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
Aaron Doyle Ong Aaron Doyle Ong's Guggenheim Partners Experience December 2014 - Present
Job Desktop and Server Support
Industry Information Technology and Services
Experience
Guggenheim Partners December 2014 - Present
USIC January 2015 - April 2015
Pedcor Investments October 2014 - December 2014
Ivy Tech Community College August 2011 - December 2014
Ivy Tech Community College August 2011 - December 2014
ADESA June 2014 - August 2014
UnitedHealthOne February 2014 - June 2014
National Government Services January 2014 - February 2014
Smart IT / November 2013 - January 2014
Eskenazi Health November 2013 - January 2014
Skills
Business Intelligence, Budgeting, Team Building, Business Analysis, Business Strategy, Business Planning, Business Management, Online Marketing, Social Media, Microsoft Office, Employee Relations, Leadership Development, Negotiation, Networking, Coaching, Resume Writing, Management, Recruiting, Social Networking, Budgets, Customer Service, Information Technology, Windows 7 Migration, End User Training, Customer Relations, Contract Negotiation, Education, Logistics, Team Leadership, Windows, Word, Writing, Web Development, Web Services, Wireless, Sales Management, Sales, Program Management, Teamwork, Outlook, Leadership, Customer Satisfaction, System Administration, Time Management, Project Planning, Administration, Training, Team Management, Marketing, Human Resources
Education
Ivy Tech Community College 2011 — 2014
Associates of Applied Science, Computer Information Technology, 3.5
Ivy Tech Corporate College 2012 — 2012
CompTIA A+, Server+, Network+ Certifications, Computer Technology
Fort Hayes High School 1991 — 1992
College Prep, Music
Beechcroft H.S. 1989 — 1992
High School
Guggenheim Partners December 2014 - Present
USIC January 2015 - April 2015
Pedcor Investments October 2014 - December 2014
Ivy Tech Community College August 2011 - December 2014
Ivy Tech Community College August 2011 - December 2014
ADESA June 2014 - August 2014
UnitedHealthOne February 2014 - June 2014
National Government Services January 2014 - February 2014
Smart IT / November 2013 - January 2014
Eskenazi Health November 2013 - January 2014
Skills
Business Intelligence, Budgeting, Team Building, Business Analysis, Business Strategy, Business Planning, Business Management, Online Marketing, Social Media, Microsoft Office, Employee Relations, Leadership Development, Negotiation, Networking, Coaching, Resume Writing, Management, Recruiting, Social Networking, Budgets, Customer Service, Information Technology, Windows 7 Migration, End User Training, Customer Relations, Contract Negotiation, Education, Logistics, Team Leadership, Windows, Word, Writing, Web Development, Web Services, Wireless, Sales Management, Sales, Program Management, Teamwork, Outlook, Leadership, Customer Satisfaction, System Administration, Time Management, Project Planning, Administration, Training, Team Management, Marketing, Human Resources
Education
Ivy Tech Community College 2011 — 2014
Associates of Applied Science, Computer Information Technology, 3.5
Ivy Tech Corporate College 2012 — 2012
CompTIA A+, Server+, Network+ Certifications, Computer Technology
Fort Hayes High School 1991 — 1992
College Prep, Music
Beechcroft H.S. 1989 — 1992
High School
Jay Harron Jay Harron's Guggenheim Partners Experience January 2004 - December 2005
Job President at Metro Storage International
Industry Financial Services
Experience
Metro Storage LLC October 2013 - Present
Metro Storage International May 2012 - Present
Equity International June 2007 - 2011
The Yucaipa Companies January 2006 - June 2007
Guggenheim Partners January 2004 - December 2005
UBS Investment Bank April 2001 - 2003
Donaldson, Lufkin & Jenrette July 1998 - April 2001
Lehman Brothers July 1994 - June 1996
Skills
Alternative Investments, Due Diligence, Analysis, Equities, Finance, Financial Structuring, Investment Strategies, Investments, Mergers, Portfolio Management, Private Equity, Real Estate, Valuation
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
Georgetown University 1991 — 1993
BA, Government
St. Joseph's Preparatory School 1985 — 1989
High School Diploma
Metro Storage LLC October 2013 - Present
Metro Storage International May 2012 - Present
Equity International June 2007 - 2011
The Yucaipa Companies January 2006 - June 2007
Guggenheim Partners January 2004 - December 2005
UBS Investment Bank April 2001 - 2003
Donaldson, Lufkin & Jenrette July 1998 - April 2001
Lehman Brothers July 1994 - June 1996
Skills
Alternative Investments, Due Diligence, Analysis, Equities, Finance, Financial Structuring, Investment Strategies, Investments, Mergers, Portfolio Management, Private Equity, Real Estate, Valuation
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
Georgetown University 1991 — 1993
BA, Government
St. Joseph's Preparatory School 1985 — 1989
High School Diploma
Amy (Harshbarger) Potter Amy (Harshbarger) Potter's Guggenheim Partners Experience December 2014 - Present
Job Vice President, Counsel at Guggenheim Partners
Industry Law Practice
Experience
Guggenheim Partners December 2014 - Present
Sidley Austin LLP September 2012 - November 2014
Northwestern University School of Law August 2009 - May 2012
Accenture October 2007 - August 2009
Education
Northwestern University School of Law 2010 — 2012
JD
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Business
Guggenheim Partners December 2014 - Present
Sidley Austin LLP September 2012 - November 2014
Northwestern University School of Law August 2009 - May 2012
Accenture October 2007 - August 2009
Education
Northwestern University School of Law 2010 — 2012
JD
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Business
Eric Ewen Eric Ewen's Guggenheim Partners Experience August 2014 - February 2015
Job SharePoint Architect/Senior Developer currently looking for contracts in the Chicago loop area
Industry Information Technology and Services
Experience
Guggenheim Partners August 2014 - February 2015
Lochner August 2014 - December 2014
BridgePoint Technologies, LLC May 2013 - June 2014
PointBridge August 2010 - March 2013
PSC Group, LLC August 2008 - August 2010
Hupp Information Technologies January 2007 - August 2008
TRS (Teachers Retirement Services) July 2006 - December 2006
ANPI March 2006 - June 2006
Accenture September 2005 - January 2006
Worldwide Logistics Solutions March 2005 - September 2005
Skills
SharePoint, .NET, VB.NET, Microsoft Office..., JavaScript, Crystal Reports, Silverlight, ASP.NET, XML, ASP, Web Services, Microsoft SQL Server, Databases, SQL, Visual Studio, Web Development, SDLC, SharePoint Server
Education
Illinois State University 2002 — 2003
Center for Information Systems Technology (InfoTech)
Purdue University 1997 — 1999
Computer and Electrical Engineering
Guggenheim Partners August 2014 - February 2015
Lochner August 2014 - December 2014
BridgePoint Technologies, LLC May 2013 - June 2014
PointBridge August 2010 - March 2013
PSC Group, LLC August 2008 - August 2010
Hupp Information Technologies January 2007 - August 2008
TRS (Teachers Retirement Services) July 2006 - December 2006
ANPI March 2006 - June 2006
Accenture September 2005 - January 2006
Worldwide Logistics Solutions March 2005 - September 2005
Skills
SharePoint, .NET, VB.NET, Microsoft Office..., JavaScript, Crystal Reports, Silverlight, ASP.NET, XML, ASP, Web Services, Microsoft SQL Server, Databases, SQL, Visual Studio, Web Development, SDLC, SharePoint Server
Education
Illinois State University 2002 — 2003
Center for Information Systems Technology (InfoTech)
Purdue University 1997 — 1999
Computer and Electrical Engineering
David Richman David Richman's Guggenheim Partners Experience September 2015 - Present
Job Director at Guggenheim Partners
Industry Venture Capital & Private Equity
Experience
Guggenheim Partners September 2015 - Present
Glade Brook Capital Partners LLC April 2015 - Present
GE Capital September 2012 - September 2015
D Cubed Group LLC June 2011 - June 2012
The Carlyle Group January 2011 - February 2011
Fenway Partners March 2005 - February 2010
Brera Capital Partners 2004 - 2005
UBS Investment Bank 2001 - 2004
Skills
Private Equity, Mergers, Leveraged Finance, Budgeting, Investment Banking, Private Companies, Acquisition Analysis, Due Diligence, M&A due diligence, M&A experience, Strategic Planning, Business Strategy, Credit Analysis, Operational Excellence, Negotiation, Mergers & Acquisitions, LBO, Budgets, Valuation, Business Valuation, Financial Analysis, Finance, Restructuring, Structured Finance, Portfolio Management, Mezzanine, Start-ups, Acquisitions, Growth Capital, Corporate Finance, Venture Capital, Corporate Development, Financial Modeling, Capital Markets, Hedge Funds
Education
Georgetown University 1998 — 2001
A.B., Economics
Freehold Township High School
Guggenheim Partners September 2015 - Present
Glade Brook Capital Partners LLC April 2015 - Present
GE Capital September 2012 - September 2015
D Cubed Group LLC June 2011 - June 2012
The Carlyle Group January 2011 - February 2011
Fenway Partners March 2005 - February 2010
Brera Capital Partners 2004 - 2005
UBS Investment Bank 2001 - 2004
Skills
Private Equity, Mergers, Leveraged Finance, Budgeting, Investment Banking, Private Companies, Acquisition Analysis, Due Diligence, M&A due diligence, M&A experience, Strategic Planning, Business Strategy, Credit Analysis, Operational Excellence, Negotiation, Mergers & Acquisitions, LBO, Budgets, Valuation, Business Valuation, Financial Analysis, Finance, Restructuring, Structured Finance, Portfolio Management, Mezzanine, Start-ups, Acquisitions, Growth Capital, Corporate Finance, Venture Capital, Corporate Development, Financial Modeling, Capital Markets, Hedge Funds
Education
Georgetown University 1998 — 2001
A.B., Economics
Freehold Township High School
Ksenia Kolchatova Ksenia Kolchatova's Guggenheim Partners Experience February 2012 - July 2012
Job Administrative Assistant
Industry Investment Management
Experience
Guggenheim Partners February 2012 - July 2012
NEPC, LLC February 2011 - January 2012
General Motors November 2009 - July 2010
General Motors April 2008 - October 2009
Skills
Training, ISO, Process Improvement, Lotus Notes, Internal Audit, Microsoft Excel, Team Building, Auditing, Iso 9000, Business Planning, Budgets, Kaizen, Administrative..., Factory, Quality System, Microsoft Office, Project Planning, Purchasing, Lean Manufacturing, SAP, Business Process..., Six Sigma, 5S, Access, Analysis, Automotive, Continuous Improvement, Data Analysis, Databases, Inventory Management, Leadership, Quality Assurance, Manufacturing, Process Engineering, Quality Control, Quality Management, Root Cause Analysis, Software Documentation, Supervisory Skills, Visio, Procurement
Education
Linguistics University of Nizhny Novgorod (LUNN) 2001 — 2007
Bachelor's degree, English, Teaching
Guggenheim Partners February 2012 - July 2012
NEPC, LLC February 2011 - January 2012
General Motors November 2009 - July 2010
General Motors April 2008 - October 2009
Skills
Training, ISO, Process Improvement, Lotus Notes, Internal Audit, Microsoft Excel, Team Building, Auditing, Iso 9000, Business Planning, Budgets, Kaizen, Administrative..., Factory, Quality System, Microsoft Office, Project Planning, Purchasing, Lean Manufacturing, SAP, Business Process..., Six Sigma, 5S, Access, Analysis, Automotive, Continuous Improvement, Data Analysis, Databases, Inventory Management, Leadership, Quality Assurance, Manufacturing, Process Engineering, Quality Control, Quality Management, Root Cause Analysis, Software Documentation, Supervisory Skills, Visio, Procurement
Education
Linguistics University of Nizhny Novgorod (LUNN) 2001 — 2007
Bachelor's degree, English, Teaching
AnnMarie Schweizer AnnMarie Schweizer's Guggenheim Partners Experience September 2010 - Present
Job Accounting Manager at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners September 2010 - Present
Progress Energy January 2010 - August 2010
Marc Jacobs June 2008 - August 2009
Deloitte July 2005 - June 2008
Margolin, Winer & Evens LLP November 2003 - June 2005
Skills
Microsoft Excel, Microsoft Office 2007, Hyperion HFM, Great Plains Software, Business Objects, Workday, Blue Cherry, Microsoft Atlas, Oracle Applications, CPA, Account Reconciliation, Corporate Tax, Financial Reporting, SEC filings, Strategic Financial..., Internal Controls, General Ledger
Education
Long Island University, C.W. Post Campus 2000 — 2003
Bachelor of Science (BS), Accounting
Guggenheim Partners September 2010 - Present
Progress Energy January 2010 - August 2010
Marc Jacobs June 2008 - August 2009
Deloitte July 2005 - June 2008
Margolin, Winer & Evens LLP November 2003 - June 2005
Skills
Microsoft Excel, Microsoft Office 2007, Hyperion HFM, Great Plains Software, Business Objects, Workday, Blue Cherry, Microsoft Atlas, Oracle Applications, CPA, Account Reconciliation, Corporate Tax, Financial Reporting, SEC filings, Strategic Financial..., Internal Controls, General Ledger
Education
Long Island University, C.W. Post Campus 2000 — 2003
Bachelor of Science (BS), Accounting
Matt Klarberg's Guggenheim Partners Experience January 2007 - August 2008
Job VP at Monarch Wealth & Business Management, LLC
Industry Financial Services
Experience
Monarch Wealth & Business Management, LLC January 2010 - Present
Massey Quick & Co., LLC September 2008 - December 2009
Guggenheim Partners January 2007 - August 2008
Skills
Alternative Investments, Investment Management, Fund Of Funds, High Net Worth..., Social Media, Financial Modeling, Strategic Planning, Investment Banking, Private Equity, Hedge Funds, Marketing, Tax Advisory, Sports Marketing, Entertainment Industry, Motorsports, Branding & Identity, Portfolio Management, Asset Allocation, Investments
Education
Indiana University Bloomington 2002 — 2006
Finance, Sports Communication
Monarch Wealth & Business Management, LLC January 2010 - Present
Massey Quick & Co., LLC September 2008 - December 2009
Guggenheim Partners January 2007 - August 2008
Skills
Alternative Investments, Investment Management, Fund Of Funds, High Net Worth..., Social Media, Financial Modeling, Strategic Planning, Investment Banking, Private Equity, Hedge Funds, Marketing, Tax Advisory, Sports Marketing, Entertainment Industry, Motorsports, Branding & Identity, Portfolio Management, Asset Allocation, Investments
Education
Indiana University Bloomington 2002 — 2006
Finance, Sports Communication
Kaitlin Sandor's Guggenheim Partners Experience August 2015 - Present
Job Equity Research Associate
Industry Biotechnology
Experience
Guggenheim Partners August 2015 - Present
Clarion Healthcare September 2014 - August 2015
edX May 2013 - December 2013
Harvard University August 2012 - December 2013
Harvard University January 2010 - September 2013
Harvard University September 2010 - May 2013
Skills
Teaching, Research, Science, Statistics, Higher Education, Qualitative Research, Nonprofits, University Teaching, Program Evaluation, Laboratory, Data Analysis, Stem Cell Research, Cognitive Psychology, Microsoft Word
Education
Harvard University 2009 — 2013
Bachelor of Arts (BA), Human Developmental and Regenerative Biology with a secondary in Psychology
Guggenheim Partners August 2015 - Present
Clarion Healthcare September 2014 - August 2015
edX May 2013 - December 2013
Harvard University August 2012 - December 2013
Harvard University January 2010 - September 2013
Harvard University September 2010 - May 2013
Skills
Teaching, Research, Science, Statistics, Higher Education, Qualitative Research, Nonprofits, University Teaching, Program Evaluation, Laboratory, Data Analysis, Stem Cell Research, Cognitive Psychology, Microsoft Word
Education
Harvard University 2009 — 2013
Bachelor of Arts (BA), Human Developmental and Regenerative Biology with a secondary in Psychology
Stephen Marchica Stephen Marchica's Guggenheim Partners Experience October 2014 - Present
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2014 - Present
Wells Fargo Capital Finance July 2014 - October 2014
Wells Fargo Capital Finance July 2012 - July 2014
Wells Fargo Capital Finance June 2011 - May 2012
J.P. Morgan Securities June 2010 - August 2010
Skills
Portfolio Management, Financial Modeling, Microsoft Excel, Investments, Valuation
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration, Finance
Saint Louis University- Madrid 2011 — 2011
Guggenheim Partners October 2014 - Present
Wells Fargo Capital Finance July 2014 - October 2014
Wells Fargo Capital Finance July 2012 - July 2014
Wells Fargo Capital Finance June 2011 - May 2012
J.P. Morgan Securities June 2010 - August 2010
Skills
Portfolio Management, Financial Modeling, Microsoft Excel, Investments, Valuation
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration, Finance
Saint Louis University- Madrid 2011 — 2011
Cristian Yugsi Cristian Yugsi's Guggenheim Partners Experience April 2014 - Present
Job Graduate Student
Industry Architecture & Planning
Experience
Guggenheim Partners April 2014 - Present
Fragomen, Del Rey, Bernsen & Loewy January 2014 - April 2014
Manuel Solis Law Firm August 2013 - January 2014
Council on Hemispheric Affairs June 2013 - July 2013
Institute for Health Research and Policy July 2012 - June 2013
School for International Training July 2012 - May 2013
Saint Augustine College June 2012 - August 2012
Metropolitan Parking May 2011 - August 2011
UIC Office of Access and Equity June 2010 - November 2010
Skills
Spanish, Latin America, International Relations, Quantitative Research, Public Policy, Quantitative Coding, Qualitative Research, Transcribing, SketchUp, AutoCAD, Rhino, Adobe Creative Suite, Nonprofits, Social Media
Education
Illinois Institute of Technology 2014 — 2017
Master of Architecture (M.Arch.), Architecture
University of Illinois at Chicago 2008 — 2013
Bachelors of the Arts, Sociology, Philosophy
Guggenheim Partners April 2014 - Present
Fragomen, Del Rey, Bernsen & Loewy January 2014 - April 2014
Manuel Solis Law Firm August 2013 - January 2014
Council on Hemispheric Affairs June 2013 - July 2013
Institute for Health Research and Policy July 2012 - June 2013
School for International Training July 2012 - May 2013
Saint Augustine College June 2012 - August 2012
Metropolitan Parking May 2011 - August 2011
UIC Office of Access and Equity June 2010 - November 2010
Skills
Spanish, Latin America, International Relations, Quantitative Research, Public Policy, Quantitative Coding, Qualitative Research, Transcribing, SketchUp, AutoCAD, Rhino, Adobe Creative Suite, Nonprofits, Social Media
Education
Illinois Institute of Technology 2014 — 2017
Master of Architecture (M.Arch.), Architecture
University of Illinois at Chicago 2008 — 2013
Bachelors of the Arts, Sociology, Philosophy
Katie Avers Katie Avers's Guggenheim Partners Experience 2010 - 2011
Job Hybrid Events Manager at Solution Tree
Industry Publishing
Experience
Solution Tree January 2014 - Present
Solution Tree June 2012 - January 2014
Solution Tree April 2011 - June 2012
Guggenheim Partners 2010 - 2011
Indiana University Career Development Center August 2009 - May 2010
Bella Donna Boutique January 2008 - January 2009
Habitat for Humanity August 2005 - June 2006
Skills
Public Speaking, Event Planning, Microsoft Excel, Microsoft Office, Organization, Coordinating Events, Staff Coordination, Prioritize Workload, Training, Staff Development, Marketing, Sales, Budgets, PowerPoint, Editing, Management, Social Media, Newsletters, Leadership
Education
Indiana University 2006 — 2010
Bachelor of Arts, Communication and Culture
Indiana University Bloomington 2006 — 2010
BS, Communication and Culture
The Australian National University 2009 — 2009
Solution Tree January 2014 - Present
Solution Tree June 2012 - January 2014
Solution Tree April 2011 - June 2012
Guggenheim Partners 2010 - 2011
Indiana University Career Development Center August 2009 - May 2010
Bella Donna Boutique January 2008 - January 2009
Habitat for Humanity August 2005 - June 2006
Skills
Public Speaking, Event Planning, Microsoft Excel, Microsoft Office, Organization, Coordinating Events, Staff Coordination, Prioritize Workload, Training, Staff Development, Marketing, Sales, Budgets, PowerPoint, Editing, Management, Social Media, Newsletters, Leadership
Education
Indiana University 2006 — 2010
Bachelor of Arts, Communication and Culture
Indiana University Bloomington 2006 — 2010
BS, Communication and Culture
The Australian National University 2009 — 2009
Frank Hopkins Frank Hopkins's Guggenheim Partners Experience October 2013 - Present
Job Staff Analyst of Fund Tax
Industry Accounting
Experience
Guggenheim Partners October 2013 - Present
Kohl's Department Stores July 2012 - May 2013
Lewis University May 2012 - May 2013
Lewis University August 2010 - May 2012
Lewis University October 2009 - March 2010
Skills
Microsoft Office, Microsoft Excel, Access, Microsoft Publisher, Visio, Photoshop, Social Networking, QuickBooks, Leadership
Education
Lewis University 2009 — 2013
Bachelor of Science (B.S.), Accounting, 3.14
Guggenheim Partners October 2013 - Present
Kohl's Department Stores July 2012 - May 2013
Lewis University May 2012 - May 2013
Lewis University August 2010 - May 2012
Lewis University October 2009 - March 2010
Skills
Microsoft Office, Microsoft Excel, Access, Microsoft Publisher, Visio, Photoshop, Social Networking, QuickBooks, Leadership
Education
Lewis University 2009 — 2013
Bachelor of Science (B.S.), Accounting, 3.14
Michelle Minnich's Guggenheim Partners Experience May 2015 - Present
Job Legal Assistant at Guggenheim Partners
Industry Writing and Editing
Experience
Guggenheim Partners May 2015 - Present
Green Key Resources December 2014 - May 2015
Realty Direct, LLC December 2013 - October 2014
Ameritech Construction Corporation October 2013 - December 2013
American Pool Enterprises, Inc July 2013 - September 2013
Community Pool Service, Inc. May 2013 - July 2013
Kilimanjaro Christian Medical Centre September 2012 - July 2013
The Intuitive Group, Inc. November 2012 - May 2013
AkariTutoring September 2012 - November 2012
Total Wine & More September 2012 - November 2012
Skills
Technical Writing, Proposal Writing, Research, Creative Writing, Editing, Windows 7, Microsoft Office, PowerPoint, Mac OS X, Wordpress, Public Speaking, Event Planning, Public Relations, Social Media, Retail, Customer Service, First Aid, OS X, Copy Editing, Higher Education, CPR, Blogging, Certified Pool Operator, Management, Leadership, Facebook, Microsoft Word
Education
George Mason University 2012 — 2015
Master's Degree, English Literature (British and Commonwealth)
Virginia Polytechnic Institute and State University (Virginia Tech) 2008 — 2012
Bachelor of Arts, English, Concentration in Creative Writing
Commonwealth Governor's School 2004 — 2005
Guggenheim Partners May 2015 - Present
Green Key Resources December 2014 - May 2015
Realty Direct, LLC December 2013 - October 2014
Ameritech Construction Corporation October 2013 - December 2013
American Pool Enterprises, Inc July 2013 - September 2013
Community Pool Service, Inc. May 2013 - July 2013
Kilimanjaro Christian Medical Centre September 2012 - July 2013
The Intuitive Group, Inc. November 2012 - May 2013
AkariTutoring September 2012 - November 2012
Total Wine & More September 2012 - November 2012
Skills
Technical Writing, Proposal Writing, Research, Creative Writing, Editing, Windows 7, Microsoft Office, PowerPoint, Mac OS X, Wordpress, Public Speaking, Event Planning, Public Relations, Social Media, Retail, Customer Service, First Aid, OS X, Copy Editing, Higher Education, CPR, Blogging, Certified Pool Operator, Management, Leadership, Facebook, Microsoft Word
Education
George Mason University 2012 — 2015
Master's Degree, English Literature (British and Commonwealth)
Virginia Polytechnic Institute and State University (Virginia Tech) 2008 — 2012
Bachelor of Arts, English, Concentration in Creative Writing
Commonwealth Governor's School 2004 — 2005
C. Jerry Sullivan C. Jerry Sullivan's Guggenheim Partners Experience July 2015 - Present
Job Equity Research Associate Retail at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners July 2015 - Present
PwC August 2012 - July 2015
Anant Corporation August 2011 - August 2012
Skills
Financial Modeling, Financial Services, Strategy, Accounting, SQL, Capital Markets, Investment Banking, Financial Analysis, Visual Basic, Data Mining, Asset Management, Analysis, MS Project, Argus Modeling
Education
Georgetown University 2008 — 2012
Bachelor of Science (B.S.), Finance
Bergen Catholic High School 2004 — 2008
Guggenheim Partners July 2015 - Present
PwC August 2012 - July 2015
Anant Corporation August 2011 - August 2012
Skills
Financial Modeling, Financial Services, Strategy, Accounting, SQL, Capital Markets, Investment Banking, Financial Analysis, Visual Basic, Data Mining, Asset Management, Analysis, MS Project, Argus Modeling
Education
Georgetown University 2008 — 2012
Bachelor of Science (B.S.), Finance
Bergen Catholic High School 2004 — 2008
Ramin Madani Ramin Madani's Guggenheim Partners Experience March 2013 - Present
Job Financial Analyst at Guggenheim Partners, CFA Level III Candidate
Industry Financial Services
Experience
Guggenheim Partners March 2013 - Present
PepsiCo February 2012 - February 2013
optionMONSTER September 2011 - March 2012
MB Financial Bank May 2011 - August 2011
Skills
AS400, Moody's RiskAnalyst..., German, Farsi, Microsoft Office, Excel, Soccer, Microsoft Excel
Education
Loyola University of Chicago 2009 — 2011
Bachelor of Business Administration, Finance
Oakton Community College 2006 — 2009
Guggenheim Partners March 2013 - Present
PepsiCo February 2012 - February 2013
optionMONSTER September 2011 - March 2012
MB Financial Bank May 2011 - August 2011
Skills
AS400, Moody's RiskAnalyst..., German, Farsi, Microsoft Office, Excel, Soccer, Microsoft Excel
Education
Loyola University of Chicago 2009 — 2011
Bachelor of Business Administration, Finance
Oakton Community College 2006 — 2009
Steven Blemker's Guggenheim Partners Experience January 2014 - Present
Job Team Leader 1 at BNY Mellon
Industry Financial Services
Experience
Guggenheim Partners January 2014 - Present
BNY Mellon July 2012 - January 2014
BNY Mellon April 2011 - July 2012
Treesdale Golf & Country Club May 2008 - December 2011
Skills
Financial Analysis, Customer Service, Team Leadership, Account Reconciliation, Internal Audit
Education
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Finance, General
Pine Richland High School 2002 — 2006
High School Degree, General
Guggenheim Partners January 2014 - Present
BNY Mellon July 2012 - January 2014
BNY Mellon April 2011 - July 2012
Treesdale Golf & Country Club May 2008 - December 2011
Skills
Financial Analysis, Customer Service, Team Leadership, Account Reconciliation, Internal Audit
Education
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Finance, General
Pine Richland High School 2002 — 2006
High School Degree, General
Cameron A. Lochhead's Guggenheim Partners Experience 1998 - 2005
Job Institutional Sales and Relationship Management
Industry Investment Management
Experience
Russell Investments August 2005 - Present
Guggenheim Partners 1998 - 2005
Emerging Markets Information Service - EMIS 1996 - 1998
Thomson Financial 1986 - 1996
Technology Financial Services, Inc 1985 - 1986
Kidder Peabody & Co. 1982 - 1985
Skills
Management, Marketing, Asset Management, Hedge Funds, Equities, Series 7, Investments, Fixed Income, Series 63, Securities, Portfolio Management, Capital Markets, Investment Management, Financial Analysis, Fund Of Funds, Investment Strategies, Institutional, Asset Managment, Alternative Investments, Private Equity, Institutional Sales, Sales Management, Institutional...
Education
Hobart and William Smith Colleges 1978 — 1982
B.A., English
University of Virginia Darden School of Business
Young Managers Program
Harvard University 1991 — 1992
Information Technology
West Essex High School 1974 — 1978
Russell Investments August 2005 - Present
Guggenheim Partners 1998 - 2005
Emerging Markets Information Service - EMIS 1996 - 1998
Thomson Financial 1986 - 1996
Technology Financial Services, Inc 1985 - 1986
Kidder Peabody & Co. 1982 - 1985
Skills
Management, Marketing, Asset Management, Hedge Funds, Equities, Series 7, Investments, Fixed Income, Series 63, Securities, Portfolio Management, Capital Markets, Investment Management, Financial Analysis, Fund Of Funds, Investment Strategies, Institutional, Asset Managment, Alternative Investments, Private Equity, Institutional Sales, Sales Management, Institutional...
Education
Hobart and William Smith Colleges 1978 — 1982
B.A., English
University of Virginia Darden School of Business
Young Managers Program
Harvard University 1991 — 1992
Information Technology
West Essex High School 1974 — 1978
Yusha Faruque Yusha Faruque's Guggenheim Partners Experience March 2013 - March 2015
Job VP at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group August 2015 - Present
Guggenheim Partners March 2013 - March 2015
RBS Global Banking & Markets July 2009 - March 2013
UBS Investment Bank October 2008 - July 2009
Kraft Foods March 2008 - September 2008
Kraft Foods March 2007 - March 2008
Skills
Business Process..., Activity Based Costing, Business Process..., Indirect Expense..., Trend Analyisis &..., Project Valuation &..., Headcount Allocation..., Forecasting, Direct Expense..., Financial Strategy, Financial Systems, Legal Entity Transfer..., Long Range Planning, Earning Variance..., Product Pricing Analysis, Break-even Analysis, Business Process..., Cost Analysis &..., Budget Management, FInancial and Stretegic..., Budget Development, Financial Modeling, Capital Markets, Corporate Finance, Fixed & Variable..., SME - Reporting Systems..., Ad Hoc Reporting, Investment Banking, Hedge Funds, SME management, Trading, Financial Analysis, Finance, Banking, Valuation, Derivatives, Bloomberg, Fixed Income, Investments, SME Banking, Financial Reporting
Education
Iona College 2007 — 2008
MBA, Finance
Iona College 2004 — 2006
BBA, Finance
Fortress Investment Group August 2015 - Present
Guggenheim Partners March 2013 - March 2015
RBS Global Banking & Markets July 2009 - March 2013
UBS Investment Bank October 2008 - July 2009
Kraft Foods March 2008 - September 2008
Kraft Foods March 2007 - March 2008
Skills
Business Process..., Activity Based Costing, Business Process..., Indirect Expense..., Trend Analyisis &..., Project Valuation &..., Headcount Allocation..., Forecasting, Direct Expense..., Financial Strategy, Financial Systems, Legal Entity Transfer..., Long Range Planning, Earning Variance..., Product Pricing Analysis, Break-even Analysis, Business Process..., Cost Analysis &..., Budget Management, FInancial and Stretegic..., Budget Development, Financial Modeling, Capital Markets, Corporate Finance, Fixed & Variable..., SME - Reporting Systems..., Ad Hoc Reporting, Investment Banking, Hedge Funds, SME management, Trading, Financial Analysis, Finance, Banking, Valuation, Derivatives, Bloomberg, Fixed Income, Investments, SME Banking, Financial Reporting
Education
Iona College 2007 — 2008
MBA, Finance
Iona College 2004 — 2006
BBA, Finance
Jeffrey Friedman's Guggenheim Partners Experience September 2012 - June 2014
Job Co Owner at Cycle & Row
Industry Health, Wellness and Fitness
Experience
Cycle & Row July 2014 - Present
Guggenheim Partners September 2012 - June 2014
Bank of America Merrill Lynch July 2010 - August 2012
The Jordan, Edmiston Group, Inc. May 2009 - August 2009
Marsh & McLennan Companies, Inc. April 2007 - July 2008
Marsh & McLennan Companies, Inc. July 2003 - March 2007
Skills
Investment Banking, Valuation, Financial Modeling, M&A experience, Financial Analysis, Risk Management, Mergers, Private Equity, Due Diligence, Media & Entertainment, Strategy, Mergers & Acquisitions, Entrepreneurship, Corporate Finance, Capital Markets, Bloomberg, Equities, Credit Analysis, Alternative Investments, Fixed Income, New Business Development, Debt & Equity Financing
Education
Yale University - Yale School of Management 2008 — 2010
Master of Business Administration
Georgetown University 1999 — 2003
Bachelor of Science, Business Administration, Finance and International Business
Cycle & Row July 2014 - Present
Guggenheim Partners September 2012 - June 2014
Bank of America Merrill Lynch July 2010 - August 2012
The Jordan, Edmiston Group, Inc. May 2009 - August 2009
Marsh & McLennan Companies, Inc. April 2007 - July 2008
Marsh & McLennan Companies, Inc. July 2003 - March 2007
Skills
Investment Banking, Valuation, Financial Modeling, M&A experience, Financial Analysis, Risk Management, Mergers, Private Equity, Due Diligence, Media & Entertainment, Strategy, Mergers & Acquisitions, Entrepreneurship, Corporate Finance, Capital Markets, Bloomberg, Equities, Credit Analysis, Alternative Investments, Fixed Income, New Business Development, Debt & Equity Financing
Education
Yale University - Yale School of Management 2008 — 2010
Master of Business Administration
Georgetown University 1999 — 2003
Bachelor of Science, Business Administration, Finance and International Business
Kristopher Maleski's Guggenheim Partners Experience February 2011 - December 2013
Job Investment Analyst
Industry Financial Services
Experience
Strategic Financial Associates, LLC September 2015 - Present
Strategic Wealth Management Group LLC January 2014 - August 2015
Guggenheim Partners February 2011 - December 2013
FINRA August 2010 - January 2011
CareOne Debt Relief Services June 2009 - May 2010
Erie Water Works September 2008 - May 2009
Skills
Financial Analysis, Customer Service, Mutual Funds, Business Analysis, Direct Sales, Finance, Investments, Analysis, Leadership, Microsoft Excel, Microsoft Word, CRM, Time Management, Strategy, Accounting, Budgets, Financial Services, Asset Management, Equities, Alternative Investments, Derivatives, Portfolio Management, Fixed Income Portfolio..., Financial Planning, Financial Risk, Microsoft Office, Asset Allocation, Risk Management, Strategic Planning, Securities, Financial Modeling
Education
Gannon University 2005 — 2009
Bachelors of Science, Finance
Strategic Financial Associates, LLC September 2015 - Present
Strategic Wealth Management Group LLC January 2014 - August 2015
Guggenheim Partners February 2011 - December 2013
FINRA August 2010 - January 2011
CareOne Debt Relief Services June 2009 - May 2010
Erie Water Works September 2008 - May 2009
Skills
Financial Analysis, Customer Service, Mutual Funds, Business Analysis, Direct Sales, Finance, Investments, Analysis, Leadership, Microsoft Excel, Microsoft Word, CRM, Time Management, Strategy, Accounting, Budgets, Financial Services, Asset Management, Equities, Alternative Investments, Derivatives, Portfolio Management, Fixed Income Portfolio..., Financial Planning, Financial Risk, Microsoft Office, Asset Allocation, Risk Management, Strategic Planning, Securities, Financial Modeling
Education
Gannon University 2005 — 2009
Bachelors of Science, Finance
Gerardo Daniel Lopez's Guggenheim Partners Experience August 2014 - Present
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2014 - Present
U.S. Bank September 2012 - August 2014
Hamilton Sundstrand May 2011 - August 2011
Hamilton Sundstrand May 2010 - August 2010
Skills
Corporate Finance, Spanish, Financial Analysis, Financial Planning, Financial Reporting, Team Leadership, Bilingual-Spanish, Leadership Development, Budgets, CDO Suite, Essbase, Hyperion Financial..., Coordinating Events, Building Relationships, Account Reconciliation, Portfolio Management, Investments
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (B.S.), Finance
Glenbard North High School 2004 — 2008
Guggenheim Partners August 2014 - Present
U.S. Bank September 2012 - August 2014
Hamilton Sundstrand May 2011 - August 2011
Hamilton Sundstrand May 2010 - August 2010
Skills
Corporate Finance, Spanish, Financial Analysis, Financial Planning, Financial Reporting, Team Leadership, Bilingual-Spanish, Leadership Development, Budgets, CDO Suite, Essbase, Hyperion Financial..., Coordinating Events, Building Relationships, Account Reconciliation, Portfolio Management, Investments
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (B.S.), Finance
Glenbard North High School 2004 — 2008
Burt Hazelwood, CPA Burt Hazelwood, CPA's Guggenheim Partners Experience June 2015 - Present
Job Financial Reporting and Investment Management Executive
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
Business Consultant 2013 - Present
Genworth Financial 1997 - February 2013
James River Corporation 1995 - 1997
Personna American Safety Razor Company 1990 - 1994
Ryland Acceptance Corporation 1988 - 1990
Ernst & Young 1982 - 1987
Skills
Controllership Functions, Financial Reporting, Investment Strategies, Corporate Finance, Strategic Financial..., Contract Negotiation, Securitization, Asset Managment, Insurance, Financial Services, Investment Management, Capital Markets, Internal Controls,..., Financial Analysis, Auditing, Asset Management, Credit, Leadership, Financial Planning, Financial Risk
Education
Virginia Commonwealth University 1980 — 1982
Bachelor of Science, Magna Cum Laude, Accounting
James Madison University 1978 — 1980
Guggenheim Partners June 2015 - Present
Business Consultant 2013 - Present
Genworth Financial 1997 - February 2013
James River Corporation 1995 - 1997
Personna American Safety Razor Company 1990 - 1994
Ryland Acceptance Corporation 1988 - 1990
Ernst & Young 1982 - 1987
Skills
Controllership Functions, Financial Reporting, Investment Strategies, Corporate Finance, Strategic Financial..., Contract Negotiation, Securitization, Asset Managment, Insurance, Financial Services, Investment Management, Capital Markets, Internal Controls,..., Financial Analysis, Auditing, Asset Management, Credit, Leadership, Financial Planning, Financial Risk
Education
Virginia Commonwealth University 1980 — 1982
Bachelor of Science, Magna Cum Laude, Accounting
James Madison University 1978 — 1980
Jennifer Cibelli Jennifer Cibelli's Guggenheim Partners Experience July 2006 - July 2010
Job Certified Surgical Technologist
Industry Hospital & Health Care
Experience
Children's National Medical Center September 2012 - Present
Thomas Johnson Surgery Center April 2014 - December 2014
Chambersburg Hospital May 2011 - September 2012
Guggenheim Partners July 2006 - July 2010
Lockheed Martin August 2004 - January 2006
Skills
Healthcare, Medical-Surgical, Leadership Development, Surgery, New Business Development
Education
Shepherd University 2000 — 2004
B.S
Frederick Community College
Certificate of Surgical Technology
Children's National Medical Center September 2012 - Present
Thomas Johnson Surgery Center April 2014 - December 2014
Chambersburg Hospital May 2011 - September 2012
Guggenheim Partners July 2006 - July 2010
Lockheed Martin August 2004 - January 2006
Skills
Healthcare, Medical-Surgical, Leadership Development, Surgery, New Business Development
Education
Shepherd University 2000 — 2004
B.S
Frederick Community College
Certificate of Surgical Technology
Joseph Brauer Joseph Brauer's Guggenheim Partners Experience July 2006 - September 2007
Job
Industry Information Technology and Services
Experience
Independence Tube Corporation October 2014 - Present
Lenovo November 2013 - October 2014
Independence Tube Corporation January 2008 - November 2013
Intelligent Solutions, Inc September 2007 - January 2008
Guggenheim Partners July 2006 - September 2007
Verizon Wireless March 2004 - July 2006
SOROC/DD Networks September 2003 - February 2004
Landis Plastics June 2000 - September 2003
Computer Renaissance February 1999 - February 2000
Skills
IHSA Wrestling Official, Disaster Recovery, Active Directory, Citrix, Microsoft Exchange, Cisco Technologies, Blackberry Enterprise..., VMware, Switches, VPN, Servers, DNS, DHCP, Firewalls, System Deployment, Network Administration, Troubleshooting, Technical Support
Education
Keller Graduate School of Management of DeVry University 2001 — 2003
Masters, Information Systems Management
DeVry University 1996 — 2000
BSEET - Bachelors of Science, Electronics Engineering Technology
Marist High School
Independence Tube Corporation October 2014 - Present
Lenovo November 2013 - October 2014
Independence Tube Corporation January 2008 - November 2013
Intelligent Solutions, Inc September 2007 - January 2008
Guggenheim Partners July 2006 - September 2007
Verizon Wireless March 2004 - July 2006
SOROC/DD Networks September 2003 - February 2004
Landis Plastics June 2000 - September 2003
Computer Renaissance February 1999 - February 2000
Skills
IHSA Wrestling Official, Disaster Recovery, Active Directory, Citrix, Microsoft Exchange, Cisco Technologies, Blackberry Enterprise..., VMware, Switches, VPN, Servers, DNS, DHCP, Firewalls, System Deployment, Network Administration, Troubleshooting, Technical Support
Education
Keller Graduate School of Management of DeVry University 2001 — 2003
Masters, Information Systems Management
DeVry University 1996 — 2000
BSEET - Bachelors of Science, Electronics Engineering Technology
Marist High School
Paola Phillips's Guggenheim Partners Experience April 2007 - October 2014
Job Senior Financial Analyst at Follett School Solutions
Industry Education Management
Experience
Follett School Solutions October 2014 - Present
Guggenheim Partners April 2007 - October 2014
WellPoint March 2003 - April 2007
Houlihan Lokey 2001 - 2003
Deutsche Bank 2000 - 2001
Skills
Hyperion, Financial Systems..., Reporting & Analysis, Financial Forecasting, Financial Reporting, Strategic Financial..., Financial Modeling, Financial Analysis, Forecasting, Managerial Finance, Variance Analysis, Essbase, Corporate Finance, Cash Flow, Finance, Cash Management, PeopleSoft, GAAP
Education
University of San Francisco 1997 — 1999
Bachelor of Science, Business Administration, International Business
Loyola Marymount University 1994 — 1996
Follett School Solutions October 2014 - Present
Guggenheim Partners April 2007 - October 2014
WellPoint March 2003 - April 2007
Houlihan Lokey 2001 - 2003
Deutsche Bank 2000 - 2001
Skills
Hyperion, Financial Systems..., Reporting & Analysis, Financial Forecasting, Financial Reporting, Strategic Financial..., Financial Modeling, Financial Analysis, Forecasting, Managerial Finance, Variance Analysis, Essbase, Corporate Finance, Cash Flow, Finance, Cash Management, PeopleSoft, GAAP
Education
University of San Francisco 1997 — 1999
Bachelor of Science, Business Administration, International Business
Loyola Marymount University 1994 — 1996
Jessica Bayer Jessica Bayer's Guggenheim Partners Experience February 2012 - Present
Job Reconciliations Operations Associate at Guggenheim Partners
Industry Consumer Goods
Experience
Guggenheim Partners February 2012 - Present
Ronald McDonald House Charities July 2014 - Present
Skills
Account Reconciliation, BlackRock Aladdin, Portfolio Accounting, PAM for Securities, Finance, SWIFT Messaging, Operations, Management, Alternative Investments, Back Office, Wall Street Office, Analysis, Derivatives, Portfolio Management, Equities, Training, Accounting, Access, SAP, Auditing, Microsoft Excel, Collateral Management
Education
Illinois State University 2004 — 2008
Bachelor of Science, Finance and Insurance
Guggenheim Partners February 2012 - Present
Ronald McDonald House Charities July 2014 - Present
Skills
Account Reconciliation, BlackRock Aladdin, Portfolio Accounting, PAM for Securities, Finance, SWIFT Messaging, Operations, Management, Alternative Investments, Back Office, Wall Street Office, Analysis, Derivatives, Portfolio Management, Equities, Training, Accounting, Access, SAP, Auditing, Microsoft Excel, Collateral Management
Education
Illinois State University 2004 — 2008
Bachelor of Science, Finance and Insurance
Hithesh Raghavan's Guggenheim Partners Experience April 2013 - August 2014
Job Vice President of Investment Banking, Financial Institutions Group, Barclays
Industry Investment Banking
Experience
Barclays September 2014 - Present
Guggenheim Partners April 2013 - August 2014
Morgan Stanley August 2011 - January 2013
Credit Suisse June 2010 - August 2010
Capital One February 2002 - June 2009
Schlumberger June 2001 - August 2001
Asian Paints May 2000 - August 2000
Procter & Gamble May 1999 - July 1999
Skills
Valuation, Mergers, Investment Banking, Financial Modeling, Equities, Portfolio Management, Strategy, Business Strategy, Banking, Finance, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Asset Management, Corporate Development, Asset Managment, Credit, Product Management, Analysis, IPO, Treasury Management, CCAR, Due Diligence, Analytics, Emerging Markets, Capital Markets, Bloomberg, Fixed Income, Bonds, Equity Research, Private Equity, Investments, Financial Analysis, Management, Financial Services, Consulting, Leadership, Loans, Project Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
University of Washington 2000 — 2001
MS, Chemical Engineering
Indian Institute of Technology, Bombay 1996 — 2000
B.Tech, Chemical Engineering
Barclays September 2014 - Present
Guggenheim Partners April 2013 - August 2014
Morgan Stanley August 2011 - January 2013
Credit Suisse June 2010 - August 2010
Capital One February 2002 - June 2009
Schlumberger June 2001 - August 2001
Asian Paints May 2000 - August 2000
Procter & Gamble May 1999 - July 1999
Skills
Valuation, Mergers, Investment Banking, Financial Modeling, Equities, Portfolio Management, Strategy, Business Strategy, Banking, Finance, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Asset Management, Corporate Development, Asset Managment, Credit, Product Management, Analysis, IPO, Treasury Management, CCAR, Due Diligence, Analytics, Emerging Markets, Capital Markets, Bloomberg, Fixed Income, Bonds, Equity Research, Private Equity, Investments, Financial Analysis, Management, Financial Services, Consulting, Leadership, Loans, Project Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
University of Washington 2000 — 2001
MS, Chemical Engineering
Indian Institute of Technology, Bombay 1996 — 2000
B.Tech, Chemical Engineering
Geri Rizzuto Geri Rizzuto's Guggenheim Partners Experience March 2004 - February 2008
Job Microsoft Dynamics CRM Specialist at SyncraTec Solutions
Industry Information Technology and Services
Experience
SyncraTec Solutions April 2013 - Present
The Marks Group August 2010 - April 2013
The Information Management Group (IMG) September 2009 - February 2010
Family Office Metrics March 2007 - August 2009
Guggenheim Partners March 2004 - February 2008
Rhone-Poulenc Rorer January 1997 - December 2000
IBM January 1994 - December 1996
Corestates Bank 1986 - 1994
Skills
Microsoft CRM, CRM, Business Analysis, Management, Business Process..., Requirements Analysis, Microsoft SQL Server, Business Intelligence, SharePoint, SSRS, Integration
Education
La Salle University 1978 — 1982
BA, Computer Science
aRCHBISHOP Ryan
SyncraTec Solutions April 2013 - Present
The Marks Group August 2010 - April 2013
The Information Management Group (IMG) September 2009 - February 2010
Family Office Metrics March 2007 - August 2009
Guggenheim Partners March 2004 - February 2008
Rhone-Poulenc Rorer January 1997 - December 2000
IBM January 1994 - December 1996
Corestates Bank 1986 - 1994
Skills
Microsoft CRM, CRM, Business Analysis, Management, Business Process..., Requirements Analysis, Microsoft SQL Server, Business Intelligence, SharePoint, SSRS, Integration
Education
La Salle University 1978 — 1982
BA, Computer Science
aRCHBISHOP Ryan
Bill Costigan Bill Costigan's Guggenheim Partners Experience March 2013 - Present
Job Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners March 2013 - Present
Vanguard December 2011 - March 2013
KeyCorp July 2005 - July 2010
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Building Relationships, Public Speaking, Series 7, Series 66
Education
John Carroll University
BS, Economics
Loyola Marymount University
MBA, Finance
Guggenheim Partners March 2013 - Present
Vanguard December 2011 - March 2013
KeyCorp July 2005 - July 2010
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Building Relationships, Public Speaking, Series 7, Series 66
Education
John Carroll University
BS, Economics
Loyola Marymount University
MBA, Finance
Scott Damge Scott Damge's Guggenheim Partners Experience April 2007 - Present
Job Application Developer at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners April 2007 - Present
Mepco Finance Corp August 2004 - April 2007
Datatec Systems June 1999 - August 2004
Skills
SDLC, Microsoft SQL Server, .NET, C#, SQL, Business Analysis, Windows, XML, SSIS, Software Development
Education
Iowa State University 1987 — 1991
Bachelor of Science, Electrical Engineering
Guggenheim Partners April 2007 - Present
Mepco Finance Corp August 2004 - April 2007
Datatec Systems June 1999 - August 2004
Skills
SDLC, Microsoft SQL Server, .NET, C#, SQL, Business Analysis, Windows, XML, SSIS, Software Development
Education
Iowa State University 1987 — 1991
Bachelor of Science, Electrical Engineering
Jim O'Donnell Jim O'Donnell's Guggenheim Partners Experience April 2015 - Present
Job Chief Information Officer at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2015 - Present
Guggenheim Partners May 2011 - April 2015
Payckem Group, LLC September 2008 - April 2011
ioSemantics February 2007 - August 2008
Wells Fargo September 2005 - February 2007
Wells Fargo November 1998 - September 2005
Norwest Bank September 1997 - November 1998
Prudential Home Mortgage 1989 - August 1997
Watkins Meegan LLC 1986 - 1989
EY 1982 - 1986
Skills
Leadership, Executive Management, Integration, Banking, IT Management, Vendor Management, Management, Financial Services, Mergers & Acquisitions, Start-ups, Credit Cards, Risk Management, Project Management, Business Analysis, Security, Budgets, Analytics, Disaster Recovery, Mortgage Lending, AML, Offshore Outsourcing, Financial Risk, Operational Risk, Credit Risk, Deposits, Payments, Fraud, Contract Negotiation, Loans, ITIL, Software Development, Data Center, Analysis, SDLC, Call Centers, Finance, Telecommunications, Auditing, Customer Service, Testing, Portfolio Management, Retail Banking, Treasury
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1980
MBA
Georgetown University 1974 — 1978
BS, Mathematics
Guggenheim Partners April 2015 - Present
Guggenheim Partners May 2011 - April 2015
Payckem Group, LLC September 2008 - April 2011
ioSemantics February 2007 - August 2008
Wells Fargo September 2005 - February 2007
Wells Fargo November 1998 - September 2005
Norwest Bank September 1997 - November 1998
Prudential Home Mortgage 1989 - August 1997
Watkins Meegan LLC 1986 - 1989
EY 1982 - 1986
Skills
Leadership, Executive Management, Integration, Banking, IT Management, Vendor Management, Management, Financial Services, Mergers & Acquisitions, Start-ups, Credit Cards, Risk Management, Project Management, Business Analysis, Security, Budgets, Analytics, Disaster Recovery, Mortgage Lending, AML, Offshore Outsourcing, Financial Risk, Operational Risk, Credit Risk, Deposits, Payments, Fraud, Contract Negotiation, Loans, ITIL, Software Development, Data Center, Analysis, SDLC, Call Centers, Finance, Telecommunications, Auditing, Customer Service, Testing, Portfolio Management, Retail Banking, Treasury
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1980
MBA
Georgetown University 1974 — 1978
BS, Mathematics
Allen Otto Allen Otto's Guggenheim Partners Experience June 2015 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
The Blackstone Group June 2007 - June 2015
Direct Energy / Centrica North America July 2003 - June 2007
Sirius Satellite Radio Inc. May 2001 - June 2003
Bear, Stearns & Co. Inc. 1999 - 2001
Skills
Mergers & Acquisitions, Finance, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Mergers, Financial Analysis, Strategy, Investments, Equities, Management, Private Equity
Education
Hamilton College 1995 — 1999
B.A., Physics
Guggenheim Partners June 2015 - Present
The Blackstone Group June 2007 - June 2015
Direct Energy / Centrica North America July 2003 - June 2007
Sirius Satellite Radio Inc. May 2001 - June 2003
Bear, Stearns & Co. Inc. 1999 - 2001
Skills
Mergers & Acquisitions, Finance, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Mergers, Financial Analysis, Strategy, Investments, Equities, Management, Private Equity
Education
Hamilton College 1995 — 1999
B.A., Physics
Stanley Tobin Stanley Tobin's Guggenheim Partners Experience August 2003 - February 2005
Job Sr. Director of Investment Banking at Young America Capital
Industry Investment Banking
Experience
Young America Capital January 2011 - Present
Leftrigger Advisors LLC September 2010 - Present
Golub Capital January 2010 - August 2010
Institutional Credit Partners February 2005 - January 2010
Guggenheim Partners August 2003 - February 2005
Deutsche Bank Alex. Brown September 1993 - August 2003
Merrill Lynch PF&S November 1985 - September 1993
Skills
Asset Management, Private Equity, Hedge Funds, Trading, Equities, Funding, Investment Banking, Investments, Strategic Planning, Business Strategy, Venture Capital, Start-ups, Mergers, Fundraising, Public Speaking, Due Diligence, Writing, Marketing Strategy, New Business Development, Capital Markets, Valuation, Alternative Investments, Mergers & Acquisitions, Fixed Income, Finance, Portfolio Management, Series 7, Derivatives, Capital, Structured Products, Business Development, Financial Advisory, Capital Raising, Emerging Markets, Corporate Development, Hedging, Investor Relations, Banking, Financial Structuring, Investment Management, Fishing, Wealth Management
Education
Lehigh University - College of Business and Economics 1981 — 1983
BS
University of Pennsylvania - The Wharton School 2001 — 2001
CIMA Certification (Certified Investment Management Analyst)
Young America Capital January 2011 - Present
Leftrigger Advisors LLC September 2010 - Present
Golub Capital January 2010 - August 2010
Institutional Credit Partners February 2005 - January 2010
Guggenheim Partners August 2003 - February 2005
Deutsche Bank Alex. Brown September 1993 - August 2003
Merrill Lynch PF&S November 1985 - September 1993
Skills
Asset Management, Private Equity, Hedge Funds, Trading, Equities, Funding, Investment Banking, Investments, Strategic Planning, Business Strategy, Venture Capital, Start-ups, Mergers, Fundraising, Public Speaking, Due Diligence, Writing, Marketing Strategy, New Business Development, Capital Markets, Valuation, Alternative Investments, Mergers & Acquisitions, Fixed Income, Finance, Portfolio Management, Series 7, Derivatives, Capital, Structured Products, Business Development, Financial Advisory, Capital Raising, Emerging Markets, Corporate Development, Hedging, Investor Relations, Banking, Financial Structuring, Investment Management, Fishing, Wealth Management
Education
Lehigh University - College of Business and Economics 1981 — 1983
BS
University of Pennsylvania - The Wharton School 2001 — 2001
CIMA Certification (Certified Investment Management Analyst)
Rebecca Gustavson's Guggenheim Partners Experience April 2015 - Present
Job Administration Services at Guggenheim Partners
Industry Human Resources
Experience
Guggenheim Partners April 2015 - Present
Founding Farmers Restaurant DC November 2014 - March 2015
Mar Vista Family Center November 2012 - December 2013
Delta Sigma Pi Professional Fraternity November 2011 - December 2013
Make-A-Wish Foundation of Greater Los Angeles July 2013 - October 2013
Resident Housing Association August 2011 - May 2013
GP RAH Enterprises November 2007 - August 2011
The Loyolan September 2010 - May 2011
Skills
PowerPoint, Facebook, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Public Speaking, Social Networking, Customer Service, Marketing, Research, Social Media Marketing, Time Management, Teamwork, Team Leadership
Education
Loyola Marymount University, College of Business Administration 2010 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
George Mason University
Master of Public Administration (MPA), Non-Profit Management, 18 credits
Guggenheim Partners April 2015 - Present
Founding Farmers Restaurant DC November 2014 - March 2015
Mar Vista Family Center November 2012 - December 2013
Delta Sigma Pi Professional Fraternity November 2011 - December 2013
Make-A-Wish Foundation of Greater Los Angeles July 2013 - October 2013
Resident Housing Association August 2011 - May 2013
GP RAH Enterprises November 2007 - August 2011
The Loyolan September 2010 - May 2011
Skills
PowerPoint, Facebook, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Public Speaking, Social Networking, Customer Service, Marketing, Research, Social Media Marketing, Time Management, Teamwork, Team Leadership
Education
Loyola Marymount University, College of Business Administration 2010 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
George Mason University
Master of Public Administration (MPA), Non-Profit Management, 18 credits
Eric Palley Eric Palley's Guggenheim Partners Experience April 2012 - Present
Job Managing Director at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners April 2012 - Present
Towers Watson Investment Services February 2009 - June 2011
BNP Paribas 2007 - 2009
Buck Consultants 2002 - 2007
PwC Consulting 1996 - 2002
PBGC 1992 - 1996
The Wyatt Company 1988 - 1992
Skills
Pension Funds, Financial Modeling, Asset Allocation, Fixed Income, Investments, Equities, Defined Benefit, Asset Management, Investment Strategies, Investment Management, Pensions, Derivatives, Strategic Planning, Employee Benefits, Retirement, Portfolio Strategy, Portfolio Construction, Portfolio Optimization, Risk Analytics, Performance Attribution, Solvency II, Risk Based Capital, Investment Policy, Tactical Asset..., Liability Driven..., Strategy Development, Pension Risk Management, Client Interfacing, Presenter, Board Presentations, Financial Forecasting, ALM, Stochastic Modeling, Excel, Strategic Consulting, Investment Advisory, Benefits Plan Design, Actuarial, Credit Derivatives, Swaps, ERISA, FAS 87, FAS 106, FAS 158, IAS 19, PBGC, Bankruptcy, M&A due diligence, Divestitures, Governance
Education
London School of Economics and Political Science 1986 — 1987
M.Sc., Industrial Relations
Harvard University 1980 — 1984
B.A., Applied Mathematics
Guggenheim Partners April 2012 - Present
Towers Watson Investment Services February 2009 - June 2011
BNP Paribas 2007 - 2009
Buck Consultants 2002 - 2007
PwC Consulting 1996 - 2002
PBGC 1992 - 1996
The Wyatt Company 1988 - 1992
Skills
Pension Funds, Financial Modeling, Asset Allocation, Fixed Income, Investments, Equities, Defined Benefit, Asset Management, Investment Strategies, Investment Management, Pensions, Derivatives, Strategic Planning, Employee Benefits, Retirement, Portfolio Strategy, Portfolio Construction, Portfolio Optimization, Risk Analytics, Performance Attribution, Solvency II, Risk Based Capital, Investment Policy, Tactical Asset..., Liability Driven..., Strategy Development, Pension Risk Management, Client Interfacing, Presenter, Board Presentations, Financial Forecasting, ALM, Stochastic Modeling, Excel, Strategic Consulting, Investment Advisory, Benefits Plan Design, Actuarial, Credit Derivatives, Swaps, ERISA, FAS 87, FAS 106, FAS 158, IAS 19, PBGC, Bankruptcy, M&A due diligence, Divestitures, Governance
Education
London School of Economics and Political Science 1986 — 1987
M.Sc., Industrial Relations
Harvard University 1980 — 1984
B.A., Applied Mathematics
Jeff Kelley Jeff Kelley's Guggenheim Partners Experience August 2006 - March 2012
Job Senior Vice President, Head of Marketing at Calamos Investments
Industry Financial Services
Experience
Calamos Investments April 2013 - Present
White, Weld & Co. March 2012 - December 2012
Guggenheim Partners August 2006 - March 2012
Calamos Investments 2002 - 2006
Nuveen Investments January 1997 - May 2002
Morningstar 1992 - 1996
Skills
Marketing Communications, Corporate Communications, Mutual Funds, Media Relations, Asset Management, Hedge Funds, Internal Communications, Executive Communications, Strategic Communications, Marketing Strategy, Marketing, Digital Marketing, Alternative Investments, Closed-end Funds, Private Placements, ETFs, Family Office, Wealth Management, Asset Managment, Communication Training
Education
Kenyon College
B.A., English Literature
University of Chicago
M.A., English Literature
Calamos Investments April 2013 - Present
White, Weld & Co. March 2012 - December 2012
Guggenheim Partners August 2006 - March 2012
Calamos Investments 2002 - 2006
Nuveen Investments January 1997 - May 2002
Morningstar 1992 - 1996
Skills
Marketing Communications, Corporate Communications, Mutual Funds, Media Relations, Asset Management, Hedge Funds, Internal Communications, Executive Communications, Strategic Communications, Marketing Strategy, Marketing, Digital Marketing, Alternative Investments, Closed-end Funds, Private Placements, ETFs, Family Office, Wealth Management, Asset Managment, Communication Training
Education
Kenyon College
B.A., English Literature
University of Chicago
M.A., English Literature
Hasani Sinclair Hasani Sinclair's Guggenheim Partners Experience April 2007 - September 2008
Job Social Studies at Mary Star of the Sea High School
Industry Primary/Secondary Education
Experience
Mary Star of the Sea High School May 2007 - Present
Family Foundation December 2008 - July 2009
Guggenheim Partners April 2007 - September 2008
Education
Loyola Marymount University 2011 — 2013
Master's degree, Secondary Education and Teaching
University of Pennsylvania 2001 — 2005
BA, Political Science
Mary Star of the Sea High School May 2007 - Present
Family Foundation December 2008 - July 2009
Guggenheim Partners April 2007 - September 2008
Education
Loyola Marymount University 2011 — 2013
Master's degree, Secondary Education and Teaching
University of Pennsylvania 2001 — 2005
BA, Political Science
Varun Sanon Varun Sanon's Guggenheim Partners Experience June 2015 - August 2015
Job MBA Candidate
Industry Financial Services
Experience
Guggenheim Partners June 2015 - August 2015
Velo Sportive Pvt. Ltd. 2012 - 2014
Convertech Equipment Pvt. Ltd. 2011 - 2014
Capgemini Consulting 2009 - 2011
Deloitte & Touche 2006 - 2009
Skills
Business Strategy, Business Analysis, Management Consulting, Financial Modeling, Financial Analysis, Strategy, Financial Reporting, Corporate Finance, Private Equity, Forecasting, Internal Controls, Enterprise Risk..., Finance, Valuation, Investments, Risk Management, Mergers & Acquisitions, CRM, Auditing, Business Process..., Strategic Financial..., Business Planning
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Loyola Marymount University 2002 — 2006
Bsc, Accounting & Economics
Modern School 1989 — 2002
Guggenheim Partners June 2015 - August 2015
Velo Sportive Pvt. Ltd. 2012 - 2014
Convertech Equipment Pvt. Ltd. 2011 - 2014
Capgemini Consulting 2009 - 2011
Deloitte & Touche 2006 - 2009
Skills
Business Strategy, Business Analysis, Management Consulting, Financial Modeling, Financial Analysis, Strategy, Financial Reporting, Corporate Finance, Private Equity, Forecasting, Internal Controls, Enterprise Risk..., Finance, Valuation, Investments, Risk Management, Mergers & Acquisitions, CRM, Auditing, Business Process..., Strategic Financial..., Business Planning
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Loyola Marymount University 2002 — 2006
Bsc, Accounting & Economics
Modern School 1989 — 2002
Kelly Weis's Guggenheim Partners Experience June 2015 - August 2015
Job StudentAthlete at Harvard University
Industry Financial Services
Experience
Guggenheim Partners June 2015 - August 2015
Brooke Private Equity Associates June 2014 - August 2014
Miller & Milone, P.C. January 2013 - June 2013
Harvard Women's Lacrosse Camp (Crimson Elite) June 2012 - August 2012
Garden City Recreation Department June 2011 - August 2012
Skills
Leadership, Microsoft Office, Data Analysis, Social Media, Research, Teamwork, Event Planning, Financial Analysis, Public Speaking, Financial Modeling, Time Management, Spanish
Education
Harvard University 2011 — 2016
Bachelor of Arts (BA), Psychology
Garden City High School 2007 — 2011
Regents Diploma with Advanced Designation
Guggenheim Partners June 2015 - August 2015
Brooke Private Equity Associates June 2014 - August 2014
Miller & Milone, P.C. January 2013 - June 2013
Harvard Women's Lacrosse Camp (Crimson Elite) June 2012 - August 2012
Garden City Recreation Department June 2011 - August 2012
Skills
Leadership, Microsoft Office, Data Analysis, Social Media, Research, Teamwork, Event Planning, Financial Analysis, Public Speaking, Financial Modeling, Time Management, Spanish
Education
Harvard University 2011 — 2016
Bachelor of Arts (BA), Psychology
Garden City High School 2007 — 2011
Regents Diploma with Advanced Designation
Aubrey Murray's Guggenheim Partners Experience August 2012 - May 2015
Job CLO Operations Associate at Brigade Capital Management, LP
Industry Financial Services
Experience
Brigade Capital Management, LP May 2015 - Present
Resources for Reservists August 2014 - Present
United States Marine Forces Reserve May 2002 - Present
Guggenheim Partners August 2012 - May 2015
Thales August 2010 - August 2012
Royal United Mortgage April 2010 - July 2010
Securing Our Country September 2009 - January 2010
Keller & Keller August 2008 - June 2009
Skills
Bloomberg, Fixed Income, Hedge Funds, Securities, Equities, Public Speaking, Leadership, Microsoft Excel, Microsoft Office, Process Improvement, Investments
Education
Indiana University Bloomington 2011 — 2014
Master of Science (MS), Finance
Indiana University Bloomington 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Indiana University Bloomington 2004 — 2008
Bachelor of Science (B.S.), Business Law
Brigade Capital Management, LP May 2015 - Present
Resources for Reservists August 2014 - Present
United States Marine Forces Reserve May 2002 - Present
Guggenheim Partners August 2012 - May 2015
Thales August 2010 - August 2012
Royal United Mortgage April 2010 - July 2010
Securing Our Country September 2009 - January 2010
Keller & Keller August 2008 - June 2009
Skills
Bloomberg, Fixed Income, Hedge Funds, Securities, Equities, Public Speaking, Leadership, Microsoft Excel, Microsoft Office, Process Improvement, Investments
Education
Indiana University Bloomington 2011 — 2014
Master of Science (MS), Finance
Indiana University Bloomington 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Indiana University Bloomington 2004 — 2008
Bachelor of Science (B.S.), Business Law
Caitlin Haley Caitlin Haley's Guggenheim Partners Experience April 2010 - September 2013
Job Executive Assistant at Security Benefit
Industry Investment Management
Experience
Security Benefit September 2013 - Present
Guggenheim Partners April 2010 - September 2013
CONTACT of Mercer County, NJ October 2009 - April 2010
Education
Gettysburg College 2004 — 2008
BA, Sociology
Security Benefit September 2013 - Present
Guggenheim Partners April 2010 - September 2013
CONTACT of Mercer County, NJ October 2009 - April 2010
Education
Gettysburg College 2004 — 2008
BA, Sociology
Adam Knapp's Guggenheim Partners Experience October 2013 - Present
Job Director at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Partners October 2013 - Present
Citi August 2011 - September 2013
Nomura Securities March 2010 - August 2011
EMC February 2009 - December 2010
Barclays Capital September 2008 - January 2009
Lehman Brothers July 2006 - September 2008
JB Hunt Transport, Inc April 2004 - June 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Strategic Financial..., Budget Forecasts, Fixed Asset Depreciation, Strategy, Management, Business Development, Private Equity, Business Analysis, Finance, Analytics, Financial Services, Investment Banking
Education
State University of New York College at Plattsburgh 2001 — 2003
BS, Business
Ithaca College 1999 — 2001
Physical Therapy/Therapist
Guggenheim Partners October 2013 - Present
Citi August 2011 - September 2013
Nomura Securities March 2010 - August 2011
EMC February 2009 - December 2010
Barclays Capital September 2008 - January 2009
Lehman Brothers July 2006 - September 2008
JB Hunt Transport, Inc April 2004 - June 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Strategic Financial..., Budget Forecasts, Fixed Asset Depreciation, Strategy, Management, Business Development, Private Equity, Business Analysis, Finance, Analytics, Financial Services, Investment Banking
Education
State University of New York College at Plattsburgh 2001 — 2003
BS, Business
Ithaca College 1999 — 2001
Physical Therapy/Therapist
Felecia Staggers, CTP's Guggenheim Partners Experience April 2013 - Present
Job Vice President, Sr Treasury Analyst at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners April 2013 - Present
Ares Management April 2007 - September 2012
Navigant Consulting 2006 - 2007
Brookdale Senior Living 2003 - 2006
Brookdale Senior Living 2000 - 2002
Skills
Finance, Commercial Real Estate, Cash Management, Treasury Management, Accounts Receivable, Purchasing Card Program, Loan Management System..., Bank of America CashPro..., Private NetBanking, JP Morgan Access, M&I Direct, BMO Direct Line, Wells Fargo CEO Portal, Capital One Treasury..., Yardi Systems, Bloomberg, Accounting, Account Reconciliation, Treasury, Loans, Internal Audit, Valuation, General Ledger, Structured Finance, Cash Flow Forecasting, Portfolio Management
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration, Finance, GPA 3.9
University of Illinois at Chicago
Bachelor or Science, Finance
Kenwood Academy
Guggenheim Partners April 2013 - Present
Ares Management April 2007 - September 2012
Navigant Consulting 2006 - 2007
Brookdale Senior Living 2003 - 2006
Brookdale Senior Living 2000 - 2002
Skills
Finance, Commercial Real Estate, Cash Management, Treasury Management, Accounts Receivable, Purchasing Card Program, Loan Management System..., Bank of America CashPro..., Private NetBanking, JP Morgan Access, M&I Direct, BMO Direct Line, Wells Fargo CEO Portal, Capital One Treasury..., Yardi Systems, Bloomberg, Accounting, Account Reconciliation, Treasury, Loans, Internal Audit, Valuation, General Ledger, Structured Finance, Cash Flow Forecasting, Portfolio Management
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration, Finance, GPA 3.9
University of Illinois at Chicago
Bachelor or Science, Finance
Kenwood Academy
Mariah Monks Mariah Monks's Guggenheim Partners Experience June 2013 - June 2015
Job Guggenheim Partners Commercial Real Estate
Industry Real Estate
Experience
Guggenheim Partners June 2013 - June 2015
The Vault NYC June 2012 - August 2012
GMI Ratings 2012 - August 2012
Organizing for America June 2011 - August 2011
Education
Hamilton College 2009 — 2013
Bachelor's Degree, Political Science and Government
UBA
Guggenheim Partners June 2013 - June 2015
The Vault NYC June 2012 - August 2012
GMI Ratings 2012 - August 2012
Organizing for America June 2011 - August 2011
Education
Hamilton College 2009 — 2013
Bachelor's Degree, Political Science and Government
UBA
Alexandra Almore's Guggenheim Partners Experience November 2014 - Present
Job Corporate Social Responsibility Associate at Guggenheim Partners
Industry Philanthropy
Experience
Guggenheim Partners November 2014 - Present
Perella Weinberg Partners July 2012 - Present
African Development Initiative April 2011 - October 2013
Perella Weinberg Partners June 2011 - August 2011
Global Minimum May 2010 - July 2010
NASA Ames Research Center June 2009 - August 2009
Skills
Valuation, Fundraising, Financial Modeling, Entrepreneurship, Strategy, Microsoft Office, Public Speaking, Community Outreach
Education
Harvard University 2008 — 2012
B.A., Neurobiology
Mathematics and Science High School at Clover Hill 2004 — 2008
Guggenheim Partners November 2014 - Present
Perella Weinberg Partners July 2012 - Present
African Development Initiative April 2011 - October 2013
Perella Weinberg Partners June 2011 - August 2011
Global Minimum May 2010 - July 2010
NASA Ames Research Center June 2009 - August 2009
Skills
Valuation, Fundraising, Financial Modeling, Entrepreneurship, Strategy, Microsoft Office, Public Speaking, Community Outreach
Education
Harvard University 2008 — 2012
B.A., Neurobiology
Mathematics and Science High School at Clover Hill 2004 — 2008
Jennifer Hynek, CPA's Guggenheim Partners Experience February 2014 - Present
Job Financial Reporting Solutions Analyst at Guggenheim Partners
Industry Information Technology and Services
Experience
Guggenheim Partners February 2014 - Present
Emtec Inc. January 2012 - February 2014
MF Global December 2008 - November 2011
Merrill Lynch August 2006 - December 2009
RBS Greenwich Capital February 2004 - August 2006
IBM June 2002 - February 2004
Skills
Budgets, Forecasting, Hyperion Planning, Essbase, Management, General Ledger, Accounting, Internal Controls, Analysis, Financial Analysis, Financial Reporting, Financial Statements, Hyperion Enterprise, Managerial Finance, Microsoft Excel, Portfolio Management, Process Improvement, Sarbanes-Oxley Act, Financial Modeling, Finance, Account Reconciliation, Corporate Finance, Consolidation, Business Process, Business Process..., ERP, Business Analysis, Hyperion
Education
Indiana University - Kelley School of Business 1997 — 2002
Bachelor, Accounting & Finance
Guggenheim Partners February 2014 - Present
Emtec Inc. January 2012 - February 2014
MF Global December 2008 - November 2011
Merrill Lynch August 2006 - December 2009
RBS Greenwich Capital February 2004 - August 2006
IBM June 2002 - February 2004
Skills
Budgets, Forecasting, Hyperion Planning, Essbase, Management, General Ledger, Accounting, Internal Controls, Analysis, Financial Analysis, Financial Reporting, Financial Statements, Hyperion Enterprise, Managerial Finance, Microsoft Excel, Portfolio Management, Process Improvement, Sarbanes-Oxley Act, Financial Modeling, Finance, Account Reconciliation, Corporate Finance, Consolidation, Business Process, Business Process..., ERP, Business Analysis, Hyperion
Education
Indiana University - Kelley School of Business 1997 — 2002
Bachelor, Accounting & Finance
Nick DeGrazia's Guggenheim Partners Experience February 2013 - December 2014
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs December 2014 - Present
Guggenheim Partners February 2013 - December 2014
World Equity Group June 2011 - February 2013
Theta Chi Fraternity - Alpha Iota Chapter August 2010 - February 2011
Chicago Board of Trade, Kerstein Brokerage May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Customer Service, Data Analysis, Leadership, Project Management, Market Research, Investments, Finance, Business Analysis, Portfolio Management
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science, Economics
Goldman Sachs December 2014 - Present
Guggenheim Partners February 2013 - December 2014
World Equity Group June 2011 - February 2013
Theta Chi Fraternity - Alpha Iota Chapter August 2010 - February 2011
Chicago Board of Trade, Kerstein Brokerage May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Customer Service, Data Analysis, Leadership, Project Management, Market Research, Investments, Finance, Business Analysis, Portfolio Management
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science, Economics
John Raine's Guggenheim Partners Experience August 2011 - January 2012
Job Controller and Marketing Manager
Industry Military
Experience
Raine Inc. February 2015 - Present
Burns & Wilcox March 2012 - February 2015
Guggenheim Partners August 2011 - January 2012
Kaplan Compliance Solutions July 2011 - August 2011
Skills
Security Clearance, Military, Military Operations, Military Experience, Management, Physical Security, Counterterrorism, Force Protection, Leadership, Tactics
Education
Indiana University Bloomington 2007 — 2011
Bachelor's degree, Accounting and Finance, 3.5/4.0
Raine Inc. February 2015 - Present
Burns & Wilcox March 2012 - February 2015
Guggenheim Partners August 2011 - January 2012
Kaplan Compliance Solutions July 2011 - August 2011
Skills
Security Clearance, Military, Military Operations, Military Experience, Management, Physical Security, Counterterrorism, Force Protection, Leadership, Tactics
Education
Indiana University Bloomington 2007 — 2011
Bachelor's degree, Accounting and Finance, 3.5/4.0
Lana Dunkerley Lana Dunkerley's Guggenheim Partners Experience March 2007 - February 2010
Job Executive Administrator / Investor Relations and Fundraising at EnCap Investments
Industry Financial Services
Experience
EnCap Investments, LP February 2010 - Present
Guggenheim Partners March 2007 - February 2010
Royal Bank of Canada / Builder Finance May 2002 - June 2007
Education
Kilgore College 1996 — 1998
Associates of Arts, Communications/Photojournalism
EnCap Investments, LP February 2010 - Present
Guggenheim Partners March 2007 - February 2010
Royal Bank of Canada / Builder Finance May 2002 - June 2007
Education
Kilgore College 1996 — 1998
Associates of Arts, Communications/Photojournalism
Gretchen Reaster's Guggenheim Partners Experience October 2011 - Present
Job
Industry Computer Software
Experience
Guggenheim Partners October 2011 - Present
Eved October 2010 - September 2011
G1440 2006 - September 2010
Kimball Hill Homes 2002 - 2006
Neumark Technology Group 2000 - 2001
Trase Miller Solutions 1994 - 2000
Waste Management 1990 - 1994
Skills
Process Improvement, Business Process Design, Vendor Management, Business Analysis, Project Management, Business Intelligence, IT Strategy, Software Project..., Integration, Change Management, SDLC, CRM, Program Management, Management, Financial Modeling, Strategic Planning, Salesforce.com, Agile Project Management, Project Portfolio..., Requirements Gathering, Requirements Analysis, Visio, Business Process..., SharePoint, Business Process, IT Management, Enterprise Architecture, Software Documentation
Education
Indiana University - Kelley School of Business
B. S.
Downers Grove North
Guggenheim Partners October 2011 - Present
Eved October 2010 - September 2011
G1440 2006 - September 2010
Kimball Hill Homes 2002 - 2006
Neumark Technology Group 2000 - 2001
Trase Miller Solutions 1994 - 2000
Waste Management 1990 - 1994
Skills
Process Improvement, Business Process Design, Vendor Management, Business Analysis, Project Management, Business Intelligence, IT Strategy, Software Project..., Integration, Change Management, SDLC, CRM, Program Management, Management, Financial Modeling, Strategic Planning, Salesforce.com, Agile Project Management, Project Portfolio..., Requirements Gathering, Requirements Analysis, Visio, Business Process..., SharePoint, Business Process, IT Management, Enterprise Architecture, Software Documentation
Education
Indiana University - Kelley School of Business
B. S.
Downers Grove North
Timothy Bonham Timothy Bonham's Guggenheim Partners Experience April 2012 - November 2014
Job Managing Director, Business Developement
Industry Financial Services
Experience
Oberon Securities, LLC September 2015 - Present
Guggenheim Partners April 2012 - November 2014
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) August 2008 - March 2012
Morgan Joseph TriArtisan LLC 2005 - 2008
Skills
Hedge Funds, Fixed Income, Equities, Capital Markets, Investments, Alternative Investments, Asset Management, Private Equity, Portfolio Management, Investment Banking, Valuation, Financial Modeling
Education
John Carroll University
Oberon Securities, LLC September 2015 - Present
Guggenheim Partners April 2012 - November 2014
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) August 2008 - March 2012
Morgan Joseph TriArtisan LLC 2005 - 2008
Skills
Hedge Funds, Fixed Income, Equities, Capital Markets, Investments, Alternative Investments, Asset Management, Private Equity, Portfolio Management, Investment Banking, Valuation, Financial Modeling
Education
John Carroll University
Penny Zuckerwise Penny Zuckerwise's Guggenheim Partners Experience 2011 - Present
Job Founding Head of Corporate Social Responsibility at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 2011 - Present
Guggenheim Partners 2014 - Present
Guggenheim Partners 2011 - 2014
Russell Investments 2010 - 2011
Education
Ithaca College
Bachelor’s Degree, Psychology
Guggenheim Partners 2011 - Present
Guggenheim Partners 2014 - Present
Guggenheim Partners 2011 - 2014
Russell Investments 2010 - 2011
Education
Ithaca College
Bachelor’s Degree, Psychology
Pamela Sisson's Guggenheim Partners Experience September 2013 - March 2015
Job Creative Director (UX, VisD, Photography)
Industry Design
Experience
EPAM Systems April 2015 - Present
Guggenheim Partners September 2013 - March 2015
Morgan Stanley Wealth Management March 2013 - September 2013
Thomson Reuters Wealth Management April 2011 - February 2013
Bankrate, Inc. October 2009 - April 2011
WP Associates October 2002 - October 2009
Skills
Adobe Creative Suite, HTML, CSS, Illustration, User Interface, Software Design, Graphic Design, Interaction Design, Adobe Fireworks, Awesomeness, User Experience, User Interface Design, Web Design, Layout, Typography, Usability, Mobile Applications, Flash, Email Marketing, Dreamweaver, User Experience Design, HTML 5, Wordpress, Image Manipulation, Information Architecture, Wireframes, User-centered Design, Art Direction, CMS, Mobile Design, Multimedia, Visual Design, Information Design, Usability Testing, Photography, Wire Framing, Advertising, SEO, Graphics, Illustrator, Logo Design, Web Development, WordPress, Usability Engineering, Experience Design, Persona, Web Analytics, ActionScript, Front-end, XHTML
Education
Cooper 2012 — 2012
Certificate, Design Leadership
Center for the Arts, State University of NY at Buffalo 1995 — 1999
BFA, Visual Studies
General Assembly 2014 — 2014
Startup Strategies
EPAM Systems April 2015 - Present
Guggenheim Partners September 2013 - March 2015
Morgan Stanley Wealth Management March 2013 - September 2013
Thomson Reuters Wealth Management April 2011 - February 2013
Bankrate, Inc. October 2009 - April 2011
WP Associates October 2002 - October 2009
Skills
Adobe Creative Suite, HTML, CSS, Illustration, User Interface, Software Design, Graphic Design, Interaction Design, Adobe Fireworks, Awesomeness, User Experience, User Interface Design, Web Design, Layout, Typography, Usability, Mobile Applications, Flash, Email Marketing, Dreamweaver, User Experience Design, HTML 5, Wordpress, Image Manipulation, Information Architecture, Wireframes, User-centered Design, Art Direction, CMS, Mobile Design, Multimedia, Visual Design, Information Design, Usability Testing, Photography, Wire Framing, Advertising, SEO, Graphics, Illustrator, Logo Design, Web Development, WordPress, Usability Engineering, Experience Design, Persona, Web Analytics, ActionScript, Front-end, XHTML
Education
Cooper 2012 — 2012
Certificate, Design Leadership
Center for the Arts, State University of NY at Buffalo 1995 — 1999
BFA, Visual Studies
General Assembly 2014 — 2014
Startup Strategies
Stacey Sheffield's Guggenheim Partners Experience February 2010 - Present
Job Office Manager at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners February 2010 - Present
Simmons & Company International November 2007 - April 2009
Vision Source October 2004 - November 2007
FedEx December 1998 - November 2003
Toyota Motor Corporation January 1991 - December 1998
Skills
Sales, Microsoft Excel, Customer Service, Accounting, Team Building, Team Leadership, Executive..., Vendor Relations, Conference Organization, Conference Registration, Client Relations, Expense Reports, Billing Process, Third Party Billing, Audio Conferencing, Outlook Express, Microsoft Office, Microsoft Word, PowerPoint, Phone Etiquette, Internet Explorer, Corporate Branding, Marketing, Professional Services, Travel Arrangements, Presentation Development, Meeting Facilitation, Executive Calendar..., Personal Care, Employee Training
Education
Lone Star College
Business Administration
Guggenheim Partners February 2010 - Present
Simmons & Company International November 2007 - April 2009
Vision Source October 2004 - November 2007
FedEx December 1998 - November 2003
Toyota Motor Corporation January 1991 - December 1998
Skills
Sales, Microsoft Excel, Customer Service, Accounting, Team Building, Team Leadership, Executive..., Vendor Relations, Conference Organization, Conference Registration, Client Relations, Expense Reports, Billing Process, Third Party Billing, Audio Conferencing, Outlook Express, Microsoft Office, Microsoft Word, PowerPoint, Phone Etiquette, Internet Explorer, Corporate Branding, Marketing, Professional Services, Travel Arrangements, Presentation Development, Meeting Facilitation, Executive Calendar..., Personal Care, Employee Training
Education
Lone Star College
Business Administration
Perry Hollowell, CFA, CAIA, CMT Perry Hollowell, CFA, CAIA, CMT's Guggenheim Partners Experience October 2014 - Present
Job Senior Portfolio Manager at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2014 - Present
Guggenheim Partners December 2013 - October 2014
Pokeware September 2013 - December 2013
University of Chicago Booth School of Business September 2011 - June 2013
Goldman, Sachs & Co January 2009 - January 2011
Goldman Sachs June 2005 - January 2009
Capital Educators January 2001 - January 2005
Goldman, Sachs & Co June 2003 - August 2004
Skills
Market Making, Investments, Portfolio Management, Trading, Equity Derivatives, Proprietary Trading, Fixed Income, Derivatives, Equities, Asset Management, FX, Matlab, Excel, R, Bloomberg, Due Diligence, Risk Management, Hedge Funds, Valuation, Finance, FX Options, Microsoft Excel
Education
University of Chicago Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
Georgetown University - The McDonough School of Business 2001 — 2005
BSBA, Accounting, Finance
Certifications
Guggenheim Partners October 2014 - Present
Guggenheim Partners December 2013 - October 2014
Pokeware September 2013 - December 2013
University of Chicago Booth School of Business September 2011 - June 2013
Goldman, Sachs & Co January 2009 - January 2011
Goldman Sachs June 2005 - January 2009
Capital Educators January 2001 - January 2005
Goldman, Sachs & Co June 2003 - August 2004
Skills
Market Making, Investments, Portfolio Management, Trading, Equity Derivatives, Proprietary Trading, Fixed Income, Derivatives, Equities, Asset Management, FX, Matlab, Excel, R, Bloomberg, Due Diligence, Risk Management, Hedge Funds, Valuation, Finance, FX Options, Microsoft Excel
Education
University of Chicago Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
Georgetown University - The McDonough School of Business 2001 — 2005
BSBA, Accounting, Finance
Certifications
Steph Nathai's Guggenheim Partners Experience September 2012 - August 2015
Job Web Developer
Industry Information Technology and Services
Experience
General Assembly August 2015 - Present
Guggenheim Partners September 2012 - August 2015
Guggenheim Partners December 2011 - September 2012
St. John's University School of Law January 2009 - May 2011
Merrill Lynch September 2010 - December 2010
St. John's University, Department of Conference Services May 2009 - August 2009
Skills
Web Development, HTML, CSS, JavaScript, jQuery, Ruby, Ruby on Rails, Responsive Web Design, Github, Heroku, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Time Management, Outlook, Microsoft Word, Customer Service, Event Planning, Social Networking, Social Media
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
BA, Business Management / BS, Government & Politics
General Assembly 2015 — 2015
Web Development Immersive
General Assembly August 2015 - Present
Guggenheim Partners September 2012 - August 2015
Guggenheim Partners December 2011 - September 2012
St. John's University School of Law January 2009 - May 2011
Merrill Lynch September 2010 - December 2010
St. John's University, Department of Conference Services May 2009 - August 2009
Skills
Web Development, HTML, CSS, JavaScript, jQuery, Ruby, Ruby on Rails, Responsive Web Design, Github, Heroku, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Time Management, Outlook, Microsoft Word, Customer Service, Event Planning, Social Networking, Social Media
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
BA, Business Management / BS, Government & Politics
General Assembly 2015 — 2015
Web Development Immersive
Nate Cunningham Nate Cunningham's Guggenheim Partners Experience March 2015 - Present
Job Equity Research Associate at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners March 2015 - Present
Pacific Crest Securities July 2014 - February 2015
Rutberg & Company July 2013 - June 2014
Georgetown University September 2009 - May 2013
HSBC June 2012 - August 2012
Center for Strategic and International Studies (CSIS) September 2011 - June 2012
Skills
Chinese, Research, International Relations, Data Analysis, Editing, Public Speaking, Mandarin, Politics, Public Policy, Economics, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Corporate Finance
Education
Georgetown University 2009 — 2013
BSFS, International History
The Lawrenceville School 2006 — 2009
Guggenheim Partners March 2015 - Present
Pacific Crest Securities July 2014 - February 2015
Rutberg & Company July 2013 - June 2014
Georgetown University September 2009 - May 2013
HSBC June 2012 - August 2012
Center for Strategic and International Studies (CSIS) September 2011 - June 2012
Skills
Chinese, Research, International Relations, Data Analysis, Editing, Public Speaking, Mandarin, Politics, Public Policy, Economics, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Corporate Finance
Education
Georgetown University 2009 — 2013
BSFS, International History
The Lawrenceville School 2006 — 2009
Emily Provost's Guggenheim Partners Experience July 2008 - August 2015
Job Compliance Officer
Industry Financial Services
Experience
Brookstone Capital Management August 2015 - Present
Guggenheim Partners July 2008 - August 2015
Bell, Boyd & Lloyd June 2005 - July 2008
Wolfe, Wolfe & Ryd LLP 2003 - 2005
Skills
Series 7, Series 24, Corporate Law, Securities Regulation, SEC
Education
Loyola University of Chicago 2003 — 2005
ABA Approved Certificate of Paralegal Studies, Paralegal Studies
Northern Michigan University 1996 — 2001
Bachelor of Science (B.S.), Internaltional Studies
Brookstone Capital Management August 2015 - Present
Guggenheim Partners July 2008 - August 2015
Bell, Boyd & Lloyd June 2005 - July 2008
Wolfe, Wolfe & Ryd LLP 2003 - 2005
Skills
Series 7, Series 24, Corporate Law, Securities Regulation, SEC
Education
Loyola University of Chicago 2003 — 2005
ABA Approved Certificate of Paralegal Studies, Paralegal Studies
Northern Michigan University 1996 — 2001
Bachelor of Science (B.S.), Internaltional Studies
Joseph Dewing's Guggenheim Partners Experience September 2015 - Present
Job Programmer/Analyst at Cognizant
Industry Insurance
Experience
Guggenheim Partners September 2015 - Present
Cognizant March 2015 - September 2015
CNO Financial Group December 2004 - March 2015
Bisys Education and Licensing Services March 2002 - December 2004
One World Interprises January 2000 - April 2001
Skills
Microsoft SQL Server, SQL, Databases, Software Development, Database Design, Access, Visual Basic, Process Improvement, Visual Studio, .NET, Testing, Analysis, SDLC, VB.NET, Business Analysis, Software Project..., QTP, Requirements Gathering, Software Documentation
Education
Indiana University Bloomington 1997 — 2001
Bachelor of Arts, Telecommunications
Guggenheim Partners September 2015 - Present
Cognizant March 2015 - September 2015
CNO Financial Group December 2004 - March 2015
Bisys Education and Licensing Services March 2002 - December 2004
One World Interprises January 2000 - April 2001
Skills
Microsoft SQL Server, SQL, Databases, Software Development, Database Design, Access, Visual Basic, Process Improvement, Visual Studio, .NET, Testing, Analysis, SDLC, VB.NET, Business Analysis, Software Project..., QTP, Requirements Gathering, Software Documentation
Education
Indiana University Bloomington 1997 — 2001
Bachelor of Arts, Telecommunications
James Poss James Poss's Guggenheim Partners Experience June 2014 - November 2014
Job FOH, North End Grill at Union Square Hospitality Group
Industry Hospitality
Experience
Union Square Hospitality Group June 2015 - Present
Guggenheim Partners June 2014 - November 2014
Guggenheim Partners June 2013 - August 2013
McKinley Capital Management June 2011 - August 2011
Switch Gloves Inc. 2006 - 2010
Education
International Culinary Center 2015 — 2015
Certificate, Culinary Entrepreneurship
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
Phillips Academy Andover 2006 — 2010
Diploma
Union Square Hospitality Group June 2015 - Present
Guggenheim Partners June 2014 - November 2014
Guggenheim Partners June 2013 - August 2013
McKinley Capital Management June 2011 - August 2011
Switch Gloves Inc. 2006 - 2010
Education
International Culinary Center 2015 — 2015
Certificate, Culinary Entrepreneurship
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
Phillips Academy Andover 2006 — 2010
Diploma
Simon Deery's Guggenheim Partners Experience July 2014 - Present
Job CMBS, CRE CDOs, Real Estate Loans, and Property
Industry Real Estate
Experience
Guggenheim Partners July 2014 - Present
Pricewaterhouse Coopers 2010 - July 2014
Illinois Institute of Technology, Stuart School of Business 2010 - July 2014
New Trier Partners, real estate private equity 2009 - 2009
Holliday Fenoglio Fowler 2007 - 2009
Skills
Commercial Real Estate, CMBS, CDO, Loan Portfolio Analysis, Distressed Debt, Valuation, Due Diligence, Debt & Equity Financing, Debt Restructuring, Mergers & Acquisitions, Capital Markets Advisory, Structured Products, Financial Analysis, Financial Modeling, Mortgage Underwriting, Debt Purchasing, Leveraged Finance, Loan Origination, Credit Analysis, Securitization, Loans
Education
Indiana University Bloomington
Bachelor of Science, Kelley School of Business
The John Marshall Law School
Juris Doctor, Law
The John Marshall Law School
Masters of Law (LL.M), Commercial Real Estate Transactions
Illinois Institute of Techology, Stuart School of Business, Kent College School of Law
Masters of Law (LL.M) Finance, Finance
Guggenheim Partners July 2014 - Present
Pricewaterhouse Coopers 2010 - July 2014
Illinois Institute of Technology, Stuart School of Business 2010 - July 2014
New Trier Partners, real estate private equity 2009 - 2009
Holliday Fenoglio Fowler 2007 - 2009
Skills
Commercial Real Estate, CMBS, CDO, Loan Portfolio Analysis, Distressed Debt, Valuation, Due Diligence, Debt & Equity Financing, Debt Restructuring, Mergers & Acquisitions, Capital Markets Advisory, Structured Products, Financial Analysis, Financial Modeling, Mortgage Underwriting, Debt Purchasing, Leveraged Finance, Loan Origination, Credit Analysis, Securitization, Loans
Education
Indiana University Bloomington
Bachelor of Science, Kelley School of Business
The John Marshall Law School
Juris Doctor, Law
The John Marshall Law School
Masters of Law (LL.M), Commercial Real Estate Transactions
Illinois Institute of Techology, Stuart School of Business, Kent College School of Law
Masters of Law (LL.M) Finance, Finance
Nickolas Hoffmann Nickolas Hoffmann's Guggenheim Partners Experience April 2015 - Present
Job Guggenheim Fund Solutions, Guggenheim Partners
Industry Banking
Experience
Guggenheim Partners April 2015 - Present
Cadwalader, Wickersham & Taft LLP September 2013 - February 2015
Stokes Lawrence, P.S. November 2011 - July 2013
Education
Georgetown University 2007 — 2011
Bachelor's degree, Linguistics
Guggenheim Partners April 2015 - Present
Cadwalader, Wickersham & Taft LLP September 2013 - February 2015
Stokes Lawrence, P.S. November 2011 - July 2013
Education
Georgetown University 2007 — 2011
Bachelor's degree, Linguistics
Paul Gorodisski (MBA) Paul Gorodisski (MBA)'s Guggenheim Partners Experience January 2013 - Present
Job Hyperion Specialist, Corporate Reporting, Planning and Analysis at Guggenheim Partners
Industry Telecommunications
Experience
Guggenheim Partners January 2013 - Present
gogo April 2012 - January 2013
Staples November 2008 - April 2012
Borders April 2007 - October 2008
Integrys Energy Services September 2006 - April 2007
Skills
Strategic Financial..., Budgeting, Essbase, Financial Modeling, Budgets, Management, Forecasting, Financial Analysis, Variance Analysis, Process Improvement
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
MBA, Business
Guggenheim Partners January 2013 - Present
gogo April 2012 - January 2013
Staples November 2008 - April 2012
Borders April 2007 - October 2008
Integrys Energy Services September 2006 - April 2007
Skills
Strategic Financial..., Budgeting, Essbase, Financial Modeling, Budgets, Management, Forecasting, Financial Analysis, Variance Analysis, Process Improvement
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
MBA, Business
Mona Mustafa's Guggenheim Partners Experience September 2014 - Present
Job Senior Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
JPMorgan Chase & Co. June 2014 - August 2014
JPMorgan Chase July 2013 - June 2014
Northern Trust Corporation March 2013 - May 2013
KeyBank October 2012 - December 2012
United States Attorney's Office August 2011 - November 2011
United States Attorney's Office June 2011 - August 2011
Court of Appeals of Ohio, Eighth Appellate District May 2011 - August 2011
Valparaiso University September 2010 - May 2011
Skills
Project Management, Regulations, Economic Sanctions, OFAC, AML, FATCA, Dodd-Frank, Legal Compliance, USA PATRIOT Act, Bank Secrecy Act, Legal Writing, Legal Research, Contract Negotiation, Business Strategy, New Business Development, International Law, Trials, Nonprofits, Research, Microsoft Office, Policy, Public Speaking, Finance, Microsoft Excel, Foreign Account Tax..., Investment Guidelines, UK-CDOT, Common Reporting..., Legal Issues
Education
John Carroll University
Bachelor of Arts (B.A.), Political Science, Philosophy, International Relations Concentration
Valparaiso University School of Law
J.D., Law
Guggenheim Partners September 2014 - Present
JPMorgan Chase & Co. June 2014 - August 2014
JPMorgan Chase July 2013 - June 2014
Northern Trust Corporation March 2013 - May 2013
KeyBank October 2012 - December 2012
United States Attorney's Office August 2011 - November 2011
United States Attorney's Office June 2011 - August 2011
Court of Appeals of Ohio, Eighth Appellate District May 2011 - August 2011
Valparaiso University September 2010 - May 2011
Skills
Project Management, Regulations, Economic Sanctions, OFAC, AML, FATCA, Dodd-Frank, Legal Compliance, USA PATRIOT Act, Bank Secrecy Act, Legal Writing, Legal Research, Contract Negotiation, Business Strategy, New Business Development, International Law, Trials, Nonprofits, Research, Microsoft Office, Policy, Public Speaking, Finance, Microsoft Excel, Foreign Account Tax..., Investment Guidelines, UK-CDOT, Common Reporting..., Legal Issues
Education
John Carroll University
Bachelor of Arts (B.A.), Political Science, Philosophy, International Relations Concentration
Valparaiso University School of Law
J.D., Law
Gary Distell Gary Distell's Guggenheim Partners Experience April 2015 - Present
Job Senior Consultant at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2015 - Present
Cantor Fitzgerald/BGC February 2010 - March 2015
Katten Muchin Rosenman LLP July 2008 - January 2010
Bear, Stearns & Co. Inc December 1996 - June 2008
Institutional Direct, Inc. June 2002 - April 2006
National Association of Securities Dealers October 1992 - December 1996
FINRA (Formerly NASD) 1992 - 1996
Skills
Securities, Compliance, Hedge Funds, Trading, FINRA, Prime Brokerage, Securities Regulation, Capital Markets, Equities, Equity Trading, Trading Systems, Private Equity, Financial Services, Mutual Funds, Dodd-Frank, Series 7, Alternative Investments, Mergers & Acquisitions, Investments, Fixed Income, Financial Regulation, Broker-Dealer, Derivatives, Options, Asset Management, Series 24, AML, Electronic Trading, Structured Products, Financial Markets, Investment Banking, Bonds, Series 63, Corporate Governance, Private Placements, Securities Litigation, Bloomberg, ETFs, Investment Advisory, Wealth Management
Education
Georgetown University Law Center 1992 — 1996
LL.M.
The George Washington University Law School 1989 — 1992
J.D.
Penn State University 1982 — 1985
Bachelor of Science (B.S.)
Lower Merion High School 1978 — 1982
Guggenheim Partners April 2015 - Present
Cantor Fitzgerald/BGC February 2010 - March 2015
Katten Muchin Rosenman LLP July 2008 - January 2010
Bear, Stearns & Co. Inc December 1996 - June 2008
Institutional Direct, Inc. June 2002 - April 2006
National Association of Securities Dealers October 1992 - December 1996
FINRA (Formerly NASD) 1992 - 1996
Skills
Securities, Compliance, Hedge Funds, Trading, FINRA, Prime Brokerage, Securities Regulation, Capital Markets, Equities, Equity Trading, Trading Systems, Private Equity, Financial Services, Mutual Funds, Dodd-Frank, Series 7, Alternative Investments, Mergers & Acquisitions, Investments, Fixed Income, Financial Regulation, Broker-Dealer, Derivatives, Options, Asset Management, Series 24, AML, Electronic Trading, Structured Products, Financial Markets, Investment Banking, Bonds, Series 63, Corporate Governance, Private Placements, Securities Litigation, Bloomberg, ETFs, Investment Advisory, Wealth Management
Education
Georgetown University Law Center 1992 — 1996
LL.M.
The George Washington University Law School 1989 — 1992
J.D.
Penn State University 1982 — 1985
Bachelor of Science (B.S.)
Lower Merion High School 1978 — 1982
Barry Ziering, Ph.D. Barry Ziering, Ph.D.'s Guggenheim Partners Experience May 2014 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2014 - Present
BlackRock February 2002 - March 2014
Prudential Financial October 1998 - December 2001
Prudential Securities September 1997 - September 1998
Prudential Financial May 1989 - December 1996
Skills
New Business Development, Marketing Strategy, Capital Raises, Real Estate..., Capital, Strategy, Alternative Investments, Investments, Real Estate Economics, Real Estate, Asset Managment, Risk Management, Asset Management, Investment Management, Private Equity, Venture Capital, Portfolio Management, Funding, Real Estate Private..., Valuation, Capital Raising, Due Diligence, Capital Markets
Education
Illinois Institute of Technology
Ph.D., Behavioral Economics
Rutgers, The State University of New Jersey-New Brunswick
BA, Psychology
Guggenheim Partners May 2014 - Present
BlackRock February 2002 - March 2014
Prudential Financial October 1998 - December 2001
Prudential Securities September 1997 - September 1998
Prudential Financial May 1989 - December 1996
Skills
New Business Development, Marketing Strategy, Capital Raises, Real Estate..., Capital, Strategy, Alternative Investments, Investments, Real Estate Economics, Real Estate, Asset Managment, Risk Management, Asset Management, Investment Management, Private Equity, Venture Capital, Portfolio Management, Funding, Real Estate Private..., Valuation, Capital Raising, Due Diligence, Capital Markets
Education
Illinois Institute of Technology
Ph.D., Behavioral Economics
Rutgers, The State University of New Jersey-New Brunswick
BA, Psychology
Marie McCarthy's Guggenheim Partners Experience June 2012 - Present
Job Sr. Project Manager at Guggenheim Partners
Industry Information Technology and Services
Experience
Guggenheim Partners June 2012 - Present
Volunteer, Faith in Action 2008 - Present
SBI Financial Services January 2011 - June 2012
Mars/Wm Wrigley Jr Co September 2008 - December 2010
Wm. Wrigley Jr. Company April 2005 - September 2008
Wrigley January 2001 - April 2005
Wrigley November 1988 - January 2001
Skills
Strategic IT Planning, IT Management, Budget Management, Innovative Problem..., Strategic Leader, Technology Architecture, Enterprise Architecture, Project Management
Education
Keller Graduate School of Management of DeVry University 1990 — 1994
MBA
University of Notre Dame 1973 — 1977
BSChE
Guggenheim Partners June 2012 - Present
Volunteer, Faith in Action 2008 - Present
SBI Financial Services January 2011 - June 2012
Mars/Wm Wrigley Jr Co September 2008 - December 2010
Wm. Wrigley Jr. Company April 2005 - September 2008
Wrigley January 2001 - April 2005
Wrigley November 1988 - January 2001
Skills
Strategic IT Planning, IT Management, Budget Management, Innovative Problem..., Strategic Leader, Technology Architecture, Enterprise Architecture, Project Management
Education
Keller Graduate School of Management of DeVry University 1990 — 1994
MBA
University of Notre Dame 1973 — 1977
BSChE
Leif Soderberg Leif Soderberg's Guggenheim Partners Experience May 2005 - December 2010
Job Operating Partner at Snow Phipps
Industry Venture Capital & Private Equity
Experience
Snow Phipps Group January 2011 - Present
Guggenheim Partners May 2005 - December 2010
Motorola April 1993 - April 2005
McKinsey & Company September 1978 - March 1993
Skills
Private Equity, Contract Negotiation, Venture Capital, Capital Markets, Mergers, Valuation, Acquisition Integration, Entrepreneurship, Corporate Development, Investments, Telecommunications, Investment Banking, Due Diligence, Leadership, Hedge Funds, Asset Management, Equities, Executive Management, Strategic Partnerships
Education
MIT Sloan School of Management 1976 — 1978
MSM, Finance/Marketing
Harvard College 1972 — 1976
BA, Economics
Snow Phipps Group January 2011 - Present
Guggenheim Partners May 2005 - December 2010
Motorola April 1993 - April 2005
McKinsey & Company September 1978 - March 1993
Skills
Private Equity, Contract Negotiation, Venture Capital, Capital Markets, Mergers, Valuation, Acquisition Integration, Entrepreneurship, Corporate Development, Investments, Telecommunications, Investment Banking, Due Diligence, Leadership, Hedge Funds, Asset Management, Equities, Executive Management, Strategic Partnerships
Education
MIT Sloan School of Management 1976 — 1978
MSM, Finance/Marketing
Harvard College 1972 — 1976
BA, Economics
Patrick Trousdale Patrick Trousdale's Guggenheim Partners Experience July 2015 - Present
Job Associate at Guggenheim Partners
Industry Banking
Experience
Guggenheim Partners July 2015 - Present
Guggenheim Partners October 2014 - Present
Bank of America July 2012 - October 2014
Skills
Financial Modeling, Accounting, Corporate Finance, Financial Analysis, Private Equity, Equity Capital Markets, Capital Markets, Leveraged Finance, Freight Transportation
Education
Georgetown University 2008 — 2012
Political Economy
Guggenheim Partners July 2015 - Present
Guggenheim Partners October 2014 - Present
Bank of America July 2012 - October 2014
Skills
Financial Modeling, Accounting, Corporate Finance, Financial Analysis, Private Equity, Equity Capital Markets, Capital Markets, Leveraged Finance, Freight Transportation
Education
Georgetown University 2008 — 2012
Political Economy
Mark Medish Mark Medish's Guggenheim Partners Experience 2012 - 2015
Job Globalist
Industry Financial Services
Experience
Guggenheim Partners 2012 - 2015
Akin Gump Strauss Hauer & Feld LLP 2001 - 2006
Skills
Mergers & Acquisitions, Economics, Private Equity, Strategy, Portfolio Management, Management Consulting, Investments, Financial Analysis, Alternative Investments, Strategic Planning, Asset Management, Capital Markets, Finance, Risk Management, International Relations, Hedge Funds, Due Diligence, Valuation, Analysis, Strategic Communications, Emerging Markets, Corporate Finance, Financial Modeling, Mergers, Business Strategy, Venture Capital, Research
Education
Georgetown University
Harvard Law School
Harvard University
University of Oxford
Guggenheim Partners 2012 - 2015
Akin Gump Strauss Hauer & Feld LLP 2001 - 2006
Skills
Mergers & Acquisitions, Economics, Private Equity, Strategy, Portfolio Management, Management Consulting, Investments, Financial Analysis, Alternative Investments, Strategic Planning, Asset Management, Capital Markets, Finance, Risk Management, International Relations, Hedge Funds, Due Diligence, Valuation, Analysis, Strategic Communications, Emerging Markets, Corporate Finance, Financial Modeling, Mergers, Business Strategy, Venture Capital, Research
Education
Georgetown University
Harvard Law School
Harvard University
University of Oxford
Michael Coffey Michael Coffey's Guggenheim Partners Experience July 2011 - May 2012
Job Senior Vice President at Berkshire Group
Industry Real Estate
Experience
Berkshire Group April 2015 - Present
Greenhill & Co. May 2012 - March 2015
Guggenheim Partners July 2011 - May 2012
Credit Suisse October 2007 - July 2011
Credit Suisse July 2006 - October 2007
Education
Hamilton College
Bachelor of Arts (BA), Economics
Berkshire Group April 2015 - Present
Greenhill & Co. May 2012 - March 2015
Guggenheim Partners July 2011 - May 2012
Credit Suisse October 2007 - July 2011
Credit Suisse July 2006 - October 2007
Education
Hamilton College
Bachelor of Arts (BA), Economics
Jetona Guthrie Jetona Guthrie's Guggenheim Partners Experience 2011 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Guggenheim Insurance December 2011 - Present
Guggenheim Partners 2011 - 2013
Standard Life of Indiana July 1996 - December 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Interviews, Internet, Internal Audit, 10 Key, Office Administration, Quality Assurance, Research, Typing, User Experience, Windows, Writing, Youth Ministry, Zumba
Education
Grand Canyon University 2011 — 2015
Substance Abuse/Addiction Counseling
MLG Academy 2001 — 2007
Christian Studies
Pontiac Business Institute 1984 — 1985
Certification, General Office Occupations and Clerical Services, A
Guggenheim Insurance December 2011 - Present
Guggenheim Partners 2011 - 2013
Standard Life of Indiana July 1996 - December 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Interviews, Internet, Internal Audit, 10 Key, Office Administration, Quality Assurance, Research, Typing, User Experience, Windows, Writing, Youth Ministry, Zumba
Education
Grand Canyon University 2011 — 2015
Substance Abuse/Addiction Counseling
MLG Academy 2001 — 2007
Christian Studies
Pontiac Business Institute 1984 — 1985
Certification, General Office Occupations and Clerical Services, A
Kenneth DePre's Guggenheim Partners Experience May 2008 - October 2013
Job Investments at Security Benefit
Industry Financial Services
Experience
Security Benefit October 2013 - Present
Guggenheim Partners May 2008 - October 2013
J.P. Morgan July 2006 - May 2008
United States Air Force October 2001 - August 2007
Skills
Options, Index Options, Bloomberg, Securities, Interest Rate Swaps, Fixed Income, FX trading, Equities, Equity Research, Capital Markets, Series 7, Mutual Funds, Series 63, Bonds, Hedge Funds
Education
High Point University 1996 — 2000
Finance
Security Benefit October 2013 - Present
Guggenheim Partners May 2008 - October 2013
J.P. Morgan July 2006 - May 2008
United States Air Force October 2001 - August 2007
Skills
Options, Index Options, Bloomberg, Securities, Interest Rate Swaps, Fixed Income, FX trading, Equities, Equity Research, Capital Markets, Series 7, Mutual Funds, Series 63, Bonds, Hedge Funds
Education
High Point University 1996 — 2000
Finance
C. Shawn Bookin C. Shawn Bookin's Guggenheim Partners Experience 2012 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 2012 - Present
Australian Trade Commission 2010 - 2012
American Australian Association 2007 - 2011
Mount Kellett 2008 - 2010
Brentwood School 2006 - 2008
TCW Group 1996 - 2008
Goldman Sachs 1994 - 1996
Chanin Capital Partners 1990 - 1994
Drexel Burnham Lambert 1987 - 1989
Skills
Private Equity, Investments, Investment Banking, Equities, LBO, Valuation, Hedge Funds, Financial Modeling, Venture Capital, High Yield, Management, Growth Capital, Corporate Finance, Capital Markets, Strategic Planning, Due Diligence, Alternative Investments
Education
Macquarie University 1989 — 1990
MA
Harvard University 1983 — 1987
AB
Guggenheim Partners 2012 - Present
Australian Trade Commission 2010 - 2012
American Australian Association 2007 - 2011
Mount Kellett 2008 - 2010
Brentwood School 2006 - 2008
TCW Group 1996 - 2008
Goldman Sachs 1994 - 1996
Chanin Capital Partners 1990 - 1994
Drexel Burnham Lambert 1987 - 1989
Skills
Private Equity, Investments, Investment Banking, Equities, LBO, Valuation, Hedge Funds, Financial Modeling, Venture Capital, High Yield, Management, Growth Capital, Corporate Finance, Capital Markets, Strategic Planning, Due Diligence, Alternative Investments
Education
Macquarie University 1989 — 1990
MA
Harvard University 1983 — 1987
AB
Khaled R. Mostafa Khaled R. Mostafa's Guggenheim Partners Experience January 2013 - Present
Job Fund Administrator at Guggenheim Investments
Industry Translation and Localization
Experience
Guggenheim Partners January 2013 - Present
SEI Investments Company October 2003 - December 2011
BNY Mellon (Formerly PNC/PFPC Global Fund Services) February 2000 - October 2003
TD Bank (Formerly Commerce Bank) October 1999 - February 2000
Skills
Accounting, Fund Accounting, Hedge Funds, Hedge Accounting, Arabic, Egyptian Arabic, Egyptian Colloquial..., Modern Standard Arabic, North Africa, Middle East, Corporate Actions, Fund Administration, Financial Services, Fund Of Funds, Microsoft Excel, Securities
Education
Georgetown University 2012 — 2012
English for Heritage Language Speakers (EHLS) Certificate Program
Saint Joseph's University 2005 — 2008
MS in Financial Services
Wilmington University 2002 — 2004
BS in Finance
Montgomery County Community College 1997 — 2000
AS in Accounting
University of the District of Columbia
University of the District of Columbia
University of the District of Columbia
University of the District of Columbia
Guggenheim Partners January 2013 - Present
SEI Investments Company October 2003 - December 2011
BNY Mellon (Formerly PNC/PFPC Global Fund Services) February 2000 - October 2003
TD Bank (Formerly Commerce Bank) October 1999 - February 2000
Skills
Accounting, Fund Accounting, Hedge Funds, Hedge Accounting, Arabic, Egyptian Arabic, Egyptian Colloquial..., Modern Standard Arabic, North Africa, Middle East, Corporate Actions, Fund Administration, Financial Services, Fund Of Funds, Microsoft Excel, Securities
Education
Georgetown University 2012 — 2012
English for Heritage Language Speakers (EHLS) Certificate Program
Saint Joseph's University 2005 — 2008
MS in Financial Services
Wilmington University 2002 — 2004
BS in Finance
Montgomery County Community College 1997 — 2000
AS in Accounting
University of the District of Columbia
University of the District of Columbia
University of the District of Columbia
University of the District of Columbia
SHIVANI CHOUDHARY, CIPM's Guggenheim Partners Experience May 2010 - Present
Job Investment Performance Analyst (GIPS)
Industry Financial Services
Experience
Guggenheim Partners May 2010 - Present
Wilshire Associates June 2007 - May 2010
Stuart School Of Business September 2006 - June 2007
Skills
Performance Attribution, Performance Measurement, GIPS, Fixed Income, Bloomberg, Equities, Alternative Investments, VBA, Portfolio Management, Financial Risk, Hedge Funds, Quantitative Finance, Derivatives, Financial Modeling, Asset Management, Investments
Education
Illinois Institute of Technology 2006 — 2008
MBA, Finance
Institute of Technology and Management 2002 — 2006
BE, Electronics and Instrumentation
Guggenheim Partners May 2010 - Present
Wilshire Associates June 2007 - May 2010
Stuart School Of Business September 2006 - June 2007
Skills
Performance Attribution, Performance Measurement, GIPS, Fixed Income, Bloomberg, Equities, Alternative Investments, VBA, Portfolio Management, Financial Risk, Hedge Funds, Quantitative Finance, Derivatives, Financial Modeling, Asset Management, Investments
Education
Illinois Institute of Technology 2006 — 2008
MBA, Finance
Institute of Technology and Management 2002 — 2006
BE, Electronics and Instrumentation
Marc Trostle Marc Trostle's Guggenheim Partners Experience August 2013 - Present
Job Investment Banking Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2013 - Present
Bank of America July 2012 - August 2013
Bank of America Merrill Lynch May 2010 - July 2012
Hamilton College February 2008 - May 2010
Hamilton College November 2007 - May 2010
Guthrie Health June 2008 - August 2008
Education
Hamilton College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Kent School 2003 — 2006
Guggenheim Partners August 2013 - Present
Bank of America July 2012 - August 2013
Bank of America Merrill Lynch May 2010 - July 2012
Hamilton College February 2008 - May 2010
Hamilton College November 2007 - May 2010
Guthrie Health June 2008 - August 2008
Education
Hamilton College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Kent School 2003 — 2006
Andrea C Bode's Guggenheim Partners Experience April 2015 - Present
Job Vice President Corporate Accounting at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2015 - Present
Cedar Capital February 2014 - March 2015
Heidrick & Struggles August 2010 - February 2014
DWS Investments, Inc September 2003 - September 2009
Envestnet Asset Management June 2001 - September 2003
Duff & Phelps Investment Management Co. June 1998 - May 2001
Skills
Investments, Asset Management, Financial Reporting, Financial Analysis, Accounting, Financial Modeling, Mergers & Acquisitions, Asset Managment, Corporate Finance, Internal Controls, Finance, Management, Forecasting
Education
Indiana University - Kelley School of Business 1990 — 1994
BS, Accounting
Indiana University Bloomington
Bachelor of Science in Accountancy
Guggenheim Partners April 2015 - Present
Cedar Capital February 2014 - March 2015
Heidrick & Struggles August 2010 - February 2014
DWS Investments, Inc September 2003 - September 2009
Envestnet Asset Management June 2001 - September 2003
Duff & Phelps Investment Management Co. June 1998 - May 2001
Skills
Investments, Asset Management, Financial Reporting, Financial Analysis, Accounting, Financial Modeling, Mergers & Acquisitions, Asset Managment, Corporate Finance, Internal Controls, Finance, Management, Forecasting
Education
Indiana University - Kelley School of Business 1990 — 1994
BS, Accounting
Indiana University Bloomington
Bachelor of Science in Accountancy
Blake Stanislaw's Guggenheim Partners Experience August 2015 - Present
Job Performance Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2015 - Present
Performance Trust Asset Management June 2014 - May 2015
Ernst & Young January 2013 - June 2014
Bank of America Merrill Lynch May 2011 - August 2011
Hurlow Wealth Management Group Inc August 2010 - January 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Finance, Portfolio Management, Analysis, Microsoft Excel, Asset Management, Management, Hedge Funds, Mutual Funds, Financial Services, Financial Modeling, Financial Analysis
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance
St. Xavier High School 2004 — 2008
Guggenheim Partners August 2015 - Present
Performance Trust Asset Management June 2014 - May 2015
Ernst & Young January 2013 - June 2014
Bank of America Merrill Lynch May 2011 - August 2011
Hurlow Wealth Management Group Inc August 2010 - January 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Finance, Portfolio Management, Analysis, Microsoft Excel, Asset Management, Management, Hedge Funds, Mutual Funds, Financial Services, Financial Modeling, Financial Analysis
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance
St. Xavier High School 2004 — 2008
Donald Pochron's Guggenheim Partners Experience April 2011 - January 2012
Job Manager of Software Architecture at Celergo LLC
Industry Financial Services
Experience
Celergo LLC March 2012 - Present
Guggenheim Partners April 2011 - January 2012
Consolidated Trading May 2008 - October 2010
Townsend Analytics, Ltd. (Lehman Brothers) February 2001 - May 2008
First Options (Goldman Sachs) March 1996 - February 2001
Skills
Electronic Trading, Trading Systems, Equities, Microsoft SQL Server, Business Analysis, Options, Software Project..., SQL, SSIS, Business Intelligence, C#, Fixed Income, Microsoft CRM, Financial Markets, Derivatives, SDLC, Market Data, Software Development, CRM, Requirements Analysis, T-SQL, Enterprise Architecture, Agile Methodologies, Databases, Vendor Management, SSRS, Database Design, Integration, Visual Basic
Education
Illinois Institute of Technology 2001 — 2002
GC, Equity Modeling
Roosevelt University 1992 — 2001
BGS, Computer Science, Accounting
Celergo LLC March 2012 - Present
Guggenheim Partners April 2011 - January 2012
Consolidated Trading May 2008 - October 2010
Townsend Analytics, Ltd. (Lehman Brothers) February 2001 - May 2008
First Options (Goldman Sachs) March 1996 - February 2001
Skills
Electronic Trading, Trading Systems, Equities, Microsoft SQL Server, Business Analysis, Options, Software Project..., SQL, SSIS, Business Intelligence, C#, Fixed Income, Microsoft CRM, Financial Markets, Derivatives, SDLC, Market Data, Software Development, CRM, Requirements Analysis, T-SQL, Enterprise Architecture, Agile Methodologies, Databases, Vendor Management, SSRS, Database Design, Integration, Visual Basic
Education
Illinois Institute of Technology 2001 — 2002
GC, Equity Modeling
Roosevelt University 1992 — 2001
BGS, Computer Science, Accounting
Jennifer Winick Karras Jennifer Winick Karras's Guggenheim Partners Experience October 2005 - April 2012
Job Chief Strategy Officer, JKRS, Ltd.
Industry Marketing and Advertising
Experience
JKRS Ltd. February 2012 - Present
Guggenheim Partners October 2005 - April 2012
UNext September 1999 - April 2004
Burson-Marsteller 1997 - 1999
MMPI 1995 - 1997
Chicago Park District 1991 - 1995
Skills
Strategy, Strategic Communications, Corporate Communications, Media Relations, Public Relations, Investor Relations, Thought Leadership, Marketing Communications, Marketing Strategy, Alternative Investments, Brand Management, Branding & Identity, Corporate Branding, Internal Communications, Strategic Partnerships
Education
Ithaca College 1984 — 1988
BA, Politics
Masconomet Regional High School 1980 — 1984
JKRS Ltd. February 2012 - Present
Guggenheim Partners October 2005 - April 2012
UNext September 1999 - April 2004
Burson-Marsteller 1997 - 1999
MMPI 1995 - 1997
Chicago Park District 1991 - 1995
Skills
Strategy, Strategic Communications, Corporate Communications, Media Relations, Public Relations, Investor Relations, Thought Leadership, Marketing Communications, Marketing Strategy, Alternative Investments, Brand Management, Branding & Identity, Corporate Branding, Internal Communications, Strategic Partnerships
Education
Ithaca College 1984 — 1988
BA, Politics
Masconomet Regional High School 1980 — 1984
Brian Essig's Guggenheim Partners Experience November 2014 - Present
Job Regional Sales Associate, RIA Division at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners November 2014 - Present
Guggenheim Partners March 2014 - November 2014
Guggenheim Partners January 2012 - February 2014
Harbor Capital Advisors August 2010 - December 2011
Edward Jones June 2009 - November 2009
Francorp May 2008 - August 2008
Chicago Board of Trade May 2005 - August 2005
Skills
Investments, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg, Valuation, Strategic Planning, Portfolio Management, Hedge Funds, Asset Management, Alternative Investments, Equities, Series 7, Series 63, Finance
Education
Indiana University Bloomington
Economics and Public Finance
Guggenheim Partners November 2014 - Present
Guggenheim Partners March 2014 - November 2014
Guggenheim Partners January 2012 - February 2014
Harbor Capital Advisors August 2010 - December 2011
Edward Jones June 2009 - November 2009
Francorp May 2008 - August 2008
Chicago Board of Trade May 2005 - August 2005
Skills
Investments, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg, Valuation, Strategic Planning, Portfolio Management, Hedge Funds, Asset Management, Alternative Investments, Equities, Series 7, Series 63, Finance
Education
Indiana University Bloomington
Economics and Public Finance
Steven Trzyna Steven Trzyna's Guggenheim Partners Experience July 2014 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2014 - Present
United States Marine Corps-Reserve: 2nd Battalion, 24th Marines May 2013 - January 2015
U.S. Bank: Global Corporate Trust Group December 2012 - July 2014
United States Marine Corps: 1st Battalion, 8th Marines March 2012 - September 2012
United States Marine Corps: 1st Battalion, 8th Marines March 2010 - February 2012
Skills
Command, Operational Planning, Military, Security Clearance, Leadership, National Security, Military Operations, Customer Service, Military Experience, Microsoft Excel, Risk Management, Intelligence, Financial Analysis, Force Protection, Intelligence Analysis
Education
Northwestern University - Kellogg School of Management 2013 — 2015
MBA Candidate, Marketing & Finance
Illinois Wesleyan University 2004 — 2008
Bachelor of Arts (BA), International/Global Studies
School for International Training 2007 — 2008
Sultanate of Oman: Political Culture & Economic Development
Guggenheim Partners July 2014 - Present
United States Marine Corps-Reserve: 2nd Battalion, 24th Marines May 2013 - January 2015
U.S. Bank: Global Corporate Trust Group December 2012 - July 2014
United States Marine Corps: 1st Battalion, 8th Marines March 2012 - September 2012
United States Marine Corps: 1st Battalion, 8th Marines March 2010 - February 2012
Skills
Command, Operational Planning, Military, Security Clearance, Leadership, National Security, Military Operations, Customer Service, Military Experience, Microsoft Excel, Risk Management, Intelligence, Financial Analysis, Force Protection, Intelligence Analysis
Education
Northwestern University - Kellogg School of Management 2013 — 2015
MBA Candidate, Marketing & Finance
Illinois Wesleyan University 2004 — 2008
Bachelor of Arts (BA), International/Global Studies
School for International Training 2007 — 2008
Sultanate of Oman: Political Culture & Economic Development
Joseph Yannone's Guggenheim Partners Experience February 2007 - December 2013
Job Controller at The DSF Group
Industry Accounting
Experience
Harvard Management Company July 2015 - Present
The DSF Group January 2014 - June 2015
Guggenheim Partners February 2007 - December 2013
PricewaterhouseCoopers September 2004 - January 2007
Reznick Group, PC 2002 - 2004
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BS, Accounting
Harvard Management Company July 2015 - Present
The DSF Group January 2014 - June 2015
Guggenheim Partners February 2007 - December 2013
PricewaterhouseCoopers September 2004 - January 2007
Reznick Group, PC 2002 - 2004
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BS, Accounting
Robert Nally's Guggenheim Partners Experience October 2004 - September 2006
Job Creative Director at Make or Break Games
Industry Computer Games
Experience
Make or Break Games April 2014 - Present
Montgomery County Community College January 2012 - Present
Hit the Sticks, LLC October 2011 - June 2013
iD Tech Camps June 2011 - July 2011
Full Sail University February 2011 - April 2011
Ballard Spahr Andrews & Ingersoll, LLP September 2006 - November 2008
Guggenheim Private Family Networks October 2004 - September 2006
Guggenheim Partners October 2004 - September 2006
Skills
SQL, Zbrush, 3D Modeling, Maya, Photoshop, Texturing, Video Games, JavaScript, Unreal Engine 3, CRM, 3D, Animation, Mudbox, Scripting, Concept Design, Unity3D, Databases, UDK, Game Design, Game Development, User Interface Design
Education
Full Sail University 2009 — 2010
Bachelor of Science, Game Art
Villanova University 2000 — 2004
Bachelor of Science, Computer Science
Make or Break Games April 2014 - Present
Montgomery County Community College January 2012 - Present
Hit the Sticks, LLC October 2011 - June 2013
iD Tech Camps June 2011 - July 2011
Full Sail University February 2011 - April 2011
Ballard Spahr Andrews & Ingersoll, LLP September 2006 - November 2008
Guggenheim Private Family Networks October 2004 - September 2006
Guggenheim Partners October 2004 - September 2006
Skills
SQL, Zbrush, 3D Modeling, Maya, Photoshop, Texturing, Video Games, JavaScript, Unreal Engine 3, CRM, 3D, Animation, Mudbox, Scripting, Concept Design, Unity3D, Databases, UDK, Game Design, Game Development, User Interface Design
Education
Full Sail University 2009 — 2010
Bachelor of Science, Game Art
Villanova University 2000 — 2004
Bachelor of Science, Computer Science
Anthony Cheong's Guggenheim Partners Experience May 2015 - Present
Job eBusiness Project Manager at Guggenheim Partners
Industry Online Media
Experience
Guggenheim Partners May 2015 - Present
Guggenheim Investments September 2012 - May 2015
Motorola Employees Credit Union September 2009 - September 2012
HSBC September 2004 - September 2009
Signature HomeStyles January 2004 - September 2004
Skills
Digital Strategy, Marketing, Marketing Communications, Web Design, Online Marketing, Web Analytics, Strategic Planning, Integrated Marketing, Marketing Strategy, Analytics, CRM, E-commerce, SEM, SEO, Email Marketing, Project Management, Content Management, Social Media, Direct Marketing, Digital Marketing, Online Advertising, User Experience, User Interface, Web Applications, Mobile Applications
Education
The University of British Columbia 2010 — 2010
Award of Achievement, Web Analytics
Roosevelt University 2006 — 2008
Master's, Integrated Marketing Communications
University of Illinois at Urbana-Champaign 2002 — 2003
Web Master Certificate, Web Certificate Program
Illinois Institute of Art 2000 — 2001
Associate's, Multimedia Production
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor's, Biology
Guggenheim Partners May 2015 - Present
Guggenheim Investments September 2012 - May 2015
Motorola Employees Credit Union September 2009 - September 2012
HSBC September 2004 - September 2009
Signature HomeStyles January 2004 - September 2004
Skills
Digital Strategy, Marketing, Marketing Communications, Web Design, Online Marketing, Web Analytics, Strategic Planning, Integrated Marketing, Marketing Strategy, Analytics, CRM, E-commerce, SEM, SEO, Email Marketing, Project Management, Content Management, Social Media, Direct Marketing, Digital Marketing, Online Advertising, User Experience, User Interface, Web Applications, Mobile Applications
Education
The University of British Columbia 2010 — 2010
Award of Achievement, Web Analytics
Roosevelt University 2006 — 2008
Master's, Integrated Marketing Communications
University of Illinois at Urbana-Champaign 2002 — 2003
Web Master Certificate, Web Certificate Program
Illinois Institute of Art 2000 — 2001
Associate's, Multimedia Production
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor's, Biology
Joanna Avila's Guggenheim Partners Experience August 2014 - Present
Job Accounting Senior Associate at Guggenheim Partners
Industry Accounting
Julia Kaufman's Guggenheim Partners Experience April 2013 - Present
Job Senior Managing Director, Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners April 2013 - Present
Barclays September 2008 - April 2013
Lehman Brothers 2008 - 2008
Bain & Company 1994 - 2008
Skills
Strategy, Management Consulting, Strategic Planning, Competitive Analysis, Financial Analysis, Talent Management, Recruiting, Organizational Design, Change Management, Financial Services, Emerging Markets
Education
Harvard Business School
MBA
University of Virginia
B.A., Foreign Affairs, Russian Studies
Guggenheim Partners April 2013 - Present
Barclays September 2008 - April 2013
Lehman Brothers 2008 - 2008
Bain & Company 1994 - 2008
Skills
Strategy, Management Consulting, Strategic Planning, Competitive Analysis, Financial Analysis, Talent Management, Recruiting, Organizational Design, Change Management, Financial Services, Emerging Markets
Education
Harvard Business School
MBA
University of Virginia
B.A., Foreign Affairs, Russian Studies
Jennifer Longworth's Guggenheim Partners Experience March 2011 - November 2011
Job Library Aide at Hubenak Elementary School
Industry Accounting
Experience
Hubenak Elementary School August 2015 - Present
Custom Sugar May 2014 - Present
Guggenheim Partners March 2011 - November 2011
AXA Assistance USA January 2010 - March 2010
BWAY Corporation October 2009 - December 2009
ABN AMRO June 2007 - October 2009
Calyon Trust B.V. March 2006 - January 2007
Equity Trust June 2005 - March 2006
Calyon Trust B.V. May 2002 - June 2005
EF Education October 1999 - May 2002
Skills
Fluent Dutch, International background, Extensive finance &..., Project Finance, Financial Analysis, Banking, Corporate Finance, Financial Reporting, Accounting, Budgets, Essbase, Business Analysis, Variance Analysis, Analysis, Microsoft Excel, Finance, Consolidation, Business Strategy, Microsoft Office
Education
Hogeschool voor Economische Studies Amsterdam (HES) 2003 — 2004
Business, International Business and Management
Hubenak Elementary School August 2015 - Present
Custom Sugar May 2014 - Present
Guggenheim Partners March 2011 - November 2011
AXA Assistance USA January 2010 - March 2010
BWAY Corporation October 2009 - December 2009
ABN AMRO June 2007 - October 2009
Calyon Trust B.V. March 2006 - January 2007
Equity Trust June 2005 - March 2006
Calyon Trust B.V. May 2002 - June 2005
EF Education October 1999 - May 2002
Skills
Fluent Dutch, International background, Extensive finance &..., Project Finance, Financial Analysis, Banking, Corporate Finance, Financial Reporting, Accounting, Budgets, Essbase, Business Analysis, Variance Analysis, Analysis, Microsoft Excel, Finance, Consolidation, Business Strategy, Microsoft Office
Education
Hogeschool voor Economische Studies Amsterdam (HES) 2003 — 2004
Business, International Business and Management
Kevin Bishop, CFA's Guggenheim Partners Experience April 2014 - Present
Job Director, Investor Relations at Guggenheim Real Estate
Industry Investment Management
Experience
Guggenheim Partners April 2014 - Present
Fidelity Investments July 2003 - March 2014
Boston Partners Asset Management July 1999 - July 2003
Brown Brothers Harriman September 1997 - July 1999
Skills
Real Estate Private..., Investor Relations, Relationship Management, Institutional Investors, Consultant relations, Business Development, Product Development, Product Management, Commercial Real Estate, REIT, Securities, Equities, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Limited Partnerships, Asset Managment, Investment Management, Investments, Chartered Financial..., Investment Strategies, Series 7, Series 63, Bloomberg, Competitive Analysis
Education
Hamilton College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Bishop Hendricken High School 1989 — 1993
Guggenheim Partners April 2014 - Present
Fidelity Investments July 2003 - March 2014
Boston Partners Asset Management July 1999 - July 2003
Brown Brothers Harriman September 1997 - July 1999
Skills
Real Estate Private..., Investor Relations, Relationship Management, Institutional Investors, Consultant relations, Business Development, Product Development, Product Management, Commercial Real Estate, REIT, Securities, Equities, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Limited Partnerships, Asset Managment, Investment Management, Investments, Chartered Financial..., Investment Strategies, Series 7, Series 63, Bloomberg, Competitive Analysis
Education
Hamilton College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Bishop Hendricken High School 1989 — 1993
Cathy Chiavetta's Guggenheim Partners Experience March 2011 - March 2012
Job Managing Director Investor Sourcing at Z Capital Partners, L.L.C.
Industry Financial Services
Experience
Z Capital Partners, L.L.C. March 2012 - June 2015
Guggenheim Partners March 2011 - March 2012
Chapdelaine Credit Partners July 2009 - January 2011
Banc of America Securities 2007 - 2009
CIT 2003 - 2007
CIT Group 2003 - 2007
The Toronto Dominion Bank 2000 - 2003
TD Securities 2000 - 2003
Bankers Trust 1996 - 1998
Deloitte & Touche 1992 - 1996
Skills
Private Equity, Leveraged Finance, Loans, Trading, Capital Markets, Financial Modeling, Corporate Finance, Project Finance, Hedge Funds, Management, High Yield, Valuation, Investment Banking, Portfolio Management, Fixed Income, Equities
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
Master of Business Administration (MBA), Finance and Economics
Lehigh University 1988 — 1992
BS, Accounting
Z Capital Partners, L.L.C. March 2012 - June 2015
Guggenheim Partners March 2011 - March 2012
Chapdelaine Credit Partners July 2009 - January 2011
Banc of America Securities 2007 - 2009
CIT 2003 - 2007
CIT Group 2003 - 2007
The Toronto Dominion Bank 2000 - 2003
TD Securities 2000 - 2003
Bankers Trust 1996 - 1998
Deloitte & Touche 1992 - 1996
Skills
Private Equity, Leveraged Finance, Loans, Trading, Capital Markets, Financial Modeling, Corporate Finance, Project Finance, Hedge Funds, Management, High Yield, Valuation, Investment Banking, Portfolio Management, Fixed Income, Equities
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
Master of Business Administration (MBA), Finance and Economics
Lehigh University 1988 — 1992
BS, Accounting
E. Connell Hasten's Guggenheim Partners Experience May 2011 - June 2014
Job Director of Investments at EquiTrust Life Insurance Company
Industry Insurance
Experience
EquiTrust Life Insurance Company July 2014 - Present
Guggenheim Partners May 2011 - June 2014
Bank of America May 2006 - May 2011
Skills
Financial Modeling, Valuation, Asset Management, Financial Analysis, Real Estate Finance, Real Estate Economics, Asset Managment, Investments, Capital Markets, Alternative Investments, Due Diligence, Private Equity
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business
BS
EquiTrust Life Insurance Company July 2014 - Present
Guggenheim Partners May 2011 - June 2014
Bank of America May 2006 - May 2011
Skills
Financial Modeling, Valuation, Asset Management, Financial Analysis, Real Estate Finance, Real Estate Economics, Asset Managment, Investments, Capital Markets, Alternative Investments, Due Diligence, Private Equity
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business
BS
Karen Olsen's Guggenheim Partners Experience October 2005 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2005 - Present
Deloitte August 1995 - October 2005
Education
George Mason University 1991 — 1995
Guggenheim Partners October 2005 - Present
Deloitte August 1995 - October 2005
Education
George Mason University 1991 — 1995
Dan Musker's Guggenheim Partners Experience December 1999 - December 2012
Job
Industry Financial Services
Experience
Guggenheim Partners December 1999 - December 2012
Arthur Andersen 1997 - 1999
Education
The University of Chicago Booth School of Business 2000 — 2003
Loyola University Chicago 1993 — 1997
BS, Accounting
Guggenheim Partners December 1999 - December 2012
Arthur Andersen 1997 - 1999
Education
The University of Chicago Booth School of Business 2000 — 2003
Loyola University Chicago 1993 — 1997
BS, Accounting
Angela Keefe's Guggenheim Partners Experience November 2006 - November 2011
Job Owner / Photographer Bedhead & Angela Keefe Photography
Industry Photography
Experience
Bedhead Boudoir Photography November 2011 - Present
Porchlight Properties October 2002 - Present
Guggenheim Partners November 2006 - November 2011
Skills
Photography, Management, Marketing, Project Management
Education
Lewis University
Bedhead Boudoir Photography November 2011 - Present
Porchlight Properties October 2002 - Present
Guggenheim Partners November 2006 - November 2011
Skills
Photography, Management, Marketing, Project Management
Education
Lewis University
John Walzer's Guggenheim Partners Experience March 2010 - January 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments October 2013 - August 2015
ITG September 2012 - July 2013
Guggenheim Partners March 2010 - January 2012
Pali Capital 2007 - 2010
RBC 2003 - 2007
SG Cowen November 2000 - October 2002
Herzog Heine and Geduld 1996 - 2001
Herzog, Heine, Geduld, Inc. (Merrill Lynch) 1996 - 2000
Skills
Equities, Capital Markets, Series 7, Bloomberg, Trading, Series 63, Hedge Funds, Equity Trading, Trading Systems, Investments, Electronic Trading, Securities, Fixed Income, Equity Research, ETFs, Asset Management, FINRA, Alternative Investments, Options, Business Strategy, Financial Analysis, Derivatives, Investment Banking, Equity Derivatives, Series 24, Proprietary Trading, Valuation, Business Communications, LinkedIn, Hold Series 7, Series 65, Retirement Planning, series 55
Education
Hobart and William Smith Colleges 1985 — 1990
Bachelor of Arts (BA)
Fordham Prep 1981 — 1985
Fidelity Investments August 2015 - Present
Fidelity Investments October 2013 - August 2015
ITG September 2012 - July 2013
Guggenheim Partners March 2010 - January 2012
Pali Capital 2007 - 2010
RBC 2003 - 2007
SG Cowen November 2000 - October 2002
Herzog Heine and Geduld 1996 - 2001
Herzog, Heine, Geduld, Inc. (Merrill Lynch) 1996 - 2000
Skills
Equities, Capital Markets, Series 7, Bloomberg, Trading, Series 63, Hedge Funds, Equity Trading, Trading Systems, Investments, Electronic Trading, Securities, Fixed Income, Equity Research, ETFs, Asset Management, FINRA, Alternative Investments, Options, Business Strategy, Financial Analysis, Derivatives, Investment Banking, Equity Derivatives, Series 24, Proprietary Trading, Valuation, Business Communications, LinkedIn, Hold Series 7, Series 65, Retirement Planning, series 55
Education
Hobart and William Smith Colleges 1985 — 1990
Bachelor of Arts (BA)
Fordham Prep 1981 — 1985
Kevin Gundersen's Guggenheim Partners Experience November 2002 - Present
Job Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners November 2002 - Present
Education
Harvard University 1995 — 1999
Milton High School 1991 — 1995
Guggenheim Partners November 2002 - Present
Education
Harvard University 1995 — 1999
Milton High School 1991 — 1995
Warren Onnie Mayshak's Guggenheim Partners Experience January 2015 - Present
Job Director, Institutional Sales at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2015 - Present
Ned Davis Research June 2013 - January 2015
Susquehanna International Group 2006 - 2013
Susquehanna International Group, LLP (SIG) July 2003 - 2006
Skills
Derivatives, Options, Series 7, Equities, Trading, Series 63, Alternative Investments, Market Making, Commodity, Equity Derivatives, Valuation, Fixed Income, Portfolio Management, Bloomberg, Hedging, Electronic Trading, Proprietary Trading, Equity Trading, Commodities
Education
Harvard University 1999 — 2003
Guggenheim Partners January 2015 - Present
Ned Davis Research June 2013 - January 2015
Susquehanna International Group 2006 - 2013
Susquehanna International Group, LLP (SIG) July 2003 - 2006
Skills
Derivatives, Options, Series 7, Equities, Trading, Series 63, Alternative Investments, Market Making, Commodity, Equity Derivatives, Valuation, Fixed Income, Portfolio Management, Bloomberg, Hedging, Electronic Trading, Proprietary Trading, Equity Trading, Commodities
Education
Harvard University 1999 — 2003
Frank Hacklander's Guggenheim Partners Experience August 2010 - Present
Job Managing Director at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Partners August 2010 - Present
Summit Securities 2008 - 2010
Fleet Securities 2002 - 2003
Citigroup Global Markets and Banking 1990 - 1997
Skills
Capital Markets, Private Equity, Fixed Income, Equities, Alternative Investments, Bloomberg, Valuation, Hedge Funds, Investment Banking, Equity Research, Trading, Financial Modeling, Bonds, Investments, Asset Management
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (M.B.A.), Accounting and Finance
Harvard University 1978 — 1982
Bachelor's Degree
Guggenheim Partners August 2010 - Present
Summit Securities 2008 - 2010
Fleet Securities 2002 - 2003
Citigroup Global Markets and Banking 1990 - 1997
Skills
Capital Markets, Private Equity, Fixed Income, Equities, Alternative Investments, Bloomberg, Valuation, Hedge Funds, Investment Banking, Equity Research, Trading, Financial Modeling, Bonds, Investments, Asset Management
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (M.B.A.), Accounting and Finance
Harvard University 1978 — 1982
Bachelor's Degree
Sara Peterkin's Guggenheim Partners Experience October 2007 - December 2011
Job Associate at Talmage, LLC
Industry Real Estate
Experience
Talmage, LLC January 2012 - Present
Guggenheim Partners October 2007 - December 2011
Skills
PowerPoint, Outlook, Excel, Word
Education
Gettysburg College 2003 — 2007
BA, Psychology
Talmage, LLC January 2012 - Present
Guggenheim Partners October 2007 - December 2011
Skills
PowerPoint, Outlook, Excel, Word
Education
Gettysburg College 2003 — 2007
BA, Psychology
James Shiles's Guggenheim Partners Experience February 2011 - Present
Job Chief Operating Officer, Guggenheim Commercial Real Estate Finance
Industry Real Estate
Experience
Guggenheim Partners February 2011 - Present
Morgan Stanley 2007 - February 2011
Bear Stearns 1999 - 2007
National Discount Brokers 1998 - 1999
EY 1995 - 1998
Education
LIU Post 1993 — 1997
Bachelor's degree
Guggenheim Partners February 2011 - Present
Morgan Stanley 2007 - February 2011
Bear Stearns 1999 - 2007
National Discount Brokers 1998 - 1999
EY 1995 - 1998
Education
LIU Post 1993 — 1997
Bachelor's degree
John Fargis's Guggenheim Partners Experience June 2015 - Present
Job Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners June 2015 - Present
NYU Stern School of Business 2014 - Present
Jefferies & Company June 2008 - February 2015
Bear Stearns March 1994 - June 2008
BlackRock July 1992 - March 1994
Chase Manhattan Bank August 1987 - July 1990
Skills
Corporate Development, Investment Banking, Business Development, Mergers & Acquisitions, Valuation, Strategic Advisory, Capital Markets, High Yield, Private Placements, Corporate Finance, Private Equity, Hedge Funds, Sell Side, Debt Restructuring, Strategy, Restructuring, Debt Structuring
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA, Finance
Hamilton College 1983 — 1987
BA, International Relations
Guggenheim Partners June 2015 - Present
NYU Stern School of Business 2014 - Present
Jefferies & Company June 2008 - February 2015
Bear Stearns March 1994 - June 2008
BlackRock July 1992 - March 1994
Chase Manhattan Bank August 1987 - July 1990
Skills
Corporate Development, Investment Banking, Business Development, Mergers & Acquisitions, Valuation, Strategic Advisory, Capital Markets, High Yield, Private Placements, Corporate Finance, Private Equity, Hedge Funds, Sell Side, Debt Restructuring, Strategy, Restructuring, Debt Structuring
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA, Finance
Hamilton College 1983 — 1987
BA, International Relations
Alycia (Koontz) Fitzgerald's Guggenheim Partners Experience April 2014 - Present
Job Performance Associate at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners April 2014 - Present
Guggenheim Partners July 2011 - March 2014
Marquette Associates January 2011 - July 2011
Marquette Associates March 2009 - December 2010
Principal Global Investors- The Principal Financial Group May 2008 - December 2008
Management Department - Gettysburg College January 2006 - May 2008
Gettysburg Area School District February 2005 - May 2008
Skills
Investments, Research, Microsoft Excel, PowerPoint, Bloomberg, Equities, Microsoft Office, Data Analysis, Microsoft Word, Asset Allocation, Asset Managment, Fixed Income, Leadership, Training, Business Analysis, Budgets, Portfolio Management, Financial Analysis, Asset Management
Education
Gettysburg College 2004 — 2008
Bachelors of Arts, Management and Liberal Arts
Gettysburg Area High School 2000 — 2004
Guggenheim Partners April 2014 - Present
Guggenheim Partners July 2011 - March 2014
Marquette Associates January 2011 - July 2011
Marquette Associates March 2009 - December 2010
Principal Global Investors- The Principal Financial Group May 2008 - December 2008
Management Department - Gettysburg College January 2006 - May 2008
Gettysburg Area School District February 2005 - May 2008
Skills
Investments, Research, Microsoft Excel, PowerPoint, Bloomberg, Equities, Microsoft Office, Data Analysis, Microsoft Word, Asset Allocation, Asset Managment, Fixed Income, Leadership, Training, Business Analysis, Budgets, Portfolio Management, Financial Analysis, Asset Management
Education
Gettysburg College 2004 — 2008
Bachelors of Arts, Management and Liberal Arts
Gettysburg Area High School 2000 — 2004
Ali Laureda's Guggenheim Partners Experience November 2005 - Present
Job Managing Director at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners November 2005 - Present
GE Capital October 1995 - October 2005
GE Capital September 1995 - September 2005
Skills
Valuation, Management, Loans, Real Estate, Private Equity, Capital Markets, Asset Management, Due Diligence, Real Estate Transactions, Real Estate Economics, Investments, Equities, Financial Analysis, Financial Structuring, Finance, Structured Finance
Education
Georgetown University 1985 — 1989
BSBA, Finance & International Mgmt
Guggenheim Partners November 2005 - Present
GE Capital October 1995 - October 2005
GE Capital September 1995 - September 2005
Skills
Valuation, Management, Loans, Real Estate, Private Equity, Capital Markets, Asset Management, Due Diligence, Real Estate Transactions, Real Estate Economics, Investments, Equities, Financial Analysis, Financial Structuring, Finance, Structured Finance
Education
Georgetown University 1985 — 1989
BSBA, Finance & International Mgmt
Burak Hurmeydan's Guggenheim Partners Experience 2011 - Present
Job Quantitative Analyst at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners 2011 - Present
Citadel 2008 - 2009
Skills
Quantitative Finance, Quantitative Investing, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Equity Research, Fixed Income, Hedge Funds, Market Risk, Portfolio Management, Quantitative Analytics, Strategy, Financial Analysis
Education
Louisiana State University
PhD, Financial Econometrics
Guggenheim Partners 2011 - Present
Citadel 2008 - 2009
Skills
Quantitative Finance, Quantitative Investing, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Equity Research, Fixed Income, Hedge Funds, Market Risk, Portfolio Management, Quantitative Analytics, Strategy, Financial Analysis
Education
Louisiana State University
PhD, Financial Econometrics
Bryan Sigman, CPA's Guggenheim Partners Experience May 2012 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2012 - Present
KPMG November 2009 - April 2012
KPMG June 2008 - August 2008
Education
Indiana University - Kelley School of Business 2004 — 2009
Bachelor of Science (BS), Business/Commerce, General
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business
Guggenheim Partners May 2012 - Present
KPMG November 2009 - April 2012
KPMG June 2008 - August 2008
Education
Indiana University - Kelley School of Business 2004 — 2009
Bachelor of Science (BS), Business/Commerce, General
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business
Dustan Beier's Guggenheim Partners Experience October 2002 - Present
Job Senior Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2002 - Present
Skills
Mergers & Acquisitions, Financial Modeling
Education
University of Chicago 1991 — 1995
MBA
Illinois State University 1983 — 1986
BS, Accounting
Guggenheim Partners October 2002 - Present
Skills
Mergers & Acquisitions, Financial Modeling
Education
University of Chicago 1991 — 1995
MBA
Illinois State University 1983 — 1986
BS, Accounting
William Leckey's Guggenheim Partners Experience May 2012 - Present
Job Director, CAO, Intermediary Distribution at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Partners May 2012 - Present
Guggenheim Partners July 2010 - May 2012
BlackRock January 2008 - July 2010
BlackRock July 2006 - January 2008
Skills
Fixed Income, Hedge Funds, Bloomberg, Capital Markets, Equities, Alternative Investments, Mutual Funds, Series 7, Asset Management, Investments, Asset Allocation, ETFs, Investment Management, Series 63, FINRA, Investment Advisory, Wealth Management, Financial Advisory, Bonds, Structured Products
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, Economics, Psychology
Guggenheim Partners May 2012 - Present
Guggenheim Partners July 2010 - May 2012
BlackRock January 2008 - July 2010
BlackRock July 2006 - January 2008
Skills
Fixed Income, Hedge Funds, Bloomberg, Capital Markets, Equities, Alternative Investments, Mutual Funds, Series 7, Asset Management, Investments, Asset Allocation, ETFs, Investment Management, Series 63, FINRA, Investment Advisory, Wealth Management, Financial Advisory, Bonds, Structured Products
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, Economics, Psychology
Ryan Forberg, CFA's Guggenheim Partners Experience March 2012 - April 2013
Job Fixed Income Analyst at RMB Capital
Industry Financial Services
Experience
RMB Capital April 2013 - Present
Guggenheim Partners March 2012 - April 2013
Guggenheim Partners May 2010 - March 2012
Country Insurance & Financial Services January 2009 - May 2010
Educational Investment Fund August 2009 - December 2009
Vernon Development, Inc. April 2007 - December 2008
Skills
Microsoft Excel, Visual Basic, Microsoft Office, BlackRock Aladdin, Bloomberg, Asset Managment, Fixed Income, Finance, Market Research, Trading, Portfolio Management, Capital Markets, Insurance, Investment Management, VBA, Asset Management
Education
Illinois State University
Bachelor of Science, Finance, Accounting, Business
RMB Capital April 2013 - Present
Guggenheim Partners March 2012 - April 2013
Guggenheim Partners May 2010 - March 2012
Country Insurance & Financial Services January 2009 - May 2010
Educational Investment Fund August 2009 - December 2009
Vernon Development, Inc. April 2007 - December 2008
Skills
Microsoft Excel, Visual Basic, Microsoft Office, BlackRock Aladdin, Bloomberg, Asset Managment, Fixed Income, Finance, Market Research, Trading, Portfolio Management, Capital Markets, Insurance, Investment Management, VBA, Asset Management
Education
Illinois State University
Bachelor of Science, Finance, Accounting, Business
John B. Detwiler's Guggenheim Partners Experience July 2006 - Present
Job Guggenheim Real Estate LLC
Industry Real Estate
Experience
Guggenheim Partners July 2006 - Present
Faison July 1997 - June 2006
Stonebridge Associates July 1993 - June 1997
Skills
Real Estate, Asset Management, Investments, Due Diligence, Financial Modeling, Financial Analysis, Accounting, FHA, Refinance, Mortgage Lending, First Time Home Buyers, Real Estate Economics, Investment Properties, Mortgage Banking, Residential Mortgages, Valuation, Loan Origination, Loans, Real Estate Transactions, Foreclosures
Education
Hobart and William Smith Colleges 1975 — 1979
Bachelor of Arts (BA)
Guggenheim Partners July 2006 - Present
Faison July 1997 - June 2006
Stonebridge Associates July 1993 - June 1997
Skills
Real Estate, Asset Management, Investments, Due Diligence, Financial Modeling, Financial Analysis, Accounting, FHA, Refinance, Mortgage Lending, First Time Home Buyers, Real Estate Economics, Investment Properties, Mortgage Banking, Residential Mortgages, Valuation, Loan Origination, Loans, Real Estate Transactions, Foreclosures
Education
Hobart and William Smith Colleges 1975 — 1979
Bachelor of Arts (BA)
Brad Hartung, CFA's Guggenheim Partners Experience June 2009 - Present
Job Fixed Income Structured Product Sales
Industry Financial Services
Experience
Guggenheim Partners June 2009 - Present
Skills
MBS, Credit, CMBS, Bloomberg, CLO, ABS, Structured Products, Fixed Income, Weight Loss Coaching, Series 7, Hedge Funds, Alternative Investments, Capital Markets, Investments, Financial Analysis
Education
Georgetown University 2005 — 2009
Bachelor of Science, Finance & Management
Oxford University 2007 — 2007
Bergen Catholic High School 2001 — 2005
Guggenheim Partners June 2009 - Present
Skills
MBS, Credit, CMBS, Bloomberg, CLO, ABS, Structured Products, Fixed Income, Weight Loss Coaching, Series 7, Hedge Funds, Alternative Investments, Capital Markets, Investments, Financial Analysis
Education
Georgetown University 2005 — 2009
Bachelor of Science, Finance & Management
Oxford University 2007 — 2007
Bergen Catholic High School 2001 — 2005
Edwin Cherian's Guggenheim Partners Experience October 2012 - June 2015
Job Investment Professional at Morgan Stanley
Industry Venture Capital & Private Equity
Experience
Morgan Stanley June 2015 - Present
CardCash.com May 2015 - Present
Guggenheim Partners October 2012 - June 2015
Houlihan Lokey November 2010 - October 2012
Berkhano Group January 2010 - May 2010
Wachovia, A Wells Fargo Company June 2008 - December 2009
Skills
Capital IQ, DCF, LBO, Bloomberg, Investment Banking, Private Equity, Financial Modeling, Capital Markets, Hedge Funds, Equities
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science (BSc), Finance
Morgan Stanley June 2015 - Present
CardCash.com May 2015 - Present
Guggenheim Partners October 2012 - June 2015
Houlihan Lokey November 2010 - October 2012
Berkhano Group January 2010 - May 2010
Wachovia, A Wells Fargo Company June 2008 - December 2009
Skills
Capital IQ, DCF, LBO, Bloomberg, Investment Banking, Private Equity, Financial Modeling, Capital Markets, Hedge Funds, Equities
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science (BSc), Finance
Roy Corr's Guggenheim Partners Experience 2002 - 2011
Job Managing Director at Salem Partners LLC
Industry Investment Management
Experience
Salem Partners LLC December 2014 - October 2015
Citi 2011 - 2014
Guggenheim Partners 2002 - 2011
Guggenheim Securities, LLC 2002 - 2005
Thomas Weisel Partners 1999 - 2002
Montgomery Securities 1996 - 1999
Citibank Private Bank 1995 - 1996
First Boston 1987 - 1995
Skills
Asset Management, Alternative Investments, Hedge Funds, Securities, Equities, Investments, Investment Banking, Derivatives, Private Equity, Trading, Asset Managment, Capital Markets, Investment Management, Portfolio Management, Fixed Income, Valuation, Venture Capital, Asset Allocation, Private Placements, Due Diligence
Education
Georgia State University Graduate School 1989 — 1991
Saint Louis University 1982 — 1986
BSBA, Finance
Salem Partners LLC December 2014 - October 2015
Citi 2011 - 2014
Guggenheim Partners 2002 - 2011
Guggenheim Securities, LLC 2002 - 2005
Thomas Weisel Partners 1999 - 2002
Montgomery Securities 1996 - 1999
Citibank Private Bank 1995 - 1996
First Boston 1987 - 1995
Skills
Asset Management, Alternative Investments, Hedge Funds, Securities, Equities, Investments, Investment Banking, Derivatives, Private Equity, Trading, Asset Managment, Capital Markets, Investment Management, Portfolio Management, Fixed Income, Valuation, Venture Capital, Asset Allocation, Private Placements, Due Diligence
Education
Georgia State University Graduate School 1989 — 1991
Saint Louis University 1982 — 1986
BSBA, Finance
Katie Fromm, CPA's Guggenheim Partners Experience May 2005 - January 2006
Job associate at Grosvenor Capital Management
Industry Financial Services
Experience
Grosvenor Capital Management February 2011 - Present
Deloitte & Touche September 2007 - April 2010
Spectrum Global Fund Administration January 2006 - July 2006
Guggenheim Partners May 2005 - January 2006
Skills
Accounting, Auditing, Corporate Finance, Due Diligence, Financial Accounting, Financial Analysis, Financial Reporting, Investments, Microsoft Excel, Sarbanes-Oxley Act
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MSA, Accounting
Loyola University Chicago 2002 — 2006
BBA, Accounting
Grosvenor Capital Management February 2011 - Present
Deloitte & Touche September 2007 - April 2010
Spectrum Global Fund Administration January 2006 - July 2006
Guggenheim Partners May 2005 - January 2006
Skills
Accounting, Auditing, Corporate Finance, Due Diligence, Financial Accounting, Financial Analysis, Financial Reporting, Investments, Microsoft Excel, Sarbanes-Oxley Act
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MSA, Accounting
Loyola University Chicago 2002 — 2006
BBA, Accounting
Dina DiLorenzo's Guggenheim Partners Experience 2005 - Present
Job Senior Managing Director at Guggenheim Partners, Global Head & COO of Guggenheim Investment Advisory
Industry Financial Services
Experience
Guggenheim Partners 2005 - Present
Guggenheim Investment Advisors (GIA) 2015 - Present
Citigroup - Smith Barney 2001 - 2005
UBS Warburg LLC 1998 - 2001
NationsBanc Montgomery Securities 1998 - 1998
J.P. Morgan 1997 - 1998
Skills
Financial Advisory /..., Client Services, Product Development, Hedge Funds /..., Business Development, Trading / Trade..., Change Management, Regulatory Compliance, P&L Mnagement, Alternative Investments, Financial Services, Equities, Portfolio Management, Securities, Hedge Funds, Start-ups, Series 63, Asset Management, FINRA
Education
Lehigh University
Bachelor of Arts (B.A.), Economics
Guggenheim Partners 2005 - Present
Guggenheim Investment Advisors (GIA) 2015 - Present
Citigroup - Smith Barney 2001 - 2005
UBS Warburg LLC 1998 - 2001
NationsBanc Montgomery Securities 1998 - 1998
J.P. Morgan 1997 - 1998
Skills
Financial Advisory /..., Client Services, Product Development, Hedge Funds /..., Business Development, Trading / Trade..., Change Management, Regulatory Compliance, P&L Mnagement, Alternative Investments, Financial Services, Equities, Portfolio Management, Securities, Hedge Funds, Start-ups, Series 63, Asset Management, FINRA
Education
Lehigh University
Bachelor of Arts (B.A.), Economics
James Forkins's Guggenheim Partners Experience July 2007 - May 2012
Job Business Development at Chicago Clearing Corporation
Industry Financial Services
Experience
Chicago Clearing Corporation December 2013 - Present
Gamblino May 2012 - Present
Guggenheim Partners July 2007 - May 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Investments, Capital Markets, Hedge Funds, Corporate Finance, Portfolio Management, Asset Managment, Equities, Fixed Income, Finance, Strategic Planning
Education
The University of Chicago Booth School of Business 2014 — 2016
Georgetown University 2003 — 2007
BS, Finance
glenbard west
glenbard west
Chicago Clearing Corporation December 2013 - Present
Gamblino May 2012 - Present
Guggenheim Partners July 2007 - May 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Investments, Capital Markets, Hedge Funds, Corporate Finance, Portfolio Management, Asset Managment, Equities, Fixed Income, Finance, Strategic Planning
Education
The University of Chicago Booth School of Business 2014 — 2016
Georgetown University 2003 — 2007
BS, Finance
glenbard west
glenbard west
Guinnevere Beck's Guggenheim Partners Experience June 2015 - Present
Job Senior Accountant at Guggenheim Partners (Franklin Monroe Administrative Services, LLC)
Industry Higher Education
Experience
Guggenheim Partners June 2015 - Present
Guggenheim Partners July 2013 - Present
Grant Thornton LLP May 2012 - July 2013
SilverYoung Capital, LLC June 2011 - January 2012
Gould & Pakter Associates, LLC November 2010 - May 2011
STA Travel July 2006 - May 2009
Skills
Customer Service, Sales, Marketing, Business Development, Graphic Design, QuickBooks, Accounting, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Accounting, PowerPoint, Tax, Accounts Payable
Education
Loyola University of Chicago 2010 — 2011
Bachelor of Business Administration (BBA), Accounting
University of Minnesota-Twin Cities
B.S., Graphic Design
Guggenheim Partners June 2015 - Present
Guggenheim Partners July 2013 - Present
Grant Thornton LLP May 2012 - July 2013
SilverYoung Capital, LLC June 2011 - January 2012
Gould & Pakter Associates, LLC November 2010 - May 2011
STA Travel July 2006 - May 2009
Skills
Customer Service, Sales, Marketing, Business Development, Graphic Design, QuickBooks, Accounting, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Accounting, PowerPoint, Tax, Accounts Payable
Education
Loyola University of Chicago 2010 — 2011
Bachelor of Business Administration (BBA), Accounting
University of Minnesota-Twin Cities
B.S., Graphic Design
James Spalt's Guggenheim Partners Experience July 2010 - March 2013
Job Owner at Cape Coastal Marine
Industry Oil & Energy
Experience
Cape Coastal Marine March 2013 - Present
Guggenheim Partners July 2010 - March 2013
Guggenheim Capital Markets June 2008 - August 2008
Blue Alternative Asset Management June 2007 - August 2007
The Staubach Company November 2005 - August 2006
Skills
Excel, Research, Access, Outlook, Word, Financial Modeling, Microsoft Office, Microsoft Excel, Investment Management, Bonds, Microsoft Word, Financial Analysis, Credit, Investments, PowerPoint, Social Media, Marketing, Customer Service, Public Speaking
Education
Hobart and William Smith Colleges 2004 — 2009
BA, American Studies
Tabor Academy 2000 — 2004
Cape Coastal Marine March 2013 - Present
Guggenheim Partners July 2010 - March 2013
Guggenheim Capital Markets June 2008 - August 2008
Blue Alternative Asset Management June 2007 - August 2007
The Staubach Company November 2005 - August 2006
Skills
Excel, Research, Access, Outlook, Word, Financial Modeling, Microsoft Office, Microsoft Excel, Investment Management, Bonds, Microsoft Word, Financial Analysis, Credit, Investments, PowerPoint, Social Media, Marketing, Customer Service, Public Speaking
Education
Hobart and William Smith Colleges 2004 — 2009
BA, American Studies
Tabor Academy 2000 — 2004
Doug Schaeffer's Guggenheim Partners Experience May 2010 - Present
Job Director at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners May 2010 - Present
CNA August 1987 - May 2010
Skills
Financial Analysis, Internal Controls, Investments, Risk Management, Auditing, Finance, Financial Services, Securities, Strategic Financial..., Treasury Management, Financial Planning, Insurance, Client Relations, Investment Accounting, Insurance regulation, Statutory Accounting, Client Services, Operations Management, Project Management, Vendor Relations, Technical Accounting...
Education
Illinois State University 1982 — 1987
Bachelors, Accounting
Farmington High School
Guggenheim Partners May 2010 - Present
CNA August 1987 - May 2010
Skills
Financial Analysis, Internal Controls, Investments, Risk Management, Auditing, Finance, Financial Services, Securities, Strategic Financial..., Treasury Management, Financial Planning, Insurance, Client Relations, Investment Accounting, Insurance regulation, Statutory Accounting, Client Services, Operations Management, Project Management, Vendor Relations, Technical Accounting...
Education
Illinois State University 1982 — 1987
Bachelors, Accounting
Farmington High School
Colleen McDermott's Guggenheim Partners Experience May 2011 - Present
Job Fixed Income Product Specialist at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2011 - Present
Healy Circle Capital LLC September 2003 - May 2011
Merrill Lynch Investment Managers June 1999 - May 2002
Mitchell Hutchins Asset Management 1996 - March 1999
Merrill Lynch June 1990 - 1996
Skills
Series 7, ETF, Fixed Income, Money Market Funds, Product Management, New Business Development, Alternative Investments, Separately Managed..., Portfolio Management, Investments, Mutual Funds, ETFs, Equities, Securities
Education
Le Moyne College 1978 — 1982
BS, Business
Guggenheim Partners May 2011 - Present
Healy Circle Capital LLC September 2003 - May 2011
Merrill Lynch Investment Managers June 1999 - May 2002
Mitchell Hutchins Asset Management 1996 - March 1999
Merrill Lynch June 1990 - 1996
Skills
Series 7, ETF, Fixed Income, Money Market Funds, Product Management, New Business Development, Alternative Investments, Separately Managed..., Portfolio Management, Investments, Mutual Funds, ETFs, Equities, Securities
Education
Le Moyne College 1978 — 1982
BS, Business
Vinay Datta's Guggenheim Partners Experience 2013 - 2015
Job Managing Director at Ardsley Partners
Industry Investment Management
Experience
Ardsley Partners 2015 - Present
Guggenheim Partners 2013 - 2015
Geosphere Capital 2008 - 2013
Bank of America Merrill Lynch 2005 - 2008
UBS Investment Bank 1999 - 2005
Raymond James/Caspian Securities 1996 - 1999
Jardine Fleming 1995 - 1996
Citibank 1993 - 1995
Skills
Hedge Funds, Capital Markets, Alternative Investments, Fixed Income, Valuation, Bloomberg, Equities, Investments, Investment Banking, Asset Management, Derivatives, Equity Research, Financial Modeling
Education
The University of Chicago Booth School of Business 1991 — 1993
Master of Business Administration (MBA), Finance, Honors
Indian Institute of Technology, Delhi 1987 — 1991
Bachelor of Engineering
Ardsley Partners 2015 - Present
Guggenheim Partners 2013 - 2015
Geosphere Capital 2008 - 2013
Bank of America Merrill Lynch 2005 - 2008
UBS Investment Bank 1999 - 2005
Raymond James/Caspian Securities 1996 - 1999
Jardine Fleming 1995 - 1996
Citibank 1993 - 1995
Skills
Hedge Funds, Capital Markets, Alternative Investments, Fixed Income, Valuation, Bloomberg, Equities, Investments, Investment Banking, Asset Management, Derivatives, Equity Research, Financial Modeling
Education
The University of Chicago Booth School of Business 1991 — 1993
Master of Business Administration (MBA), Finance, Honors
Indian Institute of Technology, Delhi 1987 — 1991
Bachelor of Engineering
John Nicholas's Guggenheim Partners Experience 2010 - November 2013
Job Partner at Chicago Partners Wealth Advisors
Industry Financial Services
Experience
Chicago Partners Wealth Advisors May 2014 - Present
Guggenheim Partners 2010 - November 2013
Vulcan Capital Management 2007 - 2009
HFR Asset Management 2002 - 2007
Morgan Stanley 2000 - 2002
Harris Bank 1996 - 2000
Skills
Asset Allocation, Investment Advisory, Portfolio Management, Equities, Fixed Income, Hedge Funds, Alternative Investments, Tactical Asset..., Private Equity, Fund of Funds, Institutional..., Investments
Education
Harvard University
Bachelor of Arts (B.A.), magna cum laude
J.D., Northwestern University School of Law
Doctor of Law (J.D.)
Chicago Partners Wealth Advisors May 2014 - Present
Guggenheim Partners 2010 - November 2013
Vulcan Capital Management 2007 - 2009
HFR Asset Management 2002 - 2007
Morgan Stanley 2000 - 2002
Harris Bank 1996 - 2000
Skills
Asset Allocation, Investment Advisory, Portfolio Management, Equities, Fixed Income, Hedge Funds, Alternative Investments, Tactical Asset..., Private Equity, Fund of Funds, Institutional..., Investments
Education
Harvard University
Bachelor of Arts (B.A.), magna cum laude
J.D., Northwestern University School of Law
Doctor of Law (J.D.)
Ana Sretenovic's Guggenheim Partners Experience December 2014 - Present
Job Senior Accountant at Baird & Warner
Industry Computer Software
Experience
Baird & Warner April 2015 - Present
Guggenheim Partners December 2014 - Present
NeoGrid North America May 2014 - Present
NeoGrid North America October 2011 - Present
Daniels Sharpsmart October 2009 - March 2011
Seyfarth Shaw April 2007 - August 2008
Skills
Accounts Receivable, Contract Management, Accounting, Tax, Budgeting, Budgets, SAP, Accounts Payable, Finance, General Ledger, Auditing, Invoicing
Education
Grand Valley State University 2004 — 2008
B.B.A., Finance & Economics
Grand Valley State University
Baird & Warner April 2015 - Present
Guggenheim Partners December 2014 - Present
NeoGrid North America May 2014 - Present
NeoGrid North America October 2011 - Present
Daniels Sharpsmart October 2009 - March 2011
Seyfarth Shaw April 2007 - August 2008
Skills
Accounts Receivable, Contract Management, Accounting, Tax, Budgeting, Budgets, SAP, Accounts Payable, Finance, General Ledger, Auditing, Invoicing
Education
Grand Valley State University 2004 — 2008
B.B.A., Finance & Economics
Grand Valley State University
James Ward, CPA's Guggenheim Partners Experience October 2013 - Present
Job Vice President, Assistant Controller at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2013 - Present
Mirus Futures February 2009 - October 2013
Mirus Futures April 2010 - November 2011
Mirus Futures February 2009 - April 2010
Legacy Professionals LLP January 2008 - February 2009
Skills
Brand Awareness, Business Acumen, Financial Strategy, Financial Analysis, Risk Management, Asset Managment, Account Management, New Business Development, Trading, Portfolio Management, Strategic Financial..., Sales, Financial Markets, Accounting, Financial Modeling, Financial Services, Management
Education
Illinois State University 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Carl Sandburg High School 1999 — 2003
Guggenheim Partners October 2013 - Present
Mirus Futures February 2009 - October 2013
Mirus Futures April 2010 - November 2011
Mirus Futures February 2009 - April 2010
Legacy Professionals LLP January 2008 - February 2009
Skills
Brand Awareness, Business Acumen, Financial Strategy, Financial Analysis, Risk Management, Asset Managment, Account Management, New Business Development, Trading, Portfolio Management, Strategic Financial..., Sales, Financial Markets, Accounting, Financial Modeling, Financial Services, Management
Education
Illinois State University 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Carl Sandburg High School 1999 — 2003
William Buchanan's Guggenheim Partners Experience 1999 - 2008
Job Managing Director at American Servicing and Recovery Group, LLC
Industry Financial Services
Experience
American Servicing and Recovery Group, LLC 2008 - Present
Guggenheim Partners 1999 - 2008
E2M Partners LLC 2004 - 2006
Reis - Commercial Real Estate Data and Analytics 1998 - 2006
Aureus Group, LLC 1997 - 2006
Eiger Partners 1998 - 2004
Rosewood Property Company 1994 - 1998
Lincoln Property Company June 1992 - June 1994
Alex Brown & Sons 1987 - 1992
Skills
Portfolio Management, Valuation, Financial Modeling, Investment Banking, Real Estate, Investor Relations, Deal Sourcing, Financial Structuring, Investment Management, Investment Strategies, Risk Management, IPO, Mutual Funds, Investments, Due Diligence, Capital Markets, Finance, Private Equity
Education
Harvard Business School 1985 — 1987
MBA, Finance
United States Naval Academy 1976 — 1980
BS, Mathematics and Operations Analysis
Isadore Newman School 1970 — 1976
American Servicing and Recovery Group, LLC 2008 - Present
Guggenheim Partners 1999 - 2008
E2M Partners LLC 2004 - 2006
Reis - Commercial Real Estate Data and Analytics 1998 - 2006
Aureus Group, LLC 1997 - 2006
Eiger Partners 1998 - 2004
Rosewood Property Company 1994 - 1998
Lincoln Property Company June 1992 - June 1994
Alex Brown & Sons 1987 - 1992
Skills
Portfolio Management, Valuation, Financial Modeling, Investment Banking, Real Estate, Investor Relations, Deal Sourcing, Financial Structuring, Investment Management, Investment Strategies, Risk Management, IPO, Mutual Funds, Investments, Due Diligence, Capital Markets, Finance, Private Equity
Education
Harvard Business School 1985 — 1987
MBA, Finance
United States Naval Academy 1976 — 1980
BS, Mathematics and Operations Analysis
Isadore Newman School 1970 — 1976
Elston He's Guggenheim Partners Experience September 2015 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2015 - Present
Citi June 2013 - August 2015
Citigroup Global Markets June 2012 - August 2012
Education
Harvard University 2009 — 2013
A.B., Philosophy
Guggenheim Partners September 2015 - Present
Citi June 2013 - August 2015
Citigroup Global Markets June 2012 - August 2012
Education
Harvard University 2009 — 2013
A.B., Philosophy
Adin Egid, CFA's Guggenheim Partners Experience August 2013 - Present
Job Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2013 - Present
Skills
Financial Modeling, Bloomberg, Investments, Portfolio Management, Alternative Investments, Equities, Matlab Programming, Monte Carlo Simulation, Hedge Funds, Asset Management, Structured Finance, Structured Products, Analytics, Capital Markets, Fixed Income, Trading, Derivatives, Financial Structuring, Emerging Markets, Equity Derivatives, Options, Equity Research, Matlab, Investment Strategies, Valuation
Education
Georgetown University 2009 — 2011
Master of Science (MS), Mathematics and Statistics
University of Oxford - Said Business School 2005 — 2006
Master of Business Administration (MBA), Finance, General
UCLA 1999 — 2003
Bachelor of Arts (B.A.), Economics
Guggenheim Partners August 2013 - Present
Skills
Financial Modeling, Bloomberg, Investments, Portfolio Management, Alternative Investments, Equities, Matlab Programming, Monte Carlo Simulation, Hedge Funds, Asset Management, Structured Finance, Structured Products, Analytics, Capital Markets, Fixed Income, Trading, Derivatives, Financial Structuring, Emerging Markets, Equity Derivatives, Options, Equity Research, Matlab, Investment Strategies, Valuation
Education
Georgetown University 2009 — 2011
Master of Science (MS), Mathematics and Statistics
University of Oxford - Said Business School 2005 — 2006
Master of Business Administration (MBA), Finance, General
UCLA 1999 — 2003
Bachelor of Arts (B.A.), Economics
Lisa Ohlmeyer's Guggenheim Partners Experience August 2008 - Present
Job Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2008 - Present
Deutsche Bank June 2006 - August 2008
Education
Georgetown University 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Guggenheim Partners August 2008 - Present
Deutsche Bank June 2006 - August 2008
Education
Georgetown University 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Chris Iervolino's Guggenheim Partners Experience June 2013 - Present
Job Tax Intern at WTAS
Industry Accounting
Experience
Guggenheim Partners June 2013 - Present
WTAS January 2014 - April 2014
Smith & Cull, Ltd. February 2012 - May 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Teamwork, Financial Accounting, Financial Reporting, Research, Tax
Education
Loyola University of Chicago 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Guggenheim Partners June 2013 - Present
WTAS January 2014 - April 2014
Smith & Cull, Ltd. February 2012 - May 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Teamwork, Financial Accounting, Financial Reporting, Research, Tax
Education
Loyola University of Chicago 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Matthew Bush's Guggenheim Partners Experience April 2015 - Present
Job
Industry Research
Experience
Guggenheim Partners April 2015 - Present
Guggenheim Partners April 2014 - Present
Guggenheim Partners November 2012 - April 2014
Hudson Institute April 2012 - October 2012
Diversified Security Solutions, Inc. October 2010 - October 2012
Xiamen University of Technology August 2011 - June 2012
International Affairs Forum May 2010 - February 2011
Upromise Investments, Inc. June 2009 - August 2009
Skills
Economic Research, Data Analysis, Global Macro, Sovereign Debt, Emerging Markets, Macroeconomics, Research, Economics, Stata, Public Speaking, Microsoft Excel, PowerPoint, Econometrics, Editing, Writing, Haver, Statistical Modeling, Bloomberg, Policy Analysis, Qualitative Research, Quantitative Research, Mandarin, International Economics, Frontier Markets, Microsoft Office, Financial Markets
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Guggenheim Partners April 2015 - Present
Guggenheim Partners April 2014 - Present
Guggenheim Partners November 2012 - April 2014
Hudson Institute April 2012 - October 2012
Diversified Security Solutions, Inc. October 2010 - October 2012
Xiamen University of Technology August 2011 - June 2012
International Affairs Forum May 2010 - February 2011
Upromise Investments, Inc. June 2009 - August 2009
Skills
Economic Research, Data Analysis, Global Macro, Sovereign Debt, Emerging Markets, Macroeconomics, Research, Economics, Stata, Public Speaking, Microsoft Excel, PowerPoint, Econometrics, Editing, Writing, Haver, Statistical Modeling, Bloomberg, Policy Analysis, Qualitative Research, Quantitative Research, Mandarin, International Economics, Frontier Markets, Microsoft Office, Financial Markets
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Jennifer New's Guggenheim Partners Experience March 2011 - Present
Job Network Services Manager at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2011 - Present
Standard Life Insurance Company of Indiana January 2009 - March 2011
Capital Assurance Corporation June 2005 - January 2009
Standard Life Insurance Company of Indiana July 1998 - June 2005
Anacomp, Inc. January 1994 - July 1998
Anacomp, Inc. February 1983 - January 1984
Anacomp, Inc July 1976 - February 1983
Skills
IT Management, Project Management, Cross-functional Team..., Business Analysis, Process Improvement, Business Process..., Integration, SDLC, Management, Vendor Management, Resource Management, Software Documentation, Disaster Recovery, Requirements Analysis, Data Center
Education
Indiana University Bloomington 1972 — 1976
Bachelor of Science (BSc), Business, Management, Marketing, and Related Support Services
Guggenheim Partners March 2011 - Present
Standard Life Insurance Company of Indiana January 2009 - March 2011
Capital Assurance Corporation June 2005 - January 2009
Standard Life Insurance Company of Indiana July 1998 - June 2005
Anacomp, Inc. January 1994 - July 1998
Anacomp, Inc. February 1983 - January 1984
Anacomp, Inc July 1976 - February 1983
Skills
IT Management, Project Management, Cross-functional Team..., Business Analysis, Process Improvement, Business Process..., Integration, SDLC, Management, Vendor Management, Resource Management, Software Documentation, Disaster Recovery, Requirements Analysis, Data Center
Education
Indiana University Bloomington 1972 — 1976
Bachelor of Science (BSc), Business, Management, Marketing, and Related Support Services
Matthew Spiesman's Guggenheim Partners Experience May 2008 - August 2008
Job Manager at KPMG
Industry Management Consulting
Experience
KPMG October 2010 - Present
Joel Isaacson & Co., LLC May 2009 - August 2009
Guggenheim Partners May 2008 - August 2008
Skills
Volcker Rule, Dodd-Frank, SEF, Management Consulting, PMO, Program Management, Financial Regulation, Business Process..., Organizational Design, Business Analysis, Business Process Design, Business Process, Financial Reporting, Risk Management
Education
Lehigh University 2006 — 2010
Bachelor of Science (BS), Finance and Marketing
KPMG October 2010 - Present
Joel Isaacson & Co., LLC May 2009 - August 2009
Guggenheim Partners May 2008 - August 2008
Skills
Volcker Rule, Dodd-Frank, SEF, Management Consulting, PMO, Program Management, Financial Regulation, Business Process..., Organizational Design, Business Analysis, Business Process Design, Business Process, Financial Reporting, Risk Management
Education
Lehigh University 2006 — 2010
Bachelor of Science (BS), Finance and Marketing
Chris Crook's Guggenheim Partners Experience 2010 - 2013
Job Investment Operations Analyst at Aviva Investors
Industry Financial Services
Experience
Aviva Investors 2013 - Present
Guggenheim Partners 2010 - 2013
Bank of America 2006 - 2010
Skills
Bloomberg, Hedge Funds, Financial Analysis, Financial Modeling, Capital Markets, Valuation, Fixed Income, Equities, Investment Banking, Derivatives, BlackRock Aladdin, Securities, Alternative Investments, Asset Management
Education
Indiana University Bloomington 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
April 2015 CIPM Expert Level Candidate
September 2015 CAIA Level II Candidate
Aviva Investors 2013 - Present
Guggenheim Partners 2010 - 2013
Bank of America 2006 - 2010
Skills
Bloomberg, Hedge Funds, Financial Analysis, Financial Modeling, Capital Markets, Valuation, Fixed Income, Equities, Investment Banking, Derivatives, BlackRock Aladdin, Securities, Alternative Investments, Asset Management
Education
Indiana University Bloomington 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
April 2015 CIPM Expert Level Candidate
September 2015 CAIA Level II Candidate
Derek Boles's Guggenheim Partners Experience 2006 - 2012
Job CEO at Fortis Partners
Industry Financial Services
Experience
Fortis Partners 2013 - Present
Guggenheim Partners 2006 - 2012
Education
Villanova University School of Law 1997 — 2000
Juris Doctor (J.D.)
James Madison University 1991 — 1995
Bachelor's Degree, History
Fortis Partners 2013 - Present
Guggenheim Partners 2006 - 2012
Education
Villanova University School of Law 1997 — 2000
Juris Doctor (J.D.)
James Madison University 1991 — 1995
Bachelor's Degree, History
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.