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
Justin Rubinstein Justin Rubinstein's Guggenheim Partners Experience July 2012 - September 2014
Job Vice President at Payden & Rygel
Industry Investment Management
Experience
Payden & Rygel November 2014 - Present
Guggenheim Partners July 2012 - September 2014
Bank of America Merrill Lynch 2009 - 2012
Prudential Financial 2003 - 2007
Skills
Capital Markets, Equities, Financial Modeling, Investment Banking, Private Equity, Valuation, Insurance, Property & Casualty..., Life Insurance, Reinsurance, Corporate Finance, Bloomberg, Hedge Funds, Due Diligence, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance
Colgate University 1999 — 2003
Bachelor's degree, Mathematics
Worcester Academy 1993 — 1999
High School Diploma, Mathematics
Payden & Rygel November 2014 - Present
Guggenheim Partners July 2012 - September 2014
Bank of America Merrill Lynch 2009 - 2012
Prudential Financial 2003 - 2007
Skills
Capital Markets, Equities, Financial Modeling, Investment Banking, Private Equity, Valuation, Insurance, Property & Casualty..., Life Insurance, Reinsurance, Corporate Finance, Bloomberg, Hedge Funds, Due Diligence, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance
Colgate University 1999 — 2003
Bachelor's degree, Mathematics
Worcester Academy 1993 — 1999
High School Diploma, Mathematics
Sean Wang Sean Wang's Guggenheim Partners Experience June 2014 - August 2014
Job Investment Banking Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners June 2014 - August 2014
J.P. Morgan August 2013 - January 2014
Eli Lilly and Company May 2013 - August 2013
Bronx-Lebanon Hospital Center December 2012 - January 2013
Albert Einstein College of Medicine May 2009 - August 2012
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Biological Sciences, Applied Economics and Management
The Bronx High School of Science 2007 — 2011
Guggenheim Partners June 2014 - August 2014
J.P. Morgan August 2013 - January 2014
Eli Lilly and Company May 2013 - August 2013
Bronx-Lebanon Hospital Center December 2012 - January 2013
Albert Einstein College of Medicine May 2009 - August 2012
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Biological Sciences, Applied Economics and Management
The Bronx High School of Science 2007 — 2011
waleed syed's Guggenheim Partners Experience July 2014 - August 2014
Job Associate
Industry Management Consulting
Experience
Marakon 2015 - Present
Sinvio Capital May 2014 - December 2014
Guggenheim Partners July 2014 - August 2014
John Deere June 2013 - August 2013
Argonne National Laboratory November 2012 - April 2013
FEBA May 2012 - July 2012
Renters Refuge September 2011 - February 2012
Skills
Research, Data Analysis, Programming in C++ and..., SQL, Quantitative Analytics, PHP, mySQL, Excel, Object oriented C#, SPSS, Valuation, Quantitative Research, Microsoft Excel, Due Diligence, Algorithm Development, Financial Modeling, Technical Analysis, Hedging, Matlab, Financial Reporting, MS Excel Pivot Tables, Sensitivity Analysis
Education
Columbia University in the City of New York 2013 — 2015
BS, Operations Research- Financial Engineering
Loyola University Chicago 2010 — 2013
Bachelor of Science (BS), Physics
Marakon 2015 - Present
Sinvio Capital May 2014 - December 2014
Guggenheim Partners July 2014 - August 2014
John Deere June 2013 - August 2013
Argonne National Laboratory November 2012 - April 2013
FEBA May 2012 - July 2012
Renters Refuge September 2011 - February 2012
Skills
Research, Data Analysis, Programming in C++ and..., SQL, Quantitative Analytics, PHP, mySQL, Excel, Object oriented C#, SPSS, Valuation, Quantitative Research, Microsoft Excel, Due Diligence, Algorithm Development, Financial Modeling, Technical Analysis, Hedging, Matlab, Financial Reporting, MS Excel Pivot Tables, Sensitivity Analysis
Education
Columbia University in the City of New York 2013 — 2015
BS, Operations Research- Financial Engineering
Loyola University Chicago 2010 — 2013
Bachelor of Science (BS), Physics
Shane Sweeney Shane Sweeney's Guggenheim Partners Experience October 2015 - Present
Job Regional Sales Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2015 - Present
PNC August 2014 - September 2015
ING Financial Partners June 2013 - March 2014
Education
Eastern Illinois University 2010 — 2013
Bachelor's Degree, Economics
Colorado State University 2009 — 2010
Finance, General
Guggenheim Partners October 2015 - Present
PNC August 2014 - September 2015
ING Financial Partners June 2013 - March 2014
Education
Eastern Illinois University 2010 — 2013
Bachelor's Degree, Economics
Colorado State University 2009 — 2010
Finance, General
Susan Haery Susan Haery's Guggenheim Partners Experience February 2013 - July 2013
Job Senior Counsel at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt July 2013 - Present
Guggenheim Partners February 2013 - July 2013
UBS Global Asset Management December 2007 - February 2013
HFR Asset Management May 2006 - November 2007
PlusFunds Group January 2002 - May 2006
Refco August 1999 - October 2001
Skills
Investment Advisers Act, Securities Regulation, Securities, Corporate Governance, Hedge Funds, Private Placements, Investments, Corporate Law, ISDA, Global Asset Management, Legal Compliance, Fund Of Funds, Alternative Investments, Investment Management, Asset Management, Derivatives
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1996 — 1999
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science (B.S.), Psychology
Aon Hewitt July 2013 - Present
Guggenheim Partners February 2013 - July 2013
UBS Global Asset Management December 2007 - February 2013
HFR Asset Management May 2006 - November 2007
PlusFunds Group January 2002 - May 2006
Refco August 1999 - October 2001
Skills
Investment Advisers Act, Securities Regulation, Securities, Corporate Governance, Hedge Funds, Private Placements, Investments, Corporate Law, ISDA, Global Asset Management, Legal Compliance, Fund Of Funds, Alternative Investments, Investment Management, Asset Management, Derivatives
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1996 — 1999
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science (B.S.), Psychology
Holly Wu's Guggenheim Partners Experience June 2015 - August 2015
Job Summer Associate at Guggenheim Partners
Industry Financial Services
Experience
University of California, Berkeley, Haas School of Business August 2015 - Present
Columbia Business School August 2014 - Present
Guggenheim Partners June 2015 - August 2015
Collective[i] April 2015 - May 2015
KBW February 2011 - March 2014
New York University September 2007 - January 2011
PricewaterhouseCoopers June 2010 - August 2010
Skills
Bloomberg, Valuation, Investment Banking, Mergers & Acquisitions, Asset Management, Capital IQ, Wealth Management
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley, Haas School of Business
Master of Business Administration (MBA) Exchange Program
New York University - Leonard N. Stern School of Business 2007 — 2011
BS, Finance
University of California, Berkeley, Haas School of Business August 2015 - Present
Columbia Business School August 2014 - Present
Guggenheim Partners June 2015 - August 2015
Collective[i] April 2015 - May 2015
KBW February 2011 - March 2014
New York University September 2007 - January 2011
PricewaterhouseCoopers June 2010 - August 2010
Skills
Bloomberg, Valuation, Investment Banking, Mergers & Acquisitions, Asset Management, Capital IQ, Wealth Management
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley, Haas School of Business
Master of Business Administration (MBA) Exchange Program
New York University - Leonard N. Stern School of Business 2007 — 2011
BS, Finance
Scott Joyce's Guggenheim Partners Experience August 2013 - June 2015
Job Managing Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan September 2015 - Present
Guggenheim Partners August 2013 - June 2015
GCA Savvian Advisors July 2009 - August 2013
Morgan Stanley January 2007 - January 2009
Morgan Stanley January 2004 - December 2006
Morgan Stanley July 2000 - December 2003
PricewaterhouseCoopers Corporate Finance January 1997 - December 1998
Price Waterhouse Corporate Finance January 1995 - December 1996
Price Waterhouse September 1992 - December 1994
Skills
CPA, Series 63, Series 24, Series 7, Financial Analysis, Finance, Financial Modeling, Corporate Finance, Equities, Portfolio Management, Valuation, Investments, Investment Banking, Due Diligence, Financial Services, Fixed Income, Mergers & Acquisitions, Private Equity, Capital Markets, Venture Capital, Hedge Funds, Alternative Investments, Management, Corporate Development
Education
Columbia University - Columbia Business School 1999 — 2000
Master of Business Administration (MBA), Finance, General
Tulane University 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan September 2015 - Present
Guggenheim Partners August 2013 - June 2015
GCA Savvian Advisors July 2009 - August 2013
Morgan Stanley January 2007 - January 2009
Morgan Stanley January 2004 - December 2006
Morgan Stanley July 2000 - December 2003
PricewaterhouseCoopers Corporate Finance January 1997 - December 1998
Price Waterhouse Corporate Finance January 1995 - December 1996
Price Waterhouse September 1992 - December 1994
Skills
CPA, Series 63, Series 24, Series 7, Financial Analysis, Finance, Financial Modeling, Corporate Finance, Equities, Portfolio Management, Valuation, Investments, Investment Banking, Due Diligence, Financial Services, Fixed Income, Mergers & Acquisitions, Private Equity, Capital Markets, Venture Capital, Hedge Funds, Alternative Investments, Management, Corporate Development
Education
Columbia University - Columbia Business School 1999 — 2000
Master of Business Administration (MBA), Finance, General
Tulane University 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Joel Drosehn Joel Drosehn's Guggenheim Partners Experience June 2015 - August 2015
Job MBA Candidate, S.C. Johnson Graduate School of Management at Cornell University, Class of 2016
Industry Higher Education
Experience
Guggenheim Partners June 2015 - August 2015
JPMorgan Chase May 2012 - June 2014
JPMorgan Chase August 2010 - May 2012
University of Delaware April 2009 - June 2010
Skills
Finance, Data Analysis, Project Planning, Research, Microsoft Office, Marketing, Financial Analysis, Microsoft Excel, Community Outreach, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
University of Delaware 2006 — 2010
BS Finance, BS Economics cum laude
Guggenheim Partners June 2015 - August 2015
JPMorgan Chase May 2012 - June 2014
JPMorgan Chase August 2010 - May 2012
University of Delaware April 2009 - June 2010
Skills
Finance, Data Analysis, Project Planning, Research, Microsoft Office, Marketing, Financial Analysis, Microsoft Excel, Community Outreach, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
University of Delaware 2006 — 2010
BS Finance, BS Economics cum laude
Janine Miller Janine Miller's Guggenheim Partners Experience June 2015 - Present
Job Strategic Sourcing and Expense Management Intern at Guggenheim Partners
Industry Higher Education
Experience
Guggenheim Partners June 2015 - Present
Randa Accessories June 2014 - August 2014
AYR Distribution June 2013 - November 2013
Skills
Highly self-motivated, Research, Telephone Manner, Editing, Spanish, Facebook, Organization, Customer Service, Microsoft Word, Supply Chain Management, Microsoft Office, Retail, Access, PowerPoint, Microsoft Excel, Social Media, Microsoft Outlook, Social Networking, Time Management, Leadership, Marketing
Education
Lehigh University 2011 — 2015
Bachelor of Science (B.S.), Supply Chain Management, Minor in Psychology
Charles University in Prague 2014 — 2014
Bachelor's Degree, Supply Chain Management
Guggenheim Partners June 2015 - Present
Randa Accessories June 2014 - August 2014
AYR Distribution June 2013 - November 2013
Skills
Highly self-motivated, Research, Telephone Manner, Editing, Spanish, Facebook, Organization, Customer Service, Microsoft Word, Supply Chain Management, Microsoft Office, Retail, Access, PowerPoint, Microsoft Excel, Social Media, Microsoft Outlook, Social Networking, Time Management, Leadership, Marketing
Education
Lehigh University 2011 — 2015
Bachelor of Science (B.S.), Supply Chain Management, Minor in Psychology
Charles University in Prague 2014 — 2014
Bachelor's Degree, Supply Chain Management
Peter J. Lawson-Johnston's Guggenheim Partners Experience July 2013 - August 2013
Job Real Estate Development
Industry Real Estate
Experience
The Daniel Island Company January 2014 - Present
Guggenheim Partners July 2013 - August 2013
Guggenheim Retail Real Estate Partners, Inc. June 2013 - June 2013
Guggenheim Partners June 2012 - August 2012
Elgerbar Corporation June 2009 - June 2009
Vineyard Vines July 2006 - August 2006
Skills
Marketing, Real Estate Development, Sculpture, Photography, Organization, Microsoft Office, Email, Corporate Social..., Social Media, Social Networking, Social Media Marketing, Facebook, Research, Blogging, PowerPoint, Event Planning, Fundraising, Microsoft Excel
Education
College of Charleston 2009 — 2013
Bachelor of Arts (B.A.), Fine and Studio Arts
St. George's School 2005 — 2009
The Daniel Island Company January 2014 - Present
Guggenheim Partners July 2013 - August 2013
Guggenheim Retail Real Estate Partners, Inc. June 2013 - June 2013
Guggenheim Partners June 2012 - August 2012
Elgerbar Corporation June 2009 - June 2009
Vineyard Vines July 2006 - August 2006
Skills
Marketing, Real Estate Development, Sculpture, Photography, Organization, Microsoft Office, Email, Corporate Social..., Social Media, Social Networking, Social Media Marketing, Facebook, Research, Blogging, PowerPoint, Event Planning, Fundraising, Microsoft Excel
Education
College of Charleston 2009 — 2013
Bachelor of Arts (B.A.), Fine and Studio Arts
St. George's School 2005 — 2009
Jim (Jun) Jiang Jim (Jun) Jiang's Guggenheim Partners Experience June 2014 - December 2014
Job Investment Analyst at KKR Prisma
Industry Financial Services
Experience
KKR Prisma February 2015 - Present
Guggenheim Partners June 2014 - December 2014
Ivy Capital November 2011 - February 2012
Compac Sorting Equipment November 2009 - February 2010
Pinpoint Asset Management November 2008 - February 2009
Skills
Matlab, C++, Quantitative Analytics, C, Signal Processing, Filter Synthesis, Telecommunications, Financial Statement..., Risk Management, Commercial Law, Python
Education
Columbia University in the City of New York 2013 — 2014
Master's Degree, Financial Engineering
University of Auckland 2008 — 2012
Bachelor of Engineering (Honours), Electrical and Electronics Engineering
University of Auckland 2008 — 2012
Bachelor of Commerce, Finance & Commercial Law
KKR Prisma February 2015 - Present
Guggenheim Partners June 2014 - December 2014
Ivy Capital November 2011 - February 2012
Compac Sorting Equipment November 2009 - February 2010
Pinpoint Asset Management November 2008 - February 2009
Skills
Matlab, C++, Quantitative Analytics, C, Signal Processing, Filter Synthesis, Telecommunications, Financial Statement..., Risk Management, Commercial Law, Python
Education
Columbia University in the City of New York 2013 — 2014
Master's Degree, Financial Engineering
University of Auckland 2008 — 2012
Bachelor of Engineering (Honours), Electrical and Electronics Engineering
University of Auckland 2008 — 2012
Bachelor of Commerce, Finance & Commercial Law
Patrick B. Cooper's Guggenheim Partners Experience 2013 - 2014
Job Associate Analyst, Sovereign Risk Group at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service 2014 - Present
Guggenheim Partners 2013 - 2014
Thura Swiss 2013 - 2013
Center for Strategic and International Studies (CSIS) 2011 - 2011
The Asia Foundation 2011 - 2011
Delegation European Union to the United Nations 2010 - 2010
Delegation European Union to Indonesia, Brunei Darussalam, ASEAN 2010 - 2010
United Nations Economic and Social Commission for Asia and the Pacific 2009 - 2009
Education
Columbia University - School of International and Public Affairs
Master of International Affairs
Vrije Universiteit Brussel
Master Political Sciences
Institut d'Etudes Politiques de Toulouse
Erasmus
Universite de Toulouse II - Le Mirail
Erasmus
Vrije Universiteit Brussel
Bachelor History
Moody's Investors Service 2014 - Present
Guggenheim Partners 2013 - 2014
Thura Swiss 2013 - 2013
Center for Strategic and International Studies (CSIS) 2011 - 2011
The Asia Foundation 2011 - 2011
Delegation European Union to the United Nations 2010 - 2010
Delegation European Union to Indonesia, Brunei Darussalam, ASEAN 2010 - 2010
United Nations Economic and Social Commission for Asia and the Pacific 2009 - 2009
Education
Columbia University - School of International and Public Affairs
Master of International Affairs
Vrije Universiteit Brussel
Master Political Sciences
Institut d'Etudes Politiques de Toulouse
Erasmus
Universite de Toulouse II - Le Mirail
Erasmus
Vrije Universiteit Brussel
Bachelor History
Andre Semmler Andre Semmler's Guggenheim Partners Experience January 2014 - May 2014
Job Associate at Christofferson Robb & Company
Industry Capital Markets
Experience
Christofferson Robb & Company March 2015 - Present
First Eagle Investment Management June 2014 - August 2014
Guggenheim partners January 2014 - May 2014
First Eagle Investment Management June 2013 - August 2013
Macroeconomic Resarch Institute (IMK) January 2013 - May 2013
German Chamber of Commerce, Japan April 2012 - November 2012
Akebono Brake Industry Co., Ltd. November 2011 - March 2012
Skills
Finance, Stata, Market Analysis, Research, Valuation, Teaching, R, Value Investing, Microsoft Excel, Economics, Asset Management, Investments, Data Analysis, Analysis, Quantitative Analytics, Financial Modeling, Capital Markets, Monetary Policy
Education
Columbia University in the City of New York 2013 — 2015
Master of International Affairs, International Finance and Economic Policy
Trier University 2008 — 2011
Bachelor of Arts (B.A.), East Asian Studies / Economics
United Nations International School
International Baccalaurate
Christofferson Robb & Company March 2015 - Present
First Eagle Investment Management June 2014 - August 2014
Guggenheim partners January 2014 - May 2014
First Eagle Investment Management June 2013 - August 2013
Macroeconomic Resarch Institute (IMK) January 2013 - May 2013
German Chamber of Commerce, Japan April 2012 - November 2012
Akebono Brake Industry Co., Ltd. November 2011 - March 2012
Skills
Finance, Stata, Market Analysis, Research, Valuation, Teaching, R, Value Investing, Microsoft Excel, Economics, Asset Management, Investments, Data Analysis, Analysis, Quantitative Analytics, Financial Modeling, Capital Markets, Monetary Policy
Education
Columbia University in the City of New York 2013 — 2015
Master of International Affairs, International Finance and Economic Policy
Trier University 2008 — 2011
Bachelor of Arts (B.A.), East Asian Studies / Economics
United Nations International School
International Baccalaurate
Stephanie Luh, CFA Stephanie Luh, CFA's Guggenheim Partners Experience 2014 - Present
Job Vice President, Institutional Distribution at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners 2014 - Present
Tradewinds Global Investors, Nuveen Investments 2012 - 2013
Tradewinds Global Investors, Nuveen Investments 2010 - 2012
Tradewinds Global Investors, Nuveen Investments 2008 - 2010
Western Asset Management 2005 - 2008
Kayne Anderson Rudnick 2004 - 2004
Skills
Fixed Income, Hedge Funds, Bloomberg, Asset Allocation, Equities, Portfolio Management, Asset Managment, Investment Management, Investments, Investment Strategies, Asset Management, Mutual Funds, Portfolio Optimization, Bonds, Bloomberg Terminal, Capital Markets, Quantitative Analytics, Financial Markets, Emerging Markets, Options, Wealth Management, ETFs, Financial Analysis, Equity Research, Securities, Financial Services, Fixed Income Analysis, Private Equity, Valuation, Financial Modeling, High Yield, Equity Derivatives, Structured Products, Trading, Analytics, Fund Of Funds, Strategy, Investment Advisory, Equity Valuation, Separately Managed...
Education
Columbia University in the City of New York
Master’s Degree
Massachusetts Institute of Technology
Cross Registration
Wellesley College
Bachelor’s Degree, Mathematics, Economics
Westridge School
High School
Guggenheim Partners 2014 - Present
Tradewinds Global Investors, Nuveen Investments 2012 - 2013
Tradewinds Global Investors, Nuveen Investments 2010 - 2012
Tradewinds Global Investors, Nuveen Investments 2008 - 2010
Western Asset Management 2005 - 2008
Kayne Anderson Rudnick 2004 - 2004
Skills
Fixed Income, Hedge Funds, Bloomberg, Asset Allocation, Equities, Portfolio Management, Asset Managment, Investment Management, Investments, Investment Strategies, Asset Management, Mutual Funds, Portfolio Optimization, Bonds, Bloomberg Terminal, Capital Markets, Quantitative Analytics, Financial Markets, Emerging Markets, Options, Wealth Management, ETFs, Financial Analysis, Equity Research, Securities, Financial Services, Fixed Income Analysis, Private Equity, Valuation, Financial Modeling, High Yield, Equity Derivatives, Structured Products, Trading, Analytics, Fund Of Funds, Strategy, Investment Advisory, Equity Valuation, Separately Managed...
Education
Columbia University in the City of New York
Master’s Degree
Massachusetts Institute of Technology
Cross Registration
Wellesley College
Bachelor’s Degree, Mathematics, Economics
Westridge School
High School
Justine Toly Justine Toly's Guggenheim Partners Experience May 2012 - October 2013
Job Stay at Home Mom
Industry Executive Office
Experience
Toly Family August 2013 - Present
Guggenheim Partners May 2012 - October 2013
Guggenheim Funds Distributors, Inc March 2010 - May 2012
Claymore Securities March 2009 - March 2010
Education
Judson University 2005 — 2007
Bachelor of Arts (B.A.), History
College of DuPage 2003 — 2005
Toly Family August 2013 - Present
Guggenheim Partners May 2012 - October 2013
Guggenheim Funds Distributors, Inc March 2010 - May 2012
Claymore Securities March 2009 - March 2010
Education
Judson University 2005 — 2007
Bachelor of Arts (B.A.), History
College of DuPage 2003 — 2005
Joseph Strell Joseph Strell's Guggenheim Partners Experience June 2013 - August 2013
Job Demand Forecasting at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente April 2015 - Present
Dansbane Eländet, Inc 2000 - Present
Wells Fargo February 2014 - July 2014
Guggenheim Partners June 2013 - August 2013
Wells Fargo December 2011 - July 2012
Wells Fargo July 2010 - May 2011
Wells Fargo February 2010 - June 2010
Sutter Health June 2009 - January 2010
Sutter Health February 2008 - May 2009
Wells Fargo November 2006 - May 2007
Skills
Business Analysis, Integration, Project Management, Risk Management, Requirements Analysis, Program Management, Architecture, Analytics, SharePoint, Business Intelligence, Management, Project Planning, Technical Writing, Business Process..., SAS, Databases, Software Documentation, Security, Statistical Data..., SDLC, Enterprise Software, Strategy, Analysis, Quality Assurance, Program Architecture, PMO, Cross-functional Team..., Process Improvement, Disaster Recovery, Testing, Tableau, Access, SQL, Microsoft Excel, Visio, Strategic Planning, Predictive Analytics, Consulting, MS Project, Data Analysis, Sprinklr, Enterprise Architect, Vendor Management, Information Technology, Resource Management, Leadership, Business Process..., Software Project..., Project Portfolio...
Education
Columbia University in the City of New York
BA, East Asian Studies / Economics
Kaiser Permanente April 2015 - Present
Dansbane Eländet, Inc 2000 - Present
Wells Fargo February 2014 - July 2014
Guggenheim Partners June 2013 - August 2013
Wells Fargo December 2011 - July 2012
Wells Fargo July 2010 - May 2011
Wells Fargo February 2010 - June 2010
Sutter Health June 2009 - January 2010
Sutter Health February 2008 - May 2009
Wells Fargo November 2006 - May 2007
Skills
Business Analysis, Integration, Project Management, Risk Management, Requirements Analysis, Program Management, Architecture, Analytics, SharePoint, Business Intelligence, Management, Project Planning, Technical Writing, Business Process..., SAS, Databases, Software Documentation, Security, Statistical Data..., SDLC, Enterprise Software, Strategy, Analysis, Quality Assurance, Program Architecture, PMO, Cross-functional Team..., Process Improvement, Disaster Recovery, Testing, Tableau, Access, SQL, Microsoft Excel, Visio, Strategic Planning, Predictive Analytics, Consulting, MS Project, Data Analysis, Sprinklr, Enterprise Architect, Vendor Management, Information Technology, Resource Management, Leadership, Business Process..., Software Project..., Project Portfolio...
Education
Columbia University in the City of New York
BA, East Asian Studies / Economics
Zaid Doski's Guggenheim Partners Experience June 2015 - August 2015
Job Corporate Accounting Summer Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - August 2015
BNY Mellon June 2014 - August 2014
United States Marine Corps May 2009 - May 2013
Skills
Research, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Analysis, Social Media, English, Microsoft Excel, Leadership, Teamwork, Government, Security Clearance, Customer Service
Education
Columbia University in the City of New York 2013 — 2017
Bachelor of Arts (B.A.), Economics
Guggenheim Partners June 2015 - August 2015
BNY Mellon June 2014 - August 2014
United States Marine Corps May 2009 - May 2013
Skills
Research, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Analysis, Social Media, English, Microsoft Excel, Leadership, Teamwork, Government, Security Clearance, Customer Service
Education
Columbia University in the City of New York 2013 — 2017
Bachelor of Arts (B.A.), Economics
Joseph Guzzi Joseph Guzzi's Guggenheim Partners Experience March 2012 - Present
Job CDO Trader at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2012 - Present
Lehman Brothers August 2005 - September 2008
Fleet Bank September 2000 - July 2003
Education
Cornell University 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Tufts University 1995 — 1999
Bachelor's degree, Mechanical Engineering
Guggenheim Partners March 2012 - Present
Lehman Brothers August 2005 - September 2008
Fleet Bank September 2000 - July 2003
Education
Cornell University 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Tufts University 1995 — 1999
Bachelor's degree, Mechanical Engineering
Mike Choi Mike Choi's Guggenheim Partners Experience January 2007 - January 2014
Job Private Equity Acquisitions Valuation Specialist & Entrepreneur
Industry Real Estate
Experience
The Corux Group, LLC May 2011 - Present
Guggenheim Partners January 2007 - January 2014
Columbia Business School August 2004 - May 2006
Nonprofit Finance Fund June 2005 - August 2005
Corsair Studio (formerly, Blue Hypermedia) February 1999 - August 2004
The Center for Third World Organizing (CTWO) August 1997 - January 1999
SEIU June 1997 - August 1997
Cornell University September 1994 - May 1997
Roslyn Highlands Fire Department August 1992 - August 1996
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Real Estate Investment..., Real Estate Investment, Project Management, Training & Development, Presentation/Sales, Marketing Communications, IT Management, Information Systems..., Graphic Design, PHP, HTML, CSS, SQL, JavaScript, VBScript, AJAX, CFML, ASP, Wordpress, Investment Properties, Business Development, Strategy, WordPress, Corporate Finance, Private Equity, Due Diligence, Valuation, Finance, Investments, Analysis, Forecasting, Entrepreneurship, Business Strategy
Education
Columbia University - Columbia Business School 2004 — 2006
Master of Business Administration (M.B.A.), Finance & Entrepreneurship
Cornell University 1993 — 1997
Bachelor's Degree, Gender Studies (Anthropology)
Columbia University in the City of New York 2003 — 2003
Certificate, Business, GPA: 4.1/4.0
Parsons School of Design 2008 — 2009
Certificate (In Progress), Fine Arts
Roslyn High School 1991 — 1993
High School, (Roslyn Heights, NY), GPA: 3.83/4.0
Mira Costa High School 1989 — 1991
High School, (Manhattan Beach, CA), GPA: 4.0/4.0
The Corux Group, LLC May 2011 - Present
Guggenheim Partners January 2007 - January 2014
Columbia Business School August 2004 - May 2006
Nonprofit Finance Fund June 2005 - August 2005
Corsair Studio (formerly, Blue Hypermedia) February 1999 - August 2004
The Center for Third World Organizing (CTWO) August 1997 - January 1999
SEIU June 1997 - August 1997
Cornell University September 1994 - May 1997
Roslyn Highlands Fire Department August 1992 - August 1996
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Real Estate Investment..., Real Estate Investment, Project Management, Training & Development, Presentation/Sales, Marketing Communications, IT Management, Information Systems..., Graphic Design, PHP, HTML, CSS, SQL, JavaScript, VBScript, AJAX, CFML, ASP, Wordpress, Investment Properties, Business Development, Strategy, WordPress, Corporate Finance, Private Equity, Due Diligence, Valuation, Finance, Investments, Analysis, Forecasting, Entrepreneurship, Business Strategy
Education
Columbia University - Columbia Business School 2004 — 2006
Master of Business Administration (M.B.A.), Finance & Entrepreneurship
Cornell University 1993 — 1997
Bachelor's Degree, Gender Studies (Anthropology)
Columbia University in the City of New York 2003 — 2003
Certificate, Business, GPA: 4.1/4.0
Parsons School of Design 2008 — 2009
Certificate (In Progress), Fine Arts
Roslyn High School 1991 — 1993
High School, (Roslyn Heights, NY), GPA: 3.83/4.0
Mira Costa High School 1989 — 1991
High School, (Manhattan Beach, CA), GPA: 4.0/4.0
Adil Djamalov's Guggenheim Partners Experience August 2015 - Present
Job Investment Banking Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2015 - Present
Guggenheim Partners June 2014 - August 2014
Auriemma Consulting Group March 2011 - May 2013
MMG Partners 2009 - 2010
RBC Dominion Securities 2006 - 2007
Skills
Analytics, Bloomberg, Data Analysis, Financial Services, Management Consulting, Credit Cards, Market Research, Strategy, Research, Business Strategy, Financial Modeling, Microsoft Excel, Analysis, Portfolio Management, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Cambridge 2005 — 2008
BA, Economics
Columbia University in the City of New York 2008 — 2009
PostBac, Business
Marianopolis College 2003 — 2005
Guggenheim Partners August 2015 - Present
Guggenheim Partners June 2014 - August 2014
Auriemma Consulting Group March 2011 - May 2013
MMG Partners 2009 - 2010
RBC Dominion Securities 2006 - 2007
Skills
Analytics, Bloomberg, Data Analysis, Financial Services, Management Consulting, Credit Cards, Market Research, Strategy, Research, Business Strategy, Financial Modeling, Microsoft Excel, Analysis, Portfolio Management, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Cambridge 2005 — 2008
BA, Economics
Columbia University in the City of New York 2008 — 2009
PostBac, Business
Marianopolis College 2003 — 2005
Chris Ruffle Chris Ruffle's Guggenheim Partners Experience August 2015 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Guggenheim Partners August 2015 - Present
Piper Jaffray July 2014 - July 2015
Bridge Street Advisors June 2013 - August 2013
Tobin & Company Investment Banking Group May 2012 - July 2012
Knowledge Capital Group April 2012 - May 2012
Tandem Investment Advisors, Inc. August 2011 - December 2011
College of Charleston Call Center September 2010 - December 2010
Skills
Mergers & Acquisitions, Financial Modeling
Education
Claremont McKenna College 2013 — 2014
Master's in Finance
College of Charleston 2009 — 2013
Economics, Finance
Guggenheim Partners August 2015 - Present
Piper Jaffray July 2014 - July 2015
Bridge Street Advisors June 2013 - August 2013
Tobin & Company Investment Banking Group May 2012 - July 2012
Knowledge Capital Group April 2012 - May 2012
Tandem Investment Advisors, Inc. August 2011 - December 2011
College of Charleston Call Center September 2010 - December 2010
Skills
Mergers & Acquisitions, Financial Modeling
Education
Claremont McKenna College 2013 — 2014
Master's in Finance
College of Charleston 2009 — 2013
Economics, Finance
Leon Ivery Leon Ivery's Guggenheim Partners Experience June 2011 - April 2015
Job Structured Investments
Industry Investment Management
Experience
New York Life Investment Management April 2015 - Present
Guggenheim Partners June 2011 - April 2015
Skills
Financial Modeling, Real Estate, Commercial Real Estate..., Real Estate Transactions, Structured Products, Securitization, Financial Analysis, Valuation, Due Diligence, Investments, Capital Markets, Fixed Income, Microsoft Office, Finance, Microsoft Excel, Loans, Trading, Equities
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Menlo School 2003 — 2007
High School Diploma
New York Life Investment Management April 2015 - Present
Guggenheim Partners June 2011 - April 2015
Skills
Financial Modeling, Real Estate, Commercial Real Estate..., Real Estate Transactions, Structured Products, Securitization, Financial Analysis, Valuation, Due Diligence, Investments, Capital Markets, Fixed Income, Microsoft Office, Finance, Microsoft Excel, Loans, Trading, Equities
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Menlo School 2003 — 2007
High School Diploma
Jeriel Ong Jeriel Ong's Guggenheim Partners Experience 2011 - 2011
Job Equity Research Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2014 - Present
Jefferies & Company 2013 - 2014
Ocean Tomo 2012 - 2013
Guggenheim Partners 2011 - 2011
Education
University of Southern California 2007 — 2011
Bachelors of Arts, Economics
University of Southern California - Marshall School of Business 2007 — 2011
Bachelors of Science, Business Administration
Choate Rosemary Hall 2004 — 2007
RBC Capital Markets 2014 - Present
Jefferies & Company 2013 - 2014
Ocean Tomo 2012 - 2013
Guggenheim Partners 2011 - 2011
Education
University of Southern California 2007 — 2011
Bachelors of Arts, Economics
University of Southern California - Marshall School of Business 2007 — 2011
Bachelors of Science, Business Administration
Choate Rosemary Hall 2004 — 2007
Peter Duran Peter Duran's Guggenheim Partners Experience July 2012 - Present
Job Senior Desktop Support Associate at Guggenheim Global Trading
Industry Information Technology and Services
Experience
Guggenheim Partners July 2012 - Present
The Princeton Group April 2012 - July 2012
RBS Securities Inc. May 2008 - April 2012
AYSO 2010 - 2012
QVT Financial LP February 2008 - May 2008
Gravitas Technology January 2008 - May 2008
UBS Investment Bank 1994 - 2007
UBS 1994 - 2007
Perot Systems 1998 - 2006
Union Bank of Switzerland 1994 - 1998
Skills
Trading Systems, Disaster Recovery, Active Directory, Red Hat Linux, Bloomberg, Market Data, Networking, Technical Support, XP, Data Center, ITIL, Trading, Information Technology, Infrastructure, Servers, Unix, User Friendly, Desktop Application..., Vendor Management, Positive Personality, SharePoint, Incident Management, Technical Skillset, Executive Support, VMware
Education
City University of New York-Brooklyn College 1985 — 1991
BS, Computer and Information Science
Guggenheim Partners July 2012 - Present
The Princeton Group April 2012 - July 2012
RBS Securities Inc. May 2008 - April 2012
AYSO 2010 - 2012
QVT Financial LP February 2008 - May 2008
Gravitas Technology January 2008 - May 2008
UBS Investment Bank 1994 - 2007
UBS 1994 - 2007
Perot Systems 1998 - 2006
Union Bank of Switzerland 1994 - 1998
Skills
Trading Systems, Disaster Recovery, Active Directory, Red Hat Linux, Bloomberg, Market Data, Networking, Technical Support, XP, Data Center, ITIL, Trading, Information Technology, Infrastructure, Servers, Unix, User Friendly, Desktop Application..., Vendor Management, Positive Personality, SharePoint, Incident Management, Technical Skillset, Executive Support, VMware
Education
City University of New York-Brooklyn College 1985 — 1991
BS, Computer and Information Science
Chris Miller Chris Miller's Guggenheim Partners Experience October 2009 - October 2014
Job Managing Partner at Shearwater Aero Capital
Industry Aviation & Aerospace
Experience
Shearwater Aero Capital October 2014 - Present
Guggenheim Partners October 2009 - October 2014
Guggenheim aero Finance Company May 2007 - November 2009
LeadCorps January 2004 - April 2007
McKinney Rogers February 2003 - March 2004
Workstream, Inc. September 2001 - May 2002
6FigureJobs.com March 1998 - May 2002
USMC May 1988 - March 1996
Skills
Aviation, Operations Management, Business Strategy, Business Planning, Risk Management, Business Development, Contract Negotiation, Aircraft, New Business Development, Strategic Planning, Team Building, Portfolio Management, Entrepreneurship, Commercial Aviation, Management, Negotiation, Process Improvement, Recruiting, Leadership, Strategic Partnerships, Competitive Analysis, Security Clearance, Project Management
Education
Columbia University 1996 — 1998
MBA
Denison University 1984 — 1988
BA, Psychology
New Canaan High School 1980 — 1984
Shearwater Aero Capital October 2014 - Present
Guggenheim Partners October 2009 - October 2014
Guggenheim aero Finance Company May 2007 - November 2009
LeadCorps January 2004 - April 2007
McKinney Rogers February 2003 - March 2004
Workstream, Inc. September 2001 - May 2002
6FigureJobs.com March 1998 - May 2002
USMC May 1988 - March 1996
Skills
Aviation, Operations Management, Business Strategy, Business Planning, Risk Management, Business Development, Contract Negotiation, Aircraft, New Business Development, Strategic Planning, Team Building, Portfolio Management, Entrepreneurship, Commercial Aviation, Management, Negotiation, Process Improvement, Recruiting, Leadership, Strategic Partnerships, Competitive Analysis, Security Clearance, Project Management
Education
Columbia University 1996 — 1998
MBA
Denison University 1984 — 1988
BA, Psychology
New Canaan High School 1980 — 1984
Amy Wang Amy Wang's Guggenheim Partners Experience June 2014 - July 2014
Job MBA Candidate at Cornell University Johnson
Industry Financial Services
Experience
Dimensional Fund Advisors May 2015 - August 2015
Guggenheim Partners June 2014 - July 2014
PIMCO November 2010 - April 2013
PIMCO June 2008 - November 2010
Colony Capital, LLC March 2007 - April 2008
SunAmerica Financial Group February 2006 - March 2007
UCLA Anderson School of Management September 2005 - February 2006
Merrill Lynch June 2005 - September 2005
Skills
Private Equity, Fixed Income, Strategy, Portfolio Management, Investments, Investment Strategies, Investment Management, Entrepreneurship, Strategic Partnerships, Equities, Finance, Due Diligence, Valuation, Mutual Funds, Bloomberg, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Capital Markets and Asset Management (CMAM)
University of California, Los Angeles 2004 — 2008
B.A., Economics
Rancho Cucamonga High School 2000 — 2004
High School Diploma, 4.52/4.00
Dimensional Fund Advisors May 2015 - August 2015
Guggenheim Partners June 2014 - July 2014
PIMCO November 2010 - April 2013
PIMCO June 2008 - November 2010
Colony Capital, LLC March 2007 - April 2008
SunAmerica Financial Group February 2006 - March 2007
UCLA Anderson School of Management September 2005 - February 2006
Merrill Lynch June 2005 - September 2005
Skills
Private Equity, Fixed Income, Strategy, Portfolio Management, Investments, Investment Strategies, Investment Management, Entrepreneurship, Strategic Partnerships, Equities, Finance, Due Diligence, Valuation, Mutual Funds, Bloomberg, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Capital Markets and Asset Management (CMAM)
University of California, Los Angeles 2004 — 2008
B.A., Economics
Rancho Cucamonga High School 2000 — 2004
High School Diploma, 4.52/4.00
Farez Alibay, CFA Farez Alibay, CFA's Guggenheim Partners Experience November 2013 - May 2015
Job
Industry Financial Services
Experience
Guggenheim Life and Annuity Company June 2015 - Present
Guggenheim Partners November 2013 - May 2015
EARNEST Partners June 2011 - October 2013
Four Rivers Group June 2009 - June 2011
Deutsche Bank June 2010 - August 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2003 - September 2008
Skills
Financial Modeling, Equities, Equity Research, Fixed Income, Hedge Funds, Emerging Markets, Capital Markets, Portfolio Management, Alternative Investments, Private Equity, Asset Allocation, Asset Managment, Insurance
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Cornell University 2002 — 2003
Master of Engineering, Computer Science
Illinois Institute of Technology 1999 — 2001
Bachelor of Science, Computer Science
Guggenheim Life and Annuity Company June 2015 - Present
Guggenheim Partners November 2013 - May 2015
EARNEST Partners June 2011 - October 2013
Four Rivers Group June 2009 - June 2011
Deutsche Bank June 2010 - August 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2003 - September 2008
Skills
Financial Modeling, Equities, Equity Research, Fixed Income, Hedge Funds, Emerging Markets, Capital Markets, Portfolio Management, Alternative Investments, Private Equity, Asset Allocation, Asset Managment, Insurance
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Cornell University 2002 — 2003
Master of Engineering, Computer Science
Illinois Institute of Technology 1999 — 2001
Bachelor of Science, Computer Science
Robert Ramirez's Guggenheim Partners Experience August 2015 - Present
Job Investment Banking Associate at Guggenheim Partners | Columbia Business School MBA '15
Industry Investment Banking
Experience
Guggenheim Partners August 2015 - Present
Columbia Business School August 2013 - May 2015
Moelis & Company June 2014 - August 2014
U.S. Naval Forces Central Command August 2012 - August 2013
USS GRIDLEY (DDG 101) November 2010 - June 2012
USS GARY (FFG 51) June 2008 - October 2010
Skills
Security Clearance, Military, Operational Planning, Military Operations, National Security, Military Experience, Program Management, Government, Top Secret, Intelligence, Operations Management, Defense, Cross-functional Team..., Interagency Coordination, Training, Financial Modeling, DCF Valuation, Valuation, Corporate Finance, Resource Management, Foreign Policy, Logistics, Small Unit Leadership, Team Leadership, Leadership, Strategy, Financial Analysis, Management, Mergers & Acquisitions, Analysis, Finance, Strategic Planning, Business Development, Business Strategy
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Naval War College 2012 — 2012
Maritime Staff Operations Course (MSOC)
United States Naval Academy 2004 — 2008
Bachelor of Science
Gulliver Preparatory School 2000 — 2004
High School
Gulliver Academy 1991 — 2000
Guggenheim Partners August 2015 - Present
Columbia Business School August 2013 - May 2015
Moelis & Company June 2014 - August 2014
U.S. Naval Forces Central Command August 2012 - August 2013
USS GRIDLEY (DDG 101) November 2010 - June 2012
USS GARY (FFG 51) June 2008 - October 2010
Skills
Security Clearance, Military, Operational Planning, Military Operations, National Security, Military Experience, Program Management, Government, Top Secret, Intelligence, Operations Management, Defense, Cross-functional Team..., Interagency Coordination, Training, Financial Modeling, DCF Valuation, Valuation, Corporate Finance, Resource Management, Foreign Policy, Logistics, Small Unit Leadership, Team Leadership, Leadership, Strategy, Financial Analysis, Management, Mergers & Acquisitions, Analysis, Finance, Strategic Planning, Business Development, Business Strategy
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Naval War College 2012 — 2012
Maritime Staff Operations Course (MSOC)
United States Naval Academy 2004 — 2008
Bachelor of Science
Gulliver Preparatory School 2000 — 2004
High School
Gulliver Academy 1991 — 2000
Jacob Seide's Guggenheim Partners Experience September 2015 - Present
Job Incoming Equity Research Associate | Guggenheim Securities at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2015 - Present
Guggenheim Partners June 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Research, PowerPoint, Microsoft Word, Public Speaking, Teamwork, Social Media, Analysis, Data Analysis, Investments, Leadership, Equities
Education
Cornell University 2012 — 2016
Industrial and Labor Relations, Economics
Guggenheim Partners September 2015 - Present
Guggenheim Partners June 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Research, PowerPoint, Microsoft Word, Public Speaking, Teamwork, Social Media, Analysis, Data Analysis, Investments, Leadership, Equities
Education
Cornell University 2012 — 2016
Industrial and Labor Relations, Economics
Erica Johnson Erica Johnson's Guggenheim Partners Experience 2007 - 2013
Job Managing Partner at ERJ Group
Industry Financial Services
Experience
ERJ Group 2013 - Present
Guggenheim Partners 2007 - 2013
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Georgetown University
Bachelor's Degree
ERJ Group 2013 - Present
Guggenheim Partners 2007 - 2013
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Georgetown University
Bachelor's Degree
Grace Kim Grace Kim's Guggenheim Partners Experience 2005 - August 2010
Job Principal, Investor Relations at Arsenal Capital Partners
Industry Venture Capital & Private Equity
Experience
Arsenal Capital Partners June 2014 - Present
Providence Equity Partners September 2013 - April 2014
Forbes Private Capital Group / G2 Investment Group, LLC August 2010 - September 2013
Guggenheim Partners 2005 - August 2010
JP Morgan Investment Management 2000 - 2003
J.P. Morgan 1998 - 2000
Skills
Investor Relations, alternative, Marketing, Private Equity, Due Diligence, investments, Fundraising, Series 7, Alternative Investments, Fixed Income, Corporate Finance, Fund Of Funds, Business Development, Securities, Capital Raising, Hedge Funds, Portfolio Management, Management, Capital Markets
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Columbia University in the City of New York 1994 — 1998
BA, Economics
Arsenal Capital Partners June 2014 - Present
Providence Equity Partners September 2013 - April 2014
Forbes Private Capital Group / G2 Investment Group, LLC August 2010 - September 2013
Guggenheim Partners 2005 - August 2010
JP Morgan Investment Management 2000 - 2003
J.P. Morgan 1998 - 2000
Skills
Investor Relations, alternative, Marketing, Private Equity, Due Diligence, investments, Fundraising, Series 7, Alternative Investments, Fixed Income, Corporate Finance, Fund Of Funds, Business Development, Securities, Capital Raising, Hedge Funds, Portfolio Management, Management, Capital Markets
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Columbia University in the City of New York 1994 — 1998
BA, Economics
Bradford Pilcher Bradford Pilcher's Guggenheim Partners Experience 2011 - Present
Job Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 2011 - Present
Mizuho Securities USA Inc. 2010 - 2011
Swiss Re 2005 - 2009
Bridgewater Associates 2004 - 2005
Education
Columbia University in the City of New York 2000 — 2004
Guggenheim Partners 2011 - Present
Mizuho Securities USA Inc. 2010 - 2011
Swiss Re 2005 - 2009
Bridgewater Associates 2004 - 2005
Education
Columbia University in the City of New York 2000 — 2004
Jack Farr's Guggenheim Partners Experience July 2013 - December 2013
Job Masters in Economics Candidate at Columbia University
Industry Financial Services
Experience
Guggenheim Commercial Real Estate Finance January 2014 - July 2015
Guggenheim Partners July 2013 - December 2013
Guggenheim Partners June 2012 - August 2012
Institute for Student Business Education / Nugget Group January 2012 - June 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Economics, Public Speaking, Social Media, Financial Modeling, Editing, Data Analysis, Photoshop, Financial Analysis, Stata, Equities
Education
Columbia University in the City of New York 2015 — 2016
Master of Arts (M.A.), Economics
Northwestern University 2009 — 2013
Bachelor of Science (BS), Economics, 3.7
London School of Economics and Political Science 2011 — 2011
Summer Student, Economics
St. Mark's School 2004 — 2008
Guggenheim Commercial Real Estate Finance January 2014 - July 2015
Guggenheim Partners July 2013 - December 2013
Guggenheim Partners June 2012 - August 2012
Institute for Student Business Education / Nugget Group January 2012 - June 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Economics, Public Speaking, Social Media, Financial Modeling, Editing, Data Analysis, Photoshop, Financial Analysis, Stata, Equities
Education
Columbia University in the City of New York 2015 — 2016
Master of Arts (M.A.), Economics
Northwestern University 2009 — 2013
Bachelor of Science (BS), Economics, 3.7
London School of Economics and Political Science 2011 — 2011
Summer Student, Economics
St. Mark's School 2004 — 2008
Nicole Croft Nicole Croft's Guggenheim Partners Experience May 2013 - May 2015
Job Associate at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities May 2015 - Present
Guggenheim Partners May 2013 - May 2015
DC Enterprise October 2011 - April 2013
Rent Manhattan May 2009 - September 2011
Strayer University August 2008 - April 2009
Amazon January 2008 - August 2008
Greystar Management January 2007 - November 2007
Skills
Sales Support, Salesforce.com, Product Marketing, Customer Service, Real Estate, Publishing, College Recruiting, Leasing, Market Research, Lead Generation, Microsoft Office, Phone Sales, Sales Operations, Telemarketing, Sales, Human Resources, Contract Negotiation, Marketing, Time Management, Social Networking, Office Management, PowerPoint, Leadership, Microsoft Word, Social Media
Education
College of Charleston 2001 — 2005
Bachelor of Arts, Communication
New York Real Estate Institute 2010 — 2010
Real Estate Salesperson
Guggenheim Securities May 2015 - Present
Guggenheim Partners May 2013 - May 2015
DC Enterprise October 2011 - April 2013
Rent Manhattan May 2009 - September 2011
Strayer University August 2008 - April 2009
Amazon January 2008 - August 2008
Greystar Management January 2007 - November 2007
Skills
Sales Support, Salesforce.com, Product Marketing, Customer Service, Real Estate, Publishing, College Recruiting, Leasing, Market Research, Lead Generation, Microsoft Office, Phone Sales, Sales Operations, Telemarketing, Sales, Human Resources, Contract Negotiation, Marketing, Time Management, Social Networking, Office Management, PowerPoint, Leadership, Microsoft Word, Social Media
Education
College of Charleston 2001 — 2005
Bachelor of Arts, Communication
New York Real Estate Institute 2010 — 2010
Real Estate Salesperson
Andy Shalbrack Andy Shalbrack's Guggenheim Partners Experience April 2013 - Present
Job Financing Trader at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners April 2013 - Present
Barclays Investment Bank January 2013 - March 2013
Barclays Capital June 2011 - December 2012
Barclays Capital August 2010 - May 2011
Barclays Capital June 2009 - August 2009
Morgan Stanley March 2008 - August 2008
Skills
Fixed Income, Equities, Bloomberg, Hedge Funds, Capital Markets, Corporate Finance, Microsoft Excel, Financial Modeling, Investment Banking, Trading, Asset Management, Financial Analysis
Education
Columbia University in the City of New York 2006 — 2010
BA, Political Science
Guggenheim Partners April 2013 - Present
Barclays Investment Bank January 2013 - March 2013
Barclays Capital June 2011 - December 2012
Barclays Capital August 2010 - May 2011
Barclays Capital June 2009 - August 2009
Morgan Stanley March 2008 - August 2008
Skills
Fixed Income, Equities, Bloomberg, Hedge Funds, Capital Markets, Corporate Finance, Microsoft Excel, Financial Modeling, Investment Banking, Trading, Asset Management, Financial Analysis
Education
Columbia University in the City of New York 2006 — 2010
BA, Political Science
Dena Lacey's Guggenheim Partners Experience 1999 - Present
Job Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 1999 - Present
First Premier Bank 1998 - 1999
OppenheimerFunds 1994 - 1998
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Hedge Funds, Portfolio Management, Bonds, Series 7, Trading, Options, Structured Finance, Structured Products
Education
University of Colorado at Denver 1996 — 1998
MS, Finance
Colorado State University 1990 — 1993
BS, Finance
Guggenheim Partners 1999 - Present
First Premier Bank 1998 - 1999
OppenheimerFunds 1994 - 1998
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Hedge Funds, Portfolio Management, Bonds, Series 7, Trading, Options, Structured Finance, Structured Products
Education
University of Colorado at Denver 1996 — 1998
MS, Finance
Colorado State University 1990 — 1993
BS, Finance
Scott Massingale Scott Massingale's Guggenheim Partners Experience January 2012 - Present
Job Network Administrator / Desktop Support Engineer
Industry Information Technology and Services
Experience
Guggenheim Partners January 2012 - Present
Henderson Global Investors January 2001 - August 2011
William Blair and Company August 1999 - January 2001
Robert W. Baird 1998 - 1999
US Navy June 1987 - October 1995
Skills
Windows Server 2008, Windows Server 2003, Active Directory, Microsoft Exchange, Wireless Networking, Citrix, Windows XP Professional, Windows 7, Video Conferencing, Blackberry Enterprise..., Avaya PBX, Symantec Ghost, Symantec Endpoint..., Bloomberg Terminal, Microsoft Office, Technical Documentation, Good Technology, DHCP, TCP/IP, Spiceworks, MCDST, Windows Server, Troubleshooting, Security, Blackberry, Network Administration, Network Security, Cisco Technologies, Technical Support, Networking, Hardware, Avaya, Norton Ghost
Education
Chaminade University of Honolulu 1991 — 1994
Hyde Park Career Academy 1983 — 1987
Guggenheim Partners January 2012 - Present
Henderson Global Investors January 2001 - August 2011
William Blair and Company August 1999 - January 2001
Robert W. Baird 1998 - 1999
US Navy June 1987 - October 1995
Skills
Windows Server 2008, Windows Server 2003, Active Directory, Microsoft Exchange, Wireless Networking, Citrix, Windows XP Professional, Windows 7, Video Conferencing, Blackberry Enterprise..., Avaya PBX, Symantec Ghost, Symantec Endpoint..., Bloomberg Terminal, Microsoft Office, Technical Documentation, Good Technology, DHCP, TCP/IP, Spiceworks, MCDST, Windows Server, Troubleshooting, Security, Blackberry, Network Administration, Network Security, Cisco Technologies, Technical Support, Networking, Hardware, Avaya, Norton Ghost
Education
Chaminade University of Honolulu 1991 — 1994
Hyde Park Career Academy 1983 — 1987
Diana Winterroth-Mikota Diana Winterroth-Mikota's Guggenheim Partners Experience December 2012 - Present
Job IT Procurement Analyst at Guggenheim Partners
Industry Computer Hardware
Experience
Guggenheim Partners December 2012 - Present
Motorola Solutions April 2011 - May 2012
Motorola May 2000 - June 2011
Zenith Electronics, Corp February 1985 - October 1999
Skills
Telecommunications, Wireless Networking, Cellular Communications, Wireless, Mobile Devices, IT Procurement, Asset Managment, Vendor Management, Cross-functional Team..., Account Management, Management, Hardware, Mobile Technology, Integration, Procurement, Troubleshooting, Project Management, Asset Management, Cisco Technologies, IT Operations, Windows, VoIP, Outsourcing, Data Center, BMC Remedy, Solution Selling, Software Documentation, Process Improvement, Information Technology, Software Project..., Technical Support
Education
Computer Learning Center 1997 — 1999
Diploma, Computerized Business Systems
Columbia College Chicago 1983 — 1984
Photography
Oakton Community College 1982 — 1983
Guggenheim Partners December 2012 - Present
Motorola Solutions April 2011 - May 2012
Motorola May 2000 - June 2011
Zenith Electronics, Corp February 1985 - October 1999
Skills
Telecommunications, Wireless Networking, Cellular Communications, Wireless, Mobile Devices, IT Procurement, Asset Managment, Vendor Management, Cross-functional Team..., Account Management, Management, Hardware, Mobile Technology, Integration, Procurement, Troubleshooting, Project Management, Asset Management, Cisco Technologies, IT Operations, Windows, VoIP, Outsourcing, Data Center, BMC Remedy, Solution Selling, Software Documentation, Process Improvement, Information Technology, Software Project..., Technical Support
Education
Computer Learning Center 1997 — 1999
Diploma, Computerized Business Systems
Columbia College Chicago 1983 — 1984
Photography
Oakton Community College 1982 — 1983
Diana Merenda Diana Merenda's Guggenheim Partners Experience March 2011 - April 2012
Job Client Service & Marketing Development Expert || Consultant, Trainer, Author, Speaker
Industry Financial Services
Experience
Baruch College, Zicklin School of Business January 2015 - Present
Client Lifecycle Solutions LLC, Client Lifecycle Exchange® June 2012 - Present
Guggenheim Partners March 2011 - April 2012
Incorporated Village of Plandome Heights April 2005 - March 2012
Cutwater Asset Management (aka MBIA Asset Management) November 2009 - January 2011
S C O P E 2005 - 2010
Bear Stearns Asset Management / JPMC September 2007 - March 2009
Deutsche Asset Management March 2001 - August 2007
Morgan Stanley Investment Management 2000 - 2001
Lazard Asset Management 1994 - 2000
Skills
Entrepreneurship, Process Improvement, Risk Management, Strategy, CRM, Staff Development, Management, Marketing Management, Asset Management, Leadership, Engaging Public Speaker, Superior Client Service, Problem Solving, GIPS Compliance, Internal Audit, Project Management, Collaborative Leadership, Strengthening Client..., Collateral Management, New Business Development, Policy Writing, Data Management for..., Department Budgeting, RFP Management, Fixed Income, Sales, Chief of Staff, Chief Administrative..., New Business..., Lean Disruptive Thinking, Relationship Management, Public Speaking, Financial Modeling, Executive Management, Team Building, Training, Securities, Policy, Team Leadership, Vendor Management, Business Analysis, Private Equity, Cross-functional Team..., ETFs, Operations Management, Disruptive Technologies, Mentoring, Institutional..., Mergers, Research
Education
Baruch College, Zicklin School of Business, MBA Business Policy
MBA, Business Policy & Strategy; BA in Communications from Hunter College
The Landmark Curriculum for Living 2014 — 2015
Effective Communication & Interpersonal Relations
Entrepreneurship - Hofstra University 2012 — 2013
Entrepreneurship/Entrepreneurial Studies, Won First Prize - Best Business Plan, Capital One Bank
Founder Institute - New York Division
Entrepreneurial and Small Business Operations
Claritas Investment Certificate
Claritas® Investment Certificate, CFA Institute ID #6916469, Asset Management
Project Management - Hofstra University
Project Management Courses
City University of New York-Hunter College
Bachelor's degree, Communications Major, Education Minor
Dale Carnegie Leadership Course - Lazard
Six Sigma Green Belt - Deutsche Bank
Baruch College, Zicklin School of Business January 2015 - Present
Client Lifecycle Solutions LLC, Client Lifecycle Exchange® June 2012 - Present
Guggenheim Partners March 2011 - April 2012
Incorporated Village of Plandome Heights April 2005 - March 2012
Cutwater Asset Management (aka MBIA Asset Management) November 2009 - January 2011
S C O P E 2005 - 2010
Bear Stearns Asset Management / JPMC September 2007 - March 2009
Deutsche Asset Management March 2001 - August 2007
Morgan Stanley Investment Management 2000 - 2001
Lazard Asset Management 1994 - 2000
Skills
Entrepreneurship, Process Improvement, Risk Management, Strategy, CRM, Staff Development, Management, Marketing Management, Asset Management, Leadership, Engaging Public Speaker, Superior Client Service, Problem Solving, GIPS Compliance, Internal Audit, Project Management, Collaborative Leadership, Strengthening Client..., Collateral Management, New Business Development, Policy Writing, Data Management for..., Department Budgeting, RFP Management, Fixed Income, Sales, Chief of Staff, Chief Administrative..., New Business..., Lean Disruptive Thinking, Relationship Management, Public Speaking, Financial Modeling, Executive Management, Team Building, Training, Securities, Policy, Team Leadership, Vendor Management, Business Analysis, Private Equity, Cross-functional Team..., ETFs, Operations Management, Disruptive Technologies, Mentoring, Institutional..., Mergers, Research
Education
Baruch College, Zicklin School of Business, MBA Business Policy
MBA, Business Policy & Strategy; BA in Communications from Hunter College
The Landmark Curriculum for Living 2014 — 2015
Effective Communication & Interpersonal Relations
Entrepreneurship - Hofstra University 2012 — 2013
Entrepreneurship/Entrepreneurial Studies, Won First Prize - Best Business Plan, Capital One Bank
Founder Institute - New York Division
Entrepreneurial and Small Business Operations
Claritas Investment Certificate
Claritas® Investment Certificate, CFA Institute ID #6916469, Asset Management
Project Management - Hofstra University
Project Management Courses
City University of New York-Hunter College
Bachelor's degree, Communications Major, Education Minor
Dale Carnegie Leadership Course - Lazard
Six Sigma Green Belt - Deutsche Bank
Timothy Guba Timothy Guba's Guggenheim Partners Experience January 2012 - July 2015
Job Retired Managing Director Head Institutional Depository Group at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2012 - July 2015
KBW January 2002 - January 2012
Annaly Capital Management February 1994 - December 2001
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Private Equity, Capital Markets, Investments, ABS, Asset Managment, CMBS, Portfolio Management, Investment Banking, Private Placements, Structured Finance, Bloomberg, Bonds, Financial Structuring, Series 63, Equity Trading, MBS, Securitization, Securities, Investment Management, Real Estate Economics, Banking, Mergers & Acquisitions, Valuation, Asset Management, Corporate Finance, Asset Allocation, Trading, Trading Systems, FINRA, Financial Markets, Structured Products, Series 7, Equity Research, Electronic Trading, Financial Modeling, Series 24, Credit Derivatives, Due Diligence, Equity Derivatives, Finance, ETFs, Options, High Yield, Derivatives, Mutual Funds
Education
Cornell University 1976 — 1980
BS, Business Administration and Management, General
seaford 1972 — 1976
Guggenheim Partners January 2012 - July 2015
KBW January 2002 - January 2012
Annaly Capital Management February 1994 - December 2001
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Private Equity, Capital Markets, Investments, ABS, Asset Managment, CMBS, Portfolio Management, Investment Banking, Private Placements, Structured Finance, Bloomberg, Bonds, Financial Structuring, Series 63, Equity Trading, MBS, Securitization, Securities, Investment Management, Real Estate Economics, Banking, Mergers & Acquisitions, Valuation, Asset Management, Corporate Finance, Asset Allocation, Trading, Trading Systems, FINRA, Financial Markets, Structured Products, Series 7, Equity Research, Electronic Trading, Financial Modeling, Series 24, Credit Derivatives, Due Diligence, Equity Derivatives, Finance, ETFs, Options, High Yield, Derivatives, Mutual Funds
Education
Cornell University 1976 — 1980
BS, Business Administration and Management, General
seaford 1972 — 1976
Marc Zeitoun, CFA's Guggenheim Partners Experience June 2007 - April 2012
Job Chief Product and Marketing Officer at Emerging Global Advisors
Industry Financial Services
Experience
Emerging Global Advisors July 2013 - Present
Guggenheim Partners June 2007 - April 2012
UBS Wealth Management 1999 - 2006
JPMorgan Chase 1994 - 1999
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Asset Managment, ETFs, Product Development, Investments, Sales Management, Public Speaking, Marketing, Asset Allocation, Asset Management, Fixed Income, Investment Management, Investment Strategies, Portfolio Management, Risk Management
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MIA, International Business & Finance
Vassar College 1982 — 1986
BA, History
Emerging Global Advisors July 2013 - Present
Guggenheim Partners June 2007 - April 2012
UBS Wealth Management 1999 - 2006
JPMorgan Chase 1994 - 1999
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Asset Managment, ETFs, Product Development, Investments, Sales Management, Public Speaking, Marketing, Asset Allocation, Asset Management, Fixed Income, Investment Management, Investment Strategies, Portfolio Management, Risk Management
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MIA, International Business & Finance
Vassar College 1982 — 1986
BA, History
Marcos Lopez de Prado Marcos Lopez de Prado's Guggenheim Partners Experience 2014 - Present
Job Senior Managing Director at GUGGENHEIM PARTNERS
Industry Investment Management
Experience
GUGGENHEIM PARTNERS 2014 - Present
LAWRENCE BERKELEY NATIONAL LABORATORY 2010 - Present
COMPLUTENSE UNIVERSITY 2012 - Present
HESS ENERGY TRADING COMPANY 2013 - 2014
TUDOR INVESTMENT CORPORATION 2008 - 2013
PEAK6 FUTURES LLC 2006 - 2008
U.N.E.D. 2004 - 2008
CITADEL INVESTMENT GROUP, LLC 2005 - 2006
UBS 2001 - 2004
BBVA 1998 - 2001
Skills
Trading Systems, Market Microstructure, Portfolio Management, Risk Management, Quantitative Finance, Economics, High Frequency Trading, Quantitative Analytics, Equities, Hedge Funds, Derivatives, Alternative Investments, Trading Strategies, Financial Markets, Trading, Statistical Arbitrage, Econometrics, Investment Strategies, Financial Risk, Fixed Income, Bloomberg, Portfolio Optimization, Electronic Trading, Options, Asset Allocation, Statistics, Quantitative Investing, Time Series Analysis, Investments, Market Risk, Monte Carlo Simulation, Financial Engineering, Macroeconomics, Credit Derivatives, Valuation, R, Commodity, Equity Trading, Hedging, Stochastic Calculus, FX Options, Commodity Markets, Equity Derivatives, Global Macro, Financial Modeling, Emerging Markets, Volatility, Statistical Modeling, Equity Research, Investment Management
Education
Harvard University 2010 — 2013
Postdoctoral Research Fellow at RCC, Quantitative Finance
Cornell University 2010 — 2012
Visiting Scholar, Market Microstructure
Universidad Complutense de Madrid 2009 — 2011
Ph.D., Mathematical Finance
Universidad Nacional de Educación a Distancia - U.N.E.D. 1998 — 2003
Ph.D., Financial Economics
Universidad de Santiago de Compostela 1993 — 1998
B.Sc., M.Sc., Econometrics and Quantitative Economics
GUGGENHEIM PARTNERS 2014 - Present
LAWRENCE BERKELEY NATIONAL LABORATORY 2010 - Present
COMPLUTENSE UNIVERSITY 2012 - Present
HESS ENERGY TRADING COMPANY 2013 - 2014
TUDOR INVESTMENT CORPORATION 2008 - 2013
PEAK6 FUTURES LLC 2006 - 2008
U.N.E.D. 2004 - 2008
CITADEL INVESTMENT GROUP, LLC 2005 - 2006
UBS 2001 - 2004
BBVA 1998 - 2001
Skills
Trading Systems, Market Microstructure, Portfolio Management, Risk Management, Quantitative Finance, Economics, High Frequency Trading, Quantitative Analytics, Equities, Hedge Funds, Derivatives, Alternative Investments, Trading Strategies, Financial Markets, Trading, Statistical Arbitrage, Econometrics, Investment Strategies, Financial Risk, Fixed Income, Bloomberg, Portfolio Optimization, Electronic Trading, Options, Asset Allocation, Statistics, Quantitative Investing, Time Series Analysis, Investments, Market Risk, Monte Carlo Simulation, Financial Engineering, Macroeconomics, Credit Derivatives, Valuation, R, Commodity, Equity Trading, Hedging, Stochastic Calculus, FX Options, Commodity Markets, Equity Derivatives, Global Macro, Financial Modeling, Emerging Markets, Volatility, Statistical Modeling, Equity Research, Investment Management
Education
Harvard University 2010 — 2013
Postdoctoral Research Fellow at RCC, Quantitative Finance
Cornell University 2010 — 2012
Visiting Scholar, Market Microstructure
Universidad Complutense de Madrid 2009 — 2011
Ph.D., Mathematical Finance
Universidad Nacional de Educación a Distancia - U.N.E.D. 1998 — 2003
Ph.D., Financial Economics
Universidad de Santiago de Compostela 1993 — 1998
B.Sc., M.Sc., Econometrics and Quantitative Economics
Yilun Qian Yilun Qian's Guggenheim Partners Experience January 2015 - February 2015
Job Quantitative Analytics and Model Development Analyst at PNC
Industry Financial Services
Experience
PNC August 2015 - Present
Guggenheim Partners January 2015 - February 2015
DKI Capital September 2014 - December 2014
State Street Global Advisors June 2014 - August 2014
Citi June 2013 - August 2013
Skills
R, SAS, SQL, Derivatives, Data Mining, Data Analysis, Fixed Income, Quantitative Finance, Microsoft Excel, Statistics
Education
Cornell University 2012 — 2014
Master of Engineering (MEng), Financial Engineering
Carnegie Mellon University 2011 — 2012
Master of Statistical Practice, Statistics
Renmin University of China 2007 — 2011
Bachelor of Arts (BA), English Language and Literature/Letters
Nanjing Foreign Language School
PNC August 2015 - Present
Guggenheim Partners January 2015 - February 2015
DKI Capital September 2014 - December 2014
State Street Global Advisors June 2014 - August 2014
Citi June 2013 - August 2013
Skills
R, SAS, SQL, Derivatives, Data Mining, Data Analysis, Fixed Income, Quantitative Finance, Microsoft Excel, Statistics
Education
Cornell University 2012 — 2014
Master of Engineering (MEng), Financial Engineering
Carnegie Mellon University 2011 — 2012
Master of Statistical Practice, Statistics
Renmin University of China 2007 — 2011
Bachelor of Arts (BA), English Language and Literature/Letters
Nanjing Foreign Language School
Daniel Zukerman Daniel Zukerman's Guggenheim Partners Experience July 2015 - Present
Job International Tax Attorney at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners July 2015 - Present
EY June 2013 - July 2015
EY June 2011 - June 2013
Northwestern University School of Law 2010 - 2011
City of Chicago 2008 - 2010
Kirkland & Ellis LLP 2007 - 2008
Ladder Up 2006 - 2008
ALSJ, Inc. May 2005 - August 2005
Cook County State's Attorney's Office May 2004 - August 2004
Skills
International Tax, Corporate Tax, Partnership Taxation, Mergers, Private Equity, Indirect Taxation, Cross-border..., Business Transactions, Corporate Transactions, International..., Tax Advisory, Corporate Advisory, Business Advisory, Corporate Law, Tax, Tax Law, Legal Research, Mergers & Acquisitions, Litigation, Tax Research, Tax Accounting, Restructuring, Legal Writing, Accounting, Finance, Auditing, Civil Litigation
Education
Northwestern University School of Law 2010 — 2011
Master of Laws (LL.M.), Taxation
Northwestern University - Kellogg School of Management 2009 — 2010
Master of Laws (LL.M.), Taxation
Chicago-Kent College of Law, Illinois Institute of Technology 2003 — 2006
Doctor of Law (J.D.), Law
University of Wisconsin-Madison - School of Business
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Guggenheim Partners July 2015 - Present
EY June 2013 - July 2015
EY June 2011 - June 2013
Northwestern University School of Law 2010 - 2011
City of Chicago 2008 - 2010
Kirkland & Ellis LLP 2007 - 2008
Ladder Up 2006 - 2008
ALSJ, Inc. May 2005 - August 2005
Cook County State's Attorney's Office May 2004 - August 2004
Skills
International Tax, Corporate Tax, Partnership Taxation, Mergers, Private Equity, Indirect Taxation, Cross-border..., Business Transactions, Corporate Transactions, International..., Tax Advisory, Corporate Advisory, Business Advisory, Corporate Law, Tax, Tax Law, Legal Research, Mergers & Acquisitions, Litigation, Tax Research, Tax Accounting, Restructuring, Legal Writing, Accounting, Finance, Auditing, Civil Litigation
Education
Northwestern University School of Law 2010 — 2011
Master of Laws (LL.M.), Taxation
Northwestern University - Kellogg School of Management 2009 — 2010
Master of Laws (LL.M.), Taxation
Chicago-Kent College of Law, Illinois Institute of Technology 2003 — 2006
Doctor of Law (J.D.), Law
University of Wisconsin-Madison - School of Business
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Joshua Foy Joshua Foy's Guggenheim Partners Experience June 2014 - Present
Job Administration at Guggenheim Partners
Industry Marketing and Advertising
Experience
Guggenheim Partners June 2014 - Present
Chicago Gay Men's Chorus January 2012 - Present
Concierge Unlimited International August 2012 - May 2014
Anaphora August 2011 - August 2013
Hertz Car Sales December 2009 - August 2012
Terry Hines & Associates May 2010 - April 2011
Cinema/Chicago September 2010 - November 2010
Allied Integrated Marketing May 2008 - May 2010
Skills
Public Relations, Email Marketing, Screenwriting, Microsoft Office, Publicity, Marketing Strategy, Mobile Marketing, Film, Film Production, Integrated Marketing, Social Media, Online Advertising, Social Networking, Press Releases, Social Media Marketing, Marketing, Event Planning, Marketing Communications, Advertising, Media Relations, Sales, Non-profits, Digital Marketing, Press Kits, Facebook, Customer Service, Strategy, Online Marketing, Blogging, Creative Writing, Copywriting, Music
Education
Columbia College Chicago 2007 — 2009
Bachelor of Arts, Marketing Communications
Guggenheim Partners June 2014 - Present
Chicago Gay Men's Chorus January 2012 - Present
Concierge Unlimited International August 2012 - May 2014
Anaphora August 2011 - August 2013
Hertz Car Sales December 2009 - August 2012
Terry Hines & Associates May 2010 - April 2011
Cinema/Chicago September 2010 - November 2010
Allied Integrated Marketing May 2008 - May 2010
Skills
Public Relations, Email Marketing, Screenwriting, Microsoft Office, Publicity, Marketing Strategy, Mobile Marketing, Film, Film Production, Integrated Marketing, Social Media, Online Advertising, Social Networking, Press Releases, Social Media Marketing, Marketing, Event Planning, Marketing Communications, Advertising, Media Relations, Sales, Non-profits, Digital Marketing, Press Kits, Facebook, Customer Service, Strategy, Online Marketing, Blogging, Creative Writing, Copywriting, Music
Education
Columbia College Chicago 2007 — 2009
Bachelor of Arts, Marketing Communications
Jamie V. Crapanzano Jamie V. Crapanzano's Guggenheim Partners Experience 2012 - Present
Job
Industry Financial Services
Experience
Guggenheim Partners 2012 - Present
Agio IT March 2011 - March 2012
Credit Suisse July 2010 - October 2011
BlackRock March 2001 - June 2008
Hyperteck Computer July 2000 - February 2001
Skills
Equities, Hedge Funds, Capital Markets, Fixed Income, Alternative Investments, Bloomberg, Derivatives, Futures, Portfolio Management, Trading, Valuation, Trading Systems, Asset Management, Bonds
Education
Columbia University - Columbia Business School
MBA
Princeton University
Bachelor of Arts (BA)
Guggenheim Partners 2012 - Present
Agio IT March 2011 - March 2012
Credit Suisse July 2010 - October 2011
BlackRock March 2001 - June 2008
Hyperteck Computer July 2000 - February 2001
Skills
Equities, Hedge Funds, Capital Markets, Fixed Income, Alternative Investments, Bloomberg, Derivatives, Futures, Portfolio Management, Trading, Valuation, Trading Systems, Asset Management, Bonds
Education
Columbia University - Columbia Business School
MBA
Princeton University
Bachelor of Arts (BA)
John Moore, PMP John Moore, PMP's Guggenheim Partners Experience October 2013 - Present
Job Vice President at Guggenheim Partners
Industry Information Technology and Services
Experience
Guggenheim Partners October 2013 - Present
Jam Consulting Enterprises, Inc. July 2012 - October 2013
Guggenheim Partners February 2013 - September 2013
Revenew Systems November 2012 - January 2013
Dell May 2011 - July 2012
Oral Surgeons Of Lake County August 2009 - May 2011
Motorola November 1987 - July 2009
United States Navy November 1979 - November 1987
Skills
Product Development, Program Management, PMP, Project Management, Six Sigma, Prophet CRM, Business Analysis, Enterprise Software, Leadership, Management, Mobile Devices, Process Improvement, Project Planning, Strategy, Team Management, Telecommunications, Vendor Management, IT Management, Agile Methodologies, Training
Education
Villanova University 2009 — 2012
PMP, Project Management, A
College of Lake County 1990 — 1990
Business Administration
Central Texas College 1983 — 1983
Psychology
Chapman University 1982 — 1983
Philosophy / Psychology
United States Navy Electronics Technician A School 1980 — 1981
Electronics, Electronics
Guggenheim Partners October 2013 - Present
Jam Consulting Enterprises, Inc. July 2012 - October 2013
Guggenheim Partners February 2013 - September 2013
Revenew Systems November 2012 - January 2013
Dell May 2011 - July 2012
Oral Surgeons Of Lake County August 2009 - May 2011
Motorola November 1987 - July 2009
United States Navy November 1979 - November 1987
Skills
Product Development, Program Management, PMP, Project Management, Six Sigma, Prophet CRM, Business Analysis, Enterprise Software, Leadership, Management, Mobile Devices, Process Improvement, Project Planning, Strategy, Team Management, Telecommunications, Vendor Management, IT Management, Agile Methodologies, Training
Education
Villanova University 2009 — 2012
PMP, Project Management, A
College of Lake County 1990 — 1990
Business Administration
Central Texas College 1983 — 1983
Psychology
Chapman University 1982 — 1983
Philosophy / Psychology
United States Navy Electronics Technician A School 1980 — 1981
Electronics, Electronics
Steven Brull Steven Brull's Guggenheim Partners Experience August 2011 - December 2011
Job Financial Writer at PIMCO
Industry Writing and Editing
Experience
PIMCO April 2012 - Present
Guggenheim Partners August 2011 - December 2011
stevenbrull.com July 2009 - July 2011
Institutional Investor Magazine February 2001 - June 2009
Business Week Magazine 1995 - 2000
International Herald Tribune 1991 - 1995
Skills
Editing, Writing, Private Equity, Equities, Business Journalism, Fixed Income, Bonds, Macroeconomics, Trading, Public Policy, Venture Capital, International Reporting, Investment Strategies, Public Finance, Japanese, Technology Journalism, Journalism, Research, Public Speaking, Copy Editing, Blogging, Social Media, Publishing, Copywriting, Public Relations, Marketing Communications, Books, Media Relations, Digital Media, Editorial, Newspaper, Web Content, Social Media Marketing, Strategic Planning, New Media, Interviewing, Economics, French, Corporate Communications, Social Networking, Strategic Communications, Business Strategy, Mergers, English, Press Releases, Newsletters, Korea, China, Asia, Thought Leadership
Education
Columbia University - Graduate School of Journalism
Master's, Journalism
Grinnell College
PIMCO April 2012 - Present
Guggenheim Partners August 2011 - December 2011
stevenbrull.com July 2009 - July 2011
Institutional Investor Magazine February 2001 - June 2009
Business Week Magazine 1995 - 2000
International Herald Tribune 1991 - 1995
Skills
Editing, Writing, Private Equity, Equities, Business Journalism, Fixed Income, Bonds, Macroeconomics, Trading, Public Policy, Venture Capital, International Reporting, Investment Strategies, Public Finance, Japanese, Technology Journalism, Journalism, Research, Public Speaking, Copy Editing, Blogging, Social Media, Publishing, Copywriting, Public Relations, Marketing Communications, Books, Media Relations, Digital Media, Editorial, Newspaper, Web Content, Social Media Marketing, Strategic Planning, New Media, Interviewing, Economics, French, Corporate Communications, Social Networking, Strategic Communications, Business Strategy, Mergers, English, Press Releases, Newsletters, Korea, China, Asia, Thought Leadership
Education
Columbia University - Graduate School of Journalism
Master's, Journalism
Grinnell College
Anthony McDaniel Anthony McDaniel's Guggenheim Partners Experience 2013 - 2014
Job Independent Consultant
Industry Information Technology and Services
Experience
Guggenheim Partners 2013 - 2014
TEKsystems IBM/Ally July 2013 - December 2013
TEKsystems /Sidley Austin November 2012 - March 2013
City Year August 2010 - October 2012
SMS-Assist November 2011 - March 2012
Coldwell Banker Real Estate 2008 - 2010
JPMorgan Chase 1998 - 2006
International Children' Center, Inc. 1996 - 1998
Harris Bank July 1982 - May 1996
Education
Chicago State University 1982 — 1987
Management
Guggenheim Partners 2013 - 2014
TEKsystems IBM/Ally July 2013 - December 2013
TEKsystems /Sidley Austin November 2012 - March 2013
City Year August 2010 - October 2012
SMS-Assist November 2011 - March 2012
Coldwell Banker Real Estate 2008 - 2010
JPMorgan Chase 1998 - 2006
International Children' Center, Inc. 1996 - 1998
Harris Bank July 1982 - May 1996
Education
Chicago State University 1982 — 1987
Management
Tyler Williams's Guggenheim Partners Experience 2013 - Present
Job RE Private Equity at Guggenheim
Industry Real Estate
Experience
Guggenheim Partners 2013 - Present
Bank of America Merrill Lynch July 2011 - 2013
Westport Capital Partners LLC May 2009 - August 2009
TriMont Real Estate Advisors March 2006 - August 2008
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
Master of Business Administration (MBA), Corporate Finance & Investment Banking, 4.0
Cornell University - Baker Program in Real Estate 2008 — 2011
Master of Professional Studies in Real Estate, 4.0
University of Georgia - Terry College of Business 2001 — 2005
BBA, Finance and Real Estate, 4.0
Guggenheim Partners 2013 - Present
Bank of America Merrill Lynch July 2011 - 2013
Westport Capital Partners LLC May 2009 - August 2009
TriMont Real Estate Advisors March 2006 - August 2008
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
Master of Business Administration (MBA), Corporate Finance & Investment Banking, 4.0
Cornell University - Baker Program in Real Estate 2008 — 2011
Master of Professional Studies in Real Estate, 4.0
University of Georgia - Terry College of Business 2001 — 2005
BBA, Finance and Real Estate, 4.0
Colin Marshall Colin Marshall's Guggenheim Partners Experience April 2006 - April 2008
Job Corporate Credit Trading at Dalton Investments
Industry Investment Management
Experience
Dalton Investments February 2015 - Present
Cantor Fitzgerald 2009 - 2011
Guggenheim Partners April 2006 - April 2008
SkyZone Entertainment March 2004 - April 2005
Goldman Sachs April 2001 - August 2002
ING Barings June 1999 - March 2001
Schroders August 1996 - June 1999
Skills
High Yield Bonds, Loans, Distressed Debt, Enterprise Valuation, Financial Modeling, Proprietary Trading, Equities, Media Industries, Telecommunications, Technology, Mergers & Acquisitions, Corporate Development, Debt Restructuring, Writing, Public Speaking, Film Finance, LBO, Private Equity, Options, Convertible Bonds, Principal Investing, Leveraged Finance
Education
Columbia University in the City of New York 2002 — 2008
Master's Degree
Lehigh University 1991 — 1995
Bachelor's Degree, Business, Finance
Dalton Investments February 2015 - Present
Cantor Fitzgerald 2009 - 2011
Guggenheim Partners April 2006 - April 2008
SkyZone Entertainment March 2004 - April 2005
Goldman Sachs April 2001 - August 2002
ING Barings June 1999 - March 2001
Schroders August 1996 - June 1999
Skills
High Yield Bonds, Loans, Distressed Debt, Enterprise Valuation, Financial Modeling, Proprietary Trading, Equities, Media Industries, Telecommunications, Technology, Mergers & Acquisitions, Corporate Development, Debt Restructuring, Writing, Public Speaking, Film Finance, LBO, Private Equity, Options, Convertible Bonds, Principal Investing, Leveraged Finance
Education
Columbia University in the City of New York 2002 — 2008
Master's Degree
Lehigh University 1991 — 1995
Bachelor's Degree, Business, Finance
Kelley Victor Gasper Kelley Victor Gasper's Guggenheim Partners Experience January 2015 - May 2015
Job Project Manager, Office of Military & Veterans Affairs at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
Guggenheim Partners January 2015 - May 2015
AIG June 2014 - August 2014
United States Marine Corps May 2009 - May 2013
Skills
Professional Writing, Project Planning, Operational Planning, Concept Refinement, Copy Editing, Military Operations, Command, Military Logistics, Security Clearance, Military, Combat
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of International Affairs, International Finance
Columbia University in the City of New York 2005 — 2009
B.A., Middle Eastern and Asian Languages and Cultures
JPMorgan Chase & Co. July 2015 - Present
Guggenheim Partners January 2015 - May 2015
AIG June 2014 - August 2014
United States Marine Corps May 2009 - May 2013
Skills
Professional Writing, Project Planning, Operational Planning, Concept Refinement, Copy Editing, Military Operations, Command, Military Logistics, Security Clearance, Military, Combat
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of International Affairs, International Finance
Columbia University in the City of New York 2005 — 2009
B.A., Middle Eastern and Asian Languages and Cultures
Andrey Krishenik Andrey Krishenik's Guggenheim Partners Experience June 2015 - Present
Job Quantitative Researcher at Guggenheim Partners
Industry Research
Experience
Guggenheim Partners June 2015 - Present
Cornell University June 2011 - May 2015
Societe Generale Corporate and Investment Banking - SG CIB June 2014 - December 2014
Moscow Institute of Physics and Technology September 2009 - June 2010
Skills
Mathematical Modeling, Matlab, Operations Research, Algorithms, Mathematics, Excel, Microsoft Office, English, LaTeX, Problem Solving, Applied Mathematics, Statistical Modeling, R, Data Analysis, C++, Microsoft Excel, Financial Modeling, Java, Research, Statistics, Machine Learning, Quantitative Analytics
Education
Cornell University 2010 — 2015
PhD, Operations Research
Moscow Institute of Physics and Technology (State University) (MIPT) 2008 — 2010
MS, Applied Mathematics
The London School of Economics and Political Science (LSE) 2008 — 2008
Summer School participant, finance
Moscow Institute of Physics and Technology (State University) (MIPT) 2004 — 2008
BS, Applied Mathematics
Guggenheim Partners June 2015 - Present
Cornell University June 2011 - May 2015
Societe Generale Corporate and Investment Banking - SG CIB June 2014 - December 2014
Moscow Institute of Physics and Technology September 2009 - June 2010
Skills
Mathematical Modeling, Matlab, Operations Research, Algorithms, Mathematics, Excel, Microsoft Office, English, LaTeX, Problem Solving, Applied Mathematics, Statistical Modeling, R, Data Analysis, C++, Microsoft Excel, Financial Modeling, Java, Research, Statistics, Machine Learning, Quantitative Analytics
Education
Cornell University 2010 — 2015
PhD, Operations Research
Moscow Institute of Physics and Technology (State University) (MIPT) 2008 — 2010
MS, Applied Mathematics
The London School of Economics and Political Science (LSE) 2008 — 2008
Summer School participant, finance
Moscow Institute of Physics and Technology (State University) (MIPT) 2004 — 2008
BS, Applied Mathematics
Dan Urban's Guggenheim Partners Experience May 2009 - April 2013
Job Private Banking & Wealth Management
Industry Financial Services
Experience
Credit Suisse June 2013 - Present
Guggenheim Partners May 2009 - April 2013
Merrill Lynch May 2008 - August 2008
Skills
Fixed Income, Valuation, Investment Banking, Bloomberg, Financial Modeling, Alternative Investments, Hedge Funds, Structured Products, ABS, Capital Markets, MBS, CMBS, CLO, Financial Services, Wealth Management, Wealth Preservation..., Private Banking, Bonds, Structured Finance, Series 7
Education
Columbia University in the City of New York 2005 — 2009
B.A., Political Science
Newark Academy 2002 — 2005
Credit Suisse June 2013 - Present
Guggenheim Partners May 2009 - April 2013
Merrill Lynch May 2008 - August 2008
Skills
Fixed Income, Valuation, Investment Banking, Bloomberg, Financial Modeling, Alternative Investments, Hedge Funds, Structured Products, ABS, Capital Markets, MBS, CMBS, CLO, Financial Services, Wealth Management, Wealth Preservation..., Private Banking, Bonds, Structured Finance, Series 7
Education
Columbia University in the City of New York 2005 — 2009
B.A., Political Science
Newark Academy 2002 — 2005
Case Taylor Case Taylor's Guggenheim Partners Experience June 2015 - Present
Job Equity Research Associate at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners June 2015 - Present
Guggenheim Partners February 2015 - May 2015
Modlin Center for the Arts at the University of Richmond August 2014 - May 2015
University of Richmond October 2012 - May 2015
Wells Fargo Securities June 2014 - August 2014
University of Richmond August 2012 - May 2014
Agecroft Partners May 2013 - September 2013
Ward & Taylor LLC June 2013 - August 2013
Ward & Taylor LLC May 2012 - August 2012
Skills
Finance, Oral & Written..., Microsoft Excel, Leadership, Time Management, Bloomberg Terminal, Data Analysis, Accounting, Microsoft Office, Mathematics, Marketing, Equity Research, Training, Work Ethic, SPSS, Management, Financial Analysis, Analysis, Cost Benefit, Cost analysis, Market Research, Industry Research, Research, Portfolio Management
Education
University of Richmond 2011 — 2015
Bachelor of Business Administration (B.B.A.), Concentrations in Finance and Accounting, Minor in Mathematics
Charles University in Prague 2012 — 2012
Guggenheim Partners June 2015 - Present
Guggenheim Partners February 2015 - May 2015
Modlin Center for the Arts at the University of Richmond August 2014 - May 2015
University of Richmond October 2012 - May 2015
Wells Fargo Securities June 2014 - August 2014
University of Richmond August 2012 - May 2014
Agecroft Partners May 2013 - September 2013
Ward & Taylor LLC June 2013 - August 2013
Ward & Taylor LLC May 2012 - August 2012
Skills
Finance, Oral & Written..., Microsoft Excel, Leadership, Time Management, Bloomberg Terminal, Data Analysis, Accounting, Microsoft Office, Mathematics, Marketing, Equity Research, Training, Work Ethic, SPSS, Management, Financial Analysis, Analysis, Cost Benefit, Cost analysis, Market Research, Industry Research, Research, Portfolio Management
Education
University of Richmond 2011 — 2015
Bachelor of Business Administration (B.B.A.), Concentrations in Finance and Accounting, Minor in Mathematics
Charles University in Prague 2012 — 2012
Daniel Hettrick, PMP, CSM, CSPO Daniel Hettrick, PMP, CSM, CSPO's Guggenheim Partners Experience January 2012 - Present
Job Executive and Iteration Manager: Usability Research ~ Learning Technologies ~ Game Development
Industry Computer Software
Experience
Guggenheim Partners January 2012 - Present
ILWTI Medical Missions, Inc. July 2014 - Present
University of New Mexico 2012 - 2013
Bloomfield College January 2012 - July 2012
Division 9 Interactive, Inc. 2011 - 2012
International Game Developers Association (IGDA) 2011 - 2012
IPKeys Technologies, LLC 2008 - 2011
International Game Developers Association (IGDA) 2007 - 2011
UnitedHealth Group 2007 - 2007
Peterson's 2006 - 2007
Skills
Agile Project Management, Video Games, Product Management, Team Building, User Experience, Program Management, Game Development, Cross-functional Team..., Leadership, Game Design, Scrum, Agile Methodologies, Negotiation, Business Intelligence, Strategy, Product Development, Business Development, Start-ups, Project Management, Usability Testing, User Acceptance Testing, Software Documentation, Conflict Resolution, Software Development, Training, Team Leadership, Management Consulting, Enterprise Software, Video Game Production, Mentoring, Waterfall, Entrepreneurship, Requirements Analysis, Process Improvement, WebTrends Analytics, Operations Management, Analytics, Kanban, Staff Supervision, Learning Technologies, User Research, Analysis, Curriculum Development, Lectureship, Performance Improvements, Quantitative Reporting, Enthusiasm, Education, Lean Methodologies, Emotional Intelligence
Education
Rochester Institute of Technology
MS, Human-Computer Interaction, 3.9 GPA
University of Pennsylvania
Graduate work in the CGGT Masters program, Computer Graphics and Game Technology
City University of New York-College of Staten Island
Bachelor of Science with Honors, Computer Science, 3.6 GPA
State University of New York at Albany
Bachelor of Arts, Economics
Guggenheim Partners January 2012 - Present
ILWTI Medical Missions, Inc. July 2014 - Present
University of New Mexico 2012 - 2013
Bloomfield College January 2012 - July 2012
Division 9 Interactive, Inc. 2011 - 2012
International Game Developers Association (IGDA) 2011 - 2012
IPKeys Technologies, LLC 2008 - 2011
International Game Developers Association (IGDA) 2007 - 2011
UnitedHealth Group 2007 - 2007
Peterson's 2006 - 2007
Skills
Agile Project Management, Video Games, Product Management, Team Building, User Experience, Program Management, Game Development, Cross-functional Team..., Leadership, Game Design, Scrum, Agile Methodologies, Negotiation, Business Intelligence, Strategy, Product Development, Business Development, Start-ups, Project Management, Usability Testing, User Acceptance Testing, Software Documentation, Conflict Resolution, Software Development, Training, Team Leadership, Management Consulting, Enterprise Software, Video Game Production, Mentoring, Waterfall, Entrepreneurship, Requirements Analysis, Process Improvement, WebTrends Analytics, Operations Management, Analytics, Kanban, Staff Supervision, Learning Technologies, User Research, Analysis, Curriculum Development, Lectureship, Performance Improvements, Quantitative Reporting, Enthusiasm, Education, Lean Methodologies, Emotional Intelligence
Education
Rochester Institute of Technology
MS, Human-Computer Interaction, 3.9 GPA
University of Pennsylvania
Graduate work in the CGGT Masters program, Computer Graphics and Game Technology
City University of New York-College of Staten Island
Bachelor of Science with Honors, Computer Science, 3.6 GPA
State University of New York at Albany
Bachelor of Arts, Economics
Monica E. Mohammed's Guggenheim Partners Experience June 2014 - July 2014
Job Receptionist/Sales Assistant @ Gilman Ciocia
Industry Financial Services
Experience
Gilman Ciocia Inc. December 2014 - Present
Guggenheim Partners June 2014 - July 2014
RJO Futures August 2012 - April 2013
R.J. O'Brien November 2011 - March 2012
Lind-Waldock December 2006 - November 2011
Skills
Equity Trading, Back Office, Finance, Email Marketing, Asset Allocation, Accounting, Banking, Bonds, Financial Risk, Asset Management, Customer Service, Analysis, Management, Economics, Relationship Management, Middle Office
Education
Colorado Technical University
Bachelors of Science, Finance
Gilman Ciocia Inc. December 2014 - Present
Guggenheim Partners June 2014 - July 2014
RJO Futures August 2012 - April 2013
R.J. O'Brien November 2011 - March 2012
Lind-Waldock December 2006 - November 2011
Skills
Equity Trading, Back Office, Finance, Email Marketing, Asset Allocation, Accounting, Banking, Bonds, Financial Risk, Asset Management, Customer Service, Analysis, Management, Economics, Relationship Management, Middle Office
Education
Colorado Technical University
Bachelors of Science, Finance
Dylan Keefe's Guggenheim Partners Experience July 2015 - Present
Job Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
Guggenheim Securities May 2014 - August 2014
Manning & Napier Advisors May 2013 - August 2013
Education
Cornell University 2011 — 2015
Applied Economics and Management, Finance
Guggenheim Partners July 2015 - Present
Guggenheim Securities May 2014 - August 2014
Manning & Napier Advisors May 2013 - August 2013
Education
Cornell University 2011 — 2015
Applied Economics and Management, Finance
Xue Yang Xue Yang's Guggenheim Partners Experience July 2012 - Present
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2012 - Present
Peak XV Capital April 2012 - June 2012
Deutsche Börse June 2011 - August 2011
Bank of China July 2009 - September 2009
Skills
Risk Management, Financial Analysis, Financial Engineering, Quantitative Analysis, Hedge Funds, Fund Of Funds, Financial Modeling, Bloomberg, Investment Research
Education
Cornell University 2010 — 2012
Master of Engineering, Financial Engineering
National University of Singapore 2010 — 2010
Finance
Nanjing University 2006 — 2010
Bachelor of Economics, Finance
Guggenheim Partners July 2012 - Present
Peak XV Capital April 2012 - June 2012
Deutsche Börse June 2011 - August 2011
Bank of China July 2009 - September 2009
Skills
Risk Management, Financial Analysis, Financial Engineering, Quantitative Analysis, Hedge Funds, Fund Of Funds, Financial Modeling, Bloomberg, Investment Research
Education
Cornell University 2010 — 2012
Master of Engineering, Financial Engineering
National University of Singapore 2010 — 2010
Finance
Nanjing University 2006 — 2010
Bachelor of Economics, Finance
Paul Bazzano, CPA, MBA, CGMA Paul Bazzano, CPA, MBA, CGMA's Guggenheim Partners Experience September 2011 - Present
Job Investment Valuation Analyst at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners September 2011 - Present
Security Benefit June 2007 - September 2011
Rydex Investments April 2006 - June 2007
Rydex Investments June 2004 - April 2006
Salisbury University Investment Fund September 2003 - December 2003
Bayside Dental Inc August 2003 - September 2003
Dixon Valve & Coupling Co September 2002 - August 2003
Smiley’s/Grumpy’s Mart May 1988 - August 2002
Chesapeake College November 1999 - March 2001
Skills
Mutual Funds, Equities, Accounting, Bloomberg, Fixed Income, Alternative Investments, Investments, Financial Analysis, Financial Modeling, Money Market Funds, Money Market Stress..., Hedge Funds, Microsoft Excel, Customer Service, Teamwork, Asset Valuation, Risk Management, Microsoft Office, Data Analysis, Derivatives, Account Reconciliation, Fund Accounting
Education
Mississippi State University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.73 GPA
Salisbury University - Perdue School of Business 2001 — 2004
Bachelor's Degree, Accounting and Finance, Summa Cum Laude, 3.8 GPA
Chesapeake College 1997 — 2001
Associate’s Degree, Business Administration, Graduated Honors with Distinction 3.8 GPA
Guggenheim Partners September 2011 - Present
Security Benefit June 2007 - September 2011
Rydex Investments April 2006 - June 2007
Rydex Investments June 2004 - April 2006
Salisbury University Investment Fund September 2003 - December 2003
Bayside Dental Inc August 2003 - September 2003
Dixon Valve & Coupling Co September 2002 - August 2003
Smiley’s/Grumpy’s Mart May 1988 - August 2002
Chesapeake College November 1999 - March 2001
Skills
Mutual Funds, Equities, Accounting, Bloomberg, Fixed Income, Alternative Investments, Investments, Financial Analysis, Financial Modeling, Money Market Funds, Money Market Stress..., Hedge Funds, Microsoft Excel, Customer Service, Teamwork, Asset Valuation, Risk Management, Microsoft Office, Data Analysis, Derivatives, Account Reconciliation, Fund Accounting
Education
Mississippi State University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.73 GPA
Salisbury University - Perdue School of Business 2001 — 2004
Bachelor's Degree, Accounting and Finance, Summa Cum Laude, 3.8 GPA
Chesapeake College 1997 — 2001
Associate’s Degree, Business Administration, Graduated Honors with Distinction 3.8 GPA
Kathryn Ebner Kathryn Ebner's Guggenheim Partners Experience March 2012 - April 2013
Job VP, Capital Markets at Credibly
Industry Financial Services
Experience
Credibly June 2015 - Present
Pave April 2013 - June 2015
Guggenheim Partners March 2012 - April 2013
Roubini Global Economics September 2011 - March 2012
Roubini Global Economics October 2009 - September 2011
Roubini Global Economics January 2009 - September 2009
Lehman Brothers July 2007 - October 2008
Citi April 2007 - July 2007
Citi 2005 - April 2007
Skills
Fixed Income, Asset Management, Capital Markets, Trading, Bloomberg, Hedge Funds, Financial Markets, Investments, Credit, Strategy, Securitization, Emerging Markets, Equities, Alternative Investments, Derivatives, Valuation, Investment Banking, Private Equity, Equity Research, Economics, Commodity, Investor Relations, Portfolio Management, Business Development, Financial Services, Venture Capital, Fundraising, Asset-backed...
Education
Columbia University in the City of New York 2001 — 2005
BA, Economics
Credibly June 2015 - Present
Pave April 2013 - June 2015
Guggenheim Partners March 2012 - April 2013
Roubini Global Economics September 2011 - March 2012
Roubini Global Economics October 2009 - September 2011
Roubini Global Economics January 2009 - September 2009
Lehman Brothers July 2007 - October 2008
Citi April 2007 - July 2007
Citi 2005 - April 2007
Skills
Fixed Income, Asset Management, Capital Markets, Trading, Bloomberg, Hedge Funds, Financial Markets, Investments, Credit, Strategy, Securitization, Emerging Markets, Equities, Alternative Investments, Derivatives, Valuation, Investment Banking, Private Equity, Equity Research, Economics, Commodity, Investor Relations, Portfolio Management, Business Development, Financial Services, Venture Capital, Fundraising, Asset-backed...
Education
Columbia University in the City of New York 2001 — 2005
BA, Economics
Brian Overland's Guggenheim Partners Experience July 2007 - September 2007
Job Entrepreneur & Marketing Strategist
Industry Internet
Experience
Public policy startup September 2014 - Present
Marketing Strategist February 2014 - Present
Enphase Energy February 2012 - February 2014
LoopNet February 2011 - December 2011
Marketing Consultant November 2009 - January 2011
Sunrun October 2007 - November 2009
Guggenheim Partners July 2007 - September 2007
Luise Ross Gallery July 2004 - April 2007
Conner Rosenkranz Fine Art June 2003 - August 2003
The Museum of Modern Art June 2002 - August 2002
Skills
Product Marketing, Start-ups, Marketing Strategy, Marketing, SaaS, Go-to-market Strategy, Public Relations, Product Launch, Demand Generation, Management, Event Management, Event Planning
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Marketing, Entrepreneurial Management
Columbia University in the City of New York 2000 — 2004
BA, Classics, Art History
Public policy startup September 2014 - Present
Marketing Strategist February 2014 - Present
Enphase Energy February 2012 - February 2014
LoopNet February 2011 - December 2011
Marketing Consultant November 2009 - January 2011
Sunrun October 2007 - November 2009
Guggenheim Partners July 2007 - September 2007
Luise Ross Gallery July 2004 - April 2007
Conner Rosenkranz Fine Art June 2003 - August 2003
The Museum of Modern Art June 2002 - August 2002
Skills
Product Marketing, Start-ups, Marketing Strategy, Marketing, SaaS, Go-to-market Strategy, Public Relations, Product Launch, Demand Generation, Management, Event Management, Event Planning
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Marketing, Entrepreneurial Management
Columbia University in the City of New York 2000 — 2004
BA, Classics, Art History
Kyle Berman Kyle Berman's Guggenheim Partners Experience June 2014 - August 2014
Job Investment Banking Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
Guggenheim Partners June 2014 - August 2014
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Applied Economics & Management, Concentration: Finance, Magna Cum Laude
Deutsche Bank July 2015 - Present
Guggenheim Partners June 2014 - August 2014
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Applied Economics & Management, Concentration: Finance, Magna Cum Laude
Brian Harwitt's Guggenheim Partners Experience July 2015 - Present
Job Investment Banking Analyst at Guggenheim Partners
Industry Venture Capital & Private Equity
Experience
Guggenheim Partners July 2015 - Present
CoVenture January 2013 - June 2015
EY June 2014 - August 2014
E-Home International School (EHIS) January 2014 - May 2014
Cornell University August 2011 - December 2013
Nor1 June 2013 - July 2013
Poalim Asia Direct June 2012 - August 2012
Artaform Creations June 2010 - August 2011
MJZ June 2010 - August 2010
Skills
Market Research, Microsoft Word, PowerPoint, Chinese culture, People Skills, Microsoft Excel, Data Analysis, Fundraising, Start-ups, Research, Business Development
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Applied Economics and Management
Harvard Westlake 2005 — 2011
Guggenheim Partners July 2015 - Present
CoVenture January 2013 - June 2015
EY June 2014 - August 2014
E-Home International School (EHIS) January 2014 - May 2014
Cornell University August 2011 - December 2013
Nor1 June 2013 - July 2013
Poalim Asia Direct June 2012 - August 2012
Artaform Creations June 2010 - August 2011
MJZ June 2010 - August 2010
Skills
Market Research, Microsoft Word, PowerPoint, Chinese culture, People Skills, Microsoft Excel, Data Analysis, Fundraising, Start-ups, Research, Business Development
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Applied Economics and Management
Harvard Westlake 2005 — 2011
Julia Dickson Julia Dickson's Guggenheim Partners Experience October 2006 - June 2010
Job Controller for Cigna Behavioral
Industry Insurance
Experience
Cigna March 2014 - Present
CIGNA 2013 - Present
Guggenheim Partners October 2006 - June 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Portfolio Management, Investments, Asset Management, Finance, Business Analysis
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
Master of Business Administration (MBA)
Tulane University 2002 — 2006
Bachelor of Science (BS), Economics and Political Economy
Cigna March 2014 - Present
CIGNA 2013 - Present
Guggenheim Partners October 2006 - June 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Portfolio Management, Investments, Asset Management, Finance, Business Analysis
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
Master of Business Administration (MBA)
Tulane University 2002 — 2006
Bachelor of Science (BS), Economics and Political Economy
Daniel Pinga Daniel Pinga's Guggenheim Partners Experience July 2014 - Present
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2014 - Present
Guggenheim Partners June 2013 - August 2013
Citi May 2012 - August 2012
Education
Cornell University 2010 — 2014
Charles H. Dyson School B.S. with Honors, Applied Economics Finance
Guggenheim Partners July 2014 - Present
Guggenheim Partners June 2013 - August 2013
Citi May 2012 - August 2012
Education
Cornell University 2010 — 2014
Charles H. Dyson School B.S. with Honors, Applied Economics Finance
Jevone Jones Jevone Jones's Guggenheim Partners Experience March 2014 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2014 - Present
Moody's Investors Service July 2013 - February 2014
Tegu May 2012 - April 2013
Standard & Poor's May 2011 - August 2011
Standard & Poor's June 2010 - August 2010
Education
Cass Business School
Morehouse College
Finance
Guggenheim Partners March 2014 - Present
Moody's Investors Service July 2013 - February 2014
Tegu May 2012 - April 2013
Standard & Poor's May 2011 - August 2011
Standard & Poor's June 2010 - August 2010
Education
Cass Business School
Morehouse College
Finance
Brendan Howe Brendan Howe's Guggenheim Partners Experience September 2012 - Present
Job High Yield Credit Trading at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2012 - Present
Citi July 2010 - September 2012
Idea Foundry September 2008 - May 2010
PNC May 2009 - August 2009
Valstone Partners May 2008 - August 2008
Skills
Series 7, Series 63, Electronic Trading, Fixed Income, Equities, Bloomberg, Derivatives, Series 24, Equity Trading, Trading, Trading Systems, Capital Markets, FX Options, Investment Banking, Hedge Funds, Options, Financial Markets, Prime Brokerage, Portfolio Management, Securities
Education
Carnegie Mellon University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Guggenheim Partners September 2012 - Present
Citi July 2010 - September 2012
Idea Foundry September 2008 - May 2010
PNC May 2009 - August 2009
Valstone Partners May 2008 - August 2008
Skills
Series 7, Series 63, Electronic Trading, Fixed Income, Equities, Bloomberg, Derivatives, Series 24, Equity Trading, Trading, Trading Systems, Capital Markets, FX Options, Investment Banking, Hedge Funds, Options, Financial Markets, Prime Brokerage, Portfolio Management, Securities
Education
Carnegie Mellon University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Corina Cristea Lavoie Corina Cristea Lavoie's Guggenheim Partners Experience March 2004 - June 2004
Job Corporate Paralegal Manager, Legal Support Services at Debevoise & Plimpton LLP
Industry Legal Services
Experience
Debevoise & Plimpton September 2015 - Present
Simpson Thacher & Bartlett LLP August 2004 - September 2015
SMBC-CM June 2004 - August 2004
Guggenheim Partners March 2004 - June 2004
Bloomberg TV - Charlie Rose Show June 2003 - January 2004
O’Melveny & Myers LLP April 2002 - April 2003
Orrick, Herrington & Sutcliffe LLP July 2001 - April 2002
Billboard August 1997 - June 1999
Skills
Legal Research, Litigation, Securities, Legal Writing, Mergers & Acquisitions, Corporate Law, Due Diligence, Mergers, Legal Assistance, Corporate Governance, Private Equity, Securities Regulation
Education
Harvard University Extension School 2001 — 2002
Government
City University of New York-Hunter College 1995 — 1999
BA, Journalism and International Politics
Debevoise & Plimpton September 2015 - Present
Simpson Thacher & Bartlett LLP August 2004 - September 2015
SMBC-CM June 2004 - August 2004
Guggenheim Partners March 2004 - June 2004
Bloomberg TV - Charlie Rose Show June 2003 - January 2004
O’Melveny & Myers LLP April 2002 - April 2003
Orrick, Herrington & Sutcliffe LLP July 2001 - April 2002
Billboard August 1997 - June 1999
Skills
Legal Research, Litigation, Securities, Legal Writing, Mergers & Acquisitions, Corporate Law, Due Diligence, Mergers, Legal Assistance, Corporate Governance, Private Equity, Securities Regulation
Education
Harvard University Extension School 2001 — 2002
Government
City University of New York-Hunter College 1995 — 1999
BA, Journalism and International Politics
Allen Li, CFA's Guggenheim Partners Experience March 2014 - Present
Job Portfolio Manager at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners March 2014 - Present
Guggenheim Partners March 2012 - March 2014
Guggenheim Partners October 2010 - March 2012
Guggenheim Partners March 2010 - October 2010
Guggenheim Partners March 2009 - March 2010
Guggenheim Partners October 2007 - March 2009
Trust Company of the West June 2005 - October 2007
Skills
Equities, Securitization, ABS, High Yield, Structured Finance, Alternative Investments, Fixed Income, Bloomberg, Equity Research, Valuation, Structured Products, Asset Managment, Capital Markets, Municipal Bonds, Trading, Portfolio Management, Asset Management, Investments, Hedge Funds, Bonds
Education
Cornell University 2001 — 2005
B.A., Economics
Guggenheim Partners March 2014 - Present
Guggenheim Partners March 2012 - March 2014
Guggenheim Partners October 2010 - March 2012
Guggenheim Partners March 2010 - October 2010
Guggenheim Partners March 2009 - March 2010
Guggenheim Partners October 2007 - March 2009
Trust Company of the West June 2005 - October 2007
Skills
Equities, Securitization, ABS, High Yield, Structured Finance, Alternative Investments, Fixed Income, Bloomberg, Equity Research, Valuation, Structured Products, Asset Managment, Capital Markets, Municipal Bonds, Trading, Portfolio Management, Asset Management, Investments, Hedge Funds, Bonds
Education
Cornell University 2001 — 2005
B.A., Economics
Joseph Weissglass's Guggenheim Partners Experience March 2014 - Present
Job Investment Banking at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Partners March 2014 - Present
Barclays Capital - Restructuring and Finance Group May 2012 - March 2014
UNC Kenan-Flagler Business School July 2010 - May 2012
Barclays Capital - Restructuring and Finance Group June 2011 - August 2011
Certified Chinese Drywall Testing, LLC October 2009 - December 2010
NVR, Inc. February 2010 - June 2010
Home Inspections of Northern Virginia February 2008 - February 2010
NVR January 2008 - February 2010
Mashburn Construction Company, Inc. 2004 - 2005
Skills
Financial Analysis, Insolvency, Investment Banking, Bankruptcy, Restructuring, Debt Restructuring, Business Valuation, Financial Modeling, Business Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Finance, Entrepreneurship
Clemson University 2001 — 2005
Bishop England 1997 — 2001
Guggenheim Partners March 2014 - Present
Barclays Capital - Restructuring and Finance Group May 2012 - March 2014
UNC Kenan-Flagler Business School July 2010 - May 2012
Barclays Capital - Restructuring and Finance Group June 2011 - August 2011
Certified Chinese Drywall Testing, LLC October 2009 - December 2010
NVR, Inc. February 2010 - June 2010
Home Inspections of Northern Virginia February 2008 - February 2010
NVR January 2008 - February 2010
Mashburn Construction Company, Inc. 2004 - 2005
Skills
Financial Analysis, Insolvency, Investment Banking, Bankruptcy, Restructuring, Debt Restructuring, Business Valuation, Financial Modeling, Business Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Finance, Entrepreneurship
Clemson University 2001 — 2005
Bishop England 1997 — 2001
Dallas Vaughn Dallas Vaughn's Guggenheim Partners Experience October 2012 - February 2014
Job Office Administrator at BDO USA, LLP
Industry Facilities Services
Experience
BDO USA, LLP February 2015 - Present
ComPsych February 2014 - February 2015
Guggenheim Partners October 2012 - February 2014
Cannon Design January 2007 - October 2012
The Monogram Group October 2004 - January 2007
Leo Burnett April 1998 - August 2004
American Management Systems April 1995 - January 1998
Skills
Administration, Budgeting, Event Management, Administrative Support, Calendars, Microsoft Office, Outlook, Supervisory Skills, Coordination, Hiring, Supplies, Budgets, System Administration, Administrative..., Office Management, Human Resources, Proposal Writing, Marketing, Leadership, Teamwork, Project Planning, Interviews, Event Planning, Office Administration, Management, Social Networking, Project Coordination, Microsoft Word, Customer Service, Microsoft Excel, Social Media, Team Building, Fundraising, Purchasing, Project Management
Education
Columbia College Chicago 1998 — 2001
Bachelor's Degree, Communication and Media Studies
Robert Morris College 1991 — 1992
Associate Degree, Applied Science; Business Management; Marketing
BDO USA, LLP February 2015 - Present
ComPsych February 2014 - February 2015
Guggenheim Partners October 2012 - February 2014
Cannon Design January 2007 - October 2012
The Monogram Group October 2004 - January 2007
Leo Burnett April 1998 - August 2004
American Management Systems April 1995 - January 1998
Skills
Administration, Budgeting, Event Management, Administrative Support, Calendars, Microsoft Office, Outlook, Supervisory Skills, Coordination, Hiring, Supplies, Budgets, System Administration, Administrative..., Office Management, Human Resources, Proposal Writing, Marketing, Leadership, Teamwork, Project Planning, Interviews, Event Planning, Office Administration, Management, Social Networking, Project Coordination, Microsoft Word, Customer Service, Microsoft Excel, Social Media, Team Building, Fundraising, Purchasing, Project Management
Education
Columbia College Chicago 1998 — 2001
Bachelor's Degree, Communication and Media Studies
Robert Morris College 1991 — 1992
Associate Degree, Applied Science; Business Management; Marketing
Jason Yang, CFA Jason Yang, CFA's Guggenheim Partners Experience 2010 - 2012
Job Financial Professional
Industry Financial Services
Experience
Antarctica Capital 2012 - 2014
Guggenheim Partners 2010 - 2012
Citigroup Smith Barney 2005 - 2008
Citigroup Smith Barney 2002 - 2005
Education
Columbia University in the City of New York 2008 — 2009
M.S.
Washington University in St. Louis
BSBA
Antarctica Capital 2012 - 2014
Guggenheim Partners 2010 - 2012
Citigroup Smith Barney 2005 - 2008
Citigroup Smith Barney 2002 - 2005
Education
Columbia University in the City of New York 2008 — 2009
M.S.
Washington University in St. Louis
BSBA
Dan Healy, CPA's Guggenheim Partners Experience January 2015 - Present
Job Manager Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2015 - Present
GE Financial Assurance Genworth September 2005 - January 2015
The Brink’s Company November 2003 - September 2005
Carpenter Co. February 1999 - November 2003
Cendant Corporation December 1996 - February 1999
RCSB Financial October 1993 - December 1996
HSBC December 1988 - October 1993
Deloitte September 1985 - December 1988
Education
University of Rochester - Simon Business School 1996 — 1998
MBA
Canisius College 1984 — 1988
BS
Saint Bonaventure University
University of Virginia Darden School of Business 2012 — 2013
Advanced Leadership Course
Guggenheim Partners January 2015 - Present
GE Financial Assurance Genworth September 2005 - January 2015
The Brink’s Company November 2003 - September 2005
Carpenter Co. February 1999 - November 2003
Cendant Corporation December 1996 - February 1999
RCSB Financial October 1993 - December 1996
HSBC December 1988 - October 1993
Deloitte September 1985 - December 1988
Education
University of Rochester - Simon Business School 1996 — 1998
MBA
Canisius College 1984 — 1988
BS
Saint Bonaventure University
University of Virginia Darden School of Business 2012 — 2013
Advanced Leadership Course
Lauren Jackson's Guggenheim Partners Experience June 2008 - April 2010
Job Marketing and Design at Pacific Publishers, LLC
Industry Publishing
Experience
Pacific Publishers, LLC May 2012 - Present
G2 Investment Group, LLC April 2010 - May 2012
Guggenheim Partners June 2008 - April 2010
Financo, Inc. September 2004 - December 2007
Skills
Graphic Design, Adobe Creative Suite, Illustrator, Layout, Logo Design, Web Design, Photoshop, Illustration, Graphics, Copy Editing, Documentations, Publishing, Desktop Publishing, Marketing
Education
Ohio University 2001 — 2004
Bachelor's degree, English Language and Literature
Southside High School 1996 — 1999
Colorado State University
Pacific Publishers, LLC May 2012 - Present
G2 Investment Group, LLC April 2010 - May 2012
Guggenheim Partners June 2008 - April 2010
Financo, Inc. September 2004 - December 2007
Skills
Graphic Design, Adobe Creative Suite, Illustrator, Layout, Logo Design, Web Design, Photoshop, Illustration, Graphics, Copy Editing, Documentations, Publishing, Desktop Publishing, Marketing
Education
Ohio University 2001 — 2004
Bachelor's degree, English Language and Literature
Southside High School 1996 — 1999
Colorado State University
Christine Grant's Guggenheim Partners Experience April 2015 - Present
Job IT Project Manager at Guggenheim Partners
Industry Information Technology and Services
Experience
Guggenheim Partners April 2015 - Present
Guggenheim Partners January 2010 - April 2015
Claymore Securities September 2007 - January 2010
Target July 2007 - September 2007
Blanchard Road Alliance Church May 2007 - July 2007
Skills
Information Security, Program Management, IT Asset Management, Imanami SmartDL, Active Directory, Blackberry Enterprise..., Microsoft Office, Citrix, Altiris Deployment..., Adobe Creative Suite, Windows 7, XP, Cisco Call Manager, Dell Workstations, RSA SecurID, Symantec Endpoint..., Microsoft Exchange, Help Desk Support, IssueTrak, Cisco UCS, eFax, Disaster Recovery, VMware, Exchange Management..., Active Directory..., Altiris Incident..., Conference Plus, SharePoint, Business Objects
Education
University of Arizona 2011 — 2012
BA, Studio Art, Business
College of DuPage 2007 — 2009
Associate of Arts, Art
Wheaton Warrenville South 2003 — 2007
Guggenheim Partners April 2015 - Present
Guggenheim Partners January 2010 - April 2015
Claymore Securities September 2007 - January 2010
Target July 2007 - September 2007
Blanchard Road Alliance Church May 2007 - July 2007
Skills
Information Security, Program Management, IT Asset Management, Imanami SmartDL, Active Directory, Blackberry Enterprise..., Microsoft Office, Citrix, Altiris Deployment..., Adobe Creative Suite, Windows 7, XP, Cisco Call Manager, Dell Workstations, RSA SecurID, Symantec Endpoint..., Microsoft Exchange, Help Desk Support, IssueTrak, Cisco UCS, eFax, Disaster Recovery, VMware, Exchange Management..., Active Directory..., Altiris Incident..., Conference Plus, SharePoint, Business Objects
Education
University of Arizona 2011 — 2012
BA, Studio Art, Business
College of DuPage 2007 — 2009
Associate of Arts, Art
Wheaton Warrenville South 2003 — 2007
Dillon Lawson-Johnston's Guggenheim Partners Experience July 2013 - 2013
Job Assistant Staff Accountant at JFA Films
Industry Entertainment
Experience
JFA, LLC July 2015 - Present
Mammoth Entertainment November 2014 - April 2015
The Daniel Island Company January 2014 - May 2014
Guggenheim Partners July 2013 - 2013
Chilton Investment Company July 2010 - August 2010
Skills
Networking, Asset Management, Competitive Analysis, Equities, Fixed Income, Sales, Trading, Training, Strategy, Real Estate Development, Investments, Hedge Funds, Financial Modeling, Financial Analysis, Finance, Equity Research
Education
College of Charleston 2010 — 2014
Bachelor of Science (BS), Business Administration
Millbrook School 2006 — 2010
JFA, LLC July 2015 - Present
Mammoth Entertainment November 2014 - April 2015
The Daniel Island Company January 2014 - May 2014
Guggenheim Partners July 2013 - 2013
Chilton Investment Company July 2010 - August 2010
Skills
Networking, Asset Management, Competitive Analysis, Equities, Fixed Income, Sales, Trading, Training, Strategy, Real Estate Development, Investments, Hedge Funds, Financial Modeling, Financial Analysis, Finance, Equity Research
Education
College of Charleston 2010 — 2014
Bachelor of Science (BS), Business Administration
Millbrook School 2006 — 2010
Derek Richter Derek Richter's Guggenheim Partners Experience July 2014 - Present
Job Commercial Real Estate Finance Analyst at Guggenheim Partners at Guggenheim Partners
Industry Commercial Real Estate
Experience
Guggenheim Partners July 2014 - Present
Colgate University November 2012 - April 2014
Guggenheim Partners July 2013 - August 2013
Guggenheim Partners June 2013 - July 2013
Credit Suisse June 2012 - July 2012
Locust Wood Capital July 2011 - July 2011
Van Cleef, Jordan, and Wood Inc May 2011 - June 2011
Casual Water, Pool and Spa Professionals April 2009 - August 2010
Bronxville Youth Council October 2007 - July 2010
Camp Agawam June 2008 - August 2008
Education
Colgate University 2010 — 2014
Bachelor of Arts, Economics; Sociology and Anthropology
Bronxville High School 2006 — 2010
Guggenheim Partners July 2014 - Present
Colgate University November 2012 - April 2014
Guggenheim Partners July 2013 - August 2013
Guggenheim Partners June 2013 - July 2013
Credit Suisse June 2012 - July 2012
Locust Wood Capital July 2011 - July 2011
Van Cleef, Jordan, and Wood Inc May 2011 - June 2011
Casual Water, Pool and Spa Professionals April 2009 - August 2010
Bronxville Youth Council October 2007 - July 2010
Camp Agawam June 2008 - August 2008
Education
Colgate University 2010 — 2014
Bachelor of Arts, Economics; Sociology and Anthropology
Bronxville High School 2006 — 2010
Hailin Liu Hailin Liu's Guggenheim Partners Experience June 2015 - July 2015
Job Investment Banking Sophomore Summer Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - July 2015
Henssler Financial June 2014 - August 2014
Skills
Java, Python, Bloomberg, Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Strategic Planning
Education
Cornell University 2013 — 2017
Cornell University 2013 — 2017
Economics
Guggenheim Partners June 2015 - July 2015
Henssler Financial June 2014 - August 2014
Skills
Java, Python, Bloomberg, Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Strategic Planning
Education
Cornell University 2013 — 2017
Cornell University 2013 — 2017
Economics
Stephen Siler's Guggenheim Partners Experience June 2012 - May 2013
Job Head of HR at Federal Home Loan Bank of Topeka
Industry Retail
Experience
Federal Home Loan Bank of Topeka May 2013 - Present
Guggenheim Partners June 2012 - May 2013
Security Benefit August 2007 - May 2013
Darden Restaurants February 2006 - August 2007
Payless ShoeSource December 2004 - February 2006
Payless ShoeSource March 2001 - December 2004
Sears January 1998 - March 2001
DECA Inc. 1991 - 1992
Skills
Workers Compensation, HRIS, Human Resources, Executive Pay, Deferred Compensation, Succession Planning, Temporary Placement, Employee Training, Talent Management, Employee Benefits, Benefits Administration, Onboarding, Employee Relations, Performance Management, Payroll, Leadership
Education
Central Michigan University 1984 — 1989
BS, Marketing Education
Federal Home Loan Bank of Topeka May 2013 - Present
Guggenheim Partners June 2012 - May 2013
Security Benefit August 2007 - May 2013
Darden Restaurants February 2006 - August 2007
Payless ShoeSource December 2004 - February 2006
Payless ShoeSource March 2001 - December 2004
Sears January 1998 - March 2001
DECA Inc. 1991 - 1992
Skills
Workers Compensation, HRIS, Human Resources, Executive Pay, Deferred Compensation, Succession Planning, Temporary Placement, Employee Training, Talent Management, Employee Benefits, Benefits Administration, Onboarding, Employee Relations, Performance Management, Payroll, Leadership
Education
Central Michigan University 1984 — 1989
BS, Marketing Education
Joey Fischel's Guggenheim Partners Experience June 2010 - August 2010
Job Associate Analyst at William Blair and Company
Industry Investment Management
Experience
William Blair and Company 2011 - Present
Guggenheim Partners June 2010 - August 2010
Vauban LLC July 2006 - August 2008
Digital Power Capital/ICx Technologies June 2004 - July 2006
Skills
Equities, Investments, Financial Modeling, Venture Capital, Valuation, Independent Thinking, Investment Management, Private Equity, Capital Markets, Strategy, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
Northwestern University School of Law 2008 — 2011
JD
Columbia University in the City of New York 2000 — 2004
BA
William Blair and Company 2011 - Present
Guggenheim Partners June 2010 - August 2010
Vauban LLC July 2006 - August 2008
Digital Power Capital/ICx Technologies June 2004 - July 2006
Skills
Equities, Investments, Financial Modeling, Venture Capital, Valuation, Independent Thinking, Investment Management, Private Equity, Capital Markets, Strategy, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
Northwestern University School of Law 2008 — 2011
JD
Columbia University in the City of New York 2000 — 2004
BA
Aaron Rosenberg's Guggenheim Partners Experience June 2015 - Present
Job Summer Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
Chicago Infrastructure Trust June 2014 - September 2014
Organizing for America - Virginia January 2012 - December 2012
Rational 360 August 2010 - February 2012
Rational 360 January 2009 - September 2010
Hill & Knowlton October 2007 - January 2009
SCORE! Educational Centers February 2006 - February 2007
Office of Senator Carl Levin September 2005 - January 2006
Skills
Politics, Press Releases, Strategic Communications, Political Campaigns, Research, Grassroots Organizing, Editing, International Relations, Media Relations, Volunteer Management, Campaigns, Public Relations, Event Planning, Public Policy, Community Organizing, Data Analysis, Statistics, R, Tennis, Cycling, Writing, Proposal Writing, Economics
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Harris School of Public Policy at the University of Chicago 2013 — 2016
Master's Degree, Public Policy
Columbia University in the City of New York 2001 — 2005
BA, Political Science
Guggenheim Partners June 2015 - Present
Chicago Infrastructure Trust June 2014 - September 2014
Organizing for America - Virginia January 2012 - December 2012
Rational 360 August 2010 - February 2012
Rational 360 January 2009 - September 2010
Hill & Knowlton October 2007 - January 2009
SCORE! Educational Centers February 2006 - February 2007
Office of Senator Carl Levin September 2005 - January 2006
Skills
Politics, Press Releases, Strategic Communications, Political Campaigns, Research, Grassroots Organizing, Editing, International Relations, Media Relations, Volunteer Management, Campaigns, Public Relations, Event Planning, Public Policy, Community Organizing, Data Analysis, Statistics, R, Tennis, Cycling, Writing, Proposal Writing, Economics
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Harris School of Public Policy at the University of Chicago 2013 — 2016
Master's Degree, Public Policy
Columbia University in the City of New York 2001 — 2005
BA, Political Science
William Weber's Guggenheim Partners Experience June 2011 - October 2013
Job Managing Director Sr Strategist FIG at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC September 2014 - Present
Drexel Hamilton, LLC December 2013 - September 2014
Guggenheim Partners June 2011 - October 2013
Keefe, Bruyette & Woods, Inc. December 2002 - June 2011
Banca Antonveneta August 1996 - December 2002
CrossLand FSB January 1994 - April 1996
FDIC - Division of Resolutions January 1990 - January 1994
Thomson McKinnon Securities September 1986 - January 1990
Skills
Investment Banking, Capital Markets, Valuation, Structured Products, Series 7, Structured Finance, Series 63, Private Equity, Asset Management, Fixed Income, Equity Research, Investments, Trading, Bloomberg, Financial Modeling, Hedge Funds, Equities, Derivatives, Portfolio Management, Corporate Finance, Alternative Investments, Finance, Banking
Education
City University of New York-Brooklyn College 1983 — 1986
City University of New York-College of Staten Island 1981 — 1983
General Studies
FISERV - IPS-Sendero 1994 — 1994
Certificate - Financial Modeling, Asset/Liability Management
None
Brean Capital, LLC September 2014 - Present
Drexel Hamilton, LLC December 2013 - September 2014
Guggenheim Partners June 2011 - October 2013
Keefe, Bruyette & Woods, Inc. December 2002 - June 2011
Banca Antonveneta August 1996 - December 2002
CrossLand FSB January 1994 - April 1996
FDIC - Division of Resolutions January 1990 - January 1994
Thomson McKinnon Securities September 1986 - January 1990
Skills
Investment Banking, Capital Markets, Valuation, Structured Products, Series 7, Structured Finance, Series 63, Private Equity, Asset Management, Fixed Income, Equity Research, Investments, Trading, Bloomberg, Financial Modeling, Hedge Funds, Equities, Derivatives, Portfolio Management, Corporate Finance, Alternative Investments, Finance, Banking
Education
City University of New York-Brooklyn College 1983 — 1986
City University of New York-College of Staten Island 1981 — 1983
General Studies
FISERV - IPS-Sendero 1994 — 1994
Certificate - Financial Modeling, Asset/Liability Management
None
Chad Gutierrez's Guggenheim Partners Experience March 2006 - November 2009
Job Senior Talent Acquisition Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
Guggenheim Securities November 2009 - April 2014
Guggenheim Partners March 2006 - November 2009
B&C Electronic Engineering, Inc. November 2004 - February 2006
Skills
Talent Acquisition, Recruiting, College Recruiting, Career Development, Extending Offers, Interviews, Taleo, Samshfly, Wanted Analytics, Recruitment, Onboarding, Vendor Management, Office Administration, Expense Management, Procurement, Capital Markets, Leadership, Financial Modeling, Joint Ventures, Management, Fixed Income, Hedge Funds, Valuation, Bloomberg, Finance, Equities, Investment Banking, Asset Management, Restructuring, Private Equity, Project Management, Human Resources
Education
Colorado College 1998 — 2002
Bachelor of Arts (B.A.)
Colorado Academy 1995 — 1998
Graland Country Day School 1989 — 1995
TIAA-CREF April 2014 - Present
Guggenheim Securities November 2009 - April 2014
Guggenheim Partners March 2006 - November 2009
B&C Electronic Engineering, Inc. November 2004 - February 2006
Skills
Talent Acquisition, Recruiting, College Recruiting, Career Development, Extending Offers, Interviews, Taleo, Samshfly, Wanted Analytics, Recruitment, Onboarding, Vendor Management, Office Administration, Expense Management, Procurement, Capital Markets, Leadership, Financial Modeling, Joint Ventures, Management, Fixed Income, Hedge Funds, Valuation, Bloomberg, Finance, Equities, Investment Banking, Asset Management, Restructuring, Private Equity, Project Management, Human Resources
Education
Colorado College 1998 — 2002
Bachelor of Arts (B.A.)
Colorado Academy 1995 — 1998
Graland Country Day School 1989 — 1995
Howard Tubin's Guggenheim Partners Experience December 2014 - Present
Job Analyst at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Partners December 2014 - Present
RBC Capital Markets June 2006 - November 2014
Cathay Financial 2001 - 2006
PaineWebber/UBS 1998 - 2001
Skills
Valuation, Equity Research, Bloomberg, Investment Banking, Equity Valuation, Capital Markets, Equities, Financial Modeling, Private Equity, Venture Capital, Series 7, DCF, Alternative Investments
Education
Rutgers Graduate School of Management 1992 — 1994
M.B.A., Finance
Clark University 1985 — 1989
Guggenheim Partners December 2014 - Present
RBC Capital Markets June 2006 - November 2014
Cathay Financial 2001 - 2006
PaineWebber/UBS 1998 - 2001
Skills
Valuation, Equity Research, Bloomberg, Investment Banking, Equity Valuation, Capital Markets, Equities, Financial Modeling, Private Equity, Venture Capital, Series 7, DCF, Alternative Investments
Education
Rutgers Graduate School of Management 1992 — 1994
M.B.A., Finance
Clark University 1985 — 1989
Andy Nebel's Guggenheim Partners Experience 2006 - 2013
Job Owner, The Andy Nebel Company, Inc.
Industry Public Relations and Communications
Experience
The Andy Nebel Company, Inc. November 2006 - Present
Guggenheim Partners 2006 - 2013
men's media network 2009 - 2010
Marsteller Interactive / Burson-Marsteller 1997 - 2007
Marsteller Advertising/division of Burson-Marsteller 1997 - 2007
Burson Marsteller July 1997 - November 2006
Marsteller 1995 - 2006
Marsteller 1995 - 2006
WLS-TV January 1995 - January 1997
ABC/WLS-TV 1995 - 1997
Skills
Crisis Management, Public Relations, Marketing Communications, Advertising, Press Releases, Graphics, Video Production, Strategic Communications, Social Media, Event Management, Broadcast, Team Leadership, Creative Strategy, Blogging, Internal Communications, Corporate Branding, Message Development, Social Media Marketing, Communication Training, Strategy, Crisis Communications, Digital Media, Thought Leadership, Media Relations, Corporate Communications, Communications Planning, Program Management, Public Affairs, Integrated Marketing, Publicity, Copywriting, Digital Marketing, Corporate Social..., Reputation Management, Speech Writing, Digital Strategy, Video, New Media, Newsletters, Messaging, Creative Direction, Creative Writing, Event Planning, B2B Marketing, Content Development, Content Strategy, Online Marketing, Social Networking, Spokesperson
Education
Emerson College 1980 — 1984
Far Rockaway High School 1976 — 1980
graduate, general
Cornell University
The Andy Nebel Company, Inc. November 2006 - Present
Guggenheim Partners 2006 - 2013
men's media network 2009 - 2010
Marsteller Interactive / Burson-Marsteller 1997 - 2007
Marsteller Advertising/division of Burson-Marsteller 1997 - 2007
Burson Marsteller July 1997 - November 2006
Marsteller 1995 - 2006
Marsteller 1995 - 2006
WLS-TV January 1995 - January 1997
ABC/WLS-TV 1995 - 1997
Skills
Crisis Management, Public Relations, Marketing Communications, Advertising, Press Releases, Graphics, Video Production, Strategic Communications, Social Media, Event Management, Broadcast, Team Leadership, Creative Strategy, Blogging, Internal Communications, Corporate Branding, Message Development, Social Media Marketing, Communication Training, Strategy, Crisis Communications, Digital Media, Thought Leadership, Media Relations, Corporate Communications, Communications Planning, Program Management, Public Affairs, Integrated Marketing, Publicity, Copywriting, Digital Marketing, Corporate Social..., Reputation Management, Speech Writing, Digital Strategy, Video, New Media, Newsletters, Messaging, Creative Direction, Creative Writing, Event Planning, B2B Marketing, Content Development, Content Strategy, Online Marketing, Social Networking, Spokesperson
Education
Emerson College 1980 — 1984
Far Rockaway High School 1976 — 1980
graduate, general
Cornell University
Elisa Hahn's Guggenheim Partners Experience June 2014 - Present
Job Vice President,Guggenheim Partners, LLC
Industry Financial Services
Experience
Guggenheim Partners June 2014 - Present
Barclays Capital October 2012 - June 2014
State Street January 2006 - October 2012
State Street Bank 2004 - 2008
Investors Bank & Trust 2004 - 2007
Morgan Stanley Smith Barney 2000 - 2001
Skills
Management, Accounting, Internal Audit, Financial Analysis, Sarbanes-Oxley Act, Financial Services, New Business Development, Auditing, Internal Controls, CRM, Financial Reporting, Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
Suffolk University - Sawyer School of Management 2001 — 2004
Bachelor of Science (BS), Finance
Guggenheim Partners June 2014 - Present
Barclays Capital October 2012 - June 2014
State Street January 2006 - October 2012
State Street Bank 2004 - 2008
Investors Bank & Trust 2004 - 2007
Morgan Stanley Smith Barney 2000 - 2001
Skills
Management, Accounting, Internal Audit, Financial Analysis, Sarbanes-Oxley Act, Financial Services, New Business Development, Auditing, Internal Controls, CRM, Financial Reporting, Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
Suffolk University - Sawyer School of Management 2001 — 2004
Bachelor of Science (BS), Finance
Alysia (Stiles) Kinsella's Guggenheim Partners Experience July 2007 - Present
Job Associate Counsel at Guggenheim Partners, LLC
Industry Legal Services
Experience
Guggenheim Partners July 2007 - Present
Linder Legal Staffing Inc. 2007 - 2007
Manugistics November 2001 - August 2003
IBM Global Business Services August 1998 - November 2001
Georgia Pacific August 1997 - August 1998
Frontec October 1992 - 1997
Skills
Securities, Intellectual Property, Supply Chain, Corporate Governance, Legal Research, Legal Writing, Due Diligence, Securities Regulation, Commercial Litigation, Mergers & Acquisitions, Litigation, Employment Law, Corporate Law
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2003 — 2006
J.D.
University of Illinois at Urbana-Champaign 1988 — 1992
B.A., Asian Studies
Guggenheim Partners July 2007 - Present
Linder Legal Staffing Inc. 2007 - 2007
Manugistics November 2001 - August 2003
IBM Global Business Services August 1998 - November 2001
Georgia Pacific August 1997 - August 1998
Frontec October 1992 - 1997
Skills
Securities, Intellectual Property, Supply Chain, Corporate Governance, Legal Research, Legal Writing, Due Diligence, Securities Regulation, Commercial Litigation, Mergers & Acquisitions, Litigation, Employment Law, Corporate Law
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2003 — 2006
J.D.
University of Illinois at Urbana-Champaign 1988 — 1992
B.A., Asian Studies
Shawna Wanroy's Guggenheim Partners Experience June 2007 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2007 - Present
Education
Calvin College 1996 — 2000
Guggenheim Partners June 2007 - Present
Education
Calvin College 1996 — 2000
Lauren Sargent's Guggenheim Partners Experience April 2015 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2015 - Present
Guggenheim Fund Solutions March 2013 - Present
Guggenheim Advisors October 2002 - March 2013
Education
Columbia University - Columbia Business School 2008 — 2010
MBA 2010
Middlebury College 1998 — 2002
Rye High School
Guggenheim Partners April 2015 - Present
Guggenheim Fund Solutions March 2013 - Present
Guggenheim Advisors October 2002 - March 2013
Education
Columbia University - Columbia Business School 2008 — 2010
MBA 2010
Middlebury College 1998 — 2002
Rye High School
Craig Kaufman's Guggenheim Partners Experience September 2006 - August 2007
Job Legal Counsel at Greenfield Environmental Trust Group
Industry Legal Services
Experience
Greenfield Environmental Trust Group, Inc. April 2015 - Present
U.S. Environmental Protection Agency October 2008 - March 2015
U.S. Bankruptcy Court August 2007 - August 2008
Guggenheim Partners September 2006 - August 2007
Education
Temple University 2003 — 2006
JD/MBA
Cornell University 1996 — 2000
B.S.
Greenfield Environmental Trust Group, Inc. April 2015 - Present
U.S. Environmental Protection Agency October 2008 - March 2015
U.S. Bankruptcy Court August 2007 - August 2008
Guggenheim Partners September 2006 - August 2007
Education
Temple University 2003 — 2006
JD/MBA
Cornell University 1996 — 2000
B.S.
Prashant A. Raj's Guggenheim Partners Experience November 2009 - Present
Job
Industry Banking
Experience
Guggenheim Partners November 2009 - Present
Skills
Management, Valuation, Asset Management, Structured Finance, Capital Markets, Due Diligence, Banking, Financial Modeling, CMBS, Portfolio Management, Financial Structuring, Investment Banking, Investments, Real Estate Economics, Fixed Income, Private Equity, Securitization, Financial Analysis
Education
Cornell University 1998 — 2000
School of Planning and Architecture 1994 — 1998
Mt. St. Mary's School, Delhi Cantt 1981 — 1994
Guggenheim Partners November 2009 - Present
Skills
Management, Valuation, Asset Management, Structured Finance, Capital Markets, Due Diligence, Banking, Financial Modeling, CMBS, Portfolio Management, Financial Structuring, Investment Banking, Investments, Real Estate Economics, Fixed Income, Private Equity, Securitization, Financial Analysis
Education
Cornell University 1998 — 2000
School of Planning and Architecture 1994 — 1998
Mt. St. Mary's School, Delhi Cantt 1981 — 1994
Andrew Pickett's Guggenheim Partners Experience 2006 - 2006
Job Vice President Deutsche Bank
Industry Banking
Experience
Deutsche Bank February 2014 - Present
PwC July 2007 - January 2014
Guggenheim Partners 2006 - 2006
Skills
Capital Markets, Financial Services, Financial Analysis, Risk Management, Banking, Analytics, Bloomberg, Management Consulting, Financial Modeling, Business Transformation, Business Process..., Due Diligence, Valuation, Organizational Design, Change Management, Corporate Finance, Finance Transformation, Mergers, Business Strategy
Education
Cornell University 2003 — 2007
Deutsche Bank February 2014 - Present
PwC July 2007 - January 2014
Guggenheim Partners 2006 - 2006
Skills
Capital Markets, Financial Services, Financial Analysis, Risk Management, Banking, Analytics, Bloomberg, Management Consulting, Financial Modeling, Business Transformation, Business Process..., Due Diligence, Valuation, Organizational Design, Change Management, Corporate Finance, Finance Transformation, Mergers, Business Strategy
Education
Cornell University 2003 — 2007
Toyin Faleimu's Guggenheim Partners Experience November 2011 - September 2012
Job Regional Field Tech Manager at Lockheed Martin
Industry Information Technology and Services
Experience
Lockheed Martin April 2013 - Present
Lockheed Martin October 2012 - March 2013
Guggenheim Partners November 2011 - September 2012
Lockheed Martin November 2005 - November 2011
Lockeed Martin 2005 - November 2011
Lockheed Martin Information Technology 2005 - 2011
Skills
SharePoint, Integration, Systems Engineering, Virtualization, Technical Support, Security, Enterprise Architecture, Requirements Analysis, VMware, Testing, Servers, Troubleshooting
Education
Cornell University 2002 — 2005
Bachelor of Science, Engineering
City University of New York-Medgar Evers College 1999 — 2002
AS, Computer Science
Lockheed Martin April 2013 - Present
Lockheed Martin October 2012 - March 2013
Guggenheim Partners November 2011 - September 2012
Lockheed Martin November 2005 - November 2011
Lockeed Martin 2005 - November 2011
Lockheed Martin Information Technology 2005 - 2011
Skills
SharePoint, Integration, Systems Engineering, Virtualization, Technical Support, Security, Enterprise Architecture, Requirements Analysis, VMware, Testing, Servers, Troubleshooting
Education
Cornell University 2002 — 2005
Bachelor of Science, Engineering
City University of New York-Medgar Evers College 1999 — 2002
AS, Computer Science
Tim Vecchione's Guggenheim Partners Experience May 2012 - December 2012
Job Associate, Vice President at Regional Broker Dealer
Industry Financial Services
Experience
Regional Broker Dealer December 2012 - December 2012
Guggenheim Partners May 2012 - December 2012
Guggenheim Partners May 2010 - April 2012
Gerson Lehrman Group May 2008 - May 2010
Fitch Ratings July 2007 - May 2008
Skills
Equities
Education
Colgate University 2003 — 2007
Delbarton
Delbarton
Regional Broker Dealer December 2012 - December 2012
Guggenheim Partners May 2012 - December 2012
Guggenheim Partners May 2010 - April 2012
Gerson Lehrman Group May 2008 - May 2010
Fitch Ratings July 2007 - May 2008
Skills
Equities
Education
Colgate University 2003 — 2007
Delbarton
Delbarton
Catherine Rist's Guggenheim Partners Experience May 2012 - August 2013
Job Executive Assistant at Guggenheim Partners
Industry Financial Services
Experience
Le Grand Courtage January 2014 - January 2015
Novel Lincoln 2014 - 2015
Novel Lincoln 2014 - 2015
Guggenheim Partners May 2012 - August 2013
Trust Company of the West May 2006 - May 2012
LAW OFFICE OF JOE REBER November 2003 - May 2006
CENTRAL PARKING SYSTEMS November 2001 - October 2003
EPROPERTY INC March 2000 - November 2001
KENNEDY-WILSON INTERNATIONAL November 1998 - November 2001
ROGERS & ASSOCIATES October 1997 - November 1998
Skills
Concur, Management, Travel Arrangements, Research, Executive Support, Microsoft Office, Event Planning, Sales, Marketing, Critical Thinking, Executive..., Fundraising, Expense Reports, Equities, Heavy Calendaring, Public Relations, Editing, Event Management, Advertising, Strategy, PowerPoint, Microsoft Excel, Customer Service
Education
Central Michigan University 1991 — 1994
BS, Communications
Central Michigan University
Bachelor of Science Degree; Associate of Arts Degree, Broadcast Communications/Cinematic Arts; Audio/Visual Communication
Kellogg Community College
Le Grand Courtage January 2014 - January 2015
Novel Lincoln 2014 - 2015
Novel Lincoln 2014 - 2015
Guggenheim Partners May 2012 - August 2013
Trust Company of the West May 2006 - May 2012
LAW OFFICE OF JOE REBER November 2003 - May 2006
CENTRAL PARKING SYSTEMS November 2001 - October 2003
EPROPERTY INC March 2000 - November 2001
KENNEDY-WILSON INTERNATIONAL November 1998 - November 2001
ROGERS & ASSOCIATES October 1997 - November 1998
Skills
Concur, Management, Travel Arrangements, Research, Executive Support, Microsoft Office, Event Planning, Sales, Marketing, Critical Thinking, Executive..., Fundraising, Expense Reports, Equities, Heavy Calendaring, Public Relations, Editing, Event Management, Advertising, Strategy, PowerPoint, Microsoft Excel, Customer Service
Education
Central Michigan University 1991 — 1994
BS, Communications
Central Michigan University
Bachelor of Science Degree; Associate of Arts Degree, Broadcast Communications/Cinematic Arts; Audio/Visual Communication
Kellogg Community College
SherAfgan Mehboob's Guggenheim Partners Experience December 2014 - Present
Job Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners December 2014 - Present
Deutsche Bank Securities July 2008 - December 2014
Deloitte Consulting June 2002 - June 2006
Skills
Valuation, Capital Markets, Investment Banking, Financial Modeling, Equities, Fixed Income, Bloomberg, Corporate Finance, Private Equity, Emerging Markets, Derivatives, Corporate Development, Mergers & Acquisitions, Due Diligence, Equity Research
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
Master's degree, Business Administration and Management, General
William & Mary 1998 — 2002
BS, Computer Science
Guggenheim Partners December 2014 - Present
Deutsche Bank Securities July 2008 - December 2014
Deloitte Consulting June 2002 - June 2006
Skills
Valuation, Capital Markets, Investment Banking, Financial Modeling, Equities, Fixed Income, Bloomberg, Corporate Finance, Private Equity, Emerging Markets, Derivatives, Corporate Development, Mergers & Acquisitions, Due Diligence, Equity Research
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
Master's degree, Business Administration and Management, General
William & Mary 1998 — 2002
BS, Computer Science
Ryan Supple's Guggenheim Partners Experience August 2011 - May 2015
Job Closing Manager at Silverpeak Real Estate Finance LLC
Industry Real Estate
Experience
Silverpeak Real Estate Finance LLC May 2015 - Present
Guggenheim Partners August 2011 - May 2015
Credit Suisse September 2005 - August 2011
Education
College of the Holy Cross 2000 — 2004
Silverpeak Real Estate Finance LLC May 2015 - Present
Guggenheim Partners August 2011 - May 2015
Credit Suisse September 2005 - August 2011
Education
College of the Holy Cross 2000 — 2004
Yezdan Badrakhan's Guggenheim Partners Experience September 2009 - June 2015
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Guggenheim Partners September 2009 - June 2015
Deutsche Bank June 2008 - September 2008
Skills
Fixed Income, Trading, Economics, Bloomberg, Risk Management, Financial Modeling, Structured Products, Fixed Asset Management, Portfolio Management, Alternative Investments, Capital Markets
Education
California Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Biology, Business Economics & Management
University College London, U. of London 2008 — 2008
Study Abroad, Biochemistry
Wells Fargo Securities June 2015 - Present
Guggenheim Partners September 2009 - June 2015
Deutsche Bank June 2008 - September 2008
Skills
Fixed Income, Trading, Economics, Bloomberg, Risk Management, Financial Modeling, Structured Products, Fixed Asset Management, Portfolio Management, Alternative Investments, Capital Markets
Education
California Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Biology, Business Economics & Management
University College London, U. of London 2008 — 2008
Study Abroad, Biochemistry
Matt Bloom's Guggenheim Partners Experience January 2006 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2006 - Present
Skadden Arps 2002 - 2005
Education
Columbia Law School 1999 — 2002
JD
University of Florida 1995 — 1999
Bachelor of Science
Guggenheim Partners January 2006 - Present
Skadden Arps 2002 - 2005
Education
Columbia Law School 1999 — 2002
JD
University of Florida 1995 — 1999
Bachelor of Science
Jim Cao, CFA's Guggenheim Partners Experience December 2008 - August 2012
Job
Industry Financial Services
Experience
The Strand Partners October 2013 - Present
SHARPE+SIGNA LLC March 2013 - July 2013
Guggenheim Partners December 2008 - August 2012
Goldman Sachs January 2006 - August 2008
Skills
Equities, Bloomberg, Hedge Funds, Financial Modeling, Portfolio Management, Fixed Income, Equity Derivatives, Trading Systems, Valuation, Options
Education
Cornell University 2002 — 2005
B.S., Electrical Engineering
The Strand Partners October 2013 - Present
SHARPE+SIGNA LLC March 2013 - July 2013
Guggenheim Partners December 2008 - August 2012
Goldman Sachs January 2006 - August 2008
Skills
Equities, Bloomberg, Hedge Funds, Financial Modeling, Portfolio Management, Fixed Income, Equity Derivatives, Trading Systems, Valuation, Options
Education
Cornell University 2002 — 2005
B.S., Electrical Engineering
Joseph Heyer's Guggenheim Partners Experience May 2010 - Present
Job Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners May 2010 - Present
JPMorgan July 2008 - April 2010
Bear Stearns 2002 - 2008
Sanford C. Bernstein September 1996 - July 2000
Skills
Capital Markets, Hedge Funds, Due Diligence, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Pennsylvania 1991 — 1995
BA, Economics
Guggenheim Partners May 2010 - Present
JPMorgan July 2008 - April 2010
Bear Stearns 2002 - 2008
Sanford C. Bernstein September 1996 - July 2000
Skills
Capital Markets, Hedge Funds, Due Diligence, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Pennsylvania 1991 — 1995
BA, Economics
Gracie Huang's Guggenheim Partners Experience July 2012 - December 2012
Job Analyst at The Capital Group Corporation
Industry Financial Services
Experience
Guggenheim Partners July 2012 - December 2012
Roubini Global Economics May 2010 - November 2011
J.P. Morgan Investment Bank July 2008 - December 2008
J.P. Morgan Investment Bank May 2007 - September 2007
EtherGeeks September 2004 - August 2007
TheMarkets.com August 2004 - September 2005
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, IEOR
Columbia University - Columbia Business School
Bachelor of Science (B.S.), Engineering Management
Guggenheim Partners July 2012 - December 2012
Roubini Global Economics May 2010 - November 2011
J.P. Morgan Investment Bank July 2008 - December 2008
J.P. Morgan Investment Bank May 2007 - September 2007
EtherGeeks September 2004 - August 2007
TheMarkets.com August 2004 - September 2005
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, IEOR
Columbia University - Columbia Business School
Bachelor of Science (B.S.), Engineering Management
Chrissi Steffani Wardlow, CPP, PHR's Guggenheim Partners Experience May 2014 - Present
Job Director of Payroll Operations at VNA Health Care
Industry Hospital & Health Care
Experience
VNA Health Care February 2015 - Present
Guggenheim Partners May 2014 - Present
Paylocity August 2013 - April 2014
SeatonCorp October 2012 - March 2013
CJE SeniorLife March 2003 - July 2012
Insurance Auto Auctions 1994 - 2000
Skills
Leadership, Training, HRIS, Payroll, Employee Relations, Onboarding, Applicant Tracking..., New Hire Orientations, HR Policies, Human Resources, Recruiting, Union, Talent Acquisition, Interviews, Nonprofits, Customer Service, Employee Training, Microsoft Excel, Healthcare, Process Improvement, Budgets, Team Building, PeopleSoft, Employee Benefits, Benefits Administration
Education
College of Lake County
VNA Health Care February 2015 - Present
Guggenheim Partners May 2014 - Present
Paylocity August 2013 - April 2014
SeatonCorp October 2012 - March 2013
CJE SeniorLife March 2003 - July 2012
Insurance Auto Auctions 1994 - 2000
Skills
Leadership, Training, HRIS, Payroll, Employee Relations, Onboarding, Applicant Tracking..., New Hire Orientations, HR Policies, Human Resources, Recruiting, Union, Talent Acquisition, Interviews, Nonprofits, Customer Service, Employee Training, Microsoft Excel, Healthcare, Process Improvement, Budgets, Team Building, PeopleSoft, Employee Benefits, Benefits Administration
Education
College of Lake County
Cranford Stoudemire's Guggenheim Partners Experience 2000 - 2002
Job MD at Butler Capital Partners
Industry Investment Management
Experience
Butler Capital Partners February 2003 - Present
Guggenheim Partners 2000 - 2002
DLJ 1999 - 2001
UBS 1990 - 1999
US Navy 1972 - 1975
Skills
Hedge Funds, Wealth Management, Private Equity, Alternative Investments, Asset Management, Capital Markets, Fixed Income, Equities, Asset Managment, Bonds, Fund Of Funds
Education
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance
University of North Carolina at Chapel Hill 1968 — 1972
Political Science
Deerfield Academy
Butler Capital Partners February 2003 - Present
Guggenheim Partners 2000 - 2002
DLJ 1999 - 2001
UBS 1990 - 1999
US Navy 1972 - 1975
Skills
Hedge Funds, Wealth Management, Private Equity, Alternative Investments, Asset Management, Capital Markets, Fixed Income, Equities, Asset Managment, Bonds, Fund Of Funds
Education
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance
University of North Carolina at Chapel Hill 1968 — 1972
Political Science
Deerfield Academy
Retta Abraham-Mulugetta's Guggenheim Partners Experience September 2013 - December 2014
Job Vice President at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets January 2015 - Present
Guggenheim Partners September 2013 - December 2014
Barclays Investment Bank July 2010 - August 2013
Barclays Investment Bank September 2008 - July 2010
Lehman Brothers January 2007 - September 2008
UBS Investment Bank 2006 - 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, Equities, LBO, Corporate Finance, Due Diligence, Mergers & Acquisitions
Education
Cornell University 2002 — 2006
Bachelor of Science (BS), Biological Engineering / Applied Economics
RBC Capital Markets January 2015 - Present
Guggenheim Partners September 2013 - December 2014
Barclays Investment Bank July 2010 - August 2013
Barclays Investment Bank September 2008 - July 2010
Lehman Brothers January 2007 - September 2008
UBS Investment Bank 2006 - 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, Equities, LBO, Corporate Finance, Due Diligence, Mergers & Acquisitions
Education
Cornell University 2002 — 2006
Bachelor of Science (BS), Biological Engineering / Applied Economics
Justin Doyaga's Guggenheim Partners Experience May 2014 - Present
Job Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2014 - Present
Prudential Financial January 2011 - May 2014
AXA December 2007 - January 2011
Education
College for Financial Planning 2008 — 2008
CRPC®, Retirement Planning
The Brooks Group 2008 — 2008
Certification, IMPACT Sales Methodology
City University of New York-Brooklyn College 2000 — 2004
B.A., History
Guggenheim Partners May 2014 - Present
Prudential Financial January 2011 - May 2014
AXA December 2007 - January 2011
Education
College for Financial Planning 2008 — 2008
CRPC®, Retirement Planning
The Brooks Group 2008 — 2008
Certification, IMPACT Sales Methodology
City University of New York-Brooklyn College 2000 — 2004
B.A., History
Sam Zarnegar's Guggenheim Partners Experience June 2010 - August 2010
Job Analyst at Glenview Capital
Industry Investment Management
Experience
Glenview Capital September 2014 - Present
Sageview Capital August 2013 - August 2014
Evercore Partners June 2011 - June 2013
Guggenheim Partners June 2010 - August 2010
Osmium Partners May 2009 - August 2009
Merrill Lynch December 2008 - January 2009
Education
Cornell University
Economics
Glenview Capital September 2014 - Present
Sageview Capital August 2013 - August 2014
Evercore Partners June 2011 - June 2013
Guggenheim Partners June 2010 - August 2010
Osmium Partners May 2009 - August 2009
Merrill Lynch December 2008 - January 2009
Education
Cornell University
Economics
David Gong's Guggenheim Partners Experience March 2015 - Present
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2015 - Present
BNP Paribas February 2014 - March 2015
BNP Paribas June 2013 - August 2013
Standard & Poor's May 2012 - August 2012
Education
Cornell University 2010 — 2014
B.S. Applied Economics and Management, Minor in Real Estate
Guggenheim Partners March 2015 - Present
BNP Paribas February 2014 - March 2015
BNP Paribas June 2013 - August 2013
Standard & Poor's May 2012 - August 2012
Education
Cornell University 2010 — 2014
B.S. Applied Economics and Management, Minor in Real Estate
Steven Eick's Guggenheim Partners Experience November 2013 - Present
Job Portfolio Manager at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners November 2013 - Present
Brencourt Advisors August 2010 - Present
Forest Investment Management 2004 - December 2007
Avery Partners 1996 - 2004
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Equities, Equity Research, Capital Markets, Investments, Fixed Income, Equity Derivatives, Bloomberg, Trading, Financial Modeling, Asset Managment, Derivatives, Asset Allocation, Asset Management, Bonds, Mutual Funds, Options, Valuation
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
University of Chicago 1982 — 1986
BA
Guggenheim Partners November 2013 - Present
Brencourt Advisors August 2010 - Present
Forest Investment Management 2004 - December 2007
Avery Partners 1996 - 2004
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Equities, Equity Research, Capital Markets, Investments, Fixed Income, Equity Derivatives, Bloomberg, Trading, Financial Modeling, Asset Managment, Derivatives, Asset Allocation, Asset Management, Bonds, Mutual Funds, Options, Valuation
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
University of Chicago 1982 — 1986
BA
William Goldstein's Guggenheim Partners Experience September 2012 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
PlaneLogiX July 2014 - Present
Guggenheim Partners September 2012 - Present
RBS Markets & International Banking May 2012 - September 2012
RBS Markets & International Banking March 2012 - May 2012
RBS Global Banking & Markets September 2011 - May 2012
Kleinfeld Manhattan 2009 - 2012
RBS Global Banking & Markets May 2011 - September 2011
RBS Global Banking & Markets September 2010 - May 2011
Peggotty Investment Club, Connecticut College October 2006 - May 2010
NYC December 2009 - January 2010
Skills
Risk, Financial Risk, Bloomberg, Portfolio Management, Hedge Funds, Investments, Equities, Risk Management, Trading, Finance, Options, Credit Risk, Market Risk, Banking, Bonds, Credit
Education
Connecticut College 2006 — 2010
Bachelor of Arts (BA)
Connecticut College
BA
Institute of Economic
RCDS
PlaneLogiX July 2014 - Present
Guggenheim Partners September 2012 - Present
RBS Markets & International Banking May 2012 - September 2012
RBS Markets & International Banking March 2012 - May 2012
RBS Global Banking & Markets September 2011 - May 2012
Kleinfeld Manhattan 2009 - 2012
RBS Global Banking & Markets May 2011 - September 2011
RBS Global Banking & Markets September 2010 - May 2011
Peggotty Investment Club, Connecticut College October 2006 - May 2010
NYC December 2009 - January 2010
Skills
Risk, Financial Risk, Bloomberg, Portfolio Management, Hedge Funds, Investments, Equities, Risk Management, Trading, Finance, Options, Credit Risk, Market Risk, Banking, Bonds, Credit
Education
Connecticut College 2006 — 2010
Bachelor of Arts (BA)
Connecticut College
BA
Institute of Economic
RCDS
Gilbert Chaplin's Guggenheim Partners Experience September 2013 - December 2013
Job DBA at Brandmuscle
Industry Information Technology and Services
Experience
Brandmuscle February 2014 - Present
Guggenheim Partners September 2013 - December 2013
UnitedHealth Group June 2013 - September 2013
Mattersight Corporation July 2012 - May 2013
Eagle Creek Software Services July 2010 - July 2012
Skills
Java, SQL, OBIEE, Oracle, Visio, Business Intelligence, Project Management, Informatica, Data Warehousing, ETL, Databases, Software Documentation, Crystal Reports, SDLC, SSIS, Microsoft SQL Server, Business Analysis
Education
Chicago State University 2003 — 2009
Bachelor of Science, Computer Science
Brandmuscle February 2014 - Present
Guggenheim Partners September 2013 - December 2013
UnitedHealth Group June 2013 - September 2013
Mattersight Corporation July 2012 - May 2013
Eagle Creek Software Services July 2010 - July 2012
Skills
Java, SQL, OBIEE, Oracle, Visio, Business Intelligence, Project Management, Informatica, Data Warehousing, ETL, Databases, Software Documentation, Crystal Reports, SDLC, SSIS, Microsoft SQL Server, Business Analysis
Education
Chicago State University 2003 — 2009
Bachelor of Science, Computer Science
Robert Hartnett's Guggenheim Partners Experience July 2015 - Present
Job Alternative Investments Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
Guggenheim Partners September 2013 - Present
State Street Corporation June 2010 - September 2013
Fidelity Investments June 2009 - August 2009
MFS Investment Management June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Microsoft Excel, BlackRock Aladdin, Wall Street Office, Microsoft Office, PowerPoint, Microsoft Word, Windows, Outlook, Bloomberg Software, Team Leadership, Hedge Funds
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics
Cumberland High School
Guggenheim Partners July 2015 - Present
Guggenheim Partners September 2013 - Present
State Street Corporation June 2010 - September 2013
Fidelity Investments June 2009 - August 2009
MFS Investment Management June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Microsoft Excel, BlackRock Aladdin, Wall Street Office, Microsoft Office, PowerPoint, Microsoft Word, Windows, Outlook, Bloomberg Software, Team Leadership, Hedge Funds
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics
Cumberland High School
James Sundstrom's Guggenheim Partners Experience May 2010 - Present
Job Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners May 2010 - Present
Summit Securites Group LLC 2009 - 2010
Cypress Associates February 2006 - May 2008
Skills
Strategic Planning, Due Diligence, Real Estate, Negotiation, Capital Markets, Private Equity, Valuation, Venture Capital, Corporate Finance, Equities, Mergers & Acquisitions, Financial Modeling, Investment Banking, Investments, Hedge Funds
Education
Columbia Business School
Master of Business Administration (MBA)
Guggenheim Partners May 2010 - Present
Summit Securites Group LLC 2009 - 2010
Cypress Associates February 2006 - May 2008
Skills
Strategic Planning, Due Diligence, Real Estate, Negotiation, Capital Markets, Private Equity, Valuation, Venture Capital, Corporate Finance, Equities, Mergers & Acquisitions, Financial Modeling, Investment Banking, Investments, Hedge Funds
Education
Columbia Business School
Master of Business Administration (MBA)
Amar Gujral's Guggenheim Partners Experience May 2015 - Present
Job Associate at Guggenheim Partners
Industry Oil & Energy
Experience
Guggenheim Partners May 2015 - Present
PacWest Consulting Partners July 2013 - May 2015
CreditSights May 2012 - August 2012
Colorado School of Mines December 2011 - January 2012
American Solar Partners July 2009 - June 2011
Skills
Petroleum, Market Research, Finance, Microsoft Office, Economics, Microsoft Excel, Research, Adobe Acrobat, CAD, Team Leadership, Quantitative Analytics, Financial Modeling, Economic Modeling, Due Diligence, Strategy, Energy Industry, Oil & Gas Industry, Business Strategy, Energy Markets, Energy, Oil/Gas, Management Consulting, Valuation, Financial Analysis, Oil & Gas, Data Analysis, Strategic Planning, PowerPoint
Education
Colorado School of Mines 2011 — 2013
Master of Science (M.S.), Mineral & Energy Economics
Institut Français du Pétrole (IFP School) 2011 — 2013
Master of Science (M.S.), Petroleum Economics & Management
Lafayette College 2005 — 2009
Bachelor of Arts (A.B.), Engineering
Pelham Memorial High School 2001 — 2005
Guggenheim Partners May 2015 - Present
PacWest Consulting Partners July 2013 - May 2015
CreditSights May 2012 - August 2012
Colorado School of Mines December 2011 - January 2012
American Solar Partners July 2009 - June 2011
Skills
Petroleum, Market Research, Finance, Microsoft Office, Economics, Microsoft Excel, Research, Adobe Acrobat, CAD, Team Leadership, Quantitative Analytics, Financial Modeling, Economic Modeling, Due Diligence, Strategy, Energy Industry, Oil & Gas Industry, Business Strategy, Energy Markets, Energy, Oil/Gas, Management Consulting, Valuation, Financial Analysis, Oil & Gas, Data Analysis, Strategic Planning, PowerPoint
Education
Colorado School of Mines 2011 — 2013
Master of Science (M.S.), Mineral & Energy Economics
Institut Français du Pétrole (IFP School) 2011 — 2013
Master of Science (M.S.), Petroleum Economics & Management
Lafayette College 2005 — 2009
Bachelor of Arts (A.B.), Engineering
Pelham Memorial High School 2001 — 2005
Edward Chen's Guggenheim Partners Experience July 2013 - August 2014
Job Private Equity Associate at Welsh, Carson, Anderson & Stowe
Industry Venture Capital & Private Equity
Experience
Welsh, Carson, Anderson & Stowe September 2014 - Present
Guggenheim Partners July 2013 - August 2014
BMO Capital Markets July 2011 - June 2013
Skills
Investment Banking, Private Equity, Valuation, LBO, Growth Equity, Mergers & Acquisitions, Business Acquisition..., Capital Markets, Financial Modeling, Corporate Finance, Leveraged Finance, Leveraged Lending, Finance, Portfolio Management, Structured Finance, Financial Analysis, Equities, Investments
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2011
BS
Townsend Harris High School 2003 — 2007
Welsh, Carson, Anderson & Stowe September 2014 - Present
Guggenheim Partners July 2013 - August 2014
BMO Capital Markets July 2011 - June 2013
Skills
Investment Banking, Private Equity, Valuation, LBO, Growth Equity, Mergers & Acquisitions, Business Acquisition..., Capital Markets, Financial Modeling, Corporate Finance, Leveraged Finance, Leveraged Lending, Finance, Portfolio Management, Structured Finance, Financial Analysis, Equities, Investments
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2011
BS
Townsend Harris High School 2003 — 2007
Cynthia Sun's Guggenheim Partners Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Guggenheim Partners
Industry
Experience
Guggenheim Partners June 2015 - August 2015
DBS Vickers Securities July 2014 - August 2014
Corning Incorporated June 2014 - July 2014
MSH International May 2013 - July 2013
Allen & Overy June 2011 - July 2011
Skills
PowerPoint, Microsoft Excel, Minitab Statistical..., Microsoft Office, Marketing, Editing, Market Research, Public Speaking, Microsoft Word, Social Media, Social Media Marketing, Data Analysis, Social Networking
Education
Cornell University 2012 — 2016
Bachelor of Science (B.S.), Applied Economics and Management (concentrating in Finace and Strategy), Information Science Minor
Shanghai American School Pudong Campus 2007 — 2012
High School Diploma
Guggenheim Partners June 2015 - August 2015
DBS Vickers Securities July 2014 - August 2014
Corning Incorporated June 2014 - July 2014
MSH International May 2013 - July 2013
Allen & Overy June 2011 - July 2011
Skills
PowerPoint, Microsoft Excel, Minitab Statistical..., Microsoft Office, Marketing, Editing, Market Research, Public Speaking, Microsoft Word, Social Media, Social Media Marketing, Data Analysis, Social Networking
Education
Cornell University 2012 — 2016
Bachelor of Science (B.S.), Applied Economics and Management (concentrating in Finace and Strategy), Information Science Minor
Shanghai American School Pudong Campus 2007 — 2012
High School Diploma
Solomon Jeong's Guggenheim Partners Experience June 2012 - August 2012
Job Investment Associate at Citadel LLC / Surveyor Capital
Industry Investment Management
Experience
Citadel LLC April 2015 - Present
Deutsche Bank July 2013 - March 2015
Cornell Venture Capital February 2012 - May 2013
Guggenheim Partners June 2012 - August 2012
S&P May 2011 - August 2011
SGS Testing Services July 2010 - August 2010
Skills
Bloomberg, Financial Modeling, Capital IQ, Microsoft Excel, Valuation, Financial Statement..., Financial Accounting, Mentoring, Venture Capital, Investments, Investment Banking, Private Equity, Capital Markets, Economics
Education
Cornell University 2009 — 2013
BA, Double Major in Economics and Asian Studies
Stevenson School 2005 — 2009
High School Diploma
Citadel LLC April 2015 - Present
Deutsche Bank July 2013 - March 2015
Cornell Venture Capital February 2012 - May 2013
Guggenheim Partners June 2012 - August 2012
S&P May 2011 - August 2011
SGS Testing Services July 2010 - August 2010
Skills
Bloomberg, Financial Modeling, Capital IQ, Microsoft Excel, Valuation, Financial Statement..., Financial Accounting, Mentoring, Venture Capital, Investments, Investment Banking, Private Equity, Capital Markets, Economics
Education
Cornell University 2009 — 2013
BA, Double Major in Economics and Asian Studies
Stevenson School 2005 — 2009
High School Diploma
Eli Hellmann's Guggenheim Partners Experience July 2011 - Present
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2011 - Present
DC37 January 2009 - August 2011
Skills
ASP.NET MVC, T-SQL, LINQ, XML, WPF, WinForms, Microsoft SQL Server, IIS, Databases, C#, VB/C#.NET, AngularJS, Ruby, WCF, Database Design, TFS, jQuery, SDLC, Access, Software Development, .NET
Education
City University of New York-Brooklyn College 2007 — 2009
BS, Mathematics, CIS
Guggenheim Partners July 2011 - Present
DC37 January 2009 - August 2011
Skills
ASP.NET MVC, T-SQL, LINQ, XML, WPF, WinForms, Microsoft SQL Server, IIS, Databases, C#, VB/C#.NET, AngularJS, Ruby, WCF, Database Design, TFS, jQuery, SDLC, Access, Software Development, .NET
Education
City University of New York-Brooklyn College 2007 — 2009
BS, Mathematics, CIS
Morgan Hirsch's Guggenheim Partners Experience April 2009 - May 2011
Job CoFounder Lori's Listings
Industry Apparel & Fashion
Experience
Lori's Listings July 2015 - Present
Guggenheim Partners April 2009 - May 2011
A-List Services LLC June 2007 - August 2007
Cambridge Home Capital June 2006 - August 2006
Opus Trading Fund LLC June 2005 - August 2005
Skills
Bloomberg, Fixed Income, Hedge Funds, Market Research, Loans, Credit, Underwriting, Sales, Derivatives, Financial Modeling, Series 7, Securities, Investments, Equities, Capital Markets, Bonds
Education
Cornell University, School of Agriculture and Life Sciences
Bachelor of Science, Applied Economics and Management
Cornell University 2004 — 2008
BS, Applied Economics Management
Lori's Listings July 2015 - Present
Guggenheim Partners April 2009 - May 2011
A-List Services LLC June 2007 - August 2007
Cambridge Home Capital June 2006 - August 2006
Opus Trading Fund LLC June 2005 - August 2005
Skills
Bloomberg, Fixed Income, Hedge Funds, Market Research, Loans, Credit, Underwriting, Sales, Derivatives, Financial Modeling, Series 7, Securities, Investments, Equities, Capital Markets, Bonds
Education
Cornell University, School of Agriculture and Life Sciences
Bachelor of Science, Applied Economics and Management
Cornell University 2004 — 2008
BS, Applied Economics Management
Philip Shields's Guggenheim Partners Experience July 2013 - Present
Job Trader
Industry Financial Services
Experience
Guggenheim Partners July 2013 - Present
BlackRock 2012 - 2013
Guggenheim Partners 2012 - 2012
UBS June 2011 - August 2011
First National Bank of Omaha 2008 - 2010
ConAgra Foods 2005 - 2008
Skills
Financial Modeling, Portfolio Management, Valuation
Education
UCLA Anderson School of Management 2010 — 2012
Creighton University 2001 — 2005
BA, Finance
Guggenheim Partners July 2013 - Present
BlackRock 2012 - 2013
Guggenheim Partners 2012 - 2012
UBS June 2011 - August 2011
First National Bank of Omaha 2008 - 2010
ConAgra Foods 2005 - 2008
Skills
Financial Modeling, Portfolio Management, Valuation
Education
UCLA Anderson School of Management 2010 — 2012
Creighton University 2001 — 2005
BA, Finance
David Conrod's Guggenheim Partners Experience 2000 - 2010
Job Chief Executive, FocusPoint Private Capital Group, LLC
Industry Investment Management
Experience
FocusPoint Private Capital Group March 2010 - Present
Guggenheim Partners 2000 - 2010
Education
Columbia Business School 1990 — 1992
MBA
Kenyon College 1978 — 1982
AB, History
FocusPoint Private Capital Group March 2010 - Present
Guggenheim Partners 2000 - 2010
Education
Columbia Business School 1990 — 1992
MBA
Kenyon College 1978 — 1982
AB, History
Kelechi Ogbunamiri's Guggenheim Partners Experience October 2013 - Present
Job Portfolio Manager at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners October 2013 - Present
Guggenheim Partners August 2011 - October 2013
Morgan Stanley June 2010 - August 2010
Afrinvest West Africa August 2008 - May 2009
AQR Capital Management April 2006 - March 2008
Merrill Lynch May 2004 - April 2006
Skills
Valuation, Financial Analysis, Investments, Corporate Finance, Hedge Funds, Bloomberg, Equity Research, Portfolio Management, Fixed Income, Asset Managment, Emerging Markets, Capital Markets, Business Strategy
Education
The Wharton School, University of Pennsylvania 2009 — 2011
Master of Business Administration (M.B.A.), Finance
Cornell University 2001 — 2004
Bachelor of Science (B.S.), Applied Economics
Harvard Westlake 1998 — 2000
Guggenheim Partners October 2013 - Present
Guggenheim Partners August 2011 - October 2013
Morgan Stanley June 2010 - August 2010
Afrinvest West Africa August 2008 - May 2009
AQR Capital Management April 2006 - March 2008
Merrill Lynch May 2004 - April 2006
Skills
Valuation, Financial Analysis, Investments, Corporate Finance, Hedge Funds, Bloomberg, Equity Research, Portfolio Management, Fixed Income, Asset Managment, Emerging Markets, Capital Markets, Business Strategy
Education
The Wharton School, University of Pennsylvania 2009 — 2011
Master of Business Administration (M.B.A.), Finance
Cornell University 2001 — 2004
Bachelor of Science (B.S.), Applied Economics
Harvard Westlake 1998 — 2000
Alexandra Crawley's Guggenheim Partners Experience 2012 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 2012 - Present
Skills
Bloomberg, Valuation, Financial Modeling, Financial Analysis, Economics, Asset Management, Private Equity, Credit Analysis
Education
Columbia University in the City of New York 2007 — 2011
Guggenheim Partners 2012 - Present
Skills
Bloomberg, Valuation, Financial Modeling, Financial Analysis, Economics, Asset Management, Private Equity, Credit Analysis
Education
Columbia University in the City of New York 2007 — 2011
Shing Yin's Guggenheim Partners Experience October 2011 - June 2013
Job Senior Analyst at Contour Asset Management
Industry Financial Services
Experience
Contour Asset Management July 2013 - Present
Guggenheim Partners October 2011 - June 2013
Citadel LLC May 2010 - August 2011
Sanford C. Bernstein September 2004 - April 2010
RHK June 2002 - September 2004
McKinsey & Company July 2000 - April 2002
AlliedSignal July 1996 - May 1998
Skills
Investments, Telecommunications, Hedge Funds, Equity Research, Equities, Valuation, Financial Modeling, Business Strategy
Education
MIT Sloan School of Management 1998 — 2000
MBA
Massachusetts Institute of Technology 1998 — 2000
MS, Electrical Engineering
Cornell University 1992 — 1996
BS, Applied Physics
Contour Asset Management July 2013 - Present
Guggenheim Partners October 2011 - June 2013
Citadel LLC May 2010 - August 2011
Sanford C. Bernstein September 2004 - April 2010
RHK June 2002 - September 2004
McKinsey & Company July 2000 - April 2002
AlliedSignal July 1996 - May 1998
Skills
Investments, Telecommunications, Hedge Funds, Equity Research, Equities, Valuation, Financial Modeling, Business Strategy
Education
MIT Sloan School of Management 1998 — 2000
MBA
Massachusetts Institute of Technology 1998 — 2000
MS, Electrical Engineering
Cornell University 1992 — 1996
BS, Applied Physics
Ryan Goodman's Guggenheim Partners Experience January 2012 - June 2014
Job Investment Management Professional
Industry Investment Management
Experience
Capital Group February 2015 - Present
CBRE Global Investors November 2014 - February 2015
Guggenheim Partners January 2012 - June 2014
Rydex Investments March 2010 - February 2012
Skills
Microsoft Excel, Bloomberg, Finance, Advanced VBA Programming, VBA, Web Design - HTML, CSS,..., Microsoft Access, Investment Management..., Fixed Income Securities, Fixed Income, Equities, Matlab, Trading, Economics, Python Programming, Securities, Tableau
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (MBA)
UC Berkeley Extension
California State University-Sacramento
Bachelors of Science, International Business
Capital Group February 2015 - Present
CBRE Global Investors November 2014 - February 2015
Guggenheim Partners January 2012 - June 2014
Rydex Investments March 2010 - February 2012
Skills
Microsoft Excel, Bloomberg, Finance, Advanced VBA Programming, VBA, Web Design - HTML, CSS,..., Microsoft Access, Investment Management..., Fixed Income Securities, Fixed Income, Equities, Matlab, Trading, Economics, Python Programming, Securities, Tableau
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (MBA)
UC Berkeley Extension
California State University-Sacramento
Bachelors of Science, International Business
Andrew Metros's Guggenheim Partners Experience June 2012 - August 2012
Job Analyst at Cantor Commercial Real Estate (CCRE)
Industry Financial Services
Experience
Cantor Commercial Real Estate (CCRE) September 2013 - Present
Guggenheim Partners June 2012 - August 2012
Cantor Fitzgerald June 2011 - August 2011
H.D. Sheldon and Co. June 2010 - August 2010
Skills
Bloomberg Terminal, Excel, Minitab, Stata, Economics, Econometrics, Bloomberg, PowerPoint, Financial Analysis, Microsoft Office, Equities, Valuation
Education
Middlebury College 2009 — 2013
BA, Economics
Charles University in Prague 2011 — 2011
Economics
Cantor Commercial Real Estate (CCRE) September 2013 - Present
Guggenheim Partners June 2012 - August 2012
Cantor Fitzgerald June 2011 - August 2011
H.D. Sheldon and Co. June 2010 - August 2010
Skills
Bloomberg Terminal, Excel, Minitab, Stata, Economics, Econometrics, Bloomberg, PowerPoint, Financial Analysis, Microsoft Office, Equities, Valuation
Education
Middlebury College 2009 — 2013
BA, Economics
Charles University in Prague 2011 — 2011
Economics
Esther (Melendez) Leon-Wales's Guggenheim Partners Experience February 2015 - Present
Job Administration Coordinator/ Executive Assistant
Industry Investment Management
Experience
Guggenheim Partners February 2015 - Present
NYC Department of Education September 2014 - November 2014
PineBridge Investments (formerly AIG Investments) November 2003 - December 2013
AIG January 2002 - November 2003
United States Army Reserve June 1996 - November 2003
Tandler Textile February 2000 - January 2002
Scientific Fire Prevention June 1999 - February 2000
Skills
Bloomberg, CRM, Fund Of Funds, Hedge Funds, Management, Marketing, Investments, Alternative Investments, Portfolio Management, Financial Modeling
Education
Bernard Baruch College
Bachelor of Business Administration (B.B.A.), Economics
CUNY New York City College of Technology
Associate of Arts and Sciences (A.A.S.), Accounting
JHS 126
Guggenheim Partners February 2015 - Present
NYC Department of Education September 2014 - November 2014
PineBridge Investments (formerly AIG Investments) November 2003 - December 2013
AIG January 2002 - November 2003
United States Army Reserve June 1996 - November 2003
Tandler Textile February 2000 - January 2002
Scientific Fire Prevention June 1999 - February 2000
Skills
Bloomberg, CRM, Fund Of Funds, Hedge Funds, Management, Marketing, Investments, Alternative Investments, Portfolio Management, Financial Modeling
Education
Bernard Baruch College
Bachelor of Business Administration (B.B.A.), Economics
CUNY New York City College of Technology
Associate of Arts and Sciences (A.A.S.), Accounting
JHS 126
Cameron Crosby's Guggenheim Partners Experience June 2015 - Present
Job Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners June 2015 - Present
Wells Fargo September 2013 - April 2015
Wells Fargo Bank April 2011 - September 2013
Wells Fargo Advisors May 2009 - April 2011
Wachovia Securities March 2006 - May 2009
Skills
Series 7, Fixed Income, Equities, Bloomberg, Bonds, Capital Markets, Derivatives, Swaps, FX Options, CDS, Structured Products, Credit, Securities, Trading, Options, FX Swaps, FX Trading
Education
College of Charleston 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Guggenheim Partners June 2015 - Present
Wells Fargo September 2013 - April 2015
Wells Fargo Bank April 2011 - September 2013
Wells Fargo Advisors May 2009 - April 2011
Wachovia Securities March 2006 - May 2009
Skills
Series 7, Fixed Income, Equities, Bloomberg, Bonds, Capital Markets, Derivatives, Swaps, FX Options, CDS, Structured Products, Credit, Securities, Trading, Options, FX Swaps, FX Trading
Education
College of Charleston 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Gregory Underhill's Guggenheim Partners Experience January 2014 - Present
Job
Industry Financial Services
Experience
Guggenheim Partners January 2014 - Present
Calvert Investments January 2012 - January 2014
Calvert Investments September 2008 - January 2012
Barnes & Noble September 2007 - September 2008
Starbucks September 2003 - August 2007
Skills
Series 7, Series 6, Series 63, Mutual Funds, Financial Services, Securities, Competitive Analysis, Modern Portfolio Theory, Risk Analytics, Business Continuity..., Disaster Recovery, Computer Security, Security, Customer Service..., Training, Public Speaking, Sustainable Investing, Values Based Investment..., Eagle Scout, Customer Service, Asset Management, Sales, Equities, Investments, Management, Project Management, Portfolio Management
Education
University of Maryland University College 2009 — 2015
Dual Master's degree, MBA & M.S. in CyberSecurity Policy, 3.67 / 4.0
University of Maryland University College 2004 — 2006
Bachelor's degree, Business Administration and Management, General
Montgomery College 2002 — 2004
Associate's degree
Clark University 2001 — 2002
General Studies
Guggenheim Partners January 2014 - Present
Calvert Investments January 2012 - January 2014
Calvert Investments September 2008 - January 2012
Barnes & Noble September 2007 - September 2008
Starbucks September 2003 - August 2007
Skills
Series 7, Series 6, Series 63, Mutual Funds, Financial Services, Securities, Competitive Analysis, Modern Portfolio Theory, Risk Analytics, Business Continuity..., Disaster Recovery, Computer Security, Security, Customer Service..., Training, Public Speaking, Sustainable Investing, Values Based Investment..., Eagle Scout, Customer Service, Asset Management, Sales, Equities, Investments, Management, Project Management, Portfolio Management
Education
University of Maryland University College 2009 — 2015
Dual Master's degree, MBA & M.S. in CyberSecurity Policy, 3.67 / 4.0
University of Maryland University College 2004 — 2006
Bachelor's degree, Business Administration and Management, General
Montgomery College 2002 — 2004
Associate's degree
Clark University 2001 — 2002
General Studies
Justin Siegel's Guggenheim Partners Experience June 2014 - August 2014
Job Director of Finance at Worthy Jerky
Industry Financial Services
Experience
Worthy Jerky September 2013 - Present
Barclays June 2015 - August 2015
Guggenheim Partners June 2014 - August 2014
Cornell University August 2013 - December 2013
Harris + Hoole May 2013 - July 2013
Education
Cornell University 2012 — 2016
Bachelor's Degree, Applied Economics and Finance
The Dalton School 2008 — 2012
High School
Worthy Jerky September 2013 - Present
Barclays June 2015 - August 2015
Guggenheim Partners June 2014 - August 2014
Cornell University August 2013 - December 2013
Harris + Hoole May 2013 - July 2013
Education
Cornell University 2012 — 2016
Bachelor's Degree, Applied Economics and Finance
The Dalton School 2008 — 2012
High School
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.