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
Lauren Metaj Lauren Metaj's Guggenheim Partners Experience November 2013 - Present
Job Regional Sales Associate Guggenheim
Industry Financial Services
Experience
Guggenheim Partners November 2013 - Present
Franklin Templeton Investments January 2008 - April 2013
Skills
Marketing, Retirement Planning, Financial Services, Series 63, Series 7, Series 6, Separately Managed..., Mutual Funds, Asset Allocation, Portfolio Management, Sales, Investments, 401k, Retirement, Wealth Management
Education
Northwood University 1998 — 2002
Guggenheim Partners November 2013 - Present
Franklin Templeton Investments January 2008 - April 2013
Skills
Marketing, Retirement Planning, Financial Services, Series 63, Series 7, Series 6, Separately Managed..., Mutual Funds, Asset Allocation, Portfolio Management, Sales, Investments, 401k, Retirement, Wealth Management
Education
Northwood University 1998 — 2002
Paula Svora Paula Svora's Guggenheim Partners Experience January 2011 - April 2012
Job Project Manager, Graphic Design & Communications at Berwyn Development Corporation
Industry Graphic Design
Experience
Berwyn Development Corporation November 2012 - Present
Guggenheim Partners January 2011 - April 2012
Skills
Adobe Acrobat, Adobe Creative Suite, Graphic Design, InDesign, Photoshop, Creative Direction, Mac, Layout, Corporate Branding, Advertising, Social Media, Brand Development, Social Media Marketing, Illustrator, Dreamweaver, Web Design, Email Marketing, WordPress, Microsoft CRM, Constant Contact
Education
North Central College 1988 — 1992
B.A., Art, English
Berwyn Development Corporation November 2012 - Present
Guggenheim Partners January 2011 - April 2012
Skills
Adobe Acrobat, Adobe Creative Suite, Graphic Design, InDesign, Photoshop, Creative Direction, Mac, Layout, Corporate Branding, Advertising, Social Media, Brand Development, Social Media Marketing, Illustrator, Dreamweaver, Web Design, Email Marketing, WordPress, Microsoft CRM, Constant Contact
Education
North Central College 1988 — 1992
B.A., Art, English
Julia DeBella Julia DeBella's Guggenheim Partners Experience October 2014 - July 2015
Job Solution Consultant at Workday
Industry Computer Software
Experience
Workday July 2015 - Present
Guggenheim Partners October 2014 - July 2015
Extendicare Health Services, Inc. May 2014 - October 2014
Extendicare Health Services, Inc. January 2014 - April 2014
Marquette University September 2013 - January 2014
Ski Santa Fe March 2009 - December 2013
Ugly's Pub July 2013 - November 2013
Marquette University Office of Marketing and Communication June 2012 - December 2012
Bishop's Lodge Ranch Resort & Spa May 2011 - June 2011
Education
Marquette University 2010 — 2014
BS in Business Administration, Economics and International Business
Universitat Ramon Llull 2013 — 2013
IQS School of Management, University Semester Exchange Program
Widukind Gymnasium 2007 — 2007
High School Semester Exchange Program
Workday July 2015 - Present
Guggenheim Partners October 2014 - July 2015
Extendicare Health Services, Inc. May 2014 - October 2014
Extendicare Health Services, Inc. January 2014 - April 2014
Marquette University September 2013 - January 2014
Ski Santa Fe March 2009 - December 2013
Ugly's Pub July 2013 - November 2013
Marquette University Office of Marketing and Communication June 2012 - December 2012
Bishop's Lodge Ranch Resort & Spa May 2011 - June 2011
Education
Marquette University 2010 — 2014
BS in Business Administration, Economics and International Business
Universitat Ramon Llull 2013 — 2013
IQS School of Management, University Semester Exchange Program
Widukind Gymnasium 2007 — 2007
High School Semester Exchange Program
Shaun Levine Shaun Levine's Guggenheim Partners Experience May 2013 - Present
Job Corporate Events Assistant and MSG Coordinator at Guggenheim Partners
Industry Public Relations and Communications
Experience
Guggenheim Partners May 2013 - Present
Rent the Runway– State College August 2012 - June 2013
PRSSA September 2011 - May 2013
Lemongrass– State College August 2012 - March 2013
Valley Magazine January 2012 - January 2013
Special Olympics July 2012 - October 2012
MR Magazine April 2012 - August 2012
Sammy's Downtown April 2012 - August 2012
THON September 2011 - May 2012
D. P Dough–State College Pennsylvania August 2011 - May 2012
Skills
Social Media, Microsoft Office, Public Relations, PowerPoint, Public Speaking, Microsoft Word, Event Planning, Facebook, Research, Microsoft Excel, Editing, Social Networking, Marketing Communications, Event Management, Customer Service, Press Releases, Social Media Marketing, English
Education
Penn State University 2009 — 2013
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication, 3.33
Pelham Memorial High School 2006 — 2009
Pennsylvania State University
Bachelor of Science, Public Relations
Guggenheim Partners May 2013 - Present
Rent the Runway– State College August 2012 - June 2013
PRSSA September 2011 - May 2013
Lemongrass– State College August 2012 - March 2013
Valley Magazine January 2012 - January 2013
Special Olympics July 2012 - October 2012
MR Magazine April 2012 - August 2012
Sammy's Downtown April 2012 - August 2012
THON September 2011 - May 2012
D. P Dough–State College Pennsylvania August 2011 - May 2012
Skills
Social Media, Microsoft Office, Public Relations, PowerPoint, Public Speaking, Microsoft Word, Event Planning, Facebook, Research, Microsoft Excel, Editing, Social Networking, Marketing Communications, Event Management, Customer Service, Press Releases, Social Media Marketing, English
Education
Penn State University 2009 — 2013
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication, 3.33
Pelham Memorial High School 2006 — 2009
Pennsylvania State University
Bachelor of Science, Public Relations
Douglas Eldridge, CPA Douglas Eldridge, CPA's Guggenheim Partners Experience January 2013 - Present
Job Associate
Industry Investment Management
Experience
Guggenheim Partners January 2013 - Present
Deloitte August 2012 - January 2013
Deloitte August 2010 - August 2012
Deloitte August 2008 - August 2010
Skills
US GAAP, Financial Analysis, Financial Modeling, Financial Reporting, Budgets
Education
Northwestern University - Kellogg School of Management 2014 — 2016
M.B.A. Candidate at Kellogg School of Management, Finance, Strategy, Management & Organizations
University of Illinois at Chicago 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
•Passed Level I of the CFA Program in December 2013
Guggenheim Partners January 2013 - Present
Deloitte August 2012 - January 2013
Deloitte August 2010 - August 2012
Deloitte August 2008 - August 2010
Skills
US GAAP, Financial Analysis, Financial Modeling, Financial Reporting, Budgets
Education
Northwestern University - Kellogg School of Management 2014 — 2016
M.B.A. Candidate at Kellogg School of Management, Finance, Strategy, Management & Organizations
University of Illinois at Chicago 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
•Passed Level I of the CFA Program in December 2013
Tim Moudry Tim Moudry's Guggenheim Partners Experience April 2015 - Present
Job Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2015 - Present
Guggenheim Partners February 2013 - April 2015
Deloitte Tax LLP October 2003 - February 2013
Skills
Tax Accounting, Tax, Tax Research, Income Tax, Accounting, Partnership Taxation, CPA, Tax Preparation, Private Equity, Hedge Funds
Education
Northern Illinois University 2000 — 2003
Master of Science (MS), Taxation
Morton College 1999 — 2000
Associate's degree
Guggenheim Partners April 2015 - Present
Guggenheim Partners February 2013 - April 2015
Deloitte Tax LLP October 2003 - February 2013
Skills
Tax Accounting, Tax, Tax Research, Income Tax, Accounting, Partnership Taxation, CPA, Tax Preparation, Private Equity, Hedge Funds
Education
Northern Illinois University 2000 — 2003
Master of Science (MS), Taxation
Morton College 1999 — 2000
Associate's degree
Sam Walker Sam Walker's Guggenheim Partners Experience June 2013 - June 2015
Job Structured Finance Analyst at TerraForm Power
Industry Renewables & Environment
Experience
TerraForm Power June 2015 - Present
Guggenheim Partners June 2013 - June 2015
Wesleyan Green Fund September 2012 - May 2013
Wesleyan University September 2009 - May 2013
Guggenheim Partners May 2012 - September 2012
Cinetic Media November 2008 - January 2012
@radical.media June 2010 - August 2010
Hoops 4 Hope June 2008 - August 2008
Education
Wesleyan University 2009 — 2013
BA, Environmental Studies, American Studies
University of New South Wales 2011 — 2011
International Study Abroad, Environmental Studies
New York University 2011 — 2011
Summer Courses, Economics
Ethical Culture Fieldston School 1993 — 2009
TerraForm Power June 2015 - Present
Guggenheim Partners June 2013 - June 2015
Wesleyan Green Fund September 2012 - May 2013
Wesleyan University September 2009 - May 2013
Guggenheim Partners May 2012 - September 2012
Cinetic Media November 2008 - January 2012
@radical.media June 2010 - August 2010
Hoops 4 Hope June 2008 - August 2008
Education
Wesleyan University 2009 — 2013
BA, Environmental Studies, American Studies
University of New South Wales 2011 — 2011
International Study Abroad, Environmental Studies
New York University 2011 — 2011
Summer Courses, Economics
Ethical Culture Fieldston School 1993 — 2009
Christopher Shin Christopher Shin's Guggenheim Partners Experience September 2009 - July 2015
Job Managing Director, Partner HighTower Advisors
Industry Financial Services
Experience
HighTower July 2015 - Present
Guggenheim Partners September 2009 - July 2015
Goldman Sachs 2006 - 2008
Sailfish Capital Partners 2005 - 2006
Wachovia Securities 2003 - 2005
Bear Stearns 1995 - 2003
Merrill Lynch Investment Management 1993 - 1995
Skills
Fixed Income, Derivatives, Trading, Portfolio Management, Structured Finance, Hedge Funds, Bloomberg, Alternative Investments, Capital Markets, Equities, Asset Management, Investments, Asset Allocation, Bonds, Commodity, Credit Derivatives, Structured Products
Education
Kellogg Graduate School of Management 1991 — 1993
Master of Science (MS), Finance
University of Chicago 1987 — 1991
Bachelor's degree, Economics
HighTower July 2015 - Present
Guggenheim Partners September 2009 - July 2015
Goldman Sachs 2006 - 2008
Sailfish Capital Partners 2005 - 2006
Wachovia Securities 2003 - 2005
Bear Stearns 1995 - 2003
Merrill Lynch Investment Management 1993 - 1995
Skills
Fixed Income, Derivatives, Trading, Portfolio Management, Structured Finance, Hedge Funds, Bloomberg, Alternative Investments, Capital Markets, Equities, Asset Management, Investments, Asset Allocation, Bonds, Commodity, Credit Derivatives, Structured Products
Education
Kellogg Graduate School of Management 1991 — 1993
Master of Science (MS), Finance
University of Chicago 1987 — 1991
Bachelor's degree, Economics
Anna Malova Anna Malova's Guggenheim Partners Experience January 2000 - January 2007
Job
Industry Capital Markets
Experience
Music Production Company "CGMusic" March 2012 - Present
International Modeling Agency January 1998 - Present
Chopard Luxury Goods & jewelry Wordwide January 1998 - January 2009
Guggenheim Partners January 2000 - January 2007
Skills
Management, Sales, Marketing, Leadership, Marketing Strategy, Customer Service, Negotiation, Microsoft Word, Business Strategy, Social Media, Team Building, Social Media Marketing, Training, Business Development, Strategy
Education
New York University 2001 — 2002
Film,Video,and Broadcasting School Anchoring,Interviewing and Reporting program, Broadcast Journalism Anchoring, interviewing, and reporting program
Moscow Medical Academy 1992 — 1998
Doctor of Medicine (MD), Medical Residency Programs - General Medical Diploma, Psychotherapy specialty
University of Pennsylvania - The Wharton Business School
Foundation degree, Investments Management
Music Production Company "CGMusic" March 2012 - Present
International Modeling Agency January 1998 - Present
Chopard Luxury Goods & jewelry Wordwide January 1998 - January 2009
Guggenheim Partners January 2000 - January 2007
Skills
Management, Sales, Marketing, Leadership, Marketing Strategy, Customer Service, Negotiation, Microsoft Word, Business Strategy, Social Media, Team Building, Social Media Marketing, Training, Business Development, Strategy
Education
New York University 2001 — 2002
Film,Video,and Broadcasting School Anchoring,Interviewing and Reporting program, Broadcast Journalism Anchoring, interviewing, and reporting program
Moscow Medical Academy 1992 — 1998
Doctor of Medicine (MD), Medical Residency Programs - General Medical Diploma, Psychotherapy specialty
University of Pennsylvania - The Wharton Business School
Foundation degree, Investments Management
Benny Kay Benny Kay's Guggenheim Partners Experience September 2014 - Present
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
Guggenheim Partners March 2014 - September 2014
US Securities and Exchange Commission September 2013 - December 2013
Chicago Federal Executive Board July 2012 - June 2013
Northeastern Illinois University April 2012 - May 2013
Skills
Government, Event Management, Team Leadership, Social Media, Negotiation, Public Relations, Public Speaking, Management, Word Of Mouth Marketing, Economics, Economic Research, Microsoft Excel, Cost Benefit Analysis, Bloomberg Terminal
Education
Northeastern Illinois University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Guggenheim Partners September 2014 - Present
Guggenheim Partners March 2014 - September 2014
US Securities and Exchange Commission September 2013 - December 2013
Chicago Federal Executive Board July 2012 - June 2013
Northeastern Illinois University April 2012 - May 2013
Skills
Government, Event Management, Team Leadership, Social Media, Negotiation, Public Relations, Public Speaking, Management, Word Of Mouth Marketing, Economics, Economic Research, Microsoft Excel, Cost Benefit Analysis, Bloomberg Terminal
Education
Northeastern Illinois University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Tony Sassorossi Tony Sassorossi's Guggenheim Partners Experience April 2015 - Present
Job Data Integrity Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2015 - Present
Guggenheim Partners October 2013 - March 2015
Bank of New York Mellon June 2011 - October 2013
Skills
Bloomberg, Fixed Income, Leadership, Securities, Valuation, Asset Management, Financial Analysis, Investments, Microsoft Excel, PowerPoint
Education
Michigan State University 2007 — 2011
Finance
Eli Broad College of Business
Degree, Finance
Neuqua Valley High School
Guggenheim Partners April 2015 - Present
Guggenheim Partners October 2013 - March 2015
Bank of New York Mellon June 2011 - October 2013
Skills
Bloomberg, Fixed Income, Leadership, Securities, Valuation, Asset Management, Financial Analysis, Investments, Microsoft Excel, PowerPoint
Education
Michigan State University 2007 — 2011
Finance
Eli Broad College of Business
Degree, Finance
Neuqua Valley High School
Jonathan Greenhouse's Guggenheim Partners Experience May 2012 - Present
Job
Industry Real Estate
Experience
Guggenheim Partners May 2012 - Present
Appraisers & Planners Inc May 2009 - May 2012
CIBC World Markets January 2005 - April 2008
CIBC World Markets January 2003 - December 2004
CIBC World Markets January 2000 - December 2002
Ackman-Ziff September 1998 - December 1999
Skills
Real Estate, Loans, Underwriting, Real Estate Economics, Investment Properties, Loan Origination, Credit, Due Diligence, Financial Structuring, Asset Management, Real Estate Financing, Real Estate Transactions, Negotiation, Financial Modeling, Risk Management, Structured Finance, Investments, Commercial Real Estate, Portfolio Management, Capital Markets, Brokerage, Valuation
Education
New York University 1998 — 1999
MS, Real Estate Finance
Syracuse University 1986 — 1990
BS, Consumer Studies
Guggenheim Partners May 2012 - Present
Appraisers & Planners Inc May 2009 - May 2012
CIBC World Markets January 2005 - April 2008
CIBC World Markets January 2003 - December 2004
CIBC World Markets January 2000 - December 2002
Ackman-Ziff September 1998 - December 1999
Skills
Real Estate, Loans, Underwriting, Real Estate Economics, Investment Properties, Loan Origination, Credit, Due Diligence, Financial Structuring, Asset Management, Real Estate Financing, Real Estate Transactions, Negotiation, Financial Modeling, Risk Management, Structured Finance, Investments, Commercial Real Estate, Portfolio Management, Capital Markets, Brokerage, Valuation
Education
New York University 1998 — 1999
MS, Real Estate Finance
Syracuse University 1986 — 1990
BS, Consumer Studies
Kevin Tse Kevin Tse's Guggenheim Partners Experience October 2011 - September 2013
Job Resource and Location Strategy at MetLife
Industry Financial Services
Experience
MetLife April 2014 - Present
YOTEL New York September 2013 - April 2014
Guggenheim Partners October 2011 - September 2013
Morgan Stanley June 2011 - September 2011
Hexagon Securities, LLC December 2009 - December 2010
Web Marketing Associates / MarathonGuide.com June 2009 - August 2009
Skills
Fixed Income, Finance, Bloomberg, Valuation, Data Analysis, Equities, Capital Markets, Hedge Funds, Analysis, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, Portfolio Management
Education
New York University 2007 — 2011
Bachelor of Arts, Economics, Mathematics
Stuyvesant High School 2003 — 2007
High School Diploma
MetLife April 2014 - Present
YOTEL New York September 2013 - April 2014
Guggenheim Partners October 2011 - September 2013
Morgan Stanley June 2011 - September 2011
Hexagon Securities, LLC December 2009 - December 2010
Web Marketing Associates / MarathonGuide.com June 2009 - August 2009
Skills
Fixed Income, Finance, Bloomberg, Valuation, Data Analysis, Equities, Capital Markets, Hedge Funds, Analysis, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, Portfolio Management
Education
New York University 2007 — 2011
Bachelor of Arts, Economics, Mathematics
Stuyvesant High School 2003 — 2007
High School Diploma
Darragh O'Flaherty Darragh O'Flaherty's Guggenheim Partners Experience February 2014 - Present
Job Associate at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners February 2014 - Present
AIB February 2012 - February 2014
Medibill January 2010 - December 2011
Positive Equity August 2008 - May 2010
Microsoft January 2005 - September 2005
Skills
Corporate Finance, Leveraged Finance, Mergers & Acquisitions, Portfolio Management, Capital Markets, LBO, Enterprise Valuation, Refinancings, Private Equity, Capital Structure, Middle Market, Fixed Income, Financial Sponsors, Recapitalizations, Debt & Equity Financing, Software, Excel Models, ERP Software, Hedge Funds
Education
University College Dublin 2007 — 2008
Master of Science (M.Sc.), Finance
National University of Ireland, Galway 2006 — 2007
Master of Business Studies (M.B.S.), Corporate Strategy
National University of Ireland, Galway 2002 — 2006
Bachelor of Science (B.Sc.), Business Information Systems
New York University 2011 — 2013
Certificate, Financial Analysis
Guggenheim Partners February 2014 - Present
AIB February 2012 - February 2014
Medibill January 2010 - December 2011
Positive Equity August 2008 - May 2010
Microsoft January 2005 - September 2005
Skills
Corporate Finance, Leveraged Finance, Mergers & Acquisitions, Portfolio Management, Capital Markets, LBO, Enterprise Valuation, Refinancings, Private Equity, Capital Structure, Middle Market, Fixed Income, Financial Sponsors, Recapitalizations, Debt & Equity Financing, Software, Excel Models, ERP Software, Hedge Funds
Education
University College Dublin 2007 — 2008
Master of Science (M.Sc.), Finance
National University of Ireland, Galway 2006 — 2007
Master of Business Studies (M.B.S.), Corporate Strategy
National University of Ireland, Galway 2002 — 2006
Bachelor of Science (B.Sc.), Business Information Systems
New York University 2011 — 2013
Certificate, Financial Analysis
Rick Osty's Guggenheim Partners Experience June 2015 - Present
Job Operations Intern at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
Quinlan School of Business, Loyola University Chicago April 2014 - January 2015
Merrill Lynch June 2014 - September 2014
BMC Group March 2014 - May 2014
Olympia Fields Country Club April 2007 - August 2013
Skills
Investments, Leadership, Market Research, Sales
Education
Loyola University of Chicago 2013 — 2017
BS Economics/BS Finance
University of International Business and Economics 2015 — 2015
Victor J. Andrew Highschool
Guggenheim Partners June 2015 - Present
Quinlan School of Business, Loyola University Chicago April 2014 - January 2015
Merrill Lynch June 2014 - September 2014
BMC Group March 2014 - May 2014
Olympia Fields Country Club April 2007 - August 2013
Skills
Investments, Leadership, Market Research, Sales
Education
Loyola University of Chicago 2013 — 2017
BS Economics/BS Finance
University of International Business and Economics 2015 — 2015
Victor J. Andrew Highschool
Kelly Fetzer Kelly Fetzer's Guggenheim Partners Experience 2010 - 2013
Job Investment Management Counsel
Industry Law Practice
Experience
Rotella Capital Management 2015 - Present
Henderson Law LLP 2013 - 2015
Guggenheim Partners 2010 - 2013
Drinker Biddle & Reath LLP 2004 - 2010
Greater Chicagoland Area 2003 - 2004
Chapman and Cutler LLP 1996 - 2002
Skills
Hedge Funds, Commodity Pools, Alternative Investments, Investment Management, Commodity Markets, Managed Futures, Investments, Securities, Legal Compliance, Financial Services, Investment Advisory, Investment Advisor..., Investment Advisers Act, Broker-Dealer, Financial Regulation, Securities Regulation, Due Diligence, Corporate Governance, FINRA, Private Placements, Separately Managed..., Risk Management, Portfolio Management, Regulatory Filings, Legal Writing, Derivatives
Education
Loyola University Chicago School of Law 1992 — 1995
JD
University of Wisconsin-Madison
BA, History
Rotella Capital Management 2015 - Present
Henderson Law LLP 2013 - 2015
Guggenheim Partners 2010 - 2013
Drinker Biddle & Reath LLP 2004 - 2010
Greater Chicagoland Area 2003 - 2004
Chapman and Cutler LLP 1996 - 2002
Skills
Hedge Funds, Commodity Pools, Alternative Investments, Investment Management, Commodity Markets, Managed Futures, Investments, Securities, Legal Compliance, Financial Services, Investment Advisory, Investment Advisor..., Investment Advisers Act, Broker-Dealer, Financial Regulation, Securities Regulation, Due Diligence, Corporate Governance, FINRA, Private Placements, Separately Managed..., Risk Management, Portfolio Management, Regulatory Filings, Legal Writing, Derivatives
Education
Loyola University Chicago School of Law 1992 — 1995
JD
University of Wisconsin-Madison
BA, History
Clara Baek Clara Baek's Guggenheim Partners Experience March 2014 - November 2014
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2014 - Present
Guggenheim Partners March 2014 - November 2014
JPMorgan Chase July 2012 - March 2014
JPMorgan Chase June 2011 - August 2011
Moody's Analytics June 2010 - August 2010
City of Los Angeles June 2009 - September 2009
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Financial Analysis, PowerPoint, Bloomberg, Financial Reporting, Microsoft Office, SharePoint, Investments, Strategic Financial..., Financial Services, Analysis, Economics, Financial Modeling
Education
Northwestern University 2007 — 2012
B.A./B.Mus, Economics, Piano Performance
Northwood High School
Northwood High School
JPMorgan Chase December 2014 - Present
Guggenheim Partners March 2014 - November 2014
JPMorgan Chase July 2012 - March 2014
JPMorgan Chase June 2011 - August 2011
Moody's Analytics June 2010 - August 2010
City of Los Angeles June 2009 - September 2009
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Financial Analysis, PowerPoint, Bloomberg, Financial Reporting, Microsoft Office, SharePoint, Investments, Strategic Financial..., Financial Services, Analysis, Economics, Financial Modeling
Education
Northwestern University 2007 — 2012
B.A./B.Mus, Economics, Piano Performance
Northwood High School
Northwood High School
Tiffany Li Ting Chen's Guggenheim Partners Experience February 2008 - August 2011
Job
Industry Accounting
Experience
Mitsubishi UFJ Securities March 2014 - Present
Jefferies LLC August 2011 - March 2014
Guggenheim Partners February 2008 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching
Education
Pace University - Lubin School of Business 2001 — 2004
Master of Business Administration (M.B.A.), Accounting and Finance
State University of New York at New Paltz 1994 — 1997
Bachelor's degree, Finance, General
Mitsubishi UFJ Securities March 2014 - Present
Jefferies LLC August 2011 - March 2014
Guggenheim Partners February 2008 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching
Education
Pace University - Lubin School of Business 2001 — 2004
Master of Business Administration (M.B.A.), Accounting and Finance
State University of New York at New Paltz 1994 — 1997
Bachelor's degree, Finance, General
Andrew Koval Andrew Koval's Guggenheim Partners Experience July 2015 - Present
Job Associate at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners July 2015 - Present
Guggenheim Partners July 2012 - June 2015
Guggenheim Partners June 2011 - August 2011
Safra Asset Management August 2010 - April 2011
Friends of Schumer February 2010 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Portfolio Management, Strategy, Hedge Funds, LBO, Management, Restructuring, Fundraising, Public Broadcasting, Digital Media, Sourcing, Media, Cuisine, Business Strategy, Animal Behavior, Cold Calling, Wildlife, Safari
Education
New York University 2008 — 2012
Bachelor of Arts, Economics
Guggenheim Partners July 2015 - Present
Guggenheim Partners July 2012 - June 2015
Guggenheim Partners June 2011 - August 2011
Safra Asset Management August 2010 - April 2011
Friends of Schumer February 2010 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Portfolio Management, Strategy, Hedge Funds, LBO, Management, Restructuring, Fundraising, Public Broadcasting, Digital Media, Sourcing, Media, Cuisine, Business Strategy, Animal Behavior, Cold Calling, Wildlife, Safari
Education
New York University 2008 — 2012
Bachelor of Arts, Economics
Kirk K. Gagnon Kirk K. Gagnon's Guggenheim Partners Experience 2007 - December 2011
Job Independent
Industry Performing Arts
Experience
Sleeve a Message 2012 - Present
Jamba Juice March 2013 - 2013
Guggenheim Partners 2007 - December 2011
Fontainbleau Constulting Associates January 2006 - January 2007
Dance USA 2003 - 2005
Skills
Fluent French, Marketing, Event Management, Public Relations, Strategic Planning, Event Planning, Fundraising, Social Media Marketing, Public Speaking, Business Development, Social Media
Education
Marymount Manhattan College 1998 — 2002
BFA
Jesuit High School 1994 — 1998
High School Diploma, Cum Laude
Universite Sainte-Anne, Nova Scotia 1996 — 1996
French Immersion, French Language and Literature
Sleeve a Message 2012 - Present
Jamba Juice March 2013 - 2013
Guggenheim Partners 2007 - December 2011
Fontainbleau Constulting Associates January 2006 - January 2007
Dance USA 2003 - 2005
Skills
Fluent French, Marketing, Event Management, Public Relations, Strategic Planning, Event Planning, Fundraising, Social Media Marketing, Public Speaking, Business Development, Social Media
Education
Marymount Manhattan College 1998 — 2002
BFA
Jesuit High School 1994 — 1998
High School Diploma, Cum Laude
Universite Sainte-Anne, Nova Scotia 1996 — 1996
French Immersion, French Language and Literature
Shawn Swierdsiol Shawn Swierdsiol's Guggenheim Partners Experience February 2015 - Present
Job Central Compliance Officer at Guggenheim Partners
Industry Computer Software
Experience
Guggenheim Partners February 2015 - Present
Housing Opportunities Commission June 2014 - August 2014
Long Fence and Home LLLP October 2012 - November 2012
Deck Helmet August 2011 - August 2012
Skills
Microsoft Office, Customer Service, Account Management, Excel, Customer Relations, Service CEO, CRM software, Leadership, Product Development, Java, CRM
Education
University of Maryland University College
Bachelor's Degree, Computer Science
University of Maryland College Park
Bachelor's Degree, Criminology and Criminal Justice
Montgomery College
Associate's Degree, Business Administration and Management, General
Guggenheim Partners February 2015 - Present
Housing Opportunities Commission June 2014 - August 2014
Long Fence and Home LLLP October 2012 - November 2012
Deck Helmet August 2011 - August 2012
Skills
Microsoft Office, Customer Service, Account Management, Excel, Customer Relations, Service CEO, CRM software, Leadership, Product Development, Java, CRM
Education
University of Maryland University College
Bachelor's Degree, Computer Science
University of Maryland College Park
Bachelor's Degree, Criminology and Criminal Justice
Montgomery College
Associate's Degree, Business Administration and Management, General
Dustin Thomas Dustin Thomas's Guggenheim Partners Experience January 2012 - Present
Job Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2012 - Present
Nalco, An Ecolab Company December 2010 - January 2012
Treasury Strategies, Inc. September 2009 - December 2010
Wrigley May 2006 - September 2009
Skills
Cash Management, Financial Modeling, Financial Analysis, Corporate Finance, FX, Asset Management, Valuation, Treasury Management, Treasury, Trading, Strategic Financial..., Private Equity, Portfolio Management, Investments, Bloomberg, Capital Markets, Derivatives, Equities, FX Options, Finance, Fixed Income, Investment Banking
Education
Miami University 2002 — 2006
Bachelor’s Degree, Finance
Guggenheim Partners January 2012 - Present
Nalco, An Ecolab Company December 2010 - January 2012
Treasury Strategies, Inc. September 2009 - December 2010
Wrigley May 2006 - September 2009
Skills
Cash Management, Financial Modeling, Financial Analysis, Corporate Finance, FX, Asset Management, Valuation, Treasury Management, Treasury, Trading, Strategic Financial..., Private Equity, Portfolio Management, Investments, Bloomberg, Capital Markets, Derivatives, Equities, FX Options, Finance, Fixed Income, Investment Banking
Education
Miami University 2002 — 2006
Bachelor’s Degree, Finance
Michele Pardon Michele Pardon's Guggenheim Partners Experience March 2004 - October 2010
Job Executive Assistant
Industry Financial Services
Experience
WILLIAM BLAIR & COMPANY September 2011 - Present
Jones Lang LaSalle June 2011 - September 2011
Guggenheim Partners March 2004 - October 2010
CONDÉ NAST PUBLICATIONS May 2002 - June 2003
Hachette Filipacchi Media March 2000 - May 2002
Skills
Management, Databases, Outlook, Administrative..., Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Research, Notary Public, Analysis, Social Media, Budgets, Advertising, Customer Service, Sales, Public Relations
Education
Marymount Manhattan College 1992 — 1998
BA/BFA, English/Theatre
WILLIAM BLAIR & COMPANY September 2011 - Present
Jones Lang LaSalle June 2011 - September 2011
Guggenheim Partners March 2004 - October 2010
CONDÉ NAST PUBLICATIONS May 2002 - June 2003
Hachette Filipacchi Media March 2000 - May 2002
Skills
Management, Databases, Outlook, Administrative..., Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Research, Notary Public, Analysis, Social Media, Budgets, Advertising, Customer Service, Sales, Public Relations
Education
Marymount Manhattan College 1992 — 1998
BA/BFA, English/Theatre
Rob Baker Rob Baker's Guggenheim Partners Experience June 2011 - Present
Job Managing Director at Guggenheim Partners
Industry Real Estate
Experience
Guggenheim Partners June 2011 - Present
Artemis LLC April 2009 - July 2011
Credit Suisse June 2001 - June 2009
UBS Paine Webber November 2000 - June 2001
PaineWebber April 1997 - November 2000
Fitch Ratings March 1993 - April 1997
Mutual of New York February 1985 - March 1993
Education
New York University
University of Vermont
Guggenheim Partners June 2011 - Present
Artemis LLC April 2009 - July 2011
Credit Suisse June 2001 - June 2009
UBS Paine Webber November 2000 - June 2001
PaineWebber April 1997 - November 2000
Fitch Ratings March 1993 - April 1997
Mutual of New York February 1985 - March 1993
Education
New York University
University of Vermont
Anna Malova Anna Malova's Guggenheim Partners Experience January 2000 - January 2007
Job Fashion Stylist ,Creative Consultant, Model
Industry Apparel & Fashion
Experience
Traphic Magazine January 2015 - Present
Olga Kvitko Couture August 2008 - Present
CGMUSIC Production Company March 2009 - January 2015
Modeling & Television Entertainment January 1997 - December 2014
Chopard 1998 - 2008
Guggenheim Partners January 2000 - January 2007
HSN January 2002 - January 2003
Skills
Apparel, Creative Direction, Fashion, Styling, Photoshop, Social Media, Trend Analysis, Sales, Social Networking, Fashion Design, Marketing, Advertising, Social Media Marketing, Illustrator, Editorial, Retail, Public Relations, Jewelry, Customer Service, Luxury Goods, Brand Development, Fashion Shows, Management, Beauty Industry, Modeling
Education
New York University 2001 — 2002
Film,Video,and Broadcasting School, Broadcast Journalism, Anchoring, Interviewing and Reporting Program
Moscow Medical Academy 1992 — 1998
Doctor of Medicine ( MD ), Medical Residency Programs - General Diploma, Psychotherapy Specialty
University of Pennsylvania - The Wharton School
Foundation Degree, Investments management
Traphic Magazine January 2015 - Present
Olga Kvitko Couture August 2008 - Present
CGMUSIC Production Company March 2009 - January 2015
Modeling & Television Entertainment January 1997 - December 2014
Chopard 1998 - 2008
Guggenheim Partners January 2000 - January 2007
HSN January 2002 - January 2003
Skills
Apparel, Creative Direction, Fashion, Styling, Photoshop, Social Media, Trend Analysis, Sales, Social Networking, Fashion Design, Marketing, Advertising, Social Media Marketing, Illustrator, Editorial, Retail, Public Relations, Jewelry, Customer Service, Luxury Goods, Brand Development, Fashion Shows, Management, Beauty Industry, Modeling
Education
New York University 2001 — 2002
Film,Video,and Broadcasting School, Broadcast Journalism, Anchoring, Interviewing and Reporting Program
Moscow Medical Academy 1992 — 1998
Doctor of Medicine ( MD ), Medical Residency Programs - General Diploma, Psychotherapy Specialty
University of Pennsylvania - The Wharton School
Foundation Degree, Investments management
Angel Ochoa's Guggenheim Partners Experience September 2014 - Present
Job Analyst | Commercial Real Estate Finance
Industry Real Estate
Experience
Guggenheim Partners September 2014 - Present
Guggenheim Partners April 2013 - August 2014
Skills
Qualitative Research, Ethnography, Customer Service, Project Management, Anthropology, Data Analysis, Interpersonal Leadership, Internal & External..., Research, Operations Management, Real Estate, Diversity & Inclusion, Real Estate Transactions, Legal Compliance
Education
New York University 2009 — 2011
Master of Arts (M.A.), Graduate School of Arts and Science
University of Chicago 2004 — 2008
Bachelor of Arts (B.A.)
Guggenheim Partners September 2014 - Present
Guggenheim Partners April 2013 - August 2014
Skills
Qualitative Research, Ethnography, Customer Service, Project Management, Anthropology, Data Analysis, Interpersonal Leadership, Internal & External..., Research, Operations Management, Real Estate, Diversity & Inclusion, Real Estate Transactions, Legal Compliance
Education
New York University 2009 — 2011
Master of Arts (M.A.), Graduate School of Arts and Science
University of Chicago 2004 — 2008
Bachelor of Arts (B.A.)
Alexandra Horwitz Alexandra Horwitz's Guggenheim Partners Experience June 2013 - August 2013
Job Juris Doctor Candidate
Industry Legal Services
Experience
Hamilton County Court of Common Pleas, The Honorable Beth A. Myers May 2015 - Present
The Robert F. Kennedy Center for Justice and Human Rights September 2013 - August 2014
Alpha Sigma Tau National Sorority January 2013 - January 2014
Guggenheim Partners June 2013 - August 2013
The Lawrence Firm May 2011 - May 2013
Red Argentina de Instituciones de Microcrédito August 2012 - January 2013
Office of Congressman Geoff Davis May 2011 - August 2012
Alpha Sigma Tau National Sorority September 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Java, HTML, Research, Social Media, Public Speaking, Windows, English, Salesforce.com
Education
The Ohio State University Moritz College of Law 2014 — 2017
Juris Doctor (J.D.), Law, First Year
New York University 2010 — 2014
BA, Global Liberal Studies (Politics, Rights, and Economic Development)
The Seven Hills School 2006 — 2010
Xi’an International Studies University
Hamilton County Court of Common Pleas, The Honorable Beth A. Myers May 2015 - Present
The Robert F. Kennedy Center for Justice and Human Rights September 2013 - August 2014
Alpha Sigma Tau National Sorority January 2013 - January 2014
Guggenheim Partners June 2013 - August 2013
The Lawrence Firm May 2011 - May 2013
Red Argentina de Instituciones de Microcrédito August 2012 - January 2013
Office of Congressman Geoff Davis May 2011 - August 2012
Alpha Sigma Tau National Sorority September 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Java, HTML, Research, Social Media, Public Speaking, Windows, English, Salesforce.com
Education
The Ohio State University Moritz College of Law 2014 — 2017
Juris Doctor (J.D.), Law, First Year
New York University 2010 — 2014
BA, Global Liberal Studies (Politics, Rights, and Economic Development)
The Seven Hills School 2006 — 2010
Xi’an International Studies University
Nichole Graveen Nichole Graveen's Guggenheim Partners Experience September 2015 - Present
Job Senior Associate
Industry Financial Services
Experience
Guggenheim Partners September 2015 - Present
U.S. Bank January 2013 - September 2015
US Bank September 2011 - March 2013
US Bank July 2009 - October 2011
US Bank April 2008 - July 2009
Fiserv October 2007 - April 2008
Skills
Portfolio Management, Investments, Banking, Finance, Financial Services, Analysis, Management, Securities, Business Development, Relationship Management, CRM, Cash Management
Education
The University of Chicago
University of Wisconsin-Milwaukee - School of Business Administration 2005 — 2008
BBA
Old Dominion University
Guggenheim Partners September 2015 - Present
U.S. Bank January 2013 - September 2015
US Bank September 2011 - March 2013
US Bank July 2009 - October 2011
US Bank April 2008 - July 2009
Fiserv October 2007 - April 2008
Skills
Portfolio Management, Investments, Banking, Finance, Financial Services, Analysis, Management, Securities, Business Development, Relationship Management, CRM, Cash Management
Education
The University of Chicago
University of Wisconsin-Milwaukee - School of Business Administration 2005 — 2008
BBA
Old Dominion University
Benjamin Steinberg Benjamin Steinberg's Guggenheim Partners Experience June 2015 - Present
Job Software Developer at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
Kroll Bond Rating Agency, Inc. June 2014 - Present
United States Department of Defense February 2013 - May 2014
United States Air Force September 2011 - February 2013
Lehigh University June 2008 - August 2008
Skills
ASP.NET, C++, Java, Microsoft SQL Server, C#, Arabic, German, C, AJAX, SignalR, WCF, jQuery, HTML 5, VB.NET, Team Foundation Server, Visual Studio 2013, ASP.NET Web API, ASP.NET MVC, knockout js
Education
Penn State University 2007 — 2011
Bs, Computer Science
Guggenheim Partners June 2015 - Present
Kroll Bond Rating Agency, Inc. June 2014 - Present
United States Department of Defense February 2013 - May 2014
United States Air Force September 2011 - February 2013
Lehigh University June 2008 - August 2008
Skills
ASP.NET, C++, Java, Microsoft SQL Server, C#, Arabic, German, C, AJAX, SignalR, WCF, jQuery, HTML 5, VB.NET, Team Foundation Server, Visual Studio 2013, ASP.NET Web API, ASP.NET MVC, knockout js
Education
Penn State University 2007 — 2011
Bs, Computer Science
LATONIA JOHNSON-WARREN LATONIA JOHNSON-WARREN's Guggenheim Partners Experience 2011 - 2012
Job Paralegal
Industry Legal Services
Experience
Guggenheim Partners 2011 - 2012
Jenner & Block March 2010 - September 2011
Kirkland & Ellis LLP July 2008 - August 2009
CW Capital LLC April 2007 - April 2008
Kirkland & Ellis LLP July 2005 - April 2007
Merrill Lynch September 2000 - June 2005
LaSalle Bank 1990 - 1996
Skills
Corporate Governance, Due Diligence, Loans, Corporate Law, Real Estate, Real Estate Transactions
Education
Roosevelt University 1999 — 2003
BS
Roosevelt University 1993 — 1993
Park University 1984 — 1986
Guggenheim Partners 2011 - 2012
Jenner & Block March 2010 - September 2011
Kirkland & Ellis LLP July 2008 - August 2009
CW Capital LLC April 2007 - April 2008
Kirkland & Ellis LLP July 2005 - April 2007
Merrill Lynch September 2000 - June 2005
LaSalle Bank 1990 - 1996
Skills
Corporate Governance, Due Diligence, Loans, Corporate Law, Real Estate, Real Estate Transactions
Education
Roosevelt University 1999 — 2003
BS
Roosevelt University 1993 — 1993
Park University 1984 — 1986
Adam Remson Adam Remson's Guggenheim Partners Experience February 2014 - Present
Job General Manager Sales & Revenue
Industry Marketing and Advertising
Experience
Guggenheim Partners February 2014 - Present
Guggenheim Partners March 2013 - Present
Guggenheim Partners June 2011 - February 2013
800lb Artists October 2009 - November 2011
NBC Universal December 2008 - August 2010
Go Gorilla Media December 2007 - December 2008
The Nielsen Company November 2004 - December 2007
Koenig Public Relations January 2000 - October 2007
Advanstar Communications January 1999 - June 2001
Music & Sound Retailer 1995 - 1999
Skills
Marketing, Business Development, Publishing, Sales, Advertising, Outdoor Advertising, Content Strategy, Digital Media, Digital Marketing, Digital Strategy, Integrated Marketing, Strategic Partnerships, New Media, Online Advertising, Strategy, Online Marketing, Creative Direction, Social Media Marketing, Marketing Communications, Media Planning, Start-ups, Entrepreneurship, Magazines, Public Relations
Education
New York University 1988 — 1992
BA, Communications, Writing
Choate Rosemary Hall 1983 — 1986
Guggenheim Partners February 2014 - Present
Guggenheim Partners March 2013 - Present
Guggenheim Partners June 2011 - February 2013
800lb Artists October 2009 - November 2011
NBC Universal December 2008 - August 2010
Go Gorilla Media December 2007 - December 2008
The Nielsen Company November 2004 - December 2007
Koenig Public Relations January 2000 - October 2007
Advanstar Communications January 1999 - June 2001
Music & Sound Retailer 1995 - 1999
Skills
Marketing, Business Development, Publishing, Sales, Advertising, Outdoor Advertising, Content Strategy, Digital Media, Digital Marketing, Digital Strategy, Integrated Marketing, Strategic Partnerships, New Media, Online Advertising, Strategy, Online Marketing, Creative Direction, Social Media Marketing, Marketing Communications, Media Planning, Start-ups, Entrepreneurship, Magazines, Public Relations
Education
New York University 1988 — 1992
BA, Communications, Writing
Choate Rosemary Hall 1983 — 1986
Leigh Richards's Guggenheim Partners Experience November 2014 - September 2015
Job HR Business Partner at JLL
Industry Real Estate
Experience
JLL September 2015 - Present
Guggenheim Partners November 2014 - September 2015
Hill Holliday October 2013 - October 2014
Hill Holliday July 2012 - September 2013
Forrester Research July 2011 - June 2012
Forrester Research July 2010 - July 2011
Skills
Marketing Strategy, Account Management, CRM, Management, Facebook, Human Resources, Marketing, Social Media, Training, Recruiting, Leadership, Salesforce.com, Public Relations, Event Planning
Education
Providence College 2006 — 2010
BA, Marketing
National University of Ireland, Galway 2008 — 2009
Junior Year Abroad, Marketing
Tabor Academy 2004 — 2006
High School
JLL September 2015 - Present
Guggenheim Partners November 2014 - September 2015
Hill Holliday October 2013 - October 2014
Hill Holliday July 2012 - September 2013
Forrester Research July 2011 - June 2012
Forrester Research July 2010 - July 2011
Skills
Marketing Strategy, Account Management, CRM, Management, Facebook, Human Resources, Marketing, Social Media, Training, Recruiting, Leadership, Salesforce.com, Public Relations, Event Planning
Education
Providence College 2006 — 2010
BA, Marketing
National University of Ireland, Galway 2008 — 2009
Junior Year Abroad, Marketing
Tabor Academy 2004 — 2006
High School
John Shepard John Shepard's Guggenheim Partners Experience November 2011 - August 2013
Job Director at Avalere Health
Industry Capital Markets
Experience
Avalere Health September 2014 - Present
Applied Policy August 2013 - August 2014
Guggenheim Partners November 2011 - August 2013
Washington Research Group June 2004 - August 2013
MF Global November 2010 - November 2011
Concept Capital March 2009 - October 2010
Stanford Group Company November 2004 - March 2009
Schwab Soundview Capital Markets June 2004 - November 2004
Office of United States Senator Max Baucus 2000 - June 2004
Skills
Policy, Research, Legislative Relations, Healthcare, Policy Analysis, Public Policy, Data Analysis, Capital Markets, Due Diligence, Analysis, Strategic Planning, Strategic Communications, Advocacy, Government, Corporate Development, Equities, Investments, Business Strategy, Health Policy, Economics
Education
Macalester College 1996 — 2000
Bachelor of Arts (BA), Political Science and History
Absarokee High School 1993 — 1996
Avalere Health September 2014 - Present
Applied Policy August 2013 - August 2014
Guggenheim Partners November 2011 - August 2013
Washington Research Group June 2004 - August 2013
MF Global November 2010 - November 2011
Concept Capital March 2009 - October 2010
Stanford Group Company November 2004 - March 2009
Schwab Soundview Capital Markets June 2004 - November 2004
Office of United States Senator Max Baucus 2000 - June 2004
Skills
Policy, Research, Legislative Relations, Healthcare, Policy Analysis, Public Policy, Data Analysis, Capital Markets, Due Diligence, Analysis, Strategic Planning, Strategic Communications, Advocacy, Government, Corporate Development, Equities, Investments, Business Strategy, Health Policy, Economics
Education
Macalester College 1996 — 2000
Bachelor of Arts (BA), Political Science and History
Absarokee High School 1993 — 1996
Sharlene Singh's Guggenheim Partners Experience April 2015 - Present
Job Guggenheim Partners
Industry Banking
Experience
Guggenheim Partners April 2015 - Present
SF Capital Group February 2014 - February 2015
KPMG US January 2011 - January 2014
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Internal Controls, Financial Reporting, Due Diligence, Investment Banking, Business Valuation, Capital Markets, Private Equity, Hedge Funds, IFRS, Mergers & Acquisitions
Education
Pace University
Pace University
Guggenheim Partners April 2015 - Present
SF Capital Group February 2014 - February 2015
KPMG US January 2011 - January 2014
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Internal Controls, Financial Reporting, Due Diligence, Investment Banking, Business Valuation, Capital Markets, Private Equity, Hedge Funds, IFRS, Mergers & Acquisitions
Education
Pace University
Pace University
matthew johnson matthew johnson's Guggenheim Partners Experience September 2014 - Present
Job Senior Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
Barclays Investment Bank June 2012 - September 2013
Barclays Investment Bank September 2008 - June 2012
Lehman Brothers January 2006 - September 2008
Lehman Brothers January 2002 - December 2005
Lehman Brothers January 2000 - January 2002
Lehman Brothers September 1994 - January 2000
Smith Barney January 1993 - June 1994
Smith Barney January 1992 - January 1993
Morgan Stanley January 1991 - January 1992
Skills
Equities, Capital Markets, Investment Banking, Management, Hedge Funds, Fixed Income, Derivatives, Portfolio Management, Structured Products, Equity Derivatives, Trading Systems, Electronic Trading, Bloomberg, FX Options, Options, Trading, Risk Management, Equity Trading, Prime Brokerage, Alternative Investments
Education
Penn State University 1983 — 1989
Bachelor of Arts (BA), MBA
Guggenheim Partners September 2014 - Present
Barclays Investment Bank June 2012 - September 2013
Barclays Investment Bank September 2008 - June 2012
Lehman Brothers January 2006 - September 2008
Lehman Brothers January 2002 - December 2005
Lehman Brothers January 2000 - January 2002
Lehman Brothers September 1994 - January 2000
Smith Barney January 1993 - June 1994
Smith Barney January 1992 - January 1993
Morgan Stanley January 1991 - January 1992
Skills
Equities, Capital Markets, Investment Banking, Management, Hedge Funds, Fixed Income, Derivatives, Portfolio Management, Structured Products, Equity Derivatives, Trading Systems, Electronic Trading, Bloomberg, FX Options, Options, Trading, Risk Management, Equity Trading, Prime Brokerage, Alternative Investments
Education
Penn State University 1983 — 1989
Bachelor of Arts (BA), MBA
F. Barry Nelson, CFA F. Barry Nelson, CFA's Guggenheim Partners Experience 2003 - 2013
Job Retired from Advent Capital Management, LLC February 2013
Industry Investment Management
Experience
Theta Chi Foundation 2003 - Present
Advent Capital Management 1996 - Present
Guggenheim Partners 2003 - 2013
Advent Capital Management 1996 - 2013
Value Line 1993 - 1996
Value Line 1972 - 1986
US Army 1966 - 1968
Skills
Bloomberg, Hedge Funds, Alternative Investments, Investments, Equities, Asset Allocation, Fixed Income, Asset Management, Convertible Securities, Portfolio Management, Capital Markets, Equity Research, Investment Strategies, Fundamental Analysis, Bonds, Securities, Free Cash Flow, Value Investing, Mutual Funds, Series 7, Valuation, Derivatives, Options, Emerging Markets, Financial Modeling, High Yield, Investment Management, Series 63, Trading, Equity Valuation, Private Equity, Investment Advisory, Risk Management, Fund Of Funds, Investor Relations, Financial Markets, FINRA, Convertible Bonds, Hedging, Equity Derivatives, Series 24, ETFs
Education
St. John's University, The Peter J. Tobin College of Business 1968 — 1973
MBA, Finance
Armor School, Ft Knox 1966 — 1966
Basic Training, Advanced Training, Officer Candidate School
New York University 1960 — 1965
BA, Psychology
Theta Chi Foundation 2003 - Present
Advent Capital Management 1996 - Present
Guggenheim Partners 2003 - 2013
Advent Capital Management 1996 - 2013
Value Line 1993 - 1996
Value Line 1972 - 1986
US Army 1966 - 1968
Skills
Bloomberg, Hedge Funds, Alternative Investments, Investments, Equities, Asset Allocation, Fixed Income, Asset Management, Convertible Securities, Portfolio Management, Capital Markets, Equity Research, Investment Strategies, Fundamental Analysis, Bonds, Securities, Free Cash Flow, Value Investing, Mutual Funds, Series 7, Valuation, Derivatives, Options, Emerging Markets, Financial Modeling, High Yield, Investment Management, Series 63, Trading, Equity Valuation, Private Equity, Investment Advisory, Risk Management, Fund Of Funds, Investor Relations, Financial Markets, FINRA, Convertible Bonds, Hedging, Equity Derivatives, Series 24, ETFs
Education
St. John's University, The Peter J. Tobin College of Business 1968 — 1973
MBA, Finance
Armor School, Ft Knox 1966 — 1966
Basic Training, Advanced Training, Officer Candidate School
New York University 1960 — 1965
BA, Psychology
Kamila Goulet Kamila Goulet's Guggenheim Partners Experience May 2014 - April 2015
Job Experienced and WellRounded Financial Services Admin
Industry Financial Services
Experience
Epoch Investment Partners, Inc. April 2015 - Present
Hastings Yoga January 2013 - Present
Yoga Works January 2010 - Present
Guggenheim Partners May 2014 - April 2015
Epoch Investment Partners March 2010 - October 2012
Morgan Stanley February 2004 - November 2008
Morgan Stanley August 2000 - February 2004
Skills
Prenatal Yoga, Yoga, Hatha Yoga, Wellness, Fitness, Wellness Coaching, Personal Training
Education
Yogaworks 2008 — 2009
500 hr RYT, Yoga Teacher Training/Yoga Therapy
Marymount Manhattan College 2001 — 2006
Int'l Studies
Epoch Investment Partners, Inc. April 2015 - Present
Hastings Yoga January 2013 - Present
Yoga Works January 2010 - Present
Guggenheim Partners May 2014 - April 2015
Epoch Investment Partners March 2010 - October 2012
Morgan Stanley February 2004 - November 2008
Morgan Stanley August 2000 - February 2004
Skills
Prenatal Yoga, Yoga, Hatha Yoga, Wellness, Fitness, Wellness Coaching, Personal Training
Education
Yogaworks 2008 — 2009
500 hr RYT, Yoga Teacher Training/Yoga Therapy
Marymount Manhattan College 2001 — 2006
Int'l Studies
Jay Ledinsky Jay Ledinsky's Guggenheim Partners Experience October 2013 - Present
Job Sr. Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2013 - Present
JPGL International LLC ~ Index Investment group January 2005 - September 2013
Red Comet Capital Management LLC June 2010 - August 2013
Bernacchi Trading Inc January 1999 - January 2005
Nunley Brokerage Group April 1997 - January 1999
ING Barings Bank May 1995 - March 1997
Skills
Trading, Options, Funding, Investors, Equities, Strategic Planning, Financial Analysis, Sales Process, Sales, Private Equity, Strategy, Investments
Education
Investment Banking Institute 2013 — 2013
Investment Banking
Michigan State University 1990 — 1994
BA, Psychology
Guggenheim Partners October 2013 - Present
JPGL International LLC ~ Index Investment group January 2005 - September 2013
Red Comet Capital Management LLC June 2010 - August 2013
Bernacchi Trading Inc January 1999 - January 2005
Nunley Brokerage Group April 1997 - January 1999
ING Barings Bank May 1995 - March 1997
Skills
Trading, Options, Funding, Investors, Equities, Strategic Planning, Financial Analysis, Sales Process, Sales, Private Equity, Strategy, Investments
Education
Investment Banking Institute 2013 — 2013
Investment Banking
Michigan State University 1990 — 1994
BA, Psychology
Kyle D. Thomas, CPA's Guggenheim Partners Experience July 2013 - Present
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2013 - Present
Studler, Doyle & Company, LLC January 2013 - April 2013
Tax & Financial Solutions, Inc. February 2012 - September 2012
A.T. Kearney June 2011 - August 2011
tag - Trade Associates Group Ltd June 2008 - January 2011
Rockford Area Realtors August 2010 - December 2010
Skills
Excel, Outlook, Creative Solutions..., UltraTax CS, QuickBooks, Accounting, Microsoft Excel, Auditing, Tax, Internal Audit, Financial Reporting, Forensic Accounting, Corporate Fraud..., Fraud Detection, Financial Statements, Financial Accounting, Finance, Leadership, Forecasting, Corporate Finance, CPA, Tax Preparation, Insurance, Account Reconciliation, GAAP, US GAAP, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, SEC filings, General Ledger, Variance Analysis, Strategic Financial..., Cash Flow, Financial Planning
Education
Northern Illinois University - College of Business 2007 — 2011
Bachelor of Science, Accountancy
Victor J. Andrew 2004 — 2007
Guggenheim Partners July 2013 - Present
Studler, Doyle & Company, LLC January 2013 - April 2013
Tax & Financial Solutions, Inc. February 2012 - September 2012
A.T. Kearney June 2011 - August 2011
tag - Trade Associates Group Ltd June 2008 - January 2011
Rockford Area Realtors August 2010 - December 2010
Skills
Excel, Outlook, Creative Solutions..., UltraTax CS, QuickBooks, Accounting, Microsoft Excel, Auditing, Tax, Internal Audit, Financial Reporting, Forensic Accounting, Corporate Fraud..., Fraud Detection, Financial Statements, Financial Accounting, Finance, Leadership, Forecasting, Corporate Finance, CPA, Tax Preparation, Insurance, Account Reconciliation, GAAP, US GAAP, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, SEC filings, General Ledger, Variance Analysis, Strategic Financial..., Cash Flow, Financial Planning
Education
Northern Illinois University - College of Business 2007 — 2011
Bachelor of Science, Accountancy
Victor J. Andrew 2004 — 2007
Jim Schommer Jim Schommer's Guggenheim Partners Experience June 2011 - Present
Job Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners June 2011 - Present
UBS December 1997 - June 2011
Integrated Decision Systems July 1994 - November 1997
US Navy June 1987 - April 1994
The Knox 1988 - 1990
Education
National University 1993 — 1994
MBA, Business
University of Notre Dame 1983 — 1987
BA, Government
Guggenheim Partners June 2011 - Present
UBS December 1997 - June 2011
Integrated Decision Systems July 1994 - November 1997
US Navy June 1987 - April 1994
The Knox 1988 - 1990
Education
National University 1993 — 1994
MBA, Business
University of Notre Dame 1983 — 1987
BA, Government
Joel Lazovitz Joel Lazovitz's Guggenheim Partners Experience May 2015 - Present
Job Attorney
Industry Law Practice
Experience
Guggenheim Partners May 2015 - Present
Gruen & Goldstein November 2012 - May 2015
Burns White LLC March 2011 - June 2012
O'Brien and Ryan 2009 - 2010
Meridian Capital Group 2008 - 2009
Strategic Realty Investments, LLC 2007 - 2008
Stoltz 2007 - 2007
Burlington Coat Factory 2006 - 2006
Cozen O'Connor 2005 - 2005
Fried, Frank, Harris, Shriver & Jacobson LLP 1999 - 2000
Skills
Legal Research, Litigation, Real Estate, Due Diligence, Real Estate Economics
Education
Villanova University School of Law 2002 — 2005
J.D.
Yale University 1995 — 1999
B.A.
New York University 2012 — 2013
Real Estate Finance and Investment
Guggenheim Partners May 2015 - Present
Gruen & Goldstein November 2012 - May 2015
Burns White LLC March 2011 - June 2012
O'Brien and Ryan 2009 - 2010
Meridian Capital Group 2008 - 2009
Strategic Realty Investments, LLC 2007 - 2008
Stoltz 2007 - 2007
Burlington Coat Factory 2006 - 2006
Cozen O'Connor 2005 - 2005
Fried, Frank, Harris, Shriver & Jacobson LLP 1999 - 2000
Skills
Legal Research, Litigation, Real Estate, Due Diligence, Real Estate Economics
Education
Villanova University School of Law 2002 — 2005
J.D.
Yale University 1995 — 1999
B.A.
New York University 2012 — 2013
Real Estate Finance and Investment
Stephanie (Ungashick) Duke Stephanie (Ungashick) Duke's Guggenheim Partners Experience September 2012 - Present
Job Talent Acquisition / Recruiting Professional at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2012 - Present
Skills
Onboarding, Full-cycle Recruiting, Strategic Hiring, Customer Service, High Volume Staffing, Taleo, Talent Acquisition, Sourcing, Pre-employment Testing, Online Training, E-Learning, PeopleSoft, Human Resources, Employment Testing, Microsoft Excel, BrassRing, Performance Management, Screening Resumes, Excel, Interviews, Recruiting
Education
Roosevelt University 2010 — 2012
Master of Arts
Northwestern University 2007 — 2009
Bachelor of Science
Guggenheim Partners September 2012 - Present
Skills
Onboarding, Full-cycle Recruiting, Strategic Hiring, Customer Service, High Volume Staffing, Taleo, Talent Acquisition, Sourcing, Pre-employment Testing, Online Training, E-Learning, PeopleSoft, Human Resources, Employment Testing, Microsoft Excel, BrassRing, Performance Management, Screening Resumes, Excel, Interviews, Recruiting
Education
Roosevelt University 2010 — 2012
Master of Arts
Northwestern University 2007 — 2009
Bachelor of Science
Shail Amin Shail Amin's Guggenheim Partners Experience October 2013 - December 2013
Job Portfolio Accountant at Heitman, LLC
Industry Accounting
Experience
Heitman March 2014 - Present
Guggenheim Partners October 2013 - December 2013
Wyndham Worldwide August 2013 - October 2013
ICJIA June 2012 - August 2012
Country Inn & Suites by Carlson May 2007 - August 2011
Kipnis, Rosen, & Bloom, Ltd. May 2010 - August 2010
Skills
Financial Accounting, Financial Reporting, Microsoft Excel, MS Excel Pivot Tables, Leadership, Asset Management, Commercial Real Estate, Valuation Modeling, DCF Valuation, Budgeting & Forecasting, US GAAP reporting, Fund Accounting, Industrial Real Estate, Yardi Property..., Finance, Microsoft Office, Financial Statements, Financial Analysis, Budgets, Accounting
Education
Loyola University of Chicago 2011 — 2013
Master's degree, Accounting
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Heitman March 2014 - Present
Guggenheim Partners October 2013 - December 2013
Wyndham Worldwide August 2013 - October 2013
ICJIA June 2012 - August 2012
Country Inn & Suites by Carlson May 2007 - August 2011
Kipnis, Rosen, & Bloom, Ltd. May 2010 - August 2010
Skills
Financial Accounting, Financial Reporting, Microsoft Excel, MS Excel Pivot Tables, Leadership, Asset Management, Commercial Real Estate, Valuation Modeling, DCF Valuation, Budgeting & Forecasting, US GAAP reporting, Fund Accounting, Industrial Real Estate, Yardi Property..., Finance, Microsoft Office, Financial Statements, Financial Analysis, Budgets, Accounting
Education
Loyola University of Chicago 2011 — 2013
Master's degree, Accounting
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sam McCartney's Guggenheim Partners Experience July 2015 - Present
Job Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners July 2015 - Present
Purdue University Krannert School of Management August 2014 - May 2015
Purdue Research Foundation December 2014 - December 2014
GE Power & Water June 2014 - August 2014
Purdue Research Foundation February 2014 - April 2014
Purdue Football Team June 2011 - December 2013
Education
Purdue University 2011 — 2015
Bachelor of Science, Finance and Management
National Chengchi University
Asian Emerging Markets and Economies
West Lafayette High School 2007 — 2011
Guggenheim Partners July 2015 - Present
Purdue University Krannert School of Management August 2014 - May 2015
Purdue Research Foundation December 2014 - December 2014
GE Power & Water June 2014 - August 2014
Purdue Research Foundation February 2014 - April 2014
Purdue Football Team June 2011 - December 2013
Education
Purdue University 2011 — 2015
Bachelor of Science, Finance and Management
National Chengchi University
Asian Emerging Markets and Economies
West Lafayette High School 2007 — 2011
Sarah Bazzetta, PA-C Sarah Bazzetta, PA-C's Guggenheim Partners Experience 2007 - 2011
Job Physician Assistant
Industry Medical Practice
Experience
The Women's Group of Northwestern January 2015 - Present
Northwestern Memorial Hospital 2011 - 2012
Guggenheim Partners 2007 - 2011
PwC 2004 - 2007
Skills
Healthcare, Hospitals, Medicine, EMR, Microsoft Excel
Education
Midwestern University 2012 — 2014
Master of Medical Science, Physician Assistant
University of Illinois at Urbana-Champaign - College of Business
Accounting
The Women's Group of Northwestern January 2015 - Present
Northwestern Memorial Hospital 2011 - 2012
Guggenheim Partners 2007 - 2011
PwC 2004 - 2007
Skills
Healthcare, Hospitals, Medicine, EMR, Microsoft Excel
Education
Midwestern University 2012 — 2014
Master of Medical Science, Physician Assistant
University of Illinois at Urbana-Champaign - College of Business
Accounting
Barry Klarberg Barry Klarberg's Guggenheim Partners Experience 2006 - 2009
Job Barry Klarberg is Managing Partner and Founder of Monarch Wealth and Business Management
Industry Financial Services
Experience
Monarch Wealth and Business Management 2010 - Present
Guggenheim Partners 2006 - 2009
Deloitte 1981 - 1992
Pace University 1985 - 1989
Skills
Customer Service, Strategic Planning, Leadership, Project Management, Sales, Microsoft Office, Business Strategy, Marketing, Strategy, Business Development, Management, Microsoft Excel, Business, Business Management, Finance, Change Management, Financial Analysis, Financial Modeling, Networking, Mergers & Acquisitions, Accounting
Education
Pace University 1981 — 1985
Taxation, MS
Pace University 1977 — 1981
Bachelor of Business Administration (BBA), Taxation
Monarch Wealth and Business Management 2010 - Present
Guggenheim Partners 2006 - 2009
Deloitte 1981 - 1992
Pace University 1985 - 1989
Skills
Customer Service, Strategic Planning, Leadership, Project Management, Sales, Microsoft Office, Business Strategy, Marketing, Strategy, Business Development, Management, Microsoft Excel, Business, Business Management, Finance, Change Management, Financial Analysis, Financial Modeling, Networking, Mergers & Acquisitions, Accounting
Education
Pace University 1981 — 1985
Taxation, MS
Pace University 1977 — 1981
Bachelor of Business Administration (BBA), Taxation
Victoria Terrazas Victoria Terrazas's Guggenheim Partners Experience October 2014 - April 2015
Job Risk Advisory Staff at EY
Industry Financial Services
Experience
EY July 2015 - Present
Guggenheim Partners October 2014 - April 2015
ProgBev June 2013 - August 2013
Grupo T & G June 2011 - July 2011
Skills
Microsoft Office, Analytics, International Finance, Financial Markets, Business Analysis, Research, Business Strategy, Market Research, Public Speaking, Social Media
Education
Loyola University Chicago 2011 — 2015
Minor, Political Science and Government
Quinlan School of Business, Loyola University Chicago 2011 — 2015
Bachelor of Business Administration (BBA), Finance
The Beijing Center, Beijing, China 2013 — 2013
Finance and Chinese, Political Science and Government
EY July 2015 - Present
Guggenheim Partners October 2014 - April 2015
ProgBev June 2013 - August 2013
Grupo T & G June 2011 - July 2011
Skills
Microsoft Office, Analytics, International Finance, Financial Markets, Business Analysis, Research, Business Strategy, Market Research, Public Speaking, Social Media
Education
Loyola University Chicago 2011 — 2015
Minor, Political Science and Government
Quinlan School of Business, Loyola University Chicago 2011 — 2015
Bachelor of Business Administration (BBA), Finance
The Beijing Center, Beijing, China 2013 — 2013
Finance and Chinese, Political Science and Government
Stephan Dyson's Guggenheim Partners Experience June 2015 - August 2015
Job Summer Intern
Industry Financial Services
Experience
Guggenheim Partners June 2015 - August 2015
US Army February 2009 - July 2013
Skills
Military, DoD, Military Experience, Military Operations, Security Clearance, Intelligence Analysis, National Security, Intelligence, Force Protection, Information Assurance, Military Training, Operational Planning, Command, Army, Microsoft Excel, Microsoft Office, Customer Service, Leadership, Research, Analysis, Microsoft Word, Strategic Planning, PowerPoint, International Relations
Education
Pace University - Lubin School of Business 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Guggenheim Partners June 2015 - August 2015
US Army February 2009 - July 2013
Skills
Military, DoD, Military Experience, Military Operations, Security Clearance, Intelligence Analysis, National Security, Intelligence, Force Protection, Information Assurance, Military Training, Operational Planning, Command, Army, Microsoft Excel, Microsoft Office, Customer Service, Leadership, Research, Analysis, Microsoft Word, Strategic Planning, PowerPoint, International Relations
Education
Pace University - Lubin School of Business 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Kerri Cain Kerri Cain's Guggenheim Partners Experience September 2015 - Present
Job Director, Senior Compliance Manager Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2015 - Present
WBI Investments December 2013 - August 2015
Guggenheim Partners September 2012 - December 2013
Caxton Alternative Management March 2012 - September 2012
The Little Gym of Spotswood June 2007 - June 2012
Caxton Associates 2000 - 2007
Cantor Fitzgerald 1997 - 2000
New York Life Insurance Company 1995 - 1997
Skills
Hedge Funds, Alternative Investments, Account Reconciliation, Fixed Income, Financial Accounting, Fund Accounting, GAAP, Derivatives, Equities, Financial Analysis, Private Equity, Accounting, Series 7, Financial Reporting
Education
Pace University - Lubin School of Business 1998 — 2000
Masters of Business Administration, Financial Management
Manhattan College 1991 — 1995
Bachelor of Science, Accounting and Finance
Guggenheim Partners September 2015 - Present
WBI Investments December 2013 - August 2015
Guggenheim Partners September 2012 - December 2013
Caxton Alternative Management March 2012 - September 2012
The Little Gym of Spotswood June 2007 - June 2012
Caxton Associates 2000 - 2007
Cantor Fitzgerald 1997 - 2000
New York Life Insurance Company 1995 - 1997
Skills
Hedge Funds, Alternative Investments, Account Reconciliation, Fixed Income, Financial Accounting, Fund Accounting, GAAP, Derivatives, Equities, Financial Analysis, Private Equity, Accounting, Series 7, Financial Reporting
Education
Pace University - Lubin School of Business 1998 — 2000
Masters of Business Administration, Financial Management
Manhattan College 1991 — 1995
Bachelor of Science, Accounting and Finance
John Mulreaney's Guggenheim Partners Experience September 2008 - Present
Job
Industry Financial Services
Experience
Guggenheim Partners September 2008 - Present
Education
Villanova University School of Law 2005 — 2008
Doctor of Law (J.D.)
New York University 2001 — 2005
Bachelor of Arts (B.A.), Politics
Guggenheim Partners September 2008 - Present
Education
Villanova University School of Law 2005 — 2008
Doctor of Law (J.D.)
New York University 2001 — 2005
Bachelor of Arts (B.A.), Politics
Robert S. Boyd, CFA Robert S. Boyd, CFA's Guggenheim Partners Experience April 2010 - January 2015
Job Experienced Treasury, ALM and Liquidity Manager
Industry Banking
Experience
Guggenheim Partners April 2010 - January 2015
Skills
Capital Markets, Management, Equities, Investments, Financial Markets
Education
Middlebury College 1979 — 1983
Bachelor of Arts (B.A.), American History (United States); Economics, French
Guggenheim Partners April 2010 - January 2015
Skills
Capital Markets, Management, Equities, Investments, Financial Markets
Education
Middlebury College 1979 — 1983
Bachelor of Arts (B.A.), American History (United States); Economics, French
Gene Carmack, CBCP's Guggenheim Partners Experience 2012 - 2013
Job Senior Project Manager Business Continuity at Abbott
Industry Financial Services
Experience
Abbott April 2015 - Present
ZS Associates Inc. February 2014 - March 2015
Mesirow Financial Inc July 2013 - November 2013
Guggenheim Partners 2012 - 2013
HSBC Global Banking and Markets December 2010 - September 2011
MF Global 2003 - 2010
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas 2001 - 2003
Skills
Business Continuity, Disaster Recovery, Information Technology, Security, Project Management, Crisis Management, Risk Management, Information Security, Business Continuity..., Software Documentation, Strategy, Process Improvement, Business Analysis, ITIL, Governance, Business Impact Analysis, Vendor Management, SharePoint, IT Strategy
Education
Northern Illinois University 1973 — 1976
Bachelor's degree, Computer Science
Christian Fenger High School 1970 — 1972
diploma, Mathematical Statistics and Probability
Shaker Heights High School 1968 — 1970
transferred to Christian Fenger, General Studies, 4.0
Abbott April 2015 - Present
ZS Associates Inc. February 2014 - March 2015
Mesirow Financial Inc July 2013 - November 2013
Guggenheim Partners 2012 - 2013
HSBC Global Banking and Markets December 2010 - September 2011
MF Global 2003 - 2010
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas 2001 - 2003
Skills
Business Continuity, Disaster Recovery, Information Technology, Security, Project Management, Crisis Management, Risk Management, Information Security, Business Continuity..., Software Documentation, Strategy, Process Improvement, Business Analysis, ITIL, Governance, Business Impact Analysis, Vendor Management, SharePoint, IT Strategy
Education
Northern Illinois University 1973 — 1976
Bachelor's degree, Computer Science
Christian Fenger High School 1970 — 1972
diploma, Mathematical Statistics and Probability
Shaker Heights High School 1968 — 1970
transferred to Christian Fenger, General Studies, 4.0
Chris LoVerde, CPA's Guggenheim Partners Experience March 2013 - September 2014
Job ARPAC, LLC
Industry Accounting
Experience
ARPAC LLC September 2014 - Present
Guggenheim Partners March 2013 - September 2014
ADP Dealer Services January 2012 - March 2013
Legacy Professionals LLP August 2009 - December 2011
Legacy Professionals LLP July 2008 - August 2009
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, GAAP, Financial Accounting, CPA, Tax, Tax Preparation, Financial Statements, General Ledger, House Music, Finance, Money, US GAAP, Happy Hour, Beaches
Education
Northern Illinois University 2007 — 2008
Master's degree, Accounting
Northern Illinois University - College of Business 2002 — 2006
Bachelor of Science (B.S.), Finance
ARPAC LLC September 2014 - Present
Guggenheim Partners March 2013 - September 2014
ADP Dealer Services January 2012 - March 2013
Legacy Professionals LLP August 2009 - December 2011
Legacy Professionals LLP July 2008 - August 2009
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, GAAP, Financial Accounting, CPA, Tax, Tax Preparation, Financial Statements, General Ledger, House Music, Finance, Money, US GAAP, Happy Hour, Beaches
Education
Northern Illinois University 2007 — 2008
Master's degree, Accounting
Northern Illinois University - College of Business 2002 — 2006
Bachelor of Science (B.S.), Finance
Krystle May Statler's Guggenheim Partners Experience August 2013 - Present
Job Administration Services at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2013 - Present
UC Merced, Graduate Division December 2012 - August 2013
UC Merced, School of Engineering August 2012 - December 2012
UC Merced Department of Public Safety August 2010 - August 2012
UC Merced Joseph Edward Gallo Recreation Center June 2009 - August 2012
UC Merced October 2008 - May 2009
City Slickers Restaurant & Saloon August 2006 - July 2008
Baskin Robbins - South Barrie August 2005 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, Public Speaking, Strategic Planning, Highly motivated..., Budgets, Editing, Negotiation, Event Planning, Special Events..., Executive Calendar..., Written & Oral..., Mac OS, Blogging, Higher Education, Student Affairs, Student Development, Fundraising, Critical Thinking, Community Outreach, Student Leadership, Data Analysis
Education
Merced College 2012 — 2013
Prerequisites for Graduate Nursing School, 4.0
University of California, Merced 2008 — 2012
Bachelor of Arts (B.A.), Psychology GPA: 3.33 / Minor: Writing GPA: 3.74
Guggenheim Partners August 2013 - Present
UC Merced, Graduate Division December 2012 - August 2013
UC Merced, School of Engineering August 2012 - December 2012
UC Merced Department of Public Safety August 2010 - August 2012
UC Merced Joseph Edward Gallo Recreation Center June 2009 - August 2012
UC Merced October 2008 - May 2009
City Slickers Restaurant & Saloon August 2006 - July 2008
Baskin Robbins - South Barrie August 2005 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, Public Speaking, Strategic Planning, Highly motivated..., Budgets, Editing, Negotiation, Event Planning, Special Events..., Executive Calendar..., Written & Oral..., Mac OS, Blogging, Higher Education, Student Affairs, Student Development, Fundraising, Critical Thinking, Community Outreach, Student Leadership, Data Analysis
Education
Merced College 2012 — 2013
Prerequisites for Graduate Nursing School, 4.0
University of California, Merced 2008 — 2012
Bachelor of Arts (B.A.), Psychology GPA: 3.33 / Minor: Writing GPA: 3.74
Ryan Sparbeck Ryan Sparbeck's Guggenheim Partners Experience December 2014 - Present
Job Recon Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners December 2014 - Present
Sears Holdings Corporation June 2013 - December 2014
Michigan State University Student Investment Fund August 2012 - April 2013
Sears Holdings Corporation May 2012 - August 2012
Skills
Inventory Management, Microsoft Excel, Financial Analysis, Financial Modeling, Finance, Microsoft Office, Forecasting, Inventory Control, Cross-functional Team..., Data Analysis
Education
Eli Broad College of Business 2011 — 2013
Bachelor of Science (BS), Finance, General
Michigan State University 2009 — 2013
BA Finance, Finance
Guggenheim Partners December 2014 - Present
Sears Holdings Corporation June 2013 - December 2014
Michigan State University Student Investment Fund August 2012 - April 2013
Sears Holdings Corporation May 2012 - August 2012
Skills
Inventory Management, Microsoft Excel, Financial Analysis, Financial Modeling, Finance, Microsoft Office, Forecasting, Inventory Control, Cross-functional Team..., Data Analysis
Education
Eli Broad College of Business 2011 — 2013
Bachelor of Science (BS), Finance, General
Michigan State University 2009 — 2013
BA Finance, Finance
Scott Laughlin Scott Laughlin's Guggenheim Partners Experience February 2012 - Present
Job Administrative Supervisor at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners February 2012 - Present
Rockefeller Financial July 2007 - October 2011
MTV Networks November 2005 - July 2007
Dave Phillips Music and Sound July 2002 - August 2005
Skills
Microsoft Office, Word, Marketing, Microsoft Word, Employee Relations, Customer Service, Editing, Sales, Training
Education
Muhlenberg College 1998 — 2002
B.A., Communications, Music
Guggenheim Partners February 2012 - Present
Rockefeller Financial July 2007 - October 2011
MTV Networks November 2005 - July 2007
Dave Phillips Music and Sound July 2002 - August 2005
Skills
Microsoft Office, Word, Marketing, Microsoft Word, Employee Relations, Customer Service, Editing, Sales, Training
Education
Muhlenberg College 1998 — 2002
B.A., Communications, Music
Franklin Hernandez Franklin Hernandez's Guggenheim Partners Experience February 2012 - June 2013
Job Investment Risk Analyst at PNC
Industry Financial Services
Experience
PNC May 2015 - Present
Citi June 2013 - May 2015
Guggenheim Partners February 2012 - June 2013
Social Security Administration 2009 - 2011
DC Government 2008 - 2009
Pat Hiban Real Estate Group 2006 - 2008
Coldwell Banker Residential Brokerage 2005 - 2006
Skills
Investments, Mutual Funds, Financial Analysis, Financial Services, Portfolio Management, Analysis, Fixed Income, Financial Modeling, Equity Research, Banking, Equities, Finance, Bloomberg Terminal, VBA, ETFs, Credit Risk, Counterparty Risk, Stress Testing, Money Market Funds
Education
Loyola University Maryland 2011 — 2013
Master of Business Administration (MBA), Finance
University of Maryland Baltimore County 2008 — 2009
Bachelor of Arts (BA), Economics
United States Naval Academy 2003 — 2005
Mechanical Engineering
PNC May 2015 - Present
Citi June 2013 - May 2015
Guggenheim Partners February 2012 - June 2013
Social Security Administration 2009 - 2011
DC Government 2008 - 2009
Pat Hiban Real Estate Group 2006 - 2008
Coldwell Banker Residential Brokerage 2005 - 2006
Skills
Investments, Mutual Funds, Financial Analysis, Financial Services, Portfolio Management, Analysis, Fixed Income, Financial Modeling, Equity Research, Banking, Equities, Finance, Bloomberg Terminal, VBA, ETFs, Credit Risk, Counterparty Risk, Stress Testing, Money Market Funds
Education
Loyola University Maryland 2011 — 2013
Master of Business Administration (MBA), Finance
University of Maryland Baltimore County 2008 — 2009
Bachelor of Arts (BA), Economics
United States Naval Academy 2003 — 2005
Mechanical Engineering
Steven Barisonek Steven Barisonek's Guggenheim Partners Experience December 2010 - November 2013
Job Sales Associate at Turpin Real Estate
Industry Real Estate
Experience
Turpin Real Estate December 2013 - Present
Guggenheim Partners December 2010 - November 2013
WJB Capital Group, Inc. June 2007 - December 2010
Skills
Series 63, Equity Trading, Equities, Series 7, Bloomberg, Trading, Electronic Trading, Securities, Trading Systems, ETFs, Institutional Sales, Mutual Funds, Alternative Investments, Fixed Income, Financial Markets, Sales, Real Estate
Education
Loyola College in Maryland 1990 — 1994
Bachelor of Arts (B.A.), History
Delbarton School 1987 — 1990
Turpin Real Estate December 2013 - Present
Guggenheim Partners December 2010 - November 2013
WJB Capital Group, Inc. June 2007 - December 2010
Skills
Series 63, Equity Trading, Equities, Series 7, Bloomberg, Trading, Electronic Trading, Securities, Trading Systems, ETFs, Institutional Sales, Mutual Funds, Alternative Investments, Fixed Income, Financial Markets, Sales, Real Estate
Education
Loyola College in Maryland 1990 — 1994
Bachelor of Arts (B.A.), History
Delbarton School 1987 — 1990
Patrick Gilbert Patrick Gilbert's Guggenheim Partners Experience November 2014 - April 2015
Job Search Engine Marketing (SEM) Account Manager at AdVenture Media Group LLC
Industry Marketing and Advertising
Experience
AdVenture Media Group LLC June 2015 - Present
Guggenheim Partners November 2014 - April 2015
Penn State Milton S. Hershey Medical Center August 2013 - October 2014
Kohl's Department Stores August 2012 - May 2013
Penn State University August 2012 - May 2013
National Retail Marketing Case Compeitition January 2013 - March 2013
Kohl's Department Stores June 2011 - August 2012
Penn State Marketing Association August 2010 - December 2010
Jay's Appliances April 2005 - December 2010
Skills
Leadership, Social Media, Marketing, Public Speaking, Fundraising, Social Media Marketing, PowerPoint, Event Planning, Microsoft Excel, Sales, Microsoft Office, Retail, Social Networking, Leadership Development, Nonprofits, Customer Service, Integrated Marketing..., Email Marketing, Project Management, CRM, Volunteer Management, Recruiting, Marketing Communications, Inbound Marketing, Google Analytics, Blogging, Landing Page..., Salesforce.com..., Search Engine..., Adobe Photoshop CS6, HTML, WordPress, Brand Management, Google Adwords, Consumer Behavior
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Marketing
Division Avenue High School 2005 — 2009
Advanced Regents Diploma
AdVenture Media Group LLC June 2015 - Present
Guggenheim Partners November 2014 - April 2015
Penn State Milton S. Hershey Medical Center August 2013 - October 2014
Kohl's Department Stores August 2012 - May 2013
Penn State University August 2012 - May 2013
National Retail Marketing Case Compeitition January 2013 - March 2013
Kohl's Department Stores June 2011 - August 2012
Penn State Marketing Association August 2010 - December 2010
Jay's Appliances April 2005 - December 2010
Skills
Leadership, Social Media, Marketing, Public Speaking, Fundraising, Social Media Marketing, PowerPoint, Event Planning, Microsoft Excel, Sales, Microsoft Office, Retail, Social Networking, Leadership Development, Nonprofits, Customer Service, Integrated Marketing..., Email Marketing, Project Management, CRM, Volunteer Management, Recruiting, Marketing Communications, Inbound Marketing, Google Analytics, Blogging, Landing Page..., Salesforce.com..., Search Engine..., Adobe Photoshop CS6, HTML, WordPress, Brand Management, Google Adwords, Consumer Behavior
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Marketing
Division Avenue High School 2005 — 2009
Advanced Regents Diploma
Ryan Procaccini Ryan Procaccini's Guggenheim Partners Experience June 2014 - Present
Job Corporate Credit Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2014 - Present
Guggenheim Partners June 2013 - August 2013
Northwestern Mutual April 2012 - April 2013
Hamilton Point Investment Advisors May 2012 - August 2012
McDaniel College January 2011 - April 2011
Dewey Beach Patrol June 2010 - August 2010
Skills
Investments, Bloomberg Terminal, Bloomberg, Financial Modeling, Morningstar, Microsoft Excel, PowerPoint, Data Analysis, Analysis, Portfolio Management, DCF, Microsoft Word, Corporate Finance
Education
UNC Kenan-Flagler Business School 2011 — 2014
Bachelor of Science (B.S.), Business Administration
McDaniel College 2009 — 2011
Business Administration and Economics
Guggenheim Partners June 2014 - Present
Guggenheim Partners June 2013 - August 2013
Northwestern Mutual April 2012 - April 2013
Hamilton Point Investment Advisors May 2012 - August 2012
McDaniel College January 2011 - April 2011
Dewey Beach Patrol June 2010 - August 2010
Skills
Investments, Bloomberg Terminal, Bloomberg, Financial Modeling, Morningstar, Microsoft Excel, PowerPoint, Data Analysis, Analysis, Portfolio Management, DCF, Microsoft Word, Corporate Finance
Education
UNC Kenan-Flagler Business School 2011 — 2014
Bachelor of Science (B.S.), Business Administration
McDaniel College 2009 — 2011
Business Administration and Economics
Dru Girard's Guggenheim Partners Experience April 2013 - Present
Job Regional Sales Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2013 - Present
hiredMYway.com April 2012 - March 2013
Waddell & Reed April 2008 - March 2012
Skills
Talent Acquisition, Series 7, Series 65, Series 63, Life & Health Insurance..., Mutual Funds, Investments, Closed-end Funds, Unit Investment Trusts
Education
Bizdom 2011 — 2012
Michigan State University 2003 — 2007
Bachelor of Arts (B.A.), Finance, General
Guggenheim Partners April 2013 - Present
hiredMYway.com April 2012 - March 2013
Waddell & Reed April 2008 - March 2012
Skills
Talent Acquisition, Series 7, Series 65, Series 63, Life & Health Insurance..., Mutual Funds, Investments, Closed-end Funds, Unit Investment Trusts
Education
Bizdom 2011 — 2012
Michigan State University 2003 — 2007
Bachelor of Arts (B.A.), Finance, General
Max Feldstein Max Feldstein's Guggenheim Partners Experience July 2015 - Present
Job Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
Thomson Reuters June 2014 - August 2014
BrandFire Creative Agency June 2013 - August 2013
InsideSEG LLC January 2013 - May 2013
Highline Capital June 2012 - August 2012
Highline Capital June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Market Research, PowerPoint, Microsoft Word, Analysis, Financial Modeling, E-commerce
Education
New York University 2011 — 2015
Bachelor's Degree, School of Management
Guggenheim Partners July 2015 - Present
Thomson Reuters June 2014 - August 2014
BrandFire Creative Agency June 2013 - August 2013
InsideSEG LLC January 2013 - May 2013
Highline Capital June 2012 - August 2012
Highline Capital June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Market Research, PowerPoint, Microsoft Word, Analysis, Financial Modeling, E-commerce
Education
New York University 2011 — 2015
Bachelor's Degree, School of Management
Francesco Angelo Pollari Francesco Angelo Pollari's Guggenheim Partners Experience September 2010 - September 2011
Job Owner at KryoLife Staten Island
Industry Health, Wellness and Fitness
Experience
KryoLife Staten Island August 2014 - Present
KryoVentures September 2013 - Present
Bluefin Trading LLC November 2011 - September 2012
Guggenheim Partners September 2010 - September 2011
Jesup & Lamont February 2009 - September 2010
Bear Stearns 1992 - 2008
Skills
Hedge Funds, Equities, Capital Markets, Bloomberg, Investment Banking, Trading, Series 63, Alternative Investments, Fixed Income, Financial Markets, Portfolio Management, Series 24, Seires 55, Series 7, Equity Trading, Securities
Education
Pace University - Lubin School of Business 1988 — 1992
BBA, Finance
KryoLife Staten Island August 2014 - Present
KryoVentures September 2013 - Present
Bluefin Trading LLC November 2011 - September 2012
Guggenheim Partners September 2010 - September 2011
Jesup & Lamont February 2009 - September 2010
Bear Stearns 1992 - 2008
Skills
Hedge Funds, Equities, Capital Markets, Bloomberg, Investment Banking, Trading, Series 63, Alternative Investments, Fixed Income, Financial Markets, Portfolio Management, Series 24, Seires 55, Series 7, Equity Trading, Securities
Education
Pace University - Lubin School of Business 1988 — 1992
BBA, Finance
Pablo Tejada's Guggenheim Partners Experience June 2012 - Present
Job Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2012 - Present
J.P. Morgan 2008 - June 2012
Bear, Stearns & Co. Inc February 1992 - June 2008
Morse Diesel 1990 - 1992
Skills
Project Management, Leadership, Process Improvement, Team Leadership, Vendor Management, Cross-functional Team..., Enterprise Desktop..., Project Portfolio..., Management, Program Management, Business Intelligence, Change Management, Investment Banking, Disaster Recovery, Document Management, Project Delivery, IT Strategy, Enterprise Architecture, Integration, Financial Services, Executive Management, System Deployment, IT Management, Trading Systems, Risk Management, Outsourcing, Team Building, Technical Support, iManage, Service Delivery, IT Service Management
Education
New York University - Polytechnic School of Engineering 1990 — 1993
Management Information Systems
Guggenheim Partners June 2012 - Present
J.P. Morgan 2008 - June 2012
Bear, Stearns & Co. Inc February 1992 - June 2008
Morse Diesel 1990 - 1992
Skills
Project Management, Leadership, Process Improvement, Team Leadership, Vendor Management, Cross-functional Team..., Enterprise Desktop..., Project Portfolio..., Management, Program Management, Business Intelligence, Change Management, Investment Banking, Disaster Recovery, Document Management, Project Delivery, IT Strategy, Enterprise Architecture, Integration, Financial Services, Executive Management, System Deployment, IT Management, Trading Systems, Risk Management, Outsourcing, Team Building, Technical Support, iManage, Service Delivery, IT Service Management
Education
New York University - Polytechnic School of Engineering 1990 — 1993
Management Information Systems
Lara Herrmann Lara Herrmann's Guggenheim Partners Experience May 2014 - Present
Job Corporate Events Assistant at Guggenheim Partners
Industry Hospitality
Experience
Guggenheim Partners May 2014 - Present
The Butter Group June 2013 - August 2013
Penn State University August 2012 - December 2012
Jean-Georges Management May 2012 - August 2012
Blue Moon Restaurant July 2011 - August 2011
Skills
Phone Etiquette, Microsoft Office, Corporate Social Media, Restaurants, Moderate Spanish, Spanish, Social Media, Facebook, Event Planning, Hospitality Management, Social Media Marketing, Event Management, Hospitality
Education
Penn State University 2010 — 2014
Bachelor's degree, Hospitality Administration/Management, Senior
Guggenheim Partners May 2014 - Present
The Butter Group June 2013 - August 2013
Penn State University August 2012 - December 2012
Jean-Georges Management May 2012 - August 2012
Blue Moon Restaurant July 2011 - August 2011
Skills
Phone Etiquette, Microsoft Office, Corporate Social Media, Restaurants, Moderate Spanish, Spanish, Social Media, Facebook, Event Planning, Hospitality Management, Social Media Marketing, Event Management, Hospitality
Education
Penn State University 2010 — 2014
Bachelor's degree, Hospitality Administration/Management, Senior
Patrick McMahon Patrick McMahon's Guggenheim Partners Experience October 2011 - Present
Job Managing Director, Senior Counsel & Chief Compliance Officer, Guggenheim Fund Solutions
Industry Investment Management
Experience
Guggenheim Partners October 2011 - Present
Gottex Fund Management May 2009 - October 2011
Mariner Investment Group, LLC January 2006 - May 2009
Plus Funds Group, Inc April 2005 - January 2006
Kramer Levin Naftalis & Frankel LLP January 2002 - April 2005
Skills
Hedge Funds, Compliance, Investments, Derivatives, Equities, Trading, Finance, Prime Brokerage, Investment Management, Private Equity, Alternative Investments, Financial Structuring, Asset Management, Start-ups, Credit, Management, Securities Regulation, Series 7, Mergers & Acquisitions, AIFMD, UCITS, DF Protocol, Dodd-Frank, QIFs, Separately Managed..., FATCA, Securities, Fund Of Funds
Education
New York University School of Law 1997 — 1999
Master's Degree, Taxation
New York University School of Law 1994 — 1997
J.D., Law
University of Rochester 1992 — 1994
B.A., Philosophy
Guggenheim Partners October 2011 - Present
Gottex Fund Management May 2009 - October 2011
Mariner Investment Group, LLC January 2006 - May 2009
Plus Funds Group, Inc April 2005 - January 2006
Kramer Levin Naftalis & Frankel LLP January 2002 - April 2005
Skills
Hedge Funds, Compliance, Investments, Derivatives, Equities, Trading, Finance, Prime Brokerage, Investment Management, Private Equity, Alternative Investments, Financial Structuring, Asset Management, Start-ups, Credit, Management, Securities Regulation, Series 7, Mergers & Acquisitions, AIFMD, UCITS, DF Protocol, Dodd-Frank, QIFs, Separately Managed..., FATCA, Securities, Fund Of Funds
Education
New York University School of Law 1997 — 1999
Master's Degree, Taxation
New York University School of Law 1994 — 1997
J.D., Law
University of Rochester 1992 — 1994
B.A., Philosophy
Jonathan Ravski Jonathan Ravski's Guggenheim Partners Experience June 2011 - October 2011
Job Senior Analyst at Citi
Industry Financial Services
Experience
Citi July 2012 - Present
Guggenheim Partners June 2011 - October 2011
MOLECULAR BIOMETRICS, INC January 2009 - November 2010
Merrill Lynch Inc. & Co. January 2008 - June 2008
United States Trust Company January 2007 - December 2007
Skills
Microsoft Excel, Corporate Finance, Hedge Funds, Portfolio Management, Analysis, Investments, Mergers & Acquisitions, Auditing, Finance, Derivatives, Securities
Education
Northeastern University 2004 — 2009
BA, Finance and Management
Citi July 2012 - Present
Guggenheim Partners June 2011 - October 2011
MOLECULAR BIOMETRICS, INC January 2009 - November 2010
Merrill Lynch Inc. & Co. January 2008 - June 2008
United States Trust Company January 2007 - December 2007
Skills
Microsoft Excel, Corporate Finance, Hedge Funds, Portfolio Management, Analysis, Investments, Mergers & Acquisitions, Auditing, Finance, Derivatives, Securities
Education
Northeastern University 2004 — 2009
BA, Finance and Management
Christopher Frigo Christopher Frigo's Guggenheim Partners Experience June 2015 - Present
Job Pricing Analyst
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
AAM - Insurance Investment Management June 2013 - June 2015
UBS Wealth Management June 2012 - August 2012
Butler National Golf Club 2004 - 2012
Skills
candlestick charting, Equity Trading, Technical Analysis, Microsoft Office, Options, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Access, Trading, Financial Markets, Investments, Finance, Financial Analysis, Financial Services, Bloomberg, Equities, Trading Strategies, Spanish
Education
Marquette University 2009 — 2013
Bachelor's degree, Finance, General
Lyons Township High School 2005 — 2009
Guggenheim Partners June 2015 - Present
AAM - Insurance Investment Management June 2013 - June 2015
UBS Wealth Management June 2012 - August 2012
Butler National Golf Club 2004 - 2012
Skills
candlestick charting, Equity Trading, Technical Analysis, Microsoft Office, Options, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Access, Trading, Financial Markets, Investments, Finance, Financial Analysis, Financial Services, Bloomberg, Equities, Trading Strategies, Spanish
Education
Marquette University 2009 — 2013
Bachelor's degree, Finance, General
Lyons Township High School 2005 — 2009
Michael Di Paolo Michael Di Paolo's Guggenheim Partners Experience June 2010 - October 2011
Job Assistant District Attorney at New York County District Attorney's Office
Industry Law Practice
Experience
New York County District Attorney's Office September 2015 - Present
New York County District Attorney's Office August 2014 - Present
Office of the Attorney General of the State of New York - Organized Crime Task Force June 2014 - August 2014
Judge Doris Ling-Cohan, New York State Appellate Term January 2014 - May 2014
Richmond County District Attorney's Office June 2013 - August 2013
Ross Stores April 2012 - May 2013
Guggenheim Partners June 2010 - October 2011
Westpac Banking Corporation July 2009 - November 2009
Education
New York Law School 2012 — 2015
Doctor of Law (JD), 3L
Marist College 2006 — 2010
Bachelor of Science, Business: Finance
New York County District Attorney's Office September 2015 - Present
New York County District Attorney's Office August 2014 - Present
Office of the Attorney General of the State of New York - Organized Crime Task Force June 2014 - August 2014
Judge Doris Ling-Cohan, New York State Appellate Term January 2014 - May 2014
Richmond County District Attorney's Office June 2013 - August 2013
Ross Stores April 2012 - May 2013
Guggenheim Partners June 2010 - October 2011
Westpac Banking Corporation July 2009 - November 2009
Education
New York Law School 2012 — 2015
Doctor of Law (JD), 3L
Marist College 2006 — 2010
Bachelor of Science, Business: Finance
Kajal Jalan Kajal Jalan's Guggenheim Partners Experience January 2013 - December 2014
Job Support Specialist at Netsmart Technologies
Industry Computer Software
Experience
Guggenheim Partners January 2013 - December 2014
IDMI Systems September 2008 - May 2010
Home Depot January 2007 - September 2007
Skills
SQL, Microsoft SQL Server, Integration, HTML, Unix, Databases, Visual Studio, XML, Java, Web Services, ASP.NET, Photoshop, Eclipse, ColdFusion, Visio, C++, Project Management, jQuery, AJAX, Microsoft Office, HRIS, Web Development, Active Directory, Blackberry Enterprise..., Altiris Deployment..., Adobe Creative Suite, Citrix, RSA SecurID, Microsoft Exchange, Microsoft Technologies, Technical Support, Incident Management, Help Desk Support, Symantec Endpoint..., Lync, SDLC, Testing, Requirements Analysis, Troubleshooting, Business Analysis, Software Project..., Windows 7, Oracle, Windows XP, Networking, PL/SQL, Hardware, Software Development
Education
Orissa University of Agriculture and Technology 1998 — 2002
Bachelor of Technology (B.Tech.), Electrical Engineering
Guggenheim Partners January 2013 - December 2014
IDMI Systems September 2008 - May 2010
Home Depot January 2007 - September 2007
Skills
SQL, Microsoft SQL Server, Integration, HTML, Unix, Databases, Visual Studio, XML, Java, Web Services, ASP.NET, Photoshop, Eclipse, ColdFusion, Visio, C++, Project Management, jQuery, AJAX, Microsoft Office, HRIS, Web Development, Active Directory, Blackberry Enterprise..., Altiris Deployment..., Adobe Creative Suite, Citrix, RSA SecurID, Microsoft Exchange, Microsoft Technologies, Technical Support, Incident Management, Help Desk Support, Symantec Endpoint..., Lync, SDLC, Testing, Requirements Analysis, Troubleshooting, Business Analysis, Software Project..., Windows 7, Oracle, Windows XP, Networking, PL/SQL, Hardware, Software Development
Education
Orissa University of Agriculture and Technology 1998 — 2002
Bachelor of Technology (B.Tech.), Electrical Engineering
Adam Godlewski's Guggenheim Partners Experience July 2012 - June 2015
Job Regional Sales Associate at Guggenheim Investment Advisors
Industry Financial Services
Experience
Guggenheim Investments July 2015 - Present
Guggenheim Partners July 2012 - June 2015
Citi April 2011 - June 2012
Citi June 2008 - March 2011
Skills
Series 7, Series 66
Education
Ohio University
Bachelor's degree, Finance
St. Ignatius Cleveland Ohio
Guggenheim Investments July 2015 - Present
Guggenheim Partners July 2012 - June 2015
Citi April 2011 - June 2012
Citi June 2008 - March 2011
Skills
Series 7, Series 66
Education
Ohio University
Bachelor's degree, Finance
St. Ignatius Cleveland Ohio
Jason Lind's Guggenheim Partners Experience June 2014 - December 2014
Job EVP / Chief Software Architect at Lind Innovation
Industry Computer Software
Experience
Lind Innovation May 2012 - Present
Hallmark Data Systems March 2015 - August 2015
Guggenheim Partners June 2014 - December 2014
ABN AMRO Clearing Chicago LLC March 2014 - May 2014
Komico LLC May 2013 - June 2013
Thales Trading Solutions November 2012 - May 2013
Mesirow Financial February 2013 - April 2013
AlphaMetrix, LLC December 2011 - May 2012
Lind Innovation April 2008 - May 2012
Neuberger Berman February 2011 - October 2011
Skills
.NET, UML, WPF, C#, ASP.NET, SQL Server, Databases, WCF, Microsoft SQL Server, Agile Methodologies, SOA, XML, Web Services, Visual Studio, LINQ, AJAX, Web Applications, Entity Framework, Integration, Software Design, ASP.NET MVC, Web Development
Education
Marquette University 2000 — 2003
Electrical and Computer Engineering, Political Science
Marquette University High School 1998 — 2001
Lind Innovation May 2012 - Present
Hallmark Data Systems March 2015 - August 2015
Guggenheim Partners June 2014 - December 2014
ABN AMRO Clearing Chicago LLC March 2014 - May 2014
Komico LLC May 2013 - June 2013
Thales Trading Solutions November 2012 - May 2013
Mesirow Financial February 2013 - April 2013
AlphaMetrix, LLC December 2011 - May 2012
Lind Innovation April 2008 - May 2012
Neuberger Berman February 2011 - October 2011
Skills
.NET, UML, WPF, C#, ASP.NET, SQL Server, Databases, WCF, Microsoft SQL Server, Agile Methodologies, SOA, XML, Web Services, Visual Studio, LINQ, AJAX, Web Applications, Entity Framework, Integration, Software Design, ASP.NET MVC, Web Development
Education
Marquette University 2000 — 2003
Electrical and Computer Engineering, Political Science
Marquette University High School 1998 — 2001
Michele Kraus's Guggenheim Partners Experience April 2002 - March 2008
Job Senior SharePoint Consultant at Anexinet
Industry Information Technology and Services
Experience
Anexinet March 2012 - Present
MB Kraus LLC November 2010 - March 2012
Family Office Metrics, LLC. April 2008 - November 2010
Guggenheim Partners April 2002 - March 2008
The Private Family Office April 2002 - 2006
FullTilt March 2002 - April 2002
Tybio 2001 - 2002
Ajunto 2000 - 2001
First Consulting Group May 1995 - June 2000
AstraZeneca Pharmaceuticals LP 1998 - 2000
Skills
SharePoint 2007/2010, Project Managment, Business Analysis, Project Planning, Project Management, Security, Enterprise Architecture, SharePoint, Architectures, Integration, Enterprise Content..., Business Requirements, Architecture, IT Strategy, SDLC, Data Center, Consulting, CRM
Education
Penn State University 1982 — 1986
Bachelor of Science
Anexinet March 2012 - Present
MB Kraus LLC November 2010 - March 2012
Family Office Metrics, LLC. April 2008 - November 2010
Guggenheim Partners April 2002 - March 2008
The Private Family Office April 2002 - 2006
FullTilt March 2002 - April 2002
Tybio 2001 - 2002
Ajunto 2000 - 2001
First Consulting Group May 1995 - June 2000
AstraZeneca Pharmaceuticals LP 1998 - 2000
Skills
SharePoint 2007/2010, Project Managment, Business Analysis, Project Planning, Project Management, Security, Enterprise Architecture, SharePoint, Architectures, Integration, Enterprise Content..., Business Requirements, Architecture, IT Strategy, SDLC, Data Center, Consulting, CRM
Education
Penn State University 1982 — 1986
Bachelor of Science
Mattocks Swenson's Guggenheim Partners Experience August 2014 - Present
Job Investment Banker at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners August 2014 - Present
Barclays July 2013 - July 2014
Barclays June 2012 - August 2012
Gelber Group LLC April 2011 - August 2011
Gelber Group LLC November 2008 - May 2011
Gelber Group LLC June 2005 - November 2008
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
Wake Forest University 2001 — 2005
BA, Economics with Honors
Guggenheim Partners August 2014 - Present
Barclays July 2013 - July 2014
Barclays June 2012 - August 2012
Gelber Group LLC April 2011 - August 2011
Gelber Group LLC November 2008 - May 2011
Gelber Group LLC June 2005 - November 2008
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
Wake Forest University 2001 — 2005
BA, Economics with Honors
Melissa Westbrook's Guggenheim Partners Experience 2006 - Present
Job Managing DirectorHead of Private Funds
Industry Financial Services
Experience
Guggenheim Partners 2006 - Present
Proskauer Rose 2000 - 2005
O'Sullivan Graev & Karabell 1994 - 2000
Skills
Private Equity, Securities, Due Diligence, Mergers & Acquisitions, Capital Markets, Hedge Funds, Securities Regulation, Corporate Governance, Structured Finance, Corporate Law, Alternative Investments, Venture Capital, Equities, Investments, Joint Ventures, Corporate Finance, Asset Management, Estate Planning, Restructuring, Investment Banking
Education
New York University School of Law 1991 — 1994
Juris Doctor, Law
University of Missouri-Columbia 1987 — 1991
BA, Political Science, Anthropology
Guggenheim Partners 2006 - Present
Proskauer Rose 2000 - 2005
O'Sullivan Graev & Karabell 1994 - 2000
Skills
Private Equity, Securities, Due Diligence, Mergers & Acquisitions, Capital Markets, Hedge Funds, Securities Regulation, Corporate Governance, Structured Finance, Corporate Law, Alternative Investments, Venture Capital, Equities, Investments, Joint Ventures, Corporate Finance, Asset Management, Estate Planning, Restructuring, Investment Banking
Education
New York University School of Law 1991 — 1994
Juris Doctor, Law
University of Missouri-Columbia 1987 — 1991
BA, Political Science, Anthropology
Swathi Gandhavadi Griffin's Guggenheim Partners Experience August 2015 - Present
Job Vice President, Counsel at Guggenheim Partners
Industry Law Practice
Experience
Guggenheim Partners August 2015 - Present
Katten Muchin Rosenman LLP January 2015 - July 2015
Kirkland & Ellis LLP December 2010 - October 2012
Mayer Brown May 2009 - August 2009
Briggs and Morgan May 2008 - August 2008
Cargill July 2008 - July 2008
Cannondale Associates 2005 - 2007
Education
Northwestern University School of Law 2007 — 2010
J. D.
Northwestern University 2001 — 2005
B.A., Economics & Psychology
Guggenheim Partners August 2015 - Present
Katten Muchin Rosenman LLP January 2015 - July 2015
Kirkland & Ellis LLP December 2010 - October 2012
Mayer Brown May 2009 - August 2009
Briggs and Morgan May 2008 - August 2008
Cargill July 2008 - July 2008
Cannondale Associates 2005 - 2007
Education
Northwestern University School of Law 2007 — 2010
J. D.
Northwestern University 2001 — 2005
B.A., Economics & Psychology
Melissa Westbrook's Guggenheim Partners Experience January 2005 - Present
Job Senior Transaction Counsel at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2005 - Present
Education
New York University School of Law 1991 — 1994
University of Missouri-Columbia 1987 — 1991
Bachelor of Arts (BA), Political Science; Anthropology
Guggenheim Partners January 2005 - Present
Education
New York University School of Law 1991 — 1994
University of Missouri-Columbia 1987 — 1991
Bachelor of Arts (BA), Political Science; Anthropology
Chris Sokolowski's Guggenheim Partners Experience July 2013 - Present
Job Senior Systems Engineer at Guggenheim Partners
Industry Information Technology and Services
Experience
Guggenheim Partners July 2013 - Present
SSAB April 2013 - July 2013
United Airlines August 2012 - April 2013
The Intersect Group May 2012 - September 2012
Bank of America November 2006 - March 2012
Coghill Capital Management April 2005 - June 2006
Anobi December 2002 - February 2005
Ronin Capital LLC 2005 - 2005
Skills
Disaster Recovery, VMware, Active Directory, Data Center, Virtualization, Citrix, Microsoft SQL Server, Hyper-V, SCOM, Windows Server, DNS, Servers, Server Architecture, Cisco Technologies, Windows, Linux, Operating Systems, Cloud Computing, Storage, VMware ESX, Troubleshooting, IIS, Cluster, System Deployment, System Administration, IT Operations, Group Policy, Infrastructure, SCCM, Microsoft Exchange
Education
Northern Illinois University 1994 — 1998
BS, Computer Science
Guggenheim Partners July 2013 - Present
SSAB April 2013 - July 2013
United Airlines August 2012 - April 2013
The Intersect Group May 2012 - September 2012
Bank of America November 2006 - March 2012
Coghill Capital Management April 2005 - June 2006
Anobi December 2002 - February 2005
Ronin Capital LLC 2005 - 2005
Skills
Disaster Recovery, VMware, Active Directory, Data Center, Virtualization, Citrix, Microsoft SQL Server, Hyper-V, SCOM, Windows Server, DNS, Servers, Server Architecture, Cisco Technologies, Windows, Linux, Operating Systems, Cloud Computing, Storage, VMware ESX, Troubleshooting, IIS, Cluster, System Deployment, System Administration, IT Operations, Group Policy, Infrastructure, SCCM, Microsoft Exchange
Education
Northern Illinois University 1994 — 1998
BS, Computer Science
Edward Hlavach's Guggenheim Partners Experience April 2013 - March 2015
Job Audit,Compliance and Risk Management Executive
Industry Financial Services
Experience
Experis April 2015 - Present
Guggenheim Partners April 2013 - March 2015
Edward a Hlavach, CPA January 1990 - June 2013
Newbold Advisors February 2012 - March 2013
Freddie Mac April 2009 - February 2012
ICMA-RC 2008 - 2008
DOW JONES & COMPANY, INC 2004 - 2008
Jackson Township, NJ January 1999 - December 2006
TD Waterhouse Investor Services October 1999 - September 2004
depository trust company 1989 - 1999
Skills
Leadership, Process Improvement, Risk Management, Accounting, Management Consulting, Banking, Financial Services, Portfolio Management, Executive Management, Internal Audit, Finance, Enterprise Risk..., Mergers & Acquisitions, Business Process..., Due Diligence, Quality Assurance, Auditing, Financial Modeling, Financial Risk, Business Analysis, Financial Analysis, Internal Controls
Education
Montclair State University 1983 — 1987
Experis April 2015 - Present
Guggenheim Partners April 2013 - March 2015
Edward a Hlavach, CPA January 1990 - June 2013
Newbold Advisors February 2012 - March 2013
Freddie Mac April 2009 - February 2012
ICMA-RC 2008 - 2008
DOW JONES & COMPANY, INC 2004 - 2008
Jackson Township, NJ January 1999 - December 2006
TD Waterhouse Investor Services October 1999 - September 2004
depository trust company 1989 - 1999
Skills
Leadership, Process Improvement, Risk Management, Accounting, Management Consulting, Banking, Financial Services, Portfolio Management, Executive Management, Internal Audit, Finance, Enterprise Risk..., Mergers & Acquisitions, Business Process..., Due Diligence, Quality Assurance, Auditing, Financial Modeling, Financial Risk, Business Analysis, Financial Analysis, Internal Controls
Education
Montclair State University 1983 — 1987
Vanaja. Chilakapati's Guggenheim Partners Experience January 2014 - Present
Job Vice President in Operations at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2014 - Present
Guggenheim Partners February 2009 - January 2014
Liberty Hampshire February 2004 - June 2009
Northern Trust Corporation May 2000 - February 2004
Skills
Financial Analysis, Structured Products, Financial Modeling, Corporate Finance, Structured Finance
Education
Loyola University Chicago 2003 — 2006
Master of Business Administration (M.B.A.), Marketing, 3.5
University of Missouri-Columbia 1995 — 1999
Bachelor's Degree, Finance and Banking, 3.5
Guggenheim Partners January 2014 - Present
Guggenheim Partners February 2009 - January 2014
Liberty Hampshire February 2004 - June 2009
Northern Trust Corporation May 2000 - February 2004
Skills
Financial Analysis, Structured Products, Financial Modeling, Corporate Finance, Structured Finance
Education
Loyola University Chicago 2003 — 2006
Master of Business Administration (M.B.A.), Marketing, 3.5
University of Missouri-Columbia 1995 — 1999
Bachelor's Degree, Finance and Banking, 3.5
Kevin Pilz's Guggenheim Partners Experience September 2007 - December 2008
Job Director of Finance, Project Manager, and Business Consultant
Industry Commercial Real Estate
Experience
RBS November 2009 - February 2011
Guggenheim Partners September 2007 - December 2008
Liberty Hampshire Company September 2007 - December 2008
ABN AMRO March 1999 - September 2007
ABN AMRO March 1999 - September 2007
LaSalle Bank January 1997 - March 1999
GE Capital December 1995 - January 1997
Merrill Lynch January 1991 - December 1995
Skills
Portfolio Management, Financial Structuring, Restructuring, Marketing, Structured Finance, Capital Markets, Credit Analysis, Credit, Investment Banking, Financial Modeling, Loans, Corporate Finance, Banking, Asset Management, Asset Backed Commercial..., Asset Backed Finance, Securitization, Project Management, Commercial Real Estate..., Risk Management, Transaction Structuring..., Pricing Negotiations, Synidcations, Financial Planning and..., Financial Audits, Public Finance
Education
MBA DePaul University
MBA, Finance
Miami University
BS, Finance/Statistics
RBS November 2009 - February 2011
Guggenheim Partners September 2007 - December 2008
Liberty Hampshire Company September 2007 - December 2008
ABN AMRO March 1999 - September 2007
ABN AMRO March 1999 - September 2007
LaSalle Bank January 1997 - March 1999
GE Capital December 1995 - January 1997
Merrill Lynch January 1991 - December 1995
Skills
Portfolio Management, Financial Structuring, Restructuring, Marketing, Structured Finance, Capital Markets, Credit Analysis, Credit, Investment Banking, Financial Modeling, Loans, Corporate Finance, Banking, Asset Management, Asset Backed Commercial..., Asset Backed Finance, Securitization, Project Management, Commercial Real Estate..., Risk Management, Transaction Structuring..., Pricing Negotiations, Synidcations, Financial Planning and..., Financial Audits, Public Finance
Education
MBA DePaul University
MBA, Finance
Miami University
BS, Finance/Statistics
Bob McGann's Guggenheim Partners Experience 2006 - 2008
Job CPA
Industry Investment Management
Experience
CIFC Asset Management April 2015 - Present
Capstone Investment Advisors April 2008 - April 2015
Guggenheim Partners 2006 - 2008
Guggenheim Partners 2004 - 2006
Guggenheim Partners 2001 - 2004
Deloitte Australia 1999 - 2001
Beijing Scene December 1995 - September 1996
Skills
Private Equity, Hedge Funds, Accounting, Fixed Income, Financial Modeling, Asset Management, Equities, Alternative Investments, Financial Analysis, Due Diligence
Education
Northern Illinois University
B.S., Accountancy
CIFC Asset Management April 2015 - Present
Capstone Investment Advisors April 2008 - April 2015
Guggenheim Partners 2006 - 2008
Guggenheim Partners 2004 - 2006
Guggenheim Partners 2001 - 2004
Deloitte Australia 1999 - 2001
Beijing Scene December 1995 - September 1996
Skills
Private Equity, Hedge Funds, Accounting, Fixed Income, Financial Modeling, Asset Management, Equities, Alternative Investments, Financial Analysis, Due Diligence
Education
Northern Illinois University
B.S., Accountancy
Craig Ball's Guggenheim Partners Experience March 2009 - November 2014
Job Manager of Financial Planning and Analysis at Orchard First Source
Industry Accounting
Experience
Orchard First Source November 2014 - Present
Guggenheim Partners March 2009 - November 2014
Guggenheim aero Finance Company, LLC October 2008 - March 2009
Guggenheim Partners, LLC November 2003 - September 2008
JPMorgan Chase August 2002 - November 2003
Deloitte August 1999 - August 2002
Skills
Hyperion, Comshare, Great Plains, Finance, GAAP, Great Plains Software, Hyperion Enterprise, Auditing, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Modeling, Internal Controls, Financial Reporting, Financial Analysis, Management, Forecasting, Financial Planning
Education
Northern Illinois University - College of Business 1995 — 1999
BS, Accountancy
Orchard First Source November 2014 - Present
Guggenheim Partners March 2009 - November 2014
Guggenheim aero Finance Company, LLC October 2008 - March 2009
Guggenheim Partners, LLC November 2003 - September 2008
JPMorgan Chase August 2002 - November 2003
Deloitte August 1999 - August 2002
Skills
Hyperion, Comshare, Great Plains, Finance, GAAP, Great Plains Software, Hyperion Enterprise, Auditing, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Modeling, Internal Controls, Financial Reporting, Financial Analysis, Management, Forecasting, Financial Planning
Education
Northern Illinois University - College of Business 1995 — 1999
BS, Accountancy
Matt Settle's Guggenheim Partners Experience March 2014 - Present
Job Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2014 - Present
Guggenheim Partners March 2013 - March 2014
Guggenheim Partners February 2012 - February 2013
Guggenheim Partners October 2010 - February 2012
MJX Asset Management January 2008 - October 2010
Moore Capital Management May 2006 - August 2006
Forex Capital Markets May 2005 - August 2005
Skills
Credit, High Yield Bonds, Structured Products, Leveraged Finance, Financial Modeling, Alternative Investments, CDO, ABS, Bloomberg, Financial Analysis, Technology, Media, Telecommunications, Cable Television, Fiber Optics, Wireless, Bonds, Due Diligence, Hedge Funds
Education
New York University 2004 — 2007
Bachelor of Science, Finance
New York University - Leonard N. Stern School of Business 2004 — 2007
BS, Finance, International Business, Politics
The George Washington University - School of Business 2003 — 2004
Guggenheim Partners March 2014 - Present
Guggenheim Partners March 2013 - March 2014
Guggenheim Partners February 2012 - February 2013
Guggenheim Partners October 2010 - February 2012
MJX Asset Management January 2008 - October 2010
Moore Capital Management May 2006 - August 2006
Forex Capital Markets May 2005 - August 2005
Skills
Credit, High Yield Bonds, Structured Products, Leveraged Finance, Financial Modeling, Alternative Investments, CDO, ABS, Bloomberg, Financial Analysis, Technology, Media, Telecommunications, Cable Television, Fiber Optics, Wireless, Bonds, Due Diligence, Hedge Funds
Education
New York University 2004 — 2007
Bachelor of Science, Finance
New York University - Leonard N. Stern School of Business 2004 — 2007
BS, Finance, International Business, Politics
The George Washington University - School of Business 2003 — 2004
Jackson Hwu's Guggenheim Partners Experience 2008 - 2010
Job Partner at Private Advising Group, PA, a law firm
Industry Law Practice
Experience
Private Advising Group, PA, a law firm 2014 - Present
Dufry 2010 - 2013
Guggenheim Partners 2008 - 2010
Sidley & Austin LLP 2006 - 2008
Barack Ferrazzano 2003 - 2006
Weil Gotshal and Manges 2000 - 2002
Unibanco 1997 - 1999
Levy & Salomão Advogados 1994 - 1995
Skills
Legal Assistance, Corporate Law, Private Equity, Mergers, Capital Markets, Contract Negotiation, Acquisitions, Joint Ventures, Securities Regulation, Mergers & Acquisitions, Licensing, Information Technology, International Law, Intellectual Property, Corporate Governance, Legal Advice
Education
Northwestern University School of Law 2002 — 2004
J.D., Law
Northwestern University - Kellogg School of Management 1999 — 2000
C.B.A., Business
Northwestern University School of Law 1999 — 2000
LL.M., Law
Universidade de São Paulo 1992 — 1996
LL.B., Law
Dante
Private Advising Group, PA, a law firm 2014 - Present
Dufry 2010 - 2013
Guggenheim Partners 2008 - 2010
Sidley & Austin LLP 2006 - 2008
Barack Ferrazzano 2003 - 2006
Weil Gotshal and Manges 2000 - 2002
Unibanco 1997 - 1999
Levy & Salomão Advogados 1994 - 1995
Skills
Legal Assistance, Corporate Law, Private Equity, Mergers, Capital Markets, Contract Negotiation, Acquisitions, Joint Ventures, Securities Regulation, Mergers & Acquisitions, Licensing, Information Technology, International Law, Intellectual Property, Corporate Governance, Legal Advice
Education
Northwestern University School of Law 2002 — 2004
J.D., Law
Northwestern University - Kellogg School of Management 1999 — 2000
C.B.A., Business
Northwestern University School of Law 1999 — 2000
LL.M., Law
Universidade de São Paulo 1992 — 1996
LL.B., Law
Dante
Will Bate's Guggenheim Partners Experience July 2006 - June 2010
Job Project Leader, The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group July 2014 - Present
The Boston Consulting Group July 2012 - June 2014
Guggenheim Partners July 2006 - June 2010
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Strategy, Marketing, and Finance
University of Virginia 2002 — 2006
BA, Economics, American Politics
The Boston Consulting Group July 2014 - Present
The Boston Consulting Group July 2012 - June 2014
Guggenheim Partners July 2006 - June 2010
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Strategy, Marketing, and Finance
University of Virginia 2002 — 2006
BA, Economics, American Politics
Chase Keane's Guggenheim Partners Experience February 2008 - June 2014
Job Accounting Manager at Starwood Retail Partners
Industry Accounting
Experience
Starwood Retail Partners LLC June 2014 - Present
Guggenheim Partners February 2008 - June 2014
PricewaterhouseCoopers September 2006 - February 2008
Skills
Auditing, Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, GAAP, US GAAP, CPA
Education
Miami University 2002 — 2006
Starwood Retail Partners LLC June 2014 - Present
Guggenheim Partners February 2008 - June 2014
PricewaterhouseCoopers September 2006 - February 2008
Skills
Auditing, Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, GAAP, US GAAP, CPA
Education
Miami University 2002 — 2006
Kris Dorr's Guggenheim Partners Experience May 2011 - Present
Job Portfolio ManagerActively Managed Ultra Short Bond Fund ETF
Industry Financial Services
Experience
Guggenheim Partners May 2011 - Present
UBS Global Asset Management April 1983 - May 2011
Mitchell Hutchins 1995 - 2001
Education
Montclair State University 1992 — 1995
Guggenheim Partners May 2011 - Present
UBS Global Asset Management April 1983 - May 2011
Mitchell Hutchins 1995 - 2001
Education
Montclair State University 1992 — 1995
Dave Stafman's Guggenheim Partners Experience March 2010 - September 2013
Job President at EAJ Capital
Industry Financial Services
Experience
EAJ Capital November 2013 - Present
Guggenheim Partners March 2010 - September 2013
JPMorgan June 2008 - March 2010
Bear Sterans 1984 - 2008
BearStearns 1984 - 2008
Education
Northwestern University - Kellogg School of Management
The Ohio State University
EAJ Capital November 2013 - Present
Guggenheim Partners March 2010 - September 2013
JPMorgan June 2008 - March 2010
Bear Sterans 1984 - 2008
BearStearns 1984 - 2008
Education
Northwestern University - Kellogg School of Management
The Ohio State University
Jyoti (Bajaj) Panjwani's Guggenheim Partners Experience August 2012 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2012 - Present
Goldman Sachs February 2010 - August 2012
Goldman Sachs June 2009 - August 2009
Morgan Stanley September 2008 - May 2009
Morgan Stanley May 2008 - September 2008
Juicy Couture September 2007 - December 2007
Skills
Leadership, Enterprise Risk..., SEC filings, QuickBooks, Financial Forecasting, Financial Analysis, Valuation, Hedge Funds, Bloomberg, Financial Modeling
Education
New York University 2010 — 2013
Master of Science, Enterprise Risk Management
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science, Finance, Accounting
Guggenheim Partners August 2012 - Present
Goldman Sachs February 2010 - August 2012
Goldman Sachs June 2009 - August 2009
Morgan Stanley September 2008 - May 2009
Morgan Stanley May 2008 - September 2008
Juicy Couture September 2007 - December 2007
Skills
Leadership, Enterprise Risk..., SEC filings, QuickBooks, Financial Forecasting, Financial Analysis, Valuation, Hedge Funds, Bloomberg, Financial Modeling
Education
New York University 2010 — 2013
Master of Science, Enterprise Risk Management
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science, Finance, Accounting
Cullen Baker's Guggenheim Partners Experience July 2014 - Present
Job
Industry Financial Services
Experience
Guggenheim Partners July 2014 - Present
Education
Northwestern University - Kellogg School of Management 2011 — 2014
MBA, Analytical Finance and Management and Strategy
University of Wisconsin-Madison 2000 — 2004
Bachelor of Arts (B.A.)
Guggenheim Partners July 2014 - Present
Education
Northwestern University - Kellogg School of Management 2011 — 2014
MBA, Analytical Finance and Management and Strategy
University of Wisconsin-Madison 2000 — 2004
Bachelor of Arts (B.A.)
David Korman's Guggenheim Partners Experience 2009 - Present
Job Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 2009 - Present
Ford Motor Credit Company September 1999 - May 2009
BankOne 1997 - 1999
First National Bank of Chicago 1982 - 1997
Education
University of Illinois College of Law 1979 — 1982
J.D., Law
Miami University 1975 — 1979
Guggenheim Partners 2009 - Present
Ford Motor Credit Company September 1999 - May 2009
BankOne 1997 - 1999
First National Bank of Chicago 1982 - 1997
Education
University of Illinois College of Law 1979 — 1982
J.D., Law
Miami University 1975 — 1979
Anastasia Neitzel's Guggenheim Partners Experience April 2011 - March 2012
Job Sales Associate at ALEC | Abbott Laboratories Employee Credit Union
Industry Financial Services
Experience
William Blair & Company September 2012 - May 2015
Guggenheim Partners April 2011 - March 2012
Guggenheim Funds Distributors, Inc May 2004 - April 2011
Claymore Securities 2004 - 2008
Allstate Financial 1999 - 2004
John Nuveen & Co. 1997 - 1999
Stein Roe & Farnham 1995 - 1997
Skills
Needs Analysis, Asset Allocation, ETFs, Management, Instructional Design, Staff Development, Investments, Series 63, Mutual Funds, Series 7, Strategic Planning, Securities, Sales, Performance Management, Training, Investment Strategies, Leadership
Education
Northeastern Illinois University 2004 — 2006
Masters, Adult Education
North Park University 1999 — 2001
Certificate, Finance
Valparaiso University 1991 — 1995
CFP Program
William Blair & Company September 2012 - May 2015
Guggenheim Partners April 2011 - March 2012
Guggenheim Funds Distributors, Inc May 2004 - April 2011
Claymore Securities 2004 - 2008
Allstate Financial 1999 - 2004
John Nuveen & Co. 1997 - 1999
Stein Roe & Farnham 1995 - 1997
Skills
Needs Analysis, Asset Allocation, ETFs, Management, Instructional Design, Staff Development, Investments, Series 63, Mutual Funds, Series 7, Strategic Planning, Securities, Sales, Performance Management, Training, Investment Strategies, Leadership
Education
Northeastern Illinois University 2004 — 2006
Masters, Adult Education
North Park University 1999 — 2001
Certificate, Finance
Valparaiso University 1991 — 1995
CFP Program
Alice Lobo-Rocha's Guggenheim Partners Experience September 2010 - Present
Job at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2010 - Present
Credit Suisse May 2010 - August 2010
Fidelity Investments April 2009 - May 2010
Morgan Stanley & Co. Incorporated October 2007 - March 2008
Morgan Stanley February 1995 - March 2008
Kidder Peabody July 1975 - January 1995
Skills
FINRA, Financial Services, Training
Education
Pace University 1980 — 1980
Computer Analysis
Guggenheim Partners September 2010 - Present
Credit Suisse May 2010 - August 2010
Fidelity Investments April 2009 - May 2010
Morgan Stanley & Co. Incorporated October 2007 - March 2008
Morgan Stanley February 1995 - March 2008
Kidder Peabody July 1975 - January 1995
Skills
FINRA, Financial Services, Training
Education
Pace University 1980 — 1980
Computer Analysis
Peter Panos's Guggenheim Partners Experience December 2012 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Guggenheim Partners December 2012 - Present
Man Investments January 2008 - February 2011
Aurora Investment Management November 2005 - December 2006
Grosvenor Capital Management October 2003 - January 2005
Driehaus Capital Management August 1999 - April 2003
Skills
Hedge Funds, Accounting, Alternative Investments, Bloomberg, Fund Of Funds, Investments, Portfolio Management, Asset Management, Financial Modeling, Mutual Funds, Private Equity
Education
Northern Illinois University 1994 — 1998
Bachelors, Finance
Guggenheim Partners December 2012 - Present
Man Investments January 2008 - February 2011
Aurora Investment Management November 2005 - December 2006
Grosvenor Capital Management October 2003 - January 2005
Driehaus Capital Management August 1999 - April 2003
Skills
Hedge Funds, Accounting, Alternative Investments, Bloomberg, Fund Of Funds, Investments, Portfolio Management, Asset Management, Financial Modeling, Mutual Funds, Private Equity
Education
Northern Illinois University 1994 — 1998
Bachelors, Finance
Steven Stack's Guggenheim Partners Experience June 2013 - Present
Job Regional Sales Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2013 - Present
UBS August 2002 - May 2013
Bank of America 2000 - 2002
Skills
Investments, Finance, Cash Management, Series 7, Equities, Fixed Income, Portfolio Management, Asset Management, Wealth Management, Asset Allocation, Series 63, Bloomberg, Mutual Funds, Financial Modeling, Alternative Investments
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Economics
Michigan State University 1994 — 1999
BA, BS, Physiology, General Business Administration
Guggenheim Partners June 2013 - Present
UBS August 2002 - May 2013
Bank of America 2000 - 2002
Skills
Investments, Finance, Cash Management, Series 7, Equities, Fixed Income, Portfolio Management, Asset Management, Wealth Management, Asset Allocation, Series 63, Bloomberg, Mutual Funds, Financial Modeling, Alternative Investments
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Economics
Michigan State University 1994 — 1999
BA, BS, Physiology, General Business Administration
Jodi Hughes's Guggenheim Partners Experience July 2012 - February 2015
Job Commodity Manager at Uber
Industry Financial Services
Experience
Uber February 2015 - Present
Guggenheim Partners July 2012 - February 2015
Credit Suisse May 2011 - July 2012
Nomura March 2010 - May 2011
Estee Lauder May 2009 - February 2010
Lehman Brothers March 2007 - May 2009
Bank of America January 2004 - March 2007
Skills
Strategic Sourcing, Supply Management, Procurement, Supply Chain Management, Vendor Management, E-procurement, Global Sourcing, Supplier Development, Spend Analysis, Supplier Diversity, Sourcing, Outsourcing, Management, Strategy, Cross-functional Team..., Contract Negotiation, Contract Management
Education
Michigan State University - The Eli Broad College of Business 1999 — 2003
Bachelor, Supply Chain Management
Uber February 2015 - Present
Guggenheim Partners July 2012 - February 2015
Credit Suisse May 2011 - July 2012
Nomura March 2010 - May 2011
Estee Lauder May 2009 - February 2010
Lehman Brothers March 2007 - May 2009
Bank of America January 2004 - March 2007
Skills
Strategic Sourcing, Supply Management, Procurement, Supply Chain Management, Vendor Management, E-procurement, Global Sourcing, Supplier Development, Spend Analysis, Supplier Diversity, Sourcing, Outsourcing, Management, Strategy, Cross-functional Team..., Contract Negotiation, Contract Management
Education
Michigan State University - The Eli Broad College of Business 1999 — 2003
Bachelor, Supply Chain Management
Dmitriy Voloshin's Guggenheim Partners Experience April 2012 - August 2013
Job CFO Mid Institutional and EFG Asset Management at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Asset Management August 2013 - Present
Guggenheim Partners April 2012 - August 2013
MF Global April 2010 - November 2011
Lehman Brothers August 2005 - April 2010
Barclays Capital 2008 - 2009
Ernst & Young March 2003 - August 2005
Skills
Equities, Bloomberg, Series 7, Capital Markets, Product Control, Financial Modeling, Financial Forecasting, Strategic Financial..., Business Planning, Business Strategy, Restructuring, Internal Controls, Cost Reduction Planning, Process Improvement, Forecasting
Education
Pace University - Lubin School of Business 2005 — 2009
M.B.A, Investment Management
Rutgers University-New Brunswick 1999 — 2001
BA, Economics
J.P. Morgan Asset Management August 2013 - Present
Guggenheim Partners April 2012 - August 2013
MF Global April 2010 - November 2011
Lehman Brothers August 2005 - April 2010
Barclays Capital 2008 - 2009
Ernst & Young March 2003 - August 2005
Skills
Equities, Bloomberg, Series 7, Capital Markets, Product Control, Financial Modeling, Financial Forecasting, Strategic Financial..., Business Planning, Business Strategy, Restructuring, Internal Controls, Cost Reduction Planning, Process Improvement, Forecasting
Education
Pace University - Lubin School of Business 2005 — 2009
M.B.A, Investment Management
Rutgers University-New Brunswick 1999 — 2001
BA, Economics
Dottie Mattison's Guggenheim Partners Experience September 2010 - June 2015
Job Owner Operator / Chief Executive Officer of Gracious Home New York
Industry Retail
Experience
Guggenheim Partners September 2010 - June 2015
Walmart August 2007 - July 2010
Walmart eCommerce March 2006 - August 2007
Education
Loyola University New Orleans 1987 — 1991
Guggenheim Partners September 2010 - June 2015
Walmart August 2007 - July 2010
Walmart eCommerce March 2006 - August 2007
Education
Loyola University New Orleans 1987 — 1991
Patrick McNulty's Guggenheim Partners Experience August 2011 - Present
Job Managing Director at Guggenheim Partners
Industry Commercial Real Estate
Experience
Guggenheim Partners August 2011 - Present
Arbor Commercial Mortgage November 2009 - August 2011
CWCapital May 2006 - December 2008
Nomura Credit & Capital September 2002 - May 2006
Column Financial September 1998 - September 2002
Skills
Loans, Financial Structuring, Due Diligence, Commercial Real Estate
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA, Finance/Real Estate/Marketing
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
Bachelors, Accounting
Guggenheim Partners August 2011 - Present
Arbor Commercial Mortgage November 2009 - August 2011
CWCapital May 2006 - December 2008
Nomura Credit & Capital September 2002 - May 2006
Column Financial September 1998 - September 2002
Skills
Loans, Financial Structuring, Due Diligence, Commercial Real Estate
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA, Finance/Real Estate/Marketing
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
Bachelors, Accounting
Christina Anello's Guggenheim Partners Experience July 2015 - Present
Job Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
Bank of America May 2000 - June 2015
Skills
Equity Research, Series 7, Series 66, Series 55
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Guggenheim Partners July 2015 - Present
Bank of America May 2000 - June 2015
Skills
Equity Research, Series 7, Series 66, Series 55
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Helen Viggiano's Guggenheim Partners Experience April 2004 - January 2009
Job Bookkeeper
Industry Financial Services
Experience
Guggenheim Partners April 2004 - January 2009
Education
Villanova University 2004 — 2005
Accounting
Montgomery County Community College 1978 — 1980
AAS, Business Administration
High School 1974 — 1978
Diploma
Guggenheim Partners April 2004 - January 2009
Education
Villanova University 2004 — 2005
Accounting
Montgomery County Community College 1978 — 1980
AAS, Business Administration
High School 1974 — 1978
Diploma
Shelia Kendall's Guggenheim Partners Experience August 2013 - January 2014
Job Project Manager at Montefiore Medical Center
Industry Information Technology and Services
Experience
Montefiore Medical Center January 2014 - September 2015
Guggenheim Partners August 2013 - January 2014
Scholastic, Publishing August 2011 - April 2013
High Wire Networks April 2009 - August 2011
Verizon Business April 2003 - November 2008
KGM 2003 - 2003
Syntegra 2001 - 2001
Nortel Networks 1988 - 1996
Northern Telecom 1988 - 1996
Skills
VoIP, Vendor Management, Data Center, Meridian Mail, Wireless, Unified Communications, Telecommunications, Cisco Technologies, Telephony, Disaster Recovery, Avaya, Call Centers, IVR, LAN-WAN, Networking, WAN, Managed Services, T1, Switches, Troubleshooting, IP, MPLS, Ethernet
Education
Nyack College 2011 — 2013
Bachelor of Business Administration (B.B.A.), Organizational Leadership
Jefferson State Community College 1978 — 1981
AAS, Data Processing
Montefiore Medical Center January 2014 - September 2015
Guggenheim Partners August 2013 - January 2014
Scholastic, Publishing August 2011 - April 2013
High Wire Networks April 2009 - August 2011
Verizon Business April 2003 - November 2008
KGM 2003 - 2003
Syntegra 2001 - 2001
Nortel Networks 1988 - 1996
Northern Telecom 1988 - 1996
Skills
VoIP, Vendor Management, Data Center, Meridian Mail, Wireless, Unified Communications, Telecommunications, Cisco Technologies, Telephony, Disaster Recovery, Avaya, Call Centers, IVR, LAN-WAN, Networking, WAN, Managed Services, T1, Switches, Troubleshooting, IP, MPLS, Ethernet
Education
Nyack College 2011 — 2013
Bachelor of Business Administration (B.B.A.), Organizational Leadership
Jefferson State Community College 1978 — 1981
AAS, Data Processing
Kara (Hansen) Palusak's Guggenheim Partners Experience September 2004 - February 2015
Job Director at Blackrock
Industry Financial Services
Experience
BlackRock June 2015 - Present
Guggenheim Partners September 2004 - February 2015
DPM Mellon August 2002 - August 2004
Skills
Alternative Investments, Asset Management, Bloomberg, Equities, Fixed Income, Fund Accounting, Fund Of Funds, Hedge Funds, Investor Relations, Legal Documents, Regulatory Reporting, Operations Management, Relationship Management, Separately Managed..., UCITS, Portfolio Management, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
MBA, Finance
Loyola University Maryland 1998 — 2002
BBA, Finance
BlackRock June 2015 - Present
Guggenheim Partners September 2004 - February 2015
DPM Mellon August 2002 - August 2004
Skills
Alternative Investments, Asset Management, Bloomberg, Equities, Fixed Income, Fund Accounting, Fund Of Funds, Hedge Funds, Investor Relations, Legal Documents, Regulatory Reporting, Operations Management, Relationship Management, Separately Managed..., UCITS, Portfolio Management, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
MBA, Finance
Loyola University Maryland 1998 — 2002
BBA, Finance
Steven Parrinello's Guggenheim Partners Experience June 2014 - Present
Job Director at Guggenheim Partners
Industry Real Estate
Experience
Guggenheim Partners June 2014 - Present
Hudson Realty Capital May 2011 - June 2014
CapitalSource July 2005 - May 2011
UBS 2003 - 2005
KPMG 2001 - 2003
Education
New York University 2004 — 2007
Masters of Science in Real Estate, Real Estate Development
Guggenheim Partners June 2014 - Present
Hudson Realty Capital May 2011 - June 2014
CapitalSource July 2005 - May 2011
UBS 2003 - 2005
KPMG 2001 - 2003
Education
New York University 2004 — 2007
Masters of Science in Real Estate, Real Estate Development
Alan Chambers's Guggenheim Partners Experience April 2009 - Present
Job at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners April 2009 - Present
Ernst & Young September 2007 - March 2009
Skills
Accounting, SEC filings, GAAP, US GAAP, Tax, Internal Controls, Sarbanes-Oxley Act, Corporate Tax, CPA, Income Tax, Finance
Education
Michigan State University 2002 — 2007
MSA, Accounting
Michigan State University 2002 — 2007
Master's degree, Accounting
Guggenheim Partners April 2009 - Present
Ernst & Young September 2007 - March 2009
Skills
Accounting, SEC filings, GAAP, US GAAP, Tax, Internal Controls, Sarbanes-Oxley Act, Corporate Tax, CPA, Income Tax, Finance
Education
Michigan State University 2002 — 2007
MSA, Accounting
Michigan State University 2002 — 2007
Master's degree, Accounting
Jodi Brown, PHR's Guggenheim Partners Experience October 2005 - May 2007
Job EJC Ventures, LP
Industry Oil & Energy
Experience
EJC Ventures, LP May 2013 - Present
Pentair Thermal Management September 2012 - March 2013
Xtreme Drilling and Coil Services November 2010 - January 2012
Saratoga Resources, Inc. September 2008 - October 2010
Guggenheim Partners October 2005 - May 2007
Simmons & Company International May 1995 - October 2005
EIG Ventures 1993 - 1995
EIG Ventures 1993 - 1995
Allwaste, Inc. 1990 - 1992
Allwaste, Inc. 1990 - 1992
Skills
Employee Relations, Recruiting, Outlook, Performance Management, Human Resources, Microsoft Office, Office Management, Onboarding, Training
Education
Our Lady of the Lake University 2000 — 2007
BA, Human Resource Development
EJC Ventures, LP May 2013 - Present
Pentair Thermal Management September 2012 - March 2013
Xtreme Drilling and Coil Services November 2010 - January 2012
Saratoga Resources, Inc. September 2008 - October 2010
Guggenheim Partners October 2005 - May 2007
Simmons & Company International May 1995 - October 2005
EIG Ventures 1993 - 1995
EIG Ventures 1993 - 1995
Allwaste, Inc. 1990 - 1992
Allwaste, Inc. 1990 - 1992
Skills
Employee Relations, Recruiting, Outlook, Performance Management, Human Resources, Microsoft Office, Office Management, Onboarding, Training
Education
Our Lady of the Lake University 2000 — 2007
BA, Human Resource Development
Spencer Del Prete's Guggenheim Partners Experience October 2013 - Present
Job Vice President, Guggenheim Commercial Real Estate Finance
Industry Real Estate
Experience
Guggenheim Partners October 2013 - Present
CapitalSource July 2007 - October 2013
UBS Investment Bank June 2005 - July 2007
Ernst & Young October 2002 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Real Estate, Capital Markets, Credit, Commercial Real Estate
Education
New York University 2006 — 2008
Graduate Certificate, Real Estate
Villanova University 1998 — 2002
BS, Accountancy
Guggenheim Partners October 2013 - Present
CapitalSource July 2007 - October 2013
UBS Investment Bank June 2005 - July 2007
Ernst & Young October 2002 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Real Estate, Capital Markets, Credit, Commercial Real Estate
Education
New York University 2006 — 2008
Graduate Certificate, Real Estate
Villanova University 1998 — 2002
BS, Accountancy
John Ognar, CFA's Guggenheim Partners Experience December 2011 - February 2013
Job Senior Relationship Manager at Wells Fargo Asset Management
Industry Financial Services
Experience
Wells Fargo Asset Management February 2013 - Present
Guggenheim Partners December 2011 - February 2013
MF Global November 2010 - November 2011
Concept Capital July 2009 - October 2010
Jesup & Lamont February 2009 - June 2009
Citigroup September 1999 - June 2009
Skills
Equities, Capital Markets, Portfolio Management
Education
Michigan State University
Wells Fargo Asset Management February 2013 - Present
Guggenheim Partners December 2011 - February 2013
MF Global November 2010 - November 2011
Concept Capital July 2009 - October 2010
Jesup & Lamont February 2009 - June 2009
Citigroup September 1999 - June 2009
Skills
Equities, Capital Markets, Portfolio Management
Education
Michigan State University
Jim Small's Guggenheim Partners Experience June 2012 - November 2013
Job Director at Zurich North America
Industry Accounting
Experience
Zurich North America November 2013 - Present
Guggenheim Partners June 2012 - November 2013
Zurich Insurance October 2009 - June 2012
KPMG 1999 - 2009
Skills
IFRS, Statutory Accounting, US GAAP, Internal Controls, SEC filings, Reinsurance, Accounting, Valuation, Internal Audit, Auditing, Insurance, Risk Assessment, GAAP, Financial Analysis, Financial Risk, External Audit, Assurance, Finance, Operational Risk..., Financial Services, Sarbanes-Oxley, Enterprise Risk..., Investments, COSO, CPA
Education
Northern Illinois University 1997 — 1999
Bachelors, Accountancy
Zurich North America November 2013 - Present
Guggenheim Partners June 2012 - November 2013
Zurich Insurance October 2009 - June 2012
KPMG 1999 - 2009
Skills
IFRS, Statutory Accounting, US GAAP, Internal Controls, SEC filings, Reinsurance, Accounting, Valuation, Internal Audit, Auditing, Insurance, Risk Assessment, GAAP, Financial Analysis, Financial Risk, External Audit, Assurance, Finance, Operational Risk..., Financial Services, Sarbanes-Oxley, Enterprise Risk..., Investments, COSO, CPA
Education
Northern Illinois University 1997 — 1999
Bachelors, Accountancy
Nicholas Stancu's Guggenheim Partners Experience 2010 - 2013
Job Associate at Behrman Capital
Industry Financial Services
Experience
Behrman Capital 2013 - Present
Guggenheim Partners 2010 - 2013
C.W. Downer & Co. 2009 - 2010
Fortis Investments 2008 - 2008
Education
Northwestern University 2005 — 2009
BA, Mathematics, Economics, Financial Economics
Behrman Capital 2013 - Present
Guggenheim Partners 2010 - 2013
C.W. Downer & Co. 2009 - 2010
Fortis Investments 2008 - 2008
Education
Northwestern University 2005 — 2009
BA, Mathematics, Economics, Financial Economics
Noah Raether's Guggenheim Partners Experience December 2010 - Present
Job Senior Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners December 2010 - Present
CUNA Mutual Group June 2008 - December 2010
Allstate Insurance Co May 2007 - August 2007
Skills
Insurance
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Management & Strategy, Managerial Analytics
University of Wisconsin-Madison - School of Business 2004 — 2008
B.B.A., Finance, Risk Management and Insurance
Guggenheim Partners December 2010 - Present
CUNA Mutual Group June 2008 - December 2010
Allstate Insurance Co May 2007 - August 2007
Skills
Insurance
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Management & Strategy, Managerial Analytics
University of Wisconsin-Madison - School of Business 2004 — 2008
B.B.A., Finance, Risk Management and Insurance
Roman Y. Vengerovskiy's Guggenheim Partners Experience June 2011 - February 2012
Job @Maritime Rowing Club
Industry Sports
Experience
BlackRock August 2012 - January 2013
Guggenheim Partners June 2011 - February 2012
Credit Suisse June 2010 - June 2011
Curtis, Mallet-Prevost, Colt & Mosle LLP September 2005 - October 2009
Dorsey & Whitney LLP May 2001 - August 2002
Skills
Securities Regulation, Legal Research, Private Equity, Securities, Capital Markets, Litigation, Due Diligence, Legal Writing, Intellectual Property, Litigation Support, Hedge Funds, Commercial Litigation, Mergers, Real Estate, Corporate Finance, Compliance, BlackRock Aladdin, Finacial
Education
New York University 2004 — 2005
Paralegal Certification
Northeastern University 1999 — 2004
BA
Norwalk High School 1994 — 1998
High School Diploma
BlackRock August 2012 - January 2013
Guggenheim Partners June 2011 - February 2012
Credit Suisse June 2010 - June 2011
Curtis, Mallet-Prevost, Colt & Mosle LLP September 2005 - October 2009
Dorsey & Whitney LLP May 2001 - August 2002
Skills
Securities Regulation, Legal Research, Private Equity, Securities, Capital Markets, Litigation, Due Diligence, Legal Writing, Intellectual Property, Litigation Support, Hedge Funds, Commercial Litigation, Mergers, Real Estate, Corporate Finance, Compliance, BlackRock Aladdin, Finacial
Education
New York University 2004 — 2005
Paralegal Certification
Northeastern University 1999 — 2004
BA
Norwalk High School 1994 — 1998
High School Diploma
Rebecca Reich's Guggenheim Partners Experience February 2014 - Present
Job Marketing Operations at Guggenheim Partners
Industry Museums and Institutions
Experience
Guggenheim Partners February 2014 - Present
Guggenheim Investments November 2013 - February 2014
500 BC, Inc. August 2012 - February 2014
Guggenheim Museum January 2012 - April 2012
Radiology Reporting Online February 2010 - December 2011
Fairfax Museum February 2010 - May 2010
Skills
Adobe Creative Suite, Microsoft Office, HTML, InDesign, Photoshop, CRM, Illustrator, Cpr Certified, Blogging, Customer Service, Nonprofits, Research, Outstanding Customer..., First Aid, Raiser's Edge, The Museum System, Emergency Preparedness..., Art for those with..., HootSuite, Rebel Mouse, Tint, Secure FTP, Copy Editing
Education
UCL 2010 — 2011
Master of Arts (M.A.), History
Marymount University 2008 — 2010
Bachelor of Arts (B.A.), History
University of Limerick 2009 — 2009
Irish History
Guggenheim Partners February 2014 - Present
Guggenheim Investments November 2013 - February 2014
500 BC, Inc. August 2012 - February 2014
Guggenheim Museum January 2012 - April 2012
Radiology Reporting Online February 2010 - December 2011
Fairfax Museum February 2010 - May 2010
Skills
Adobe Creative Suite, Microsoft Office, HTML, InDesign, Photoshop, CRM, Illustrator, Cpr Certified, Blogging, Customer Service, Nonprofits, Research, Outstanding Customer..., First Aid, Raiser's Edge, The Museum System, Emergency Preparedness..., Art for those with..., HootSuite, Rebel Mouse, Tint, Secure FTP, Copy Editing
Education
UCL 2010 — 2011
Master of Arts (M.A.), History
Marymount University 2008 — 2010
Bachelor of Arts (B.A.), History
University of Limerick 2009 — 2009
Irish History
Peter Cavalieri's Guggenheim Partners Experience July 2010 - February 2012
Job Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon May 2012 - Present
N/A July 2011 - February 2012
Guggenheim Partners July 2010 - February 2012
Dresdner Kleinwort June 1996 - March 2010
Barclays Capital 1987 - 1996
Skills
Options, Equities, Back Office, Swaps, FX Options, Securities, Capital Markets, Risk Management, Investment Banking, Financial Risk, Trading Systems, Bloomberg, Bonds, Emerging Markets, Equity Derivatives
Education
Pace University
BNY Mellon May 2012 - Present
N/A July 2011 - February 2012
Guggenheim Partners July 2010 - February 2012
Dresdner Kleinwort June 1996 - March 2010
Barclays Capital 1987 - 1996
Skills
Options, Equities, Back Office, Swaps, FX Options, Securities, Capital Markets, Risk Management, Investment Banking, Financial Risk, Trading Systems, Bloomberg, Bonds, Emerging Markets, Equity Derivatives
Education
Pace University
David Banker's Guggenheim Partners Experience June 2013 - December 2014
Job Treasury Analyst at Golub Capital
Industry Banking
Experience
Golub Capital January 2015 - Present
Guggenheim Partners June 2013 - December 2014
Northern Trust May 2011 - May 2013
Central States Funds June 2010 - April 2011
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Cash Flow, Microsoft Excel, Account Reconciliation, Finance, Analysis, Access, Corporate Finance, Investments, Financial Accounting, Microsoft Office, Treasury
Education
Northern Illinois University 2007 — 2010
B.S, Finance
Golub Capital January 2015 - Present
Guggenheim Partners June 2013 - December 2014
Northern Trust May 2011 - May 2013
Central States Funds June 2010 - April 2011
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Cash Flow, Microsoft Excel, Account Reconciliation, Finance, Analysis, Access, Corporate Finance, Investments, Financial Accounting, Microsoft Office, Treasury
Education
Northern Illinois University 2007 — 2010
B.S, Finance
Peter Odell's Guggenheim Partners Experience August 2015 - Present
Job MBA Candidate at NYU Stern School of Business
Industry Investment Banking
Experience
Guggenheim Partners August 2015 - Present
Federal Reserve Bank of New York June 2012 - August 2013
Federal Reserve Bank of New York December 2010 - June 2012
Federal Reserve Bank of New York June 2009 - August 2009
Skills
Economics, Financial Analysis, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Corporate Finance
Middlebury College 2006 — 2010
Bachelor of Arts (BA), Economics
Scarsdale High School
Guggenheim Partners August 2015 - Present
Federal Reserve Bank of New York June 2012 - August 2013
Federal Reserve Bank of New York December 2010 - June 2012
Federal Reserve Bank of New York June 2009 - August 2009
Skills
Economics, Financial Analysis, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Corporate Finance
Middlebury College 2006 — 2010
Bachelor of Arts (BA), Economics
Scarsdale High School
Bo Chang's Guggenheim Partners Experience June 2011 - July 2012
Job Musician
Industry Performing Arts
Experience
Independent Music Professional May 1997 - Present
Federal Reserve Bank of New York September 2012 - May 2013
Guggenheim Partners June 2011 - July 2012
AllianceBernstein August 2004 - October 2010
Education
The Juilliard School 1997 — 2000
MM, Voice
Manhattan School of Music 1994 — 1997
BM, Voice Performance
Independent Music Professional May 1997 - Present
Federal Reserve Bank of New York September 2012 - May 2013
Guggenheim Partners June 2011 - July 2012
AllianceBernstein August 2004 - October 2010
Education
The Juilliard School 1997 — 2000
MM, Voice
Manhattan School of Music 1994 — 1997
BM, Voice Performance
Zach McMahon's Guggenheim Partners Experience September 2013 - Present
Job Investment Guideline Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2013 - Present
Pioneer Investments June 2013 - September 2013
Brown Brothers Harriman May 2012 - June 2013
The Boston Company Asset Management November 2011 - April 2012
JPMorgan Chase December 2009 - March 2011
William Blair and Company June 2008 - September 2008
Skills
Trade Compliance, Compliance Software, Client Contact, Microsoft Office 2007
Education
Northwestern University 2005 — 2009
BA, Economics
Guggenheim Partners September 2013 - Present
Pioneer Investments June 2013 - September 2013
Brown Brothers Harriman May 2012 - June 2013
The Boston Company Asset Management November 2011 - April 2012
JPMorgan Chase December 2009 - March 2011
William Blair and Company June 2008 - September 2008
Skills
Trade Compliance, Compliance Software, Client Contact, Microsoft Office 2007
Education
Northwestern University 2005 — 2009
BA, Economics
G. Jason Paetow, CPA's Guggenheim Partners Experience April 2013 - April 2015
Job Senior Financial Analyst at Ingredion
Industry Accounting
Experience
Ingredion Incorporated April 2015 - Present
Guggenheim Partners April 2013 - April 2015
Grant Thornton LLP November 2011 - April 2013
First Midwest Bank June 2009 - November 2011
Strategic Capital Bank June 2008 - May 2009
The PrivateBank June 2006 - June 2008
Skills
Loans, Banking, Credit Risk, Private Banking, Portfolio Management, Commercial Banking, Commercial Lending, Financial Analysis, Finance, Financial Services, Internal Controls, Credit, Risk Management, Investments, Underwriting, Auditing, Commercial Real Estate, Accounting, Financial Modeling
Education
Northern Illinois University 2002 — 2006
B.S., Finance
Ingredion Incorporated April 2015 - Present
Guggenheim Partners April 2013 - April 2015
Grant Thornton LLP November 2011 - April 2013
First Midwest Bank June 2009 - November 2011
Strategic Capital Bank June 2008 - May 2009
The PrivateBank June 2006 - June 2008
Skills
Loans, Banking, Credit Risk, Private Banking, Portfolio Management, Commercial Banking, Commercial Lending, Financial Analysis, Finance, Financial Services, Internal Controls, Credit, Risk Management, Investments, Underwriting, Auditing, Commercial Real Estate, Accounting, Financial Modeling
Education
Northern Illinois University 2002 — 2006
B.S., Finance
John Rocket Spinello's Guggenheim Partners Experience December 2011 - January 2015
Job Sr Vice President Rates Strategy/Sales at Odeon Capital Group
Industry Financial Services
Experience
Odeon Capital Group May 2015 - Present
Guggenheim Partners December 2011 - January 2015
Home Office 1975 - 2015
Jefferies & Company March 2005 - April 2011
Merrill Lynch & Co November 1979 - August 2004
Skills
Equities, Derivatives, Capital Markets, Fixed Income, Trading, Bloomberg, Financial Markets, Hedge Funds, Trading Systems, Options, Proprietary Trading, Securities, Bonds, Structured Products, Electronic Trading
Education
Polytechnic University 1963 — 1966
B.S. Math
Polytecnic Insttute Of Brooklyn-NYU
Odeon Capital Group May 2015 - Present
Guggenheim Partners December 2011 - January 2015
Home Office 1975 - 2015
Jefferies & Company March 2005 - April 2011
Merrill Lynch & Co November 1979 - August 2004
Skills
Equities, Derivatives, Capital Markets, Fixed Income, Trading, Bloomberg, Financial Markets, Hedge Funds, Trading Systems, Options, Proprietary Trading, Securities, Bonds, Structured Products, Electronic Trading
Education
Polytechnic University 1963 — 1966
B.S. Math
Polytecnic Insttute Of Brooklyn-NYU
Carolyn Buselmeier's Guggenheim Partners Experience 2003 - 2014
Job Financial Analyst at EquiTrust Life Insurance Company
Industry Investment Management
Experience
EquiTrust Life Insurance Company April 2014 - Present
Asset Consulting Group December 2003 - April 2014
Guggenheim Partners 2003 - 2014
GMAC Insurance March 1989 - March 2003
Skills
Finance, Investments, Financial Analysis, Financial Reporting
Education
Walsh College of Accountancy and Business Administration 1997 — 2000
Master of Science (MS), Finance
Madonna University
Bachelor of Science (BS), Accounting
EquiTrust Life Insurance Company April 2014 - Present
Asset Consulting Group December 2003 - April 2014
Guggenheim Partners 2003 - 2014
GMAC Insurance March 1989 - March 2003
Skills
Finance, Investments, Financial Analysis, Financial Reporting
Education
Walsh College of Accountancy and Business Administration 1997 — 2000
Master of Science (MS), Finance
Madonna University
Bachelor of Science (BS), Accounting
Jie Du's Guggenheim Partners Experience August 2012 - Present
Job Quant, Senior Associate at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners August 2012 - Present
Amonix, Inc. May 2011 - August 2011
Union Bank January 2011 - May 2011
Skills
Monte Carlo Simulation, Quantitative Finance, Stochastic Calculus, Probability, Mathematics, Statistics, Matlab, C++, R, Data Analysis, VBA, Statistical Modeling, Time Series Analysis, Quantitative Analytics
Education
University of Southern California 2007 — 2012
Ph.D., Applied Mathematics
ARPM
University of Southern California 2009 — 2010
Master of Science, Statistics
Peking University 2003 — 2007
Bachelor of Science, Mathematics
Peking University 2003 — 2007
BA, Economics
Guggenheim Partners August 2012 - Present
Amonix, Inc. May 2011 - August 2011
Union Bank January 2011 - May 2011
Skills
Monte Carlo Simulation, Quantitative Finance, Stochastic Calculus, Probability, Mathematics, Statistics, Matlab, C++, R, Data Analysis, VBA, Statistical Modeling, Time Series Analysis, Quantitative Analytics
Education
University of Southern California 2007 — 2012
Ph.D., Applied Mathematics
ARPM
University of Southern California 2009 — 2010
Master of Science, Statistics
Peking University 2003 — 2007
Bachelor of Science, Mathematics
Peking University 2003 — 2007
BA, Economics
Abraham Kuzniecky's Guggenheim Partners Experience May 2007 - August 2009
Job Corporate Credit Analyst at HillMark Capital
Industry Financial Services
Experience
Hillmark Capital Management August 2014 - Present
Eos Partners June 2011 - August 2014
Argentina International September 2009 - June 2011
Guggenheim Partners May 2007 - August 2009
Bloomberg May 2006 - July 2006
Skills
Hedge Funds, Finance, Valuation, Financial Modeling, Fixed Income, Capital Markets, Credit, Corporate Credit, Credit Analysis
Education
McGill University 2003 — 2007
BA, Economics, Religious Thought
Hillmark Capital Management August 2014 - Present
Eos Partners June 2011 - August 2014
Argentina International September 2009 - June 2011
Guggenheim Partners May 2007 - August 2009
Bloomberg May 2006 - July 2006
Skills
Hedge Funds, Finance, Valuation, Financial Modeling, Fixed Income, Capital Markets, Credit, Corporate Credit, Credit Analysis
Education
McGill University 2003 — 2007
BA, Economics, Religious Thought
Dagmar Auguste's Guggenheim Partners Experience April 2013 - Present
Job Compliance Advisor Analyst Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners April 2013 - Present
Barclays August 2010 - April 2013
Deutsche Bank August 2004 - August 2010
Education
New York University
Bachelor's Degree
Guggenheim Partners April 2013 - Present
Barclays August 2010 - April 2013
Deutsche Bank August 2004 - August 2010
Education
New York University
Bachelor's Degree
Elena Garofalo's Guggenheim Partners Experience 2009 - 2010
Job Development Manager at Women's Refugee Commission
Industry International Affairs
Experience
Women's Refugee Commission March 2015 - Present
National Committee on American Foreign Policy October 2011 - March 2015
National Committee on American Foreign Policy July 2010 - October 2011
Guggenheim Partners 2009 - 2010
Council on Foreign Relations 2009 - 2009
BCCYMCA June 2008 - August 2008
Veneto Innovazione Spa June 2007 - August 2007
Vera Institute of Justice June 2005 - August 2005
Skills
Research, Fundraising, Non-profits, International Relations, Public Policy, Nonprofits, Social Media, Event Planning, Government, Leadership, Community Outreach, Foreign Policy, Analysis, International..., Spanish
Education
New York University 2012 — 2015
MPA, Robert F. Wagner Graduate School of Public Service, Public and Nonprofit Management and Policy
Mount Holyoke College 2004 — 2008
B.A., International Relations and Italian
East Lyme High School
Women's Refugee Commission March 2015 - Present
National Committee on American Foreign Policy October 2011 - March 2015
National Committee on American Foreign Policy July 2010 - October 2011
Guggenheim Partners 2009 - 2010
Council on Foreign Relations 2009 - 2009
BCCYMCA June 2008 - August 2008
Veneto Innovazione Spa June 2007 - August 2007
Vera Institute of Justice June 2005 - August 2005
Skills
Research, Fundraising, Non-profits, International Relations, Public Policy, Nonprofits, Social Media, Event Planning, Government, Leadership, Community Outreach, Foreign Policy, Analysis, International..., Spanish
Education
New York University 2012 — 2015
MPA, Robert F. Wagner Graduate School of Public Service, Public and Nonprofit Management and Policy
Mount Holyoke College 2004 — 2008
B.A., International Relations and Italian
East Lyme High School
Max Michelson's Guggenheim Partners Experience August 2015 - Present
Job Regional Sales Associate at Guggenheim Partners
Industry Capital Markets
Experience
Guggenheim Partners August 2015 - Present
Citi June 2013 - July 2015
Marquette University January 2012 - May 2013
Cimarron Alternative Investment Funds May 2012 - August 2012
Royal Bank of Scotland June 2010 - August 2011
Skills
Bloomberg Terminal, Investments, Equity Research, Fixed Income, Hedge Funds, Marketing, sales, trading, Salesforce.com, Bloomberg, DCF, Series 7, Social Networking, Microsoft Word, Series 63, Microsoft Excel, Sales, Finance, Valuation, Investment Management, Portfolio Management, Mutual Funds
Education
Marquette University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurship, Junior
Barrington high school 2005 — 2009
Guggenheim Partners August 2015 - Present
Citi June 2013 - July 2015
Marquette University January 2012 - May 2013
Cimarron Alternative Investment Funds May 2012 - August 2012
Royal Bank of Scotland June 2010 - August 2011
Skills
Bloomberg Terminal, Investments, Equity Research, Fixed Income, Hedge Funds, Marketing, sales, trading, Salesforce.com, Bloomberg, DCF, Series 7, Social Networking, Microsoft Word, Series 63, Microsoft Excel, Sales, Finance, Valuation, Investment Management, Portfolio Management, Mutual Funds
Education
Marquette University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurship, Junior
Barrington high school 2005 — 2009
Taylor Reiners's Guggenheim Partners Experience July 2015 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
Intrepid Capital Management November 2014 - July 2015
The Riverside Company February 2014 - May 2014
Intrepid Capital Management June 2013 - August 2013
Skills
Network Security, Information Technology, Due Diligence, Financial Modeling, Valuation, Private Equity, Financial Analysis, Bloomberg, Hedge Funds, Financial Markets, Equity Research, Consumer and Retail, Sporting Goods Industry
Education
Oberlin College 2010 — 2014
Guggenheim Partners July 2015 - Present
Intrepid Capital Management November 2014 - July 2015
The Riverside Company February 2014 - May 2014
Intrepid Capital Management June 2013 - August 2013
Skills
Network Security, Information Technology, Due Diligence, Financial Modeling, Valuation, Private Equity, Financial Analysis, Bloomberg, Hedge Funds, Financial Markets, Equity Research, Consumer and Retail, Sporting Goods Industry
Education
Oberlin College 2010 — 2014
Lori Dervis's Guggenheim Partners Experience July 2012 - Present
Job UIT Campaign Manager at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2012 - Present
Market Day 2011 - 2012
Van Kampen Investments 1999 - 2004
Smith, Bucklin & Associates 1998 - 1999
Skills
Series 7, Investment Strategies, Investments, Equities, New Business Development, Strategic Planning, Product Development, Account Management, Business Strategy, Alternative Investments, Marketing, Management, Customer Service, Marketing Strategy, Marketing Communications, Portfolio Management, Mutual Funds, Leadership
Education
North Central College 1995 — 1999
Master of Business Administration (MBA), Marketing
Valparaiso University 1987 — 1991
Bachelor of Arts (BA), Communications, Public Relations
Guggenheim Partners July 2012 - Present
Market Day 2011 - 2012
Van Kampen Investments 1999 - 2004
Smith, Bucklin & Associates 1998 - 1999
Skills
Series 7, Investment Strategies, Investments, Equities, New Business Development, Strategic Planning, Product Development, Account Management, Business Strategy, Alternative Investments, Marketing, Management, Customer Service, Marketing Strategy, Marketing Communications, Portfolio Management, Mutual Funds, Leadership
Education
North Central College 1995 — 1999
Master of Business Administration (MBA), Marketing
Valparaiso University 1987 — 1991
Bachelor of Arts (BA), Communications, Public Relations
Brandon Guy's Guggenheim Partners Experience April 2013 - Present
Job Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2013 - Present
Guggenheim Partners June 2011 - April 2013
Lydian Private Bank December 2007 - May 2011
Skills
Fixed Income, Capital Markets, Portfolio Management, Bloomberg, CMBS, Asset Managment, Investments, Securities, Mortgage Lending, Asset Management, Loan Origination, Commercial Mortgages, Commercial Lending, Commercial Real Estate
Education
New York University 2001 — 2005
Bachelor of Arts (BA)
University of Pittsburgh 1999 — 2001
Guggenheim Partners April 2013 - Present
Guggenheim Partners June 2011 - April 2013
Lydian Private Bank December 2007 - May 2011
Skills
Fixed Income, Capital Markets, Portfolio Management, Bloomberg, CMBS, Asset Managment, Investments, Securities, Mortgage Lending, Asset Management, Loan Origination, Commercial Mortgages, Commercial Lending, Commercial Real Estate
Education
New York University 2001 — 2005
Bachelor of Arts (BA)
University of Pittsburgh 1999 — 2001
Craig Pollak's Guggenheim Partners Experience January 2012 - June 2013
Job Head of Marketing at Ivory Capital
Industry Financial Services
Experience
Ivory Capital July 2013 - Present
Guggenheim Partners January 2012 - June 2013
Ivory Capital 2006 - 2011
FrontPoint 2002 - 2005
Morgan Stanley 2001 - 2002
Cravath, Swaine & Moore LLP 1998 - 2001
Education
Yale University 1989 — 1993
Bachelor of Arts (B.A.), Economics
NYU School of Law 1995 — 1998
Doctor of Law (J.D.)
Ivory Capital July 2013 - Present
Guggenheim Partners January 2012 - June 2013
Ivory Capital 2006 - 2011
FrontPoint 2002 - 2005
Morgan Stanley 2001 - 2002
Cravath, Swaine & Moore LLP 1998 - 2001
Education
Yale University 1989 — 1993
Bachelor of Arts (B.A.), Economics
NYU School of Law 1995 — 1998
Doctor of Law (J.D.)
Robert Merkel's Guggenheim Partners Experience May 2012 - Present
Job VP at Guggenheim Partners
Industry Information Technology and Services
Experience
Guggenheim Partners May 2012 - Present
JPMorgan Chase January 2010 - May 2012
JPMorgan Chase & Co. January 2008 - January 2010
Bear Stearns & Company April 2003 - January 2008
Bear Stearns & Company April 2000 - January 2003
Skills
Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, IT Management, Vendor Management, SDLC, Disaster Recovery, Project Management, Data Analysis, Risk Management, Business Analysis, IT Strategy, Integration, Program Management
Education
New York Institute of Technology
Guggenheim Partners May 2012 - Present
JPMorgan Chase January 2010 - May 2012
JPMorgan Chase & Co. January 2008 - January 2010
Bear Stearns & Company April 2003 - January 2008
Bear Stearns & Company April 2000 - January 2003
Skills
Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, IT Management, Vendor Management, SDLC, Disaster Recovery, Project Management, Data Analysis, Risk Management, Business Analysis, IT Strategy, Integration, Program Management
Education
New York Institute of Technology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.