Great Point Capital
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Great Point Capital Employees
Employee
Years
Job
Industry
Cody Irelan Cody Irelan's Great Point Capital Experience June 2012 - December 2012
Job Associate at CP Homes
Industry Financial Services
Experience
CP Homes May 2013 - Present
TIAA-CREF December 2012 - May 2013
Great Point Capital June 2012 - December 2012
Skills
Portfolio Management, Due Diligence, Investments, Series 7, Series 63, Trading, Finance, Microsoft Office, Strategic Planning, Strategic Financial..., Electronic Trading, Financial Risk, Land Acquisition, Contract Negotiation
Education
Texas A&M University 2008 — 2012
Agribusiness
CP Homes May 2013 - Present
TIAA-CREF December 2012 - May 2013
Great Point Capital June 2012 - December 2012
Skills
Portfolio Management, Due Diligence, Investments, Series 7, Series 63, Trading, Finance, Microsoft Office, Strategic Planning, Strategic Financial..., Electronic Trading, Financial Risk, Land Acquisition, Contract Negotiation
Education
Texas A&M University 2008 — 2012
Agribusiness
Philippe Burrelle Philippe Burrelle's Great Point Capital Experience October 2003 - April 2005
Job Manager at Accenture
Industry Financial Services
Experience
Accenture August 2013 - Present
William Blair and Company May 2008 - February 2012
JPMorgan Chase June 2005 - May 2008
Great Point Capital October 2003 - April 2005
United States Air Force January 1995 - August 2003
Skills
Financial Modeling, Entrepreneurship, New Business Development, Strategic Planning, Operations Management, Business Management, Start-ups, Valuation, Management, Financial Analysis, Program Management, Process Improvement, Strategy, Banking, Marketing Strategy, Leadership, Business Strategy, Project Management, Risk Management, Analysis, Capital Markets, Business Analysis, Financial Services
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
United States Air Force, Air University
Squadron Officer School (SOS)
United States Air Force
Modified Operation Managment Course
Southern Illinois University, Carbondale
Bachelor of Science
Accenture August 2013 - Present
William Blair and Company May 2008 - February 2012
JPMorgan Chase June 2005 - May 2008
Great Point Capital October 2003 - April 2005
United States Air Force January 1995 - August 2003
Skills
Financial Modeling, Entrepreneurship, New Business Development, Strategic Planning, Operations Management, Business Management, Start-ups, Valuation, Management, Financial Analysis, Program Management, Process Improvement, Strategy, Banking, Marketing Strategy, Leadership, Business Strategy, Project Management, Risk Management, Analysis, Capital Markets, Business Analysis, Financial Services
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
United States Air Force, Air University
Squadron Officer School (SOS)
United States Air Force
Modified Operation Managment Course
Southern Illinois University, Carbondale
Bachelor of Science
Jordan Gristy Jordan Gristy's Great Point Capital Experience March 2008 - March 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2012 - Present
Great Point Capital March 2008 - March 2012
Kershner Trading Group June 2007 - March 2008
Education
Texas Tech University 2002 — 2007
Bachelor's Degree, Finance and Economics
Monterey High School 1999 — 2002
Edward Jones March 2012 - Present
Great Point Capital March 2008 - March 2012
Kershner Trading Group June 2007 - March 2008
Education
Texas Tech University 2002 — 2007
Bachelor's Degree, Finance and Economics
Monterey High School 1999 — 2002
William Gallagher William Gallagher's Great Point Capital Experience June 2012 - April 2013
Job Internal Wholesale Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2014 - Present
Invesco April 2013 - January 2014
Great Point Capital June 2012 - April 2013
Gelber Group LLC November 2010 - April 2012
Fuhrer Wholesale Company October 2009 - July 2010
University of Pittsburgh August 2009 - January 2010
Labor Solutions, LLC April 2009 - June 2009
Skills
Risk Tolerance, Building Relationships, Managing Workflow, Market Research, Risk Monitoring, Microsoft Office, Networking, Series 7, Series 66, Takion Trading Platform, Client Interfacing..., Superior Client Service, Managing Events, Financial Modeling, Derivatives, Bloomberg Terminal, Uniform Combined State..., Electronic Trading, Trading Systems, Portfolio Management, Sales, Trading, Options, Training, Fixed Income, Financial Analysis, Securities, Trading Strategies, Client Services, Investments, Bloomberg, Equities, Entrepreneurship, Alternative Investments, Commodity, Technical Analysis, Hedge Funds
Education
University of Pittsburgh 2006 — 2010
BS, Mathematics, English Writing
University of Virginia 2009 — 2009
Study Abroad Program, Semester At Sea
Saint Viator High School 2002 — 2006
St. James Elementary 1993 — 2002
Nuveen Investments January 2014 - Present
Invesco April 2013 - January 2014
Great Point Capital June 2012 - April 2013
Gelber Group LLC November 2010 - April 2012
Fuhrer Wholesale Company October 2009 - July 2010
University of Pittsburgh August 2009 - January 2010
Labor Solutions, LLC April 2009 - June 2009
Skills
Risk Tolerance, Building Relationships, Managing Workflow, Market Research, Risk Monitoring, Microsoft Office, Networking, Series 7, Series 66, Takion Trading Platform, Client Interfacing..., Superior Client Service, Managing Events, Financial Modeling, Derivatives, Bloomberg Terminal, Uniform Combined State..., Electronic Trading, Trading Systems, Portfolio Management, Sales, Trading, Options, Training, Fixed Income, Financial Analysis, Securities, Trading Strategies, Client Services, Investments, Bloomberg, Equities, Entrepreneurship, Alternative Investments, Commodity, Technical Analysis, Hedge Funds
Education
University of Pittsburgh 2006 — 2010
BS, Mathematics, English Writing
University of Virginia 2009 — 2009
Study Abroad Program, Semester At Sea
Saint Viator High School 2002 — 2006
St. James Elementary 1993 — 2002
William Hua William Hua's Great Point Capital Experience October 2013 - March 2014
Job Developer
Industry
Experience
Akuna Capital June 2014 - August 2014
Great Point Capital October 2013 - March 2014
Hewlett-Packard June 2013 - August 2013
Skills
Programming, Perl, Java, Robotium, Eclipse, Tortoise SVN, Unit Testing, Testing, JUnit, Test Automation, Github, CSS, Web Applications
Education
The University of Texas at Austin
Business Honors Program & Turing Scholars Honors Program, Computer Science and Business
Akuna Capital June 2014 - August 2014
Great Point Capital October 2013 - March 2014
Hewlett-Packard June 2013 - August 2013
Skills
Programming, Perl, Java, Robotium, Eclipse, Tortoise SVN, Unit Testing, Testing, JUnit, Test Automation, Github, CSS, Web Applications
Education
The University of Texas at Austin
Business Honors Program & Turing Scholars Honors Program, Computer Science and Business
Don Ivanovich Don Ivanovich's Great Point Capital Experience 2003 - Present
Job Equity Trader at Great Point Capital
Industry Financial Services
Experience
Great Point Capital 2003 - Present
A.G. Edwards 2000 - 2002
Gruntal & Co. 1996 - 2000
Skills
Equities, Equity Trading, Trading, Options, Derivatives, Electronic Trading, Financial Markets, Bloomberg, Series 7, Trading Systems, Portfolio Management, Hedge Funds, Securities, Investments, Technical Analysis, Financial Services, Risk Management
Education
Illinois State University
Great Point Capital 2003 - Present
A.G. Edwards 2000 - 2002
Gruntal & Co. 1996 - 2000
Skills
Equities, Equity Trading, Trading, Options, Derivatives, Electronic Trading, Financial Markets, Bloomberg, Series 7, Trading Systems, Portfolio Management, Hedge Funds, Securities, Investments, Technical Analysis, Financial Services, Risk Management
Education
Illinois State University
Robert Wicker Robert Wicker's Great Point Capital Experience August 2008 - Present
Job Syssy Admin, Great Point Capital
Industry Financial Services
Experience
Great Point Capital August 2008 - Present
Nexa Technologies January 2005 - August 2008
Wild Waters Waterslide 1979 - 1988
Education
University of Houston-Downtown
Great Point Capital August 2008 - Present
Nexa Technologies January 2005 - August 2008
Wild Waters Waterslide 1979 - 1988
Education
University of Houston-Downtown
Joseph Trimberger Joseph Trimberger's Great Point Capital Experience December 2006 - October 2012
Job Manager, Contract Change at Thrivent Financial
Industry Capital Markets
Experience
Thrivent Financial 2015 - Present
Thrivent Financial January 2015 - April 2015
Thrivent Financial December 2013 - January 2015
AIA Corporation November 2012 - December 2013
Great Point Capital December 2006 - October 2012
Avatar Securities, LLC July 2010 - July 2011
Great Point Capital 2004 - 2010
Skills
Leadership, Equities, Trading, Management, Equity Trading, Analysis, Process Improvement, Risk Management, Trading Systems, Trading Strategies, Financial Analysis, Electronic Trading, Hedging, Technical Analysis, Proprietary Trading, Investments, Options, Lean Thinking, Lean Operations, Accounts Payable, Finance, Business Analysis, FINRA, Business Strategy, Team Leadership, Strategic Planning
Education
Loyola University of Chicago - Graduate School of Business 2002 — 2004
MISM, Information Systems
Loyola University of Chicago 1998 — 2002
BA, Information Systems
Thrivent Financial 2015 - Present
Thrivent Financial January 2015 - April 2015
Thrivent Financial December 2013 - January 2015
AIA Corporation November 2012 - December 2013
Great Point Capital December 2006 - October 2012
Avatar Securities, LLC July 2010 - July 2011
Great Point Capital 2004 - 2010
Skills
Leadership, Equities, Trading, Management, Equity Trading, Analysis, Process Improvement, Risk Management, Trading Systems, Trading Strategies, Financial Analysis, Electronic Trading, Hedging, Technical Analysis, Proprietary Trading, Investments, Options, Lean Thinking, Lean Operations, Accounts Payable, Finance, Business Analysis, FINRA, Business Strategy, Team Leadership, Strategic Planning
Education
Loyola University of Chicago - Graduate School of Business 2002 — 2004
MISM, Information Systems
Loyola University of Chicago 1998 — 2002
BA, Information Systems
Brad Oswald Brad Oswald's Great Point Capital Experience August 2004 - June 2011
Job Owner at RBMJ Real Estate LLC
Industry Real Estate
Experience
RBMJ Real Estate LLC January 2015 - Present
IL & IN Real Estate Broker January 2014 - Present
White Pines Capital Partners LLC November 2009 - Present
Great Point Capital August 2004 - June 2011
Ridgeland Associates, Inc. February 1997 - August 2004
Skills
Microsoft Office, Revit, LEED AP, Entitlements, PowerPoint, Mixed-use, Sustainable Architecture, LEED, Affordable Housing, Historic Preservation, Options, Technical Analysis, Green Building, Portfolio Management, Submittals, Feasibility Studies, Project Management, Investments, Residential Homes, Comprehensive Planning, Property
Education
University of Illinois at Chicago 2000 — 2004
Bachelor's Degree, Architecture
Hinsdale Central High School 1994 — 1998
RBMJ Real Estate LLC January 2015 - Present
IL & IN Real Estate Broker January 2014 - Present
White Pines Capital Partners LLC November 2009 - Present
Great Point Capital August 2004 - June 2011
Ridgeland Associates, Inc. February 1997 - August 2004
Skills
Microsoft Office, Revit, LEED AP, Entitlements, PowerPoint, Mixed-use, Sustainable Architecture, LEED, Affordable Housing, Historic Preservation, Options, Technical Analysis, Green Building, Portfolio Management, Submittals, Feasibility Studies, Project Management, Investments, Residential Homes, Comprehensive Planning, Property
Education
University of Illinois at Chicago 2000 — 2004
Bachelor's Degree, Architecture
Hinsdale Central High School 1994 — 1998
Stephen Tsai Stephen Tsai's Great Point Capital Experience April 2009 - June 2011
Job Associate at Westney Consulting Group
Industry Management Consulting
Experience
Westney Consulting Group September 2012 - Present
VMware May 2012 - August 2012
Westney Consulting Group 2012 - 2012
Great Point Capital April 2009 - June 2011
Advanced Micro Devices January 2008 - March 2009
Kershner Trading Group 2009 - 2009
Advanced Micro Devices January 2007 - December 2007
ATI Technologies June 2006 - December 2006
Foxconn January 2003 - June 2006
Skills
Cross-functional Team..., Business Strategy, Financial Modeling, Program Management, Data Analysis, Process Improvement, Competitive Analysis, Product Management, Forecasting, Business Development, Project Management, Product Development, Risk Management, Account Management, Strategic Planning, Management, Microsoft Excel, Product Marketing, Financial Analysis, Team Leadership, Mergers & Acquisitions, Project Planning, Business Planning, Strategy
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Masters of Business Administration, First Year
The University of Texas at Austin 1998 — 2002
Bachelor of Science (BS), Electrical Engineering
Westney Consulting Group September 2012 - Present
VMware May 2012 - August 2012
Westney Consulting Group 2012 - 2012
Great Point Capital April 2009 - June 2011
Advanced Micro Devices January 2008 - March 2009
Kershner Trading Group 2009 - 2009
Advanced Micro Devices January 2007 - December 2007
ATI Technologies June 2006 - December 2006
Foxconn January 2003 - June 2006
Skills
Cross-functional Team..., Business Strategy, Financial Modeling, Program Management, Data Analysis, Process Improvement, Competitive Analysis, Product Management, Forecasting, Business Development, Project Management, Product Development, Risk Management, Account Management, Strategic Planning, Management, Microsoft Excel, Product Marketing, Financial Analysis, Team Leadership, Mergers & Acquisitions, Project Planning, Business Planning, Strategy
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Masters of Business Administration, First Year
The University of Texas at Austin 1998 — 2002
Bachelor of Science (BS), Electrical Engineering
Joseph Meroni Joseph Meroni's Great Point Capital Experience January 2012 - April 2012
Job MBA Graduate, Finance
Industry Financial Services
Experience
Bloomberg LP February 2015 - Present
Flatworld Capital June 2013 - September 2013
Great Point Capital January 2012 - April 2012
WTS Proprietary Trading Group, LLC March 2010 - December 2011
Milliman August 2009 - February 2010
UBS June 2008 - August 2008
Skills
Equities, Trading, Private Equity, Equity Research, Financial Modeling, Investments, Financial Analysis, Fixed Income, Corporate Finance, Valuation, Microsoft Excel, Microsoft Office, Finance, Bloomberg, Hedge Funds, FactSet, Capital IQ
Education
Rutgers Business School 2012 — 2014
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Arts (BA), Economics
Bloomberg LP February 2015 - Present
Flatworld Capital June 2013 - September 2013
Great Point Capital January 2012 - April 2012
WTS Proprietary Trading Group, LLC March 2010 - December 2011
Milliman August 2009 - February 2010
UBS June 2008 - August 2008
Skills
Equities, Trading, Private Equity, Equity Research, Financial Modeling, Investments, Financial Analysis, Fixed Income, Corporate Finance, Valuation, Microsoft Excel, Microsoft Office, Finance, Bloomberg, Hedge Funds, FactSet, Capital IQ
Education
Rutgers Business School 2012 — 2014
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Arts (BA), Economics
Nathan Hartrich Nathan Hartrich's Great Point Capital Experience September 2003 - August 2006
Job Supply Chain Solutions Manager at HAVI Global Solutions
Industry Logistics and Supply Chain
Experience
HAVI Global Solutions April 2013 - Present
Caterpillar Logistics Inc. June 2012 - April 2013
Caterpillar Logistics Services, Inc. August 2006 - May 2012
Great Point Capital September 2003 - August 2006
Skills
Forecasting, Supply Chain Management, Analysis, Supply Chain, Supply Chain..., Tableau, SQL, SAS, Analytics, Financial Modeling, Project Management, MRP, Logistics, Inventory Management, Data Analysis, Budgets, Strategy, Operations Management, Pricing, R, Big Data, Databases, Python, SAP, DRP, Deployment Planning, Six Sigma
Education
University of Illinois at Chicago 1999 — 2003
Bachelor of Science, Mathematics, Economics
HAVI Global Solutions April 2013 - Present
Caterpillar Logistics Inc. June 2012 - April 2013
Caterpillar Logistics Services, Inc. August 2006 - May 2012
Great Point Capital September 2003 - August 2006
Skills
Forecasting, Supply Chain Management, Analysis, Supply Chain, Supply Chain..., Tableau, SQL, SAS, Analytics, Financial Modeling, Project Management, MRP, Logistics, Inventory Management, Data Analysis, Budgets, Strategy, Operations Management, Pricing, R, Big Data, Databases, Python, SAP, DRP, Deployment Planning, Six Sigma
Education
University of Illinois at Chicago 1999 — 2003
Bachelor of Science, Mathematics, Economics
Brent Linsky Brent Linsky's Great Point Capital Experience April 2012 - July 2012
Job Operating Partner
Industry Health, Wellness and Fitness
Experience
Scenic Investments Turlock Fitness, LLC - Scenic Investments Salinas Fitness, LLC October 2013 - Present
Chicago Life Science Consortium November 2011 - Present
Frugality, LLC May 2013 - April 2014
Planet Fitness November 2012 - October 2013
Planet Fitness August 2012 - November 2012
Great Point Capital April 2012 - July 2012
RJMetrics May 2010 - July 2010
Raymond James & Associates, Inc September 2008 - January 2009
Skills
Leadership, Lifesciences, Management, Business Valuation, Entrepreneurship, Time Management, Strategy, Nonprofits, Sales
Education
University of Michigan 2006 — 2011
Actuarial Mathematics and Mathematics of Finance and Risk Management, Mathematics
Highland Park High School 2002 — 2006
Scenic Investments Turlock Fitness, LLC - Scenic Investments Salinas Fitness, LLC October 2013 - Present
Chicago Life Science Consortium November 2011 - Present
Frugality, LLC May 2013 - April 2014
Planet Fitness November 2012 - October 2013
Planet Fitness August 2012 - November 2012
Great Point Capital April 2012 - July 2012
RJMetrics May 2010 - July 2010
Raymond James & Associates, Inc September 2008 - January 2009
Skills
Leadership, Lifesciences, Management, Business Valuation, Entrepreneurship, Time Management, Strategy, Nonprofits, Sales
Education
University of Michigan 2006 — 2011
Actuarial Mathematics and Mathematics of Finance and Risk Management, Mathematics
Highland Park High School 2002 — 2006
Sean Hannon Sean Hannon's Great Point Capital Experience June 2003 - October 2008
Job
Industry Financial Services
Experience
Barclays February 2014 - Present
Barclays Capital August 2010 - Present
Great Point Capital June 2003 - October 2008
Skills
Investment Banking, Mergers & Acquisitions, Equities, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Financial Analysis, Mergers
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Finance
Barclays February 2014 - Present
Barclays Capital August 2010 - Present
Great Point Capital June 2003 - October 2008
Skills
Investment Banking, Mergers & Acquisitions, Equities, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Financial Analysis, Mergers
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Finance
Michael Weiser's Great Point Capital Experience May 2012 - August 2012
Job Analyst at Petrie Partners
Industry Financial Services
Experience
Petrie Partners July 2014 - Present
Trafigura May 2013 - August 2013
Western Commerce Group January 2013 - May 2013
Great Point Capital May 2012 - August 2012
Skills
Trading, Corporate Finance, Options, Valuation, Investment Banking, Analysis, Financial Modeling
Education
Texas A&M University 2013 — 2014
Master of Science (M.S.), Finance, General
Texas A&M University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
EM Strasbourg Business School 2011 — 2011
International Finance
Petrie Partners July 2014 - Present
Trafigura May 2013 - August 2013
Western Commerce Group January 2013 - May 2013
Great Point Capital May 2012 - August 2012
Skills
Trading, Corporate Finance, Options, Valuation, Investment Banking, Analysis, Financial Modeling
Education
Texas A&M University 2013 — 2014
Master of Science (M.S.), Finance, General
Texas A&M University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
EM Strasbourg Business School 2011 — 2011
International Finance
Derek Denman's Great Point Capital Experience April 2010 - August 2011
Job Entrepreneur
Industry Internet
Experience
Wipro Technologies September 2011 - September 2012
Great Point Capital April 2010 - August 2011
Kershner Trading Group August 2009 - March 2010
ConocoPhillips June 2008 - August 2008
Skills
Financial Analysis, Business Analysis, Data Analysis, Analysis, Sales, Microsoft Excel, Business Development, Software Implementation, Customer Relations, Professional..., Relational Databases, Microsoft SQL Server, Financial Markets, Entrepreneurship, Series 63
Education
Texas A&M University 2005 — 2009
Finance
Texas A&M University - Mays Business School 2005 — 2009
Finance
Wipro Technologies September 2011 - September 2012
Great Point Capital April 2010 - August 2011
Kershner Trading Group August 2009 - March 2010
ConocoPhillips June 2008 - August 2008
Skills
Financial Analysis, Business Analysis, Data Analysis, Analysis, Sales, Microsoft Excel, Business Development, Software Implementation, Customer Relations, Professional..., Relational Databases, Microsoft SQL Server, Financial Markets, Entrepreneurship, Series 63
Education
Texas A&M University 2005 — 2009
Finance
Texas A&M University - Mays Business School 2005 — 2009
Finance
Gregory Meves's Great Point Capital Experience October 2006 - December 2006
Job Graduate of Benjamin N. Cardozo School of Law, Yeshiva University
Industry Law Practice
Experience
New York Legal Assistance Group January 2013 - November 2013
Chambers of Hon. Paul A. Crotty, Southern District of New York August 2012 - November 2012
Covenant House June 2012 - August 2012
United States Attorney's Office June 2011 - August 2011
Peace Corps July 2007 - September 2009
Great Point Capital October 2006 - December 2006
Skills
Litigation, Criminal Law, Nonprofits, Community Development, Legal Research, Legal Writing, Westlaw, Civil Litigation, Mediation, Courts, Commercial Litigation, Family Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2013
J.D.
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Arts, Economics & Political Science
New York Legal Assistance Group January 2013 - November 2013
Chambers of Hon. Paul A. Crotty, Southern District of New York August 2012 - November 2012
Covenant House June 2012 - August 2012
United States Attorney's Office June 2011 - August 2011
Peace Corps July 2007 - September 2009
Great Point Capital October 2006 - December 2006
Skills
Litigation, Criminal Law, Nonprofits, Community Development, Legal Research, Legal Writing, Westlaw, Civil Litigation, Mediation, Courts, Commercial Litigation, Family Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2013
J.D.
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Arts, Economics & Political Science
Gene Katz Gene Katz's Great Point Capital Experience 2013 - 2015
Job Calamos Director of Corporate Development
Industry Financial Services
Experience
Calamos Investments, (Symbol: CLMS) January 2015 - Present
Great Point Capital 2013 - 2015
Tactical Allocation Group 2011 - 2012
William Blair & Company January 2010 - December 2011
Barclays Investment Bank 2008 - 2009
CME Group August 1997 - December 2007
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (MBA), Accounting and Finance
Princeton University 1993 — 1997
Bachelor's degree, Economics
Calamos Investments, (Symbol: CLMS) January 2015 - Present
Great Point Capital 2013 - 2015
Tactical Allocation Group 2011 - 2012
William Blair & Company January 2010 - December 2011
Barclays Investment Bank 2008 - 2009
CME Group August 1997 - December 2007
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (MBA), Accounting and Finance
Princeton University 1993 — 1997
Bachelor's degree, Economics
Craig Timm Craig Timm's Great Point Capital Experience 2002 - 2004
Job Deputy Chief, Asset Forfeiture and Money Laundering Section, Criminal Division at U.S. Department of Justice
Industry Law Practice
Experience
U.S. Department of Justice 2014 - Present
Department of Justice 2011 - 2014
United States Attorney's Office 2008 - 2011
Sidley Austin 2007 - 2008
Great Point Capital 2002 - 2004
ESPN 2001 - 2002
Education
Northwestern University School of Law
JD, cum laude
University of Michigan
BA, Communication Studies
U.S. Department of Justice 2014 - Present
Department of Justice 2011 - 2014
United States Attorney's Office 2008 - 2011
Sidley Austin 2007 - 2008
Great Point Capital 2002 - 2004
ESPN 2001 - 2002
Education
Northwestern University School of Law
JD, cum laude
University of Michigan
BA, Communication Studies
Zachary Lampo's Great Point Capital Experience January 2012 - May 2012
Job Sweeny Asset Coordinator at Phillips 66
Industry Oil & Energy
Experience
Phillips 66 October 2015 - Present
Phillips 66 May 2015 - October 2015
Phillips 66 January 2015 - April 2015
Christopher's World Grille January 2009 - January 2015
FXCM June 2013 - August 2013
OpenLink Financial Americas Energy January 2013 - May 2013
Great Point Capital January 2012 - May 2012
Skills
Bloomberg Terminal, Microsoft Excel, Series 3, Series 7, Series 63
Education
Texas A&M University 2013 — 2014
Master of Science (M.S.), Finance
Texas A&M University 2009 — 2012
Bachelor of Business Administration, Finance
Phillips 66 October 2015 - Present
Phillips 66 May 2015 - October 2015
Phillips 66 January 2015 - April 2015
Christopher's World Grille January 2009 - January 2015
FXCM June 2013 - August 2013
OpenLink Financial Americas Energy January 2013 - May 2013
Great Point Capital January 2012 - May 2012
Skills
Bloomberg Terminal, Microsoft Excel, Series 3, Series 7, Series 63
Education
Texas A&M University 2013 — 2014
Master of Science (M.S.), Finance
Texas A&M University 2009 — 2012
Bachelor of Business Administration, Finance
Irving Lee Irving Lee's Great Point Capital Experience January 2010 - December 2013
Job Business Development Manager at Honest Dollar
Industry Financial Services
Experience
Honest Dollar April 2015 - Present
Northwestern Mutual January 2014 - January 2015
Great Point Capital January 2010 - December 2013
Kershner Trading Group January 2007 - December 2009
Skills
Strategy, Investments, Finance, Equities, Financial Modeling, Trading, Financial Analysis, Strategic Planning, Entrepreneurship, Management
Education
The University of Texas at Austin
Bachelor of Arts
Honest Dollar April 2015 - Present
Northwestern Mutual January 2014 - January 2015
Great Point Capital January 2010 - December 2013
Kershner Trading Group January 2007 - December 2009
Skills
Strategy, Investments, Finance, Equities, Financial Modeling, Trading, Financial Analysis, Strategic Planning, Entrepreneurship, Management
Education
The University of Texas at Austin
Bachelor of Arts
John Roberson John Roberson's Great Point Capital Experience July 2007 - July 2015
Job Lowenberg Wealth Management Group, Financial Advisory
Industry Financial Services
Experience
Lowenberg Wealth Management Group April 2014 - Present
Great Point Capital July 2007 - July 2015
Skills
Series 7, Series 63, Series 55, Electronic Trading, Proprietary Trading, Proprietary Software, FINRA, Microsoft Excel, Trading, Trading Strategies, Equity Trading, Portfolio Management, Equities, Options, Trading Systems, Securities
Education
The University of Texas at Austin 2002 — 2005
Bachelor of Arts (B.A.), Philosophy
Lowenberg Wealth Management Group April 2014 - Present
Great Point Capital July 2007 - July 2015
Skills
Series 7, Series 63, Series 55, Electronic Trading, Proprietary Trading, Proprietary Software, FINRA, Microsoft Excel, Trading, Trading Strategies, Equity Trading, Portfolio Management, Equities, Options, Trading Systems, Securities
Education
The University of Texas at Austin 2002 — 2005
Bachelor of Arts (B.A.), Philosophy
Benjamin Pera's Great Point Capital Experience April 2012 - June 2012
Job Data Science/Analytics Consultant
Industry Computer Software
Experience
Independent April 2015 - Present
Revolution Analytics September 2014 - April 2015
Cubeware GmbH March 2013 - July 2014
Systat Software Inc 2012 - July 2014
Great Point Capital April 2012 - June 2012
BIZ 3 Publicity September 2011 - March 2012
Numero Group May 2011 - March 2012
Aardvark Trading November 2008 - May 2010
The Escape Pod 2010 - 2010
V2 Capital January 2008 - July 2008
Skills
Statistical Modeling, Financial Modeling, Microsoft Excel, Financial Analysis, Data Mining, Derivatives, VBA, Business Intelligence, SQL, Commodity, Statistics, Databases, Business Analysis, Microsoft Office, Research, Social Media, Forecasting, Customer Service, Data Analysis, Mathematics, Statistical Software, OLAP, Data Management, Mathematical Statistics, Stochastic Control, R, Tcl-Tk, Matlab, Python, RapidMiner, Predictive Analytics, Technical Demonstrations, Trading, Risk Management, Differential Equations, Accounting, Investments, SAP ERP, Structural Equation..., Valuation, Finance, Financial Reporting, Java, Asset Managment, Mathematics Education, Communication, Music, SAP BW, C++, Music Production
Education
University of Kansas 2005 — 2007
M.A., Mathematics
The University of Kansas 2000 — 2005
B.S., Mathematics
Independent April 2015 - Present
Revolution Analytics September 2014 - April 2015
Cubeware GmbH March 2013 - July 2014
Systat Software Inc 2012 - July 2014
Great Point Capital April 2012 - June 2012
BIZ 3 Publicity September 2011 - March 2012
Numero Group May 2011 - March 2012
Aardvark Trading November 2008 - May 2010
The Escape Pod 2010 - 2010
V2 Capital January 2008 - July 2008
Skills
Statistical Modeling, Financial Modeling, Microsoft Excel, Financial Analysis, Data Mining, Derivatives, VBA, Business Intelligence, SQL, Commodity, Statistics, Databases, Business Analysis, Microsoft Office, Research, Social Media, Forecasting, Customer Service, Data Analysis, Mathematics, Statistical Software, OLAP, Data Management, Mathematical Statistics, Stochastic Control, R, Tcl-Tk, Matlab, Python, RapidMiner, Predictive Analytics, Technical Demonstrations, Trading, Risk Management, Differential Equations, Accounting, Investments, SAP ERP, Structural Equation..., Valuation, Finance, Financial Reporting, Java, Asset Managment, Mathematics Education, Communication, Music, SAP BW, C++, Music Production
Education
University of Kansas 2005 — 2007
M.A., Mathematics
The University of Kansas 2000 — 2005
B.S., Mathematics
Kevin Phillips's Great Point Capital Experience June 2005 - 2011
Job FeeOnly Financial Advisor at Savant Capital Management
Industry Financial Services
Experience
Savant Capital Management 2014 - Present
GCG Financial January 2013 - December 2014
GCG Financial 2011 - December 2014
Great Point Capital June 2005 - 2011
CME Group June 1999 - December 2005
Skills
Retirement Planning, Financial Planning, 401k Rollovers, Portfolio Management, Estate Planning, Personal Financial..., Wealth Management, Investment Management, Retirement Income..., Investments, Financial Advisory, College Savings Plans, Business Planning, Financial Planners, Succession Planning, Investment Advisory, Traditional IRA, Tax-advantaged..., Asset Allocation, Diversification, Investment Strategies, Financial Analysis, Life Insurance, Wealth Preservation..., Insurance, Mutual Funds, Bonds, Stocks, 401k, Roth IRA, Risk Management, Wealth Accumulation, Wealth Management..., IRAs, Financial Services, Personal Finance, 403 b, Simple IRA, SEP IRA, Pension Funds, Pensions, Term Life Insurance, Wealth Accumulation..., Equities, College Funding..., Long Term Care Insurance, ETFs, Asset Management, Disability Insurance, Retirement
Education
Indiana University Bloomington 2001 — 2005
Bachelor's Degree, Public Finance
Niles West High School 1997 — 2001
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Savant Capital Management 2014 - Present
GCG Financial January 2013 - December 2014
GCG Financial 2011 - December 2014
Great Point Capital June 2005 - 2011
CME Group June 1999 - December 2005
Skills
Retirement Planning, Financial Planning, 401k Rollovers, Portfolio Management, Estate Planning, Personal Financial..., Wealth Management, Investment Management, Retirement Income..., Investments, Financial Advisory, College Savings Plans, Business Planning, Financial Planners, Succession Planning, Investment Advisory, Traditional IRA, Tax-advantaged..., Asset Allocation, Diversification, Investment Strategies, Financial Analysis, Life Insurance, Wealth Preservation..., Insurance, Mutual Funds, Bonds, Stocks, 401k, Roth IRA, Risk Management, Wealth Accumulation, Wealth Management..., IRAs, Financial Services, Personal Finance, 403 b, Simple IRA, SEP IRA, Pension Funds, Pensions, Term Life Insurance, Wealth Accumulation..., Equities, College Funding..., Long Term Care Insurance, ETFs, Asset Management, Disability Insurance, Retirement
Education
Indiana University Bloomington 2001 — 2005
Bachelor's Degree, Public Finance
Niles West High School 1997 — 2001
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Nick Castellano's Great Point Capital Experience February 2004 - December 2005
Job Senior Analyst at Financial Industry Regulatory Authority (FINRA)
Industry Capital Markets
Experience
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
CBOE January 2014 - December 2014
CBOE January 2013 - January 2014
CBOE June 2012 - January 2013
GGT Trading September 2007 - May 2012
Ranquist Development September 2006 - September 2007
Great Point Capital February 2004 - December 2005
Skills
Credit Derivatives, Capital Markets, Derivatives, Options, Trading, Proprietary Trading, Trading Systems, Hedging, Electronic Trading, Hedge Funds, Equities, Investments, Risk Management, Securities, Bloomberg, Financial Markets
Education
University of Illinois at Urbana-Champaign
Economics
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
CBOE January 2014 - December 2014
CBOE January 2013 - January 2014
CBOE June 2012 - January 2013
GGT Trading September 2007 - May 2012
Ranquist Development September 2006 - September 2007
Great Point Capital February 2004 - December 2005
Skills
Credit Derivatives, Capital Markets, Derivatives, Options, Trading, Proprietary Trading, Trading Systems, Hedging, Electronic Trading, Hedge Funds, Equities, Investments, Risk Management, Securities, Bloomberg, Financial Markets
Education
University of Illinois at Urbana-Champaign
Economics
Chris Chapin Chris Chapin's Great Point Capital Experience July 2003 - April 2007
Job Trader at Spot Trading LLC
Industry Financial Services
Experience
Spot Trading LLC March 2013 - Present
Olam International December 2011 - March 2013
Infinium Capital Management April 2007 - November 2010
Great Point Capital July 2003 - April 2007
Skills
Trading Strategies, Proprietary Trading, Series 56, Market Making, Volatility Trading, Volatility, Hedging, Options, Trading, Series 63, Commodity, Electronic Trading, Derivatives
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science (B.S.), Finance
Spot Trading LLC March 2013 - Present
Olam International December 2011 - March 2013
Infinium Capital Management April 2007 - November 2010
Great Point Capital July 2003 - April 2007
Skills
Trading Strategies, Proprietary Trading, Series 56, Market Making, Volatility Trading, Volatility, Hedging, Options, Trading, Series 63, Commodity, Electronic Trading, Derivatives
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science (B.S.), Finance
Bradley Wong, ERP Bradley Wong, ERP's Great Point Capital Experience September 2005 - December 2013
Job Chief of Staff at Forest Power and Energy Holdings, Inc.
Industry Investment Management
Experience
Forest Power and Energy Holdings, Inc. December 2013 - Present
Great Point Capital September 2005 - December 2013
Great Point Capital September 2005 - May 2010
Kershner Trading Group March 2005 - August 2005
Kershner Trading Group February 2004 - August 2005
Skills
Equity Trading, Equities, Hedge Funds, Trading, Financial Modeling, Financial Markets, Soft Commodities, Precious Metals, Commodity trading, Electronic Trading, Commodity Markets, Hedging, Fixed Income, ETFs, Derivatives, Finance, Commodity, Portfolio Management, Options, Trading Strategies, Proprietary Trading, Trading Systems, Asset Management, Risk Management, Traders
Education
The University of Texas at Austin 1999 — 2003
BA, Economics
Clements
Forest Power and Energy Holdings, Inc. December 2013 - Present
Great Point Capital September 2005 - December 2013
Great Point Capital September 2005 - May 2010
Kershner Trading Group March 2005 - August 2005
Kershner Trading Group February 2004 - August 2005
Skills
Equity Trading, Equities, Hedge Funds, Trading, Financial Modeling, Financial Markets, Soft Commodities, Precious Metals, Commodity trading, Electronic Trading, Commodity Markets, Hedging, Fixed Income, ETFs, Derivatives, Finance, Commodity, Portfolio Management, Options, Trading Strategies, Proprietary Trading, Trading Systems, Asset Management, Risk Management, Traders
Education
The University of Texas at Austin 1999 — 2003
BA, Economics
Clements
Bob Wacker, CRPC's Great Point Capital Experience November 2002 - May 2004
Job Senior Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2012 - Present
Morgan Stanley Smith Barney October 2005 - October 2012
JP Morgan Chase July 2004 - August 2005
Great Point Capital November 2002 - May 2004
Skills
Retirement Planning, Investments, Asset Allocation, Portfolio Management, Finance, Wealth, Insurance, Mutual Funds, Series 7, Accounting, Asset Management, Alternative Investments, Series 63, Investment Strategies, Securities
Education
Loyola University of Chicago 1999 — 2002
2002, Business
SLUH 1994 — 1998
High School
Wells Fargo Advisors, LLC October 2012 - Present
Morgan Stanley Smith Barney October 2005 - October 2012
JP Morgan Chase July 2004 - August 2005
Great Point Capital November 2002 - May 2004
Skills
Retirement Planning, Investments, Asset Allocation, Portfolio Management, Finance, Wealth, Insurance, Mutual Funds, Series 7, Accounting, Asset Management, Alternative Investments, Series 63, Investment Strategies, Securities
Education
Loyola University of Chicago 1999 — 2002
2002, Business
SLUH 1994 — 1998
High School
Pong Leung Pong Leung's Great Point Capital Experience 2004 - 2013
Job Retail Strategy Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2015 - Present
Campbell Soup Company February 2015 - August 2015
mOSa Marketing May 2014 - August 2014
Great Point Capital 2004 - 2013
Skills
Electronic Trading, Proprietary Trading, Equities, Trading, Trading Strategies, Series 7, Trading Systems, Equity Trading, Financial Markets, Financial Modeling, Derivatives, Marketing Research, Marketing Strategy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Business Administration (MBA), Marketing and Marketing Research, Insights & Analytics, 3.86 GPA
Northwestern University 2000 — 2004
BS, Materials Engineering, Economics, 3.55 GPA
East Brunswick High School 1998 — 2000
TD Ameritrade August 2015 - Present
Campbell Soup Company February 2015 - August 2015
mOSa Marketing May 2014 - August 2014
Great Point Capital 2004 - 2013
Skills
Electronic Trading, Proprietary Trading, Equities, Trading, Trading Strategies, Series 7, Trading Systems, Equity Trading, Financial Markets, Financial Modeling, Derivatives, Marketing Research, Marketing Strategy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Business Administration (MBA), Marketing and Marketing Research, Insights & Analytics, 3.86 GPA
Northwestern University 2000 — 2004
BS, Materials Engineering, Economics, 3.55 GPA
East Brunswick High School 1998 — 2000
Christopher Folland's Great Point Capital Experience August 2004 - May 2006
Job Private Wealth Management
Industry Financial Services
Experience
Robert W. Baird May 2006 - Present
Great Point Capital August 2004 - May 2006
Chicago Stock Exchange October 2002 - August 2004
Education
Lehigh University 1997 — 2001
B.A., Economics and American Studies
Robert W. Baird May 2006 - Present
Great Point Capital August 2004 - May 2006
Chicago Stock Exchange October 2002 - August 2004
Education
Lehigh University 1997 — 2001
B.A., Economics and American Studies
James Vinci's Great Point Capital Experience March 2006 - December 2012
Job Account Manager at Thyssen Krupp Elevators
Industry Financial Services
Experience
ThyssenKrupp Elevator Americas March 2013 - Present
Great Point Capital March 2006 - December 2012
Edward Jones April 2011 - November 2011
Otis Elevator May 2000 - March 2006
Skills
Portfolio Management, Risk Management, Options, Financial Modeling, Technical Analysis, Account Management, Forecasting, Equities
Education
Loyola University of Chicago 1996 — 2001
BA, Marketing & Information Technology
Niles West 1992 — 1996
High School Diploma
ThyssenKrupp Elevator Americas March 2013 - Present
Great Point Capital March 2006 - December 2012
Edward Jones April 2011 - November 2011
Otis Elevator May 2000 - March 2006
Skills
Portfolio Management, Risk Management, Options, Financial Modeling, Technical Analysis, Account Management, Forecasting, Equities
Education
Loyola University of Chicago 1996 — 2001
BA, Marketing & Information Technology
Niles West 1992 — 1996
High School Diploma
Andy Eisenberg's Great Point Capital Experience April 2005 - April 2010
Job Senior Data Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments May 2011 - December 2014
ACS, a Xerox Company April 2010 - May 2011
Great Point Capital April 2005 - April 2010
PricewaterhouseCoopers 2000 - 2001
Hewitt Associates 1996 - 1999
Skills
Risk Management, Business Process..., Data Analysis, Requirements Analysis, Business Strategy, Project Management, SQL, Investments, HR Consulting
Education
University of Michigan 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments January 2015 - Present
Fidelity Investments May 2011 - December 2014
ACS, a Xerox Company April 2010 - May 2011
Great Point Capital April 2005 - April 2010
PricewaterhouseCoopers 2000 - 2001
Hewitt Associates 1996 - 1999
Skills
Risk Management, Business Process..., Data Analysis, Requirements Analysis, Business Strategy, Project Management, SQL, Investments, HR Consulting
Education
University of Michigan 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Fulton Wood's Great Point Capital Experience July 2010 - Present
Job Branch Services at Great Point Capital
Industry Investment Management
Experience
Great Point Capital July 2010 - Present
Assent LLC. August 2008 - July 2010
Warrior Fund, LLC. July 2002 - August 2008
Skills
Portfolio Management, Investments, Strategic Planning, Equities, Financial Analysis, Series 7, Financial Modeling, Electronic Trading, Leadership, Trading, Valuation
Education
Texas A&M University
Bachelor of Science (B.S.), Economics
Cistercian Preparatory School
Great Point Capital July 2010 - Present
Assent LLC. August 2008 - July 2010
Warrior Fund, LLC. July 2002 - August 2008
Skills
Portfolio Management, Investments, Strategic Planning, Equities, Financial Analysis, Series 7, Financial Modeling, Electronic Trading, Leadership, Trading, Valuation
Education
Texas A&M University
Bachelor of Science (B.S.), Economics
Cistercian Preparatory School
William Packard's Great Point Capital Experience July 2002 - July 2004
Job
Industry Financial Services
Experience
RBC Wealth Management February 2012 - Present
RBC Wealth Management April 2010 - January 2012
RBC Wealth Management August 2008 - March 2010
Novak Construction February 2008 - May 2008
Crescendo Realty Corporation March 2007 - January 2008
Great Point Capital LLC January 2005 - February 2007
Great Point Capital July 2002 - July 2004
Education
Northwestern University 1997 — 2001
Bachelor of the Arts, Political Science
RBC Wealth Management February 2012 - Present
RBC Wealth Management April 2010 - January 2012
RBC Wealth Management August 2008 - March 2010
Novak Construction February 2008 - May 2008
Crescendo Realty Corporation March 2007 - January 2008
Great Point Capital LLC January 2005 - February 2007
Great Point Capital July 2002 - July 2004
Education
Northwestern University 1997 — 2001
Bachelor of the Arts, Political Science
Dan Ofman's Great Point Capital Experience April 2008 - Present
Job Equity Trader
Industry Capital Markets
Experience
Great Point Capital April 2008 - Present
Consolidated Trading LLC July 2006 - August 2007
Skills
Equities, Electronic Trading, Risk Management, Trading, Proprietary Trading, Trading Strategies, Options, Derivatives, Capital Markets
Education
Emory University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Emory University - Goizueta Business School 2002 — 2006
Great Point Capital April 2008 - Present
Consolidated Trading LLC July 2006 - August 2007
Skills
Equities, Electronic Trading, Risk Management, Trading, Proprietary Trading, Trading Strategies, Options, Derivatives, Capital Markets
Education
Emory University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Emory University - Goizueta Business School 2002 — 2006
Cody Poirier's Great Point Capital Experience 2004 - 2006
Job Vice President at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management 2015 - Present
Pax World Management LLC 2013 - April 2015
Invesco 2010 - 2013
Morgan Stanley Investment Management 2007 - 2010
Calamos Investments 2006 - 2007
Great Point Capital 2004 - 2006
Skills
Mutual Funds, Investments, ETFs, Trading, Asset Management, Client Relationship..., Portfolio Management, Unit Trusts, Alternative Investments, Business Analysis, Business Planning, Client Development, Cash Flow Forecasting, Corporate Finance, Convertible Bonds, Closed-end Funds, Client Communication, Competitive Analysis, Client Services, Direct Sales, Electronic Trading, Economic Modeling, Equity Research, Financial Advisory, Financial Modeling, Financial Analysis, Economic Research, Asset Allocation, Equity Derivatives, Fixed Income Products, Equity Sales, Economics, Financial Planning, Financial Markets, Structured Finance, Institutional Relations, Institutional Clients, Model Portfolios, Structured Products, Market Analysis, Proprietary Trading, Personal Finance, Portfolio Optimization, Trading Strategies, Socially Responsible..., Impact Investing, Sustainability, Series 7, Financial Services, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA
CFA Institute
2015 Level II Candidate in the CFA Program
Northern Trust Asset Management 2015 - Present
Pax World Management LLC 2013 - April 2015
Invesco 2010 - 2013
Morgan Stanley Investment Management 2007 - 2010
Calamos Investments 2006 - 2007
Great Point Capital 2004 - 2006
Skills
Mutual Funds, Investments, ETFs, Trading, Asset Management, Client Relationship..., Portfolio Management, Unit Trusts, Alternative Investments, Business Analysis, Business Planning, Client Development, Cash Flow Forecasting, Corporate Finance, Convertible Bonds, Closed-end Funds, Client Communication, Competitive Analysis, Client Services, Direct Sales, Electronic Trading, Economic Modeling, Equity Research, Financial Advisory, Financial Modeling, Financial Analysis, Economic Research, Asset Allocation, Equity Derivatives, Fixed Income Products, Equity Sales, Economics, Financial Planning, Financial Markets, Structured Finance, Institutional Relations, Institutional Clients, Model Portfolios, Structured Products, Market Analysis, Proprietary Trading, Personal Finance, Portfolio Optimization, Trading Strategies, Socially Responsible..., Impact Investing, Sustainability, Series 7, Financial Services, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA
CFA Institute
2015 Level II Candidate in the CFA Program
Daniel Wendt's Great Point Capital Experience July 2003 - January 2005
Job Operations Analyst at tradeMONSTER
Industry Financial Services
Experience
tradeMONSTER August 2008 - Present
E*TRADE Financial March 2008 - August 2008
E*Trade Securities April 2005 - March 2008
Great Point Capital July 2003 - January 2005
Access Financial Group 1999 - 2002
Skills
Derivatives, Order Management, Financial Markets, SDLC, Trading Systems, Fixed Income, Financial Services, Capital Markets, Bloomberg, Mutual Funds, Back Office, Hedge Funds, FINRA, Proprietary Trading, Investments, Risk Management
Education
University of Iowa 1993 — 1997
BBA, Finance and Marketing
tradeMONSTER August 2008 - Present
E*TRADE Financial March 2008 - August 2008
E*Trade Securities April 2005 - March 2008
Great Point Capital July 2003 - January 2005
Access Financial Group 1999 - 2002
Skills
Derivatives, Order Management, Financial Markets, SDLC, Trading Systems, Fixed Income, Financial Services, Capital Markets, Bloomberg, Mutual Funds, Back Office, Hedge Funds, FINRA, Proprietary Trading, Investments, Risk Management
Education
University of Iowa 1993 — 1997
BBA, Finance and Marketing
Tom Bills's Great Point Capital Experience July 2003 - August 2004
Job
Industry Financial Services
Experience
Allston Trading May 2012 - Present
T-Bills Trading September 2002 - Present
Electronic Brokerage Systems September 2004 - April 2012
Great Point Capital July 2003 - August 2004
Archipelago January 1998 - May 2002
PTR, Inc. June 1997 - January 1998
Chicago Park District January 1996 - June 1997
NLO Trading, Inc. August 1995 - January 1996
Skills
Series 7, Options, Trading, Equities, Risk Management, Series 63, Trading Systems, Electronic Trading, FINRA, Back Office, Financial Markets, Equity Trading, Proprietary Trading, Technical Analysis, Series 24, Settlement, series 4, series 55, Microsoft Excel, SQL, Great Plains Software, Microsoft Word, Middle Office, Futures, DTC, NSCC, OCC, FRx, FTP, DVP, Broker-Dealer
Education
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
BS, Finance, General
De La Salle Institute 1987 — 1991
H.S. Diploma, Honors Program
Allston Trading May 2012 - Present
T-Bills Trading September 2002 - Present
Electronic Brokerage Systems September 2004 - April 2012
Great Point Capital July 2003 - August 2004
Archipelago January 1998 - May 2002
PTR, Inc. June 1997 - January 1998
Chicago Park District January 1996 - June 1997
NLO Trading, Inc. August 1995 - January 1996
Skills
Series 7, Options, Trading, Equities, Risk Management, Series 63, Trading Systems, Electronic Trading, FINRA, Back Office, Financial Markets, Equity Trading, Proprietary Trading, Technical Analysis, Series 24, Settlement, series 4, series 55, Microsoft Excel, SQL, Great Plains Software, Microsoft Word, Middle Office, Futures, DTC, NSCC, OCC, FRx, FTP, DVP, Broker-Dealer
Education
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
BS, Finance, General
De La Salle Institute 1987 — 1991
H.S. Diploma, Honors Program
Ted Kleynerman's Great Point Capital Experience July 2010 - Present
Job Founder at PrimusTrade
Industry Financial Services
Experience
Great Point Capital July 2010 - Present
PrimusTrade January 2007 - Present
Assent LLC January 2003 - July 2010
Skills
Series 7, Trading Systems, Electronic Trading, Equity Trading, Proprietary Trading, Options, Derivatives, Series 24, Financial Markets, Trading, Trading Strategies, Securities, Commodity, Equities
Education
University at Albany, SUNY 1995 — 1999
Stuyvesant High School 1991 — 1995
Great Point Capital July 2010 - Present
PrimusTrade January 2007 - Present
Assent LLC January 2003 - July 2010
Skills
Series 7, Trading Systems, Electronic Trading, Equity Trading, Proprietary Trading, Options, Derivatives, Series 24, Financial Markets, Trading, Trading Strategies, Securities, Commodity, Equities
Education
University at Albany, SUNY 1995 — 1999
Stuyvesant High School 1991 — 1995
Aram Choi, CFA's Great Point Capital Experience August 2003 - November 2007
Job Head Trader at Nelson Capital Management
Industry Financial Services
Experience
Nelson Capital Management June 2014 - Present
AssetMark June 2010 - June 2014
OceanView Capital; Prestige Capital November 2007 - May 2010
Great Point Capital August 2003 - November 2007
Skills
Electronic Trading, Equities, Portfolio Management, Series 7, Investments, Bloomberg, Securities, Asset Management, Mutual Funds, Asset Allocation
Education
Northwestern University
Bachelor's Degree
Nelson Capital Management June 2014 - Present
AssetMark June 2010 - June 2014
OceanView Capital; Prestige Capital November 2007 - May 2010
Great Point Capital August 2003 - November 2007
Skills
Electronic Trading, Equities, Portfolio Management, Series 7, Investments, Bloomberg, Securities, Asset Management, Mutual Funds, Asset Allocation
Education
Northwestern University
Bachelor's Degree
Judson Graham's Great Point Capital Experience October 2006 - November 2009
Job Associate Attorney Litigation
Industry Law Practice
Experience
Law Office of Kevin O'Brien December 2011 - Present
Ankin Law Office May 2012 - December 2012
Reputation Partners December 2009 - August 2010
Great Point Capital October 2006 - November 2009
Graham & Associates, Ltd June 1999 - August 2006
Skills
Legal Writing, Legal Research, Litigation, Trials, Trial Practice, Personal Injury, Public Relations, Civil Litigation, Arbitration, Wrongful Death
Education
DePaul University 2010 — 2012
Juris Doctor (J.D.)
University of Arizona 2001 — 2006
Bachelor of Arts, English/Business Administration
Law Office of Kevin O'Brien December 2011 - Present
Ankin Law Office May 2012 - December 2012
Reputation Partners December 2009 - August 2010
Great Point Capital October 2006 - November 2009
Graham & Associates, Ltd June 1999 - August 2006
Skills
Legal Writing, Legal Research, Litigation, Trials, Trial Practice, Personal Injury, Public Relations, Civil Litigation, Arbitration, Wrongful Death
Education
DePaul University 2010 — 2012
Juris Doctor (J.D.)
University of Arizona 2001 — 2006
Bachelor of Arts, English/Business Administration
Brad Franklin's Great Point Capital Experience August 2006 - July 2007
Job Sales Specialist, Content and Technology Solutions at FactSet
Industry Financial Services
Experience
FactSet November 2014 - Present
FactSet Research Systems March 2010 - November 2014
FactSet Research Systems August 2007 - March 2010
Great Point Capital August 2006 - July 2007
Skills
Investments, Business Analysis, Financial Modeling, Project Management, Risk Management, Analysis, Business Intelligence, Equities, Portfolio Management, Analytics, Financial Analysis, Finance
Education
Northwestern University 2014 — 2016
Master's Degree, Masters of Science in Predictive Analytics
University of Richmond 2002 — 2006
BA, Economics
FactSet November 2014 - Present
FactSet Research Systems March 2010 - November 2014
FactSet Research Systems August 2007 - March 2010
Great Point Capital August 2006 - July 2007
Skills
Investments, Business Analysis, Financial Modeling, Project Management, Risk Management, Analysis, Business Intelligence, Equities, Portfolio Management, Analytics, Financial Analysis, Finance
Education
Northwestern University 2014 — 2016
Master's Degree, Masters of Science in Predictive Analytics
University of Richmond 2002 — 2006
BA, Economics
Matt Hobson's Great Point Capital Experience June 2012 - October 2012
Job Systems Administrator
Industry Information Technology and Services
Experience
Sterling Partners December 2014 - Present
3 Red Group October 2012 - November 2014
Great Point Capital June 2012 - October 2012
XR Trading February 2010 - March 2012
State Farm Insurance May 2009 - August 2009
Country Insurance & Financial Services January 2009 - May 2009
CLTS/SAIT - Illinois State University August 2007 - January 2009
Skills
Cisco Switches, Cisco IOS, Windows Server 2008, Active Directory, Group Policy, Windows Server 2003, Server Hardware, Desktop Hardware, Server Administration, Server Management, Data Center, Data Migration, Network Administration, Network Operations, System Administration, Troubleshooting, Windows, Hardware, Windows Server, Desktop Support, Computer Hardware, Windows 7, Citrix, Server Architecture, Servers, Windows Server 2012, FreePBX, WSUS, Ubuntu 12.04, SIP Trunking, ASA, Juniper Switches, Arista, ESXi, Linux KVM, Linux System..., Linux, Technical Support, Unix, Operating Systems, WAN, Networking, Exchange Connectivity, System Deployment, Low Latency, Microsoft Exchange, Trading Systems, VMware ESX, Cisco Technologies, Electronic Trading
Education
DePaul University 2011 — 2013
MS, Network Engineering
Illinois State University 2007 — 2009
BS, Telecommunications Management
Sterling Partners December 2014 - Present
3 Red Group October 2012 - November 2014
Great Point Capital June 2012 - October 2012
XR Trading February 2010 - March 2012
State Farm Insurance May 2009 - August 2009
Country Insurance & Financial Services January 2009 - May 2009
CLTS/SAIT - Illinois State University August 2007 - January 2009
Skills
Cisco Switches, Cisco IOS, Windows Server 2008, Active Directory, Group Policy, Windows Server 2003, Server Hardware, Desktop Hardware, Server Administration, Server Management, Data Center, Data Migration, Network Administration, Network Operations, System Administration, Troubleshooting, Windows, Hardware, Windows Server, Desktop Support, Computer Hardware, Windows 7, Citrix, Server Architecture, Servers, Windows Server 2012, FreePBX, WSUS, Ubuntu 12.04, SIP Trunking, ASA, Juniper Switches, Arista, ESXi, Linux KVM, Linux System..., Linux, Technical Support, Unix, Operating Systems, WAN, Networking, Exchange Connectivity, System Deployment, Low Latency, Microsoft Exchange, Trading Systems, VMware ESX, Cisco Technologies, Electronic Trading
Education
DePaul University 2011 — 2013
MS, Network Engineering
Illinois State University 2007 — 2009
BS, Telecommunications Management
Gabriel Mengin's Great Point Capital Experience July 2012 - Present
Job EVP, Great Point Capital
Industry Investment Management
Experience
Great Point Capital July 2012 - Present
Adler's Foreign Books December 2011 - July 2012
Avatar Securities, LLC April 2009 - December 2011
Virtu Financial / Virtu Pensarii October 2007 - April 2009
Assent Trading, LLC January 2006 - October 2007
Leader Investments April 2005 - August 2005
MEP, Inc August 2000 - December 2004
Skills
Trading Systems, Compliance Operations, Project Management, Microsoft Office, Data Analysis, Software Engineering, Qualitative Research, Property Management, Operations Management, API, Information Technology, ERP Software, Series 7, Series 3, Series 24, Series 55, Series 63, Investment Strategies, Investor Relations, Investment Properties, Quickbooks, Mas 90, Cougar Mountain..., Business Strategy, Marketing Strategy, Communications Strategy, Game Theory, Database Design, Data Processing, Economics, Technical Analysis
Education
University of Arizona 2000 — 2004
Bachlor's, Economics with a minor in Business Administration
Evanston Township High School 1996 — 2000
Great Point Capital July 2012 - Present
Adler's Foreign Books December 2011 - July 2012
Avatar Securities, LLC April 2009 - December 2011
Virtu Financial / Virtu Pensarii October 2007 - April 2009
Assent Trading, LLC January 2006 - October 2007
Leader Investments April 2005 - August 2005
MEP, Inc August 2000 - December 2004
Skills
Trading Systems, Compliance Operations, Project Management, Microsoft Office, Data Analysis, Software Engineering, Qualitative Research, Property Management, Operations Management, API, Information Technology, ERP Software, Series 7, Series 3, Series 24, Series 55, Series 63, Investment Strategies, Investor Relations, Investment Properties, Quickbooks, Mas 90, Cougar Mountain..., Business Strategy, Marketing Strategy, Communications Strategy, Game Theory, Database Design, Data Processing, Economics, Technical Analysis
Education
University of Arizona 2000 — 2004
Bachlor's, Economics with a minor in Business Administration
Evanston Township High School 1996 — 2000
Dan Connolly's Great Point Capital Experience December 2002 - June 2010
Job Global OTC Trader at Citadel Securities
Industry Investment Management
Experience
Citadel January 2013 - Present
Avatar Securities June 2010 - January 2013
Great Point Capital December 2002 - June 2010
Group One Trading January 2001 - July 2002
Skills
Trading, Equities, Options, Electronic Trading, Proprietary Trading, Trading Strategies, Derivatives, Equity Trading, Portfolio Management, Bloomberg, Financial Markets, Technical Analysis, Hedging, Market Making, Series 7, Hold Series 7, Hold Series 55, Holds Series 24, Arbitrage, Commodity, Fixed Income, Hedge Funds, Options Strategies, Securities, Traders
Education
University of Illinois at Urbana-Champaign 1996 — 2000
urban and regional planning, real estate developement
Citadel January 2013 - Present
Avatar Securities June 2010 - January 2013
Great Point Capital December 2002 - June 2010
Group One Trading January 2001 - July 2002
Skills
Trading, Equities, Options, Electronic Trading, Proprietary Trading, Trading Strategies, Derivatives, Equity Trading, Portfolio Management, Bloomberg, Financial Markets, Technical Analysis, Hedging, Market Making, Series 7, Hold Series 7, Hold Series 55, Holds Series 24, Arbitrage, Commodity, Fixed Income, Hedge Funds, Options Strategies, Securities, Traders
Education
University of Illinois at Urbana-Champaign 1996 — 2000
urban and regional planning, real estate developement
Albert Burke's Great Point Capital Experience March 2000 - March 2010
Job Self Employed Trader
Industry Capital Markets
Experience
Avartar Securities July 2010 - April 2011
Great Point Capital March 2000 - March 2010
Geldermann Brothers, 5 Year Treasury August 1998 - March 2000
Farmers Commodities Corporation September 1997 - August 1998
Skills
Trading, Bonds, Equity Trading, Back Office, Equities, Hedging, Proprietary Trading, Electronic Trading, Options, Trading Systems, ETFs, Trading Strategies, Technical Analysis
Education
University College Dublin 1990 — 1994
Bachelor of Arts (B.A.)
University College Dublin, Ireland 1990 — 1994
Bachelor of Arts Degree, Psychology and Archaeology
St Michaels College 1984 — 1990
Leaving Cert
Avartar Securities July 2010 - April 2011
Great Point Capital March 2000 - March 2010
Geldermann Brothers, 5 Year Treasury August 1998 - March 2000
Farmers Commodities Corporation September 1997 - August 1998
Skills
Trading, Bonds, Equity Trading, Back Office, Equities, Hedging, Proprietary Trading, Electronic Trading, Options, Trading Systems, ETFs, Trading Strategies, Technical Analysis
Education
University College Dublin 1990 — 1994
Bachelor of Arts (B.A.)
University College Dublin, Ireland 1990 — 1994
Bachelor of Arts Degree, Psychology and Archaeology
St Michaels College 1984 — 1990
Leaving Cert
Kenneth Alleavitch's Great Point Capital Experience November 2003 - August 2004
Job Financial Services Professional
Industry Financial Services
Experience
Mérieux NutriSciences July 2014 - Present
World Courier Ground/Amerisource Bergen May 2013 - January 2014
Zacks Investment Research January 2012 - November 2012
Thomson Reuters May 2005 - March 2011
Great Point Capital November 2003 - August 2004
Cargill Investor Services June 2000 - June 2002
Carr Futures Inc. (Dean Witter) October 1997 - June 2000
Skills
Stock Trading, Fina, Client Ser, investor, Capital Markets, Investor Relations, Trading, Securities, Options, Equities, Finance, Analysis, Financial Services, Investments, Equity Research, Fixed Income, Hedge Funds, Financial Markets, Derivatives, Bloomberg, Financial Modeling, Portfolio Management, FX Options, Risk Management, Trading Systems, Electronic Trading, Commodity
Education
Miami University
Bachelor of Science, Marketing
Mérieux NutriSciences July 2014 - Present
World Courier Ground/Amerisource Bergen May 2013 - January 2014
Zacks Investment Research January 2012 - November 2012
Thomson Reuters May 2005 - March 2011
Great Point Capital November 2003 - August 2004
Cargill Investor Services June 2000 - June 2002
Carr Futures Inc. (Dean Witter) October 1997 - June 2000
Skills
Stock Trading, Fina, Client Ser, investor, Capital Markets, Investor Relations, Trading, Securities, Options, Equities, Finance, Analysis, Financial Services, Investments, Equity Research, Fixed Income, Hedge Funds, Financial Markets, Derivatives, Bloomberg, Financial Modeling, Portfolio Management, FX Options, Risk Management, Trading Systems, Electronic Trading, Commodity
Education
Miami University
Bachelor of Science, Marketing
Matthew Favreau's Great Point Capital Experience Proprietary TraderAssent Partners, LLC2001 - 2010
Job Proprietary Trader at Assent Partners, LLC
Industry Financial Services
Experience
Great Point Capital Proprietary TraderAssent Partners, LLC2001 - 2010
Skills
Equities, Trading, Derivatives
Education
Lehigh University - College of Business and Economics 1993 — 1997
Business and Economics, Finance
Bronx High School of Science 1989 — 1993
Great Point Capital Proprietary TraderAssent Partners, LLC2001 - 2010
Skills
Equities, Trading, Derivatives
Education
Lehigh University - College of Business and Economics 1993 — 1997
Business and Economics, Finance
Bronx High School of Science 1989 — 1993
Adam Schmitz's Great Point Capital Experience 2003 - 2007
Job Basel Validations Analyst at U.S. Bank
Industry Banking
Experience
U.S. Bank April 2014 - Present
South Dakota State University August 2007 - April 2014
Great Point Capital 2003 - 2007
Refco 2000 - 2001
Skills
Statistical Modeling, SAS, University Teaching, Teaching, R, Higher Education, Bayesian statistics, Predictive Modeling, SAS Programming, Computational..., Statistical Data..., Economics, Econometrics, Statistical Programming, Qualitative Research, Futures, Options, Numerical Simulation, Numerical Analysis, Predictive Analytics, Parallel Computing, Academic Advising, College Teaching, Science, Theory, Statistics, statistic, Statistical Tools, Statistical Software, Statistical Computing, Multivariate Statistics, Business Statistics, Mathematical Statistics, Futures Trading, Financial Futures, Options Strategies, Real Options Analysis, Mathematics, Financial Economics, SAS Base, MPI, GPU, Parallel Programming, Parallel Processing, PROC SQL, PROC LOGISTIC
Education
South Dakota State University 2009 — 2014
Doctor of Philosophy (Ph.D.), Computational Science and Statistics
South Dakota State University 2007 — 2009
Master's degree, Statistics
The University of Chicago 1999 — 2002
Bachelor of Arts (B.A.), Economics
U.S. Bank April 2014 - Present
South Dakota State University August 2007 - April 2014
Great Point Capital 2003 - 2007
Refco 2000 - 2001
Skills
Statistical Modeling, SAS, University Teaching, Teaching, R, Higher Education, Bayesian statistics, Predictive Modeling, SAS Programming, Computational..., Statistical Data..., Economics, Econometrics, Statistical Programming, Qualitative Research, Futures, Options, Numerical Simulation, Numerical Analysis, Predictive Analytics, Parallel Computing, Academic Advising, College Teaching, Science, Theory, Statistics, statistic, Statistical Tools, Statistical Software, Statistical Computing, Multivariate Statistics, Business Statistics, Mathematical Statistics, Futures Trading, Financial Futures, Options Strategies, Real Options Analysis, Mathematics, Financial Economics, SAS Base, MPI, GPU, Parallel Programming, Parallel Processing, PROC SQL, PROC LOGISTIC
Education
South Dakota State University 2009 — 2014
Doctor of Philosophy (Ph.D.), Computational Science and Statistics
South Dakota State University 2007 — 2009
Master's degree, Statistics
The University of Chicago 1999 — 2002
Bachelor of Arts (B.A.), Economics
Alex Panoutsakos's Great Point Capital Experience
Job Senior Trader at Great Point Capital
Industry Financial Services
Experience
Great Point Capital
Skills
Electronic Trading, Equities, Equity Trading, Options, Proprietary Trading, Trading Strategies, Trading Systems
Education
Georgia Institute of Technology 2000 — 2002
Master of Science (MSc), Quantitative and Computational Finance
Great Point Capital
Skills
Electronic Trading, Equities, Equity Trading, Options, Proprietary Trading, Trading Strategies, Trading Systems
Education
Georgia Institute of Technology 2000 — 2002
Master of Science (MSc), Quantitative and Computational Finance
Dax Marquez's Great Point Capital Experience January 2000 - April 2011
Job Nursing student at Resurrection University
Industry Financial Services
Experience
Resurrection University August 2014 - Present
Allstate November 2012 - August 2013
Geneva Trading September 2011 - August 2012
Great Point Capital January 2000 - April 2011
Paine Webber June 1996 - January 2000
Skills
Options, Series 7, FINRA, Derivatives, Equities, Trading, Bloomberg, Electronic Trading, Financial Markets, Fixed Income, Volatility, Trading Systems, Proprietary Trading, Securities, Portfolio Management, Equity Trading
Education
Moraine Valley Community College 2010 — 2011
A.S.
Truman University 1996 — 1998
Resurrection University August 2014 - Present
Allstate November 2012 - August 2013
Geneva Trading September 2011 - August 2012
Great Point Capital January 2000 - April 2011
Paine Webber June 1996 - January 2000
Skills
Options, Series 7, FINRA, Derivatives, Equities, Trading, Bloomberg, Electronic Trading, Financial Markets, Fixed Income, Volatility, Trading Systems, Proprietary Trading, Securities, Portfolio Management, Equity Trading
Education
Moraine Valley Community College 2010 — 2011
A.S.
Truman University 1996 — 1998
Sinclair Nagy's Great Point Capital Experience December 2012 - December 2014
Job Risk Analyst II at International Bancshares Corp
Industry Financial Services
Experience
International Bancshares Corp July 2015 - Present
Century Management May 2014 - July 2015
R-Water LLC January 2014 - May 2015
Great Point Capital December 2012 - December 2014
Student Managed Investment Fund (SMIF) at Texas State University January 2014 - May 2014
Student Managed Investment Fund (SMIF) at Texas State University August 2013 - December 2013
H-E-B September 2008 - May 2011
Skills
Foreign Language..., Portfolio Management, Investments, Equities, Management, Forecasting, Equity Trading, Chart Analysis, Technical Analysis, Financial Statement..., Stock Valuation, Bond Markets, Trading, Entrepreneurship, Public Speaking, Microsoft Excel
Education
Texas State University-San Marcos
Bachelor of Business Administration (BBA), with an emphasis in Economics
International Bancshares Corp July 2015 - Present
Century Management May 2014 - July 2015
R-Water LLC January 2014 - May 2015
Great Point Capital December 2012 - December 2014
Student Managed Investment Fund (SMIF) at Texas State University January 2014 - May 2014
Student Managed Investment Fund (SMIF) at Texas State University August 2013 - December 2013
H-E-B September 2008 - May 2011
Skills
Foreign Language..., Portfolio Management, Investments, Equities, Management, Forecasting, Equity Trading, Chart Analysis, Technical Analysis, Financial Statement..., Stock Valuation, Bond Markets, Trading, Entrepreneurship, Public Speaking, Microsoft Excel
Education
Texas State University-San Marcos
Bachelor of Business Administration (BBA), with an emphasis in Economics
Brent Kerbel's Great Point Capital Experience June 2005 - February 2007
Job Assistant Vice President at US Bancorp Fund Services
Industry Financial Services
Experience
US Bancorp Fund Services LLC April 2007 - Present
Robert W. Baird & Co. September 2011 - December 2011
Great Point Capital June 2005 - February 2007
Education
Marquette University 2010 — 2012
MBA, 3.6
University of Wisconsin-Madison 2000 — 2003
BA, Economics, 3.2
US Bancorp Fund Services LLC April 2007 - Present
Robert W. Baird & Co. September 2011 - December 2011
Great Point Capital June 2005 - February 2007
Education
Marquette University 2010 — 2012
MBA, 3.6
University of Wisconsin-Madison 2000 — 2003
BA, Economics, 3.2
Jon Meredith's Great Point Capital Experience April 2010 - Present
Job Equity Trader at Great Point Capital
Industry Financial Services
Experience
Great Point Capital April 2010 - Present
Kershner Trading Group June 2005 - April 2010
Skills
Equities, Equity Trading, Proprietary Trading, Series 7, Trading, Trading Systems, Electronic Trading, Options, Bloomberg, Series 63, Trading Strategies, Securities, Financial Markets, Hedge Funds, Technical Analysis, Financial Modeling, FINRA, Investments, Hedging, Financial Analysis
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Great Point Capital April 2010 - Present
Kershner Trading Group June 2005 - April 2010
Skills
Equities, Equity Trading, Proprietary Trading, Series 7, Trading, Trading Systems, Electronic Trading, Options, Bloomberg, Series 63, Trading Strategies, Securities, Financial Markets, Hedge Funds, Technical Analysis, Financial Modeling, FINRA, Investments, Hedging, Financial Analysis
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Brent Bowling, CCP's Great Point Capital Experience 2008 - 2011
Job Principal Consultant
Industry Construction
Experience
Independent Consultant November 2013 - Present
Gilbane Building Company December 2012 - December 2013
DynCorp International 2012 - December 2012
Evergreen Engineering 2011 - 2012
Aeroflex 2010 - 2011
Great Point Capital 2008 - 2011
Kellogg Brown & Root 2004 - 2008
Skills
Earned Value Management, Conceptual Estimating, Cost Engineering, Feasibility Studies, Contract Administration, Primavera P6, Contract Management, Project Planning, Variance Analysis, Trend Recognition, Quantity Surveying, Budgeting, Forecasting, Proposals, Risk Analysis, Budgets, Cost Control, CPM Scheduling, Project Control, Estimates, Management, Proposal Writing, MS Project, Analysis, Contract Negotiation
Education
The University of Texas at Austin
BA, Economics
The University of Texas at Austin
Independent Consultant November 2013 - Present
Gilbane Building Company December 2012 - December 2013
DynCorp International 2012 - December 2012
Evergreen Engineering 2011 - 2012
Aeroflex 2010 - 2011
Great Point Capital 2008 - 2011
Kellogg Brown & Root 2004 - 2008
Skills
Earned Value Management, Conceptual Estimating, Cost Engineering, Feasibility Studies, Contract Administration, Primavera P6, Contract Management, Project Planning, Variance Analysis, Trend Recognition, Quantity Surveying, Budgeting, Forecasting, Proposals, Risk Analysis, Budgets, Cost Control, CPM Scheduling, Project Control, Estimates, Management, Proposal Writing, MS Project, Analysis, Contract Negotiation
Education
The University of Texas at Austin
BA, Economics
The University of Texas at Austin
Kerr Friedman's Great Point Capital Experience August 2011 - March 2012
Job Senior Investment Analyst at BlackGold Capital Management
Industry Investment Banking
Experience
BlackGold Capital Management January 2014 - Present
Simmons & Company International March 2012 - January 2014
Great Point Capital August 2011 - March 2012
Teacher Retirement System of Texas June 2011 - August 2011
Tauber Oil Company January 2011 - May 2011
ConocoPhillips January 2010 - May 2010
Education
Texas A&M University
Bachelor's degree, Finance, Trading & Risk Management
BlackGold Capital Management January 2014 - Present
Simmons & Company International March 2012 - January 2014
Great Point Capital August 2011 - March 2012
Teacher Retirement System of Texas June 2011 - August 2011
Tauber Oil Company January 2011 - May 2011
ConocoPhillips January 2010 - May 2010
Education
Texas A&M University
Bachelor's degree, Finance, Trading & Risk Management