Guggenheim Investments
Industry: Financial services company
DescriptionGuggenheim Partners is a global investment and advisory financial services firm that engages in investment banking, capital markets services, investment management, investment advisory, and insurance services. CEO: Mark Walter (2000–) Assets under management: 310 billion USD Founded: 1999 Founders: Mark Walter, Peter Lawson-Johnston II, J. Todd Morley, Dominic Curcio, Guggenheim family Headquarters: New York City, NY, Chicago, IL Subsidiaries: Prometheus Global Media,
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Guggenheim Investments Employees
Employee
Years
Job
Industry
Emily Palko Emily Palko's Guggenheim Investments Experience March 2013 - Present
Job Sales Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments March 2013 - Present
First Niagara Bank December 2012 - February 2013
AXA Advisors August 2012 - November 2012
American Income Life May 2011 - August 2011
Rolling Hills Country Club May 2008 - August 2011
Skills
Word, PowerPoint, Excel, Customer Service, Sales, Microsoft Office, Social Media, Social Networking, Facebook, Teamwork, Leadership, Team Leadership
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelors of Business Administation, Majoring in Finance, Minoring in Accounting, Career Concentration in Personal Financial Planning
Guggenheim Investments March 2013 - Present
First Niagara Bank December 2012 - February 2013
AXA Advisors August 2012 - November 2012
American Income Life May 2011 - August 2011
Rolling Hills Country Club May 2008 - August 2011
Skills
Word, PowerPoint, Excel, Customer Service, Sales, Microsoft Office, Social Media, Social Networking, Facebook, Teamwork, Leadership, Team Leadership
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelors of Business Administation, Majoring in Finance, Minoring in Accounting, Career Concentration in Personal Financial Planning
Stephen DiGiovine, CIMA®, CAIA® Stephen DiGiovine, CIMA®, CAIA®'s Guggenheim Investments Experience June 2008 - July 2014
Job Vice President Business Development Executive at Northern Trust FlexShares ETFs
Industry Financial Services
Experience
Northern Trust - FlexShares ETFs August 2014 - Present
Guggenheim Investments June 2008 - July 2014
America 2030 Equity January 2008 - June 2008
Fremont Investment & Loan June 2004 - May 2007
Heartland Home Finance November 2002 - June 2004
ProEquities June 2001 - November 2002
Skills
Asset Allocation, Risk Management, Alternative Investments, Fixed Income, Hedge Funds, ETFs, Mutual Funds, Investment Strategies, Portfolio Management, Investments, Series 7, Commodities, Managed Futures, Asset Management, Financial Markets, Series 63, Commodity, Equities, Options, Investment Advisory, Trading, Financial Advisory, Finance, Morningstar, Separately Managed..., Financial Services, Securities, Wealth Management, Investment Management, Uniform Combined State..., Series 65, Bonds, FINRA, Retirement Planning, Relationship Management
Education
University of Pennsylvania – The Wharton School 2010 — 2010
•CIMA® - Certified Investment Management Analyst
Freedom Personal Development 2009 — 2009
Memory Training
Sequoia Systems 2008 — 2008
Financial Services Distribution Training
ASA - Sandler Sales Institute 2007 — 2008
Advanced Sales Training and Business Development
Illinois State University 1997 — 2001
Bachelor of Science, Finance/Economics
Plainfield High School 1993 — 1997
Northern Trust - FlexShares ETFs August 2014 - Present
Guggenheim Investments June 2008 - July 2014
America 2030 Equity January 2008 - June 2008
Fremont Investment & Loan June 2004 - May 2007
Heartland Home Finance November 2002 - June 2004
ProEquities June 2001 - November 2002
Skills
Asset Allocation, Risk Management, Alternative Investments, Fixed Income, Hedge Funds, ETFs, Mutual Funds, Investment Strategies, Portfolio Management, Investments, Series 7, Commodities, Managed Futures, Asset Management, Financial Markets, Series 63, Commodity, Equities, Options, Investment Advisory, Trading, Financial Advisory, Finance, Morningstar, Separately Managed..., Financial Services, Securities, Wealth Management, Investment Management, Uniform Combined State..., Series 65, Bonds, FINRA, Retirement Planning, Relationship Management
Education
University of Pennsylvania – The Wharton School 2010 — 2010
•CIMA® - Certified Investment Management Analyst
Freedom Personal Development 2009 — 2009
Memory Training
Sequoia Systems 2008 — 2008
Financial Services Distribution Training
ASA - Sandler Sales Institute 2007 — 2008
Advanced Sales Training and Business Development
Illinois State University 1997 — 2001
Bachelor of Science, Finance/Economics
Plainfield High School 1993 — 1997
Michael Coffee Michael Coffee's Guggenheim Investments Experience 2011 - 2013
Job Executive Director / Market Director at JPMorgan Securities, LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC 2014 - Present
Guggenheim Investments 2011 - 2013
Morgan Stanley 2002 - 2011
Education
Belmont Abbey College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
JPMorgan Securities, LLC 2014 - Present
Guggenheim Investments 2011 - 2013
Morgan Stanley 2002 - 2011
Education
Belmont Abbey College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Dimitri Loupakos, CAIA ®'s Guggenheim Investments Experience November 2011 - Present
Job Regional Vice President
Industry Financial Services
Experience
Guggenheim Investments November 2011 - Present
Guggenheim Investments July 2010 - December 2011
John Hancock Financial Services July 2009 - July 2010
General Equity Real Estate Capital May 2008 - July 2009
Skills
Investment Management, Portfolio Management, Equities, Fixed Income, Structured Products, Capital Markets, Alternative Assets, Alternative Investment..., ETFs, Mutual Funds, Variable Insurance..., Closed-end Funds, Defined Contribution..., Business Development, Investment Sales
Education
Indiana University - Kelley School of Business 2004 — 2007
B.S., Business Economics and Public Policy
Indiana University Bloomington 2003 — 2004
Guggenheim Investments November 2011 - Present
Guggenheim Investments July 2010 - December 2011
John Hancock Financial Services July 2009 - July 2010
General Equity Real Estate Capital May 2008 - July 2009
Skills
Investment Management, Portfolio Management, Equities, Fixed Income, Structured Products, Capital Markets, Alternative Assets, Alternative Investment..., ETFs, Mutual Funds, Variable Insurance..., Closed-end Funds, Defined Contribution..., Business Development, Investment Sales
Education
Indiana University - Kelley School of Business 2004 — 2007
B.S., Business Economics and Public Policy
Indiana University Bloomington 2003 — 2004
Robin Tardy Robin Tardy's Guggenheim Investments Experience December 2013 - Present
Job Regional Vice President, Northern IL/ WI
Industry Financial Services
Experience
Guggenheim Investments December 2013 - Present
Guggenheim Investments 2011 - December 2013
Guggenheim Funds Distributors, Inc. 2009 - September 2011
Claymore Securities 2003 - 2009
First Trust 1999 - 2003
Skills
Mutual Funds, Series 7, Sales, Series 63, Alternative Investments, Asset Allocation, Series 24, Financial Services, Relationship Management, Marketing Strategy, Sales Management, CRM, Marketing, Salesforce.com, Separately Managed..., ETFs, Series 65, Asset Management, Investment Advisory, Investment Strategies, Investments, Morningstar, Portfolio Management, Retirement Planning, Securities, Wealth Management, Finance
Education
University of Illinois at Chicago 1995 — 1999
Bachelor, Marketing, Finance
Guggenheim Investments December 2013 - Present
Guggenheim Investments 2011 - December 2013
Guggenheim Funds Distributors, Inc. 2009 - September 2011
Claymore Securities 2003 - 2009
First Trust 1999 - 2003
Skills
Mutual Funds, Series 7, Sales, Series 63, Alternative Investments, Asset Allocation, Series 24, Financial Services, Relationship Management, Marketing Strategy, Sales Management, CRM, Marketing, Salesforce.com, Separately Managed..., ETFs, Series 65, Asset Management, Investment Advisory, Investment Strategies, Investments, Morningstar, Portfolio Management, Retirement Planning, Securities, Wealth Management, Finance
Education
University of Illinois at Chicago 1995 — 1999
Bachelor, Marketing, Finance
Ted Briggs Ted Briggs's Guggenheim Investments Experience July 2014 - September 2015
Job Financial Professional at Oracle
Industry Investment Management
Experience
Oracle October 2015 - Present
Guggenheim Investments July 2014 - September 2015
Cambridge Associates February 2013 - July 2014
United States Senate September 2012 - December 2012
Tennessee State Senate March 2011 - May 2011
Delaware State House of Representatives January 2010 - May 2010
Skills
Microsoft Excel, VBA, Data Analysis, HTML, Bloomberg Terminal, Investments, Investment Management, Financial Modeling, SQL, Asset Allocation, Hedge Funds, Equity Valuation, Private Equity, Microsoft SQL Server, Google Apps, Access, Analysis, Qualitative Research, Python, Salesforce.com, Project Management
Education
Vanderbilt University 2010 — 2012
Master's Degree, Quantitative Methods and Government
University of Delaware 2006 — 2010
Bachelor's Degree, 3.9/4.0; Magna Cum Laude; Phi Beta Kappa
Georgetown University 2014 — 2014
Financial Accounting
Oracle October 2015 - Present
Guggenheim Investments July 2014 - September 2015
Cambridge Associates February 2013 - July 2014
United States Senate September 2012 - December 2012
Tennessee State Senate March 2011 - May 2011
Delaware State House of Representatives January 2010 - May 2010
Skills
Microsoft Excel, VBA, Data Analysis, HTML, Bloomberg Terminal, Investments, Investment Management, Financial Modeling, SQL, Asset Allocation, Hedge Funds, Equity Valuation, Private Equity, Microsoft SQL Server, Google Apps, Access, Analysis, Qualitative Research, Python, Salesforce.com, Project Management
Education
Vanderbilt University 2010 — 2012
Master's Degree, Quantitative Methods and Government
University of Delaware 2006 — 2010
Bachelor's Degree, 3.9/4.0; Magna Cum Laude; Phi Beta Kappa
Georgetown University 2014 — 2014
Financial Accounting
Connor O'Leary Connor O'Leary's Guggenheim Investments Experience February 2014 - Present
Job Regional Sales Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments February 2014 - Present
GNC October 2012 - July 2013
E*TRADE Financial May 2012 - September 2012
Down To Earth Landscaping, Inc. April 2011 - April 2012
E*TRADE Financial June 2011 - August 2011
Skills
Sales, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Customer Satisfaction, Microsoft Excel, Flawless Execution, Facebook, Outlook, Social Networking, Finance, Marketing, Leadership, Compliance, Deposits, Salesforce.com, Series 7, Public Speaking, Social Media, Time Management, Investments, Teamwork, Equities, Sales Presentations
Education
William Paterson University of New Jersey 2009 — 2013
Bachelor's degree, Finance, General
Campbell University 2009 — 2009
Red Bank Catholic High School 2005 — 2009
Guggenheim Investments February 2014 - Present
GNC October 2012 - July 2013
E*TRADE Financial May 2012 - September 2012
Down To Earth Landscaping, Inc. April 2011 - April 2012
E*TRADE Financial June 2011 - August 2011
Skills
Sales, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Customer Satisfaction, Microsoft Excel, Flawless Execution, Facebook, Outlook, Social Networking, Finance, Marketing, Leadership, Compliance, Deposits, Salesforce.com, Series 7, Public Speaking, Social Media, Time Management, Investments, Teamwork, Equities, Sales Presentations
Education
William Paterson University of New Jersey 2009 — 2013
Bachelor's degree, Finance, General
Campbell University 2009 — 2009
Red Bank Catholic High School 2005 — 2009
Aliya Hasan Aliya Hasan's Guggenheim Investments Experience September 2011 - April 2013
Job 2nd Vice President Hedge Fund Services at Northern Trust
Industry Banking
Experience
Northern Trust April 2013 - Present
Guggenheim Investments September 2011 - April 2013
Nuveen Investments August 2008 - September 2011
Northern Trust December 2004 - August 2008
Skills
Bloomberg, Portfolio Management, Fixed Income, Hedge Funds, Mutual Funds, Equities, Financial Analysis, Accounting, Financial Modeling, Account Reconciliation, Financial Reporting, Corporate Actions, Alternative Investments, Derivatives, Securities, Asset Management, Bonds, Trading, Valuation, Investments, Financial Services, Options, Investment Management, Wealth Management, Structured Products, Capital Markets
Education
Institute of Business Administration 1998 — 2001
Masters Of Business Administration, Finance
Northern Trust April 2013 - Present
Guggenheim Investments September 2011 - April 2013
Nuveen Investments August 2008 - September 2011
Northern Trust December 2004 - August 2008
Skills
Bloomberg, Portfolio Management, Fixed Income, Hedge Funds, Mutual Funds, Equities, Financial Analysis, Accounting, Financial Modeling, Account Reconciliation, Financial Reporting, Corporate Actions, Alternative Investments, Derivatives, Securities, Asset Management, Bonds, Trading, Valuation, Investments, Financial Services, Options, Investment Management, Wealth Management, Structured Products, Capital Markets
Education
Institute of Business Administration 1998 — 2001
Masters Of Business Administration, Finance
Jason Mackey Jason Mackey's Guggenheim Investments Experience February 2014 - Present
Job Sr. Trader at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments February 2014 - Present
Roumell Asset Management LLC September 2012 - January 2014
Hovde Capital Advisors March 2007 - August 2012
Rydex Global Advisors January 2001 - March 2007
Merrill Lynch International June 1999 - December 2000
Key Investments, Inc June 1997 - June 1999
Prime South Homes January 1997 - June 1997
Enterprise Rent-A-Car November 1995 - December 1996
Wegard & Co., Inc May 1995 - November 1995
Education
Ithaca College 1991 — 1995
B.S., Business Management
Guggenheim Investments February 2014 - Present
Roumell Asset Management LLC September 2012 - January 2014
Hovde Capital Advisors March 2007 - August 2012
Rydex Global Advisors January 2001 - March 2007
Merrill Lynch International June 1999 - December 2000
Key Investments, Inc June 1997 - June 1999
Prime South Homes January 1997 - June 1997
Enterprise Rent-A-Car November 1995 - December 1996
Wegard & Co., Inc May 1995 - November 1995
Education
Ithaca College 1991 — 1995
B.S., Business Management
JJ Williams's Guggenheim Investments Experience February 2013 - Present
Job Regional Sales Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments February 2013 - Present
Invesco Ltd. 2012 - 2013
The Mergis Group 2011 - 2012
Skills
Fixed Income, Middle Market Debt, ABS, Senior Loans, Credit, Equities, Mutual Funds, Series 7, Unit Investment Trusts, Closed-end Funds, Series 63
Education
Hobart and William Smith Colleges 2006 — 2010
St. Mark's School
Guggenheim Investments February 2013 - Present
Invesco Ltd. 2012 - 2013
The Mergis Group 2011 - 2012
Skills
Fixed Income, Middle Market Debt, ABS, Senior Loans, Credit, Equities, Mutual Funds, Series 7, Unit Investment Trusts, Closed-end Funds, Series 63
Education
Hobart and William Smith Colleges 2006 — 2010
St. Mark's School
Christine Lozier Christine Lozier's Guggenheim Investments Experience July 2014 - Present
Job Sales Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments July 2014 - Present
Stifel Financial Corp. June 2013 - August 2013
Knight Capital Group January 2013 - March 2013
Skills
Series 7, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (BA), Psychology
University of Sydney
Economics
Guggenheim Investments July 2014 - Present
Stifel Financial Corp. June 2013 - August 2013
Knight Capital Group January 2013 - March 2013
Skills
Series 7, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (BA), Psychology
University of Sydney
Economics
Kirby Knight's Guggenheim Investments Experience May 2014 - Present
Job Web Designer (Contractor) at Guggenheim Investments
Industry Marketing and Advertising
Experience
Guggenheim Investments May 2014 - Present
Knight Consulting July 2007 - May 2014
Bethlehem University February 2012 - December 2012
Net Easy, Inc. November 2007 - July 2009
Virginia Baptist Mission Board January 2003 - July 2007
North Riverside Baptist Church January 2001 - February 2002
Crewe Baptist Church May 1991 - December 2000
Skills
Web Content Management, Content Development, Web Development, Social Media, CSS, CMS, Dreamweaver, Adobe Creative Suite, Non-profits, Editing, Email Marketing, HTML, CRM, Nonprofits, Copy Editing, Web Project Management, Web Design, Web Analytics, Databases, Community Outreach, Public Speaking, Management, Google Analytics, Teaching, Volunteer Management, Social Media Marketing, NetCommunity, Salesforce.com, Microsoft Office, Marketing, Photoshop, Facebok, Event Management
Education
The College of William and Mary 1984 — 1988
BA, Music
The Southern Baptist Theological Seminary 1988 — 1990
MCM, Church Music
Westlake Internet Training (now known as PB Tech Training) 2002 — 2002
Web Design
Guggenheim Investments May 2014 - Present
Knight Consulting July 2007 - May 2014
Bethlehem University February 2012 - December 2012
Net Easy, Inc. November 2007 - July 2009
Virginia Baptist Mission Board January 2003 - July 2007
North Riverside Baptist Church January 2001 - February 2002
Crewe Baptist Church May 1991 - December 2000
Skills
Web Content Management, Content Development, Web Development, Social Media, CSS, CMS, Dreamweaver, Adobe Creative Suite, Non-profits, Editing, Email Marketing, HTML, CRM, Nonprofits, Copy Editing, Web Project Management, Web Design, Web Analytics, Databases, Community Outreach, Public Speaking, Management, Google Analytics, Teaching, Volunteer Management, Social Media Marketing, NetCommunity, Salesforce.com, Microsoft Office, Marketing, Photoshop, Facebok, Event Management
Education
The College of William and Mary 1984 — 1988
BA, Music
The Southern Baptist Theological Seminary 1988 — 1990
MCM, Church Music
Westlake Internet Training (now known as PB Tech Training) 2002 — 2002
Web Design
Bryon Walker, CIMA®, AIF® Bryon Walker, CIMA®, AIF®'s Guggenheim Investments Experience 2009 - 2011
Job Regional Director at WisdomTree Asset Management
Industry Investment Management
Experience
WisdomTree Asset Management August 2011 - Present
Guggenheim Investments 2009 - 2011
Cavanal Hill Investment Management 2008 - 2009
Victory Capital Management 2006 - 2008
UBS Wealth Management 1998 - 2006
Skills
ETFs, Mutual Funds
Education
Florida Atlantic University
BBA, Marketing
University of Florida
WisdomTree Asset Management August 2011 - Present
Guggenheim Investments 2009 - 2011
Cavanal Hill Investment Management 2008 - 2009
Victory Capital Management 2006 - 2008
UBS Wealth Management 1998 - 2006
Skills
ETFs, Mutual Funds
Education
Florida Atlantic University
BBA, Marketing
University of Florida
Michael Kiley Michael Kiley's Guggenheim Investments Experience March 2012 - Present
Job President & CEO at Security Benefit
Industry Financial Services
Experience
Guggenheim Investments March 2012 - Present
Security Benefit July 2010 - Present
Van Kampen Investments January 2003 - April 2008
Morgan Stanley January 1999 - January 2003
Travelers Portfolio Group September 1996 - December 1998
AXA Equitable October 1994 - September 1996
Education
College of the Holy Cross
Guggenheim Investments March 2012 - Present
Security Benefit July 2010 - Present
Van Kampen Investments January 2003 - April 2008
Morgan Stanley January 1999 - January 2003
Travelers Portfolio Group September 1996 - December 1998
AXA Equitable October 1994 - September 1996
Education
College of the Holy Cross
Daniel Magnusson's Guggenheim Investments Experience January 2007 - February 2011
Job Senior Vice President at ETF Securities
Industry Financial Services
Experience
ETF Securities March 2011 - Present
Guggenheim Investments January 2007 - February 2011
Fulton Matthews February 2004 - October 2006
GCG Financial September 1999 - February 2004
Skills
ETFs, Series 7, Series 3, Series 65, Series 63, Securities, Mutual Funds, Alternative Investments, Equities, Asset Allocation, Bloomberg, Separately Managed..., Investments, Investment Management, Currency, Options, Trading, Asset Managment, Investment Strategies, Hedge Funds, Wealth Management, Portfolio Management, Uniform Combined State..., Investment Advisory, Fixed Income, Structured Products, Financial Markets, Asset Management
Education
Columbia College Chicago
Bachelor of Arts (BA), Marketing/Marketing Management
ETF Securities March 2011 - Present
Guggenheim Investments January 2007 - February 2011
Fulton Matthews February 2004 - October 2006
GCG Financial September 1999 - February 2004
Skills
ETFs, Series 7, Series 3, Series 65, Series 63, Securities, Mutual Funds, Alternative Investments, Equities, Asset Allocation, Bloomberg, Separately Managed..., Investments, Investment Management, Currency, Options, Trading, Asset Managment, Investment Strategies, Hedge Funds, Wealth Management, Portfolio Management, Uniform Combined State..., Investment Advisory, Fixed Income, Structured Products, Financial Markets, Asset Management
Education
Columbia College Chicago
Bachelor of Arts (BA), Marketing/Marketing Management
Eli Hassid Eli Hassid's Guggenheim Investments Experience July 2013 - June 2015
Job Investment Analyst at Lockheed Martin Investment Management Company
Industry Financial Services
Experience
Lockheed Martin Investment Management Company June 2015 - Present
Guggenheim Investments July 2013 - June 2015
Fannie Mae May 2010 - January 2012
Smith Breeden Associates November 2007 - April 2010
Declaration Management & Research March 2006 - June 2007
Legg Mason June 2005 - March 2006
Skills
Fixed Income, CDX, ABS, Hedge Funds, Interest Rate Swaps, Derivative Operations, Bonds, Markitwire, Trade Web, Financial Services, Bloomberg, ICE, Account Reconciliation, Microsoft Office, Portia, ADP Payroll, Misys, DTC Trade Suite, DTC, BONY GSCX, JPM BDAS, Markit, MBS, Corporate Actions, DTCC DerivServ, Fund Of Funds, BlackRock Aladdin
Education
University of Maryland College Park 2012 — 2013
Master of Education (M.Ed.), History/Social Studies Teacher Education
American University 2001 — 2005
Bachelor of Science (B.S.), Business Administration: International Finance and Enterprise Management
Lockheed Martin Investment Management Company June 2015 - Present
Guggenheim Investments July 2013 - June 2015
Fannie Mae May 2010 - January 2012
Smith Breeden Associates November 2007 - April 2010
Declaration Management & Research March 2006 - June 2007
Legg Mason June 2005 - March 2006
Skills
Fixed Income, CDX, ABS, Hedge Funds, Interest Rate Swaps, Derivative Operations, Bonds, Markitwire, Trade Web, Financial Services, Bloomberg, ICE, Account Reconciliation, Microsoft Office, Portia, ADP Payroll, Misys, DTC Trade Suite, DTC, BONY GSCX, JPM BDAS, Markit, MBS, Corporate Actions, DTCC DerivServ, Fund Of Funds, BlackRock Aladdin
Education
University of Maryland College Park 2012 — 2013
Master of Education (M.Ed.), History/Social Studies Teacher Education
American University 2001 — 2005
Bachelor of Science (B.S.), Business Administration: International Finance and Enterprise Management
Efua Aidoo's Guggenheim Investments Experience June 2014 - Present
Job Guggenheim Investments
Industry Computer Software
Experience
Guggenheim Investments June 2014 - Present
St. Jerome's Head Start January 2013 - June 2013
Notre Dame of Maryland University August 2009 - May 2013
Skills
Mutual Funds, Research, Team Leadership, Teamwork, SPSS, Customer Service, Nonprofits, Social Services, PowerPoint, Fundraising, Management
Education
Towson University 2014 — 2017
Master's Degree, Computer Science
Notre Dame of Maryland University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Guggenheim Investments June 2014 - Present
St. Jerome's Head Start January 2013 - June 2013
Notre Dame of Maryland University August 2009 - May 2013
Skills
Mutual Funds, Research, Team Leadership, Teamwork, SPSS, Customer Service, Nonprofits, Social Services, PowerPoint, Fundraising, Management
Education
Towson University 2014 — 2017
Master's Degree, Computer Science
Notre Dame of Maryland University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
David Biasco, CFP® David Biasco, CFP®'s Guggenheim Investments Experience September 2007 - July 2013
Job Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2014 - Present
UBS July 2013 - April 2014
Guggenheim Investments September 2007 - July 2013
EquiFirst November 2006 - September 2007
Accredited Home Lenders June 2004 - November 2006
Education
DePaul University 2012 — 2013
University of Dayton 2001 — 2004
BA, Psychology
Glenbrook South High School 1996 — 2000
Deutsche Bank April 2014 - Present
UBS July 2013 - April 2014
Guggenheim Investments September 2007 - July 2013
EquiFirst November 2006 - September 2007
Accredited Home Lenders June 2004 - November 2006
Education
DePaul University 2012 — 2013
University of Dayton 2001 — 2004
BA, Psychology
Glenbrook South High School 1996 — 2000
Sara (Scott) Robb Sara (Scott) Robb's Guggenheim Investments Experience September 2014 - Present
Job Fund Administrator at Guggenheim Investments
Industry Legal Services
Experience
Guggenheim Investments September 2014 - Present
Guggenheim Investments September 2013 - August 2014
Thomson Reuters Westlaw September 2011 - May 2013
Finewine.com May 2010 - November 2011
The Container Store May 2006 - March 2010
Long & Foster Companies February 2009 - August 2009
World Wide Opportunity for Organic Farming May 2008 - July 2008
NATO September 2006 - December 2006
House Committee on International Relations January 2006 - May 2006
Skills
French Translation, International Political..., Wine and Spirits..., Customer Service, Ice Hockey, Culinary Skills, Living Abroad, Volunteering, Legal Research, Report Writing, Research, French, Public Speaking, Project Management, Translation, Proofreading, Legal Writing, International Relations, Marketing, Strategy, Leadership, Editing, Sales, Spanish, Negotiation, Proposal Writing
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
Master of Business Administration (MBA)
American University 2004 — 2008
Bachelor of Arts (BA), International Relations and Affairs, 3.72
Capital Wine School
Winston Churchill High School
Guggenheim Investments September 2014 - Present
Guggenheim Investments September 2013 - August 2014
Thomson Reuters Westlaw September 2011 - May 2013
Finewine.com May 2010 - November 2011
The Container Store May 2006 - March 2010
Long & Foster Companies February 2009 - August 2009
World Wide Opportunity for Organic Farming May 2008 - July 2008
NATO September 2006 - December 2006
House Committee on International Relations January 2006 - May 2006
Skills
French Translation, International Political..., Wine and Spirits..., Customer Service, Ice Hockey, Culinary Skills, Living Abroad, Volunteering, Legal Research, Report Writing, Research, French, Public Speaking, Project Management, Translation, Proofreading, Legal Writing, International Relations, Marketing, Strategy, Leadership, Editing, Sales, Spanish, Negotiation, Proposal Writing
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
Master of Business Administration (MBA)
American University 2004 — 2008
Bachelor of Arts (BA), International Relations and Affairs, 3.72
Capital Wine School
Winston Churchill High School
Mark Rosky Mark Rosky's Guggenheim Investments Experience 2015 - Present
Job Marketing communications professional who believes that strategy + copywriting + design = magic
Industry Marketing and Advertising
Experience
Guggenheim Investments 2015 - Present
The Guardian Life Insurance Company of America 2012 - 2015
New York Life 2009 - 2012
New York Life 2003 - 2009
Prudential Financial 2002 - 2003
Verizon Wireless 2000 - 2002
MetLife 1995 - 2000
Skills
Marketing, Advertising, Brand messaging, Marketing strategy, Copywriting, Communications planning, Marketing collateral..., Art direction, User experience design, Financial Services, Investments, Insurance, Fixed Annuities, Mutual Funds, Wealth Management, Retail Banking, Broker-Dealer, General Securities..., Registered Investment..., Training, Internal Communications, Series 6, Marketing Strategy, Strategy, Marketing Communications, Corporate Communications, Marketing Management, Management, Communications Planning
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Journalism and Media Studies
Guggenheim Investments 2015 - Present
The Guardian Life Insurance Company of America 2012 - 2015
New York Life 2009 - 2012
New York Life 2003 - 2009
Prudential Financial 2002 - 2003
Verizon Wireless 2000 - 2002
MetLife 1995 - 2000
Skills
Marketing, Advertising, Brand messaging, Marketing strategy, Copywriting, Communications planning, Marketing collateral..., Art direction, User experience design, Financial Services, Investments, Insurance, Fixed Annuities, Mutual Funds, Wealth Management, Retail Banking, Broker-Dealer, General Securities..., Registered Investment..., Training, Internal Communications, Series 6, Marketing Strategy, Strategy, Marketing Communications, Corporate Communications, Marketing Management, Management, Communications Planning
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Journalism and Media Studies
Kristine Warner Kristine Warner's Guggenheim Investments Experience March 2006 - Present
Job Dynamic Advisory Investment Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments March 2006 - Present
RydexSGI March 2006 - April 2012
ALLSTATE FINANCIAL SERVICES October 2004 - March 2006
Wirehouse Division January 2003 - September 2004
Wirehouse Division June 2002 - December 2002
Merrill Lynch March 2002 - June 2002
Morgan Stanley June 2000 - February 2002
Education
Lake Forest College 1996 — 2000
Bachelors, Business
Guggenheim Investments March 2006 - Present
RydexSGI March 2006 - April 2012
ALLSTATE FINANCIAL SERVICES October 2004 - March 2006
Wirehouse Division January 2003 - September 2004
Wirehouse Division June 2002 - December 2002
Merrill Lynch March 2002 - June 2002
Morgan Stanley June 2000 - February 2002
Education
Lake Forest College 1996 — 2000
Bachelors, Business
Hans Williams, CIMA®'s Guggenheim Investments Experience September 2013 - Present
Job ETF Specialist at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments September 2013 - Present
Guggenheim Investments March 2012 - September 2013
Gelber Group LLC June 2010 - February 2012
Aon Hewitt January 2009 - January 2010
York Capital Management May 2007 - August 2007
J.P. Morgan May 2006 - August 2006
Skills
ETFs, Securities, Fixed Income, Mutual Funds, Bloomberg, Alternative Investments, Structured Products, Equities, Asset Management, Investments, Portfolio Management, Series 7, Series 63, Hedge Funds
Education
Hobart and William Smith Colleges 2004 — 2008
Bachelor of Arts, Economics and English
Guggenheim Investments September 2013 - Present
Guggenheim Investments March 2012 - September 2013
Gelber Group LLC June 2010 - February 2012
Aon Hewitt January 2009 - January 2010
York Capital Management May 2007 - August 2007
J.P. Morgan May 2006 - August 2006
Skills
ETFs, Securities, Fixed Income, Mutual Funds, Bloomberg, Alternative Investments, Structured Products, Equities, Asset Management, Investments, Portfolio Management, Series 7, Series 63, Hedge Funds
Education
Hobart and William Smith Colleges 2004 — 2008
Bachelor of Arts, Economics and English
William Repine Jr. William Repine Jr.'s Guggenheim Investments Experience June 2012 - Present
Job Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments June 2012 - Present
J.Crew January 2011 - June 2012
Indian Health Service June 2007 - August 2009
Skills
Research, Microsoft Office, Analysis, Customer Service, Marketing, Visual Merchandising, Economics, E-Views, Customer Relations, Customer Satisfaction, Visual Marketing, Anti-Money Laundering, PowerAgent, LexisNexis, Accurint
Education
Lynchburg College 2007 — 2010
B.A., Financial Economics
Lynn University 2006 — 2007
International Business
The Bullis School 2003 — 2006
High School
Guggenheim Investments June 2012 - Present
J.Crew January 2011 - June 2012
Indian Health Service June 2007 - August 2009
Skills
Research, Microsoft Office, Analysis, Customer Service, Marketing, Visual Merchandising, Economics, E-Views, Customer Relations, Customer Satisfaction, Visual Marketing, Anti-Money Laundering, PowerAgent, LexisNexis, Accurint
Education
Lynchburg College 2007 — 2010
B.A., Financial Economics
Lynn University 2006 — 2007
International Business
The Bullis School 2003 — 2006
High School
Amy J. Bennett Amy J. Bennett's Guggenheim Investments Experience February 2011 - February 2012
Job Director, Marketing, Impact Assets
Industry Marketing and Advertising
Experience
Impact Assets March 2015 - Present
Altegris Investments March 2012 - December 2013
Guggenheim Investments February 2011 - February 2012
Barclays Global Investors June 2005 - January 2010
Malcolm H. Gissen & Associates December 2004 - June 2005
IBM Business Consulting Services July 2000 - December 2004
GE Capital July 1999 - December 2000
IBM Business Consulting Services November 1998 - June 1999
MBA Enterprise Corps July 1997 - October 1998
Skills
Asset Management, Management, Strategy, Business Development, Investments, ETFs, Mergers & Acquisitions, Financial Services, Valuation, Portfolio Management, Product Management, Marketing Strategy, Risk Management, Mutual Funds, Sales, Sales Operations, Asset Allocation, Direct Marketing, Analytics, Alternative Investments, Hedge Funds, Series 7, Integrated Marketing, Fixed Income, Strategic Planning, Social Media Marketing, Online Advertising, Product Marketing, Brand Management, Customer Experience, Digital Marketing, Cross-functional Team..., Digital Media, Team Management, Marketing, Leadership, Finance, Equities, Business Strategy, Consulting, Public Relations, Multi-channel Marketing, Social Media, Program Management
Education
Thunderbird School of Global Management 1996 — 1997
MBA
Impact Assets March 2015 - Present
Altegris Investments March 2012 - December 2013
Guggenheim Investments February 2011 - February 2012
Barclays Global Investors June 2005 - January 2010
Malcolm H. Gissen & Associates December 2004 - June 2005
IBM Business Consulting Services July 2000 - December 2004
GE Capital July 1999 - December 2000
IBM Business Consulting Services November 1998 - June 1999
MBA Enterprise Corps July 1997 - October 1998
Skills
Asset Management, Management, Strategy, Business Development, Investments, ETFs, Mergers & Acquisitions, Financial Services, Valuation, Portfolio Management, Product Management, Marketing Strategy, Risk Management, Mutual Funds, Sales, Sales Operations, Asset Allocation, Direct Marketing, Analytics, Alternative Investments, Hedge Funds, Series 7, Integrated Marketing, Fixed Income, Strategic Planning, Social Media Marketing, Online Advertising, Product Marketing, Brand Management, Customer Experience, Digital Marketing, Cross-functional Team..., Digital Media, Team Management, Marketing, Leadership, Finance, Equities, Business Strategy, Consulting, Public Relations, Multi-channel Marketing, Social Media, Program Management
Education
Thunderbird School of Global Management 1996 — 1997
MBA
Erica O'Connor Erica O'Connor's Guggenheim Investments Experience December 2011 - Present
Job Executive Assistant at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments December 2011 - Present
Deutsche Bank March 2010 - December 2011
Blair Industries / HSM Machine Works March 2008 - March 2010
Deutsche Asset Management August 2005 - April 2007
Marders October 2000 - August 2005
Education
City University of New York-Baruch College - Zicklin School of Business
Accounting and Finance
SUNY Stony Brook
Guggenheim Investments December 2011 - Present
Deutsche Bank March 2010 - December 2011
Blair Industries / HSM Machine Works March 2008 - March 2010
Deutsche Asset Management August 2005 - April 2007
Marders October 2000 - August 2005
Education
City University of New York-Baruch College - Zicklin School of Business
Accounting and Finance
SUNY Stony Brook
John Merriwether's Guggenheim Investments Experience March 2011 - August 2012
Job Sr. Accountant, Derivatives & Investments at Navient
Industry Financial Services
Experience
Navient September 2012 - Present
Guggenheim Investments March 2011 - August 2012
State Street Corporation September 2008 - March 2011
NEXT Financial Group August 2006 - March 2008
Skills
Equities, Accounts Payable, Internal Audit, Settlement, Financial Forecasting, Treasury, Securities, Mutual Funds, Bloomberg, Fixed Income, Derivatives, Account Reconciliation, Accounting, Financial Modeling, Portfolio Management, Investments, Financial Services, Trading, Auditing, Finance, Financial Analysis, Analysis, Corporate Finance, Variance Analysis, Valuation, Cash Management, GAAP, PeopleSoft, Strategic Financial..., Asset Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2010
Masters, Business Administration
University of Houston, C.T. Bauer College of Business 1999 — 2004
Bachelor of Business Administration, Finance/Accounting
Navient September 2012 - Present
Guggenheim Investments March 2011 - August 2012
State Street Corporation September 2008 - March 2011
NEXT Financial Group August 2006 - March 2008
Skills
Equities, Accounts Payable, Internal Audit, Settlement, Financial Forecasting, Treasury, Securities, Mutual Funds, Bloomberg, Fixed Income, Derivatives, Account Reconciliation, Accounting, Financial Modeling, Portfolio Management, Investments, Financial Services, Trading, Auditing, Finance, Financial Analysis, Analysis, Corporate Finance, Variance Analysis, Valuation, Cash Management, GAAP, PeopleSoft, Strategic Financial..., Asset Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2010
Masters, Business Administration
University of Houston, C.T. Bauer College of Business 1999 — 2004
Bachelor of Business Administration, Finance/Accounting
Michael Hyrczyk Michael Hyrczyk's Guggenheim Investments Experience August 2013 - Present
Job Fund Administration Analyst at Guggenheim Investments
Industry Accounting
Experience
Guggenheim Investments August 2013 - Present
Guggenheim Investments October 2011 - August 2013
The South Barrington Club June 2003 - November 2011
Volunteer April 2011 - April 2011
Northwest Community Hospital May 2010 - August 2010
Volunteer April 2010 - April 2010
Volunteer 2009 - May 2009
Volunteer August 2008 - May 2009
Volunteer April 2008 - April 2009
Skills
Leadership, PowerPoint, Microsoft Excel, Accounting, Partnership Taxation, Tax Accounting, Tax Preparation, Financial Accounting, Finance, Business Strategy, Auditing, Marketing, Management, Microsoft Office, Microsoft Word, Outlook, Public Speaking, Customer Service, Social Media, Time Management, Fundraising
Education
St. Norbert College 2007 — 2011
Bachelor of Business Administration, Accounting
Guggenheim Investments August 2013 - Present
Guggenheim Investments October 2011 - August 2013
The South Barrington Club June 2003 - November 2011
Volunteer April 2011 - April 2011
Northwest Community Hospital May 2010 - August 2010
Volunteer April 2010 - April 2010
Volunteer 2009 - May 2009
Volunteer August 2008 - May 2009
Volunteer April 2008 - April 2009
Skills
Leadership, PowerPoint, Microsoft Excel, Accounting, Partnership Taxation, Tax Accounting, Tax Preparation, Financial Accounting, Finance, Business Strategy, Auditing, Marketing, Management, Microsoft Office, Microsoft Word, Outlook, Public Speaking, Customer Service, Social Media, Time Management, Fundraising
Education
St. Norbert College 2007 — 2011
Bachelor of Business Administration, Accounting
Josh Meikrantz Josh Meikrantz's Guggenheim Investments Experience December 2011 - February 2014
Job Senior Analyst at FI Consulting
Industry Financial Services
Experience
FI Consulting July 2015 - Present
FI Consulting February 2014 - June 2015
Guggenheim Investments December 2011 - February 2014
Culp Inc. 2011 - May 2011
High Point University January 2009 - January 2010
Skills
Mutual Funds, Credit, Investments, Financial Modeling, Data Analysis, Securities, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Mathematics, Fixed Income, Financial Services, Analysis, PowerPoint, Economics, Time Series Analysis, SAS Programming, VBA Programming
Education
High Point University 2008 — 2011
B.S., Mathematical Economics; Business Administration minor
FI Consulting July 2015 - Present
FI Consulting February 2014 - June 2015
Guggenheim Investments December 2011 - February 2014
Culp Inc. 2011 - May 2011
High Point University January 2009 - January 2010
Skills
Mutual Funds, Credit, Investments, Financial Modeling, Data Analysis, Securities, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Mathematics, Fixed Income, Financial Services, Analysis, PowerPoint, Economics, Time Series Analysis, SAS Programming, VBA Programming
Education
High Point University 2008 — 2011
B.S., Mathematical Economics; Business Administration minor
Elizabeth J. Prins Elizabeth J. Prins's Guggenheim Investments Experience April 2015 - Present
Job Senior Analyst, Fund Administration at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments April 2015 - Present
Orland Park Christian Reformed Church June 2012 - May 2015
Guggenheim Investments May 2011 - April 2015
Guggenheim Investments June 2010 - May 2011
Morrison Industrial Equipment February 2010 - June 2010
Calvin College October 2007 - December 2009
Southwest Chicago Christian Schools May 2007 - August 2009
The Signature Room at the 95th February 2009 - May 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounts Payable, Leadership, Microsoft Office, Outlook, Time Management, Management, Financial Accounting, Financial Analysis, Fund Accounting, Fund Administration, ETFs, Closed-end Funds, Investments, Budget Forecasts, Highly detail oriented, Organization &..., Employee Training, Church Events, Church Growth, Bible Study, Young Adults, Schedules, Social Media, Bloomberg, Accounting
Education
Calvin College 2006 — 2010
Bachelor of Arts in Business
Chicago Semester 2009 — 2009
Bachelor of Arts
Guggenheim Investments April 2015 - Present
Orland Park Christian Reformed Church June 2012 - May 2015
Guggenheim Investments May 2011 - April 2015
Guggenheim Investments June 2010 - May 2011
Morrison Industrial Equipment February 2010 - June 2010
Calvin College October 2007 - December 2009
Southwest Chicago Christian Schools May 2007 - August 2009
The Signature Room at the 95th February 2009 - May 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounts Payable, Leadership, Microsoft Office, Outlook, Time Management, Management, Financial Accounting, Financial Analysis, Fund Accounting, Fund Administration, ETFs, Closed-end Funds, Investments, Budget Forecasts, Highly detail oriented, Organization &..., Employee Training, Church Events, Church Growth, Bible Study, Young Adults, Schedules, Social Media, Bloomberg, Accounting
Education
Calvin College 2006 — 2010
Bachelor of Arts in Business
Chicago Semester 2009 — 2009
Bachelor of Arts
Heiko Ebens Heiko Ebens's Guggenheim Investments Experience September 2010 - Present
Job Managing Director at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments September 2010 - Present
Capstone Holdings Group January 2010 - September 2010
Merrill Lynch March 2002 - July 2009
Morgan Stanley July 2000 - March 2002
Education
The Johns Hopkins University 1996 — 2000
Ph.D., Financial Econometrics
Guggenheim Investments September 2010 - Present
Capstone Holdings Group January 2010 - September 2010
Merrill Lynch March 2002 - July 2009
Morgan Stanley July 2000 - March 2002
Education
The Johns Hopkins University 1996 — 2000
Ph.D., Financial Econometrics
Derrick Weigel's Guggenheim Investments Experience January 2014 - Present
Job Operations Specialist at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments January 2014 - Present
Comcast June 2009 - August 2013
Old Town Wealth Advisors July 2008 - March 2009
Emprise Bank February 2007 - June 2008
Skills
Direct Sales, Sales, Customer Retention, Sales Management, Social Networking, Sales Presentations, Microsoft Office, Customer Service, Management, Account Management, Project Management, Sales & Marketing..., Finance, Telecommunications, Marketing, New Business Development, Advertising, Marketing Strategy, Sales Process, Customer Experience, Sales Operations, Data Entry, Data Analysis, Mutual Funds, Financial Services
Education
Fort Hays State University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Management
Guggenheim Investments January 2014 - Present
Comcast June 2009 - August 2013
Old Town Wealth Advisors July 2008 - March 2009
Emprise Bank February 2007 - June 2008
Skills
Direct Sales, Sales, Customer Retention, Sales Management, Social Networking, Sales Presentations, Microsoft Office, Customer Service, Management, Account Management, Project Management, Sales & Marketing..., Finance, Telecommunications, Marketing, New Business Development, Advertising, Marketing Strategy, Sales Process, Customer Experience, Sales Operations, Data Entry, Data Analysis, Mutual Funds, Financial Services
Education
Fort Hays State University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Management
Julie Motley's Guggenheim Investments Experience August 2013 - Present
Job Sales and Management Professional, Interior Design, Health Insurance, Restaurant Management
Industry Insurance
Experience
Guggenheim Investments August 2013 - Present
Tufts Health Plan October 2011 - April 2013
GDC HOME April 2006 - August 2011
Toucan Reef October 2004 - April 2006
Skills
Sales, Sales Presentations, Management, Time Management, Employee Benefits, Budgets, Process Scheduler, Payroll, Health Insurance, Customer Service, Salesforce.com, Call Centers, Account Management, Marketing, Training, Social Networking, Building Relationships, Customer Satisfaction, Leadership, Public Speaking, Recruiting, Strategic Planning, Data Entry
Education
Emmanuel College
BSBA, Business Administration and Management, General, Magna Cum Laude
Hawkeye Institute of Technology
Associate of Arts (A.A.), Interior Design
Guggenheim Investments August 2013 - Present
Tufts Health Plan October 2011 - April 2013
GDC HOME April 2006 - August 2011
Toucan Reef October 2004 - April 2006
Skills
Sales, Sales Presentations, Management, Time Management, Employee Benefits, Budgets, Process Scheduler, Payroll, Health Insurance, Customer Service, Salesforce.com, Call Centers, Account Management, Marketing, Training, Social Networking, Building Relationships, Customer Satisfaction, Leadership, Public Speaking, Recruiting, Strategic Planning, Data Entry
Education
Emmanuel College
BSBA, Business Administration and Management, General, Magna Cum Laude
Hawkeye Institute of Technology
Associate of Arts (A.A.), Interior Design
Karen Arends, CMP Karen Arends, CMP's Guggenheim Investments Experience June 2014 - Present
Job Event Marketing, Meetings & Conference Sponsorships Executive
Industry Events Services
Experience
Guggenheim Investments June 2014 - Present
Macquarie Group March 2011 - May 2014
American Securitization Forum January 2011 - February 2011
Barclays Capital April 2010 - January 2011
American Securitization Forum December 2009 - February 2010
Ambac Financial Group, Inc. May 2004 - June 2009
AM Medica Communications September 2002 - May 2004
Health Science Communications, Inc. January 2002 - September 2002
American Express Corporate Services April 2000 - December 2001
UJA-Federation of New York April 1997 - April 2000
Skills
Budgets, Event Management, Event Planning, Vendor Management, Marketing, Contract Negotiation, Project Management, Corporate Events, Meeting Planning, Leadership, Strategy, Hospitality, Strategic Planning, Management, Business Strategy, Project Planning, Strategic Communications, Negotiation, Team Building, Brand Management, Nonprofits, Time Management, Marketing Strategy, Market Research
Education
University at Albany, SUNY 1989 — 1993
BA, Economics, Business Administration
Guggenheim Investments June 2014 - Present
Macquarie Group March 2011 - May 2014
American Securitization Forum January 2011 - February 2011
Barclays Capital April 2010 - January 2011
American Securitization Forum December 2009 - February 2010
Ambac Financial Group, Inc. May 2004 - June 2009
AM Medica Communications September 2002 - May 2004
Health Science Communications, Inc. January 2002 - September 2002
American Express Corporate Services April 2000 - December 2001
UJA-Federation of New York April 1997 - April 2000
Skills
Budgets, Event Management, Event Planning, Vendor Management, Marketing, Contract Negotiation, Project Management, Corporate Events, Meeting Planning, Leadership, Strategy, Hospitality, Strategic Planning, Management, Business Strategy, Project Planning, Strategic Communications, Negotiation, Team Building, Brand Management, Nonprofits, Time Management, Marketing Strategy, Market Research
Education
University at Albany, SUNY 1989 — 1993
BA, Economics, Business Administration
Andrew Jost's Guggenheim Investments Experience March 2014 - Present
Job Senior Client Service Representative at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments March 2014 - Present
Guggenheim Investments August 2012 - March 2014
Northwestern Mutual September 2010 - July 2012
Northwestern Mutual September 2010 - July 2012
Georgetown University Law Center July 2009 - September 2009
College Works Painting January 2008 - September 2008
Young DC September 2004 - May 2005
Skills
Finance, Mutual Funds, Investments, PowerPoint, Microsoft Excel, Customer Service, Financial Services, Time Management, Microsoft Office, Microsoft Word, Securities, Recruiting, Accounting, Public Speaking, Leadership, Marketing, Office Administration, Financial Analysis, Insurance, VBA, Bloomberg Terminal
Education
University of California, Santa Barbara 2006 — 2010
BA, Business/Economics
Guggenheim Investments March 2014 - Present
Guggenheim Investments August 2012 - March 2014
Northwestern Mutual September 2010 - July 2012
Northwestern Mutual September 2010 - July 2012
Georgetown University Law Center July 2009 - September 2009
College Works Painting January 2008 - September 2008
Young DC September 2004 - May 2005
Skills
Finance, Mutual Funds, Investments, PowerPoint, Microsoft Excel, Customer Service, Financial Services, Time Management, Microsoft Office, Microsoft Word, Securities, Recruiting, Accounting, Public Speaking, Leadership, Marketing, Office Administration, Financial Analysis, Insurance, VBA, Bloomberg Terminal
Education
University of California, Santa Barbara 2006 — 2010
BA, Business/Economics
Olivia Voss's Guggenheim Investments Experience October 2013 - Present
Job Marketing Project Manager at Guggenheim Investments
Industry Marketing and Advertising
Experience
Guggenheim Investments October 2013 - Present
Guggenheim Investments May 2013 - September 2013
Feyen Zylstra January 2013 - May 2013
Calvin College January 2011 - May 2013
The Signature Room at the 95th September 2012 - December 2012
GE Aviation May 2012 - August 2012
Bethany Christian Services June 2011 - December 2011
Skills
Marketing Strategy, Web Development, Research, Photoshop, Market Research, Newsletters, Social Media Marketing, Marketing, Customer Service
Education
Calvin College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Chicago Christian High School
Chicago Semester
Guggenheim Investments October 2013 - Present
Guggenheim Investments May 2013 - September 2013
Feyen Zylstra January 2013 - May 2013
Calvin College January 2011 - May 2013
The Signature Room at the 95th September 2012 - December 2012
GE Aviation May 2012 - August 2012
Bethany Christian Services June 2011 - December 2011
Skills
Marketing Strategy, Web Development, Research, Photoshop, Market Research, Newsletters, Social Media Marketing, Marketing, Customer Service
Education
Calvin College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Chicago Christian High School
Chicago Semester
Matthew Nawrocki Matthew Nawrocki's Guggenheim Investments Experience June 2014 - Present
Job Regional Sales Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments June 2014 - Present
Putnam Investments December 2011 - May 2014
Putnam Investments June 2011 - December 2011
Skills
Series 6, Series 63, Series 7, Life Insurance, Finance, IRAs, Strategic Financial..., Client Services
Education
Villanova University 2007 — 2010
Bachelor of Science, Economics
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.)
Guggenheim Investments June 2014 - Present
Putnam Investments December 2011 - May 2014
Putnam Investments June 2011 - December 2011
Skills
Series 6, Series 63, Series 7, Life Insurance, Finance, IRAs, Strategic Financial..., Client Services
Education
Villanova University 2007 — 2010
Bachelor of Science, Economics
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.)
Denise Brito Denise Brito's Guggenheim Investments Experience September 2011 - Present
Job Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments September 2011 - Present
HSBC July 2010 - January 2011
Rothschild March 2009 - January 2010
Bear Stearns Asset Management August 2007 - July 2008
Deutsche Asset Management May 2006 - August 2007
Zurich Scudder Investments February 2001 - April 2002
Bankers Trust March 1997 - February 2001
BBV-Probursa International, Inc. July 1993 - November 1996
Skills
Asset Management, Financial Services, Marketing Support, Data Management, Hedge Funds, Asset Managment, Securities, Trading, Investment Management, Risk Management, Alternative Investments, Asset Allocation, Mutual Funds, Bloomberg, Equities, Fixed Income, Investment Strategies
Education
Saint John's University
St. Francis College
BS, Business Management
Guggenheim Investments September 2011 - Present
HSBC July 2010 - January 2011
Rothschild March 2009 - January 2010
Bear Stearns Asset Management August 2007 - July 2008
Deutsche Asset Management May 2006 - August 2007
Zurich Scudder Investments February 2001 - April 2002
Bankers Trust March 1997 - February 2001
BBV-Probursa International, Inc. July 1993 - November 1996
Skills
Asset Management, Financial Services, Marketing Support, Data Management, Hedge Funds, Asset Managment, Securities, Trading, Investment Management, Risk Management, Alternative Investments, Asset Allocation, Mutual Funds, Bloomberg, Equities, Fixed Income, Investment Strategies
Education
Saint John's University
St. Francis College
BS, Business Management
Stewart Dier's Guggenheim Investments Experience September 2011 - Present
Job Director at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments September 2011 - Present
Dier Associates LLC January 2010 - December 2011
New York City Retirement Systems January 2007 - December 2009
Nicholas Applegate January 2001 - December 2006
Pennsylvania State Employees' Retirement System February 1998 - December 2000
New York City Retirement Systems February 1988 - February 1998
Skills
Asset Allocation, Investments, Equities, Asset Managment, Fixed Income, Portfolio Management, Management, Hedge Funds, Alternative Investments, Financial Services, Bonds, Investment Strategies, Investment Management, Private Equity, Securities, Pensions, Retirement, Business Development, Emerging Markets, Asset Management, Risk Management, Product Management, Mutual Funds, Financial Advisory, Derivatives, Investment Advisory
Education
Colorado State University 1972 — 1976
BA, Political Science
Guggenheim Investments September 2011 - Present
Dier Associates LLC January 2010 - December 2011
New York City Retirement Systems January 2007 - December 2009
Nicholas Applegate January 2001 - December 2006
Pennsylvania State Employees' Retirement System February 1998 - December 2000
New York City Retirement Systems February 1988 - February 1998
Skills
Asset Allocation, Investments, Equities, Asset Managment, Fixed Income, Portfolio Management, Management, Hedge Funds, Alternative Investments, Financial Services, Bonds, Investment Strategies, Investment Management, Private Equity, Securities, Pensions, Retirement, Business Development, Emerging Markets, Asset Management, Risk Management, Product Management, Mutual Funds, Financial Advisory, Derivatives, Investment Advisory
Education
Colorado State University 1972 — 1976
BA, Political Science
Ron Ruiz Ron Ruiz's Guggenheim Investments Experience January 2014 - Present
Job Financial Reporting Analyst at Guggenheim Investments
Industry Telecommunications
Experience
Guggenheim Investments January 2014 - Present
Financial Industry Regulatory Authority December 2011 - December 2013
JDS Uniphase December 2010 - December 2011
Nasdaq Stock Market May 2005 - December 2010
Rydex Investments August 2004 - May 2005
Skills
Equities, Fixed Income, Securities, Financial Modeling, Mutual Funds, Trading, Financial Analysis, Accounting, Valuation, Investments, Finance, Asset Management, Financial Reporting, Hedge Funds, Bloomberg
Education
American University - Kogod School of Business
BSBA
Guggenheim Investments January 2014 - Present
Financial Industry Regulatory Authority December 2011 - December 2013
JDS Uniphase December 2010 - December 2011
Nasdaq Stock Market May 2005 - December 2010
Rydex Investments August 2004 - May 2005
Skills
Equities, Fixed Income, Securities, Financial Modeling, Mutual Funds, Trading, Financial Analysis, Accounting, Valuation, Investments, Finance, Asset Management, Financial Reporting, Hedge Funds, Bloomberg
Education
American University - Kogod School of Business
BSBA
Keenan Carstens, CFA, CAIA Keenan Carstens, CFA, CAIA's Guggenheim Investments Experience February 2010 - May 2013
Job Business Development and Relationship Management Executive
Industry Financial Services
Experience
Guggenheim Investments February 2010 - May 2013
Rockefeller & Co., Inc. 2008 - 2008
J.P. Morgan 2004 - 2007
Skills
Investments, Hedge Funds, Fixed Income, Equities, Portfolio Management, Investment Management, Strategy, Business Development, Commodity, Relationship Management, Banking, Sales, Mutual Funds
Education
The University of Texas at Austin
BS (Cum Laude)
The University of Texas at Austin - Red McCombs School of Business
MBA, Finance
Guggenheim Investments February 2010 - May 2013
Rockefeller & Co., Inc. 2008 - 2008
J.P. Morgan 2004 - 2007
Skills
Investments, Hedge Funds, Fixed Income, Equities, Portfolio Management, Investment Management, Strategy, Business Development, Commodity, Relationship Management, Banking, Sales, Mutual Funds
Education
The University of Texas at Austin
BS (Cum Laude)
The University of Texas at Austin - Red McCombs School of Business
MBA, Finance
Peter Kearney Peter Kearney's Guggenheim Investments Experience 2010 - 2013
Job Regional Director at Berkeley Square Capital Management, LLC
Industry Financial Services
Experience
Berkeley Square Capital Management, LLC 2015 - Present
Business Development 2014 - Present
Guggenheim Investments 2010 - 2013
R.J. O'Brien & Lone Wolf Investments 2008 - 2010
Credit Suisse 2007 - 2008
JPMorgan Chase & Great Point Capital 2006 - 2007
Skills
Strategy, Mutual Funds, Trading, Business Development, Equities, Equity Trading, Alternative Investments, Investments, Emerging Markets, ETFs, Portfolio Management, Hedge Funds, Entrepreneurship, FINRA, Series 7, Venture Capital
Education
Saint Lawrence University 2001 — 2005
University of Cape Town 2013 — 2013
Graduate School of Business
Berkeley Square Capital Management, LLC 2015 - Present
Business Development 2014 - Present
Guggenheim Investments 2010 - 2013
R.J. O'Brien & Lone Wolf Investments 2008 - 2010
Credit Suisse 2007 - 2008
JPMorgan Chase & Great Point Capital 2006 - 2007
Skills
Strategy, Mutual Funds, Trading, Business Development, Equities, Equity Trading, Alternative Investments, Investments, Emerging Markets, ETFs, Portfolio Management, Hedge Funds, Entrepreneurship, FINRA, Series 7, Venture Capital
Education
Saint Lawrence University 2001 — 2005
University of Cape Town 2013 — 2013
Graduate School of Business
Brian Giere's Guggenheim Investments Experience July 2003 - May 2011
Job Wealth Management at Promus Capital, LLC
Industry Financial Services
Experience
Promus Capital, LLC May 2011 - Present
Guggenheim Investments July 2003 - May 2011
First Trust May 2002 - July 2003
USA Financial August 2000 - May 2002
Administrative Management Group, Inc. December 1998 - August 2000
Skills
ETFs, Alternative Investments, Portfolio Management, Equities, Equity Research, Investments, Strategy, Asset Allocation, Trading, Securities, Asset Management, Mutual Funds, Investment Advisory, Investment Strategies, Hedge Funds, Bonds, Investment Management, Series 63, Fixed Income, Wealth Management, Series 24
Education
Hope College 1994 — 1998
BA, Psychology
Promus Capital, LLC May 2011 - Present
Guggenheim Investments July 2003 - May 2011
First Trust May 2002 - July 2003
USA Financial August 2000 - May 2002
Administrative Management Group, Inc. December 1998 - August 2000
Skills
ETFs, Alternative Investments, Portfolio Management, Equities, Equity Research, Investments, Strategy, Asset Allocation, Trading, Securities, Asset Management, Mutual Funds, Investment Advisory, Investment Strategies, Hedge Funds, Bonds, Investment Management, Series 63, Fixed Income, Wealth Management, Series 24
Education
Hope College 1994 — 1998
BA, Psychology
John Marchelya John Marchelya's Guggenheim Investments Experience October 2011 - Present
Job Senior Research Analyst at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments October 2011 - Present
Campbell and Company July 1999 - September 2011
Center for Advanced Aviation System Development, The MITRE Corporation September 1997 - July 1999
Skills
Portfolio Management, Analysis, Research, Trading Strategies, Managed Futures, Technical Analysis, Quantitative Finance, Data Analysis, Currency, Securities, ETFs, Investment Management, FX Options, Bonds, Equity Research, Mutual Funds, Equity Derivatives, Financial Analysis, Risk Management, Fund Of Funds, Series 7, Financial Markets, Proprietary Trading
Education
The Johns Hopkins University 1991 — 1997
PhD, Operations Research
Stanford University 1990 — 1991
MS, Engineering-Economic Systems
University of Illinois at Urbana-Champaign 1986 — 1990
BS, General Engineering
Guggenheim Investments October 2011 - Present
Campbell and Company July 1999 - September 2011
Center for Advanced Aviation System Development, The MITRE Corporation September 1997 - July 1999
Skills
Portfolio Management, Analysis, Research, Trading Strategies, Managed Futures, Technical Analysis, Quantitative Finance, Data Analysis, Currency, Securities, ETFs, Investment Management, FX Options, Bonds, Equity Research, Mutual Funds, Equity Derivatives, Financial Analysis, Risk Management, Fund Of Funds, Series 7, Financial Markets, Proprietary Trading
Education
The Johns Hopkins University 1991 — 1997
PhD, Operations Research
Stanford University 1990 — 1991
MS, Engineering-Economic Systems
University of Illinois at Urbana-Champaign 1986 — 1990
BS, General Engineering
Douglas Gowski's Guggenheim Investments Experience January 2011 - March 2013
Job RIA Consulting Group at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments March 2013 - Present
Guggenheim Investments January 2011 - March 2013
MyNewPlace June 2009 - January 2011
Morgan Stanley August 2002 - January 2009
Skills
Equities, Securities, Fixed Income, Alternative Investments, ETFs, Mutual Funds
Education
College of the Holy Cross 1998 — 2002
BA, History
Delbarton 1994 — 1998
Nuveen Investments March 2013 - Present
Guggenheim Investments January 2011 - March 2013
MyNewPlace June 2009 - January 2011
Morgan Stanley August 2002 - January 2009
Skills
Equities, Securities, Fixed Income, Alternative Investments, ETFs, Mutual Funds
Education
College of the Holy Cross 1998 — 2002
BA, History
Delbarton 1994 — 1998
Catherine Fraas Catherine Fraas's Guggenheim Investments Experience October 2014 - Present
Job Trading Assistant at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments October 2014 - Present
Guggenheim Investments August 2012 - October 2014
RydexSGI February 2010 - August 2012
Rydex Investments September 2008 - February 2010
The Town of Chevy Chase October 2007 - June 2008
Agnes Scott College January 2007 - May 2007
Agnes Scott College February 2006 - April 2007
Skills
Editing, Data Analysis, Research, Microsoft Office, International Relations, Teaching, French, Analysis, Microsoft Excel, Outlook, Access, Project Management, PowerPoint, Customer Service, Leadership, Event Planning
Education
Agnes Scott College 2003 — 2007
B.A., Philosophy, International Relations
Bethesda - Chevy Chase High School 1999 — 2003
Guggenheim Investments October 2014 - Present
Guggenheim Investments August 2012 - October 2014
RydexSGI February 2010 - August 2012
Rydex Investments September 2008 - February 2010
The Town of Chevy Chase October 2007 - June 2008
Agnes Scott College January 2007 - May 2007
Agnes Scott College February 2006 - April 2007
Skills
Editing, Data Analysis, Research, Microsoft Office, International Relations, Teaching, French, Analysis, Microsoft Excel, Outlook, Access, Project Management, PowerPoint, Customer Service, Leadership, Event Planning
Education
Agnes Scott College 2003 — 2007
B.A., Philosophy, International Relations
Bethesda - Chevy Chase High School 1999 — 2003
Lynne Gravelle Mosier, CFA, CAIA Lynne Gravelle Mosier, CFA, CAIA's Guggenheim Investments Experience January 2011 - Present
Job Sr. Regional Director
Industry Financial Services
Experience
Guggenheim Investments January 2011 - Present
CFA San Francisco 2009 - Present
Jurika, Mills & Keifer, LLC October 2008 - December 2010
Schroders, plc April 1994 - February 2000
Smith Barney January 1993 - January 1994
Prudential Securities January 1992 - January 1993
Institute for International Research January 1989 - January 1992
Skills
Public Speaking, Asset Allocation, Fixed Income, Mutual Funds, Portfolio Management, Investments, Series 63, Sales, Strategy, Alternative Investments, Finance, ETFs, Due Diligence, Capital Markets, Hedge Funds, Equities, CRM, Series 7, Credit, Emerging Markets, Strategic Planning, Marketing Strategy
Education
Chartered Alternative Investment Analyst 2009 — 2010
CAIA
University of San Francisco 1999 — 2003
MBA, International Business
Charter Financial Analyst Society 1996 — 1999
CFA
University of Denver
BSBA, Economics
Guggenheim Investments January 2011 - Present
CFA San Francisco 2009 - Present
Jurika, Mills & Keifer, LLC October 2008 - December 2010
Schroders, plc April 1994 - February 2000
Smith Barney January 1993 - January 1994
Prudential Securities January 1992 - January 1993
Institute for International Research January 1989 - January 1992
Skills
Public Speaking, Asset Allocation, Fixed Income, Mutual Funds, Portfolio Management, Investments, Series 63, Sales, Strategy, Alternative Investments, Finance, ETFs, Due Diligence, Capital Markets, Hedge Funds, Equities, CRM, Series 7, Credit, Emerging Markets, Strategic Planning, Marketing Strategy
Education
Chartered Alternative Investment Analyst 2009 — 2010
CAIA
University of San Francisco 1999 — 2003
MBA, International Business
Charter Financial Analyst Society 1996 — 1999
CFA
University of Denver
BSBA, Economics
Nicole Del Rosario Nicole Del Rosario's Guggenheim Investments Experience December 2012 - December 2014
Job Field Supervisory Specialist at Signature Financial Partners, LLC.
Industry Financial Services
Experience
Signature Financial Partners, LLC. December 2014 - Present
Guggenheim Investments December 2012 - December 2014
UBS Financial Services, Inc. March 2011 - December 2012
FBR Capital Markets December 2000 - February 2011
Ferris Baker Watts October 1997 - December 2000
Education
Towson University 1991 — 1993
Signature Financial Partners, LLC. December 2014 - Present
Guggenheim Investments December 2012 - December 2014
UBS Financial Services, Inc. March 2011 - December 2012
FBR Capital Markets December 2000 - February 2011
Ferris Baker Watts October 1997 - December 2000
Education
Towson University 1991 — 1993
Nailah Generette, MBA's Guggenheim Investments Experience April 2014 - Present
Job Risk & Compliance Analyst at Guggenheim
Industry Financial Services
Experience
Guggenheim Investments April 2014 - Present
Skills
Securities, Mutual Funds, Financial Analysis, Fixed Income, Banking, Investments, Asset Managment, Portfolio Management, Risk Management, Equities, Hedge Funds, Cost Variance Analysis, Financial Forecasting, Crystal Reports, Financial Reporting, Pivot Tables, Vlookup, Access, Financial Accounting, Soft Commodities, Futures, Trend Analysis, High Net Worth..., IRAs, Trading, Cost Accounting, Derivatives, Alternative Investments, Asset Management, Bonds, Capital Markets
Education
Keller Graduate School of Management 2009 — 2011
Certificate, Financial Analysis
Regis University 2005 — 2008
Masters, Business Administration
University of Maryland Eastern Shore 1989 — 1994
Bachelor of Science
Guggenheim Investments April 2014 - Present
Skills
Securities, Mutual Funds, Financial Analysis, Fixed Income, Banking, Investments, Asset Managment, Portfolio Management, Risk Management, Equities, Hedge Funds, Cost Variance Analysis, Financial Forecasting, Crystal Reports, Financial Reporting, Pivot Tables, Vlookup, Access, Financial Accounting, Soft Commodities, Futures, Trend Analysis, High Net Worth..., IRAs, Trading, Cost Accounting, Derivatives, Alternative Investments, Asset Management, Bonds, Capital Markets
Education
Keller Graduate School of Management 2009 — 2011
Certificate, Financial Analysis
Regis University 2005 — 2008
Masters, Business Administration
University of Maryland Eastern Shore 1989 — 1994
Bachelor of Science
Samantha Mitchell Samantha Mitchell's Guggenheim Investments Experience July 2012 - September 2012
Job Manager, Corporate Development and Finance at Elements Behavioral Health
Industry Venture Capital & Private Equity
Experience
Elements Behavioral Health August 2014 - Present
Mountain View Hospital August 2013 - August 2014
UCLA Anderson School of Management August 2011 - June 2013
Guggenheim Investments July 2012 - September 2012
Legacy Partners, LP June 2012 - July 2012
JPMorgan Chase August 2010 - August 2011
JPMorgan Chase October 2005 - July 2010
RICHARDSON & PATEL, LLC June 2003 - September 2003
Skills
Financial Modeling, Valuation, Analytics, General Management, Financial Analysis, Competitive Analysis, Investments, Cross-functional Team..., Market Research, Private Equity, Due Diligence, Equities, Data Analysis, Strategy, Finance, Strategic Planning, Business Strategy, Corporate Finance, Asset Managment, Portfolio Management, Entrepreneurship, Sales Management, Mergers, Management Consulting, Management, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Finance
University of California, Riverside 2001 — 2005
BS Business Administration, Business Administration
Elements Behavioral Health August 2014 - Present
Mountain View Hospital August 2013 - August 2014
UCLA Anderson School of Management August 2011 - June 2013
Guggenheim Investments July 2012 - September 2012
Legacy Partners, LP June 2012 - July 2012
JPMorgan Chase August 2010 - August 2011
JPMorgan Chase October 2005 - July 2010
RICHARDSON & PATEL, LLC June 2003 - September 2003
Skills
Financial Modeling, Valuation, Analytics, General Management, Financial Analysis, Competitive Analysis, Investments, Cross-functional Team..., Market Research, Private Equity, Due Diligence, Equities, Data Analysis, Strategy, Finance, Strategic Planning, Business Strategy, Corporate Finance, Asset Managment, Portfolio Management, Entrepreneurship, Sales Management, Mergers, Management Consulting, Management, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Finance
University of California, Riverside 2001 — 2005
BS Business Administration, Business Administration
Jessica Volley Jessica Volley's Guggenheim Investments Experience January 2013 - Present
Job Senior Fund Administrator at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments January 2013 - Present
Current Boutique December 2014 - Present
Guggenheim Investments September 2009 - December 2012
Salisbury University January 2006 - May 2009
Arrow Investment Advisors June 2008 - August 2008
Skills
Microsoft Excel, Account Reconciliation, Mutual Funds, Payroll, Microsoft Office, Finance, Leadership, Financial Statements, Customer Service, Microsoft Word, Accounting
Education
Salisbury University 2005 — 2009
Bachelor of Science (BS), Corporate Finance
Salisbury University - Perdue School of Business
Guggenheim Investments January 2013 - Present
Current Boutique December 2014 - Present
Guggenheim Investments September 2009 - December 2012
Salisbury University January 2006 - May 2009
Arrow Investment Advisors June 2008 - August 2008
Skills
Microsoft Excel, Account Reconciliation, Mutual Funds, Payroll, Microsoft Office, Finance, Leadership, Financial Statements, Customer Service, Microsoft Word, Accounting
Education
Salisbury University 2005 — 2009
Bachelor of Science (BS), Corporate Finance
Salisbury University - Perdue School of Business
Fallon Wahn Fallon Wahn's Guggenheim Investments Experience May 2014 - August 2014
Job Counseling Intern at Long Island Council on Alcoholism and Drug Dependence
Industry Mental Health Care
Experience
Long Island Council on Alcoholism and Drug Dependence August 2015 - Present
The Urban Assembly, Inc. February 2015 - May 2015
Guggenheim Investments May 2014 - August 2014
Cheektowaga Central School District September 2013 - May 2014
Shibley Day Camp June 2013 - August 2013
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Arts (M.A.), Mental Health Counseling/Counselor
State University of New York at Buffalo 2010 — 2014
Bachelor of Arts (B.A.), Psychology &Health and Human Services (Community Mental Health)
Long Island Council on Alcoholism and Drug Dependence August 2015 - Present
The Urban Assembly, Inc. February 2015 - May 2015
Guggenheim Investments May 2014 - August 2014
Cheektowaga Central School District September 2013 - May 2014
Shibley Day Camp June 2013 - August 2013
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Arts (M.A.), Mental Health Counseling/Counselor
State University of New York at Buffalo 2010 — 2014
Bachelor of Arts (B.A.), Psychology &Health and Human Services (Community Mental Health)
John Boyle, MBA John Boyle, MBA's Guggenheim Investments Experience March 2013 - April 2014
Job Account Manager at Receipt Bank
Industry Information Services
Experience
Receipt Bank April 2015 - Present
Wakefield Research November 2014 - April 2015
LivingSocial April 2014 - July 2014
Guggenheim Investments March 2013 - April 2014
Dotcom Distribution March 2012 - March 2013
Dotcom Distribution March 2012 - March 2013
16 Prospect Wine Bar & Bistro May 2011 - March 2012
Mount St. Mary's University November 2009 - May 2010
Commencement Flowers May 2009 - June 2009
Skills
Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Social Media, Account Management, SaaS, Business Relationship..., Relationship Management, Strategic Planning, Accounting Consulting, Public Speaking, Salesforce.com, Facebook, Teamwork, Access, Marketing, Sales, Leadership, Time Management, QuickBooks, Word, Excel, Google Docs, Box.com, Gmail, SPSS, Zendesk, Xero, Event Planning
Education
Mount St. Mary's University 2010 — 2011
Masters of Business Administration (MBA), Management
Mount St. Mary's University 2006 — 2010
BS, Business
Receipt Bank April 2015 - Present
Wakefield Research November 2014 - April 2015
LivingSocial April 2014 - July 2014
Guggenheim Investments March 2013 - April 2014
Dotcom Distribution March 2012 - March 2013
Dotcom Distribution March 2012 - March 2013
16 Prospect Wine Bar & Bistro May 2011 - March 2012
Mount St. Mary's University November 2009 - May 2010
Commencement Flowers May 2009 - June 2009
Skills
Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Social Media, Account Management, SaaS, Business Relationship..., Relationship Management, Strategic Planning, Accounting Consulting, Public Speaking, Salesforce.com, Facebook, Teamwork, Access, Marketing, Sales, Leadership, Time Management, QuickBooks, Word, Excel, Google Docs, Box.com, Gmail, SPSS, Zendesk, Xero, Event Planning
Education
Mount St. Mary's University 2010 — 2011
Masters of Business Administration (MBA), Management
Mount St. Mary's University 2006 — 2010
BS, Business
Caitlin McLaughlin's Guggenheim Investments Experience May 2013 - July 2015
Job Event Manager at WIRED
Industry Financial Services
Experience
WIRED July 2015 - Present
Trevor NextGen NY May 2014 - Present
Guggenheim Investments May 2013 - July 2015
Guggenheim Partners July 2011 - May 2013
Guggenheim Partners October 2010 - July 2011
Skills
Event Planning, Corporate Events, Events Coordination, Client Services, Research, Vendor Relations, Venue Scouting, On-site Execution, Conference Coordination, Webcasting, Office Management, Travel Arrangements, Outlook, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint
Education
The University of Georgia 2005 — 2009
Bachelor of Arts (B.A.), Sociology
WIRED July 2015 - Present
Trevor NextGen NY May 2014 - Present
Guggenheim Investments May 2013 - July 2015
Guggenheim Partners July 2011 - May 2013
Guggenheim Partners October 2010 - July 2011
Skills
Event Planning, Corporate Events, Events Coordination, Client Services, Research, Vendor Relations, Venue Scouting, On-site Execution, Conference Coordination, Webcasting, Office Management, Travel Arrangements, Outlook, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint
Education
The University of Georgia 2005 — 2009
Bachelor of Arts (B.A.), Sociology
Jay Coulter, CIMA®, CFP® Jay Coulter, CIMA®, CFP®'s Guggenheim Investments Experience 2013 - Present
Job Regional Vice President at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments 2013 - Present
GreenHaven 2012 - 2013
Morgan Stanley 2009 - 2012
Old Mutual Investment Partners 2008 - 2009
Lehman Brothers/Neuberger Berman 2000 - 2008
Charles Schwab & Co. 1998 - 2000
Morgan Stanley 1997 - 1998
Education
Emory University - Goizueta Business School 2007 — 2009
MBA
University of Tennessee-Knoxville 1991 — 1995
BS, Business Administration
Radnor High School 1987 — 1991
Guggenheim Investments 2013 - Present
GreenHaven 2012 - 2013
Morgan Stanley 2009 - 2012
Old Mutual Investment Partners 2008 - 2009
Lehman Brothers/Neuberger Berman 2000 - 2008
Charles Schwab & Co. 1998 - 2000
Morgan Stanley 1997 - 1998
Education
Emory University - Goizueta Business School 2007 — 2009
MBA
University of Tennessee-Knoxville 1991 — 1995
BS, Business Administration
Radnor High School 1987 — 1991
Nicholas Gauen Nicholas Gauen's Guggenheim Investments Experience January 2011 - November 2011
Job Northwest US & Canada Regional Sales Manager Centrix
Industry Medical Devices
Experience
ZocDoc October 2014 - February 2015
ZocDoc March 2014 - February 2015
ZocDoc November 2013 - April 2014
Yelp October 2011 - November 2013
Guggenheim Investments January 2011 - November 2011
Chicago-Nautical.com April 2010 - September 2011
Nuveen Investments December 2009 - March 2011
Morgan Stanley Investment Management August 2008 - January 2010
Red Bull May 2005 - September 2008
Baynote Inc September 2006 - June 2007
Skills
Strategy, Sales, Marketing, Leadership, Salesforce.com, Mutual Funds, Asset Management, Direct Sales, Sales Presentations, Capital Markets, Fixed Income, Social Networking, Enterprise Software, Online Advertising, Social Media Marketing, Online Marketing, ETFs, Public Speaking, Guerrilla Marketing, Brand Management, Digital Marketing, Management, Asset Managment, Closed-end Funds, Brand Development, Marketing Communications, Medical Sales, Project Management, Coaching, Brand Developement, High-Impact Sales..., Software Solution Sales, Creative Writer, Building Relationships, Dental Sales, Reputation Management, Business Coaching, Product Launch, Market Penetration, Non-profit Program..., Brand Awareness, SaaS, SEM, Google Adwords, SEO, Medical Devices, Healthcare Consulting, Patient Satisfaction
Education
Seattle Prep
Santa Clara University - Leavey School of Business
Finance, English
Carleton College
ZocDoc October 2014 - February 2015
ZocDoc March 2014 - February 2015
ZocDoc November 2013 - April 2014
Yelp October 2011 - November 2013
Guggenheim Investments January 2011 - November 2011
Chicago-Nautical.com April 2010 - September 2011
Nuveen Investments December 2009 - March 2011
Morgan Stanley Investment Management August 2008 - January 2010
Red Bull May 2005 - September 2008
Baynote Inc September 2006 - June 2007
Skills
Strategy, Sales, Marketing, Leadership, Salesforce.com, Mutual Funds, Asset Management, Direct Sales, Sales Presentations, Capital Markets, Fixed Income, Social Networking, Enterprise Software, Online Advertising, Social Media Marketing, Online Marketing, ETFs, Public Speaking, Guerrilla Marketing, Brand Management, Digital Marketing, Management, Asset Managment, Closed-end Funds, Brand Development, Marketing Communications, Medical Sales, Project Management, Coaching, Brand Developement, High-Impact Sales..., Software Solution Sales, Creative Writer, Building Relationships, Dental Sales, Reputation Management, Business Coaching, Product Launch, Market Penetration, Non-profit Program..., Brand Awareness, SaaS, SEM, Google Adwords, SEO, Medical Devices, Healthcare Consulting, Patient Satisfaction
Education
Seattle Prep
Santa Clara University - Leavey School of Business
Finance, English
Carleton College
Dan Meteyer Dan Meteyer's Guggenheim Investments Experience January 2013 - Present
Job Acquisitions Analyst at The Buccini / Pollin Group
Industry Financial Services
Experience
Buccini / Pollin Group April 2015 - Present
Guggenheim Investments January 2013 - Present
NASDAQ OMX January 2012 - January 2013
NASDAQ OMX June 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Finance, Market Research, Financial Modeling, Economics, Marketing Strategy, Access, Bloomberg Terminal, Valuation, Microsoft Word, Investments, Argus Modeling, Real Estate, Factset, CoStar, Acquisitions
Education
The Johns Hopkins University - Carey Business School
MS in Real Estate and Infrastructure, Concentration in Finance and Acquisitions
Florida State University 2007 — 2011
BS, International Finance, Minor in Economics
Florida State University Abroad Valencia, Spain 2010 — 2010
International Business, Spanish
Buccini / Pollin Group April 2015 - Present
Guggenheim Investments January 2013 - Present
NASDAQ OMX January 2012 - January 2013
NASDAQ OMX June 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Finance, Market Research, Financial Modeling, Economics, Marketing Strategy, Access, Bloomberg Terminal, Valuation, Microsoft Word, Investments, Argus Modeling, Real Estate, Factset, CoStar, Acquisitions
Education
The Johns Hopkins University - Carey Business School
MS in Real Estate and Infrastructure, Concentration in Finance and Acquisitions
Florida State University 2007 — 2011
BS, International Finance, Minor in Economics
Florida State University Abroad Valencia, Spain 2010 — 2010
International Business, Spanish
Mark Bronzo Mark Bronzo's Guggenheim Investments Experience March 2012 - April 2013
Job Managing Member at Nudge Capital
Industry Investment Management
Experience
Nudge Capital November 2013 - Present
Guggenheim Investments March 2012 - April 2013
Security Global Investors January 2008 - March 2012
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, ETFs, Asset Managment, Portfolio Management, Investments, Mutual Funds, Series 7, Derivatives, Securities, CLO, Due Diligence, Risk Management, Financial Analysis, Separately Managed..., Structured Products, MBS, Equity Trading
Education
New York University 1984 — 1986
Master of Business Administration (MBA), Finance, General
Boston College 1978 — 1982
BA-Economics
Nudge Capital November 2013 - Present
Guggenheim Investments March 2012 - April 2013
Security Global Investors January 2008 - March 2012
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, ETFs, Asset Managment, Portfolio Management, Investments, Mutual Funds, Series 7, Derivatives, Securities, CLO, Due Diligence, Risk Management, Financial Analysis, Separately Managed..., Structured Products, MBS, Equity Trading
Education
New York University 1984 — 1986
Master of Business Administration (MBA), Finance, General
Boston College 1978 — 1982
BA-Economics
Monica Bieniewski's Guggenheim Investments Experience May 2012 - Present
Job Regional Sales Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments May 2012 - Present
MFGlobal / Capital Trading Group, LP February 2008 - May 2012
Patricia A. Heath & Associates, Inc. 2007 - 2007
Skills
Asset Management, Client Services, Sales Process, Fund Administration, Fundraising, Sales Management, Alternative Investments, Financial Services, Asset Managment
Education
Northwestern University 2003 — 2007
Bachelor of Arts, Political Science/International Studies
IFE 2005 — 2005
French
Guggenheim Investments May 2012 - Present
MFGlobal / Capital Trading Group, LP February 2008 - May 2012
Patricia A. Heath & Associates, Inc. 2007 - 2007
Skills
Asset Management, Client Services, Sales Process, Fund Administration, Fundraising, Sales Management, Alternative Investments, Financial Services, Asset Managment
Education
Northwestern University 2003 — 2007
Bachelor of Arts, Political Science/International Studies
IFE 2005 — 2005
French
Jamie Braverman Jamie Braverman's Guggenheim Investments Experience June 2012 - April 2014
Job Vice President, Advertising & Public Relations Manager at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2014 - Present
Guggenheim Investments June 2012 - April 2014
Deloitte September 2010 - June 2012
OppenheimerFunds January 2008 - September 2010
OppenheimerFunds April 2005 - January 2008
TheLadders.com July 2004 - April 2005
Skills
Marketing Strategy, Strategy, Brand Management, Event Planning, Marketing Communications, B2B Marketing, Marketing, Online Marketing, Market Research, Corporate Events, Building Brand Awareness, Leadership, Project Management, Social Media Marketing, Competitive Analysis, CRM, Services Marketing, Media Relations, Event Management, Sponsorship Marketing, Professional Services..., Client Relationship..., Press Releases, Brand Awareness
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
Bachelor of Science, Marketing
Bessemer Trust April 2014 - Present
Guggenheim Investments June 2012 - April 2014
Deloitte September 2010 - June 2012
OppenheimerFunds January 2008 - September 2010
OppenheimerFunds April 2005 - January 2008
TheLadders.com July 2004 - April 2005
Skills
Marketing Strategy, Strategy, Brand Management, Event Planning, Marketing Communications, B2B Marketing, Marketing, Online Marketing, Market Research, Corporate Events, Building Brand Awareness, Leadership, Project Management, Social Media Marketing, Competitive Analysis, CRM, Services Marketing, Media Relations, Event Management, Sponsorship Marketing, Professional Services..., Client Relationship..., Press Releases, Brand Awareness
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
Bachelor of Science, Marketing
Charles E. Keppler's Guggenheim Investments Experience June 2015 - Present
Job Internal Sales Desk Manager at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments June 2015 - Present
Guggenheim Investments May 2012 - May 2015
Citadel Investment Group June 2011 - May 2012
Omnium LLC August 2010 - June 2011
Harbor Capital Advisors January 2010 - August 2010
Harbor Capital Advisors January 2009 - December 2009
Harbor Capital Advisors January 2008 - July 2008
Olympia Fields Country Club March 2002 - August 2007
Skills
Series 7, Series 6, Series 63, Mutual Funds, Unit Investment Trusts, ETFs, Alternative Investments, Investments, Asset Managment, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Sales, Access, Financial Analysis, Data Analysis, Bloomberg, Hedge Funds, Fixed Income, Securities, Equities, Uniform Combined State...
Education
Eastern Illinois University
Eastern Illinois University
University of Illinois at Chicago
Finance Major, Economics Minor
Guggenheim Investments June 2015 - Present
Guggenheim Investments May 2012 - May 2015
Citadel Investment Group June 2011 - May 2012
Omnium LLC August 2010 - June 2011
Harbor Capital Advisors January 2010 - August 2010
Harbor Capital Advisors January 2009 - December 2009
Harbor Capital Advisors January 2008 - July 2008
Olympia Fields Country Club March 2002 - August 2007
Skills
Series 7, Series 6, Series 63, Mutual Funds, Unit Investment Trusts, ETFs, Alternative Investments, Investments, Asset Managment, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Sales, Access, Financial Analysis, Data Analysis, Bloomberg, Hedge Funds, Fixed Income, Securities, Equities, Uniform Combined State...
Education
Eastern Illinois University
Eastern Illinois University
University of Illinois at Chicago
Finance Major, Economics Minor
C. Miyeko Keen C. Miyeko Keen's Guggenheim Investments Experience February 2012 - Present
Job Director, Business Operations
Industry Financial Services
Experience
Guggenheim Investments February 2012 - Present
RydexSGI September 2009 - February 2012
Rydex Investments July 2004 - September 2009
Rydex Investments October 2002 - July 2004
Applied Predictive Technologies September 2000 - September 2002
State Street Research July 1998 - September 2000
Principal Financial Securities May 1996 - July 1998
Sutro & Co. June 1987 - May 1996
Skills
E-commerce, Instructional Design, Distance Education, Marketing Strategy, Budgeting, Business Analysis, Business Process
Education
The University of Dallas
MBA
University of the Pacific
BA
Guggenheim Investments February 2012 - Present
RydexSGI September 2009 - February 2012
Rydex Investments July 2004 - September 2009
Rydex Investments October 2002 - July 2004
Applied Predictive Technologies September 2000 - September 2002
State Street Research July 1998 - September 2000
Principal Financial Securities May 1996 - July 1998
Sutro & Co. June 1987 - May 1996
Skills
E-commerce, Instructional Design, Distance Education, Marketing Strategy, Budgeting, Business Analysis, Business Process
Education
The University of Dallas
MBA
University of the Pacific
BA
John Flavin John Flavin's Guggenheim Investments Experience January 2008 - Present
Job Guggenheim Investments Director, Strategic Partnerships Group
Industry Investment Management
Experience
Guggenheim Investments January 2008 - Present
Gartmore (Nationwide) January 2003 - December 2007
Groupama Asset Management October 1999 - December 2002
Skills
Investments, ETFs, Separately Managed..., Mutual Funds, Hedge Funds, Fixed Income, Equities, Series 7, Alternative Investments, Series 24, Derivatives, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management
Education
St. John's University 1987 — 1991
BS, Finance
Mount St. Michael Academy 1983 — 1987
9-12
Guggenheim Investments January 2008 - Present
Gartmore (Nationwide) January 2003 - December 2007
Groupama Asset Management October 1999 - December 2002
Skills
Investments, ETFs, Separately Managed..., Mutual Funds, Hedge Funds, Fixed Income, Equities, Series 7, Alternative Investments, Series 24, Derivatives, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management
Education
St. John's University 1987 — 1991
BS, Finance
Mount St. Michael Academy 1983 — 1987
9-12
Jonathan D. Panosh's Guggenheim Investments Experience September 2013 - Present
Job RSA at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments September 2013 - Present
ING Financial Partners August 2012 - September 2013
Archer Daniels Midland Investor Services, Chicago Board of Trade April 2011 - September 2012
Huntington Community Association January 2010 - January 2012
Atlantic Specialty Lines Midwest, LLC January 2010 - April 2011
Spyglass Options, Chicago Board of Trade May 2008 - August 2008
Skills
Financial Analysis, Credit, Financial Modeling, Fixed Income, Insurance, Investments, Portfolio Management, Risk Management, Series 7, Strategic Financial..., Asset Management, Mutual Funds
Education
Drake University 2005 — 2009
Bachelor of Science (BS), Finance
Naperville North HS 2001 — 2005
Guggenheim Investments September 2013 - Present
ING Financial Partners August 2012 - September 2013
Archer Daniels Midland Investor Services, Chicago Board of Trade April 2011 - September 2012
Huntington Community Association January 2010 - January 2012
Atlantic Specialty Lines Midwest, LLC January 2010 - April 2011
Spyglass Options, Chicago Board of Trade May 2008 - August 2008
Skills
Financial Analysis, Credit, Financial Modeling, Fixed Income, Insurance, Investments, Portfolio Management, Risk Management, Series 7, Strategic Financial..., Asset Management, Mutual Funds
Education
Drake University 2005 — 2009
Bachelor of Science (BS), Finance
Naperville North HS 2001 — 2005
Mike Dellapa, CFA Mike Dellapa, CFA's Guggenheim Investments Experience December 2000 - December 2014
Job Senior Investment Advisor with PNC Hawthorn
Industry Financial Services
Experience
Hawthorn, PNC Family Wealth December 2014 - Present
Guggenheim Investments December 2000 - December 2014
Principal Financial Group June 1999 - December 2000
Accenture (formerly Andersen Consulting) 1993 - 1997
Skills
ETFs, Alternative Investments, Hedge Funds, Mutual Funds, Asset Allocation, Investment Strategies, Portfolio Management, Fixed Income, Equities, Asset Managment, Investments, Series 7, Bloomberg, Derivatives, Securities, Risk Analytics, Credit Risk
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
University of Maryland College Park 1988 — 1992
BS, Mechanical Engineering
Wootton High School 1985 — 1988
Hawthorn, PNC Family Wealth December 2014 - Present
Guggenheim Investments December 2000 - December 2014
Principal Financial Group June 1999 - December 2000
Accenture (formerly Andersen Consulting) 1993 - 1997
Skills
ETFs, Alternative Investments, Hedge Funds, Mutual Funds, Asset Allocation, Investment Strategies, Portfolio Management, Fixed Income, Equities, Asset Managment, Investments, Series 7, Bloomberg, Derivatives, Securities, Risk Analytics, Credit Risk
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
University of Maryland College Park 1988 — 1992
BS, Mechanical Engineering
Wootton High School 1985 — 1988
Kurt Petricek Kurt Petricek's Guggenheim Investments Experience January 2014 - Present
Job Regional Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments January 2014 - Present
Lincoln Financial Group February 2012 - January 2014
New York Life & MainStay Investments January 2007 - February 2012
ING Funds 2005 - 2007
Skills
Series 7, Series 6, Mutual Funds, Variable Annuities, ETFs, Fixed Annuities, Asset Allocation, Retirement Planning, Alternative Investments, Wealth Management, Securities, Asset Managment, Insurance, Life Insurance, Managing Accounts, IRAs, Separately Managed..., Series 65, Uniform Combined State..., Retirement, Investments, Fixed Income, Equities, Financial Services, Long-term Care, FINRA, Life, Investment Management, Bonds, Investment Advisory, Investment Strategies, Financial Advisory, 401k, Retirement Plan..., Financial Planners, Series 24, Estate Planning, Wealth, Strategic Financial..., Long Term Care Insurance, Series 63, Financial Planning, Asset Management
Education
Arizona State University
Le Cordon Bleu College of Culinary Arts-Scottsdale
Culinary Arts/ Business Management
University of Arizona
Guggenheim Investments January 2014 - Present
Lincoln Financial Group February 2012 - January 2014
New York Life & MainStay Investments January 2007 - February 2012
ING Funds 2005 - 2007
Skills
Series 7, Series 6, Mutual Funds, Variable Annuities, ETFs, Fixed Annuities, Asset Allocation, Retirement Planning, Alternative Investments, Wealth Management, Securities, Asset Managment, Insurance, Life Insurance, Managing Accounts, IRAs, Separately Managed..., Series 65, Uniform Combined State..., Retirement, Investments, Fixed Income, Equities, Financial Services, Long-term Care, FINRA, Life, Investment Management, Bonds, Investment Advisory, Investment Strategies, Financial Advisory, 401k, Retirement Plan..., Financial Planners, Series 24, Estate Planning, Wealth, Strategic Financial..., Long Term Care Insurance, Series 63, Financial Planning, Asset Management
Education
Arizona State University
Le Cordon Bleu College of Culinary Arts-Scottsdale
Culinary Arts/ Business Management
University of Arizona
Yadina Amadeo Yadina Amadeo's Guggenheim Investments Experience February 2012 - Present
Job Finance at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments February 2012 - Present
Guggenheim Investments (Formally 01/2008 – 02-20012 Security Investors, LLC February 2012 - Present
Nationwide Separate Accounts, LLC (Formally 05/2003 – 11/2006 Gartmore Separate Accounts, LLC November 2006 - January 2008
Groupama Asset Management, N.A October 1995 - April 2003
SOREMA NORTH AMERICA REINSURANCE COMPANY March 1990 - October 1995
Skills
Finance
Education
St. John's University 1981 — 1985
Bachelor's degree, Accounting
Guggenheim Investments February 2012 - Present
Guggenheim Investments (Formally 01/2008 – 02-20012 Security Investors, LLC February 2012 - Present
Nationwide Separate Accounts, LLC (Formally 05/2003 – 11/2006 Gartmore Separate Accounts, LLC November 2006 - January 2008
Groupama Asset Management, N.A October 1995 - April 2003
SOREMA NORTH AMERICA REINSURANCE COMPANY March 1990 - October 1995
Skills
Finance
Education
St. John's University 1981 — 1985
Bachelor's degree, Accounting
Jim Petitto Jim Petitto's Guggenheim Investments Experience 2012 - 2012
Job Managing Director at Beacon Consulting Group
Industry Information Technology and Services
Experience
Beacon Consulting Group 2005 - Present
Acadian Asset Management 2014 - 2015
Acadian Asset Management 2014 - 2015
Caisse de dépôt et placement du Québec 2014 - 2014
Acadian Asset Management 2014 - 2014
Guggenheim Investments 2012 - 2012
JPMorgan Chase 2011 - 2012
The Capital Group 2011 - 2011
The Capital Group 2011 - 2011
Capital Group 2011 - 2011
Skills
Mutual Funds, Fixed Income, Securities, Equities, Fund Accounting, Business Requirements, SDLC, Requirements Analysis, Process Improvement, Data Management, Reference Data, Strategy, Market Data, Derivatives, Trading Systems, Integration, Analysis, Software Project..., Investments
Education
Suffolk University 1990 — 1994
Beacon Consulting Group 2005 - Present
Acadian Asset Management 2014 - 2015
Acadian Asset Management 2014 - 2015
Caisse de dépôt et placement du Québec 2014 - 2014
Acadian Asset Management 2014 - 2014
Guggenheim Investments 2012 - 2012
JPMorgan Chase 2011 - 2012
The Capital Group 2011 - 2011
The Capital Group 2011 - 2011
Capital Group 2011 - 2011
Skills
Mutual Funds, Fixed Income, Securities, Equities, Fund Accounting, Business Requirements, SDLC, Requirements Analysis, Process Improvement, Data Management, Reference Data, Strategy, Market Data, Derivatives, Trading Systems, Integration, Analysis, Software Project..., Investments
Education
Suffolk University 1990 — 1994
Tom Lydon's Guggenheim Investments Experience 2003 - Present
Job ETF Content and Wealth Management
Industry Investment Management
Experience
Virtual Summits September 2011 - Present
ETF Trends August 2005 - Present
Guggenheim Investments 2003 - Present
US Global Investors January 1997 - Present
Global Trends Investments March 1996 - Present
Tiburon CEO Summit 1998 - 2010
Charles Schwab 1992 - 1995
Fidelity Investments 1983 - 1984
Skills
Investments, Mutual Funds, ETFs, Wealth, Investment Advisory, Finance, Asset Management, Financial Risk, Asset Managment, Alternative Investments, Financial Advisory, Non-profits, Management, Economics, Equities, Social Media Marketing, Blogging, Hedge Funds, Strategy, Strategic Planning, Investment Management, Nonprofits, Entrepreneurship, Marketing Communications
Education
Babson College 1978 — 1982
Virtual Summits September 2011 - Present
ETF Trends August 2005 - Present
Guggenheim Investments 2003 - Present
US Global Investors January 1997 - Present
Global Trends Investments March 1996 - Present
Tiburon CEO Summit 1998 - 2010
Charles Schwab 1992 - 1995
Fidelity Investments 1983 - 1984
Skills
Investments, Mutual Funds, ETFs, Wealth, Investment Advisory, Finance, Asset Management, Financial Risk, Asset Managment, Alternative Investments, Financial Advisory, Non-profits, Management, Economics, Equities, Social Media Marketing, Blogging, Hedge Funds, Strategy, Strategic Planning, Investment Management, Nonprofits, Entrepreneurship, Marketing Communications
Education
Babson College 1978 — 1982
Jennica Ross Jennica Ross's Guggenheim Investments Experience May 2010 - December 2011
Job Head of Strategic Relationships at WallachBeth Capital
Industry Investment Management
Experience
WallachBeth Capital April 2012 - Present
Guggenheim Investments May 2010 - December 2011
UBS Wealth Management 2005 - 2010
UBS Wealth Management 2003 - 2005
Skills
Investment Management, Business Development, Closed-end Funds, ETFs, Equities, Series 7, Series 63, Series 24, Asset Allocation, FINRA, Financial Services, Alternative Investments, Asset Management, Hedge Funds, Trading
Education
Princeton University 1999 — 2003
Bachelor of Arts (A.B.)
WallachBeth Capital April 2012 - Present
Guggenheim Investments May 2010 - December 2011
UBS Wealth Management 2005 - 2010
UBS Wealth Management 2003 - 2005
Skills
Investment Management, Business Development, Closed-end Funds, ETFs, Equities, Series 7, Series 63, Series 24, Asset Allocation, FINRA, Financial Services, Alternative Investments, Asset Management, Hedge Funds, Trading
Education
Princeton University 1999 — 2003
Bachelor of Arts (A.B.)
Joe McQuaid's Guggenheim Investments Experience October 2012 - Present
Job Regional Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments October 2012 - Present
JM Educational Services December 2011 - November 2012
The Philadelphia Group June 2011 - December 2011
New York Life/Mainstay Investments April 2002 - April 2011
Mainstay Investments April 2002 - April 2011
JW Seligman January 2000 - April 2002
Prudential Securities January 1999 - January 2000
Skills
Mutual Funds, Alternative Investments, Series 7, Strategic Financial..., Asset Allocation, Investments, Sales, Portfolio Management, Leadership, 401k, Retirement Planning, Retirement, Asset Managment, Integrated Marketing, Series 63, Management, ETFs, Fixed Annuities, Investment Strategies, Uniform Combined State..., Wealth Management, Asset Management
Education
New York University
Guggenheim Investments October 2012 - Present
JM Educational Services December 2011 - November 2012
The Philadelphia Group June 2011 - December 2011
New York Life/Mainstay Investments April 2002 - April 2011
Mainstay Investments April 2002 - April 2011
JW Seligman January 2000 - April 2002
Prudential Securities January 1999 - January 2000
Skills
Mutual Funds, Alternative Investments, Series 7, Strategic Financial..., Asset Allocation, Investments, Sales, Portfolio Management, Leadership, 401k, Retirement Planning, Retirement, Asset Managment, Integrated Marketing, Series 63, Management, ETFs, Fixed Annuities, Investment Strategies, Uniform Combined State..., Wealth Management, Asset Management
Education
New York University
Jordan Farris Jordan Farris's Guggenheim Investments Experience January 2013 - Present
Job Director, ETF Product Development
Industry Financial Services
Experience
Guggenheim Investments January 2013 - Present
Direxion Shares June 2009 - January 2013
Northern Trust Investments 2008 - 2009
The Electric Sheep Company 2007 - 2008
Rydex Investments 2004 - 2007
Raymond James & Associates, Inc 2003 - 2004
Skills
Hedge Funds, ETFs, Trading, Series 7
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Analytical Consulting, Finance, Management & Strategy, Entrepreneurship & Innovation
University of Michigan 1998 — 2002
Bachelors, Economics, Sociology
Guggenheim Investments January 2013 - Present
Direxion Shares June 2009 - January 2013
Northern Trust Investments 2008 - 2009
The Electric Sheep Company 2007 - 2008
Rydex Investments 2004 - 2007
Raymond James & Associates, Inc 2003 - 2004
Skills
Hedge Funds, ETFs, Trading, Series 7
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Analytical Consulting, Finance, Management & Strategy, Entrepreneurship & Innovation
University of Michigan 1998 — 2002
Bachelors, Economics, Sociology
Michael Povemba Michael Povemba's Guggenheim Investments Experience May 2009 - May 2013
Job Trading at Cardinal Capital Management, L.L.C.
Industry Financial Services
Experience
Cardinal Capital Management, L.L.C. June 2014 - Present
Pinnacle Associates August 2013 - June 2014
Guggenheim Investments May 2009 - May 2013
Walsh Associates May 2007 - May 2009
Skills
Mutual Funds, Equities, Investments, Securities, Bloomberg, Trading, Portfolio Management, Hedge Funds
Education
College of the Holy Cross 2003 — 2007
Economics
Cardinal Capital Management, L.L.C. June 2014 - Present
Pinnacle Associates August 2013 - June 2014
Guggenheim Investments May 2009 - May 2013
Walsh Associates May 2007 - May 2009
Skills
Mutual Funds, Equities, Investments, Securities, Bloomberg, Trading, Portfolio Management, Hedge Funds
Education
College of the Holy Cross 2003 — 2007
Economics
Adam Godlewski's Guggenheim Investments Experience July 2015 - Present
Job Regional Sales Associate at Guggenheim Investment Advisors
Industry Financial Services
Experience
Guggenheim Investments July 2015 - Present
Guggenheim Partners July 2012 - June 2015
Citi April 2011 - June 2012
Citi June 2008 - March 2011
Skills
Series 7, Series 66
Education
Ohio University
Bachelor's degree, Finance
St. Ignatius Cleveland Ohio
Guggenheim Investments July 2015 - Present
Guggenheim Partners July 2012 - June 2015
Citi April 2011 - June 2012
Citi June 2008 - March 2011
Skills
Series 7, Series 66
Education
Ohio University
Bachelor's degree, Finance
St. Ignatius Cleveland Ohio
Jacob Schultz Jacob Schultz's Guggenheim Investments Experience Wealth Management AssociateRydexSGIMay 2011 - 2013
Job Regional Sales Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments Wealth Management AssociateRydexSGIMay 2011 - 2013
Northwestern Mutual May 2010 - October 2010
Nordstrom July 2007 - August 2009
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Uniform Combined State..., Portfolio Management, Financial Analysis, Strategic Financial..., Asset Managment, Finance, Securities, Fixed Income, Equities, Financial Modeling, Alternative Investments
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Business Administration, Finance
Guggenheim Investments Wealth Management AssociateRydexSGIMay 2011 - 2013
Northwestern Mutual May 2010 - October 2010
Nordstrom July 2007 - August 2009
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Uniform Combined State..., Portfolio Management, Financial Analysis, Strategic Financial..., Asset Managment, Finance, Securities, Fixed Income, Equities, Financial Modeling, Alternative Investments
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Business Administration, Finance
Jeannine Greene's Guggenheim Investments Experience May 2010 - Present
Job Guggenheim Investments
Industry Program Development
Experience
Guggenheim Investments May 2010 - Present
L-3 Communications February 2010 - May 2010
Convergent Wealth Advisors April 2008 - December 2009
E*TRADE Financial June 1999 - April 2008
Banc One / Banc One Securities May 1995 - June 1999
Skills
PMP, Business Analysis, Process Improvement, Outsourcing, Management, PMO, Customer Experience, Vendor Management, Leadership, Program Management, Business Process..., Project Management, Financial Services, Strategic Planning, Risk Management, Analysis
Education
Walsh College of Accountancy and Business Administration
Master of Business Administration (MBA)
Albion College
Batchelor of Arts, Dual Major: Economics & Management and Visual Arts
Walsh College
Masters, Finance with Concentration in Financial Planning and Portfolio Analysis
Guggenheim Investments May 2010 - Present
L-3 Communications February 2010 - May 2010
Convergent Wealth Advisors April 2008 - December 2009
E*TRADE Financial June 1999 - April 2008
Banc One / Banc One Securities May 1995 - June 1999
Skills
PMP, Business Analysis, Process Improvement, Outsourcing, Management, PMO, Customer Experience, Vendor Management, Leadership, Program Management, Business Process..., Project Management, Financial Services, Strategic Planning, Risk Management, Analysis
Education
Walsh College of Accountancy and Business Administration
Master of Business Administration (MBA)
Albion College
Batchelor of Arts, Dual Major: Economics & Management and Visual Arts
Walsh College
Masters, Finance with Concentration in Financial Planning and Portfolio Analysis
Stan Macel's Guggenheim Investments Experience 2015 - 2015
Job Managing Director at Guggenheim Partners
Industry Legal Services
Experience
Guggenheim Partners October 2012 - Present
Guggenheim Investments 2015 - 2015
Guggenheim Investments 2015 - 2015
FINRA 2007 - October 2012
US Securities and Exchange Commission 2004 - 2008
Securities and Exchange Commission 1999 - 2007
leboeuf lamb 1992 - 1997
Skills
Securities, Corporate Governance, Corporate Law, Litigation, Securities Litigation, Legal Research, Legal Writing, Commercial Litigation, Arbitration, FCPA, Intellectual Property, Due Diligence
Education
Duke University School of Law 1989 — 1992
JD /LL.M, Law, International Law
Williams College 1984 — 1988
BA, English
Guggenheim Partners October 2012 - Present
Guggenheim Investments 2015 - 2015
Guggenheim Investments 2015 - 2015
FINRA 2007 - October 2012
US Securities and Exchange Commission 2004 - 2008
Securities and Exchange Commission 1999 - 2007
leboeuf lamb 1992 - 1997
Skills
Securities, Corporate Governance, Corporate Law, Litigation, Securities Litigation, Legal Research, Legal Writing, Commercial Litigation, Arbitration, FCPA, Intellectual Property, Due Diligence
Education
Duke University School of Law 1989 — 1992
JD /LL.M, Law, International Law
Williams College 1984 — 1988
BA, English
Chris Taffe's Guggenheim Investments Experience January 2008 - Present
Job Director, Strategic Partnership Group, Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments January 2008 - Present
Rydex Investments January 2005 - January 2008
Rydex Investments January 2002 - January 2005
Rydex Investments January 2001 - January 2002
American Express Financial Advisors 1998 - January 2001
Skills
ETFs, Mutual Funds, Global Business..., Strategic Partnerships, Alternative Investments, Asset Allocation, Asset Management, Equities, Finance, Hedge Funds, Investment Advisory, Investments, Portfolio Management, Relationship Management, Separately Managed..., Series 24, Series 63, Series 7, Wealth Management
Education
Roanoke College 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Guggenheim Investments January 2008 - Present
Rydex Investments January 2005 - January 2008
Rydex Investments January 2002 - January 2005
Rydex Investments January 2001 - January 2002
American Express Financial Advisors 1998 - January 2001
Skills
ETFs, Mutual Funds, Global Business..., Strategic Partnerships, Alternative Investments, Asset Allocation, Asset Management, Equities, Finance, Hedge Funds, Investment Advisory, Investments, Portfolio Management, Relationship Management, Separately Managed..., Series 24, Series 63, Series 7, Wealth Management
Education
Roanoke College 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Jennifer (Cusumano) Hasbrouck's Guggenheim Investments Experience February 2007 - April 2015
Job
Industry Financial Services
Experience
Invesco PowerShares April 2015 - Present
Guggenheim Investments February 2007 - April 2015
Morgan Stanley/Van Kampen Funds 1997 - 2007
Skills
Series 7, Mutual Funds, ETFs, Alternative Investments, FINRA, Separately Managed..., Securities, Investments, Asset Allocation, Investment Strategies, Series 24, Marketing Strategy, Marketing Communications, Marketing, Marketing Management, Product Marketing
Education
California State University-Fullerton - College of Business and Economics 1993 — 1995
Bachelor of Arts (B.A.), Marketing
California State University-Fullerton, Mihaylo College of Business and Economics 1993 — 1995
1995, Marketing
Invesco PowerShares April 2015 - Present
Guggenheim Investments February 2007 - April 2015
Morgan Stanley/Van Kampen Funds 1997 - 2007
Skills
Series 7, Mutual Funds, ETFs, Alternative Investments, FINRA, Separately Managed..., Securities, Investments, Asset Allocation, Investment Strategies, Series 24, Marketing Strategy, Marketing Communications, Marketing, Marketing Management, Product Marketing
Education
California State University-Fullerton - College of Business and Economics 1993 — 1995
Bachelor of Arts (B.A.), Marketing
California State University-Fullerton, Mihaylo College of Business and Economics 1993 — 1995
1995, Marketing
Andrei Kovalev's Guggenheim Investments Experience August 2010 - January 2012
Job Manager at Actualize Consulting
Industry Financial Services
Experience
Actualize Consulting July 2014 - Present
Actualize Consulting February 2012 - July 2014
Guggenheim Investments August 2010 - January 2012
Security Global Investors May 2009 - September 2010
Security Global Investors July 2007 - May 2009
Rydex Investments January 2006 - July 2007
Rydex Investments, Inc. December 2004 - January 2006
Skills
Derivatives, Equities, VBA, Capital Markets, Accounting, Treasury, Portfolio Management, Risk Management, Microsoft Excel, Financial Analysis, Equity Derivatives, Bonds, Structured Products, Due Diligence, Hedge Funds, Credit Derivatives, MySQL, REXX, Microsoft Word, Excel, Word, Outlook, Visual Basic, International Equities, US GAAP, SWIFT payments, SWIFT messaging, ISO20022, Talend, SQL Server Management..., Liquidity Management, Foreign Exchange, Foreign Exchange Risk..., Interest Rate Risk..., Interest Rate Swaps, Bloomberg Terminal, Bloomberg Data License, Commodity Risk..., FX Derivatives, IT2 Treasury Solutions, Reval, Visio, Financial Modeling
Education
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science, Finance
Actualize Consulting July 2014 - Present
Actualize Consulting February 2012 - July 2014
Guggenheim Investments August 2010 - January 2012
Security Global Investors May 2009 - September 2010
Security Global Investors July 2007 - May 2009
Rydex Investments January 2006 - July 2007
Rydex Investments, Inc. December 2004 - January 2006
Skills
Derivatives, Equities, VBA, Capital Markets, Accounting, Treasury, Portfolio Management, Risk Management, Microsoft Excel, Financial Analysis, Equity Derivatives, Bonds, Structured Products, Due Diligence, Hedge Funds, Credit Derivatives, MySQL, REXX, Microsoft Word, Excel, Word, Outlook, Visual Basic, International Equities, US GAAP, SWIFT payments, SWIFT messaging, ISO20022, Talend, SQL Server Management..., Liquidity Management, Foreign Exchange, Foreign Exchange Risk..., Interest Rate Risk..., Interest Rate Swaps, Bloomberg Terminal, Bloomberg Data License, Commodity Risk..., FX Derivatives, IT2 Treasury Solutions, Reval, Visio, Financial Modeling
Education
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science, Finance
Jonathan Van Ginneken's Guggenheim Investments Experience November 2009 - August 2012
Job Director, Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock August 2012 - Present
Guggenheim Investments November 2009 - August 2012
FactSet Research Systems March 2008 - November 2009
Claymore Advisors June 2006 - March 2008
Skills
Portfolio Management, ETFs, Finance, Project Portfolio..., Equities, Fixed Income, Bloomberg, Alternative Investments, Derivatives, Mutual Funds, Asset Allocation, Investments, Asset Management, Securities
Education
Illinois Institute of Technology 2004 — 2006
MS, Financial Engineering and Programming
McGill University 2002 — 2002
Atmospheric Science
North Central College 1998 — 2002
BS, Applied Mathematics / Physics
BlackRock August 2012 - Present
Guggenheim Investments November 2009 - August 2012
FactSet Research Systems March 2008 - November 2009
Claymore Advisors June 2006 - March 2008
Skills
Portfolio Management, ETFs, Finance, Project Portfolio..., Equities, Fixed Income, Bloomberg, Alternative Investments, Derivatives, Mutual Funds, Asset Allocation, Investments, Asset Management, Securities
Education
Illinois Institute of Technology 2004 — 2006
MS, Financial Engineering and Programming
McGill University 2002 — 2002
Atmospheric Science
North Central College 1998 — 2002
BS, Applied Mathematics / Physics
Anthony Cheong's Guggenheim Investments Experience September 2012 - May 2015
Job eBusiness Project Manager at Guggenheim Partners
Industry Online Media
Experience
Guggenheim Partners May 2015 - Present
Guggenheim Investments September 2012 - May 2015
Motorola Employees Credit Union September 2009 - September 2012
HSBC September 2004 - September 2009
Signature HomeStyles January 2004 - September 2004
Skills
Digital Strategy, Marketing, Marketing Communications, Web Design, Online Marketing, Web Analytics, Strategic Planning, Integrated Marketing, Marketing Strategy, Analytics, CRM, E-commerce, SEM, SEO, Email Marketing, Project Management, Content Management, Social Media, Direct Marketing, Digital Marketing, Online Advertising, User Experience, User Interface, Web Applications, Mobile Applications
Education
The University of British Columbia 2010 — 2010
Award of Achievement, Web Analytics
Roosevelt University 2006 — 2008
Master's, Integrated Marketing Communications
University of Illinois at Urbana-Champaign 2002 — 2003
Web Master Certificate, Web Certificate Program
Illinois Institute of Art 2000 — 2001
Associate's, Multimedia Production
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor's, Biology
Guggenheim Partners May 2015 - Present
Guggenheim Investments September 2012 - May 2015
Motorola Employees Credit Union September 2009 - September 2012
HSBC September 2004 - September 2009
Signature HomeStyles January 2004 - September 2004
Skills
Digital Strategy, Marketing, Marketing Communications, Web Design, Online Marketing, Web Analytics, Strategic Planning, Integrated Marketing, Marketing Strategy, Analytics, CRM, E-commerce, SEM, SEO, Email Marketing, Project Management, Content Management, Social Media, Direct Marketing, Digital Marketing, Online Advertising, User Experience, User Interface, Web Applications, Mobile Applications
Education
The University of British Columbia 2010 — 2010
Award of Achievement, Web Analytics
Roosevelt University 2006 — 2008
Master's, Integrated Marketing Communications
University of Illinois at Urbana-Champaign 2002 — 2003
Web Master Certificate, Web Certificate Program
Illinois Institute of Art 2000 — 2001
Associate's, Multimedia Production
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor's, Biology
William Belden's Guggenheim Investments Experience 2011 - Present
Job Head of Product Development and Management
Industry Financial Services
Experience
Guggenheim Investments 2011 - Present
Guggenheim Funds April 2005 - Present
Northern Trust Global Investments January 2000 - March 2005
Stein Roe & Farnham 1995 - 2000
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Wealth Management, Investment Management, Equities, Asset Allocation, Series 7, Fixed Income, Asset Managment, Investment Strategies, Series 63, Securities, Investment Advisory, Separately Managed...
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
Miami University
Guggenheim Investments 2011 - Present
Guggenheim Funds April 2005 - Present
Northern Trust Global Investments January 2000 - March 2005
Stein Roe & Farnham 1995 - 2000
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Wealth Management, Investment Management, Equities, Asset Allocation, Series 7, Fixed Income, Asset Managment, Investment Strategies, Series 63, Securities, Investment Advisory, Separately Managed...
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
Miami University
Joanne Weiss, CPA's Guggenheim Investments Experience November 2007 - Present
Job Senior Financial/Tax Analyst
Industry Accounting
Experience
Guggenheim Investments November 2007 - Present
Education
North Central College
Guggenheim Investments November 2007 - Present
Education
North Central College
Derryk Madsen's Guggenheim Investments Experience January 2006 - March 2009
Job DirectorHead of Strategic Relationships at Salient Partners
Industry Financial Services
Experience
Salient Partners October 2012 - Present
Rococo Capital LLC January 2012 - October 2012
Guggenheim Investments, Strategic Relations Group March 2009 - December 2011
Guggenheim Investments January 2006 - March 2009
Rococo Consulting January 2002 - June 2007
Guggenheim Investments February 2005 - January 2006
Sidney Kulek & Associates February 2000 - January 2002
PEI, Inc. 1998 - 2000
various 1994 - 2000
Skills
Key Account Management, ETFs, SMAs, Mutual Funds, Closed-end Funds, Sales Management, Distribution Strategies, Separately Managed..., Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Portfolio Management, Asset Management, Series 7, Financial Advisory, Series 63, Series 24, Investment Management, Investment Advisory, Series 65, Morningstar
Education
DePaul University
Bachelor of Science, Finance with
Salient Partners October 2012 - Present
Rococo Capital LLC January 2012 - October 2012
Guggenheim Investments, Strategic Relations Group March 2009 - December 2011
Guggenheim Investments January 2006 - March 2009
Rococo Consulting January 2002 - June 2007
Guggenheim Investments February 2005 - January 2006
Sidney Kulek & Associates February 2000 - January 2002
PEI, Inc. 1998 - 2000
various 1994 - 2000
Skills
Key Account Management, ETFs, SMAs, Mutual Funds, Closed-end Funds, Sales Management, Distribution Strategies, Separately Managed..., Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Portfolio Management, Asset Management, Series 7, Financial Advisory, Series 63, Series 24, Investment Management, Investment Advisory, Series 65, Morningstar
Education
DePaul University
Bachelor of Science, Finance with
John Linnehan's Guggenheim Investments Experience May 2010 - Present
Job Chief Financial Officer at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments May 2010 - Present
SGI Rydex May 2010 - February 2012
Coopers & Lybrand January 1990 - November 1991
Skills
Asset Management, Mergers, Strategic Planning, Business Strategy, Fundraising
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
MBA, Finance and Accounting
Boston College 1982 — 1986
BS, Finance and Strategic Management
Guggenheim Investments May 2010 - Present
SGI Rydex May 2010 - February 2012
Coopers & Lybrand January 1990 - November 1991
Skills
Asset Management, Mergers, Strategic Planning, Business Strategy, Fundraising
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
MBA, Finance and Accounting
Boston College 1982 — 1986
BS, Finance and Strategic Management
Leigh Poggio's Guggenheim Investments Experience June 2010 - Present
Job Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments June 2010 - Present
Charles Schwab August 2009 - June 2010
Invesco Private Capital April 2000 - December 2008
Dreyfus June 1999 - April 2000
Schwab January 1997 - May 1999
Montgomery Asset Management 1995 - 1997
Foote, Cone and Belding Direct 1994 - 1995
AXA Financial September 1988 - August 1994
Skills
Mutual Funds, Portfolio Management, Strategy, Investments, Product Marketing, Private Equity, Financial Services, Direct Marketing, Strategic Planning, Marketing, Asset Allocation, Investor Relations, Product Development, CRM, Management, Alternative Investments, Program Management, Hedge Funds, Project Management, Asset Managment, Equities, Fixed Income, Series 7
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Marketing
Georgetown University 1984 — 1988
BSBA, Finance
Holy Trinity High School
Guggenheim Investments June 2010 - Present
Charles Schwab August 2009 - June 2010
Invesco Private Capital April 2000 - December 2008
Dreyfus June 1999 - April 2000
Schwab January 1997 - May 1999
Montgomery Asset Management 1995 - 1997
Foote, Cone and Belding Direct 1994 - 1995
AXA Financial September 1988 - August 1994
Skills
Mutual Funds, Portfolio Management, Strategy, Investments, Product Marketing, Private Equity, Financial Services, Direct Marketing, Strategic Planning, Marketing, Asset Allocation, Investor Relations, Product Development, CRM, Management, Alternative Investments, Program Management, Hedge Funds, Project Management, Asset Managment, Equities, Fixed Income, Series 7
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Marketing
Georgetown University 1984 — 1988
BSBA, Finance
Holy Trinity High School
David Botset's Guggenheim Investments Experience May 2007 - June 2012
Job Managing Director Product Development & Strategy
Industry Financial Services
Experience
Charles Schwab July 2012 - Present
Guggenheim Investments May 2007 - June 2012
Nuveen Investments August 1997 - May 2007
Skills
Mutual Funds, Exchange Traded Funds, Closed-end Funds, Unit Investment Trusts, Training & Development, Product Development, Product Marketing, Separately Managed..., Product Management, Sales Presentations, ETFs, Media Interviews, Product Strategy, Investment Management
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Accounting & Economics
Indiana University Bloomington
Bachelor of Science (B.S.), Business
Charles Schwab July 2012 - Present
Guggenheim Investments May 2007 - June 2012
Nuveen Investments August 1997 - May 2007
Skills
Mutual Funds, Exchange Traded Funds, Closed-end Funds, Unit Investment Trusts, Training & Development, Product Development, Product Marketing, Separately Managed..., Product Management, Sales Presentations, ETFs, Media Interviews, Product Strategy, Investment Management
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Accounting & Economics
Indiana University Bloomington
Bachelor of Science (B.S.), Business
Jennifer Schroeder's Guggenheim Investments Experience August 2010 - October 2012
Job Senior Account Executive at Harbor Capital Advisors
Industry Financial Services
Experience
Harbor Capital Advisors October 2012 - Present
Guggenheim Investments August 2010 - October 2012
John Hancock August 2007 - July 2010
Ameriprise Financial Advisors 2005 - 2007
Skills
Mutual Funds, Series 63, Series 7, Alternative Investments, ETFs, 401k, Managed Futures, Marketing Strategy, Go-to-market Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Marketing Management, Economics
Bowling Green State University 2001 — 2005
Bachelor of Science, Business Administration
ESSEC Business School
ESSEC Business School
Harbor Capital Advisors October 2012 - Present
Guggenheim Investments August 2010 - October 2012
John Hancock August 2007 - July 2010
Ameriprise Financial Advisors 2005 - 2007
Skills
Mutual Funds, Series 63, Series 7, Alternative Investments, ETFs, 401k, Managed Futures, Marketing Strategy, Go-to-market Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Marketing Management, Economics
Bowling Green State University 2001 — 2005
Bachelor of Science, Business Administration
ESSEC Business School
ESSEC Business School
Keith Fletcher's Guggenheim Investments Experience 2008 - 2012
Job Vice Chairman at American Independence Financial Services
Industry Investment Management
Experience
American Independence Financial Services 2013 - Present
Guggenheim Investments 2008 - 2012
Lyster Watson November 2007 - November 2008
Fletcher Financial Group Inc. 2004 - 2007
Van Eck Global 1992 - 2004
Fidelity Investments 1989 - 1992
Furman Selz 1985 - 1989
Dreyfus 1979 - 1985
Skills
Mutual Funds, Alternative Investments, ETFs, Series 7, Asset Managment, Equities, Hedge Funds, Investments, Portfolio Management, Series 63, Investment Strategies, Fixed Income, Asset Allocation, Asset Management, Financial Services, Investment Management, Securities, Series 24
Education
Saint Peter's University 1975 — 1979
Weehawken High School 1972 — 1975
American Independence Financial Services 2013 - Present
Guggenheim Investments 2008 - 2012
Lyster Watson November 2007 - November 2008
Fletcher Financial Group Inc. 2004 - 2007
Van Eck Global 1992 - 2004
Fidelity Investments 1989 - 1992
Furman Selz 1985 - 1989
Dreyfus 1979 - 1985
Skills
Mutual Funds, Alternative Investments, ETFs, Series 7, Asset Managment, Equities, Hedge Funds, Investments, Portfolio Management, Series 63, Investment Strategies, Fixed Income, Asset Allocation, Asset Management, Financial Services, Investment Management, Securities, Series 24
Education
Saint Peter's University 1975 — 1979
Weehawken High School 1972 — 1975
Susan Batina's Guggenheim Investments Experience August 2010 - April 2012
Job Vice President, ClosedEnd Funds Marketing at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments May 2013 - Present
SwanDog Strategic Marketing April 2012 - February 2013
Guggenheim Investments August 2010 - April 2012
N/A August 2005 - August 2010
Van Kampen Investments August 2000 - August 2005
Chicago Board of Trade July 1989 - November 1994
Skills
Relationship Management, Asset Allocation, Separately Managed..., ETFs, Securities, Investment Strategies, Marketing Communications, Investment Management, Hedge Funds, Financial Services, Closed-end Funds, Portfolio Management, Bonds, Unit Investment Trusts, Business Development, Copywriting, Product Marketing, Morningstar, Morningstar Direct, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A., Finance
DePauw University
B.A., Economics
Nuveen Investments May 2013 - Present
SwanDog Strategic Marketing April 2012 - February 2013
Guggenheim Investments August 2010 - April 2012
N/A August 2005 - August 2010
Van Kampen Investments August 2000 - August 2005
Chicago Board of Trade July 1989 - November 1994
Skills
Relationship Management, Asset Allocation, Separately Managed..., ETFs, Securities, Investment Strategies, Marketing Communications, Investment Management, Hedge Funds, Financial Services, Closed-end Funds, Portfolio Management, Bonds, Unit Investment Trusts, Business Development, Copywriting, Product Marketing, Morningstar, Morningstar Direct, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A., Finance
DePauw University
B.A., Economics
Mike Scalzi's Guggenheim Investments Experience June 2008 - Present
Job Head of Investment Valuation
Industry Financial Services
Experience
guggenheim investments June 2008 - Present
Security Global Investors January 2005 - May 2008
Security Global Investors April 2002 - January 2005
Security Global Investors June 2000 - March 2002
JPMorgan Chase 1997 - 2000
INVESTORS BANK AND TRUST June 1996 - October 1997
Skills
Fund Accounting, Series 7, Investment Valuation, Investment Advisor..., Mutual Funds, Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Managment, Investments, Securities, Financial Services, ETFs
Education
Clemson University 1991 — 1995
Bachelors of Science, Finance
Eleanor Roosevelt H.S. 1987 — 1991
guggenheim investments June 2008 - Present
Security Global Investors January 2005 - May 2008
Security Global Investors April 2002 - January 2005
Security Global Investors June 2000 - March 2002
JPMorgan Chase 1997 - 2000
INVESTORS BANK AND TRUST June 1996 - October 1997
Skills
Fund Accounting, Series 7, Investment Valuation, Investment Advisor..., Mutual Funds, Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Managment, Investments, Securities, Financial Services, ETFs
Education
Clemson University 1991 — 1995
Bachelors of Science, Finance
Eleanor Roosevelt H.S. 1987 — 1991
Jon Lawson's Guggenheim Investments Experience June 2011 - Present
Job Director Product Marketing at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments June 2011 - Present
Invesco Ltd. June 2010 - June 2011
Morgan Stanley Investment Management March 2007 - June 2010
BlackRock July 2004 - March 2007
Morgan Stanley Investment Management June 1997 - June 2004
Paine Webber - Mitchell Hutchins September 1992 - May 1997
Education
Fordham University - Graduate School of Business Administration 2001 — 2005
M.B.A
University of Delaware 1988 — 1992
B.S.
NVOT 1984 — 1988
Guggenheim Investments June 2011 - Present
Invesco Ltd. June 2010 - June 2011
Morgan Stanley Investment Management March 2007 - June 2010
BlackRock July 2004 - March 2007
Morgan Stanley Investment Management June 1997 - June 2004
Paine Webber - Mitchell Hutchins September 1992 - May 1997
Education
Fordham University - Graduate School of Business Administration 2001 — 2005
M.B.A
University of Delaware 1988 — 1992
B.S.
NVOT 1984 — 1988
Joe Arruda's Guggenheim Investments Experience May 2008 - Present
Job Senior Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments May 2008 - Present
Rydex Investments January 2003 - May 2008
State Street May 1999 - January 2003
State Street August 1997 - May 1999
JPMorgan Chase 1995 - 1997
Education
Bridgewater State University 1984 — 1989
Bachelors, Accounting/Finance
Guggenheim Investments May 2008 - Present
Rydex Investments January 2003 - May 2008
State Street May 1999 - January 2003
State Street August 1997 - May 1999
JPMorgan Chase 1995 - 1997
Education
Bridgewater State University 1984 — 1989
Bachelors, Accounting/Finance
Kevin Granelli's Guggenheim Investments Experience May 2010 - June 2014
Job Executive Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management June 2014 - Present
Guggenheim Investments May 2010 - June 2014
Deutsche Asset Management June 1999 - April 2010
Deutsche Asset Management 1999 - April 2010
Education
Fordham Gabelli School of Business 1993 — 1996
MBA, Marketing
St. Peter's College 1987 — 1991
Bachelor of Science (BS), Marketing
St.Peter's Prep 1983 — 1987
UBS Global Asset Management June 2014 - Present
Guggenheim Investments May 2010 - June 2014
Deutsche Asset Management June 1999 - April 2010
Deutsche Asset Management 1999 - April 2010
Education
Fordham Gabelli School of Business 1993 — 1996
MBA, Marketing
St. Peter's College 1987 — 1991
Bachelor of Science (BS), Marketing
St.Peter's Prep 1983 — 1987
Beth Martin's Guggenheim Investments Experience September 2008 - October 2012
Job Senior Wholesale Account Executive at New Penn Financial, LLC
Industry Financial Services
Experience
New Penn Financial, LLC June 2015 - Present
Endeavor America Loan Services July 2014 - May 2015
Real Estate Mortgage Network October 2012 - June 2014
Guggenheim Investments September 2008 - October 2012
Senderra Funding April 2007 - September 2008
New Century Financial Corporation March 2001 - April 2007
Skills
Series 7, Series 66, Mutual Funds, ETFs, Alternative Investments, Mortgage Lending, Wholesale Lending, Sales, Sales Process, Automated Underwriting..., FHA financing, VA loans, Loans, Residential Mortgages, USDA, Conventional, 203K, Selling
Education
Eastern Illinois University 1993 — 1997
Bachelor of Arts (B.A.), Communication, General
New Penn Financial, LLC June 2015 - Present
Endeavor America Loan Services July 2014 - May 2015
Real Estate Mortgage Network October 2012 - June 2014
Guggenheim Investments September 2008 - October 2012
Senderra Funding April 2007 - September 2008
New Century Financial Corporation March 2001 - April 2007
Skills
Series 7, Series 66, Mutual Funds, ETFs, Alternative Investments, Mortgage Lending, Wholesale Lending, Sales, Sales Process, Automated Underwriting..., FHA financing, VA loans, Loans, Residential Mortgages, USDA, Conventional, 203K, Selling
Education
Eastern Illinois University 1993 — 1997
Bachelor of Arts (B.A.), Communication, General
Sarah Dickinson's Guggenheim Investments Experience October 2013 - January 2015
Job Accountant with JLL
Industry Financial Services
Experience
JLL February 2015 - Present
Guggenheim Investments October 2013 - January 2015
Northeast Financial Group, Inc. March 2012 - June 2013
Northeast Financial Group, Inc. March 2012 - June 2013
JP Morgan Chase July 2010 - December 2011
JPMorgan July 2009 - July 2010
Northeast Financial Group June 2005 - August 2008
Skills
Fixed Income, Valuation, Financial Modeling, Bloomberg Terminal, Marketing, Analysis, Portfolio Management, Commercial Real Estate, Microsoft Office, Commercial Banking, Commercial Mortgages, Finance, Fixed Income Trading, Real Estate Valuations, Commercial Term Lending, Accounting, Fund Accounting, Financial Analysis, Management, Social Media, Public Speaking, Microsoft Excel, PowerPoint, Leadership
Education
Susquehanna University 2005 — 2009
Bachelor of Science, Finance, Economics
JLL February 2015 - Present
Guggenheim Investments October 2013 - January 2015
Northeast Financial Group, Inc. March 2012 - June 2013
Northeast Financial Group, Inc. March 2012 - June 2013
JP Morgan Chase July 2010 - December 2011
JPMorgan July 2009 - July 2010
Northeast Financial Group June 2005 - August 2008
Skills
Fixed Income, Valuation, Financial Modeling, Bloomberg Terminal, Marketing, Analysis, Portfolio Management, Commercial Real Estate, Microsoft Office, Commercial Banking, Commercial Mortgages, Finance, Fixed Income Trading, Real Estate Valuations, Commercial Term Lending, Accounting, Fund Accounting, Financial Analysis, Management, Social Media, Public Speaking, Microsoft Excel, PowerPoint, Leadership
Education
Susquehanna University 2005 — 2009
Bachelor of Science, Finance, Economics
Carlos Villarreal's Guggenheim Investments Experience August 2013 - Present
Job Regional Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments August 2013 - Present
Guggenheim Investments January 2012 - July 2013
Guggenheim Funds Distributors, Inc April 2011 - December 2011
Peace Corps May 2009 - May 2010
Claymore Securities February 2006 - May 2009
Wells Fargo Financial August 2005 - February 2006
Skills
Investments, ETFs, Mutual Funds, Closed-end Funds, UITs, Series 66, Series 7, Financial Analysis, Portfolio Management, Large Group Facilitation, Uniform Combined State..., Fixed Income, Asset Allocation, Alternative Investments
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Finance, Economics, Entrepreneurship
Augustana College 2001 — 2005
Bachelor of Arts (B.A.), Business Administration, Finance & Management
Guggenheim Investments August 2013 - Present
Guggenheim Investments January 2012 - July 2013
Guggenheim Funds Distributors, Inc April 2011 - December 2011
Peace Corps May 2009 - May 2010
Claymore Securities February 2006 - May 2009
Wells Fargo Financial August 2005 - February 2006
Skills
Investments, ETFs, Mutual Funds, Closed-end Funds, UITs, Series 66, Series 7, Financial Analysis, Portfolio Management, Large Group Facilitation, Uniform Combined State..., Fixed Income, Asset Allocation, Alternative Investments
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Finance, Economics, Entrepreneurship
Augustana College 2001 — 2005
Bachelor of Arts (B.A.), Business Administration, Finance & Management
Andrew Eskelsen's Guggenheim Investments Experience November 2010 - March 2012
Job Associate Analyst at Compass Point Research & Trading
Industry Financial Services
Experience
Compass Point Research and Trading LLC August 2014 - Present
West Financial Services April 2012 - July 2014
Guggenheim Investments November 2010 - March 2012
Ryan & Wetmore, PC June 2008 - September 2008
Skills
Financial Analysis, Accounting, Research, Financial Reporting, Customer Service, Securities, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Services, Asset Management, Equities, Leadership, Portfolio Management, Management, PowerPoint, Investments, Finance, Fixed Income, Mutual Funds, Marketing
Education
College of Charleston 2006 — 2010
BA, Business Administration
College of Charleston
Compass Point Research and Trading LLC August 2014 - Present
West Financial Services April 2012 - July 2014
Guggenheim Investments November 2010 - March 2012
Ryan & Wetmore, PC June 2008 - September 2008
Skills
Financial Analysis, Accounting, Research, Financial Reporting, Customer Service, Securities, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Services, Asset Management, Equities, Leadership, Portfolio Management, Management, PowerPoint, Investments, Finance, Fixed Income, Mutual Funds, Marketing
Education
College of Charleston 2006 — 2010
BA, Business Administration
College of Charleston
Shannon Pearce's Guggenheim Investments Experience 2008 - 2015
Job Reiki Practitioner at Reiki Center of Greater Washington
Industry Health, Wellness and Fitness
Experience
Reiki Center of Greater Washington 2015 - Present
Guggenheim Investments 2008 - 2015
Coldwell Banker 2001 - 2008
Cushman & Wakefield 2006 - 2006
Calvert Group 1995 - 2001
Skills
Energy Healing, Intuitive Healer, Reiki, Tarot
Education
Eastman School of Music 1992 — 1994
Piano Performance
Reiki Center of Greater Washington 2015 - Present
Guggenheim Investments 2008 - 2015
Coldwell Banker 2001 - 2008
Cushman & Wakefield 2006 - 2006
Calvert Group 1995 - 2001
Skills
Energy Healing, Intuitive Healer, Reiki, Tarot
Education
Eastman School of Music 1992 — 1994
Piano Performance
David Milstein's Guggenheim Investments Experience July 2014 - Present
Job Managing Director, Head of Legal Technology at Guggenheim Investments
Industry Information Technology and Services
Experience
Guggenheim Investments July 2014 - Present
Administrative Office of the US Courts April 2001 - July 2014
IMAKE Consulting, Inc. 1996 - 2001
Skills
Attorney, Software Development, Certified Project..., Management, Strategy, Troubleshooting
Education
George Mason University School of Law 1993 — 1996
JD, Law
William & Mary 1988 — 1992
BA, English
Guggenheim Investments July 2014 - Present
Administrative Office of the US Courts April 2001 - July 2014
IMAKE Consulting, Inc. 1996 - 2001
Skills
Attorney, Software Development, Certified Project..., Management, Strategy, Troubleshooting
Education
George Mason University School of Law 1993 — 1996
JD, Law
William & Mary 1988 — 1992
BA, English
Chris Phalen's Guggenheim Investments Experience August 2011 - Present
Job Senior Investment Analyst at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments August 2011 - Present
Security Benefit Corporation August 2009 - August 2011
Security Global Investors - Asset Management subsidiary of Security Benefit Corporation September 2007 - August 2009
Security Global Investors March 2002 - August 2007
Security Global Investors August 1999 - March 2000
Security Global Investors August 1997 - August 1999
Sprint PCS March 1997 - August 1997
Security Benefit Corporation July 1995 - March 1997
Security Benefit Corporation May 1994 - July 1995
Skills
Asset Management, Investments, Alternative Investments, Investment Strategies, Portfolio Management, Mutual Funds, Equities, Fixed Income, Finance, Risk Management, Financial Modeling, Hedge Funds, Financial Analysis, Insurance, Strategic Planning, Capital Markets
Education
University of Kansas 1989 — 1993
Bachelor's Degree, Business Administration and Accounting
Guggenheim Investments August 2011 - Present
Security Benefit Corporation August 2009 - August 2011
Security Global Investors - Asset Management subsidiary of Security Benefit Corporation September 2007 - August 2009
Security Global Investors March 2002 - August 2007
Security Global Investors August 1999 - March 2000
Security Global Investors August 1997 - August 1999
Sprint PCS March 1997 - August 1997
Security Benefit Corporation July 1995 - March 1997
Security Benefit Corporation May 1994 - July 1995
Skills
Asset Management, Investments, Alternative Investments, Investment Strategies, Portfolio Management, Mutual Funds, Equities, Fixed Income, Finance, Risk Management, Financial Modeling, Hedge Funds, Financial Analysis, Insurance, Strategic Planning, Capital Markets
Education
University of Kansas 1989 — 1993
Bachelor's Degree, Business Administration and Accounting
Jason Bloom's Guggenheim Investments Experience November 2009 - March 2012
Job River Oak Investments LLC, Senior Managing Partner
Industry Financial Services
Experience
Invesco PowerShares July 2015 - Present
River Oak Investments LLC March 2012 - Present
Guggenheim Investments November 2009 - March 2012
North Peak Trading December 2006 - January 2010
Marquette Partners January 2002 - December 2005
Skills
ETFs, Fixed Income, MLPs, Energy Markets, Equities, Alternative Investments, Investment Strategies, Asset Allocation, Derivatives, Investments, MLP, Hedge Funds, Equity Derivatives, Valuation, Financial Markets, Trading Systems, Securities, Capital Markets, Portfolio Management, Financial Services, Electronic Trading, Hedging, Bonds, Bloomberg, Separately Managed..., FX Options, Strategic Financial..., Trading Strategies, Investment Management, Investment Advisory, Structured Products, Series 24, Wealth Management, Asset Management, Financial Modeling, Institutional..., Volatility
Education
University of Iowa College of Law 1997 — 1999
J.D.
Gustavus Adolphus College 1991 — 1994
B.A., Economics and Finance
Yale University 1990 — 1991
Invesco PowerShares July 2015 - Present
River Oak Investments LLC March 2012 - Present
Guggenheim Investments November 2009 - March 2012
North Peak Trading December 2006 - January 2010
Marquette Partners January 2002 - December 2005
Skills
ETFs, Fixed Income, MLPs, Energy Markets, Equities, Alternative Investments, Investment Strategies, Asset Allocation, Derivatives, Investments, MLP, Hedge Funds, Equity Derivatives, Valuation, Financial Markets, Trading Systems, Securities, Capital Markets, Portfolio Management, Financial Services, Electronic Trading, Hedging, Bonds, Bloomberg, Separately Managed..., FX Options, Strategic Financial..., Trading Strategies, Investment Management, Investment Advisory, Structured Products, Series 24, Wealth Management, Asset Management, Financial Modeling, Institutional..., Volatility
Education
University of Iowa College of Law 1997 — 1999
J.D.
Gustavus Adolphus College 1991 — 1994
B.A., Economics and Finance
Yale University 1990 — 1991
E.G. Woods, CFA's Guggenheim Investments Experience February 2008 - April 2013
Job Equity Analyst at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments October 2013 - Present
Guggenheim Investments February 2008 - April 2013
Aberdeen Asset Management (formerly Gartmore Global Invesments) July 2005 - January 2008
1838 Investment Advisors July 1999 - June 2005
Skills
Equities, Portfolio Management, Investments, Valuation, Alternative Investments, Analysis, Asset Management, Hedge Funds, Equity Research, Investment Strategies, Asset Managment, Asset Allocation, Bloomberg, Fixed Income, Equity Valuation, Investment Management, Business Strategy, Financial Modeling, Financial Analysis, Investment Advisory
Education
The Tuck School of Business at Dartmouth 1997 — 1999
MBA
Trinity College-Hartford 1985 — 1989
B.A., Economics
Deerfield Academy 1983 — 1985
Sentinel Investments October 2013 - Present
Guggenheim Investments February 2008 - April 2013
Aberdeen Asset Management (formerly Gartmore Global Invesments) July 2005 - January 2008
1838 Investment Advisors July 1999 - June 2005
Skills
Equities, Portfolio Management, Investments, Valuation, Alternative Investments, Analysis, Asset Management, Hedge Funds, Equity Research, Investment Strategies, Asset Managment, Asset Allocation, Bloomberg, Fixed Income, Equity Valuation, Investment Management, Business Strategy, Financial Modeling, Financial Analysis, Investment Advisory
Education
The Tuck School of Business at Dartmouth 1997 — 1999
MBA
Trinity College-Hartford 1985 — 1989
B.A., Economics
Deerfield Academy 1983 — 1985
Jeffrey Hickey's Guggenheim Investments Experience January 2012 - November 2012
Job RVP Sales at ProShares Northeast
Industry Financial Services
Experience
ProShares October 2013 - Present
Guggenheim Investments January 2012 - November 2012
Rydex l SGI 2009 - 2012
Aberdeen Asset Management May 2005 - 2009
Education
Dartmouth College 1976 — 1979
BA, Economics
ProShares October 2013 - Present
Guggenheim Investments January 2012 - November 2012
Rydex l SGI 2009 - 2012
Aberdeen Asset Management May 2005 - 2009
Education
Dartmouth College 1976 — 1979
BA, Economics
Beth Nori's Guggenheim Investments Experience October 2012 - Present
Job Operations Specialist
Industry Financial Services
Experience
Guggenheim Investments October 2012 - Present
Educate Online September 2010 - July 2012
Taipan Publishing Group June 2009 - August 2009
Education
Salisbury University - Perdue School of Business 2006 — 2010
Bachelor of Science (B.S.), Marketing, Management
Guggenheim Investments October 2012 - Present
Educate Online September 2010 - July 2012
Taipan Publishing Group June 2009 - August 2009
Education
Salisbury University - Perdue School of Business 2006 — 2010
Bachelor of Science (B.S.), Marketing, Management
Ryan Shedd's Guggenheim Investments Experience April 2013 - Present
Job Regional Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments April 2013 - Present
Guggenheim Investments January 2012 - March 2013
Rydex Investments February 2011 - January 2012
Morgan Stanley Smith Barney 2006 - January 2011
Skills
Asset Allocation, Separately Managed..., Mutual Funds, Alternative Investments, ETFs
Education
Hope College 2001 — 2005
Bachelor of Arts, Business Management, French
Guggenheim Investments April 2013 - Present
Guggenheim Investments January 2012 - March 2013
Rydex Investments February 2011 - January 2012
Morgan Stanley Smith Barney 2006 - January 2011
Skills
Asset Allocation, Separately Managed..., Mutual Funds, Alternative Investments, ETFs
Education
Hope College 2001 — 2005
Bachelor of Arts, Business Management, French
Colleen Ignacio's Guggenheim Investments Experience June 2011 - May 2014
Job External Investment Consultant, Vice President at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors May 2014 - Present
Guggenheim Investments June 2011 - May 2014
JP Morgan March 2010 - June 2011
DWS/Deutsche Bank 2006 - 2009
DWS Scudder 2003 - 2006
Skills
Mutual Funds, Investments, Investment Management, Financial Services, Series 63, Asset Allocation
Education
Illinois Institute of Technology
BS, Chemical Engineering
The University of Texas at Austin
Computer Science - Programming
Allianz Global Investors May 2014 - Present
Guggenheim Investments June 2011 - May 2014
JP Morgan March 2010 - June 2011
DWS/Deutsche Bank 2006 - 2009
DWS Scudder 2003 - 2006
Skills
Mutual Funds, Investments, Investment Management, Financial Services, Series 63, Asset Allocation
Education
Illinois Institute of Technology
BS, Chemical Engineering
The University of Texas at Austin
Computer Science - Programming
Kelsey Walker's Guggenheim Investments Experience June 2013 - Present
Job Associate at Guggenheim Investments
Industry Market Research
Experience
Guggenheim Investments June 2013 - Present
Guggenheim Partners September 2012 - Present
Pleatco, LLC August 2011 - September 2012
Source One LLC January 2011 - June 2011
Nomura Securities June 2010 - August 2010
Education
Fordham University 2007 — 2011
BS, Finance
Guggenheim Investments June 2013 - Present
Guggenheim Partners September 2012 - Present
Pleatco, LLC August 2011 - September 2012
Source One LLC January 2011 - June 2011
Nomura Securities June 2010 - August 2010
Education
Fordham University 2007 — 2011
BS, Finance
Chris Cosantino's Guggenheim Investments Experience October 2010 - Present
Job Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments October 2010 - Present
RydexSGI April 2008 - September 2010
Vanguard June 2005 - January 2007
Skills
Mutual Funds, Alternative Investments
Education
Loyola University Chicago 2007 — 2008
MBA, Finance
Purdue University 2001 — 2005
Sales Management
Guggenheim Investments October 2010 - Present
RydexSGI April 2008 - September 2010
Vanguard June 2005 - January 2007
Skills
Mutual Funds, Alternative Investments
Education
Loyola University Chicago 2007 — 2008
MBA, Finance
Purdue University 2001 — 2005
Sales Management
Spencer Crane's Guggenheim Investments Experience May 2015 - Present
Job Assistant Portfolio Manager at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments May 2015 - Present
Skills
Analysis
Education
Indiana University of Pennsylvania 2004 — 2008
BS
Guggenheim Investments May 2015 - Present
Skills
Analysis
Education
Indiana University of Pennsylvania 2004 — 2008
BS
Lori Holthaus's Guggenheim Investments Experience November 2012 - Present
Job Accounting Analyst at Guggenheim Investments
Industry Accounting
Experience
Guggenheim Investments November 2012 - Present
Protection One November 2010 - March 2012
ONEOK 2000 - 2010
Custenborder & Sons Florist 1997 - August 2000
Skills
Purchasing, Forecasting, Customer Service, Accounts Receivable, accounts payable, inventory accounting, Excel, Scheduling, Supervisory Experience, Process Scheduler, Accounts Payable
Education
Friends University 2006 — 2008
BA, Business Management
Allen County Community College 1990 — 1997
Associate of Science (A.S.), Accounting
Guggenheim Investments November 2012 - Present
Protection One November 2010 - March 2012
ONEOK 2000 - 2010
Custenborder & Sons Florist 1997 - August 2000
Skills
Purchasing, Forecasting, Customer Service, Accounts Receivable, accounts payable, inventory accounting, Excel, Scheduling, Supervisory Experience, Process Scheduler, Accounts Payable
Education
Friends University 2006 — 2008
BA, Business Management
Allen County Community College 1990 — 1997
Associate of Science (A.S.), Accounting
Rebecca Reich's Guggenheim Investments Experience November 2013 - February 2014
Job Marketing Operations at Guggenheim Partners
Industry Museums and Institutions
Experience
Guggenheim Partners February 2014 - Present
Guggenheim Investments November 2013 - February 2014
500 BC, Inc. August 2012 - February 2014
Guggenheim Museum January 2012 - April 2012
Radiology Reporting Online February 2010 - December 2011
Fairfax Museum February 2010 - May 2010
Skills
Adobe Creative Suite, Microsoft Office, HTML, InDesign, Photoshop, CRM, Illustrator, Cpr Certified, Blogging, Customer Service, Nonprofits, Research, Outstanding Customer..., First Aid, Raiser's Edge, The Museum System, Emergency Preparedness..., Art for those with..., HootSuite, Rebel Mouse, Tint, Secure FTP, Copy Editing
Education
UCL 2010 — 2011
Master of Arts (M.A.), History
Marymount University 2008 — 2010
Bachelor of Arts (B.A.), History
University of Limerick 2009 — 2009
Irish History
Guggenheim Partners February 2014 - Present
Guggenheim Investments November 2013 - February 2014
500 BC, Inc. August 2012 - February 2014
Guggenheim Museum January 2012 - April 2012
Radiology Reporting Online February 2010 - December 2011
Fairfax Museum February 2010 - May 2010
Skills
Adobe Creative Suite, Microsoft Office, HTML, InDesign, Photoshop, CRM, Illustrator, Cpr Certified, Blogging, Customer Service, Nonprofits, Research, Outstanding Customer..., First Aid, Raiser's Edge, The Museum System, Emergency Preparedness..., Art for those with..., HootSuite, Rebel Mouse, Tint, Secure FTP, Copy Editing
Education
UCL 2010 — 2011
Master of Arts (M.A.), History
Marymount University 2008 — 2010
Bachelor of Arts (B.A.), History
University of Limerick 2009 — 2009
Irish History
Mark Radville's Guggenheim Investments Experience 2007 - Present
Job Managing Director at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments 2007 - Present
Merrill Lynch Investment Managers 2000 - 2005
Conseco 1998 - 2000
Bear Stearns 1996 - 1998
Oppenheimer & Co. 1994 - 1996
SEI Investments 1989 - 1994
Education
Loyola University Chicago 1985 — 1989
BBA, Business Finance
Brother Rice
Guggenheim Investments 2007 - Present
Merrill Lynch Investment Managers 2000 - 2005
Conseco 1998 - 2000
Bear Stearns 1996 - 1998
Oppenheimer & Co. 1994 - 1996
SEI Investments 1989 - 1994
Education
Loyola University Chicago 1985 — 1989
BBA, Business Finance
Brother Rice
Donal Mastrangelo's Guggenheim Investments Experience September 2011 - Present
Job Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments September 2011 - Present
Guggenheim Investments September 2011 - March 2012
NorthRoad Capital Management 2002 - October 2011
Lazard Freres & Co. LLC July 1995 - July 2002
Xerox Corporation September 1988 - July 1995
E F Hutton September 1986 - August 1988
Covenant House 1982 - 1983
Skills
CIMA, Asset Management, Equities, Investments, Portfolio Management, Trading
Education
Hamilton College 1984 — 1984
BA, English
Delbarton School 1975 — 1980
Guggenheim Investments September 2011 - Present
Guggenheim Investments September 2011 - March 2012
NorthRoad Capital Management 2002 - October 2011
Lazard Freres & Co. LLC July 1995 - July 2002
Xerox Corporation September 1988 - July 1995
E F Hutton September 1986 - August 1988
Covenant House 1982 - 1983
Skills
CIMA, Asset Management, Equities, Investments, Portfolio Management, Trading
Education
Hamilton College 1984 — 1984
BA, English
Delbarton School 1975 — 1980
Daniel Akasa's Guggenheim Investments Experience January 2012 - March 2013
Job Market Index Analyst at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX March 2013 - Present
Guggenheim Investments January 2012 - March 2013
Morgan Stanley July 2006 - July 2011
Skills
Accounting, Finance,..., Business Analysis, Risk Management, SQL, Project Management, Microsoft Office, Analysis, Program Management, Technical Recruiting, Vendor Management, Team Leadership, Customer Service, Strategic Planning, Management, Marketing Strategy, Negotiation, PowerPoint, Corporate Governance, Research, Team Building, Financial Analysis, Fund Accounting, Data Analysis, Corporate Actions, Process Improvement, Business Strategy
Education
Strayer University (VA) 2005 — 2007
Masters in Accounting, Accounting
Morgan State University 1998 — 2003
Bachelor of Science in Business Administration, Business Administration
NASDAQ OMX March 2013 - Present
Guggenheim Investments January 2012 - March 2013
Morgan Stanley July 2006 - July 2011
Skills
Accounting, Finance,..., Business Analysis, Risk Management, SQL, Project Management, Microsoft Office, Analysis, Program Management, Technical Recruiting, Vendor Management, Team Leadership, Customer Service, Strategic Planning, Management, Marketing Strategy, Negotiation, PowerPoint, Corporate Governance, Research, Team Building, Financial Analysis, Fund Accounting, Data Analysis, Corporate Actions, Process Improvement, Business Strategy
Education
Strayer University (VA) 2005 — 2007
Masters in Accounting, Accounting
Morgan State University 1998 — 2003
Bachelor of Science in Business Administration, Business Administration
Rochelle Manalo Brown's Guggenheim Investments Experience May 2013 - Present
Job Financial Reporting
Industry Investment Management
Experience
Guggenheim Investments May 2013 - Present
Jackson National Asset Management, LLC December 2011 - May 2013
Invesco Ltd. March 2006 - June 2012
Hollywood Casino October 2004 - March 2006
Certified Security Systems, Inc. October 2002 - October 2004
Skills
Financial Reporting, Financial Analysis, SEC filings, Accounting, Financial Accounting, Mutual Funds, Account Reconciliation, Analysis, Investments, Asset Management, Bloomberg, Fund Administration, General Ledger, Internal Audit, Internal Controls, Financial Statements
Education
Northern Illinois University 2009 — 2010
Master in Business Administration
University of Illinois at Chicago 2000 — 2004
Bachelor of Science, Accounting
Guggenheim Investments May 2013 - Present
Jackson National Asset Management, LLC December 2011 - May 2013
Invesco Ltd. March 2006 - June 2012
Hollywood Casino October 2004 - March 2006
Certified Security Systems, Inc. October 2002 - October 2004
Skills
Financial Reporting, Financial Analysis, SEC filings, Accounting, Financial Accounting, Mutual Funds, Account Reconciliation, Analysis, Investments, Asset Management, Bloomberg, Fund Administration, General Ledger, Internal Audit, Internal Controls, Financial Statements
Education
Northern Illinois University 2009 — 2010
Master in Business Administration
University of Illinois at Chicago 2000 — 2004
Bachelor of Science, Accounting
Davenport Kristi's Guggenheim Investments Experience June 2010 - Present
Job Administrative Manager at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments June 2010 - Present
Security Global Investors February 2003 - June 2010
Security Benefit February 2001 - February 2003
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Editing, Accounting
Education
Emporia State University 1993 — 1997
Bachelor of Science (BS), Accounting and Finance
Guggenheim Investments June 2010 - Present
Security Global Investors February 2003 - June 2010
Security Benefit February 2001 - February 2003
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Editing, Accounting
Education
Emporia State University 1993 — 1997
Bachelor of Science (BS), Accounting and Finance
Alison Santay's Guggenheim Investments Experience January 2001 - Present
Job Risk & Control Manager at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments January 2001 - Present
Rydex Investments 2001 - Present
Legg Mason 1997 - 2001
Education
The Johns Hopkins University - Carey Business School 1999 — 2001
MS in Business
Guggenheim Investments January 2001 - Present
Rydex Investments 2001 - Present
Legg Mason 1997 - 2001
Education
The Johns Hopkins University - Carey Business School 1999 — 2001
MS in Business
Jenifer Westrom's Guggenheim Investments Experience February 2015 - April 2015
Job Fund Administration Supervisor
Industry Financial Services
Experience
Guggenheim Investments February 2015 - April 2015
Guggenheim Investments May 2013 - August 2014
Guggenheim Investments May 2007 - May 2013
Claymore Securities May 2006 - May 2007
Claymore Securities December 2005 - May 2006
Skills
Mutual Funds, Investments, ETFs, Alternative Investments, Fund Administration
Education
Northern Illinois University 2003 — 2005
Bachelor of Arts (B.A.), Economics
Guggenheim Investments February 2015 - April 2015
Guggenheim Investments May 2013 - August 2014
Guggenheim Investments May 2007 - May 2013
Claymore Securities May 2006 - May 2007
Claymore Securities December 2005 - May 2006
Skills
Mutual Funds, Investments, ETFs, Alternative Investments, Fund Administration
Education
Northern Illinois University 2003 — 2005
Bachelor of Arts (B.A.), Economics
Carl Resnick's Guggenheim Investments Experience November 2012 - Present
Job Head of Rydex Funds Distribution at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments November 2012 - Present
Guggenheim Invesments June 2012 - November 2012
Guggenheim Investments December 2008 - June 2012
Guggenheim Investments December 2007 - December 2008
Guggenheim Investments December 2000 - December 2007
Guggenheim Investments September 1998 - December 2000
Fidelity Investments January 1993 - August 1998
Skills
Asset Managment, Hedge Funds, Investments, ETFs, Strategic Financial..., Trading, Financial Services, Finance, Management, CRM, Sales, Equities, Mutual Funds, Fixed Income, Derivatives
Education
Austin College 1984 — 1998
Bachelor of Business Administration (BBA)
University of Dallas, Irving, TX 1990 — 1992
Master of Business Administration (MBA), Finance, General
Guggenheim Investments November 2012 - Present
Guggenheim Invesments June 2012 - November 2012
Guggenheim Investments December 2008 - June 2012
Guggenheim Investments December 2007 - December 2008
Guggenheim Investments December 2000 - December 2007
Guggenheim Investments September 1998 - December 2000
Fidelity Investments January 1993 - August 1998
Skills
Asset Managment, Hedge Funds, Investments, ETFs, Strategic Financial..., Trading, Financial Services, Finance, Management, CRM, Sales, Equities, Mutual Funds, Fixed Income, Derivatives
Education
Austin College 1984 — 1998
Bachelor of Business Administration (BBA)
University of Dallas, Irving, TX 1990 — 1992
Master of Business Administration (MBA), Finance, General
Karen Hatcher's Guggenheim Investments Experience April 2015 - Present
Job Project Manager at Guggenheim Investments
Industry Logistics and Supply Chain
Experience
Guggenheim Investments April 2015 - Present
Gannett August 2013 - Present
Baystate Computing May 2013 - August 2013
Financial Industry Regulatory Authority (FINRA) January 2013 - April 2013
Marriott International January 2003 - December 2012
ExecuStay by Marriott January 2002 - January 2003
BoozAllenHamilton January 2001 - January 2002
The Continuum Company January 1999 - January 2000
Lloyd's Bank January 1998 - January 1999
Marks & Spencer, plc January 1990 - January 1998
Skills
Software Documentation, Quality Assurance, User Acceptance Testing, Requirements Gathering, Testing, Business Process, Test Planning, System Testing, Program Management, Access, Project Management, Project Planning, Business Analysis, Requirements Analysis, SDLC, Agile Methodologies, Management, SharePoint
Education
Simmons College 1978 — 1982
Bachelor of Arts, Economics/Journalism
Guggenheim Investments April 2015 - Present
Gannett August 2013 - Present
Baystate Computing May 2013 - August 2013
Financial Industry Regulatory Authority (FINRA) January 2013 - April 2013
Marriott International January 2003 - December 2012
ExecuStay by Marriott January 2002 - January 2003
BoozAllenHamilton January 2001 - January 2002
The Continuum Company January 1999 - January 2000
Lloyd's Bank January 1998 - January 1999
Marks & Spencer, plc January 1990 - January 1998
Skills
Software Documentation, Quality Assurance, User Acceptance Testing, Requirements Gathering, Testing, Business Process, Test Planning, System Testing, Program Management, Access, Project Management, Project Planning, Business Analysis, Requirements Analysis, SDLC, Agile Methodologies, Management, SharePoint
Education
Simmons College 1978 — 1982
Bachelor of Arts, Economics/Journalism
Jeffrey Hoesly's Guggenheim Investments Experience July 2013 - Present
Job Senior Fund Administrator at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments July 2013 - Present
Commonwealth Financial Network April 2012 - April 2013
Commonwealth Financial Network April 2007 - April 2012
Skills
Financial Reporting, Quarterly Reporting, User Acceptance Testing, Quality Assurance, Customer Service, Employee Training, Client Training, Series 7, Series 66, Advent Axys, Microsoft SQL Server, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, OnTime 2010, FBSI, Data Processing, Financial Analysis, Volunteering, Securities, Bloomberg, Investments, Mutual Funds, Equities, Axys
Education
State University of New York at Albany 2002 — 2006
Guggenheim Investments July 2013 - Present
Commonwealth Financial Network April 2012 - April 2013
Commonwealth Financial Network April 2007 - April 2012
Skills
Financial Reporting, Quarterly Reporting, User Acceptance Testing, Quality Assurance, Customer Service, Employee Training, Client Training, Series 7, Series 66, Advent Axys, Microsoft SQL Server, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, OnTime 2010, FBSI, Data Processing, Financial Analysis, Volunteering, Securities, Bloomberg, Investments, Mutual Funds, Equities, Axys
Education
State University of New York at Albany 2002 — 2006
Jeff Sweeney's Guggenheim Investments Experience November 2013 - Present
Job Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments November 2013 - Present
BlackRock September 2006 - October 2013
Merrill Lynch Investment Managers March 2005 - September 2006
American General Finance November 2002 - March 2005
Skills
Series 7, Series 66, Client Service, Relationship Management, Team Leadership, Financial Services, Uniform Combined State..., Fixed Income, Equities, Financial Analysis
Education
University of Delaware 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Guggenheim Investments November 2013 - Present
BlackRock September 2006 - October 2013
Merrill Lynch Investment Managers March 2005 - September 2006
American General Finance November 2002 - March 2005
Skills
Series 7, Series 66, Client Service, Relationship Management, Team Leadership, Financial Services, Uniform Combined State..., Fixed Income, Equities, Financial Analysis
Education
University of Delaware 1998 — 2002
Bachelor of Science (B.S.), Finance, General
James Rensman's Guggenheim Investments Experience March 2011 - April 2015
Job Regional Vice President at Guggenheim Investments
Industry Financial Services
Experience
Prudential Investments April 2015 - Present
Guggenheim Investments March 2011 - April 2015
Delaware Investments, a member of the Macquarie Group March 2007 - March 2011
Education
St. Joseph's University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Prudential Investments April 2015 - Present
Guggenheim Investments March 2011 - April 2015
Delaware Investments, a member of the Macquarie Group March 2007 - March 2011
Education
St. Joseph's University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Julie Jacques's Guggenheim Investments Experience February 2012 - Present
Job Senior Financial Analyst at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments February 2012 - Present
Mize Houser & Company P.A. November 2011 - January 2012
Security Benefit August 2006 - October 2011
Skills
Financial Reporting, Cash Flow Forecasting, Budget Forecasts, Regulatory Filings, Separate Accounts, CPA, FINRA, Financial Audits, FINOP, Series 27, Accounting
Education
Kansas State University
Master's degree, Accounting
Guggenheim Investments February 2012 - Present
Mize Houser & Company P.A. November 2011 - January 2012
Security Benefit August 2006 - October 2011
Skills
Financial Reporting, Cash Flow Forecasting, Budget Forecasts, Regulatory Filings, Separate Accounts, CPA, FINRA, Financial Audits, FINOP, Series 27, Accounting
Education
Kansas State University
Master's degree, Accounting
Jon Aagaard's Guggenheim Investments Experience July 2010 - October 2012
Job Director National Accounts at Elkhorn Investments
Industry Financial Services
Experience
Guggenheim Investments July 2010 - October 2012
Guggenheim Investments July 2004 - July 2010
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2010 — 2012
Juris Doctor
Augustana College 2000 — 2004
Bachelor of Arts (BA)
Guggenheim Investments July 2010 - October 2012
Guggenheim Investments July 2004 - July 2010
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2010 — 2012
Juris Doctor
Augustana College 2000 — 2004
Bachelor of Arts (BA)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.