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
Joseph Somers Joseph Somers's Guggenheim Partners Experience June 2014 - August 2014
Job MBA Candidate at the University of Michigan Ross School of Business
Industry Military
Experience
Wells Fargo Securities June 2015 - August 2015
Guggenheim Partners June 2014 - August 2014
US Army May 2011 - May 2014
US Army March 2009 - May 2011
US Army July 2008 - May 2009
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA)
United States Military Academy at West Point 2004 — 2008
BS, Economics
Wells Fargo Securities June 2015 - August 2015
Guggenheim Partners June 2014 - August 2014
US Army May 2011 - May 2014
US Army March 2009 - May 2011
US Army July 2008 - May 2009
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA)
United States Military Academy at West Point 2004 — 2008
BS, Economics
Brandon Moser Brandon Moser's Guggenheim Partners Experience January 2015 - Present
Job Travel and Entertainment Expense Analyst at Guggenheim Partners
Industry Insurance
Experience
Guggenheim Partners January 2015 - Present
Athene July 2012 - December 2014
Athene August 2010 - July 2012
Champs Sports November 2004 - August 2010
Internship Kansas City Wizards and Kansas City Chiefs 2004 - 2004
Skills
Customer Service, Leadership, Management, Marketing, Sales Operations, Analytical Skills, Communication, Goal Oriented, Reliable, People Skills, People Development, Flexibility, Time Management, Motivation, Microsoft Word, Outlook, AS400 system, OPAS, Process Improvement, Insurance, Recruiting, Life Insurance, Sales, Strategic Planning, Microsoft Office
Education
The University of Kansas
Bachelor of Science (BS), Education
Washburn Rural High School
Guggenheim Partners January 2015 - Present
Athene July 2012 - December 2014
Athene August 2010 - July 2012
Champs Sports November 2004 - August 2010
Internship Kansas City Wizards and Kansas City Chiefs 2004 - 2004
Skills
Customer Service, Leadership, Management, Marketing, Sales Operations, Analytical Skills, Communication, Goal Oriented, Reliable, People Skills, People Development, Flexibility, Time Management, Motivation, Microsoft Word, Outlook, AS400 system, OPAS, Process Improvement, Insurance, Recruiting, Life Insurance, Sales, Strategic Planning, Microsoft Office
Education
The University of Kansas
Bachelor of Science (BS), Education
Washburn Rural High School
Ajeet Gautam Ajeet Gautam's Guggenheim Partners Experience June 2014 - Present
Job Portfolio Management
Industry Financial Services
Experience
Guggenheim Partners June 2014 - Present
Off The Row February 2012 - April 2014
Edward Jones June 2013 - August 2013
Education
Washington University in St. Louis 2010 — 2014
Bachelor of Arts, Economics (Honors Track) & Finance
London School of Economics and Political Science 2012 — 2012
Ladue Horton-Watkins High School 2006 — 2010
Guggenheim Partners June 2014 - Present
Off The Row February 2012 - April 2014
Edward Jones June 2013 - August 2013
Education
Washington University in St. Louis 2010 — 2014
Bachelor of Arts, Economics (Honors Track) & Finance
London School of Economics and Political Science 2012 — 2012
Ladue Horton-Watkins High School 2006 — 2010
Kristina Spritzer Kristina Spritzer's Guggenheim Partners Experience May 2007 - February 2008
Job Nonprofit Management: Professional Administrator & Fundraiser
Industry Nonprofit Organization Management
Experience
Houston Public Media -- HoustonPBS, KUHF News, & Classical 91.7 FM December 2012 - February 2014
Asia Society Texas Center October 2011 - June 2012
Houston Arts Alliance June 2010 - September 2011
Contemporary Arts Museum Houston April 2008 - December 2009
Guggenheim Partners May 2007 - February 2008
Simmons & Company International August 2004 - August 2006
Museum of Fine Arts, Houston November 1999 - June 2001
Skills
Fundraising, Grants, Museums, Social Media Marketing, Marketing Communications, Membership, Non-profit..., Contemporary Art, Non-profits, Nonprofits, Art, Event Management, Photography, Budgets, Project Management, Public Relations, Proposal Writing, Philanthropy, Marketing, Copy Editor, Leadership, Copy Editing, Email Marketing, Program Management, Public Media, Online Fundraising, Direct Mail Marketing, Telemarketing, Annual Giving, Strategic Planning, Arts Administration, Volunteer Management, Event Planning, Community Outreach, Newsletters, Management, Strategy, Curating, Press Releases, Board Development, Media Relations, Community Development, Grant Writing, Program Development, Social Networking
Education
University of Houston
BFA, Fine Art, Photography
Houston Public Media -- HoustonPBS, KUHF News, & Classical 91.7 FM December 2012 - February 2014
Asia Society Texas Center October 2011 - June 2012
Houston Arts Alliance June 2010 - September 2011
Contemporary Arts Museum Houston April 2008 - December 2009
Guggenheim Partners May 2007 - February 2008
Simmons & Company International August 2004 - August 2006
Museum of Fine Arts, Houston November 1999 - June 2001
Skills
Fundraising, Grants, Museums, Social Media Marketing, Marketing Communications, Membership, Non-profit..., Contemporary Art, Non-profits, Nonprofits, Art, Event Management, Photography, Budgets, Project Management, Public Relations, Proposal Writing, Philanthropy, Marketing, Copy Editor, Leadership, Copy Editing, Email Marketing, Program Management, Public Media, Online Fundraising, Direct Mail Marketing, Telemarketing, Annual Giving, Strategic Planning, Arts Administration, Volunteer Management, Event Planning, Community Outreach, Newsletters, Management, Strategy, Curating, Press Releases, Board Development, Media Relations, Community Development, Grant Writing, Program Development, Social Networking
Education
University of Houston
BFA, Fine Art, Photography
Phil McCauley Phil McCauley's Guggenheim Partners Experience June 2013 - Present
Job Incoming High Yield Analyst at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners June 2013 - Present
Guggenheim Partners June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Education
University of Michigan 2009 — 2013
Bachelor of Engineering (B.Eng.), Industrial and Operations Engineering
The Hong Kong University of Science and Technology 2012 — 2012
Studied Abroad
Guggenheim Partners June 2013 - Present
Guggenheim Partners June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Education
University of Michigan 2009 — 2013
Bachelor of Engineering (B.Eng.), Industrial and Operations Engineering
The Hong Kong University of Science and Technology 2012 — 2012
Studied Abroad
Darrin Shillair Darrin Shillair's Guggenheim Partners Experience December 2012 - Present
Job Strategic Initiatives at Guggenheim Investments, MBA Candidate at University of ChicagoBooth
Industry Financial Services
Experience
Guggenheim Partners December 2012 - Present
PwC Advisory November 2010 - December 2012
Diamond Management and Technology Consultants April 2008 - November 2010
Manhattan Associates June 2006 - March 2008
BrassCraft Mfg. Co. April 2004 - August 2005
Skills
Program Management, Business Process..., Process Improvement, Cross-functional Team..., Management Consulting, Project Management, Change Management, Software Development..., Organizational Design, Outsourcing, Integration, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
University of Michigan 2002 — 2006
BSE, Industrial and Operations Engineering
Guggenheim Partners December 2012 - Present
PwC Advisory November 2010 - December 2012
Diamond Management and Technology Consultants April 2008 - November 2010
Manhattan Associates June 2006 - March 2008
BrassCraft Mfg. Co. April 2004 - August 2005
Skills
Program Management, Business Process..., Process Improvement, Cross-functional Team..., Management Consulting, Project Management, Change Management, Software Development..., Organizational Design, Outsourcing, Integration, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
University of Michigan 2002 — 2006
BSE, Industrial and Operations Engineering
Nish Hansoti, CPA's Guggenheim Partners Experience January 2013 - June 2014
Job MBA Candidate at the University of Chicago Booth School of Business
Industry Financial Services
Experience
Robert W. Baird & Co. June 2015 - September 2015
MakerSquare June 2014 - September 2014
Guggenheim Partners January 2013 - June 2014
McGladrey August 2009 - December 2012
SMART Business Advisory and Consulting June 2008 - August 2008
McGladrey January 2008 - April 2008
HSBC June 2007 - August 2007
Skills
Corporate Tax, Tax Preparation, Tax Advisory, Accounting, Financial Accounting, FIN 48, ASC 740
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Economics, Analytic Finance
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science (BS), Accounting
Robert W. Baird & Co. June 2015 - September 2015
MakerSquare June 2014 - September 2014
Guggenheim Partners January 2013 - June 2014
McGladrey August 2009 - December 2012
SMART Business Advisory and Consulting June 2008 - August 2008
McGladrey January 2008 - April 2008
HSBC June 2007 - August 2007
Skills
Corporate Tax, Tax Preparation, Tax Advisory, Accounting, Financial Accounting, FIN 48, ASC 740
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Economics, Analytic Finance
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science (BS), Accounting
Michael Gormally Michael Gormally's Guggenheim Partners Experience June 2012 - June 2013
Job Investment Analyst
Industry Financial Services
Experience
Prudential Fixed Income July 2014 - Present
BNY Mellon June 2013 - June 2014
Guggenheim Partners June 2012 - June 2013
Guggenheim Partners May 2011 - May 2012
Skills
Market Research, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Valuation, Finance, Bloomberg, Investments, Due Diligence, High Yield, Portfolio Management, Asset Management, Fixed Income, Credit Analysis, Bloomberg Terminal, Mutual Funds, Investment Management, Capital Markets, Securities, Credit, Risk Management
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Investments and Securities
The Johns Hopkins University 2002 — 2006
BA, Economics
Prudential Fixed Income July 2014 - Present
BNY Mellon June 2013 - June 2014
Guggenheim Partners June 2012 - June 2013
Guggenheim Partners May 2011 - May 2012
Skills
Market Research, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Valuation, Finance, Bloomberg, Investments, Due Diligence, High Yield, Portfolio Management, Asset Management, Fixed Income, Credit Analysis, Bloomberg Terminal, Mutual Funds, Investment Management, Capital Markets, Securities, Credit, Risk Management
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Investments and Securities
The Johns Hopkins University 2002 — 2006
BA, Economics
Aerica Siegel Aerica Siegel's Guggenheim Partners Experience November 2014 - Present
Job Paralegal at Guggenheim Partners
Industry Legal Services
Experience
Guggenheim Partners November 2014 - Present
Groupon January 2014 - November 2014
KVH June 2013 - December 2013
UK Trade & Investment January 2013 - June 2013
The British Editorial Society of Bone & Joint Surgery March 2013 - March 2013
Viet Nam Sustainable Development Center (VnSDC) May 2011 - June 2011
Skills
Account Management, Sales, Salesforce.com, Market Research, Public Speaking, Event Planning, Social Media, Customer Service, Social Networking, Leadership, Strategy, PowerPoint, Research
Education
The University of Georgia 2008 — 2012
Bachelor of Arts (B.A.), International Relations and Affairs, 3.5
Guggenheim Partners November 2014 - Present
Groupon January 2014 - November 2014
KVH June 2013 - December 2013
UK Trade & Investment January 2013 - June 2013
The British Editorial Society of Bone & Joint Surgery March 2013 - March 2013
Viet Nam Sustainable Development Center (VnSDC) May 2011 - June 2011
Skills
Account Management, Sales, Salesforce.com, Market Research, Public Speaking, Event Planning, Social Media, Customer Service, Social Networking, Leadership, Strategy, PowerPoint, Research
Education
The University of Georgia 2008 — 2012
Bachelor of Arts (B.A.), International Relations and Affairs, 3.5
Greg Levitan's Guggenheim Partners Experience March 2015 - Present
Job Senior Associate at Guggenheim Partners
Industry Commercial Real Estate
Experience
Guggenheim Partners March 2015 - Present
UCLA Anderson School of Management July 2012 - June 2015
UCLA Anderson School of Management May 2013 - May 2015
OneWest Bank March 2011 - March 2015
Sunrise Mortgage & Investment Co. August 2008 - March 2011
Icenhower Real Estate & Development May 2006 - August 2006
Skills
Financial Modeling, Commercial Real Estate, Valuation, Business Writing, Financial Reporting, Credit Analysis, Excel, ARGUS, PowerPoint, Structured Finance, Investment Analysis, Customer Relations, Highly Resourceful, Underwriting, Negotiation, Real Estate Due..., Networking, Financial Analysis, Portfolio Management, Due Diligence, Investments, Asset Management, Real Estate Economics
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Real Estate & Finance, GPA - 3.92 (Top 5%)
USC Marshall School of Business
Bachelor of Science, Business Administration Concentration in Real Estate Finance
Guggenheim Partners March 2015 - Present
UCLA Anderson School of Management July 2012 - June 2015
UCLA Anderson School of Management May 2013 - May 2015
OneWest Bank March 2011 - March 2015
Sunrise Mortgage & Investment Co. August 2008 - March 2011
Icenhower Real Estate & Development May 2006 - August 2006
Skills
Financial Modeling, Commercial Real Estate, Valuation, Business Writing, Financial Reporting, Credit Analysis, Excel, ARGUS, PowerPoint, Structured Finance, Investment Analysis, Customer Relations, Highly Resourceful, Underwriting, Negotiation, Real Estate Due..., Networking, Financial Analysis, Portfolio Management, Due Diligence, Investments, Asset Management, Real Estate Economics
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Real Estate & Finance, GPA - 3.92 (Top 5%)
USC Marshall School of Business
Bachelor of Science, Business Administration Concentration in Real Estate Finance
Kathleen Dunne's Guggenheim Partners Experience May 2010 - December 2013
Job Operations Manager at CircleUp
Industry Financial Services
Experience
CircleUp December 2013 - Present
Guggenheim Partners May 2010 - December 2013
Deloitte June 2003 - May 2010
Skills
Financial Analysis, Management, Auditing, Accounting, Financial Reporting, Finance, Financial Modeling, Internal Audit, Internal Controls, Due Diligence, Financial Accounting
Education
University of Kansas 1998 — 2002
Bachelor of Business Administration (B.B.A.) and Accounting, Accounting, Finance and Communications
CircleUp December 2013 - Present
Guggenheim Partners May 2010 - December 2013
Deloitte June 2003 - May 2010
Skills
Financial Analysis, Management, Auditing, Accounting, Financial Reporting, Finance, Financial Modeling, Internal Audit, Internal Controls, Due Diligence, Financial Accounting
Education
University of Kansas 1998 — 2002
Bachelor of Business Administration (B.B.A.) and Accounting, Accounting, Finance and Communications
Seth Kidd's Guggenheim Partners Experience March 2012 - June 2013
Job Associate at Jefferies
Industry Investment Banking
Experience
Jefferies August 2015 - Present
The University of Texas at Austin June 2013 - May 2015
Jefferies LLC May 2014 - August 2014
Guggenheim Partners March 2012 - June 2013
BNY Mellon June 2011 - March 2012
Bank of New York Mellon July 2009 - June 2011
The Longhorn Foundation July 2006 - June 2009
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Fixed Income, CLO, Asset Managment, CDO, Microsoft Excel, Valuation, Corporate Trust, Derivatives, Equities, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Energy Finance
The University of Texas at Austin 2005 — 2009
Bachelor of Arts, Economics
Jefferies August 2015 - Present
The University of Texas at Austin June 2013 - May 2015
Jefferies LLC May 2014 - August 2014
Guggenheim Partners March 2012 - June 2013
BNY Mellon June 2011 - March 2012
Bank of New York Mellon July 2009 - June 2011
The Longhorn Foundation July 2006 - June 2009
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Fixed Income, CLO, Asset Managment, CDO, Microsoft Excel, Valuation, Corporate Trust, Derivatives, Equities, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Energy Finance
The University of Texas at Austin 2005 — 2009
Bachelor of Arts, Economics
Amanda Kennedy Amanda Kennedy's Guggenheim Partners Experience November 2012 - June 2013
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
TIAA-CREF October 2013 - May 2015
Guggenheim Partners November 2012 - June 2013
New York School of Career and Applied Sciences June 2011 - May 2013
Terrier Tri LLC August 2011 - February 2013
Bowne October 2006 - May 2010
Capital Systems 2006 - 2008
Ricoh October 2004 - October 2006
Skills
Account Management, New Business Development, Advertising, Business Development, Solution Selling, Sales Management, Sales, Lead Generation, Marketing, Marketing Strategy, Training, Team Leadership, Financial Services
Education
Towson University 2000 — 2004
Marketing, Advertising; Creative; Brand Management
Columbia High School
Fidelity Investments May 2015 - Present
TIAA-CREF October 2013 - May 2015
Guggenheim Partners November 2012 - June 2013
New York School of Career and Applied Sciences June 2011 - May 2013
Terrier Tri LLC August 2011 - February 2013
Bowne October 2006 - May 2010
Capital Systems 2006 - 2008
Ricoh October 2004 - October 2006
Skills
Account Management, New Business Development, Advertising, Business Development, Solution Selling, Sales Management, Sales, Lead Generation, Marketing, Marketing Strategy, Training, Team Leadership, Financial Services
Education
Towson University 2000 — 2004
Marketing, Advertising; Creative; Brand Management
Columbia High School
Aboubacar Kaba Aboubacar Kaba's Guggenheim Partners Experience June 2014 - August 2014
Job Banking and Brokerage Consultant at FactSet
Industry Financial Services
Experience
FactSet September 2015 - Present
Modlin Center for the Arts at the University of Richmond September 2013 - May 2015
Guggenheim Partners June 2014 - August 2014
Macy's May 2012 - August 2012
University at Albany Library August 2011 - May 2012
Deutsche Bank June 2011 - August 2011
Skills
Microsoft Office, Research, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Teamwork, Editing, Fundraising, Event Planning, Training, Customer Service, Social Networking, Time Management, Leadership, Sales, Facebook, Finance
Education
University of Richmond 2011 — 2015
Bachelor of Science (BS), Business Administration, Finance
Universität Mannheim 2014 — 2014
Business Administration (Finance Concentration)
State University of New York at Albany 2011 — 2012
Marble Hill 2007 — 2011
Marble Hill
FactSet September 2015 - Present
Modlin Center for the Arts at the University of Richmond September 2013 - May 2015
Guggenheim Partners June 2014 - August 2014
Macy's May 2012 - August 2012
University at Albany Library August 2011 - May 2012
Deutsche Bank June 2011 - August 2011
Skills
Microsoft Office, Research, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Teamwork, Editing, Fundraising, Event Planning, Training, Customer Service, Social Networking, Time Management, Leadership, Sales, Facebook, Finance
Education
University of Richmond 2011 — 2015
Bachelor of Science (BS), Business Administration, Finance
Universität Mannheim 2014 — 2014
Business Administration (Finance Concentration)
State University of New York at Albany 2011 — 2012
Marble Hill 2007 — 2011
Marble Hill
Ignacio Pakciarz Ignacio Pakciarz's Guggenheim Partners Experience February 2004 - December 2007
Job CEO of BigSur Partners
Industry Financial Services
Experience
BigSur Partners December 2007 - Present
Tecnológico de Monterrey February 2015 - May 2015
Guggenheim Partners February 2004 - December 2007
Deutsche Bank February 2001 - February 2004
JP Morgan July 1996 - February 2001
Skills
Wealth Management..., Management, Wealth, Venture Capital, Due Diligence, Hedge Funds, Wealth Management, Mergers & Acquisitions, Product Management, Securities, Investments, Strategic Financial..., Investment Strategies, Options, Finance, Structured Finance, Financial Planning, Financial Services, Asset Allocation, Asset Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Universidad de la República 1987 — 1993
Economist, Economics
The British Schools Uruguay 1980 — 1986
Master of Business Administration (M.B.A.), Economics
BigSur Partners December 2007 - Present
Tecnológico de Monterrey February 2015 - May 2015
Guggenheim Partners February 2004 - December 2007
Deutsche Bank February 2001 - February 2004
JP Morgan July 1996 - February 2001
Skills
Wealth Management..., Management, Wealth, Venture Capital, Due Diligence, Hedge Funds, Wealth Management, Mergers & Acquisitions, Product Management, Securities, Investments, Strategic Financial..., Investment Strategies, Options, Finance, Structured Finance, Financial Planning, Financial Services, Asset Allocation, Asset Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Universidad de la República 1987 — 1993
Economist, Economics
The British Schools Uruguay 1980 — 1986
Master of Business Administration (M.B.A.), Economics
Markus Raimondi Markus Raimondi's Guggenheim Partners Experience July 2015 - Present
Job Investment Banking Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners July 2015 - Present
Guggenheim Partners June 2014 - August 2014
Union Bank June 2013 - December 2013
Skills
Bloomberg, Social Media, Microsoft Excel, Capital IQ, PowerPoint, Research, Microsoft Office, Public Speaking, Microsoft Word, Facebook
Education
University of California, Los Angeles 2011 — 2015
B.A., Economics
Scripps Ranch High School 2008 — 2011
Guggenheim Partners July 2015 - Present
Guggenheim Partners June 2014 - August 2014
Union Bank June 2013 - December 2013
Skills
Bloomberg, Social Media, Microsoft Excel, Capital IQ, PowerPoint, Research, Microsoft Office, Public Speaking, Microsoft Word, Facebook
Education
University of California, Los Angeles 2011 — 2015
B.A., Economics
Scripps Ranch High School 2008 — 2011
Joshua Platek Joshua Platek's Guggenheim Partners Experience September 2014 - June 2015
Job Investment Associate at EquiTrust Life Insurance Company
Industry Venture Capital & Private Equity
Experience
EquiTrust Life Insurance Company July 2015 - Present
Guggenheim Partners September 2014 - June 2015
Maranon Capital June 2013 - August 2013
Paul Capital Partners July 2008 - June 2012
Skills
Financial Modeling, Private Equity, LBO, Venture Capital, Due Diligence, Valuation, Corporate Finance, Emerging Markets, Alternative Investments, Corporate Development, Strategy, Mergers & Acquisitions, High Yield, Leveraged Finance
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Notre Dame 2004 — 2008
BBA, Finance, Economics
EquiTrust Life Insurance Company July 2015 - Present
Guggenheim Partners September 2014 - June 2015
Maranon Capital June 2013 - August 2013
Paul Capital Partners July 2008 - June 2012
Skills
Financial Modeling, Private Equity, LBO, Venture Capital, Due Diligence, Valuation, Corporate Finance, Emerging Markets, Alternative Investments, Corporate Development, Strategy, Mergers & Acquisitions, High Yield, Leveraged Finance
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Notre Dame 2004 — 2008
BBA, Finance, Economics
Michelle (Miller) Amato's Guggenheim Partners Experience 2011 - 2012
Job Dynamic Senior SaaS Sales Executive
Industry Financial Services
Experience
Workiva June 2012 - Present
Guggenheim Partners 2011 - 2012
Morgan Stanley 2002 - 2009
Banc of America Securities - Formerly Montgomery Securities 1998 - 2002
Wegmans Food Markets 1991 - 1998
Skills
Financial Services, Alternative Investments, Mutual Funds, Hedge Funds, Private Equity, Portfolio Management, Finance, Sales, SEC filings, Financial Reporting, Cloud Computing, Series 7, Options, Account Management, Asset Managment, Investment Advisory, Risk Management, Customer Service, Asset Allocation, Financial Analysis, Product Development, Customer Relations, Asset Management, Cloud Reporting, Securities, SaaS, Investments, Insurance, Salesforce.com, Strategic Planning, Financial Risk, Strategy, CRM, New Business Development, Sales Operations, Strategic Partnerships, Sales Process, Solution Selling, Product Management, Enterprise Software, Wdesk
Education
The University of Chicago Booth School of Business
Introduction to Negotiating and Decision Making Program
The University of Chicago Booth School of Business
Social Capital Program
University of Dayton 1994 — 1998
Business Administration
Rush Henrietta
Workiva June 2012 - Present
Guggenheim Partners 2011 - 2012
Morgan Stanley 2002 - 2009
Banc of America Securities - Formerly Montgomery Securities 1998 - 2002
Wegmans Food Markets 1991 - 1998
Skills
Financial Services, Alternative Investments, Mutual Funds, Hedge Funds, Private Equity, Portfolio Management, Finance, Sales, SEC filings, Financial Reporting, Cloud Computing, Series 7, Options, Account Management, Asset Managment, Investment Advisory, Risk Management, Customer Service, Asset Allocation, Financial Analysis, Product Development, Customer Relations, Asset Management, Cloud Reporting, Securities, SaaS, Investments, Insurance, Salesforce.com, Strategic Planning, Financial Risk, Strategy, CRM, New Business Development, Sales Operations, Strategic Partnerships, Sales Process, Solution Selling, Product Management, Enterprise Software, Wdesk
Education
The University of Chicago Booth School of Business
Introduction to Negotiating and Decision Making Program
The University of Chicago Booth School of Business
Social Capital Program
University of Dayton 1994 — 1998
Business Administration
Rush Henrietta
Jason Hester's Guggenheim Partners Experience May 2004 - July 2005
Job Decision Analytics / Corporate Finance / M&A
Industry Investment Banking
Experience
BATS Global Markets, Inc. September 2014 - Present
Insysiv April 2012 - Present
Immacolata Manor January 2010 - Present
HNTB March 2009 - September 2014
CrossFirst Bank / Index Capital August 2008 - March 2009
Christenberry Collet & Co. 2006 - 2008
Guggenheim Partners May 2004 - July 2005
Guggenheim Partners January 2004 - August 2004
Guggenheim Partners December 2002 - May 2004
Guggenheim Partners May 2002 - December 2002
Skills
Mergers & Acquisitions, Strategic Planning, Operational Risk, Mergers, Tableau Software, Advanced Financial..., Operational Analysis, Cash Flow, Enterprise Reporting..., Finance, Investment Banking, Analytics, Investments, Portfolio Management, Financial Analysis
Education
The University of Kansas 2001 — 2002
Masters, Economics & Finance
The University of Kansas 1997 — 2001
Bachelor, Economics
CFA Institute
CFA Program
FINRA / NASD
Series 7
FINRA / NASD
Series 63
BATS Global Markets, Inc. September 2014 - Present
Insysiv April 2012 - Present
Immacolata Manor January 2010 - Present
HNTB March 2009 - September 2014
CrossFirst Bank / Index Capital August 2008 - March 2009
Christenberry Collet & Co. 2006 - 2008
Guggenheim Partners May 2004 - July 2005
Guggenheim Partners January 2004 - August 2004
Guggenheim Partners December 2002 - May 2004
Guggenheim Partners May 2002 - December 2002
Skills
Mergers & Acquisitions, Strategic Planning, Operational Risk, Mergers, Tableau Software, Advanced Financial..., Operational Analysis, Cash Flow, Enterprise Reporting..., Finance, Investment Banking, Analytics, Investments, Portfolio Management, Financial Analysis
Education
The University of Kansas 2001 — 2002
Masters, Economics & Finance
The University of Kansas 1997 — 2001
Bachelor, Economics
CFA Institute
CFA Program
FINRA / NASD
Series 7
FINRA / NASD
Series 63
Christopher Elezaj's Guggenheim Partners Experience July 2014 - Present
Job Administration at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2014 - Present
SterlingBackcheck April 2014 - May 2014
Sommerfield Communications October 2008 - April 2014
Digital Upkeep September 2008 - January 2014
New York Life Insurance Company September 2007 - September 2008
Ernst & Young May 2005 - August 2007
Education
University of Detroit Mercy 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Guggenheim Partners July 2014 - Present
SterlingBackcheck April 2014 - May 2014
Sommerfield Communications October 2008 - April 2014
Digital Upkeep September 2008 - January 2014
New York Life Insurance Company September 2007 - September 2008
Ernst & Young May 2005 - August 2007
Education
University of Detroit Mercy 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Maxy Hirsch Maxy Hirsch's Guggenheim Partners Experience December 2012 - January 2013
Job Student at University at Buffalo
Industry
Experience
University at Buffalo August 2012 - Present
Guggenheim Partners December 2012 - January 2013
Shibley Day Camp July 2010 - August 2012
Education
University at Buffalo 2012 — 2016
Roslyn High School 2008 — 2012
University at Buffalo August 2012 - Present
Guggenheim Partners December 2012 - January 2013
Shibley Day Camp July 2010 - August 2012
Education
University at Buffalo 2012 — 2016
Roslyn High School 2008 — 2012
Brent Schottenfeld's Guggenheim Partners Experience June 2015 - Present
Job Incoming Investment Banking Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners June 2015 - Present
Stelliam Investment Management May 2014 - July 2014
Living Real Estate Group July 2012 - August 2013
Skills
Real Estate, Selling, Sales, Marketing, Social Media Marketing, Entrepreneurship, Social Networking, Real Estate Transactions, Spanish-speaking, Investment Properties, Property Management, Advertising, Negotiation, Online Advertising, Marketing Strategy, Residential Homes, Customer Service, Financial Modeling, Finance, Microsoft Excel
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics and Spanish
Horace Greeley High School
Guggenheim Partners June 2015 - Present
Stelliam Investment Management May 2014 - July 2014
Living Real Estate Group July 2012 - August 2013
Skills
Real Estate, Selling, Sales, Marketing, Social Media Marketing, Entrepreneurship, Social Networking, Real Estate Transactions, Spanish-speaking, Investment Properties, Property Management, Advertising, Negotiation, Online Advertising, Marketing Strategy, Residential Homes, Customer Service, Financial Modeling, Finance, Microsoft Excel
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics and Spanish
Horace Greeley High School
Ben Mingo's Guggenheim Partners Experience July 2015 - Present
Job Dealers Services Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
Education
University of Colorado Boulder 2010 — 2014
Bachelor of Arts in Economics with an emphasis in quantitative reasoning, Economics
University of Colorado at Boulder 2010 — 2014
Quantitative Economics, Mathematics, Quantitative Finance
Guggenheim Partners July 2015 - Present
Education
University of Colorado Boulder 2010 — 2014
Bachelor of Arts in Economics with an emphasis in quantitative reasoning, Economics
University of Colorado at Boulder 2010 — 2014
Quantitative Economics, Mathematics, Quantitative Finance
Ethan Kline's Guggenheim Partners Experience June 2015 - July 2015
Job Equity Research Analyst at Burkenroad Reports
Industry Venture Capital & Private Equity
Experience
Guggenheim Partners June 2015 - July 2015
Burkenroad Reports August 2014 - December 2014
G2 Investment Group, LLC June 2014 - August 2014
Tulane University February 2013 - May 2014
Camps Baco & Che-Na-Wah June 2010 - August 2013
Skills
Bloomberg Terminal, Financial Modeling, Financial Analysis, Stock Management, Microsoft Certified in..., Intermediate French, Microsoft Word, PowerPoint, Epipen Certified, Delegation, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor’s Degree, Finance
Horace Mann School 2007 — 2011
Guggenheim Partners June 2015 - July 2015
Burkenroad Reports August 2014 - December 2014
G2 Investment Group, LLC June 2014 - August 2014
Tulane University February 2013 - May 2014
Camps Baco & Che-Na-Wah June 2010 - August 2013
Skills
Bloomberg Terminal, Financial Modeling, Financial Analysis, Stock Management, Microsoft Certified in..., Intermediate French, Microsoft Word, PowerPoint, Epipen Certified, Delegation, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor’s Degree, Finance
Horace Mann School 2007 — 2011
Holly Eggman Holly Eggman's Guggenheim Partners Experience September 2009 - Present
Job Executive Assistant at Guggenheim Aviation Partners, LLC
Industry Insurance
Experience
Guggenheim Partners September 2009 - Present
Arizona Mail Orders 2006 - 2009
BBJ Linen 2004 - 2006
Education
University of Arizona 1999 — 2003
Bachelor's degree, Consumer Economics
Guggenheim Partners September 2009 - Present
Arizona Mail Orders 2006 - 2009
BBJ Linen 2004 - 2006
Education
University of Arizona 1999 — 2003
Bachelor's degree, Consumer Economics
Meredith Wood's Guggenheim Partners Experience 2011 - 2011
Job EditorinChief at Fundera
Industry Financial Services
Experience
Fundera June 2014 - Present
Self 2011 - Present
Funding Gates May 2014 - June 2014
Funding Gates 2011 - May 2014
Guggenheim Partners 2011 - 2011
New York Film Academy 2010 - 2011
University of Evansville Department of Theatre 2008 - 2010
Camp Vega 2007 - 2009
Amara Marketing September 2007 - December 2007
Skills
Social Media, Public Speaking, Event Planning, Social Networking, Blogging, Social Media Marketing, Editing, Research, Public Relations, SEO, Customer Service, Teaching, Online Communications, Facebook, Copywriting, Strategic Communications, Copy Editing, Spanish, Training, Marketing Strategy, Content Development, Email Marketing, Sales, Online Marketing, Journalism, Press Releases, Event Management, Digital Marketing, Creative Writing, Internal Communications, Publishing, Start-ups, Online Advertising, Media Relations, Small Business, Advertising, Content Management, Microsoft Office, Proofreading, Adobe Creative Suite, Entrepreneurship, Web Design, Community Outreach, Project Planning, Management, Marketing Communications, Fundraising, PowerPoint, Corporate Communications, Newsletters
Education
University of Evansville 2006 — 2010
BS, Theatre Performance;Business;Spanish
University of the Balearic Islands 2007 — 2007
Spanish
Martin High School 2002 — 2006
Fundera June 2014 - Present
Self 2011 - Present
Funding Gates May 2014 - June 2014
Funding Gates 2011 - May 2014
Guggenheim Partners 2011 - 2011
New York Film Academy 2010 - 2011
University of Evansville Department of Theatre 2008 - 2010
Camp Vega 2007 - 2009
Amara Marketing September 2007 - December 2007
Skills
Social Media, Public Speaking, Event Planning, Social Networking, Blogging, Social Media Marketing, Editing, Research, Public Relations, SEO, Customer Service, Teaching, Online Communications, Facebook, Copywriting, Strategic Communications, Copy Editing, Spanish, Training, Marketing Strategy, Content Development, Email Marketing, Sales, Online Marketing, Journalism, Press Releases, Event Management, Digital Marketing, Creative Writing, Internal Communications, Publishing, Start-ups, Online Advertising, Media Relations, Small Business, Advertising, Content Management, Microsoft Office, Proofreading, Adobe Creative Suite, Entrepreneurship, Web Design, Community Outreach, Project Planning, Management, Marketing Communications, Fundraising, PowerPoint, Corporate Communications, Newsletters
Education
University of Evansville 2006 — 2010
BS, Theatre Performance;Business;Spanish
University of the Balearic Islands 2007 — 2007
Spanish
Martin High School 2002 — 2006
Kyle Chou's Guggenheim Partners Experience May 2013 - March 2014
Job Analyst at ISO
Industry Financial Services
Experience
ISO March 2014 - Present
Guggenheim Partners May 2013 - March 2014
Skills
running, Mathematics, ASP.NET, Business Strategy, Software Documentation, Portfolio Management, Critical Thinking, Running, Data Analysis, Research, PowerPoint, Bloomberg Terminal, Economics, Bloomberg, Financial Modeling, Access
Education
University of Delaware 2008 — 2012
Bachelor of Science, Finance
Villanova University 2012 — 2013
ISO March 2014 - Present
Guggenheim Partners May 2013 - March 2014
Skills
running, Mathematics, ASP.NET, Business Strategy, Software Documentation, Portfolio Management, Critical Thinking, Running, Data Analysis, Research, PowerPoint, Bloomberg Terminal, Economics, Bloomberg, Financial Modeling, Access
Education
University of Delaware 2008 — 2012
Bachelor of Science, Finance
Villanova University 2012 — 2013
Blake Behrens Blake Behrens's Guggenheim Partners Experience November 2012 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners November 2012 - Present
University of Colorado Football Team June 2007 - December 2011
First Financial Equity Corporation August 2011 - November 2011
Skills
Bloomberg Terminal, Financial Analysis, Financial Modeling, Series 7, Series 3, Series 66, Cash Flow Forecasting, Economic Modeling, International Finance, Economic Research, Relationship Development, International Economics, Asset Management, Corporate Finance, Financial Reporting, Financial Markets, Fixed Income, Equities
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2010
Business and Administration, Finance & Accounting
Brophy College Prepatory 2004 — 2007
Guggenheim Partners November 2012 - Present
University of Colorado Football Team June 2007 - December 2011
First Financial Equity Corporation August 2011 - November 2011
Skills
Bloomberg Terminal, Financial Analysis, Financial Modeling, Series 7, Series 3, Series 66, Cash Flow Forecasting, Economic Modeling, International Finance, Economic Research, Relationship Development, International Economics, Asset Management, Corporate Finance, Financial Reporting, Financial Markets, Fixed Income, Equities
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2010
Business and Administration, Finance & Accounting
Brophy College Prepatory 2004 — 2007
Catherine Kennedy Catherine Kennedy's Guggenheim Partners Experience June 2013 - July 2015
Job Executive Assistant at Guggenheim Partners
Industry Fine Art
Experience
Guggenheim Partners June 2013 - July 2015
Chaddock July 2012 - July 2013
Eighteen Seventy, LP 2007 - 2013
Home Works June 2010 - August 2012
Skills
Marketing, Advertising, Public Relations, Management, Sales, Strategy, Time Management, Customer Service, Microsoft Excel, Selling, Web Design, E-commerce, Logo Design, Interior Design, Drawing, Real Estate, Social Media, Facebook, PowerPoint, Photoshop, Event Planning, Social Networking, Sales Management
Education
Union College 2008 — 2012
ID Studio and Visual Arts Major, Fine/Studio Arts, General
Portsmouth Abbey School 2004 — 2008
Guggenheim Partners June 2013 - July 2015
Chaddock July 2012 - July 2013
Eighteen Seventy, LP 2007 - 2013
Home Works June 2010 - August 2012
Skills
Marketing, Advertising, Public Relations, Management, Sales, Strategy, Time Management, Customer Service, Microsoft Excel, Selling, Web Design, E-commerce, Logo Design, Interior Design, Drawing, Real Estate, Social Media, Facebook, PowerPoint, Photoshop, Event Planning, Social Networking, Sales Management
Education
Union College 2008 — 2012
ID Studio and Visual Arts Major, Fine/Studio Arts, General
Portsmouth Abbey School 2004 — 2008
Richard Sgueglia Richard Sgueglia's Guggenheim Partners Experience March 2012 - August 2015
Job Managing Director Head of Foreign Equity Trading
Industry Financial Services
Experience
BGC Partners August 2015 - Present
Guggenheim Partners March 2012 - August 2015
Education
Union College 1989 — 1993
Bachelor's Degree, Political Science and Government
BGC Partners August 2015 - Present
Guggenheim Partners March 2012 - August 2015
Education
Union College 1989 — 1993
Bachelor's Degree, Political Science and Government
Camille Benfredj's Guggenheim Partners Experience September 2013 - April 2014
Job User Operations Agent chez Dropbox
Industry Information Technology and Services
Experience
Dropbox March 2015 - Present
Dropbox May 2014 - February 2015
Guggenheim Partners September 2013 - April 2014
Academic Advancement Program UCLA January 2013 - September 2013
Seas Cafe UCLA April 2012 - December 2012
San Francisco store June 2011 - September 2011
San Francisco store June 2010 - September 2010
Dress Gallery March 2010 - May 2010
Education
University of California, Los Angeles 2010 — 2014
Bachelor's degree, Economics
Université Panthéon Sorbonne (Paris I) 2009 — 2010
Bachelor of Laws (LL.B.), Law
Dropbox March 2015 - Present
Dropbox May 2014 - February 2015
Guggenheim Partners September 2013 - April 2014
Academic Advancement Program UCLA January 2013 - September 2013
Seas Cafe UCLA April 2012 - December 2012
San Francisco store June 2011 - September 2011
San Francisco store June 2010 - September 2010
Dress Gallery March 2010 - May 2010
Education
University of California, Los Angeles 2010 — 2014
Bachelor's degree, Economics
Université Panthéon Sorbonne (Paris I) 2009 — 2010
Bachelor of Laws (LL.B.), Law
Chris Randall Chris Randall's Guggenheim Partners Experience January 2012 - Present
Job Municipal Fixed Income Trader at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners January 2012 - Present
Capital Group April 2010 - December 2011
Capital Group March 2008 - April 2010
Countrywide Securities Corporation January 2007 - September 2007
San Diego Pension Consultants June 2005 - December 2006
Skills
Fixed Income, Mutual Funds, Securities, Investments, Bonds, Portfolio Management, Derivatives, Trading, Series 63, Capital Markets, Alternative Investments, Bloomberg, Asset Management, Asset Allocation
Education
University of California, San Diego 2002 — 2006
B.A., Mathematics & Economics
Guggenheim Partners January 2012 - Present
Capital Group April 2010 - December 2011
Capital Group March 2008 - April 2010
Countrywide Securities Corporation January 2007 - September 2007
San Diego Pension Consultants June 2005 - December 2006
Skills
Fixed Income, Mutual Funds, Securities, Investments, Bonds, Portfolio Management, Derivatives, Trading, Series 63, Capital Markets, Alternative Investments, Bloomberg, Asset Management, Asset Allocation
Education
University of California, San Diego 2002 — 2006
B.A., Mathematics & Economics
Jack Margolis's Guggenheim Partners Experience May 2013 - Present
Job Summer Analyst at Guggenheim Partners
Industry
Experience
Guggenheim Partners May 2013 - Present
Stocks in the Future September 2011 - Present
Rodman & Renshaw's Direct Markets May 2012 - August 2012
City Parks Foundation's Summer Stage May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Statistical Data..., Data Collection, Quantitative Finance, Financial Analysis, Econometrics, Press Releases
Education
The Johns Hopkins University 2010 — 2014
B.A. in Economics and B.A. in Applied Math & Statistics
University College Dublin 2012 — 2012
Stuyvesant High School 2006 — 2010
Guggenheim Partners May 2013 - Present
Stocks in the Future September 2011 - Present
Rodman & Renshaw's Direct Markets May 2012 - August 2012
City Parks Foundation's Summer Stage May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Statistical Data..., Data Collection, Quantitative Finance, Financial Analysis, Econometrics, Press Releases
Education
The Johns Hopkins University 2010 — 2014
B.A. in Economics and B.A. in Applied Math & Statistics
University College Dublin 2012 — 2012
Stuyvesant High School 2006 — 2010
Sean Madnani Sean Madnani's Guggenheim Partners Experience June 2015 - Present
Job Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners June 2015 - Present
Wingtip November 2014 - Present
Blackstone July 2005 - June 2015
Lazard Frères & Co. LLC July 2000 - May 2005
Lehman Brothers 1999 - 1999
Donaldson, Lufkin & Jenrette 1998 - 1998
IBM 1997 - 1997
Skills
Mergers & Acquisitions, Venture Capital, Financial Modeling, Investments, Private Equity, Valuation, Start-ups, Due Diligence, Management, Corporate Finance
Education
University of California, Berkeley
Guggenheim Partners June 2015 - Present
Wingtip November 2014 - Present
Blackstone July 2005 - June 2015
Lazard Frères & Co. LLC July 2000 - May 2005
Lehman Brothers 1999 - 1999
Donaldson, Lufkin & Jenrette 1998 - 1998
IBM 1997 - 1997
Skills
Mergers & Acquisitions, Venture Capital, Financial Modeling, Investments, Private Equity, Valuation, Start-ups, Due Diligence, Management, Corporate Finance
Education
University of California, Berkeley
Jason Ghassemi Jason Ghassemi's Guggenheim Partners Experience April 2015 - Present
Job Senior Managing Director, Head of Brand Marketing and Communications at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2015 - Present
Guggenheim Partners January 2012 - April 2015
Guggenheim Partners May 2010 - December 2011
Wells Fargo Securities, LLC February 2005 - May 2010
Barrington Associates, a division of Wells Fargo Securities, LLC June 2007 - June 2009
Barrington Associates February 2005 - June 2007
FactSet Research Systems, Inc September 2002 - February 2005
Mergerstat, LP - A Division of Houlihan Lokey Investment Bank 2001 - 2002
Skills
Marketing Communications, Strategic Communications, Strategy Development, Marketing Strategy, Research, Investments, Executive Management, Advertising, Strategy, Business Development, Business Strategy, Marketing, Entrepreneurship, Strategic Planning, Management, Corporate Finance, Valuation, Mergers & Acquisitions, Leadership, Business Planning, Public Relations, Budgets, Market Research
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2009
MBA
University of California, Los Angeles 1995 — 2000
B.A.
Guggenheim Partners April 2015 - Present
Guggenheim Partners January 2012 - April 2015
Guggenheim Partners May 2010 - December 2011
Wells Fargo Securities, LLC February 2005 - May 2010
Barrington Associates, a division of Wells Fargo Securities, LLC June 2007 - June 2009
Barrington Associates February 2005 - June 2007
FactSet Research Systems, Inc September 2002 - February 2005
Mergerstat, LP - A Division of Houlihan Lokey Investment Bank 2001 - 2002
Skills
Marketing Communications, Strategic Communications, Strategy Development, Marketing Strategy, Research, Investments, Executive Management, Advertising, Strategy, Business Development, Business Strategy, Marketing, Entrepreneurship, Strategic Planning, Management, Corporate Finance, Valuation, Mergers & Acquisitions, Leadership, Business Planning, Public Relations, Budgets, Market Research
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2009
MBA
University of California, Los Angeles 1995 — 2000
B.A.
Manuela Corrales Manuela Corrales's Guggenheim Partners Experience June 2007 - August 2008
Job Director of Operations at The Profiles Televison Productions, LLC.
Industry Broadcast Media
Experience
The Profiles Televison Productions, LLC. November 2012 - Present
Unifocus January 2012 - November 2012
UniFocus May 2011 - January 2012
The Profiles Televison Productions, LLC. April 2010 - January 2011
Merrill Lynch August 2009 - March 2010
Guggenheim Partners June 2007 - August 2008
Ferguson Enterprises September 2004 - March 2005
Skills
Marketing, Management, Project Management, Strategic Planning, Leadership, Account Management, Finance, Social Media, Financial Analysis, Training
Education
University of Florida - Warrington College of Business Administration 2005 — 2006
Master of Arts, International Business
University of Florida - Warrington College of Business Administration 2000 — 2004
Bachelors of Science, International Economics
The Profiles Televison Productions, LLC. November 2012 - Present
Unifocus January 2012 - November 2012
UniFocus May 2011 - January 2012
The Profiles Televison Productions, LLC. April 2010 - January 2011
Merrill Lynch August 2009 - March 2010
Guggenheim Partners June 2007 - August 2008
Ferguson Enterprises September 2004 - March 2005
Skills
Marketing, Management, Project Management, Strategic Planning, Leadership, Account Management, Finance, Social Media, Financial Analysis, Training
Education
University of Florida - Warrington College of Business Administration 2005 — 2006
Master of Arts, International Business
University of Florida - Warrington College of Business Administration 2000 — 2004
Bachelors of Science, International Economics
Alissa Finerman Alissa Finerman's Guggenheim Partners Experience 2005 - 2007
Job Founder and CEO, Finerman Living LLC
Industry Professional Training & Coaching
Experience
Finerman Living LLC January 2007 - Present
Finerman Living LLC 2007 - Present
Guggenheim Partners 2005 - 2007
IPC Information Systems 2003 - 2005
Credit Suisse 1998 - 2002
Women's Professional Tennis Tour 1989 - 1991
Skills
Executive Coaching, Business Strategy, Leadership, Public Speaking, Coaching, Mergers, Published Author, Training, Marketing, Sales, Entrepreneurship, Strategy, Finance, Start-ups, Investments, Team Building
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
University of California, Berkeley 1985 — 1989
B.A
Scarsdale High School
Finerman Living LLC January 2007 - Present
Finerman Living LLC 2007 - Present
Guggenheim Partners 2005 - 2007
IPC Information Systems 2003 - 2005
Credit Suisse 1998 - 2002
Women's Professional Tennis Tour 1989 - 1991
Skills
Executive Coaching, Business Strategy, Leadership, Public Speaking, Coaching, Mergers, Published Author, Training, Marketing, Sales, Entrepreneurship, Strategy, Finance, Start-ups, Investments, Team Building
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
University of California, Berkeley 1985 — 1989
B.A
Scarsdale High School
Nick Liberator Nick Liberator's Guggenheim Partners Experience June 2014 - August 2014
Job Intern at LBI Entertainment
Industry Entertainment
Experience
LBI Entertainment May 2015 - Present
Guggenheim Partners June 2014 - August 2014
UBS Wealth Management July 2013 - August 2013
Skills
Economics, Research, Microsoft Word, Microsoft Powerpoint
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 2012 — 2012
Summer Program, Management
Westminster School 2007 — 2011
High School, Summa Cum Laude
LBI Entertainment May 2015 - Present
Guggenheim Partners June 2014 - August 2014
UBS Wealth Management July 2013 - August 2013
Skills
Economics, Research, Microsoft Word, Microsoft Powerpoint
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 2012 — 2012
Summer Program, Management
Westminster School 2007 — 2011
High School, Summa Cum Laude
Cheng(Frank) Chen Cheng(Frank) Chen's Guggenheim Partners Experience February 2014 - February 2015
Job Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners February 2014 - February 2015
Evercore Partners June 2013 - February 2014
Dos Rios Partners May 2011 - May 2013
Town Lake Capital Management August 2010 - December 2010
Skills
Analysis, Financial Modeling, Economics, Portfolio Management, Private Equity, Equities, Research, Business Development, Valuation, Project Planning, Program Management, Financial Analysis, Statistics, Management, Bloomberg, Corporate Finance, Asset Management, Microsoft Excel, Due Diligence, PowerPoint, Finance, Investment Banking, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, BS, Finance, Computer Science Honors
Guggenheim Partners February 2014 - February 2015
Evercore Partners June 2013 - February 2014
Dos Rios Partners May 2011 - May 2013
Town Lake Capital Management August 2010 - December 2010
Skills
Analysis, Financial Modeling, Economics, Portfolio Management, Private Equity, Equities, Research, Business Development, Valuation, Project Planning, Program Management, Financial Analysis, Statistics, Management, Bloomberg, Corporate Finance, Asset Management, Microsoft Excel, Due Diligence, PowerPoint, Finance, Investment Banking, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, BS, Finance, Computer Science Honors
Neel Kumar, CFA Neel Kumar, CFA's Guggenheim Partners Experience July 2011 - April 2012
Job Equity Research Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2014 - Present
Credit Suisse June 2013 - August 2013
Guggenheim Partners July 2011 - April 2012
Guggenheim Partners July 2009 - June 2011
Credit Suisse July 2007 - December 2008
Putnam Lovell NBF June 2006 - November 2006
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Company Valuation, M&A analysis, M&A Modeling, LBO, Investment Banking, Valuation, Leveraged Finance, Derivatives, Mergers & Acquisitions, DCF, Investments, Fixed Income, Finance, Equity Research, Bloomberg, Capital Markets, Due Diligence, Financial Markets, Securities
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2003 — 2007
BS, Finance
Morgan Stanley July 2014 - Present
Credit Suisse June 2013 - August 2013
Guggenheim Partners July 2011 - April 2012
Guggenheim Partners July 2009 - June 2011
Credit Suisse July 2007 - December 2008
Putnam Lovell NBF June 2006 - November 2006
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Company Valuation, M&A analysis, M&A Modeling, LBO, Investment Banking, Valuation, Leveraged Finance, Derivatives, Mergers & Acquisitions, DCF, Investments, Fixed Income, Finance, Equity Research, Bloomberg, Capital Markets, Due Diligence, Financial Markets, Securities
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2003 — 2007
BS, Finance
Landon Leighty Landon Leighty's Guggenheim Partners Experience July 2009 - December 2009
Job Customer Experience Consultant | Real Estate Investor
Industry Management Consulting
Experience
Hope Investment Partners, LLC March 2014 - Present
Andrew Reise Consulting January 2010 - Present
Guggenheim Partners July 2009 - December 2009
PricewaterhouseCoopers January 2004 - January 2009
US Congress January 2003 - May 2003
Skills
Management Consulting, Process Improvement, Program Management, Vendor Management, Change Management, Business Analysis, Business Strategy, Customer Experience, Project Management, Strategy, Business Process..., Performance Management, Strategic Planning, Cross-functional Team..., Operations Management, Team Leadership, Management, Financial Analysis, Budgets, Business Process, CRM, Business Intelligence, Consulting, Business Development, PMO, Project Portfolio..., Leadership, Business Case, Product Management, Outsourcing, Telecommunications, Professional Services, SDLC, ERP, Integration, Strategic Consulting, PMP, IT Strategy, Business Transformation, Requirements Analysis, Mergers & Acquisitions, Project Planning, Software Project..., Analysis, Project Delivery, Analytics, Finance, Team Building
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Master's degree, Accounting/Tax
University of Alabama 2000 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Vincennes University 1998 — 2000
Associate of Science (A.S.), Business
Hope Investment Partners, LLC March 2014 - Present
Andrew Reise Consulting January 2010 - Present
Guggenheim Partners July 2009 - December 2009
PricewaterhouseCoopers January 2004 - January 2009
US Congress January 2003 - May 2003
Skills
Management Consulting, Process Improvement, Program Management, Vendor Management, Change Management, Business Analysis, Business Strategy, Customer Experience, Project Management, Strategy, Business Process..., Performance Management, Strategic Planning, Cross-functional Team..., Operations Management, Team Leadership, Management, Financial Analysis, Budgets, Business Process, CRM, Business Intelligence, Consulting, Business Development, PMO, Project Portfolio..., Leadership, Business Case, Product Management, Outsourcing, Telecommunications, Professional Services, SDLC, ERP, Integration, Strategic Consulting, PMP, IT Strategy, Business Transformation, Requirements Analysis, Mergers & Acquisitions, Project Planning, Software Project..., Analysis, Project Delivery, Analytics, Finance, Team Building
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Master's degree, Accounting/Tax
University of Alabama 2000 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Vincennes University 1998 — 2000
Associate of Science (A.S.), Business
Michelle Malloy's Guggenheim Partners Experience March 2013 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2013 - Present
US Bank January 2011 - March 2013
Bank of America Merrill Lynch May 2010 - December 2010
Bank of America Merrill Lynch July 2007 - May 2010
Skills
Fixed Income, CLO, Portfolio Management, Investment Banking, Asset Managment, Bloomberg, Settlement, Securitization, Structured Products, Alternative Investments, Banking, Financial Analysis, Financial Reporting, Structured Finance, Financial Modeling, Corporate Trust, Wealth Management, Investments, Credit, Loans, Securities, Bonds, Financial Services, CDO, Analysis, Credit Risk, Cash Flow, Cash Management, Finance, Asset Management, Valuation, Mutual Funds, Credit Analysis, Hedge Funds, Equities
Education
University of Arizona, Eller College of Management 2003 — 2007
BS, Finance
Glenbard South High School 1999 — 2003
Guggenheim Partners March 2013 - Present
US Bank January 2011 - March 2013
Bank of America Merrill Lynch May 2010 - December 2010
Bank of America Merrill Lynch July 2007 - May 2010
Skills
Fixed Income, CLO, Portfolio Management, Investment Banking, Asset Managment, Bloomberg, Settlement, Securitization, Structured Products, Alternative Investments, Banking, Financial Analysis, Financial Reporting, Structured Finance, Financial Modeling, Corporate Trust, Wealth Management, Investments, Credit, Loans, Securities, Bonds, Financial Services, CDO, Analysis, Credit Risk, Cash Flow, Cash Management, Finance, Asset Management, Valuation, Mutual Funds, Credit Analysis, Hedge Funds, Equities
Education
University of Arizona, Eller College of Management 2003 — 2007
BS, Finance
Glenbard South High School 1999 — 2003
Robert Arsov Robert Arsov's Guggenheim Partners Experience May 2014 - Present
Job Managing Director at Guggenheim Partners
Industry Banking
Experience
Rumble.com August 2014 - Present
Guggenheim Partners May 2014 - Present
Credit Suisse July 1999 - April 2014
Donaldson, Lufkin & Jenrette July 1999 - November 2000
Skills
Corporate Finance, Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, LBO, M&A experience, Investment Banking, Mergers & Acquisitions, Equities, Hedge Funds, Capital Markets, Risk Management, Investments, Venture Capital, Corporate Development, Portfolio Management, Alternative Investments, Structured Finance, Leveraged Finance, Emerging Markets, Restructuring, Asset Management, Financial Structuring, Fixed Income
Education
University of California, Berkeley, Haas School of Business
Bachelor's Degree
Rumble.com August 2014 - Present
Guggenheim Partners May 2014 - Present
Credit Suisse July 1999 - April 2014
Donaldson, Lufkin & Jenrette July 1999 - November 2000
Skills
Corporate Finance, Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, LBO, M&A experience, Investment Banking, Mergers & Acquisitions, Equities, Hedge Funds, Capital Markets, Risk Management, Investments, Venture Capital, Corporate Development, Portfolio Management, Alternative Investments, Structured Finance, Leveraged Finance, Emerging Markets, Restructuring, Asset Management, Financial Structuring, Fixed Income
Education
University of California, Berkeley, Haas School of Business
Bachelor's Degree
Pulkit Goel's Guggenheim Partners Experience May 2015 - July 2015
Job Data Integration Consultant at Strata Decision Technology
Industry Information Technology and Services
Experience
Strata Decision Technology July 2015 - Present
Guggenheim Partners May 2015 - July 2015
Vail Systems, Inc. August 2014 - May 2015
Bharat Petroleum Corporation Limited June 2012 - August 2012
UIC Civil and Materials Engineering Department - IL DOT February 2011 - April 2011
Skills
JavaScript, SQL, SAS, MIPS, AutoCAD, Eclipse, Microsoft Suites, Matlab, Maple, Mathematica, WordPress, Project Planning, Web Marketing, Breadboard, Social Media
Education
University of Illinois at Chicago 2010 — 2015
Bachelor of Science (B.S.), Management Information Systems, General
Waubonsie Valley High School 2006 — 2010
Strata Decision Technology July 2015 - Present
Guggenheim Partners May 2015 - July 2015
Vail Systems, Inc. August 2014 - May 2015
Bharat Petroleum Corporation Limited June 2012 - August 2012
UIC Civil and Materials Engineering Department - IL DOT February 2011 - April 2011
Skills
JavaScript, SQL, SAS, MIPS, AutoCAD, Eclipse, Microsoft Suites, Matlab, Maple, Mathematica, WordPress, Project Planning, Web Marketing, Breadboard, Social Media
Education
University of Illinois at Chicago 2010 — 2015
Bachelor of Science (B.S.), Management Information Systems, General
Waubonsie Valley High School 2006 — 2010
Paul Stern Paul Stern's Guggenheim Partners Experience February 2012 - Present
Job Managing Director at Guggenheim Partners
Industry Commercial Real Estate
Experience
Guggenheim Partners February 2012 - Present
Citadel Securities February 2011 - August 2011
Credit Suisse September 2004 - January 2011
Merrill Lynch February 2001 - August 2004
Berkshire Mortgage Finance June 2000 - February 2001
Deustche Bank June 1998 - August 1998
Skills
CMBS, Portfolio Management, Securitization, Loan Origination, Trading, Credit, Capital Markets, Fixed Income, Loans, Hedge Funds, Equities, Investment Banking, Options, Commercial Mortgages, Mortgage Lending, Commercial Real Estate, Real Estate, Asset Management, Real Estate Financing, Due Diligence, Underwriting, Structured Finance, Valuation, Real Estate Economics, Financial Structuring, Mezzanine, Series 7, Series 63, Investments, Private Equity
Education
University of Delaware 1996 — 2000
BBA, Finance
University of Delaware - Lerner College of Business and Economics
Guggenheim Partners February 2012 - Present
Citadel Securities February 2011 - August 2011
Credit Suisse September 2004 - January 2011
Merrill Lynch February 2001 - August 2004
Berkshire Mortgage Finance June 2000 - February 2001
Deustche Bank June 1998 - August 1998
Skills
CMBS, Portfolio Management, Securitization, Loan Origination, Trading, Credit, Capital Markets, Fixed Income, Loans, Hedge Funds, Equities, Investment Banking, Options, Commercial Mortgages, Mortgage Lending, Commercial Real Estate, Real Estate, Asset Management, Real Estate Financing, Due Diligence, Underwriting, Structured Finance, Valuation, Real Estate Economics, Financial Structuring, Mezzanine, Series 7, Series 63, Investments, Private Equity
Education
University of Delaware 1996 — 2000
BBA, Finance
University of Delaware - Lerner College of Business and Economics
Jon Dahlfors's Guggenheim Partners Experience December 2014 - Present
Job Sales Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners December 2014 - Present
Cessna Aircraft Company June 2013 - May 2014
Bombardier Flexjet June 2012 - May 2013
CDW December 2010 - June 2012
Skills
Private Pilot, Salesforce.com, Sales, Market Analysis, Financial Analysis, Aircraft Analysis, Aviation, Lead Generation, Customer Research, Open Water Diver, Volunteering
Education
University of Kansas 2008 — 2012
Accounting, Entrepreneurship
Guggenheim Partners December 2014 - Present
Cessna Aircraft Company June 2013 - May 2014
Bombardier Flexjet June 2012 - May 2013
CDW December 2010 - June 2012
Skills
Private Pilot, Salesforce.com, Sales, Market Analysis, Financial Analysis, Aircraft Analysis, Aviation, Lead Generation, Customer Research, Open Water Diver, Volunteering
Education
University of Kansas 2008 — 2012
Accounting, Entrepreneurship
Nicholas A. Julien Nicholas A. Julien's Guggenheim Partners Experience June 2010 - August 2010
Job Bartender/Sales/Entrepreneur
Industry Wine and Spirits
Experience
Bartender September 2014 - Present
Entrepreneur April 2014 - Present
Caputi's Northtown Liquors September 2012 - Present
Flower City Properties May 2009 - Present
Combined Insurance April 2013 - May 2014
Mayer Paint and Hardware May 2006 - August 2011
Guggenheim Partners June 2010 - August 2010
Zelman & Associates June 2009 - August 2009
Skills
Customer Service, Sales, Management, Microsoft Excel, Customer Satisfaction, Financial Analysis, New Business Development, Negotiation, PowerPoint, Leadership, Analysis, Teamwork, Market Research, Strategic Planning, Business Strategy, Microsoft Office, Project Management, Economics, Research, Sales Management, Financial Modeling, Finance, Equity Research, Time Management, Access, Data Analysis, Budgets, Microsoft Word, Business Analysis, Debate, Marketing, Recruiting
Education
University at Buffalo 2008 — 2012
Bachelor's degree, Economics
Penfield High School 2004 — 2008
Regents Diploma, Honors/Regents High School/Secondary Diploma Program
Bartender September 2014 - Present
Entrepreneur April 2014 - Present
Caputi's Northtown Liquors September 2012 - Present
Flower City Properties May 2009 - Present
Combined Insurance April 2013 - May 2014
Mayer Paint and Hardware May 2006 - August 2011
Guggenheim Partners June 2010 - August 2010
Zelman & Associates June 2009 - August 2009
Skills
Customer Service, Sales, Management, Microsoft Excel, Customer Satisfaction, Financial Analysis, New Business Development, Negotiation, PowerPoint, Leadership, Analysis, Teamwork, Market Research, Strategic Planning, Business Strategy, Microsoft Office, Project Management, Economics, Research, Sales Management, Financial Modeling, Finance, Equity Research, Time Management, Access, Data Analysis, Budgets, Microsoft Word, Business Analysis, Debate, Marketing, Recruiting
Education
University at Buffalo 2008 — 2012
Bachelor's degree, Economics
Penfield High School 2004 — 2008
Regents Diploma, Honors/Regents High School/Secondary Diploma Program
James Harvey James Harvey's Guggenheim Partners Experience July 2011 - Present
Job Director Sales and Trading at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2011 - Present
Bank Hapoalim February 2007 - July 2011
Collins Stewart October 2004 - February 2007
AMR Capital Trading June 2001 - September 2004
Skills
Options, Electronic Trading, Hedge Funds, Sales, Securities, Equity Trading, Trading, Asset Management, Equities, Financial Markets, Derivatives, Series 7, Investment Banking, Trading Systems, Bloomberg, Capital Markets, Investments, Series 63, Portfolio Management, Fixed Income, Alternative Investments, Bonds, Equity Derivatives, ETFs, Financial Services, Emerging Markets, Mutual Funds, Hedging
Education
University of Florida 1996 — 2000
Bachelor of Science (BS), Business / Economics
Guggenheim Partners July 2011 - Present
Bank Hapoalim February 2007 - July 2011
Collins Stewart October 2004 - February 2007
AMR Capital Trading June 2001 - September 2004
Skills
Options, Electronic Trading, Hedge Funds, Sales, Securities, Equity Trading, Trading, Asset Management, Equities, Financial Markets, Derivatives, Series 7, Investment Banking, Trading Systems, Bloomberg, Capital Markets, Investments, Series 63, Portfolio Management, Fixed Income, Alternative Investments, Bonds, Equity Derivatives, ETFs, Financial Services, Emerging Markets, Mutual Funds, Hedging
Education
University of Florida 1996 — 2000
Bachelor of Science (BS), Business / Economics
Drew Ierardi's Guggenheim Partners Experience May 2009 - January 2011
Job Senior Portfolio Manager, Private Markets at Exelon
Industry Investment Management
Experience
Exelon February 2011 - Present
Guggenheim Partners May 2009 - January 2011
Morgan Creek Capital Management August 2004 - July 2007
Cambridge Associates 2003 - 2004
Skills
Private Equity, Hedge Funds, Investments, Credit, Alternative Investments, Real Estate
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration (MBA), Finance
University of North Carolina at Chapel Hill 1998 — 2002
BA, Economics & Spanish
Exelon February 2011 - Present
Guggenheim Partners May 2009 - January 2011
Morgan Creek Capital Management August 2004 - July 2007
Cambridge Associates 2003 - 2004
Skills
Private Equity, Hedge Funds, Investments, Credit, Alternative Investments, Real Estate
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration (MBA), Finance
University of North Carolina at Chapel Hill 1998 — 2002
BA, Economics & Spanish
Frank Beardsley Frank Beardsley's Guggenheim Partners Experience April 2010 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2010 - Present
Independent Consultant 2009 - 2010
XL Capital Financial Products and Services Division January 2002 - April 2008
FGB Advisement LLC November 1999 - December 2001
Transamerica 1994 - 2000
Transamerica Life Companies September 1994 - October 1999
NatWest Markets- Derivatives Product Group April 1993 - September 1994
Prime International March 1986 - March 1993
Skills
Structured Finance, Portfolio Management, Asset Management, Risk Management, Risk, Equities, Asset Managment, Financial Risk, Derivatives, Investments, Insurance, Strategy, Bonds, Options, Investment Management
Education
University of Colorado at Boulder - Leeds School of Business 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, Finance
Guggenheim Partners April 2010 - Present
Independent Consultant 2009 - 2010
XL Capital Financial Products and Services Division January 2002 - April 2008
FGB Advisement LLC November 1999 - December 2001
Transamerica 1994 - 2000
Transamerica Life Companies September 1994 - October 1999
NatWest Markets- Derivatives Product Group April 1993 - September 1994
Prime International March 1986 - March 1993
Skills
Structured Finance, Portfolio Management, Asset Management, Risk Management, Risk, Equities, Asset Managment, Financial Risk, Derivatives, Investments, Insurance, Strategy, Bonds, Options, Investment Management
Education
University of Colorado at Boulder - Leeds School of Business 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, Finance
Tyler Fenelon Tyler Fenelon's Guggenheim Partners Experience April 2013 - Present
Job Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners April 2013 - Present
Black Canyon Capital July 2010 - July 2012
Kayne Anderson Capital Advisors March 2009 - September 2009
AEA Investors LP July 2006 - August 2008
Peter J. Solomon Company July 2004 - June 2006
Skills
Mergers & Acquisitions, Private Equity, Financial Modeling, Due Diligence, Valuation, Portfolio Management
Education
UCLA Anderson School of Management 2008 — 2010
M.B.A, Finance
The University of Chicago 2000 — 2004
B.A; B.A, Economics; Political Science
Guggenheim Partners April 2013 - Present
Black Canyon Capital July 2010 - July 2012
Kayne Anderson Capital Advisors March 2009 - September 2009
AEA Investors LP July 2006 - August 2008
Peter J. Solomon Company July 2004 - June 2006
Skills
Mergers & Acquisitions, Private Equity, Financial Modeling, Due Diligence, Valuation, Portfolio Management
Education
UCLA Anderson School of Management 2008 — 2010
M.B.A, Finance
The University of Chicago 2000 — 2004
B.A; B.A, Economics; Political Science
Max Kuelzow's Guggenheim Partners Experience September 2015 - Present
Job Analyst at Guggenheim Partners
Industry
Experience
Guggenheim Partners September 2015 - Present
Fidelity Investments December 2013 - September 2015
United States Senate January 2012 - May 2012
Berkeley Stone Forex May 2011 - August 2011
Potomac Strategic Development Co. LLC May 2010 - July 2010
Skills
VBA, R, SQL, Bloomberg, SPSS, Microsoft Office, Lotus Notes, MetaTrader, Oracle SQL Developer, Microsoft Excel, Java, Adobe Creative Suite
Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), International Affairs
Guggenheim Partners September 2015 - Present
Fidelity Investments December 2013 - September 2015
United States Senate January 2012 - May 2012
Berkeley Stone Forex May 2011 - August 2011
Potomac Strategic Development Co. LLC May 2010 - July 2010
Skills
VBA, R, SQL, Bloomberg, SPSS, Microsoft Office, Lotus Notes, MetaTrader, Oracle SQL Developer, Microsoft Excel, Java, Adobe Creative Suite
Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), International Affairs
Sims Holmes Sims Holmes's Guggenheim Partners Experience June 2013 - August 2013
Job Development and Leasing Associate at Majestic Realty Co.
Industry Real Estate
Experience
Majestic Realty Co. January 2015 - Present
The Retail Connection June 2014 - August 2014
Guggenheim Partners June 2013 - August 2013
Skills
Leadership, Training, Financial Analysis, Financial Modeling, Corporate Finance, Microsoft Excel, Microsoft Office, Strategic Planning, Real Estate Development, Real Estate Transactions
Education
University of Georgia - Terry College of Business 2010 — 2014
Bachelor's Degree, Finance, General
Majestic Realty Co. January 2015 - Present
The Retail Connection June 2014 - August 2014
Guggenheim Partners June 2013 - August 2013
Skills
Leadership, Training, Financial Analysis, Financial Modeling, Corporate Finance, Microsoft Excel, Microsoft Office, Strategic Planning, Real Estate Development, Real Estate Transactions
Education
University of Georgia - Terry College of Business 2010 — 2014
Bachelor's Degree, Finance, General
Tyler Roche's Guggenheim Partners Experience February 2011 - March 2012
Job Business Analyst at InnerWorkings
Industry
Experience
InnerWorkings January 2014 - Present
White, Weld & Co. March 2012 - January 2014
Guggenheim Partners February 2011 - March 2012
Skills
Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2005 — 2009
Bachelor of Science (BS), Finance
InnerWorkings January 2014 - Present
White, Weld & Co. March 2012 - January 2014
Guggenheim Partners February 2011 - March 2012
Skills
Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2005 — 2009
Bachelor of Science (BS), Finance
O'Lita Schafer O'Lita Schafer's Guggenheim Partners Experience December 2009 - March 2014
Job Kayne Anderson Capital
Industry Financial Services
Experience
Kayne Anderson Capital Advisors April 2014 - Present
Guggenheim Partners December 2009 - March 2014
Skills
Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Event Planning, Microsoft Word
Education
University of Alaska Anchorage 2002 — 2005
Bachelor of Science (BS), Communication, Journalism, and Related Programs
Kayne Anderson Capital Advisors April 2014 - Present
Guggenheim Partners December 2009 - March 2014
Skills
Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Event Planning, Microsoft Word
Education
University of Alaska Anchorage 2002 — 2005
Bachelor of Science (BS), Communication, Journalism, and Related Programs
Josh Rothstein, CFA's Guggenheim Partners Experience July 2006 - April 2014
Job Vice President at Angeles Wealth Management
Industry Financial Services
Experience
Angeles Wealth Management June 2014 - Present
Guggenheim Partners July 2006 - April 2014
Skills
Portfolio Management, Portfolio Construction, Capital Markets, Asset Allocation, Investment Advisory, Risk Management, Financial Modeling, Alternative Investments, Investments
Education
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Finance
Angeles Wealth Management June 2014 - Present
Guggenheim Partners July 2006 - April 2014
Skills
Portfolio Management, Portfolio Construction, Capital Markets, Asset Allocation, Investment Advisory, Risk Management, Financial Modeling, Alternative Investments, Investments
Education
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Finance
Thomas LaPrease's Guggenheim Partners Experience June 2014 - August 2014
Job Real Estate Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2015 - Present
Guggenheim Partners June 2014 - August 2014
Chi Psi Fraternity 2012 - 2013
Skills
Customer Service, Research, Creative Writing, Strategy, Microsoft Word, Microsoft Office, Time Management, Microsoft Excel, PowerPoint, Bloomberg, Finance, Private Placements, DCF
Education
University of Colorado Boulder 2011 — 2015
Bachelor's Degree, Finance, GPA 3.7
Duff & Phelps July 2015 - Present
Guggenheim Partners June 2014 - August 2014
Chi Psi Fraternity 2012 - 2013
Skills
Customer Service, Research, Creative Writing, Strategy, Microsoft Word, Microsoft Office, Time Management, Microsoft Excel, PowerPoint, Bloomberg, Finance, Private Placements, DCF
Education
University of Colorado Boulder 2011 — 2015
Bachelor's Degree, Finance, GPA 3.7
Matthew Newman Matthew Newman's Guggenheim Partners Experience June 2015 - Present
Job Senior Analyst, Risk Management at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
Lyxor Asset Management (Societe Generale Group) October 2013 - May 2015
Société Générale Corporate & Investment Banking September 2012 - October 2013
Bloomberg January 2012 - May 2012
Merrill Lynch September 2011 - December 2011
American Express May 2011 - August 2011
The University of Arizona Disability Resource Center January 2011 - May 2011
HJMT Communications, LLC., Westbury, New York September 2008 - December 2008
Skills
Completed Bloomberg..., Sales Presentations, Presentation Development, PowerPoint, Microsoft Excel, Microsoft Word, Quantitative Analytics, Quantitative Research, Report Writing, Market Research, Project Planning, Competitive Analysis, SWOT analysis, Market Analysis, New Product Roll Out, Market Evaluations, Purchase Recommendations, Portfolio Management, Pivot Tables, Wealth Management, Microsoft Office, Bloomberg, Bloomberg Terminal, Analysis, Fixed Income, CRM, Leadership, Marketing, Social Media, Financial Analysis
Education
University of Arizona 2008 — 2012
Bachelor of Arts, Economics with a double minor in General Business Administration and Pre-Law
Guggenheim Partners June 2015 - Present
Lyxor Asset Management (Societe Generale Group) October 2013 - May 2015
Société Générale Corporate & Investment Banking September 2012 - October 2013
Bloomberg January 2012 - May 2012
Merrill Lynch September 2011 - December 2011
American Express May 2011 - August 2011
The University of Arizona Disability Resource Center January 2011 - May 2011
HJMT Communications, LLC., Westbury, New York September 2008 - December 2008
Skills
Completed Bloomberg..., Sales Presentations, Presentation Development, PowerPoint, Microsoft Excel, Microsoft Word, Quantitative Analytics, Quantitative Research, Report Writing, Market Research, Project Planning, Competitive Analysis, SWOT analysis, Market Analysis, New Product Roll Out, Market Evaluations, Purchase Recommendations, Portfolio Management, Pivot Tables, Wealth Management, Microsoft Office, Bloomberg, Bloomberg Terminal, Analysis, Fixed Income, CRM, Leadership, Marketing, Social Media, Financial Analysis
Education
University of Arizona 2008 — 2012
Bachelor of Arts, Economics with a double minor in General Business Administration and Pre-Law
Matthew Freindlich Matthew Freindlich's Guggenheim Partners Experience July 2015 - Present
Job Equity Sales Associate at Guggenheim Partners
Industry Capital Markets
Experience
Guggenheim Partners July 2015 - Present
UCF Young Investors Club May 2014 - May 2015
Guggenheim Securities June 2014 - August 2014
UCF Young Investors Club January 2013 - April 2014
Lambda Chi Alpha December 2012 - December 2013
Fortress Investment Group June 2013 - August 2013
The Mad Hatter October 2012 - April 2013
PumpOne June 2012 - August 2012
UCF Athletics June 2011 - April 2012
DECA Inc. August 2010 - May 2011
Skills
Entrepreneurship, Finance, Financial Modeling, Microsoft Excel, Technical Analysis, Time Management, Management, Hedge Funds, Valuation, PowerPoint, Stock Market, Financial Analysis, Marketing, Sales, Networking, Customer Service, Economics, Team Leadership, Equity Research, Budgets, Bloomberg, Distressed Debt, Bloomberg Terminal, Capital IQ, Alternative Investments, Leveraged Finance, Capital Markets, Corporate Finance, Social Media Marketing
Education
University of Central Florida - College of Business Administration 2011 — 2015
Finance (B.S.B.A)
University of Central Florida - College of Business Administration 2011 — 2015
Bachelor’s Degree, Finance (B.S.B.A)
Guggenheim Partners July 2015 - Present
UCF Young Investors Club May 2014 - May 2015
Guggenheim Securities June 2014 - August 2014
UCF Young Investors Club January 2013 - April 2014
Lambda Chi Alpha December 2012 - December 2013
Fortress Investment Group June 2013 - August 2013
The Mad Hatter October 2012 - April 2013
PumpOne June 2012 - August 2012
UCF Athletics June 2011 - April 2012
DECA Inc. August 2010 - May 2011
Skills
Entrepreneurship, Finance, Financial Modeling, Microsoft Excel, Technical Analysis, Time Management, Management, Hedge Funds, Valuation, PowerPoint, Stock Market, Financial Analysis, Marketing, Sales, Networking, Customer Service, Economics, Team Leadership, Equity Research, Budgets, Bloomberg, Distressed Debt, Bloomberg Terminal, Capital IQ, Alternative Investments, Leveraged Finance, Capital Markets, Corporate Finance, Social Media Marketing
Education
University of Central Florida - College of Business Administration 2011 — 2015
Finance (B.S.B.A)
University of Central Florida - College of Business Administration 2011 — 2015
Bachelor’s Degree, Finance (B.S.B.A)
Jacqueline Bezek's Guggenheim Partners Experience May 2012 - Present
Job Associate at Guggenheim Commercial Real Estate Finance
Industry Commercial Real Estate
Experience
Guggenheim Partners May 2012 - Present
Lenddo May 2011 - April 2012
Strategic Marketing Group November 2007 - July 2009
Metropolitan Opera National Council Auditions 2007 - 2008
Skills
commercial real estate, Commercial Real Estate..., Underwriting, Microsoft Excel, Client Relations, Research, Office Management, Confidentiality, Bookkeeping, Administrative Support, Operations
Education
UCLA 2005 — 2007
Masters of Music, Vocal Performance
UCLA 2001 — 2005
Bachelor of Arts, Music
Upper St. Clair High School
Guggenheim Partners May 2012 - Present
Lenddo May 2011 - April 2012
Strategic Marketing Group November 2007 - July 2009
Metropolitan Opera National Council Auditions 2007 - 2008
Skills
commercial real estate, Commercial Real Estate..., Underwriting, Microsoft Excel, Client Relations, Research, Office Management, Confidentiality, Bookkeeping, Administrative Support, Operations
Education
UCLA 2005 — 2007
Masters of Music, Vocal Performance
UCLA 2001 — 2005
Bachelor of Arts, Music
Upper St. Clair High School
Julie Pace Thole's Guggenheim Partners Experience June 2014 - September 2014
Job Corporate Social Responsibility
Industry Philanthropy
Experience
Guggenheim Partners June 2014 - September 2014
Guggenheim Partners March 2013 - June 2014
Guggenheim Partners July 2008 - March 2013
GolinHarris January 2007 - March 2007
Skills
Marketing Communications, Marketing Strategy, Social Media Marketing, Social Media, Event Management, Event Planning, Project Management, Public Relations, Strategic Communications, Strategic Planning, Media Relations, Marketing, Corporate Communications, Internal Communications, Online Advertising, Email Marketing, Management, Editing, Leadership
Education
University of Alabama 2002 — 2006
BA, Public Relations
Guggenheim Partners June 2014 - September 2014
Guggenheim Partners March 2013 - June 2014
Guggenheim Partners July 2008 - March 2013
GolinHarris January 2007 - March 2007
Skills
Marketing Communications, Marketing Strategy, Social Media Marketing, Social Media, Event Management, Event Planning, Project Management, Public Relations, Strategic Communications, Strategic Planning, Media Relations, Marketing, Corporate Communications, Internal Communications, Online Advertising, Email Marketing, Management, Editing, Leadership
Education
University of Alabama 2002 — 2006
BA, Public Relations
Rakesh Ahuja, MBA Rakesh Ahuja, MBA's Guggenheim Partners Experience June 2015 - Present
Job BioPharma Investment Banking Associate
Industry Investment Banking
Experience
Guggenheim Partners June 2015 - Present
Houlihan Lokey October 2014 - June 2015
Independent Consultant September 2013 - September 2014
Argent Management LLC January 2013 - August 2013
Yale School of Medicine 2005 - 2008
UC Berkeley 2001 - 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Healthcare, Biochemistry, Investment Banking, Life Sciences, Private Equity, Hedge Funds, Mergers & Acquisitions, Due Diligence, Corporate Finance, Finance, Strategy, Investments, Portfolio Management, Management, Analysis, Equities, Biotechnology, Pharmaceutics, Market Research
Education
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
Yale University School of Medicine
MD, Medicine
University of California, Berkeley
BA, Biochemistry, Molecular Biology
Brophy College Preparatory
High School
Guggenheim Partners June 2015 - Present
Houlihan Lokey October 2014 - June 2015
Independent Consultant September 2013 - September 2014
Argent Management LLC January 2013 - August 2013
Yale School of Medicine 2005 - 2008
UC Berkeley 2001 - 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Healthcare, Biochemistry, Investment Banking, Life Sciences, Private Equity, Hedge Funds, Mergers & Acquisitions, Due Diligence, Corporate Finance, Finance, Strategy, Investments, Portfolio Management, Management, Analysis, Equities, Biotechnology, Pharmaceutics, Market Research
Education
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
Yale University School of Medicine
MD, Medicine
University of California, Berkeley
BA, Biochemistry, Molecular Biology
Brophy College Preparatory
High School
Christopher Darragh, CFA Christopher Darragh, CFA's Guggenheim Partners Experience March 2011 - Present
Job Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2011 - Present
Guggenheim Partners December 2007 - March 2011
LaSalle Bank Corporation/ABN AMRO February 2006 - November 2007
LaSalle Bank Corporation / ABN Amro June 2004 - February 2006
Skills
Fixed Income, Financial Modeling, Valuation, Finance, Bloomberg, Asset Managment, Portfolio Management, Real Estate, Financial Analysis, Capital Markets, Private Equity
Education
The University of Chicago - Booth School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Finance, Econometrics
University of Wisconsin-Madison 2000 — 2004
BA, Economics
Guggenheim Partners March 2011 - Present
Guggenheim Partners December 2007 - March 2011
LaSalle Bank Corporation/ABN AMRO February 2006 - November 2007
LaSalle Bank Corporation / ABN Amro June 2004 - February 2006
Skills
Fixed Income, Financial Modeling, Valuation, Finance, Bloomberg, Asset Managment, Portfolio Management, Real Estate, Financial Analysis, Capital Markets, Private Equity
Education
The University of Chicago - Booth School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Finance, Econometrics
University of Wisconsin-Madison 2000 — 2004
BA, Economics
Kelsey Faires Kelsey Faires's Guggenheim Partners Experience October 2013 - October 2014
Job Real Estate Agent at Keller Williams Realty, Inc.
Industry Real Estate
Experience
Keller Williams Elite, Dallas-Park Cities January 2015 - Present
Guggenheim Partners October 2013 - October 2014
Faires Plumbing Co., Inc. August 2012 - August 2013
Skills
Communication Skills, Building Relationships, Business Correspondence, Organizational..., Microsoft Word, Microsoft Excel, Administrative..., Marketing, Coaching, Office Administration, Office Management, Telephone Skills, Time Management, Spreadsheets, Administrative..., Public Speaking, Social Media, Event Planning, PowerPoint, Customer Service, Microsoft Office, Sales, Communication
Education
The University of Texas at Arlington 2007 — 2010
Bachelor's degree, Kinesiology and Exercise Science
Keller Williams Elite, Dallas-Park Cities January 2015 - Present
Guggenheim Partners October 2013 - October 2014
Faires Plumbing Co., Inc. August 2012 - August 2013
Skills
Communication Skills, Building Relationships, Business Correspondence, Organizational..., Microsoft Word, Microsoft Excel, Administrative..., Marketing, Coaching, Office Administration, Office Management, Telephone Skills, Time Management, Spreadsheets, Administrative..., Public Speaking, Social Media, Event Planning, PowerPoint, Customer Service, Microsoft Office, Sales, Communication
Education
The University of Texas at Arlington 2007 — 2010
Bachelor's degree, Kinesiology and Exercise Science
Caitlin McLaughlin's Guggenheim Partners Experience July 2011 - May 2013
Job Event Manager at WIRED
Industry Financial Services
Experience
WIRED July 2015 - Present
Trevor NextGen NY May 2014 - Present
Guggenheim Investments May 2013 - July 2015
Guggenheim Partners July 2011 - May 2013
Guggenheim Partners October 2010 - July 2011
Skills
Event Planning, Corporate Events, Events Coordination, Client Services, Research, Vendor Relations, Venue Scouting, On-site Execution, Conference Coordination, Webcasting, Office Management, Travel Arrangements, Outlook, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint
Education
The University of Georgia 2005 — 2009
Bachelor of Arts (B.A.), Sociology
WIRED July 2015 - Present
Trevor NextGen NY May 2014 - Present
Guggenheim Investments May 2013 - July 2015
Guggenheim Partners July 2011 - May 2013
Guggenheim Partners October 2010 - July 2011
Skills
Event Planning, Corporate Events, Events Coordination, Client Services, Research, Vendor Relations, Venue Scouting, On-site Execution, Conference Coordination, Webcasting, Office Management, Travel Arrangements, Outlook, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint
Education
The University of Georgia 2005 — 2009
Bachelor of Arts (B.A.), Sociology
Joseph Konrad's Guggenheim Partners Experience July 2012 - November 2012
Job Associate Attorney at Matushek, Nilles & Sinars, L.L.C.
Industry Legal Services
Experience
Matushek, Nilles & Sinars, L.L.C. May 2015 - Present
The Law Office of Joseph A. Konrad January 2015 - Present
Angelini & Angelini April 2013 - December 2014
Guggenheim Partners July 2012 - November 2012
Skills
Corporate Law, Litigation, Legal Research
Education
The John Marshall Law School 2009 — 2012
Juris Doctor & LL.M International Business and Trade Law, with Honors
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), International Studies, Political Science
Fenwick High School 1999 — 2003
Touro College Jacob D. Fuchsberg Law Center
Study Abroad: Jerusalem, Israel (Summer 2010)
Universidad San Francisco de Quito
Study Abroad: Quito, Ecuador (Fall 2006)
Matushek, Nilles & Sinars, L.L.C. May 2015 - Present
The Law Office of Joseph A. Konrad January 2015 - Present
Angelini & Angelini April 2013 - December 2014
Guggenheim Partners July 2012 - November 2012
Skills
Corporate Law, Litigation, Legal Research
Education
The John Marshall Law School 2009 — 2012
Juris Doctor & LL.M International Business and Trade Law, with Honors
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), International Studies, Political Science
Fenwick High School 1999 — 2003
Touro College Jacob D. Fuchsberg Law Center
Study Abroad: Jerusalem, Israel (Summer 2010)
Universidad San Francisco de Quito
Study Abroad: Quito, Ecuador (Fall 2006)
Kyle Magnus Kyle Magnus's Guggenheim Partners Experience June 2011 - August 2011
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
Guggenheim Partners June 2011 - August 2011
Skills
Visual Basic, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Financial Analysis, Data Analysis, Finance, Microsoft Office, Economics, Accounting, Financial Accounting, Business Analysis, Financial Reporting, Risk Management, SQL
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
Guggenheim Partners June 2011 - August 2011
Skills
Visual Basic, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Financial Analysis, Data Analysis, Finance, Microsoft Office, Economics, Accounting, Financial Accounting, Business Analysis, Financial Reporting, Risk Management, SQL
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
John Haug John Haug's Guggenheim Partners Experience 2013 - 2015
Job Business Development at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners 2013 - 2015
US Treasury 2012 - 2012
United Nations 2011 - 2011
Genworth 2006 - 2010
ING 2006 - 2006
Skills
Economics, Capital Markets, Asset Managment, Finance, Project Finance, Investments, Asset Management, Corporate Finance, Fixed Income, Valuation, Derivatives, Business Development, Macroeconomics, Portfolio Management, Emerging Markets, Private Equity, Alternative Investments, Hedge Funds, Due Diligence, Asset Allocation, Securities, Equities
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts (M.A.), International economics and international relations
University of Miami
B.A., History, Foreign Languages
Guggenheim Partners 2013 - 2015
US Treasury 2012 - 2012
United Nations 2011 - 2011
Genworth 2006 - 2010
ING 2006 - 2006
Skills
Economics, Capital Markets, Asset Managment, Finance, Project Finance, Investments, Asset Management, Corporate Finance, Fixed Income, Valuation, Derivatives, Business Development, Macroeconomics, Portfolio Management, Emerging Markets, Private Equity, Alternative Investments, Hedge Funds, Due Diligence, Asset Allocation, Securities, Equities
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts (M.A.), International economics and international relations
University of Miami
B.A., History, Foreign Languages
Jennifer Sagan's Guggenheim Partners Experience August 2011 - July 2013
Job Associate Director Business Relationship Management: Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings February 2015 - Present
Discover Financial Services January 2014 - February 2015
Exopack July 2013 - December 2013
Guggenheim Partners August 2011 - July 2013
CNA Insurance June 2010 - August 2011
CNA Insurance June 2008 - June 2010
CNA Insurance June 2006 - June 2008
Royal American Bank May 2005 - June 2006
Skills
Analysis, Forecasting, Strategic Financial..., Finance, Investments, Financial Modeling, Budgets, Bloomberg, Financial Planning, Corporate Finance, Marketing, Brand Development, Brand Management, Strategy, Process Improvement, Management, Portfolio Management
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Marketing Management, Strategic Management and Finance
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
BS, Finance
high school
Fitch Ratings February 2015 - Present
Discover Financial Services January 2014 - February 2015
Exopack July 2013 - December 2013
Guggenheim Partners August 2011 - July 2013
CNA Insurance June 2010 - August 2011
CNA Insurance June 2008 - June 2010
CNA Insurance June 2006 - June 2008
Royal American Bank May 2005 - June 2006
Skills
Analysis, Forecasting, Strategic Financial..., Finance, Investments, Financial Modeling, Budgets, Bloomberg, Financial Planning, Corporate Finance, Marketing, Brand Development, Brand Management, Strategy, Process Improvement, Management, Portfolio Management
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Marketing Management, Strategic Management and Finance
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
BS, Finance
high school
Brooke Dreyfous Brooke Dreyfous's Guggenheim Partners Experience February 2015 - Present
Job Associate, Corporate Access Team at Guggenheim Partners
Industry Executive Office
Experience
Guggenheim Partners February 2015 - Present
CAIS Group November 2013 - December 2014
JPMorgan Chase & Co July 2010 - November 2013
Ralph Lauren June 2008 - August 2009
Skills
Ap Style, InDesign, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, SPSS, Microsoft Publisher, Adobe Acrobat, Mac OS, Public Relations, Event Management, Social Networking, Facebook, Public Speaking, Social Media, Event Planning, Marketing Communications, Photoshop, Advertising, Fashion, Management, Social Media Marketing
Education
University of Dayton 2006 — 2010
Bachelor of Arts, Public Relations; Business Management
John Cabot University
Brooks School 2002 — 2005
High School
Guggenheim Partners February 2015 - Present
CAIS Group November 2013 - December 2014
JPMorgan Chase & Co July 2010 - November 2013
Ralph Lauren June 2008 - August 2009
Skills
Ap Style, InDesign, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, SPSS, Microsoft Publisher, Adobe Acrobat, Mac OS, Public Relations, Event Management, Social Networking, Facebook, Public Speaking, Social Media, Event Planning, Marketing Communications, Photoshop, Advertising, Fashion, Management, Social Media Marketing
Education
University of Dayton 2006 — 2010
Bachelor of Arts, Public Relations; Business Management
John Cabot University
Brooks School 2002 — 2005
High School
Jack Sanford Jack Sanford's Guggenheim Partners Experience June 2013 - August 2013
Job Investment Banking Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2015 - Present
Berkeley Investment Group May 2013 - May 2015
UC Berkeley Haas School of Business August 2011 - May 2015
Morgan Stanley June 2014 - August 2014
Guggenheim Partners June 2013 - August 2013
West Coast Asset Management June 2012 - August 2012
JonesTrading May 2010 - July 2010
Skills
Equities, Tennis, Investments, Bloomberg Terminal, Trading, Public Speaking, Critical Thinking, Equity Research, Leadership, Microsoft Excel, Financial Modeling, Financial Analysis, Financial Accounting, Sales, BlackRock Aladdin, Bloomberg, Economics
Education
UC Berkeley 2011 — 2015
Oaks Christian High School 2007 — 2011
Morgan Stanley June 2015 - Present
Berkeley Investment Group May 2013 - May 2015
UC Berkeley Haas School of Business August 2011 - May 2015
Morgan Stanley June 2014 - August 2014
Guggenheim Partners June 2013 - August 2013
West Coast Asset Management June 2012 - August 2012
JonesTrading May 2010 - July 2010
Skills
Equities, Tennis, Investments, Bloomberg Terminal, Trading, Public Speaking, Critical Thinking, Equity Research, Leadership, Microsoft Excel, Financial Modeling, Financial Analysis, Financial Accounting, Sales, BlackRock Aladdin, Bloomberg, Economics
Education
UC Berkeley 2011 — 2015
Oaks Christian High School 2007 — 2011
AJ Ramson's Guggenheim Partners Experience July 2014 - Present
Job Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2014 - Present
Guggenheim Partners June 2014 - Present
Tulane University September 2011 - Present
Aegis Capital May 2013 - August 2013
Legend Securities Inc. June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Photoshop, HTML, Finance, Social Media, Leadership, Spanish, Facebook, Access, Business Development, Entrepreneurship, Data Analysis, Social Networking, Financial Modeling, Teamwork, Economics, Analysis, Capital Markets, Investment Banking, Valuation
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Jericho High School 2007 — 2011
Guggenheim Partners July 2014 - Present
Guggenheim Partners June 2014 - Present
Tulane University September 2011 - Present
Aegis Capital May 2013 - August 2013
Legend Securities Inc. June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Photoshop, HTML, Finance, Social Media, Leadership, Spanish, Facebook, Access, Business Development, Entrepreneurship, Data Analysis, Social Networking, Financial Modeling, Teamwork, Economics, Analysis, Capital Markets, Investment Banking, Valuation
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Jericho High School 2007 — 2011
Joe Brandmeyer Joe Brandmeyer's Guggenheim Partners Experience September 2012 - Present
Job Senior Associate at Guggenheim Partners
Industry Law Practice
Experience
Guggenheim Partners September 2012 - Present
National Football League May 2011 - August 2011
SNR Denton May 2010 - July 2010
Skills
Legal Research, Mergers, Westlaw, Insurance
Education
Villanova University School of Law 2009 — 2012
Doctor of Law (J.D.)
University of Kansas 2004 — 2008
Bachelor's degree, Political Science and Government
Guggenheim Partners September 2012 - Present
National Football League May 2011 - August 2011
SNR Denton May 2010 - July 2010
Skills
Legal Research, Mergers, Westlaw, Insurance
Education
Villanova University School of Law 2009 — 2012
Doctor of Law (J.D.)
University of Kansas 2004 — 2008
Bachelor's degree, Political Science and Government
Patrick Stefan Patrick Stefan's Guggenheim Partners Experience May 2012 - Present
Job Associate at Guggenheim Partners
Industry Venture Capital & Private Equity
Experience
Guggenheim Partners May 2012 - Present
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BBA
Guggenheim Partners May 2012 - Present
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BBA
Matthew Kirschner Matthew Kirschner's Guggenheim Partners Experience July 2014 - Present
Job Equity Research Associate at Guggenheim Partners
Industry Research
Experience
Guggenheim Partners July 2014 - Present
Barclays Investment Bank March 2012 - July 2014
Credit Suisse June 2008 - March 2012
Skills
Bloomberg, Fixed Income, Financial Analysis, Valuation, Financial Risk, Emerging Markets
Education
The University of Connecticut School of Business 2005 — 2009
B.S., Finance
Universitat Pompeu Fabra 2006 — 2006
Minor, International Business
THS
THS
Guggenheim Partners July 2014 - Present
Barclays Investment Bank March 2012 - July 2014
Credit Suisse June 2008 - March 2012
Skills
Bloomberg, Fixed Income, Financial Analysis, Valuation, Financial Risk, Emerging Markets
Education
The University of Connecticut School of Business 2005 — 2009
B.S., Finance
Universitat Pompeu Fabra 2006 — 2006
Minor, International Business
THS
THS
Chip Hunter's Guggenheim Partners Experience September 2005 - September 2009
Job Principal at Charles River Associates
Industry Legal Services
Experience
Charles River Associates February 2013 - Present
Loyola University Chicago 2013 - Present
Near North Montessori August 2010 - Present
Navigant Economics October 2009 - January 2013
Guggenheim Partners September 2005 - September 2009
Leaf Group February 2004 - June 2007
Lexecon Inc. 2001 - 2004
Skills
Statistics, Analysis, Litigation, Econometrics, Financial Modeling, Competition Law, Economics, Economic Research, Management, Quantitative Analytics, Mergers & Acquisitions, Valuation, Mergers, Due Diligence, Data Analysis, Stata, Corporate Finance, SAS
Education
The University of Chicago 1993 — 2001
PhD, Economics
The University of Texas at Dallas 1990 — 1992
MPA, Public Affairs
University of Colorado Boulder 1989 — 1989
BA, Economics
Charles River Associates February 2013 - Present
Loyola University Chicago 2013 - Present
Near North Montessori August 2010 - Present
Navigant Economics October 2009 - January 2013
Guggenheim Partners September 2005 - September 2009
Leaf Group February 2004 - June 2007
Lexecon Inc. 2001 - 2004
Skills
Statistics, Analysis, Litigation, Econometrics, Financial Modeling, Competition Law, Economics, Economic Research, Management, Quantitative Analytics, Mergers & Acquisitions, Valuation, Mergers, Due Diligence, Data Analysis, Stata, Corporate Finance, SAS
Education
The University of Chicago 1993 — 2001
PhD, Economics
The University of Texas at Dallas 1990 — 1992
MPA, Public Affairs
University of Colorado Boulder 1989 — 1989
BA, Economics
David Bays's Guggenheim Partners Experience June 2014 - Present
Job Financial Analyst at Guggenheim Partners
Industry Commercial Real Estate
Experience
Guggenheim Partners June 2014 - Present
Brown Distributing Company April 2012 - Present
AMT Training July 2014 - July 2014
Austin Habitat for Humanity August 2011 - November 2011
Castex Enery May 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Social Networking
Education
The University of Texas at Austin 2012 — 2015
Bachelor of Business Administration, Finance, General
The University of Texas at Austin 2011 — 2015
Bachelor of Communications, Corporate
Guggenheim Partners June 2014 - Present
Brown Distributing Company April 2012 - Present
AMT Training July 2014 - July 2014
Austin Habitat for Humanity August 2011 - November 2011
Castex Enery May 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Social Networking
Education
The University of Texas at Austin 2012 — 2015
Bachelor of Business Administration, Finance, General
The University of Texas at Austin 2011 — 2015
Bachelor of Communications, Corporate
Joe Gaudet's Guggenheim Partners Experience December 2014 - July 2015
Job Marketing Analyst at Rockefeller & Co.
Industry Financial Services
Experience
Rockefeller & Co., Inc. August 2015 - Present
Guggenheim Partners December 2014 - July 2015
Global Arena Capital Corp. February 2014 - July 2014
Morgan Stanley June 2012 - August 2012
Congressman Thomas Rooney May 2010 - August 2010
GCI Construction Inc. May 2009 - August 2009
The Benjamin School May 2007 - August 2008
Skills
Research, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Excel, Teamwork, Microsoft Word, Sales, Data Analysis, Analysis, Investments, Leadership
Education
University of Alabama 2009 — 2013
BCB, Major in Finance with Specialization in Entrepreneurship and Minor in Computer Tech & Applications
The Benjamin School 2005 — 2009
Rockefeller & Co., Inc. August 2015 - Present
Guggenheim Partners December 2014 - July 2015
Global Arena Capital Corp. February 2014 - July 2014
Morgan Stanley June 2012 - August 2012
Congressman Thomas Rooney May 2010 - August 2010
GCI Construction Inc. May 2009 - August 2009
The Benjamin School May 2007 - August 2008
Skills
Research, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Excel, Teamwork, Microsoft Word, Sales, Data Analysis, Analysis, Investments, Leadership
Education
University of Alabama 2009 — 2013
BCB, Major in Finance with Specialization in Entrepreneurship and Minor in Computer Tech & Applications
The Benjamin School 2005 — 2009
Kristen Cook's Guggenheim Partners Experience January 2014 - Present
Job Analyst at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners January 2014 - Present
Johns Hopkins Institute for Applied Economics January 2013 - January 2014
Department of Applied Mathematics and Statistics at Johns Hopkins August 2013 - December 2013
NERA Economic Consulting June 2013 - August 2013
Javelin 19 Investments, LLC May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Visual Basic, Bloomberg Terminal, Economics, Outlook, Financial Modeling
Education
The Johns Hopkins University 2010 — 2013
Bachelor of Arts (BA), Economics
The Johns Hopkins University 2010 — 2013
Bachelor of Science (BS), Applied Mathematics and Statistics
Guggenheim Partners January 2014 - Present
Johns Hopkins Institute for Applied Economics January 2013 - January 2014
Department of Applied Mathematics and Statistics at Johns Hopkins August 2013 - December 2013
NERA Economic Consulting June 2013 - August 2013
Javelin 19 Investments, LLC May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Visual Basic, Bloomberg Terminal, Economics, Outlook, Financial Modeling
Education
The Johns Hopkins University 2010 — 2013
Bachelor of Arts (BA), Economics
The Johns Hopkins University 2010 — 2013
Bachelor of Science (BS), Applied Mathematics and Statistics
Henry Klehm IV's Guggenheim Partners Experience June 2013 - Present
Job Commercial Real Estate Finance Analyst at Guggenheim Partners
Industry Real Estate
Experience
Guggenheim Partners June 2013 - Present
Related June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Real Estate Sales..., Marketing, Social Media, Research, Public Speaking, Social Networking, Social Media Marketing, Event Planning, Customer Service, Financial Analysis, Competitive Analysis, Microsoft Office, Access, Outlook, Data Entry, Marketing Strategy, Financial Modeling
Education
Villanova University 2010 — 2013
Bachelor of Business Administration (BBA), Economics
London School of Economics and Political Science 2011 — 2011
Guggenheim Partners June 2013 - Present
Related June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Real Estate Sales..., Marketing, Social Media, Research, Public Speaking, Social Networking, Social Media Marketing, Event Planning, Customer Service, Financial Analysis, Competitive Analysis, Microsoft Office, Access, Outlook, Data Entry, Marketing Strategy, Financial Modeling
Education
Villanova University 2010 — 2013
Bachelor of Business Administration (BBA), Economics
London School of Economics and Political Science 2011 — 2011
Karl Ragnauth Karl Ragnauth's Guggenheim Partners Experience August 2013 - October 2013
Job Business Analyst at Columbia University in the City of New York
Industry Information Technology and Services
Experience
Columbia University in the City of New York March 2015 - Present
Columbia University in the City of New York November 2013 - February 2015
Guggenheim Partners August 2013 - October 2013
Rich Tech Performance Inc. January 2013 - August 2013
MetLife July 2011 - March 2012
MetLife June 2009 - June 2011
MetLife March 2009 - June 2009
The Ritz-Carlton Hotel Company LLC August 2008 - December 2008
Inland American Communities Group, Inc. September 2007 - July 2008
Skills
Customer Service, Event Planning, Microsoft Excel, Strategic Planning, Microsoft Office, PowerPoint, Insurance, Outlook, Budgets, Event Management, Marketing, Team Building, Process Improvement, Leadership, Leadership Development, Microsoft Word, Project Management, Sales, Training, Social Media, Time Management, Access, Public Speaking, Data Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2016
MBA
University of Florida 2004 — 2008
Bachelors of Science, Tourism & Hotel Management
Columbia University in the City of New York March 2015 - Present
Columbia University in the City of New York November 2013 - February 2015
Guggenheim Partners August 2013 - October 2013
Rich Tech Performance Inc. January 2013 - August 2013
MetLife July 2011 - March 2012
MetLife June 2009 - June 2011
MetLife March 2009 - June 2009
The Ritz-Carlton Hotel Company LLC August 2008 - December 2008
Inland American Communities Group, Inc. September 2007 - July 2008
Skills
Customer Service, Event Planning, Microsoft Excel, Strategic Planning, Microsoft Office, PowerPoint, Insurance, Outlook, Budgets, Event Management, Marketing, Team Building, Process Improvement, Leadership, Leadership Development, Microsoft Word, Project Management, Sales, Training, Social Media, Time Management, Access, Public Speaking, Data Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2016
MBA
University of Florida 2004 — 2008
Bachelors of Science, Tourism & Hotel Management
Brendan DiPiazza's Guggenheim Partners Experience October 2012 - Present
Job Central Information Senior Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2012 - Present
Boston Millennia Partners September 2009 - June 2012
Bank of New York Mellon June 2008 - July 2008
Calyon Financial, Inc June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Analytic Reporting, Investments, Private Equity, Market Research, Valuation, Strategy Development, Due Diligence, Mergers, Growth Capital, Bridge Financing, Venture Financing, Venture Capital, Investment Banking
Education
Tufts University 2005 — 2009
BA, English
Weston High School 2001 — 2005
Guggenheim Partners October 2012 - Present
Boston Millennia Partners September 2009 - June 2012
Bank of New York Mellon June 2008 - July 2008
Calyon Financial, Inc June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Analytic Reporting, Investments, Private Equity, Market Research, Valuation, Strategy Development, Due Diligence, Mergers, Growth Capital, Bridge Financing, Venture Financing, Venture Capital, Investment Banking
Education
Tufts University 2005 — 2009
BA, English
Weston High School 2001 — 2005
Richard Sgueglia Richard Sgueglia's Guggenheim Partners Experience February 2012 - Present
Job at
Industry Banking
Experience
BGC Partners August 2015 - Present
Guggenheim Partners February 2012 - Present
Ticonderoga Securities LLC August 2009 - March 2012
Collins Stewart August 2007 - August 2009
Tullett Prebon 2004 - 2006
Education
Union College 1989 — 1993
BA, Political Science
BGC Partners August 2015 - Present
Guggenheim Partners February 2012 - Present
Ticonderoga Securities LLC August 2009 - March 2012
Collins Stewart August 2007 - August 2009
Tullett Prebon 2004 - 2006
Education
Union College 1989 — 1993
BA, Political Science
Beth Stare Beth Stare's Guggenheim Partners Experience January 2008 - March 2010
Job Senior Managing Consultant at BLDS LLC
Industry Legal Services
Experience
BLDS LLC January 2015 - Present
BLDS LLC July 2014 - Present
Navigant Economics September 2013 - June 2014
Navigant Economics October 2011 - September 2013
Compass Lexecon February 2011 - September 2011
Guggenheim Partners January 2008 - March 2010
Guggenheim Investment Advisors April 2005 - January 2008
LEAF Group LLC April 2005 - June 2007
Compass Lexecon March 2001 - March 2005
Skills
Data Analysis, Economics, Litigation Consulting, SAS, Analytics, Finance, Financial Modeling, Financial Analysis, Asset Management, Management, Stata, Equities, Corporate Finance, Research, Behavioral Finance
Education
University of California, San Diego
BA
University of Chicago
MA
BLDS LLC January 2015 - Present
BLDS LLC July 2014 - Present
Navigant Economics September 2013 - June 2014
Navigant Economics October 2011 - September 2013
Compass Lexecon February 2011 - September 2011
Guggenheim Partners January 2008 - March 2010
Guggenheim Investment Advisors April 2005 - January 2008
LEAF Group LLC April 2005 - June 2007
Compass Lexecon March 2001 - March 2005
Skills
Data Analysis, Economics, Litigation Consulting, SAS, Analytics, Finance, Financial Modeling, Financial Analysis, Asset Management, Management, Stata, Equities, Corporate Finance, Research, Behavioral Finance
Education
University of California, San Diego
BA
University of Chicago
MA
Paul Leba Paul Leba's Guggenheim Partners Experience September 2012 - Present
Job Analyst at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners September 2012 - Present
BNY Mellon January 2012 - May 2012
BNY Mellon December 2006 - December 2011
BNY Mellon October 2004 - November 2006
Skills
Microsoft Excel, Financial Analysis, Customer Service, Project Management, Finance, Risk Management, Financial Modeling, Portfolio Management, Data Analysis
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics
Guggenheim Partners September 2012 - Present
BNY Mellon January 2012 - May 2012
BNY Mellon December 2006 - December 2011
BNY Mellon October 2004 - November 2006
Skills
Microsoft Excel, Financial Analysis, Customer Service, Project Management, Finance, Risk Management, Financial Modeling, Portfolio Management, Data Analysis
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics
Kevin Guan Kevin Guan's Guggenheim Partners Experience October 2013 - Present
Job Analyst at Guggenheim Partners
Industry Venture Capital & Private Equity
Experience
Guggenheim Partners October 2013 - Present
Accenture June 2012 - October 2013
Westlake Securities August 2011 - May 2012
JPMorgan Chase June 2011 - August 2011
Skills
Financial Analysis, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Microsoft Excel, Energy, Capital IQ, Management Consulting, Financial Forecasting
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Guggenheim Partners October 2013 - Present
Accenture June 2012 - October 2013
Westlake Securities August 2011 - May 2012
JPMorgan Chase June 2011 - August 2011
Skills
Financial Analysis, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Microsoft Excel, Energy, Capital IQ, Management Consulting, Financial Forecasting
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Sanaz Alexander Sanaz Alexander's Guggenheim Partners Experience March 2011 - November 2012
Job Director of Product Management at Tapiture
Industry Internet
Experience
Tapiture February 2014 - Present
Zynga November 2012 - March 2014
Guggenheim Partners March 2011 - November 2012
William Blair and Company March 2010 - March 2011
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Venture Capital, Mergers, Investments, Equities, Capital Markets, Corporate Development, Portfolio Management, Asset Managment, Mergers & Acquisitions, Finance, Market Analysis, Strategy, Start-ups, Emerging Markets
Education
The University of Chicago 2007 — 2009
MBA, MBA
UC Berkeley 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Economics, 4.0
Tapiture February 2014 - Present
Zynga November 2012 - March 2014
Guggenheim Partners March 2011 - November 2012
William Blair and Company March 2010 - March 2011
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Venture Capital, Mergers, Investments, Equities, Capital Markets, Corporate Development, Portfolio Management, Asset Managment, Mergers & Acquisitions, Finance, Market Analysis, Strategy, Start-ups, Emerging Markets
Education
The University of Chicago 2007 — 2009
MBA, MBA
UC Berkeley 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Economics, 4.0
Brendan Gibney's Guggenheim Partners Experience June 2008 - August 2008
Job Associate at Partners Group
Industry Real Estate
Experience
The JBG Companies September 2011 - March 2015
Jones Lang LaSalle July 2010 - September 2011
Alvarez & Marsal June 2009 - February 2010
Guggenheim Partners June 2008 - August 2008
Education
University of Georgia - Terry College of Business 2006 — 2010
Bachelor of Business Administration (BBA)
The Landon School 2000 — 2006
The JBG Companies September 2011 - March 2015
Jones Lang LaSalle July 2010 - September 2011
Alvarez & Marsal June 2009 - February 2010
Guggenheim Partners June 2008 - August 2008
Education
University of Georgia - Terry College of Business 2006 — 2010
Bachelor of Business Administration (BBA)
The Landon School 2000 — 2006
Robert Capobianco, CIMA® Robert Capobianco, CIMA®'s Guggenheim Partners Experience January 2015 - Present
Job Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2015 - Present
Montage Investments April 2011 - January 2015
ICON Capital Corp. April 2009 - April 2011
AllianceBernstein April 2007 - April 2009
Skills
Investments, Mutual Funds, Asset Management, Equities, Series 7, Series 63, Fixed Income, ETFs, Hedge Funds, Asset Allocation, Separately Managed..., Alternative Investments, Financial Advisory, Portfolio Management, Securities, Retirement Planning, Wealth Management
Education
Wharton School, University of Pennsylvania 2012 — 2012
CIMA, Finance
University at Albany, SUNY 2002 — 2005
B.A. Arts, Political Science
Guggenheim Partners January 2015 - Present
Montage Investments April 2011 - January 2015
ICON Capital Corp. April 2009 - April 2011
AllianceBernstein April 2007 - April 2009
Skills
Investments, Mutual Funds, Asset Management, Equities, Series 7, Series 63, Fixed Income, ETFs, Hedge Funds, Asset Allocation, Separately Managed..., Alternative Investments, Financial Advisory, Portfolio Management, Securities, Retirement Planning, Wealth Management
Education
Wharton School, University of Pennsylvania 2012 — 2012
CIMA, Finance
University at Albany, SUNY 2002 — 2005
B.A. Arts, Political Science
Emily Bowe Emily Bowe's Guggenheim Partners Experience January 2012 - Present
Job Administration at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2012 - Present
The Charlotte House Hotel January 2011 - July 2011
Education
The University of Birmingham 2007 — 2010
Bachelor of Laws (LL.B.), Law, Graduated with Honors
Guggenheim Partners January 2012 - Present
The Charlotte House Hotel January 2011 - July 2011
Education
The University of Birmingham 2007 — 2010
Bachelor of Laws (LL.B.), Law, Graduated with Honors
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
Shiju Abraham's Guggenheim Partners Experience July 2012 - Present
Job Director At Guggneheim Partners NYC
Industry Computer Software
Experience
Guggenheim Partners July 2012 - Present
Daily Makeover June 2008 - July 2012
Ogilvy & Mather April 2007 - June 2008
JAVADC January 2006 - March 2007
Genzyme Genetics April 2005 - February 2006
Skills
Software Development, .NET, Wordpress, SQL Server, C#, ASP.NET, Application Development, CMS, Microsoft SQL Server, Web Applications, Databases, MySQL, PHP, Web Services
Education
The University of New Mexico 2003 — 2005
Masters of Science, Computer Science
Guggenheim Partners July 2012 - Present
Daily Makeover June 2008 - July 2012
Ogilvy & Mather April 2007 - June 2008
JAVADC January 2006 - March 2007
Genzyme Genetics April 2005 - February 2006
Skills
Software Development, .NET, Wordpress, SQL Server, C#, ASP.NET, Application Development, CMS, Microsoft SQL Server, Web Applications, Databases, MySQL, PHP, Web Services
Education
The University of New Mexico 2003 — 2005
Masters of Science, Computer Science
David K. Peng's Guggenheim Partners Experience September 2013 - Present
Job Healthcare Investment Banking Associate at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners September 2013 - Present
Stifel Financial Corp. May 2012 - September 2013
Canaccord Genuity Inc. August 2010 - April 2012
Life Technologies March 2009 - July 2010
Burrill & Company 2008 - 2008
Genentech, Inc. 2000 - 2003
Johnson & Johnson, Inc. 1999 - 1999
Education
University of Michigan 2003 — 2007
Ph.D., M.S.E., Chemical Engineering
The Johns Hopkins University
B.S., B.A., Chemical Engineering, Biology
Guggenheim Partners September 2013 - Present
Stifel Financial Corp. May 2012 - September 2013
Canaccord Genuity Inc. August 2010 - April 2012
Life Technologies March 2009 - July 2010
Burrill & Company 2008 - 2008
Genentech, Inc. 2000 - 2003
Johnson & Johnson, Inc. 1999 - 1999
Education
University of Michigan 2003 — 2007
Ph.D., M.S.E., Chemical Engineering
The Johns Hopkins University
B.S., B.A., Chemical Engineering, Biology
Erin Baker's Guggenheim Partners Experience April 2015 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2015 - Present
Skills
Organizational..., Finance, Financial Services, Corporate Governance
Education
University College Dublin 2001 — 2003
M.Econ.Sc.
Trinity University 1995 — 1999
BA
Guggenheim Partners April 2015 - Present
Skills
Organizational..., Finance, Financial Services, Corporate Governance
Education
University College Dublin 2001 — 2003
M.Econ.Sc.
Trinity University 1995 — 1999
BA
Barry Blake's Guggenheim Partners Experience September 2014 - Present
Job Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners September 2014 - Present
Citigroup January 2010 - September 2014
JPMorgan March 2007 - January 2010
Merrill Lynch Investment Banking 2001 - 2004
Morgan Stanley 1997 - 2000
Skills
Mergers, Valuation, Private Equity, Investment Banking, Financial Modeling, Equities, Corporate Development, Emerging Markets, Capital Markets, Mergers & Acquisitions, Due Diligence, Hedge Funds, Corporate Finance, Venture Capital, Alternative Investments
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Guggenheim Partners September 2014 - Present
Citigroup January 2010 - September 2014
JPMorgan March 2007 - January 2010
Merrill Lynch Investment Banking 2001 - 2004
Morgan Stanley 1997 - 2000
Skills
Mergers, Valuation, Private Equity, Investment Banking, Financial Modeling, Equities, Corporate Development, Emerging Markets, Capital Markets, Mergers & Acquisitions, Due Diligence, Hedge Funds, Corporate Finance, Venture Capital, Alternative Investments
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Hilary Lynch's Guggenheim Partners Experience June 2009 - Present
Job Director, Technology, Guggenheim Partners
Industry Information Technology and Services
Experience
Guggenheim Partners June 2009 - Present
Bear, Stearns & Co., Inc. December 1991 - May 2009
Skills
Fixed Income, Investment Banking, Hedge Funds, Forecasting, Program Management, Vendor Management, Equities, Mergers & Acquisitions, Management, Trading Systems
Education
Union College
MBA
Union College
BS, Biology, English
Guggenheim Partners June 2009 - Present
Bear, Stearns & Co., Inc. December 1991 - May 2009
Skills
Fixed Income, Investment Banking, Hedge Funds, Forecasting, Program Management, Vendor Management, Equities, Mergers & Acquisitions, Management, Trading Systems
Education
Union College
MBA
Union College
BS, Biology, English
Tara Mangam, PHR's Guggenheim Partners Experience August 2014 - Present
Job Director, Campus Recruiting at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2014 - Present
Deutsche Bank October 2009 - August 2014
Merrill Lynch July 2007 - March 2009
UBS Investment Bank May 2006 - July 2007
Brown Brothers Harriman September 2005 - June 2006
Putnam Investments December 2003 - August 2005
Education
University of Colorado Boulder 1997 — 2001
Guggenheim Partners August 2014 - Present
Deutsche Bank October 2009 - August 2014
Merrill Lynch July 2007 - March 2009
UBS Investment Bank May 2006 - July 2007
Brown Brothers Harriman September 2005 - June 2006
Putnam Investments December 2003 - August 2005
Education
University of Colorado Boulder 1997 — 2001
Jay Brockway's Guggenheim Partners Experience October 2010 - Present
Job Lead Software Engineer at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners October 2010 - Present
JPMorgan Chase March 2008 - October 2010
Wachovia Bank November 2004 - February 2008
Siemens 2002 - 2002
Skills
C#, XML, Java, JavaScript, SQL, Perl, C, C++, Objective-C, TFS, Databases, Testing, Microsoft SQL Server, .NET, CSS, SDLC, Software Development
Education
University of Illinois at Chicago 1995 — 1998
Bachelor of Science (BSc), Computer Engineering
Guggenheim Partners October 2010 - Present
JPMorgan Chase March 2008 - October 2010
Wachovia Bank November 2004 - February 2008
Siemens 2002 - 2002
Skills
C#, XML, Java, JavaScript, SQL, Perl, C, C++, Objective-C, TFS, Databases, Testing, Microsoft SQL Server, .NET, CSS, SDLC, Software Development
Education
University of Illinois at Chicago 1995 — 1998
Bachelor of Science (BSc), Computer Engineering
Greg Foster's Guggenheim Partners Experience 2009 - 2010
Job Sr. Director, Professional Services at Workday
Industry Computer Software
Experience
Workday 2010 - Present
Guggenheim Partners 2009 - 2010
Cognizant Technology Solutions 2005 - 2007
Fathom Solutions 1999 - 2005
Accenture 1998 - 1999
Skills
IT Strategy, Management Consulting, Business Analysis, Financial Modeling, Project Management, Global Delivery, SaaS, Outsourcing, Process Improvement, Change Management, Business Process, SDLC, Vendor Management
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA with Honors, Finance, Entrepreneurship, Accounting
University of Illinois at Urbana-Champaign 1994 — 1998
BS, Mechanical Engineering
Workday 2010 - Present
Guggenheim Partners 2009 - 2010
Cognizant Technology Solutions 2005 - 2007
Fathom Solutions 1999 - 2005
Accenture 1998 - 1999
Skills
IT Strategy, Management Consulting, Business Analysis, Financial Modeling, Project Management, Global Delivery, SaaS, Outsourcing, Process Improvement, Change Management, Business Process, SDLC, Vendor Management
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA with Honors, Finance, Entrepreneurship, Accounting
University of Illinois at Urbana-Champaign 1994 — 1998
BS, Mechanical Engineering
Scott Greenfield's Guggenheim Partners Experience June 2006 - May 2010
Job
Industry Commercial Real Estate
Experience
Angelo, Gordon & Co. April 2012 - Present
Caxton Associates May 2010 - February 2012
Guggenheim Partners June 2006 - May 2010
Credit Suisse First Boston June 2004 - May 2006
Education
The George Washington University 2000 — 2004
Angelo, Gordon & Co. April 2012 - Present
Caxton Associates May 2010 - February 2012
Guggenheim Partners June 2006 - May 2010
Credit Suisse First Boston June 2004 - May 2006
Education
The George Washington University 2000 — 2004
Joe Pan's Guggenheim Partners Experience September 2011 - Present
Job Vice President Investment Graphics at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2011 - Present
MullinTBG October 2002 - September 2011
Education
University of California, San Diego 1994 — 1999
Guggenheim Partners September 2011 - Present
MullinTBG October 2002 - September 2011
Education
University of California, San Diego 1994 — 1999
Garrett Roberts's Guggenheim Partners Experience September 2014 - Present
Job Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
Barclays Investment Bank September 2008 - July 2014
Lehman Brothers December 2002 - September 2008
Skills
Fixed Income, Bloomberg, Capital Markets, Hedge Funds, Trading, Series 7, Series 63, Investments, Financial Markets, Trading Systems
Education
Tufts University 1998 — 2002
Bachelor of Arts (B.A.), International Relations and Affairs
Guggenheim Partners September 2014 - Present
Barclays Investment Bank September 2008 - July 2014
Lehman Brothers December 2002 - September 2008
Skills
Fixed Income, Bloomberg, Capital Markets, Hedge Funds, Trading, Series 7, Series 63, Investments, Financial Markets, Trading Systems
Education
Tufts University 1998 — 2002
Bachelor of Arts (B.A.), International Relations and Affairs
Debbie Cooper's Guggenheim Partners Experience September 2013 - Present
Job MD, HR Business Partner at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2013 - Present
Artio Global Management LLC December 2011 - June 2013
Cooper Advisers LLC February 2009 - December 2011
JP Morgan 1994 - 2008
Skills
Organizational..., Performance Management, Deferred Compensation, Succession Planning, Financial Services, Emerging Markets, Leadership, Talent Management, Asset Management, Management, Change Management, Equities, Career Development, Employee Benefits, Talent Acquisition, Strategy
Education
New York University - Leonard N. Stern School of Business
MBA
University at Albany, SUNY
BS
Guggenheim Partners September 2013 - Present
Artio Global Management LLC December 2011 - June 2013
Cooper Advisers LLC February 2009 - December 2011
JP Morgan 1994 - 2008
Skills
Organizational..., Performance Management, Deferred Compensation, Succession Planning, Financial Services, Emerging Markets, Leadership, Talent Management, Asset Management, Management, Change Management, Equities, Career Development, Employee Benefits, Talent Acquisition, Strategy
Education
New York University - Leonard N. Stern School of Business
MBA
University at Albany, SUNY
BS
Jake Berger's Guggenheim Partners Experience March 2015 - Present
Job Assistant Vice President at Guggenheim Partners
Industry Real Estate
Experience
Guggenheim Partners March 2015 - Present
TriMont Real Estate Advisors April 2009 - March 2015
CW Capital, LLC March 2007 - April 2008
Robert S. Jordan Company May 2006 - August 2006
Skills
Commercial Real Estate..., Financial Analysis, Financial Modeling, Cash Flow Forecasting, Real Estate Private..., Real Estate Transactions, Multi-family Investment..., Mortgage Underwriting, Risk Assessment, Financial Reporting, Argus Modeling, Presentations, Performance Reporting, Value Added Analysis, Underwriting
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, Real Estate
Guggenheim Partners March 2015 - Present
TriMont Real Estate Advisors April 2009 - March 2015
CW Capital, LLC March 2007 - April 2008
Robert S. Jordan Company May 2006 - August 2006
Skills
Commercial Real Estate..., Financial Analysis, Financial Modeling, Cash Flow Forecasting, Real Estate Private..., Real Estate Transactions, Multi-family Investment..., Mortgage Underwriting, Risk Assessment, Financial Reporting, Argus Modeling, Presentations, Performance Reporting, Value Added Analysis, Underwriting
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, Real Estate
Dion Waldow's Guggenheim Partners Experience July 2011 - Present
Job Director at Guggenheim Capital Markets
Industry Financial Services
Experience
Guggenheim Capital Markets July 2011 - Present
Guggenheim Partners July 2011 - Present
Wall Street Access January 2008 - June 2011
Wachovia Capital Markets 2000 - 2007
Wachovia April 2001 - December 2006
Prudential Financial 2000 - 2003
GARBAN 1998 - 2000
Cantor Fitzgerald 1993 - 2000
Skills
Series 7, Series 63, Capital Markets, Fixed Income, Bonds, Hedge Funds, Securities, Equities, Risk Management, Structured Products, Bloomberg, FINRA, Financial Modeling, Trading, Derivatives, Alternative Investments, Electronic Trading, Wealth Management, Investment Banking, Financial Markets, Series 24, Asset Management, Options, Credit Derivatives, Swaps
Education
University of Arizona 1989 — 1991
BUSINESS
Guggenheim Capital Markets July 2011 - Present
Guggenheim Partners July 2011 - Present
Wall Street Access January 2008 - June 2011
Wachovia Capital Markets 2000 - 2007
Wachovia April 2001 - December 2006
Prudential Financial 2000 - 2003
GARBAN 1998 - 2000
Cantor Fitzgerald 1993 - 2000
Skills
Series 7, Series 63, Capital Markets, Fixed Income, Bonds, Hedge Funds, Securities, Equities, Risk Management, Structured Products, Bloomberg, FINRA, Financial Modeling, Trading, Derivatives, Alternative Investments, Electronic Trading, Wealth Management, Investment Banking, Financial Markets, Series 24, Asset Management, Options, Credit Derivatives, Swaps
Education
University of Arizona 1989 — 1991
BUSINESS
Charlie Arestia's Guggenheim Partners Experience March 2012 - March 2014
Job US Army
Industry Financial Services
Experience
US Army March 2014 - Present
Guggenheim Partners March 2012 - March 2014
Guggenheim Partners February 2010 - March 2012
CQ Capital July 2008 - February 2010
Bear Stearns June 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Fixed Income, Hedge Funds, Mutual Funds, Bloomberg, Equities, Investments, Private Equity
Education
The Johns Hopkins University 2004 — 2008
BA, History
US Army March 2014 - Present
Guggenheim Partners March 2012 - March 2014
Guggenheim Partners February 2010 - March 2012
CQ Capital July 2008 - February 2010
Bear Stearns June 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Fixed Income, Hedge Funds, Mutual Funds, Bloomberg, Equities, Investments, Private Equity
Education
The Johns Hopkins University 2004 — 2008
BA, History
Ivy McLemore's Guggenheim Partners Experience August 2014 - Present
Job Director of Intermediary Communications at Guggenheim Partners
Industry Public Relations and Communications
Experience
Guggenheim Partners August 2014 - Present
Ivy McLemore & Associates, LLC November 2012 - August 2014
Invesco Ltd. 2004 - 2012
AIM Investments 1999 - 2004
AIM Funds 1993 - 1999
The Houston Post 1979 - 1993
The Associated Press 1974 - 1979
Skills
Advertising Management, Corporate Marketing, Event Management, Strategic Media..., Internal Communications, Presentation Coaching, Shareholder Relations, Hedge Funds, Equities, Speech Writing, Strategic Communications, Mutual Funds, Written Communication, Asset Allocation, Crisis Communications, Investments, Investment Strategies, Series 6, Alternative Investments, FINRA, ETFs, Investment Management, Marketing, Brand Development, Shareholder, Media Relations, Publications, Public Relations, Newsletters, Public Affairs, Communication Training, Advertising, Strategy, Investor Relations, Spokesperson, Thought Leadership, Copy Editing, Communications Planning, Editing, Publicity, Corporate Communications, Creative Direction, Press Releases, Content Development, Financial Communications, Journalism, Web Content, Message Development, Copywriting, Integrated Marketing
Education
University of Houston 1975 — 1979
Bachelor of Arts (BA), Journalism
University of Houston 1975 — 1979
Bachelor of Arts (B.A.), Journalism
Guggenheim Partners August 2014 - Present
Ivy McLemore & Associates, LLC November 2012 - August 2014
Invesco Ltd. 2004 - 2012
AIM Investments 1999 - 2004
AIM Funds 1993 - 1999
The Houston Post 1979 - 1993
The Associated Press 1974 - 1979
Skills
Advertising Management, Corporate Marketing, Event Management, Strategic Media..., Internal Communications, Presentation Coaching, Shareholder Relations, Hedge Funds, Equities, Speech Writing, Strategic Communications, Mutual Funds, Written Communication, Asset Allocation, Crisis Communications, Investments, Investment Strategies, Series 6, Alternative Investments, FINRA, ETFs, Investment Management, Marketing, Brand Development, Shareholder, Media Relations, Publications, Public Relations, Newsletters, Public Affairs, Communication Training, Advertising, Strategy, Investor Relations, Spokesperson, Thought Leadership, Copy Editing, Communications Planning, Editing, Publicity, Corporate Communications, Creative Direction, Press Releases, Content Development, Financial Communications, Journalism, Web Content, Message Development, Copywriting, Integrated Marketing
Education
University of Houston 1975 — 1979
Bachelor of Arts (BA), Journalism
University of Houston 1975 — 1979
Bachelor of Arts (B.A.), Journalism
Aran Darling's Guggenheim Partners Experience June 2012 - February 2014
Job <3 <3 <3
Industry Writing and Editing
Experience
MAKING CARTOONZ March 1982 - Present
Guggenheim Partners June 2012 - February 2014
Education
The London School of Economics 2005 — 2007
M.Sc.
The University of British Columbia 2000 — 2004
B.A.
MAKING CARTOONZ March 1982 - Present
Guggenheim Partners June 2012 - February 2014
Education
The London School of Economics 2005 — 2007
M.Sc.
The University of British Columbia 2000 — 2004
B.A.
Kieran Quinn's Guggenheim Partners Experience February 2011 - Present
Job MD Guggenheim Partners
Industry Real Estate
Experience
Guggenheim Partners February 2011 - Present
Walker & Dunlop February 2009 - February 2011
Column Financial 1993 - 2009
Skills
Asset Management, Asset Managment, Capital Markets, Commercial Real Estate, Credit, Due Diligence, Financial Analysis, Investments, Loan Origination, Loans, Mortgage Lending, Real Estate, Real Estate Economics, Valuation
Education
The University of Chicago Booth School of Business 1971 — 1973
MBA, Finance
Villanova University 1967 — 1971
BA, Economics
Guggenheim Partners February 2011 - Present
Walker & Dunlop February 2009 - February 2011
Column Financial 1993 - 2009
Skills
Asset Management, Asset Managment, Capital Markets, Commercial Real Estate, Credit, Due Diligence, Financial Analysis, Investments, Loan Origination, Loans, Mortgage Lending, Real Estate, Real Estate Economics, Valuation
Education
The University of Chicago Booth School of Business 1971 — 1973
MBA, Finance
Villanova University 1967 — 1971
BA, Economics
Andrew Schultze's Guggenheim Partners Experience July 2012 - October 2014
Job Brewery Representative at Founders Brewing Co.
Industry Financial Services
Experience
Founders Brewing Co. Brewery RepresentativeFounders Brewing Co.August 2015 - Present
Union Beer Distributors October 2014 - August 2015
Beer Table Pantry September 2014 - March 2015
Guggenheim Partners July 2012 - October 2014
J. W. Overbey and Co. August 2013 - September 2014
Astoria Bier and Cheese October 2012 - October 2013
Guggenheim Partners May 2008 - July 2012
Citizens Bank March 2007 - May 2008
Skills
Public Speaking, Equities, Vendor Management, Office Administration, Expense Management, Onboarding, Employee Training, Procurement, Strategy, Analysis, Management, Risk Management
Education
University of Hartford 2001 — 2005
Bachelor of Arts (BA), Communication and Media Studies
Founders Brewing Co. Brewery RepresentativeFounders Brewing Co.August 2015 - Present
Union Beer Distributors October 2014 - August 2015
Beer Table Pantry September 2014 - March 2015
Guggenheim Partners July 2012 - October 2014
J. W. Overbey and Co. August 2013 - September 2014
Astoria Bier and Cheese October 2012 - October 2013
Guggenheim Partners May 2008 - July 2012
Citizens Bank March 2007 - May 2008
Skills
Public Speaking, Equities, Vendor Management, Office Administration, Expense Management, Onboarding, Employee Training, Procurement, Strategy, Analysis, Management, Risk Management
Education
University of Hartford 2001 — 2005
Bachelor of Arts (BA), Communication and Media Studies
Nicolette Hayden's Guggenheim Partners Experience August 2011 - Present
Job Compliance Officer at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2011 - Present
Verifi April 2009 - June 2011
J. Paul Getty Museum 2008 - 2009
Education
University of California, Santa Barbara
BA, English Literature
Guggenheim Partners August 2011 - Present
Verifi April 2009 - June 2011
J. Paul Getty Museum 2008 - 2009
Education
University of California, Santa Barbara
BA, English Literature
Eoin Duane CFA's Guggenheim Partners Experience March 2012 - Present
Job Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2012 - Present
Guggenheim Partners September 2011 - May 2012
Guggenheim Partners Europe October 2010 - September 2011
Guggenheim Partners Europe September 2008 - September 2010
Skills
Credit Analysis, Economics, Investments, Capital Markets, Fixed Income, Leveraged Finance, Hedge Funds, Analysis, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Equities, Bloomberg, Finance
Education
Michael Smurfit School of Business 2007 — 2008
MBS Finance, Finance
University College Dublin 2000 — 2003
Commerce, Investments and Securities Management
Guggenheim Partners March 2012 - Present
Guggenheim Partners September 2011 - May 2012
Guggenheim Partners Europe October 2010 - September 2011
Guggenheim Partners Europe September 2008 - September 2010
Skills
Credit Analysis, Economics, Investments, Capital Markets, Fixed Income, Leveraged Finance, Hedge Funds, Analysis, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Equities, Bloomberg, Finance
Education
Michael Smurfit School of Business 2007 — 2008
MBS Finance, Finance
University College Dublin 2000 — 2003
Commerce, Investments and Securities Management
LaChell Lynch's Guggenheim Partners Experience March 2006 - January 2008
Job Office Manager at Champion Energy Services
Industry Utilities
Experience
Venture Commercial Real Estate, LLC April 2008 - Present
Guggenheim Partners March 2006 - January 2008
Education
University of Houston 1989 — 1993
Psychology
Venture Commercial Real Estate, LLC April 2008 - Present
Guggenheim Partners March 2006 - January 2008
Education
University of Houston 1989 — 1993
Psychology
James Kainer's Guggenheim Partners Experience Vice President ConstructionWhole Foods Market2004 - 2007
Job Executive Vice President at Guggenheim Partners
Industry Real Estate
Experience
Guggenheim Partners Vice President ConstructionWhole Foods Market2004 - 2007
Randalls Food and Pharmacy 1988 - 1999
Education
University of Houston
Business Administration and Management, General
Guggenheim Partners Vice President ConstructionWhole Foods Market2004 - 2007
Randalls Food and Pharmacy 1988 - 1999
Education
University of Houston
Business Administration and Management, General
Pavit Anand's Guggenheim Partners Experience April 2010 - August 2015
Job IT Consultant
Industry Information Technology and Services
Experience
SPX Corporation August 2015 - Present
Guggenheim Partners April 2010 - August 2015
National Tax Search October 2007 - April 2010
ComPsych September 2006 - October 2007
Exelon July 2004 - September 2006
Skills
Microsoft SQL Server, Process Improvement, ETL, SDLC, SQL, Business Intelligence, Outlook, Visio, Data Modeling, Data Warehousing, Databases, Business Objects, SSIS, Crystal Reports, Data Analysis, Integration, Vendor Management, Analysis, Requirements Analysis, Project Management
Education
University of Illinois at Chicago 2000 — 2004
Bachelor of Science, Electrical Engineering
SPX Corporation August 2015 - Present
Guggenheim Partners April 2010 - August 2015
National Tax Search October 2007 - April 2010
ComPsych September 2006 - October 2007
Exelon July 2004 - September 2006
Skills
Microsoft SQL Server, Process Improvement, ETL, SDLC, SQL, Business Intelligence, Outlook, Visio, Data Modeling, Data Warehousing, Databases, Business Objects, SSIS, Crystal Reports, Data Analysis, Integration, Vendor Management, Analysis, Requirements Analysis, Project Management
Education
University of Illinois at Chicago 2000 — 2004
Bachelor of Science, Electrical Engineering
Michael Yampel's Guggenheim Partners Experience March 2003 - October 2011
Job Portfolio Manager
Industry Financial Services
Experience
Progressive Insurance October 2011 - Present
Guggenheim Partners March 2003 - October 2011
Lazard Asset Management 1996 - 2003
Skills
Portfolio Management, Trading, Fixed Income, Asset Managment, Bloomberg, Valuation, Investments, Financial Modeling, CMBS, Bonds
Education
Touro College 1990 — 1993
B.S., Finance
Chaim Berlin
Progressive Insurance October 2011 - Present
Guggenheim Partners March 2003 - October 2011
Lazard Asset Management 1996 - 2003
Skills
Portfolio Management, Trading, Fixed Income, Asset Managment, Bloomberg, Valuation, Investments, Financial Modeling, CMBS, Bonds
Education
Touro College 1990 — 1993
B.S., Finance
Chaim Berlin
Leah Zara's Guggenheim Partners Experience December 2013 - Present
Job Talent Acquisition Associate, Guggenheim Partners
Industry Human Resources
Experience
Guggenheim Partners December 2013 - Present
Connections of New York July 2013 - December 2013
ScoreBig Inc June 2010 - June 2013
Skills
Management, Social Networking, Leadership, Talent Acquisition, Social Media, Account Management, Recruiting, Human Resources, Facebook, Client Development, Business Development, Talent Management, Data Analysis, Microsoft Excel, Applicant Tracking..., Quality Assurance, Databases, Data Entry, PowerPoint, Executive Search, Consulting, New Business Development, Staffing Services, Market Research, Time Management, Microsoft Office, Communication, Start-ups, Outlook, Microsoft Word, Research, Onboarding, B2B, Skype, Entrepreneurship, Networking, Writing, Organization, Client Service Oriented, Manage Client..., Client Relations Skills, Coordination, Agency Relationship..., Agency Agreements, Agency Coordination, Taleo, Workday, Reporting & Analysis, Performance Reporting, Contract Negotiation
Education
University of Delaware 2009 — 2012
Bachelor of Science, Management
Brick Township High School 2008 — 2009
Monsignor Donovan High School 2005 — 2008
Guggenheim Partners December 2013 - Present
Connections of New York July 2013 - December 2013
ScoreBig Inc June 2010 - June 2013
Skills
Management, Social Networking, Leadership, Talent Acquisition, Social Media, Account Management, Recruiting, Human Resources, Facebook, Client Development, Business Development, Talent Management, Data Analysis, Microsoft Excel, Applicant Tracking..., Quality Assurance, Databases, Data Entry, PowerPoint, Executive Search, Consulting, New Business Development, Staffing Services, Market Research, Time Management, Microsoft Office, Communication, Start-ups, Outlook, Microsoft Word, Research, Onboarding, B2B, Skype, Entrepreneurship, Networking, Writing, Organization, Client Service Oriented, Manage Client..., Client Relations Skills, Coordination, Agency Relationship..., Agency Agreements, Agency Coordination, Taleo, Workday, Reporting & Analysis, Performance Reporting, Contract Negotiation
Education
University of Delaware 2009 — 2012
Bachelor of Science, Management
Brick Township High School 2008 — 2009
Monsignor Donovan High School 2005 — 2008
Louie Celiberti's Guggenheim Partners Experience March 2009 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2009 - Present
Skills
Hedge Funds, Fixed Income, Alternative Investments, Risk Management, Derivatives, Equities, Securities, Project Management, Finance, IT Management
Education
University of Florida 1990 — 1993
Bachelor of Applied Science (B.A.Sc.), Finance, General
University of Florida 1990 — 1993
Bachelor of Applied Science (B.A.Sc.), Finance, General
Guggenheim Partners March 2009 - Present
Skills
Hedge Funds, Fixed Income, Alternative Investments, Risk Management, Derivatives, Equities, Securities, Project Management, Finance, IT Management
Education
University of Florida 1990 — 1993
Bachelor of Applied Science (B.A.Sc.), Finance, General
University of Florida 1990 — 1993
Bachelor of Applied Science (B.A.Sc.), Finance, General
John Loh's Guggenheim Partners Experience August 2014 - Present
Job Managing Director, Risk Management at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2014 - Present
PIMCO 2008 - August 2014
PIMCO 2006 - 2008
PIMCO 2004 - 2006
PIMCO 2002 - 2004
Price Waterhouse Coopers 2000 - 2002
BlackRock 1999 - 2000
PIMCO 1997 - 1999
Skills
Financial Risk, Fixed Income, Alternative Investments, Investments, Portfolio Management, Asset Management, Derivatives, Management, Asset Managment, Hedge Funds, Investment Management, Compliance, Equities, Securities, Bonds, Risk Management, Internal Controls, Operational Risk..., Audit Management, Project Management, Governance, Business Process..., Regulatory Affairs, New Product..., Mutual Funds
Education
University of California, Irvine
BA
University of California, Irvine - The Paul Merage School of Business
MBA
Guggenheim Partners August 2014 - Present
PIMCO 2008 - August 2014
PIMCO 2006 - 2008
PIMCO 2004 - 2006
PIMCO 2002 - 2004
Price Waterhouse Coopers 2000 - 2002
BlackRock 1999 - 2000
PIMCO 1997 - 1999
Skills
Financial Risk, Fixed Income, Alternative Investments, Investments, Portfolio Management, Asset Management, Derivatives, Management, Asset Managment, Hedge Funds, Investment Management, Compliance, Equities, Securities, Bonds, Risk Management, Internal Controls, Operational Risk..., Audit Management, Project Management, Governance, Business Process..., Regulatory Affairs, New Product..., Mutual Funds
Education
University of California, Irvine
BA
University of California, Irvine - The Paul Merage School of Business
MBA
Bickford Brooks's Guggenheim Partners Experience July 2008 - July 2015
Job Partner at Maritime Partners
Industry Financial Services
Experience
Maritime Partners July 2015 - Present
Guggenheim Partners July 2008 - July 2015
Education
Trinity College-Hartford 2004 — 2008
BA, Economics
Maritime Partners July 2015 - Present
Guggenheim Partners July 2008 - July 2015
Education
Trinity College-Hartford 2004 — 2008
BA, Economics
Brad Novak's Guggenheim Partners Experience July 2014 - Present
Job Data Integrity Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2014 - Present
FactSet Research Systems February 2013 - July 2014
Conix September 2012 - November 2012
Theta Chi Fraternity November 2011 - November 2012
Merrill Lynch January 2012 - April 2012
Ahead May 2010 - August 2010
Skills
Leadership, Management, Finance, Marketing Strategy, Investments, Data Analysis
Education
University of Arizona 2009 — 2012
Bachelor of Science in Business Administration, Finance
Guggenheim Partners July 2014 - Present
FactSet Research Systems February 2013 - July 2014
Conix September 2012 - November 2012
Theta Chi Fraternity November 2011 - November 2012
Merrill Lynch January 2012 - April 2012
Ahead May 2010 - August 2010
Skills
Leadership, Management, Finance, Marketing Strategy, Investments, Data Analysis
Education
University of Arizona 2009 — 2012
Bachelor of Science in Business Administration, Finance
Thomas L. di Galoma's Guggenheim Partners Experience March 2009 - April 2011
Job Sr Managing Director, Head of Fixed Income Rates & Credit at ED&F MAN
Industry Financial Services
Experience
E D & F MAN May 2013 - Present
Navigate Advisors LLC February 2012 - May 2013
Pierpont Securities June 2011 - January 2012
Guggenheim Partners March 2009 - April 2011
Jefferies & Company October 2003 - March 2009
Merrill Lynch May 2000 - October 2003
BNP Paribas February 1998 - April 2000
Salomon Smith Barney October 1990 - January 1998
Skills
Fixed Income Trading..., Series 3, 7, 24 & 63, Equities, Capital Markets, Options, Valuation, Securities, Trading, Derivatives, Sales, Financial Markets, Structured Products, Credit Derivatives, Hedge Funds, Bonds, Trading Systems, Rates, Bloomberg, Fixed Income, Interest Rates
Education
The George Washington University - School of Business 1983 — 1985
MBA, Finance
American University
Bachelor of Science (BS), Political Science and Government
E D & F MAN May 2013 - Present
Navigate Advisors LLC February 2012 - May 2013
Pierpont Securities June 2011 - January 2012
Guggenheim Partners March 2009 - April 2011
Jefferies & Company October 2003 - March 2009
Merrill Lynch May 2000 - October 2003
BNP Paribas February 1998 - April 2000
Salomon Smith Barney October 1990 - January 1998
Skills
Fixed Income Trading..., Series 3, 7, 24 & 63, Equities, Capital Markets, Options, Valuation, Securities, Trading, Derivatives, Sales, Financial Markets, Structured Products, Credit Derivatives, Hedge Funds, Bonds, Trading Systems, Rates, Bloomberg, Fixed Income, Interest Rates
Education
The George Washington University - School of Business 1983 — 1985
MBA, Finance
American University
Bachelor of Science (BS), Political Science and Government
Bryan Gonnella's Guggenheim Partners Experience July 2014 - Present
Job Structured Credit Trader
Industry Consumer Services
Experience
Guggenheim Partners July 2014 - Present
U-Shuttle, LLC May 2011 - May 2014
Guggenheim Securities June 2013 - August 2013
Spring Hill Capital Partners June 2012 - July 2012
Weichert Realtors June 2011 - August 2011
Skills
Microsoft Excel, Data Analysis, Microsoft Word, PowerPoint, Bloomberg Terminal, Marketing, Social Media
Education
Washington University in St. Louis 2010 — 2014
BSBA, Double Major in Finance and Healthcare Management
DIS Copenhagen 2013 — 2013
Semester Abroad, International Business
Millburn High School 2006 — 2010
London School of Economics and Political Science
Managerial Accounting
Guggenheim Partners July 2014 - Present
U-Shuttle, LLC May 2011 - May 2014
Guggenheim Securities June 2013 - August 2013
Spring Hill Capital Partners June 2012 - July 2012
Weichert Realtors June 2011 - August 2011
Skills
Microsoft Excel, Data Analysis, Microsoft Word, PowerPoint, Bloomberg Terminal, Marketing, Social Media
Education
Washington University in St. Louis 2010 — 2014
BSBA, Double Major in Finance and Healthcare Management
DIS Copenhagen 2013 — 2013
Semester Abroad, International Business
Millburn High School 2006 — 2010
London School of Economics and Political Science
Managerial Accounting
Ryan Nehoray's Guggenheim Partners Experience October 2015 - Present
Job Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2015 - Present
Education
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor's Degree, Business Administration, USC GPA: 3.87 Marshall GPA: 3.93
Universidade Nova de Lisboa 2012 — 2012
Nova School of Business and Economics
Beverly Hills High School 2006 — 2010
Guggenheim Partners October 2015 - Present
Education
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor's Degree, Business Administration, USC GPA: 3.87 Marshall GPA: 3.93
Universidade Nova de Lisboa 2012 — 2012
Nova School of Business and Economics
Beverly Hills High School 2006 — 2010
Ellen Quirk's Guggenheim Partners Experience 2011 - March 2014
Job Direct Investments
Industry Venture Capital & Private Equity
Experience
Private Investment Syndicate April 2014 - May 2015
Guggenheim Partners 2011 - March 2014
Guggenheim Partners 2009 - 2011
Guggenheim Partners 2006 - 2009
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business
BS/BSBA, Business and Finance
Private Investment Syndicate April 2014 - May 2015
Guggenheim Partners 2011 - March 2014
Guggenheim Partners 2009 - 2011
Guggenheim Partners 2006 - 2009
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business
BS/BSBA, Business and Finance
Joseph Ferrarese's Guggenheim Partners Experience May 2015 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2015 - Present
Vesel Interactive August 2014 - April 2015
Olivetree Securities February 2012 - November 2012
Deutsche Bank April 2005 - August 2011
Morgan Stanley July 1988 - April 2005
Skills
Equity Trading, Sales, Equities, Hedge Funds, Trading, Bloomberg, ETFs, Management, Capital Markets, Derivatives, Fixed Income, Alternative Investments, Financial Risk, Electronic Trading, Finance, Investment Banking
Education
University of Delaware 1984 — 1988
Bachelor of Arts, Political Science & Economics
Guggenheim Partners May 2015 - Present
Vesel Interactive August 2014 - April 2015
Olivetree Securities February 2012 - November 2012
Deutsche Bank April 2005 - August 2011
Morgan Stanley July 1988 - April 2005
Skills
Equity Trading, Sales, Equities, Hedge Funds, Trading, Bloomberg, ETFs, Management, Capital Markets, Derivatives, Fixed Income, Alternative Investments, Financial Risk, Electronic Trading, Finance, Investment Banking
Education
University of Delaware 1984 — 1988
Bachelor of Arts, Political Science & Economics
William Stavropoulos's Guggenheim Partners Experience 2012 - 2014
Job Partner, Director of Business Development at Envisage Capital Management
Industry Investment Management
Experience
Envisage Capital Management 2014 - Present
Guggenheim Partners 2012 - 2014
Jefferies & Company 1996 - 2011
Melville, Inc. (Pacific Stock Exchange) 1993 - 1996
Skills
Capital Markets, Bloomberg, Due Diligence, Value Investing, Asset Management, Trading, Alternative Investments, Start-up Ventures, Venture Capital, Hedge Funds, Trading Systems, Angel Investing, Equities, Financial Modeling, Institutional, Fixed Income, Investments, Valuation
Education
UCLA 1988 — 1993
BA, Economics
St. Francis High School
St. Francis High School
Envisage Capital Management 2014 - Present
Guggenheim Partners 2012 - 2014
Jefferies & Company 1996 - 2011
Melville, Inc. (Pacific Stock Exchange) 1993 - 1996
Skills
Capital Markets, Bloomberg, Due Diligence, Value Investing, Asset Management, Trading, Alternative Investments, Start-up Ventures, Venture Capital, Hedge Funds, Trading Systems, Angel Investing, Equities, Financial Modeling, Institutional, Fixed Income, Investments, Valuation
Education
UCLA 1988 — 1993
BA, Economics
St. Francis High School
St. Francis High School
Erica Argos's Guggenheim Partners Experience December 2014 - Present
Job Senior Human Capital Associate at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners December 2014 - Present
Crescent Capital Group June 2012 - Present
Adams & Martin Group July 2011 - May 2012
AutoAnything October 2010 - June 2011
Enterprise Rent-A-Car June 2009 - November 2010
Eller College of Management December 2007 - May 2009
Enterprise Rent-A-Car May 2008 - August 2008
Eller College of Management: Dean Perry’s Tech Sleuth Program February 2008 - July 2008
Les Indiennes December 2007 - May 2008
Education
Eller College of Management 2005 — 2009
Bachelor of Science (B.S.), Business Management
University of Arizona 2005 — 2009
Bachelor of Science in Business Administration, Business Management
Guggenheim Partners December 2014 - Present
Crescent Capital Group June 2012 - Present
Adams & Martin Group July 2011 - May 2012
AutoAnything October 2010 - June 2011
Enterprise Rent-A-Car June 2009 - November 2010
Eller College of Management December 2007 - May 2009
Enterprise Rent-A-Car May 2008 - August 2008
Eller College of Management: Dean Perry’s Tech Sleuth Program February 2008 - July 2008
Les Indiennes December 2007 - May 2008
Education
Eller College of Management 2005 — 2009
Bachelor of Science (B.S.), Business Management
University of Arizona 2005 — 2009
Bachelor of Science in Business Administration, Business Management
Alexandra Dialynas's Guggenheim Partners Experience January 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Guggenheim Partners January 2015 - Present
Skills
Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Sales, Investments, Microsoft Office, Marketing Strategy, Social Media Marketing, Social Media, Public Speaking
Education
Ecole Supérieure de Gestion - Paris Graduate School of Business 2010 — 2011
MBA, Finance
University of Colorado at Boulder 2005 — 2009
BA, Finance
Scuola Lorenzo de' Medici 2008 — 2008
Business, Italian art, language, and wine
Guggenheim Partners January 2015 - Present
Skills
Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Sales, Investments, Microsoft Office, Marketing Strategy, Social Media Marketing, Social Media, Public Speaking
Education
Ecole Supérieure de Gestion - Paris Graduate School of Business 2010 — 2011
MBA, Finance
University of Colorado at Boulder 2005 — 2009
BA, Finance
Scuola Lorenzo de' Medici 2008 — 2008
Business, Italian art, language, and wine
Zain Nomani's Guggenheim Partners Experience October 2015 - Present
Job Accounting Intern at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners October 2015 - Present
Skills
Customer Service, Microsoft Office, Team Building, Leadership, Strategic Planning, Mathematics, Statistics, Research, Accounting, Microsoft Excel, Teamwork, Time Management
Education
University of Illinois at Chicago 2013 — 2017
Bachelor's Degree, Accounting
Guggenheim Partners October 2015 - Present
Skills
Customer Service, Microsoft Office, Team Building, Leadership, Strategic Planning, Mathematics, Statistics, Research, Accounting, Microsoft Excel, Teamwork, Time Management
Education
University of Illinois at Chicago 2013 — 2017
Bachelor's Degree, Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.