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
Jake Rigert, CFA Jake Rigert, CFA's Guggenheim Investments Experience November 2013 - August 2015
Job Vice President Structured Products at First Trust Portfolios
Industry Financial Services
Experience
First Trust September 2015 - Present
Guggenheim Investments November 2013 - August 2015
Guggenheim Investments November 2009 - November 2013
Trading RM LLC May 2009 - November 2009
Raymond James Financial Inc. May 2008 - August 2008
Claymore Securities May 2007 - August 2007
Skills
Series 66, Series 7, ETFs, Mutual Funds, Chartered Financial..., Options, Closed-end Funds, Unit Investment Trusts, Risk Management, Strategic Partnerships, Portfolio Management, Wealth Management, Bonds, Equity Research, Finance, Proprietary Trading, Asset Allocation, Sales, Financial Advisory, Uniform Combined State..., Retirement Planning, Strategic Financial..., Asset Management, Investment Management
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Finance
CFA Institute (2013)
First Trust September 2015 - Present
Guggenheim Investments November 2013 - August 2015
Guggenheim Investments November 2009 - November 2013
Trading RM LLC May 2009 - November 2009
Raymond James Financial Inc. May 2008 - August 2008
Claymore Securities May 2007 - August 2007
Skills
Series 66, Series 7, ETFs, Mutual Funds, Chartered Financial..., Options, Closed-end Funds, Unit Investment Trusts, Risk Management, Strategic Partnerships, Portfolio Management, Wealth Management, Bonds, Equity Research, Finance, Proprietary Trading, Asset Allocation, Sales, Financial Advisory, Uniform Combined State..., Retirement Planning, Strategic Financial..., Asset Management, Investment Management
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Finance
CFA Institute (2013)
Kevin M. Rafferty Kevin M. Rafferty's Guggenheim Investments Experience May 2014 - Present
Job Regional Sales Associate, Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments May 2014 - Present
SunGard Financial Systems August 2011 - April 2014
SunGard Financial Systems January 2011 - July 2011
Skills
Series 7, Series 63, Money Market, Institutional..., Financial Technology, Equities, Electronic Trading, Cash Management, Client Services, Trading Systems, Fixed Income, Mutual Funds, Securities
Education
University of Missouri-Columbia 2006 — 2010
Bachelor's degree, Psychology, Business
Guggenheim Investments May 2014 - Present
SunGard Financial Systems August 2011 - April 2014
SunGard Financial Systems January 2011 - July 2011
Skills
Series 7, Series 63, Money Market, Institutional..., Financial Technology, Equities, Electronic Trading, Cash Management, Client Services, Trading Systems, Fixed Income, Mutual Funds, Securities
Education
University of Missouri-Columbia 2006 — 2010
Bachelor's degree, Psychology, Business
PATRYCJA HANKE PATRYCJA HANKE's Guggenheim Investments Experience September 2012 - Present
Job Staff Accountant at Motley Fool Asset Management
Industry Financial Services
Experience
Motley Fool Asset Management March 2015 - Present
Guggenheim Investments September 2012 - Present
Guggenheim Investments July 2010 - September 2012
Skills
Mutual Funds, Asset Allocation, Portfolio Management, Financial Statements, Accounting, Finance, Alternative Investments, Equities, Securities, Hedge Funds, Trading, Fixed Income, ETFs, Bloomberg
Education
University of Maryland University College
Bachelors of Science, Accounting and Business Administration
Motley Fool Asset Management March 2015 - Present
Guggenheim Investments September 2012 - Present
Guggenheim Investments July 2010 - September 2012
Skills
Mutual Funds, Asset Allocation, Portfolio Management, Financial Statements, Accounting, Finance, Alternative Investments, Equities, Securities, Hedge Funds, Trading, Fixed Income, ETFs, Bloomberg
Education
University of Maryland University College
Bachelors of Science, Accounting and Business Administration
Sarah Wojciechowski Sarah Wojciechowski's Guggenheim Investments Experience August 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Guggenheim Investments August 2014 - Present
Guggenheim Securities June 2013 - August 2013
Taplin, Canida & Habacht May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Modeling, Bloomberg, Valuation, Customer Service, Access, Financial Analysis, Social Media, Fixed Income, Finance, Risk Management
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch August 2015 - Present
Guggenheim Investments August 2014 - Present
Guggenheim Securities June 2013 - August 2013
Taplin, Canida & Habacht May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Modeling, Bloomberg, Valuation, Customer Service, Access, Financial Analysis, Social Media, Fixed Income, Finance, Risk Management
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Donna Liu Donna Liu's Guggenheim Investments Experience June 2014 - Present
Job Data Stewardship Analyst at Cobb Systems Group, LLC
Industry Higher Education
Experience
Guggenheim Investments June 2014 - Present
Samuel Riggs IV Alumni Center June 2013 - September 2013
National Parks Conservation Association May 2013 - August 2013
Center for American Politics and Citizenship January 2013 - August 2013
University of Maryland August 2012 - December 2012
Robert H. Smith School of Business April 2010 - May 2011
University of Maryland, college park- school of public health September 2010 - February 2011
Skills
Data Analysis, Event Planning, PowerPoint, Facebook, Editing, Blogging, Microsoft Office, Research, Social Media, Higher Education, Microsoft Excel, Dreamweaver, Copy Editing, Public Relations, Fundraising, Non-profits, Microsoft Word, Outreach Services, InDesign, Data Coding, excel, SAS programming, Empirical Research
Education
University of Maryland College Park 2010 — 2014
Bachelor's Degree, Economics and Communication
Guggenheim Investments June 2014 - Present
Samuel Riggs IV Alumni Center June 2013 - September 2013
National Parks Conservation Association May 2013 - August 2013
Center for American Politics and Citizenship January 2013 - August 2013
University of Maryland August 2012 - December 2012
Robert H. Smith School of Business April 2010 - May 2011
University of Maryland, college park- school of public health September 2010 - February 2011
Skills
Data Analysis, Event Planning, PowerPoint, Facebook, Editing, Blogging, Microsoft Office, Research, Social Media, Higher Education, Microsoft Excel, Dreamweaver, Copy Editing, Public Relations, Fundraising, Non-profits, Microsoft Word, Outreach Services, InDesign, Data Coding, excel, SAS programming, Empirical Research
Education
University of Maryland College Park 2010 — 2014
Bachelor's Degree, Economics and Communication
Tobi Solaja Tobi Solaja's Guggenheim Investments Experience January 2012 - April 2012
Job Accountant
Industry Financial Services
Experience
Shreve Bowersox PC April 2012 - Present
Guggenheim Investments January 2012 - April 2012
Seacrets May 2011 - August 2011
Skills
Wealth Management, Knowledge Management, Financial Analysis, QuickBooks, SAP, PeopleSoft, Public Relations, Personal Branding, Brand Management, Account Reconciliation, Event Planning, General Ledger, Accruals, Accounting, Leadership, Budgets, Microsoft Office, Management, Financial Reporting
Education
University of Maryland Eastern Shore 2008 — 2011
BSc, Business Administration - Finance
Shreve Bowersox PC April 2012 - Present
Guggenheim Investments January 2012 - April 2012
Seacrets May 2011 - August 2011
Skills
Wealth Management, Knowledge Management, Financial Analysis, QuickBooks, SAP, PeopleSoft, Public Relations, Personal Branding, Brand Management, Account Reconciliation, Event Planning, General Ledger, Accruals, Accounting, Leadership, Budgets, Microsoft Office, Management, Financial Reporting
Education
University of Maryland Eastern Shore 2008 — 2011
BSc, Business Administration - Finance
Craig Peterson Craig Peterson's Guggenheim Investments Experience May 2007 - Present
Job Guggenheim Investments Intermediary Distribution
Industry Investment Management
Experience
Guggenheim Investments May 2007 - Present
UMB Asset Management April 2004 - May 2007
American Century Investments September 1993 - July 2003
GE Capital August 1989 - August 1993
Citi November 1987 - July 1989
South Dakota State Lesgislature January 1987 - March 1987
Skills
Fixed Income, Hedge Funds, Asset Management, Mutual Funds, Investments, Proposal Writing, Marketing Communications, Alternative Investments, Equity, Research Analysis, Portfolio Management, Project Management, Intermediary, Wirehouses, Institutional Sales, New Business Development, Client Service, Investment Strategies, Investment Advisory, Endowments, Foundations, Separate Accounts, Wrap Programs, Separately Managed..., Public Pension Plans, Corporate, Asset Managment, Equities, RFP
Education
Rockhurst University - Helzberg School of Management 1999 — 2002
Master of Business Administration, Finance / International Business
University of Missouri-Kansas City 2000 — 2000
CFP Certificate, Certified Financial Planning Program
University of South Dakota - Beacom School of Business 1982 — 1987
Bachelor of Science, Business Administration
Guggenheim Investments May 2007 - Present
UMB Asset Management April 2004 - May 2007
American Century Investments September 1993 - July 2003
GE Capital August 1989 - August 1993
Citi November 1987 - July 1989
South Dakota State Lesgislature January 1987 - March 1987
Skills
Fixed Income, Hedge Funds, Asset Management, Mutual Funds, Investments, Proposal Writing, Marketing Communications, Alternative Investments, Equity, Research Analysis, Portfolio Management, Project Management, Intermediary, Wirehouses, Institutional Sales, New Business Development, Client Service, Investment Strategies, Investment Advisory, Endowments, Foundations, Separate Accounts, Wrap Programs, Separately Managed..., Public Pension Plans, Corporate, Asset Managment, Equities, RFP
Education
Rockhurst University - Helzberg School of Management 1999 — 2002
Master of Business Administration, Finance / International Business
University of Missouri-Kansas City 2000 — 2000
CFP Certificate, Certified Financial Planning Program
University of South Dakota - Beacom School of Business 1982 — 1987
Bachelor of Science, Business Administration
Katrina Jacobs Katrina Jacobs's Guggenheim Investments Experience December 2006 - Present
Job Regional Vice President at Guggenheim Investments
Industry Financial Services
Lauren A. O'Bryan Lauren A. O'Bryan's Guggenheim Investments Experience May 2014 - April 2015
Job Vice President, Consultant & Client Relations at Nikko Asset Management
Industry Financial Services
Experience
Nikko Asset Management May 2015 - Present
Guggenheim Investments May 2014 - April 2015
Guggenheim Investments May 2012 - May 2014
INVESCO 2008 - May 2012
Citigroup 2006 - 2007
Merrill Lynch Wealth Management, Bank of America Corporation 2004 - 2006
Banc of America Securities May 2005 - August 2005
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
BBA, Finance and Corporate Strategy
University of Michigan 2002 — 2004
Honors College, Pre-Business
Nikko Asset Management May 2015 - Present
Guggenheim Investments May 2014 - April 2015
Guggenheim Investments May 2012 - May 2014
INVESCO 2008 - May 2012
Citigroup 2006 - 2007
Merrill Lynch Wealth Management, Bank of America Corporation 2004 - 2006
Banc of America Securities May 2005 - August 2005
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
BBA, Finance and Corporate Strategy
University of Michigan 2002 — 2004
Honors College, Pre-Business
Steve McFeely, CFA's Guggenheim Investments Experience June 2008 - December 2014
Job Portfolio Manager at Harbour Capital Advisors
Industry Financial Services
Experience
Harbour Capital Advisors December 2014 - Present
Guggenheim Investments June 2008 - December 2014
Freddie Mac 2004 - 2008
FOLIOfn 2000 - 2001
Skills
Portfolio Management, Investments, Alternative Investments, Equities, Mutual Funds, Fixed Income, Hedge Funds, Asset Allocation, Asset Management, ETFs, Investment Strategies, Series 7
Education
George Mason University - School of Management 2003 — 2006
MBA
University of Maryland College Park 1991 — 1995
BS Business Administration
Harbour Capital Advisors December 2014 - Present
Guggenheim Investments June 2008 - December 2014
Freddie Mac 2004 - 2008
FOLIOfn 2000 - 2001
Skills
Portfolio Management, Investments, Alternative Investments, Equities, Mutual Funds, Fixed Income, Hedge Funds, Asset Allocation, Asset Management, ETFs, Investment Strategies, Series 7
Education
George Mason University - School of Management 2003 — 2006
MBA
University of Maryland College Park 1991 — 1995
BS Business Administration
Christine Juettner Christine Juettner's Guggenheim Investments Experience January 2011 - Present
Job Solutions Delivery | Program Manager
Industry Computer Software
Experience
Cobb Systems Group, LLC April 2010 - Present
Guggenheim Investments January 2011 - Present
Security Global Investors April 2009 - January 2011
Rydex Investments January 2002 - April 2009
Rydex June 2000 - June 2002
Operations Research Technology, Inc. August 1994 - June 2000
ARINC July 1992 - August 1994
Freelance December 1991 - July 1992
Skills
Business Strategy, CxO-level Engagement, Project Management, Business Analysis, Organizational Design, Process Engineering, Operations Research, Performance Metrics, Quality Assurance, Software Testing, Technical Documentation, IT Operations Management, Financial Services, Software Development..., Vendor Management, Business Development, Federal Government...
Education
University of Maryland College Park
Cobb Systems Group, LLC April 2010 - Present
Guggenheim Investments January 2011 - Present
Security Global Investors April 2009 - January 2011
Rydex Investments January 2002 - April 2009
Rydex June 2000 - June 2002
Operations Research Technology, Inc. August 1994 - June 2000
ARINC July 1992 - August 1994
Freelance December 1991 - July 1992
Skills
Business Strategy, CxO-level Engagement, Project Management, Business Analysis, Organizational Design, Process Engineering, Operations Research, Performance Metrics, Quality Assurance, Software Testing, Technical Documentation, IT Operations Management, Financial Services, Software Development..., Vendor Management, Business Development, Federal Government...
Education
University of Maryland College Park
Carlos Proano Carlos Proano's Guggenheim Investments Experience November 2013 - Present
Job Investment Valuation Analyst at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments November 2013 - Present
Guggenheim Investments August 2012 - November 2013
Skills
Mutual Funds, Portfolio Management, Fixed Income, Financial Analysis, Investments, Social Media, Equities
Education
University of Maryland College Park 2005 — 2009
BA, Economics
Guggenheim Investments November 2013 - Present
Guggenheim Investments August 2012 - November 2013
Skills
Mutual Funds, Portfolio Management, Fixed Income, Financial Analysis, Investments, Social Media, Equities
Education
University of Maryland College Park 2005 — 2009
BA, Economics
William Salamanca's Guggenheim Investments Experience December 2008 - Present
Job Vice President, Fund Administration at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments December 2008 - Present
Monsoon Capital June 2007 - December 2008
American Capital Strategies 2006 - 2007
Skills
Asset Management, Hedge Funds, Investments, Equities, Fixed Income, Alternative Investments, Performance Attribution, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Investment Strategies, Mutual Funds, Fund Of Funds, Financial Services, Valuation, Fund Administration, Series 7, Securities, Derivatives, Fund Accounting, Due Diligence, Finance, Bloomberg, Financial Modeling, Portfolio Management, Private Equity, Capital Markets, US GAAP
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2016
Master of Business Administration (MBA)
James Madison University - College of Business 1996 — 2000
BS, Quantitative Finance and Economics. Minor Mathematics
Guggenheim Investments December 2008 - Present
Monsoon Capital June 2007 - December 2008
American Capital Strategies 2006 - 2007
Skills
Asset Management, Hedge Funds, Investments, Equities, Fixed Income, Alternative Investments, Performance Attribution, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Investment Strategies, Mutual Funds, Fund Of Funds, Financial Services, Valuation, Fund Administration, Series 7, Securities, Derivatives, Fund Accounting, Due Diligence, Finance, Bloomberg, Financial Modeling, Portfolio Management, Private Equity, Capital Markets, US GAAP
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2016
Master of Business Administration (MBA)
James Madison University - College of Business 1996 — 2000
BS, Quantitative Finance and Economics. Minor Mathematics
Michael Epperson's Guggenheim Investments Experience February 2012 - Present
Job VP, Sales Analysis Manager at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments February 2012 - Present
Security Global Investors February 2005 - February 2012
Rydex Investments January 2003 - February 2005
Rydex Investments March 2000 - January 2003
Rydex Investments March 1999 - March 2000
Skills
Data Analysis, Data Visualization, Report Writing, Reporting & Analysis, Process Automation, Microsoft Excel, MS Excel Pivot Tables, CRM, Cognos ReportNet, Business Objects, Data Mining, Data Stewardship
Education
University of Maryland College Park 1995 — 1998
Finance
Guggenheim Investments February 2012 - Present
Security Global Investors February 2005 - February 2012
Rydex Investments January 2003 - February 2005
Rydex Investments March 2000 - January 2003
Rydex Investments March 1999 - March 2000
Skills
Data Analysis, Data Visualization, Report Writing, Reporting & Analysis, Process Automation, Microsoft Excel, MS Excel Pivot Tables, CRM, Cognos ReportNet, Business Objects, Data Mining, Data Stewardship
Education
University of Maryland College Park 1995 — 1998
Finance
Margaux Massie's Guggenheim Investments Experience April 2015 - Present
Job Director, Compliance at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments April 2015 - Present
Guggenheim Investments April 2013 - April 2015
Rydex Investments June 2005 - April 2013
Homestead Funds, RE Investments, RE Advisors April 2002 - June 2005
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2010
MBA and MS, Finance
University of Virginia 1996 — 2000
BA, Psychology, major: Psychology minor: Art History
Guggenheim Investments April 2015 - Present
Guggenheim Investments April 2013 - April 2015
Rydex Investments June 2005 - April 2013
Homestead Funds, RE Investments, RE Advisors April 2002 - June 2005
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2010
MBA and MS, Finance
University of Virginia 1996 — 2000
BA, Psychology, major: Psychology minor: Art History
Dan Onan's Guggenheim Investments Experience April 2006 - October 2012
Job Vice President, Midwest Regional Director
Industry Financial Services
Experience
James Alpha Management January 2015 - Present
Altegris Investments November 2012 - Present
Guggenheim Investments April 2006 - October 2012
Allstate Distributors, LLC 2003 - 2006
Skills
Alternative Investments, Equities, Mutual Funds, Series 7, Series 63, ETFs, Sales, Hedge Funds, Fixed Income, 401k, Variable Annuities, Managed Futures, Salesforce.com, Commodity, Securities, Financial Advisory, Bonds, Investment Advisory, Series 6, Investments, Asset Allocation, CRM, Investment Strategies, FINRA, Fixed Annuities, Fund Of Funds, Private Placements, Wealth Management, Asset Management, Investment Management, Separately Managed...
Education
University of Minnesota Duluth 1998 — 2003
B.A., Criminology
James Alpha Management January 2015 - Present
Altegris Investments November 2012 - Present
Guggenheim Investments April 2006 - October 2012
Allstate Distributors, LLC 2003 - 2006
Skills
Alternative Investments, Equities, Mutual Funds, Series 7, Series 63, ETFs, Sales, Hedge Funds, Fixed Income, 401k, Variable Annuities, Managed Futures, Salesforce.com, Commodity, Securities, Financial Advisory, Bonds, Investment Advisory, Series 6, Investments, Asset Allocation, CRM, Investment Strategies, FINRA, Fixed Annuities, Fund Of Funds, Private Placements, Wealth Management, Asset Management, Investment Management, Separately Managed...
Education
University of Minnesota Duluth 1998 — 2003
B.A., Criminology
Joe Schaffer's Guggenheim Investments Experience June 2014 - Present
Job Investment Valuation Analyst
Industry Financial Services
Experience
Guggenheim Investments June 2014 - Present
Arrow Funds August 2011 - January 2014
Octavus Group, LLC June 2010 - May 2011
Rydex Investments January 2008 - January 2009
Rydex Investments October 2005 - January 2008
Aegis Lending 2004 - 2004
Skills
Managed Futures, ETFs, Alternative Investments, Mutual Funds, Hedge Funds, Commodity, Investment Advisory, Financial Services, Asset Management, CRM, Investments, Financial Markets, Equities, Investment Strategies, Asset Allocation, Derivatives, Options, Portfolio Management, Strategy, Financial Advisory, Series 63, Series 7
Education
University of Maryland College Park
Economics
Guggenheim Investments June 2014 - Present
Arrow Funds August 2011 - January 2014
Octavus Group, LLC June 2010 - May 2011
Rydex Investments January 2008 - January 2009
Rydex Investments October 2005 - January 2008
Aegis Lending 2004 - 2004
Skills
Managed Futures, ETFs, Alternative Investments, Mutual Funds, Hedge Funds, Commodity, Investment Advisory, Financial Services, Asset Management, CRM, Investments, Financial Markets, Equities, Investment Strategies, Asset Allocation, Derivatives, Options, Portfolio Management, Strategy, Financial Advisory, Series 63, Series 7
Education
University of Maryland College Park
Economics
Carol Metz's Guggenheim Investments Experience September 2010 - September 2013
Job HR Generalist at Guggenheim Investments
Industry Investment Management
Experience
Retired October 2013 - Present
Guggenheim Investments September 2010 - September 2013
Scientific Voice January 2010 - May 2010
IRI August 2009 - October 2009
Integrys Energy Group August 2008 - December 2008
Lehman Brothers May 2002 - April 2008
Lehman Brothers January 2001 - May 2002
Avenew.com May 2000 - January 2001
Tyco International December 1995 - March 2000
Tyco International August 1994 - December 1995
Skills
Human Resources, Employee Relations, Recruiting, Management, Employee Benefits, Onboarding, Talent Acquisition, HRIS, PeopleSoft, Talent Management, Applicant Tracking..., Benefits Administration, Outlook, College Recruiting, Microsoft Excel, Process Improvement, Policy, Strategic Planning, Employee Engagement, Personnel Management
Education
University of Illinois at Urbana-Champaign 1970 — 1972
B.A., German
Retired October 2013 - Present
Guggenheim Investments September 2010 - September 2013
Scientific Voice January 2010 - May 2010
IRI August 2009 - October 2009
Integrys Energy Group August 2008 - December 2008
Lehman Brothers May 2002 - April 2008
Lehman Brothers January 2001 - May 2002
Avenew.com May 2000 - January 2001
Tyco International December 1995 - March 2000
Tyco International August 1994 - December 1995
Skills
Human Resources, Employee Relations, Recruiting, Management, Employee Benefits, Onboarding, Talent Acquisition, HRIS, PeopleSoft, Talent Management, Applicant Tracking..., Benefits Administration, Outlook, College Recruiting, Microsoft Excel, Process Improvement, Policy, Strategic Planning, Employee Engagement, Personnel Management
Education
University of Illinois at Urbana-Champaign 1970 — 1972
B.A., German
Jonathan Boring's Guggenheim Investments Experience December 2011 - Present
Job Managing Director, Eastern Division Sales Manager at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments December 2011 - Present
Guggenheim Funds November 2009 - December 2011
Merrill Lynch February 2004 - November 2009
Bank of America February 2004 - November 2009
Salomon Smith Barney 2000 - 2003
Citistreet 1996 - 2000
Citigroup 1996 - 2000
Skills
Investments, Asset Managment, Financial Advisory, 401k, High Net Worth..., ETFs, Closed-end Funds, Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Investment Strategies, Investment Advisory, Investment Management, Securities, Fixed Income, Bonds, Portfolio Management, Strategic Financial..., Asset Management, Uniform Combined State..., Separately Managed..., Wealth Management, Fixed Annuities
Education
University of Maryland University College 1984 — 1989
Finance
Guggenheim Investments December 2011 - Present
Guggenheim Funds November 2009 - December 2011
Merrill Lynch February 2004 - November 2009
Bank of America February 2004 - November 2009
Salomon Smith Barney 2000 - 2003
Citistreet 1996 - 2000
Citigroup 1996 - 2000
Skills
Investments, Asset Managment, Financial Advisory, 401k, High Net Worth..., ETFs, Closed-end Funds, Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Investment Strategies, Investment Advisory, Investment Management, Securities, Fixed Income, Bonds, Portfolio Management, Strategic Financial..., Asset Management, Uniform Combined State..., Separately Managed..., Wealth Management, Fixed Annuities
Education
University of Maryland University College 1984 — 1989
Finance
Adrian Bachman's Guggenheim Investments Experience August 2014 - Present
Job Portfolio Manager at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments August 2014 - Present
Arrow Funds June 2008 - July 2014
Rydex Investments July 1997 - June 2008
Rydex Investments July 1997 - June 2008
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Investments, Asset Managment, Portfolio Management, Series 7, Hedge Funds, Equities, Investment Advisory, Fixed Income, Investment Strategies, Securities, Investment Management, Wealth Management, ETFs, Options, Bloomberg, Derivatives, Trading
Education
University of Maryland College Park 1991 — 1995
BS, Finance and International Business
University of Maryland College Park 1991 — 1995
Bachelor of Science (BS), Finance and International Business
Guggenheim Investments August 2014 - Present
Arrow Funds June 2008 - July 2014
Rydex Investments July 1997 - June 2008
Rydex Investments July 1997 - June 2008
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Investments, Asset Managment, Portfolio Management, Series 7, Hedge Funds, Equities, Investment Advisory, Fixed Income, Investment Strategies, Securities, Investment Management, Wealth Management, ETFs, Options, Bloomberg, Derivatives, Trading
Education
University of Maryland College Park 1991 — 1995
BS, Finance and International Business
University of Maryland College Park 1991 — 1995
Bachelor of Science (BS), Finance and International Business
Dan Hornbaker's Guggenheim Investments Experience September 1994 - Present
Job Senior Director at Rydex SGI
Industry Investment Management
Experience
Guggenheim investments September 1994 - Present
Education
University of Maryland College Park 1990 — 1991
Guggenheim investments September 1994 - Present
Education
University of Maryland College Park 1990 — 1991
Insuk Choe, CFA's Guggenheim Investments Experience November 2008 - December 2011
Job Vice President at The Rock Creek Group
Industry Financial Services
Experience
The Rock Creek Group December 2011 - Present
Guggenheim Investments November 2008 - December 2011
Rydex Investments October 2005 - February 2008
Skills
Alternative Investments, Valuation, Index Funds, Derivatives, Fund Accounting, Fixed Income, Hedge Funds, Financial Analysis, Bloomberg, Equities, Financial Modeling, Securities, Asset Management, Investments, Mutual Funds, Portfolio Management
Education
Chartered Financial Analyst
University of Maryland University College
Business Administration, Accounting, Finance, Economics
The Rock Creek Group December 2011 - Present
Guggenheim Investments November 2008 - December 2011
Rydex Investments October 2005 - February 2008
Skills
Alternative Investments, Valuation, Index Funds, Derivatives, Fund Accounting, Fixed Income, Hedge Funds, Financial Analysis, Bloomberg, Equities, Financial Modeling, Securities, Asset Management, Investments, Mutual Funds, Portfolio Management
Education
Chartered Financial Analyst
University of Maryland University College
Business Administration, Accounting, Finance, Economics
FLORA GOMES's Guggenheim Investments Experience August 2011 - August 2012
Job Contract Specialist at Martek Global Services, Inc.
Industry Government Administration
Experience
Martek Global Services, Inc. April 2015 - Present
Martek Global Services, Inc. October 2014 - April 2015
Bay Technologies Consulting Group, Inc. August 2012 - October 2014
Guggenheim Investments August 2011 - August 2012
Capital One September 2010 - August 2011
Capital One September 2006 - September 2010
Skills
Management, Leadership, Sales Management, Operations Management, Procurement, Banking, Loans, Credit, Financial Services, Mortgage Lending, Risk Management, Government Contracting, Contract Management, Government Contract..., FAR, PRISM, PD2
Education
Aveta Business Institute 2010 — 2010
Certificate, Six Sigma Green Belt
University of Maryland College Park 2005 — 2009
BA, Econimics, Sociology
Martek Global Services, Inc. April 2015 - Present
Martek Global Services, Inc. October 2014 - April 2015
Bay Technologies Consulting Group, Inc. August 2012 - October 2014
Guggenheim Investments August 2011 - August 2012
Capital One September 2010 - August 2011
Capital One September 2006 - September 2010
Skills
Management, Leadership, Sales Management, Operations Management, Procurement, Banking, Loans, Credit, Financial Services, Mortgage Lending, Risk Management, Government Contracting, Contract Management, Government Contract..., FAR, PRISM, PD2
Education
Aveta Business Institute 2010 — 2010
Certificate, Six Sigma Green Belt
University of Maryland College Park 2005 — 2009
BA, Econimics, Sociology
Allen Williamson, CIMA's Guggenheim Investments Experience November 2012 - Present
Job Managing Director, Head of Private Wealth at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments November 2012 - Present
Guggenheim Investments April 2009 - Present
Guggenheim Partners 2009 - Present
Nuveen Investments July 2000 - December 2005
Merrill Lynch January 1999 - August 2000
Education
University of South Carolina-Columbia 1972 — 1976
BS, International Studies
American School of Kuwait 1969 — 1972
Diploma
Guggenheim Investments November 2012 - Present
Guggenheim Investments April 2009 - Present
Guggenheim Partners 2009 - Present
Nuveen Investments July 2000 - December 2005
Merrill Lynch January 1999 - August 2000
Education
University of South Carolina-Columbia 1972 — 1976
BS, International Studies
American School of Kuwait 1969 — 1972
Diploma
Robin Tardy's Guggenheim Investments Experience SalesFirst Trust PortfoliosJuly 1999 - May 2003
Job Senior Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments SalesFirst Trust PortfoliosJuly 1999 - May 2003
Education
University of Illinois at Chicago 1995 — 1999
BS, Business
West Chicago Community High School 1991 — 1995
Guggenheim Investments SalesFirst Trust PortfoliosJuly 1999 - May 2003
Education
University of Illinois at Chicago 1995 — 1999
BS, Business
West Chicago Community High School 1991 — 1995
Sumana Tamrakar's Guggenheim Investments Experience June 2013 - Present
Job Analyst at Guggenheim Investments
Industry Accounting
Experience
Guggenheim Investments June 2013 - Present
Clark Financial Group, Inc. June 2011 - May 2013
SYMS August 2010 - March 2011
Ncell August 2005 - February 2009
Skills
Microsoft Office, QuickBooks, Accounting, Customer Service, Training, Team Leadership, Investments, Finance
Education
University of Maryland University College 2011 — 2012
Bachelor of Science (BS), Accounting
University of Maryland University College 2011 — 2012
Bachelor's, Accounting
Guggenheim Investments June 2013 - Present
Clark Financial Group, Inc. June 2011 - May 2013
SYMS August 2010 - March 2011
Ncell August 2005 - February 2009
Skills
Microsoft Office, QuickBooks, Accounting, Customer Service, Training, Team Leadership, Investments, Finance
Education
University of Maryland University College 2011 — 2012
Bachelor of Science (BS), Accounting
University of Maryland University College 2011 — 2012
Bachelor's, Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.