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
Sean Pi Sean Pi's Guggenheim Partners Experience June 2009 - September 2009
Job Investment Associate
Industry Financial Services
Experience
Castleton Commodities International November 2014 - Present
Evercore August 2013 - November 2014
Wells Fargo Securities June 2012 - August 2013
Citadel Investment Group June 2011 - August 2011
Novahill Partners January 2011 - June 2011
The Ivy Council September 2010 - June 2011
Jefferies & Company June 2010 - August 2010
Guggenheim Partners June 2009 - September 2009
Estee Lauder June 2006 - September 2007
Stony Brook University June 2005 - August 2007
Skills
Economics, Investment Banking, Financial Modeling, Excel, Credit, Corporate Finance, Financial Analysis, Valuation, Fixed Income, PowerPoint, Bloomberg, R, Banking, Chinese, Spanish, Business Strategy, Organizational..., Equities, Finance, Trading, Fire Eating
Education
North High School
Princeton University
AB, Economics
Castleton Commodities International November 2014 - Present
Evercore August 2013 - November 2014
Wells Fargo Securities June 2012 - August 2013
Citadel Investment Group June 2011 - August 2011
Novahill Partners January 2011 - June 2011
The Ivy Council September 2010 - June 2011
Jefferies & Company June 2010 - August 2010
Guggenheim Partners June 2009 - September 2009
Estee Lauder June 2006 - September 2007
Stony Brook University June 2005 - August 2007
Skills
Economics, Investment Banking, Financial Modeling, Excel, Credit, Corporate Finance, Financial Analysis, Valuation, Fixed Income, PowerPoint, Bloomberg, R, Banking, Chinese, Spanish, Business Strategy, Organizational..., Equities, Finance, Trading, Fire Eating
Education
North High School
Princeton University
AB, Economics
Luke Howe Luke Howe's Guggenheim Partners Experience April 2014 - Present
Job Regional Sales Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2014 - Present
Deutsche Bank December 2010 - March 2014
Edward Jones August 2009 - November 2010
AAR CORP. June 2008 - August 2008
Skills
Sales, Asset Managment, Asset Allocation, Investor Relations, Investment Advisory, Investment Strategies, Investment Management, Cold Calling, Compliance, Trading, Mutual Funds, Variable Annuities, Fixed Annuities
Education
St. Norbert College 2005 — 2009
Bachelor's degree, History
Guggenheim Partners April 2014 - Present
Deutsche Bank December 2010 - March 2014
Edward Jones August 2009 - November 2010
AAR CORP. June 2008 - August 2008
Skills
Sales, Asset Managment, Asset Allocation, Investor Relations, Investment Advisory, Investment Strategies, Investment Management, Cold Calling, Compliance, Trading, Mutual Funds, Variable Annuities, Fixed Annuities
Education
St. Norbert College 2005 — 2009
Bachelor's degree, History
Charles Pridgen Charles Pridgen's Guggenheim Partners Experience February 2010 - November 2011
Job Account Executive at salesforce.com
Industry Internet
Experience
salesforce.com September 2014 - Present
salesforce.com June 2013 - September 2014
LivingSocial November 2011 - March 2013
Guggenheim Partners February 2010 - November 2011
Financial Industry Regulatory Authority (FINRA) December 2009 - February 2010
Integrated Recruiting Consultants 2002 - 2005
Skills
Customer Service, Negotiation, Team Building, Microsoft Office, Strategic Planning, PowerPoint, Coaching, Team Leadership, Microsoft Word, Project Management, Account Management, Sales Management, Social Media, Salesforce.com, Social Networking, Management, Sales, CRM
Education
Salisbury University 2005 — 2009
B.S, International Business & Finance
salesforce.com September 2014 - Present
salesforce.com June 2013 - September 2014
LivingSocial November 2011 - March 2013
Guggenheim Partners February 2010 - November 2011
Financial Industry Regulatory Authority (FINRA) December 2009 - February 2010
Integrated Recruiting Consultants 2002 - 2005
Skills
Customer Service, Negotiation, Team Building, Microsoft Office, Strategic Planning, PowerPoint, Coaching, Team Leadership, Microsoft Word, Project Management, Account Management, Sales Management, Social Media, Salesforce.com, Social Networking, Management, Sales, CRM
Education
Salisbury University 2005 — 2009
B.S, International Business & Finance
Tim Murray Tim Murray's Guggenheim Partners Experience September 2005 - December 2011
Job Managing Director at GSO Capital Partners
Industry Financial Services
Experience
GSO Capital Partners December 2011 - December 2014
Guggenheim Partners September 2005 - December 2011
Wells Fargo July 1984 - September 2005
ARCO Oil and Gas Company 1979 - 1984
Education
Southern Methodist University 1982 — 1984
Master of Business Administration (MBA), Finance, General
Texas A&M University 1974 — 1978
Bachelor of Science (B.S.), Chemical Engineering
GSO Capital Partners December 2011 - December 2014
Guggenheim Partners September 2005 - December 2011
Wells Fargo July 1984 - September 2005
ARCO Oil and Gas Company 1979 - 1984
Education
Southern Methodist University 1982 — 1984
Master of Business Administration (MBA), Finance, General
Texas A&M University 1974 — 1978
Bachelor of Science (B.S.), Chemical Engineering
Donald Bethe Donald Bethe's Guggenheim Partners Experience 2003 - 2009
Job Senior Managing Director Capital Markets at Kennedy Wilson
Industry Real Estate
Experience
Kennedy Wilson July 2009 - Present
Guggenheim Partners 2003 - 2009
UBS Investment Bank 2000 - 2003
Donaldson, Lufkin & Jenrette 1992 - 1999
Skills
Management, Private Equity, Real Estate Economics, Disposition, Asset Management, Real Estate Transactions, Real Estate Development, Valuation, Real Estate Private..., Due Diligence, Investments, Real Estate, Financial Modeling, Alternative Investments, Integrity, Fixed Income, Brokerage, Capital Markets, Hedge Funds, Portfolio Management
Education
Saint Mary's College of California
Bachelor of Science (BS)
Kennedy Wilson July 2009 - Present
Guggenheim Partners 2003 - 2009
UBS Investment Bank 2000 - 2003
Donaldson, Lufkin & Jenrette 1992 - 1999
Skills
Management, Private Equity, Real Estate Economics, Disposition, Asset Management, Real Estate Transactions, Real Estate Development, Valuation, Real Estate Private..., Due Diligence, Investments, Real Estate, Financial Modeling, Alternative Investments, Integrity, Fixed Income, Brokerage, Capital Markets, Hedge Funds, Portfolio Management
Education
Saint Mary's College of California
Bachelor of Science (BS)
Susan Gilman Susan Gilman's Guggenheim Partners Experience April 2008 - December 2011
Job Realtor at CENTURY 21 AllPoints Realty
Industry Real Estate
Experience
CENTURY 21 AllPoints Realty April 2014 - Present
Berkshire Hathaway HomeServices-New England Properties March 2013 - Present
Guggenheim Partners April 2008 - December 2011
Sony Music Entertainment January 1997 - September 2004
Rolls-Royce of Beverly Hills January 1991 - May 1996
Skills
Outlook, Social Media, Customer Service, Marketing, Microsoft Office, Microsoft Word, Fundraising, Contract Negotiation, Sales, Foreclosures, Negotiation, Real Estate
Education
Southern Connecticut State University 1983 — 1987
Bachelor of Science (B.S.), Communications
CENTURY 21 AllPoints Realty April 2014 - Present
Berkshire Hathaway HomeServices-New England Properties March 2013 - Present
Guggenheim Partners April 2008 - December 2011
Sony Music Entertainment January 1997 - September 2004
Rolls-Royce of Beverly Hills January 1991 - May 1996
Skills
Outlook, Social Media, Customer Service, Marketing, Microsoft Office, Microsoft Word, Fundraising, Contract Negotiation, Sales, Foreclosures, Negotiation, Real Estate
Education
Southern Connecticut State University 1983 — 1987
Bachelor of Science (B.S.), Communications
Rachel Hernandez Rachel Hernandez's Guggenheim Partners Experience November 2011 - June 2013
Job Catering Coordinator at CPS Events at The Plaza
Industry Hospitality
Experience
CPS Events at The Plaza April 2014 - Present
Guggenheim Securities June 2013 - April 2014
Guggenheim Partners November 2011 - June 2013
Richard Sandoval Restaurants - Tamayo Zengo La Sandia May 2011 - October 2011
Bowlmor Time Square November 2010 - May 2011
Aramark Sports and Entertainment May 2010 - October 2010
Sheraton City Center Hotel May 2008 - May 2010
Insurance Services Office 2006 - 2008
Skills
Microsoft Office 2007, Hospitality, Hotels, Event Management, PowerPoint, Microsoft Excel, Customer Service, Event Planning, Food & Beverage, Microsoft Word, Microsoft Office, Windows, Teamwork, Inventory Management, Outlook, Sales, Social Media, Budgets, Human Resources, Office Administration, Time Management, Recruiting
Education
Temple University 2006 — 2010
Bachelor of Science, Tourism and Hospitality
CPS Events at The Plaza April 2014 - Present
Guggenheim Securities June 2013 - April 2014
Guggenheim Partners November 2011 - June 2013
Richard Sandoval Restaurants - Tamayo Zengo La Sandia May 2011 - October 2011
Bowlmor Time Square November 2010 - May 2011
Aramark Sports and Entertainment May 2010 - October 2010
Sheraton City Center Hotel May 2008 - May 2010
Insurance Services Office 2006 - 2008
Skills
Microsoft Office 2007, Hospitality, Hotels, Event Management, PowerPoint, Microsoft Excel, Customer Service, Event Planning, Food & Beverage, Microsoft Word, Microsoft Office, Windows, Teamwork, Inventory Management, Outlook, Sales, Social Media, Budgets, Human Resources, Office Administration, Time Management, Recruiting
Education
Temple University 2006 — 2010
Bachelor of Science, Tourism and Hospitality
Al Chambers's Guggenheim Partners Experience October 2011 - Present
Job Administration Supervisor at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2011 - Present
ARAMARK Higher Education July 2010 - October 2011
Harrahs Philadelphia Casino and Racetrack January 2010 - July 2010
ARAMARK July 2009 - January 2010
Philadelphia Multicultural Affairs Congress August 2008 - December 2008
Skills
Customer Service, Training, Marketing, Management, Customer Satisfaction, Social Media Marketing, Leadership, Marketing Strategy, PowerPoint, Market Research, Time Management, Event Planning
Education
Temple University 2005 — 2010
Bachelor's degree, Tourism & Hospitality Management
Guggenheim Partners October 2011 - Present
ARAMARK Higher Education July 2010 - October 2011
Harrahs Philadelphia Casino and Racetrack January 2010 - July 2010
ARAMARK July 2009 - January 2010
Philadelphia Multicultural Affairs Congress August 2008 - December 2008
Skills
Customer Service, Training, Marketing, Management, Customer Satisfaction, Social Media Marketing, Leadership, Marketing Strategy, PowerPoint, Market Research, Time Management, Event Planning
Education
Temple University 2005 — 2010
Bachelor's degree, Tourism & Hospitality Management
Dallas Ward Dallas Ward's Guggenheim Partners Experience December 2012 - November 2014
Job CLO Operations Analyst at Fifth Street Asset Management
Industry Investment Management
Experience
Fifth Street Asset Management November 2014 - Present
Guggenheim Partners December 2012 - November 2014
Goldman Sachs Group Inc July 2011 - December 2012
JPMorgan Chase March 2010 - July 2011
AXA Advisors August 2009 - February 2010
Jet Specialty January 2009 - August 2009
Skills
Microsoft Excel, Exceptional..., Middle and back office..., Management, Portfolio Management, Leadership, Risk Management, Finance, Analysis, Mutual Funds, Microsoft Office, Mergers, Hedge Funds, Financial Modeling, Equities
Education
Texas Tech University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Texas Tech University, Jerry S. Rawls School of Business 2004 — 2008
Bachelor of Business Administration, Finance
Fifth Street Asset Management November 2014 - Present
Guggenheim Partners December 2012 - November 2014
Goldman Sachs Group Inc July 2011 - December 2012
JPMorgan Chase March 2010 - July 2011
AXA Advisors August 2009 - February 2010
Jet Specialty January 2009 - August 2009
Skills
Microsoft Excel, Exceptional..., Middle and back office..., Management, Portfolio Management, Leadership, Risk Management, Finance, Analysis, Mutual Funds, Microsoft Office, Mergers, Hedge Funds, Financial Modeling, Equities
Education
Texas Tech University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Texas Tech University, Jerry S. Rawls School of Business 2004 — 2008
Bachelor of Business Administration, Finance
Austin Anschultz Austin Anschultz's Guggenheim Partners Experience March 2014 - June 2015
Job Manager Assistant at Bain & Company
Industry Events Services
Experience
Bain & Company August 2015 - Present
Guggenheim Partners March 2014 - June 2015
A to Z Marketing, LLC September 2011 - February 2014
Saks Fifth Avenue November 2012 - May 2013
Pepperdine University September 2010 - August 2011
NASCAR Richmond International Raceway May 2010 - July 2010
Interscope Records January 2010 - March 2010
Lisa Hilton Music October 2008 - December 2009
Markel Corporation May 2007 - August 2007
Skills
Event Planning, Marketing, InDesign, Photoshop, Advertising, Illustrator, Dreamweaver, Photography, Social Media, Social Media Marketing, Social Networking, Public Relations, Management, Facebook, Sales
Education
Pepperdine University 2006 — 2010
BA, Advertising, Multimedia Design
Yogaworks
200 Hour RYT Certification - Yoga Alliance
Bain & Company August 2015 - Present
Guggenheim Partners March 2014 - June 2015
A to Z Marketing, LLC September 2011 - February 2014
Saks Fifth Avenue November 2012 - May 2013
Pepperdine University September 2010 - August 2011
NASCAR Richmond International Raceway May 2010 - July 2010
Interscope Records January 2010 - March 2010
Lisa Hilton Music October 2008 - December 2009
Markel Corporation May 2007 - August 2007
Skills
Event Planning, Marketing, InDesign, Photoshop, Advertising, Illustrator, Dreamweaver, Photography, Social Media, Social Media Marketing, Social Networking, Public Relations, Management, Facebook, Sales
Education
Pepperdine University 2006 — 2010
BA, Advertising, Multimedia Design
Yogaworks
200 Hour RYT Certification - Yoga Alliance
April Langdon's Guggenheim Partners Experience August 2013 - December 2013
Job Education Programs Producer at General Assembly
Industry Education Management
Experience
General Assembly August 2015 - Present
The Honest Company June 2014 - July 2015
Guggenheim Partners August 2013 - December 2013
FLAX PR May 2013 - June 2013
Pepperdine University August 2012 - April 2013
Southern Tide August 2011 - April 2013
Skills
Economics, Finance, Market Research, Business Strategy, PowerPoint, Public Speaking, Microsoft Excel, Quantitative Analytics, Communication Skills, Accounting, Microsoft Word, Project Planning, Statistical Data..., Calculus, Organizational Behavior, Bloomberg, Morningstar, Leadership, Business Ethics, Consulting, People Skills, Salesforce.com, Enthusiasm to learn, Team Leadership, Organization, Customer Relations, Communication
Education
Pepperdine University 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Capistrano Valley High School 2007 — 2010
High School Diploma
General Assembly August 2015 - Present
The Honest Company June 2014 - July 2015
Guggenheim Partners August 2013 - December 2013
FLAX PR May 2013 - June 2013
Pepperdine University August 2012 - April 2013
Southern Tide August 2011 - April 2013
Skills
Economics, Finance, Market Research, Business Strategy, PowerPoint, Public Speaking, Microsoft Excel, Quantitative Analytics, Communication Skills, Accounting, Microsoft Word, Project Planning, Statistical Data..., Calculus, Organizational Behavior, Bloomberg, Morningstar, Leadership, Business Ethics, Consulting, People Skills, Salesforce.com, Enthusiasm to learn, Team Leadership, Organization, Customer Relations, Communication
Education
Pepperdine University 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Capistrano Valley High School 2007 — 2010
High School Diploma
Richard Baldwin Richard Baldwin's Guggenheim Partners Experience 2005 - 2010
Job Managing Director at Baldwin Wealth Management, LLC
Industry Investment Management
Experience
Baldwin Wealth Management, LLC July 2010 - Present
Guggenheim Partners 2005 - 2010
US Bancorp Private Asset Management 1999 - 2005
Stifel, Nicolaus & Co. Inc. 1994 - 1999
Foreign Commercial Service, US Embassy in Spain 1993 - 1993
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Mutual Funds, Equities, Investment Management, Bonds, Financial Services, High Net Worth..., Wealth, Business Development, Asset Managment, Investment Advisory, Retirement Planning, Securities, Alternative Investments, Estate Planning
Education
Ecole des Hautes Etudes Commerciales 1991 — 1993
Masters in Business
Princeton University 1986 — 1990
Bachelor of Arts, Politics
St. Paul's School 1982 — 1985
Baldwin Wealth Management, LLC July 2010 - Present
Guggenheim Partners 2005 - 2010
US Bancorp Private Asset Management 1999 - 2005
Stifel, Nicolaus & Co. Inc. 1994 - 1999
Foreign Commercial Service, US Embassy in Spain 1993 - 1993
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Mutual Funds, Equities, Investment Management, Bonds, Financial Services, High Net Worth..., Wealth, Business Development, Asset Managment, Investment Advisory, Retirement Planning, Securities, Alternative Investments, Estate Planning
Education
Ecole des Hautes Etudes Commerciales 1991 — 1993
Masters in Business
Princeton University 1986 — 1990
Bachelor of Arts, Politics
St. Paul's School 1982 — 1985
Cameron Taylor Cameron Taylor's Guggenheim Partners Experience April 2012 - Present
Job
Industry Investment Banking
Experience
Guggenheim Partners April 2012 - Present
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Investment Banking, Data Analysis, Bloomberg, Microsoft Excel, Due Diligence, M&A experience, Corporate Finance, Emerging Markets, Equities, Market Research, Alternative Investments, Investments
Education
Pomona College 2005 — 2009
BA, Mathematical Economics
Palo Alto Senior High School 2001 — 2005
Guggenheim Partners April 2012 - Present
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Investment Banking, Data Analysis, Bloomberg, Microsoft Excel, Due Diligence, M&A experience, Corporate Finance, Emerging Markets, Equities, Market Research, Alternative Investments, Investments
Education
Pomona College 2005 — 2009
BA, Mathematical Economics
Palo Alto Senior High School 2001 — 2005
Chris Seekely Chris Seekely's Guggenheim Partners Experience June 2009 - July 2009
Job Student at Texas Christian University
Industry Accounting
Experience
KPMG US January 2014 - March 2014
Guggenheim Partners June 2009 - July 2009
Baker & Patterson LLP June 2008 - August 2008
Skills
Auditing, Tax Preparation, Microsoft Office, Microsoft Excel, Microsoft Word, Communication Skills, Organization, Budget Monitoring, Budget Setting, Budget Forecasts, Billing Process, Client Relations Skills, Investments, Finance
Education
Texas Christian University 2014 — 2015
Master's Degree, Accounting
Texas Christian University 2010 — 2014
KPMG US January 2014 - March 2014
Guggenheim Partners June 2009 - July 2009
Baker & Patterson LLP June 2008 - August 2008
Skills
Auditing, Tax Preparation, Microsoft Office, Microsoft Excel, Microsoft Word, Communication Skills, Organization, Budget Monitoring, Budget Setting, Budget Forecasts, Billing Process, Client Relations Skills, Investments, Finance
Education
Texas Christian University 2014 — 2015
Master's Degree, Accounting
Texas Christian University 2010 — 2014
Tracy (Baisa) Drury Tracy (Baisa) Drury's Guggenheim Partners Experience October 2008 - January 2010
Job Senior Manager, State and Local Tax
Industry Accounting
Experience
Express Scripts May 2013 - Present
RubinBrown LLP January 2010 - May 2013
Guggenheim Partners October 2008 - January 2010
PwC January 2006 - October 2008
Skills
Tax Research, Income Tax, Tax Accounting, Tax, CPA, Corporate Tax, Tax Preparation, State Tax, Mergers, FIN 48, FAS109
Education
The University of Texas at Austin 2004 — 2006
Master's in Accounting, Taxation
Robert Morris College 1999 — 2002
Bachelor of Business Administration (B.B.A.), Accounting
Express Scripts May 2013 - Present
RubinBrown LLP January 2010 - May 2013
Guggenheim Partners October 2008 - January 2010
PwC January 2006 - October 2008
Skills
Tax Research, Income Tax, Tax Accounting, Tax, CPA, Corporate Tax, Tax Preparation, State Tax, Mergers, FIN 48, FAS109
Education
The University of Texas at Austin 2004 — 2006
Master's in Accounting, Taxation
Robert Morris College 1999 — 2002
Bachelor of Business Administration (B.B.A.), Accounting
Elizabeth Boudris, CAIA Elizabeth Boudris, CAIA's Guggenheim Partners Experience September 2010 - April 2014
Job Attorney at Cain Hoy Enterprises, LLC
Industry Financial Services
Experience
Cain Hoy Enterprises, LLC April 2014 - Present
Guggenheim Partners September 2010 - April 2014
Grosvenor Literary Agency May 2010 - September 2010
Federal Deposit Insurance Corporation (FDIC) May 2009 - August 2009
Skills
Due Diligence, Structured Finance, Securities, Private Equity, Hedge Funds, Mergers & Acquisitions, Securities Regulation, Corporate Finance, Investments
Education
University of Richmond School of Law 2007 — 2010
JD, Law
The George Washington University 2003 — 2007
BA, English, Psychology
University School of Milwaukee 1995 — 2003
Newton Country Day School 1994 — 1995
Cain Hoy Enterprises, LLC April 2014 - Present
Guggenheim Partners September 2010 - April 2014
Grosvenor Literary Agency May 2010 - September 2010
Federal Deposit Insurance Corporation (FDIC) May 2009 - August 2009
Skills
Due Diligence, Structured Finance, Securities, Private Equity, Hedge Funds, Mergers & Acquisitions, Securities Regulation, Corporate Finance, Investments
Education
University of Richmond School of Law 2007 — 2010
JD, Law
The George Washington University 2003 — 2007
BA, English, Psychology
University School of Milwaukee 1995 — 2003
Newton Country Day School 1994 — 1995
James Cole Gauthier James Cole Gauthier's Guggenheim Partners Experience January 2015 - Present
Job Operations Analyst Guggenheim Partners
Industry Consumer Services
Experience
Guggenheim Partners January 2015 - Present
QuantX Management January 2014 - January 2015
Fuller Pools June 2013 - January 2014
Soka University of America September 2012 - May 2013
Appetude June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Sales, Environmental Science, Proofreading, Editing, Social Media, Public Relations, Marketing, Public Speaking, Microsoft Excel, Business Development, Research, Facebook, Spanish
Education
Soka University of America 2009 — 2013
Bachelor of Arts (B.A.), Environmental Studies
Universitat de Barcelona 2011 — 2011
Study Abroad, Junior
Guggenheim Partners January 2015 - Present
QuantX Management January 2014 - January 2015
Fuller Pools June 2013 - January 2014
Soka University of America September 2012 - May 2013
Appetude June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Sales, Environmental Science, Proofreading, Editing, Social Media, Public Relations, Marketing, Public Speaking, Microsoft Excel, Business Development, Research, Facebook, Spanish
Education
Soka University of America 2009 — 2013
Bachelor of Arts (B.A.), Environmental Studies
Universitat de Barcelona 2011 — 2011
Study Abroad, Junior
Jeff Pucker Jeff Pucker's Guggenheim Partners Experience January 2015 - Present
Job Regional Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2015 - Present
KBS Capital Markets Group April 2011 - January 2015
Allianz Life September 2008 - April 2011
Genworth Financial May 2005 - September 2008
AXA Equitable 2001 - 2005
Skills
Strategy, New Business Development, Sales, Management, Selling, Leadership, Financial Services, Fixed Annuities, Sales Operations, Alternative Investments, Insurance, Strategic Planning, Securities, Mutual Funds, Retirement Planning
Education
St. Ambrose University 1995 — 1999
Bachelor of Arts (B.A.), Finance
Guggenheim Partners January 2015 - Present
KBS Capital Markets Group April 2011 - January 2015
Allianz Life September 2008 - April 2011
Genworth Financial May 2005 - September 2008
AXA Equitable 2001 - 2005
Skills
Strategy, New Business Development, Sales, Management, Selling, Leadership, Financial Services, Fixed Annuities, Sales Operations, Alternative Investments, Insurance, Strategic Planning, Securities, Mutual Funds, Retirement Planning
Education
St. Ambrose University 1995 — 1999
Bachelor of Arts (B.A.), Finance
Molly Casey Molly Casey's Guggenheim Partners Experience May 2010 - August 2010
Job Senior Consultant Healthcare Advisory
Industry Hospital & Health Care
Experience
EY August 2013 - Present
Rush University Medical Center June 2012 - June 2013
Rush University Medical Center October 2011 - June 2012
Villanova University January 2010 - May 2011
Guggenheim Partners May 2010 - August 2010
Dowd Wescott Group May 2007 - August 2008
Skills
Data Analysis, Research, Microsoft Excel, Healthcare Management, PowerPoint, Healthcare, Analysis, Hospitals, Leadership, Project Management, Access, Financial Analysis, Social Media, Public Speaking
Education
Rush University 2011 — 2013
M.S. Health Systems Management
Villanova University 2007 — 2011
Bachelor of Arts, Economics
St. Ignatius College Prep 2003 — 2007
EY August 2013 - Present
Rush University Medical Center June 2012 - June 2013
Rush University Medical Center October 2011 - June 2012
Villanova University January 2010 - May 2011
Guggenheim Partners May 2010 - August 2010
Dowd Wescott Group May 2007 - August 2008
Skills
Data Analysis, Research, Microsoft Excel, Healthcare Management, PowerPoint, Healthcare, Analysis, Hospitals, Leadership, Project Management, Access, Financial Analysis, Social Media, Public Speaking
Education
Rush University 2011 — 2013
M.S. Health Systems Management
Villanova University 2007 — 2011
Bachelor of Arts, Economics
St. Ignatius College Prep 2003 — 2007
Adam Riggio Adam Riggio's Guggenheim Partners Experience May 2015 - Present
Job Investment Valuation Analyst at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Partners May 2015 - Present
Cornerstone Montgomery August 2014 - October 2014
Morgan Stanley July 2013 - June 2014
T. Rowe Price 2005 - 2013
Legg Mason March 2004 - January 2005
Skills
Account Reconciliation, Banking, Bank Reconciliation, Finance, Accounting, Project Management, Research, Nonprofits, Supervisory Skills, Employee Training, Problem Solving, Problem Analysis, Mutual Funds, Dividends, Equity Research, Microsoft Office, New Hire Training, Employee Orientations, Interdepartmental..., Sunguard, Oracle, Written & Oral..., Hands-on Training, Microsoft Excel
Education
Salisbury University - Perdue School of Business 1999 — 2003
Bachelor of Science (B.S.), Finance, General, 3.0/4.0
University of Phoenix 2012 — 2014
Bachelor of Science (B.S.), Accounting, Currently 3.6/4.0
Guggenheim Partners May 2015 - Present
Cornerstone Montgomery August 2014 - October 2014
Morgan Stanley July 2013 - June 2014
T. Rowe Price 2005 - 2013
Legg Mason March 2004 - January 2005
Skills
Account Reconciliation, Banking, Bank Reconciliation, Finance, Accounting, Project Management, Research, Nonprofits, Supervisory Skills, Employee Training, Problem Solving, Problem Analysis, Mutual Funds, Dividends, Equity Research, Microsoft Office, New Hire Training, Employee Orientations, Interdepartmental..., Sunguard, Oracle, Written & Oral..., Hands-on Training, Microsoft Excel
Education
Salisbury University - Perdue School of Business 1999 — 2003
Bachelor of Science (B.S.), Finance, General, 3.0/4.0
University of Phoenix 2012 — 2014
Bachelor of Science (B.S.), Accounting, Currently 3.6/4.0
Joseph Picciano Joseph Picciano's Guggenheim Partners Experience October 2014 - Present
Job Associate Portfolio Manager at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners October 2014 - Present
Prudential Capital Group July 2011 - October 2014
Skills
Bloomberg, Financial Modeling, Valuation, Fixed Income, Equities, Bloomberg Terminal, Alternative Investments, Hedge Funds, Investments, Private Equity, Corporate Finance, Portfolio Management, Capital Markets, Asset Management, Investment Banking, Financial Analysis, Investment Strategies, Business Valuation, Series 7, Derivatives, Due Diligence, Securities, Capital IQ, Asset Allocation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelor of Science (BS), Finance, General
Guggenheim Partners October 2014 - Present
Prudential Capital Group July 2011 - October 2014
Skills
Bloomberg, Financial Modeling, Valuation, Fixed Income, Equities, Bloomberg Terminal, Alternative Investments, Hedge Funds, Investments, Private Equity, Corporate Finance, Portfolio Management, Capital Markets, Asset Management, Investment Banking, Financial Analysis, Investment Strategies, Business Valuation, Series 7, Derivatives, Due Diligence, Securities, Capital IQ, Asset Allocation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelor of Science (BS), Finance, General
Gena (Larson) Cuba's Guggenheim Partners Experience April 2010 - July 2014
Job Strategic Designer
Industry Design
Experience
IDEO August 2015 - Present
School of Visual Arts January 2015 - Present
Freelance August 2014 - Present
School of Visual Arts September 2014 - January 2015
Guggenheim Partners April 2010 - July 2014
Aldeas de Paz October 2009 - April 2010
VSA Partners October 2007 - October 2009
SamataMason June 2006 - September 2007
CYD Design September 2005 - May 2006
Skills
Interaction Design, Visual Communication, Typography, Art Direction, Corporate Identity, Creative Direction, Photography, Logo Design, Art, Illustration, Email Marketing, Brand Architecture
Education
School of Visual Arts 2013 — 2014
Masters in Branding
University of Wisconsin-Milwaukee 2002 — 2006
BFA Fine Arts, Graphic Design, Journalism
IDEO August 2015 - Present
School of Visual Arts January 2015 - Present
Freelance August 2014 - Present
School of Visual Arts September 2014 - January 2015
Guggenheim Partners April 2010 - July 2014
Aldeas de Paz October 2009 - April 2010
VSA Partners October 2007 - October 2009
SamataMason June 2006 - September 2007
CYD Design September 2005 - May 2006
Skills
Interaction Design, Visual Communication, Typography, Art Direction, Corporate Identity, Creative Direction, Photography, Logo Design, Art, Illustration, Email Marketing, Brand Architecture
Education
School of Visual Arts 2013 — 2014
Masters in Branding
University of Wisconsin-Milwaukee 2002 — 2006
BFA Fine Arts, Graphic Design, Journalism
Gary McDaniel, CFA Gary McDaniel, CFA's Guggenheim Partners Experience March 2012 - Present
Job
Industry Investment Management
Experience
Guggenheim Partners March 2012 - Present
Guggenheim Partners Asset Management March 2010 - March 2012
Transparent Value a Guggenheim Partners company September 2009 - March 2011
MJX Capital Advisors September 2006 - September 2009
MJXCA 2006 - September 2009
Standard & Poor's Equity Research December 2005 - June 2006
Standard & Poor's July 2004 - June 2006
Standard & Poor's Equity Research July 2004 - December 2005
Global Insight Inc August 2000 - June 2002
Global Insight May 1998 - August 2000
Skills
Risk Management, Quantitative Risk..., Risk Analytics, Market Risk, Fundamental Analysis, Quantitative Investing, Portfolio Management, Portfolio Performance..., Economic Research, Economic Modeling, Econometric Modeling, Hedge Funds, Equities, Capital Markets, Private Equity, Equity Research, Investment Management, Valuation, Investment Strategies, Investment Banking, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Financial Instruments & Markets
The George Washington University 1995 — 1997
BA, International Economics
Guggenheim Partners March 2012 - Present
Guggenheim Partners Asset Management March 2010 - March 2012
Transparent Value a Guggenheim Partners company September 2009 - March 2011
MJX Capital Advisors September 2006 - September 2009
MJXCA 2006 - September 2009
Standard & Poor's Equity Research December 2005 - June 2006
Standard & Poor's July 2004 - June 2006
Standard & Poor's Equity Research July 2004 - December 2005
Global Insight Inc August 2000 - June 2002
Global Insight May 1998 - August 2000
Skills
Risk Management, Quantitative Risk..., Risk Analytics, Market Risk, Fundamental Analysis, Quantitative Investing, Portfolio Management, Portfolio Performance..., Economic Research, Economic Modeling, Econometric Modeling, Hedge Funds, Equities, Capital Markets, Private Equity, Equity Research, Investment Management, Valuation, Investment Strategies, Investment Banking, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Financial Instruments & Markets
The George Washington University 1995 — 1997
BA, International Economics
Francois Coeytaux Francois Coeytaux's Guggenheim Partners Experience January 2008 - March 2011
Job COO & Chief Compliance Officer at Integre Asset Management
Industry Financial Services
Experience
Integre Asset Management December 2012 - Present
Operations Management & Strategy Consulting April 2011 - November 2012
Guggenheim Partners January 2008 - March 2011
Gartmore Global Investments May 2003 - January 2008
Groupama Asset Management April 1996 - May 2003
Sorema International Holdings N.V. April 1993 - April 1996
Nina Ricci January 1992 - April 1993
Skills
Asset Management, Strategic Financial..., Vendor Management, Financial Analysis, Due Diligence, Forecasting, Investment Operations, Process Improvement, Project Management, Contract Negotiation, Compliance, Process Engineering, Project Implementation, Systems Conversion, Manage Client..., Acquisition Analysis, Acquisition Integration, Product Development, Budgeting, Financial Reporting, Expense Management, IT Management, Team Leadership, Compensation Structures, Training & Development, Disaster Recovery, Market Analysis
Education
Institut d'Etudes Politiques de Paris / Sciences Po Paris 1989 — 1991
Graduate School, Economics and Finance
Université Panthéon Sorbonne (Paris I) 1985 — 1989
Master's degree, Business Law and Tax Legislation
Integre Asset Management December 2012 - Present
Operations Management & Strategy Consulting April 2011 - November 2012
Guggenheim Partners January 2008 - March 2011
Gartmore Global Investments May 2003 - January 2008
Groupama Asset Management April 1996 - May 2003
Sorema International Holdings N.V. April 1993 - April 1996
Nina Ricci January 1992 - April 1993
Skills
Asset Management, Strategic Financial..., Vendor Management, Financial Analysis, Due Diligence, Forecasting, Investment Operations, Process Improvement, Project Management, Contract Negotiation, Compliance, Process Engineering, Project Implementation, Systems Conversion, Manage Client..., Acquisition Analysis, Acquisition Integration, Product Development, Budgeting, Financial Reporting, Expense Management, IT Management, Team Leadership, Compensation Structures, Training & Development, Disaster Recovery, Market Analysis
Education
Institut d'Etudes Politiques de Paris / Sciences Po Paris 1989 — 1991
Graduate School, Economics and Finance
Université Panthéon Sorbonne (Paris I) 1985 — 1989
Master's degree, Business Law and Tax Legislation
Buddy / Walter Reisinger, Jr. Buddy / Walter Reisinger, Jr.'s Guggenheim Partners Experience September 2007 - January 2009
Job The Gatekeeper @ Hill Investment Group
Industry Financial Services
Experience
Hill Investment Group February 2009 - Present
The LongView Partners May 2010 - January 2015
Guggenheim Partners September 2007 - January 2009
Merrill Lynch April 2002 - September 2007
The Legacy Specialists January 2002 - April 2002
Brownlie, Braden, et. al. April 1997 - December 2001
Northwestern Mutual 1999 - 2001
Anheuser-Busch 1985 - 1997
Skills
Investments, Asset Management, Wealth Management, Business Development, Strategic Planning, Retirement Planning, Strategic Financial..., Alternative Investments, Finance, Asset Allocation, Investment Management, Investment Advisory, Sales, Private Equity, Mutual Funds
Education
Princeton University 1981 — 1985
AB, Economics
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
Master of Business Administration (M.B.A.), Finance & Marketing
MICDS 1973 — 1981
St. Louis Country Day School 1973 — 1981
Hill Investment Group February 2009 - Present
The LongView Partners May 2010 - January 2015
Guggenheim Partners September 2007 - January 2009
Merrill Lynch April 2002 - September 2007
The Legacy Specialists January 2002 - April 2002
Brownlie, Braden, et. al. April 1997 - December 2001
Northwestern Mutual 1999 - 2001
Anheuser-Busch 1985 - 1997
Skills
Investments, Asset Management, Wealth Management, Business Development, Strategic Planning, Retirement Planning, Strategic Financial..., Alternative Investments, Finance, Asset Allocation, Investment Management, Investment Advisory, Sales, Private Equity, Mutual Funds
Education
Princeton University 1981 — 1985
AB, Economics
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
Master of Business Administration (M.B.A.), Finance & Marketing
MICDS 1973 — 1981
St. Louis Country Day School 1973 — 1981
Christopher Prisco's Guggenheim Partners Experience March 2015 - April 2015
Job Graduated Princeton University
Industry Financial Services
Experience
Guggenheim Partners March 2015 - April 2015
Rutter Associates October 2014 - March 2015
Blinking Cowboys June 2013 - August 2013
Long Island Employee Benefits Group, Ltd. (LIEBG) July 2011 - August 2011
Education
Princeton University 2010 — 2014
Bachelor's Degree, Economics
Chaminade High School
Princeton University
A.B, Economics
Guggenheim Partners March 2015 - April 2015
Rutter Associates October 2014 - March 2015
Blinking Cowboys June 2013 - August 2013
Long Island Employee Benefits Group, Ltd. (LIEBG) July 2011 - August 2011
Education
Princeton University 2010 — 2014
Bachelor's Degree, Economics
Chaminade High School
Princeton University
A.B, Economics
Igor Mladenovic's Guggenheim Partners Experience June 2014 - May 2015
Job FSO Assurance at EY
Industry Financial Services
Experience
EY July 2015 - Present
Guggenheim Partners June 2014 - May 2015
JPMorgan Chase 2013 - May 2014
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Research, Windows, English, HTML, Accounting, Negotiation, Blogging, Capital Markets, Public Speaking, Financial Analysis, Access, Analysis, Asset Allocation, Bloomberg, Data Analysis, Economics, Financial Reporting, Financial Modeling
Education
St. Francis College 2010 — 2015
M.S. / B.S. Accounting and B.A. Economics, Concentration: Finance
EY July 2015 - Present
Guggenheim Partners June 2014 - May 2015
JPMorgan Chase 2013 - May 2014
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Research, Windows, English, HTML, Accounting, Negotiation, Blogging, Capital Markets, Public Speaking, Financial Analysis, Access, Analysis, Asset Allocation, Bloomberg, Data Analysis, Economics, Financial Reporting, Financial Modeling
Education
St. Francis College 2010 — 2015
M.S. / B.S. Accounting and B.A. Economics, Concentration: Finance
Robert Krayn Robert Krayn's Guggenheim Partners Experience March 2013 - May 2014
Job Associate at MidOcean Credit Partners
Industry Investment Management
Experience
MidOcean Partners May 2014 - Present
Guggenheim Partners March 2013 - May 2014
BNY Mellon February 2012 - March 2013
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Commercial Banking, Equity Research, Funding, Leveraged Finance, corporate banking, Structured Finance, M&A Modeling, Restructuring, Debt Restructuring, FIG, Leveraged Lending, Credit, Credit Analysis, Telecommunications, Equity Capital Markets, Special Situations..., Special Situations, Distressed Debt, Distressed M&A, Rail, Aerospace Manufacturing, TMT, High Yield Bonds, High Yield, Bloomberg, Corporate Finance
Education
Rutgers University 2007 — 2011
BSc, Finance, GPA: 3.9
MidOcean Partners May 2014 - Present
Guggenheim Partners March 2013 - May 2014
BNY Mellon February 2012 - March 2013
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Commercial Banking, Equity Research, Funding, Leveraged Finance, corporate banking, Structured Finance, M&A Modeling, Restructuring, Debt Restructuring, FIG, Leveraged Lending, Credit, Credit Analysis, Telecommunications, Equity Capital Markets, Special Situations..., Special Situations, Distressed Debt, Distressed M&A, Rail, Aerospace Manufacturing, TMT, High Yield Bonds, High Yield, Bloomberg, Corporate Finance
Education
Rutgers University 2007 — 2011
BSc, Finance, GPA: 3.9
Elena Boeva's Guggenheim Partners Experience 2013 - Present
Job Business Risk Management at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners 2013 - Present
GAIM Cayman Ops 2015 Roundtable April 2015 - April 2015
Canadian Annual Derivatives Conference 2015 2015 - 2015
Skytop Strategies Conference Panel 2015 - 2015
Managed Funds Association Conference - Network 2014 January 2014 - January 2014
Towers Watson February 2013 - May 2013
Ontario Teachers' Pension Plan October 2007 - January 2013
Morgan Stanley Investment Management January 2006 - May 2007
Ernst & Young 2002 - 2006
Skills
Operational Due..., Hedge Funds, Operational Risk..., Alternative Investments, Managed Accounts, Asset Management, Investor Relations, Institutional Investors, Project Management, Fund Of Funds, Separately Managed..., Asset Managment, Institutional..., Managing Accounts, Capital Markets, Investment Management
Education
Wake Forest University 2000 — 2002
MS, Accounting
Salem College 1996 — 2000
BA, Business Administration and Economics
Guggenheim Partners 2013 - Present
GAIM Cayman Ops 2015 Roundtable April 2015 - April 2015
Canadian Annual Derivatives Conference 2015 2015 - 2015
Skytop Strategies Conference Panel 2015 - 2015
Managed Funds Association Conference - Network 2014 January 2014 - January 2014
Towers Watson February 2013 - May 2013
Ontario Teachers' Pension Plan October 2007 - January 2013
Morgan Stanley Investment Management January 2006 - May 2007
Ernst & Young 2002 - 2006
Skills
Operational Due..., Hedge Funds, Operational Risk..., Alternative Investments, Managed Accounts, Asset Management, Investor Relations, Institutional Investors, Project Management, Fund Of Funds, Separately Managed..., Asset Managment, Institutional..., Managing Accounts, Capital Markets, Investment Management
Education
Wake Forest University 2000 — 2002
MS, Accounting
Salem College 1996 — 2000
BA, Business Administration and Economics
Jared Isenstein Jared Isenstein's Guggenheim Partners Experience December 2012 - April 2013
Job Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Guggenheim Partners December 2012 - April 2013
Caldwell and Orkin, Inc. July 2012 - August 2012
Governor Chris Christie February 2012 - May 2012
Office of Congressman Tom Price July 2011 - September 2011
Lowance Center for Human Immunology June 2007 - November 2009
Skills
Research, Microsoft Excel, Stata, Data Analysis, Financial Analysis, Quantitative Analytics, Spanish, Statistics, Equities, Value Investing, Strategy, Intranet Quorum, Hebrew, Lexis, Economics, Financial Modeling, M&A analysis, Mergers & Acquisitions, Leadership, Public Speaking, Microsoft Office, PowerPoint
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Public and International Affairs, Senior
Woodward Academy 2006 — 2010
HS Diploma
Deutsche Bank July 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Guggenheim Partners December 2012 - April 2013
Caldwell and Orkin, Inc. July 2012 - August 2012
Governor Chris Christie February 2012 - May 2012
Office of Congressman Tom Price July 2011 - September 2011
Lowance Center for Human Immunology June 2007 - November 2009
Skills
Research, Microsoft Excel, Stata, Data Analysis, Financial Analysis, Quantitative Analytics, Spanish, Statistics, Equities, Value Investing, Strategy, Intranet Quorum, Hebrew, Lexis, Economics, Financial Modeling, M&A analysis, Mergers & Acquisitions, Leadership, Public Speaking, Microsoft Office, PowerPoint
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Public and International Affairs, Senior
Woodward Academy 2006 — 2010
HS Diploma
Sabaha Ahmed's Guggenheim Partners Experience October 2014 - March 2015
Job Performance Measurement and Client Reporting at HSBC Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management July 2015 - Present
Guggenheim Partners October 2014 - March 2015
HSBC Securities August 2013 - October 2014
Albridge Solutions, a BNY Mellon Company May 2012 - August 2013
Pershing LLC, a BNY Mellon Company June 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Oracle SQL Developer, Visio, Oracle Crystal Ball, Analysis, Management, Access, Financial Analysis
Education
Stevens Institute of Technology 2008 — 2012
Business and Technology, Finance
HSBC Global Asset Management July 2015 - Present
Guggenheim Partners October 2014 - March 2015
HSBC Securities August 2013 - October 2014
Albridge Solutions, a BNY Mellon Company May 2012 - August 2013
Pershing LLC, a BNY Mellon Company June 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Oracle SQL Developer, Visio, Oracle Crystal Ball, Analysis, Management, Access, Financial Analysis
Education
Stevens Institute of Technology 2008 — 2012
Business and Technology, Finance
Kelly Andricopoulos's Guggenheim Partners Experience May 2013 - Present
Job at
Industry Financial Services
Experience
Guggenheim Partners May 2013 - Present
Guggenheim Partners June 2010 - May 2013
Meadows Financial Group /Northwestern Mutual May 2009 - June 2010
Meadows Financial Group/Northwestern Mutual December 2008 - May 2009
Credit Suisse June 2007 - August 2007
Skills
Financial Modeling, Bloomberg, Financial Analysis, Investments, Fixed Income, Valuation, Corporate Finance, Management, Asset Allocation, CRM, Marketing, Finance, Fixed Annuities, Alternative Investments
Education
Quinnipiac University - School of Business 2005 — 2009
Bachelor of Science, Financial Management
Guggenheim Partners May 2013 - Present
Guggenheim Partners June 2010 - May 2013
Meadows Financial Group /Northwestern Mutual May 2009 - June 2010
Meadows Financial Group/Northwestern Mutual December 2008 - May 2009
Credit Suisse June 2007 - August 2007
Skills
Financial Modeling, Bloomberg, Financial Analysis, Investments, Fixed Income, Valuation, Corporate Finance, Management, Asset Allocation, CRM, Marketing, Finance, Fixed Annuities, Alternative Investments
Education
Quinnipiac University - School of Business 2005 — 2009
Bachelor of Science, Financial Management
Wellington Luna Wellington Luna's Guggenheim Partners Experience September 2014 - January 2015
Job Senior Desktop Support Engineer at Oak Hill Advisors, L.P.
Industry Financial Services
Experience
Oak Hill Advisors, L.P. January 2015 - Present
Guggenheim Partners September 2014 - January 2015
Nordea Asset Management March 2012 - September 2014
Jefferies & Company November 2011 - December 2011
Capital Group May 2006 - December 2010
Oliver Wyman September 2004 - December 2005
BlackRock July 2001 - March 2004
Skills
Imaging Systems, Blackberry Enterprise..., Windows 7, Computer Repair, Software Installation, Software Training, Software Project..., Remote Support, Software Distribution, Video Conferencing, IP telephony, TCP/IP, network support, Bloomberg Terminal, Reuters, Capital IQ, Factset, Project Planning, Project Coordination, Project Implementation, Research, Documentation, Lotus Notes, Novell Netware, Active Directory, HTML, IT - busines liason, Hands-on Training, Help Desk Support, Information Technology, Network Administration, Remote Desktop, Software Documentation, Telephony, VPN, Imaging Science, Servers
Education
SUNY Polytechnic Institute 1998 — 2000
Bachelors, Computer Information Systems
Oak Hill Advisors, L.P. January 2015 - Present
Guggenheim Partners September 2014 - January 2015
Nordea Asset Management March 2012 - September 2014
Jefferies & Company November 2011 - December 2011
Capital Group May 2006 - December 2010
Oliver Wyman September 2004 - December 2005
BlackRock July 2001 - March 2004
Skills
Imaging Systems, Blackberry Enterprise..., Windows 7, Computer Repair, Software Installation, Software Training, Software Project..., Remote Support, Software Distribution, Video Conferencing, IP telephony, TCP/IP, network support, Bloomberg Terminal, Reuters, Capital IQ, Factset, Project Planning, Project Coordination, Project Implementation, Research, Documentation, Lotus Notes, Novell Netware, Active Directory, HTML, IT - busines liason, Hands-on Training, Help Desk Support, Information Technology, Network Administration, Remote Desktop, Software Documentation, Telephony, VPN, Imaging Science, Servers
Education
SUNY Polytechnic Institute 1998 — 2000
Bachelors, Computer Information Systems
Vincent White Vincent White's Guggenheim Partners Experience October 2012 - July 2014
Job Engineering Manager at BMR Energy, LLC
Industry Venture Capital & Private Equity
Experience
BMR Energy, LLC July 2014 - Present
Guggenheim Partners October 2012 - July 2014
RREEF Infrastructure Americas (a Deutsche Bank Company) June 2011 - October 2012
International Power America, Inc. 2010 - June 2011
North American Energy Alliance, LLC 2008 - 2009
Con Edison Development, Inc. 2004 - 2008
Con Edison Development, Inc. 2001 - 2004
GPU International, Inc. 1993 - 2000
GPU International, Inc. 1985 - 1993
Skills
Solar Energy, Energy, Wind, Electric Power, Energy Markets, Due Diligence, Power Generation, Renewable Energy, Mergers & Acquisitions, Gas Turbines, Project Finance, Power Plants, Factory, Petroleum, Asset Managment, Contract Management, Business Development, Energy Management, Contract Negotiation, Management, Negotiation, Budgets, Portfolio Management, EPC, Turbines, Gas, Construction, Natural Gas, Asset Management, Investments, Engineering, Leadership, Commodity Markets, Energy Efficiency, Finance, Private Equity, Project Management, Financial Modeling
Education
Rensselaer Polytechnic Institute 1967 — 1972
Bachelor of Science (BS), Environmental Engineering
BMR Energy, LLC July 2014 - Present
Guggenheim Partners October 2012 - July 2014
RREEF Infrastructure Americas (a Deutsche Bank Company) June 2011 - October 2012
International Power America, Inc. 2010 - June 2011
North American Energy Alliance, LLC 2008 - 2009
Con Edison Development, Inc. 2004 - 2008
Con Edison Development, Inc. 2001 - 2004
GPU International, Inc. 1993 - 2000
GPU International, Inc. 1985 - 1993
Skills
Solar Energy, Energy, Wind, Electric Power, Energy Markets, Due Diligence, Power Generation, Renewable Energy, Mergers & Acquisitions, Gas Turbines, Project Finance, Power Plants, Factory, Petroleum, Asset Managment, Contract Management, Business Development, Energy Management, Contract Negotiation, Management, Negotiation, Budgets, Portfolio Management, EPC, Turbines, Gas, Construction, Natural Gas, Asset Management, Investments, Engineering, Leadership, Commodity Markets, Energy Efficiency, Finance, Private Equity, Project Management, Financial Modeling
Education
Rensselaer Polytechnic Institute 1967 — 1972
Bachelor of Science (BS), Environmental Engineering
Jim Minogue Jim Minogue's Guggenheim Partners Experience September 2013 - Present
Job Senior Managing Director & Chief Human Resources Officer at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Partners September 2013 - Present
The Executive Forum December 2009 - Present
Catholic Charities of Brooklyn and Queens January 2005 - Present
Gleacher & Company December 2011 - September 2013
Golub Capital September 2011 - December 2011
Excelsior Consulting LLC April 2009 - December 2011
UBS Financial Services November 2007 - March 2009
Brown Brothers Harriman August 1999 - November 2007
Arthur Andersen November 1995 - August 1999
Swiss Bank Corporation, New York 1990 - 1995
Skills
Talent Management, Succession Planning, Mergers, Employee Relations, Performance Management, Change Management, Talent Acquisition, Recruiting, Employee Engagement, Management Consulting, Human Resources, Employee Benefits, Strategic Planning, Personnel Management, Executive Coaching, Deferred Compensation, Financial Services, Due Diligence, HR Transformation, Organizational Design, Business Strategy, Leadership, Mergers & Acquisitions, Organizational..., HRIS, Management, Business Planning, HR Consulting, Risk Management, Leadership Development, Training, Restructuring, Executive Management
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Business/Management
Guggenheim Partners September 2013 - Present
The Executive Forum December 2009 - Present
Catholic Charities of Brooklyn and Queens January 2005 - Present
Gleacher & Company December 2011 - September 2013
Golub Capital September 2011 - December 2011
Excelsior Consulting LLC April 2009 - December 2011
UBS Financial Services November 2007 - March 2009
Brown Brothers Harriman August 1999 - November 2007
Arthur Andersen November 1995 - August 1999
Swiss Bank Corporation, New York 1990 - 1995
Skills
Talent Management, Succession Planning, Mergers, Employee Relations, Performance Management, Change Management, Talent Acquisition, Recruiting, Employee Engagement, Management Consulting, Human Resources, Employee Benefits, Strategic Planning, Personnel Management, Executive Coaching, Deferred Compensation, Financial Services, Due Diligence, HR Transformation, Organizational Design, Business Strategy, Leadership, Mergers & Acquisitions, Organizational..., HRIS, Management, Business Planning, HR Consulting, Risk Management, Leadership Development, Training, Restructuring, Executive Management
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Business/Management
Andrew Gelston Andrew Gelston's Guggenheim Partners Experience June 2012 - August 2012
Job Associate Business Analyst at NextEra Energy Resources
Industry Renewables & Environment
Experience
NextEra Energy Resources February 2015 - Present
NextEra Energy Resources June 2014 - August 2014
Guggenheim Partners June 2012 - August 2012
Skills
Microsoft Excel, Research, Financial Accounting, Entrepreneurship, Microsoft Office, Microsoft Word, Teamwork, Social Media, VBA, Excel models, Financial Modeling, Solar Energy, Electronic Trading, Energy Storage, Lithium-ion Batteries, Data Analysis, Power Distribution, Power Generation, Oil & Gas Industry, Social Media Marketing, Sustainable Energy, Energy, Solar PV, Smart Grid, Utility Industry, Electric Utility, PowerPoint, Public Speaking, Social Networking, Economics, Editing, Financial Analysis, Buffer, IFTTT, Feedly, Quora, Quandl, Tableau, Corporate Finance, Data Mining, Data Modeling, Qualitative Research, Online Research, Strategy, Finance, Renewable Energy
Education
The Johns Hopkins University 2010 — 2015
Bachelor's degree, Economics
Stanford University 2013 — 2013
Summer Course Credit,, Physics 1-3
The Lawrenceville School 2006 — 2010
NextEra Energy Resources February 2015 - Present
NextEra Energy Resources June 2014 - August 2014
Guggenheim Partners June 2012 - August 2012
Skills
Microsoft Excel, Research, Financial Accounting, Entrepreneurship, Microsoft Office, Microsoft Word, Teamwork, Social Media, VBA, Excel models, Financial Modeling, Solar Energy, Electronic Trading, Energy Storage, Lithium-ion Batteries, Data Analysis, Power Distribution, Power Generation, Oil & Gas Industry, Social Media Marketing, Sustainable Energy, Energy, Solar PV, Smart Grid, Utility Industry, Electric Utility, PowerPoint, Public Speaking, Social Networking, Economics, Editing, Financial Analysis, Buffer, IFTTT, Feedly, Quora, Quandl, Tableau, Corporate Finance, Data Mining, Data Modeling, Qualitative Research, Online Research, Strategy, Finance, Renewable Energy
Education
The Johns Hopkins University 2010 — 2015
Bachelor's degree, Economics
Stanford University 2013 — 2013
Summer Course Credit,, Physics 1-3
The Lawrenceville School 2006 — 2010
Erin Partridge, PHR's Guggenheim Partners Experience July 2013 - Present
Job Human Resource Professional
Industry Human Resources
Experience
Guggenheim Partners July 2013 - Present
Trading Technologies July 2012 - May 2013
W.W. Grainger June 2011 - August 2012
Terra Nova Financial Group LLC (Lightspeed Financial LLC) December 2009 - November 2010
Big Bolt Corporation, June 2008 - December 2009
Skills
HRIS, Payroll, HR Policies, SAP HR, ADP Payroll, ADP HRB, Performance Management, Employee Relations, Employee Benefits, Employment Law, Acquisitions, Development Of Employees, Total Rewards, Employee Handbooks, Compensation & Benefit, Ceridian Payroll System, Interviews, Time Management
Education
Roosevelt University 2009 — 2011
Masters in HRM, Human Resource Management
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (BS), Sociology
Barrington High School 2000 — 2004
Guggenheim Partners July 2013 - Present
Trading Technologies July 2012 - May 2013
W.W. Grainger June 2011 - August 2012
Terra Nova Financial Group LLC (Lightspeed Financial LLC) December 2009 - November 2010
Big Bolt Corporation, June 2008 - December 2009
Skills
HRIS, Payroll, HR Policies, SAP HR, ADP Payroll, ADP HRB, Performance Management, Employee Relations, Employee Benefits, Employment Law, Acquisitions, Development Of Employees, Total Rewards, Employee Handbooks, Compensation & Benefit, Ceridian Payroll System, Interviews, Time Management
Education
Roosevelt University 2009 — 2011
Masters in HRM, Human Resource Management
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (BS), Sociology
Barrington High School 2000 — 2004
Brian Churchill's Guggenheim Partners Experience May 2013 - Present
Job Mailroom Supervisor at Guggenheim Partners
Industry Nonprofit Organization Management
Experience
Guggenheim Partners May 2013 - Present
International Rescue Committee April 2009 - May 2013
International Rescue Committee December 2005 - March 2009
Cox Enterprises January 2005 - June 2005
Skills
International &..., Facilities Operations, Operations Management, Personnel Supervision, Storage Industry, Mailroom Operations, Conference Services, Building Internal &..., Vendor Partnerships, Non-profits, International..., Nonprofits, Program Development
Education
SUNY Cortland 2001 — 2005
Bachelor of Science (BS), Sport and Fitness Administration/Management
Guggenheim Partners May 2013 - Present
International Rescue Committee April 2009 - May 2013
International Rescue Committee December 2005 - March 2009
Cox Enterprises January 2005 - June 2005
Skills
International &..., Facilities Operations, Operations Management, Personnel Supervision, Storage Industry, Mailroom Operations, Conference Services, Building Internal &..., Vendor Partnerships, Non-profits, International..., Nonprofits, Program Development
Education
SUNY Cortland 2001 — 2005
Bachelor of Science (BS), Sport and Fitness Administration/Management
Jeffrey Frusciante's Guggenheim Partners Experience June 2013 - February 2015
Job Associate at Brigade Capital Management, LP
Industry Investment Banking
Experience
Brigade Capital Management, LP February 2015 - Present
Guggenheim Partners June 2013 - February 2015
UBS Investment Bank December 2012 - June 2013
Buckingham Capital Management, Inc. May 2012 - August 2012
ARTIO GLOBAL INVESTORS, INC. May 2010 - August 2011
Skills
Bloomberg, Microsoft Excel, Bloomberg Terminal, Bloomberg API Download, BlackRock Aladdin, Wall Street Office, World Bank Data Base, Advent Axys, Advent Partners, Morgan Stanley..., Microsoft Word, Microsoft PowerPoint, Microsoft Access
Education
The Catholic University of America 2008 — 2012
BSBA, Finance
Brigade Capital Management, LP February 2015 - Present
Guggenheim Partners June 2013 - February 2015
UBS Investment Bank December 2012 - June 2013
Buckingham Capital Management, Inc. May 2012 - August 2012
ARTIO GLOBAL INVESTORS, INC. May 2010 - August 2011
Skills
Bloomberg, Microsoft Excel, Bloomberg Terminal, Bloomberg API Download, BlackRock Aladdin, Wall Street Office, World Bank Data Base, Advent Axys, Advent Partners, Morgan Stanley..., Microsoft Word, Microsoft PowerPoint, Microsoft Access
Education
The Catholic University of America 2008 — 2012
BSBA, Finance
Sandra Shi Sandra Shi's Guggenheim Partners Experience July 2014 - September 2014
Job Western Asset Management
Industry Investment Management
Experience
Western Asset Management October 2014 - Present
Guggenheim Partners July 2014 - September 2014
Altegris Investments February 2013 - April 2014
Dorchester Capital January 2012 - February 2013
Barrington Wilshire Partner October 2011 - December 2011
UCLA Anderson School of Management January 2011 - December 2011
First Quadrant June 2011 - August 2011
Municipal Securities Rulemaking Board July 2008 - January 2011
Lockheed Martin 2004 - 2008
Skills
Chartered Financial..., Passed CFA Level I, Passed FRM Level I, Quantitative Analytics, Portfolio Management, Trading, Analysis, Programming, Financial Analysis, Fixed Income, Asset Management, Statistics, Data Analysis, Statistical Modeling, Equities, Matlab
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2011
Master of Financial Engineering, Financial Engineering
University of Alabama at Birmingham 2002 — 2004
Master, Computer Science
Shanghai Jiao Tong University 1997 — 2001
Bachelor, Computer Science
Shanghai No.3 Girls Middle/High School 1991 — 1997
Western Asset Management October 2014 - Present
Guggenheim Partners July 2014 - September 2014
Altegris Investments February 2013 - April 2014
Dorchester Capital January 2012 - February 2013
Barrington Wilshire Partner October 2011 - December 2011
UCLA Anderson School of Management January 2011 - December 2011
First Quadrant June 2011 - August 2011
Municipal Securities Rulemaking Board July 2008 - January 2011
Lockheed Martin 2004 - 2008
Skills
Chartered Financial..., Passed CFA Level I, Passed FRM Level I, Quantitative Analytics, Portfolio Management, Trading, Analysis, Programming, Financial Analysis, Fixed Income, Asset Management, Statistics, Data Analysis, Statistical Modeling, Equities, Matlab
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2011
Master of Financial Engineering, Financial Engineering
University of Alabama at Birmingham 2002 — 2004
Master, Computer Science
Shanghai Jiao Tong University 1997 — 2001
Bachelor, Computer Science
Shanghai No.3 Girls Middle/High School 1991 — 1997
Koushaw Ghaffarian Koushaw Ghaffarian's Guggenheim Partners Experience July 2014 - September 2015
Job Corporate Development Associate at Liberty Media
Industry Financial Services
Experience
Guggenheim Partners July 2014 - September 2015
Guggenheim Securities June 2013 - August 2013
Takenaka Partners LLC August 2012 - March 2013
Harvey & Company LLC June 2012 - August 2012
Federal Communications Commission June 2011 - August 2011
California Public Interest and Research Group January 2011 - May 2011
University of Southern California Office of the Comptroller September 2010 - April 2011
A To Z Printing June 2010 - August 2010
Skills
Adobe Creative Suite, Microsoft Office, Farsi, Facebook, PowerPoint, Research, Microsoft Excel, Non-profits, Social Media Marketing, Microsoft Word, Photoshop, Market Research, Public Relations, Marketing, Data Analysis, Editing, Community Outreach
Education
University of Southern California 2010 — 2013
Bachelor's degree, BS: Economics & Mathematics, BA: Political Science
The George Washington University 2009 — 2010
Guggenheim Partners July 2014 - September 2015
Guggenheim Securities June 2013 - August 2013
Takenaka Partners LLC August 2012 - March 2013
Harvey & Company LLC June 2012 - August 2012
Federal Communications Commission June 2011 - August 2011
California Public Interest and Research Group January 2011 - May 2011
University of Southern California Office of the Comptroller September 2010 - April 2011
A To Z Printing June 2010 - August 2010
Skills
Adobe Creative Suite, Microsoft Office, Farsi, Facebook, PowerPoint, Research, Microsoft Excel, Non-profits, Social Media Marketing, Microsoft Word, Photoshop, Market Research, Public Relations, Marketing, Data Analysis, Editing, Community Outreach
Education
University of Southern California 2010 — 2013
Bachelor's degree, BS: Economics & Mathematics, BA: Political Science
The George Washington University 2009 — 2010
Spenser Huston Jr. Spenser Huston Jr.'s Guggenheim Partners Experience February 2015 - August 2015
Job Student at Princeton University
Industry Financial Services
Experience
Guggenheim Partners February 2015 - August 2015
Logan Circle Partners June 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Teamwork, Social Media, Data Analysis, Event Planning, Customer Service
Education
Princeton University 2011 — 2016
Economics
Delbarton School 2008 — 2011
Guggenheim Partners February 2015 - August 2015
Logan Circle Partners June 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Teamwork, Social Media, Data Analysis, Event Planning, Customer Service
Education
Princeton University 2011 — 2016
Economics
Delbarton School 2008 — 2011
Robert Recine's Guggenheim Partners Experience July 2015 - Present
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
Morgan Stanley October 2014 - January 2015
Wright Investors' Service May 2013 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Microsoft Office, Teamwork, Outlook, Access, Time Management, Facebook, Social Media, Customer Service, Leadership, Social Networking, SPSS, Research, Public Speaking, Event Planning, Team Leadership, Data Analysis
Education
Quinnipiac University - School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Guggenheim Partners July 2015 - Present
Morgan Stanley October 2014 - January 2015
Wright Investors' Service May 2013 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Microsoft Office, Teamwork, Outlook, Access, Time Management, Facebook, Social Media, Customer Service, Leadership, Social Networking, SPSS, Research, Public Speaking, Event Planning, Team Leadership, Data Analysis
Education
Quinnipiac University - School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Chris Forney, CFA Chris Forney, CFA's Guggenheim Partners Experience March 2013 - October 2014
Job Analyst at CW Financial Services LLC
Industry Investment Management
Experience
CW Financial Services LLC October 2014 - Present
Guggenheim Partners March 2013 - October 2014
Guggenheim Partners November 2009 - March 2013
Guggenheim Partners October 2007 - November 2009
Student Managed Investment Portfolio Organization (SMIPO) September 2006 - April 2007
Skills
Bloomberg Terminal, Microsoft Excel, VBA, Investments, Asset Managment, Equities, Financial Analysis, Fixed Income, Valuation, Microsoft Office, Bloomberg, Mutual Funds, Asset Management, Derivatives, Securities, Capital Markets, Alternative Investments, Corporate Finance, Options, Finance, Analysis
Education
Radford University 2003 — 2007
Bachelor of Business Administration (BBA), Finance, 3.49
CW Financial Services LLC October 2014 - Present
Guggenheim Partners March 2013 - October 2014
Guggenheim Partners November 2009 - March 2013
Guggenheim Partners October 2007 - November 2009
Student Managed Investment Portfolio Organization (SMIPO) September 2006 - April 2007
Skills
Bloomberg Terminal, Microsoft Excel, VBA, Investments, Asset Managment, Equities, Financial Analysis, Fixed Income, Valuation, Microsoft Office, Bloomberg, Mutual Funds, Asset Management, Derivatives, Securities, Capital Markets, Alternative Investments, Corporate Finance, Options, Finance, Analysis
Education
Radford University 2003 — 2007
Bachelor of Business Administration (BBA), Finance, 3.49
Ryan Grateke, CPA Ryan Grateke, CPA's Guggenheim Partners Experience April 2013 - August 2014
Job Manager, Strategy | Disney Media Networks (ABC Television Group) at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company September 2014 - Present
Guggenheim Partners April 2013 - August 2014
Credit Suisse July 2011 - April 2013
Highland Capital Management January 2009 - August 2009
Highland Capital Management May 2008 - January 2009
Highland Capital Management August 2006 - May 2008
Ernst & Young June 2004 - August 2006
Skills
Investment Banking, Private Equity, Valuation, Media & Entertainment, Mergers & Acquisitions, Hedge Funds, Investments, Corporate Development, Business Development, Strategy, Finance, Team Leadership, Financial Analysis, Digital Media, Television, Competitive Analysis, Portfolio Management, Corporate Finance, Equities, Operating Models, Financial Structuring, Start-ups, Debt & Equity Financing, Due Diligence, Film, Strategic Financial..., Joint Ventures, Accounting, Private Placements, CPA, Capital Markets, Operations Management, Structured Finance, IPO, Investment Management, Structured Products, Financial Modeling, Bonds, Broadcast Television, CDOs, LBO, Leveraged Finance
Education
The University of Chicago Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.) - Accounting
The Walt Disney Company September 2014 - Present
Guggenheim Partners April 2013 - August 2014
Credit Suisse July 2011 - April 2013
Highland Capital Management January 2009 - August 2009
Highland Capital Management May 2008 - January 2009
Highland Capital Management August 2006 - May 2008
Ernst & Young June 2004 - August 2006
Skills
Investment Banking, Private Equity, Valuation, Media & Entertainment, Mergers & Acquisitions, Hedge Funds, Investments, Corporate Development, Business Development, Strategy, Finance, Team Leadership, Financial Analysis, Digital Media, Television, Competitive Analysis, Portfolio Management, Corporate Finance, Equities, Operating Models, Financial Structuring, Start-ups, Debt & Equity Financing, Due Diligence, Film, Strategic Financial..., Joint Ventures, Accounting, Private Placements, CPA, Capital Markets, Operations Management, Structured Finance, IPO, Investment Management, Structured Products, Financial Modeling, Bonds, Broadcast Television, CDOs, LBO, Leveraged Finance
Education
The University of Chicago Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.) - Accounting
Paul Paternoster Paul Paternoster's Guggenheim Partners Experience March 2014 - April 2014
Job Leasing Consultant at Tivoli Apartments, Virginia Beach
Industry Real Estate
Experience
Artcraft Management, Inc. December 2014 - Present
American Pool Management May 2014 - December 2014
Guggenheim Partners March 2014 - April 2014
Seton Hall University June 2012 - July 2012
Felician College June 2009 - August 2009
Skills
PowerPoint, SPSS, Sales, European History, Microsoft Excel, Microsoft Office, History, Mathematics, Report Writing, Sports Writing, American History, Facebook, Microsoft Word, Research, Geography, Political History, Literature, Written & Verbal..., Teamwork, Social Media, Customer Service, World History, Military History, English Literature, Crystal Reports, Historical Research, Social Sciences, Political Science, English grammar, English, Property Management, Leadership, Social Networking, Time Management
Education
Saint Joseph's University 2009 — 2013
Bachelor of Arts (B.A.), History
Artcraft Management, Inc. December 2014 - Present
American Pool Management May 2014 - December 2014
Guggenheim Partners March 2014 - April 2014
Seton Hall University June 2012 - July 2012
Felician College June 2009 - August 2009
Skills
PowerPoint, SPSS, Sales, European History, Microsoft Excel, Microsoft Office, History, Mathematics, Report Writing, Sports Writing, American History, Facebook, Microsoft Word, Research, Geography, Political History, Literature, Written & Verbal..., Teamwork, Social Media, Customer Service, World History, Military History, English Literature, Crystal Reports, Historical Research, Social Sciences, Political Science, English grammar, English, Property Management, Leadership, Social Networking, Time Management
Education
Saint Joseph's University 2009 — 2013
Bachelor of Arts (B.A.), History
Karen Boyle Karen Boyle's Guggenheim Partners Experience June 2013 - April 2014
Job Executive Assistant at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2014 - Present
Guggenheim Partners June 2013 - April 2014
Universal WorldEvents January 2012 - June 2013
Alliance Healthcare Information August 2011 - January 2012
Alliance Healthcare Information September 2010 - August 2011
Alliance Healthcare Information May 2010 - September 2010
Temple University Housing and Residential Life August 2006 - May 2010
Skills
Quality Assurance, Program Management, Databases, Organization, Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Customer Service, Teamwork, Budgets, Strategic Planning, Social Media Marketing, Events, Cvent, EMS, Event Management
Education
Temple University 2006 — 2010
Bachelor of Arts, Psychology
J.P. Morgan April 2014 - Present
Guggenheim Partners June 2013 - April 2014
Universal WorldEvents January 2012 - June 2013
Alliance Healthcare Information August 2011 - January 2012
Alliance Healthcare Information September 2010 - August 2011
Alliance Healthcare Information May 2010 - September 2010
Temple University Housing and Residential Life August 2006 - May 2010
Skills
Quality Assurance, Program Management, Databases, Organization, Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Customer Service, Teamwork, Budgets, Strategic Planning, Social Media Marketing, Events, Cvent, EMS, Event Management
Education
Temple University 2006 — 2010
Bachelor of Arts, Psychology
William Reid's Guggenheim Partners Experience October 2012 - Present
Job Senior Managing Director at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners October 2012 - Present
RREEF Infrastructure September 2010 - October 2012
Chartwell Investments September 2001 - August 2010
Morgan Stanley March 1992 - February 2000
Skills
Private Equity, Asset Managment, Investments, Portfolio Management, Financial Modeling, Alternative Investments, Valuation, Due Diligence, Financial Analysis, Venture Capital, LBO, Investment Banking, Investment Management, Bloomberg, Hedge Funds, Capital Markets, Investor Relations, Equities, Finance, Corporate Finance, Mergers, Fixed Income, Financial Structuring, Corporate Development, Leveraged Finance, Project Finance, Series 7
Education
Stanford Graduate School of Business 1978 — 1980
Master of Business Administration (M.B.A.), Finance, General
Yale University 1974 — 1978
Bachelor of Arts (B.A.), History
Guggenheim Partners October 2012 - Present
RREEF Infrastructure September 2010 - October 2012
Chartwell Investments September 2001 - August 2010
Morgan Stanley March 1992 - February 2000
Skills
Private Equity, Asset Managment, Investments, Portfolio Management, Financial Modeling, Alternative Investments, Valuation, Due Diligence, Financial Analysis, Venture Capital, LBO, Investment Banking, Investment Management, Bloomberg, Hedge Funds, Capital Markets, Investor Relations, Equities, Finance, Corporate Finance, Mergers, Fixed Income, Financial Structuring, Corporate Development, Leveraged Finance, Project Finance, Series 7
Education
Stanford Graduate School of Business 1978 — 1980
Master of Business Administration (M.B.A.), Finance, General
Yale University 1974 — 1978
Bachelor of Arts (B.A.), History
Kyle O'Connor's Guggenheim Partners Experience March 2010 - January 2015
Job Vice President of Finance & Accounting at Brookfield Investment Management Inc.
Industry Financial Services
Experience
Brookfield Investment Management Inc. January 2015 - Present
Guggenheim Partners March 2010 - January 2015
Ernst & Young May 2005 - March 2010
Skills
Leadership, Entrepreneurship, Finance, Marketing, Management, Financial Analysis, Strategic Planning, Due Diligence, Accounting, Financial Reporting, Budgets, Auditing, Strategy, US GAAP, Consolidation, Financial Accounting, Financial Modeling, Asset Management, Process Improvement, Analysis, Financial Statements, Sarbanes-Oxley Act, Internal Controls, Managerial Finance, Corporate Finance, Investments, Financial Risk, Real Estate, Personal Development, Forecasting, Problem Solving, Mergers & Acquisitions, Private Equity, Hedge Funds
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MS, Accountancy
Purdue University - Krannert School of Management 2001 — 2005
BS, Management
Cathedral High School 1997 — 2001
Indiana Academic Honors Diploma
Brookfield Investment Management Inc. January 2015 - Present
Guggenheim Partners March 2010 - January 2015
Ernst & Young May 2005 - March 2010
Skills
Leadership, Entrepreneurship, Finance, Marketing, Management, Financial Analysis, Strategic Planning, Due Diligence, Accounting, Financial Reporting, Budgets, Auditing, Strategy, US GAAP, Consolidation, Financial Accounting, Financial Modeling, Asset Management, Process Improvement, Analysis, Financial Statements, Sarbanes-Oxley Act, Internal Controls, Managerial Finance, Corporate Finance, Investments, Financial Risk, Real Estate, Personal Development, Forecasting, Problem Solving, Mergers & Acquisitions, Private Equity, Hedge Funds
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MS, Accountancy
Purdue University - Krannert School of Management 2001 — 2005
BS, Management
Cathedral High School 1997 — 2001
Indiana Academic Honors Diploma
Daniel Van Loh Daniel Van Loh's Guggenheim Partners Experience November 2005 - August 2010
Job Partner and Chief Financial Officer at Rocket Farm Restaurants, LLC
Industry Restaurants
Experience
Rocket Farm Restaurants, LLC June 2011 - Present
Paulus Restaurant Group August 2010 - June 2011
Guggenheim Partners November 2005 - August 2010
Wells Fargo Bank January 2003 - November 2005
Education
Texas A&M University 1998 — 2002
BBA, Finance
Rocket Farm Restaurants, LLC June 2011 - Present
Paulus Restaurant Group August 2010 - June 2011
Guggenheim Partners November 2005 - August 2010
Wells Fargo Bank January 2003 - November 2005
Education
Texas A&M University 1998 — 2002
BBA, Finance
Chetan Marfatia Chetan Marfatia's Guggenheim Partners Experience November 2011 - Present
Job Managing Director at Guggenheim Partners, LLC
Industry Financial Services
Experience
Guggenheim Partners November 2011 - Present
Fixed Income Investors Credit Services, Inc. April 2010 - November 2011
Ambac June 1998 - April 2010
Lehman Brothers May 1994 - May 1998
Donaldson, Lufkin & Jenrette September 1992 - May 1994
MBIA September 1988 - September 1992
Education
Stony Brook University 1983 — 1986
BA, Economics, History
Guggenheim Partners November 2011 - Present
Fixed Income Investors Credit Services, Inc. April 2010 - November 2011
Ambac June 1998 - April 2010
Lehman Brothers May 1994 - May 1998
Donaldson, Lufkin & Jenrette September 1992 - May 1994
MBIA September 1988 - September 1992
Education
Stony Brook University 1983 — 1986
BA, Economics, History
Robington Woods's Guggenheim Partners Experience June 2015 - Present
Job Senior Security Engineer at Guggenheim Partners
Industry Information Technology and Services
Experience
Guggenheim Partners June 2015 - Present
Peters & Associates May 2011 - May 2015
West Monroe Partners January 2008 - May 2011
Skills
Cisco Technologies, Virtualization, Network Engineering, Windows Server, Unified Communications, Network Security, Network Design, VMware ESX, Cloud Computing, Cisco Security, Consulting, Disaster Recovery, VMware vSphere, Infrastructure, Cisco Certified, Cisco Wireless, Wireless Security, Cisco Firewall Security, CCNP, Cisco VPN, HP Networking, Certificate Services, Certificate Authority, Wireless LAN Controller, CCNA, Networking, Cisco ASA, Active Directory, Cycling, Steam Boilers, Pushing the Envelope, VMware, Wireless Networking, PKI, Public Key Cryptography, Cryptography
Education
Purdue University
B.S.
Guggenheim Partners June 2015 - Present
Peters & Associates May 2011 - May 2015
West Monroe Partners January 2008 - May 2011
Skills
Cisco Technologies, Virtualization, Network Engineering, Windows Server, Unified Communications, Network Security, Network Design, VMware ESX, Cloud Computing, Cisco Security, Consulting, Disaster Recovery, VMware vSphere, Infrastructure, Cisco Certified, Cisco Wireless, Wireless Security, Cisco Firewall Security, CCNP, Cisco VPN, HP Networking, Certificate Services, Certificate Authority, Wireless LAN Controller, CCNA, Networking, Cisco ASA, Active Directory, Cycling, Steam Boilers, Pushing the Envelope, VMware, Wireless Networking, PKI, Public Key Cryptography, Cryptography
Education
Purdue University
B.S.
Tanya Lewandowski's Guggenheim Partners Experience June 2011 - Present
Job DirectorCommercial Real Estate Finance at Guggenheim Partners
Industry Banking
Experience
Guggenheim Partners June 2011 - Present
Bank of America July 2008 - June 2011
Fifth Third Bank January 2005 - July 2008
US Bank October 2003 - December 2004
A.G. Edwards January 1999 - October 2003
Skills
Financial Analysis, Portfolio Management, New Business Development, Equity Research, Banking, Credit Analysis, Mutual Funds, Financial Structuring, Loans, Securities, Real Estate Economics, Treasury Management, Asset Management, Derivatives, Due Diligence, Valuation
Education
Saint Louis University 1988 — 1992
B.S. in Business, Finance
Saint Louis University
MBA
Guggenheim Partners June 2011 - Present
Bank of America July 2008 - June 2011
Fifth Third Bank January 2005 - July 2008
US Bank October 2003 - December 2004
A.G. Edwards January 1999 - October 2003
Skills
Financial Analysis, Portfolio Management, New Business Development, Equity Research, Banking, Credit Analysis, Mutual Funds, Financial Structuring, Loans, Securities, Real Estate Economics, Treasury Management, Asset Management, Derivatives, Due Diligence, Valuation
Education
Saint Louis University 1988 — 1992
B.S. in Business, Finance
Saint Louis University
MBA
Ryan Paradis Ryan Paradis's Guggenheim Partners Experience September 2015 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2015 - Present
Citco October 2013 - September 2015
JP Morgan December 2010 - October 2013
Skills
Leadership, Time Management, Organization, Bloomberg, Financial Analysis, Derivatives, Equities, Fixed Income, Data Analysis, Microsoft Excel, PowerPoint, Hedge Funds, Investments, Securities
Education
Penn State University 2008 — 2010
BS, Economics
Guggenheim Partners September 2015 - Present
Citco October 2013 - September 2015
JP Morgan December 2010 - October 2013
Skills
Leadership, Time Management, Organization, Bloomberg, Financial Analysis, Derivatives, Equities, Fixed Income, Data Analysis, Microsoft Excel, PowerPoint, Hedge Funds, Investments, Securities
Education
Penn State University 2008 — 2010
BS, Economics
Kyle Saadeh's Guggenheim Partners Experience June 2015 - August 2015
Job Veteran Associate at Guggenheim Partners
Industry Financial Services
Experience
Seton Hall University January 2013 - Present
United States Army Reserve January 2012 - Present
Guggenheim Partners June 2015 - August 2015
WBB Securities January 2014 - October 2014
US Army December 2007 - September 2011
Skills
Leadership, Army, Military, Intelligence Analysis, Staff Development, Intelligence, Military Experience, PowerPoint, Microsoft Office, Training, Public Speaking, Research, Operational Planning, Government, National Security, Counterterrorism, Microsoft Excel, SQL, SPSS, Multivariate Statistics
Education
Seton Hall University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, 3.6
NCO Professional Development Academy
Warrior Leaders Course
Roger Williams University 2003 — 2007
Bachelor’s Degree, Creative Writing, Political Science
Seton Hall University 2013 — 2015
Master’s Degree, International Relations and Affairs, 3.6
Seton Hall University January 2013 - Present
United States Army Reserve January 2012 - Present
Guggenheim Partners June 2015 - August 2015
WBB Securities January 2014 - October 2014
US Army December 2007 - September 2011
Skills
Leadership, Army, Military, Intelligence Analysis, Staff Development, Intelligence, Military Experience, PowerPoint, Microsoft Office, Training, Public Speaking, Research, Operational Planning, Government, National Security, Counterterrorism, Microsoft Excel, SQL, SPSS, Multivariate Statistics
Education
Seton Hall University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, 3.6
NCO Professional Development Academy
Warrior Leaders Course
Roger Williams University 2003 — 2007
Bachelor’s Degree, Creative Writing, Political Science
Seton Hall University 2013 — 2015
Master’s Degree, International Relations and Affairs, 3.6
Sarah Jeng's Guggenheim Partners Experience July 2015 - Present
Job Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
Guggenheim Partners June 2014 - August 2014
A.M. Best Company June 2013 - August 2013
Skills
Research, Statistics, Mandarin, PowerPoint, Data Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Financial Analysis, Market Research, Qualitative Research
Education
University of Pennsylvania 2011 — 2015
BS, Economics, Finance, Operations and Information Management
Rotterdam School of Management, Erasmus University 2013 — 2014
Guggenheim Partners July 2015 - Present
Guggenheim Partners June 2014 - August 2014
A.M. Best Company June 2013 - August 2013
Skills
Research, Statistics, Mandarin, PowerPoint, Data Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Financial Analysis, Market Research, Qualitative Research
Education
University of Pennsylvania 2011 — 2015
BS, Economics, Finance, Operations and Information Management
Rotterdam School of Management, Erasmus University 2013 — 2014
Eric Foultz Eric Foultz's Guggenheim Partners Experience 2006 - 2009
Job Sr Managing Director, LBJ Family Wealth Advisors
Industry Investment Management
Experience
LBJ Family Wealth Advisors August 2009 - Present
Guggenheim Partners 2006 - 2009
Silver Ventures 1995 - 1999
Ernst & Young 1987 - 1995
Education
Texas A&M University - Mays Business School 1980 — 1986
BBA & MS, Accounting & Tax
LBJ Family Wealth Advisors August 2009 - Present
Guggenheim Partners 2006 - 2009
Silver Ventures 1995 - 1999
Ernst & Young 1987 - 1995
Education
Texas A&M University - Mays Business School 1980 — 1986
BBA & MS, Accounting & Tax
Jeffrey Horowitz's Guggenheim Partners Experience June 2015 - Present
Job Investment Banking Summer Analyst at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Partners June 2015 - Present
Graham Partners June 2014 - August 2014
Osage Venture Partners June 2012 - July 2012
Sparks May 2012 - June 2012
Skills
Financial Modeling, Valuation, Private Equity, Venture Capital, Due Diligence, Financial Analysis, LBO
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Candidate for Bachelor of Science in Economics, Finance and Operations and Information Management
Queen Mary, U. of London 2014 — 2014
Study Abroad Student
Friends' Central School 2005 — 2012
High School Diploma
Guggenheim Partners June 2015 - Present
Graham Partners June 2014 - August 2014
Osage Venture Partners June 2012 - July 2012
Sparks May 2012 - June 2012
Skills
Financial Modeling, Valuation, Private Equity, Venture Capital, Due Diligence, Financial Analysis, LBO
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Candidate for Bachelor of Science in Economics, Finance and Operations and Information Management
Queen Mary, U. of London 2014 — 2014
Study Abroad Student
Friends' Central School 2005 — 2012
High School Diploma
John Van Schaick's Guggenheim Partners Experience June 2015 - Present
Job Senior Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
Spruce Investment Advisors January 2010 - June 2015
The Ayco Company, L.P. August 2005 - May 2008
Skills
Equities, Portfolio Management, Asset Managment, Investments, Bloomberg, Hedge Funds, Financial Analysis, Risk Management, Private Equity, Alternative Investments, Trading, Accounting, Series 7, Valuation, Microsoft Excel, Strategic Financial..., Asset Allocation, Fixed Income, Due Diligence, Derivatives, Securities
Education
The College of Saint Rose 2008 — 2009
MBA, Finance
Rensselaer Polytechnic Institute 2001 — 2005
B.S., Economics
Guggenheim Partners June 2015 - Present
Spruce Investment Advisors January 2010 - June 2015
The Ayco Company, L.P. August 2005 - May 2008
Skills
Equities, Portfolio Management, Asset Managment, Investments, Bloomberg, Hedge Funds, Financial Analysis, Risk Management, Private Equity, Alternative Investments, Trading, Accounting, Series 7, Valuation, Microsoft Excel, Strategic Financial..., Asset Allocation, Fixed Income, Due Diligence, Derivatives, Securities
Education
The College of Saint Rose 2008 — 2009
MBA, Finance
Rensselaer Polytechnic Institute 2001 — 2005
B.S., Economics
Daniel Sloan Daniel Sloan's Guggenheim Partners Experience June 2015 - Present
Job Marketing Operations Specialist at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
Guggenheim Partners April 2014 - June 2015
Loan Officer October 2013 - November 2013
NewDay USA July 2013 - September 2013
Stevenson University August 2009 - May 2013
Skills
Social Networking, Public Speaking, Marketing, PowerPoint, Leadership, Facebook, Sales & Marketing..., Team Leadership, Leadership Development, Marketing Communications, Business Strategy, Business Analysis, People Skills, Always Punctual, Work Ethic, Market Research, Social Media Marketing, Microsoft Office, Microsoft Word, Social Media, Recruiting, Mortgage Lending, Mortgage Banking, Network Marketing, Advertising, Event Planning, Time Management, Customer Service, Microsoft Excel, Teamwork, Research, Sales, Management, Finance, Communication, Data Analysis, Investments, Strategic Planning, Access, Project Management, HTML, Higher Education, Teaching, Event Management, Outlook, Fundraising, Critical Thinking, Marketing Strategy, Public Relations, Photoshop
Education
Stevenson University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Stevenson University 2009 — 2013
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Guggenheim Partners June 2015 - Present
Guggenheim Partners April 2014 - June 2015
Loan Officer October 2013 - November 2013
NewDay USA July 2013 - September 2013
Stevenson University August 2009 - May 2013
Skills
Social Networking, Public Speaking, Marketing, PowerPoint, Leadership, Facebook, Sales & Marketing..., Team Leadership, Leadership Development, Marketing Communications, Business Strategy, Business Analysis, People Skills, Always Punctual, Work Ethic, Market Research, Social Media Marketing, Microsoft Office, Microsoft Word, Social Media, Recruiting, Mortgage Lending, Mortgage Banking, Network Marketing, Advertising, Event Planning, Time Management, Customer Service, Microsoft Excel, Teamwork, Research, Sales, Management, Finance, Communication, Data Analysis, Investments, Strategic Planning, Access, Project Management, HTML, Higher Education, Teaching, Event Management, Outlook, Fundraising, Critical Thinking, Marketing Strategy, Public Relations, Photoshop
Education
Stevenson University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Stevenson University 2009 — 2013
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Manny Aladin Manny Aladin's Guggenheim Partners Experience September 2011 - December 2011
Job M.S. Graduate | Marketing & Business Development
Industry Marketing and Advertising
Experience
Total Nutrition UCF November 2013 - June 2015
St. Vincent's Services September 2008 - August 2012
Guggenheim Partners September 2011 - December 2011
Education
Universitat Pompeu Fabra 2012 — 2013
Master of Science (MSc), International Business
St. Francis College
Bachelor of Arts (BA), International Cultural Studies (Concentration in International Business)
Total Nutrition UCF November 2013 - June 2015
St. Vincent's Services September 2008 - August 2012
Guggenheim Partners September 2011 - December 2011
Education
Universitat Pompeu Fabra 2012 — 2013
Master of Science (MSc), International Business
St. Francis College
Bachelor of Arts (BA), International Cultural Studies (Concentration in International Business)
Atra Rouzbehnia Atra Rouzbehnia's Guggenheim Partners Experience December 2013 - Present
Job Senior Analyst at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners December 2013 - Present
Rothstein Kass KPMG LLP November 2010 - December 2013
Sun Chemical January 2009 - October 2010
Skills
GAAP, Microsoft Word, Microsoft Excel, Accounting, Financial Reporting, Tax, Account Reconciliation, Auditing, CPA, Financial Accounting, Financial Analysis, General Ledger, SEC filings, Internal Controls, US GAAP, SEC Filings
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2010
BS, Accounting and Finance
Guggenheim Partners December 2013 - Present
Rothstein Kass KPMG LLP November 2010 - December 2013
Sun Chemical January 2009 - October 2010
Skills
GAAP, Microsoft Word, Microsoft Excel, Accounting, Financial Reporting, Tax, Account Reconciliation, Auditing, CPA, Financial Accounting, Financial Analysis, General Ledger, SEC filings, Internal Controls, US GAAP, SEC Filings
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2010
BS, Accounting and Finance
Tomas Ocampo Tomas Ocampo's Guggenheim Partners Experience June 2015 - September 2015
Job MBA Candidate, Stanford Graduate School of Business
Industry Capital Markets
Experience
Stanford Graduate School of Business 2013 - Present
Guggenheim Partners June 2015 - September 2015
Mojave Networks June 2014 - August 2014
Bazán Cambré & Orts August 2012 - July 2013
Bruchou, Fernandez Madero & Lombardi July 2008 - February 2012
Skills
Finance, Strategy, Banking, Project Finance, Negotiation, Team Management
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2004 — 2009
(JD) Lawyer, Law
Stanford Graduate School of Business 2013 - Present
Guggenheim Partners June 2015 - September 2015
Mojave Networks June 2014 - August 2014
Bazán Cambré & Orts August 2012 - July 2013
Bruchou, Fernandez Madero & Lombardi July 2008 - February 2012
Skills
Finance, Strategy, Banking, Project Finance, Negotiation, Team Management
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2004 — 2009
(JD) Lawyer, Law
Marko Dedovic Marko Dedovic's Guggenheim Partners Experience 2011 - Present
Job Director of Risk Management at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 2011 - Present
Skills
Financial Modeling, Market Risk, Derivatives, Quantitative Finance, Hedge Funds
Education
University of Hawaii at Manoa 2010 — 2011
MSc, Financial Engineering
St. Francis College 2006 — 2010
Bachelor of Science, Mathematics
Guggenheim Partners 2011 - Present
Skills
Financial Modeling, Market Risk, Derivatives, Quantitative Finance, Hedge Funds
Education
University of Hawaii at Manoa 2010 — 2011
MSc, Financial Engineering
St. Francis College 2006 — 2010
Bachelor of Science, Mathematics
Adnan A's Guggenheim Partners Experience October 2014 - May 2015
Job Experienced Audit Associate Financial Services at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP May 2015 - Present
Guggenheim Partners October 2014 - May 2015
BNY Mellon April 2013 - October 2014
Jack Lawrence & Co CPA LLC January 2008 - June 2008
Skills
Microsoft Office, Microsoft Powerpoint, Quickbooks, Accounting, Auditing, Tax, Internal Controls, Risk Assessment, Financial Reporting, Policy, Accruals, PowerPoint, GAAP, Access, QuickBooks, Internal Audit, Valuation, Corporate Tax, Analysis, Accounts Receivable, Accounts Payable, Financial Analysis, General Ledger, Preparation, CPA, Account Reconciliation, Financial Modeling, PeopleSoft, Financial Statements, Journal Entries, Payroll, Financial Accounting, Banking, Due Diligence, Budgets, Finance, Variance Analysis
Education
State University of New York College at Old Westbury 2008 — 2012
Bachelor's degree, Accounting
Suffolk County Community College 2007 — 2008
Associate of Science (A.S.), Accounting
Isa Town, Bahrain 1994 — 2006
High School Diploma
BDO USA, LLP May 2015 - Present
Guggenheim Partners October 2014 - May 2015
BNY Mellon April 2013 - October 2014
Jack Lawrence & Co CPA LLC January 2008 - June 2008
Skills
Microsoft Office, Microsoft Powerpoint, Quickbooks, Accounting, Auditing, Tax, Internal Controls, Risk Assessment, Financial Reporting, Policy, Accruals, PowerPoint, GAAP, Access, QuickBooks, Internal Audit, Valuation, Corporate Tax, Analysis, Accounts Receivable, Accounts Payable, Financial Analysis, General Ledger, Preparation, CPA, Account Reconciliation, Financial Modeling, PeopleSoft, Financial Statements, Journal Entries, Payroll, Financial Accounting, Banking, Due Diligence, Budgets, Finance, Variance Analysis
Education
State University of New York College at Old Westbury 2008 — 2012
Bachelor's degree, Accounting
Suffolk County Community College 2007 — 2008
Associate of Science (A.S.), Accounting
Isa Town, Bahrain 1994 — 2006
High School Diploma
Andrew Lerner Andrew Lerner's Guggenheim Partners Experience January 1995 - January 2003
Job Managing Partner, IA Capital Group
Industry Investment Management
Experience
IA Capital Group January 1995 - Present
Guggenheim Partners January 1995 - January 2003
Smith Barney August 1987 - January 1995
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Princeton University 1983 — 1987
BSE, Computer Science
IA Capital Group January 1995 - Present
Guggenheim Partners January 1995 - January 2003
Smith Barney August 1987 - January 1995
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Princeton University 1983 — 1987
BSE, Computer Science
Mayra Ceja's Guggenheim Partners Experience 2004 - 2008
Job President, Princeton Entrepreneurs Network (PEN);Founder, Tiger Cub Advisors (TCA);Princeton Entrepreneurs Council (PEC)
Industry Venture Capital & Private Equity
Experience
Princeton University July 2015 - Present
Princeton Entrepreneurs Network May 2010 - Present
Tiger Cub Advisors May 2010 - Present
Accretive Technologies 2010 - 2010
Guggenheim Partners 2004 - 2008
AIG 2003 - 2004
Education
Princeton A.B '03 Wharton MBA'10 2008 — 2010
MBA
Princeton University 1999 — 2003
A.B.
Princeton University July 2015 - Present
Princeton Entrepreneurs Network May 2010 - Present
Tiger Cub Advisors May 2010 - Present
Accretive Technologies 2010 - 2010
Guggenheim Partners 2004 - 2008
AIG 2003 - 2004
Education
Princeton A.B '03 Wharton MBA'10 2008 — 2010
MBA
Princeton University 1999 — 2003
A.B.
Jordan Malizia Jordan Malizia's Guggenheim Partners Experience February 2015 - Present
Job Executive Assistant at Guggenheim Partners
Industry Apparel & Fashion
Experience
Guggenheim Partners February 2015 - Present
Back9Network, Inc. October 2013 - February 2015
TUDOR INVESTMENT CORPORATION February 2013 - September 2013
Ford Models March 2011 - March 2012
Ford Models June 2009 - March 2011
Skills
Accounts Receivable, Reconciliation, Outlook, Excel, PowerPoint, Word, Access
Education
Sacred Heart University 2007 — 2011
Bachelor of Business Administration (B.B.A.)
John F. Welch College of Business
Guggenheim Partners February 2015 - Present
Back9Network, Inc. October 2013 - February 2015
TUDOR INVESTMENT CORPORATION February 2013 - September 2013
Ford Models March 2011 - March 2012
Ford Models June 2009 - March 2011
Skills
Accounts Receivable, Reconciliation, Outlook, Excel, PowerPoint, Word, Access
Education
Sacred Heart University 2007 — 2011
Bachelor of Business Administration (B.B.A.)
John F. Welch College of Business
Kunal Chandi's Guggenheim Partners Experience January 2015 - Present
Job Client Strategy Account Management
Industry Financial Services
Experience
Guggenheim Partners January 2015 - Present
S&P Capital IQ June 2008 - January 2015
City National Rochdale November 2006 - October 2007
UBS August 1999 - December 2003
Skills
Capital Markets, Financial Modeling, Equity Research, Fixed Income, Bloomberg, Financial Analysis, Equities, Hedge Funds, Capital IQ, Asset Managment, Finance, Investment Banking, Financial Markets, Mergers & Acquisitions, Financial Reporting, Financial Services, Asset Management, Derivatives, Investments, Strategy, Valuation, Management, Securities, Mutual Funds, Relationship Management, Data Analysis
Education
Ramapo College of New Jersey 1998 — 2002
BS, Business Management
Guggenheim Partners January 2015 - Present
S&P Capital IQ June 2008 - January 2015
City National Rochdale November 2006 - October 2007
UBS August 1999 - December 2003
Skills
Capital Markets, Financial Modeling, Equity Research, Fixed Income, Bloomberg, Financial Analysis, Equities, Hedge Funds, Capital IQ, Asset Managment, Finance, Investment Banking, Financial Markets, Mergers & Acquisitions, Financial Reporting, Financial Services, Asset Management, Derivatives, Investments, Strategy, Valuation, Management, Securities, Mutual Funds, Relationship Management, Data Analysis
Education
Ramapo College of New Jersey 1998 — 2002
BS, Business Management
Steven Dillingham's Guggenheim Partners Experience April 2005 - February 2008
Job Client Relationship Manager at NFP
Industry Insurance
Experience
Charles Schwab August 2013 - Present
Charles Schwab February 2012 - August 2013
Employees Retirement System of Texas May 2009 - February 2012
Employees Retirement System of Texas May 2008 - May 2009
Guggenheim Partners April 2005 - February 2008
JPMorgan Chase & Co. April 2003 - April 2005
Moody Review, Inc. February 2002 - April 2003
Western Lithograph, An RR Donnelley Company January 2001 - February 2002
Education
Texas A&M University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Charles Schwab August 2013 - Present
Charles Schwab February 2012 - August 2013
Employees Retirement System of Texas May 2009 - February 2012
Employees Retirement System of Texas May 2008 - May 2009
Guggenheim Partners April 2005 - February 2008
JPMorgan Chase & Co. April 2003 - April 2005
Moody Review, Inc. February 2002 - April 2003
Western Lithograph, An RR Donnelley Company January 2001 - February 2002
Education
Texas A&M University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Chloe Gonzalez Chloe Gonzalez's Guggenheim Partners Experience May 2014 - Present
Job Associate at Guggenheim Partners
Industry
Experience
Guggenheim Partners May 2014 - Present
Merrill Lynch November 2013 - April 2014
East West Marketing Group June 2012 - August 2012
Education
The College of New Jersey 2010 — 2014
Bachelor's degree, Political Science and Government, Spanish
Guggenheim Partners May 2014 - Present
Merrill Lynch November 2013 - April 2014
East West Marketing Group June 2012 - August 2012
Education
The College of New Jersey 2010 — 2014
Bachelor's degree, Political Science and Government, Spanish
Sydney Mas Sydney Mas's Guggenheim Partners Experience September 2014 - Present
Job Analyst at Guggenheim Partners
Industry
Experience
Guggenheim Partners September 2014 - Present
University of Vermont Lacrosse August 2010 - May 2014
Jones Lang LaSalle June 2013 - August 2013
Qingdao University May 2013 - June 2013
7D Ranch June 2012 - August 2012
Hickory and Tweed Ski Shop December 2007 - 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, SPSS
Education
University of Vermont 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing and International Business
Qingdao University 2013 — 2013
Doing Business In China
St. George's School 2006 — 2010
Guggenheim Partners September 2014 - Present
University of Vermont Lacrosse August 2010 - May 2014
Jones Lang LaSalle June 2013 - August 2013
Qingdao University May 2013 - June 2013
7D Ranch June 2012 - August 2012
Hickory and Tweed Ski Shop December 2007 - 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, SPSS
Education
University of Vermont 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing and International Business
Qingdao University 2013 — 2013
Doing Business In China
St. George's School 2006 — 2010
Edward Gilliard Edward Gilliard's Guggenheim Partners Experience 2006 - 2006
Job Director Commercial Development at Baker Hughes
Industry Oil & Energy
Experience
Baker Hughes July 2014 - Present
Rockefeller Hughes Corp. July 2013 - July 2014
Edward J. Gilliard, Inc. February 2010 - July 2013
BPZ Resources October 2006 - February 2010
Guggenheim Partners 2006 - 2006
Burlington Resources 1997 - 2005
Houston Industries Energy 1995 - 1997
Banque Indosuez 1989 - 1994
Continental Illinois National Bank 1981 - 1989
Amoco Production Company January 1975 - January 1981
Skills
Oil, Project Finance, Business Development, Strategic Planning, International Finance, Natural Gas, Leadership, Divestitures, Budgets, Oil & Gas, Onshore, Mergers & Acquisitions, Petroleum, Energy, Energy Industry, Valuation, Contract Negotiation, Drilling, Gas, Power Generation, Start-ups, Finance, Management, Analysis, Due Diligence, Upstream, Portfolio Management, Reserves, Negotiation, Mergers, Engineering, Business Planning, Contract Management, Strategy, Investments, Petroleum Engineering, Banking, Oil & Gas Industry, Corporate Finance, Restructuring, Financial Modeling, Cash Management, Accounting, Pipelines, Acquisitions, Joint Ventures, Risk Management, Structured Finance, Oil/Gas, Commodity Markets
Education
University of Houston 1985 — 1987
MBA, Management (with Honors)
Texas A&M University 1973 — 1977
BS, Chemical Engineering
Baker Hughes July 2014 - Present
Rockefeller Hughes Corp. July 2013 - July 2014
Edward J. Gilliard, Inc. February 2010 - July 2013
BPZ Resources October 2006 - February 2010
Guggenheim Partners 2006 - 2006
Burlington Resources 1997 - 2005
Houston Industries Energy 1995 - 1997
Banque Indosuez 1989 - 1994
Continental Illinois National Bank 1981 - 1989
Amoco Production Company January 1975 - January 1981
Skills
Oil, Project Finance, Business Development, Strategic Planning, International Finance, Natural Gas, Leadership, Divestitures, Budgets, Oil & Gas, Onshore, Mergers & Acquisitions, Petroleum, Energy, Energy Industry, Valuation, Contract Negotiation, Drilling, Gas, Power Generation, Start-ups, Finance, Management, Analysis, Due Diligence, Upstream, Portfolio Management, Reserves, Negotiation, Mergers, Engineering, Business Planning, Contract Management, Strategy, Investments, Petroleum Engineering, Banking, Oil & Gas Industry, Corporate Finance, Restructuring, Financial Modeling, Cash Management, Accounting, Pipelines, Acquisitions, Joint Ventures, Risk Management, Structured Finance, Oil/Gas, Commodity Markets
Education
University of Houston 1985 — 1987
MBA, Management (with Honors)
Texas A&M University 1973 — 1977
BS, Chemical Engineering
Maria Vayani Maria Vayani's Guggenheim Partners Experience November 2013 - Present
Job Senior Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners November 2013 - Present
Jane Street Capital, LLC January 2012 - December 2012
Jane St. Capital, LLC May 2007 - December 2011
Jane Street Capital, LLC May 2006 - May 2007
Skills
Financial Analysis, Equities, Securities, Series 7, Risk Management, Commodity Markets, Options, Emerging Markets, Currency, Futures Trading, Visual Basic, SQL, Traders
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2006
Bachelor of Arts (B.A.), Political Science and Psychology
Guggenheim Partners November 2013 - Present
Jane Street Capital, LLC January 2012 - December 2012
Jane St. Capital, LLC May 2007 - December 2011
Jane Street Capital, LLC May 2006 - May 2007
Skills
Financial Analysis, Equities, Securities, Series 7, Risk Management, Commodity Markets, Options, Emerging Markets, Currency, Futures Trading, Visual Basic, SQL, Traders
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2006
Bachelor of Arts (B.A.), Political Science and Psychology
James Vandenbos James Vandenbos's Guggenheim Partners Experience February 2014 - August 2014
Job Procurement Analyst for Pfizer
Industry
Experience
Pfizer August 2014 - Present
Guggenheim Partners February 2014 - August 2014
Target July 2010 - August 2014
Skills
Inventory Control, Teamwork, Inventory Management, Logistics, Time Management, Distribution Center..., Retail, Merchandising, Microsoft Office, Store Management, Process Scheduler, Supply Chain Management, Procurement, Microsoft Word, Customer Service
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Bachelor of Science, Supply Chain Management and Marketing Science
Pfizer August 2014 - Present
Guggenheim Partners February 2014 - August 2014
Target July 2010 - August 2014
Skills
Inventory Control, Teamwork, Inventory Management, Logistics, Time Management, Distribution Center..., Retail, Merchandising, Microsoft Office, Store Management, Process Scheduler, Supply Chain Management, Procurement, Microsoft Word, Customer Service
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Bachelor of Science, Supply Chain Management and Marketing Science
Jimmy Yung Jimmy Yung's Guggenheim Partners Experience September 2002 - October 2004
Job Senior Business Analyst
Industry Financial Services
Experience
Swiss Re Asset Management June 2014 - Present
Linedata February 2012 - May 2014
Bank of America Merrill Lynch July 2011 - February 2012
Lord, Abbett & Co. LLC February 2005 - July 2011
Guggenheim Partners September 2002 - October 2004
Cigna June 1999 - August 2002
Skills
Trading Systems, Electronic Trading, Business Analysis, Fixed Income, Equities, Market Data, SDLC, Middle Office, Equity Trading, Bloomberg, Asset Management, Project Management, Vendor Management, Mutual Funds, Hedge Funds, Derivatives, IT Management, Asset Managment, Back Office, Order Management, Portfolio Management, Agile Project Management, SQL, Securities, FX trading, Options, Trading, IT Strategy, Financial Markets, Capital Markets, FX Options, Business Requirements, Business Process..., R, Python
Education
The University of Hong Kong 1996 — 1996
Syracuse University
Bachelor of Science (B.S.), Information Technology & Management
Swiss Re Asset Management June 2014 - Present
Linedata February 2012 - May 2014
Bank of America Merrill Lynch July 2011 - February 2012
Lord, Abbett & Co. LLC February 2005 - July 2011
Guggenheim Partners September 2002 - October 2004
Cigna June 1999 - August 2002
Skills
Trading Systems, Electronic Trading, Business Analysis, Fixed Income, Equities, Market Data, SDLC, Middle Office, Equity Trading, Bloomberg, Asset Management, Project Management, Vendor Management, Mutual Funds, Hedge Funds, Derivatives, IT Management, Asset Managment, Back Office, Order Management, Portfolio Management, Agile Project Management, SQL, Securities, FX trading, Options, Trading, IT Strategy, Financial Markets, Capital Markets, FX Options, Business Requirements, Business Process..., R, Python
Education
The University of Hong Kong 1996 — 1996
Syracuse University
Bachelor of Science (B.S.), Information Technology & Management
Katherine Decker's Guggenheim Partners Experience January 2013 - September 2014
Job Surveyor Capital, Citadel Investment Group
Industry Public Relations and Communications
Experience
Citadel LLC September 2014 - Present
Guggenheim Partners January 2013 - September 2014
Golub Capital July 2012 - December 2012
The Truland Group Inc. June 2010 - July 2012
Primary Integration Solutions, LLC July 2009 - June 2010
Harrison & Shriftman June 2008 - August 2008
Skills
Microsoft Office, Event Planning, Customer Service, Microsoft Excel, PowerPoint
Education
Radford University 2005 — 2009
Bachelor of Science, Communication, Public Relations
Citadel LLC September 2014 - Present
Guggenheim Partners January 2013 - September 2014
Golub Capital July 2012 - December 2012
The Truland Group Inc. June 2010 - July 2012
Primary Integration Solutions, LLC July 2009 - June 2010
Harrison & Shriftman June 2008 - August 2008
Skills
Microsoft Office, Event Planning, Customer Service, Microsoft Excel, PowerPoint
Education
Radford University 2005 — 2009
Bachelor of Science, Communication, Public Relations
Katherine Sirico Katherine Sirico's Guggenheim Partners Experience June 2011 - December 2012
Job Client Solutions Manager at Kepler Group
Industry Online Media
Experience
Kepler Group January 2015 - Present
Kepler Group LLC December 2013 - January 2015
Kepler Group December 2012 - December 2013
Guggenheim Partners June 2011 - December 2012
Isles, Inc. June 2010 - August 2010
Skills
Digital Marketing, Digital Strategy, Bloomberg, Microsoft Office, Stata, Microsoft Excel, Online Marketing, Series 7, Series 63, Financial Modeling, Hedge Funds, Valuation, T1, MediaMind, AOP, Google Analytics, Media Planning, Media Buying, Social Media Marketing, Client Services
Education
Princeton University 2007 — 2011
Bachelor's, Economics
Kepler Group January 2015 - Present
Kepler Group LLC December 2013 - January 2015
Kepler Group December 2012 - December 2013
Guggenheim Partners June 2011 - December 2012
Isles, Inc. June 2010 - August 2010
Skills
Digital Marketing, Digital Strategy, Bloomberg, Microsoft Office, Stata, Microsoft Excel, Online Marketing, Series 7, Series 63, Financial Modeling, Hedge Funds, Valuation, T1, MediaMind, AOP, Google Analytics, Media Planning, Media Buying, Social Media Marketing, Client Services
Education
Princeton University 2007 — 2011
Bachelor's, Economics
Rachel Cowan's Guggenheim Partners Experience May 2013 - Present
Job Paralegal at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2013 - Present
Robinson Communications January 2012 - June 2012
Skills
Microsoft Word, Public Relations, Google Docs, Community Outreach, Time Management, Social Media Outreach, Customer Service, Research, Marketing, Workshop Facilitation, Foursquare, Website Development, Training, Press Releases
Education
San Jose State University 2007 — 2012
B.A., Political Science
Guggenheim Partners May 2013 - Present
Robinson Communications January 2012 - June 2012
Skills
Microsoft Word, Public Relations, Google Docs, Community Outreach, Time Management, Social Media Outreach, Customer Service, Research, Marketing, Workshop Facilitation, Foursquare, Website Development, Training, Press Releases
Education
San Jose State University 2007 — 2012
B.A., Political Science
Kirk McDonald Kirk McDonald's Guggenheim Partners Experience November 2010 - September 2011
Job Kirk Development Services
Industry Real Estate
Experience
Kirk Development Services March 2010 - Present
Harrison French & Associates February 2013 - December 2014
Guggenheim Partners November 2010 - September 2011
Raytheon Space and Airborne Systems October 2009 - November 2010
GreenbergFarrow November 2002 - January 2009
Texas Rain Carwash 2004 - 2006
SMR 2001 - 2002
RVi Planning + Landscape Architecture 1998 - 2001
Gould Evans 1997 - 1997
City of Duncanville May 1996 - August 1996
Skills
Site Plans, Site Planning, AutoCAD Civil 3D, Site Development, Real Estate Development, Entitlements, Parks, Feasibility Studies, Zoning, Land Development, Landscape Architecture, Commercial Real Estate, Due Diligence, 3D rendering, MS Project, Site Design, Permitting, Scheduling, Planning, Photoshop, Site Selection, Real Estate, GIS, Graphics, Retail Site Selection, Site Maps, Parking Lots, New Site Development, Master Site Planning, Site Investigation, utility coordination, AutoCAD, Real Estate Development..., Parking Lot Design
Education
Texas Tech University 1993 — 1998
Bachelors, Landscape Architecture
Kirk Development Services March 2010 - Present
Harrison French & Associates February 2013 - December 2014
Guggenheim Partners November 2010 - September 2011
Raytheon Space and Airborne Systems October 2009 - November 2010
GreenbergFarrow November 2002 - January 2009
Texas Rain Carwash 2004 - 2006
SMR 2001 - 2002
RVi Planning + Landscape Architecture 1998 - 2001
Gould Evans 1997 - 1997
City of Duncanville May 1996 - August 1996
Skills
Site Plans, Site Planning, AutoCAD Civil 3D, Site Development, Real Estate Development, Entitlements, Parks, Feasibility Studies, Zoning, Land Development, Landscape Architecture, Commercial Real Estate, Due Diligence, 3D rendering, MS Project, Site Design, Permitting, Scheduling, Planning, Photoshop, Site Selection, Real Estate, GIS, Graphics, Retail Site Selection, Site Maps, Parking Lots, New Site Development, Master Site Planning, Site Investigation, utility coordination, AutoCAD, Real Estate Development..., Parking Lot Design
Education
Texas Tech University 1993 — 1998
Bachelors, Landscape Architecture
Christine Deck Christine Deck's Guggenheim Partners Experience March 2008 - November 2008
Job National Account Manager at Stanley Black & Decker, Inc.
Industry Marketing and Advertising
Experience
Stanley Black & Decker, Inc. May 2015 - Present
Stanley Black & Decker, Inc. February 2014 - Present
Stanley Black & Decker, Inc. November 2012 - February 2014
Stanley Black & Decker, Inc. October 2011 - November 2012
Stanley Black & Decker April 2011 - October 2011
Stanley Black & Decker, Inc. January 2010 - April 2011
Beacon Hill Staffing Group November 2008 - August 2009
Guggenheim Partners March 2008 - November 2008
Skills
Brand Management, Management, Sales, Salesforce.com, Marketing, Branding & Identity, Brand Awareness, Account Management, Training, Competitive Analysis, Leadership, Merchandising, Market Planning, Direct Sales, Sales Operations, Strategy, Consumer Products, Marketing Strategy, Sales Presentations, Team Building, Team Leadership, Microsoft Office, Data Analysis, Sales Management, Retail, New Business Development
Education
Radford University 2002 — 2007
Fashion and Marketing, Communication and Media Studies
Stanley Black & Decker, Inc. May 2015 - Present
Stanley Black & Decker, Inc. February 2014 - Present
Stanley Black & Decker, Inc. November 2012 - February 2014
Stanley Black & Decker, Inc. October 2011 - November 2012
Stanley Black & Decker April 2011 - October 2011
Stanley Black & Decker, Inc. January 2010 - April 2011
Beacon Hill Staffing Group November 2008 - August 2009
Guggenheim Partners March 2008 - November 2008
Skills
Brand Management, Management, Sales, Salesforce.com, Marketing, Branding & Identity, Brand Awareness, Account Management, Training, Competitive Analysis, Leadership, Merchandising, Market Planning, Direct Sales, Sales Operations, Strategy, Consumer Products, Marketing Strategy, Sales Presentations, Team Building, Team Leadership, Microsoft Office, Data Analysis, Sales Management, Retail, New Business Development
Education
Radford University 2002 — 2007
Fashion and Marketing, Communication and Media Studies
Andrew Tuccio's Guggenheim Partners Experience May 2015 - Present
Job Investor Services Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2015 - Present
Lyxor Asset Management May 2014 - May 2015
Providence College Student Managed Investment Fund September 2013 - December 2013
EMC June 2013 - August 2013
TD Securities May 2012 - August 2012
Northwestern Mutual Financial Network June 2011 - August 2011
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Word, SAP, Financial Modeling, Access, Leadership, Teamwork, Financial Analysis
Education
Providence College 2010 — 2014
B.S. Finance, Minor in Economics
IES Abroad- Paris 2013 — 2013
Study Abroad
Ridgefield High School 2006 — 2010
Guggenheim Partners May 2015 - Present
Lyxor Asset Management May 2014 - May 2015
Providence College Student Managed Investment Fund September 2013 - December 2013
EMC June 2013 - August 2013
TD Securities May 2012 - August 2012
Northwestern Mutual Financial Network June 2011 - August 2011
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Word, SAP, Financial Modeling, Access, Leadership, Teamwork, Financial Analysis
Education
Providence College 2010 — 2014
B.S. Finance, Minor in Economics
IES Abroad- Paris 2013 — 2013
Study Abroad
Ridgefield High School 2006 — 2010
Lindsey (Adams) McMahon's Guggenheim Partners Experience June 2012 - August 2012
Job Assistant Managing Editor at Sterling Publishing
Industry Publishing
Experience
Sterling Publishing July 2014 - July 2015
Sterling Publishing August 2012 - July 2014
Boostability November 2013 - March 2014
Guggenheim Partners June 2012 - August 2012
Website Growth - Web Design & Internet Marketing Firm April 2012 - July 2012
Sterling Publishing July 2010 - April 2012
944 Magazine June 2009 - June 2010
Scripps College September 2007 - May 2010
Scripps College September 2007 - May 2010
Scripps College August 2009 - December 2009
Skills
Blogging, Editing, Editorial, Publishing, Publications, Facebook, Final Cut Pro, InDesign, Press Releases, Content Management, Creative Writing, Proofreading, Magazines, Feature Articles, Video, Research, Marketing, Microsoft Excel, Broadcast, Microsoft Word, Copy Editing, SEO copywriting, Microsoft Office, Data Management, Photoshop, Adobe Creative Suite, Twitter, Instagram, Pinterest, Reddit, Blogger, Digg, Hootsuite, StumbleUpon, Literary Management
Education
Scripps College 2006 — 2010
BA, English, Media
Rowland Hall
Sterling Publishing July 2014 - July 2015
Sterling Publishing August 2012 - July 2014
Boostability November 2013 - March 2014
Guggenheim Partners June 2012 - August 2012
Website Growth - Web Design & Internet Marketing Firm April 2012 - July 2012
Sterling Publishing July 2010 - April 2012
944 Magazine June 2009 - June 2010
Scripps College September 2007 - May 2010
Scripps College September 2007 - May 2010
Scripps College August 2009 - December 2009
Skills
Blogging, Editing, Editorial, Publishing, Publications, Facebook, Final Cut Pro, InDesign, Press Releases, Content Management, Creative Writing, Proofreading, Magazines, Feature Articles, Video, Research, Marketing, Microsoft Excel, Broadcast, Microsoft Word, Copy Editing, SEO copywriting, Microsoft Office, Data Management, Photoshop, Adobe Creative Suite, Twitter, Instagram, Pinterest, Reddit, Blogger, Digg, Hootsuite, StumbleUpon, Literary Management
Education
Scripps College 2006 — 2010
BA, English, Media
Rowland Hall
Erick Posser Erick Posser's Guggenheim Partners Experience September 2013 - Present
Job Associate at Guggenheim Partners
Industry Law Practice
Experience
Guggenheim Partners September 2013 - Present
United States District Court for the District of Delaware August 2012 - December 2012
Philadelphia Eagles May 2012 - August 2012
Education
Villanova University School of Law 2010 — 2013
Syracuse University 2006 — 2010
Guggenheim Partners September 2013 - Present
United States District Court for the District of Delaware August 2012 - December 2012
Philadelphia Eagles May 2012 - August 2012
Education
Villanova University School of Law 2010 — 2013
Syracuse University 2006 — 2010
Jake Tworecke Jake Tworecke's Guggenheim Partners Experience July 2009 - July 2011
Job Associate at Realty Finance Trust
Industry Financial Services
Experience
Realty Finance Trust April 2014 - Present
Brookfield Asset Management August 2011 - March 2014
Guggenheim Partners July 2009 - July 2011
Stirling Realty Advisors November 2008 - May 2009
Perseus Realty Partners Real Estate Investors May 2008 - August 2008
SuccessTrade Securities Inc. May 2007 - December 2007
Skills
Bloomberg, Excel, PowerPoint, Microsoft Excel, Investments, Argus Modeling
Education
The George Washington University 2005 — 2009
Bachelor's degree, Finance, General
The George Washington University - School of Business 2005 — 2009
BS, Finance & International Business
Realty Finance Trust April 2014 - Present
Brookfield Asset Management August 2011 - March 2014
Guggenheim Partners July 2009 - July 2011
Stirling Realty Advisors November 2008 - May 2009
Perseus Realty Partners Real Estate Investors May 2008 - August 2008
SuccessTrade Securities Inc. May 2007 - December 2007
Skills
Bloomberg, Excel, PowerPoint, Microsoft Excel, Investments, Argus Modeling
Education
The George Washington University 2005 — 2009
Bachelor's degree, Finance, General
The George Washington University - School of Business 2005 — 2009
BS, Finance & International Business
Bob Stanton's Guggenheim Partners Experience January 2014 - Present
Job Chief Data Officer at Guggenheim Partners
Industry Insurance
Experience
Guggenheim Partners January 2014 - Present
CNO Financial Group June 1998 - January 2014
ChaCha 2007 - 2007
allstate 1996 - 1998
Skills
Insurance, Leadership, Vendor Management, Enterprise Risk..., Business Analysis, Process Improvement, Requirements Gathering, Business Intelligence, SDLC, Health Insurance, Risk Management, Analysis, IT Strategy, Management, Business Process, PMP, Enterprise Architecture, Project Management, Analytics, Integration, Program Management, SaaS, Change Management, Business Process..., Requirements Analysis, Project Portfolio..., Software Project...
Education
Purdue University 1990 — 1993
BS, Math/Stat
Kankakee Valley High School 1985 — 1989
Guggenheim Partners January 2014 - Present
CNO Financial Group June 1998 - January 2014
ChaCha 2007 - 2007
allstate 1996 - 1998
Skills
Insurance, Leadership, Vendor Management, Enterprise Risk..., Business Analysis, Process Improvement, Requirements Gathering, Business Intelligence, SDLC, Health Insurance, Risk Management, Analysis, IT Strategy, Management, Business Process, PMP, Enterprise Architecture, Project Management, Analytics, Integration, Program Management, SaaS, Change Management, Business Process..., Requirements Analysis, Project Portfolio..., Software Project...
Education
Purdue University 1990 — 1993
BS, Math/Stat
Kankakee Valley High School 1985 — 1989
Robert Ott Robert Ott's Guggenheim Partners Experience September 2011 - March 2014
Job Senior Associate at Cain Hoy Enterprises, LLC
Industry Law Practice
Experience
Cain Hoy Enterprises, LLC April 2014 - Present
Guggenheim Partners September 2011 - March 2014
Skills
Securities Regulation
Education
The College of William and Mary - Marshall Wythe Law School
J.D.
University of Maryland - Robert H. Smith School of Business
B.S., Finance
Cain Hoy Enterprises, LLC April 2014 - Present
Guggenheim Partners September 2011 - March 2014
Skills
Securities Regulation
Education
The College of William and Mary - Marshall Wythe Law School
J.D.
University of Maryland - Robert H. Smith School of Business
B.S., Finance
Catherine Branter's Guggenheim Partners Experience June 2014 - May 2015
Job Global Fixed Income Analyst at BlackRock
Industry Financial Services
Experience
BlackRock June 2015 - Present
Guggenheim Partners June 2014 - May 2015
Nomura May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Modeling, Financial Analysis, Economics, Valuation
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Economics
The Chinese University of Hong Kong 2012 — 2012
BlackRock June 2015 - Present
Guggenheim Partners June 2014 - May 2015
Nomura May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Modeling, Financial Analysis, Economics, Valuation
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Economics
The Chinese University of Hong Kong 2012 — 2012
Molly Reeves's Guggenheim Partners Experience October 2006 - May 2007
Job Global Banking Coordinator at Whole Foods Market
Industry Supermarkets
Experience
Whole Foods Market July 2014 - Present
ArthroCare Corporation June 2007 - July 2014
Guggenheim Partners October 2006 - May 2007
Simmons & Company International April 2004 - September 2006
Duke Energy June 2002 - April 2004
Skills
Financial Modeling, Contract Negotiation, Equities, Internal Controls, Treasury, Strategic Financial..., Forecasting, Financial Reporting, Finance, Financial Analysis, Banking, Management, Strategic Planning
Education
Texas A&M University 1998 — 2002
BBA, Finance
Whole Foods Market July 2014 - Present
ArthroCare Corporation June 2007 - July 2014
Guggenheim Partners October 2006 - May 2007
Simmons & Company International April 2004 - September 2006
Duke Energy June 2002 - April 2004
Skills
Financial Modeling, Contract Negotiation, Equities, Internal Controls, Treasury, Strategic Financial..., Forecasting, Financial Reporting, Finance, Financial Analysis, Banking, Management, Strategic Planning
Education
Texas A&M University 1998 — 2002
BBA, Finance
Lillian Nordahl Lillian Nordahl's Guggenheim Partners Experience October 2013 - September 2015
Job Hedge Fund Associate at Great Point Partners
Industry Investment Management
Experience
Great Point Partners September 2015 - Present
Guggenheim Partners October 2013 - September 2015
U.S. Department of State September 2010 - July 2011
Education
University of Cambridge 2011 — 2013
MPhil, Pharmacology
Princeton University 2006 — 2010
BA, Molecular Biology, East Asian Studies
Great Point Partners September 2015 - Present
Guggenheim Partners October 2013 - September 2015
U.S. Department of State September 2010 - July 2011
Education
University of Cambridge 2011 — 2013
MPhil, Pharmacology
Princeton University 2006 — 2010
BA, Molecular Biology, East Asian Studies
Jeremy Luskin Jeremy Luskin's Guggenheim Partners Experience August 2011 - November 2013
Job Gone Fishin'
Industry Financial Services
Experience
Macquarie Group December 2013 - June 2015
Guggenheim Partners August 2011 - November 2013
Education
The George Washington University 2007 — 2011
B.B.A., International Business, Spanish
Macquarie Group December 2013 - June 2015
Guggenheim Partners August 2011 - November 2013
Education
The George Washington University 2007 — 2011
B.B.A., International Business, Spanish
Luke Irvin's Guggenheim Partners Experience August 2014 - Present
Job Junior HR Associate at Guggenheim Partners
Industry Human Resources
Experience
Guggenheim Partners August 2014 - Present
Guggenheim Partners May 2014 - August 2014
Guggenheim Partners June 2012 - August 2013
Skills
Recruiting, Human Resources, Outlook, PowerPoint, Microsoft Word, Research
Education
The George Washington University 2013 — 2017
Fenwick High School 2009 — 2013
High School Diploma, Alumni
Guggenheim Partners August 2014 - Present
Guggenheim Partners May 2014 - August 2014
Guggenheim Partners June 2012 - August 2013
Skills
Recruiting, Human Resources, Outlook, PowerPoint, Microsoft Word, Research
Education
The George Washington University 2013 — 2017
Fenwick High School 2009 — 2013
High School Diploma, Alumni
Marisa Goldberg Marisa Goldberg's Guggenheim Partners Experience July 2008 - March 2015
Job Executive Assistant
Industry Financial Services
Experience
Highbridge Capital Management June 2015 - Present
Freelance November 2013 - Present
Guggenheim Partners July 2008 - March 2015
Skills
Logo Design, Product Design, Graphic Design, Branding & Identity, Print Publication Design, Photoshop, Web Design, Illustrator, Layout, Brochures, Customer Service, InDesign, Adobe Creative Suite, Magazine Layout Design, Custom Invitations, Presentation Design, Executive..., Concur, Travel Arrangements, Operating Expenses, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Executive Calendar...
Education
Shillington School 2012 — 2013
Certification in Graphic Design, Graphic Design
State University of New York College at Oneonta 2003 — 2007
Bachelor's Degree, Child Development
Highbridge Capital Management June 2015 - Present
Freelance November 2013 - Present
Guggenheim Partners July 2008 - March 2015
Skills
Logo Design, Product Design, Graphic Design, Branding & Identity, Print Publication Design, Photoshop, Web Design, Illustrator, Layout, Brochures, Customer Service, InDesign, Adobe Creative Suite, Magazine Layout Design, Custom Invitations, Presentation Design, Executive..., Concur, Travel Arrangements, Operating Expenses, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Executive Calendar...
Education
Shillington School 2012 — 2013
Certification in Graphic Design, Graphic Design
State University of New York College at Oneonta 2003 — 2007
Bachelor's Degree, Child Development
Dimitri Laskoski's Guggenheim Partners Experience August 2012 - April 2013
Job
Industry Investment Management
Experience
Catapult Capital March 2015 - Present
Iguana Healthcare Partners, LP April 2013 - March 2015
Guggenheim Partners August 2012 - April 2013
Oppenheimer & Co. June 2011 - July 2012
ProQuest Investments September 2005 - April 2011
Skills
Venture Capital, Valuation, Private Equity, Financial Modeling, Investment Banking, Equity Research, Investments, Corporate Development, Due Diligence, Equities, Biotechnology, Portfolio Management, Hedge Funds, Emerging Markets, Capital Markets, Financial Analysis
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Princeton University 2000 — 2005
Ph.D.
University of Wisconsin-Madison 1995 — 2000
BS
Pius XI High School
Catapult Capital March 2015 - Present
Iguana Healthcare Partners, LP April 2013 - March 2015
Guggenheim Partners August 2012 - April 2013
Oppenheimer & Co. June 2011 - July 2012
ProQuest Investments September 2005 - April 2011
Skills
Venture Capital, Valuation, Private Equity, Financial Modeling, Investment Banking, Equity Research, Investments, Corporate Development, Due Diligence, Equities, Biotechnology, Portfolio Management, Hedge Funds, Emerging Markets, Capital Markets, Financial Analysis
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Princeton University 2000 — 2005
Ph.D.
University of Wisconsin-Madison 1995 — 2000
BS
Pius XI High School
Jane Titus's Guggenheim Partners Experience 2009 - Present
Job Executive Assistant and Theatre Artist
Industry Performing Arts
Experience
Guggenheim Partners 2009 - Present
Judith Shakespeare Company October 1997 - Present
Theatre Arts 1991 - Present
Theatre and Film January 1975 - Present
Judith Shakespeare Company January 2008 - October 2008
Bear Stearns October 2001 - June 2008
Bear Stearns 1999 - 2008
Actor's Shakespeare Company October 2003 - May 2007
Skills
Teaching, Theatre, Plays, Administration, Scheduling, Shakespeare, Classical, Writing, Editing, Word, Excel, Microsoft Office, Customer Relations, PowerPoint, Public Speaking, Outlook, Non-profits, Acting, Research, Event Management, Coordination, Improvisation, Stage, French, Customer Service, Problem Solving, Literature, Microsoft Word, Drama, Musical Theatre, Comedy
Education
Private Movement Class 1996 — 2010
Reed College 1976 — 1982
B.A., Theatre, History, French
University of Washington 1976 — 1978
Guggenheim Partners 2009 - Present
Judith Shakespeare Company October 1997 - Present
Theatre Arts 1991 - Present
Theatre and Film January 1975 - Present
Judith Shakespeare Company January 2008 - October 2008
Bear Stearns October 2001 - June 2008
Bear Stearns 1999 - 2008
Actor's Shakespeare Company October 2003 - May 2007
Skills
Teaching, Theatre, Plays, Administration, Scheduling, Shakespeare, Classical, Writing, Editing, Word, Excel, Microsoft Office, Customer Relations, PowerPoint, Public Speaking, Outlook, Non-profits, Acting, Research, Event Management, Coordination, Improvisation, Stage, French, Customer Service, Problem Solving, Literature, Microsoft Word, Drama, Musical Theatre, Comedy
Education
Private Movement Class 1996 — 2010
Reed College 1976 — 1982
B.A., Theatre, History, French
University of Washington 1976 — 1978
Gregory Robbins's Guggenheim Partners Experience January 2006 - October 2010
Job Memorial Resource Development LLC
Industry Oil & Energy
Experience
Memorial Resource Development LLC June 2011 - Present
Quality Electric Steel Castings September 2010 - May 2011
Guggenheim Partners January 2006 - October 2010
Wells Fargo Energy Capital January 2004 - January 2006
Education
Texas A&M University
Memorial Resource Development LLC June 2011 - Present
Quality Electric Steel Castings September 2010 - May 2011
Guggenheim Partners January 2006 - October 2010
Wells Fargo Energy Capital January 2004 - January 2006
Education
Texas A&M University
Daniel Owen's Guggenheim Partners Experience April 2009 - Present
Job VP, User Services Manager for Guggenheim Partners.
Industry Information Technology and Services
Experience
Guggenheim Partners April 2009 - Present
Continental Communities April 2007 - Present
Amtrak August 2008 - January 2009
OMD Chicago August 2004 - April 2007
Nova Systems Ltd. 1992 - 2002
Skills
ITIL, VMware, Citrix, Active Directory, Disaster Recovery, Blackberry Enterprise..., Microsoft Exchange, SharePoint, Vendor Management, Windows 7, XP, IT Management, Virtualization, IT Operations, Windows Server, DNS, Cisco Technologies, DHCP, Online Advertising, Management, Windows XP, Digital Marketing
Education
Purdue University Calumet 1998 — 2000
University of Illinois at Chicago 1996 — 1997
Computer Engineering
Guggenheim Partners April 2009 - Present
Continental Communities April 2007 - Present
Amtrak August 2008 - January 2009
OMD Chicago August 2004 - April 2007
Nova Systems Ltd. 1992 - 2002
Skills
ITIL, VMware, Citrix, Active Directory, Disaster Recovery, Blackberry Enterprise..., Microsoft Exchange, SharePoint, Vendor Management, Windows 7, XP, IT Management, Virtualization, IT Operations, Windows Server, DNS, Cisco Technologies, DHCP, Online Advertising, Management, Windows XP, Digital Marketing
Education
Purdue University Calumet 1998 — 2000
University of Illinois at Chicago 1996 — 1997
Computer Engineering
Dan Mirabella's Guggenheim Partners Experience November 2007 - March 2010
Job Global Macro at Moore Capital Management
Industry Financial Services
Experience
Moore Capital Management August 2013 - Present
Brevan Howard May 2013 - July 2013
Galtere International August 2011 - May 2013
Shumway Capital March 2010 - 2011
Guggenheim Partners November 2007 - March 2010
Freddie Mac June 2006 - November 2007
Lehman Brothers June 2005 - August 2005
Skills
Trading, Global Macro, Capital Markets, Securities Lending, Finance, Rates, Money Market, FX Options, ECN, Derivatives, Fixed Income, Quantitative Finance, Foreign Exchange, Hedge Funds, Structured Products, Bloomberg
Education
The George Washington University 2002 — 2006
BBA, Finance and Philosophy
Saline High School
Moore Capital Management August 2013 - Present
Brevan Howard May 2013 - July 2013
Galtere International August 2011 - May 2013
Shumway Capital March 2010 - 2011
Guggenheim Partners November 2007 - March 2010
Freddie Mac June 2006 - November 2007
Lehman Brothers June 2005 - August 2005
Skills
Trading, Global Macro, Capital Markets, Securities Lending, Finance, Rates, Money Market, FX Options, ECN, Derivatives, Fixed Income, Quantitative Finance, Foreign Exchange, Hedge Funds, Structured Products, Bloomberg
Education
The George Washington University 2002 — 2006
BBA, Finance and Philosophy
Saline High School
Kristen Ekey's Guggenheim Partners Experience September 2014 - Present
Job Associate at Guggenheim Partners
Industry Law Practice
Experience
Guggenheim Partners September 2014 - Present
New York City Environmental Control Board June 2013 - August 2013
Federal Trade Commission May 2012 - August 2012
Fleishman-Hillard 2006 - July 2011
Skills
Public Relations
Education
Virginia Polytechnic Institute and State University 2001 — 2005
BS, Communications and Psychology
The College of William and Mary - Marshall Wythe Law School
Guggenheim Partners September 2014 - Present
New York City Environmental Control Board June 2013 - August 2013
Federal Trade Commission May 2012 - August 2012
Fleishman-Hillard 2006 - July 2011
Skills
Public Relations
Education
Virginia Polytechnic Institute and State University 2001 — 2005
BS, Communications and Psychology
The College of William and Mary - Marshall Wythe Law School
Howard Stock's Guggenheim Partners Experience July 2014 - Present
Job VP, Senior Investment Writer at Guggenheim Partners
Industry Marketing and Advertising
Experience
Guggenheim Partners July 2014 - Present
OppenheimerFunds January 2011 - July 2014
Bank Investment Consultant July 2004 - January 2011
American Banker July 2004 - January 2011
SourceMedia 1999 - January 2011
Investor Relations Business September 1999 - July 2004
Investment Dealer's Digest 2000 - 2004
London, centaur.co January 1996 - January 1999
Skills
Financial Writing, Editorial Strategy, Multimedia Project..., Editing, Social Media, Investments, Content Creation, Writing, Content Management, Copywriting, Blogging, Copy Editing, Social Networking, Press Releases, Marketing Communications, Research, Journalism, Digital Marketing, Newsletters, Editorial, Content Strategy, Marketing, Sales, Corporate Communications, Leadership, Media Relations, Content Development, Strategic Communications, Publications, Web Content, Internal Communications, Digital Media, Proofreading, Email Marketing, Web Content Management, Newspapers
Education
Queen Mary University of London 1993 — 1996
BA, English Language and Literature
Guggenheim Partners July 2014 - Present
OppenheimerFunds January 2011 - July 2014
Bank Investment Consultant July 2004 - January 2011
American Banker July 2004 - January 2011
SourceMedia 1999 - January 2011
Investor Relations Business September 1999 - July 2004
Investment Dealer's Digest 2000 - 2004
London, centaur.co January 1996 - January 1999
Skills
Financial Writing, Editorial Strategy, Multimedia Project..., Editing, Social Media, Investments, Content Creation, Writing, Content Management, Copywriting, Blogging, Copy Editing, Social Networking, Press Releases, Marketing Communications, Research, Journalism, Digital Marketing, Newsletters, Editorial, Content Strategy, Marketing, Sales, Corporate Communications, Leadership, Media Relations, Content Development, Strategic Communications, Publications, Web Content, Internal Communications, Digital Media, Proofreading, Email Marketing, Web Content Management, Newspapers
Education
Queen Mary University of London 1993 — 1996
BA, English Language and Literature
Chris Parisi's Guggenheim Partners Experience February 2010 - Present
Job Managing Director at Guggenheim Funds
Industry Investment Management
Experience
Guggenheim Partners February 2010 - Present
New York Life & MainStay Investments 2004 - 2010
BlackRock January 1996 - January 2004
Skills
Alternative Investments, Series 7, Mutual Funds, Asset Management, Asset Allocation, Investments, Series 63, Fixed Income, Equities, Securities
Education
Robert Morris University
Guggenheim Partners February 2010 - Present
New York Life & MainStay Investments 2004 - 2010
BlackRock January 1996 - January 2004
Skills
Alternative Investments, Series 7, Mutual Funds, Asset Management, Asset Allocation, Investments, Series 63, Fixed Income, Equities, Securities
Education
Robert Morris University
Jonathan Smyrl's Guggenheim Partners Experience January 2012 - July 2014
Job MBA Candidate at NYU Stern | Strategy | Consulting | M&A
Industry Management Consulting
Experience
NYU Stern School of Business August 2014 - Present
Deloitte May 2015 - July 2015
Guggenheim Partners January 2012 - July 2014
Analytics8 October 2009 - January 2012
Dunn Solutions Group November 2008 - October 2009
Dunn Solutions Group August 2005 - October 2008
Skills
Consulting, Strategy, Leadership, Project Management, Business Analysis, Analytics, Management, Analysis, Financial Modeling, Management Consulting, Process Improvement, Business Process, Business Development
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy, Management, and Finance
Taylor University 2001 — 2005
Bachelor of Science (B.S.), Computer Science, International Business, 3.67
NYU Stern School of Business August 2014 - Present
Deloitte May 2015 - July 2015
Guggenheim Partners January 2012 - July 2014
Analytics8 October 2009 - January 2012
Dunn Solutions Group November 2008 - October 2009
Dunn Solutions Group August 2005 - October 2008
Skills
Consulting, Strategy, Leadership, Project Management, Business Analysis, Analytics, Management, Analysis, Financial Modeling, Management Consulting, Process Improvement, Business Process, Business Development
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy, Management, and Finance
Taylor University 2001 — 2005
Bachelor of Science (B.S.), Computer Science, International Business, 3.67
Lee Personeni, CRPC's Guggenheim Partners Experience April 2010 - Present
Job Director at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Partners April 2010 - Present
Merrill Lynch May 2008 - May 2010
Merrill Lynch October 2006 - April 2007
Merrill Lynch April 2005 - October 2006
Travelers Life & Annuity 2005 - 2005
Prudential Securities 1994 - 2005
Skills
Wealth Management, Investments, Management, Portfolio Management, Business Development, Strategy, Mutual Funds, Series 7, Fixed Income, Financial Services, Branch Banking, Marketing, Equities, Financial Advisory, Alternative Investments, Asset Management, Series 63, Asset Allocation, Finance, Securities, Investment Advisory, Hedge Funds, Capital Markets, Investment Strategies
Education
Syracuse University 1989 — 1993
Guggenheim Partners April 2010 - Present
Merrill Lynch May 2008 - May 2010
Merrill Lynch October 2006 - April 2007
Merrill Lynch April 2005 - October 2006
Travelers Life & Annuity 2005 - 2005
Prudential Securities 1994 - 2005
Skills
Wealth Management, Investments, Management, Portfolio Management, Business Development, Strategy, Mutual Funds, Series 7, Fixed Income, Financial Services, Branch Banking, Marketing, Equities, Financial Advisory, Alternative Investments, Asset Management, Series 63, Asset Allocation, Finance, Securities, Investment Advisory, Hedge Funds, Capital Markets, Investment Strategies
Education
Syracuse University 1989 — 1993
Scott Hammond's Guggenheim Partners Experience July 2009 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2009 - Present
Transparent Value July 2009 - June 2010
Northern Trust 2007 - 2009
Northern Trust Global Investments 2006 - 2009
Barclays Global Investors 1999 - 2006
Skills
Investments, Equities, Portfolio Management, Asset Management, ETFs, Integration
Education
Purdue University
Master of Business Administration (MBA)
University of New Hampshire
Bachelor of Arts (BA), Economics/Computer Science
Guggenheim Partners July 2009 - Present
Transparent Value July 2009 - June 2010
Northern Trust 2007 - 2009
Northern Trust Global Investments 2006 - 2009
Barclays Global Investors 1999 - 2006
Skills
Investments, Equities, Portfolio Management, Asset Management, ETFs, Integration
Education
Purdue University
Master of Business Administration (MBA)
University of New Hampshire
Bachelor of Arts (BA), Economics/Computer Science
Leigh Wang's Guggenheim Partners Experience November 2012 - Present
Job Vice President
Industry Financial Services
Experience
Guggenheim Partners November 2012 - Present
Nomura International (Hong Kong) Limited January 2011 - January 2012
Beijing Amberdale Trading Limited April 2010 - September 2010
D. E. Shaw & Co. 2006 - July 2009
Deloitte September 2003 - January 2006
Skills
Financial Analysis, Equities
Education
Purdue University 2000 — 2003
Tsinghua University
Guggenheim Partners November 2012 - Present
Nomura International (Hong Kong) Limited January 2011 - January 2012
Beijing Amberdale Trading Limited April 2010 - September 2010
D. E. Shaw & Co. 2006 - July 2009
Deloitte September 2003 - January 2006
Skills
Financial Analysis, Equities
Education
Purdue University 2000 — 2003
Tsinghua University
Lori A. McNeill's Guggenheim Partners Experience February 2014 - April 2014
Job GCM Grosvenor
Industry Investment Management
Experience
GCM Grosvenor May 2014 - Present
Guggenheim Partners February 2014 - April 2014
TPG-Axon Capital February 2007 - November 2012
Richmond Management October 2005 - January 2007
Wachtell, Lipton, Rosen & Katz November 2003 - October 2004
O'Melveny & Myers LLP December 1998 - November 2003
FBI April 1996 - September 1996
Skills
NYS Notary Public, Notary Public..., Alternative Investments, Asset Management, Hedge Funds, Mergers
Education
Pepperdine University
Bachelor of Arts (BA), Political Science
GCM Grosvenor May 2014 - Present
Guggenheim Partners February 2014 - April 2014
TPG-Axon Capital February 2007 - November 2012
Richmond Management October 2005 - January 2007
Wachtell, Lipton, Rosen & Katz November 2003 - October 2004
O'Melveny & Myers LLP December 1998 - November 2003
FBI April 1996 - September 1996
Skills
NYS Notary Public, Notary Public..., Alternative Investments, Asset Management, Hedge Funds, Mergers
Education
Pepperdine University
Bachelor of Arts (BA), Political Science
Amy Konz's Guggenheim Partners Experience January 2006 - September 2008
Job International Finance and Payroll
Industry Internet
Experience
The Methodist Hospital November 2010 - Present
The Northern Trust Company March 2010 - September 2010
CareerBuilder.com September 2008 - September 2009
Guggenheim Partners January 2006 - September 2008
Sullivan-Palatek, Inc. September 1998 - February 2005
Skills
Deferred Compensation, Payroll, HRIS, Employee Relations, Human Resources, Budgets, Process Improvement, Policy, Training, Employee Benefits, Recruiting, Customer Service
Education
Purdue University 2001 — 2005
B.S., Business Management
The Methodist Hospital November 2010 - Present
The Northern Trust Company March 2010 - September 2010
CareerBuilder.com September 2008 - September 2009
Guggenheim Partners January 2006 - September 2008
Sullivan-Palatek, Inc. September 1998 - February 2005
Skills
Deferred Compensation, Payroll, HRIS, Employee Relations, Human Resources, Budgets, Process Improvement, Policy, Training, Employee Benefits, Recruiting, Customer Service
Education
Purdue University 2001 — 2005
B.S., Business Management
Jeff Lange's Guggenheim Partners Experience 2005 - Present
Job Senior Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 2005 - Present
Education
Yale Law School 1988 — 1990
JD
Stanford University 1980 — 1986
Guggenheim Partners 2005 - Present
Education
Yale Law School 1988 — 1990
JD
Stanford University 1980 — 1986
Raj Rathi, CFA's Guggenheim Partners Experience October 2014 - Present
Job Investment Banking Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2014 - Present
Ernst & Young June 2011 - September 2014
Sutherland Global Services March 2008 - June 2009
Advantage Data March 2007 - May 2007
Skills
Business Valuation, Research, Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Equities, Bloomberg, Risk Management, Analysis, Private Equity, Due Diligence, Finance, Fixed Income, Financial Reporting, Hedge Funds
Education
University of Massachusetts Boston 2009 — 2010
MBA, Finance and Accounting
Rochester Institute of Technology 2005 — 2008
BS, Finance, Economics
Guggenheim Partners October 2014 - Present
Ernst & Young June 2011 - September 2014
Sutherland Global Services March 2008 - June 2009
Advantage Data March 2007 - May 2007
Skills
Business Valuation, Research, Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Equities, Bloomberg, Risk Management, Analysis, Private Equity, Due Diligence, Finance, Fixed Income, Financial Reporting, Hedge Funds
Education
University of Massachusetts Boston 2009 — 2010
MBA, Finance and Accounting
Rochester Institute of Technology 2005 — 2008
BS, Finance, Economics
Susana Iannicelli's Guggenheim Partners Experience March 2011 - Present
Job Director / Guggenheim Partners
Industry Real Estate
Experience
Guggenheim Partners March 2011 - Present
Kimco Realty Corporation February 2010 - April 2011
Credit Suisse June 1998 - December 2008
Davis Polk & Wardwell LLP 1994 - 1998
Skills
Real Estate Economics, Asset Managment, Valuation, Capital Markets, Real Estate, Financial Modeling, Investments, Underwriting, Private Equity, Financial Analysis, Mergers & Acquisitions, Commercial Lending, Structured Finance, Real Estate Development, Corporate Finance, Portfolio Management, Commercial Real Estate, Due Diligence, Financial Structuring, Asset Management, Real Estate Financing, Equities, CMBS, Investment Banking
Education
State University of New York College at Buffalo 1986 — 1989
Guggenheim Partners March 2011 - Present
Kimco Realty Corporation February 2010 - April 2011
Credit Suisse June 1998 - December 2008
Davis Polk & Wardwell LLP 1994 - 1998
Skills
Real Estate Economics, Asset Managment, Valuation, Capital Markets, Real Estate, Financial Modeling, Investments, Underwriting, Private Equity, Financial Analysis, Mergers & Acquisitions, Commercial Lending, Structured Finance, Real Estate Development, Corporate Finance, Portfolio Management, Commercial Real Estate, Due Diligence, Financial Structuring, Asset Management, Real Estate Financing, Equities, CMBS, Investment Banking
Education
State University of New York College at Buffalo 1986 — 1989
Patrick Meyers's Guggenheim Partners Experience September 2013 - December 2013
Job Graphic Designer at Weil, Gotshal & Manges LLP
Industry Marketing and Advertising
Experience
Weil, Gotshal & Manges LLP February 2015 - Present
Weil, Gotshal & Manges (via Aquent Studios) December 2013 - February 2015
Guggenheim Partners September 2013 - December 2013
RS Funds/Guardian Life Insurance Company of America November 2009 - June 2013
Freelance 2008 - November 2009
Merrill Lynch 2006 - 2008
Merrill Lynch 1996 - 2006
Skills
Illustrator, InDesign, Advertising, Adobe Acrobat, Layout, Photoshop, Graphics, Brochures, Web Design, Marketing, Creative Direction, Graphic Design, Adobe Creative Suite
Education
Southern Connecticut State University
Bachelor's degree, Corporate Communications
Weil, Gotshal & Manges LLP February 2015 - Present
Weil, Gotshal & Manges (via Aquent Studios) December 2013 - February 2015
Guggenheim Partners September 2013 - December 2013
RS Funds/Guardian Life Insurance Company of America November 2009 - June 2013
Freelance 2008 - November 2009
Merrill Lynch 2006 - 2008
Merrill Lynch 1996 - 2006
Skills
Illustrator, InDesign, Advertising, Adobe Acrobat, Layout, Photoshop, Graphics, Brochures, Web Design, Marketing, Creative Direction, Graphic Design, Adobe Creative Suite
Education
Southern Connecticut State University
Bachelor's degree, Corporate Communications
Ralph Bishop's Guggenheim Partners Experience 2010 - Present
Job Senior Director of Finance at Guggenheim Retail Real Estate Partners Inc., a Guggenheim Partners Company
Industry Financial Services
Experience
Guggenheim Partners 2010 - Present
Skills
Financial Analysis, Forecasting, Strategic Planning, Accounting, Financial Modeling, Financial Reporting
Education
Texas State University 1991 — 1996
Bachelor of Business Administration, Accounting
Guggenheim Partners 2010 - Present
Skills
Financial Analysis, Forecasting, Strategic Planning, Accounting, Financial Modeling, Financial Reporting
Education
Texas State University 1991 — 1996
Bachelor of Business Administration, Accounting
Eric Voelker's Guggenheim Partners Experience July 2009 - Present
Job Managing Director Structured Credit at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2009 - Present
Lehman Brothers June 2002 - January 2009
Education
Princeton University 1998 — 2002
Guggenheim Partners July 2009 - Present
Lehman Brothers June 2002 - January 2009
Education
Princeton University 1998 — 2002
Ted Nasca's Guggenheim Partners Experience June 2013 - January 2015
Job Managing Director CMBS Originations at Greystone & Co.
Industry Commercial Real Estate
Experience
Greystone & Co. January 2015 - Present
Guggenheim Partners June 2013 - January 2015
Cantor Commercial Real Estate January 2011 - May 2013
Credit Suisse January 2000 - December 2008
Bank of America 1994 - 2000
Education
University of California, Davis 1984 — 1990
BA, Sociology of Law, International Business
Pontifícia Universidade Católica do Rio de Janeiro 1988 — 1988
International Business
Greystone & Co. January 2015 - Present
Guggenheim Partners June 2013 - January 2015
Cantor Commercial Real Estate January 2011 - May 2013
Credit Suisse January 2000 - December 2008
Bank of America 1994 - 2000
Education
University of California, Davis 1984 — 1990
BA, Sociology of Law, International Business
Pontifícia Universidade Católica do Rio de Janeiro 1988 — 1988
International Business
David Gold's Guggenheim Partners Experience 2010 - 2013
Job Portfolio Manager at CalSTRS
Industry Investment Management
Experience
CalSTRS 2015 - Present
Guggenheim Partners 2010 - 2013
Coastline Partners 2008 - 2010
Centre Pacific, LLC 2000 - 2007
Transamerica 1995 - 2000
Duff & Phelps 1990 - 1994
Moody's Investors Service 1987 - 1988
Skills
Equities, Fixed Income, Investment Advisory, ABS, Hedge Funds, Capital Markets, Securities, Credit, Alternative Investments, Structured Finance, Investments, Valuation, Asset Management, Private Equity, Portfolio Management, Financial Modeling
Education
The University of Chicago - Booth School of Business
MBA, Finance
The George Washington University
BA, Economics
Thomas S. Wootton HS
CalSTRS 2015 - Present
Guggenheim Partners 2010 - 2013
Coastline Partners 2008 - 2010
Centre Pacific, LLC 2000 - 2007
Transamerica 1995 - 2000
Duff & Phelps 1990 - 1994
Moody's Investors Service 1987 - 1988
Skills
Equities, Fixed Income, Investment Advisory, ABS, Hedge Funds, Capital Markets, Securities, Credit, Alternative Investments, Structured Finance, Investments, Valuation, Asset Management, Private Equity, Portfolio Management, Financial Modeling
Education
The University of Chicago - Booth School of Business
MBA, Finance
The George Washington University
BA, Economics
Thomas S. Wootton HS
ronnette summers's Guggenheim Partners Experience June 2014 - Present
Job associate at Royal Bank of Scotland
Industry Financial Services
Experience
Guggenheim Partners June 2014 - Present
Royal Bank of Scotland July 2011 - June 2014
Commerzbank (formerly known as Dresdner Bank AG) November 1986 - May 2010
Skills
Fixed Income, Investment Banking, Capital Markets, Banking, Structured Products, Equities, DTC, ADP, International..., Euroclear, Clearstream, Repos, ROUND ROBINS, Commercial Paper, MORTGAGE SECURITIES..., STOCK LOAN SETTEMENTS, Corporates, Account Reconciliation, Securities, Cash Management, Financial Risk
Education
St. Francis College 1992 — 1995
Bachelor's degree, business management
Taylor Business Institute 1990 — 1992
Associate's degree, business management
Guggenheim Partners June 2014 - Present
Royal Bank of Scotland July 2011 - June 2014
Commerzbank (formerly known as Dresdner Bank AG) November 1986 - May 2010
Skills
Fixed Income, Investment Banking, Capital Markets, Banking, Structured Products, Equities, DTC, ADP, International..., Euroclear, Clearstream, Repos, ROUND ROBINS, Commercial Paper, MORTGAGE SECURITIES..., STOCK LOAN SETTEMENTS, Corporates, Account Reconciliation, Securities, Cash Management, Financial Risk
Education
St. Francis College 1992 — 1995
Bachelor's degree, business management
Taylor Business Institute 1990 — 1992
Associate's degree, business management
Paul Hinkle's Guggenheim Partners Experience November 2009 - March 2012
Job Director of Client Portfolio Management at Cove Street Capital
Industry Investment Management
Experience
Cove Street Capital 2012 - Present
Guggenheim Partners November 2009 - March 2012
Silverstrand Enterprises January 2009 - November 2009
Bear Stearns May 2004 - June 2008
Needham & Company October 1997 - March 2001
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Finance and Entrepreneurial Studies
Stanford University 1992 — 1996
AB, International Relations
Cove Street Capital 2012 - Present
Guggenheim Partners November 2009 - March 2012
Silverstrand Enterprises January 2009 - November 2009
Bear Stearns May 2004 - June 2008
Needham & Company October 1997 - March 2001
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Finance and Entrepreneurial Studies
Stanford University 1992 — 1996
AB, International Relations
Allison Lloyd's Guggenheim Partners Experience March 2014 - Present
Job Experienced professional in the areas of recruiting, human resources, program development and expense management.
Industry Financial Services
Experience
Guggenheim Partners March 2014 - Present
Skills
Public Relations, Event Management, Recruiting, Strategic Financial..., Human Resources, Process Scheduler, Talent Acquisition, Social Networking, Facebook, Interviews, Marketing, Data Entry, Training, Sales, Talent Management, Taleo, Expense Management, Event Planning, Program Coordination, Applicant Tracking..., Onboarding, College Recruiting, Expense Reports, Management, Budgets, Microsoft Excel, Leadership, Social Media, PowerPoint, Microsoft Office, Time Management, internship programming, workday, Employee Relations, Customer Service, Team Leadership, Team Building, Microsoft Word, Hiring, Strategic Planning, Research, Negotiation, Finance, Talent Pipelining, Social Media Marketing, Communication, Marketing Strategy, Public Speaking, calendar management, Relationship Management
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2009
BS
Tel Aviv University 2008 — 2008
Swiss School of Tourism & Hospitality 2007 — 2007
Solomon Schechter Day School 2002 — 2006
High School Diploma
Guggenheim Partners March 2014 - Present
Skills
Public Relations, Event Management, Recruiting, Strategic Financial..., Human Resources, Process Scheduler, Talent Acquisition, Social Networking, Facebook, Interviews, Marketing, Data Entry, Training, Sales, Talent Management, Taleo, Expense Management, Event Planning, Program Coordination, Applicant Tracking..., Onboarding, College Recruiting, Expense Reports, Management, Budgets, Microsoft Excel, Leadership, Social Media, PowerPoint, Microsoft Office, Time Management, internship programming, workday, Employee Relations, Customer Service, Team Leadership, Team Building, Microsoft Word, Hiring, Strategic Planning, Research, Negotiation, Finance, Talent Pipelining, Social Media Marketing, Communication, Marketing Strategy, Public Speaking, calendar management, Relationship Management
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2009
BS
Tel Aviv University 2008 — 2008
Swiss School of Tourism & Hospitality 2007 — 2007
Solomon Schechter Day School 2002 — 2006
High School Diploma
Jeremiah Bates's Guggenheim Partners Experience January 2014 - Present
Job Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners January 2014 - Present
Guggenheim Partners January 2012 - December 2013
Perella Weinberg Partners February 2010 - August 2011
Jefferies & Company June 2008 - February 2010
Bear Stearns June 2005 - June 2008
Skills
Investments, Private Equity, Venture Capital, Asset Management, Mergers & Acquisitions, Leveraged Finance, Financial Analysis, M&A experience, Digital Media, Media & Entertainment, Start-ups, Portfolio Management, Hedge Funds, Valuation, Business Strategy, Debt & Equity Financing, Securities, Derivatives, Asset Managment, Excel models, Corporate Finance, Credit, Strategy, Mergers, Structured Finance, Buyouts, Fundamental Analysis, Financial Modeling, Risk Arbitrage, Shareholder Activism
Education
Penn State University 2001 — 2005
Bachelor, Economics
Guggenheim Partners January 2014 - Present
Guggenheim Partners January 2012 - December 2013
Perella Weinberg Partners February 2010 - August 2011
Jefferies & Company June 2008 - February 2010
Bear Stearns June 2005 - June 2008
Skills
Investments, Private Equity, Venture Capital, Asset Management, Mergers & Acquisitions, Leveraged Finance, Financial Analysis, M&A experience, Digital Media, Media & Entertainment, Start-ups, Portfolio Management, Hedge Funds, Valuation, Business Strategy, Debt & Equity Financing, Securities, Derivatives, Asset Managment, Excel models, Corporate Finance, Credit, Strategy, Mergers, Structured Finance, Buyouts, Fundamental Analysis, Financial Modeling, Risk Arbitrage, Shareholder Activism
Education
Penn State University 2001 — 2005
Bachelor, Economics
Don Walsh's Guggenheim Partners Experience September 2010 - Present
Job Managing Director Business Aviation at Guggenheim Partners
Industry Banking
Experience
Guggenheim Partners September 2010 - Present
US Bank Equipment Finance December 2009 - September 2010
Key Equipment Finance April 2004 - November 2009
Boeing Capital 1989 - 2004
Education
Pepperdine University 1990 — 1992
MBA, Finance
University of the Pacific 1983 — 1987
BS, Finance
Guggenheim Partners September 2010 - Present
US Bank Equipment Finance December 2009 - September 2010
Key Equipment Finance April 2004 - November 2009
Boeing Capital 1989 - 2004
Education
Pepperdine University 1990 — 1992
MBA, Finance
University of the Pacific 1983 — 1987
BS, Finance
Torie Pennington von Alt's Guggenheim Partners Experience 2012 - 2013
Job Founder, Victorie Communications // Partner, Man Bites Dog
Industry Public Relations and Communications
Experience
Guggenheim Partners 2012 - 2013
UBS 2010 - 2012
Lehman Brothers / Nomura 2006 - 2010
Financial Dynamics 2004 - 2006
Edelman 1999 - 2004
Skills
Public Relations, Crisis Communications, Executive Positioning, M&A/IPO/Bankruptcy..., Financial Communications, Reputation Management, Positioning, Corporate Communications, Crisis Management, Internal Communications, Media Relations, Strategic Communications
Education
Smith College
Bachelor of Arts (B.A.), Political Science / Economics
Brooks School
Guggenheim Partners 2012 - 2013
UBS 2010 - 2012
Lehman Brothers / Nomura 2006 - 2010
Financial Dynamics 2004 - 2006
Edelman 1999 - 2004
Skills
Public Relations, Crisis Communications, Executive Positioning, M&A/IPO/Bankruptcy..., Financial Communications, Reputation Management, Positioning, Corporate Communications, Crisis Management, Internal Communications, Media Relations, Strategic Communications
Education
Smith College
Bachelor of Arts (B.A.), Political Science / Economics
Brooks School
Roxanne Punwasi's Guggenheim Partners Experience 2010 - June 2014
Job Assistant Vice President at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management June 2014 - Present
Guggenheim Partners 2010 - June 2014
Cambridge Financial Associates April 2008 - July 2011
Capital Guardian Trust Company May 2007 - June 2009
Deutsche Asset Management 2001 - 2007
CDC Investments Management Corporation 2000 - 2001
Education
Queens College
BA, Accounting and Information systems
Voya Investment Management June 2014 - Present
Guggenheim Partners 2010 - June 2014
Cambridge Financial Associates April 2008 - July 2011
Capital Guardian Trust Company May 2007 - June 2009
Deutsche Asset Management 2001 - 2007
CDC Investments Management Corporation 2000 - 2001
Education
Queens College
BA, Accounting and Information systems
Carolina Sportella's Guggenheim Partners Experience 2009 - 2013
Job Fund Controller & Investor Relations
Industry Accounting
Experience
SS&C GlobeOp 2014 - Present
Guggenheim Partners 2009 - 2013
Ernst & Young 2005 - 2009
Skills
GAAP, Accounting, Internal Controls, Financial Analysis, Financial Reporting
Education
Queens College
Bachelor’s Degree
SS&C GlobeOp 2014 - Present
Guggenheim Partners 2009 - 2013
Ernst & Young 2005 - 2009
Skills
GAAP, Accounting, Internal Controls, Financial Analysis, Financial Reporting
Education
Queens College
Bachelor’s Degree
Scott Panza's Guggenheim Partners Experience June 2013 - May 2015
Job Operations Analyst at Contrarian Capital Management
Industry Financial Services
Experience
Contrarian Capital Management August 2015 - Present
Incapture Investments, LLC June 2015 - August 2015
Guggenheim Partners June 2013 - May 2015
International Fund Services, A State Street Company April 2010 - June 2013
Skills
Alternative Investments, Bloomberg, Derivatives, Equities, Finance, Fixed Income, Hedge Funds, Microsoft Excel, Financial Analysis, Financial Modeling, Valuation, Investments
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Fairfield College Preparatory School 2001 — 2005
Contrarian Capital Management August 2015 - Present
Incapture Investments, LLC June 2015 - August 2015
Guggenheim Partners June 2013 - May 2015
International Fund Services, A State Street Company April 2010 - June 2013
Skills
Alternative Investments, Bloomberg, Derivatives, Equities, Finance, Fixed Income, Hedge Funds, Microsoft Excel, Financial Analysis, Financial Modeling, Valuation, Investments
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Fairfield College Preparatory School 2001 — 2005
Alexander Palmer's Guggenheim Partners Experience July 2013 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2013 - Present
Deloitte September 2010 - July 2013
Deloitte June 2009 - August 2009
Skills
Internal Controls, SEC filings, Financial Reporting, Corporate Governance, US GAAP, Private Equity, External Audit, Financial Accounting, Sarbanes-Oxley Act, CPA, IFRS, SEC Filings, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2010
MS, Accounting
Washington University in St. Louis - Olin Business School 2004 — 2009
BSBA, Accounting
Guggenheim Partners July 2013 - Present
Deloitte September 2010 - July 2013
Deloitte June 2009 - August 2009
Skills
Internal Controls, SEC filings, Financial Reporting, Corporate Governance, US GAAP, Private Equity, External Audit, Financial Accounting, Sarbanes-Oxley Act, CPA, IFRS, SEC Filings, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2010
MS, Accounting
Washington University in St. Louis - Olin Business School 2004 — 2009
BSBA, Accounting
Lauren Hayden's Guggenheim Partners Experience September 2008 - September 2010
Job WWWW Foundation (QuadW Foundation)
Industry Philanthropy
Experience
WWWW Foundation, Inc. July 2006 - Present
MSD Capital August 2010 - July 2012
Guggenheim Partners September 2008 - September 2010
Skills
Capital IQ, Valuation, Philanthropy, Hedge Funds
Education
Southern Methodist University 2004 — 2008
WWWW Foundation, Inc. July 2006 - Present
MSD Capital August 2010 - July 2012
Guggenheim Partners September 2008 - September 2010
Skills
Capital IQ, Valuation, Philanthropy, Hedge Funds
Education
Southern Methodist University 2004 — 2008
Luke Lyons's Guggenheim Partners Experience March 2012 - Present
Job Managing Director: Global Head: Equity and Equity Dervivative Trading at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2012 - Present
CBOE/CBSX February 2010 - January 2015
AllianceBernstein June 2008 - December 2011
Diamondback Capital May 2006 - June 2008
Deutsche Bank June 2002 - April 2006
Skills
Derivatives, Trading, Equities, Fixed Income, Options
Education
Springfield College
A.B
Guggenheim Partners March 2012 - Present
CBOE/CBSX February 2010 - January 2015
AllianceBernstein June 2008 - December 2011
Diamondback Capital May 2006 - June 2008
Deutsche Bank June 2002 - April 2006
Skills
Derivatives, Trading, Equities, Fixed Income, Options
Education
Springfield College
A.B
Tom Stein's Guggenheim Partners Experience September 2013 - Present
Job Managing Director at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners September 2013 - Present
Goldman Sachs September 2005 - Present
Wells Fargo August 1997 - August 2005
Bank of America June 1990 - July 1997
Skills
High Yield, Loan Origination, Capital Markets, Leveraged Finance, Loans, LBO, Investment Banking, Fixed Income, Structured Finance, Private Equity, Financial Structuring, Structured Products, Valuation, Bonds, Equities, Corporate Finance, Emerging Markets, Syndications, Portfolio Management, Financial Modeling, Derivatives, Mezzanine
Education
The University of Chicago - Booth School of Business 1989 — 1991
Master of Business Administration (MBA), Finance, General
Santa Clara University 1981 — 1985
BS, Economics
Guggenheim Partners September 2013 - Present
Goldman Sachs September 2005 - Present
Wells Fargo August 1997 - August 2005
Bank of America June 1990 - July 1997
Skills
High Yield, Loan Origination, Capital Markets, Leveraged Finance, Loans, LBO, Investment Banking, Fixed Income, Structured Finance, Private Equity, Financial Structuring, Structured Products, Valuation, Bonds, Equities, Corporate Finance, Emerging Markets, Syndications, Portfolio Management, Financial Modeling, Derivatives, Mezzanine
Education
The University of Chicago - Booth School of Business 1989 — 1991
Master of Business Administration (MBA), Finance, General
Santa Clara University 1981 — 1985
BS, Economics
Magda Gosiewski, CPA's Guggenheim Partners Experience March 2013 - Present
Job Fund Accountant at Guggenheim Fund Solutions, LLC
Industry Financial Services
Experience
Guggenheim Partners March 2013 - Present
Morgan Stanley May 2012 - March 2013
Gruber Palumberi Raffaele, PC CPA September 2010 - May 2012
David Sacino, CPA May 2009 - September 2010
David Sacino, CPA January 2006 - May 2009
Skills
Accounting, GAAP, Financial Reporting, Microsoft Excel, QuickBooks, Bank Reconciliation, Tax Accounting, IFRS, Workday, Oracle, Hyperion HFM, CBI, Account Reconciliation, Financial Accounting, General Ledger, Microsoft Office, Financial Statements, CPA, US GAAP, Accounts Payable
Education
Queens College 2005 — 2009
Bachelor of Arts (B.A.), Accounting and Information Systems
Guggenheim Partners March 2013 - Present
Morgan Stanley May 2012 - March 2013
Gruber Palumberi Raffaele, PC CPA September 2010 - May 2012
David Sacino, CPA May 2009 - September 2010
David Sacino, CPA January 2006 - May 2009
Skills
Accounting, GAAP, Financial Reporting, Microsoft Excel, QuickBooks, Bank Reconciliation, Tax Accounting, IFRS, Workday, Oracle, Hyperion HFM, CBI, Account Reconciliation, Financial Accounting, General Ledger, Microsoft Office, Financial Statements, CPA, US GAAP, Accounts Payable
Education
Queens College 2005 — 2009
Bachelor of Arts (B.A.), Accounting and Information Systems
Austin Harbour's Guggenheim Partners Experience June 2010 - August 2010
Job Vice President at Lazard
Industry Investment Banking
Experience
Lazard September 2015 - Present
Simmons & Company International August 2014 - September 2015
Simmons & Company International June 2012 - August 2014
Bank of America Merrill Lynch March 2011 - June 2012
Guggenheim Partners June 2010 - August 2010
D. R. Horton, Inc. July 2006 - July 2009
D. R. Horton, Inc. July 2004 - July 2006
Education
Texas A&M University 2009 — 2010
MBA, Finance, 4.0
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
BBA, Business Management & Entrepreneurship
Lazard September 2015 - Present
Simmons & Company International August 2014 - September 2015
Simmons & Company International June 2012 - August 2014
Bank of America Merrill Lynch March 2011 - June 2012
Guggenheim Partners June 2010 - August 2010
D. R. Horton, Inc. July 2006 - July 2009
D. R. Horton, Inc. July 2004 - July 2006
Education
Texas A&M University 2009 — 2010
MBA, Finance, 4.0
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
BBA, Business Management & Entrepreneurship
Tarra Gluss's Guggenheim Partners Experience September 2014 - Present
Job Corporate Administration Professional
Industry Consumer Services
Experience
Guggenheim Partners September 2014 - Present
Preferred Hotel Group October 2010 - September 2014
Preferred Hotel Group October 2010 - September 2011
Western Illinois Tourism Development Office December 2008 - June 2010
Skills
Customer Service, Microsoft Office, Data Entry, PowerPoint, Hotels, Outlook, Event Planning, Time Management, Event Management, Microsoft Word, CRM databases, Microsoft Excel, Adobe Acrobat Pro, Microsoft Publisher, Management, Social Media, Email Marketing, Leadership, Team Building, Training, CRM, Adobe Acrobat
Education
Southern Illinois University, Carbondale 2006 — 2008
B.S., Hospitality and Tourism Administration; Hospitality Management, Tourism
Guggenheim Partners September 2014 - Present
Preferred Hotel Group October 2010 - September 2014
Preferred Hotel Group October 2010 - September 2011
Western Illinois Tourism Development Office December 2008 - June 2010
Skills
Customer Service, Microsoft Office, Data Entry, PowerPoint, Hotels, Outlook, Event Planning, Time Management, Event Management, Microsoft Word, CRM databases, Microsoft Excel, Adobe Acrobat Pro, Microsoft Publisher, Management, Social Media, Email Marketing, Leadership, Team Building, Training, CRM, Adobe Acrobat
Education
Southern Illinois University, Carbondale 2006 — 2008
B.S., Hospitality and Tourism Administration; Hospitality Management, Tourism
Raoul Lobo's Guggenheim Partners Experience May 2014 - September 2015
Job Associate at Century Capital Partners
Industry Venture Capital & Private Equity
Experience
Century Capital Partners September 2015 - Present
Guggenheim Partners May 2014 - September 2015
Willis Capital Markets & Advisory September 2012 - May 2014
Arch Insurance Group July 2011 - September 2012
St. John's University September 2010 - July 2011
St. John's University September 2007 - September 2010
Morgan Stanley May 2009 - July 2009
Citibank (India) July 2008 - August 2008
Standard Chartered Bank (India) June 2008 - July 2008
Skills
Portfolio Management, Equities, Banking, Risk Management, Qualitative Research, Management, Mergers & Acquisitions, Capital Markets, Strategy, Financial Risk, Hedge Funds, Financial Modeling, Valuation, Investment Banking, Catastrophe Bonds, Structured Finance, Insurance Linked..., Private Equity, LBO, Corporate Finance, DCF Valuation, Financial Institutions, Financial Services, Analysis, Analytical Skills, Creative Strategy, Initiator, Communication, People-oriented, Sales
Education
St. John's University. New York 2010 — 2012
Master of Science, Management of Risk
St. John's University 2006 — 2010
Bachelor o f Science (summa cum laude), Finance
Mallya Aditi International School
St. John's High School, Chandigarh
Century Capital Partners September 2015 - Present
Guggenheim Partners May 2014 - September 2015
Willis Capital Markets & Advisory September 2012 - May 2014
Arch Insurance Group July 2011 - September 2012
St. John's University September 2010 - July 2011
St. John's University September 2007 - September 2010
Morgan Stanley May 2009 - July 2009
Citibank (India) July 2008 - August 2008
Standard Chartered Bank (India) June 2008 - July 2008
Skills
Portfolio Management, Equities, Banking, Risk Management, Qualitative Research, Management, Mergers & Acquisitions, Capital Markets, Strategy, Financial Risk, Hedge Funds, Financial Modeling, Valuation, Investment Banking, Catastrophe Bonds, Structured Finance, Insurance Linked..., Private Equity, LBO, Corporate Finance, DCF Valuation, Financial Institutions, Financial Services, Analysis, Analytical Skills, Creative Strategy, Initiator, Communication, People-oriented, Sales
Education
St. John's University. New York 2010 — 2012
Master of Science, Management of Risk
St. John's University 2006 — 2010
Bachelor o f Science (summa cum laude), Finance
Mallya Aditi International School
St. John's High School, Chandigarh
Bryan Lemley's Guggenheim Partners Experience September 2014 - Present
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
Smeal Trading Room August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
UniCredit Bank June 2011 - July 2011
Education
Penn State University 2009 — 2013
B.S., Finance
Penn State University 2009 — 2013
BS, Finance
Guggenheim Partners September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
Smeal Trading Room August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
UniCredit Bank June 2011 - July 2011
Education
Penn State University 2009 — 2013
B.S., Finance
Penn State University 2009 — 2013
BS, Finance
Jun Hwan (Paul) Choi's Guggenheim Partners Experience January 2013 - Present
Job Tech Services Business Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2013 - Present
The Burgiss Group June 2011 - August 2011
Credit Agricole CIB 2009 - 2010
Skills
Disaster Recovery
Education
Stevens Institute of Technology 2008 — 2012
Quantitative Finance
Guggenheim Partners January 2013 - Present
The Burgiss Group June 2011 - August 2011
Credit Agricole CIB 2009 - 2010
Skills
Disaster Recovery
Education
Stevens Institute of Technology 2008 — 2012
Quantitative Finance
Kostadin Kolev's Guggenheim Partners Experience September 2011 - Present
Job Vice President Quantitative Portfolio Analyst and Systems Developer at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners September 2011 - Present
Teleos Management January 2005 - September 2011
Teleos Management January 2005 - September 2011
Teleos Management January 2002 - December 2005
Teleos Management January 1999 - January 2002
Skills
Trading, Hedge Funds, Equities, Portfolio Management, Fixed Income, Investments, FX, Currency, Commodity, Trading Systems, Bloomberg, Financial Modeling, Derivatives, Options, Alternative Investments, Capital Markets, VBA, Bonds, Equity Trading, Hedging
Education
SOAS University of London 2000 — 2002
Masters, Financial Economics
St. Lawrence University 1995 — 1999
BA, Economics and and Chemistry with Minor in Computer Science
Guggenheim Partners September 2011 - Present
Teleos Management January 2005 - September 2011
Teleos Management January 2005 - September 2011
Teleos Management January 2002 - December 2005
Teleos Management January 1999 - January 2002
Skills
Trading, Hedge Funds, Equities, Portfolio Management, Fixed Income, Investments, FX, Currency, Commodity, Trading Systems, Bloomberg, Financial Modeling, Derivatives, Options, Alternative Investments, Capital Markets, VBA, Bonds, Equity Trading, Hedging
Education
SOAS University of London 2000 — 2002
Masters, Financial Economics
St. Lawrence University 1995 — 1999
BA, Economics and and Chemistry with Minor in Computer Science
Chandanie Persaud's Guggenheim Partners Experience July 2013 - August 2013
Job Bank Teller at Dime Savings Bank
Industry Banking
Experience
Disney Store November 2013 - January 2014
Guggenheim Partners July 2013 - August 2013
Om Factory Yoga Studio August 2012 - August 2013
Leonard Schutzman Associates June 2013 - June 2013
Skills
PowerPoint, Marketing Strategy, Microsoft Excel, Social Media, Time Management, Sales, Microsoft Word, Microsoft Office, Teamwork, Research, Event Planning, Outlook, Customer Service, Access, Social Networking, English, Adobe Illustrator, Drawing
Education
Queens College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Richmond Hill High School 2005 — 2009
Advanced Regents Diploma
Disney Store November 2013 - January 2014
Guggenheim Partners July 2013 - August 2013
Om Factory Yoga Studio August 2012 - August 2013
Leonard Schutzman Associates June 2013 - June 2013
Skills
PowerPoint, Marketing Strategy, Microsoft Excel, Social Media, Time Management, Sales, Microsoft Word, Microsoft Office, Teamwork, Research, Event Planning, Outlook, Customer Service, Access, Social Networking, English, Adobe Illustrator, Drawing
Education
Queens College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Richmond Hill High School 2005 — 2009
Advanced Regents Diploma
Maggie Irvin's Guggenheim Partners Experience March 2014 - Present
Job Brand Marketing Analyst at Guggenheim Partners
Industry Marketing and Advertising
Experience
Guggenheim Partners March 2014 - Present
Guggenheim Partners September 2013 - February 2014
Ford Dining Court August 2010 - May 2013
United Way of McLean County July 2012 - August 2012
Frank PR Australia May 2012 - July 2012
Business Builders May 2011 - August 2011
Purdue University January 2011 - May 2011
Artful Designs June 2010 - August 2010
Bloomington Public Library June 2009 - August 2009
Skills
Microsoft Office, Customer Service, Research, English, Writing, Organization, Wordpress, Community Outreach, Fundraising, Cold Calling
Education
Purdue University 2009 — 2013
Dual Degree: Bachelor of Arts, Bachelor of Science, Public Relations and Rhetorical Advocacy, Psychology
Guggenheim Partners March 2014 - Present
Guggenheim Partners September 2013 - February 2014
Ford Dining Court August 2010 - May 2013
United Way of McLean County July 2012 - August 2012
Frank PR Australia May 2012 - July 2012
Business Builders May 2011 - August 2011
Purdue University January 2011 - May 2011
Artful Designs June 2010 - August 2010
Bloomington Public Library June 2009 - August 2009
Skills
Microsoft Office, Customer Service, Research, English, Writing, Organization, Wordpress, Community Outreach, Fundraising, Cold Calling
Education
Purdue University 2009 — 2013
Dual Degree: Bachelor of Arts, Bachelor of Science, Public Relations and Rhetorical Advocacy, Psychology
Pamela Gokuladas's Guggenheim Partners Experience March 2015 - Present
Job Internal Auditor at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners March 2015 - Present
Marsh & McLennan Companies, Inc. June 2011 - February 2013
Sears Holdings Corporation May 2010 - August 2011
Skills
Accounting, Internal Audit, Sales, PowerPoint, Microsoft Word, Financial Accounting, Financial Analysis, Teamwork, Leadership, Customer Service, Time Management, Event Planning
Education
City University of New York-Queens College 2009 — 2013
BA, Accounting
Benjamin N.Cardozo High School 2005 — 2009
Guggenheim Partners March 2015 - Present
Marsh & McLennan Companies, Inc. June 2011 - February 2013
Sears Holdings Corporation May 2010 - August 2011
Skills
Accounting, Internal Audit, Sales, PowerPoint, Microsoft Word, Financial Accounting, Financial Analysis, Teamwork, Leadership, Customer Service, Time Management, Event Planning
Education
City University of New York-Queens College 2009 — 2013
BA, Accounting
Benjamin N.Cardozo High School 2005 — 2009
Michelle Flatt's Guggenheim Partners Experience April 1998 - Present
Job Institutional Finance at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 1998 - Present
Purdue University Calumet June 1979 - April 1998
Education
Purdue University
BS, Organizational Leadership & Supervision
Guggenheim Partners April 1998 - Present
Purdue University Calumet June 1979 - April 1998
Education
Purdue University
BS, Organizational Leadership & Supervision
Gabriela Bennett's Guggenheim Partners Experience January 2012 - Present
Job
Industry Real Estate
Experience
Guggenheim Partners January 2012 - Present
Education
Texas A&M University-Commerce 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Texas A&M University-Commerce 2006 — 2009
Bachelor of Professional Accountancy
Guggenheim Partners January 2012 - Present
Education
Texas A&M University-Commerce 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Texas A&M University-Commerce 2006 — 2009
Bachelor of Professional Accountancy
Brian Limongelli, CFA's Guggenheim Partners Experience October 2008 - September 2014
Job Assistant Controller at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC September 2014 - Present
Guggenheim Partners October 2008 - September 2014
Deloitte September 2005 - October 2008
Skills
Fixed Income, Hedge Funds, Portfolio Management, Alternative Investments, Investments, Asset Management, Bloomberg, Valuation, Structured Finance
Education
The College of New Jersey 2001 — 2005
Bachelor of Science (BS), Accounting
Apollo Global Management LLC September 2014 - Present
Guggenheim Partners October 2008 - September 2014
Deloitte September 2005 - October 2008
Skills
Fixed Income, Hedge Funds, Portfolio Management, Alternative Investments, Investments, Asset Management, Bloomberg, Valuation, Structured Finance
Education
The College of New Jersey 2001 — 2005
Bachelor of Science (BS), Accounting
Maxie Buchanan's Guggenheim Partners Experience June 2012 - August 2013
Job
Industry
Experience
Nuveen Investments October 2013 - December 2013
Guggenheim Partners June 2012 - August 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Teamwork
Education
Stony Brook University 2000 — 2004
Nuveen Investments October 2013 - December 2013
Guggenheim Partners June 2012 - August 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Teamwork
Education
Stony Brook University 2000 — 2004
Jules B's Guggenheim Partners Experience October 2007 - March 2011
Job Compliance Officer
Industry Financial Services
Experience
George Weiss Associates March 2011 - Present
Guggenheim Partners October 2007 - March 2011
Allen & Overy September 2002 - October 2007
Education
St. John's University
Bachelor of Science (BS)
George Weiss Associates March 2011 - Present
Guggenheim Partners October 2007 - March 2011
Allen & Overy September 2002 - October 2007
Education
St. John's University
Bachelor of Science (BS)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.