Guggenheim Partners
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. Assets under management: 310 billion USD Owner: Private CEO: Mark Walter (2000–) Founded: 1999 Subsidiaries: Prometheus Global Media, Founders: Mark Walter, Peter Lawson-Johnston II, J. Todd Morley, Dominic Curcio, Guggenheim family
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Guggenheim Partners Employees
Employee
Years
Job
Industry
Clark Cheng Clark Cheng's Guggenheim Partners Experience March 2004 - March 2005
Job Chief Investment Officer
Industry Financial Services
Experience
Merrimac Corp November 2014 - Present
HSBC March 2005 - November 2014
Guggenheim Partners March 2004 - March 2005
Morgan Stanley July 2002 - March 2004
Credit Suisse June 2001 - September 2001
Brinton Economics/West Coast Economics 1994 - 1999
Skills
Hedge Funds, Capital Markets, Alternative Investments, Portfolio Management, Valuation, Private Equity, Financial Modeling, Investments, Corporate Finance, Financial Analysis, Equities, Fixed Income, Due Diligence
Education
Duke University - The Fuqua School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of California, Los Angeles 1990 — 1994
Business Economics Psychology
California State University-Los Angeles
Master's degree (comps pending), Psychology
Merrimac Corp November 2014 - Present
HSBC March 2005 - November 2014
Guggenheim Partners March 2004 - March 2005
Morgan Stanley July 2002 - March 2004
Credit Suisse June 2001 - September 2001
Brinton Economics/West Coast Economics 1994 - 1999
Skills
Hedge Funds, Capital Markets, Alternative Investments, Portfolio Management, Valuation, Private Equity, Financial Modeling, Investments, Corporate Finance, Financial Analysis, Equities, Fixed Income, Due Diligence
Education
Duke University - The Fuqua School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of California, Los Angeles 1990 — 1994
Business Economics Psychology
California State University-Los Angeles
Master's degree (comps pending), Psychology
Brian Curcio Brian Curcio's Guggenheim Partners Experience May 2014 - August 2014
Job Student at Amherst College
Industry Financial Services
Experience
Heniff Transportation Systems, LLC May 2015 - Present
Guggenheim Partners May 2014 - August 2014
Guggenheim Partners May 2013 - September 2013
Guggenheim Securities May 2012 - September 2012
Skills
Financial Modeling, Bloomberg Terminal, Derivatives, Economics, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Python, Outlook
Education
Amherst College 2013 — 2017
Bachelor's Degree, Mathematics
Heniff Transportation Systems, LLC May 2015 - Present
Guggenheim Partners May 2014 - August 2014
Guggenheim Partners May 2013 - September 2013
Guggenheim Securities May 2012 - September 2012
Skills
Financial Modeling, Bloomberg Terminal, Derivatives, Economics, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Python, Outlook
Education
Amherst College 2013 — 2017
Bachelor's Degree, Mathematics
Josh Marx Josh Marx's Guggenheim Partners Experience January 2015 - July 2015
Job Financial Analyst at Trimont Real Estate Advisors
Industry Financial Services
Experience
Trimont Real Estate Advisors August 2015 - Present
Guggenheim Partners January 2015 - July 2015
Memphis Research Group June 2014 - November 2014
Achievement School District June 2012 - June 2014
Teach For America June 2012 - June 2014
Skills
Curriculum Development, Classroom, Differentiated...
Education
Auburn University 2008 — 2011
Bachelor of Arts (B.A.), Pyschology; minor in Business, magna cum laude
Lake highlands
Trimont Real Estate Advisors August 2015 - Present
Guggenheim Partners January 2015 - July 2015
Memphis Research Group June 2014 - November 2014
Achievement School District June 2012 - June 2014
Teach For America June 2012 - June 2014
Skills
Curriculum Development, Classroom, Differentiated...
Education
Auburn University 2008 — 2011
Bachelor of Arts (B.A.), Pyschology; minor in Business, magna cum laude
Lake highlands
Kate Kleyman Kate Kleyman's Guggenheim Partners Experience April 2013 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2013 - Present
Algen &Klemer, LLC November 2011 - March 2013
Citco Fund Services February 2011 - September 2011
Algen & Klemer, LLC June 2009 - February 2011
Brandeis University Women’s Research Center September 2008 - December 2008
Woodrow Wilson International Center for Scholars May 2008 - September 2008
Human Rights Watch September 2006 - August 2007
Skills
Business Analysis, Research, Microsoft Office, Microsoft Excel, Analysis, Supplier Diversity
Education
Brandeis University
Bachelor of Arts, International & Global Studies, Communications
Guggenheim Partners April 2013 - Present
Algen &Klemer, LLC November 2011 - March 2013
Citco Fund Services February 2011 - September 2011
Algen & Klemer, LLC June 2009 - February 2011
Brandeis University Women’s Research Center September 2008 - December 2008
Woodrow Wilson International Center for Scholars May 2008 - September 2008
Human Rights Watch September 2006 - August 2007
Skills
Business Analysis, Research, Microsoft Office, Microsoft Excel, Analysis, Supplier Diversity
Education
Brandeis University
Bachelor of Arts, International & Global Studies, Communications
Jennifer Proskine Jennifer Proskine's Guggenheim Partners Experience October 2007 - June 2011
Job Hudson Gate Partners
Industry Staffing and Recruiting
Experience
Hudson Gate Partners September 2014 - Present
Makena Capital July 2011 - September 2013
Guggenheim Partners October 2007 - June 2011
Jurlique July 2006 - September 2007
Education
Brown University 2003 — 2006
BA, Psychology
Hudson Gate Partners September 2014 - Present
Makena Capital July 2011 - September 2013
Guggenheim Partners October 2007 - June 2011
Jurlique July 2006 - September 2007
Education
Brown University 2003 — 2006
BA, Psychology
Andrés Pereda Ehrlich Andrés Pereda Ehrlich's Guggenheim Partners Experience August 2014 - Present
Job Portfolio Manager Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2014 - Present
Bryant University January 2014 - May 2014
Merrill Lynch June 2013 - August 2013
Advantage Distribution June 2012 - August 2012
Social Venture Partners Rhode Island September 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Research, Social Media, HTML, Public Speaking, Teamwork, Windows, English, Spanish, Brazilian Portuguese, Bloomberg, Finance, Financial Analysis
Education
Bryant University 2011 — 2014
Bachelor of Science in International Business, Finance and Financial Management Services
Universidade do Sul de Santa Catarina 2012 — 2012
Universidad Carlos III de Madrid 2010 — 2011
Guggenheim Partners August 2014 - Present
Bryant University January 2014 - May 2014
Merrill Lynch June 2013 - August 2013
Advantage Distribution June 2012 - August 2012
Social Venture Partners Rhode Island September 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Research, Social Media, HTML, Public Speaking, Teamwork, Windows, English, Spanish, Brazilian Portuguese, Bloomberg, Finance, Financial Analysis
Education
Bryant University 2011 — 2014
Bachelor of Science in International Business, Finance and Financial Management Services
Universidade do Sul de Santa Catarina 2012 — 2012
Universidad Carlos III de Madrid 2010 — 2011
Casey Grindon Casey Grindon's Guggenheim Partners Experience June 2015 - Present
Job Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
Fidelity Capital Markets July 2013 - May 2015
Fidelity Investments June 2012 - August 2012
Loomis, Sayles & Company June 2011 - August 2011
Office of U.S. Senator Michael F. Bennet July 2010 - August 2010
Skills
Analysis, Valuation, Equities, Marketing, Strategy, Series 63, Proficient in French, Investments, Financial Modeling, Microsoft Excel, Series 7, Series 52, Public Speaking, Microsoft Office
Education
Bowdoin College 2009 — 2013
Government & Legal Studies, Economics, Religion
Trinity College Rome Campus 2011 — 2011
Public Finance, European Union Politics, Italian, Ancient Art of Rome, 3.6
Tuck School of Business at Dartmouth 2011 — 2011
Semester at Sea 2009 — 2009
Business, Environmental Studies, Mediterranean History
Guggenheim Partners June 2015 - Present
Fidelity Capital Markets July 2013 - May 2015
Fidelity Investments June 2012 - August 2012
Loomis, Sayles & Company June 2011 - August 2011
Office of U.S. Senator Michael F. Bennet July 2010 - August 2010
Skills
Analysis, Valuation, Equities, Marketing, Strategy, Series 63, Proficient in French, Investments, Financial Modeling, Microsoft Excel, Series 7, Series 52, Public Speaking, Microsoft Office
Education
Bowdoin College 2009 — 2013
Government & Legal Studies, Economics, Religion
Trinity College Rome Campus 2011 — 2011
Public Finance, European Union Politics, Italian, Ancient Art of Rome, 3.6
Tuck School of Business at Dartmouth 2011 — 2011
Semester at Sea 2009 — 2009
Business, Environmental Studies, Mediterranean History
Alexis Anselin Alexis Anselin's Guggenheim Partners Experience June 2007 - August 2007
Job Commercial Manager at Motorambar, Inc.
Industry Financial Services
Experience
Motorambar, Inc. July 2015 - Present
JPMorgan Chase July 2010 - March 2013
Sponsors for Educational Opportunity May 2009 - September 2009
JPMorgan Chase June 2009 - August 2009
Meridian Capital Partners June 2008 - August 2008
Guggenheim Partners June 2007 - August 2007
Skills
Fixed Income, Asset Management, Financial Modeling, Bloomberg, Latin America, Investment Banking, Emerging Markets, Economics, Capital Markets, Data Analysis, Financial Analysis
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), 2015
Brown University 2006 — 2010
Bachelor of Arts (B.A.), Economics
The University of Hong Kong 2009 — 2009
Business and Economics
Motorambar, Inc. July 2015 - Present
JPMorgan Chase July 2010 - March 2013
Sponsors for Educational Opportunity May 2009 - September 2009
JPMorgan Chase June 2009 - August 2009
Meridian Capital Partners June 2008 - August 2008
Guggenheim Partners June 2007 - August 2007
Skills
Fixed Income, Asset Management, Financial Modeling, Bloomberg, Latin America, Investment Banking, Emerging Markets, Economics, Capital Markets, Data Analysis, Financial Analysis
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), 2015
Brown University 2006 — 2010
Bachelor of Arts (B.A.), Economics
The University of Hong Kong 2009 — 2009
Business and Economics
Benjamin Grayson, CFA Benjamin Grayson, CFA's Guggenheim Partners Experience January 2014 - Present
Job Investment Industry Professional, Series 7
Industry Investment Management
Experience
Guggenheim Partners January 2014 - Present
MFS Investment Management January 2012 - June 2013
MFS Investment Management September 2008 - December 2011
State Street September 2007 - September 2008
Skills
Asset Management, Emerging Markets, Bloomberg, Leadership, Financial Modeling, Equities, Fixed Income, Mutual Funds, Investments, Alternative Investments, Valuation
Education
University of California, San Diego 2005 — 2007
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS), International Management
Boston College 2000 — 2004
B.A., History
Fudan University 2005 — 2005
Beijing Language and Culture University 2004 — 2004
Guggenheim Partners January 2014 - Present
MFS Investment Management January 2012 - June 2013
MFS Investment Management September 2008 - December 2011
State Street September 2007 - September 2008
Skills
Asset Management, Emerging Markets, Bloomberg, Leadership, Financial Modeling, Equities, Fixed Income, Mutual Funds, Investments, Alternative Investments, Valuation
Education
University of California, San Diego 2005 — 2007
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS), International Management
Boston College 2000 — 2004
B.A., History
Fudan University 2005 — 2005
Beijing Language and Culture University 2004 — 2004
Adrienne Kerwin Adrienne Kerwin's Guggenheim Partners Experience October 2013 - Present
Job Executive Assistant at Guggenheim Partners
Industry Entertainment
Experience
Guggenheim Partners October 2013 - Present
Second City Communications October 2010 - September 2013
Apex Insurance Managers May 2005 - February 2009
General Growth Properties February 2003 - May 2005
The Alter Group January 1999 - October 2002
Andersen Consulting LLP March 1997 - October 1998
Peoria Chamber of Commerce August 1996 - December 1996
Jonah's Seafood House February 1991 - February 1996
Skills
Creative Writing, Human Resources, Microsoft Word, Management, Recruiting, Training, Onboarding, Customer Service, Administration, Event Planning, Communication, Budgets, Interviews, Leadership, Time Management, Advertising, Sales, Marketing, Social Media, Microsoft Office
Education
Bradley University 1986 — 1990
B.S, Advertising
Guggenheim Partners October 2013 - Present
Second City Communications October 2010 - September 2013
Apex Insurance Managers May 2005 - February 2009
General Growth Properties February 2003 - May 2005
The Alter Group January 1999 - October 2002
Andersen Consulting LLP March 1997 - October 1998
Peoria Chamber of Commerce August 1996 - December 1996
Jonah's Seafood House February 1991 - February 1996
Skills
Creative Writing, Human Resources, Microsoft Word, Management, Recruiting, Training, Onboarding, Customer Service, Administration, Event Planning, Communication, Budgets, Interviews, Leadership, Time Management, Advertising, Sales, Marketing, Social Media, Microsoft Office
Education
Bradley University 1986 — 1990
B.S, Advertising
Elizabeth Crespin's Guggenheim Partners Experience July 2015 - Present
Job Operations Associate
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
J.P. Morgan May 2014 - June 2015
LCH.Clearnet November 2011 - April 2014
Skills
Financial Analysis, Fixed Income, Microsoft Excel, Microsoft Office, Investments, Clearing, Collateral, Swift Alliance, Equities, Hedge Funds, Risk Management, Finance, Middle Office, Derivatives, Banking, Bloomberg, Securities, Capital Markets, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
BBA, Finance & Investments
Le Cordon Bleu Paris 2005 — 2006
Diplome de Patisserie, Pastry Arts
Guggenheim Partners July 2015 - Present
J.P. Morgan May 2014 - June 2015
LCH.Clearnet November 2011 - April 2014
Skills
Financial Analysis, Fixed Income, Microsoft Excel, Microsoft Office, Investments, Clearing, Collateral, Swift Alliance, Equities, Hedge Funds, Risk Management, Finance, Middle Office, Derivatives, Banking, Bloomberg, Securities, Capital Markets, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
BBA, Finance & Investments
Le Cordon Bleu Paris 2005 — 2006
Diplome de Patisserie, Pastry Arts
Joseph Catanzaro Joseph Catanzaro's Guggenheim Partners Experience June 2013 - August 2013
Job Tax Intern at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP January 2015 - Present
Icahn School of Medicine at Mount Sinai May 2014 - August 2014
Guggenheim Partners June 2013 - August 2013
Farmingdale Youth Council June 2004 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Accounting, Microsoft Excel, Teamwork, Financial Analysis, Social Media, Research
Education
Binghamton University 2015 — 2016
Master's degree, Accounting
Binghamton University - School of Management 2011 — 2015
Bachelor of Science (BS), Accounting
Farmingdale High School 2007 — 2011
Grant Thornton LLP January 2015 - Present
Icahn School of Medicine at Mount Sinai May 2014 - August 2014
Guggenheim Partners June 2013 - August 2013
Farmingdale Youth Council June 2004 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Accounting, Microsoft Excel, Teamwork, Financial Analysis, Social Media, Research
Education
Binghamton University 2015 — 2016
Master's degree, Accounting
Binghamton University - School of Management 2011 — 2015
Bachelor of Science (BS), Accounting
Farmingdale High School 2007 — 2011
Patrick Hackett's Guggenheim Partners Experience June 2014 - September 2014
Job "Leadership is a potent combination of strategy and character. But if you must be without one, be without the strategy"
Industry Military
Experience
Fordham University August 2013 - Present
Deutsche Bank June 2015 - August 2015
Guggenheim Partners June 2014 - September 2014
United States Marine Corps March 2008 - September 2013
Skills
Military Operations, Leadership, Special Operations, Command, Military Experience, Teamwork, Operational Planning, Team Building, Weapons, PowerPoint, Security Clearance, Military, National Security, Microsoft Excel, Microsoft Office, Public Speaking
Education
Fordham University 2013 — 2015
Economics
Brookdale Community College 2006 — 2007
Charleston Southern University 2005 — 2006
Fordham University August 2013 - Present
Deutsche Bank June 2015 - August 2015
Guggenheim Partners June 2014 - September 2014
United States Marine Corps March 2008 - September 2013
Skills
Military Operations, Leadership, Special Operations, Command, Military Experience, Teamwork, Operational Planning, Team Building, Weapons, PowerPoint, Security Clearance, Military, National Security, Microsoft Excel, Microsoft Office, Public Speaking
Education
Fordham University 2013 — 2015
Economics
Brookdale Community College 2006 — 2007
Charleston Southern University 2005 — 2006
Colin O'Rourke's Guggenheim Partners Experience February 2014 - Present
Job Corporate Events Coordinator at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners February 2014 - Present
Guggenheim Partners February 2013 - February 2014
Environmental Defense Fund October 2012 - February 2013
The Last Smoker in America June 2012 - September 2012
Andy Sandberg Productions June 2009 - September 2012
A Perfect Future January 2012 - April 2012
Vigil September 2009 - November 2009
Skills
Event Planning, Social Media, Fundraising, Non-profits, Editing, Public Speaking, Social Media Marketing, Event Management, Research, Facebook, Marketing, Public Relations, Blogging, Strategic Planning, Press Releases, Media Relations, Social Networking
Education
Boston College 2005 — 2009
Bachelor of Arts (BA)
Guggenheim Partners February 2014 - Present
Guggenheim Partners February 2013 - February 2014
Environmental Defense Fund October 2012 - February 2013
The Last Smoker in America June 2012 - September 2012
Andy Sandberg Productions June 2009 - September 2012
A Perfect Future January 2012 - April 2012
Vigil September 2009 - November 2009
Skills
Event Planning, Social Media, Fundraising, Non-profits, Editing, Public Speaking, Social Media Marketing, Event Management, Research, Facebook, Marketing, Public Relations, Blogging, Strategic Planning, Press Releases, Media Relations, Social Networking
Education
Boston College 2005 — 2009
Bachelor of Arts (BA)
Ehsan Zaman's Guggenheim Partners Experience September 2014 - May 2015
Job Analyst at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
Guggenheim Partners September 2014 - May 2015
WebMD June 2014 - August 2014
WSP USA February 2014 - May 2014
Center for Constitutional Rights June 2012 - October 2012
Community Impact at Columbia University June 2012 - August 2012
Skills
Business Development, Business Networking, Social Entrepreneurship, Corporate Finance, Financial Reporting
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Bronx High School of Science 2007 — 2011
Citi August 2015 - Present
Guggenheim Partners September 2014 - May 2015
WebMD June 2014 - August 2014
WSP USA February 2014 - May 2014
Center for Constitutional Rights June 2012 - October 2012
Community Impact at Columbia University June 2012 - August 2012
Skills
Business Development, Business Networking, Social Entrepreneurship, Corporate Finance, Financial Reporting
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Bronx High School of Science 2007 — 2011
Robert Rodine's Guggenheim Partners Experience June 2013 - November 2013
Job Experienced Associate at PwC
Industry Management Consulting
Experience
PwC January 2015 - Present
ABN AMRO Bank N.V. September 2014 - December 2014
Virtusa June 2013 - December 2014
Fidelity Investments April 2014 - September 2014
Scotiabank February 2014 - April 2014
Guggenheim Partners June 2013 - November 2013
FIRST DOLLAR, Boston College April 2012 - August 2012
Skills
Microsoft Office, Bass Guitar, Stata, PowerPoint, Microsoft Excel, Public Speaking, Editing, Microsoft Word, Management, Research
Education
Boston College 2009 — 2013
Bachelor of Arts, Economics & Theology; Pre-Law
Monta Vista High School 2005 — 2009
PwC January 2015 - Present
ABN AMRO Bank N.V. September 2014 - December 2014
Virtusa June 2013 - December 2014
Fidelity Investments April 2014 - September 2014
Scotiabank February 2014 - April 2014
Guggenheim Partners June 2013 - November 2013
FIRST DOLLAR, Boston College April 2012 - August 2012
Skills
Microsoft Office, Bass Guitar, Stata, PowerPoint, Microsoft Excel, Public Speaking, Editing, Microsoft Word, Management, Research
Education
Boston College 2009 — 2013
Bachelor of Arts, Economics & Theology; Pre-Law
Monta Vista High School 2005 — 2009
Jake Rath's Guggenheim Partners Experience June 2013 - August 2013
Job Attended Bentley University
Industry Financial Services
Experience
Point72 Asset Management August 2015 - Present
Point72 Asset Management, L.P. February 2015 - August 2015
Guggenheim Partners June 2013 - August 2013
The Rock Club LLC December 2012 - August 2013
Manursing Island Club May 2007 - September 2011
Skills
Economics, Finance, Microsoft Excel, Microsoft Office, Financial Modeling
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics-Finance
National Outdoor Leadership School 2012 — 2012
Wilderness Education
Rye High School 2007 — 2010
Point72 Asset Management August 2015 - Present
Point72 Asset Management, L.P. February 2015 - August 2015
Guggenheim Partners June 2013 - August 2013
The Rock Club LLC December 2012 - August 2013
Manursing Island Club May 2007 - September 2011
Skills
Economics, Finance, Microsoft Excel, Microsoft Office, Financial Modeling
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics-Finance
National Outdoor Leadership School 2012 — 2012
Wilderness Education
Rye High School 2007 — 2010
Justin Siken, CFA's Guggenheim Partners Experience June 2014 - August 2014
Job Investment Banking Associate at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors July 2015 - Present
Guggenheim Partners June 2014 - August 2014
HSBC July 2011 - August 2013
HSBC July 2009 - July 2011
HSBC June 2008 - August 2008
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Boston University - School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.), Dual Concentration in Finance and Management Information Systems, Minor in Political Science, 3.9
Sagent Advisors July 2015 - Present
Guggenheim Partners June 2014 - August 2014
HSBC July 2011 - August 2013
HSBC July 2009 - July 2011
HSBC June 2008 - August 2008
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Boston University - School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.), Dual Concentration in Finance and Management Information Systems, Minor in Political Science, 3.9
Bobbie Jo Ray Bobbie Jo Ray's Guggenheim Partners Experience June 2013 - May 2015
Job Senior Tax Associate at Guggenheim Partners
Industry Financial Services
Experience
Prairie Band, LLC May 2015 - Present
Guggenheim Partners June 2013 - May 2015
Tyson Foods December 2009 - June 2013
Southwestern Energy October 2008 - December 2009
Tyson Foods July 2005 - October 2008
Skills
SAP, Financial Reporting, Accounting, Hyperion Enterprise, General Ledger, Income Tax, Corporate Tax, Cost Accounting, Tax Accounting, Payroll, Sarbanes-Oxley Act, Variance Analysis
Education
Arkansas Tech University 2000 — 2003
B.S., Accounting
Prairie Band, LLC May 2015 - Present
Guggenheim Partners June 2013 - May 2015
Tyson Foods December 2009 - June 2013
Southwestern Energy October 2008 - December 2009
Tyson Foods July 2005 - October 2008
Skills
SAP, Financial Reporting, Accounting, Hyperion Enterprise, General Ledger, Income Tax, Corporate Tax, Cost Accounting, Tax Accounting, Payroll, Sarbanes-Oxley Act, Variance Analysis
Education
Arkansas Tech University 2000 — 2003
B.S., Accounting
Thomas Chen's Guggenheim Partners Experience January 2011 - Present
Job Thomas Chen, Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners January 2011 - Present
Piper Jaffray April 2005 - December 2010
Merrill Lynch & Co. September 1992 - March 2005
First Chicago Corporation August 1989 - August 1992
Education
Northwestern University - Kellogg School of Management 1989 — 1992
Master of Business Administration (MBA), Finance & Marketing
Allegheny College 1985 — 1989
Bachelor of Science (BS), Economics
Guggenheim Partners January 2011 - Present
Piper Jaffray April 2005 - December 2010
Merrill Lynch & Co. September 1992 - March 2005
First Chicago Corporation August 1989 - August 1992
Education
Northwestern University - Kellogg School of Management 1989 — 1992
Master of Business Administration (MBA), Finance & Marketing
Allegheny College 1985 — 1989
Bachelor of Science (BS), Economics
Alexis Zumwalt's Guggenheim Partners Experience May 2014 - Present
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2014 - Present
Clear Alternatives May 2013 - August 2013
Skills
Corporate Finance, Quantitative Investing, Collaboration, Behavioral Finance, Problem Solving, Asset Allocation, Stock Picking, Asset Management, Portfolio Management, Quantitative Finance, Pensions, Foundations, Taft-Hartley, Family Office, Endowment Funds, Equities, Team Management, Finance, Microsoft Excel, Corporate Social..., Quantitative Analytics, Alternative Investments, Hedge Funds, Investment Banking, Analysis, Bloomberg Terminal
Education
Baylor University 2010 — 2013
Bachelor's of Science in Finance, Bachelor's of Arts in Political Science
Guggenheim Partners May 2014 - Present
Clear Alternatives May 2013 - August 2013
Skills
Corporate Finance, Quantitative Investing, Collaboration, Behavioral Finance, Problem Solving, Asset Allocation, Stock Picking, Asset Management, Portfolio Management, Quantitative Finance, Pensions, Foundations, Taft-Hartley, Family Office, Endowment Funds, Equities, Team Management, Finance, Microsoft Excel, Corporate Social..., Quantitative Analytics, Alternative Investments, Hedge Funds, Investment Banking, Analysis, Bloomberg Terminal
Education
Baylor University 2010 — 2013
Bachelor's of Science in Finance, Bachelor's of Arts in Political Science
Robert E. Sternberg Robert E. Sternberg's Guggenheim Partners Experience June 2013 - August 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Guggenheim Partners June 2013 - August 2013
Babson College February 2012 - May 2013
Dow Jones July 2012 - August 2012
World Trade Financial Group June 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Capital IQ, Microsoft Excel, Business Statistics, Bloomberg Terminal, Photoshop, Excel, Brainshark, elementary Java, Minitab 16, Minitab, Strategy, Financial Analysis, Financial Modeling, Analysis
Education
Babson College 2011 — 2015
Bachelor of Science, Business Administration, Concentration in Computational and Mathematical Finance, 3.8
Univerzita Karlova v Praze 2013 — 2013
Semester Program - Fall 2013, Central European Studies
Riverdale Country School 2007 — 2011
High School
Goldman Sachs July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Guggenheim Partners June 2013 - August 2013
Babson College February 2012 - May 2013
Dow Jones July 2012 - August 2012
World Trade Financial Group June 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Capital IQ, Microsoft Excel, Business Statistics, Bloomberg Terminal, Photoshop, Excel, Brainshark, elementary Java, Minitab 16, Minitab, Strategy, Financial Analysis, Financial Modeling, Analysis
Education
Babson College 2011 — 2015
Bachelor of Science, Business Administration, Concentration in Computational and Mathematical Finance, 3.8
Univerzita Karlova v Praze 2013 — 2013
Semester Program - Fall 2013, Central European Studies
Riverdale Country School 2007 — 2011
High School
Oliver Chee-a-tow Oliver Chee-a-tow's Guggenheim Partners Experience 2011 - 2011
Job Proposal & Writing Content Mgr. @ American Management Association
Industry Writing and Editing
Experience
American Management Association July 2014 - Present
Clearbrook Global Advisors, LLC 2013 - 2013
Baron Capital 2012 - 2012
Guggenheim Partners 2011 - 2011
HSBC Global Asset Management 2009 - 2011
Artio Global Investors 2006 - 2008
Deutsche Asset Management 1999 - 2005
Skills
Investments, Asset Management, Product Marketing, Financial Services, Proposal Writing, Marketing Communications, Copywriting, Investment Management, Asset Managment, Management, Fixed Income, Emerging Markets, Finance, Equities, Mutual Funds, Investor Relations, Marketing, Hedge Funds, Alternative Investments, Asset Allocation, Investment Strategies, ETFs, Securities, Portfolio Management, Bonds, Series 7, Financial Advisory
Education
Amherst College 1993 — 1997
B.A., Economics
American Management Association July 2014 - Present
Clearbrook Global Advisors, LLC 2013 - 2013
Baron Capital 2012 - 2012
Guggenheim Partners 2011 - 2011
HSBC Global Asset Management 2009 - 2011
Artio Global Investors 2006 - 2008
Deutsche Asset Management 1999 - 2005
Skills
Investments, Asset Management, Product Marketing, Financial Services, Proposal Writing, Marketing Communications, Copywriting, Investment Management, Asset Managment, Management, Fixed Income, Emerging Markets, Finance, Equities, Mutual Funds, Investor Relations, Marketing, Hedge Funds, Alternative Investments, Asset Allocation, Investment Strategies, ETFs, Securities, Portfolio Management, Bonds, Series 7, Financial Advisory
Education
Amherst College 1993 — 1997
B.A., Economics
Dan Portanova Dan Portanova's Guggenheim Partners Experience March 2012 - April 2013
Job Consultant at Rampart Insurance Company
Industry Investment Management
Experience
Rampart Insurance Company July 2013 - Present
Guggenheim Partners March 2012 - April 2013
Security Global Investors January 2008 - March 2012
Gartmore Global Investments May 2003 - January 2008
Groupama Asset Management November 1995 - May 2003
General Reinsurance November 1989 - November 1995
Smith Barney, Harris & Upham October 1984 - November 1989
Skills
Wealth Management, Fixed Income, Alternative Investments, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Investments, Mutual Funds, Bonds, Financial Services, ETFs, Asset Management, Trading, Investment Banking
Education
Duke University - Fuqua School of Business 1982 — 1984
Master of Business Administration (MBA), Finance, General
Boston College 1978 — 1982
BA, Economics
Rampart Insurance Company July 2013 - Present
Guggenheim Partners March 2012 - April 2013
Security Global Investors January 2008 - March 2012
Gartmore Global Investments May 2003 - January 2008
Groupama Asset Management November 1995 - May 2003
General Reinsurance November 1989 - November 1995
Smith Barney, Harris & Upham October 1984 - November 1989
Skills
Wealth Management, Fixed Income, Alternative Investments, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Investments, Mutual Funds, Bonds, Financial Services, ETFs, Asset Management, Trading, Investment Banking
Education
Duke University - Fuqua School of Business 1982 — 1984
Master of Business Administration (MBA), Finance, General
Boston College 1978 — 1982
BA, Economics
Conor Durkin's Guggenheim Partners Experience July 2014 - Present
Job Fixed Income Structured Credit Trading
Industry Financial Services
Experience
Guggenheim Partners July 2014 - Present
University of Notre Dame December 2012 - May 2014
Guggenheim Securities June 2013 - August 2013
Illinois Policy Institute May 2012 - August 2012
Skills
Research, Social Networking, Regression Analysis, Statistics, Economics, Public Policy, Public Speaking, Policy, Politics, Political Science, Finance, Policy Analysis
Education
University of Notre Dame 2011 — 2014
BA, Economics, Political Science, 3.840/4.000 (Magna Cum Laude)
Boston College 2010 — 2011
Arts and Sciences Honors Program, Economics
Guggenheim Partners July 2014 - Present
University of Notre Dame December 2012 - May 2014
Guggenheim Securities June 2013 - August 2013
Illinois Policy Institute May 2012 - August 2012
Skills
Research, Social Networking, Regression Analysis, Statistics, Economics, Public Policy, Public Speaking, Policy, Politics, Political Science, Finance, Policy Analysis
Education
University of Notre Dame 2011 — 2014
BA, Economics, Political Science, 3.840/4.000 (Magna Cum Laude)
Boston College 2010 — 2011
Arts and Sciences Honors Program, Economics
Stacy Serey Stacy Serey's Guggenheim Partners Experience February 2013 - May 2014
Job Executive Assistant
Industry Financial Services
Experience
Fifth Third Bank May 2014 - Present
Guggenheim Partners February 2013 - May 2014
Atlantic Grill July 2012 - September 2013
The Noho Star February 2012 - July 2012
Coldwell Banker West Shell August 2009 - January 2012
Claddagh Irish Pubs March 2011 - 2012
Coldwell Banker West Shell August 2009 - June 2011
Bravo Cucina Italiana September 2007 - December 2010
Watson's Pools and Spas January 1999 - September 2008
Biaggi's Ristorante Italiano January 2005 - June 2007
Skills
Social Media Marketing, New Media Marketing, SEO, Microsoft Office, HTML, Office Administration, Training, Facebook, Twitter, Instagram, Pinterest, Google Adwords, Google Analytics, Email Marketing, Social Media, Video Editing, Digital Marketing, Sales, Strategy, Marketing, Advertising
Education
Bowling Green State University 2002 — 2007
Bachelor of Science, Marketing
Fifth Third Bank May 2014 - Present
Guggenheim Partners February 2013 - May 2014
Atlantic Grill July 2012 - September 2013
The Noho Star February 2012 - July 2012
Coldwell Banker West Shell August 2009 - January 2012
Claddagh Irish Pubs March 2011 - 2012
Coldwell Banker West Shell August 2009 - June 2011
Bravo Cucina Italiana September 2007 - December 2010
Watson's Pools and Spas January 1999 - September 2008
Biaggi's Ristorante Italiano January 2005 - June 2007
Skills
Social Media Marketing, New Media Marketing, SEO, Microsoft Office, HTML, Office Administration, Training, Facebook, Twitter, Instagram, Pinterest, Google Adwords, Google Analytics, Email Marketing, Social Media, Video Editing, Digital Marketing, Sales, Strategy, Marketing, Advertising
Education
Bowling Green State University 2002 — 2007
Bachelor of Science, Marketing
Brian Popadiuk Brian Popadiuk's Guggenheim Partners Experience 2003 - 2003
Job Associate Global Fixed Income at Caxton Associates
Industry Financial Services
Experience
Caxton Associates August 2004 - November 2011
Merrill Lynch Investment Management 2003 - 2004
JP Morgan January 2002 - February 2003
Guggenheim Partners 2003 - 2003
National Bank of Canada August 2000 - November 2001
Skills
Fixed Income, Investments
Education
Monmouth University 1998 — 2000
BSBA, Finance
Arizona State University 1996 — 1998
Business - MIS
Caxton Associates August 2004 - November 2011
Merrill Lynch Investment Management 2003 - 2004
JP Morgan January 2002 - February 2003
Guggenheim Partners 2003 - 2003
National Bank of Canada August 2000 - November 2001
Skills
Fixed Income, Investments
Education
Monmouth University 1998 — 2000
BSBA, Finance
Arizona State University 1996 — 1998
Business - MIS
Oriana Farley Madeira Oriana Farley Madeira's Guggenheim Partners Experience September 2013 - Present
Job Associate at Guggenheim Partners
Industry Law Practice
Experience
Guggenheim Partners September 2013 - Present
Education
Brown University 2003 — 2007
AB, Biomedical Ethics
The College of William and Mary - Marshall Wythe Law School
JD
The University of Edinburgh
LL.M., Innovation, Technology and Law
Guggenheim Partners September 2013 - Present
Education
Brown University 2003 — 2007
AB, Biomedical Ethics
The College of William and Mary - Marshall Wythe Law School
JD
The University of Edinburgh
LL.M., Innovation, Technology and Law
Carrie Ashley's Guggenheim Partners Experience March 2011 - Present
Job Modeling Actuary at Guggenheim Partners
Industry Insurance
Experience
Guggenheim Partners March 2011 - Present
Standard Life Insurance Company of Indiana November 1993 - February 2011
Standard Life Insurance Co of Indiana November 1993 - February 2011
Education
Ball State University 1989 — 1993
BA, Actuarial Science
Guggenheim Partners March 2011 - Present
Standard Life Insurance Company of Indiana November 1993 - February 2011
Standard Life Insurance Co of Indiana November 1993 - February 2011
Education
Ball State University 1989 — 1993
BA, Actuarial Science
Alexander Peckham Alexander Peckham's Guggenheim Partners Experience June 2013 - August 2013
Job Research/Financial Services
Industry Financial Services
Experience
PRIDE Global November 2014 - Present
Bates College Intramurals January 2014 - May 2014
Guggenheim Partners June 2013 - August 2013
Guggenheim Partners January 2013 - May 2013
Skills
Communication Skills, Spanish, Exceptional People..., Decisiveness, Public Speaking, Teamwork, Microsoft Office, Time Management, Microsoft Excel, Sales, Strategic Planning, Data Analysis, Financial Analysis, Critical Thinking
Education
Bates College 2011 — 2014
Bachelor of Art and Science, History
American University 2013 — 2013
Washington Semester Abroad, The Middle East and World Affairs Seminar, Junior Year
University of South Carolina-Columbia 2010 — 2011
PRIDE Global November 2014 - Present
Bates College Intramurals January 2014 - May 2014
Guggenheim Partners June 2013 - August 2013
Guggenheim Partners January 2013 - May 2013
Skills
Communication Skills, Spanish, Exceptional People..., Decisiveness, Public Speaking, Teamwork, Microsoft Office, Time Management, Microsoft Excel, Sales, Strategic Planning, Data Analysis, Financial Analysis, Critical Thinking
Education
Bates College 2011 — 2014
Bachelor of Art and Science, History
American University 2013 — 2013
Washington Semester Abroad, The Middle East and World Affairs Seminar, Junior Year
University of South Carolina-Columbia 2010 — 2011
Allan Katz Allan Katz's Guggenheim Partners Experience May 2012 - Present
Job Chief Financial Officer, Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Partners May 2012 - Present
Citigroup April 2011 - May 2012
Nomura September 2009 - April 2011
Lehman Brothers March 2008 - September 2009
Merrill Lynch July 1998 - March 2008
Mercer Management Consulting January 1996 - July 1998
JP Morgan 1993 - 1996
Coopers and Lybrand 1990 - 1993
Skills
Business Strategy, Management, Budgets, Strategy, Business Analysis, Business Process..., Performance Measurement, Financial Reporting, Business Process..., Change Management, Capital Markets, Financial Analysis, Expense Management, Fixed Income, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance and International Business
Binghamton University - School of Management 1986 — 1990
BS, Accounting
Bronx High School of Science
Guggenheim Partners May 2012 - Present
Citigroup April 2011 - May 2012
Nomura September 2009 - April 2011
Lehman Brothers March 2008 - September 2009
Merrill Lynch July 1998 - March 2008
Mercer Management Consulting January 1996 - July 1998
JP Morgan 1993 - 1996
Coopers and Lybrand 1990 - 1993
Skills
Business Strategy, Management, Budgets, Strategy, Business Analysis, Business Process..., Performance Measurement, Financial Reporting, Business Process..., Change Management, Capital Markets, Financial Analysis, Expense Management, Fixed Income, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance and International Business
Binghamton University - School of Management 1986 — 1990
BS, Accounting
Bronx High School of Science
John Paredes John Paredes's Guggenheim Partners Experience September 2014 - Present
Job Administrator at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
Edible Arrangements January 2013 - June 2014
Aramark March 2008 - October 2012
Skills
Customer Service, Retail, Microsoft Excel, Employee Training, Operations Management, Team Management
Education
City University of New York-Baruch College 2008 — 2013
Bachelor of Business Administration (BBA), Economics
Guggenheim Partners September 2014 - Present
Edible Arrangements January 2013 - June 2014
Aramark March 2008 - October 2012
Skills
Customer Service, Retail, Microsoft Excel, Employee Training, Operations Management, Team Management
Education
City University of New York-Baruch College 2008 — 2013
Bachelor of Business Administration (BBA), Economics
Chantal Zhang, CFA Chantal Zhang, CFA's Guggenheim Partners Experience August 2006 - November 2006
Job Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman April 2009 - Present
Lehman Brothers November 2006 - May 2009
Guggenheim Partners August 2006 - November 2006
Skills
CFA, Structured Products, Chartered Financial..., Financial Modeling, Fixed Income, Capital Markets, Portfolio Management
Education
Illinois Institute of Technology 2005 — 2007
Master of Science, Finance
Beijing Institute of Technology 2000 — 2004
Bachelor of Science, Computer Science
Neuberger Berman April 2009 - Present
Lehman Brothers November 2006 - May 2009
Guggenheim Partners August 2006 - November 2006
Skills
CFA, Structured Products, Chartered Financial..., Financial Modeling, Fixed Income, Capital Markets, Portfolio Management
Education
Illinois Institute of Technology 2005 — 2007
Master of Science, Finance
Beijing Institute of Technology 2000 — 2004
Bachelor of Science, Computer Science
Scott Barker, CFA Scott Barker, CFA's Guggenheim Partners Experience January 2012 - Present
Job Director, Portfolio Manager at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners January 2012 - Present
Self 2011 - January 2012
CDG, INC 2009 - 2010
Analytic Investors 1993 - 2009
Analysis Group 1993 - 1995
Skills
Derivatives, Portfolio Management, Investments, Trading, Asset Allocation, Alternative Investments, Asset Management, Risk Management, VBA, Financial Modeling, SAS programming, Mathematical Programming, Statistical Data..., Applied Probability, Investment Strategies, Mutual Funds, Insurance, Microsoft Excel, IT Infrastructure Design, IT Infrastructure..., Matlab, Monte Carlo Simulation, Bloomberg Terminal, Valuation, Exotic Derivatives, Equity Derivatives
Education
California State University-Long Beach 2003 — 2008
MS, Mathematics
Pomona College
BA, Physics
Guggenheim Partners January 2012 - Present
Self 2011 - January 2012
CDG, INC 2009 - 2010
Analytic Investors 1993 - 2009
Analysis Group 1993 - 1995
Skills
Derivatives, Portfolio Management, Investments, Trading, Asset Allocation, Alternative Investments, Asset Management, Risk Management, VBA, Financial Modeling, SAS programming, Mathematical Programming, Statistical Data..., Applied Probability, Investment Strategies, Mutual Funds, Insurance, Microsoft Excel, IT Infrastructure Design, IT Infrastructure..., Matlab, Monte Carlo Simulation, Bloomberg Terminal, Valuation, Exotic Derivatives, Equity Derivatives
Education
California State University-Long Beach 2003 — 2008
MS, Mathematics
Pomona College
BA, Physics
Bob Dahill Bob Dahill's Guggenheim Partners Experience December 2013 - March 2015
Job EVP Advertising Sales at Arena Football League
Industry Marketing and Advertising
Experience
Arena Football League April 2015 - Present
Guggenheim Partners December 2013 - March 2015
Trifecta Entertainment & Media March 2013 - November 2013
TelAmerica Media 2011 - February 2013
Nokia 2009 - 2010
TV10s 2004 - 2009
Fuse 2001 - 2004
Sony 1997 - 2001
The Family Channel: A Div. of International Family Entertainment 1992 - 1997
Worldvision Enterprises 1989 - 1992
Skills
Advertising, New Media, Television, Advertising Sales, Strategy, Integrated Marketing, Strategic Partnerships, Marketing, Broadcast, New Business Development, Media Planning, Sales, Sales Management, Entrepreneurship, Marketing Strategy, Broadcast Television
Education
Villanova University
BA, History and Economics
Boston University
MS, Broadcast Journalism
Arena Football League April 2015 - Present
Guggenheim Partners December 2013 - March 2015
Trifecta Entertainment & Media March 2013 - November 2013
TelAmerica Media 2011 - February 2013
Nokia 2009 - 2010
TV10s 2004 - 2009
Fuse 2001 - 2004
Sony 1997 - 2001
The Family Channel: A Div. of International Family Entertainment 1992 - 1997
Worldvision Enterprises 1989 - 1992
Skills
Advertising, New Media, Television, Advertising Sales, Strategy, Integrated Marketing, Strategic Partnerships, Marketing, Broadcast, New Business Development, Media Planning, Sales, Sales Management, Entrepreneurship, Marketing Strategy, Broadcast Television
Education
Villanova University
BA, History and Economics
Boston University
MS, Broadcast Journalism
Dan Buchanan's Guggenheim Partners Experience 2007 - 2010
Job Director at ETF Securities
Industry Investment Management
Experience
ETF Securities September 2015 - Present
Quincy Capital Partners, LLC September 2014 - September 2015
Infinity Capital Partners, LLC 2010 - 2013
Guggenheim Partners 2007 - 2010
MFS Investment Management 1997 - 2007
New England Financial 1994 - 1997
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Asset Management, Investments, Investment Strategies, Series 63, Series 7, Modern Portfolio Theory, Fixed Annuities, Selling, Sales Presentations, Relationship Management, Closed-end Funds, Unit Investment Trusts, Entrepreneurship, Sales, ETFs, Entrepreneur, Model Portfolios, Start-up Environments, Consultative Selling, RIA, Foreign Currency, Contract Negotiation, Business Development, Strategy, Series 65
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance / Entrepreneurship
Saint Anselm College 1990 — 1994
Bachelor’s Degree, History
ETF Securities September 2015 - Present
Quincy Capital Partners, LLC September 2014 - September 2015
Infinity Capital Partners, LLC 2010 - 2013
Guggenheim Partners 2007 - 2010
MFS Investment Management 1997 - 2007
New England Financial 1994 - 1997
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Asset Management, Investments, Investment Strategies, Series 63, Series 7, Modern Portfolio Theory, Fixed Annuities, Selling, Sales Presentations, Relationship Management, Closed-end Funds, Unit Investment Trusts, Entrepreneurship, Sales, ETFs, Entrepreneur, Model Portfolios, Start-up Environments, Consultative Selling, RIA, Foreign Currency, Contract Negotiation, Business Development, Strategy, Series 65
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance / Entrepreneurship
Saint Anselm College 1990 — 1994
Bachelor’s Degree, History
Michael Cordaro's Guggenheim Partners Experience June 2015 - Present
Job Summer Intern at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
Summer Street Advisors, LLC January 2015 - April 2015
Global Sage June 2014 - August 2014
AXA Advisors March 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, Time Management, Research, Access, Leadership, Investments, Financial Analysis
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Applied Accounting & Finance
Heythrop College, U. of London 2014 — 2014
Bachelor of Science (B.S.), Applied Accounting & Finance
Clarkstown North High School 2008 — 2012
Guggenheim Partners June 2015 - Present
Summer Street Advisors, LLC January 2015 - April 2015
Global Sage June 2014 - August 2014
AXA Advisors March 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, Time Management, Research, Access, Leadership, Investments, Financial Analysis
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Applied Accounting & Finance
Heythrop College, U. of London 2014 — 2014
Bachelor of Science (B.S.), Applied Accounting & Finance
Clarkstown North High School 2008 — 2012
Greg Lisman Greg Lisman's Guggenheim Partners Experience June 2013 - August 2014
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
3i Group plc June 2015 - September 2015
Guggenheim Partners June 2013 - August 2014
Morgan Joseph TriArtisan LLC June 2010 - June 2013
CIT Group July 2008 - May 2010
UBS June 2007 - August 2007
Skills
Private Equity, Venture Capital, Corporate Finance, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
B.S., Carroll E. Wallace School of Management
3i Group plc June 2015 - September 2015
Guggenheim Partners June 2013 - August 2014
Morgan Joseph TriArtisan LLC June 2010 - June 2013
CIT Group July 2008 - May 2010
UBS June 2007 - August 2007
Skills
Private Equity, Venture Capital, Corporate Finance, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
B.S., Carroll E. Wallace School of Management
Ronnie Lam Ronnie Lam's Guggenheim Partners Experience September 2013 - Present
Job Operations Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2013 - Present
BNY Mellon May 2011 - May 2013
UBP October 2010 - April 2011
Moody's Investors Service May 2009 - February 2010
UBS February 2008 - May 2008
Baruch College May 2007 - August 2007
Wenig & Saltiel LLP September 2005 - August 2006
Skills
Bloomberg, Budget Forecasts, Account Reconciliation, Financial Statement..., Financial Analysis, Variance Analysis, PowerPoint, Word, Access, Invoice Processing, Mutual Funds, ETFs, Microsoft Office, Fixed Income, Fund Accounting, Microsoft Word, Fund Administration, Bloomberg Terminal, Securities, Fund Of Funds, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor of Business Administration, Finance and Investments
Guggenheim Partners September 2013 - Present
BNY Mellon May 2011 - May 2013
UBP October 2010 - April 2011
Moody's Investors Service May 2009 - February 2010
UBS February 2008 - May 2008
Baruch College May 2007 - August 2007
Wenig & Saltiel LLP September 2005 - August 2006
Skills
Bloomberg, Budget Forecasts, Account Reconciliation, Financial Statement..., Financial Analysis, Variance Analysis, PowerPoint, Word, Access, Invoice Processing, Mutual Funds, ETFs, Microsoft Office, Fixed Income, Fund Accounting, Microsoft Word, Fund Administration, Bloomberg Terminal, Securities, Fund Of Funds, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor of Business Administration, Finance and Investments
Cody Dussault Cody Dussault's Guggenheim Partners Experience June 2015 - Present
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
Guggenheim Partners June 2014 - August 2014
Bowdoin College September 2012 - May 2014
Fullbridge XBA in Business Fundamentals January 2014 - January 2014
USA Hockey November 2008 - January 2014
IRC Industrial Roofing Companies June 2011 - July 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Teamwork, Time Management, Leadership
Education
Bowdoin College 2011 — 2015
Bachelor of Arts (B.A.), Economics (Major), Psychology (Minor)
University of Cape Town 2013 — 2013
Bachelor of Arts (BA), Economics
Guggenheim Partners June 2015 - Present
Guggenheim Partners June 2014 - August 2014
Bowdoin College September 2012 - May 2014
Fullbridge XBA in Business Fundamentals January 2014 - January 2014
USA Hockey November 2008 - January 2014
IRC Industrial Roofing Companies June 2011 - July 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Teamwork, Time Management, Leadership
Education
Bowdoin College 2011 — 2015
Bachelor of Arts (B.A.), Economics (Major), Psychology (Minor)
University of Cape Town 2013 — 2013
Bachelor of Arts (BA), Economics
Andrew Hilboldt Andrew Hilboldt's Guggenheim Partners Experience June 2013 - Present
Job Analyst at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners June 2013 - Present
Bowdoin College January 2010 - May 2013
Windhorse Capital Management July 2012 - August 2012
Algonquin Advisors May 2012 - July 2012
Education
Bowdoin College 2009 — 2013
Bachelor of Arts, Economics, Math
The Tuck School of Business at Dartmouth 2011 — 2011
Business Bridge Program
University of Cape Town 2011 — 2011
Semester Abroad
2016 Level III Candidate in the CFA Program
Guggenheim Partners June 2013 - Present
Bowdoin College January 2010 - May 2013
Windhorse Capital Management July 2012 - August 2012
Algonquin Advisors May 2012 - July 2012
Education
Bowdoin College 2009 — 2013
Bachelor of Arts, Economics, Math
The Tuck School of Business at Dartmouth 2011 — 2011
Business Bridge Program
University of Cape Town 2011 — 2011
Semester Abroad
2016 Level III Candidate in the CFA Program
Lauren Coape-Arnold's Guggenheim Partners Experience May 2014 - Present
Job Corporate Social Responsibility at Guggenheim Partners
Industry Philanthropy
Experience
Guggenheim Partners May 2014 - Present
Two Sigma Investments June 2013 - April 2014
Yale School of Management August 2011 - May 2013
Maverick Capital Foundation August 2010 - July 2011
Maverick Capital March 2008 - September 2010
Lehman Brothers July 2006 - February 2008
Lehman Brothers June 2005 - August 2005
Skills
Non-profits, Philanthropy, Board Service, Corporate Engagement, Youth Development, Nonprofits, Board of Directors, Engagements, Due Diligence, Grants, Marketing, Leadership, Research, Strategy
Education
Yale University - Yale School of Management 2011 — 2013
MBA
Amherst College 2002 — 2006
BA, Psychology, French
Guggenheim Partners May 2014 - Present
Two Sigma Investments June 2013 - April 2014
Yale School of Management August 2011 - May 2013
Maverick Capital Foundation August 2010 - July 2011
Maverick Capital March 2008 - September 2010
Lehman Brothers July 2006 - February 2008
Lehman Brothers June 2005 - August 2005
Skills
Non-profits, Philanthropy, Board Service, Corporate Engagement, Youth Development, Nonprofits, Board of Directors, Engagements, Due Diligence, Grants, Marketing, Leadership, Research, Strategy
Education
Yale University - Yale School of Management 2011 — 2013
MBA
Amherst College 2002 — 2006
BA, Psychology, French
Jacob Decter's Guggenheim Partners Experience July 2012 - June 2014
Job Strategic Planning Associate M&A at AmTrust Financial Services, Inc. (AFSI)
Industry Financial Services
Experience
AmTrust Financial Services, Inc. (AFSI) May 2015 - Present
AmTrust Financial Services, Inc. (AFSI) June 2014 - May 2015
Guggenheim Partners July 2012 - June 2014
Alpha Epsilon Pi - Beta Nu Chapter January 2010 - January 2012
National Securities June 2011 - August 2011
Skills
Financial Modeling, Finance, Investment Banking, Equity Research, Bloomberg, Leadership, Valuation, Accounting, Equities, Capital Markets, Financial Analysis, Hedge Funds, Fundraising, Due Diligence, Corporate Finance, Private Equity, Fixed Income, PowerPoint, Bloomberg Terminal, Mergers & Acquisitions, Economics, Series 7, M&A Modeling, TMT, Alternative Investments, Credit Analysis, Derivatives, Bonds, Investments, Trading, Securities, Microsoft Excel, Emerging Markets, Structured Finance, Venture Capital, Portfolio Management, Asset Management, Financial Markets, Microsoft Office
Education
Binghamton University 2009 — 2012
B.S., Accounting - Summa Cum Laude (3 Years)
AmTrust Financial Services, Inc. (AFSI) May 2015 - Present
AmTrust Financial Services, Inc. (AFSI) June 2014 - May 2015
Guggenheim Partners July 2012 - June 2014
Alpha Epsilon Pi - Beta Nu Chapter January 2010 - January 2012
National Securities June 2011 - August 2011
Skills
Financial Modeling, Finance, Investment Banking, Equity Research, Bloomberg, Leadership, Valuation, Accounting, Equities, Capital Markets, Financial Analysis, Hedge Funds, Fundraising, Due Diligence, Corporate Finance, Private Equity, Fixed Income, PowerPoint, Bloomberg Terminal, Mergers & Acquisitions, Economics, Series 7, M&A Modeling, TMT, Alternative Investments, Credit Analysis, Derivatives, Bonds, Investments, Trading, Securities, Microsoft Excel, Emerging Markets, Structured Finance, Venture Capital, Portfolio Management, Asset Management, Financial Markets, Microsoft Office
Education
Binghamton University 2009 — 2012
B.S., Accounting - Summa Cum Laude (3 Years)
Maria Rosen's Guggenheim Partners Experience April 2013 - Present
Job Senior Legal Counsel, Director at Guggenheim Partners, Central Compliance
Industry Financial Services
Experience
Guggenheim Partners April 2013 - Present
Bank of America Merrill Lynch April 2012 - April 2013
Caxton Alternative Management LP November 2011 - April 2012
Caxton Associates October 2006 - November 2011
Skills
Hedge Funds, Derivatives, Asset Management, Asset Managment, Alternative Investments, Equities
Education
Brooklyn Law School 1998 — 2001
JD
Hamilton College 1993 — 1997
BA, Comparative Literature
Guggenheim Partners April 2013 - Present
Bank of America Merrill Lynch April 2012 - April 2013
Caxton Alternative Management LP November 2011 - April 2012
Caxton Associates October 2006 - November 2011
Skills
Hedge Funds, Derivatives, Asset Management, Asset Managment, Alternative Investments, Equities
Education
Brooklyn Law School 1998 — 2001
JD
Hamilton College 1993 — 1997
BA, Comparative Literature
Samantha Cohen's Guggenheim Partners Experience March 2015 - Present
Job Digital Marketing Associate
Industry Marketing and Advertising
Experience
Guggenheim Partners March 2015 - Present
Guggenheim Partners September 2012 - March 2015
Guggenheim Partners June 2012 - August 2012
McDonald Butler Associates September 2011 - March 2012
The CHT Group January 2011 - May 2011
BU PRSSA December 2010 - May 2011
Boston University Athletics Junior Terriers Club September 2010 - December 2010
MMG Mardiks June 2010 - August 2010
20th Century Fox February 2010 - April 2010
Allied Integrated Marketing September 2009 - December 2009
Skills
Cision, Wordpress, Event Planning, HTML, conversational French, Vocus, French, Blogging, WordPress, Marketing, Public Relations, Strategy, Lead Generation, Media Relations, Newsletters, Facebook
Education
Boston University 2007 — 2011
Bachelor of Arts
Kent Place School 2000 — 2007
Guggenheim Partners March 2015 - Present
Guggenheim Partners September 2012 - March 2015
Guggenheim Partners June 2012 - August 2012
McDonald Butler Associates September 2011 - March 2012
The CHT Group January 2011 - May 2011
BU PRSSA December 2010 - May 2011
Boston University Athletics Junior Terriers Club September 2010 - December 2010
MMG Mardiks June 2010 - August 2010
20th Century Fox February 2010 - April 2010
Allied Integrated Marketing September 2009 - December 2009
Skills
Cision, Wordpress, Event Planning, HTML, conversational French, Vocus, French, Blogging, WordPress, Marketing, Public Relations, Strategy, Lead Generation, Media Relations, Newsletters, Facebook
Education
Boston University 2007 — 2011
Bachelor of Arts
Kent Place School 2000 — 2007
Glenn A. Weiner, CFA Glenn A. Weiner, CFA's Guggenheim Partners Experience April 2014 - Present
Job Managing Director, Consultant Relations at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners April 2014 - Present
Babson Capital Management September 2009 - March 2014
Capital Guardian Trust Company February 2008 - February 2009
Wellington Management May 2005 - January 2008
Wellington Management July 2002 - April 2005
RogersCasey June 1998 - July 2002
Skills
Asset Management, Fixed Income, Asset Allocation, Investments, Credit, Investment Strategies, Institutional..., Investment Management, Asset Managment, Equities, Strategy, Alternative Investments, Financial Markets, Hedge Funds, Mutual Funds, Investment Advisory
Education
CFA Institute 1999 — 2003
CFA (2003), Investment Management
Bryant University 1992 — 1996
Bachelors, Finance
FINRA Series 3, 7, 63
Series 3, 7, 63, Securities licensing
Guggenheim Partners April 2014 - Present
Babson Capital Management September 2009 - March 2014
Capital Guardian Trust Company February 2008 - February 2009
Wellington Management May 2005 - January 2008
Wellington Management July 2002 - April 2005
RogersCasey June 1998 - July 2002
Skills
Asset Management, Fixed Income, Asset Allocation, Investments, Credit, Investment Strategies, Institutional..., Investment Management, Asset Managment, Equities, Strategy, Alternative Investments, Financial Markets, Hedge Funds, Mutual Funds, Investment Advisory
Education
CFA Institute 1999 — 2003
CFA (2003), Investment Management
Bryant University 1992 — 1996
Bachelors, Finance
FINRA Series 3, 7, 63
Series 3, 7, 63, Securities licensing
Erkan Deveci's Guggenheim Partners Experience March 2015 - Present
Job Software Engineer 5 at Guggenheim Partners
Industry Computer Software
Experience
Guggenheim Partners March 2015 - Present
Deveci Games March 2011 - Present
EPAM Systems March 2014 - March 2015
Netsoft USA August 2009 - February 2014
Netsoft USA July 2008 - August 2008
Turksat A.S. June 2007 - July 2007
JForce August 2006 - September 2006
Skills
Windows, OOP, C#, SQL Server, JavaScript, Testing, HTML, Computer Science, Databases, XML, Programming, Web Applications, .NET, SQL, ASP.NET, MySQL, Software Development, Computer Engineering, AJAX, Software Engineering, Requirements Analysis, User Interface, Operating Systems, Web Services, CSS, Analysis, Visual Studio, Architecture, jQuery, Web Development, Application Development, Silverlight, XNA, WPF, WCF, SOA, SOAP, Game Development, XAML, Box2D, Microsoft SQL Server, Windows Phone, MonoDevelop, Agile Methodologies, Object Oriented Design, Eclipse, UML, Design Patterns, ASP.NET MVC, MVC
Education
Bilkent University 2004 — 2009
B.S, Computer Engineering
Toros Science High School 2001 — 2004
Guggenheim Partners March 2015 - Present
Deveci Games March 2011 - Present
EPAM Systems March 2014 - March 2015
Netsoft USA August 2009 - February 2014
Netsoft USA July 2008 - August 2008
Turksat A.S. June 2007 - July 2007
JForce August 2006 - September 2006
Skills
Windows, OOP, C#, SQL Server, JavaScript, Testing, HTML, Computer Science, Databases, XML, Programming, Web Applications, .NET, SQL, ASP.NET, MySQL, Software Development, Computer Engineering, AJAX, Software Engineering, Requirements Analysis, User Interface, Operating Systems, Web Services, CSS, Analysis, Visual Studio, Architecture, jQuery, Web Development, Application Development, Silverlight, XNA, WPF, WCF, SOA, SOAP, Game Development, XAML, Box2D, Microsoft SQL Server, Windows Phone, MonoDevelop, Agile Methodologies, Object Oriented Design, Eclipse, UML, Design Patterns, ASP.NET MVC, MVC
Education
Bilkent University 2004 — 2009
B.S, Computer Engineering
Toros Science High School 2001 — 2004
Anna Cotten, CAIA Anna Cotten, CAIA's Guggenheim Partners Experience January 2010 - September 2012
Job Investor Relations at Protege Partners
Industry Financial Services
Experience
Protege Partners October 2012 - Present
Guggenheim Partners January 2010 - September 2012
Main Street Direct December 2009 - February 2010
Vera Wang August 2009 - September 2009
Kamunting Street Capital Hedge Fund June 2008 - August 2008
Arthur Elgort Photography Studio May 2008 - August 2008
Education
Appalachian State University 2005 — 2009
MKT, Marketing, Finance, Interpersonal Communications
Appalachian State University 2005 — 2009
Bachelor of Science; of, Business Administration, Marketing; Business
Protege Partners October 2012 - Present
Guggenheim Partners January 2010 - September 2012
Main Street Direct December 2009 - February 2010
Vera Wang August 2009 - September 2009
Kamunting Street Capital Hedge Fund June 2008 - August 2008
Arthur Elgort Photography Studio May 2008 - August 2008
Education
Appalachian State University 2005 — 2009
MKT, Marketing, Finance, Interpersonal Communications
Appalachian State University 2005 — 2009
Bachelor of Science; of, Business Administration, Marketing; Business
Bill Ortner's Guggenheim Partners Experience 2013 - Present
Job Head of Strategic Equity Solutions at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 2013 - Present
UBS Investment Bank 2009 - 2013
Barclays Capital 2007 - 2009
Citi 1997 - 2007
Shearman & Sterling 1993 - 1997
Skills
Equities, Derivatives, Capital Markets, Equity Derivatives, Structured Finance, Credit Risk, Fixed Income, Investment Banking, Banking, Wealth Management, Equity Capital Markets, Finance, Financial Structuring, Trading, Financial Services, Corporate Law, Strategy, Market Risk
Education
Boston University School of Law 1990 — 1993
J.D.
Tufts University 1985 — 1989
B.S.
Horace Mann School 1970 — 1985
H.S.
Guggenheim Partners 2013 - Present
UBS Investment Bank 2009 - 2013
Barclays Capital 2007 - 2009
Citi 1997 - 2007
Shearman & Sterling 1993 - 1997
Skills
Equities, Derivatives, Capital Markets, Equity Derivatives, Structured Finance, Credit Risk, Fixed Income, Investment Banking, Banking, Wealth Management, Equity Capital Markets, Finance, Financial Structuring, Trading, Financial Services, Corporate Law, Strategy, Market Risk
Education
Boston University School of Law 1990 — 1993
J.D.
Tufts University 1985 — 1989
B.S.
Horace Mann School 1970 — 1985
H.S.
Salvatore R. Rios's Guggenheim Partners Experience March 2014 - April 2015
Job SVP Sales at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities May 2015 - Present
Guggenheim Partners March 2014 - April 2015
ED&F MAN May 2011 - January 2014
Societe Generale June 2010 - May 2011
MF Global January 2009 - June 2010
Merrill Lynch August 1990 - January 2009
Skills
Securities, Capital Markets, Investments, Trading, FX Options, Equities, Financial Markets, Fixed Income, Electronic Trading, Hedge Funds, Swaps, Investment Banking, Derivatives, Alternative Investments, Portfolio Management, Equity Derivatives, Commodity, Interest Rate..., Proprietary Trading, Hedging, Risk Management, Rates, Emerging Markets, Middle Office, Equity Trading, Valuation, Strategy, Market Risk, Currency, Bloomberg, Asset Allocation, Banking, Financial Risk, Structured Finance, MBS, FINRA, ETFs, High Yield, Credit Risk, Bonds, Series 24, Wealth Management, Series 7
Education
City University of New York-Baruch College 1983 — 1987
Business, Banking and Finance
Kingsborough Community College 1980 — 1982
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Wedbush Securities May 2015 - Present
Guggenheim Partners March 2014 - April 2015
ED&F MAN May 2011 - January 2014
Societe Generale June 2010 - May 2011
MF Global January 2009 - June 2010
Merrill Lynch August 1990 - January 2009
Skills
Securities, Capital Markets, Investments, Trading, FX Options, Equities, Financial Markets, Fixed Income, Electronic Trading, Hedge Funds, Swaps, Investment Banking, Derivatives, Alternative Investments, Portfolio Management, Equity Derivatives, Commodity, Interest Rate..., Proprietary Trading, Hedging, Risk Management, Rates, Emerging Markets, Middle Office, Equity Trading, Valuation, Strategy, Market Risk, Currency, Bloomberg, Asset Allocation, Banking, Financial Risk, Structured Finance, MBS, FINRA, ETFs, High Yield, Credit Risk, Bonds, Series 24, Wealth Management, Series 7
Education
City University of New York-Baruch College 1983 — 1987
Business, Banking and Finance
Kingsborough Community College 1980 — 1982
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Clint Currie Clint Currie's Guggenheim Partners Experience November 2011 - December 2012
Job Research & Publishing Consultant
Industry Financial Services
Experience
Clint Currie January 2012 - Present
Guggenheim Partners November 2011 - December 2012
MF Global November 2010 - October 2011
Concept Capital 2008 - 2010
Stanford Group November 2004 - October 2008
Charles Schwab & Co., Inc. 2003 - 2004
Fox Broadcasting October 1999 - May 2001
Skills
Equity Research, Series 7, Series 24, Equities, FINRA, Bloomberg, Portfolio Management, Capital Markets, Series 63, Hedge Funds, Equity Trading, Asset Management, Fixed Income, Securities, Investments, Financial Modeling, Series 87, Management
Education
Arizona State University 1996 — 1999
Journalism
Clint Currie January 2012 - Present
Guggenheim Partners November 2011 - December 2012
MF Global November 2010 - October 2011
Concept Capital 2008 - 2010
Stanford Group November 2004 - October 2008
Charles Schwab & Co., Inc. 2003 - 2004
Fox Broadcasting October 1999 - May 2001
Skills
Equity Research, Series 7, Series 24, Equities, FINRA, Bloomberg, Portfolio Management, Capital Markets, Series 63, Hedge Funds, Equity Trading, Asset Management, Fixed Income, Securities, Investments, Financial Modeling, Series 87, Management
Education
Arizona State University 1996 — 1999
Journalism
Gabby Michnoff Gabby Michnoff's Guggenheim Partners Experience June 2013 - August 2013
Job Recruitment Coordinator at Betts Recruiting
Industry Staffing and Recruiting
Experience
Betts Recruiting June 2015 - Present
University of Virginia February 2015 - May 2015
Robin Hood July 2014 - August 2014
MKM Partners June 2014 - July 2014
Guggenheim Partners June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Research, Marketing, Event Planning, Leadership, Fundraising, Recruiting
Education
University of Virginia 2011 — 2015
Bachelor's Degree, Global Development
McIntire Business Institute at the University of Virginia 2014 — 2015
The Taft School 2008 — 2011
Betts Recruiting June 2015 - Present
University of Virginia February 2015 - May 2015
Robin Hood July 2014 - August 2014
MKM Partners June 2014 - July 2014
Guggenheim Partners June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Research, Marketing, Event Planning, Leadership, Fundraising, Recruiting
Education
University of Virginia 2011 — 2015
Bachelor's Degree, Global Development
McIntire Business Institute at the University of Virginia 2014 — 2015
The Taft School 2008 — 2011
Victoria Teper Victoria Teper's Guggenheim Partners Experience June 2011 - September 2015
Job Federal Reserve Bank of New York Credit Risk Management
Industry Financial Services
Experience
Federal Reserve Bank of New York September 2015 - Present
Guggenheim Partners June 2011 - September 2015
Skills
Risk Management, Financial Services, Banking, Equities, Fixed Income, Hedge Funds
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting and Finance
Federal Reserve Bank of New York September 2015 - Present
Guggenheim Partners June 2011 - September 2015
Skills
Risk Management, Financial Services, Banking, Equities, Fixed Income, Hedge Funds
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting and Finance
Gretchen McLaughlin Gretchen McLaughlin's Guggenheim Partners Experience November 2004 - February 2007
Job Senior Private Wealth Associate at UBS
Industry Financial Services
Experience
UBS September 2015 - Present
Merrill Lynch - Private Banking and Investment Group August 2015 - Present
Morgan Stanley February 2007 - October 2011
Guggenheim Partners November 2004 - February 2007
Skills
Bilingual Communications, Client Relations
Education
Middlebury College 2000 — 2004
Bachelor of Arts (B.A.), History and Spanish
Kent Denver School 1993 — 2000
Universidad de La Rioja
UBS September 2015 - Present
Merrill Lynch - Private Banking and Investment Group August 2015 - Present
Morgan Stanley February 2007 - October 2011
Guggenheim Partners November 2004 - February 2007
Skills
Bilingual Communications, Client Relations
Education
Middlebury College 2000 — 2004
Bachelor of Arts (B.A.), History and Spanish
Kent Denver School 1993 — 2000
Universidad de La Rioja
Jean Bart Jean Bart's Guggenheim Partners Experience May 2012 - May 2015
Job Director Amherst Pierpont Securities
Industry Financial Services
Experience
Amherst Pierpont Securities June 2015 - Present
Guggenheim Partners May 2012 - May 2015
Bank of America July 2007 - March 2012
HSBC May 2004 - May 2007
Merrill Lynch March 1997 - March 2004
Skills
Fixed Income, Bloomberg, Capital Markets, Series 7, Hedge Funds, Derivatives, Portfolio Management, Trading, Series 63, Investments, Securities, Bonds, Structured Products, Investment Banking, Alternative Investments
Education
Barnard College 1992 — 1996
Bachelor of Arts (BA), Economics
London School of Economics and Political Science 1994 — 1995
Wyoming Seminary Preparatory School 1988 — 1992
Amherst Pierpont Securities June 2015 - Present
Guggenheim Partners May 2012 - May 2015
Bank of America July 2007 - March 2012
HSBC May 2004 - May 2007
Merrill Lynch March 1997 - March 2004
Skills
Fixed Income, Bloomberg, Capital Markets, Series 7, Hedge Funds, Derivatives, Portfolio Management, Trading, Series 63, Investments, Securities, Bonds, Structured Products, Investment Banking, Alternative Investments
Education
Barnard College 1992 — 1996
Bachelor of Arts (BA), Economics
London School of Economics and Political Science 1994 — 1995
Wyoming Seminary Preparatory School 1988 — 1992
Stefan Deitos Stefan Deitos's Guggenheim Partners Experience June 2015 - Present
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
Irvine Company June 2014 - August 2014
Daphne's Greek Cafe July 2013 - September 2013
GAA Architects, Inc. June 2011 - September 2012
Skills
Microsoft Excel, Data Analysis, Leadership, Time Management, Data Entry, PowerPoint, Market Research, Analytics, Microsoft Word, Customer Service, Social Networking, Teamwork, Microsoft Office, Commercial Real Estate, Market Analysis, Due Diligence, Financial Analysis, Real Estate, Underwriting, Marketing, Social Media, Microsoft Access, Access, Photoshop
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor’s Degree, Finance and Financial Management Services
JSerra Catholic High School 2007 — 2011
High School
Guggenheim Partners June 2015 - Present
Irvine Company June 2014 - August 2014
Daphne's Greek Cafe July 2013 - September 2013
GAA Architects, Inc. June 2011 - September 2012
Skills
Microsoft Excel, Data Analysis, Leadership, Time Management, Data Entry, PowerPoint, Market Research, Analytics, Microsoft Word, Customer Service, Social Networking, Teamwork, Microsoft Office, Commercial Real Estate, Market Analysis, Due Diligence, Financial Analysis, Real Estate, Underwriting, Marketing, Social Media, Microsoft Access, Access, Photoshop
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor’s Degree, Finance and Financial Management Services
JSerra Catholic High School 2007 — 2011
High School
Austin Mandel Austin Mandel's Guggenheim Partners Experience April 2015 - Present
Job Senior Associate at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners April 2015 - Present
Guggenheim Partners March 2014 - Present
Guggenheim Partners February 2013 - March 2014
Energy Finance Company January 2013 - February 2013
Skills
Microsoft Office
Education
Brown University 2008 — 2012
Economics
Laurence 2000
Montclair Prep
Guggenheim Partners April 2015 - Present
Guggenheim Partners March 2014 - Present
Guggenheim Partners February 2013 - March 2014
Energy Finance Company January 2013 - February 2013
Skills
Microsoft Office
Education
Brown University 2008 — 2012
Economics
Laurence 2000
Montclair Prep
Roland Yampolsky Roland Yampolsky's Guggenheim Partners Experience October 2013 - June 2015
Job Mutual Fund Compliance Analyst at AB
Industry Financial Services
Experience
AB June 2015 - Present
Guggenheim Partners October 2013 - June 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, BlackRock Aladdin, Charles River IMS, Outlook
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Mathematics
AB June 2015 - Present
Guggenheim Partners October 2013 - June 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, BlackRock Aladdin, Charles River IMS, Outlook
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Mathematics
Jessica Siarek Jessica Siarek's Guggenheim Partners Experience September 2015 - Present
Job Strategic Sourcing and Expense Management Intern at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners September 2015 - Present
Wells Fargo June 2015 - August 2015
Wiss & Company, LLP August 2014 - May 2015
Mark M. Radin P.C. CPA January 2013 - September 2014
Friedman LLP December 2013 - August 2014
Skills
Accounting, Tax Preparation, QuickBooks, GAAP, US GAAP, Financial Accounting, Tax, Corporate Tax, Financial Statements, General Ledger, Financial Reporting, Internal Controls
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2016
Bachelor's degree, Accounting and Finance
Bergen Community College 2012 — 2013
Associate's Degree, Accounting
Guggenheim Partners September 2015 - Present
Wells Fargo June 2015 - August 2015
Wiss & Company, LLP August 2014 - May 2015
Mark M. Radin P.C. CPA January 2013 - September 2014
Friedman LLP December 2013 - August 2014
Skills
Accounting, Tax Preparation, QuickBooks, GAAP, US GAAP, Financial Accounting, Tax, Corporate Tax, Financial Statements, General Ledger, Financial Reporting, Internal Controls
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2016
Bachelor's degree, Accounting and Finance
Bergen Community College 2012 — 2013
Associate's Degree, Accounting
Guilain Babs Guilain Babs's Guggenheim Partners Experience June 2015 - June 2015
Job Designer (graphic and web), Photographer, Filmmaker
Industry Fine Art
Experience
Hot Topic July 2015 - Present
Freelancer August 2008 - Present
Skechers June 2015 - June 2015
Guggenheim Partners June 2015 - June 2015
Tsavo Safary Camp August 2014 - March 2015
Business et Finances October 2011 - February 2015
Phoenix Safaris (k) Ltd September 2013 - August 2014
Skills
Photoshop, Illustration, Illustrator, Adobe Creative Suite, Final Cut Pro, Video Editing, Video Production, Advertising, Editing, Social Media, Art, Photography, Fine Art, Visual Arts, Drawing, Painting, Storyboarding, Graphic Design, Digital Photography, Art Direction, After Effects, Mac, Web Design
Education
Curtin University of Technology 2007 — 2011
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Universiti Teknologi Kreatif Limkokwing 2007 — 2008
Foundation degree, Communication and Media Studies
Hot Topic July 2015 - Present
Freelancer August 2008 - Present
Skechers June 2015 - June 2015
Guggenheim Partners June 2015 - June 2015
Tsavo Safary Camp August 2014 - March 2015
Business et Finances October 2011 - February 2015
Phoenix Safaris (k) Ltd September 2013 - August 2014
Skills
Photoshop, Illustration, Illustrator, Adobe Creative Suite, Final Cut Pro, Video Editing, Video Production, Advertising, Editing, Social Media, Art, Photography, Fine Art, Visual Arts, Drawing, Painting, Storyboarding, Graphic Design, Digital Photography, Art Direction, After Effects, Mac, Web Design
Education
Curtin University of Technology 2007 — 2011
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Universiti Teknologi Kreatif Limkokwing 2007 — 2008
Foundation degree, Communication and Media Studies
Serge Derby's Guggenheim Partners Experience July 2013 - July 2013
Job CoFounder & CoCEO of Zyp
Industry Computer Software
Experience
Zyp, LLC November 2013 - Present
Atlas Holdings LLC June 2014 - August 2014
Atlas Holdings LLC January 2014 - January 2014
Guggenheim Partners July 2013 - July 2013
Atlas Holdings LLC June 2013 - June 2013
Vineyard Vines June 2012 - August 2012
Vineyard Vines July 2011 - August 2011
Vineyard Vines July 2010 - August 2010
Bobby Van's Steakhouse July 2009 - August 2009
Hayground Camp July 2007 - August 2007
Skills
Microsoft Excel, Start-ups, Invision, Photoshop, Sketch 3, Balsamiq Mockups, Google Apps, User Experience Design, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Social Media, Training, Research, Sales, Pixate, Trello, Asana, Wunderlist
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Major in Economics-Finance, Minor in Entrepreneurial Studies, Concentration in Management, GPA 3.56
Suffield Academy 2007 — 2011
High School
Zyp, LLC November 2013 - Present
Atlas Holdings LLC June 2014 - August 2014
Atlas Holdings LLC January 2014 - January 2014
Guggenheim Partners July 2013 - July 2013
Atlas Holdings LLC June 2013 - June 2013
Vineyard Vines June 2012 - August 2012
Vineyard Vines July 2011 - August 2011
Vineyard Vines July 2010 - August 2010
Bobby Van's Steakhouse July 2009 - August 2009
Hayground Camp July 2007 - August 2007
Skills
Microsoft Excel, Start-ups, Invision, Photoshop, Sketch 3, Balsamiq Mockups, Google Apps, User Experience Design, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Social Media, Training, Research, Sales, Pixate, Trello, Asana, Wunderlist
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Major in Economics-Finance, Minor in Entrepreneurial Studies, Concentration in Management, GPA 3.56
Suffield Academy 2007 — 2011
High School
Kevin Pence's Guggenheim Partners Experience 2012 - 2012
Job Freelance Graphic Designer
Industry Design
Experience
Kevin A. Pence Freelance Design June 2007 - Present
Well Rounded Gent May 2014 - July 2014
Hyatt Hotels Corporation February 2014 - May 2014
Listen Loft December 2012 - February 2013
JWT 2013 - 2013
Guggenheim Partners 2012 - 2012
Guggenheim Partners 2012 - 2012
The Jayne Agency (Freelance August 2011 - August 2011
Dick Blick Art Supplies March 2011 - July 2011
The Zocalo Group March 2011 - March 2011
Skills
Adobe Creative Suite, Microsoft Office, Apple Software, Graphic Design, Critical Thinking, InDesign, Illustrator, Typography, Layout, Web Design, Logo Design, Photoshop, Mac, Visual Communication, Dreamweaver, Photography, Adobe Acrobat, Illustration, Final Cut Pro, Advertising, Corporate Identity, Graphics, Art Direction, User Interface Design, Posters, Social Networking
Education
Bowling Green State University 2007 — 2010
Visual Communication, Print Production, Interactive Media, Sustainable Graphic Design
Bowling Green State University 2007 — 2010
Bachelors of Science, Visual Communication
Kevin A. Pence Freelance Design June 2007 - Present
Well Rounded Gent May 2014 - July 2014
Hyatt Hotels Corporation February 2014 - May 2014
Listen Loft December 2012 - February 2013
JWT 2013 - 2013
Guggenheim Partners 2012 - 2012
Guggenheim Partners 2012 - 2012
The Jayne Agency (Freelance August 2011 - August 2011
Dick Blick Art Supplies March 2011 - July 2011
The Zocalo Group March 2011 - March 2011
Skills
Adobe Creative Suite, Microsoft Office, Apple Software, Graphic Design, Critical Thinking, InDesign, Illustrator, Typography, Layout, Web Design, Logo Design, Photoshop, Mac, Visual Communication, Dreamweaver, Photography, Adobe Acrobat, Illustration, Final Cut Pro, Advertising, Corporate Identity, Graphics, Art Direction, User Interface Design, Posters, Social Networking
Education
Bowling Green State University 2007 — 2010
Visual Communication, Print Production, Interactive Media, Sustainable Graphic Design
Bowling Green State University 2007 — 2010
Bachelors of Science, Visual Communication
Stephen Koenig Stephen Koenig's Guggenheim Partners Experience June 2014 - Present
Job Credit Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2014 - Present
Guggenheim Partners June 2013 - August 2013
Voice Male Magazine June 2011 - July 2011
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Anthropology
Tuck Business Bridge Program
Guggenheim Partners June 2014 - Present
Guggenheim Partners June 2013 - August 2013
Voice Male Magazine June 2011 - July 2011
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Anthropology
Tuck Business Bridge Program
Jeffrey Goldman's Guggenheim Partners Experience June 2012 - March 2013
Job Assistant Vice President at Investors Bank
Industry Financial Services
Experience
Investors Bank July 2013 - Present
Guggenheim Partners June 2012 - March 2013
WAFRA Investment Advisory Group June 2011 - June 2012
Arbor Realty Trust July 2007 - January 2009
Education
New York University 2010 — 2012
M.S., Real Estate Finance
Boston University 2002 — 2006
Bachelor of Science (B.S.), Communication, General
Investors Bank July 2013 - Present
Guggenheim Partners June 2012 - March 2013
WAFRA Investment Advisory Group June 2011 - June 2012
Arbor Realty Trust July 2007 - January 2009
Education
New York University 2010 — 2012
M.S., Real Estate Finance
Boston University 2002 — 2006
Bachelor of Science (B.S.), Communication, General
David Duncan's Guggenheim Partners Experience December 2001 - October 2003
Job Real Estate Executive with Emphasis in Lodging
Industry Real Estate
Experience
Duncan Ventures, Inc. September 2014 - Present
Denihan Hospitality Group April 2014 - August 2014
Denihan Hospitality Group January 2012 - April 2014
Denihan Hospitality Group September 2003 - January 2012
Guggenheim Partners December 2001 - October 2003
GE Capital January 1998 - December 2000
Ernst & Young January 1987 - December 1997
Education
Western Michigan University 1981 — 1985
BS
Boston College
Carroll School of Management adjunct professor
Duncan Ventures, Inc. September 2014 - Present
Denihan Hospitality Group April 2014 - August 2014
Denihan Hospitality Group January 2012 - April 2014
Denihan Hospitality Group September 2003 - January 2012
Guggenheim Partners December 2001 - October 2003
GE Capital January 1998 - December 2000
Ernst & Young January 1987 - December 1997
Education
Western Michigan University 1981 — 1985
BS
Boston College
Carroll School of Management adjunct professor
Hillary Wasserman Hillary Wasserman's Guggenheim Partners Experience June 2013 - August 2013
Job Associate at Group Gordon
Industry Public Relations and Communications
Experience
Group Gordon June 2014 - Present
APCO Worldwide September 2013 - May 2014
Guggenheim Partners June 2013 - August 2013
The Dershowitz Group June 2012 - August 2012
Broadcasting Board of Governors September 2011 - December 2011
Skills
Blogging, Facebook, Public Relations, Twitter, Event Planning, Foreign Policy, Cision, Corporate Communications, Media Relations, AP Style, Media Pitches, Media Monitoring, Microsoft Office, Photoshop, foursquare, Prezi, SharePoint, Factiva, Financial Communications, Public Speaking
Education
American University 2010 — 2014
Bachelor's Degree, International Relations and Affairs
King's College London, U. of London 2013 — 2013
Study Abroad: War Studies, History, Geography
Group Gordon June 2014 - Present
APCO Worldwide September 2013 - May 2014
Guggenheim Partners June 2013 - August 2013
The Dershowitz Group June 2012 - August 2012
Broadcasting Board of Governors September 2011 - December 2011
Skills
Blogging, Facebook, Public Relations, Twitter, Event Planning, Foreign Policy, Cision, Corporate Communications, Media Relations, AP Style, Media Pitches, Media Monitoring, Microsoft Office, Photoshop, foursquare, Prezi, SharePoint, Factiva, Financial Communications, Public Speaking
Education
American University 2010 — 2014
Bachelor's Degree, International Relations and Affairs
King's College London, U. of London 2013 — 2013
Study Abroad: War Studies, History, Geography
David Huntzinger David Huntzinger's Guggenheim Partners Experience May 2010 - August 2010
Job Floating Assistant at William Morris Endeavor
Industry Entertainment
Experience
William Morris Endeavor 2015 - Present
Baylor University Athletic Department 2012 - 2014
Guggenheim Partners May 2010 - August 2010
Skills
Brand Development, Promotions, Entertainment Management, Public Speaking, Social Dynamics, Social Networking, Website Development, Microsoft Office, SAP, Bloomberg Software, Facebook
Education
Baylor University - Hankamer School of Business 2012 — 2014
Bachelor of Business Administration (BBA), Brand Engagement & Promotion, 3.8
William Morris Endeavor 2015 - Present
Baylor University Athletic Department 2012 - 2014
Guggenheim Partners May 2010 - August 2010
Skills
Brand Development, Promotions, Entertainment Management, Public Speaking, Social Dynamics, Social Networking, Website Development, Microsoft Office, SAP, Bloomberg Software, Facebook
Education
Baylor University - Hankamer School of Business 2012 — 2014
Bachelor of Business Administration (BBA), Brand Engagement & Promotion, 3.8
Jake Hirsch Jake Hirsch's Guggenheim Partners Experience May 2013 - Present
Job Legal Intern at Guggenheim Partners
Industry Law Practice
Experience
Guggenheim Partners May 2013 - Present
Goldstein Hall PLLC January 2013 - May 2013
New York State Housing Finance Agency/State of New York Mortgage Agency September 2012 - December 2012
Honorable Edward O’Connor, Hudson County Superior Court, Civil Division June 2012 - August 2012
Robert K. Young & Associates, P.C. June 2011 - August 2011
Opus Trading Fund LLC June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access
Education
Brooklyn Law School 2011 — 2014
Doctor of Law (J.D.)
Binghamton University 2007 — 2011
Bachelor of Arts, Economics
Guggenheim Partners May 2013 - Present
Goldstein Hall PLLC January 2013 - May 2013
New York State Housing Finance Agency/State of New York Mortgage Agency September 2012 - December 2012
Honorable Edward O’Connor, Hudson County Superior Court, Civil Division June 2012 - August 2012
Robert K. Young & Associates, P.C. June 2011 - August 2011
Opus Trading Fund LLC June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access
Education
Brooklyn Law School 2011 — 2014
Doctor of Law (J.D.)
Binghamton University 2007 — 2011
Bachelor of Arts, Economics
Gil Golan's Guggenheim Partners Experience September 2014 - October 2014
Job Seeking new opportunity
Industry Financial Services
Experience
TR Capital Management LLC January 2015 - April 2015
Guggenheim Partners September 2014 - October 2014
UnitedLex Corporation 2013 - 2014
Credit Suisse 2012 - 2012
Credit Suisse 2004 - 2011
Credit Suisse November 2003 - February 2004
Arthur Andersen LLP June 2000 - June 2002
The New York Times Company January 1997 - August 1999
Macy's October 1994 - January 1997
Skills
Investment Banking, Fixed Income, Distressed Debt, Distressed Bank Debt, Bankruptcy Trade Claims, Portfolio Management, Capital Markets, Equities, ISDA, Hedge Funds, Compliance, Strategic Planning, Financial Modeling, Leadership, Process Improvement, Project Management, International Tax, Banking, Derivatives, Credit Derivatives, Equity Derivatives, Structured Products, Private Banking, Analysis
Education
Fordham University School of Law
Doctor of Law (JD)
University of Maryland College Park
Master of Business Administration (M.B.A.), Finance and International Business
Boston University
Bachelor of Arts (B.A.), Economics
Ramaz
TR Capital Management LLC January 2015 - April 2015
Guggenheim Partners September 2014 - October 2014
UnitedLex Corporation 2013 - 2014
Credit Suisse 2012 - 2012
Credit Suisse 2004 - 2011
Credit Suisse November 2003 - February 2004
Arthur Andersen LLP June 2000 - June 2002
The New York Times Company January 1997 - August 1999
Macy's October 1994 - January 1997
Skills
Investment Banking, Fixed Income, Distressed Debt, Distressed Bank Debt, Bankruptcy Trade Claims, Portfolio Management, Capital Markets, Equities, ISDA, Hedge Funds, Compliance, Strategic Planning, Financial Modeling, Leadership, Process Improvement, Project Management, International Tax, Banking, Derivatives, Credit Derivatives, Equity Derivatives, Structured Products, Private Banking, Analysis
Education
Fordham University School of Law
Doctor of Law (JD)
University of Maryland College Park
Master of Business Administration (M.B.A.), Finance and International Business
Boston University
Bachelor of Arts (B.A.), Economics
Ramaz
Jacob Weiss's Guggenheim Partners Experience June 2014 - August 2014
Job Summer Associate at PwC Consulting
Industry Sports
Experience
PwC June 2015 - Present
PwC Scholars Program May 2014 - May 2015
WHRW September 2012 - May 2015
Ignite Competition September 2013 - February 2015
Guggenheim Partners June 2014 - August 2014
PwC Scholars May 2013 - May 2014
Competitive Solutions, Inc. June 2013 - December 2013
PwC Scholars September 2012 - May 2013
Ignite Competition September 2012 - February 2013
National Ramah Commission June 2012 - August 2012
Skills
Public Speaking, Presentations, Delegation, Leadership, Communication, Marketing Strategy, Marketing Communications, Networking, Time Management, Teamwork, Event Planning, Fundraising, Research, Facebook, Advertising, Microsoft Office, Strategy, Critical Thinking, Marketing, Nonprofits, Valuation, PowerPoint, Microsoft Excel
Education
Binghamton University 2012 — 2016
Bachelor of Science (BS), Finance
Horace Greeley High School 2008 — 2012
High School Diploma
PwC June 2015 - Present
PwC Scholars Program May 2014 - May 2015
WHRW September 2012 - May 2015
Ignite Competition September 2013 - February 2015
Guggenheim Partners June 2014 - August 2014
PwC Scholars May 2013 - May 2014
Competitive Solutions, Inc. June 2013 - December 2013
PwC Scholars September 2012 - May 2013
Ignite Competition September 2012 - February 2013
National Ramah Commission June 2012 - August 2012
Skills
Public Speaking, Presentations, Delegation, Leadership, Communication, Marketing Strategy, Marketing Communications, Networking, Time Management, Teamwork, Event Planning, Fundraising, Research, Facebook, Advertising, Microsoft Office, Strategy, Critical Thinking, Marketing, Nonprofits, Valuation, PowerPoint, Microsoft Excel
Education
Binghamton University 2012 — 2016
Bachelor of Science (BS), Finance
Horace Greeley High School 2008 — 2012
High School Diploma
Alex Thomas Alex Thomas's Guggenheim Partners Experience June 2013 - Present
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2013 - Present
TD Bank May 2012 - August 2012
Office of Student Fellowships and Research June 2011 - December 2011
Self Employed Landscaper June 2007 - August 2010
Fran O'leary Soccer Camps July 2010 - July 2010
Skills
Economics, Finance, Microsoft Excel
Education
Bowdoin College 2009 — 2013
Bachelor of Arts, Economics and Mathematics
Danish Institute for Study Abroad (DIS) 2012 — 2012
Economics
Greely High School 2005 — 2009
Guggenheim Partners June 2013 - Present
TD Bank May 2012 - August 2012
Office of Student Fellowships and Research June 2011 - December 2011
Self Employed Landscaper June 2007 - August 2010
Fran O'leary Soccer Camps July 2010 - July 2010
Skills
Economics, Finance, Microsoft Excel
Education
Bowdoin College 2009 — 2013
Bachelor of Arts, Economics and Mathematics
Danish Institute for Study Abroad (DIS) 2012 — 2012
Economics
Greely High School 2005 — 2009
Mohamed Elzaghl Mohamed Elzaghl's Guggenheim Partners Experience May 2013 - April 2015
Job Desktop Management and Support
Industry Information Technology and Services
Experience
Alphadyne Asset Management April 2015 - Present
Guggenheim Partners May 2013 - April 2015
Juvenile Diabetes Research Foundation August 2011 - February 2013
Elzaghl Inc. January 2011 - August 2011
JPMorgan Chase & Co. March 2010 - December 2010
JPMorgan Chase & Co. December 2008 - March 2010
Elzaghl Inc. January 2008 - December 2008
Bear Stearns & Company May 2006 - December 2007
Staples February 2006 - May 2006
Skills
VMware, Photoshop, Windows 7, Microsoft Office 2007, Windows XP Pro, Windows Vista, Android, Desktop Computers, Laptops, Tablets, Smartphones, Blackberry, Printers, Scanners, Microsoft Office 2003, Macro, Office 2010, Reuters, Bloomberg, Adobe Acrobat, Camtasia, SnagIt, Symantec Endpoint..., Ghost Imaging, Peregrine, Remedy Ticketing System, Internet Explorer, Firefox, iMacros, Google Chrome, Safari, Blue Hornet, Convio, Cisco VPN, WebEx, CRM, LogMeIn
Education
Cairo University 1993 — 1998
Bachelor of Science, Plant Pathology
Alphadyne Asset Management April 2015 - Present
Guggenheim Partners May 2013 - April 2015
Juvenile Diabetes Research Foundation August 2011 - February 2013
Elzaghl Inc. January 2011 - August 2011
JPMorgan Chase & Co. March 2010 - December 2010
JPMorgan Chase & Co. December 2008 - March 2010
Elzaghl Inc. January 2008 - December 2008
Bear Stearns & Company May 2006 - December 2007
Staples February 2006 - May 2006
Skills
VMware, Photoshop, Windows 7, Microsoft Office 2007, Windows XP Pro, Windows Vista, Android, Desktop Computers, Laptops, Tablets, Smartphones, Blackberry, Printers, Scanners, Microsoft Office 2003, Macro, Office 2010, Reuters, Bloomberg, Adobe Acrobat, Camtasia, SnagIt, Symantec Endpoint..., Ghost Imaging, Peregrine, Remedy Ticketing System, Internet Explorer, Firefox, iMacros, Google Chrome, Safari, Blue Hornet, Convio, Cisco VPN, WebEx, CRM, LogMeIn
Education
Cairo University 1993 — 1998
Bachelor of Science, Plant Pathology
Theodore Hanno, CPA's Guggenheim Partners Experience June 2014 - Present
Job Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners June 2014 - Present
TA Associates Realty February 2011 - May 2014
Hands On Disaster Response February 2010 - May 2010
Caturano and Company September 2007 - August 2009
United States Securities and Exchange Commission September 2005 - January 2006
Boston College Accounting Department February 2004 - May 2005
Skills
Auditing, Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, Financial Statements, Internal Audit, Analysis, Management, Microsoft Excel, GAAP, US GAAP
Education
Boston College
Bachelor of Science (BS), Accounting
Isenberg School of Management, UMass Amherst
MSA, Accounting
Guggenheim Partners June 2014 - Present
TA Associates Realty February 2011 - May 2014
Hands On Disaster Response February 2010 - May 2010
Caturano and Company September 2007 - August 2009
United States Securities and Exchange Commission September 2005 - January 2006
Boston College Accounting Department February 2004 - May 2005
Skills
Auditing, Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, Financial Statements, Internal Audit, Analysis, Management, Microsoft Excel, GAAP, US GAAP
Education
Boston College
Bachelor of Science (BS), Accounting
Isenberg School of Management, UMass Amherst
MSA, Accounting
Brian Nelson's Guggenheim Partners Experience May 2014 - Present
Job Investment Banking Associate at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners May 2014 - Present
Education
UCLA Anderson School of Management 2008 — 2011
MBA, Finance
Brown University 1997 — 2001
BA, Economics
Guggenheim Partners May 2014 - Present
Education
UCLA Anderson School of Management 2008 — 2011
MBA, Finance
Brown University 1997 — 2001
BA, Economics
Hudson Collins Hudson Collins's Guggenheim Partners Experience June 2010 - July 2010
Job Analyst at MVision Private Equity Advisers
Industry Financial Services
Experience
MVision Private Equity Advisers April 2015 - Present
McColl Partners June 2012 - February 2015
Barclays Capital June 2011 - August 2011
Guggenheim Partners June 2010 - July 2010
The White House May 2008 - July 2008
Skills
Equities, Investment Banking, Mergers & Acquisitions, Due Diligence, Investments, Trading, ABS, Microsoft Excel, Financial Risk, Financial Analysis, Financial Modeling, PowerPoint
Education
Brown University 2007 — 2011
Bachelor of Arts (B.A.), History
Blair Academy 2005 — 2007
MVision Private Equity Advisers April 2015 - Present
McColl Partners June 2012 - February 2015
Barclays Capital June 2011 - August 2011
Guggenheim Partners June 2010 - July 2010
The White House May 2008 - July 2008
Skills
Equities, Investment Banking, Mergers & Acquisitions, Due Diligence, Investments, Trading, ABS, Microsoft Excel, Financial Risk, Financial Analysis, Financial Modeling, PowerPoint
Education
Brown University 2007 — 2011
Bachelor of Arts (B.A.), History
Blair Academy 2005 — 2007
Satyanandam Gullapudi Satyanandam Gullapudi's Guggenheim Partners Experience July 2015 - Present
Job Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
Bloomberg L.P September 2011 - July 2015
Bloomberg August 2005 - February 2012
Lucent Technologies June 2001 - June 2005
Infosys Technologies Ltd November 1997 - June 2001
Skills
C/C++ STL, Perl/Shell scripting, Performance Tuning, Java, Parallel Algorithms, Unix, Financial Modeling, Low Latency, Trading Systems, Multithreading, High Performance..., XML, TCP/IP, Distributed Systems, Perl, Linux, Derivatives, Design Patterns, Enterprise Software, Solaris, SNMP, Object Oriented Design, Market Data, Reference Data, Databases, Architectures, C++, Shell Scripting, Electronic Trading, Embedded Systems, R, Algorithms
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
MSFE, Financial Engineering
Jawaharlal Nehru Technological University 1993 — 1997
B.Tech, Electronics and Telecommunications
Guggenheim Partners July 2015 - Present
Bloomberg L.P September 2011 - July 2015
Bloomberg August 2005 - February 2012
Lucent Technologies June 2001 - June 2005
Infosys Technologies Ltd November 1997 - June 2001
Skills
C/C++ STL, Perl/Shell scripting, Performance Tuning, Java, Parallel Algorithms, Unix, Financial Modeling, Low Latency, Trading Systems, Multithreading, High Performance..., XML, TCP/IP, Distributed Systems, Perl, Linux, Derivatives, Design Patterns, Enterprise Software, Solaris, SNMP, Object Oriented Design, Market Data, Reference Data, Databases, Architectures, C++, Shell Scripting, Electronic Trading, Embedded Systems, R, Algorithms
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
MSFE, Financial Engineering
Jawaharlal Nehru Technological University 1993 — 1997
B.Tech, Electronics and Telecommunications
Brian Safstrom Brian Safstrom's Guggenheim Partners Experience June 2014 - Present
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2014 - Present
Guggenheim Partners June 2013 - August 2013
BECU May 2012 - August 2012
Education
Amherst College 2010 — 2014
Economics, Mathematics
Phillips Academy Andover 2007 — 2010
Guggenheim Partners June 2014 - Present
Guggenheim Partners June 2013 - August 2013
BECU May 2012 - August 2012
Education
Amherst College 2010 — 2014
Economics, Mathematics
Phillips Academy Andover 2007 — 2010
Latesha Murray Latesha Murray's Guggenheim Partners Experience January 2015 - April 2015
Job Office Management/Executive Assistant/Sales Assistant/Currently Pursuing a Master’s in Leadership/HR
Industry Information Technology and Services
Experience
Guggenheim Partners January 2015 - April 2015
IBM April 2011 - April 2014
Equifax Marketing Services October 2010 - February 2011
IBM Canada Ltd. October 2001 - November 2009
Skills
Microsoft Office, Analysis, Outlook, Lotus Notes, Visio, Access, Software Documentation, Customer Service, Project Coordination, Administrative..., Salesforce.com, Project Management, Process Improvement, Leadership, Proposal Writing, Microsoft Excel, Marketing, Office Management, PeopleSoft, Vendor Management, Management, Administration, Sales Operations, Time Management, Communication, PowerPoint, Training
Education
The George Washington University 2015 — 2018
Master’s Degree, Paralegal
Bellevue University 2008 — 2009
BS, Management, Management
American InterContinental University 2008 — 2008
AABA (Associate of Arts Degree in Business Administration), Business Administration
Dallas County Community College 2000 — 2004
Associate’s Degree, Legal Studies, General Studies/Gaphic Design
MBTI Business Training Institute 1993 — 1994
Administrative Assistant and Secretarial Science, General
Guggenheim Partners January 2015 - April 2015
IBM April 2011 - April 2014
Equifax Marketing Services October 2010 - February 2011
IBM Canada Ltd. October 2001 - November 2009
Skills
Microsoft Office, Analysis, Outlook, Lotus Notes, Visio, Access, Software Documentation, Customer Service, Project Coordination, Administrative..., Salesforce.com, Project Management, Process Improvement, Leadership, Proposal Writing, Microsoft Excel, Marketing, Office Management, PeopleSoft, Vendor Management, Management, Administration, Sales Operations, Time Management, Communication, PowerPoint, Training
Education
The George Washington University 2015 — 2018
Master’s Degree, Paralegal
Bellevue University 2008 — 2009
BS, Management, Management
American InterContinental University 2008 — 2008
AABA (Associate of Arts Degree in Business Administration), Business Administration
Dallas County Community College 2000 — 2004
Associate’s Degree, Legal Studies, General Studies/Gaphic Design
MBTI Business Training Institute 1993 — 1994
Administrative Assistant and Secretarial Science, General
Matthew Petrucci, CPA Matthew Petrucci, CPA's Guggenheim Partners Experience August 2015 - Present
Job Fund Accountant at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners August 2015 - Present
PwC July 2012 - July 2015
Beta Alpha Psi - Theta Rho Chapter May 2011 - May 2012
Broome County Department of Social Services January 2012 - April 2012
Skills
Accounting, Auditing, Financial Accounting, Financial Reporting
Education
Binghamton University - School of Management 2007 — 2012
Masters, Accounting
Guggenheim Partners August 2015 - Present
PwC July 2012 - July 2015
Beta Alpha Psi - Theta Rho Chapter May 2011 - May 2012
Broome County Department of Social Services January 2012 - April 2012
Skills
Accounting, Auditing, Financial Accounting, Financial Reporting
Education
Binghamton University - School of Management 2007 — 2012
Masters, Accounting
Raisa Gorelik-Liberman's Guggenheim Partners Experience September 2009 - May 2014
Job Information Wall Senior Compliance Manager at Freddie Mac
Industry Financial Services
Experience
Freddie Mac May 2014 - Present
Guggenheim Partners September 2009 - May 2014
Bank of America 2005 - 2009
Societe Generale September 2003 - February 2005
Morgan Stanley May 2000 - September 2003
Skills
Capital Markets, Investment Banking, Securities, FINRA, Fixed Income, Equities, Hedge Funds, Conflict Management, Equity Research, Information Barriers, Emerging Markets, Mergers, ABS, Derivatives, AML, Fixed Income Research, Mortgage Servicing, Mortgage Industry
Education
Brooklyn Law School 1996 — 1999
JD, Law
Boston University 1992 — 1996
Bachelor of Sciences, Magna Cum Laude, Double Major: Psychology/ Russian Studies and Literature
Freddie Mac May 2014 - Present
Guggenheim Partners September 2009 - May 2014
Bank of America 2005 - 2009
Societe Generale September 2003 - February 2005
Morgan Stanley May 2000 - September 2003
Skills
Capital Markets, Investment Banking, Securities, FINRA, Fixed Income, Equities, Hedge Funds, Conflict Management, Equity Research, Information Barriers, Emerging Markets, Mergers, ABS, Derivatives, AML, Fixed Income Research, Mortgage Servicing, Mortgage Industry
Education
Brooklyn Law School 1996 — 1999
JD, Law
Boston University 1992 — 1996
Bachelor of Sciences, Magna Cum Laude, Double Major: Psychology/ Russian Studies and Literature
Sabina Nyckowski's Guggenheim Partners Experience January 2014 - April 2015
Job Experienced Finance Professional
Industry Financial Services
Experience
Baron Fig May 2015 - August 2015
Guggenheim Partners January 2014 - April 2015
Guggenheim Partners December 2011 - January 2014
Levitt Capital September 2010 - December 2011
Espirito Santo Investment 2009 - 2010
Merrill Lynch 2008 - 2009
UBS 2007 - 2008
Other Work Experience July 2003 - March 2007
Skills
Investments, Portfolio Management, Equity Research, Financial Modeling, Due Diligence, Trading, Strategy, Valuation, IPO, Bloomberg, CRM, Market Research, Corporate Finance, Capital Markets, Asset Management, Mutual Funds, Emerging Markets, Alternative Investments, Investment Banking, Financial Analysis, Equities, Financial Markets, Private Equity, Derivatives, Mergers & Acquisitions, Securities, Venture Capital, Structured Finance
Education
New York University 2014 — 2017
Master of Business Administration (M.B.A.)
Bradley University 2002 — 2005
Bachelor of Science (B.S.), Communications
Lorenzo de Medici, Florence, Italy
Baron Fig May 2015 - August 2015
Guggenheim Partners January 2014 - April 2015
Guggenheim Partners December 2011 - January 2014
Levitt Capital September 2010 - December 2011
Espirito Santo Investment 2009 - 2010
Merrill Lynch 2008 - 2009
UBS 2007 - 2008
Other Work Experience July 2003 - March 2007
Skills
Investments, Portfolio Management, Equity Research, Financial Modeling, Due Diligence, Trading, Strategy, Valuation, IPO, Bloomberg, CRM, Market Research, Corporate Finance, Capital Markets, Asset Management, Mutual Funds, Emerging Markets, Alternative Investments, Investment Banking, Financial Analysis, Equities, Financial Markets, Private Equity, Derivatives, Mergers & Acquisitions, Securities, Venture Capital, Structured Finance
Education
New York University 2014 — 2017
Master of Business Administration (M.B.A.)
Bradley University 2002 — 2005
Bachelor of Science (B.S.), Communications
Lorenzo de Medici, Florence, Italy
Dmitriy Kan's Guggenheim Partners Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - August 2015
National Securities February 2014 - April 2014
Tamos Education June 2013 - July 2013
Skills
Microsoft Excel, Public Speaking, Data Analysis, Bloomberg Professional, Thomson Reuters, Financial Analysis, Valuation, Financial Modeling
Education
City University of New York-Baruch College 2013 — 2016
Finance and Investments, 3.9/4.0
University of Miami 2012 — 2013
Management
Guggenheim Partners June 2015 - August 2015
National Securities February 2014 - April 2014
Tamos Education June 2013 - July 2013
Skills
Microsoft Excel, Public Speaking, Data Analysis, Bloomberg Professional, Thomson Reuters, Financial Analysis, Valuation, Financial Modeling
Education
City University of New York-Baruch College 2013 — 2016
Finance and Investments, 3.9/4.0
University of Miami 2012 — 2013
Management
Lauren Barglowski Lauren Barglowski's Guggenheim Partners Experience June 2010 - August 2010
Job Financial Analyst at Apple
Industry Financial Services
Experience
Apple May 2015 - Present
Apple August 2013 - May 2015
Orfalea College of Business, Cal Poly San Luis Obispo March 2010 - June 2013
Apple June 2012 - August 2012
Apple June 2011 - August 2011
Guggenheim Partners June 2010 - August 2010
Total Body Fitness, Inc June 2006 - August 2009
Skills
Project Planning, Accounts Payable, Access, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Modeling, QuickBooks, Financial Analysis, Fundraising, Social Media, Event Planning, Training, Management, Leadership
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
BS, Business, Finance, Economics, Magna Cum Laude
Università degli Studi di Torino, Torino, Italy 2011 — 2011
Oak Park High School 2005 — 2009
Apple May 2015 - Present
Apple August 2013 - May 2015
Orfalea College of Business, Cal Poly San Luis Obispo March 2010 - June 2013
Apple June 2012 - August 2012
Apple June 2011 - August 2011
Guggenheim Partners June 2010 - August 2010
Total Body Fitness, Inc June 2006 - August 2009
Skills
Project Planning, Accounts Payable, Access, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Modeling, QuickBooks, Financial Analysis, Fundraising, Social Media, Event Planning, Training, Management, Leadership
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
BS, Business, Finance, Economics, Magna Cum Laude
Università degli Studi di Torino, Torino, Italy 2011 — 2011
Oak Park High School 2005 — 2009
Daniel Caffarelli's Guggenheim Partners Experience 2012 - May 2014
Job Chief Compliance Officer & Legal Counsel for Metacapital Management
Industry Investment Management
Experience
Metacapital Management, L.P. June 2014 - Present
Guggenheim Partners 2012 - May 2014
Guggenheim Partners 2003 - 2012
Clifford Chance LLP 2001 - 2003
Thacher Proffitt & Wood LLP 1999 - 2001
Education
Boston University School of Law 1996 — 1999
Juris Doctor (J.D.)
Cornell University 1992 — 1996
Bachelor of Arts (B.A.) with distinction in all subjects, Government
Metacapital Management, L.P. June 2014 - Present
Guggenheim Partners 2012 - May 2014
Guggenheim Partners 2003 - 2012
Clifford Chance LLP 2001 - 2003
Thacher Proffitt & Wood LLP 1999 - 2001
Education
Boston University School of Law 1996 — 1999
Juris Doctor (J.D.)
Cornell University 1992 — 1996
Bachelor of Arts (B.A.) with distinction in all subjects, Government
Steve Jaffe's Guggenheim Partners Experience October 2011 - Present
Job Director at Guggenheim Partners
Industry Banking
Experience
Guggenheim Partners October 2011 - Present
TD Securities September 2009 - September 2011
JPMorgan November 2003 - September 2009
Shore Shuttles February 2005 - September 2007
Brown Brothers Harriman October 2000 - October 2003
Allegiance Telecom 2000 - 2001
Skills
Fixed Income, Portfolio Management, Series 7, Capital Markets, Derivatives, Risk Management, Asset Managment, Valuation, Investments, Due Diligence, Private Equity, Finance, Securities, Bonds
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA, Marketing
Boston University 1996 — 2000
BA, International Relations
Guggenheim Partners October 2011 - Present
TD Securities September 2009 - September 2011
JPMorgan November 2003 - September 2009
Shore Shuttles February 2005 - September 2007
Brown Brothers Harriman October 2000 - October 2003
Allegiance Telecom 2000 - 2001
Skills
Fixed Income, Portfolio Management, Series 7, Capital Markets, Derivatives, Risk Management, Asset Managment, Valuation, Investments, Due Diligence, Private Equity, Finance, Securities, Bonds
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA, Marketing
Boston University 1996 — 2000
BA, International Relations
Eric Lowrey, CIRA's Guggenheim Partners Experience October 2013 - July 2014
Job
Industry Management Consulting
Experience
Guggenheim Partners October 2013 - July 2014
Jefferies LLC April 2009 - August 2012
Blueknight Energy Partners, LP August 2008 - April 2009
Deutsche Bank August 2007 - July 2008
New Harbor Incorporated February 2000 - May 2005
Ridgewood Country Club, LLC September 1997 - January 2000
Barclays Investment Bank August 1995 - August 1997
Skills
Valuation, Investment Banking, Financial Modeling, Private Equity, Mergers & Acquisitions, Restructuring, Capital Markets, Leveraged Finance, Distressed Debt, Distressed M&A, Corporate Finance, Equities, Fixed Income, Credit, Power Utilities, Merchant Generation, Debt Restructuring, Business Strategy, Due Diligence, Strategy, Credit Risk, Hedge Funds
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (M.B.A.), Finance & Management, GPA: 3.8/4.0, GMAT: 750 (99th Percentile)
Boston College
Bachelor's Degree, Economics, GPA: 3.6/4.0
London School of Economics and Political Science
Economics
Guggenheim Partners October 2013 - July 2014
Jefferies LLC April 2009 - August 2012
Blueknight Energy Partners, LP August 2008 - April 2009
Deutsche Bank August 2007 - July 2008
New Harbor Incorporated February 2000 - May 2005
Ridgewood Country Club, LLC September 1997 - January 2000
Barclays Investment Bank August 1995 - August 1997
Skills
Valuation, Investment Banking, Financial Modeling, Private Equity, Mergers & Acquisitions, Restructuring, Capital Markets, Leveraged Finance, Distressed Debt, Distressed M&A, Corporate Finance, Equities, Fixed Income, Credit, Power Utilities, Merchant Generation, Debt Restructuring, Business Strategy, Due Diligence, Strategy, Credit Risk, Hedge Funds
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (M.B.A.), Finance & Management, GPA: 3.8/4.0, GMAT: 750 (99th Percentile)
Boston College
Bachelor's Degree, Economics, GPA: 3.6/4.0
London School of Economics and Political Science
Economics
Rimpal Kumar, CPA's Guggenheim Partners Experience January 2010 - Present
Job Experienced Financial Accountant with extensive experience in auditing
Industry Accounting
Experience
Guggenheim Partners January 2010 - Present
Price Waterhouse Coopers August 2007 - December 2009
Margolin, Winer & Evans LLP October 2005 - August 2007
New York Life July 2002 - September 2005
BNY Mellon July 1998 - May 2003
Skills
Derivatives, Accounting, Auditing, Fund Accounting, Hedge Funds, Audit, Bookkeeping, Excel, GAAP, US GAAP, Financial Reporting, CPA, Financial Accounting, Internal Controls, SEC filings, Tax, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Accounting
Guggenheim Partners January 2010 - Present
Price Waterhouse Coopers August 2007 - December 2009
Margolin, Winer & Evans LLP October 2005 - August 2007
New York Life July 2002 - September 2005
BNY Mellon July 1998 - May 2003
Skills
Derivatives, Accounting, Auditing, Fund Accounting, Hedge Funds, Audit, Bookkeeping, Excel, GAAP, US GAAP, Financial Reporting, CPA, Financial Accounting, Internal Controls, SEC filings, Tax, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Accounting
Mikel Aizpurua's Guggenheim Partners Experience August 2007 - March 2010
Job Full Stack Web Developer, Entrepreneur, and Investor
Industry Venture Capital & Private Equity
Experience
Wyncode Academy September 2015 - Present
KX Medical January 2011 - Present
DROGUERIA NENA, C.A. August 2010 - Present
Dronena, S.A. January 2012 - Present
Biosintesis January 2013 - Present
Independent July 2012 - Present
Accelerated Growth Partners November 2014 - Present
Listar, Inc. November 2012 - Present
Guggenheim Partners August 2007 - March 2010
Ameriprise Financial Services, Inc. March 2005 - July 2005
Skills
Portfolio Management, Financial Analysis, Investments, Valuation, Financial Modeling, Entrepreneurship, Business Strategy, Mergers, Due Diligence, Strategic Financial..., Equities, Asset Managment, Capital Markets, Asset Allocation, Hedge Funds, Investment Strategies, Forecasting, Venture Capital, Investment Banking, Finance, Series 7, Risk Management, Management Consulting, Strategic Planning, Strategy, Financial Planning, Management, Marketing Strategy, Competitive Analysis, Business Planning, Private Equity, Asset Management, Mergers & Acquisitions
Education
Babson College 2005 — 2006
Bachelor's Degree, Entrepreneurship and Economics, 3.6
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2006 — 2006
Study Abroad, International Business and EU Commerce, A+
Florida International University 2003 — 2004
Bachelor's Degree (Transfer), International Business, 3.7
Eckerd College 2002 — 2002
Diploma, A+
Wyncode Academy September 2015 - Present
KX Medical January 2011 - Present
DROGUERIA NENA, C.A. August 2010 - Present
Dronena, S.A. January 2012 - Present
Biosintesis January 2013 - Present
Independent July 2012 - Present
Accelerated Growth Partners November 2014 - Present
Listar, Inc. November 2012 - Present
Guggenheim Partners August 2007 - March 2010
Ameriprise Financial Services, Inc. March 2005 - July 2005
Skills
Portfolio Management, Financial Analysis, Investments, Valuation, Financial Modeling, Entrepreneurship, Business Strategy, Mergers, Due Diligence, Strategic Financial..., Equities, Asset Managment, Capital Markets, Asset Allocation, Hedge Funds, Investment Strategies, Forecasting, Venture Capital, Investment Banking, Finance, Series 7, Risk Management, Management Consulting, Strategic Planning, Strategy, Financial Planning, Management, Marketing Strategy, Competitive Analysis, Business Planning, Private Equity, Asset Management, Mergers & Acquisitions
Education
Babson College 2005 — 2006
Bachelor's Degree, Entrepreneurship and Economics, 3.6
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2006 — 2006
Study Abroad, International Business and EU Commerce, A+
Florida International University 2003 — 2004
Bachelor's Degree (Transfer), International Business, 3.7
Eckerd College 2002 — 2002
Diploma, A+
Michael Malave's Guggenheim Partners Experience February 2015 - Present
Job Compliance Officer at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners February 2015 - Present
Barclays Capital September 2011 - Present
TD Bank Group March 2011 - September 2011
NYSE Euronext November 2004 - July 2010
NYSE November 2004 - July 2010
NEW YORK STOCK EXCHANGE November 2004 - July 2010
THE AFFILIATES December 2003 - November 2004
EMI CAPITOL MUSIC April 2003 - November 2003
O'SULLIVAN LLP March 2001 - March 2003
AERWAV January 2002 - February 2003
Skills
Securities, Asset Management, AML, Internal Audit, OFAC, Due Diligence, Policy, Trading, FINRA, Corporate Law, Anti Money Laundering, KYC, Securities Regulation, Equities, Risk Management, Capital Markets
Education
Borough of Manhattan Community College 2006 — 2008
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
BOROUGH OF MANHATTAN COMMUNITY COLLEGENew
ASSOCIATE OF ARTS - LIBERAL ARTS
WASHINGTON LEARNING INSTITUTENew
CERTIFICATE, PARALEGAL STUDIES2004
Guggenheim Partners February 2015 - Present
Barclays Capital September 2011 - Present
TD Bank Group March 2011 - September 2011
NYSE Euronext November 2004 - July 2010
NYSE November 2004 - July 2010
NEW YORK STOCK EXCHANGE November 2004 - July 2010
THE AFFILIATES December 2003 - November 2004
EMI CAPITOL MUSIC April 2003 - November 2003
O'SULLIVAN LLP March 2001 - March 2003
AERWAV January 2002 - February 2003
Skills
Securities, Asset Management, AML, Internal Audit, OFAC, Due Diligence, Policy, Trading, FINRA, Corporate Law, Anti Money Laundering, KYC, Securities Regulation, Equities, Risk Management, Capital Markets
Education
Borough of Manhattan Community College 2006 — 2008
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
BOROUGH OF MANHATTAN COMMUNITY COLLEGENew
ASSOCIATE OF ARTS - LIBERAL ARTS
WASHINGTON LEARNING INSTITUTENew
CERTIFICATE, PARALEGAL STUDIES2004
Allison Heilman's Guggenheim Partners Experience February 2013 - Present
Job Director, HR Business Partner at Guggenheim Partners
Industry Human Resources
Experience
Guggenheim Partners February 2013 - Present
PIMCO January 2011 - February 2013
Allianz Global Investors August 2007 - December 2010
JPMorganChase July 1999 - July 2007
Skills
Applicant Tracking..., College Recruiting, Deferred Compensation, Employee Benefits, Employee Engagement, Employee Relations, Human Resources, Organizational..., Performance Management, Recruiting, Succession Planning, Talent Acquisition, Talent Management, Onboarding, Benefits Administration
Education
Bucknell University 1995 — 1999
Guggenheim Partners February 2013 - Present
PIMCO January 2011 - February 2013
Allianz Global Investors August 2007 - December 2010
JPMorganChase July 1999 - July 2007
Skills
Applicant Tracking..., College Recruiting, Deferred Compensation, Employee Benefits, Employee Engagement, Employee Relations, Human Resources, Organizational..., Performance Management, Recruiting, Succession Planning, Talent Acquisition, Talent Management, Onboarding, Benefits Administration
Education
Bucknell University 1995 — 1999
Luke Stehouwer's Guggenheim Partners Experience January 2010 - August 2014
Job Partner at Cain Hoy Enterprises, LLC
Industry Capital Markets
Experience
Cain Hoy Enterprises, LLC August 2014 - Present
Guggenheim Partners January 2010 - August 2014
Morgan Stanley February 2007 - March 2009
Morgan Stanley July 2005 - February 2007
TQA Investors LLC May 2004 - September 2004
TQA Investors May 2003 - September 2003
Education
Bucknell University 2001 — 2005
Bachelor of Science
Cain Hoy Enterprises, LLC August 2014 - Present
Guggenheim Partners January 2010 - August 2014
Morgan Stanley February 2007 - March 2009
Morgan Stanley July 2005 - February 2007
TQA Investors LLC May 2004 - September 2004
TQA Investors May 2003 - September 2003
Education
Bucknell University 2001 — 2005
Bachelor of Science
Hannah Podlevsky's Guggenheim Partners Experience March 2012 - August 2012
Job Experienced Expense Analyst
Industry Accounting
Experience
yogaview 2013 - 2014
Chicago Public Schools October 2012 - January 2013
Guggenheim Partners March 2012 - August 2012
The University of Chicago February 2012 - March 2012
NORC at the University of Chicago June 2009 - August 2011
City of Chicago April 2008 - June 2009
H&R Block January 2008 - April 2008
American Medical Association May 2006 - August 2007
Northwestern University August 2004 - May 2006
Cook County 2003 - 2004
Skills
Grants, Budgets, Public Finance, Tax Preparation, Non-profits, Community Outreach, Tax Policy, Fundraising, Public Policy, Policy Analysis, Volunteer Management, Politics, Accounting Applications, Employee Benefits, Microsoft Excel, Oracle, Expense Reports, Expense Management, Microsoft Word, Microsoft Office, Accounts Payable, Invoice Processing, Invoice Verification, Website Updating, Analysis, Data Analysis, Nonprofits
Education
University of Illinois at Chicago 2000 — 2002
Masters, Public Administration
Arizona State University 1995 — 1999
Bachelors, Political Science
yogaview 2013 - 2014
Chicago Public Schools October 2012 - January 2013
Guggenheim Partners March 2012 - August 2012
The University of Chicago February 2012 - March 2012
NORC at the University of Chicago June 2009 - August 2011
City of Chicago April 2008 - June 2009
H&R Block January 2008 - April 2008
American Medical Association May 2006 - August 2007
Northwestern University August 2004 - May 2006
Cook County 2003 - 2004
Skills
Grants, Budgets, Public Finance, Tax Preparation, Non-profits, Community Outreach, Tax Policy, Fundraising, Public Policy, Policy Analysis, Volunteer Management, Politics, Accounting Applications, Employee Benefits, Microsoft Excel, Oracle, Expense Reports, Expense Management, Microsoft Word, Microsoft Office, Accounts Payable, Invoice Processing, Invoice Verification, Website Updating, Analysis, Data Analysis, Nonprofits
Education
University of Illinois at Chicago 2000 — 2002
Masters, Public Administration
Arizona State University 1995 — 1999
Bachelors, Political Science
Clive Gershon's Guggenheim Partners Experience December 2012 - Present
Job Managing Director, Global Head of Marketing and Strategy, Guggenheim Investments institutional at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners December 2012 - Present
CP Productions 2009 - Present
Epoch Investment Partners January 2010 - December 2012
Capital Guardian Trust Company / Capital Group 1997 - 2009
J P Morgan Investment Management January 1995 - October 1997
London Stock Exchange 1986 - 1994
Skills
Equities, Competitive Analysis, Investments, Asset Management, Strategy, Asset Managment, Start-ups, Emerging Markets, Financial Services, Investment Management, Management, Mutual Funds
Education
Bournemouth University 1980 — 1984
BA (Hons.) Business Studies, Business, Marketing, Economics
Guggenheim Partners December 2012 - Present
CP Productions 2009 - Present
Epoch Investment Partners January 2010 - December 2012
Capital Guardian Trust Company / Capital Group 1997 - 2009
J P Morgan Investment Management January 1995 - October 1997
London Stock Exchange 1986 - 1994
Skills
Equities, Competitive Analysis, Investments, Asset Management, Strategy, Asset Managment, Start-ups, Emerging Markets, Financial Services, Investment Management, Management, Mutual Funds
Education
Bournemouth University 1980 — 1984
BA (Hons.) Business Studies, Business, Marketing, Economics
Lily Lau's Guggenheim Partners Experience July 2003 - Present
Job Vice President Reconciliation Manager at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners July 2003 - Present
Wall Street Concepts, Inc. June 1999 - May 2003
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
Guggenheim Partners July 2003 - Present
Wall Street Concepts, Inc. June 1999 - May 2003
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
Beth Haddock's Guggenheim Partners Experience October 2013 - Present
Job Managing Director Head of Institutional Compliance at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2013 - Present
Brown Brothers Harriman April 2005 - October 2013
Brown Brothers Harriman April 2005 - July 2011
AXA Equitable January 1997 - January 2005
The Acacia Group LLC 1995 - 1997
Cohen, Hausfeld & Toll 1993 - 1995
Skills
Adjunct Professor NYU, NYSE Liffe Arbitration..., Hold Series 7, 24, 14..., Darden School of..., Securities, Securities Regulation, Investment Advisory, Hedge Funds, Banking, Financial Services, Investment Management, Insurance, FINRA, NYSE, Mutual Funds, Investment Advisers Act, Investments, Arbitration, AML, Investment Company Act, Corporate Governance, Corporate Law
Education
Columbus School of Law 1990 — 1993
JD, Law
Bucknell University 1984 — 1988
BA, Economics
Guggenheim Partners October 2013 - Present
Brown Brothers Harriman April 2005 - October 2013
Brown Brothers Harriman April 2005 - July 2011
AXA Equitable January 1997 - January 2005
The Acacia Group LLC 1995 - 1997
Cohen, Hausfeld & Toll 1993 - 1995
Skills
Adjunct Professor NYU, NYSE Liffe Arbitration..., Hold Series 7, 24, 14..., Darden School of..., Securities, Securities Regulation, Investment Advisory, Hedge Funds, Banking, Financial Services, Investment Management, Insurance, FINRA, NYSE, Mutual Funds, Investment Advisers Act, Investments, Arbitration, AML, Investment Company Act, Corporate Governance, Corporate Law
Education
Columbus School of Law 1990 — 1993
JD, Law
Bucknell University 1984 — 1988
BA, Economics
Kristie Goldstein's Guggenheim Partners Experience August 2013 - Present
Job Vice President at Guggenheim Partners
Industry Human Resources
Experience
Guggenheim Partners August 2013 - Present
Barclays July 2010 - August 2013
Credit Suisse July 2007 - July 2010
Skills
Fixed Income, Capital Markets, Investment Banking, Valuation, Talent Management, Equities, Bloomberg, Human Resources, Financial Services, Management
Education
Binghamton University - School of Management 2003 — 2007
Finance; Marketing
Center for Applications of Psychological Type
Myers-Briggs Type Indicator Certified Practitioner, MBTI Step I and Step II Instruments
Guggenheim Partners August 2013 - Present
Barclays July 2010 - August 2013
Credit Suisse July 2007 - July 2010
Skills
Fixed Income, Capital Markets, Investment Banking, Valuation, Talent Management, Equities, Bloomberg, Human Resources, Financial Services, Management
Education
Binghamton University - School of Management 2003 — 2007
Finance; Marketing
Center for Applications of Psychological Type
Myers-Briggs Type Indicator Certified Practitioner, MBTI Step I and Step II Instruments
Dena Onekea's Guggenheim Partners Experience July 2012 - July 2012
Job HR and PR Specialist at Team Jenn Corporation
Industry Human Resources
Experience
Team Jenn Corporation February 2015 - Present
Landmark Dividend November 2012 - Present
CBRE August 2012 - November 2012
Guggenheim Partners July 2012 - July 2012
Youth Policy Institute May 2009 - June 2012
Arthritis Foundation October 2011 - December 2011
Countrywide April 2006 - May 2009
Cold As Ice September 2003 - December 2003
Skills
Human Resources, Program Management, Nonprofits, Access, Job Descriptions, Data Analysis, Project Management, Applicant Tracking..., Onboarding, Microsoft Office Tools, Strategic Planning, Auditing, Team Leadership, Leadership Development, Coaching, Notary Public, Internet Recruiting, Screening, Talent Management
Education
California State University-Northridge
Bachelors of Science (B.S.), Business, Management, Marketing, and Related Support Services
Brooks College 2002 — 2003
Associates of Arts, Fashion Design
Team Jenn Corporation February 2015 - Present
Landmark Dividend November 2012 - Present
CBRE August 2012 - November 2012
Guggenheim Partners July 2012 - July 2012
Youth Policy Institute May 2009 - June 2012
Arthritis Foundation October 2011 - December 2011
Countrywide April 2006 - May 2009
Cold As Ice September 2003 - December 2003
Skills
Human Resources, Program Management, Nonprofits, Access, Job Descriptions, Data Analysis, Project Management, Applicant Tracking..., Onboarding, Microsoft Office Tools, Strategic Planning, Auditing, Team Leadership, Leadership Development, Coaching, Notary Public, Internet Recruiting, Screening, Talent Management
Education
California State University-Northridge
Bachelors of Science (B.S.), Business, Management, Marketing, and Related Support Services
Brooks College 2002 — 2003
Associates of Arts, Fashion Design
Sam Bader's Guggenheim Partners Experience April 2007 - February 2011
Job Accountant at Taro Pharmaceuticals
Industry Financial Services
Experience
Taro Pharmaceuticals June 2011 - Present
Guggenheim Partners April 2007 - February 2011
Grant Thornton 2005 - 2007
Skills
Accounting, Financial Reporting, US GAAP, Internal Controls, Financial Accounting, Financial Statements, Financial Modeling, GAAP, Sarbanes-Oxley Act, Auditing, Financial Analysis, Microsoft Excel, Finance, Business Valuation, Variance Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2004
Masters, Accounting
University of Wisconsin-Madison - School of Business 1997 — 2001
Finance
Taro Pharmaceuticals June 2011 - Present
Guggenheim Partners April 2007 - February 2011
Grant Thornton 2005 - 2007
Skills
Accounting, Financial Reporting, US GAAP, Internal Controls, Financial Accounting, Financial Statements, Financial Modeling, GAAP, Sarbanes-Oxley Act, Auditing, Financial Analysis, Microsoft Excel, Finance, Business Valuation, Variance Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2004
Masters, Accounting
University of Wisconsin-Madison - School of Business 1997 — 2001
Finance
Erin Horne (Staunton)'s Guggenheim Partners Experience November 2006 - May 2014
Job Accounting consultant
Industry Financial Services
Experience
Guggenheim Partners November 2006 - May 2014
PricewaterhouseCoopers 2002 - 2006
Education
Bentley University 1998 — 2002
Guggenheim Partners November 2006 - May 2014
PricewaterhouseCoopers 2002 - 2006
Education
Bentley University 1998 — 2002
Linnell Crawford's Guggenheim Partners Experience May 2015 - Present
Job Vice President at Guggenheim Partners
Industry Real Estate
Experience
Guggenheim Partners May 2015 - Present
Fidelity National Title March 2012 - Present
Titleserv National February 2009 - April 2011
Credit Suisse January 1998 - June 2008
Skills
Loans, Mortgage Banking, Negotiation, Vendor Management, Outlook, Mortgage Lending, Real Estate, FHA, Banking
Education
Baruch College
Bachelors of Arts; Weissman School of Arts and Science
City University of New York-Baruch College
Bachelor of Arts (B.A.), Paralegal Certification
Guggenheim Partners May 2015 - Present
Fidelity National Title March 2012 - Present
Titleserv National February 2009 - April 2011
Credit Suisse January 1998 - June 2008
Skills
Loans, Mortgage Banking, Negotiation, Vendor Management, Outlook, Mortgage Lending, Real Estate, FHA, Banking
Education
Baruch College
Bachelors of Arts; Weissman School of Arts and Science
City University of New York-Baruch College
Bachelor of Arts (B.A.), Paralegal Certification
Tim Busler's Guggenheim Partners Experience January 2007 - April 2011
Job Managing Director, Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2007 - April 2011
BNP Paribas 1998 - 2002
Skills
Alternative Investments, Private Equity, Hedge Funds, Capital Markets, Equities, Investment Banking, Venture Capital, Fixed Income, Asset Management, Investments, Valuation, Private Placements, Securities, Due Diligence, Portfolio Management, LBO, Financial Structuring, Investment Management, Series 7, Structured Finance, Emerging Markets, Leveraged Finance, Fund Of Funds, Asset Allocation
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Boston University School of Law 1988 — 1991
J.D., Law
Duke University 1984 — 1988
A.B., Political Science, Economics
St. Paul's School 1980 — 1984
Secondary School
Guggenheim Partners January 2007 - April 2011
BNP Paribas 1998 - 2002
Skills
Alternative Investments, Private Equity, Hedge Funds, Capital Markets, Equities, Investment Banking, Venture Capital, Fixed Income, Asset Management, Investments, Valuation, Private Placements, Securities, Due Diligence, Portfolio Management, LBO, Financial Structuring, Investment Management, Series 7, Structured Finance, Emerging Markets, Leveraged Finance, Fund Of Funds, Asset Allocation
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Boston University School of Law 1988 — 1991
J.D., Law
Duke University 1984 — 1988
A.B., Political Science, Economics
St. Paul's School 1980 — 1984
Secondary School
Evgeny Kravchenko's Guggenheim Partners Experience October 2014 - Present
Job Senior Associate at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners October 2014 - Present
Deutsche Bank August 2012 - October 2014
KPMG LLP November 2010 - August 2012
Education
American University - Kogod School of Business 2007 — 2009
MBA, Finance
Guggenheim Partners October 2014 - Present
Deutsche Bank August 2012 - October 2014
KPMG LLP November 2010 - August 2012
Education
American University - Kogod School of Business 2007 — 2009
MBA, Finance
Joe Marconi's Guggenheim Partners Experience June 2004 - January 2011
Job Senior Vice President Real Estate at Harvard Management Company
Industry Investment Management
Experience
Harvard Management Company January 2011 - Present
Guggenheim Partners June 2004 - January 2011
PricewaterhouseCoopers January 1996 - May 2004
Skills
Real Estate Investment..., Asset Management, Real Estate, Accounting, Real Estate Acquisitions, Due Diligence, Buy side diligence, Sell side diligence, Joint Ventures, Operations Management, Real Estate Due..., Real Estate Private..., Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Financial Modeling, Financial Reporting, Strategic Financial..., Investments, Mergers, Private Equity, Portfolio Management, Real Estate Economics, Alternative Investments, Disposition, Acquisitions, Hedge Funds, Investment Properties, Mergers & Acquisitions, Valuation, Venture Capital, Investment Strategies, Investment Management, Asset Allocation, Dispositions
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston University 2005 — 2007
Commercial Real Estate
University of Florida - Warrington College Of Business 1994 — 1996
MACC, Accounting and Marketing
University of Florida
Bachelor of Science (BS), Accounting and Finance
Harvard Management Company January 2011 - Present
Guggenheim Partners June 2004 - January 2011
PricewaterhouseCoopers January 1996 - May 2004
Skills
Real Estate Investment..., Asset Management, Real Estate, Accounting, Real Estate Acquisitions, Due Diligence, Buy side diligence, Sell side diligence, Joint Ventures, Operations Management, Real Estate Due..., Real Estate Private..., Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Financial Modeling, Financial Reporting, Strategic Financial..., Investments, Mergers, Private Equity, Portfolio Management, Real Estate Economics, Alternative Investments, Disposition, Acquisitions, Hedge Funds, Investment Properties, Mergers & Acquisitions, Valuation, Venture Capital, Investment Strategies, Investment Management, Asset Allocation, Dispositions
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston University 2005 — 2007
Commercial Real Estate
University of Florida - Warrington College Of Business 1994 — 1996
MACC, Accounting and Marketing
University of Florida
Bachelor of Science (BS), Accounting and Finance
Kerim Engin Ph.D.'s Guggenheim Partners Experience March 2010 - October 2013
Job Managing Director at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners March 2010 - October 2013
Guggenheim Partners September 2008 - March 2010
Putnam Investments March 2001 - July 2008
QRM 1996 - 2001
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Portfolio Management, Asset Management, Valuation, Risk Management, Financial Modeling, Asset Allocation, Quant, Commodity, Investment Strategies, Quantitative Investing, Quantitative Finance, ETFs, Investment Management
Education
The University of Chicago 1990 — 1996
Ph.D., Economics
Bard College
Guggenheim Partners March 2010 - October 2013
Guggenheim Partners September 2008 - March 2010
Putnam Investments March 2001 - July 2008
QRM 1996 - 2001
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Portfolio Management, Asset Management, Valuation, Risk Management, Financial Modeling, Asset Allocation, Quant, Commodity, Investment Strategies, Quantitative Investing, Quantitative Finance, ETFs, Investment Management
Education
The University of Chicago 1990 — 1996
Ph.D., Economics
Bard College
Gerald Concepcion's Guggenheim Partners Experience August 2010 - Present
Job VP at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2010 - Present
RailWorks December 2008 - March 2010
Bear Stearns March 2002 - August 2008
Merrill Lynch April 1999 - March 2002
PaineWebber April 1997 - April 1999
Skills
Accounting, Analysis, Strategic Financial..., Due Diligence, Forecasting, Investment Banking, Financial Planning, Fixed Income
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
Guggenheim Partners August 2010 - Present
RailWorks December 2008 - March 2010
Bear Stearns March 2002 - August 2008
Merrill Lynch April 1999 - March 2002
PaineWebber April 1997 - April 1999
Skills
Accounting, Analysis, Strategic Financial..., Due Diligence, Forecasting, Investment Banking, Financial Planning, Fixed Income
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
Kevin Raymond's Guggenheim Partners Experience June 2011 - Present
Job Investment Analyst at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners June 2011 - Present
IBM Global Business Services June 2010 - August 2010
4AllPromos June 2008 - August 2009
Skills
Bloomberg, Data Analysis, Financial Analysis, Financial Modeling, Valuation
Education
Bowdoin College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Guggenheim Partners June 2011 - Present
IBM Global Business Services June 2010 - August 2010
4AllPromos June 2008 - August 2009
Skills
Bloomberg, Data Analysis, Financial Analysis, Financial Modeling, Valuation
Education
Bowdoin College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Farhan Sharaff's Guggenheim Partners Experience July 2009 - Present
Job Senior Managing director, Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2009 - Present
MJX Capital 2005 - 2009
Zurich Financial Services December 1999 - March 2003
Citigroup 1984 - 1999
Skills
Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Management, Alternative Investments, Capital Markets, Investments, Derivatives, Investment Banking, Private Equity, Asset Allocation, Financial Modeling, Bloomberg, Risk Management
Education
University of Manchester - Manchester Business School 1977 — 1979
MBA, Finance
Aston University 1971 — 1974
BSc, Electrical engineering
Guggenheim Partners July 2009 - Present
MJX Capital 2005 - 2009
Zurich Financial Services December 1999 - March 2003
Citigroup 1984 - 1999
Skills
Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Management, Alternative Investments, Capital Markets, Investments, Derivatives, Investment Banking, Private Equity, Asset Allocation, Financial Modeling, Bloomberg, Risk Management
Education
University of Manchester - Manchester Business School 1977 — 1979
MBA, Finance
Aston University 1971 — 1974
BSc, Electrical engineering
Jack Rose's Guggenheim Partners Experience Managing DirectorOTR GlobalApril 2014 - February 2015
Job Managing Director at Guggenheim Partners
Industry Banking
Experience
Guggenheim Partners Managing DirectorOTR GlobalApril 2014 - February 2015
Macquarie Group 2008 - March 2014
Lehman Brothers 2001 - 2007
Merrill Lynch October 1994 - March 2001
Skills
Equities, Capital Markets, Hedge Funds, Valuation, Portfolio Management, Investment Banking, Financial Modeling, Investments, Alternative Investments, Asset Management, Fixed Income, Bloomberg, Equity Research, Private Equity, Series 7, Securities
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA, Finance, General
Bates College 1983 — 1987
BA, Economics
Guggenheim Partners Managing DirectorOTR GlobalApril 2014 - February 2015
Macquarie Group 2008 - March 2014
Lehman Brothers 2001 - 2007
Merrill Lynch October 1994 - March 2001
Skills
Equities, Capital Markets, Hedge Funds, Valuation, Portfolio Management, Investment Banking, Financial Modeling, Investments, Alternative Investments, Asset Management, Fixed Income, Bloomberg, Equity Research, Private Equity, Series 7, Securities
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA, Finance, General
Bates College 1983 — 1987
BA, Economics
Brad Rosenberg, MSF, CETF, CHP's Guggenheim Partners Experience January 2012 - April 2012
Job Business Analyst/Project Manager at Invesco US
Industry Financial Services
Experience
Invesco US July 2014 - Present
Performance Trust Capital Partners January 2013 - July 2014
Performance Trust Capital Partners April 2012 - December 2012
Guggenheim Partners January 2012 - April 2012
Guggenheim Funds Distributors, Inc January 2011 - December 2011
UBS Global Asset Management November 2008 - December 2010
State Street Bank and Trust Company September 2007 - November 2008
State Street Bank & Trust October 2006 - September 2007
Investor's Bank & Trust Company June 2005 - September 2006
Skills
Bloomberg, Fixed Income, Capital Markets, Mutual Funds, Financial Reporting, Investment Products, Securities, Financial Services, Microsoft Office, MorningStar Direct, Excel, ETFs, Financial Markets, Hedge Funds, Alternative Investments, Fund Accounting, Investments, PowerPoint, Word, Outlook, Zephyr StyleAdvisor, Lehman Point, GIMII, Barclays Capital LIve, Hedge Fund Strategies, Hedge Fund Due Diligence, Hedge Fund Portfolio..., Fund Of Funds, Offshore Funds, Master Limited..., Bloomberg Data License, Exchange Traded Notes, Eagle PACE
Education
Brandeis International Business School 2007 — 2009
Masters of Science, Finance
Muhlenberg College 2001 — 2005
Bachelors of Arts, Business Administration (Managarial Finance) and International Studies (Global Trade)
SIT: Switzerland 2004 — 2004
Invesco US July 2014 - Present
Performance Trust Capital Partners January 2013 - July 2014
Performance Trust Capital Partners April 2012 - December 2012
Guggenheim Partners January 2012 - April 2012
Guggenheim Funds Distributors, Inc January 2011 - December 2011
UBS Global Asset Management November 2008 - December 2010
State Street Bank and Trust Company September 2007 - November 2008
State Street Bank & Trust October 2006 - September 2007
Investor's Bank & Trust Company June 2005 - September 2006
Skills
Bloomberg, Fixed Income, Capital Markets, Mutual Funds, Financial Reporting, Investment Products, Securities, Financial Services, Microsoft Office, MorningStar Direct, Excel, ETFs, Financial Markets, Hedge Funds, Alternative Investments, Fund Accounting, Investments, PowerPoint, Word, Outlook, Zephyr StyleAdvisor, Lehman Point, GIMII, Barclays Capital LIve, Hedge Fund Strategies, Hedge Fund Due Diligence, Hedge Fund Portfolio..., Fund Of Funds, Offshore Funds, Master Limited..., Bloomberg Data License, Exchange Traded Notes, Eagle PACE
Education
Brandeis International Business School 2007 — 2009
Masters of Science, Finance
Muhlenberg College 2001 — 2005
Bachelors of Arts, Business Administration (Managarial Finance) and International Studies (Global Trade)
SIT: Switzerland 2004 — 2004
Rebecca Marrero Gebman's Guggenheim Partners Experience October 2014 - January 2015
Job Compliance Officer at Guggenheim Partners
Industry Capital Markets
Experience
Guggenheim Partners October 2014 - January 2015
Guggenheim Partners April 2014 - October 2014
Citi July 2007 - April 2013
Bear Stearns September 2000 - May 2007
Bear Stearns August 1986 - September 2000
Bear Stearns November 1982 - August 1986
Skills
Securities, Fixed Income, Capital Markets, Equities, Hedge Funds, Alternative Investments, Bloomberg, Derivatives, Investment Banking, Series 7, Trading, Series 63, Bonds, Asset Management, Financial Services
Education
Brooklyn Law School 1996 — 2000
JD, Law
Saint Joseph's College 1979 — 1982
BS, Biology/Biological Sciences, General
Bishop Kearney High School 1975 — 1979
Regents Diploma, Academic
Guggenheim Partners October 2014 - January 2015
Guggenheim Partners April 2014 - October 2014
Citi July 2007 - April 2013
Bear Stearns September 2000 - May 2007
Bear Stearns August 1986 - September 2000
Bear Stearns November 1982 - August 1986
Skills
Securities, Fixed Income, Capital Markets, Equities, Hedge Funds, Alternative Investments, Bloomberg, Derivatives, Investment Banking, Series 7, Trading, Series 63, Bonds, Asset Management, Financial Services
Education
Brooklyn Law School 1996 — 2000
JD, Law
Saint Joseph's College 1979 — 1982
BS, Biology/Biological Sciences, General
Bishop Kearney High School 1975 — 1979
Regents Diploma, Academic
Ron Faulk's Guggenheim Partners Experience February 2013 - August 2014
Job Senior Systems Engineer SCOM 2012 at Accretive Health
Industry Information Technology and Services
Experience
Accretive Health June 2015 - Present
Insight February 2015 - May 2015
Federal Home Loan Bank of Chicago September 2014 - December 2014
Guggenheim Partners February 2013 - August 2014
Kirkland & Ellis LLP August 2012 - November 2012
Exelon October 2008 - June 2012
BMO Harris Bank January 2008 - September 2008
UBS January 2007 - January 2008
ABN AMRO Bank N.V. October 2003 - February 2004
Aon 2004 - 2004
Skills
Windows Server, SCCM, Servers, Troubleshooting, Windows 7, XP, SCOM, Microsoft SQL Server, System Administration, SMS, Systems Management, Active Directory, Disaster Recovery, Software Documentation, Microsoft Exchange, VMware, System Deployment, Networking, Infrastructure, Windows XP
Education
Boise State University
Information Systems and Decision Sciences
Fresno City College
Pre-Engineering
Accretive Health June 2015 - Present
Insight February 2015 - May 2015
Federal Home Loan Bank of Chicago September 2014 - December 2014
Guggenheim Partners February 2013 - August 2014
Kirkland & Ellis LLP August 2012 - November 2012
Exelon October 2008 - June 2012
BMO Harris Bank January 2008 - September 2008
UBS January 2007 - January 2008
ABN AMRO Bank N.V. October 2003 - February 2004
Aon 2004 - 2004
Skills
Windows Server, SCCM, Servers, Troubleshooting, Windows 7, XP, SCOM, Microsoft SQL Server, System Administration, SMS, Systems Management, Active Directory, Disaster Recovery, Software Documentation, Microsoft Exchange, VMware, System Deployment, Networking, Infrastructure, Windows XP
Education
Boise State University
Information Systems and Decision Sciences
Fresno City College
Pre-Engineering
Abhishek Purohit's Guggenheim Partners Experience 2011 - Present
Job Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners 2011 - Present
BlackRock June 2010 - August 2010
Intuit 2008 - 2009
Skills
Time Series Analysis, Econometrics, MATLAB, Excel, Matlab
Education
New York University 2009 — 2010
MS, Mathematics in Finance
Birla Institute of Technology and Science, Pilani 2003 — 2008
MS, Physics
Birla Institute of Technology and Science, Pilani 2003 — 2008
BE, Electrical and Electronics Engineering
Guggenheim Partners 2011 - Present
BlackRock June 2010 - August 2010
Intuit 2008 - 2009
Skills
Time Series Analysis, Econometrics, MATLAB, Excel, Matlab
Education
New York University 2009 — 2010
MS, Mathematics in Finance
Birla Institute of Technology and Science, Pilani 2003 — 2008
MS, Physics
Birla Institute of Technology and Science, Pilani 2003 — 2008
BE, Electrical and Electronics Engineering
Angie Burnworth's Guggenheim Partners Experience August 2012 - Present
Job SVP Investment Accounting & Reporting at Guggenheim Partners
Industry Insurance
Experience
Guggenheim Partners August 2012 - Present
ING Investment Management December 2010 - August 2012
AEGON December 2008 - January 2011
Conseco April 2008 - December 2008
AIG American General June 2005 - April 2008
AIG April 2000 - June 2005
Conseco May 1996 - April 2000
Skills
GAAP, IFRS, Statutory Accounting, Management, Financial Analysis, Financial Reporting, SEC filings, Sarbanes-Oxley Act, US GAAP, Accounting, Strategic Financial..., Financial Modeling, Hyperion Enterprise, Internal Controls, Sarbanes-Oxley, Financial Accounting, Essbase, Auditing, Consolidation, Financial Audits
Education
Ball State University - College of Business 1991 — 1996
BS, Accounting, Corporate Finance
Guggenheim Partners August 2012 - Present
ING Investment Management December 2010 - August 2012
AEGON December 2008 - January 2011
Conseco April 2008 - December 2008
AIG American General June 2005 - April 2008
AIG April 2000 - June 2005
Conseco May 1996 - April 2000
Skills
GAAP, IFRS, Statutory Accounting, Management, Financial Analysis, Financial Reporting, SEC filings, Sarbanes-Oxley Act, US GAAP, Accounting, Strategic Financial..., Financial Modeling, Hyperion Enterprise, Internal Controls, Sarbanes-Oxley, Financial Accounting, Essbase, Auditing, Consolidation, Financial Audits
Education
Ball State University - College of Business 1991 — 1996
BS, Accounting, Corporate Finance
Sue DellaFranco's Guggenheim Partners Experience October 2009 - July 2010
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase November 2010 - Present
Guggenheim Partners October 2009 - July 2010
Accenture January 2004 - August 2009
Accenture February 1999 - January 2004
Accenture November 1996 - February 1999
Education
Aurora University 1994 — 1995
Bachelor of Arts, Finance
JP Morgan Chase November 2010 - Present
Guggenheim Partners October 2009 - July 2010
Accenture January 2004 - August 2009
Accenture February 1999 - January 2004
Accenture November 1996 - February 1999
Education
Aurora University 1994 — 1995
Bachelor of Arts, Finance
Adrian Leon Crespo's Guggenheim Partners Experience June 2013 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2013 - Present
Archway Investment Fund, Bryant University January 2012 - December 2012
Analytica Securities October 2011 - December 2011
Grupo Financiero Produccion July 2011 - September 2011
Quito Stock Exchange July 2010 - August 2010
Philadelphia University October 2008 - April 2010
Skills
Bloomberg, Morningstar Direct, Microsoft Excel, S&P Capital IQ, FACTSET, •Microsoft..., Stata, Finance, Investments, Valuation, Financial Modeling, Equities, Portfolio Management, Economics, Analysis, Financial Analysis, Microsoft Word, PowerPoint
Education
Bryant University 2010 — 2012
BS: Business Administration, Finance & Economics, 3.5
Philadelphia University 2008 — 2010
BS: Business management, Finance & Economics, 3.3
Guggenheim Partners June 2013 - Present
Archway Investment Fund, Bryant University January 2012 - December 2012
Analytica Securities October 2011 - December 2011
Grupo Financiero Produccion July 2011 - September 2011
Quito Stock Exchange July 2010 - August 2010
Philadelphia University October 2008 - April 2010
Skills
Bloomberg, Morningstar Direct, Microsoft Excel, S&P Capital IQ, FACTSET, •Microsoft..., Stata, Finance, Investments, Valuation, Financial Modeling, Equities, Portfolio Management, Economics, Analysis, Financial Analysis, Microsoft Word, PowerPoint
Education
Bryant University 2010 — 2012
BS: Business Administration, Finance & Economics, 3.5
Philadelphia University 2008 — 2010
BS: Business management, Finance & Economics, 3.3
Preston McNeil's Guggenheim Partners Experience January 2014 - May 2015
Job MBA Candidate at UCLA Anderson
Industry Venture Capital & Private Equity
Experience
Guggenheim Partners January 2014 - May 2015
Moelis & Company July 2011 - January 2014
Moelis & Company June 2010 - August 2010
Skills
Valuation, Financial Modeling, Bloomberg, Investment Banking, Private Equity, Corporate Finance, Equities, Capital Markets, Financial Analysis, LBO, Economics, Fixed Income, Due Diligence, Bloomberg Terminal, Hedge Funds, Leveraged Finance, Equity Research
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2005 — 2011
B.A., Economics
Guggenheim Partners January 2014 - May 2015
Moelis & Company July 2011 - January 2014
Moelis & Company June 2010 - August 2010
Skills
Valuation, Financial Modeling, Bloomberg, Investment Banking, Private Equity, Corporate Finance, Equities, Capital Markets, Financial Analysis, LBO, Economics, Fixed Income, Due Diligence, Bloomberg Terminal, Hedge Funds, Leveraged Finance, Equity Research
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2005 — 2011
B.A., Economics
Richard Lindquist's Guggenheim Partners Experience April 2009 - November 2011
Job Managing director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management November 2011 - Present
Guggenheim Partners April 2009 - November 2011
HSBC Halbis April 2005 - April 2009
Skills
High Yield
Education
The University of Chicago 1984 — 1986
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1978 — 1982
BS, Finance
Morgan Stanley Investment Management November 2011 - Present
Guggenheim Partners April 2009 - November 2011
HSBC Halbis April 2005 - April 2009
Skills
High Yield
Education
The University of Chicago 1984 — 1986
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1978 — 1982
BS, Finance
Christina Varela's Guggenheim Partners Experience 2012 - Present
Job Institutional Marketing Manager at Guggehneim Partners Investment Management
Industry Financial Services
Experience
Guggenheim Partners 2012 - Present
DreamWorks Animation 2012 - 2012
HighMark Capital Management November 2010 - April 2011
Capital Guardian Trust Company January 2007 - July 2009
Capital Guardian Trust Company July 2001 - December 2007
Skills
Adobe Acrobat, Editing, Copy Editing, Marketing, Marketing Communications, Investments, Microsoft Excel, Digital Marketing, Photoshop, Financial Services, Market Research, Marketing Strategy, Microsoft Office, PowerPoint, Project Management, Sales, Social Media, Strategic Communications, Strategy, Time Management, Training
Education
California State University-Los Angeles
Bachelor of Arts (BA)
Guggenheim Partners 2012 - Present
DreamWorks Animation 2012 - 2012
HighMark Capital Management November 2010 - April 2011
Capital Guardian Trust Company January 2007 - July 2009
Capital Guardian Trust Company July 2001 - December 2007
Skills
Adobe Acrobat, Editing, Copy Editing, Marketing, Marketing Communications, Investments, Microsoft Excel, Digital Marketing, Photoshop, Financial Services, Market Research, Marketing Strategy, Microsoft Office, PowerPoint, Project Management, Sales, Social Media, Strategic Communications, Strategy, Time Management, Training
Education
California State University-Los Angeles
Bachelor of Arts (BA)
Phil Mettling's Guggenheim Partners Experience May 2015 - Present
Job Institutional Equity Sales at Guggenheim
Industry Financial Services
Experience
Guggenheim Partners May 2015 - Present
Barclays Investment Bank March 2013 - March 2015
Barclays Capital August 2010 - February 2013
Morgan Stanley September 2005 - July 2010
Skills
Series 7, Series 63, Equities, Capital Markets, Bloomberg, Hedge Funds, Mutual Funds, Alternative Investments, Relationship Management, series 3, series 55, Securities, Trading
Education
Boston College School of Advancing Studies 2004 — 2005
Organizational Behavior
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
Business, Marketing
Guggenheim Partners May 2015 - Present
Barclays Investment Bank March 2013 - March 2015
Barclays Capital August 2010 - February 2013
Morgan Stanley September 2005 - July 2010
Skills
Series 7, Series 63, Equities, Capital Markets, Bloomberg, Hedge Funds, Mutual Funds, Alternative Investments, Relationship Management, series 3, series 55, Securities, Trading
Education
Boston College School of Advancing Studies 2004 — 2005
Organizational Behavior
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
Business, Marketing
Josephine Brook's Guggenheim Partners Experience 2011 - 2014
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Guggenheim Partners 2011 - 2014
Goldman Sachs 2003 - 2008
Ernst & Young 2001 - 2003
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Asset Management, Auditing, Anti-Money Laundering, Money Market (2a-7), Budget Process, Budget Monitoring, Financial Analysis, Website Development, Web Content Management, Web Content, Financial Services, Due Diligence, Corporate Finance, AML
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
MBA, Finance
State University of New York College at Buffalo 1992 — 1995
BS, Accounting, Information Services
Morgan Stanley 2014 - Present
Guggenheim Partners 2011 - 2014
Goldman Sachs 2003 - 2008
Ernst & Young 2001 - 2003
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Asset Management, Auditing, Anti-Money Laundering, Money Market (2a-7), Budget Process, Budget Monitoring, Financial Analysis, Website Development, Web Content Management, Web Content, Financial Services, Due Diligence, Corporate Finance, AML
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
MBA, Finance
State University of New York College at Buffalo 1992 — 1995
BS, Accounting, Information Services
Rusty Parks's Guggenheim Partners Experience April 2013 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2013 - Present
Wells Fargo Capital Finance May 2007 - April 2013
ORIX January 2003 - May 2007
Dreman Value Management May 2002 - November 2002
Enron June 2001 - August 2001
Mainstreet Networks May 1999 - August 2000
C3 Communications August 1997 - May 1999
Skills
Alternative Investments, Bonds, Capital Markets, Corporate Finance, Finance, Financial Modeling, Financial Structuring, LBO, Leveraged Finance, Loan Origination, Management, Mergers & Acquisitions, Portfolio Management, Private Equity, Recapitalizations, Valuation, Hedge Funds
Education
Baylor University - Hankamer School of Business 2000 — 2002
MBA / MS Information Systems, Finance
Southwestern University 1993 — 1997
B.A., History
Mercersberg
Guggenheim Partners April 2013 - Present
Wells Fargo Capital Finance May 2007 - April 2013
ORIX January 2003 - May 2007
Dreman Value Management May 2002 - November 2002
Enron June 2001 - August 2001
Mainstreet Networks May 1999 - August 2000
C3 Communications August 1997 - May 1999
Skills
Alternative Investments, Bonds, Capital Markets, Corporate Finance, Finance, Financial Modeling, Financial Structuring, LBO, Leveraged Finance, Loan Origination, Management, Mergers & Acquisitions, Portfolio Management, Private Equity, Recapitalizations, Valuation, Hedge Funds
Education
Baylor University - Hankamer School of Business 2000 — 2002
MBA / MS Information Systems, Finance
Southwestern University 1993 — 1997
B.A., History
Mercersberg
Chris Viens's Guggenheim Partners Experience December 2012 - Present
Job Senior Investment Operations Analyst at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners December 2012 - Present
Zynga February 2011 - December 2012
Campbell and Company June 2006 - January 2011
Skills
ActionScript, C#, Big Data, Software Engineering, XML, Facebook API, PHP, SQL, Agile Methodologies, JavaScript, AJAX, Equities, SDLC, Microsoft SQL Server, ASP.NET, MongoDB, Oracle, T-SQL, JSON, Managed Futures, Currencies, Commodities, Index funds, Node.js, Matlab, R, MariaDB, Visual Studio, Open Source, Dataflow Architecture, Quantitative Finance, Quantitative Investing, Machine Learning
Education
Boston College 1994 — 1998
BA, Computer Science
Guggenheim Partners December 2012 - Present
Zynga February 2011 - December 2012
Campbell and Company June 2006 - January 2011
Skills
ActionScript, C#, Big Data, Software Engineering, XML, Facebook API, PHP, SQL, Agile Methodologies, JavaScript, AJAX, Equities, SDLC, Microsoft SQL Server, ASP.NET, MongoDB, Oracle, T-SQL, JSON, Managed Futures, Currencies, Commodities, Index funds, Node.js, Matlab, R, MariaDB, Visual Studio, Open Source, Dataflow Architecture, Quantitative Finance, Quantitative Investing, Machine Learning
Education
Boston College 1994 — 1998
BA, Computer Science
Tom Waldron's Guggenheim Partners Experience May 2014 - Present
Job Regional Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners May 2014 - Present
ATEL Securities Corporation July 2013 - May 2014
RS Investments December 2007 - June 2013
Columbia Management November 2001 - December 2007
Columbia Management February 1999 - November 2001
Putnam Investments November 1995 - January 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Asset Management, Series 63, Wealth Management, Asset Allocation, Portfolio Management, Securities, Fixed Income, Equities
Education
University College Dublin 1993 — 1994
Graduate Diploma in Business Studies, 2:1
St. Patrick's College, Maynooth 1989 — 1993
BA Double Honors, History/Sociology, 2:1
St Gerald's College (High School) 1983 — 1989
Leaving Certificate
Guggenheim Partners May 2014 - Present
ATEL Securities Corporation July 2013 - May 2014
RS Investments December 2007 - June 2013
Columbia Management November 2001 - December 2007
Columbia Management February 1999 - November 2001
Putnam Investments November 1995 - January 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Asset Management, Series 63, Wealth Management, Asset Allocation, Portfolio Management, Securities, Fixed Income, Equities
Education
University College Dublin 1993 — 1994
Graduate Diploma in Business Studies, 2:1
St. Patrick's College, Maynooth 1989 — 1993
BA Double Honors, History/Sociology, 2:1
St Gerald's College (High School) 1983 — 1989
Leaving Certificate
Laura Gelinas, CPA's Guggenheim Partners Experience September 2014 - Present
Job Associate at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners September 2014 - Present
KPMG 2011 - August 2014
KPMG June 2009 - July 2009
South African Institute for Entrepreneurship May 2007 - August 2007
Skills
Accounting, Financial Accounting, Internal Controls, Auditing, Financial Analysis, Financial Services, Banking, CPA, GAAP, Financial Reporting, Internal Audit, US GAAP, Sarbanes-Oxley Act, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSA, Accounting
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science (BS), Accounting
Guggenheim Partners September 2014 - Present
KPMG 2011 - August 2014
KPMG June 2009 - July 2009
South African Institute for Entrepreneurship May 2007 - August 2007
Skills
Accounting, Financial Accounting, Internal Controls, Auditing, Financial Analysis, Financial Services, Banking, CPA, GAAP, Financial Reporting, Internal Audit, US GAAP, Sarbanes-Oxley Act, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSA, Accounting
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science (BS), Accounting
aravind paladugu's Guggenheim Partners Experience February 2012 - Present
Job Senior Software Engineer at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners February 2012 - Present
Siemens Building Technologies US August 2008 - January 2012
NSSC March 2001 - July 2008
Skills
Software Development, C#, .NET, Agile Methodologies, WPF, Solution Architecture, XML, Oracle
Education
Amravati University 1996 — 1999
Master of Computer Applications (MCA), Computer Science
Nagarjuna University 1993 — 1996
Bachelor of Science (BSc), Computer Science
Guggenheim Partners February 2012 - Present
Siemens Building Technologies US August 2008 - January 2012
NSSC March 2001 - July 2008
Skills
Software Development, C#, .NET, Agile Methodologies, WPF, Solution Architecture, XML, Oracle
Education
Amravati University 1996 — 1999
Master of Computer Applications (MCA), Computer Science
Nagarjuna University 1993 — 1996
Bachelor of Science (BSc), Computer Science
Blaine Hirsch's Guggenheim Partners Experience September 2010 - April 2014
Job Attorney at Cain Hoy Enterprises, LLC
Industry Financial Services
Experience
Cain Hoy Enterprises, LLC April 2014 - Present
Guggenheim Partners September 2010 - April 2014
Education
Brooklyn Law School
J.D.
Cornell University
Bachelor of Science, Applied Economics and Management
Cain Hoy Enterprises, LLC April 2014 - Present
Guggenheim Partners September 2010 - April 2014
Education
Brooklyn Law School
J.D.
Cornell University
Bachelor of Science, Applied Economics and Management
Patti (Richardson) Warnetski's Guggenheim Partners Experience March 2002 - Present
Job Director, Controller Real Estate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2002 - Present
KPMG 1998 - 2002
Education
Babson College 1994 — 1998
B.S. Business Administration, Accounting
Guggenheim Partners March 2002 - Present
KPMG 1998 - 2002
Education
Babson College 1994 — 1998
B.S. Business Administration, Accounting
Tom Pavlik's Guggenheim Partners Experience 2012 - Present
Job VP, Attribution and Portfolio Analysis, Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 2012 - Present
StatPro 2008 - 2012
Segal Advisors 2008 - 2008
Fidelity Investments 2005 - 2008
MFS Investment Management 1999 - 2002
MFS Investment Management 1994 - 1999
Skills
Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Derivatives, Mutual Funds, Securities, Capital Markets
Education
Boston College
Bachelor of Arts, Accounting
Guggenheim Partners 2012 - Present
StatPro 2008 - 2012
Segal Advisors 2008 - 2008
Fidelity Investments 2005 - 2008
MFS Investment Management 1999 - 2002
MFS Investment Management 1994 - 1999
Skills
Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Derivatives, Mutual Funds, Securities, Capital Markets
Education
Boston College
Bachelor of Arts, Accounting
Ellie Rosa's Guggenheim Partners Experience 2008 - 2012
Job
Industry Design
Experience
Guggenheim Partners 2008 - 2012
Skills
Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, English, Windows, Photoshop, Public Speaking, Strategic Planning, HTML, Budgets, Editing, Social Media, Project Management, C++, Event Planning, Team Building, Digital Illustration, Dreamweaver, Audio Processing
Education
State University of New York Empire State College 2012 — 2013
Bachelor's Degree, Arts / Media Arts
Borough of Manhattan Community College
Associate's Degree, Multimedia Programming and Design
Guggenheim Partners 2008 - 2012
Skills
Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, English, Windows, Photoshop, Public Speaking, Strategic Planning, HTML, Budgets, Editing, Social Media, Project Management, C++, Event Planning, Team Building, Digital Illustration, Dreamweaver, Audio Processing
Education
State University of New York Empire State College 2012 — 2013
Bachelor's Degree, Arts / Media Arts
Borough of Manhattan Community College
Associate's Degree, Multimedia Programming and Design
Sarah Warner's Guggenheim Partners Experience September 2014 - Present
Job Vice President
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
Fortress Investment Group May 2013 - July 2014
J.P. Morgan 2009 - May 2013
Skills
Investment Banking, Financial Modeling, Research, Valuation, Social Media, Capital Markets, Investments, Equities, Data Analysis, Bloomberg
Education
Bowdoin College 2005 — 2009
Bachelor's degree, History
Guggenheim Partners September 2014 - Present
Fortress Investment Group May 2013 - July 2014
J.P. Morgan 2009 - May 2013
Skills
Investment Banking, Financial Modeling, Research, Valuation, Social Media, Capital Markets, Investments, Equities, Data Analysis, Bloomberg
Education
Bowdoin College 2005 — 2009
Bachelor's degree, History
Kevin Felix's Guggenheim Partners Experience 2002 - 2006
Job Managing Director and Global Head of Fixed Income, Currencies and Commodities at Scotiabank
Industry Financial Services
Experience
Scotiabank January 2015 - Present
Spirit Yachts Ltd January 2012 - Present
Scotiabank November 2007 - December 2014
Guggenheim Partners 2002 - 2006
RBC Capital Markets 1997 - 2002
Fried Frank 1995 - 1997
Commodity Futures Trading Commission 1994 - 1995
Education
Georgetown University Law Center 1993 — 1995
Master of Laws (LL.M.), Securities & Derivatives Regulation
New York Law School 1990 — 1993
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Bucknell University 1985 — 1989
Bachelor of Arts (B.A.)
Scotiabank January 2015 - Present
Spirit Yachts Ltd January 2012 - Present
Scotiabank November 2007 - December 2014
Guggenheim Partners 2002 - 2006
RBC Capital Markets 1997 - 2002
Fried Frank 1995 - 1997
Commodity Futures Trading Commission 1994 - 1995
Education
Georgetown University Law Center 1993 — 1995
Master of Laws (LL.M.), Securities & Derivatives Regulation
New York Law School 1990 — 1993
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Bucknell University 1985 — 1989
Bachelor of Arts (B.A.)
Ashley Hopkins's Guggenheim Partners Experience January 2010 - Present
Job Executive Assistant at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2010 - Present
Skills
Administrative..., Outlook, Microsoft Excel, PowerPoint, Office Administration, Event Planning, Microsoft Word, Travel Arrangements, Microsoft Office, Punctual, Able to multitask, Calm under pressure
Education
California State University-Long Beach 2004 — 2009
Bachelor's, Anthropology
Guggenheim Partners January 2010 - Present
Skills
Administrative..., Outlook, Microsoft Excel, PowerPoint, Office Administration, Event Planning, Microsoft Word, Travel Arrangements, Microsoft Office, Punctual, Able to multitask, Calm under pressure
Education
California State University-Long Beach 2004 — 2009
Bachelor's, Anthropology
Edward Abany's Guggenheim Partners Experience September 2012 - June 2013
Job Financial Services Professional
Industry Financial Services
Experience
Integrity Business Solutions July 2013 - Present
Proprietary Trading 2013 - Present
Guggenheim Partners September 2012 - June 2013
Summer Street Research Partners July 2011 - September 2012
Nova Capital Markets 2008 - 2011
Morgan Keegan & Co Inc 2002 - 2008
Fleet Institutional Trading 2001 - 2002
Lewtan Technologies 2000 - 2001
Fidelity Investments 1996 - 1999
Fidelity Brokerage Company 1993 - 1996
Skills
Relationship Management, Trade Execution, Generating Revenue, Equities, Hedge Funds, Bloomberg, Portfolio Management, Client Retention, Research Sales, Supervisory Skills
Education
Boston College
Bachelor of Arts (BA), Speech Communications
Boston Latin School
Integrity Business Solutions July 2013 - Present
Proprietary Trading 2013 - Present
Guggenheim Partners September 2012 - June 2013
Summer Street Research Partners July 2011 - September 2012
Nova Capital Markets 2008 - 2011
Morgan Keegan & Co Inc 2002 - 2008
Fleet Institutional Trading 2001 - 2002
Lewtan Technologies 2000 - 2001
Fidelity Investments 1996 - 1999
Fidelity Brokerage Company 1993 - 1996
Skills
Relationship Management, Trade Execution, Generating Revenue, Equities, Hedge Funds, Bloomberg, Portfolio Management, Client Retention, Research Sales, Supervisory Skills
Education
Boston College
Bachelor of Arts (BA), Speech Communications
Boston Latin School
Abdou Mbye's Guggenheim Partners Experience September 2013 - December 2014
Job Tax Intern at Guggenheim Partners
Industry Financial Services
Experience
GE Capital May 2015 - Present
Guggenheim Partners September 2013 - December 2014
Harriet Tax Service January 2010 - May 2013
S & E Azriliant, P.C. September 2012 - December 2012
Skills
Tax, Accounting, GAAP, Research, Leadership, International Tax, Tax Preparation, Tax Accounting, Income Tax, Partnership Taxation, Workday, Hyperion
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Accounting and Finance
City University of New York-College of Staten Island
Bachelor of Science (B.S.), Accounting
GE Capital May 2015 - Present
Guggenheim Partners September 2013 - December 2014
Harriet Tax Service January 2010 - May 2013
S & E Azriliant, P.C. September 2012 - December 2012
Skills
Tax, Accounting, GAAP, Research, Leadership, International Tax, Tax Preparation, Tax Accounting, Income Tax, Partnership Taxation, Workday, Hyperion
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Accounting and Finance
City University of New York-College of Staten Island
Bachelor of Science (B.S.), Accounting
Tony Butler's Guggenheim Partners Experience August 2014 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2014 - Present
Barclays Investment Bank June 1996 - February 2014
Raymond James Financial Inc. September 1992 - May 1996
Rockefeller University December 1988 - August 1992
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Hedge Funds, Equity Research, Derivatives, Structured Products, Trading Systems, Options, Electronic Trading, Alternative Investments, Bloomberg, Equity Derivatives, Portfolio Management, Financial Modeling, Equity Valuation
Education
Rockefeller University 1988 — 1992
Post doctoral fellow
University of Tennessee-Health Science Center College of Medicine 1983 — 1988
Master's Degree (MS) and Doctor of Philosophy (PhD), Molecular Biology
Baylor University 1978 — 1981
Bachelor of Science (BS), Biology, General
Guggenheim Partners August 2014 - Present
Barclays Investment Bank June 1996 - February 2014
Raymond James Financial Inc. September 1992 - May 1996
Rockefeller University December 1988 - August 1992
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Hedge Funds, Equity Research, Derivatives, Structured Products, Trading Systems, Options, Electronic Trading, Alternative Investments, Bloomberg, Equity Derivatives, Portfolio Management, Financial Modeling, Equity Valuation
Education
Rockefeller University 1988 — 1992
Post doctoral fellow
University of Tennessee-Health Science Center College of Medicine 1983 — 1988
Master's Degree (MS) and Doctor of Philosophy (PhD), Molecular Biology
Baylor University 1978 — 1981
Bachelor of Science (BS), Biology, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.