Griffin, Kubik, Stephens & Thompson

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Griffin, Kubik, Stephens & Thompson Employees

Employee
Years
Job
Industry
Jim Kubik Jim Kubik Littleton, Colorado Details
Jim Kubik's Griffin, Kubik, Stephens & Thompson Experience 1980 - 2008
Job Managing Director Institutional Sales at Northland Securities
Industry Financial Services
Experience
Northland Securities  March 2012 - Present
BMO Capital Markets GKST   June 2008 - February 2012
Griffin, Kubik, Stephens & Thompson   1980 - 2008

Skills
Institutional Sales, Capital Markets, Portfolio Management, Sales Management, Finance, Bonds, Leadership, Team Building

Education
Northern Illinois University   1967 — 1970
Bachelor of Science (BS), Marketing

Mary Therese Pembroke Mary Therese Pembroke Greater Chicago Area Details
Mary Therese Pembroke's Griffin, Kubik, Stephens & Thompson Experience May 2006 - January 2007
Job Assistant Vice President, Marketing and Project Manager at Ziegler
Industry Marketing and Advertising
Experience
Ziegler  September 2014 - Present
Ziegler  April 2013 - September 2014
Tribune Broadcasting  March 2012 - April 2013
Tribune Broadcasting  January 2011 - March 2012
Tribune Broadcasting  March 2010 - January 2011
Caffeine Communications  September 2009 - November 2009
AKA MEDIA INC.  May 2007 - January 2009
Griffin, Kubik, Stephens & Thompson   May 2006 - January 2007

Skills
Social Media, Marketing, Marketing Strategy, Corporate Branding, Editing, Graphic Design, Illustrator, InDesign, Photoshop, Public Relations, Press Releases, Social Media Marketing, Marketing Communications

Education
Harrington College of Design   2012 — 2015
Master of Arts (MA), Communication Design

Marquette University   2005 — 2009
Bachelor of Arts, Public Relations, Advertising, Marketing

Mother McAuley High School   2001 — 2005

Susan Homeier Susan Homeier Greater Chicago Area Details
Susan Homeier's Griffin, Kubik, Stephens & Thompson Experience January 2000 - January 2003
Job Independent Consultant Strategic Planning, Finance, Marketing and Project management
Industry Consumer Goods
Experience
The Anixter Center   May 2013 - Present
Stern Brothers  September 2011 - March 2014
AIME   January 2010 - January 2014
Grigsby & Associates   February 2010 - June 2011
AIME   December 2006 - February 2010
Piper Jaffray  2003 - 2008
Women in Public Finance   October 2004 - October 2007
Griffin, Kubik, Stephens & Thompson   January 2000 - January 2003
A.G. Edwards   January 1998 - January 2000
A.G. Edwards   January 1992 - January 1998

Skills
Finance, Project Management, Strategic Planning, Investments, Financial Analysis, Management, Financial Statement..., Renewable Energy, Start-ups, Credit Management, Equities, Investment Banking, Due Diligence, Business Planning, Banking, Leadership, Mergers & Acquisitions, Structured Finance, Securities, Marketing, Credit, Portfolio Management, Analysis, Tax Equity, Sales, Business Development, Direct Sales, Mentoring, Professional Mentoring, Team Mentoring

Education
Saint Louis University   1995 — 1997
Master of Business Administration, Marketing

Tulane University   1986 — 1990
Bachelor of Science; A. B. Freeman School, Management - Finance; Business

Mary Institute   1982 — 1986
High School Diploma

Kevin A. Krestan, CFP Kevin A. Krestan, CFP Phoenix, Arizona Area Details
Kevin A. Krestan, CFP's Griffin, Kubik, Stephens & Thompson Experience 1983 - 1999
Job Regional Fixed Income Specialist at Charles Schwab
Industry Investment Management
Experience
Charles Schwab  January 2012 - Present
Morgan Stanley  2009 - 2011
Harris Private Bank  2003 - 2009
Northern Trust Bank - Phoenix   2000 - 2003
William Blair & Co., LLC   1999 - 2000
Griffin, Kubik, Stephens & Thompson   1983 - 1999

Education
Arizona State University – School of Global Managment & Leadership   2007 — 2009
Master of Science, Applied Leadership and Management

College for Financial Planning   2002 — 2003
Master of Science, Financial Planning and Services

Biola University   1979 — 1983
Bachelor of Science, Business Administration

Patrice Loisi, PHR Patrice Loisi, PHR Schaumburg, Illinois Details
Patrice Loisi, PHR's Griffin, Kubik, Stephens & Thompson Experience April 1998 - April 2000
Job Strategic HR Business Partner
Industry Human Resources
Experience
EmPowerHR  November 2014 - Present
EmPowerHR, a Laurus Strategies Company   March 2014 - November 2014
Tandem HR  January 2014 - March 2014
McDonald's Corporation  June 2011 - November 2013
Masuda Funai  May 2000 - April 2011
DePaul University College of Computing and Digital Media  March 2009 - December 2009
Griffin, Kubik, Stephens & Thompson   April 1998 - April 2000
Viaticus   1997 - 1998

Skills
Microsoft Office, Performance Management, Employee Relations, HRIS, FMLA, Deferred Compensation, Management, Succession Planning, Personnel Management, Applicant Tracking..., Employee Benefits, Talent Acquisition, Human Resources, Employment Law, Strategy, Staff Development, Leadership, Recruiting, Customer Service, Interviews, Temporary Placement, Organizational..., Labor Relations, Onboarding, Talent Management, Workforce Planning, Employee Engagement, New Hire Orientations, College Recruiting, Payroll, Benefits Administration, Organizational..., Employee Training, Employer Branding, HR Policies

Education
Society for Human Resource Professionals (SHRM)   2015 — 2015
SHRM-CP, Certified Professional, Human Resources

University of Phoenix - School of Advanced Studies   2009 — 2015
Doctoral Candidate for Doctorate in Business Administration (ABD status), Dissertation work in Building an IT Leadership Pipeline, 3.96/4.0

DePaul University - Charles H. Kellstadt Graduate School of Business   1994 — 1999
MBA, International Business

Elmhurst College
BS, Marketing

HR Certification Institute (HRCI)
PHR, Professional in Human Resources

Michael Binder Michael Binder Greater Chicago Area Details
Michael Binder's Griffin, Kubik, Stephens & Thompson Experience May 2006 - September 2006
Job Financial Advisor, Northern Trust Securities, Inc.
Industry Financial Services
Experience
Northern Trust Wealth Management  April 2011 - Present
Northern Trust  June 2010 - March 2011
Charles Schwab  August 2009 - June 2010
Wells Fargo Advisors  June 2007 - April 2009
Griffin, Kubik, Stephens & Thompson   May 2006 - September 2006
Aspen Marketing Services  May 2005 - September 2005
Rich Harvest Farms  May 1998 - August 2004

Skills
Series 7, Financial Analysis, Retirement Planning, Mutual Funds, Investments, Asset Managment, Fixed Income, Asset Allocation, Investment Management, Equities, Securities, Financial Advisory, ThomsonOne, Morningstar, Interpersonal..., series 66, Uniform Combined State...

Education
Quinlan School of Business, Loyola University Chicago   2012 — 2015
Master of Business Administration (M.B.A.), Economics

Marquette University   2003 — 2007
Bachelor of Science Degree, Business Administration; Finance & Marketing

Marmion Academy   1999 — 2003
High school diploma

Ashley Hutchinson Ashley Hutchinson Greater Chicago Area Details
Ashley Hutchinson's Griffin, Kubik, Stephens & Thompson Experience May 2008 - August 2008
Job Editor & Founder of SedBona.com, Photographer
Industry Photography
Experience
BMO Capital Markets  June 2009 - June 2012
BMO Capital Markets  December 2008 - January 2009
Beloit College  August 2006 - December 2008
Griffin, Kubik, Stephens & Thompson   May 2008 - August 2008
Ashoka  November 2007 - December 2007
Griffin, Kubik, Stephens & Thompson   May 2007 - August 2007
Beloit College  August 2006 - May 2007
Beloit College  August 2005 - May 2007

Skills
Research, Social Media, Microsoft Office, Public Speaking, Editing, Event Planning

Education
Beloit College   2005 — 2009
B.A., International Relations- Economic Development

Paul W. Sorensen Paul W. Sorensen Charleston, South Carolina Details
Paul W. Sorensen's Griffin, Kubik, Stephens & Thompson Experience February 1999 - May 2000
Job President at The Mission Collective
Industry Religious Institutions
Experience
The Mission Collective   September 2014 - Present
Anglican Mission in the Americas  January 2012 - September 2014
St. Paul's Theological Centre / St. Mellitus College   August 2011 - July 2013
Greenwich Center for Hope and Renewal   January 2006 - December 2011
Alliance Theological Seminary  January 2010 - May 2011
Shining Rock Counseling Center   January 2005 - April 2007
Griffin, Kubik, Stephens & Thompson   February 1999 - May 2000

Skills
Leadership Development, Preaching, Non-profits, Psychotherapy, Pastoral Care, Missions, Theology, Public Speaking, Volunteer Management, Strategic Planning, Nonprofits, Spiritual Direction, Community Development, Community Organizing, Leadership, Program Development, Strategic Partnerships, Church Events, Evangelism, Training, Strategy, Non-profit..., Organizational..., Conflict Resolution, Volunteer Recruiting

Education
Reformed Theological Seminary   2001 — 2007
Master of Divinity, Master of Arts in Counseling

Wheaton College   1995 — 1999
Bachelor of Arts, Business & Economics

The McCallie School   1989 — 1995

Kristie Bonifer Kristie Bonifer Louisville, Kentucky Details
Kristie Bonifer's Griffin, Kubik, Stephens & Thompson Experience September 2000 - July 2002
Job Event Planner and Human Resource Professional
Industry Events Services
Experience
Independent Contractor  April 2012 - Present
Actor's Theatre  January 2012 - Present
York Management   April 2012 - May 2013
Ernst & Young  July 2007 - March 2010
Ernst & Young  July 2002 - June 2007
Griffin, Kubik, Stephens & Thompson   September 2000 - July 2002
Howard Miller  February 2000 - September 2000
Self employed - Human Resource Consultant   March 1998 - December 1999

Skills
Event Management, Event Planning, Microsoft Office, Fundraising, Team Building, Microsoft Word, Microsoft Excel, Corporate Events, Lotus Notes, Training, Facebook, Organizational..., Customer Service, Public Relations, Budgets, Administrative..., Internal Communications, Marketing Communications, Project Management, Social Media, Marketing, Nonprofits, Leadership, Market Research, Social Media Marketing, Leadership Development, Social Networking, Strategic Planning, Hospitality, Sales, Strategic Communications, Newsletters, Human Resources, Employee Benefits, Meeting Planning, Copywriting, Creative Writing, Performance Management, PeopleSoft, Outlook, Team Leadership, Organizational..., Advertising, Management

Education
Michigan State University
Bachelor of Arts (BA), Sociology and Human Resources

Northwestern Michigan College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies

Brendan Fletcher Brendan Fletcher Greater Chicago Area Details
Brendan Fletcher's Griffin, Kubik, Stephens & Thompson Experience May 1996 - January 1997
Job Vice President Commercial Card Product Specialist at JPMorgan Chase
Industry Banking
Experience
JP Morgan Chase  August 2010 - Present
JPMorgan Chase  May 2008 - August 2010
Commerce Bank  September 2005 - May 2008
JPMorgan Chase  May 1998 - September 2005
PricewaterhouseCoopers  October 1997 - May 1998
Near North Insurance Brokerage  May 1997 - October 1997
Griffin, Kubik, Stephens & Thompson   May 1996 - January 1997

Skills
Payments, Relationship Management, Credit Cards, Capital Markets, Selling, Program Management, Risk Management, Business Analysis, Sales

Education
University of Illinois at Chicago
Bachelor of Science Degree, Finance

Adrienne Haass Adrienne Haass Seattle, Washington Details
Adrienne Haass's Griffin, Kubik, Stephens & Thompson Experience May 2005 - September 2005
Job Director of Marketing at Design Imports
Industry Consumer Goods
Experience
Design Imports  March 2013 - Present
zulily  November 2011 - January 2013
Design Imports  2005 - 2009
Griffin, Kubik, Stephens & Thompson   May 2005 - September 2005

Skills
International Project..., Adobe Creative Suite..., Packaging Design, Graphic Design, Social Media, Financial Modeling, Supplier Negotiations, Microsoft Office, Packaging, Cross-functional Team..., Product Marketing, Supplier Negotiation, Marketing, Fashion, Merchandising, Competitive Analysis, Marketing Strategy, Strategy, Business Strategy, Strategic Planning, Product Development

Education
Columbia University - Columbia Business School   2010 — 2011
MBA, Marketing, Management

Wheaton College   2001 — 2006
BA, Business/Economics

Carrie E. Crane Carrie E. Crane Chicago, Illinois Details
Carrie E. Crane's Griffin, Kubik, Stephens & Thompson Experience June 2004 - August 2004
Job Creative Professional
Industry Design
Experience
William Blair & Company  December 2011 - Present
Williams Lea  December 2008 - September 2011
UBS Investment Bank  September 2004 - December 2008
Griffin, Kubik, Stephens & Thompson   June 2004 - August 2004
KPMG  2003 - June 2004
Deutsche Bank  2000 - 2003

Skills
PowerPoint, Word, Excel, Graphic Design, Photography, Therapeutic Massage, Resume Writing, Fine Art, Conservation Framing, Marketing, Photoshop, Customer Service, Microsoft Excel, Microsoft Word, Finance, Blogging, Social Networking, Social Media, Editing, Event Planning, Web Design, Adobe Creative Suite, Public Speaking, Advertising

Education
Soma Institute-The National School of Clinical Massage Therapy   2009 — 2011
Clinical Massage Therapy

Alfred University   1993 — 1997
Bachelor of Fine Arts, Photography, Ceramics

Jeff Hartney Jeff Hartney Greater Chicago Area Details
Jeff Hartney's Griffin, Kubik, Stephens & Thompson Experience 1994 - 1995
Job Executive Director at Bank Insurance and Securities Association
Industry Financial Services
Experience
Bank Insurance and Securities Association   July 2014 - Present
Arroweye Solutions  February 2013 - June 2014
BAI  2003 - February 2013
Avatar Ltd.   2000 - 2002
Checkfree Corp  1999 - 2000
Intelidata Technologies  1996 - 1998
QMS, Inc  1995 - 1997
Griffin, Kubik, Stephens & Thompson   1994 - 1995
Calcomp Corp.   1989 - 1994
Xerox Corporation  1985 - 1989

Skills
Business Development, Contract Negotiation, Leadership, Financial Services, CRM, Selling, Market Penetration, Lead Generation, SaaS, Sales Management, Salesforce.com, Relationship Management, Management, Marketing Strategy, Account Management, Sales, Marketing, Sales Operations, E-commerce, Market Research, Sales Process, Entrepreneurship, Team Building, Forecasting

Education
University of Illinois at Urbana-Champaign - College of Business   1983 — 1985
MBA, Marketing

University of Notre Dame - Mendoza College of Business   1979 — 1983
BBA, Business Marketing

Anton Tony Purkart, MBA Anton Tony Purkart, MBA Greater Chicago Area Details
Anton Tony Purkart, MBA's Griffin, Kubik, Stephens & Thompson Experience 2001 - 2004
Job Seasoned sales and marketing professional with strong financial accumen
Industry Environmental Services
Experience
United Airlines  2005 - July 2012
NatCity Investments  November 2002 - May 2005
Griffin, Kubik, Stephens & Thompson   2001 - 2004
Jareo-Jareo Marketing and Communications   1999 - 2001
Town and Country Distributors  1990 - 1998

Skills
Strategy, Marketing Strategy, Management

Education
Loyola University of Chicago - Graduate School of Business   1999 — 2001
MBA, Marketing, Management

University of Illinois at Urbana-Champaign   1986 — 1990
BA, History

Geneva High School

Socrates Rivers Socrates Rivers Greater Chicago Area Details
Socrates Rivers's Griffin, Kubik, Stephens & Thompson Experience 2001 - 2006
Job Principal at Socratic Holding LLC
Industry Financial Services
Experience
Socratic Holding LLC   April 2007 - Present
Popular Securities/Banco Popular   2006 - 2007
Griffin, Kubik, Stephens & Thompson   2001 - 2006
Ameritech  1997 - 2001
Pitney Bowes  1994 - 1995

Skills
Business Strategy

Education
The University of Akron   1995 — 1997
Masters of Business Administration

Ohio University   1984 — 1989
Bachelor of Arts, Sociology

Craig Stanley Craig Stanley Madison, Wisconsin Area Details
Craig Stanley's Griffin, Kubik, Stephens & Thompson Experience January 1988 - July 1992
Job Founding Principal, Broadwing Advisors
Industry Commercial Real Estate
Experience
Broadwing Advisors, LLC   February 2013 - Present
Siegel-Gallagher Companies   July 2001 - January 2013
GVA Williams  August 1997 - July 2001
Mesirow Financial  June 1992 - July 1997
Griffin, Kubik, Stephens & Thompson   January 1988 - July 1992

Skills
Contract Negotiation, Real Estate, Investment Properties, Valuation, Investments, Lease Negotiations, Leases, Disposition, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Brokerage, Tenant Representation, Corporate Real Estate, Location Intelligence, Property Management, Tenant, Landlords, Asset Management, Real Estate Economics, Real Estate Financing, Due Diligence, Apartments, Property

Education
University of Wisconsin-Madison - School of Business   2003 — 2005
MBA, General Business

Allegheny College   1983 — 1987
MS, Economics

University School of Milwaukee   1979 — 1983

Bill Mulvihill Bill Mulvihill Cincinnati Area Details
Bill Mulvihill's Griffin, Kubik, Stephens & Thompson Experience 2004 - 2005
Job Vice President at U.S. Bank Professional Sports Group
Industry Banking
Experience
US Bank  November 2006 - Present
First Trust Advisors  2005 - 2006
Claymore Securities  2005 - 2005
Griffin, Kubik, Stephens & Thompson   2004 - 2005
House Ways and Means Committee  2002 - 2004

Education
University of Cincinnati   2001 — 2002
M.B.A., Finance

University of Cincinnati   1996 — 2001
B.S., Mechanical Engineering

DJ McKie DJ McKie Greensboro/Winston-Salem, North Carolina Area Details
DJ McKie's Griffin, Kubik, Stephens & Thompson Experience July 1993 - May 1996
Job President, COO at Linville Grips
Industry Marketing and Advertising
Experience
Linville Grips   December 2012 - Present
Bottle Rocket Solutions   February 2012 - Present
Focus Tank, LLC   March 2007 - December 2011
Kernel Kustard   March 2007 - December 2011
Brew Nerds   March 2007 - December 2011
TrackStar Recordworks   March 2005 - September 2007
Krispy Kreme  February 2001 - March 2006
Digital Java, Inc.   September 1996 - February 2001
Griffin, Kubik, Stephens & Thompson   July 1993 - May 1996

Skills
Concept Development, Retail, Product Development, Executive Management, New Business Development, Marketing Strategy, Business Strategy, Brand Development, Strategic Planning, Income Statement, IT Management, IT Strategy, Sales, Contract Negotiation, Market Planning, Start-ups, Customer Service, Marketing, Social Media Marketing, Entrepreneurship, Project Management, Advertising, Marketing Communications, Change Management, Cross-functional Team..., Team Building, Forecasting, Market Research, Event Planning, Sales Management, Food Service, Team Leadership, Business Development, Business Planning, Management, Social Media, Competitive Analysis, Strategy, Mergers, Budgets, Food & Beverage, Operations Management, Marketing Management, P&L Management, Strategic Partnerships, Franchising, Leadership, Mergers & Acquisitions, Training, Franchise Consulting

Education
Taylor University   1989 — 1993
BA, Business Administration

Nicholas Alef, CFA Nicholas Alef, CFA Greater Atlanta Area Details
Nicholas Alef, CFA's Griffin, Kubik, Stephens & Thompson Experience June 2000 - August 2000
Job Manager at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines  February 2009 - Present
McColl Partners  June 2008 - August 2008
WH Capital, LLC   May 2004 - June 2007
Arayoz, Inc.   October 2003 - May 2004
Griffin, Kubik, Stephens & Thompson   June 2000 - August 2000

Skills
Financial Modeling, Valuation, Forecasting, Investments, PowerPoint, Financial Analysis, Microsoft Excel, Competitive Analysis, DCF, Essbase, SAP, Hyperion Enterprise, Microsoft Word, Business Analysis, Strategy, Mergers & Acquisitions, Excel, Budgeting, Project Finance, Word, LBO, Mergers

Education
Emory University - Goizueta Business School   2007 — 2009
MBA, Finance, Leadership

Emory University   1998 — 2002
BA, Economics

The London School of Economics and Political Science (LSE)   2000 — 2001
Economics

Keith Melanson Keith Melanson Greater Boston Area Details
Keith Melanson's Griffin, Kubik, Stephens & Thompson Experience May 1988 - July 1993
Job Director at Credit Suisse private bank
Industry Investment Banking
Experience
Credit Suisse private bank  April 2011 - Present
J.P. Morgan   March 2008 - April 2011
Bear Stearns  July 1993 - March 2008
Griffin, Kubik, Stephens & Thompson   May 1988 - July 1993

Skills
Fixed Income, Investment Banking, Strategic Planning

Education
Babson College   1982 — 1986
Bachelor of science, finance and investments

Jacob Koerselman Jacob Koerselman Sioux Falls, South Dakota Area Details
Jacob Koerselman's Griffin, Kubik, Stephens & Thompson Experience September 2006 - December 2006
Job Mortgage Loan Underwriter at Peoples Bank
Industry Banking
Experience
Peoples Bank  June 2011 - Present
Peoples Bank  December 2007 - Present
Griffin, Kubik, Stephens & Thompson   September 2006 - December 2006

Skills
Mortgage Lending, Loans, Underwriting, Portfolio Management, Financial Analysis, Loan Origination, Real Estate, Credit Analysis, Residential Homes, Refinance, Commercial Lending, Commercial Banking

Education
Northwestern College   2003 — 2007
Bachelor of Arts, Finance

Brian Wesbury Brian Wesbury Greater Chicago Area Details
Brian Wesbury's Griffin, Kubik, Stephens & Thompson Experience 1992 - 2005
Job Chief Economist at First Trust Advisors L.P.
Industry Investment Management
Experience
First Trust Advisors L.P.   January 2006 - Present
Griffin, Kubik, Stephens & Thompson   1992 - 2005
US Congress  1995 - 1996
Chicago Corporation   1990 - 1992
Harris Bank  1982 - 1990

Skills
Economics, Asset Allocation, Fixed Income, Investments, Equities, Asset Management, Alternative Investments, Investment Strategies, Portfolio Management, Mutual Funds, Hedge Funds, Financial Markets, Bloomberg, Bonds, Capital Markets

Education
Northwestern University - Kellogg School of Management   1987 — 1989
MBA, Finance and Org Behavior

The University of Montana   1978 — 1982
B.A., Economics

Randy Burleyson Randy Burleyson Greater Chicago Area Details
Randy Burleyson's Griffin, Kubik, Stephens & Thompson Experience April 1994 - June 2008
Job Managing Director at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets  August 2013 - Present
BMO Capital Markets (formerly Griffin, Kubik, Stephens & Thompson)   1994 - August 2013
Griffin, Kubik, Stephens & Thompson   April 1994 - June 2008

Skills
Fixed Income, Bloomberg, Bonds, Capital Markets, Fixed Income Trading, Bloomberg Terminal, Trading Systems, Credit Analysis, Electronic Trading, Financial Markets, Trading, Series 7, Series 63, Investment Banking, Equities, Derivatives, Securities, Portfolio Management, Alternative Investments, Structured Finance

Education
Eastern Illinois University   1991 — 1994
B.S., Finance

Brandon Atkinson Brandon Atkinson Oklahoma City, Oklahoma Details
Brandon Atkinson's Griffin, Kubik, Stephens & Thompson Experience May 2006 - August 2006
Job Lead Therapist at Public Strategies
Industry Civic & Social Organization
Experience
Public Strategies  April 2014 - Present
Public Strategies  June 2011 - April 2014
Communities in Schools of Aurora  August 2010 - May 2011
Outreach Community Ministries  July 2007 - August 2010
Outreach Community Ministries  August 2009 - May 2010
Griffin, Kubik, Stephens & Thompson   May 2006 - August 2006

Skills
Community Outreach, Community Engagement, School Social Work, Family Therapy, Child Therapy, Group Therapy, Community Organizing, Case Managment, Program Development, Fundraising, Strategic Planning, Clinical Supervision, Team Building

Education
University of Illinois at Chicago   2009 — 2011
Masters, Social Work (Community Health and Urban Development)

Judson University   2003 — 2007
Bachelor of Arts, Communications

Keri Trolson Keri Trolson Greater Chicago Area Details
Keri Trolson's Griffin, Kubik, Stephens & Thompson Experience June 1999 - November 2001
Job Vice President at Piper Jaffray & Co.
Industry Investment Banking
Experience
Piper Jaffray & Co.   November 2001 - Present
Griffin, Kubik, Stephens & Thompson   June 1999 - November 2001

Education
The University of Chicago   1997 — 1999
Master of Public Policy

The George Washington University   1991 — 1995

David Kubik David Kubik Greater Denver Area Details
David Kubik's Griffin, Kubik, Stephens & Thompson Experience June 2001 - July 2007
Job Carnick & Kubik
Industry Financial Services
Experience
Carnick & Kubik   October 2011 - Present
Bank of Oklahoma/ Colorado State Bank & Trust   March 2009 - September 2011
Alliance Bernstein  July 2007 - November 2008
Griffin, Kubik, Stephens & Thompson   June 2001 - July 2007

Education
Southern Methodist University   1996 — 2000
BBA, Finance

Joyce Miller Joyce Miller Greater Chicago Area Details
Joyce Miller's Griffin, Kubik, Stephens & Thompson Experience June 1992 - April 2008
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets  May 2008 - Present
Griffin, Kubik, Stephens & Thompson   June 1992 - April 2008
Van Kampen Investments  February 1985 - June 1992
Van Kampen Funds  1985 - 1992

Education
Northern Illinois University
M.S.

Northern Illinois University
B.S., Social Science Education

James Matson James Matson Greater Chicago Area Details
James Matson's Griffin, Kubik, Stephens & Thompson Experience June 1993 - December 2004
Job Entrepreneur and Investor
Industry Venture Capital & Private Equity
Experience
Scandia Management LLC   June 2012 - Present
Performance Trust Capital Partners  January 2005 - May 2012
Griffin, Kubik, Stephens & Thompson   June 1993 - December 2004
Combus, Inc.   June 1984 - May 1993

Skills
Team Leadership, Leadership Development, Turn Around Management, Sales Management, Marketing Strategy, Capital Markets, Board of Director..., Business Development, Entrepreneurship, Governance, Leadership, New Business Development, Non-profits, Sales, Strategy, Management, Operations Management

Education
Quinlan School of Business, Loyola University Chicago   1998 — 2000
MBA, Management and Finance

Wheaton College   1980 — 1984
B.A., Economics

Brad Dillon Brad Dillon Greater Seattle Area Details
Brad Dillon's Griffin, Kubik, Stephens & Thompson Experience 1996 - 1999
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  2010 - Present
Goldman Sachs  2009 - 2010
Bernstein Global Wealth Management  2006 - 2009
Bernstein Global Wealth Management  2002 - 2006
Bernstein Global Wealth Management  2000 - 2002
Griffin, Kubik, Stephens & Thompson   1996 - 1999

Skills
Series 7, FINRA, Series 63, Asset Allocation, Wealth Management, Asset Managment, Equities, Portfolio Management, Alternative Investments, Investments, Securities, Fixed Income, Asset Management, Finance, Hedge Funds

Education
Taylor University   1996 — 2000
BS, Business Systems

Taylor University   1996 — 2000
Bachelor of Science (BS), Business Systems

Cathy Potempa Cathy Potempa Greater Chicago Area Details
Cathy Potempa's Griffin, Kubik, Stephens & Thompson Experience June 1994 - June 2008
Job Vice President Institutional Sales at Griffin, Kubik, Stephens & Thompson
Industry Financial Services
Experience
BMO Capital Markets  June 2008 - Present
Griffin, Kubik, Stephens & Thompson   June 1994 - June 2008

Education
Marquette University   1971 — 1975
B.A., Journalism, Business

Jennifer Beugelmans Jennifer Beugelmans Greater New York City Area Details
Jennifer Beugelmans's Griffin, Kubik, Stephens & Thompson Experience 1995 - 1997
Job at
Industry Public Relations and Communications
Experience
Etsy  April 2015 - Present
Joele Frank  February 2012 - April 2015
Joele Frank, Wilkinson Brimmer Katcher  February 2012 - January 2013
PURE Communications  2008 - February 2012
EVC Group, Inc.   2003 - 2008
Credit Suisse First Boston  2002 - 2003
Stapleton Communications  2000 - 2002
Merrill Lynch  1997 - 2000
Griffin, Kubik, Stephens & Thompson   1995 - 1997

Skills
Wall Street, Investor Relations, Corporate Communications, Mergers, Marketing, Crisis Communications, Hedge Funds, Investments, Strategy, Media Relations, Investment Banking, SEC filings, Thought Leadership, Strategic Communications, Mergers & Acquisitions, Reputation Management, Positioning, Corporate Social..., Press Releases, Internal Communications, Message Development, Finance, Analyst Relations, Spokesperson, IPO

Education
Smith College

Jackie Sinker Jackie Sinker Greater Chicago Area Details
Jackie Sinker's Griffin, Kubik, Stephens & Thompson Experience April 1987 - January 1989
Job Sr Vice President & Chief Operating Officer at Fixed Income Capital Partners LLC
Industry Financial Services
Experience
Fixed Income Capital Partners LLC   August 2009 - Present
Goldman Sachs & Co  May 1999 - August 2009
Investment Company Institute (ICI)   1992 - 2009
Northern Trust  December 1992 - May 1999
Goldman Sachs  December 1991 - December 1992
The Pilgrim Group now part of ING   June 1989 - July 1991
Griffin, Kubik, Stephens & Thompson   April 1987 - January 1989
The Illinois Company   1989 - 1989
The Illinois Company   March 1984 - April 1987
North Bank   1984 - 1985

Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Securities, Series 7, Asset Management, Mutual Funds, Investments, Capital Markets, Series 63, Derivatives, Portfolio Management, Financial Services, FINRA

Education
Marquette University   1979 — 1983
B.S. Bus Ad, Finance

Wheaton Central H.S.

William Haracz William Haracz Greater Boston Area Details
William Haracz's Griffin, Kubik, Stephens & Thompson Experience May 1987 - September 1990
Job Director at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets  September 1994 - Present
Kemper Securities  September 1990 - September 1994
Griffin, Kubik, Stephens & Thompson   May 1987 - September 1990

Skills
Equities, Hedge Funds, Trading, Investments, Trading Systems, Derivatives, Electronic Trading, Securities, Bloomberg

Education
National-Louis University   1980 — 1982
Master's degree, Education/Teaching of the Gifted and Talented

Northern Illinois University   1970 — 1973
Bachelor of Science (B.S.), Special Education and Teaching

Lisa Ainsworth Lisa Ainsworth Greater New York City Area Details
Lisa Ainsworth's Griffin, Kubik, Stephens & Thompson Experience June 1989 - September 1991
Job Per Diem Substitute Middle/High School Teacher at Eastern Suffolk BOCES
Industry Farming
Experience
Eastern Suffolk BOCES  February 2012 - Present
Springwater Farm   January 2003 - Present
Advest, Inc  April 2004 - December 2004
First Empire Securities, Inc  February 2003 - April 2004
Morgan Stanley  May 2001 - December 2002
MUNICIPALTRADE.com, Inc   March 2000 - March 2001
Mesirow Financial  March 1993 - March 2000
The Chicago Corporation  September 1991 - March 1993
Griffin, Kubik, Stephens & Thompson   June 1989 - September 1991

Skills
Marketing Strategy, Business Strategy, Small Business, New Business Development, Entrepreneurship, Agriculture

Education
Dowling College   2005 — 2007
Master's Degree, Adolescent Education

Lake Forest College   1987 — 1989
Bachelor's Degree, Business Administration and Management, General

Butte College   1982 — 1983
Associate's Degree, Automotive Technology

Mary Rose O'Neill Mary Rose O'Neill Greater Chicago Area Details
Mary Rose O'Neill's Griffin, Kubik, Stephens & Thompson Experience July 1991 - July 2008
Job at
Industry Investment Banking
Experience
BMO Capital Markets  July 1991 - Present
Griffin, Kubik, Stephens & Thompson   July 1991 - July 2008
VMS Realty Partners  February 1986 - March 1989
Smith Barney  November 1981 - February 1986

Skills
Investor Relations, Sales, Fixed Income, Capital Markets, Bloomberg, Series 7, Securities, Trading

Education
College of DuPage   1972 — 1974
Business Administration

Jamie Rachlin Jamie Rachlin Greater Chicago Area Details
Jamie Rachlin's Griffin, Kubik, Stephens & Thompson Experience May 1996 - June 2008
Job Managing Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets  July 2008 - Present
Griffin, Kubik, Stephens & Thompson   May 1996 - June 2008
Prudential Securities  January 1991 - April 1996

Skills
Capital Markets, Bonds, Fixed Income, Investment Banking, Financial Modeling, Financial Analysis, Interest Rate..., Structured Finance, Securities, Investments, Loans, Portfolio Management, Public Finance, Equities, Derivatives, Private Equity, Due Diligence, Hedge Funds, Bloomberg, Private Placements, Financial Structuring, IPO

Education
Wharton Business School   1986 — 1988
Master of Business Administration (MBA), Finance

Princeton University   1982 — 1984
Master of Science (MS), Engineering, Energy and Environment

Brown University   1978 — 1982
Bachelor of Arts (B.A.), Computer Science

Keri Trolson Keri Trolson Greater Chicago Area Details
Keri Trolson's Griffin, Kubik, Stephens & Thompson Experience June 1998 - November 2001
Job AVP of Central Bank Services at Federal Reserve Bank of Chicago
Industry Banking
Experience
Federal Reserve Bank of Chicago  February 2014 - Present
Federal Reserve Bank of Chicago  March 2013 - February 2014
Federal Reserve Bank of Chicago  May 2010 - March 2013
First National Investment Banking   June 2008 - May 2010
Piper Jaffray  November 2001 - June 2008
Griffin, Kubik, Stephens & Thompson   June 1998 - November 2001

Skills
Fixed Income, Investments, Financial Analysis, Bonds, Credit Analysis, Capital Markets, Loans, Credit, Banking, Bloomberg, Financial Modeling, Finance

Education
The University of Chicago   1997 — 1999
MPP, Public Policy

The George Washington University   1991 — 1995
BA

Kevin Contat Kevin Contat Greater Detroit Area Details
Kevin Contat's Griffin, Kubik, Stephens & Thompson Experience January 2004 - May 2005
Job Vice President/Sr. Relationship Manager Franchise Banking at Huntington National Bank
Industry Banking
Experience
Huntington National Bank  October 2011 - Present
Huntington National Bank  February 2010 - October 2011
Comerica Bank  May 2005 - February 2010
Griffin, Kubik, Stephens & Thompson   January 2004 - May 2005
Morgan Stanley Smith Barney  October 2000 - July 2003

Skills
Financial Analysis, Banking, Commercial Lending, Loans, Commercial Banking, Credit Analysis, Financial Modeling, Finance, Credit Risk, Underwriting, Mergers, Due Diligence, Middle Market, Portfolio Management

Education
University of Illinois at Chicago   2003 — 2004
MBA, Finance & Accounting

University of Michigan   1993 — 1997
BA in Secondary Education, History & Social Sciences

Michael Boisvert Michael Boisvert Greater Chicago Area Details
Michael Boisvert's Griffin, Kubik, Stephens & Thompson Experience December 1996 - April 2008
Job President at Longhouse Capital Advisors, LLC
Industry Financial Services
Experience
Longhouse Capital Advisors, LLC   January 2011 - Present
BMO Capital Markets  April 2008 - January 2011
Griffin, Kubik, Stephens & Thompson   December 1996 - April 2008

Skills
Non-profits, Bonds, Investment Banking, Finance

Education
Columbia University - Columbia Business School   1988 — 1990
MBA, Finance, Non-Profit Management

Princeton University , Woodrow Wilson School   1982 — 1984
MPA-URP, Public Policy and Urban and Regional Planning

The University of Chicago   1978 — 1982
A.B., Public Policy

Wendy Burdick Wendy Burdick Schaumburg, Illinois Details
Wendy Burdick's Griffin, Kubik, Stephens & Thompson Experience 2001 - 2003
Job Consumer Relations Specialist at Walgreens
Industry Retail
Experience
Walgreens  May 2006 - Present
Podolsky Northstar Realty Partners   2005 - 2006
Wells Fargo Home Mortgage  2003 - 2005
Griffin, Kubik, Stephens & Thompson   2001 - 2003
Chicago Merchantile Exchange  1993 - 2000

Skills
Customer Service, Merchandising, Retail, Time Management, Microsoft Excel, Customer Satisfaction, Inventory Management, Sales, Microsoft Word, Customer Sa, Microsoft Office

Education
Illinois State University