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
Mallory Helbling, MA Mallory Helbling, MA's Guggenheim Partners Experience January 2008 - May 2008
Job Communication Professional with a Passion for Nonprofits
Industry Public Relations and Communications
Experience
Bloomfield Garfield Corporation September 2014 - September 2015
Duquesne University August 2012 - May 2014
VisitPittsburgh March 2013 - April 2014
Uptown Partners of Pittsburgh February 2010 - August 2010
The Leukemia and Lymphoma Society January 2009 - May 2010
The Leukemia and Lymphoma Society August 2008 - December 2008
Guggenheim Partners January 2008 - May 2008
Skills
Event Planning, Fundraising, Public Speaking, Social Media, Public Relations, Event Management, Community Outreach, Press Releases, Facebook, Media Relations, Marketing Communications, Corporate Communications, Newsletters, Editing, Marketing, Social Media Marketing
Education
Duquesne University 2012 — 2013
Masters, Communication
Duquesne University 2006 — 2010
Bachelor of the Arts, Communications, Political Science, Sociology
Shaler Area High School 2002 — 2006
Bloomfield Garfield Corporation September 2014 - September 2015
Duquesne University August 2012 - May 2014
VisitPittsburgh March 2013 - April 2014
Uptown Partners of Pittsburgh February 2010 - August 2010
The Leukemia and Lymphoma Society January 2009 - May 2010
The Leukemia and Lymphoma Society August 2008 - December 2008
Guggenheim Partners January 2008 - May 2008
Skills
Event Planning, Fundraising, Public Speaking, Social Media, Public Relations, Event Management, Community Outreach, Press Releases, Facebook, Media Relations, Marketing Communications, Corporate Communications, Newsletters, Editing, Marketing, Social Media Marketing
Education
Duquesne University 2012 — 2013
Masters, Communication
Duquesne University 2006 — 2010
Bachelor of the Arts, Communications, Political Science, Sociology
Shaler Area High School 2002 — 2006
Michael Bizzario Michael Bizzario's Guggenheim Partners Experience 2006 - 2007
Job Director of Operations at East River Energy
Industry Oil & Energy
Experience
Alpha Pipe Inc. August 2014 - December 2014
UBS 2007 - 2013
Guggenheim Partners 2006 - 2007
Rocaton Investment Advisors 2003 - 2006
The Hartford 2002 - 2002
Arthur Andersen September 1995 - August 2001
Skills
Oil & Gas Industry, Alternative Investments, Investments, Hedge Funds, Investment Strategies, Asset Allocation, Due Diligence, Portfolio Construction, Endowment Funds, Foundations, Family Office, Multi-family Investments, Insurance Companies, Pension Funds, Endowments, Wealth Management, Fund Of Funds, Asset Management, Financial Services, Strategy, Equities, Portfolio Management, Financial Advisory, Institutional..., Fixed Income, Institutional Investors, Investment Management, Investment Advisory, Portfolio Assessment, Financial Analysis, Financial Statements, CPA, MBA, Separately Managed..., Liquid Alternatives, Private Equity, Real Estate, Direct Lending
Education
Yale University - Yale School of Management 2001 — 2003
MBA, Finance
Fairfield University 1991 — 1995
B.S., Accounting; Minor - English
Alpha Pipe Inc. August 2014 - December 2014
UBS 2007 - 2013
Guggenheim Partners 2006 - 2007
Rocaton Investment Advisors 2003 - 2006
The Hartford 2002 - 2002
Arthur Andersen September 1995 - August 2001
Skills
Oil & Gas Industry, Alternative Investments, Investments, Hedge Funds, Investment Strategies, Asset Allocation, Due Diligence, Portfolio Construction, Endowment Funds, Foundations, Family Office, Multi-family Investments, Insurance Companies, Pension Funds, Endowments, Wealth Management, Fund Of Funds, Asset Management, Financial Services, Strategy, Equities, Portfolio Management, Financial Advisory, Institutional..., Fixed Income, Institutional Investors, Investment Management, Investment Advisory, Portfolio Assessment, Financial Analysis, Financial Statements, CPA, MBA, Separately Managed..., Liquid Alternatives, Private Equity, Real Estate, Direct Lending
Education
Yale University - Yale School of Management 2001 — 2003
MBA, Finance
Fairfield University 1991 — 1995
B.S., Accounting; Minor - English
Stanford Lwin Stanford Lwin's Guggenheim Partners Experience July 2015 - Present
Job Investor Services Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
AXA Advisors June 2014 - August 2014
Keller Williams New York City June 2013 - August 2013
Skills
Microsoft Word, Time Management, Microsoft Excel, Microsoft Office, Teamwork, Research, PowerPoint, Social Media, Customer Service, Social Networking, Facebook, Real Estate, Data Analysis, Public Speaking, Photoshop, English, Leadership, Event Planning, Finance
Education
Fordham University 2011 — 2015
Guggenheim Partners July 2015 - Present
AXA Advisors June 2014 - August 2014
Keller Williams New York City June 2013 - August 2013
Skills
Microsoft Word, Time Management, Microsoft Excel, Microsoft Office, Teamwork, Research, PowerPoint, Social Media, Customer Service, Social Networking, Facebook, Real Estate, Data Analysis, Public Speaking, Photoshop, English, Leadership, Event Planning, Finance
Education
Fordham University 2011 — 2015
Adam Hitchcock Adam Hitchcock's Guggenheim Partners Experience August 2011 - Present
Job Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2011 - Present
The White House August 2010 - July 2011
The White House January 2009 - August 2010
Obama-Biden Transition November 2008 - January 2009
Obama for America May 2007 - November 2008
Richard M. Daley Campaign Committee November 2006 - March 2007
Tammy Duckworth for Congress April 2006 - November 2006
Education
DePaul University College of Law 2005 — 2008
JD
Indiana University Bloomington 2000 — 2004
BA, Political Science and Telecommunications
Guggenheim Partners August 2011 - Present
The White House August 2010 - July 2011
The White House January 2009 - August 2010
Obama-Biden Transition November 2008 - January 2009
Obama for America May 2007 - November 2008
Richard M. Daley Campaign Committee November 2006 - March 2007
Tammy Duckworth for Congress April 2006 - November 2006
Education
DePaul University College of Law 2005 — 2008
JD
Indiana University Bloomington 2000 — 2004
BA, Political Science and Telecommunications
Jacob Doubenmier Jacob Doubenmier's Guggenheim Partners Experience February 2015 - April 2015
Job IT Specialist
Industry Telecommunications
Experience
Infant Welfare Society of Chicago May 2015 - Present
Afni January 2014 - Present
Guggenheim Partners February 2015 - April 2015
Illinois State University November 2012 - December 2013
Agile Home Health Care Inc. June 2013 - August 2013
Gas Technology Institute July 2011 - August 2011
Skills
IT Hardware Support, IT Management Software, Touch Typing, Java, Python, People Skills, Communication, Remote Desktop, Network Administration, Server Administration, Hardware Support, Keyboard Skills, Help Desk Support, Networking, Windows 7, Printers, Technical Support, Windows XP
Education
Illinois State University 2010 — 2013
Bachelor of Science (B.S.), Telecommunications Management
DeVry University-California
Infant Welfare Society of Chicago May 2015 - Present
Afni January 2014 - Present
Guggenheim Partners February 2015 - April 2015
Illinois State University November 2012 - December 2013
Agile Home Health Care Inc. June 2013 - August 2013
Gas Technology Institute July 2011 - August 2011
Skills
IT Hardware Support, IT Management Software, Touch Typing, Java, Python, People Skills, Communication, Remote Desktop, Network Administration, Server Administration, Hardware Support, Keyboard Skills, Help Desk Support, Networking, Windows 7, Printers, Technical Support, Windows XP
Education
Illinois State University 2010 — 2013
Bachelor of Science (B.S.), Telecommunications Management
DeVry University-California
Shravan Sharma Shravan Sharma's Guggenheim Partners Experience June 2014 - August 2014
Job Investment Performance Analyst at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation February 2015 - Present
Blue Prairie Group August 2014 - December 2014
Guggenheim Partners June 2014 - August 2014
DePaul University International Portfolio Management March 2014 - August 2014
ReVamp Electronics January 2013 - May 2014
Skills
Microsoft Excel, B2B, Management, Leadership, Analysis, Teamwork, Financial Analysis, Time Management, Communication, Financial Accounting, Forecasting, Valuation, Bloomberg Terminal, Equity Research, PowerPoint
Education
DePaul University 2012 — 2014
Bachelor of Science (BS), Finance
Northern Trust Corporation February 2015 - Present
Blue Prairie Group August 2014 - December 2014
Guggenheim Partners June 2014 - August 2014
DePaul University International Portfolio Management March 2014 - August 2014
ReVamp Electronics January 2013 - May 2014
Skills
Microsoft Excel, B2B, Management, Leadership, Analysis, Teamwork, Financial Analysis, Time Management, Communication, Financial Accounting, Forecasting, Valuation, Bloomberg Terminal, Equity Research, PowerPoint
Education
DePaul University 2012 — 2014
Bachelor of Science (BS), Finance
Alyson Cushwa Alyson Cushwa's Guggenheim Partners Experience May 2015 - Present
Job Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2015 - Present
Private December 2013 - Present
PNC October 2012 - May 2013
Bogards Hair Salon August 2010 - August 2012
Skills
Banking, Lotus Notes, Access, Data Entry, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Time Management, Customer Service, Microsoft Office, Telephone Skills, Spreadsheets, Teamwork, Administrative..., Leadership, Filing
Education
Florida Gulf Coast University 2013 — 2016
Bachelor's Degree, Finance and Financial Management Services, Junior
Guggenheim Partners May 2015 - Present
Private December 2013 - Present
PNC October 2012 - May 2013
Bogards Hair Salon August 2010 - August 2012
Skills
Banking, Lotus Notes, Access, Data Entry, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Time Management, Customer Service, Microsoft Office, Telephone Skills, Spreadsheets, Teamwork, Administrative..., Leadership, Filing
Education
Florida Gulf Coast University 2013 — 2016
Bachelor's Degree, Finance and Financial Management Services, Junior
Samuel Lemack Samuel Lemack's Guggenheim Partners Experience February 2015 - Present
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners February 2015 - Present
Heitman April 2014 - January 2015
Northwestern Mutual May 2012 - October 2012
Hope 4 Africa @ The University of Iowa January 2011 - January 2012
Trimble Genetics International, LLC April 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Presentations, Finance, Customer Service, Time Management, Analysis, Financial Analysis, Leadership, Public Speaking, Sales, Social Media, Investments, Social Networking, Argus Modeling, Event Planning, BlackRock Aladdin, Bloomberg, Marketing, Marketing Strategy, Fundraising, Yardi Voyager
Education
DePaul University
Bachelor of Business Administration (B.B.A.), Finance, 3.20/4.0
Richmond, The American International University in London 2012 — 2012
Marketing/Finance
Guggenheim Partners February 2015 - Present
Heitman April 2014 - January 2015
Northwestern Mutual May 2012 - October 2012
Hope 4 Africa @ The University of Iowa January 2011 - January 2012
Trimble Genetics International, LLC April 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Presentations, Finance, Customer Service, Time Management, Analysis, Financial Analysis, Leadership, Public Speaking, Sales, Social Media, Investments, Social Networking, Argus Modeling, Event Planning, BlackRock Aladdin, Bloomberg, Marketing, Marketing Strategy, Fundraising, Yardi Voyager
Education
DePaul University
Bachelor of Business Administration (B.B.A.), Finance, 3.20/4.0
Richmond, The American International University in London 2012 — 2012
Marketing/Finance
Paul Lilley Paul Lilley's Guggenheim Partners Experience 2012 - 2012
Job Actor & Office Manager
Industry Performing Arts
Experience
DENTAL SUNSHiNE P.C. October 2012 - Present
Green Light Express LTD. February 2010 - March 2012
Guggenheim Partners 2012 - 2012
Illinois Army National Guard February 2001 - August 2008
Skills
Word, PowerPoint, Excel, Outlook, Public Speaking, Acting, Meisner Technique, Film, Social Media, Leadership, Microsoft Word, Photoshop, Microsoft Excel, Microsoft Office, Customer Service, Final Cut Pro, Training, Management
Education
DeVry University 2013 — 2016
Bachelor of Science
Polo Community High School 1999 — 2002
DENTAL SUNSHiNE P.C. October 2012 - Present
Green Light Express LTD. February 2010 - March 2012
Guggenheim Partners 2012 - 2012
Illinois Army National Guard February 2001 - August 2008
Skills
Word, PowerPoint, Excel, Outlook, Public Speaking, Acting, Meisner Technique, Film, Social Media, Leadership, Microsoft Word, Photoshop, Microsoft Excel, Microsoft Office, Customer Service, Final Cut Pro, Training, Management
Education
DeVry University 2013 — 2016
Bachelor of Science
Polo Community High School 1999 — 2002
Christopher Antonow Christopher Antonow's Guggenheim Partners Experience January 1999 - Present
Job Senior Managing Director and General Counsel at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 1999 - Present
Skills
Litigation, Securities Regulation, Securities, Private Equity, Alternative Investments, Corporate Governance, Hedge Funds, Due Diligence, Investments, Corporate Law, FINRA, Venture Capital, Mergers & Acquisitions, Mutual Funds, Capital Markets, Equities, Joint Ventures, Structured Finance, Mergers, Real Estate, Asset Management, Corporate Finance, Risk Management, Estate Planning, Investment Advisory, Series 7, Fixed Income, Investment Management
Education
Loyola University Chicago School of Law 1994 — 1997
JD
Kenyon College 1989 — 1993
BA, History
Francis W. Parker School 1986 — 1989
HS
Guggenheim Partners January 1999 - Present
Skills
Litigation, Securities Regulation, Securities, Private Equity, Alternative Investments, Corporate Governance, Hedge Funds, Due Diligence, Investments, Corporate Law, FINRA, Venture Capital, Mergers & Acquisitions, Mutual Funds, Capital Markets, Equities, Joint Ventures, Structured Finance, Mergers, Real Estate, Asset Management, Corporate Finance, Risk Management, Estate Planning, Investment Advisory, Series 7, Fixed Income, Investment Management
Education
Loyola University Chicago School of Law 1994 — 1997
JD
Kenyon College 1989 — 1993
BA, History
Francis W. Parker School 1986 — 1989
HS
Morgan Olenski's Guggenheim Partners Experience August 2015 - Present
Job Chief Strategy Officer at Endurata
Industry Investment Banking
Experience
Guggenheim Partners August 2015 - Present
Endurata January 2015 - Present
TechNexus February 2015 - Present
Special Olympics Illinois October 2014 - Present
Techweek September 2014 - February 2015
Fast FWD>> September 2013 - January 2015
DePaul University February 2014 - November 2014
Crisis Nursery March 2012 - September 2013
Special Olympics January 2011 - September 2013
Skills
Management, Public Speaking, Social Networking, Nonprofits, Event Management, Leadership Development, Fundraising, Team Leadership, Program Management, Strategic Planning, BlackRock Aladdin, Virtual DJ, Public Relations, Teaching, Advertising, Strategy, Volunteer Management, Python
Education
DePaul University 2013 — 2016
Finance, Computer Science
Guggenheim Partners August 2015 - Present
Endurata January 2015 - Present
TechNexus February 2015 - Present
Special Olympics Illinois October 2014 - Present
Techweek September 2014 - February 2015
Fast FWD>> September 2013 - January 2015
DePaul University February 2014 - November 2014
Crisis Nursery March 2012 - September 2013
Special Olympics January 2011 - September 2013
Skills
Management, Public Speaking, Social Networking, Nonprofits, Event Management, Leadership Development, Fundraising, Team Leadership, Program Management, Strategic Planning, BlackRock Aladdin, Virtual DJ, Public Relations, Teaching, Advertising, Strategy, Volunteer Management, Python
Education
DePaul University 2013 — 2016
Finance, Computer Science
Melissa Mabasa's Guggenheim Partners Experience October 2014 - December 2014
Job Event Marketing and Sponsorship
Industry Events Services
Experience
Bloomberg LP December 2014 - Present
Guggenheim Partners October 2014 - December 2014
Macquarie Group March 2012 - October 2014
Verisk Analytics November 2011 - March 2012
Pershing August 2011 - September 2011
JP Morgan Chase February 2011 - July 2011
Swarovski North America September 2009 - December 2010
ARAMARK December 2007 - November 2008
T-Mobile January 2006 - October 2007
Z-Tech Corporation May 2005 - December 2005
Skills
Event Planning, Corporate Events, Event Management, Meeting Planning, Time Management, Contract Negotiation, Food & Beverage, Coordinating Events, Trade Shows, Marketing Strategy, Customer Service, Marketing, Budget Reconciliation, Venue Relations, Social Media, Management, Social Media Marketing, Marketing Communications, Special Events, Conferences, Venue Selection, Cvent, Hotel Contract..., Venue Search, Project Management, Planning & Execution of...
Education
Florida State University 2000 — 2004
Bachelors of Science, International Affairs
Bloomberg LP December 2014 - Present
Guggenheim Partners October 2014 - December 2014
Macquarie Group March 2012 - October 2014
Verisk Analytics November 2011 - March 2012
Pershing August 2011 - September 2011
JP Morgan Chase February 2011 - July 2011
Swarovski North America September 2009 - December 2010
ARAMARK December 2007 - November 2008
T-Mobile January 2006 - October 2007
Z-Tech Corporation May 2005 - December 2005
Skills
Event Planning, Corporate Events, Event Management, Meeting Planning, Time Management, Contract Negotiation, Food & Beverage, Coordinating Events, Trade Shows, Marketing Strategy, Customer Service, Marketing, Budget Reconciliation, Venue Relations, Social Media, Management, Social Media Marketing, Marketing Communications, Special Events, Conferences, Venue Selection, Cvent, Hotel Contract..., Venue Search, Project Management, Planning & Execution of...
Education
Florida State University 2000 — 2004
Bachelors of Science, International Affairs
Jonathan Stocks Jonathan Stocks's Guggenheim Partners Experience July 2013 - August 2014
Job Hedge Fund Services Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation September 2014 - Present
Guggenheim Partners July 2013 - August 2014
Advanced Pain Care MD August 2012 - July 2013
Skills
Finance, Equities, Fixed Income, Omgeo Oasys, Account Reconciliation, Options, Microsoft Excel, Software Documentation, Bloomberg, Financial Reporting, Accounts Receivable, Corporate Finance, Data Entry, Securities, Access, System Testing, Outlook, Financial Analysis, QuickBooks, Axys, Bookkeeping, Medical Billing, Oracle PL/SQL..., JavaScript, Visual Basic
Education
Eastern Illinois University 2009 — 2012
Bachelor of Science in Business, Management Information Systems, Finance
Victor J. Andrew High school 2004 — 2008
High School Diploma
Northern Trust Corporation September 2014 - Present
Guggenheim Partners July 2013 - August 2014
Advanced Pain Care MD August 2012 - July 2013
Skills
Finance, Equities, Fixed Income, Omgeo Oasys, Account Reconciliation, Options, Microsoft Excel, Software Documentation, Bloomberg, Financial Reporting, Accounts Receivable, Corporate Finance, Data Entry, Securities, Access, System Testing, Outlook, Financial Analysis, QuickBooks, Axys, Bookkeeping, Medical Billing, Oracle PL/SQL..., JavaScript, Visual Basic
Education
Eastern Illinois University 2009 — 2012
Bachelor of Science in Business, Management Information Systems, Finance
Victor J. Andrew High school 2004 — 2008
High School Diploma
Natalie (Jeremic) Persichina Natalie (Jeremic) Persichina's Guggenheim Partners Experience August 2013 - September 2014
Job Executive Assistant at Cain Hoy Enterprises, LLC
Industry Retail
Experience
Cain Hoy Enterprises, LLC September 2014 - Present
Guggenheim Partners August 2013 - September 2014
Guggenheim Partners August 2012 - August 2013
Bloomingdale's July 2010 - November 2012
Moroccan Blue 2003 - 2005
Skills
Microsoft Office, Excel, Customer Service, Spanish, conversational..., Word, Customer Relations, Research, Microsoft Excel, Microsoft Word, Marketing, Human Resources, PowerPoint, Social Media, Budgets, Financial Analysis, Data Entry, Management, Outlook, Strategic Planning, Event Planning, Leadership, Training, Retail, Social Networking, Spanish, Recruiting, Team Building, Project Management, Sales, Access, Operations Management, Public Speaking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
BS, Business Management
Fashion Institute of Design & Merchandising 2003 — 2005
AA, Merchandise Marketing
Passed level 1 of the CFA Program
Cain Hoy Enterprises, LLC September 2014 - Present
Guggenheim Partners August 2013 - September 2014
Guggenheim Partners August 2012 - August 2013
Bloomingdale's July 2010 - November 2012
Moroccan Blue 2003 - 2005
Skills
Microsoft Office, Excel, Customer Service, Spanish, conversational..., Word, Customer Relations, Research, Microsoft Excel, Microsoft Word, Marketing, Human Resources, PowerPoint, Social Media, Budgets, Financial Analysis, Data Entry, Management, Outlook, Strategic Planning, Event Planning, Leadership, Training, Retail, Social Networking, Spanish, Recruiting, Team Building, Project Management, Sales, Access, Operations Management, Public Speaking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
BS, Business Management
Fashion Institute of Design & Merchandising 2003 — 2005
AA, Merchandise Marketing
Passed level 1 of the CFA Program
Kyle Geers's Guggenheim Partners Experience December 2014 - May 2015
Job Account Manager at YCharts
Industry Financial Services
Experience
YCharts May 2015 - Present
Guggenheim Partners December 2014 - May 2015
Northern Trust Hedge Fund Services (Formerly Citadel LLC) June 2011 - December 2014
MF Global October 2010 - June 2011
Crystal Capital Group September 2010 - October 2010
DePaul University Campus Recreation January 2008 - September 2010
Coquest Energy Services April 2010 - June 2010
Skills
GMI, Hedge Funds, Trading, Equities, Bonds, Options, Securities, Electronic Trading, Trading Systems, Equity Derivatives, Bloomberg, Futures, Euroclear, Confirmation, Superior Client Service, Affirmations, Event Processing, Trading Operations, Fund Administration, Settlement, Derivatives, Fixed Income, Alternative Investments, Financial Markets
Education
DePaul University 2006 — 2010
Bachelor of Science, Business Administation
Providence Catholic High School 2002 — 2006
YCharts May 2015 - Present
Guggenheim Partners December 2014 - May 2015
Northern Trust Hedge Fund Services (Formerly Citadel LLC) June 2011 - December 2014
MF Global October 2010 - June 2011
Crystal Capital Group September 2010 - October 2010
DePaul University Campus Recreation January 2008 - September 2010
Coquest Energy Services April 2010 - June 2010
Skills
GMI, Hedge Funds, Trading, Equities, Bonds, Options, Securities, Electronic Trading, Trading Systems, Equity Derivatives, Bloomberg, Futures, Euroclear, Confirmation, Superior Client Service, Affirmations, Event Processing, Trading Operations, Fund Administration, Settlement, Derivatives, Fixed Income, Alternative Investments, Financial Markets
Education
DePaul University 2006 — 2010
Bachelor of Science, Business Administation
Providence Catholic High School 2002 — 2006
Kelsey Graham Kelsey Graham's Guggenheim Partners Experience July 2014 - September 2015
Job IT Client Services Analyst at Berlin Packaging
Industry Information Technology and Services
Experience
Berlin Packaging September 2015 - Present
Guggenheim Partners July 2014 - September 2015
Illinois State Geological Survey October 2012 - May 2014
Champaign County Historical Archives October 2012 - March 2014
Urbana Free Library September 2012 - March 2014
DePaul University Department of Political Science August 2011 - August 2012
DePaul University Department of Housing Services January 2010 - August 2012
DePaul University Department of English December 2011 - May 2012
DePaul University Department of Political Science October 2010 - May 2012
DePaul University Department of English October 2011 - April 2012
Skills
Microsoft Office, Active Directory, Exchange System Manager, Office 365, Knowledge Management, Citrix, RSA SecurID, OpenText, Microsoft Excel, Research, PowerPoint, Community Outreach, Microsoft Word, Customer Service
Education
University of Illinois at Urbana-Champaign 2012 — 2014
M.S., Library and Information Studies
DePaul University 2008 — 2012
B.A, English Literature & Political Science; Information Science
Berlin Packaging September 2015 - Present
Guggenheim Partners July 2014 - September 2015
Illinois State Geological Survey October 2012 - May 2014
Champaign County Historical Archives October 2012 - March 2014
Urbana Free Library September 2012 - March 2014
DePaul University Department of Political Science August 2011 - August 2012
DePaul University Department of Housing Services January 2010 - August 2012
DePaul University Department of English December 2011 - May 2012
DePaul University Department of Political Science October 2010 - May 2012
DePaul University Department of English October 2011 - April 2012
Skills
Microsoft Office, Active Directory, Exchange System Manager, Office 365, Knowledge Management, Citrix, RSA SecurID, OpenText, Microsoft Excel, Research, PowerPoint, Community Outreach, Microsoft Word, Customer Service
Education
University of Illinois at Urbana-Champaign 2012 — 2014
M.S., Library and Information Studies
DePaul University 2008 — 2012
B.A, English Literature & Political Science; Information Science
Mona (Tousi) Eveloff Mona (Tousi) Eveloff's Guggenheim Partners Experience October 2011 - Present
Job Vice President Tax at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners October 2011 - Present
WTAS September 2006 - September 2011
Trizec Properties 2004 - 2006
Skills
Tax, Private Equity, Tax Returns, Microsoft Excel, Partnership Taxation, Hedge Funds, Income Tax, Tax Compliance, Technology, Innovation, Leadership, Problem Solving, Strategic Planning, OneSource, Accounting, Corporate Tax, Auditing, Financial Reporting, Investments, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Masters of Science in Taxation
Loyola University Chicago 2004 — 2006
Accounting, Accounting/Finance
Guggenheim Partners October 2011 - Present
WTAS September 2006 - September 2011
Trizec Properties 2004 - 2006
Skills
Tax, Private Equity, Tax Returns, Microsoft Excel, Partnership Taxation, Hedge Funds, Income Tax, Tax Compliance, Technology, Innovation, Leadership, Problem Solving, Strategic Planning, OneSource, Accounting, Corporate Tax, Auditing, Financial Reporting, Investments, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Masters of Science in Taxation
Loyola University Chicago 2004 — 2006
Accounting, Accounting/Finance
Alex Frumkin's Guggenheim Partners Experience July 2014 - Present
Job Investment Banking Analyst at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Partners July 2014 - Present
Wells Fargo May 2013 - August 2013
Resource Real Estate June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Tennis, Fiction Writing
Education
Goizueta Business School, Emory University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Strategic Management and Consulting, High Distinction
Guggenheim Partners July 2014 - Present
Wells Fargo May 2013 - August 2013
Resource Real Estate June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Tennis, Fiction Writing
Education
Goizueta Business School, Emory University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Strategic Management and Consulting, High Distinction
Sophie Corwin Sophie Corwin's Guggenheim Partners Experience October 2015 - Present
Job Institutional Marketing and Design Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2015 - Present
Duke Bite 2013 - 2015
Duke Chronicle 2013 - 2015
Intersections International June 2014 - August 2014
Arkadium June 2013 - August 2013
Tesser, Ryan & Rochman LLP June 2012 - August 2012
Resnick Reading Center January 2010 - January 2012
Fragments Literary Art Magazine, LBHS January 2007 - January 2011
Skills
Legal Research, Editing, Marketing, Social Media, Facebook, Publications, Research, Social Media Marketing, Microsoft Office, PowerPoint, HTML, Microsoft Word, Event Planning, Layout, Team Leadership, Leadership
Education
Duke University 2011 — 2015
Bachelor of Arts (BA), Public Policy Studies, Policy Journalism and Media Studies
Guggenheim Partners October 2015 - Present
Duke Bite 2013 - 2015
Duke Chronicle 2013 - 2015
Intersections International June 2014 - August 2014
Arkadium June 2013 - August 2013
Tesser, Ryan & Rochman LLP June 2012 - August 2012
Resnick Reading Center January 2010 - January 2012
Fragments Literary Art Magazine, LBHS January 2007 - January 2011
Skills
Legal Research, Editing, Marketing, Social Media, Facebook, Publications, Research, Social Media Marketing, Microsoft Office, PowerPoint, HTML, Microsoft Word, Event Planning, Layout, Team Leadership, Leadership
Education
Duke University 2011 — 2015
Bachelor of Arts (BA), Public Policy Studies, Policy Journalism and Media Studies
Yousaf Sami Yousaf Sami's Guggenheim Partners Experience 2009 - Present
Job Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 2009 - Present
Credit Suisse 2002 - 2009
Skills
Commercial Real Estate, Commercial Mortgages, CMBS
Education
Franklin & Marshall College 1998 — 2002
Bachelor's degree, Economics
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Guggenheim Partners 2009 - Present
Credit Suisse 2002 - 2009
Skills
Commercial Real Estate, Commercial Mortgages, CMBS
Education
Franklin & Marshall College 1998 — 2002
Bachelor's degree, Economics
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
William Andrew Griffin William Andrew Griffin's Guggenheim Partners Experience March 2013 - Present
Job Quantitative Risk Analyst at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners March 2013 - Present
Bally September 2012 - March 2013
Althea Technologies September 2011 - May 2012
CIRE Partners July 2011 - February 2012
Perry Ellis International August 2008 - May 2010
Nordstrom May 2008 - June 2008
Gap Inc./Banana Republic May 2007 - March 2008
American Eagle Outfitters November 2006 - May 2007
Skills
Microsoft Excel, VBA, Matlab, Financial Modeling, Eviews, R, PowerPoint, Outlook, Access, Word, Great Plains, SAP, Excel, Quickbooks, Data Analysis, SPSS, Stata, Microsoft Word, Quantitative Finance, Bloomberg, Finance, Derivatives, Economics
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Quantitative Finance
University of San Diego 2010 — 2012
B.B.A., B.B.A., Finance, Business Economics
Orange Coast College 2008 — 2010
Business Administration
Fordham University
Master of Science, Quantitative Finance
Guggenheim Partners March 2013 - Present
Bally September 2012 - March 2013
Althea Technologies September 2011 - May 2012
CIRE Partners July 2011 - February 2012
Perry Ellis International August 2008 - May 2010
Nordstrom May 2008 - June 2008
Gap Inc./Banana Republic May 2007 - March 2008
American Eagle Outfitters November 2006 - May 2007
Skills
Microsoft Excel, VBA, Matlab, Financial Modeling, Eviews, R, PowerPoint, Outlook, Access, Word, Great Plains, SAP, Excel, Quickbooks, Data Analysis, SPSS, Stata, Microsoft Word, Quantitative Finance, Bloomberg, Finance, Derivatives, Economics
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Quantitative Finance
University of San Diego 2010 — 2012
B.B.A., B.B.A., Finance, Business Economics
Orange Coast College 2008 — 2010
Business Administration
Fordham University
Master of Science, Quantitative Finance
John Rynne John Rynne's Guggenheim Partners Experience May 2007 - January 2015
Job Funds Treasury Manager, Man Group Americas
Industry Financial Services
Experience
Man Group June 2015 - Present
Guggenheim Partners May 2007 - January 2015
Amaranth Advisors LLC January 2004 - December 2006
Citigroup Global Markets January 2003 - January 2004
Citadel LLC January 1995 - May 2000
Skills
Fixed Income, Hedge Funds, Equities, Bonds, Capital Markets, Securities, Derivatives, Structured Products, Prime Brokerage, Trading, Funding, Collateral Management, Securities Lending, Credit, Swaps, Portfolio Management, Investments, Bloomberg, Finance, Structured Finance, Financial Markets, Financial Risk, Investment Banking, Trading Systems
Education
Fordham University - Graduate School of Business Administration 1987 — 1990
Master of Business Administration (M.B.A.), Finance
Fordham University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance/MIS
Man Group June 2015 - Present
Guggenheim Partners May 2007 - January 2015
Amaranth Advisors LLC January 2004 - December 2006
Citigroup Global Markets January 2003 - January 2004
Citadel LLC January 1995 - May 2000
Skills
Fixed Income, Hedge Funds, Equities, Bonds, Capital Markets, Securities, Derivatives, Structured Products, Prime Brokerage, Trading, Funding, Collateral Management, Securities Lending, Credit, Swaps, Portfolio Management, Investments, Bloomberg, Finance, Structured Finance, Financial Markets, Financial Risk, Investment Banking, Trading Systems
Education
Fordham University - Graduate School of Business Administration 1987 — 1990
Master of Business Administration (M.B.A.), Finance
Fordham University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance/MIS
Erin King Erin King's Guggenheim Partners Experience May 2014 - Present
Job Managing Director, Legal & Compliance Operations Officer, CoHead of Institutional Compliance for Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Partners May 2014 - Present
Transamerica June 2013 - April 2014
Guggenheim Partners September 2007 - June 2013
Western Asset Management August 2004 - August 2007
Citigroup Asset Management June 2002 - August 2004
FINRA October 1999 - May 2002
Skills
Securities, SEC, Investments, Investment Advisory, Series 63, Compliance, Risk Management, Portfolio Management, Investment Advisers Act, Financial Risk, Financial Advisory, Management, Anti Money Laundering, Financial Services, Asset Allocation, Investment Management
Education
New York Law School 1999 — 2001
Doctor of Law (JD), Law
Florida State University
Bachelor of Science (B.S.), Sociology
Guggenheim Partners May 2014 - Present
Transamerica June 2013 - April 2014
Guggenheim Partners September 2007 - June 2013
Western Asset Management August 2004 - August 2007
Citigroup Asset Management June 2002 - August 2004
FINRA October 1999 - May 2002
Skills
Securities, SEC, Investments, Investment Advisory, Series 63, Compliance, Risk Management, Portfolio Management, Investment Advisers Act, Financial Risk, Financial Advisory, Management, Anti Money Laundering, Financial Services, Asset Allocation, Investment Management
Education
New York Law School 1999 — 2001
Doctor of Law (JD), Law
Florida State University
Bachelor of Science (B.S.), Sociology
Javier Martin-Riva's Guggenheim Partners Experience December 2012 - February 2014
Job CFO&CIO Brasilinvest Intl. and Garnero Group Acquisition Co (GGAC Nasdaq)
Industry Investment Management
Experience
Guggenheim Partners December 2012 - February 2014
1OAK Group 2008 - April 2012
Goldman Sachs 2006 - 2008
Barclays Capital 2006 - 2008
Citi 1999 - 2006
Skills
Equities, Derivatives, Investments, Capital Markets, Wealth Management, Merges&Acquisitions, Private Banking, Securities, Investment Banking, Trading, Asset Managment, Private Equity, Wealth Management..., Fundraising, Hedge Funds, International Business, Structured Finance, Electronic Trading, Quantitative Finance, Latin America, International M&A, Real Estate Development, M&A experience
Education
Florida International University - College of Business
International School of Marketing&Business, Madrid
Bachelor in Business Administration
New York University - Leonard N. Stern School of Business
Guggenheim Partners December 2012 - February 2014
1OAK Group 2008 - April 2012
Goldman Sachs 2006 - 2008
Barclays Capital 2006 - 2008
Citi 1999 - 2006
Skills
Equities, Derivatives, Investments, Capital Markets, Wealth Management, Merges&Acquisitions, Private Banking, Securities, Investment Banking, Trading, Asset Managment, Private Equity, Wealth Management..., Fundraising, Hedge Funds, International Business, Structured Finance, Electronic Trading, Quantitative Finance, Latin America, International M&A, Real Estate Development, M&A experience
Education
Florida International University - College of Business
International School of Marketing&Business, Madrid
Bachelor in Business Administration
New York University - Leonard N. Stern School of Business
Alex Felix Alex Felix's Guggenheim Partners Experience June 2007 - August 2007
Job Private Equity | Leveraged Finance | Skiing
Industry Financial Services
Experience
American Capital June 2012 - Present
SkiGenie.com May 2010 - Present
RBS April 2009 - June 2012
Bank of America Merrill Lynch June 2008 - March 2009
Guggenheim Partners June 2007 - August 2007
Skills
Entrepreneurship, Investments, Structured Finance, Financial Analysis, Loans, Leveraged Finance, Financial Modeling, Capital Markets, Bloomberg, Valuation, Angel Investing, Business Development, Credit Analysis, Interpersonal Skill, Ski, Golf, Fly Fishing, Investment Banking, Private Equity
Education
Dartmouth College 2004 — 2008
BA, Economics and Earth Sciences
Burke Mountain Academy 1999 — 2002
Cambridge Rindge and Latin School 1998 — 1999
American Capital June 2012 - Present
SkiGenie.com May 2010 - Present
RBS April 2009 - June 2012
Bank of America Merrill Lynch June 2008 - March 2009
Guggenheim Partners June 2007 - August 2007
Skills
Entrepreneurship, Investments, Structured Finance, Financial Analysis, Loans, Leveraged Finance, Financial Modeling, Capital Markets, Bloomberg, Valuation, Angel Investing, Business Development, Credit Analysis, Interpersonal Skill, Ski, Golf, Fly Fishing, Investment Banking, Private Equity
Education
Dartmouth College 2004 — 2008
BA, Economics and Earth Sciences
Burke Mountain Academy 1999 — 2002
Cambridge Rindge and Latin School 1998 — 1999
Deirdre Burns Deirdre Burns's Guggenheim Partners Experience February 2011 - Present
Job Executive Assistant
Industry Executive Office
Experience
Guggenheim Partners February 2011 - Present
Prudential Financial July 2010 - December 2010
Rose City Jewelers March 2009 - May 2010
Nassau Lens June 2009 - August 2009
Skills
Sales, Time Management, Data Entry
Education
Drew University 2006 — 2010
Bachelors, History
Guggenheim Partners February 2011 - Present
Prudential Financial July 2010 - December 2010
Rose City Jewelers March 2009 - May 2010
Nassau Lens June 2009 - August 2009
Skills
Sales, Time Management, Data Entry
Education
Drew University 2006 — 2010
Bachelors, History
Julie Fiegel Terlip Julie Fiegel Terlip's Guggenheim Partners Experience 2009 - 2011
Job Sr. Operations Analyst at HYLA Mobile
Industry Renewables & Environment
Experience
HYLA Mobile - Extending the Life Cycle of Mobile Devices January 2013 - Present
Farmland Foods August 2012 - 2013
Purdue University 2011 - October 2012
Guggenheim Partners 2009 - 2011
Guggenheim Partners June 2008 - June 2009
Skills
Data Analysis, Financial Analysis, Statistics, Financial Modeling, Economics, Research, Quantitative Analytics, Statistical Modeling, Problem Solving
Education
Purdue University 2011 — 2012
Master of Science (M.S.), Agricultural Economics
DePaul University 2005 — 2009
Bachelor of Science (B.S.), Finance and Economics
HYLA Mobile - Extending the Life Cycle of Mobile Devices January 2013 - Present
Farmland Foods August 2012 - 2013
Purdue University 2011 - October 2012
Guggenheim Partners 2009 - 2011
Guggenheim Partners June 2008 - June 2009
Skills
Data Analysis, Financial Analysis, Statistics, Financial Modeling, Economics, Research, Quantitative Analytics, Statistical Modeling, Problem Solving
Education
Purdue University 2011 — 2012
Master of Science (M.S.), Agricultural Economics
DePaul University 2005 — 2009
Bachelor of Science (B.S.), Finance and Economics
Sam Osceola Sam Osceola's Guggenheim Partners Experience 2003 - 2010
Job Managing Director at BRI Capital Partners
Industry Financial Services
Experience
BRI Capital Partners DonorArmed Forces Motorsports2014 - 2015
Guggenheim Partners 2003 - 2010
Skills
Alternative Investments, Financial Modeling, Valuation, Debt, Hedge Funds, Financial Analysis, Due Diligence, Investments, Credit, Loans, Restructuring, Private Equity, Research, High Yield, Fixed Income, Leveraged Finance, Credit Analysis, Econometrics, Series 24, Cash Management, Financial Reporting, Pension Funds, Portfolio Management, Business Valuation, Asset Managment, Investment Banking, Bloomberg, Emerging Markets, Asset Management, Capital Markets, Private Placements, Derivatives, LBO, Corporate Finance, Mergers & Acquisitions, Equity Valuation, Financial Structuring, Equities, Corporate Development, Structured Finance, Venture Capital, Equity Research
Education
Emory University - Goizueta Business School 1999 — 2003
Business, Finance
Cambridge
Passed CFA Level 1 and 2
BRI Capital Partners DonorArmed Forces Motorsports2014 - 2015
Guggenheim Partners 2003 - 2010
Skills
Alternative Investments, Financial Modeling, Valuation, Debt, Hedge Funds, Financial Analysis, Due Diligence, Investments, Credit, Loans, Restructuring, Private Equity, Research, High Yield, Fixed Income, Leveraged Finance, Credit Analysis, Econometrics, Series 24, Cash Management, Financial Reporting, Pension Funds, Portfolio Management, Business Valuation, Asset Managment, Investment Banking, Bloomberg, Emerging Markets, Asset Management, Capital Markets, Private Placements, Derivatives, LBO, Corporate Finance, Mergers & Acquisitions, Equity Valuation, Financial Structuring, Equities, Corporate Development, Structured Finance, Venture Capital, Equity Research
Education
Emory University - Goizueta Business School 1999 — 2003
Business, Finance
Cambridge
Passed CFA Level 1 and 2
Ernie Corl Ernie Corl's Guggenheim Partners Experience March 2012 - July 2012
Job Senior Software Engineer / Architect
Industry Computer Software
Experience
Independent Consultant January 2014 - Present
Jackson Hewitt Tax Service Inc. September 2013 - December 2013
RR Donnelley July 2012 - June 2013
Guggenheim Partners March 2012 - July 2012
Comcast Cable October 2011 - February 2012
CVS/Caremark January 2010 - September 2011
RR Donnelley July 2009 - December 2009
Dean Foods Company January 2007 - May 2009
Datalogics June 2001 - February 2007
Derivatech Risk Solutions, Inc. March 2000 - May 2001
Skills
C#, .NET, Software Development, Agile Methodologies, Visual Studio, Web Services, ASP.NET, MFC, Enterprise Software, WinForms, XML, WCF, LINQ, Microsoft Enterprise..., .NET Framework, ADO.NET, WebForms, HTML + CSS, JavaScript, jQuery, jQuery UI, Twitter Bootstrap, Microsoft SQL Server, Visual C++, ATL, Activex, Telerik Rad Controls, UML, Design Patterns, Agile, NUnit, Team Foundation Server, VSS, Subversion, CVS, CruiseControl, Adobe PDF Library SDK, PDFLib SDK, Kentico CMS, Microsoft Expression Web, Adobe Photoshop
Education
DePaul University
Computer Science
DeVry University
B.S., Electronics Engineering
Independent Consultant January 2014 - Present
Jackson Hewitt Tax Service Inc. September 2013 - December 2013
RR Donnelley July 2012 - June 2013
Guggenheim Partners March 2012 - July 2012
Comcast Cable October 2011 - February 2012
CVS/Caremark January 2010 - September 2011
RR Donnelley July 2009 - December 2009
Dean Foods Company January 2007 - May 2009
Datalogics June 2001 - February 2007
Derivatech Risk Solutions, Inc. March 2000 - May 2001
Skills
C#, .NET, Software Development, Agile Methodologies, Visual Studio, Web Services, ASP.NET, MFC, Enterprise Software, WinForms, XML, WCF, LINQ, Microsoft Enterprise..., .NET Framework, ADO.NET, WebForms, HTML + CSS, JavaScript, jQuery, jQuery UI, Twitter Bootstrap, Microsoft SQL Server, Visual C++, ATL, Activex, Telerik Rad Controls, UML, Design Patterns, Agile, NUnit, Team Foundation Server, VSS, Subversion, CVS, CruiseControl, Adobe PDF Library SDK, PDFLib SDK, Kentico CMS, Microsoft Expression Web, Adobe Photoshop
Education
DePaul University
Computer Science
DeVry University
B.S., Electronics Engineering
Nina Durkin's Guggenheim Partners Experience March 2012 - November 2013
Job Director, Investment Accounting and Reporting
Industry Insurance
Experience
Security Benefit November 2013 - Present
Security Benefit November 2013 - April 2015
Guggenheim Partners March 2012 - November 2013
CNA Insurance February 1998 - March 2012
CNA Insurance September 2002 - December 2007
RLI Corp. February 1996 - February 1998
Skills
Insurance, Microsoft Office, Excel, Investments, Reinsurance, Financial Reporting, CPA, FLMI, Maximis, Account Reconciliation, Accounting, Analysis, Auditing, Corporate Finance, Financial Analysis, GAAP, Internal Audit, Internal Controls, Management, Microsoft Excel, Risk Management, Sarbanes-Oxley Act
Education
Florida State University 1989 — 1993
Bachelor of Science, Accounting, 3.1
Security Benefit November 2013 - Present
Security Benefit November 2013 - April 2015
Guggenheim Partners March 2012 - November 2013
CNA Insurance February 1998 - March 2012
CNA Insurance September 2002 - December 2007
RLI Corp. February 1996 - February 1998
Skills
Insurance, Microsoft Office, Excel, Investments, Reinsurance, Financial Reporting, CPA, FLMI, Maximis, Account Reconciliation, Accounting, Analysis, Auditing, Corporate Finance, Financial Analysis, GAAP, Internal Audit, Internal Controls, Management, Microsoft Excel, Risk Management, Sarbanes-Oxley Act
Education
Florida State University 1989 — 1993
Bachelor of Science, Accounting, 3.1
Miranda Yu, CFA's Guggenheim Partners Experience March 2008 - March 2013
Job Vice President at Franklin Monroe Administrative Services (Sister Company of Guggenheim Partners)
Industry Financial Services
Experience
Franklin Monroe Administrative Services (Sister Company of Guggenheim Partners) March 2013 - Present
Guggenheim Partners March 2008 - March 2013
Guggenheim Partners May 2004 - March 2008
ReeseMcMahon December 2001 - May 2004
Heller Financial December 1996 - February 2001
Skills
Fixed Income, Alternative Investments, Private Equity, Structured Finance, Hedge Funds, Portfolio Management, Financial Reporting, Financial Analysis, Financial Modeling, Capital Markets, Investment Management, Bloomberg, Finance, Investments, Valuation, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
University of Illinois at Chicago
Bachelor's degree
Franklin Monroe Administrative Services (Sister Company of Guggenheim Partners) March 2013 - Present
Guggenheim Partners March 2008 - March 2013
Guggenheim Partners May 2004 - March 2008
ReeseMcMahon December 2001 - May 2004
Heller Financial December 1996 - February 2001
Skills
Fixed Income, Alternative Investments, Private Equity, Structured Finance, Hedge Funds, Portfolio Management, Financial Reporting, Financial Analysis, Financial Modeling, Capital Markets, Investment Management, Bloomberg, Finance, Investments, Valuation, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
University of Illinois at Chicago
Bachelor's degree
Caroline Ledbetter McClelland Caroline Ledbetter McClelland's Guggenheim Partners Experience 2009 - Present
Job Director at Guggenheim Capital Markets
Industry Capital Markets
Experience
Guggenheim Partners 2009 - Present
Skills
Fixed Income, Series 7, Bloomberg, Securities, Bonds, Series 63
Education
Franklin & Marshall College
Guggenheim Partners 2009 - Present
Skills
Fixed Income, Series 7, Bloomberg, Securities, Bonds, Series 63
Education
Franklin & Marshall College
James Igoe James Igoe's Guggenheim Partners Experience March 2013 - Present
Job Financial/Risk Software Developer (.NET, SQL, VBA)
Industry Information Technology and Services
Experience
Guggenheim Partners March 2013 - Present
UBS via Atrium Staffing May 2009 - November 2012
Deutsche Bank via Execu-Search March 2007 - April 2009
NCR for The Bardess Group via SAPBureau July 2006 - March 2007
Deloitte Consulting March 2006 - July 2006
UBS September 2005 - March 2006
Credit Suisse First Boston May 2005 - September 2005
AIG February 2005 - May 2005
EDS @ ABN Amro July 2004 - January 2005
JPMorgan Chase December 2003 - June 2004
Skills
Microsoft SQL Server, Databases, SQL, .NET, VBA, T-SQL, C#, SDLC, Access, VB.NET, Database Design, Web Services, Oracle, XML, SSIS, Software Development, Microsoft Excel, WCF, VSTO, WinForms, ASP.NET, ETL, WPF, Design Patterns, ADO.NET, Testing, Risk Management, Operational Risk, Agile Methodologies, Object Oriented Design, Reporting & Analysis, Stored Procedures, Entity Framework, ASP.NET MVC, MVC
Education
Fordham University - Graduate School of Business Administration 2000 — 2004
MBA (Not Completed), Finance & Information Technology
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1993
BA, Psychology
Guggenheim Partners March 2013 - Present
UBS via Atrium Staffing May 2009 - November 2012
Deutsche Bank via Execu-Search March 2007 - April 2009
NCR for The Bardess Group via SAPBureau July 2006 - March 2007
Deloitte Consulting March 2006 - July 2006
UBS September 2005 - March 2006
Credit Suisse First Boston May 2005 - September 2005
AIG February 2005 - May 2005
EDS @ ABN Amro July 2004 - January 2005
JPMorgan Chase December 2003 - June 2004
Skills
Microsoft SQL Server, Databases, SQL, .NET, VBA, T-SQL, C#, SDLC, Access, VB.NET, Database Design, Web Services, Oracle, XML, SSIS, Software Development, Microsoft Excel, WCF, VSTO, WinForms, ASP.NET, ETL, WPF, Design Patterns, ADO.NET, Testing, Risk Management, Operational Risk, Agile Methodologies, Object Oriented Design, Reporting & Analysis, Stored Procedures, Entity Framework, ASP.NET MVC, MVC
Education
Fordham University - Graduate School of Business Administration 2000 — 2004
MBA (Not Completed), Finance & Information Technology
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1993
BA, Psychology
Blake Bowen Blake Bowen's Guggenheim Partners Experience September 2013 - October 2013
Job Staff Accountant at H2O+
Industry Staffing and Recruiting
Experience
H2O+ June 2014 - Present
Equity Lifestyle Property February 2014 - April 2014
Jones Lang LaSalle - Consultant December 2013 - January 2014
Guggenheim Partners September 2013 - October 2013
Solomon Edwards Group June 2012 - August 2013
Groupon August 2011 - June 2012
Groupon December 2010 - August 2011
HR Block Tax and Business Services 2011 - 2011
Groupon 2010 - 2011
Loyola University Chicago 2004 - 2008
Skills
Great Plains Software, Excel, Mac OS X, Pc Software, OS X, Recruiting, Software, Microsoft Excel, Training, Salesforce.com, Human Resources, Accounting, Leadership, Management, Forecasting, Employee Benefits, Onboarding, Analysis, Interviews, Sales, Payroll, Business Development, Teamwork, Account Management, Customer Service, Talent Acquisition, Finance, Management Consulting, Start-ups, Strategic Planning, Applicant Tracking..., College Recruiting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
MS Accountancy, Accounting
Loyola University of Chicago 2004 — 2008
Bachelors of Science, Operation Management
H2O+ June 2014 - Present
Equity Lifestyle Property February 2014 - April 2014
Jones Lang LaSalle - Consultant December 2013 - January 2014
Guggenheim Partners September 2013 - October 2013
Solomon Edwards Group June 2012 - August 2013
Groupon August 2011 - June 2012
Groupon December 2010 - August 2011
HR Block Tax and Business Services 2011 - 2011
Groupon 2010 - 2011
Loyola University Chicago 2004 - 2008
Skills
Great Plains Software, Excel, Mac OS X, Pc Software, OS X, Recruiting, Software, Microsoft Excel, Training, Salesforce.com, Human Resources, Accounting, Leadership, Management, Forecasting, Employee Benefits, Onboarding, Analysis, Interviews, Sales, Payroll, Business Development, Teamwork, Account Management, Customer Service, Talent Acquisition, Finance, Management Consulting, Start-ups, Strategic Planning, Applicant Tracking..., College Recruiting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
MS Accountancy, Accounting
Loyola University of Chicago 2004 — 2008
Bachelors of Science, Operation Management
Neno Nenov, CFA, FRM's Guggenheim Partners Experience January 2013 - Present
Job Senior Attribution Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2013 - Present
CFA Society Chicago 2015 - 2015
CFA Society Chicago 2015 - 2015
Duff & Phelps Investment Management Co. November 2011 - December 2012
AlphaMetrix Investment Advisors November 2008 - November 2011
Merrill Lynch March 2007 - June 2007
Skills
Bloomberg, Visual Basic, Derivatives, Equities, Analysis, FactSet, Microsoft Excel, Portfolio Management, Trading, Investments, Fixed Income, Finance, Risk Management, Asset Allocation, Morningstar, Financial Risk, Investment Banking, Bloomberg Terminal, Hedge Funds, Hedging, Alternative Investments, Performance Attribution, Valuation, Financial Modeling, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master's of Science, Finance
Guggenheim Partners January 2013 - Present
CFA Society Chicago 2015 - 2015
CFA Society Chicago 2015 - 2015
Duff & Phelps Investment Management Co. November 2011 - December 2012
AlphaMetrix Investment Advisors November 2008 - November 2011
Merrill Lynch March 2007 - June 2007
Skills
Bloomberg, Visual Basic, Derivatives, Equities, Analysis, FactSet, Microsoft Excel, Portfolio Management, Trading, Investments, Fixed Income, Finance, Risk Management, Asset Allocation, Morningstar, Financial Risk, Investment Banking, Bloomberg Terminal, Hedge Funds, Hedging, Alternative Investments, Performance Attribution, Valuation, Financial Modeling, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master's of Science, Finance
Bill Roule Bill Roule's Guggenheim Partners Experience August 2008 - October 2008
Job Treasurer at Chicago Booth Alumni Club
Industry Accounting
Experience
Chicago Booth Alumni Club January 1992 - Present
The Warranty Group February 2010 - July 2010
Guggenheim Partners August 2008 - October 2008
Rio Tinto Alcan March 2007 - June 2008
Rand McNally October 2005 - March 2007
Navigant Consulting December 2000 - September 2002
Deloitte & Touche July 1999 - September 2000
Inland Steel Industries, Inc. June 1981 - June 1999
Skills
Corporate Tax, Partnership Taxation, Federal Tax, FAS109, S Corporations, Federal Taxation, State Taxation, Nonprofit Law, Sales Tax, Use Tax, Tax Research, Property Tax, Corptax, OneSource, CCH, Tax Analysis, Tax Law, Tax Audits, Tax Controversy, Tax Credits, Tax, Income Tax, International Tax, Tax Compliance, Tax Accounting, Quickbooks, Financial Analysis, Mergers, Tax Preparation, Depreciation, Capitalization, Year End Close, Fixed Asset Management, Private Foundations
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1986
MST, Taxation
The University of Chicago Booth School of Business 1979 — 1981
MBA, Finance and Accounting
The University of Chicago 1975 — 1979
BA, Economics
Chicago Booth Alumni Club January 1992 - Present
The Warranty Group February 2010 - July 2010
Guggenheim Partners August 2008 - October 2008
Rio Tinto Alcan March 2007 - June 2008
Rand McNally October 2005 - March 2007
Navigant Consulting December 2000 - September 2002
Deloitte & Touche July 1999 - September 2000
Inland Steel Industries, Inc. June 1981 - June 1999
Skills
Corporate Tax, Partnership Taxation, Federal Tax, FAS109, S Corporations, Federal Taxation, State Taxation, Nonprofit Law, Sales Tax, Use Tax, Tax Research, Property Tax, Corptax, OneSource, CCH, Tax Analysis, Tax Law, Tax Audits, Tax Controversy, Tax Credits, Tax, Income Tax, International Tax, Tax Compliance, Tax Accounting, Quickbooks, Financial Analysis, Mergers, Tax Preparation, Depreciation, Capitalization, Year End Close, Fixed Asset Management, Private Foundations
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1986
MST, Taxation
The University of Chicago Booth School of Business 1979 — 1981
MBA, Finance and Accounting
The University of Chicago 1975 — 1979
BA, Economics
Elizabeth Hare Elizabeth Hare's Guggenheim Partners Experience 2010 - 2010
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Guggenheim Partners 2010 - 2010
GAM (U.K.) LIMITED (a company of Julius Baer) February 2007 - December 2009
GAM May 2006 - February 2007
Julius Baer Investment Management November 2004 - April 2006
J.P. Morgan July 2000 - December 2001
JP Morgan Investment Management July 1997 - July 2000
Skills
Alternative Investments, Asset Managment, Marketing Communications, Product Management, Strategic Planning, Brand Management, Strategy, Product Development, Market Planning, Relationship Management, Marketing, Market Research, Business Development, Advertising
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Marketing, Finance
Fordham University 1993 — 1997
BA, Economics
Merrill Lynch June 2010 - Present
Guggenheim Partners 2010 - 2010
GAM (U.K.) LIMITED (a company of Julius Baer) February 2007 - December 2009
GAM May 2006 - February 2007
Julius Baer Investment Management November 2004 - April 2006
J.P. Morgan July 2000 - December 2001
JP Morgan Investment Management July 1997 - July 2000
Skills
Alternative Investments, Asset Managment, Marketing Communications, Product Management, Strategic Planning, Brand Management, Strategy, Product Development, Market Planning, Relationship Management, Marketing, Market Research, Business Development, Advertising
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Marketing, Finance
Fordham University 1993 — 1997
BA, Economics
Daniel Abraham Daniel Abraham's Guggenheim Partners Experience 2009 - 2011
Job Managing Director at Cantor Fitzgerald
Industry Capital Markets
Experience
Cantor Fitzgerald 2011 - Present
Guggenheim Partners 2009 - 2011
Washington Mutual 2005 - 2006
Wells Fargo 2004 - 2005
Skills
Structured Products, Fixed Income, ABS, CMBS, Securitization, Structured Finance, Bonds, Capital Markets, Bloomberg, Portfolio Management, High Yield, Derivatives, MBS, Emerging Markets, Residential Mortgages, European ABS, CLO, CDO, CDS, Asset Based Lending, Intex, Mortgage-backed..., Series 7, Series 63, CSO, Trading, SME, Insurance Linked..., Trust Preferred..., Auction Rate Securities, Municipals, Non Mortgage ABS, Polypaths, XXX, Student Loans, Catastrophe Bonds, RMBS, Agency MBS, EETC, Aircraft ABS, CRE CDO, TRUPS, CBO, Hedge Funds, Credit Derivatives, Fixed Income Analysis, Credit, Swaps
Education
Fordham University - Graduate School of Business Administration 2007 — 2008
MBA, Finance & Management
Cantor Fitzgerald 2011 - Present
Guggenheim Partners 2009 - 2011
Washington Mutual 2005 - 2006
Wells Fargo 2004 - 2005
Skills
Structured Products, Fixed Income, ABS, CMBS, Securitization, Structured Finance, Bonds, Capital Markets, Bloomberg, Portfolio Management, High Yield, Derivatives, MBS, Emerging Markets, Residential Mortgages, European ABS, CLO, CDO, CDS, Asset Based Lending, Intex, Mortgage-backed..., Series 7, Series 63, CSO, Trading, SME, Insurance Linked..., Trust Preferred..., Auction Rate Securities, Municipals, Non Mortgage ABS, Polypaths, XXX, Student Loans, Catastrophe Bonds, RMBS, Agency MBS, EETC, Aircraft ABS, CRE CDO, TRUPS, CBO, Hedge Funds, Credit Derivatives, Fixed Income Analysis, Credit, Swaps
Education
Fordham University - Graduate School of Business Administration 2007 — 2008
MBA, Finance & Management
Elyssa Stine's Guggenheim Partners Experience August 2015 - Present
Job Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2015 - Present
Roche Bobois December 2014 - June 2015
Lehigh Valley Counseling December 2013 - December 2014
Han Dynasty October 2013 - July 2014
Turul Industrial Furniture & Antiques November 2012 - March 2014
Frog Commissary April 2013 - September 2013
Garces Restaurant Group, Chifa March 2013 - July 2013
Drexel University January 2012 - March 2013
Young Medical Spa June 2011 - September 2011
Viddler June 2009 - August 2009
Skills
Blogging, Event Planning, Microsoft Office, Facebook, Social Media Marketing, Marketing, ServSafe, Microsoft Word, Research, Photography, Customer Service, Marketing Communications, Microsoft Publisher, Caterease, OpenTable, PowerPoint, Photoshop, Time Management, Event Management, Social Media, Public Speaking, Phone Etiquette, Secretarial Skills, Data Entry, Microsoft PowerPoint, Travel Arrangements, Travel Management, Executive Calendar..., Expense Reports, Expense Budget..., Workday, Corporate Events, Catering Sales, Restaurant Management, Hostesses, Sales, Retail Sales, Sales Operations, Creative Writing, Resume Writing, Wine Pairing, Wine Tasting, Project Management, Interior Design
Education
Drexel University 2010 — 2014
Bachelor of Science (BS), Hospitality Administration/Management
Foundation for International Education 2012 — 2012
Studied British and French Culture
Eagle Hill School 2006 — 2010
High School Diploma, .
Guggenheim Partners August 2015 - Present
Roche Bobois December 2014 - June 2015
Lehigh Valley Counseling December 2013 - December 2014
Han Dynasty October 2013 - July 2014
Turul Industrial Furniture & Antiques November 2012 - March 2014
Frog Commissary April 2013 - September 2013
Garces Restaurant Group, Chifa March 2013 - July 2013
Drexel University January 2012 - March 2013
Young Medical Spa June 2011 - September 2011
Viddler June 2009 - August 2009
Skills
Blogging, Event Planning, Microsoft Office, Facebook, Social Media Marketing, Marketing, ServSafe, Microsoft Word, Research, Photography, Customer Service, Marketing Communications, Microsoft Publisher, Caterease, OpenTable, PowerPoint, Photoshop, Time Management, Event Management, Social Media, Public Speaking, Phone Etiquette, Secretarial Skills, Data Entry, Microsoft PowerPoint, Travel Arrangements, Travel Management, Executive Calendar..., Expense Reports, Expense Budget..., Workday, Corporate Events, Catering Sales, Restaurant Management, Hostesses, Sales, Retail Sales, Sales Operations, Creative Writing, Resume Writing, Wine Pairing, Wine Tasting, Project Management, Interior Design
Education
Drexel University 2010 — 2014
Bachelor of Science (BS), Hospitality Administration/Management
Foundation for International Education 2012 — 2012
Studied British and French Culture
Eagle Hill School 2006 — 2010
High School Diploma, .
Dan Grafstein's Guggenheim Partners Experience June 2014 - August 2014
Job Global Management Trainee at AnheuserBusch InBev
Industry
Experience
Anheuser-Busch InBev July 2015 - Present
Venture For America February 2014 - January 2015
Guggenheim Partners June 2014 - August 2014
Metamorphic Ventures January 2014 - January 2014
U.S. House of Representatives July 2012 - August 2012
Skills
Psychology, Marketing Strategy, Entrepreneurship, Strategic Planning, Leadership, Sports, Microsoft Excel, Nonprofits, PowerPoint, Research, Finance, Brand Strategy, East Asian Studies, Jewish Education
Education
Harvard University 2011 — 2015
Bachelor’s Degree, Psychology, Secondary, Economics, Cum Laude, Highest Honors in Psychology
Doshisha University 2013 — 2013
Stanford University 2010 — 2010
Anheuser-Busch InBev July 2015 - Present
Venture For America February 2014 - January 2015
Guggenheim Partners June 2014 - August 2014
Metamorphic Ventures January 2014 - January 2014
U.S. House of Representatives July 2012 - August 2012
Skills
Psychology, Marketing Strategy, Entrepreneurship, Strategic Planning, Leadership, Sports, Microsoft Excel, Nonprofits, PowerPoint, Research, Finance, Brand Strategy, East Asian Studies, Jewish Education
Education
Harvard University 2011 — 2015
Bachelor’s Degree, Psychology, Secondary, Economics, Cum Laude, Highest Honors in Psychology
Doshisha University 2013 — 2013
Stanford University 2010 — 2010
Jack Chapman's Guggenheim Partners Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - August 2015
Compass Group August 2014 - December 2014
Morgan Stanley May 2014 - August 2014
Professional Lifeguarding and Safety Services May 2013 - August 2013
Emory University January 2013 - May 2013
Education
Emory University - Goizueta Business School 2012 — 2016
BBA, Concentration in Finance
San Juan Hills High School 2008 — 2012
Valedictorian
Guggenheim Partners June 2015 - August 2015
Compass Group August 2014 - December 2014
Morgan Stanley May 2014 - August 2014
Professional Lifeguarding and Safety Services May 2013 - August 2013
Emory University January 2013 - May 2013
Education
Emory University - Goizueta Business School 2012 — 2016
BBA, Concentration in Finance
San Juan Hills High School 2008 — 2012
Valedictorian
Eric Born's Guggenheim Partners Experience January 2007 - August 2013
Job Senior Director, Enterprise Performance Management at Linium
Industry Information Technology and Services
Experience
Linium August 2013 - Present
Guggenheim Partners January 2007 - August 2013
PSD Solutions July 2004 - January 2007
Skills
Accounting, Hyperion HFM, Hyperion EPM, Accounts Payable, General Ledger, Finance, Management, Payroll, Tax, Hyperion Enterprise, Consolidation, Financial Reporting, SEC filings, US GAAP, Sarbanes-Oxley Act, Variance Analysis
Education
DePaul University 1993 — 1997
Bachelor of Business Administration (BBA), Accounting and Economics
Linium August 2013 - Present
Guggenheim Partners January 2007 - August 2013
PSD Solutions July 2004 - January 2007
Skills
Accounting, Hyperion HFM, Hyperion EPM, Accounts Payable, General Ledger, Finance, Management, Payroll, Tax, Hyperion Enterprise, Consolidation, Financial Reporting, SEC filings, US GAAP, Sarbanes-Oxley Act, Variance Analysis
Education
DePaul University 1993 — 1997
Bachelor of Business Administration (BBA), Accounting and Economics
Griffin Kinzie's Guggenheim Partners Experience March 2014 - Present
Job Regional Sales Associate at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Partners March 2014 - Present
J.P. Morgan July 2012 - March 2014
Merrill Lynch January 2012 - April 2012
Wells Street Companies June 2011 - August 2011
Skills
Microsoft Office, Bloomberg Terminal, Series 6, Series 63, Sales
Education
Denison University 2008 — 2012
History, Spanish
Guggenheim Partners March 2014 - Present
J.P. Morgan July 2012 - March 2014
Merrill Lynch January 2012 - April 2012
Wells Street Companies June 2011 - August 2011
Skills
Microsoft Office, Bloomberg Terminal, Series 6, Series 63, Sales
Education
Denison University 2008 — 2012
History, Spanish
Jenny Davis Jenny Davis's Guggenheim Partners Experience October 2012 - April 2013
Job Director, Head of Trade Support at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management April 2013 - Present
Guggenheim Partners October 2012 - April 2013
Neuberger Berman April 2011 - November 2012
Neuberger Berman March 2007 - April 2011
Lehman Brothers March 2005 - March 2007
Spectrum Global Fund Administration December 2004 - March 2005
Vining Sparks, IBG August 2002 - December 2004
AMERICAN STROKE ASSOCIATION August 2003 - October 2004
Skills
Fixed Income, Bloomberg, Securities, Valuation, Accounting, Investment Management, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Spreadsheets, Recruiting, Software Documentation, Customer Service, Fundraising, Funding, Internet Explorer, Troubleshooting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Masters of Business Administration, Finance / Sustainable Management
Louisiana State University 1998 — 2002
Bachelors of Science, Finance
UBS Global Asset Management April 2013 - Present
Guggenheim Partners October 2012 - April 2013
Neuberger Berman April 2011 - November 2012
Neuberger Berman March 2007 - April 2011
Lehman Brothers March 2005 - March 2007
Spectrum Global Fund Administration December 2004 - March 2005
Vining Sparks, IBG August 2002 - December 2004
AMERICAN STROKE ASSOCIATION August 2003 - October 2004
Skills
Fixed Income, Bloomberg, Securities, Valuation, Accounting, Investment Management, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Spreadsheets, Recruiting, Software Documentation, Customer Service, Fundraising, Funding, Internet Explorer, Troubleshooting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Masters of Business Administration, Finance / Sustainable Management
Louisiana State University 1998 — 2002
Bachelors of Science, Finance
Cynthia Madrigal Cynthia Madrigal's Guggenheim Partners Experience August 2011 - Present
Job Portfolio Management Assistant at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2011 - Present
Neuberger Berman September 2009 - July 2011
Deerfield Capital Management September 2007 - November 2008
Sentinel Management Group, Inc. July 2004 - August 2007
Skills
Bloomberg, Portfolio Management, Fixed Income, Securities, Equities, Mutual Funds, Hedge Funds, Alternative Investments, Trading, Investments, Derivatives, Asset Management, Investment Management, Valuation, ETFs, Bloomberg Terminal, Financial Modeling, Fund Accounting, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Equity Research, BlackRock Aladdin, Workbench
Education
Elmhurst College 2000 — 2004
Bachelor's degree, Fianance & French
Guggenheim Partners August 2011 - Present
Neuberger Berman September 2009 - July 2011
Deerfield Capital Management September 2007 - November 2008
Sentinel Management Group, Inc. July 2004 - August 2007
Skills
Bloomberg, Portfolio Management, Fixed Income, Securities, Equities, Mutual Funds, Hedge Funds, Alternative Investments, Trading, Investments, Derivatives, Asset Management, Investment Management, Valuation, ETFs, Bloomberg Terminal, Financial Modeling, Fund Accounting, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Equity Research, BlackRock Aladdin, Workbench
Education
Elmhurst College 2000 — 2004
Bachelor's degree, Fianance & French
Katherine Wearne Katherine Wearne's Guggenheim Partners Experience October 2014 - Present
Job Supervisory Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners October 2014 - Present
Natixis Securities Americas October 2012 - October 2014
Natixis Securities Americas March 2011 - October 2012
Natixis Bleichroeder January 2004 - March 2011
The Japan Foundation September 2001 - January 2004
Japan Exchange and Teaching Program(me) (JET) July 1997 - July 1999
Skills
Series 7, Series 16, Series 63, Series 86, Series 87, Equities, FINRA, Equity Research, Bloomberg, Hedge Funds, Investment Banking, Valuation, Fixed Income, Japanese
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
MBA, Finance
University of Wisconsin-Madison
BS, International Relations
Guggenheim Partners October 2014 - Present
Natixis Securities Americas October 2012 - October 2014
Natixis Securities Americas March 2011 - October 2012
Natixis Bleichroeder January 2004 - March 2011
The Japan Foundation September 2001 - January 2004
Japan Exchange and Teaching Program(me) (JET) July 1997 - July 1999
Skills
Series 7, Series 16, Series 63, Series 86, Series 87, Equities, FINRA, Equity Research, Bloomberg, Hedge Funds, Investment Banking, Valuation, Fixed Income, Japanese
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
MBA, Finance
University of Wisconsin-Madison
BS, International Relations
Ashley Moffatt Ashley Moffatt's Guggenheim Partners Experience December 2013 - Present
Job HR Assistant at Guggenheim Partners
Industry Individual & Family Services
Experience
Guggenheim Partners December 2013 - Present
Florence Heller Jewish Community Center November 2011 - Present
Deer Path Middle School August 2010 - June 2011
Independent Nanny February 2009 - July 2009
Catholic Charities Archdiocese of Joliet May 2008 - August 2008
River Valley Special Recreation Association 2007 - 2008
Skills
Early Childhood..., Child Development, Teaching, Program Development, Experience Working with..., Case Management, Adolescents, Case Managment, Childcare, Parent Education, Public Speaking, Social Services, Crisis Intervention
Education
Erikson Institute 2009 — 2011
Master's of Science in Child Development, Child Development
Loyola University Chicago 2009 — 2011
M.S.W, Social Work
Olivet Nazarene University 2007 — 2009
Bachelors of Science in Psychology, Psychology and Social Work
Guggenheim Partners December 2013 - Present
Florence Heller Jewish Community Center November 2011 - Present
Deer Path Middle School August 2010 - June 2011
Independent Nanny February 2009 - July 2009
Catholic Charities Archdiocese of Joliet May 2008 - August 2008
River Valley Special Recreation Association 2007 - 2008
Skills
Early Childhood..., Child Development, Teaching, Program Development, Experience Working with..., Case Management, Adolescents, Case Managment, Childcare, Parent Education, Public Speaking, Social Services, Crisis Intervention
Education
Erikson Institute 2009 — 2011
Master's of Science in Child Development, Child Development
Loyola University Chicago 2009 — 2011
M.S.W, Social Work
Olivet Nazarene University 2007 — 2009
Bachelors of Science in Psychology, Psychology and Social Work
Phil Stephenson Phil Stephenson's Guggenheim Partners Experience April 2015 - Present
Job Investment Management/Operations
Industry Investment Management
Experience
Guggenheim Partners April 2015 - Present
Guggenheim Partners September 2011 - Present
Deloitte September 2009 - September 2011
Deloitte May 2006 - August 2009
KPMG August 2004 - May 2006
US Navy April 1999 - September 2003
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2004
MSA, Accounting
The University of Chicago 1994 — 1998
BA, Economics
Guggenheim Partners April 2015 - Present
Guggenheim Partners September 2011 - Present
Deloitte September 2009 - September 2011
Deloitte May 2006 - August 2009
KPMG August 2004 - May 2006
US Navy April 1999 - September 2003
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2004
MSA, Accounting
The University of Chicago 1994 — 1998
BA, Economics
David Blais's Guggenheim Partners Experience August 2014 - Present
Job Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners August 2014 - Present
Skills
Spanish, English, Investment Banking, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Corporate Development, M&A experience, Equities, Corporate Finance, Private Equity, Mergers & Acquisitions, Securities, Emerging Markets
Education
New York University - Leonard N. Stern School of Business
MBA, Specialization in Finance and Strategy
Florida State University
MSP, Urban and Regional Planning
Florida State University
BA, International Affairs
St. Thomas HS
Guggenheim Partners August 2014 - Present
Skills
Spanish, English, Investment Banking, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Corporate Development, M&A experience, Equities, Corporate Finance, Private Equity, Mergers & Acquisitions, Securities, Emerging Markets
Education
New York University - Leonard N. Stern School of Business
MBA, Specialization in Finance and Strategy
Florida State University
MSP, Urban and Regional Planning
Florida State University
BA, International Affairs
St. Thomas HS
Jason Costa Jason Costa's Guggenheim Partners Experience October 2010 - August 2011
Job Manager, The Americas Asset Management & Analysis at Marriott International
Industry Hospitality
Experience
Marriott International July 2013 - Present
Marriott International February 2012 - July 2013
XLHealth August 2011 - February 2012
Guggenheim Partners October 2010 - August 2011
A.B. Freeman School of Business July 2009 - June 2011
BNP Paribas June 2010 - August 2010
PricewaterhouseCoopers April 2007 - April 2009
Declaration Management & Research August 2004 - March 2007
Skills
Investments, Banking, Due Diligence, Fixed Income, Funding, Financial Modeling, Excel, Financial Analysis, Budgeting, PowerPoint, Bloomberg, Microsoft Excel, Budgets, Portfolio Management, Risk Management, Finance, Analysis, Investment Banking, Credit, Strategy, Asset Management, Management, Valuation, Strategic Planning, Business Analysis
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Finance
Dartmouth College 2000 — 2004
BA, Economics modified with Computer Science
Marriott International July 2013 - Present
Marriott International February 2012 - July 2013
XLHealth August 2011 - February 2012
Guggenheim Partners October 2010 - August 2011
A.B. Freeman School of Business July 2009 - June 2011
BNP Paribas June 2010 - August 2010
PricewaterhouseCoopers April 2007 - April 2009
Declaration Management & Research August 2004 - March 2007
Skills
Investments, Banking, Due Diligence, Fixed Income, Funding, Financial Modeling, Excel, Financial Analysis, Budgeting, PowerPoint, Bloomberg, Microsoft Excel, Budgets, Portfolio Management, Risk Management, Finance, Analysis, Investment Banking, Credit, Strategy, Asset Management, Management, Valuation, Strategic Planning, Business Analysis
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Finance
Dartmouth College 2000 — 2004
BA, Economics modified with Computer Science
Justin Tixi Justin Tixi's Guggenheim Partners Experience April 2014 - August 2014
Job Media, Broadcasting, and Marketing Consultant
Industry Marketing and Advertising
Experience
Vans September 2014 - Present
Vans September 2014 - Present
WDSU Radio "The Hive" August 2009 - October 2014
Guggenheim Partners April 2014 - August 2014
Island Def Jam Music Group January 2011 - May 2013
WDSU Radio "The Hive" January 2010 - May 2012
Emmis Communications May 2011 - August 2011
WDSU Radio "The Hive" April 2010 - April 2011
Like Us Entertainment May 2009 - January 2011
Anonymuz Soul LLC February 2010 - August 2010
Skills
Radio, Entertainment, Promotions, Marketing, Journalism, Online Marketing, Online Advertising, Online Journalism, Blogging, Music Industry, Music, Social Media, Film, Social Networking, Video Production, Social Media Marketing, Video, Public Relations, Video Editing, Event Planning, Digital Media, Event Management, Television, Editing, Audio Engineering, New Media, Record Labels, Sound, Pro Tools, Concerts, Writing, Facebook
Education
Delaware State University 2008 — 2012
Bachelors, Mass Communications
Vans September 2014 - Present
Vans September 2014 - Present
WDSU Radio "The Hive" August 2009 - October 2014
Guggenheim Partners April 2014 - August 2014
Island Def Jam Music Group January 2011 - May 2013
WDSU Radio "The Hive" January 2010 - May 2012
Emmis Communications May 2011 - August 2011
WDSU Radio "The Hive" April 2010 - April 2011
Like Us Entertainment May 2009 - January 2011
Anonymuz Soul LLC February 2010 - August 2010
Skills
Radio, Entertainment, Promotions, Marketing, Journalism, Online Marketing, Online Advertising, Online Journalism, Blogging, Music Industry, Music, Social Media, Film, Social Networking, Video Production, Social Media Marketing, Video, Public Relations, Video Editing, Event Planning, Digital Media, Event Management, Television, Editing, Audio Engineering, New Media, Record Labels, Sound, Pro Tools, Concerts, Writing, Facebook
Education
Delaware State University 2008 — 2012
Bachelors, Mass Communications
Michelle Bolton Michelle Bolton's Guggenheim Partners Experience February 2004 - Present
Job CPA at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners February 2004 - Present
Skills
Managerial Finance, Alternative Investments, Auditing, CPA, Financial Analysis, Financial Accounting, Financial Audits, Financial Reporting, Investment Management..., Design & Implementation..., Investment Management..., Due Diligence, Private Equity, Cash Management, US GAAP, Accounting, Investments, Corporate Finance, Investment Management, Internal Controls
Education
DePaul University 1994 — 1999
BS
Guggenheim Partners February 2004 - Present
Skills
Managerial Finance, Alternative Investments, Auditing, CPA, Financial Analysis, Financial Accounting, Financial Audits, Financial Reporting, Investment Management..., Design & Implementation..., Investment Management..., Due Diligence, Private Equity, Cash Management, US GAAP, Accounting, Investments, Corporate Finance, Investment Management, Internal Controls
Education
DePaul University 1994 — 1999
BS
Gordon Miller, CFS® Gordon Miller, CFS®'s Guggenheim Partners Experience 2011 - March 2014
Job VP, National Advisory Consultant, RIA Channel
Industry Financial Services
Experience
Cole Capital March 2014 - Present
Guggenheim Partners 2011 - March 2014
Vanguard 2008 - 2011
Columbia Management 2003 - 2008
MFS Investment Management 2001 - 2003
Skills
ETFs, Mutual Funds, Annuities, 529 Plans, Indexing, Investments, Series 7, Series 63, Alternative Investments, Investment Strategies, Consultative Selling, Asset Allocation, Separately Managed...
Education
Dickinson College 1997 — 2001
Bachelor of Arts (B.A.)
Morristown-Beard 1993 — 1997
Cole Capital March 2014 - Present
Guggenheim Partners 2011 - March 2014
Vanguard 2008 - 2011
Columbia Management 2003 - 2008
MFS Investment Management 2001 - 2003
Skills
ETFs, Mutual Funds, Annuities, 529 Plans, Indexing, Investments, Series 7, Series 63, Alternative Investments, Investment Strategies, Consultative Selling, Asset Allocation, Separately Managed...
Education
Dickinson College 1997 — 2001
Bachelor of Arts (B.A.)
Morristown-Beard 1993 — 1997
Paige Plumlee Paige Plumlee's Guggenheim Partners Experience September 2015 - Present
Job Policy and Procedure Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2015 - Present
J.P. Morgan June 2015 - September 2015
Guggenheim Partners June 2014 - June 2015
US Army March 2008 - March 2013
Proto's Pizzeria Napoletana July 2005 - February 2008
Skills
Military, Personal Security, Microsoft Excel, Employee Training, Marksmanship, First Aid, Risk Management, Oral & Written..., Team Leadership, Report Writing, Crew Scheduling, Record Maintenance, Critical Incident..., Investigation, Protective Services, Hands-on Training, Mentoring, Anti Money Laundering, MS Excel Pivot Tables, Vlookup, Lotus Notes, Analytical Skills, Risk Analysis, Operational Risk, Information Security, Active DoD Secret..., PowerPoint, Internal Audit, Policy Writing, Procedure Development, Financial Accounting, Financial Analysis, Financial Statement...
Education
Fordham University 2012 — 2015
Bachelor of Science (BS), Accounting and Finance, 3.68
Guggenheim Partners September 2015 - Present
J.P. Morgan June 2015 - September 2015
Guggenheim Partners June 2014 - June 2015
US Army March 2008 - March 2013
Proto's Pizzeria Napoletana July 2005 - February 2008
Skills
Military, Personal Security, Microsoft Excel, Employee Training, Marksmanship, First Aid, Risk Management, Oral & Written..., Team Leadership, Report Writing, Crew Scheduling, Record Maintenance, Critical Incident..., Investigation, Protective Services, Hands-on Training, Mentoring, Anti Money Laundering, MS Excel Pivot Tables, Vlookup, Lotus Notes, Analytical Skills, Risk Analysis, Operational Risk, Information Security, Active DoD Secret..., PowerPoint, Internal Audit, Policy Writing, Procedure Development, Financial Accounting, Financial Analysis, Financial Statement...
Education
Fordham University 2012 — 2015
Bachelor of Science (BS), Accounting and Finance, 3.68
Jake Noone's Guggenheim Partners Experience May 2015 - August 2015
Job J.D. Candidate at Villanova University School of Law
Industry Investment Management
Experience
Guggenheim Partners May 2015 - August 2015
Guggenheim Partners May 2014 - August 2014
Brown Brothers Harriman May 2012 - April 2013
Halliday Financial Group March 2012 - May 2012
The Glen Head Pharmacy June 2002 - March 2012
Skills
Microsoft Office, Microsoft Excel, Hedge Funds, Securities, Financial Modeling, PowerPoint, Research, Securities Regulation, FINRA, Investment Management, Fundraising, Networking, Alternative Investments, Finance, Due Diligence, Legal Research, V Lookups, Pivot Tables, Investment Consulting, Business Development, Compliance, AML, KYC, Client Service Oriented, Client Relations Skills, Operations, Intralink, Salesforce.com, DTCC, Management, Investment Banking
Education
Villanova University School of Law 2013 — 2016
Doctor of Law (J.D.)
Pepperdine University 2010 — 2010
Public Policy Analysis
Fordham University 2006 — 2010
B.S., Business Administration and Law
Guggenheim Partners May 2015 - August 2015
Guggenheim Partners May 2014 - August 2014
Brown Brothers Harriman May 2012 - April 2013
Halliday Financial Group March 2012 - May 2012
The Glen Head Pharmacy June 2002 - March 2012
Skills
Microsoft Office, Microsoft Excel, Hedge Funds, Securities, Financial Modeling, PowerPoint, Research, Securities Regulation, FINRA, Investment Management, Fundraising, Networking, Alternative Investments, Finance, Due Diligence, Legal Research, V Lookups, Pivot Tables, Investment Consulting, Business Development, Compliance, AML, KYC, Client Service Oriented, Client Relations Skills, Operations, Intralink, Salesforce.com, DTCC, Management, Investment Banking
Education
Villanova University School of Law 2013 — 2016
Doctor of Law (J.D.)
Pepperdine University 2010 — 2010
Public Policy Analysis
Fordham University 2006 — 2010
B.S., Business Administration and Law
Shea Kiernan Shea Kiernan's Guggenheim Partners Experience February 2014 - Present
Job Executive Assistant at Guggenheim Partners
Industry International Affairs
Experience
Guggenheim Partners February 2014 - Present
The Plaza April 2013 - February 2014
Coleman & Company November 2011 - March 2013
C-Suite Executive Assistants November 2011 - March 2013
Multicultural Marketing Resources, Inc. January 2011 - May 2011
HSBC June 2010 - August 2010
HSBC June 2009 - August 2009
HSBC June 2008 - August 2008
Skills
Executive Search, Strategy, Recruiting, Newsletters, Financial Services, Marketing Strategy, Sourcing, Social Networking, Editing, Press Releases
Education
Fairfield University 2007 — 2011
BA, International Studies
Universitat Autònoma de Barcelona 2010 — 2010
Guggenheim Partners February 2014 - Present
The Plaza April 2013 - February 2014
Coleman & Company November 2011 - March 2013
C-Suite Executive Assistants November 2011 - March 2013
Multicultural Marketing Resources, Inc. January 2011 - May 2011
HSBC June 2010 - August 2010
HSBC June 2009 - August 2009
HSBC June 2008 - August 2008
Skills
Executive Search, Strategy, Recruiting, Newsletters, Financial Services, Marketing Strategy, Sourcing, Social Networking, Editing, Press Releases
Education
Fairfield University 2007 — 2011
BA, International Studies
Universitat Autònoma de Barcelona 2010 — 2010
Brienne Coates's Guggenheim Partners Experience May 2014 - Present
Job Yoga Instructor at LifeStart Wellness Network
Industry International Affairs
Experience
CorePower Yoga May 2015 - Present
LifeStart Wellness Network April 2015 - Present
Guggenheim Partners May 2014 - Present
The World Trade Council April 2013 - April 2014
Berghoff Catering & Restaurant Group October 2010 - January 2014
Google February 2011 - October 2012
Workspring 2011 - 2012
Pulse February 2008 - August 2011
Rudy's Pub & Grill 2010 - 2011
Flo and Santos September 2010 - October 2010
Skills
Event Planning, Yoga, Health & Wellness, Yoga Instruction, Travel, Tourism, Project Management, Travel Planning, Food & Beverage, Customer Service, Sales, Restaurants, Social Media, Hospitality, Event Management, Corporate Events, Social Media Marketing, Marketing, Research, Management, Microsoft Office, Banquets, Food, Menu Development, Hospitality Management, Office Management, Office Administration, Travel Arrangements, Hiring, New Hire Orientations, New Hire Training, Mentoring, Mentoring New Hires, Social Skills, Social Entrepreneurship, International Business, Investigative Reporting, Journalism, Market Research, Qualitative Research, Online Research, Website Development, Blogging, Social Media Blogging, Leisure Travel, Brand Management
Education
Purdue University Calumet 2015 — 2019
a degree, Spanish and Forensics
DePaul University 2008 — 2010
a BA, International Studies; Peace and Conflict Resolution and a Spanish
DePaul University 2004 — 2010
BA, International Studies
Hobart High School 2000 — 2004
Academic Honors
Indiana University Purdue University
a degree, Psychology and Spanish
CorePower Yoga May 2015 - Present
LifeStart Wellness Network April 2015 - Present
Guggenheim Partners May 2014 - Present
The World Trade Council April 2013 - April 2014
Berghoff Catering & Restaurant Group October 2010 - January 2014
Google February 2011 - October 2012
Workspring 2011 - 2012
Pulse February 2008 - August 2011
Rudy's Pub & Grill 2010 - 2011
Flo and Santos September 2010 - October 2010
Skills
Event Planning, Yoga, Health & Wellness, Yoga Instruction, Travel, Tourism, Project Management, Travel Planning, Food & Beverage, Customer Service, Sales, Restaurants, Social Media, Hospitality, Event Management, Corporate Events, Social Media Marketing, Marketing, Research, Management, Microsoft Office, Banquets, Food, Menu Development, Hospitality Management, Office Management, Office Administration, Travel Arrangements, Hiring, New Hire Orientations, New Hire Training, Mentoring, Mentoring New Hires, Social Skills, Social Entrepreneurship, International Business, Investigative Reporting, Journalism, Market Research, Qualitative Research, Online Research, Website Development, Blogging, Social Media Blogging, Leisure Travel, Brand Management
Education
Purdue University Calumet 2015 — 2019
a degree, Spanish and Forensics
DePaul University 2008 — 2010
a BA, International Studies; Peace and Conflict Resolution and a Spanish
DePaul University 2004 — 2010
BA, International Studies
Hobart High School 2000 — 2004
Academic Honors
Indiana University Purdue University
a degree, Psychology and Spanish
Jenni Swan Jenni Swan's Guggenheim Partners Experience March 2014 - May 2015
Job Executive Administrator at Intercept Pharmaceuticals
Industry Pharmaceuticals
Experience
Intercept Pharmaceuticals May 2015 - Present
Guggenheim Partners March 2014 - May 2015
UBS Investment Bank September 2008 - March 2014
Kushner Companies 2008 - 2008
Seattle Repertory Theatre 2004 - 2004
Skills
Blogging, Proofreading, Creative Writing, Editing, Research, Theatre, Travel Arrangements
Education
Fairfield University 2011 — 2013
Master of Fine Arts (MFA), Creative Writing
University of Wisconsin-Madison 2001 — 2004
Bachelor of Arts (BA), Theatre; and History
Intercept Pharmaceuticals May 2015 - Present
Guggenheim Partners March 2014 - May 2015
UBS Investment Bank September 2008 - March 2014
Kushner Companies 2008 - 2008
Seattle Repertory Theatre 2004 - 2004
Skills
Blogging, Proofreading, Creative Writing, Editing, Research, Theatre, Travel Arrangements
Education
Fairfield University 2011 — 2013
Master of Fine Arts (MFA), Creative Writing
University of Wisconsin-Madison 2001 — 2004
Bachelor of Arts (BA), Theatre; and History
Jeremy Lichtman Jeremy Lichtman's Guggenheim Partners Experience September 2014 - Present
Job Investment Banking Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
KPMG Corporate Finance LLC August 2012 - July 2013
Macquarie Capital June 2011 - August 2011
Time Warner Inc. - Time Inc. June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Investment Banking, Corporate Finance, Accounting, Financial Analysis, Excel, PowerPoint, Due Diligence, Financial Modeling, Microsoft Excel, Valuation
Education
Emory University - Goizueta Business School 2008 — 2012
BBA (Honors), Finance and Accounting
La Salle High School 2006 — 2008
HS Diploma
Guggenheim Partners September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
KPMG Corporate Finance LLC August 2012 - July 2013
Macquarie Capital June 2011 - August 2011
Time Warner Inc. - Time Inc. June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Investment Banking, Corporate Finance, Accounting, Financial Analysis, Excel, PowerPoint, Due Diligence, Financial Modeling, Microsoft Excel, Valuation
Education
Emory University - Goizueta Business School 2008 — 2012
BBA (Honors), Finance and Accounting
La Salle High School 2006 — 2008
HS Diploma
Thomas Jose Thomas Jose's Guggenheim Partners Experience September 2015 - Present
Job Internal Audit at Guggenheim Partners LLC
Industry Financial Services
Experience
Guggenheim Partners September 2015 - Present
PwC September 2009 - August 2015
Skills
Mutual Funds, Financial Reporting, SEC filings, External Audit, Leadership, Management, Networking
Education
Drexel University - College of Business and Administration
Guggenheim Partners September 2015 - Present
PwC September 2009 - August 2015
Skills
Mutual Funds, Financial Reporting, SEC filings, External Audit, Leadership, Management, Networking
Education
Drexel University - College of Business and Administration
Riki Singh, CPA Riki Singh, CPA's Guggenheim Partners Experience February 2014 - Present
Job Associate at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners February 2014 - Present
McGladrey September 2012 - February 2014
KPMG US September 2010 - September 2012
Skills
Tax, Auditing, Accounting, Financial Analysis, Financial Reporting, CPA, Time Management, Financial Accounting, Income Tax, Tax Accounting, GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Science (MS), Taxation
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelors, Accounting, Finance Double Major
Guggenheim Partners February 2014 - Present
McGladrey September 2012 - February 2014
KPMG US September 2010 - September 2012
Skills
Tax, Auditing, Accounting, Financial Analysis, Financial Reporting, CPA, Time Management, Financial Accounting, Income Tax, Tax Accounting, GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Science (MS), Taxation
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelors, Accounting, Finance Double Major
Jeanne Gurtowski's Guggenheim Partners Experience January 2010 - Present
Job Recruiting / Talent Acquisition Leader at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2010 - Present
Walgreens May 2009 - December 2009
Challenger, Gray & Christmas January 2009 - March 2009
Pentair Electronic Packaging September 2007 - October 2008
W.W. Grainger February 2005 - August 2007
Hewitt Associates November 2004 - February 2005
Allstate Insurance Company April 2001 - October 2004
Comdisco March 2000 - April 2001
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Talent Management, Human Resources, Sourcing, Temporary Placement, Succession Planning, Performance Management, Training, Strategy, Interviews, Employee Relations, Screening, College Recruiting, Onboarding, Leadership, Staffing Services, Vendor Management, Internet Recruiting, Organizational..., Business Development, Project Management, HRIS, Recruitment Advertising, Hiring, Staffing & Recruiting, Taleo, Account Management, Technical Recruiting, Employer Branding, Full-cycle Recruiting, Direct Sourcing, Time Management, Networking, Employee Engagement, New Hire Orientations, Consulting, Executive Search, Workforce Planning, Contract Recruitment, Management, Process Improvement, Customer Service, Resource Management, Relationship Building
Education
Eastern Illinois University
Bachelor's Degree, Major Marketing / Minor Psychology
Guggenheim Partners January 2010 - Present
Walgreens May 2009 - December 2009
Challenger, Gray & Christmas January 2009 - March 2009
Pentair Electronic Packaging September 2007 - October 2008
W.W. Grainger February 2005 - August 2007
Hewitt Associates November 2004 - February 2005
Allstate Insurance Company April 2001 - October 2004
Comdisco March 2000 - April 2001
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Talent Management, Human Resources, Sourcing, Temporary Placement, Succession Planning, Performance Management, Training, Strategy, Interviews, Employee Relations, Screening, College Recruiting, Onboarding, Leadership, Staffing Services, Vendor Management, Internet Recruiting, Organizational..., Business Development, Project Management, HRIS, Recruitment Advertising, Hiring, Staffing & Recruiting, Taleo, Account Management, Technical Recruiting, Employer Branding, Full-cycle Recruiting, Direct Sourcing, Time Management, Networking, Employee Engagement, New Hire Orientations, Consulting, Executive Search, Workforce Planning, Contract Recruitment, Management, Process Improvement, Customer Service, Resource Management, Relationship Building
Education
Eastern Illinois University
Bachelor's Degree, Major Marketing / Minor Psychology
Robert Salzman's Guggenheim Partners Experience April 2008 - May 2012
Job President at RBSalzman Wealth Management, LLC
Industry Investment Management
Experience
RBSalzman Wealth Management, LLC February 2015 - Present
AXA Advisors August 2013 - February 2015
Guggenheim Partners April 2008 - May 2012
AAM - Insurance Investment Management 2006 - 2008
BlackRock May 2005 - July 2006
Deutsche Asset Management 1999 - 2005
AAM - Insurance Investment Management 1995 - 1999
Skills
Fixed Income, Asset Allocation, Portfolio Management, Financial Modeling, Capital Markets, Securities, Investment Advisory, Wealth Management, Risk Assessment, Life Insurance, Fixed Annuities, Variable Annuities, Long Term Care Insurance
Education
Quinlan School of Business, Loyola University Chicago 1984 — 1985
MBA, Finance
Eastern Illinois University 1980 — 1984
BS, Business
RBSalzman Wealth Management, LLC February 2015 - Present
AXA Advisors August 2013 - February 2015
Guggenheim Partners April 2008 - May 2012
AAM - Insurance Investment Management 2006 - 2008
BlackRock May 2005 - July 2006
Deutsche Asset Management 1999 - 2005
AAM - Insurance Investment Management 1995 - 1999
Skills
Fixed Income, Asset Allocation, Portfolio Management, Financial Modeling, Capital Markets, Securities, Investment Advisory, Wealth Management, Risk Assessment, Life Insurance, Fixed Annuities, Variable Annuities, Long Term Care Insurance
Education
Quinlan School of Business, Loyola University Chicago 1984 — 1985
MBA, Finance
Eastern Illinois University 1980 — 1984
BS, Business
Kashif Ahsan's Guggenheim Partners Experience March 2012 - August 2013
Job Consultant
Industry Computer Software
Experience
MTM Technologies August 2013 - Present
Guggenheim Partners March 2012 - August 2013
Clifton Gunderson LLP September 2011 - February 2012
First National Bank of Omaha February 2011 - September 2011
Skills
Citrix, Virtualization, VMware, Security, Cloud Computing, Enterprise Architecture, Microsoft Technologies, System Deployment, ITIL, Cisco Technologies, Leadership, Data Center, Infrastructure, Consulting
Education
Robert Morris University - Illinois 2009 — 2010
Master of Information Systems (MIS)
DePaul University 2006 — 2008
Bachelor of Science (BSc)
MTM Technologies August 2013 - Present
Guggenheim Partners March 2012 - August 2013
Clifton Gunderson LLP September 2011 - February 2012
First National Bank of Omaha February 2011 - September 2011
Skills
Citrix, Virtualization, VMware, Security, Cloud Computing, Enterprise Architecture, Microsoft Technologies, System Deployment, ITIL, Cisco Technologies, Leadership, Data Center, Infrastructure, Consulting
Education
Robert Morris University - Illinois 2009 — 2010
Master of Information Systems (MIS)
DePaul University 2006 — 2008
Bachelor of Science (BSc)
Jamie Hersh's Guggenheim Partners Experience December 2013 - June 2014
Job IT Professional looking for great opportunities in the Chicago area!
Industry Information Technology and Services
Experience
Byline Bank September 2015 - Present
Freelance and Consulting Work 2001 - Present
Beam Suntory January 2015 - March 2015
Brooksource September 2014 - January 2015
Robert Half Technology July 2014 - January 2015
Guggenheim Partners December 2013 - June 2014
Roycemore School August 2012 - May 2013
Leo Bachrach & Son Jewelers May 2011 - April 2012
Misericordia Home October 2010 - February 2011
Earlham College Technical Department September 2008 - May 2009
Skills
Research, Leadership, Customer Service, Microsoft Office, Microsoft Excel, Social Networking, Microsoft Word, Windows, iOS, Citrix, Ticketing Systems, Microsoft PowerPoint, iManage, Teaching, Non-profits, System Administration, Troubleshooting, Computer Repair, Mac OS, Linux, Apple Remote Desktop, Workgroup Manager, Social Media Marketing, Technical Support, Mac OS X Server, Microsoft Exchange, iPad, iPhone, iPhone Support, Facebook, WordPress, PowerPoint, HTML, CSS, Nonprofits, OS X, Windows Server, Computer Hardware, Software Installation, Networking, Databases, Mac, Team Leadership, Web Development, Photoshop, SharePoint, Hardware, Ubuntu, Blogging, InDesign
Education
Northeastern Illinois University 2009 — 2013
Bachelor's degree, Physical and Biological Anthropology
Earlham College 2006 — 2009
Anthropology
Roycemore School 2002 — 2006
Highschool Diploma
Byline Bank September 2015 - Present
Freelance and Consulting Work 2001 - Present
Beam Suntory January 2015 - March 2015
Brooksource September 2014 - January 2015
Robert Half Technology July 2014 - January 2015
Guggenheim Partners December 2013 - June 2014
Roycemore School August 2012 - May 2013
Leo Bachrach & Son Jewelers May 2011 - April 2012
Misericordia Home October 2010 - February 2011
Earlham College Technical Department September 2008 - May 2009
Skills
Research, Leadership, Customer Service, Microsoft Office, Microsoft Excel, Social Networking, Microsoft Word, Windows, iOS, Citrix, Ticketing Systems, Microsoft PowerPoint, iManage, Teaching, Non-profits, System Administration, Troubleshooting, Computer Repair, Mac OS, Linux, Apple Remote Desktop, Workgroup Manager, Social Media Marketing, Technical Support, Mac OS X Server, Microsoft Exchange, iPad, iPhone, iPhone Support, Facebook, WordPress, PowerPoint, HTML, CSS, Nonprofits, OS X, Windows Server, Computer Hardware, Software Installation, Networking, Databases, Mac, Team Leadership, Web Development, Photoshop, SharePoint, Hardware, Ubuntu, Blogging, InDesign
Education
Northeastern Illinois University 2009 — 2013
Bachelor's degree, Physical and Biological Anthropology
Earlham College 2006 — 2009
Anthropology
Roycemore School 2002 — 2006
Highschool Diploma
Edith Leno's Guggenheim Partners Experience November 2010 - May 2012
Job Executive Assistant to CEO and COO at Starwood Retail Partners, LLC
Industry Commercial Real Estate
Experience
Starwood Retail Partners LLC July 2012 - Present
Guggenheim Partners November 2010 - May 2012
GTCR LLC December 2005 - November 2010
Skills
Administrative Support, Time Management, Litigation, Outlook, Customer Relations, Event Planning, Administrative..., Nonprofits, Recruiting, Employee Relations, Customer Service, Training, PowerPoint, Microsoft Word, Human Resources, Microsoft Office, Social Networking
Education
DePaul University
Pursuing Bachelor of Liberal Arts, Cultural and Religious Studies
Moraine Valley Community College
Starwood Retail Partners LLC July 2012 - Present
Guggenheim Partners November 2010 - May 2012
GTCR LLC December 2005 - November 2010
Skills
Administrative Support, Time Management, Litigation, Outlook, Customer Relations, Event Planning, Administrative..., Nonprofits, Recruiting, Employee Relations, Customer Service, Training, PowerPoint, Microsoft Word, Human Resources, Microsoft Office, Social Networking
Education
DePaul University
Pursuing Bachelor of Liberal Arts, Cultural and Religious Studies
Moraine Valley Community College
Jennifer Sanchez, MBA Jennifer Sanchez, MBA's Guggenheim Partners Experience November 2014 - Present
Job HR Associate at Guggenheim Partners
Industry Human Resources
Experience
Guggenheim Partners November 2014 - Present
Segal McCambridge Singer & Mahoney July 2014 - October 2014
Segal McCambridge Singer & Mahoney March 2012 - July 2014
Shure Products Inc December 2011 - February 2012
Integrative Body Science August 2009 - October 2011
Marcus Evans August 2007 - July 2009
Skills
Customer Service, Team Leadership, PowerPoint, Microsoft Word, Microsoft Excel, Event Management, Outlook, Public Speaking, Inventory Management, Teaching, Team Building, Time Management, Training, Marketing, Analysis, Recruiting, Management
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Business Administration (MBA), International Business
DePaul University 2004 — 2007
Bachelor's degree, Spanish
Guggenheim Partners November 2014 - Present
Segal McCambridge Singer & Mahoney July 2014 - October 2014
Segal McCambridge Singer & Mahoney March 2012 - July 2014
Shure Products Inc December 2011 - February 2012
Integrative Body Science August 2009 - October 2011
Marcus Evans August 2007 - July 2009
Skills
Customer Service, Team Leadership, PowerPoint, Microsoft Word, Microsoft Excel, Event Management, Outlook, Public Speaking, Inventory Management, Teaching, Team Building, Time Management, Training, Marketing, Analysis, Recruiting, Management
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Business Administration (MBA), International Business
DePaul University 2004 — 2007
Bachelor's degree, Spanish
Lauren Long Lauren Long's Guggenheim Partners Experience June 2010 - May 2013
Job Marketing Professional, Digital Media graduate student
Industry Marketing and Advertising
Experience
Slalom Consulting August 2013 - Present
Guggenheim Partners June 2010 - May 2013
Guggenheim Partners October 2009 - May 2010
Institute of Contemporary Art Boston September 2008 - April 2009
Boston Ballet September 2007 - August 2008
Skills
Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Marketing Communications, Public Relations, Social Media Marketing, Social Networking, Facebook, Marketing Strategy, Market Research, Event Planning, Editing, Marketing, Blogging, Management, Customer Service, Press Releases, Copywriting, Data Analysis, Research, CRM, Event Management, Content Strategy, Strategy, Content Management
Education
University of Washington 2014 — 2016
Master's Degree, Communication - Digital Media
Emerson College 2005 — 2008
Bachelor of Science (B.S.), Marketing-Communication: Advertising and Public Relations
Slalom Consulting August 2013 - Present
Guggenheim Partners June 2010 - May 2013
Guggenheim Partners October 2009 - May 2010
Institute of Contemporary Art Boston September 2008 - April 2009
Boston Ballet September 2007 - August 2008
Skills
Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Marketing Communications, Public Relations, Social Media Marketing, Social Networking, Facebook, Marketing Strategy, Market Research, Event Planning, Editing, Marketing, Blogging, Management, Customer Service, Press Releases, Copywriting, Data Analysis, Research, CRM, Event Management, Content Strategy, Strategy, Content Management
Education
University of Washington 2014 — 2016
Master's Degree, Communication - Digital Media
Emerson College 2005 — 2008
Bachelor of Science (B.S.), Marketing-Communication: Advertising and Public Relations
Harris Adam Harris Adam's Guggenheim Partners Experience June 2012 - May 2013
Job Associate Attorney Quality Control at alliantgroup
Industry Legal Services
Experience
alliantgroup June 2015 - Present
King & Spalding June 2014 - June 2015
Guggenheim Partners June 2012 - May 2013
Romanucci & Blandin, LLC December 2011 - May 2012
Accenture April 2005 - June 2010
Holiday Inn Express Hotel & Suites January 2003 - April 2005
Skills
Legal Research, Corporate Law, Corporate Transactional, Corporate Governance, Legal Writing, Management, Due Diligence
Education
Chicago-Kent College of Law 2011 — 2013
Juris Doctor
Emory University - Goizueta Business School 1998 — 2002
Bachelor, Business Administration
alliantgroup June 2015 - Present
King & Spalding June 2014 - June 2015
Guggenheim Partners June 2012 - May 2013
Romanucci & Blandin, LLC December 2011 - May 2012
Accenture April 2005 - June 2010
Holiday Inn Express Hotel & Suites January 2003 - April 2005
Skills
Legal Research, Corporate Law, Corporate Transactional, Corporate Governance, Legal Writing, Management, Due Diligence
Education
Chicago-Kent College of Law 2011 — 2013
Juris Doctor
Emory University - Goizueta Business School 1998 — 2002
Bachelor, Business Administration
Erica Wilms Erica Wilms's Guggenheim Partners Experience October 2011 - Present
Job Director at Guggenheim Partners
Industry Real Estate
Experience
Guggenheim Partners October 2011 - Present
The PrivateBank and Trust Company September 2010 - October 2011
FDIC June 2009 - September 2010
DePaul University 2006 - December 2008
JPMorgan September 2003 - September 2008
Skills
Real Estate Economics, Valuation, Private Equity, Capital Markets, Asset Managment, Due Diligence, Investments, Financial Analysis, Underwriting, Real Estate, Loans, Portfolio Management, Financial Modeling, Credit Analysis, Finance, Structured Finance, Investment Properties, Financial Structuring, Asset Management, Credit, Credit Risk, Risk Management, Real Estate Financing, Commercial Lending, Loan Origination, CMBS, Mortgage Lending, Commercial Real Estate, Brokerage
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Real Estate
University of Wisconsin-Madison - School of Business 1999 — 2003
BBA, Finance & Real Estate
Guggenheim Partners October 2011 - Present
The PrivateBank and Trust Company September 2010 - October 2011
FDIC June 2009 - September 2010
DePaul University 2006 - December 2008
JPMorgan September 2003 - September 2008
Skills
Real Estate Economics, Valuation, Private Equity, Capital Markets, Asset Managment, Due Diligence, Investments, Financial Analysis, Underwriting, Real Estate, Loans, Portfolio Management, Financial Modeling, Credit Analysis, Finance, Structured Finance, Investment Properties, Financial Structuring, Asset Management, Credit, Credit Risk, Risk Management, Real Estate Financing, Commercial Lending, Loan Origination, CMBS, Mortgage Lending, Commercial Real Estate, Brokerage
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Real Estate
University of Wisconsin-Madison - School of Business 1999 — 2003
BBA, Finance & Real Estate
Alexandra Clark's Guggenheim Partners Experience October 2014 - Present
Job Talent Acquisition at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2014 - Present
Bank of America Merrill Lynch May 2014 - October 2014
Willkie Farr & Gallagher LLP May 2012 - May 2014
Fairfield University August 2008 - May 2012
Skills
Recruiting, Social Media, Research, Outlook, Event Planning, PowerPoint, Microsoft Office, Public Speaking, Social Media Marketing, Marketing, Data Analysis, Editing, LawCruit, Microsoft Excel, Strategic Hiring, Talent Acquisition, Taleo, Sourcing, Financial Analysis, Social Networking, Microsoft Word
Education
Fairfield University 2008 — 2012
Bachelor's degree, Communication, General
Ridgewood High School
Guggenheim Partners October 2014 - Present
Bank of America Merrill Lynch May 2014 - October 2014
Willkie Farr & Gallagher LLP May 2012 - May 2014
Fairfield University August 2008 - May 2012
Skills
Recruiting, Social Media, Research, Outlook, Event Planning, PowerPoint, Microsoft Office, Public Speaking, Social Media Marketing, Marketing, Data Analysis, Editing, LawCruit, Microsoft Excel, Strategic Hiring, Talent Acquisition, Taleo, Sourcing, Financial Analysis, Social Networking, Microsoft Word
Education
Fairfield University 2008 — 2012
Bachelor's degree, Communication, General
Ridgewood High School
Randy Hubschmidt's Guggenheim Partners Experience September 2007 - June 2013
Job President, Fortis Partners
Industry Financial Services
Experience
Fortis Partners (formerly Private Family Office, LLC) July 2013 - Present
IP Lasso LLC September 2013 - Present
Guggenheim Partners September 2007 - June 2013
Cohansey Management September 2004 - June 2013
Commerce Bank July 2005 - August 2007
GS Capital December 1999 - August 2004
Fulton Financial 1990 - 1999
Skills
Due Diligence, Alternative Investments, Private Equity, Venture Capital, Financial Analysis, Financial Modeling, Investments, Real Estate, Finance, Start-ups, Strategic Partnerships, Financial Structuring, Portfolio Management, Strategic Planning, Entrepreneurship, Strategic Financial..., Management, Equities, Mutual Funds, Accounting, Hedge Funds, Business Strategy
Education
Drexel University 1995 — 1999
MBA
Rutgers University-New Brunswick 1986 — 1990
B.S.
Fortis Partners (formerly Private Family Office, LLC) July 2013 - Present
IP Lasso LLC September 2013 - Present
Guggenheim Partners September 2007 - June 2013
Cohansey Management September 2004 - June 2013
Commerce Bank July 2005 - August 2007
GS Capital December 1999 - August 2004
Fulton Financial 1990 - 1999
Skills
Due Diligence, Alternative Investments, Private Equity, Venture Capital, Financial Analysis, Financial Modeling, Investments, Real Estate, Finance, Start-ups, Strategic Partnerships, Financial Structuring, Portfolio Management, Strategic Planning, Entrepreneurship, Strategic Financial..., Management, Equities, Mutual Funds, Accounting, Hedge Funds, Business Strategy
Education
Drexel University 1995 — 1999
MBA
Rutgers University-New Brunswick 1986 — 1990
B.S.
Scott Van Horssen, CFA Scott Van Horssen, CFA's Guggenheim Partners Experience 2007 - 2008
Job VP, Treasurer at Meta Financial Group Inc.
Industry Investment Management
Experience
Meta Financial Group Inc. September 2015 - Present
Meta Financial Group September 2013 - September 2015
First National Bank in Sioux Falls April 2008 - August 2013
Guggenheim Partners 2007 - 2008
Guggenhiem Partners Advisory Company 2001 - 2008
Skills
Investments, Financial Analysis, Portfolio Management, Asset Management, Fixed Income, Investment Management, Risk Management, Asset Allocation, Wealth Management, Trading
Education
Colorado Technical University 2006 — 2007
MBA, Executive MBA
Dordt College 1996 — 1999
BA, Business Administration Finance Emphasis
Meta Financial Group Inc. September 2015 - Present
Meta Financial Group September 2013 - September 2015
First National Bank in Sioux Falls April 2008 - August 2013
Guggenheim Partners 2007 - 2008
Guggenhiem Partners Advisory Company 2001 - 2008
Skills
Investments, Financial Analysis, Portfolio Management, Asset Management, Fixed Income, Investment Management, Risk Management, Asset Allocation, Wealth Management, Trading
Education
Colorado Technical University 2006 — 2007
MBA, Executive MBA
Dordt College 1996 — 1999
BA, Business Administration Finance Emphasis
Darren Wallis's Guggenheim Partners Experience March 2010 - Present
Job CoFounder and Managing Partner, AVI Partners, LLC
Industry Investment Management
Experience
Guggenheim Partners March 2010 - Present
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Corporate Finance, Corporate Development, Investments, Finance, Management, Banking, Fundraising, Telecommunications, Start-ups, Due Diligence, Business Strategy, Entrepreneurship, Strategy, Business Development, Strategic Partnerships, Nonprofits, Growth Capital, Financial Modeling, Mergers, Valuation, Alternative Investments, Investment Banking, M&A experience, Awesomeness, Product Management, Hedge Funds, Cloud Computing, Financial Analysis, Business Planning, Management Consulting, Enterprise Software, IPO, SAP, Strategic Planning
Education
Duke Law School 1996 — 1998
Juris Doctorate,cum laude, Law
University of Notre Dame 1990 — 1994
Bachelor of Science, Chemical Engineering
Guggenheim Partners March 2010 - Present
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Corporate Finance, Corporate Development, Investments, Finance, Management, Banking, Fundraising, Telecommunications, Start-ups, Due Diligence, Business Strategy, Entrepreneurship, Strategy, Business Development, Strategic Partnerships, Nonprofits, Growth Capital, Financial Modeling, Mergers, Valuation, Alternative Investments, Investment Banking, M&A experience, Awesomeness, Product Management, Hedge Funds, Cloud Computing, Financial Analysis, Business Planning, Management Consulting, Enterprise Software, IPO, SAP, Strategic Planning
Education
Duke Law School 1996 — 1998
Juris Doctorate,cum laude, Law
University of Notre Dame 1990 — 1994
Bachelor of Science, Chemical Engineering
Estelle Korolis Souleles's Guggenheim Partners Experience August 2012 - Present
Job
Industry Venture Capital & Private Equity
Experience
Guggenheim Partners August 2012 - Present
Lake Capital March 2011 - August 2012
JPMorgan Chase April 2008 - March 2011
Madison Dearborn Partners August 2005 - April 2008
Arthur Andersen 1998 - 2002
Skills
Financial Analysis, Accounting, Financial Modeling, Mergers & Acquisitions, Financial Reporting, Due Diligence, Valuation, GAAP, Investments, Tax, Corporate Finance
Education
DePaul University 1994 — 1998
Bachelor of Science, Accounting
Guggenheim Partners August 2012 - Present
Lake Capital March 2011 - August 2012
JPMorgan Chase April 2008 - March 2011
Madison Dearborn Partners August 2005 - April 2008
Arthur Andersen 1998 - 2002
Skills
Financial Analysis, Accounting, Financial Modeling, Mergers & Acquisitions, Financial Reporting, Due Diligence, Valuation, GAAP, Investments, Tax, Corporate Finance
Education
DePaul University 1994 — 1998
Bachelor of Science, Accounting
Paula Kanno's Guggenheim Partners Experience September 2010 - April 2011
Job Control Room / Compliance Manager / Policies and Procedures
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2011 - September 2014
Guggenheim Partners September 2010 - April 2011
Wolters Kluwer Financial Services November 2008 - September 2010
Complinet Inc. May 2008 - August 2008
HSBC Global Banking and Markets May 2006 - February 2008
Deutsche Bank October 2005 - April 2006
BMO Capital Markets May 2004 - October 2005
Skills
Capital Markets, Investment Banking, Research, Securities, Equity Research, Control Room, Conflicts, Watch and..., Equities, Fixed Income, Chinese..., Compliance, Financial Services, FINRA, Series 7, Regulations, Regulatory Audits, Vendor Relationships, Management, Private Equity, Trading, Equity Trading, Risk, Global Research..., Financial Markets, Employee Trading, Series 24, Best Practices, SEC 138/139 - Safe..., Regulation M, JOBS Act, Financial Risk
Education
DePaul University
Bachelor of Arts (BA), English Language and Literature/Letters
Oppenheimer & Co. Inc. April 2011 - September 2014
Guggenheim Partners September 2010 - April 2011
Wolters Kluwer Financial Services November 2008 - September 2010
Complinet Inc. May 2008 - August 2008
HSBC Global Banking and Markets May 2006 - February 2008
Deutsche Bank October 2005 - April 2006
BMO Capital Markets May 2004 - October 2005
Skills
Capital Markets, Investment Banking, Research, Securities, Equity Research, Control Room, Conflicts, Watch and..., Equities, Fixed Income, Chinese..., Compliance, Financial Services, FINRA, Series 7, Regulations, Regulatory Audits, Vendor Relationships, Management, Private Equity, Trading, Equity Trading, Risk, Global Research..., Financial Markets, Employee Trading, Series 24, Best Practices, SEC 138/139 - Safe..., Regulation M, JOBS Act, Financial Risk
Education
DePaul University
Bachelor of Arts (BA), English Language and Literature/Letters
Stan Macel's Guggenheim Partners Experience October 2012 - Present
Job Managing Director at Guggenheim Partners
Industry Legal Services
Experience
Guggenheim Partners October 2012 - Present
Guggenheim Investments 2015 - 2015
Guggenheim Investments 2015 - 2015
FINRA 2007 - October 2012
US Securities and Exchange Commission 2004 - 2008
Securities and Exchange Commission 1999 - 2007
leboeuf lamb 1992 - 1997
Skills
Securities, Corporate Governance, Corporate Law, Litigation, Securities Litigation, Legal Research, Legal Writing, Commercial Litigation, Arbitration, FCPA, Intellectual Property, Due Diligence
Education
Duke University School of Law 1989 — 1992
JD /LL.M, Law, International Law
Williams College 1984 — 1988
BA, English
Guggenheim Partners October 2012 - Present
Guggenheim Investments 2015 - 2015
Guggenheim Investments 2015 - 2015
FINRA 2007 - October 2012
US Securities and Exchange Commission 2004 - 2008
Securities and Exchange Commission 1999 - 2007
leboeuf lamb 1992 - 1997
Skills
Securities, Corporate Governance, Corporate Law, Litigation, Securities Litigation, Legal Research, Legal Writing, Commercial Litigation, Arbitration, FCPA, Intellectual Property, Due Diligence
Education
Duke University School of Law 1989 — 1992
JD /LL.M, Law, International Law
Williams College 1984 — 1988
BA, English
David Orriols Roberts's Guggenheim Partners Experience October 2014 - Present
Job Vice President Leveraged Finance at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2014 - Present
GE Capital October 2012 - September 2014
GE Antares April 2012 - September 2012
GE Antares November 2009 - April 2012
GE Antares August 2007 - October 2009
GE January 2004 - July 2007
GE Capital January 2002 - December 2003
Education
ESADE Business School 1999 — 2000
MBA
University of Barcelona 1995 — 1999
BS Pharmacy
Guggenheim Partners October 2014 - Present
GE Capital October 2012 - September 2014
GE Antares April 2012 - September 2012
GE Antares November 2009 - April 2012
GE Antares August 2007 - October 2009
GE January 2004 - July 2007
GE Capital January 2002 - December 2003
Education
ESADE Business School 1999 — 2000
MBA
University of Barcelona 1995 — 1999
BS Pharmacy
Andrew Dresdner's Guggenheim Partners Experience January 2015 - Present
Job Director, Servicing & Asset Management
Industry Real Estate
Experience
Guggenheim Partners January 2015 - Present
Guggenheim Partners October 2013 - December 2014
US Bank Commercial Real Estate March 2011 - October 2013
US Bank May 2008 - May 2011
ING Investment Management June 2007 - August 2007
Capmark 2002 - 2006
Skills
Credit, Credit Analysis, Loans, Underwriting, Portfolio Management, Real Estate Financing, Real Estate Transactions, Real Estate Development, Lines Of Credit, Commercial Real Estate, Asset Management, Loan Origination, Credit Risk, Valuation, Financial Modeling, Loan Servicing, Capital Markets, Debt Restructuring, Financial Analysis, Commercial Mortgages, Risk Management
Education
Georgia State University 2006 — 2008
MBA, Finance & Real Estate
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
MBA, Real Estate and Finance
Emory University 1996 — 2000
B.A., Religion
Guggenheim Partners January 2015 - Present
Guggenheim Partners October 2013 - December 2014
US Bank Commercial Real Estate March 2011 - October 2013
US Bank May 2008 - May 2011
ING Investment Management June 2007 - August 2007
Capmark 2002 - 2006
Skills
Credit, Credit Analysis, Loans, Underwriting, Portfolio Management, Real Estate Financing, Real Estate Transactions, Real Estate Development, Lines Of Credit, Commercial Real Estate, Asset Management, Loan Origination, Credit Risk, Valuation, Financial Modeling, Loan Servicing, Capital Markets, Debt Restructuring, Financial Analysis, Commercial Mortgages, Risk Management
Education
Georgia State University 2006 — 2008
MBA, Finance & Real Estate
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
MBA, Real Estate and Finance
Emory University 1996 — 2000
B.A., Religion
Andrew Maccioli's Guggenheim Partners Experience September 2014 - Present
Job Reporting Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
DiMeo Schneider & Associates October 2013 - August 2014
DiMeo Schneider & Associates September 2008 - October 2013
Skills
Microsoft Excel, Asset Allocation, Financial Analysis, Strategic Financial..., Alternative Investments, Equities
Education
DePaul University 2002 — 2007
Guggenheim Partners September 2014 - Present
DiMeo Schneider & Associates October 2013 - August 2014
DiMeo Schneider & Associates September 2008 - October 2013
Skills
Microsoft Excel, Asset Allocation, Financial Analysis, Strategic Financial..., Alternative Investments, Equities
Education
DePaul University 2002 — 2007
Josepha Chong's Guggenheim Partners Experience August 2007 - July 2008
Job Senior Derivatives Specialist at Nuveen
Industry Investment Management
Experience
Nuveen August 2008 - Present
Guggenheim Partners August 2007 - July 2008
State Street Investment Manager Solutions, LLC December 2005 - June 2007
Education
DePaul University
Master of Science (MS), E-Commerce/Electronic Commerce
Loyola Marymount University
Bachelor of Business Administration (BBA)
Nuveen August 2008 - Present
Guggenheim Partners August 2007 - July 2008
State Street Investment Manager Solutions, LLC December 2005 - June 2007
Education
DePaul University
Master of Science (MS), E-Commerce/Electronic Commerce
Loyola Marymount University
Bachelor of Business Administration (BBA)
Charlie Rescigno's Guggenheim Partners Experience August 2014 - Present
Job Director at Guggenheim Partners
Industry Commercial Real Estate
Experience
Guggenheim Partners August 2014 - Present
CIBC World Markets July 2013 - Present
Investors Bank November 2009 - June 2013
Credit Suisse May 1999 - March 2008
Education
Fordham Gabelli School of Business 1994 — 1998
Guggenheim Partners August 2014 - Present
CIBC World Markets July 2013 - Present
Investors Bank November 2009 - June 2013
Credit Suisse May 1999 - March 2008
Education
Fordham Gabelli School of Business 1994 — 1998
Maria Cure's Guggenheim Partners Experience July 2003 - August 2010
Job Vice President at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank August 2014 - Present
Citibank, NA August 2010 - August 2014
Guggenheim Partners July 2003 - August 2010
Fleishman-Hillard September 2000 - June 2003
Skills
Series 7, Series 65, Series 63, Bloomberg, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Equities, Hedge Funds, Valuation, Financial Modeling, Fixed Income, Finance, Alternative Investments, Investments, Corporate Finance
Education
Florida International University - College of Business 2002 — 2003
Master
Florida International University - College of Business 2000 — 2002
Bachelor
HSBC Private Bank August 2014 - Present
Citibank, NA August 2010 - August 2014
Guggenheim Partners July 2003 - August 2010
Fleishman-Hillard September 2000 - June 2003
Skills
Series 7, Series 65, Series 63, Bloomberg, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Equities, Hedge Funds, Valuation, Financial Modeling, Fixed Income, Finance, Alternative Investments, Investments, Corporate Finance
Education
Florida International University - College of Business 2002 — 2003
Master
Florida International University - College of Business 2000 — 2002
Bachelor
Myra Calica's Guggenheim Partners Experience August 2005 - May 2012
Job Treasury Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Capital, LLC January 2007 - June 2012
Guggenheim Partners August 2005 - May 2012
Guggenheim Capital, LLC January 2005 - January 2007
CorVel Corporation January 2004 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Internet, Great Plain, Workday, PowerPoint, Access, Foreign Exchange, Banking, Bank Reconciliation, Banking Relationships, Cash Management, Citrix
Education
DePaul University 2000 — 2002
DePaul University
B.A, Liberal Arts and Sciences
Guggenheim Capital, LLC January 2007 - June 2012
Guggenheim Partners August 2005 - May 2012
Guggenheim Capital, LLC January 2005 - January 2007
CorVel Corporation January 2004 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Internet, Great Plain, Workday, PowerPoint, Access, Foreign Exchange, Banking, Bank Reconciliation, Banking Relationships, Cash Management, Citrix
Education
DePaul University 2000 — 2002
DePaul University
B.A, Liberal Arts and Sciences
Nello Cafcules's Guggenheim Partners Experience January 2015 - Present
Job Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2015 - Present
Cantor Fitzgerald November 2013 - December 2014
Cantor Fitzgerald February 2011 - October 2013
Goldman Sachs July 2000 - November 2010
Skills
ETFs, Trading Systems, Fixed Income, Series 7, Trading, Series 63, Commodity, Series 24, Portfolio Management, Bonds, Futures Trading, RIAs, Pension Funds, Series 3, Series 53, Arbitrage, Bloomberg, Derivatives, Electronic Trading, Equities, Equity Derivatives, Equity Trading, FINRA, Hedge Funds, Market Data, Options, Quantitative Research, Securities, Management, Capital Markets, Delta One, Project Management, Hedging
Education
Fordham University 2006 — 2008
Bachelor's Degree, History
Guggenheim Partners January 2015 - Present
Cantor Fitzgerald November 2013 - December 2014
Cantor Fitzgerald February 2011 - October 2013
Goldman Sachs July 2000 - November 2010
Skills
ETFs, Trading Systems, Fixed Income, Series 7, Trading, Series 63, Commodity, Series 24, Portfolio Management, Bonds, Futures Trading, RIAs, Pension Funds, Series 3, Series 53, Arbitrage, Bloomberg, Derivatives, Electronic Trading, Equities, Equity Derivatives, Equity Trading, FINRA, Hedge Funds, Market Data, Options, Quantitative Research, Securities, Management, Capital Markets, Delta One, Project Management, Hedging
Education
Fordham University 2006 — 2008
Bachelor's Degree, History
Mark Bova, CFP®, CIMA®'s Guggenheim Partners Experience July 2012 - September 2015
Job Manager, ETF Specialist, Head of ETF Knowledge Center
Industry Financial Services
Experience
Guggenheim Partners July 2012 - September 2015
Guggenheim Partners January 2012 - June 2012
Guggenheim Partners May 2010 - December 2011
Guggenheim Partners 2009 - 2010
Guggenheim Partners 2008 - 2009
Fifth Third Bank 2004 - 2007
Merrill Lynch 1998 - 2004
Skills
Series 7, Series 66, Asset Management, Investments, Mutual Funds, Financial Planning, Portfolio Management, Asset Allocation, Credit, Insurance, Risk Management, Banking, ETFs, Financial Analysis, Budgeting, Accounting, Trading, Estate Planning, Public Speaking, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, Securities, Options, Cash Management, Marketing Strategy, Customer Service, Private Banking, Series 24, Zephyr, Salesforce.com
Education
The University of Chicago Booth School of Business
Certified Investment Management Analyst (CIMA) Education Program
DePaul University 2000 — 2002
Certificate Program in Financial Planning
DePaul University 1995 — 1998
BS, Commerce
Guggenheim Partners July 2012 - September 2015
Guggenheim Partners January 2012 - June 2012
Guggenheim Partners May 2010 - December 2011
Guggenheim Partners 2009 - 2010
Guggenheim Partners 2008 - 2009
Fifth Third Bank 2004 - 2007
Merrill Lynch 1998 - 2004
Skills
Series 7, Series 66, Asset Management, Investments, Mutual Funds, Financial Planning, Portfolio Management, Asset Allocation, Credit, Insurance, Risk Management, Banking, ETFs, Financial Analysis, Budgeting, Accounting, Trading, Estate Planning, Public Speaking, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, Securities, Options, Cash Management, Marketing Strategy, Customer Service, Private Banking, Series 24, Zephyr, Salesforce.com
Education
The University of Chicago Booth School of Business
Certified Investment Management Analyst (CIMA) Education Program
DePaul University 2000 — 2002
Certificate Program in Financial Planning
DePaul University 1995 — 1998
BS, Commerce
stuart durnin's Guggenheim Partners Experience April 2015 - Present
Job Vice President at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners April 2015 - Present
Financial Industry Regulatory Authority April 2013 - April 2015
Goldman Sachs December 2003 - March 2013
Atlantic bank of new york 1998 - 2003
Skills
General Ledger, Banking, Investment Banking, Equities, Regulatory Reporting, Securities Regulation, Regulatory Capital, Corporate Finance, Capital Markets, Bloomberg, Securities, Fixed Income, Accounting, Operational Risk, Derivatives, Hedge Funds, Financial Analysis, Risk Management, Finance, Financial Modeling
Education
Dowling College 1994 — 1997
MBA, Banking & Finance
State University of New York College at Oneonta 1987 — 1990
Bachelor of Applied Science (B.A.Sc.), Business economics
Guggenheim Partners April 2015 - Present
Financial Industry Regulatory Authority April 2013 - April 2015
Goldman Sachs December 2003 - March 2013
Atlantic bank of new york 1998 - 2003
Skills
General Ledger, Banking, Investment Banking, Equities, Regulatory Reporting, Securities Regulation, Regulatory Capital, Corporate Finance, Capital Markets, Bloomberg, Securities, Fixed Income, Accounting, Operational Risk, Derivatives, Hedge Funds, Financial Analysis, Risk Management, Finance, Financial Modeling
Education
Dowling College 1994 — 1997
MBA, Banking & Finance
State University of New York College at Oneonta 1987 — 1990
Bachelor of Applied Science (B.A.Sc.), Business economics
Carlos Torres, CISSP, GCFA, CEH, M.S.'s Guggenheim Partners Experience June 2015 - Present
Job Incident Response at Guggenheim Partners
Industry Information Technology and Services
Experience
Guggenheim Partners June 2015 - Present
Federal Reserve Bank of Chicago May 2010 - June 2015
Apex Systems October 2008 - April 2010
THz3 2008 - 2008
IBM Global Services October 2005 - June 2007
Skills
Network Security, Information Security, Information Technology, Project Management, Leadership, CISSP, Technical Support, Disaster Recovery, Security, System Administration, Information Security..., PCI DSS, Vulnerability Assessment, Incident Response, Computer Forensics, Security Policy, Active Directory, Troubleshooting, Networking, IT Audit
Education
SANS 2014 — 2015
GCFA, Digital Forensics, Incident Response, Incident Response Team Management
DePaul University 2007 — 2009
M.S., Computer, Information and Network Security
DeVry University 2001 — 2004
B.S., Network & Communications Management
High School
Guggenheim Partners June 2015 - Present
Federal Reserve Bank of Chicago May 2010 - June 2015
Apex Systems October 2008 - April 2010
THz3 2008 - 2008
IBM Global Services October 2005 - June 2007
Skills
Network Security, Information Security, Information Technology, Project Management, Leadership, CISSP, Technical Support, Disaster Recovery, Security, System Administration, Information Security..., PCI DSS, Vulnerability Assessment, Incident Response, Computer Forensics, Security Policy, Active Directory, Troubleshooting, Networking, IT Audit
Education
SANS 2014 — 2015
GCFA, Digital Forensics, Incident Response, Incident Response Team Management
DePaul University 2007 — 2009
M.S., Computer, Information and Network Security
DeVry University 2001 — 2004
B.S., Network & Communications Management
High School
Peter Van Gelderen's Guggenheim Partners Experience December 2013 - Present
Job Managing Director at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners December 2013 - Present
ADH Investments February 2013 - September 2013
Stark Investments 2007 - December 2012
Countrywide Securities Corporation January 2005 - February 2007
Thelen Reid Brown Raysman & Steiner LLP August 2003 - January 2005
Skills
Investments, Portfolio Management, Bloomberg, Structured Finance, Securities, Hedge Funds, Trading, Fixed Income, Capital Markets, Credit
Education
Georgetown University Law Center 2000 — 2003
JD, Law
Duke University 1996 — 2000
Bachelor of Arts (B.A.), English Literature; Mandarin Chinese, cum laude, thesis honors distinction
Guggenheim Partners December 2013 - Present
ADH Investments February 2013 - September 2013
Stark Investments 2007 - December 2012
Countrywide Securities Corporation January 2005 - February 2007
Thelen Reid Brown Raysman & Steiner LLP August 2003 - January 2005
Skills
Investments, Portfolio Management, Bloomberg, Structured Finance, Securities, Hedge Funds, Trading, Fixed Income, Capital Markets, Credit
Education
Georgetown University Law Center 2000 — 2003
JD, Law
Duke University 1996 — 2000
Bachelor of Arts (B.A.), English Literature; Mandarin Chinese, cum laude, thesis honors distinction
William Teskoski's Guggenheim Partners Experience March 2010 - March 2011
Job Investment Management Professional
Industry Investment Management
Experience
Guggenheim Partners March 2010 - March 2011
Aon Capital Markets November 1998 - March 2008
Education
Drake University
Bachelor of Science, Business Administration, Finance
Northwestern University - Kellogg School of Management
Guggenheim Partners March 2010 - March 2011
Aon Capital Markets November 1998 - March 2008
Education
Drake University
Bachelor of Science, Business Administration, Finance
Northwestern University - Kellogg School of Management
Ramiro Albarran's Guggenheim Partners Experience 2011 - 2015
Job Managing Director and Head of Origination at Preston Hollow Capital, LLC
Industry Financial Services
Experience
Preston Hollow Capital, LLC March 2015 - Present
Guggenheim Partners 2011 - 2015
Stone & Youngberg 2009 - 2011
Starwood Infrastructure 2008 - 2009
banc-of-america-securities 2001 - 2008
Education
Dartmouth College 1984 — 1988
Preston Hollow Capital, LLC March 2015 - Present
Guggenheim Partners 2011 - 2015
Stone & Youngberg 2009 - 2011
Starwood Infrastructure 2008 - 2009
banc-of-america-securities 2001 - 2008
Education
Dartmouth College 1984 — 1988
Garrick Bradley's Guggenheim Partners Experience December 2012 - Present
Job Adjunct Instructor at Columbia College Chicago
Industry Financial Services
Experience
Columbia College Chicago September 2015 - Present
Guggenheim Partners December 2012 - Present
NAL Syncreon June 2012 - December 2012
Chicago River Capital / Melvin & Company October 2011 - May 2012
Proprietary Trading Group in Chicago September 2010 - April 2012
Chicago Futures Trading Group December 2005 - September 2010
RE/MAX South Suburban October 2003 - December 2006
CollegeHires.com (A Startup) October 2003 - January 2005
Galmont Consulting May 2002 - September 2003
CNA Insurance September 2000 - April 2002
Skills
Futures, Forwards, Proprietary Trading, Options Strategies, Visual C#, C#, SQL, Visual C++, C++, Software Project..., Web Project Management, Program Management, Software Development, Project Management, SharePoint, ASP.NET, SDLC, JavaScript, Databases, Microsoft SQL Server, WCF, Web Applications, LINQ, MySQL, Programming, E-commerce, System Architecture, Agile Methodologies, Test Driven Development, Visual Studio, .NET, XML, Design Patterns, Software Design, OOP, Visual Basic, Analysis, VB.NET
Education
DePaul University 2000 — 2003
Masters of Science, Software Engineering (Project Management)
Illinois Institute of Technology 1983 — 1990
B.S., Computer Science & Electrical Engineering
Columbia College Chicago September 2015 - Present
Guggenheim Partners December 2012 - Present
NAL Syncreon June 2012 - December 2012
Chicago River Capital / Melvin & Company October 2011 - May 2012
Proprietary Trading Group in Chicago September 2010 - April 2012
Chicago Futures Trading Group December 2005 - September 2010
RE/MAX South Suburban October 2003 - December 2006
CollegeHires.com (A Startup) October 2003 - January 2005
Galmont Consulting May 2002 - September 2003
CNA Insurance September 2000 - April 2002
Skills
Futures, Forwards, Proprietary Trading, Options Strategies, Visual C#, C#, SQL, Visual C++, C++, Software Project..., Web Project Management, Program Management, Software Development, Project Management, SharePoint, ASP.NET, SDLC, JavaScript, Databases, Microsoft SQL Server, WCF, Web Applications, LINQ, MySQL, Programming, E-commerce, System Architecture, Agile Methodologies, Test Driven Development, Visual Studio, .NET, XML, Design Patterns, Software Design, OOP, Visual Basic, Analysis, VB.NET
Education
DePaul University 2000 — 2003
Masters of Science, Software Engineering (Project Management)
Illinois Institute of Technology 1983 — 1990
B.S., Computer Science & Electrical Engineering
Pratyush Kumar, CFA's Guggenheim Partners Experience November 2010 - May 2013
Job Investment Banking Associate at Jefferies
Industry Financial Services
Experience
Jefferies August 2015 - Present
Jefferies June 2014 - August 2014
Guggenheim Partners November 2010 - May 2013
Evalueserve January 2009 - October 2010
Evalueserve August 2007 - December 2008
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Investments, Due Diligence, Equity Valuation, Bloomberg, Investment Banking, Private Equity, Equities, DCF, Data Analysis, Corporate Finance, Venture Capital, Capital Markets, Industry Research, Telecommunications
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Indian Institute of Technology, Kanpur 2003 — 2007
B.Tech, Civil Engineering
Delhi Public School - R. K. Puram
Jefferies August 2015 - Present
Jefferies June 2014 - August 2014
Guggenheim Partners November 2010 - May 2013
Evalueserve January 2009 - October 2010
Evalueserve August 2007 - December 2008
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Investments, Due Diligence, Equity Valuation, Bloomberg, Investment Banking, Private Equity, Equities, DCF, Data Analysis, Corporate Finance, Venture Capital, Capital Markets, Industry Research, Telecommunications
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Indian Institute of Technology, Kanpur 2003 — 2007
B.Tech, Civil Engineering
Delhi Public School - R. K. Puram
Shari Deoki's Guggenheim Partners Experience January 2004 - Present
Job Financial analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2004 - Present
Education
Fashion Institute of Technology
Bachelor's degree, Advertising/Computer Graphics
Guggenheim Partners January 2004 - Present
Education
Fashion Institute of Technology
Bachelor's degree, Advertising/Computer Graphics
Kristen DiStassio's Guggenheim Partners Experience October 2008 - Present
Job Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2008 - Present
McGladrey & Pullen August 2003 - October 2008
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting
Education
Fairfield University 2002 — 2003
MBA, Accounting
Fairfield University 1998 — 2002
BS, Accounting
Guggenheim Partners October 2008 - Present
McGladrey & Pullen August 2003 - October 2008
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting
Education
Fairfield University 2002 — 2003
MBA, Accounting
Fairfield University 1998 — 2002
BS, Accounting
Brian Lloyd's Guggenheim Partners Experience April 2014 - Present
Job Senior Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2014 - Present
Bloomberg January 2010 - April 2014
adMarketplace 2008 - 2009
Goldman Sachs June 2007 - August 2007
Farley Capital January 2007 - March 2007
Skills
Bloomberg, Fixed Income, Financial Modeling, Derivatives, Credit Derivatives, Asset Management, Portfolio Optimization, BlackRock Aladdin, Barclays Point, VBA
Education
Dartmouth College 2004 — 2008
Bachelor's Degree, Economics, Government
Guggenheim Partners April 2014 - Present
Bloomberg January 2010 - April 2014
adMarketplace 2008 - 2009
Goldman Sachs June 2007 - August 2007
Farley Capital January 2007 - March 2007
Skills
Bloomberg, Fixed Income, Financial Modeling, Derivatives, Credit Derivatives, Asset Management, Portfolio Optimization, BlackRock Aladdin, Barclays Point, VBA
Education
Dartmouth College 2004 — 2008
Bachelor's Degree, Economics, Government
Nicole Bobbitt's Guggenheim Partners Experience July 2011 - Present
Job Vice President, Corporate Solutions, Guggenheim Partners
Industry Information Technology and Services
Experience
Guggenheim Partners July 2011 - Present
Sara Lee Corporation November 2008 - August 2011
Hyperion Conferences 2005 - 2009
Sara Lee February 2007 - November 2008
Sara Lee May 2001 - February 2007
Dade Behring March 1999 - May 2001
Motorola February 1998 - February 1999
Motorola July 1997 - February 1998
Motorola January 1996 - July 1997
Skills
Hyperion Enterprise, Software Documentation, SAP, Sarbanes-Oxley Act, Financial Reporting, Sarbanes-Oxley, Consolidation, Project Management, MS Project, Disaster Recovery, Auditing, Analysis, Access, Leadership, Workday
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
Masters, Business Administration
Illinois State University 1991 — 1995
BS, Finance
Guggenheim Partners July 2011 - Present
Sara Lee Corporation November 2008 - August 2011
Hyperion Conferences 2005 - 2009
Sara Lee February 2007 - November 2008
Sara Lee May 2001 - February 2007
Dade Behring March 1999 - May 2001
Motorola February 1998 - February 1999
Motorola July 1997 - February 1998
Motorola January 1996 - July 1997
Skills
Hyperion Enterprise, Software Documentation, SAP, Sarbanes-Oxley Act, Financial Reporting, Sarbanes-Oxley, Consolidation, Project Management, MS Project, Disaster Recovery, Auditing, Analysis, Access, Leadership, Workday
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
Masters, Business Administration
Illinois State University 1991 — 1995
BS, Finance
Richard Kirikian's Guggenheim Partners Experience March 2011 - December 2011
Job Managing Director at Societe Generale Corporate and Investment Banking SGCIB
Industry Real Estate
Experience
Societe Generale Corporate and Investment Banking - SGCIB March 2015 - Present
Ladder Capital Finance LLC March 2012 - March 2015
Guggenheim Partners March 2011 - December 2011
JP Morgan May 2008 - September 2009
Bear Stearns 2002 - 2008
Morgan Stanley 1995 - 2002
Bear Stearns 1993 - 1995
Skills
CMBS, Capital Markets, Securitization, Loans, Loan Origination, Commercial Real Estate, Commercial Mortgages, Structured Finance, Due Diligence, Series 7, Fixed Income, Asset Managment, Financial Structuring
Education
Fordham Gabelli School of Business 1988 — 1990
M.B.A., Finance
Tulane University 1983 — 1987
B.A., Political Science
Princeton High School 1979 — 1983
Societe Generale Corporate and Investment Banking - SGCIB March 2015 - Present
Ladder Capital Finance LLC March 2012 - March 2015
Guggenheim Partners March 2011 - December 2011
JP Morgan May 2008 - September 2009
Bear Stearns 2002 - 2008
Morgan Stanley 1995 - 2002
Bear Stearns 1993 - 1995
Skills
CMBS, Capital Markets, Securitization, Loans, Loan Origination, Commercial Real Estate, Commercial Mortgages, Structured Finance, Due Diligence, Series 7, Fixed Income, Asset Managment, Financial Structuring
Education
Fordham Gabelli School of Business 1988 — 1990
M.B.A., Finance
Tulane University 1983 — 1987
B.A., Political Science
Princeton High School 1979 — 1983
David Gruzewski's Guggenheim Partners Experience April 2014 - Present
Job Managing Director IT Applications at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2014 - Present
Guggenheim Partners February 2008 - Present
Guggenheim Partners February 2005 - February 2008
Guggenheim Partners February 2003 - February 2005
Bank One (now JP Morgan) March 2000 - February 2003
Skills
Business Analysis, IT Management, Business Intelligence, Project Management, Data Warehousing, SharePoint, Microsoft SQL Server, Derivatives, .NET, Equities, Portfolio Management, Project Planning, Financial Services, SDLC, Software Development, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
Southern Illinois University, Carbondale 1993 — 1996
BS, MIS
Guggenheim Partners April 2014 - Present
Guggenheim Partners February 2008 - Present
Guggenheim Partners February 2005 - February 2008
Guggenheim Partners February 2003 - February 2005
Bank One (now JP Morgan) March 2000 - February 2003
Skills
Business Analysis, IT Management, Business Intelligence, Project Management, Data Warehousing, SharePoint, Microsoft SQL Server, Derivatives, .NET, Equities, Portfolio Management, Project Planning, Financial Services, SDLC, Software Development, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
Southern Illinois University, Carbondale 1993 — 1996
BS, MIS
Chris Vitale's Guggenheim Partners Experience August 2015 - Present
Job Senior Consultant at Kraft Kennedy
Industry Information Technology and Services
Experience
Guggenheim Partners August 2015 - Present
Kraft Kennedy March 2012 - August 2015
Matsco Solutions December 2011 - March 2012
C12 Capital Management July 2011 - October 2011
Kraft Kennedy July 2008 - July 2011
Swiss American Securities, Inc. November 2006 - December 2007
Skills
Desktop Deployment, SCCM, Windows 7, XP, Active Directory, Windows Server, Consulting, Integration, Information Technology, IT Operations, System Deployment, Windows XP, Security, VMware ESX, Vendor Management, System Administration
Education
Fordham University 2004 — 2008
BS, Management of Information and Communication Systems
Guggenheim Partners August 2015 - Present
Kraft Kennedy March 2012 - August 2015
Matsco Solutions December 2011 - March 2012
C12 Capital Management July 2011 - October 2011
Kraft Kennedy July 2008 - July 2011
Swiss American Securities, Inc. November 2006 - December 2007
Skills
Desktop Deployment, SCCM, Windows 7, XP, Active Directory, Windows Server, Consulting, Integration, Information Technology, IT Operations, System Deployment, Windows XP, Security, VMware ESX, Vendor Management, System Administration
Education
Fordham University 2004 — 2008
BS, Management of Information and Communication Systems
Gia Christopher's Guggenheim Partners Experience April 2000 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2000 - Present
Education
Fashion Institute of Technology
BS - Marketing Home Furnishings, Marketing
Guggenheim Partners April 2000 - Present
Education
Fashion Institute of Technology
BS - Marketing Home Furnishings, Marketing
Paolo Boero's Guggenheim Partners Experience May 2009 - November 2012
Job Principal/CoFounder at Old Three Hundred Capital
Industry Financial Services
Experience
Old Three Hundred Capital July 2014 - Present
Sofar Sounds January 2014 - September 2014
Guggenheim Partners May 2009 - November 2012
UBS Investment Bank September 2007 - January 2009
Greenfield Online June 2006 - September 2006
Skills
Financial Modeling, Market Research, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Banking, Derivatives, Valuation, Asset Management, Alternative Investments, Securities, Real Estate, Trading, Entrepreneurship, Investments, Management, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship & Real Estate
Dickinson College 2003 — 2007
BA, Economics
Old Three Hundred Capital July 2014 - Present
Sofar Sounds January 2014 - September 2014
Guggenheim Partners May 2009 - November 2012
UBS Investment Bank September 2007 - January 2009
Greenfield Online June 2006 - September 2006
Skills
Financial Modeling, Market Research, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Banking, Derivatives, Valuation, Asset Management, Alternative Investments, Securities, Real Estate, Trading, Entrepreneurship, Investments, Management, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship & Real Estate
Dickinson College 2003 — 2007
BA, Economics
Chuck Kudia's Guggenheim Partners Experience January 1998 - December 2005
Job Chief Financial Officer at Illinois Power Agency
Industry Financial Services
Experience
Illinois Power Agency April 2014 - Present
Illinois Tollway September 2012 - March 2014
FDIC August 2010 - August 2012
PLS Financial January 2006 - July 2010
Guggenheim Partners January 1998 - December 2005
ABN AMRO January 1989 - December 1997
Federal Savings and Loan Insurance Corporation May 1981 - December 1988
Economy Savings 1977 - 1981
Skills
Operations Management, Financial Analysis, Cash Management, Financial Reporting, Process Improvement, Risk Management, General Ledger, Executive Management, Variance Analysis, Budgets, Finance, Internal Audit, Mergers & Acquisitions, Auditing, Managerial Finance, Due Diligence, Asset Management, Accounting, GAAP, Valuation, Financial Services, Internal Controls, Credit, Corporate Finance, Financial Modeling, Loans, Account Reconciliation, Cash Flow, Journal Entries, Forecasting, Credit Risk, Credit Analysis, Banking, Sarbanes-Oxley Act, Analysis, Strategic Financial..., Financial Risk, Financial Accounting, Treasury Management, Portfolio Management, Commercial Lending, Enterprise Risk..., Financial Institutions, Investments, Loan Servicing, Commercial Banking, Underwriting, Restructuring, Operational Risk, Accounts Payable
Education
DePaul University 1976 — 1980
BS, Accounting
St. Bonaventure 1972 — 1976
St Simon
Illinois Power Agency April 2014 - Present
Illinois Tollway September 2012 - March 2014
FDIC August 2010 - August 2012
PLS Financial January 2006 - July 2010
Guggenheim Partners January 1998 - December 2005
ABN AMRO January 1989 - December 1997
Federal Savings and Loan Insurance Corporation May 1981 - December 1988
Economy Savings 1977 - 1981
Skills
Operations Management, Financial Analysis, Cash Management, Financial Reporting, Process Improvement, Risk Management, General Ledger, Executive Management, Variance Analysis, Budgets, Finance, Internal Audit, Mergers & Acquisitions, Auditing, Managerial Finance, Due Diligence, Asset Management, Accounting, GAAP, Valuation, Financial Services, Internal Controls, Credit, Corporate Finance, Financial Modeling, Loans, Account Reconciliation, Cash Flow, Journal Entries, Forecasting, Credit Risk, Credit Analysis, Banking, Sarbanes-Oxley Act, Analysis, Strategic Financial..., Financial Risk, Financial Accounting, Treasury Management, Portfolio Management, Commercial Lending, Enterprise Risk..., Financial Institutions, Investments, Loan Servicing, Commercial Banking, Underwriting, Restructuring, Operational Risk, Accounts Payable
Education
DePaul University 1976 — 1980
BS, Accounting
St. Bonaventure 1972 — 1976
St Simon
Loris Nazarian's Guggenheim Partners Experience March 2009 - November 2009
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2009 - Present
Guggenheim Partners March 2009 - November 2009
Morgan Stanley September 2004 - March 2009
RBS 2003 - 2004
Lazard 2003 - 2003
Skills
Fixed Income
Education
Ecole centrale de Paris 2000 — 2003
MSc, Engineering, Maths & Finance
Lycee Sainte Genevieve 1997 — 2000
PCSI / PC*
Morgan Stanley December 2009 - Present
Guggenheim Partners March 2009 - November 2009
Morgan Stanley September 2004 - March 2009
RBS 2003 - 2004
Lazard 2003 - 2003
Skills
Fixed Income
Education
Ecole centrale de Paris 2000 — 2003
MSc, Engineering, Maths & Finance
Lycee Sainte Genevieve 1997 — 2000
PCSI / PC*
Tanya Williams, CFA's Guggenheim Partners Experience April 2009 - November 2013
Job Investment Management Executive | Expertise in Portfolio Management, Investment Research & Business Strategy
Industry Investment Management
Experience
Executes Thoughtful Investment Decisions and Employs Discipline December 2013 - Present
Guggenheim Partners April 2009 - November 2013
EARNEST Partners November 2007 - November 2008
Calvert Distributors, Inc. April 1999 - October 2007
Brinson Partners June 1993 - March 1999
Skills
Investments, Portfolio Management, Asset Allocation, Fundamental Investment..., Global Equities, Real Assets, Product Management, Business Strategy, Product Development, Leadership, Financial Behavior, Client Servicing, Separately Managed..., Mutual Funds, Investment Banking, Investment Strategies, Private Equity, Options, Equities, Competitive Analysis, Bonds, Hedge Funds
Education
Duke University - The Fuqua School of Business 1991 — 1993
M.B.A., Finance
Northwestern University
BA, Economics
Executes Thoughtful Investment Decisions and Employs Discipline December 2013 - Present
Guggenheim Partners April 2009 - November 2013
EARNEST Partners November 2007 - November 2008
Calvert Distributors, Inc. April 1999 - October 2007
Brinson Partners June 1993 - March 1999
Skills
Investments, Portfolio Management, Asset Allocation, Fundamental Investment..., Global Equities, Real Assets, Product Management, Business Strategy, Product Development, Leadership, Financial Behavior, Client Servicing, Separately Managed..., Mutual Funds, Investment Banking, Investment Strategies, Private Equity, Options, Equities, Competitive Analysis, Bonds, Hedge Funds
Education
Duke University - The Fuqua School of Business 1991 — 1993
M.B.A., Finance
Northwestern University
BA, Economics
Douglas Gregory Herschell's Guggenheim Partners Experience 2001 - 2003
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2006 - Present
Jefferies & Company 2003 - 2005
Guggenheim Partners 2001 - 2003
Skills
Retirement Planning, Insurance Planning, Series 66, Series 7, IRA's, Wealth Management, Annuities, Estate Planning, 401k, Fixed Annuities, Uniform Combined State...
Education
Dartmouth College 1964 — 1968
AB, Economics, Art History
AXA Advisors June 2006 - Present
Jefferies & Company 2003 - 2005
Guggenheim Partners 2001 - 2003
Skills
Retirement Planning, Insurance Planning, Series 66, Series 7, IRA's, Wealth Management, Annuities, Estate Planning, 401k, Fixed Annuities, Uniform Combined State...
Education
Dartmouth College 1964 — 1968
AB, Economics, Art History
Josef Jung's Guggenheim Partners Experience 2003 - 2005
Job Senior Analyst at Marathon Partners
Industry Financial Services
Experience
Marathon Partners 2014 - Present
Wing Lake Capital 2011 - 2014
Eminence Capital 2005 - 2011
Guggenheim Partners 2003 - 2005
Skills
Valuation, Hedge Funds, Equity Research, Bloomberg, Financial Modeling, Investment Banking, Private Equity, Equities, Capital Markets, Alternative Investments, Investments, Fixed Income, Financial Analysis, Derivatives, Portfolio Management, Asset Management, Equity Valuation, Due Diligence, Corporate Finance, SQL
Education
Dartmouth College 1997 — 2001
Economics
Marathon Partners 2014 - Present
Wing Lake Capital 2011 - 2014
Eminence Capital 2005 - 2011
Guggenheim Partners 2003 - 2005
Skills
Valuation, Hedge Funds, Equity Research, Bloomberg, Financial Modeling, Investment Banking, Private Equity, Equities, Capital Markets, Alternative Investments, Investments, Fixed Income, Financial Analysis, Derivatives, Portfolio Management, Asset Management, Equity Valuation, Due Diligence, Corporate Finance, SQL
Education
Dartmouth College 1997 — 2001
Economics
Nuha Chowdhury's Guggenheim Partners Experience December 2013 - Present
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners December 2013 - Present
Nomura Securities July 2010 - December 2013
Skills
Prime Brokerage, Equities, Financial Modeling, Fixed Income, Investment Banking, Capital Markets, Bloomberg, Middle Office, Valuation, Hedge Funds
Education
Fordham University 2006 — 2010
Bachelors, Finance
Guggenheim Partners December 2013 - Present
Nomura Securities July 2010 - December 2013
Skills
Prime Brokerage, Equities, Financial Modeling, Fixed Income, Investment Banking, Capital Markets, Bloomberg, Middle Office, Valuation, Hedge Funds
Education
Fordham University 2006 — 2010
Bachelors, Finance
Michael Zyra, CPA's Guggenheim Partners Experience August 2007 - November 2008
Job Wilke & Associates, LLP
Industry Accounting
Experience
Wilke & Associates, LLP August 2011 - Present
Guggenheim Partners August 2007 - November 2008
Skills
CPA, Accounting, Financial Reporting, Auditing, Financial Analysis, US GAAP, GAAP, Tax Preparation, Internal Controls, SEC filings, General Ledger, Mergers & Acquisitions, Tax, Financial Accounting, Microsoft Excel, QuickBooks, Budgets, Tax Law, External Audit, Financial Modeling, Tax Research, Forecasting, Business Valuation, Partnership Taxation, Managerial Finance, SEC Filings
Education
Duquesne University 2003 — 2007
Bachelor of Science in Business Administration, Accounting/Finance/Investment Management
Our Lady of Grace
Wilke & Associates, LLP August 2011 - Present
Guggenheim Partners August 2007 - November 2008
Skills
CPA, Accounting, Financial Reporting, Auditing, Financial Analysis, US GAAP, GAAP, Tax Preparation, Internal Controls, SEC filings, General Ledger, Mergers & Acquisitions, Tax, Financial Accounting, Microsoft Excel, QuickBooks, Budgets, Tax Law, External Audit, Financial Modeling, Tax Research, Forecasting, Business Valuation, Partnership Taxation, Managerial Finance, SEC Filings
Education
Duquesne University 2003 — 2007
Bachelor of Science in Business Administration, Accounting/Finance/Investment Management
Our Lady of Grace
Jeff Abrams's Guggenheim Partners Experience April 2002 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2002 - Present
Bear Stearns December 1999 - April 2002
Education
Emory University - Goizueta Business School 1995 — 1999
BBA
Guggenheim Partners April 2002 - Present
Bear Stearns December 1999 - April 2002
Education
Emory University - Goizueta Business School 1995 — 1999
BBA
Owen Daly's Guggenheim Partners Experience June 2015 - August 2015
Job Veteran Affairs Consultant at Marist College
Industry Management Consulting
Experience
Marist College February 2014 - Present
Guggenheim Partners June 2015 - August 2015
Pfizer June 2014 - August 2014
United States Marine Corps February 2012 - July 2013
United States Marine Corps January 2010 - March 2011
United States Marine Corps September 2007 - January 2010
Naval Aviation Flight School November 2005 - October 2007
Skills
Command, Marine Corps, Helicopters, Aviation, Operational Planning, Security Clearance, National Security, Logistics, Public Speaking, Personnel Management, Leadership Development, Operations Management, Process Management, Interpersonal..., Oral & Written..., Consulting, Military Operations, Military Experience, Aircraft, Military Training, Exercises, Defense, DoD, Flights, Force Protection, Flight Safety, Government, Tactics, Intelligence Analysis, Military Logistics, Weapons, Readiness, Military, Military Aviation, Afghanistan, Public Relations, Leadership, Combat, Training, Management, Organizational...
Education
Fordham University - Graduate School of Business Administration 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Management
Marist College 2001 — 2005
Liberal Arts, Political Science, History
University of Cambridge 2004 — 2004
History
Our Lady of Lourdes 1996 — 2001
High School
Marist College February 2014 - Present
Guggenheim Partners June 2015 - August 2015
Pfizer June 2014 - August 2014
United States Marine Corps February 2012 - July 2013
United States Marine Corps January 2010 - March 2011
United States Marine Corps September 2007 - January 2010
Naval Aviation Flight School November 2005 - October 2007
Skills
Command, Marine Corps, Helicopters, Aviation, Operational Planning, Security Clearance, National Security, Logistics, Public Speaking, Personnel Management, Leadership Development, Operations Management, Process Management, Interpersonal..., Oral & Written..., Consulting, Military Operations, Military Experience, Aircraft, Military Training, Exercises, Defense, DoD, Flights, Force Protection, Flight Safety, Government, Tactics, Intelligence Analysis, Military Logistics, Weapons, Readiness, Military, Military Aviation, Afghanistan, Public Relations, Leadership, Combat, Training, Management, Organizational...
Education
Fordham University - Graduate School of Business Administration 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Management
Marist College 2001 — 2005
Liberal Arts, Political Science, History
University of Cambridge 2004 — 2004
History
Our Lady of Lourdes 1996 — 2001
High School
Kelsey Walker's Guggenheim Partners Experience September 2012 - Present
Job Associate at Guggenheim Investments
Industry Market Research
Experience
Guggenheim Investments June 2013 - Present
Guggenheim Partners September 2012 - Present
Pleatco, LLC August 2011 - September 2012
Source One LLC January 2011 - June 2011
Nomura Securities June 2010 - August 2010
Education
Fordham University 2007 — 2011
BS, Finance
Guggenheim Investments June 2013 - Present
Guggenheim Partners September 2012 - Present
Pleatco, LLC August 2011 - September 2012
Source One LLC January 2011 - June 2011
Nomura Securities June 2010 - August 2010
Education
Fordham University 2007 — 2011
BS, Finance
Tim Kenny's Guggenheim Partners Experience April 2005 - April 2015
Job IT Client Services Manager
Industry Packaging and Containers
Experience
Berlin Packaging April 2015 - Present
Guggenheim Partners April 2005 - April 2015
Electronic Data Systems (EDS) November 2000 - April 2005
SMITH BUCKLIN & ASSOCIATES September 1998 - November 2000
Skills
Project Management, Management, SharePoint, ITIL, XP, System Deployment, Project Planning, PMP, Technical Support, Databases, Hardware, Incident Management, Help Desk Support, Enterprise Software, Business Process, Training, Active Directory, Managed Services, Vendor Management, IT Strategy, Business Analysis, Software Installation, Process Improvement, IT Management, Software Documentation, Information Technology, Change Management, Strategy, IT Service Management, Team Leadership, Strategic Planning, Leadership, Integration
Education
DePaul University 2000 — 2000
Computer Career Certification Program
University of St. Thomas 1994 — 1998
B.S., Mass Communication and Journalism, Business Administration, Telecommunications and Broadcast Journalism
Berlin Packaging April 2015 - Present
Guggenheim Partners April 2005 - April 2015
Electronic Data Systems (EDS) November 2000 - April 2005
SMITH BUCKLIN & ASSOCIATES September 1998 - November 2000
Skills
Project Management, Management, SharePoint, ITIL, XP, System Deployment, Project Planning, PMP, Technical Support, Databases, Hardware, Incident Management, Help Desk Support, Enterprise Software, Business Process, Training, Active Directory, Managed Services, Vendor Management, IT Strategy, Business Analysis, Software Installation, Process Improvement, IT Management, Software Documentation, Information Technology, Change Management, Strategy, IT Service Management, Team Leadership, Strategic Planning, Leadership, Integration
Education
DePaul University 2000 — 2000
Computer Career Certification Program
University of St. Thomas 1994 — 1998
B.S., Mass Communication and Journalism, Business Administration, Telecommunications and Broadcast Journalism
Arjay Jensen's Guggenheim Partners Experience 2014 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 2014 - Present
Perella Weinberg Partners 2006 - 2014
Goldman Sachs 2000 - 2006
Education
Duke University - The Fuqua School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
University of Michigan 1990 — 1994
Bachelor's Degree
Guggenheim Partners 2014 - Present
Perella Weinberg Partners 2006 - 2014
Goldman Sachs 2000 - 2006
Education
Duke University - The Fuqua School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
University of Michigan 1990 — 1994
Bachelor's Degree
Michael Cottone's Guggenheim Partners Experience April 2013 - September 2013
Job Investment Analyst at Pavilion Advisory Group
Industry Financial Services
Experience
Pavilion Advisory Group September 2013 - Present
Guggenheim Partners April 2013 - September 2013
Guggenheim Partners June 2011 - March 2013
Guggenheim Partners June 2010 - June 2011
DePaul University August 2007 - June 2011
Prospect Airport Services June 2005 - June 2007
Skills
Management, Leadership, Investments, Asset Management, Portfolio Management, Finance, Microsoft Excel, Financial Modeling, Financial Analysis
Education
DePaul University 2007 — 2011
Bachelor of Science (B.S.), Honors Finance, 3.83
Pavilion Advisory Group September 2013 - Present
Guggenheim Partners April 2013 - September 2013
Guggenheim Partners June 2011 - March 2013
Guggenheim Partners June 2010 - June 2011
DePaul University August 2007 - June 2011
Prospect Airport Services June 2005 - June 2007
Skills
Management, Leadership, Investments, Asset Management, Portfolio Management, Finance, Microsoft Excel, Financial Modeling, Financial Analysis
Education
DePaul University 2007 — 2011
Bachelor of Science (B.S.), Honors Finance, 3.83
Gregory Rooney's Guggenheim Partners Experience June 2013 - June 2015
Job Executive Director at Instinet (A Nomura Company)
Industry Financial Services
Experience
Nomura June 2015 - Present
Guggenheim Partners June 2013 - June 2015
Citigroup 2009 - 2013
Skills
Derivatives, Capital Markets, CRM, Bloomberg, ETFs, Equities, Financial Risk, Hedge Funds, Mutual Funds, Risk Management, Trading
Education
Fordham University - Graduate School of Business Administration 2002 — 2004
Master of Business Administration (M.B.A.), Accounting
Nomura June 2015 - Present
Guggenheim Partners June 2013 - June 2015
Citigroup 2009 - 2013
Skills
Derivatives, Capital Markets, CRM, Bloomberg, ETFs, Equities, Financial Risk, Hedge Funds, Mutual Funds, Risk Management, Trading
Education
Fordham University - Graduate School of Business Administration 2002 — 2004
Master of Business Administration (M.B.A.), Accounting
Rob Haehnel's Guggenheim Partners Experience Senior AssociateGuggenheim Partners2010 - Present
Job Senior Associate at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners Senior AssociateGuggenheim Partners2010 - Present
Aon Corporation 2007 - 2010
Aon 2004 - 2007
Aon Corporation 2001 - 2004
Unitrin Services Company 1999 - 2001
CNA Insurance 1996 - 1999
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, PAM for Securities, Statutory Accounting, SEC Financial Reporting, Investments, BlackRock Aladdin, Accounting, Corporate Finance, Finance, US GAAP, Financial Planning, Financial Statements, Internal Controls, Treasury, Account Reconciliation
Education
DePaul University 1998 — 2002
MBA, Finance
Illinois State University 1988 — 1993
Bachelor of Science (B.S.), Accounting
Guggenheim Partners Senior AssociateGuggenheim Partners2010 - Present
Aon Corporation 2007 - 2010
Aon 2004 - 2007
Aon Corporation 2001 - 2004
Unitrin Services Company 1999 - 2001
CNA Insurance 1996 - 1999
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, PAM for Securities, Statutory Accounting, SEC Financial Reporting, Investments, BlackRock Aladdin, Accounting, Corporate Finance, Finance, US GAAP, Financial Planning, Financial Statements, Internal Controls, Treasury, Account Reconciliation
Education
DePaul University 1998 — 2002
MBA, Finance
Illinois State University 1988 — 1993
Bachelor of Science (B.S.), Accounting
Gagan Khanna's Guggenheim Partners Experience 2010 - Present
Job Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners 2010 - Present
Lazard Freres & Co. 2007 - 2010
Eastern Advisors 2006 - 2006
Lehman Brothers 2001 - 2005
Bain & Company 2000 - 2000
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Business Strategy, Financial Analysis, LBO, Investments, Restructuring, Management Consulting, Leveraged Finance
Education
The University of Chicago 2005 — 2007
MBA, Finance, Entrepreneurship
Davidson College 1997 — 2001
Bachelor of Arts, Economics
The London School of Economics and Political Science (LSE)
La Martiniere
Guggenheim Partners 2010 - Present
Lazard Freres & Co. 2007 - 2010
Eastern Advisors 2006 - 2006
Lehman Brothers 2001 - 2005
Bain & Company 2000 - 2000
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Business Strategy, Financial Analysis, LBO, Investments, Restructuring, Management Consulting, Leveraged Finance
Education
The University of Chicago 2005 — 2007
MBA, Finance, Entrepreneurship
Davidson College 1997 — 2001
Bachelor of Arts, Economics
The London School of Economics and Political Science (LSE)
La Martiniere
Richard Rowley's Guggenheim Partners Experience February 2012 - Present
Job Software Developer at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners February 2012 - Present
Seven Investment Management January 2011 - December 2011
Seven Investment Management May 2007 - August 2011
Zonal Retail Data Systems January 2007 - May 2007
Virgin Media 2006 - 2006
The University of Edinburgh September 2004 - September 2005
Skills
SQL Server, C#, SSRS, SQL, ASP, .NET, Analysis, jQuery, CSS, XML, IIS, ASP.NET, Visual Studio, TFS, XSLT, ASP.NET MVC, Windows, JavaScript, HTML, XP, Active Directory, Testing, Programming, ITIL, Software Development, Application Development, Microsoft Office, Documentation, Microsoft SQL Server, Windows Server, Software Documentation, Entity Framework, VB.NET
Education
Edinburgh Napier University 2001 — 2006
BEng Hons, Computer Networks & Distributed Systems
Stoke-on-Trent College 1999 — 2001
Advanced GNVQ, Information Technology
Guggenheim Partners February 2012 - Present
Seven Investment Management January 2011 - December 2011
Seven Investment Management May 2007 - August 2011
Zonal Retail Data Systems January 2007 - May 2007
Virgin Media 2006 - 2006
The University of Edinburgh September 2004 - September 2005
Skills
SQL Server, C#, SSRS, SQL, ASP, .NET, Analysis, jQuery, CSS, XML, IIS, ASP.NET, Visual Studio, TFS, XSLT, ASP.NET MVC, Windows, JavaScript, HTML, XP, Active Directory, Testing, Programming, ITIL, Software Development, Application Development, Microsoft Office, Documentation, Microsoft SQL Server, Windows Server, Software Documentation, Entity Framework, VB.NET
Education
Edinburgh Napier University 2001 — 2006
BEng Hons, Computer Networks & Distributed Systems
Stoke-on-Trent College 1999 — 2001
Advanced GNVQ, Information Technology
Justin Roski's Guggenheim Partners Experience December 2012 - Present
Job Pricing Analyst at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners December 2012 - Present
HFR Asset Management December 2010 - November 2012
HFR Asset Management June 2006 - December 2010
Skills
Risk Management, Due Diligence, Financial Modeling, Financial Analysis, Market Risk, Stress Testing, Portfolio Management, Portfolio Risk, Hedge Funds, Fund Of Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Investment Management, 3.92
Purdue University - Krannert School of Management 2002 — 2006
BS Accounting, Finance
Guggenheim Partners December 2012 - Present
HFR Asset Management December 2010 - November 2012
HFR Asset Management June 2006 - December 2010
Skills
Risk Management, Due Diligence, Financial Modeling, Financial Analysis, Market Risk, Stress Testing, Portfolio Management, Portfolio Risk, Hedge Funds, Fund Of Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Investment Management, 3.92
Purdue University - Krannert School of Management 2002 — 2006
BS Accounting, Finance
Alan Gordin's Guggenheim Partners Experience June 2015 - August 2015
Job MBA/MA Candidate at the Wharton School and Lauder Institute
Industry Financial Services
Experience
Guggenheim Partners June 2015 - August 2015
Bloomberg June 2011 - March 2014
Broad Street Capital Group May 2010 - August 2010
Ooo UKRMulch June 2009 - July 2009
Skills
Financial Modeling, Financial Markets, Credit Analysis, Bloomberg, Relationship Management, Finance, Project Finance, Fixed Income, Financial Analysis, Capital Markets, Structured Finance, Bloomberg Terminal, Mergers & Acquisitions, Derivatives, Valuation, International Business, Analysis, Credit, Bloomberg Data, Interviewing Skills, Screening Resumes, College Recruiting, FactSet, Investment Banking
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
The Lauder Institute – University of Pennsylvania 2014 — 2016
Master's Degree, International Studies
Emory University 2007 — 2011
BA, International Economics and Russian Language
Guggenheim Partners June 2015 - August 2015
Bloomberg June 2011 - March 2014
Broad Street Capital Group May 2010 - August 2010
Ooo UKRMulch June 2009 - July 2009
Skills
Financial Modeling, Financial Markets, Credit Analysis, Bloomberg, Relationship Management, Finance, Project Finance, Fixed Income, Financial Analysis, Capital Markets, Structured Finance, Bloomberg Terminal, Mergers & Acquisitions, Derivatives, Valuation, International Business, Analysis, Credit, Bloomberg Data, Interviewing Skills, Screening Resumes, College Recruiting, FactSet, Investment Banking
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
The Lauder Institute – University of Pennsylvania 2014 — 2016
Master's Degree, International Studies
Emory University 2007 — 2011
BA, International Economics and Russian Language
Greg Sidman's Guggenheim Partners Experience May 2014 - October 2014
Job J.D., UCLA School of Law
Industry Law Practice
Experience
Guggenheim Partners May 2014 - October 2014
Los Angeles County District Attorney's Office June 2012 - August 2012
Chambers of Judge Valerie Baker Fairbank January 2012 - April 2012
John Raphling Law Office October 2011 - April 2012
Samsung SDS July 2011 - August 2011
Skills
Litigation, Legal Research, Legal Issues, Legal Writing, Research, Westlaw, Motions
Education
UCLA School of Law 2011 — 2013
J.D., Law
Fordham University School of Law 2010 — 2013
UCLA 2004 — 2007
B.A., American Literature and Culture
Guggenheim Partners May 2014 - October 2014
Los Angeles County District Attorney's Office June 2012 - August 2012
Chambers of Judge Valerie Baker Fairbank January 2012 - April 2012
John Raphling Law Office October 2011 - April 2012
Samsung SDS July 2011 - August 2011
Skills
Litigation, Legal Research, Legal Issues, Legal Writing, Research, Westlaw, Motions
Education
UCLA School of Law 2011 — 2013
J.D., Law
Fordham University School of Law 2010 — 2013
UCLA 2004 — 2007
B.A., American Literature and Culture
Scott Downs's Guggenheim Partners Experience April 2012 - Present
Job Valuation Actuary at Guggenheim Partners
Industry Insurance
Experience
Guggenheim Partners April 2012 - Present
Transamerica Life Insurance Company October 2010 - April 2012
AEGON February 2003 - February 2012
ALICO May 1989 - February 2003
Skills
SAS, Valuation, Financial Reporting, Microsoft Excel, Access, Microsoft Office, Financial Analysis, Financial Modeling, Actuarial Science, Insurance, Reinsurance
Education
Elizabethtown College 1986 — 1988
B.S., Mathematics
Cumberland County College 1984 — 1986
A.A., Liberal Arts
Guggenheim Partners April 2012 - Present
Transamerica Life Insurance Company October 2010 - April 2012
AEGON February 2003 - February 2012
ALICO May 1989 - February 2003
Skills
SAS, Valuation, Financial Reporting, Microsoft Excel, Access, Microsoft Office, Financial Analysis, Financial Modeling, Actuarial Science, Insurance, Reinsurance
Education
Elizabethtown College 1986 — 1988
B.S., Mathematics
Cumberland County College 1984 — 1986
A.A., Liberal Arts
Sally Markiewicz's Guggenheim Partners Experience Managing directorBank of americaApril 1999 - 2009
Job Managing director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners Managing directorBank of americaApril 1999 - 2009
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA)
Wharton School, University of Pennsylvania
Bachelor of Science (BS)
Guggenheim Partners Managing directorBank of americaApril 1999 - 2009
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA)
Wharton School, University of Pennsylvania
Bachelor of Science (BS)
Chris LaTorre's Guggenheim Partners Experience December 2010 - January 2012
Job Managing Director Research Sales and Trading at WallachBeth Capital
Industry Capital Markets
Experience
WallachBeth Capital February 2013 - Present
Guggenheim Partners December 2010 - January 2012
WJB Capital January 2006 - November 2010
Cuttone & Co October 1999 - January 2006
Mark J. Muller October 1998 - October 1999
Skills
Series 7, series 55, series 63, Hedge Funds, Capital Markets, Risk Arbitrage, Equity Trading, Equity Research, Equity Derivatives, Valuation, Asset Managment, Bloomberg, Trading Systems, Trading, Equities
Education
Fairfield University 1987 — 1991
Bachelor of Arts Degree, English/Philosophy
WallachBeth Capital February 2013 - Present
Guggenheim Partners December 2010 - January 2012
WJB Capital January 2006 - November 2010
Cuttone & Co October 1999 - January 2006
Mark J. Muller October 1998 - October 1999
Skills
Series 7, series 55, series 63, Hedge Funds, Capital Markets, Risk Arbitrage, Equity Trading, Equity Research, Equity Derivatives, Valuation, Asset Managment, Bloomberg, Trading Systems, Trading, Equities
Education
Fairfield University 1987 — 1991
Bachelor of Arts Degree, English/Philosophy
Curt Steger's Guggenheim Partners Experience June 2011 - Present
Job Director of Financial Reporting at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2011 - Present
Lafayette Life Insurance Company December 2005 - June 2011
Conseco Companies August 1993 - December 2005
Education
Drake University 1990 — 1992
Bachelor's degree, Actuarial Science
Guggenheim Partners June 2011 - Present
Lafayette Life Insurance Company December 2005 - June 2011
Conseco Companies August 1993 - December 2005
Education
Drake University 1990 — 1992
Bachelor's degree, Actuarial Science
Pedro Muslera's Guggenheim Partners Experience September 2009 - March 2010
Job Student
Industry Financial Services
Experience
Florida Atlantic University August 2012 - Present
Guggenheim Partners Latin America, Inc September 2009 - August 2012
Guggenheim Partners September 2009 - March 2010
Perez Trading Company November 2008 - August 2009
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Mutual Funds, Fixed Income, Asset Managment, Equities, Bloomberg, Financial Modeling, Capital Markets, Investments
Education
FIU 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Florida Atlantic University
Florida Atlantic University August 2012 - Present
Guggenheim Partners Latin America, Inc September 2009 - August 2012
Guggenheim Partners September 2009 - March 2010
Perez Trading Company November 2008 - August 2009
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Mutual Funds, Fixed Income, Asset Managment, Equities, Bloomberg, Financial Modeling, Capital Markets, Investments
Education
FIU 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Florida Atlantic University
Madeline Bury's Guggenheim Partners Experience November 2014 - Present
Job Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners November 2014 - Present
BNY Mellon September 2012 - Present
Skills
Fixed Income
Education
DePaul University 2008 — 2012
Bachelor of Science (B.S.), Finance
Guggenheim Partners November 2014 - Present
BNY Mellon September 2012 - Present
Skills
Fixed Income
Education
DePaul University 2008 — 2012
Bachelor of Science (B.S.), Finance
Afzaal Qaiser's Guggenheim Partners Experience March 2009 - Present
Job Vice President, Information Technology at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2009 - Present
Skills
Data Center, Disaster Recovery, Virtualization, Servers, IT Strategy, IT Management, VMware, ITIL, Cisco Technologies, Microsoft Exchange, Enterprise Architecture, Vendor Management, Citrix, Active Directory, IT Operations, Project Management, Storage Area Networks, Capacity Planning, Cloud Computing, Information Technology
Education
DePaul University 1999 — 2000
Master's degree, Information Systems
Illinois Institute of Technology 1994 — 1998
Bachelor's degree, Electrical and Computer Engineering
Guggenheim Partners March 2009 - Present
Skills
Data Center, Disaster Recovery, Virtualization, Servers, IT Strategy, IT Management, VMware, ITIL, Cisco Technologies, Microsoft Exchange, Enterprise Architecture, Vendor Management, Citrix, Active Directory, IT Operations, Project Management, Storage Area Networks, Capacity Planning, Cloud Computing, Information Technology
Education
DePaul University 1999 — 2000
Master's degree, Information Systems
Illinois Institute of Technology 1994 — 1998
Bachelor's degree, Electrical and Computer Engineering
carlos zamora's Guggenheim Partners Experience August 2013 - January 2015
Job Financial Services Executive
Industry Investment Banking
Experience
Guggenheim Partners August 2013 - January 2015
RBC Capital Markets 2011 - 2013
Royal Bank of Scotland January 2010 - January 2011
Bank of America 2001 - 2009
JPMorgan Chase & Co. 1991 - 2001
irving trust 1983 - 1985
irving trust 1983 - 1985
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Securities, Bonds, Investment Banking, Financial Markets, Treasury, Bloomberg, Equities, Asset Management, Investments, Portfolio Management, Financial Modeling, Trading, Structured Products, Customer Service, Teamwork, Troubleshooting, Relationship Management, Relationship Building, Financial Services, Valuation, Risk Management, Emerging Markets
Education
Fordham University
Bachelor of Science (BS), Accounting and Finance
rye high school
Guggenheim Partners August 2013 - January 2015
RBC Capital Markets 2011 - 2013
Royal Bank of Scotland January 2010 - January 2011
Bank of America 2001 - 2009
JPMorgan Chase & Co. 1991 - 2001
irving trust 1983 - 1985
irving trust 1983 - 1985
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Securities, Bonds, Investment Banking, Financial Markets, Treasury, Bloomberg, Equities, Asset Management, Investments, Portfolio Management, Financial Modeling, Trading, Structured Products, Customer Service, Teamwork, Troubleshooting, Relationship Management, Relationship Building, Financial Services, Valuation, Risk Management, Emerging Markets
Education
Fordham University
Bachelor of Science (BS), Accounting and Finance
rye high school
eugene an's Guggenheim Partners Experience September 2008 - June 2015
Job Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2008 - June 2015
Skills
Financial Analysis, Risk Management, Investments, Finance, Financial Modeling, Mergers & Acquisitions, structured products, trading
Education
Emory University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Economics
Guggenheim Partners September 2008 - June 2015
Skills
Financial Analysis, Risk Management, Investments, Finance, Financial Modeling, Mergers & Acquisitions, structured products, trading
Education
Emory University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Economics
Janak Soni's Guggenheim Partners Experience August 2015 - Present
Job IT Procurement Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2015 - Present
DeVry Education Group May 2013 - July 2015
DeVry Education Group January 2011 - April 2013
Education
DeVry University 2008 — 2010
Bachelor of Business Administration (B.B.A.)
Guggenheim Partners August 2015 - Present
DeVry Education Group May 2013 - July 2015
DeVry Education Group January 2011 - April 2013
Education
DeVry University 2008 — 2010
Bachelor of Business Administration (B.B.A.)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.