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
Daniel Gordon Daniel Gordon's Guggenheim Partners Experience June 2015 - August 2015
Job 2016 MBA Candidate at Wisconsin School of Business
Industry Financial Services
Experience
The State of Wisconsin Investment Board September 2014 - Present
Guggenheim Partners June 2015 - August 2015
Citi February 2011 - July 2014
Skills
Mergers & Acquisitions, Corporate Finance, Debt & Equity Capital..., Business Valuation, Finance, Valuation, Hedge Funds, Investment Banking, Microsoft Excel
Education
University of Wisconsin-Madison 2014 — 2016
2016 MBA Candidate, Corporate Finance and Investment Banking
University of Michigan 2006 — 2010
BA, Economics
The State of Wisconsin Investment Board September 2014 - Present
Guggenheim Partners June 2015 - August 2015
Citi February 2011 - July 2014
Skills
Mergers & Acquisitions, Corporate Finance, Debt & Equity Capital..., Business Valuation, Finance, Valuation, Hedge Funds, Investment Banking, Microsoft Excel
Education
University of Wisconsin-Madison 2014 — 2016
2016 MBA Candidate, Corporate Finance and Investment Banking
University of Michigan 2006 — 2010
BA, Economics
Emily Losen, MBA Emily Losen, MBA's Guggenheim Partners Experience July 2013 - April 2014
Job Senior Fund Accountant at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC April 2014 - Present
Guggenheim Partners July 2013 - April 2014
Gemini Fund Services January 2012 - July 2013
Gemini Fund Services February 2011 - January 2012
Pacific Life November 2009 - February 2011
Pacific Life March 2008 - November 2009
Pentagon Federal Credit Union July 2006 - August 2007
Skills
Mutual Funds, Securities, Investments, Finance, Accounting, Asset Management, Fund Accounting, Derivatives, Swaps, Technical Writing, Financial Services, Bank Loans, Procedure Creation, Supervising, Stock Market, Equities, Bonds, Fund Of Funds, Leadership, Project Management, Team Management, Mentoring, Training, Microsoft Excel, Trading, Centrally Cleared..., Financial Analysis, Investment Accounting, Process Improvement, Auditing, Fixed Income, Futures, Options, Stocks, ETFs, Interest Rate Swaps, Currency Swaps, Total Return Swaps, Credit Default Swaps, Swaptions, Prime Brokerage, Collateral Management, Fund Services, Sub-advisor Oversight, Client Services, Client Relations, Relationship Management, Bloomberg Terminal, SunGard, Princeton Asset...
Education
University of Nebraska at Omaha 2007 — 2010
Master of Business Administration (M.B.A.)
University of Nebraska at Omaha 2003 — 2007
Bachelor's Degree, English Literature
Jackson National Asset Management, LLC April 2014 - Present
Guggenheim Partners July 2013 - April 2014
Gemini Fund Services January 2012 - July 2013
Gemini Fund Services February 2011 - January 2012
Pacific Life November 2009 - February 2011
Pacific Life March 2008 - November 2009
Pentagon Federal Credit Union July 2006 - August 2007
Skills
Mutual Funds, Securities, Investments, Finance, Accounting, Asset Management, Fund Accounting, Derivatives, Swaps, Technical Writing, Financial Services, Bank Loans, Procedure Creation, Supervising, Stock Market, Equities, Bonds, Fund Of Funds, Leadership, Project Management, Team Management, Mentoring, Training, Microsoft Excel, Trading, Centrally Cleared..., Financial Analysis, Investment Accounting, Process Improvement, Auditing, Fixed Income, Futures, Options, Stocks, ETFs, Interest Rate Swaps, Currency Swaps, Total Return Swaps, Credit Default Swaps, Swaptions, Prime Brokerage, Collateral Management, Fund Services, Sub-advisor Oversight, Client Services, Client Relations, Relationship Management, Bloomberg Terminal, SunGard, Princeton Asset...
Education
University of Nebraska at Omaha 2007 — 2010
Master of Business Administration (M.B.A.)
University of Nebraska at Omaha 2003 — 2007
Bachelor's Degree, English Literature
Keith Schultz Keith Schultz's Guggenheim Partners Experience 2008 - Present
Job Head of Sales/Trading Municipals Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 2008 - Present
Skills
Fixed Income, Capital Markets
Education
University of Maryland College Park
Guggenheim Partners 2008 - Present
Skills
Fixed Income, Capital Markets
Education
University of Maryland College Park
Matt Buccigrosso's Guggenheim Partners Experience June 2012 - Present
Job Regional Sales Consultant at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Partners June 2012 - Present
Sun Life Financial July 2011 - March 2012
Sun Life Financial September 2006 - July 2011
Sun Life Financial October 2005 - August 2006
Skills
Series 7, Series 63, Investments, Mutual Funds, ETFs, Fixed Income, UIT, Financial Planning, Long Term Care, Life Insurance, Public Speaking, Sales Process, Psychology, New Business Development, Territory Analysis, Golf, Business Relationship..., Tennis, Marketing Strategy, Retirement Income..., History, Consumer Behavior
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
B.S., Business Administration - Marketing
Guggenheim Partners June 2012 - Present
Sun Life Financial July 2011 - March 2012
Sun Life Financial September 2006 - July 2011
Sun Life Financial October 2005 - August 2006
Skills
Series 7, Series 63, Investments, Mutual Funds, ETFs, Fixed Income, UIT, Financial Planning, Long Term Care, Life Insurance, Public Speaking, Sales Process, Psychology, New Business Development, Territory Analysis, Golf, Business Relationship..., Tennis, Marketing Strategy, Retirement Income..., History, Consumer Behavior
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
B.S., Business Administration - Marketing
Andrew Bergeron Andrew Bergeron's Guggenheim Partners Experience September 2014 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
Federal Home Loan Bank of Chicago September 2012 - September 2014
BMP-CPA January 2012 - May 2012
Northwestern Mutual March 2011 - December 2011
Skills
VBA, Microsoft Excel, Access, Business Analysis, Financial Analysis, Microsoft Word
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Guggenheim Partners September 2014 - Present
Federal Home Loan Bank of Chicago September 2012 - September 2014
BMP-CPA January 2012 - May 2012
Northwestern Mutual March 2011 - December 2011
Skills
VBA, Microsoft Excel, Access, Business Analysis, Financial Analysis, Microsoft Word
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
William Melvin William Melvin's Guggenheim Partners Experience May 2014 - August 2014
Job Performance Analyst at Asset Consulting Group
Industry Financial Services
Experience
Guggenheim Partners May 2014 - August 2014
Guggenheim Partners May 2013 - August 2013
Premier Pools & Spas May 2012 - August 2012
McCann Concrete Products May 2010 - August 2011
Westwood Country Club 2005 - 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Teamwork, Leadership, Customer Service, Social Media, Time Management, Management
Education
University of Missouri-Columbia 2011 — 2015
Bachelor of Science in Business Administration, Minor in Economics, Business Finance and Banking
Guggenheim Partners May 2014 - August 2014
Guggenheim Partners May 2013 - August 2013
Premier Pools & Spas May 2012 - August 2012
McCann Concrete Products May 2010 - August 2011
Westwood Country Club 2005 - 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Teamwork, Leadership, Customer Service, Social Media, Time Management, Management
Education
University of Missouri-Columbia 2011 — 2015
Bachelor of Science in Business Administration, Minor in Economics, Business Finance and Banking
Clark J. Conlisk Clark J. Conlisk's Guggenheim Partners Experience May 2014 - August 2014
Job Recent Graduate, Foreign Service Officer Applicant
Industry International Trade and Development
Experience
Asset Campus Housing August 2014 - May 2015
Guggenheim Partners May 2014 - August 2014
Metropolitan St. Louis Equal Housing Opportunity Council November 2013 - February 2014
UniGroup, Inc May 2013 - August 2013
Skills
Leadership, Teamwork, Team Leadership, Microsoft Excel, Conflict Resolution, Spanish-speaking, Leadership Development, Public Speaking, Social Media, Public Relations, Bloomberg Software, Commodity Markets, Hedge Funds, Legal Research, Private Equity, Events Coordination, Housing Discrimination, Social Media Marketing, Organizational..., Sales, Multimedia Marketing..., Customer Service
Education
University of Missouri-Columbia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Asset Campus Housing August 2014 - May 2015
Guggenheim Partners May 2014 - August 2014
Metropolitan St. Louis Equal Housing Opportunity Council November 2013 - February 2014
UniGroup, Inc May 2013 - August 2013
Skills
Leadership, Teamwork, Team Leadership, Microsoft Excel, Conflict Resolution, Spanish-speaking, Leadership Development, Public Speaking, Social Media, Public Relations, Bloomberg Software, Commodity Markets, Hedge Funds, Legal Research, Private Equity, Events Coordination, Housing Discrimination, Social Media Marketing, Organizational..., Sales, Multimedia Marketing..., Customer Service
Education
University of Missouri-Columbia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Gage Boozan Gage Boozan's Guggenheim Partners Experience December 2014 - Present
Job Institutional Distribution Contractor at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners December 2014 - Present
Guggenheim Partners June 2013 - December 2014
Guggenheim Partners June 2012 - September 2012
Guggenheim Partners May 2011 - August 2011
Skills
Finance, Microsoft Excel, Asset Management, Hedge Funds, Equity Research, Research, Public Speaking, Social Networking, Data Analysis, Customer Service, Music Production
Education
University of Miami - School of Business 2009 — 2013
BSBA, Finance, General
Guggenheim Partners December 2014 - Present
Guggenheim Partners June 2013 - December 2014
Guggenheim Partners June 2012 - September 2012
Guggenheim Partners May 2011 - August 2011
Skills
Finance, Microsoft Excel, Asset Management, Hedge Funds, Equity Research, Research, Public Speaking, Social Networking, Data Analysis, Customer Service, Music Production
Education
University of Miami - School of Business 2009 — 2013
BSBA, Finance, General
Dilip Rajan Dilip Rajan's Guggenheim Partners Experience May 2013 - August 2013
Job CoFounder at Vyrtex
Industry Internet
Experience
Penn Masala September 2011 - May 2015
Colabination May 2014 - August 2014
Guggenheim Partners May 2013 - August 2013
Rockfish Interactive July 2012 - September 2012
Skills
Photoshop, Illustrator, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Marketing, Statistics, Data Analysis, Technical Writing, Economics, Stata, Spanish, Financial Modeling, Strategy, Entrepreneurship, Business Development, Valuation, Market Research
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Economics, Entrepreneurship, Marketing
Indian Hill High School 2007 — 2011
High School
Penn Masala September 2011 - May 2015
Colabination May 2014 - August 2014
Guggenheim Partners May 2013 - August 2013
Rockfish Interactive July 2012 - September 2012
Skills
Photoshop, Illustrator, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Marketing, Statistics, Data Analysis, Technical Writing, Economics, Stata, Spanish, Financial Modeling, Strategy, Entrepreneurship, Business Development, Valuation, Market Research
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Economics, Entrepreneurship, Marketing
Indian Hill High School 2007 — 2011
High School
Strandt Robert's Guggenheim Partners Experience November 2006 - Present
Job Senior Managing Director and President at Guggenheim Partners
Industry Commercial Real Estate
Experience
Guggenheim Partners November 2006 - Present
Extra Space Storage July 2002 - January 2005
Fleming Foods January 2001 - July 2002
ULTA Beauty July 1999 - January 2001
American Stores Company September 1997 - July 1999
American Stores Company June 1993 - September 1997
American Stores Company July 1991 - June 1993
Hagge Construction Company February 1988 - July 1991
Education
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor of Architecture (BArch), Architecture
Guggenheim Partners November 2006 - Present
Extra Space Storage July 2002 - January 2005
Fleming Foods January 2001 - July 2002
ULTA Beauty July 1999 - January 2001
American Stores Company September 1997 - July 1999
American Stores Company June 1993 - September 1997
American Stores Company July 1991 - June 1993
Hagge Construction Company February 1988 - July 1991
Education
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor of Architecture (BArch), Architecture
Brett Porter Brett Porter's Guggenheim Partners Experience June 2012 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2012 - Present
University of Missouri August 2011 - December 2011
Lockton Companies June 2011 - July 2011
One Man and a Roller June 2006 - June 2011
Education
University of Missouri-Columbia 2008 — 2012
Finance/Banking and Real Estate
Guggenheim Partners June 2012 - Present
University of Missouri August 2011 - December 2011
Lockton Companies June 2011 - July 2011
One Man and a Roller June 2006 - June 2011
Education
University of Missouri-Columbia 2008 — 2012
Finance/Banking and Real Estate
Courtney Cecil Courtney Cecil's Guggenheim Partners Experience July 2011 - Present
Job
Industry Investment Banking
Experience
Guggenheim Partners July 2011 - Present
Education
University of North Carolina at Chapel Hill
B.A., Journalism and Mass Communication
Guggenheim Partners July 2011 - Present
Education
University of North Carolina at Chapel Hill
B.A., Journalism and Mass Communication
John Planek's Guggenheim Partners Experience May 2013 - August 2013
Job Analyst at BlackRock
Industry Investment Management
Experience
BlackRock July 2015 - Present
University of Notre Dame August 2011 - May 2015
BlackRock June 2014 - August 2014
Guggenheim Partners May 2013 - August 2013
OakParkApartments.com /Greenplan Management Inc. June 2008 - July 2013
University of Notre Dame January 2012 - January 2013
Skills
Spanish, Microsoft Excel, PowerPoint, Research, Marketing, BlackRock Aladdin, Bloomberg, Accounting, Investments, Portfolio Management, Editing
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economics, Sophomore
University of Notre Dame--London 2014 — 2014
Bachelor of Business Administration (BBA), Finance and Economics
FENWICK HIGH SCHOOL 2007 — 2011
BlackRock July 2015 - Present
University of Notre Dame August 2011 - May 2015
BlackRock June 2014 - August 2014
Guggenheim Partners May 2013 - August 2013
OakParkApartments.com /Greenplan Management Inc. June 2008 - July 2013
University of Notre Dame January 2012 - January 2013
Skills
Spanish, Microsoft Excel, PowerPoint, Research, Marketing, BlackRock Aladdin, Bloomberg, Accounting, Investments, Portfolio Management, Editing
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economics, Sophomore
University of Notre Dame--London 2014 — 2014
Bachelor of Business Administration (BBA), Finance and Economics
FENWICK HIGH SCHOOL 2007 — 2011
Nancy Trant Nancy Trant's Guggenheim Partners Experience April 2015 - Present
Job IT Asset Management Admistrator at Guggenheim Partners
Industry Information Technology and Services
Experience
Guggenheim Partners April 2015 - Present
Guggenheim Partners June 2014 - April 2015
Wealth Management Firm October 2013 - June 2014
TEKsystems August 2007 - October 2013
Law Offices of David L. Rudolph, PC 2004 - 2007
Skills
Microsoft Office, Organization, Analysis, Internal & External..., Records Management, Vendor Management, Visio, Applicant Tracking...
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2002
BSBA, Finance
Guggenheim Partners April 2015 - Present
Guggenheim Partners June 2014 - April 2015
Wealth Management Firm October 2013 - June 2014
TEKsystems August 2007 - October 2013
Law Offices of David L. Rudolph, PC 2004 - 2007
Skills
Microsoft Office, Organization, Analysis, Internal & External..., Records Management, Vendor Management, Visio, Applicant Tracking...
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2002
BSBA, Finance
Alan Sostek Alan Sostek's Guggenheim Partners Experience June 2012 - August 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
The Blackstone Group June 2013 - August 2013
Guggenheim Partners June 2012 - August 2012
Education
The Wharton School - University of Pennsylvania 2010 — 2014
B.Sc. in Economics, Finance and Real Estate Concentrations
Katholieke Universiteit Leuven
Finance, General, Bachelors
Greenhill School 2006 — 2010
High School Diploma
Goldman Sachs July 2014 - Present
The Blackstone Group June 2013 - August 2013
Guggenheim Partners June 2012 - August 2012
Education
The Wharton School - University of Pennsylvania 2010 — 2014
B.Sc. in Economics, Finance and Real Estate Concentrations
Katholieke Universiteit Leuven
Finance, General, Bachelors
Greenhill School 2006 — 2010
High School Diploma
Alexandra Tucker's Guggenheim Partners Experience June 2015 - Present
Job Equity Sales Trader Intern at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners June 2015 - Present
Alternative Investment Management LLC May 2013 - Present
Skills
SPSS, PerTrac, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Social Media Marketing, Bloomberg Software, PowerPoint, Tutoring, Research, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Lawrence High School 2008 — 2012
Guggenheim Partners June 2015 - Present
Alternative Investment Management LLC May 2013 - Present
Skills
SPSS, PerTrac, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Social Media Marketing, Bloomberg Software, PowerPoint, Tutoring, Research, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Lawrence High School 2008 — 2012
Brett Tomlinson's Guggenheim Partners Experience June 2015 - Present
Job Regional Sales Associate at Guggenheim Investments
Industry Wholesale
Experience
Guggenheim Partners June 2015 - Present
Jackson February 2014 - June 2015
Jackson National Life July 2011 - February 2014
JPMorganChase June 2007 - June 2011
Skills
Insurance, Salesforce.com, Asset Allocation, Portfolio Management, Sales, Finance, Customer Service, Microsoft Office, Series 63, Series 7, Sales Presentations, Retirement, Sales Management
Education
University of Iowa 2003 — 2007
B.B.A., Business, Finance
Guggenheim Partners June 2015 - Present
Jackson February 2014 - June 2015
Jackson National Life July 2011 - February 2014
JPMorganChase June 2007 - June 2011
Skills
Insurance, Salesforce.com, Asset Allocation, Portfolio Management, Sales, Finance, Customer Service, Microsoft Office, Series 63, Series 7, Sales Presentations, Retirement, Sales Management
Education
University of Iowa 2003 — 2007
B.B.A., Business, Finance
ANDY brenner ANDY brenner's Guggenheim Partners Experience September 2009 - May 2012
Job GLOBAL FIXED INCOME at National Alliance Capital Markets
Industry Financial Services
Experience
National Alliance Capital Markets GLOBAL FIXED INCOMENational Alliance Capital MarketsAugust 2012 - Present
Guggenheim Partners September 2009 - May 2012
Skills
Capital Markets, Asset Management, Hedge Funds, Bloomberg, Investments, Securities, Expert on Global Fixed..., Bonds, Fixed Income, Trading, Financial Modeling, Series 7, Alternative Investments, Derivatives, Structured Products, Risk Management, Equities, Equity Research
Education
University of Pennsylvania
Bachelor's degree, International Economics, BA
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Accounting and Finance, MASTERS
University of Pennsylvania - The Wharton School
BA OF ECONOMICS, Accounting
National Alliance Capital Markets GLOBAL FIXED INCOMENational Alliance Capital MarketsAugust 2012 - Present
Guggenheim Partners September 2009 - May 2012
Skills
Capital Markets, Asset Management, Hedge Funds, Bloomberg, Investments, Securities, Expert on Global Fixed..., Bonds, Fixed Income, Trading, Financial Modeling, Series 7, Alternative Investments, Derivatives, Structured Products, Risk Management, Equities, Equity Research
Education
University of Pennsylvania
Bachelor's degree, International Economics, BA
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Accounting and Finance, MASTERS
University of Pennsylvania - The Wharton School
BA OF ECONOMICS, Accounting
Scott Frantz's Guggenheim Partners Experience September 2010 - Present
Job Senior Financial Control Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Partners September 2010 - Present
Putnam Investments August 2008 - August 2010
Scottrade July 2004 - September 2005
Education
University of New Hampshire 2006 — 2008
Bachelor of Science, Finance
University of Maryland College Park 2005 — 2006
Finance
Guggenheim Partners September 2010 - Present
Putnam Investments August 2008 - August 2010
Scottrade July 2004 - September 2005
Education
University of New Hampshire 2006 — 2008
Bachelor of Science, Finance
University of Maryland College Park 2005 — 2006
Finance
John McKerr's Guggenheim Partners Experience March 2013 - Present
Job Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2013 - Present
Guggenheim Partners March 2009 - March 2013
Guggenheim Partners July 2006 - March 2009
MBF Clearing Corp. July 2005 - August 2005
Celtic Brokerage, Inc. June 2002 - June 2005
Skills
Mutual Funds, Trading, Equities, Commodity, Hedge Funds, Fixed Income, Alternative Investments, Bloomberg
Education
University of Notre Dame 2002 — 2006
Loyola Academy 1998 — 2002
Guggenheim Partners March 2013 - Present
Guggenheim Partners March 2009 - March 2013
Guggenheim Partners July 2006 - March 2009
MBF Clearing Corp. July 2005 - August 2005
Celtic Brokerage, Inc. June 2002 - June 2005
Skills
Mutual Funds, Trading, Equities, Commodity, Hedge Funds, Fixed Income, Alternative Investments, Bloomberg
Education
University of Notre Dame 2002 — 2006
Loyola Academy 1998 — 2002
Stacie Brener, CPA's Guggenheim Partners Experience November 2013 - Present
Job Performance at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners November 2013 - Present
Aurora Investment Management February 2012 - November 2013
PwC July 2011 - February 2012
PricewaterhouseCoopers September 2008 - June 2011
Education
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor of Science, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2004 — 2007
Bachelor of Science, Accountancy
Guggenheim Partners November 2013 - Present
Aurora Investment Management February 2012 - November 2013
PwC July 2011 - February 2012
PricewaterhouseCoopers September 2008 - June 2011
Education
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor of Science, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2004 — 2007
Bachelor of Science, Accountancy
Michael Muranski's Guggenheim Partners Experience February 2008 - Present
Job Managing Director, Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners February 2008 - Present
Guggenheim Partners April 2006 - February 2008
The Liberty Hampshire January 1999 - March 2006
Independent Consultant January 1994 - December 1998
Skills
Enterprise Architecture, Network Security, Security, Process Improvement, Data Center, Risk Management, IT Management, Servers, Firewalls, Project Management, Trading System, Information Security..., Strategic Planning, Start-ups, Team Leadership, Storage, Change Management, IT Strategy, Management, Enterprise Software, Networking, Disaster Recovery, Vendor Management, Cloud Computing, IT Operations, Integration, Project Portfolio..., ITIL, Governance, Information Technology, VMware, Business Intelligence, Information Security, Business Analysis
Education
University of Illinois at Chicago 1996 — 1998
IDS, Information Systems
Warsaw School of Economics 1994 — 1995
1 Katolickie Liceum im. Sw. Augustyna 1989 — 1994
Mathematics and Physics
Guggenheim Partners February 2008 - Present
Guggenheim Partners April 2006 - February 2008
The Liberty Hampshire January 1999 - March 2006
Independent Consultant January 1994 - December 1998
Skills
Enterprise Architecture, Network Security, Security, Process Improvement, Data Center, Risk Management, IT Management, Servers, Firewalls, Project Management, Trading System, Information Security..., Strategic Planning, Start-ups, Team Leadership, Storage, Change Management, IT Strategy, Management, Enterprise Software, Networking, Disaster Recovery, Vendor Management, Cloud Computing, IT Operations, Integration, Project Portfolio..., ITIL, Governance, Information Technology, VMware, Business Intelligence, Information Security, Business Analysis
Education
University of Illinois at Chicago 1996 — 1998
IDS, Information Systems
Warsaw School of Economics 1994 — 1995
1 Katolickie Liceum im. Sw. Augustyna 1989 — 1994
Mathematics and Physics
Jerel Ho's Guggenheim Partners Experience November 2014 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners November 2014 - Present
Moneythink June 2013 - Present
Hammes Partners September 2013 - October 2014
Citi June 2011 - July 2013
The Nielsen Company June 2010 - August 2010
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Finance
Delbarton School 2003 — 2007
Guggenheim Partners November 2014 - Present
Moneythink June 2013 - Present
Hammes Partners September 2013 - October 2014
Citi June 2011 - July 2013
The Nielsen Company June 2010 - August 2010
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Finance
Delbarton School 2003 — 2007
Rick Starrels's Guggenheim Partners Experience February 2015 - Present
Job Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners February 2015 - Present
Inverness Graham Investments January 2014 - January 2015
UBS Financial Sponsors and Leveraged Finance Group 2012 - 2014
UBS June 2011 - August 2011
General Algebraic Modeling System (GAMS) Development Corporation May 2010 - August 2010
The Wharton School July 2009 - August 2009
Wheaton Volunteer Rescue Squad September 2006 - February 2008
Merrill Lynch Investment Managers June 2007 - August 2007
Skills
Analysis, Due Diligence, Finance, Optimization, Restructuring, Microsoft Office, Equities, Financial Modeling, Investment Banking, Data Analysis, Bloomberg
Education
University of Pennsylvania 2008 — 2012
BSE, Finance, Statistics
Edmund Burke School 2004 — 2008
HS
Guggenheim Partners February 2015 - Present
Inverness Graham Investments January 2014 - January 2015
UBS Financial Sponsors and Leveraged Finance Group 2012 - 2014
UBS June 2011 - August 2011
General Algebraic Modeling System (GAMS) Development Corporation May 2010 - August 2010
The Wharton School July 2009 - August 2009
Wheaton Volunteer Rescue Squad September 2006 - February 2008
Merrill Lynch Investment Managers June 2007 - August 2007
Skills
Analysis, Due Diligence, Finance, Optimization, Restructuring, Microsoft Office, Equities, Financial Modeling, Investment Banking, Data Analysis, Bloomberg
Education
University of Pennsylvania 2008 — 2012
BSE, Finance, Statistics
Edmund Burke School 2004 — 2008
HS
Chris Ericson, CPA Chris Ericson, CPA's Guggenheim Partners Experience September 2006 - June 2008
Job Controller at Golub Capital
Industry Financial Services
Experience
Golub Capital July 2011 - Present
Golub Capital July 2010 - June 2011
Golub Capital July 2009 - June 2010
Downsview Capital, Inc. July 2008 - June 2009
Guggenheim Partners September 2006 - June 2008
Deloitte September 2003 - November 2005
Deloitte Tax LLP 2003 - 2005
Skills
Financial Reporting, Financial Accounting, Cash Flow Management, Cash Flow Forecasting, Accounting, Tax, CPA, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Private Equity, Hedge Funds, Forecasting, Investments, Strategic Financial..., Cash Management, Finance, Managerial Finance, Equities, Asset Managment
Education
University of Illinois at Urbana-Champaign 2002 — 2003
Masters, Accounting - Tax
University of Virginia 1998 — 2002
Bachelors, Commerce
Golub Capital July 2011 - Present
Golub Capital July 2010 - June 2011
Golub Capital July 2009 - June 2010
Downsview Capital, Inc. July 2008 - June 2009
Guggenheim Partners September 2006 - June 2008
Deloitte September 2003 - November 2005
Deloitte Tax LLP 2003 - 2005
Skills
Financial Reporting, Financial Accounting, Cash Flow Management, Cash Flow Forecasting, Accounting, Tax, CPA, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Private Equity, Hedge Funds, Forecasting, Investments, Strategic Financial..., Cash Management, Finance, Managerial Finance, Equities, Asset Managment
Education
University of Illinois at Urbana-Champaign 2002 — 2003
Masters, Accounting - Tax
University of Virginia 1998 — 2002
Bachelors, Commerce
Kay Schenfeld's Guggenheim Partners Experience October 2010 - November 2012
Job Compliance Professional
Industry Financial Services
Experience
Guggenheim Partners October 2010 - November 2012
Goldman Sachs & Co July 1996 - January 2009
Mesirow Financial August 1989 - July 1996
Skills
Investments, Securities, Insurance, Portfolio Management, Training, Series 7, Mutual Funds, Accounting, Analysis, Financial Services, Options
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BA, Economics
Guggenheim Partners October 2010 - November 2012
Goldman Sachs & Co July 1996 - January 2009
Mesirow Financial August 1989 - July 1996
Skills
Investments, Securities, Insurance, Portfolio Management, Training, Series 7, Mutual Funds, Accounting, Analysis, Financial Services, Options
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BA, Economics
Eric Hedin's Guggenheim Partners Experience May 2011 - Present
Job Tax Manager at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners May 2011 - Present
Deloitte October 2004 - May 2011
Education
University of Notre Dame 2003 — 2004
MSAcct, Tax
University of Notre Dame 1999 — 2003
BBA, Accounting
Guggenheim Partners May 2011 - Present
Deloitte October 2004 - May 2011
Education
University of Notre Dame 2003 — 2004
MSAcct, Tax
University of Notre Dame 1999 — 2003
BBA, Accounting
John Sherman's Guggenheim Partners Experience March 2010 - August 2012
Job ED at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley August 2012 - Present
Prokore Realty, LLC May 2008 - Present
Guggenheim Partners March 2010 - August 2012
Moody's Investors Service August 2006 - May 2008
ARBOR REALTY TRUST December 2004 - August 2006
HAMPTON RESORTS AND HOSPITALITY November 2002 - December 2004
Merrill Lynch May 2002 - August 2002
Albert Oil Company January 1998 - January 2001
Skills
Financial Modeling &..., Argus Certification, Portfolio Management, Asset Management, CMBS, Due Diligence, Investments, Asset Managment, Financial Modeling, Risk Management, Financial Analysis, Fixed Income, Loans, Finance, Real Estate, Bloomberg, Analysis, Securities, Trading, Structured Finance, Real Estate Economics, Valuation, Investment Banking, Credit Analysis, Commercial Real Estate, Strategy, Mortgage Lending, Bonds, Investment Properties, Financial Risk, Financial Services, Underwriting, Commercial Mortgages, Business Planning, Private Equity, Investment Strategies, Securitization, Capital Markets, Financial Markets, Financial Structuring, Mutual Funds, Alternative Investments, Real Estate Financing, Venture Capital, Mezzanine, Hedge Funds, Corporate Finance, Funding, Mergers & Acquisitions, Brokerage
Education
London School of Economics and Political Science 2001 — 2002
1 Yr Post Bach, Finance and Accounting
University of Louisville 1998 — 2001
BS, Economics
Morgan Stanley August 2012 - Present
Prokore Realty, LLC May 2008 - Present
Guggenheim Partners March 2010 - August 2012
Moody's Investors Service August 2006 - May 2008
ARBOR REALTY TRUST December 2004 - August 2006
HAMPTON RESORTS AND HOSPITALITY November 2002 - December 2004
Merrill Lynch May 2002 - August 2002
Albert Oil Company January 1998 - January 2001
Skills
Financial Modeling &..., Argus Certification, Portfolio Management, Asset Management, CMBS, Due Diligence, Investments, Asset Managment, Financial Modeling, Risk Management, Financial Analysis, Fixed Income, Loans, Finance, Real Estate, Bloomberg, Analysis, Securities, Trading, Structured Finance, Real Estate Economics, Valuation, Investment Banking, Credit Analysis, Commercial Real Estate, Strategy, Mortgage Lending, Bonds, Investment Properties, Financial Risk, Financial Services, Underwriting, Commercial Mortgages, Business Planning, Private Equity, Investment Strategies, Securitization, Capital Markets, Financial Markets, Financial Structuring, Mutual Funds, Alternative Investments, Real Estate Financing, Venture Capital, Mezzanine, Hedge Funds, Corporate Finance, Funding, Mergers & Acquisitions, Brokerage
Education
London School of Economics and Political Science 2001 — 2002
1 Yr Post Bach, Finance and Accounting
University of Louisville 1998 — 2001
BS, Economics
Derek Zoch Derek Zoch's Guggenheim Partners Experience April 2013 - August 2015
Job Vice President at Guggenheim Partners
Industry Financial Services
Experience
MKP Capital Management, L.L.C. August 2015 - Present
Guggenheim Partners April 2013 - August 2015
JPMorgan Asset Management July 2008 - April 2013
Skills
Investments, Investment Management, Portfolio Management, Fixed Income, Asset Allocation, Equities, Marketing, Financial Advisory
Education
University of Pennsylvania - The Wharton School 2004 — 2008
MKP Capital Management, L.L.C. August 2015 - Present
Guggenheim Partners April 2013 - August 2015
JPMorgan Asset Management July 2008 - April 2013
Skills
Investments, Investment Management, Portfolio Management, Fixed Income, Asset Allocation, Equities, Marketing, Financial Advisory
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Eric Loyet, CFA Eric Loyet, CFA's Guggenheim Partners Experience September 2014 - Present
Job Equity Research Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
Guggenheim Partners August 2011 - August 2014
Clayton Capital Partners December 2010 - May 2011
University of Missouri August 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Financial Accounting, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Management, Risk Management, Due Diligence, Bloomberg, Strategy, Mergers & Acquisitions, Finance, Investments
Education
University of Missouri-Columbia, College of Business 2007 — 2011
Bachelors of Science & Masters of Accountancy, Accountancy, Magna Cum Laude
Chaminade College Preparatory School
Chaminade College Preparatory School
Guggenheim Partners September 2014 - Present
Guggenheim Partners August 2011 - August 2014
Clayton Capital Partners December 2010 - May 2011
University of Missouri August 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Financial Accounting, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Management, Risk Management, Due Diligence, Bloomberg, Strategy, Mergers & Acquisitions, Finance, Investments
Education
University of Missouri-Columbia, College of Business 2007 — 2011
Bachelors of Science & Masters of Accountancy, Accountancy, Magna Cum Laude
Chaminade College Preparatory School
Chaminade College Preparatory School
Daniel Kearby's Guggenheim Partners Experience June 2014 - Present
Job Investment Analyst at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners June 2014 - Present
J.P. Morgan June 2013 - August 2013
UBS June 2012 - August 2012
Skills
Investments, Equities, Trading, Economics, Finance, Bonds, Commodity, Management, Wealth Management, Currency, Real Estate, Financial Modeling
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics
Guggenheim Partners June 2014 - Present
J.P. Morgan June 2013 - August 2013
UBS June 2012 - August 2012
Skills
Investments, Equities, Trading, Economics, Finance, Bonds, Commodity, Management, Wealth Management, Currency, Real Estate, Financial Modeling
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics
Graham Givot Graham Givot's Guggenheim Partners Experience October 2011 - September 2013
Job Consulting Manager at Huron Consulting Group
Industry Financial Services
Experience
Huron Consulting Group October 2013 - Present
Guggenheim Partners October 2011 - September 2013
Emerging Solutions August 2008 - October 2011
Northern Trust December 2007 - August 2008
Northern Trust August 2006 - December 2007
Skills
Business Intelligence, Hyperion, HFM, FDM, Financial Reporting, Financial Management, OLAP, Requirements Analysis, Requirements Gathering, Business Process, Business Process Design, Business Process..., Hyperion Enterprise, Management, Workday, General Awesomeness, Finance, Managerial Finance
Education
University of Illinois at Chicago 2004 — 2007
Bachelors, Finance and Marketing
Huron Consulting Group October 2013 - Present
Guggenheim Partners October 2011 - September 2013
Emerging Solutions August 2008 - October 2011
Northern Trust December 2007 - August 2008
Northern Trust August 2006 - December 2007
Skills
Business Intelligence, Hyperion, HFM, FDM, Financial Reporting, Financial Management, OLAP, Requirements Analysis, Requirements Gathering, Business Process, Business Process Design, Business Process..., Hyperion Enterprise, Management, Workday, General Awesomeness, Finance, Managerial Finance
Education
University of Illinois at Chicago 2004 — 2007
Bachelors, Finance and Marketing
Scott Feldman's Guggenheim Partners Experience August 2014 - Present
Job Portfolio Administration and Reconciliation Senior Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2014 - Present
Guggenheim Partners May 2013 - Present
Guggenheim Partners December 2012 - May 2013
HTG Capital Partners, LLC August 2010 - May 2012
Breakwater Trading April 2009 - August 2010
Breakwater Trading July 2008 - April 2009
David Hafft & Company May 2006 - September 2006
Skills
Fixed Income, Black Rock Solutions, Bloomberg, Risk Management, Market Analysis, Market Valuation, Electronic Trading, Microsoft Excel, Microsoft Word, Microsoft Power Point, Relative Value Trading, Technical Analysis, Proprietary Trading, Financial Markets, Commodity Markets, US Equities, Foreign Equities, Market Making, Data Analysis, Hedging, ePAM, Wall Street Office, CQG Spreader, CQG Charting, Take Out, QuickBooks, ProSeries
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Science, Finance
Guggenheim Partners August 2014 - Present
Guggenheim Partners May 2013 - Present
Guggenheim Partners December 2012 - May 2013
HTG Capital Partners, LLC August 2010 - May 2012
Breakwater Trading April 2009 - August 2010
Breakwater Trading July 2008 - April 2009
David Hafft & Company May 2006 - September 2006
Skills
Fixed Income, Black Rock Solutions, Bloomberg, Risk Management, Market Analysis, Market Valuation, Electronic Trading, Microsoft Excel, Microsoft Word, Microsoft Power Point, Relative Value Trading, Technical Analysis, Proprietary Trading, Financial Markets, Commodity Markets, US Equities, Foreign Equities, Market Making, Data Analysis, Hedging, ePAM, Wall Street Office, CQG Spreader, CQG Charting, Take Out, QuickBooks, ProSeries
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Science, Finance
Brian Graime Brian Graime's Guggenheim Partners Experience February 2011 - December 2012
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities December 2012 - Present
Manalapan-Englishtown Board of Education 2010 - Present
Guggenheim Partners February 2011 - December 2012
ING July 2010 - December 2010
Metropolitan Life Insurance Company January 2006 - June 2010
MetLife June 1996 - June 2010
TRAVELERS LIFE AND ANNUITY January 2004 - December 2005
Travelers Life & Annuity June 2000 - December 2003
Salomon Smith Barney June 1998 - March 2000
Salomon Smith Barney June 1996 - May 1998
Skills
Teamwork, Series 7, Mutual Funds, Annuities, Series 63, State Insurance License, Series 24, Asset Managment, REIT, Sales Management, Alternative Investments
Education
University of Maryland - Robert H. Smith School of Business 1992 — 1996
Bachelor, Accounting
Realty Capital Securities December 2012 - Present
Manalapan-Englishtown Board of Education 2010 - Present
Guggenheim Partners February 2011 - December 2012
ING July 2010 - December 2010
Metropolitan Life Insurance Company January 2006 - June 2010
MetLife June 1996 - June 2010
TRAVELERS LIFE AND ANNUITY January 2004 - December 2005
Travelers Life & Annuity June 2000 - December 2003
Salomon Smith Barney June 1998 - March 2000
Salomon Smith Barney June 1996 - May 1998
Skills
Teamwork, Series 7, Mutual Funds, Annuities, Series 63, State Insurance License, Series 24, Asset Managment, REIT, Sales Management, Alternative Investments
Education
University of Maryland - Robert H. Smith School of Business 1992 — 1996
Bachelor, Accounting
Kelly Vander Schoor Castagno, CPA Kelly Vander Schoor Castagno, CPA's Guggenheim Partners Experience March 2014 - Present
Job Vice President, Assistant Controller at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners March 2014 - Present
Guggenheim Partners March 2011 - March 2014
ITOCHU International Inc. September 2009 - March 2011
Deloitte & Touche August 2005 - July 2009
Skills
Sarbanes-Oxley Act, Financial Reporting, US GAAP, Internal Controls, SEC filings, Auditing, Accounting, Financial Accounting, GAAP, Consolidation, Fair Value, CPA, Financial Analysis, Hyperion Enterprise, External Audit
Education
University of Missouri-Columbia, College of Business 2000 — 2005
MAcc, Accounting
Guggenheim Partners March 2014 - Present
Guggenheim Partners March 2011 - March 2014
ITOCHU International Inc. September 2009 - March 2011
Deloitte & Touche August 2005 - July 2009
Skills
Sarbanes-Oxley Act, Financial Reporting, US GAAP, Internal Controls, SEC filings, Auditing, Accounting, Financial Accounting, GAAP, Consolidation, Fair Value, CPA, Financial Analysis, Hyperion Enterprise, External Audit
Education
University of Missouri-Columbia, College of Business 2000 — 2005
MAcc, Accounting
Jeff Teare, CPA's Guggenheim Partners Experience June 2013 - Present
Job Regional Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2013 - Present
EOS International 2012 - Present
Ravinia Festival 2011 - Present
Skills
Asset Allocation, Charitable Giving..., Equity Valuation, Investments, Portfolio Management, Private Wealth..., Security Analysis, Series 7, Series 66, Wealth Management, Asset Managment, Equities, Wealth Management..., Uniform Combined State..., Asset Management, Strategy, Private Equity, Financial Analysis, Financial Modeling, Financial Services, Due Diligence, Investment Management, Valuation, Finance, Strategic Financial..., Corporate Finance, Bloomberg, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Master of Accounting Science
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science in Accountancy
Guggenheim Partners June 2013 - Present
EOS International 2012 - Present
Ravinia Festival 2011 - Present
Skills
Asset Allocation, Charitable Giving..., Equity Valuation, Investments, Portfolio Management, Private Wealth..., Security Analysis, Series 7, Series 66, Wealth Management, Asset Managment, Equities, Wealth Management..., Uniform Combined State..., Asset Management, Strategy, Private Equity, Financial Analysis, Financial Modeling, Financial Services, Due Diligence, Investment Management, Valuation, Finance, Strategic Financial..., Corporate Finance, Bloomberg, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Master of Accounting Science
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science in Accountancy
Husain Bootwala Husain Bootwala's Guggenheim Partners Experience October 2012 - Present
Job Director, Fund Controller at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners October 2012 - Present
PwC March 2005 - November 2012
Skills
Asset Management, Hedge Funds, Financial Reporting, Derivatives, Capital Markets, Alternative Investments, Accounting, Fund Of Funds, Private Equity, Financial Risk, Auditing, Financial Modeling, Banking, Fixed Income, Funding, Internal Controls, Investments, Loans, Mutual Funds, Valuation, Corporate Finance, Due Diligence, SEC filings, Business Valuation
Education
University of Scranton 2000 — 2002
MBA, Finance
University of Mumbai 1996 — 1999
Bachelor of Commerce, Financial Accounting & Auditing
Rizvi College
Guggenheim Partners October 2012 - Present
PwC March 2005 - November 2012
Skills
Asset Management, Hedge Funds, Financial Reporting, Derivatives, Capital Markets, Alternative Investments, Accounting, Fund Of Funds, Private Equity, Financial Risk, Auditing, Financial Modeling, Banking, Fixed Income, Funding, Internal Controls, Investments, Loans, Mutual Funds, Valuation, Corporate Finance, Due Diligence, SEC filings, Business Valuation
Education
University of Scranton 2000 — 2002
MBA, Finance
University of Mumbai 1996 — 1999
Bachelor of Commerce, Financial Accounting & Auditing
Rizvi College
Matthew Lindland Matthew Lindland's Guggenheim Partners Experience April 1999 - Present
Job Managing Director at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners April 1999 - Present
Guggenheim Capital LLC 1999 - Present
Amerin Guaranty Corp. 1993 - 1999
Rothschild 1992 - 1992
Kidder Peabody 1982 - 1991
Drexel Burnham Lambert 1985 - 1988
Skills
Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Structured Finance, Portfolio Management, ABS, Asset Management, Bonds, Investment Banking, Derivatives, Asset Managment, Structured Products, Equities, Financial Modeling, Investments, MBS, High Yield, Securitization, Private Equity
Education
University of Michigan 1981 — 1985
BS, Comp Sci / Philosophy
Guggenheim Partners April 1999 - Present
Guggenheim Capital LLC 1999 - Present
Amerin Guaranty Corp. 1993 - 1999
Rothschild 1992 - 1992
Kidder Peabody 1982 - 1991
Drexel Burnham Lambert 1985 - 1988
Skills
Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Structured Finance, Portfolio Management, ABS, Asset Management, Bonds, Investment Banking, Derivatives, Asset Managment, Structured Products, Equities, Financial Modeling, Investments, MBS, High Yield, Securitization, Private Equity
Education
University of Michigan 1981 — 1985
BS, Comp Sci / Philosophy
Ryan Streilein's Guggenheim Partners Experience February 2015 - Present
Job Dealer Services Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Partners February 2015 - Present
Convergent Wealth Advisors March 2013 - May 2014
Safeway October 2009 - November 2010
Skills
Investments, PowerPoint, Microsoft Excel, WordPress, Visual Basic for..., Analysis, Portfolio Management, Finance, Financial Analysis, Communication, Valuation, Sales, Marketing, Microsoft Word, Photoshop, Bloomberg, Competitive Analysis, PerTrac, Morningstar Direct, Risk Management, Capital Markets, Website Development, Facebook, Management, Mutual Funds
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Management with a Specialization in Entrepreneurship
University of Maryland College Park 2010 — 2014
Bachelor of Science (BS), Business Management
Guggenheim Partners February 2015 - Present
Convergent Wealth Advisors March 2013 - May 2014
Safeway October 2009 - November 2010
Skills
Investments, PowerPoint, Microsoft Excel, WordPress, Visual Basic for..., Analysis, Portfolio Management, Finance, Financial Analysis, Communication, Valuation, Sales, Marketing, Microsoft Word, Photoshop, Bloomberg, Competitive Analysis, PerTrac, Morningstar Direct, Risk Management, Capital Markets, Website Development, Facebook, Management, Mutual Funds
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Management with a Specialization in Entrepreneurship
University of Maryland College Park 2010 — 2014
Bachelor of Science (BS), Business Management
Scott Davimos Scott Davimos's Guggenheim Partners Experience January 2015 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2015 - Present
MBS Value Partners December 2013 - January 2015
T3 Trading Group, LLC December 2011 - December 2013
Skills
Marketing Strategy, Series 56, Macroeconomics, Technical Analysis, Equity Trading, Finance, Financial Analysis, Trading, Microsoft Office, Hedge Funds, Microsoft Excel, Investments, Equities
Education
University of Miami - School of Business 2007 — 2011
Bachelor's degree, International Finance and Marketing
The Pingry School 2003 — 2007
Guggenheim Partners January 2015 - Present
MBS Value Partners December 2013 - January 2015
T3 Trading Group, LLC December 2011 - December 2013
Skills
Marketing Strategy, Series 56, Macroeconomics, Technical Analysis, Equity Trading, Finance, Financial Analysis, Trading, Microsoft Office, Hedge Funds, Microsoft Excel, Investments, Equities
Education
University of Miami - School of Business 2007 — 2011
Bachelor's degree, International Finance and Marketing
The Pingry School 2003 — 2007
Adam Root Adam Root's Guggenheim Partners Experience 2009 - Present
Job Director at Guggenheim Partners
Industry Capital Markets
Experience
Guggenheim Partners 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers July 2005 - September 2008
Skills
Alternative Investments, Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Valuation, Bonds, Structured Products, Portfolio Management
Education
University of Michigan 2001 — 2005
BA, Economics
Guggenheim Partners 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers July 2005 - September 2008
Skills
Alternative Investments, Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Valuation, Bonds, Structured Products, Portfolio Management
Education
University of Michigan 2001 — 2005
BA, Economics
Dean Keller Dean Keller's Guggenheim Partners Experience September 2015 - Present
Job Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners September 2015 - Present
BNP Paribas November 2013 - August 2015
Deutsche Bank August 2010 - September 2012
Entergy August 2008 - August 2010
Citigroup January 1997 - August 2008
Willkie Farr & Gallagher LLP 1994 - 1996
Skills
Structured Finance, Investment Banking, Energy, Private Equity, Capital Markets, Mergers, Restructuring
Education
University of Pennsylvania 1991 — 1994
J.D., Law
University of Vermont 1985 — 1989
Bachelor of Arts (B.A.)
Burke Mt. Academy 1982 — 1983
Guggenheim Partners September 2015 - Present
BNP Paribas November 2013 - August 2015
Deutsche Bank August 2010 - September 2012
Entergy August 2008 - August 2010
Citigroup January 1997 - August 2008
Willkie Farr & Gallagher LLP 1994 - 1996
Skills
Structured Finance, Investment Banking, Energy, Private Equity, Capital Markets, Mergers, Restructuring
Education
University of Pennsylvania 1991 — 1994
J.D., Law
University of Vermont 1985 — 1989
Bachelor of Arts (B.A.)
Burke Mt. Academy 1982 — 1983
Matthew McLaughlin's Guggenheim Partners Experience 2010 - 2012
Job BMO Private Bank
Industry Financial Services
Experience
BMO Financial Group June 2014 - Present
J.P. Morgan Asset Management 2013 - June 2014
White, Weld & Co. 2012 - 2012
Guggenheim Partners 2010 - 2012
Golf Professional 2007 - 2009
Skills
Investment Management, Private Banking, Business Development, Strategic Financial..., Investment Advisory, Asset Based Lending, Retirement Planning, Securities Lending, Alternative Investments, Retirement Plan..., Hedge Funds, New Business Development, Separately Managed..., Personal Financial..., Fund Of Funds, Client Services, Asset Allocation, Portfolio Management, Asset Management, Investments, Banking, Mortgage Lending, retirement, Series 7, Commercial Banking, Investment Strategies, Loans, Home Equity Loans, Loan Origination, Mortgage Banking, Series 63, Financial Planning
Education
University of Michigan 2003 — 2007
Bachelor of Arts (BA), Kinesiology, Psychology
BMO Financial Group June 2014 - Present
J.P. Morgan Asset Management 2013 - June 2014
White, Weld & Co. 2012 - 2012
Guggenheim Partners 2010 - 2012
Golf Professional 2007 - 2009
Skills
Investment Management, Private Banking, Business Development, Strategic Financial..., Investment Advisory, Asset Based Lending, Retirement Planning, Securities Lending, Alternative Investments, Retirement Plan..., Hedge Funds, New Business Development, Separately Managed..., Personal Financial..., Fund Of Funds, Client Services, Asset Allocation, Portfolio Management, Asset Management, Investments, Banking, Mortgage Lending, retirement, Series 7, Commercial Banking, Investment Strategies, Loans, Home Equity Loans, Loan Origination, Mortgage Banking, Series 63, Financial Planning
Education
University of Michigan 2003 — 2007
Bachelor of Arts (BA), Kinesiology, Psychology
Ryan Kennedy, CPA Ryan Kennedy, CPA's Guggenheim Partners Experience February 2013 - Present
Job Tax Accountant at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners February 2013 - Present
Ernst & Young July 2009 - February 2013
University of Iowa Foundation May 2008 - December 2008
ACT May 2006 - September 2008
Skills
Partnership Taxation, Corporate Tax, Account Reconciliation, CPA, Accounting, Tax, Financial Accounting, Journal Entries, Tax Accounting, Financial Analysis, Auditing, Payroll
Education
University of Iowa 2005 — 2009
Master of Accountancy, Accounting
University of Wisconsin-Platteville 2004 — 2004
Guggenheim Partners February 2013 - Present
Ernst & Young July 2009 - February 2013
University of Iowa Foundation May 2008 - December 2008
ACT May 2006 - September 2008
Skills
Partnership Taxation, Corporate Tax, Account Reconciliation, CPA, Accounting, Tax, Financial Accounting, Journal Entries, Tax Accounting, Financial Analysis, Auditing, Payroll
Education
University of Iowa 2005 — 2009
Master of Accountancy, Accounting
University of Wisconsin-Platteville 2004 — 2004
Douglas Marko, CFA Douglas Marko, CFA's Guggenheim Partners Experience February 2014 - Present
Job Financial Analyst
Industry Venture Capital & Private Equity
Experience
Guggenheim Partners February 2014 - Present
Bank of America January 2013 - February 2014
XR Trading August 2008 - May 2012
Skills
High Frequency Trading, Equities, Trading, Options
Education
University of Michigan 2004 — 2008
BS, Economics, Mathematics
London School of Economics 2007 — 2008
Economics and Mathematics
Guggenheim Partners February 2014 - Present
Bank of America January 2013 - February 2014
XR Trading August 2008 - May 2012
Skills
High Frequency Trading, Equities, Trading, Options
Education
University of Michigan 2004 — 2008
BS, Economics, Mathematics
London School of Economics 2007 — 2008
Economics and Mathematics
Sam Bush Sam Bush's Guggenheim Partners Experience June 2015 - Present
Job Analyst at Guggenheim Partners
Industry Higher Education
Experience
Guggenheim Partners June 2015 - Present
University of Oregon Investment Group August 2014 - June 2015
University of Oregon Tennis Team January 2011 - June 2015
Guggenheim Partners June 2014 - August 2014
University of Oregon Investment Group February 2014 - August 2014
University of Oregon Investment Group February 2013 - February 2014
Morgan Stanley Wealth Management June 2013 - August 2013
PwC X-treme Games Competition October 2012 - October 2012
Georgetown University Tennis Camp June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Higher Education, Teaching, Social Media, Microsoft Excel, Photoshop, Facebook, Microsoft Word, Valuation, Macroeconomics
Education
University of Oregon 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Maret School 2006 — 2010
Guggenheim Partners June 2015 - Present
University of Oregon Investment Group August 2014 - June 2015
University of Oregon Tennis Team January 2011 - June 2015
Guggenheim Partners June 2014 - August 2014
University of Oregon Investment Group February 2014 - August 2014
University of Oregon Investment Group February 2013 - February 2014
Morgan Stanley Wealth Management June 2013 - August 2013
PwC X-treme Games Competition October 2012 - October 2012
Georgetown University Tennis Camp June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Higher Education, Teaching, Social Media, Microsoft Excel, Photoshop, Facebook, Microsoft Word, Valuation, Macroeconomics
Education
University of Oregon 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Maret School 2006 — 2010
Jigar Majmundar's Guggenheim Partners Experience June 2013 - August 2013
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Guggenheim Partners June 2013 - August 2013
RBC Capital Markets June 2012 - August 2012
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Wells Fargo Securities June 2014 - Present
Guggenheim Partners June 2013 - August 2013
RBC Capital Markets June 2012 - August 2012
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Accounting
John Stout's Guggenheim Partners Experience October 2013 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2013 - Present
BNY Mellon January 2012 - September 2013
BNY Mellon January 2011 - December 2011
BNY Mellon August 2007 - December 2010
Skills
Excel, Microsoft Word, Microsoft Office, Bloomberg, Wall Street Office, DTC, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Cash Flow Forecasting, Asset Managment, Portfolio Management, Fixed Income, Structured Finance, Client Service, Account Reconciliation, Cash Management, Corporate Finance, ABS, CDO, CMBS, MBS, CLO, CDS, Internal Compliance, Trade Compliance, Trade Settlement, Structured Products, Securities, Bonds, Derivatives, Interest Rate Swaps, Swaps, Trust Services, Corporate Trust, Corporate Actions, Dodd-Frank, Due Diligence, Fiduciary, Middle Office, Securitization, Spanish-speaking
Education
University of Michigan 2003 — 2007
Bachelor of Arts (B.A.), Spanish, International Relations (Business)
Guggenheim Partners October 2013 - Present
BNY Mellon January 2012 - September 2013
BNY Mellon January 2011 - December 2011
BNY Mellon August 2007 - December 2010
Skills
Excel, Microsoft Word, Microsoft Office, Bloomberg, Wall Street Office, DTC, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Cash Flow Forecasting, Asset Managment, Portfolio Management, Fixed Income, Structured Finance, Client Service, Account Reconciliation, Cash Management, Corporate Finance, ABS, CDO, CMBS, MBS, CLO, CDS, Internal Compliance, Trade Compliance, Trade Settlement, Structured Products, Securities, Bonds, Derivatives, Interest Rate Swaps, Swaps, Trust Services, Corporate Trust, Corporate Actions, Dodd-Frank, Due Diligence, Fiduciary, Middle Office, Securitization, Spanish-speaking
Education
University of Michigan 2003 — 2007
Bachelor of Arts (B.A.), Spanish, International Relations (Business)
Drew Roulo Drew Roulo's Guggenheim Partners Experience August 2013 - Present
Job Director at Guggenheim Partners
Industry Banking
Experience
Guggenheim Partners August 2013 - Present
US Bank 2011 - September 2013
Bank of America 2008 - 2011
LaSalle Bank 2005 - 2008
Wells Fargo Financial September 2004 - March 2005
Nicor Services 2004 - 2004
Skills
Securitization, CDO, Fixed Income, ABS, Derivatives, CDS, Financial Modeling, Credit Analysis, CMBS, Interest Rate Swaps, CLO, Finance, Residential Mortgages, Leadership, Portfolio Management, Loans, Banking, Credit, Financial Analysis, Capital Markets
Education
University of Chicago 2010 — 2012
Masters in Business Administration, Finance, Accounting, Entrepreneurship & General Management
University of Illinois at Urbana-Champaign 2000 — 2004
Guggenheim Partners August 2013 - Present
US Bank 2011 - September 2013
Bank of America 2008 - 2011
LaSalle Bank 2005 - 2008
Wells Fargo Financial September 2004 - March 2005
Nicor Services 2004 - 2004
Skills
Securitization, CDO, Fixed Income, ABS, Derivatives, CDS, Financial Modeling, Credit Analysis, CMBS, Interest Rate Swaps, CLO, Finance, Residential Mortgages, Leadership, Portfolio Management, Loans, Banking, Credit, Financial Analysis, Capital Markets
Education
University of Chicago 2010 — 2012
Masters in Business Administration, Finance, Accounting, Entrepreneurship & General Management
University of Illinois at Urbana-Champaign 2000 — 2004
Jason deFaria's Guggenheim Partners Experience July 2015 - Present
Job Investment Banking Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners July 2015 - Present
UBS June 2014 - August 2014
Oppenheimer & Co. May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Public Speaking, Research, Outlook, Strategic Planning, Budgets, Windows
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Economics
Guggenheim Partners July 2015 - Present
UBS June 2014 - August 2014
Oppenheimer & Co. May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Public Speaking, Research, Outlook, Strategic Planning, Budgets, Windows
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Economics
Brian Prendergast's Guggenheim Partners Experience May 2014 - July 2014
Job Corporate Consolidation & Analysis Intern at Caterpillar Inc.
Industry Financial Services
Experience
Caterpillar Inc. May 2015 - August 2015
Guggenheim Partners May 2014 - July 2014
La Grange Country Club April 2008 - July 2014
Education
University of Illinois at Urbana-Champaign 2013 — 2017
Bachelor’s Degree, Finance and Accounting
Nazareth Academy 2009 — 2013
High School
Caterpillar Inc. May 2015 - August 2015
Guggenheim Partners May 2014 - July 2014
La Grange Country Club April 2008 - July 2014
Education
University of Illinois at Urbana-Champaign 2013 — 2017
Bachelor’s Degree, Finance and Accounting
Nazareth Academy 2009 — 2013
High School
Neleigh Wittig Neleigh Wittig's Guggenheim Partners Experience August 2011 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2011 - Present
Tax Favored Benefits September 2008 - August 2011
Olsson Associates July 2007 - June 2008
Skills
Marketing, Management, Event Planning, Finance, Editing, Accounting, Microsoft Office, Proposal Writing, Microsoft Excel, Social Media, Leadership, Market Research, Data Analysis
Education
University of Nebraska-Lincoln 2004 — 2008
Bachelors, Marketing
Guggenheim Partners August 2011 - Present
Tax Favored Benefits September 2008 - August 2011
Olsson Associates July 2007 - June 2008
Skills
Marketing, Management, Event Planning, Finance, Editing, Accounting, Microsoft Office, Proposal Writing, Microsoft Excel, Social Media, Leadership, Market Research, Data Analysis
Education
University of Nebraska-Lincoln 2004 — 2008
Bachelors, Marketing
Anthony Terracciano Anthony Terracciano's Guggenheim Partners Experience July 2015 - Present
Job Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners July 2015 - Present
The Blackstone Group June 2014 - August 2014
Taglich Brothers May 2013 - July 2013
Platinum Partners May 2013 - July 2013
Skills
Bloomberg, FactSet, Visual Basic, Microsoft Excel, Matlab, SolidWorks, PowerPoint, Java, Statistics, Microsoft Office, Microsoft Word, C++, Data Analysis, Valuation
Education
University of Pennsylvania 2011 — 2015
Jerome Fisher Management and Technology Program
University of Pennsylvania 2011 — 2015
BSE, Mechanical Engineering
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Economics with concentration in Finance
Cold Spring Harbor High School 2007 — 2011
High School Diploma
Guggenheim Partners July 2015 - Present
The Blackstone Group June 2014 - August 2014
Taglich Brothers May 2013 - July 2013
Platinum Partners May 2013 - July 2013
Skills
Bloomberg, FactSet, Visual Basic, Microsoft Excel, Matlab, SolidWorks, PowerPoint, Java, Statistics, Microsoft Office, Microsoft Word, C++, Data Analysis, Valuation
Education
University of Pennsylvania 2011 — 2015
Jerome Fisher Management and Technology Program
University of Pennsylvania 2011 — 2015
BSE, Mechanical Engineering
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Economics with concentration in Finance
Cold Spring Harbor High School 2007 — 2011
High School Diploma
Kristopher Tracy's Guggenheim Partners Experience August 2015 - Present
Job Investment Banking Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2015 - Present
Deutsche Bank May 2014 - August 2014
IMTAS 2012 - 2013
Booz & Company 2010 - 2012
Microsoft 2009 - 2010
Skills
Financial Modeling, Strategy, Valuation, Due Diligence, Operations Management, Business Development, Business Strategy, Public Speaking, Financial Analysis, Strategic Planning, IT Strategy, Mergers & Acquisitions, Investment Banking
Education
Wharton School, University of Pennsylvania 2013 — 2015
Finance
University of Notre Dame 2005 — 2009
Computer Engineering
Ellsworth High School
Guggenheim Partners August 2015 - Present
Deutsche Bank May 2014 - August 2014
IMTAS 2012 - 2013
Booz & Company 2010 - 2012
Microsoft 2009 - 2010
Skills
Financial Modeling, Strategy, Valuation, Due Diligence, Operations Management, Business Development, Business Strategy, Public Speaking, Financial Analysis, Strategic Planning, IT Strategy, Mergers & Acquisitions, Investment Banking
Education
Wharton School, University of Pennsylvania 2013 — 2015
Finance
University of Notre Dame 2005 — 2009
Computer Engineering
Ellsworth High School
Adam Blackman Adam Blackman's Guggenheim Partners Experience 2011 - Present
Job Senior Managing Director, Head of TechEnabled Services, Guggenheim Investment Banking
Industry Financial Services
Experience
Guggenheim Partners 2011 - Present
Bank of America Merrill Lynch 2008 - 2011
Bear, Stearns & Co. Inc. 1994 - 2008
Skills
Private Equity, Capital Markets, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance and Health Care Management
University of Pennsylvania - The Wharton School 1989 — 1993
B.S. Economics, Accounting and Finance
Guggenheim Partners 2011 - Present
Bank of America Merrill Lynch 2008 - 2011
Bear, Stearns & Co. Inc. 1994 - 2008
Skills
Private Equity, Capital Markets, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance and Health Care Management
University of Pennsylvania - The Wharton School 1989 — 1993
B.S. Economics, Accounting and Finance
Kyle Caron Kyle Caron's Guggenheim Partners Experience May 2011 - August 2011
Job Senior Treasury Analyst at Citrix
Industry Information Technology and Services
Experience
Citrix April 2014 - Present
Citrix Systems February 2012 - April 2014
Guggenheim Partners May 2011 - August 2011
Guggenheim Partners October 2010 - May 2011
Berenfeld Financial Services September 2008 - October 2009
Skills
Treasury, Financial Analysis, Financial Modeling, Hedging, Microsoft Excel, Financial Reporting, Investment Management, Valuation, FX trading, Investments
Education
University of Miami - School of Business 2010 — 2012
MBA, Finance
University of South Florida 2004 — 2008
BS, Marketing & Management
Citrix April 2014 - Present
Citrix Systems February 2012 - April 2014
Guggenheim Partners May 2011 - August 2011
Guggenheim Partners October 2010 - May 2011
Berenfeld Financial Services September 2008 - October 2009
Skills
Treasury, Financial Analysis, Financial Modeling, Hedging, Microsoft Excel, Financial Reporting, Investment Management, Valuation, FX trading, Investments
Education
University of Miami - School of Business 2010 — 2012
MBA, Finance
University of South Florida 2004 — 2008
BS, Marketing & Management
Shaun Deliberato's Guggenheim Partners Experience February 2013 - February 2014
Job Investment Banking Analyst at Colonnade Advisors, LLC
Industry Financial Services
Experience
Colonnade Advisors, LLC February 2014 - Present
Guggenheim Partners February 2013 - February 2014
Applied Industrial Technologies July 2012 - December 2012
Career Center Ambassador August 2011 - May 2012
Center for Academic and Tutorial Services August 2011 - May 2012
University of Kentucky Men's Soccer August 2008 - January 2011
Skills
Finance, Microsoft Excel, Communication Skills, Work Ethic, Flexibility, Determination, PowerPoint, Motivation, Persistency, Eager Learner, Problem Solving, Technical Competence, MySQL, Never Say Die, Business Savvy, Valuation, Financial Modeling
Education
University of Kentucky 2008 — 2012
Finance and Accounting
University of Kentucky 2008 — 2012
Bachelor of Business Administration, Finance and Accounting
Saint ignatius
Colonnade Advisors, LLC February 2014 - Present
Guggenheim Partners February 2013 - February 2014
Applied Industrial Technologies July 2012 - December 2012
Career Center Ambassador August 2011 - May 2012
Center for Academic and Tutorial Services August 2011 - May 2012
University of Kentucky Men's Soccer August 2008 - January 2011
Skills
Finance, Microsoft Excel, Communication Skills, Work Ethic, Flexibility, Determination, PowerPoint, Motivation, Persistency, Eager Learner, Problem Solving, Technical Competence, MySQL, Never Say Die, Business Savvy, Valuation, Financial Modeling
Education
University of Kentucky 2008 — 2012
Finance and Accounting
University of Kentucky 2008 — 2012
Bachelor of Business Administration, Finance and Accounting
Saint ignatius
Steven Schlow, CFA Steven Schlow, CFA's Guggenheim Partners Experience 2011 - Present
Job Director, Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Partners 2011 - Present
Harding Loevner Management 2008 - 2011
Neuberger Berman 2005 - 2008
Sanford C. Bernstein 2003 - 2005
Skills
Alternative Investments, Asset Management, Fixed Income, Hedge Funds, Investments, Mutual Funds, Series 7, Asset Allocation, Equities, ETFs, Investment Management, Separately Managed...
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
Guggenheim Partners 2011 - Present
Harding Loevner Management 2008 - 2011
Neuberger Berman 2005 - 2008
Sanford C. Bernstein 2003 - 2005
Skills
Alternative Investments, Asset Management, Fixed Income, Hedge Funds, Investments, Mutual Funds, Series 7, Asset Allocation, Equities, ETFs, Investment Management, Separately Managed...
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
Dana Esposito Dana Esposito's Guggenheim Partners Experience May 2012 - Present
Job Guggenheim Partners
Industry Facilities Services
Experience
Guggenheim Partners May 2012 - Present
WB Wood February 2001 - May 2012
Skills
Account Management, Sales, Furniture, Project Management, New Business Development, B2B, Strategic Planning, Team Building, Negotiation, Sales Management, Contract Negotiation, Budgets, Marketing, Selling
Education
University of Nebraska-Lincoln 1995 — 1999
B.S.B.A, Marketing
Guggenheim Partners May 2012 - Present
WB Wood February 2001 - May 2012
Skills
Account Management, Sales, Furniture, Project Management, New Business Development, B2B, Strategic Planning, Team Building, Negotiation, Sales Management, Contract Negotiation, Budgets, Marketing, Selling
Education
University of Nebraska-Lincoln 1995 — 1999
B.S.B.A, Marketing
kamalnath nannapaneni kamalnath nannapaneni's Guggenheim Partners Experience August 2011 - Present
Job Sr. SharePoint/.net Programmer at Guggenheim Partners
Industry Computer Software
Experience
Guggenheim Partners August 2011 - Present
Saras America November 2007 - Present
Accenture June 2010 - August 2011
Compuware December 2009 - May 2010
IBS December 2008 - November 2009
Lindsay Corporation August 2008 - December 2008
Skills
Microsoft Office..., SharePoint, InfoPath, .NET, SharePoint Designer, SSRS, LINQ, SSIS, WCF, ASP.NET, Web Services, Microsoft SQL Server, ADO.NET, C#, XSLT, Visual Studio, XML, SQL, T-SQL, TFS, VB.NET, JavaScript, AJAX
Education
University of Madras 2000 — 2004
BE, Electronics and communication
Guggenheim Partners August 2011 - Present
Saras America November 2007 - Present
Accenture June 2010 - August 2011
Compuware December 2009 - May 2010
IBS December 2008 - November 2009
Lindsay Corporation August 2008 - December 2008
Skills
Microsoft Office..., SharePoint, InfoPath, .NET, SharePoint Designer, SSRS, LINQ, SSIS, WCF, ASP.NET, Web Services, Microsoft SQL Server, ADO.NET, C#, XSLT, Visual Studio, XML, SQL, T-SQL, TFS, VB.NET, JavaScript, AJAX
Education
University of Madras 2000 — 2004
BE, Electronics and communication
Matthew Hines, CFA Matthew Hines, CFA's Guggenheim Partners Experience September 2014 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
FactSet Research Systems July 2010 - August 2014
McCullough, Rossi & Co, Ltd. July 2009 - May 2010
Plante & Moran October 2008 - May 2009
McGladrey & Pullen May 2007 - August 2007
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2008
Masters, Accounting
University of Iowa 2003 — 2007
Bachelors, Accounting
Guggenheim Partners September 2014 - Present
FactSet Research Systems July 2010 - August 2014
McCullough, Rossi & Co, Ltd. July 2009 - May 2010
Plante & Moran October 2008 - May 2009
McGladrey & Pullen May 2007 - August 2007
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2008
Masters, Accounting
University of Iowa 2003 — 2007
Bachelors, Accounting
Marta Ciechanska Marta Ciechanska's Guggenheim Partners Experience January 2014 - Present
Job Benefits Manager at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2014 - Present
Guggenheim Partners November 2011 - Present
Amada Machine Tools America October 2009 - November 2011
Preferred Meal Systems July 2009 - October 2009
Nordstrom February 2007 - February 2009
Nordstrom January 2006 - February 2007
Nordstrom October 2004 - January 2006
Skills
Human Resources, Recruiting, Employee Relations, Applicant Tracking..., Onboarding, Employee Benefits, Sales, Team Building, Talent Acquisition, Customer Service, Management
Education
University of Iowa
B.A., Journalism, Business Minor
Guggenheim Partners January 2014 - Present
Guggenheim Partners November 2011 - Present
Amada Machine Tools America October 2009 - November 2011
Preferred Meal Systems July 2009 - October 2009
Nordstrom February 2007 - February 2009
Nordstrom January 2006 - February 2007
Nordstrom October 2004 - January 2006
Skills
Human Resources, Recruiting, Employee Relations, Applicant Tracking..., Onboarding, Employee Benefits, Sales, Team Building, Talent Acquisition, Customer Service, Management
Education
University of Iowa
B.A., Journalism, Business Minor
Kimberly Weinberg, CPA Kimberly Weinberg, CPA's Guggenheim Partners Experience April 2010 - December 2014
Job Vice President, US Controller at Cain Hoy Enterprises, LLC
Industry Accounting
Experience
Cain Hoy Enterprises, LLC January 2015 - Present
Guggenheim Partners April 2010 - December 2014
The Jones Group November 2007 - April 2010
PwC 2005 - 2007
Skills
Financial Reporting, Financial Analysis, Accounting, GAAP, Internal Controls, US GAAP, Financial Accounting, Account Reconciliation, Auditing, Sarbanes-Oxley Act, SEC filings, General Ledger, CPA, Financial Modeling, Variance Analysis, Financial Statements, Tax, IFRS, Hyperion Enterprise, External Audit, SEC Filings
Education
University of Michigan 2000 — 2005
Bachelor of Business Administration (B.B.A.), Masters in Accounting
Cain Hoy Enterprises, LLC January 2015 - Present
Guggenheim Partners April 2010 - December 2014
The Jones Group November 2007 - April 2010
PwC 2005 - 2007
Skills
Financial Reporting, Financial Analysis, Accounting, GAAP, Internal Controls, US GAAP, Financial Accounting, Account Reconciliation, Auditing, Sarbanes-Oxley Act, SEC filings, General Ledger, CPA, Financial Modeling, Variance Analysis, Financial Statements, Tax, IFRS, Hyperion Enterprise, External Audit, SEC Filings
Education
University of Michigan 2000 — 2005
Bachelor of Business Administration (B.B.A.), Masters in Accounting
Frank Liang's Guggenheim Partners Experience March 2015 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2015 - Present
Guggenheim Partners January 2014 - March 2015
Mercer Investments July 2009 - December 2013
JPMorgan Chase July 2007 - August 2007
Skills
Analysis, Banking, Statistics, Financial Modeling, Management, Portfolio Management, Financial Analysis, Investments
Education
University of Illinois at Urbana-Champaign 2005 — 2009
B.A
Guggenheim Partners March 2015 - Present
Guggenheim Partners January 2014 - March 2015
Mercer Investments July 2009 - December 2013
JPMorgan Chase July 2007 - August 2007
Skills
Analysis, Banking, Statistics, Financial Modeling, Management, Portfolio Management, Financial Analysis, Investments
Education
University of Illinois at Urbana-Champaign 2005 — 2009
B.A
Ashlie Frederick's Guggenheim Partners Experience March 2013 - Present
Job Project Manager at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2013 - Present
CME Group March 2011 - March 2013
Donovan Design April 2007 - March 2011
Getty Images January 2006 - April 2007
Getty Images October 2004 - January 2006
Skills
Campaigns, QuarkXPress, Google Adwords, Thrive in..., Organization &..., Oral & Written..., Highly detail oriented, Contract Negotiation, Interpersonal..., Microsoft Office, Adobe Creative Suite, Wrike Project..., Mac, PC, Google Analytics, Trade Shows, Integrated Marketing, Online Advertising, Budgets, Management, Content Management, Sales, Account Management, Social Media Marketing, Layout, Digital Media, Direct Mail, Creative Direction, Marketing Communications, Marketing, Copy Editing, Advertising, Social Media
Education
University of Louisiana at Lafayette 1999 — 2003
Bachelor of Science (B.S.)
Guggenheim Partners March 2013 - Present
CME Group March 2011 - March 2013
Donovan Design April 2007 - March 2011
Getty Images January 2006 - April 2007
Getty Images October 2004 - January 2006
Skills
Campaigns, QuarkXPress, Google Adwords, Thrive in..., Organization &..., Oral & Written..., Highly detail oriented, Contract Negotiation, Interpersonal..., Microsoft Office, Adobe Creative Suite, Wrike Project..., Mac, PC, Google Analytics, Trade Shows, Integrated Marketing, Online Advertising, Budgets, Management, Content Management, Sales, Account Management, Social Media Marketing, Layout, Digital Media, Direct Mail, Creative Direction, Marketing Communications, Marketing, Copy Editing, Advertising, Social Media
Education
University of Louisiana at Lafayette 1999 — 2003
Bachelor of Science (B.S.)
Chrizita Calixto, CPA's Guggenheim Partners Experience July 2013 - Present
Job Performance at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners July 2013 - Present
Northern Trust June 2012 - July 2013
PricewaterhouseCoopers September 2008 - June 2012
Skills
Financial Reporting, Financial Analysis, Auditing, Accounting, Internal Controls
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2008
Guggenheim Partners July 2013 - Present
Northern Trust June 2012 - July 2013
PricewaterhouseCoopers September 2008 - June 2012
Skills
Financial Reporting, Financial Analysis, Auditing, Accounting, Internal Controls
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2008
Justin Lancer's Guggenheim Partners Experience June 2010 - Present
Job Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners June 2010 - Present
Moelis & Company July 2008 - June 2010
Bear, Stearns & Co. Inc. December 1993 - June 2008
Skills
Investment Banking, Mergers, Venture Capital, Equities, Private Equity, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Series 7, Capital Markets, Leveraged Finance, Divestitures, Financial Analysis, High Yield, Debt, Strategic Advisory, LBO
Education
University of Michigan 1989 — 1993
B.B.A, Business Administration, Finance
Guggenheim Partners June 2010 - Present
Moelis & Company July 2008 - June 2010
Bear, Stearns & Co. Inc. December 1993 - June 2008
Skills
Investment Banking, Mergers, Venture Capital, Equities, Private Equity, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Series 7, Capital Markets, Leveraged Finance, Divestitures, Financial Analysis, High Yield, Debt, Strategic Advisory, LBO
Education
University of Michigan 1989 — 1993
B.B.A, Business Administration, Finance
Erik Larson, CFA, CPA's Guggenheim Partners Experience March 2013 - March 2014
Job Portfolio Manager at InterOcean Capital, LLC
Industry Investment Management
Experience
InterOcean Capital, LLC March 2014 - Present
Guggenheim Partners March 2013 - March 2014
Price Waterhouse Coopers July 2009 - March 2013
University of Michigan Ross School of Business January 2009 - April 2009
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2009
MAcc, Accounting, Finance
University of Michigan 2005 — 2008
BA, Economics
InterOcean Capital, LLC March 2014 - Present
Guggenheim Partners March 2013 - March 2014
Price Waterhouse Coopers July 2009 - March 2013
University of Michigan Ross School of Business January 2009 - April 2009
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2009
MAcc, Accounting, Finance
University of Michigan 2005 — 2008
BA, Economics
Jakob Stasko Jakob Stasko's Guggenheim Partners Experience April 2011 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2011 - Present
Bank of America June 2007 - April 2011
Bank of America Corporation March 2006 - June 2007
Bank of America Corporation March 2004 - March 2006
Lehman Brothers, Inc October 2003 - January 2004
First Investors Corporation June 2002 - August 2002
Skills
Structured Products, Middle Office, Securitization
Education
University of Illinois at Chicago 2000 — 2003
Bachelor of Science, Finance/Management
Guggenheim Partners April 2011 - Present
Bank of America June 2007 - April 2011
Bank of America Corporation March 2006 - June 2007
Bank of America Corporation March 2004 - March 2006
Lehman Brothers, Inc October 2003 - January 2004
First Investors Corporation June 2002 - August 2002
Skills
Structured Products, Middle Office, Securitization
Education
University of Illinois at Chicago 2000 — 2003
Bachelor of Science, Finance/Management
Sam Klein's Guggenheim Partners Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - August 2015
Schroders June 2014 - August 2014
Nomura June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Analysis, Social Media Marketing, Speech Writing, Financial Analysis, Fundraising, Start-ups, Finance, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Ridge High School 2008 — 2012
Guggenheim Partners June 2015 - August 2015
Schroders June 2014 - August 2014
Nomura June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Analysis, Social Media Marketing, Speech Writing, Financial Analysis, Fundraising, Start-ups, Finance, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Ridge High School 2008 — 2012
Eric Assaraf's Guggenheim Partners Experience November 2011 - Present
Job Healthcare Analyst, Washington Research Group
Industry Financial Services
Experience
Guggenheim Partners November 2011 - Present
MF Global November 2010 - October 2011
Concept Capital March 2009 - November 2010
Stanford Group Company November 2004 - March 2009
Schwab Soundview Capital Markets October 2002 - November 2004
Skills
Equities, Research, Hedge Funds, Financial Modeling, Program Management, Investments, Financial Analysis, Bloomberg, Valuation, Capital Markets
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
Master's, Business Administration
University of Maryland College Park 1998 — 2002
Bachelor's, Communication
Guggenheim Partners November 2011 - Present
MF Global November 2010 - October 2011
Concept Capital March 2009 - November 2010
Stanford Group Company November 2004 - March 2009
Schwab Soundview Capital Markets October 2002 - November 2004
Skills
Equities, Research, Hedge Funds, Financial Modeling, Program Management, Investments, Financial Analysis, Bloomberg, Valuation, Capital Markets
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
Master's, Business Administration
University of Maryland College Park 1998 — 2002
Bachelor's, Communication
Heidi Zaversnik (Kiester)'s Guggenheim Partners Experience July 2008 - January 2013
Job CPA
Industry Accounting
Experience
Guggenheim Partners July 2008 - January 2013
Deloitte & Touche, LLP January 2004 - July 2008
Education
University of Nebraska-Lincoln 1998 — 2003
Guggenheim Partners July 2008 - January 2013
Deloitte & Touche, LLP January 2004 - July 2008
Education
University of Nebraska-Lincoln 1998 — 2003
Tina Musgrove's Guggenheim Partners Experience October 2013 - Present
Job Human Resources at Guggenheim Partners
Industry Wholesale
Experience
Guggenheim Partners October 2013 - Present
The Roof Center June 2011 - October 2013
The Roof Center July 2005 - June 2011
Skills
Strategic Planning, Account Management, Forecasting, Microsoft Office, Team Building, Inventory Management, Customer Service, Purchasing, Contract Negotiation, Operations Management, Budgets, Human Resources, Sales Management, Negotiation, Team Leadership
Education
University of Maryland University College 2000 — 2004
Guggenheim Partners October 2013 - Present
The Roof Center June 2011 - October 2013
The Roof Center July 2005 - June 2011
Skills
Strategic Planning, Account Management, Forecasting, Microsoft Office, Team Building, Inventory Management, Customer Service, Purchasing, Contract Negotiation, Operations Management, Budgets, Human Resources, Sales Management, Negotiation, Team Leadership
Education
University of Maryland University College 2000 — 2004
Amy Palatiello (Thornton)'s Guggenheim Partners Experience December 2011 - June 2015
Job Senior Manager in Reimbursement
Industry Hospital & Health Care
Experience
Avalere Health July 2015 - Present
Guggenheim Partners December 2011 - June 2015
MF Global November 2010 - December 2011
Concept Capital Washington Research Group November 2009 - November 2010
Centers for Medicare & Medicaid Services - Office of Legislation July 2008 - October 2009
Department of Health and Human Services July 2006 - July 2008
U.S. House of Representatives 2007 - 2007
University of Minnesota February 2006 - June 2006
Allina Hospitals and Clinics January 2005 - February 2006
Skills
Policy Analysis, Public Health, Public Policy, Health Policy, Health Insurance, Research, Policy
Education
University of Minnesota-Twin Cities 2004 — 2006
MPH, Public Health Policy
University of Wisconsin-Madison 2000 — 2004
BS, Legal Studies, Sociology
Avalere Health July 2015 - Present
Guggenheim Partners December 2011 - June 2015
MF Global November 2010 - December 2011
Concept Capital Washington Research Group November 2009 - November 2010
Centers for Medicare & Medicaid Services - Office of Legislation July 2008 - October 2009
Department of Health and Human Services July 2006 - July 2008
U.S. House of Representatives 2007 - 2007
University of Minnesota February 2006 - June 2006
Allina Hospitals and Clinics January 2005 - February 2006
Skills
Policy Analysis, Public Health, Public Policy, Health Policy, Health Insurance, Research, Policy
Education
University of Minnesota-Twin Cities 2004 — 2006
MPH, Public Health Policy
University of Wisconsin-Madison 2000 — 2004
BS, Legal Studies, Sociology
Molly McDonnell's Guggenheim Partners Experience October 2003 - October 2004
Job Managing Director, CFO
Industry Financial Services
Experience
Lone Pine Capital LLC October 2004 - Present
Guggenheim Partners October 2003 - October 2004
Ernst & Young September 1999 - October 2003
Education
University of Notre Dame 1995 — 1999
BBA, Accountancy/Finance
Lone Pine Capital LLC October 2004 - Present
Guggenheim Partners October 2003 - October 2004
Ernst & Young September 1999 - October 2003
Education
University of Notre Dame 1995 — 1999
BBA, Accountancy/Finance
Ray Miller's Guggenheim Partners Experience June 2006 - April 2011
Job Principal at MHR FUND MANAGAMENT LLC
Industry Financial Services
Experience
MHR Fund Management LLC December 2012 - Present
MHR Fund Management LLC April 2011 - December 2012
Guggenheim Partners June 2006 - April 2011
Center for Automotive Research January 2003 - April 2006
Skills
Financial Modeling, Fixed Income, Hedge Funds, Bloomberg, Valuation, Private Equity, Equities
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
MHR Fund Management LLC December 2012 - Present
MHR Fund Management LLC April 2011 - December 2012
Guggenheim Partners June 2006 - April 2011
Center for Automotive Research January 2003 - April 2006
Skills
Financial Modeling, Fixed Income, Hedge Funds, Bloomberg, Valuation, Private Equity, Equities
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Alastair Mckeever's Guggenheim Partners Experience August 2007 - Present
Job Director at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners August 2007 - Present
Mirabela Nickel Ltd August 2014 - Present
Guggenheim Partners November 2009 - March 2012
Guggenheim Partners June 2008 - November 2009
Guggenheim Partners August 2007 - June 2008
Skills
Valuation, Financial Modeling, Investments, Financial Analysis, Fixed Income, Asset Management, Leveraged Finance, Hedge Funds, Emerging Markets, Asset Allocation, Equities
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics and Classics
Shrewsbury School 1998 — 2003
Guggenheim Partners August 2007 - Present
Mirabela Nickel Ltd August 2014 - Present
Guggenheim Partners November 2009 - March 2012
Guggenheim Partners June 2008 - November 2009
Guggenheim Partners August 2007 - June 2008
Skills
Valuation, Financial Modeling, Investments, Financial Analysis, Fixed Income, Asset Management, Leveraged Finance, Hedge Funds, Emerging Markets, Asset Allocation, Equities
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics and Classics
Shrewsbury School 1998 — 2003
Christina Tyshenko's Guggenheim Partners Experience June 2009 - October 2010
Job Associate Vice President, Griffin Capital Securities
Industry Financial Services
Experience
Griffin Capital Securities, Inc May 2011 - Present
Priority Capital Group October 2010 - February 2011
Guggenheim Partners June 2009 - October 2010
Van Kampen Investments August 2005 - January 2009
Van Kampen Investments 2003 - 2005
Van Kampen Investments June 1999 - 2003
Scudder Investments 1997 - 1999
Skills
Securities, FINRA, Series 7, Mutual Funds, ETFs, Series 6, Series 63, Alternative Investments
Education
University of Iowa 1990 — 1994
Griffin Capital Securities, Inc May 2011 - Present
Priority Capital Group October 2010 - February 2011
Guggenheim Partners June 2009 - October 2010
Van Kampen Investments August 2005 - January 2009
Van Kampen Investments 2003 - 2005
Van Kampen Investments June 1999 - 2003
Scudder Investments 1997 - 1999
Skills
Securities, FINRA, Series 7, Mutual Funds, ETFs, Series 6, Series 63, Alternative Investments
Education
University of Iowa 1990 — 1994
Robert Horowitz's Guggenheim Partners Experience July 2010 - Present
Job Managing Director at Guggenheim Partners
Industry Music
Experience
Guggenheim Partners July 2010 - Present
Primary Wave Music Publishing April 2008 - July 2010
Credit Suisse 2001 - 2008
Royal Bank of Scotland 1999 - 2001
RBS Greenwich Capital 1995 - 1999
Oppenheimer & Co. 1993 - 1995
Nat West 1991 - 1993
Education
University of Michigan 1987 — 1991
University of Michigan 1987 — 1991
Guggenheim Partners July 2010 - Present
Primary Wave Music Publishing April 2008 - July 2010
Credit Suisse 2001 - 2008
Royal Bank of Scotland 1999 - 2001
RBS Greenwich Capital 1995 - 1999
Oppenheimer & Co. 1993 - 1995
Nat West 1991 - 1993
Education
University of Michigan 1987 — 1991
University of Michigan 1987 — 1991
Jeannette Yeung's Guggenheim Partners Experience August 2007 - June 2009
Job Sr. Photographer at Davis Studio
Industry Photography
Experience
Davis Studio July 2009 - Present
Guggenheim Partners August 2007 - June 2009
H&H Purchasing Services LLC May 2005 - August 2005
Skills
Real Estate, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Research, Microsoft Office, French, Access
Education
University of Michigan 2003 — 2007
BA, Economics
University of Michigan 2003 — 2007
BA, Political Science
Davis Studio July 2009 - Present
Guggenheim Partners August 2007 - June 2009
H&H Purchasing Services LLC May 2005 - August 2005
Skills
Real Estate, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Research, Microsoft Office, French, Access
Education
University of Michigan 2003 — 2007
BA, Economics
University of Michigan 2003 — 2007
BA, Political Science
Stephen Sautel's Guggenheim Partners Experience 2001 - 2014
Job Private Investing
Industry Financial Services
Experience
Private Investor 2014 - Present
Guggenheim Partners 2001 - 2014
J. H. Whitney & Co. 2000 - 2001
Bank One 1996 - 2000
Arthur Andersen 1991 - 1994
Education
University of Michigan 1994 — 1996
MBA, Finance
University of Kentucky 1987 — 1991
BBA, Finance
St. Xavier High School Louisville KY 1983 — 1987
Private Investor 2014 - Present
Guggenheim Partners 2001 - 2014
J. H. Whitney & Co. 2000 - 2001
Bank One 1996 - 2000
Arthur Andersen 1991 - 1994
Education
University of Michigan 1994 — 1996
MBA, Finance
University of Kentucky 1987 — 1991
BBA, Finance
St. Xavier High School Louisville KY 1983 — 1987
Mike Flexman's Guggenheim Partners Experience March 2012 - 2013
Job Director at Franklin Monroe
Industry Financial Services
Experience
Franklin Monroe 2013 - Present
Guggenheim Partners March 2012 - 2013
Guggenheim Partners June 2010 - March 2012
Deloitte & Touche August 2008 - June 2010
Education
University of Illinois at Urbana-Champaign 2003 — 2008
BS, MS, Accountancy
Franklin Monroe 2013 - Present
Guggenheim Partners March 2012 - 2013
Guggenheim Partners June 2010 - March 2012
Deloitte & Touche August 2008 - June 2010
Education
University of Illinois at Urbana-Champaign 2003 — 2008
BS, MS, Accountancy
Michael Megaris's Guggenheim Partners Experience September 2012 - Present
Job Senior Associate at Guggenheim Partners
Industry Law Practice
Experience
Guggenheim Partners September 2012 - Present
Health Management Systems July 2011 - September 2012
Shawnee County District Court May 2010 - July 2010
Education
University of Kansas School of Law 2009 — 2012
Juris Doctor
University of Kansas
Bachelor of General Studies, Psychology
Guggenheim Partners September 2012 - Present
Health Management Systems July 2011 - September 2012
Shawnee County District Court May 2010 - July 2010
Education
University of Kansas School of Law 2009 — 2012
Juris Doctor
University of Kansas
Bachelor of General Studies, Psychology
Andrew Pozatek's Guggenheim Partners Experience 2010 - 2014
Job Managing Principal at Trailcreek Capital Group, LLC
Industry Venture Capital & Private Equity
Experience
Trailcreek Capital Group 2014 - Present
Guggenheim Partners 2010 - 2014
CurtCo Media Group 2004 - 2010
Alloy Media & Marketing 2003 - 2004
TD Capital 2001 - 2003
Bear Stearns 1999 - 2001
Education
University of Pennsylvania - The Wharton School 1995 — 1999
B.S., Economics
Milton Academy 1991 — 1995
Trailcreek Capital Group 2014 - Present
Guggenheim Partners 2010 - 2014
CurtCo Media Group 2004 - 2010
Alloy Media & Marketing 2003 - 2004
TD Capital 2001 - 2003
Bear Stearns 1999 - 2001
Education
University of Pennsylvania - The Wharton School 1995 — 1999
B.S., Economics
Milton Academy 1991 — 1995
Brian Watterson's Guggenheim Partners Experience June 2011 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2011 - Present
Keefe, Bruyette & Woods September 2004 - June 2011
Countrywide 2002 - 2004
Dorado 2000 - 2002
Fannie Mae 1997 - 2000
GE Capital 1988 - 1994
Skills
Fixed Income, Structured Finance, Series 7, Capital Markets, ABS, MBS, Hedge Funds, Investments, Bloomberg, Investment Banking, Portfolio Management, Alternative Investments, Securitization, Structured Products, Bonds, Securities, Financial Structuring, Series 63
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, History, Political Science
Guggenheim Partners June 2011 - Present
Keefe, Bruyette & Woods September 2004 - June 2011
Countrywide 2002 - 2004
Dorado 2000 - 2002
Fannie Mae 1997 - 2000
GE Capital 1988 - 1994
Skills
Fixed Income, Structured Finance, Series 7, Capital Markets, ABS, MBS, Hedge Funds, Investments, Bloomberg, Investment Banking, Portfolio Management, Alternative Investments, Securitization, Structured Products, Bonds, Securities, Financial Structuring, Series 63
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, History, Political Science
Michael Siminoff's Guggenheim Partners Experience 2010 - 2012
Job Founder & CEO at Madrone Software & Analytics
Industry Information Technology and Services
Experience
Madrone 2013 - Present
Guggenheim Partners 2010 - 2012
SAC Capital 2004 - 2008
JP Morgan 1996 - 2004
Skills
Private Equity, Equities, Hedge Funds, Asset Management, Fixed Income, Alternative Investments, Bloomberg, Investment Banking, Securities, Management Consulting, Equity Research, Mergers & Acquisitions, Investments, Venture Capital, Valuation, Emerging Markets, Analytics, Investment Management, Portfolio Management, Capital Markets
Education
University of Michigan 1992 — 1996
Bachelor's degree, International Political Economy
Madrone 2013 - Present
Guggenheim Partners 2010 - 2012
SAC Capital 2004 - 2008
JP Morgan 1996 - 2004
Skills
Private Equity, Equities, Hedge Funds, Asset Management, Fixed Income, Alternative Investments, Bloomberg, Investment Banking, Securities, Management Consulting, Equity Research, Mergers & Acquisitions, Investments, Venture Capital, Valuation, Emerging Markets, Analytics, Investment Management, Portfolio Management, Capital Markets
Education
University of Michigan 1992 — 1996
Bachelor's degree, International Political Economy
Jennifer Van Hettinga's Guggenheim Partners Experience February 2013 - Present
Job VP Fund Accounting, Guggenheim Fund Solutions at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners February 2013 - Present
Corbin Capital Partners April 2008 - February 2013
Ernst & Young July 2005 - April 2008
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Management, Bloomberg, Valuation, Fixed Income, Equities, Derivatives, Investments, Portfolio Management, Financial Reporting, Financial Modeling, Auditing
Education
University of Notre Dame 2001 — 2005
B.B.A., Accountancy & Art History
Guggenheim Partners February 2013 - Present
Corbin Capital Partners April 2008 - February 2013
Ernst & Young July 2005 - April 2008
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Management, Bloomberg, Valuation, Fixed Income, Equities, Derivatives, Investments, Portfolio Management, Financial Reporting, Financial Modeling, Auditing
Education
University of Notre Dame 2001 — 2005
B.B.A., Accountancy & Art History
Greg Devitt's Guggenheim Partners Experience May 2004 - June 2005
Job Lead Presentation Specialist at Williams Lea
Industry Financial Services
Experience
Williams Lea February 2006 - Present
Primus Pacific Partners June 2005 - January 2006
Guggenheim Partners May 2004 - June 2005
Bowne Business Solutions August 2001 - June 2004
Donaldson, Lufkin & Jenrette August 1995 - July 2001
Skills
PowerPoint, Excel, Word, Visual Basic, MapInfo Professional, Factset, Capital IQ, Thomson One, Bloomberg
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Williams Lea February 2006 - Present
Primus Pacific Partners June 2005 - January 2006
Guggenheim Partners May 2004 - June 2005
Bowne Business Solutions August 2001 - June 2004
Donaldson, Lufkin & Jenrette August 1995 - July 2001
Skills
PowerPoint, Excel, Word, Visual Basic, MapInfo Professional, Factset, Capital IQ, Thomson One, Bloomberg
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Alison Klein's Guggenheim Partners Experience March 2014 - Present
Job Vice President at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners March 2014 - Present
Guggenheim Partners January 2010 - Present
USG May 2007 - December 2008
Education
University of Illinois at Urbana-Champaign 2003 — 2007
BA, Finance
Guggenheim Partners March 2014 - Present
Guggenheim Partners January 2010 - Present
USG May 2007 - December 2008
Education
University of Illinois at Urbana-Champaign 2003 — 2007
BA, Finance
Jeff Saul's Guggenheim Partners Experience February 2013 - May 2014
Job CRE Debt Origination for Starwood Property Trust
Industry Real Estate
Experience
Starwood Capital Group July 2015 - Present
Silverpeak Real Estate Finance May 2014 - June 2015
Guggenheim Partners February 2013 - May 2014
The Royal Bank of Scotland August 2010 - February 2013
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Capital Markets, Financial Analysis, Corporate Finance, Fixed Income, Equities, Private Equity, Investments, Due Diligence, Structured Finance, Hedge Funds, Economics, Data Analysis, Credit Analysis, Analysis, Microsoft Excel, Finance
Education
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor's degree, Finance and Entrepreneurship
Starwood Capital Group July 2015 - Present
Silverpeak Real Estate Finance May 2014 - June 2015
Guggenheim Partners February 2013 - May 2014
The Royal Bank of Scotland August 2010 - February 2013
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Capital Markets, Financial Analysis, Corporate Finance, Fixed Income, Equities, Private Equity, Investments, Due Diligence, Structured Finance, Hedge Funds, Economics, Data Analysis, Credit Analysis, Analysis, Microsoft Excel, Finance
Education
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor's degree, Finance and Entrepreneurship
Anthony Abruzzo's Guggenheim Partners Experience August 2015 - Present
Job Associate Technology, Media and Telecom at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners August 2015 - Present
RigNet March 2015 - July 2015
RigNet January 2013 - March 2015
Deutsche Bank July 2010 - January 2013
Apjohn Ventures 2010 - 2010
Deutsche Bank June 2009 - August 2009
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Guggenheim Partners August 2015 - Present
RigNet March 2015 - July 2015
RigNet January 2013 - March 2015
Deutsche Bank July 2010 - January 2013
Apjohn Ventures 2010 - 2010
Deutsche Bank June 2009 - August 2009
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
David Santoriello's Guggenheim Partners Experience 2014 - Present
Job Director at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners 2014 - Present
OpenArc Asset Management 2012 - 2013
Guggenheim Partners 2010 - 2011
Fairfield Greenwich Group 2007 - 2009
BlackRock 2006 - 2007
Skills
Hedge Funds, Alternative Investments, Financial Modeling, Equities, Investment Management, Bloomberg, Emerging Markets, Capital Markets, Portfolio Management, Fixed Income, Asset Management, Investments, Private Equity, Investment Banking, Asset Allocation, Series 7, Equity Research, Fund Of Funds, Mutual Funds, Investment Strategies, Venture Capital, Valuation, Microsoft Excel, Microsoft Office, PowerPoint
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Finance and Economics
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance and Accounting
Guggenheim Partners 2014 - Present
OpenArc Asset Management 2012 - 2013
Guggenheim Partners 2010 - 2011
Fairfield Greenwich Group 2007 - 2009
BlackRock 2006 - 2007
Skills
Hedge Funds, Alternative Investments, Financial Modeling, Equities, Investment Management, Bloomberg, Emerging Markets, Capital Markets, Portfolio Management, Fixed Income, Asset Management, Investments, Private Equity, Investment Banking, Asset Allocation, Series 7, Equity Research, Fund Of Funds, Mutual Funds, Investment Strategies, Venture Capital, Valuation, Microsoft Excel, Microsoft Office, PowerPoint
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Finance and Economics
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance and Accounting
James Yesnik, CPA's Guggenheim Partners Experience February 2009 - March 2012
Job Financial Analyst at Banner Health
Industry Hospital & Health Care
Experience
Banner Health June 2013 - Present
NorthShore University HealthSystem August 2012 - May 2013
Guggenheim Partners February 2009 - March 2012
Guggenheim Partners August 2008 - January 2009
Ernst & Young September 2006 - August 2008
Skills
Budgets, Data Management, Financial Reporting, Process Improvement, Sarbanes-Oxley Act, Fixed Income Analysis, Client Service
Education
University of Notre Dame 2002 — 2006
Bachelor of Business Administration, Accountancy
Banner Health June 2013 - Present
NorthShore University HealthSystem August 2012 - May 2013
Guggenheim Partners February 2009 - March 2012
Guggenheim Partners August 2008 - January 2009
Ernst & Young September 2006 - August 2008
Skills
Budgets, Data Management, Financial Reporting, Process Improvement, Sarbanes-Oxley Act, Fixed Income Analysis, Client Service
Education
University of Notre Dame 2002 — 2006
Bachelor of Business Administration, Accountancy
Brent Lindaman, CFA's Guggenheim Partners Experience October 2014 - Present
Job Associate Investment Guidelines Compliance at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2014 - Present
Northern Trust Corporation May 2013 - October 2014
Breakwater Trading July 2009 - March 2013
Mount Yale Capital Group September 2007 - June 2009
Allston Trading June 2006 - January 2007
Skills
Proprietary Trading
Education
University of Nebraska at Omaha 2003 — 2006
BSBA, Investment Science, Finance, Commercial Banking
Guggenheim Partners October 2014 - Present
Northern Trust Corporation May 2013 - October 2014
Breakwater Trading July 2009 - March 2013
Mount Yale Capital Group September 2007 - June 2009
Allston Trading June 2006 - January 2007
Skills
Proprietary Trading
Education
University of Nebraska at Omaha 2003 — 2006
BSBA, Investment Science, Finance, Commercial Banking
Lee Nussbaum's Guggenheim Partners Experience November 2009 - August 2010
Job Senior Associate at Trilantic Capital Partners
Industry Venture Capital & Private Equity
Experience
Trilantic Capital Partners July 2012 - Present
UBS Investment Bank August 2010 - July 2012
Guggenheim Partners November 2009 - August 2010
CSG Partners, LLC June 2009 - November 2009
Morgan Stanley June 2008 - August 2008
Stellar Management June 2007 - August 2007
Broadlawn Capital Partners, LLC June 2006 - August 2006
Skills
Trading, Equities, LBO, Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions, Capital Structure, Private Equity, Venture Capital, Leveraged Finance, Investment Management, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor, Business Administration; Finance
Trilantic Capital Partners July 2012 - Present
UBS Investment Bank August 2010 - July 2012
Guggenheim Partners November 2009 - August 2010
CSG Partners, LLC June 2009 - November 2009
Morgan Stanley June 2008 - August 2008
Stellar Management June 2007 - August 2007
Broadlawn Capital Partners, LLC June 2006 - August 2006
Skills
Trading, Equities, LBO, Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions, Capital Structure, Private Equity, Venture Capital, Leveraged Finance, Investment Management, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor, Business Administration; Finance
Daniel Reisfeld's Guggenheim Partners Experience July 2014 - June 2015
Job Colony Capital
Industry Venture Capital & Private Equity
Experience
Colony Capital June 2015 - Present
Guggenheim Partners July 2014 - June 2015
Nomura June 2013 - August 2013
Music Analytics April 2013 - June 2013
Siemer & Associates May 2012 - September 2012
M&A Capital, LLC June 2011 - September 2011
Divine Imaging, Inc July 2010 - August 2010
Principato-Young Entertainment January 2010 - July 2010
Oppenheimer & Co June 2009 - August 2009
Skills
Fluent in English,..., Financial Statements..., M&A Accretion/Dilution..., DCF Modeling, LBO Modeling, QuickBooks Software, CapitalIQ Software, Above proficient in..., Salesforce.com, Investment Banking, LBO, Mergers & Acquisitions, Capital IQ, Marketing, Financial Modeling, DCF, Strategy
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Philosophy, Politics, and Economics, Minor in Music, cum laude
Hebrew University of Jerusalem 2012 — 2012
Study Abroad
Milken Community High School: Class of 2010 2006 — 2010
Diploma
Colony Capital June 2015 - Present
Guggenheim Partners July 2014 - June 2015
Nomura June 2013 - August 2013
Music Analytics April 2013 - June 2013
Siemer & Associates May 2012 - September 2012
M&A Capital, LLC June 2011 - September 2011
Divine Imaging, Inc July 2010 - August 2010
Principato-Young Entertainment January 2010 - July 2010
Oppenheimer & Co June 2009 - August 2009
Skills
Fluent in English,..., Financial Statements..., M&A Accretion/Dilution..., DCF Modeling, LBO Modeling, QuickBooks Software, CapitalIQ Software, Above proficient in..., Salesforce.com, Investment Banking, LBO, Mergers & Acquisitions, Capital IQ, Marketing, Financial Modeling, DCF, Strategy
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Philosophy, Politics, and Economics, Minor in Music, cum laude
Hebrew University of Jerusalem 2012 — 2012
Study Abroad
Milken Community High School: Class of 2010 2006 — 2010
Diploma
Matthew Swatt's Guggenheim Partners Experience August 2013 - Present
Job Fund Accounting
Industry Financial Services
Experience
Guggenheim Partners August 2013 - Present
PricewaterhouseCoopers January 2011 - August 2013
Broadridge June 2008 - August 2010
Skills
Financial Analysis, Financial Modeling, Auditing, Risk Management, Sarbanes-Oxley Act, Valuation, Due Diligence, Mutual Funds, Alternative Investments, Financial Reporting
Education
University of Maryland College Park 2006 — 2010
Bachelor of Science, Accounting & Logistics
Guggenheim Partners August 2013 - Present
PricewaterhouseCoopers January 2011 - August 2013
Broadridge June 2008 - August 2010
Skills
Financial Analysis, Financial Modeling, Auditing, Risk Management, Sarbanes-Oxley Act, Valuation, Due Diligence, Mutual Funds, Alternative Investments, Financial Reporting
Education
University of Maryland College Park 2006 — 2010
Bachelor of Science, Accounting & Logistics
Jason Weil's Guggenheim Partners Experience May 2013 - Present
Job Senior Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2013 - Present
Deloitte September 2008 - May 2013
Skills
Knowledge of and..., Advanced Microsoft..., US GAAP, Accounting, Financial Reporting, Internal Controls, Auditing, CPA, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, SEC filings, Big 4, Financial Statements, Accounting Research
Education
University of Illinois at Urbana-Champaign 2007 — 2008
M.S., Accountancy
University of Illinois at Urbana-Champaign 2003 — 2007
B.S., Accountancy
Guggenheim Partners May 2013 - Present
Deloitte September 2008 - May 2013
Skills
Knowledge of and..., Advanced Microsoft..., US GAAP, Accounting, Financial Reporting, Internal Controls, Auditing, CPA, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, SEC filings, Big 4, Financial Statements, Accounting Research
Education
University of Illinois at Urbana-Champaign 2007 — 2008
M.S., Accountancy
University of Illinois at Urbana-Champaign 2003 — 2007
B.S., Accountancy
Lauren Melnick-Corrigan's Guggenheim Partners Experience January 2013 - July 2015
Job Director, Client Service Specialist at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management July 2015 - Present
Guggenheim Partners January 2013 - July 2015
Jackson National Asset Management, LLC January 2011 - January 2013
Northern Trust March 2008 - January 2011
Northern Trust September 2006 - March 2008
Northern Trust May 2005 - September 2006
Skills
Bloomberg, Mutual Funds, Equities
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelors, Science
UBS Global Asset Management July 2015 - Present
Guggenheim Partners January 2013 - July 2015
Jackson National Asset Management, LLC January 2011 - January 2013
Northern Trust March 2008 - January 2011
Northern Trust September 2006 - March 2008
Northern Trust May 2005 - September 2006
Skills
Bloomberg, Mutual Funds, Equities
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelors, Science
Tom Archie's Guggenheim Partners Experience September 2005 - October 2009
Job Managing Director at Kayne Anderson
Industry Financial Services
Experience
Kayne Anderson Capital Advisors October 2009 - Present
Guggenheim Partners September 2005 - October 2009
UBS Investment Bank April 2000 - August 2005
First Union 1995 - 1997
Skills
Leveraged Finance, Finance, Mezzanine, Alternative Investments, Investment Banking, Fixed Income, Due Diligence, Middle Market, Financial Modeling
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, Latin American Studies, Political Science
Kayne Anderson Capital Advisors October 2009 - Present
Guggenheim Partners September 2005 - October 2009
UBS Investment Bank April 2000 - August 2005
First Union 1995 - 1997
Skills
Leveraged Finance, Finance, Mezzanine, Alternative Investments, Investment Banking, Fixed Income, Due Diligence, Middle Market, Financial Modeling
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, Latin American Studies, Political Science
Winrick Ryan E.'s Guggenheim Partners Experience April 2013 - Present
Job Equity Trader & Jr. Research Analyst at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners April 2013 - Present
Guggenheim Partners May 2010 - April 2013
Security Benefit April 2008 - May 2010
Security Benefit May 2005 - April 2008
Security Benefit March 2003 - May 2005
Skills
Equity Trading, Hedge Funds, Equities, Fixed Income, Alternative Investments, Series 7, Securities, Asset Management, Series 63, Series 6
Education
University of Missouri-Kansas City 2013 — 2016
Master of Science in Accounting, Accounting, 3.43
Washburn University 2006 — 2008
Master of Business Administration (M.B.A.), 3.63
Washburn University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, 3.75
Washburn University 2000 — 2004
Bachelor of Arts (B.A.), Spanish, 3.75
Guggenheim Partners April 2013 - Present
Guggenheim Partners May 2010 - April 2013
Security Benefit April 2008 - May 2010
Security Benefit May 2005 - April 2008
Security Benefit March 2003 - May 2005
Skills
Equity Trading, Hedge Funds, Equities, Fixed Income, Alternative Investments, Series 7, Securities, Asset Management, Series 63, Series 6
Education
University of Missouri-Kansas City 2013 — 2016
Master of Science in Accounting, Accounting, 3.43
Washburn University 2006 — 2008
Master of Business Administration (M.B.A.), 3.63
Washburn University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, 3.75
Washburn University 2000 — 2004
Bachelor of Arts (B.A.), Spanish, 3.75
Ronald Crudup's Guggenheim Partners Experience May 2013 - Present
Job Data Integrity Senior Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2013 - Present
Allstate August 2010 - May 2013
CME Group June 2004 - August 2010
Skills
Options, VBA, Fixed Income, Microsoft Excel, Trading, Microsoft Office, Mathematica, Commodities, Access, PowerPoint, SQL, SQLite, R, Futures, Portfolio Management, Investments, Fixed Income Analysis, Bloomberg Terminal, BlackRock Aladdin, Barclays Point, Asset Management, Valuation, Financial Modeling, c++, Data Analysis, Option Pricing Models, Statistics, Regression Analysis, Python, Derivatives, Ruby
Education
University of Washington 2013 — 2015
Master of Science in Computational Finance and Risk Management
University of Illinois at Urbana-Champaign 2012 — 2013
Certificate, Mathematics
Devry University 2008 — 2010
B.S, Finance
Guggenheim Partners May 2013 - Present
Allstate August 2010 - May 2013
CME Group June 2004 - August 2010
Skills
Options, VBA, Fixed Income, Microsoft Excel, Trading, Microsoft Office, Mathematica, Commodities, Access, PowerPoint, SQL, SQLite, R, Futures, Portfolio Management, Investments, Fixed Income Analysis, Bloomberg Terminal, BlackRock Aladdin, Barclays Point, Asset Management, Valuation, Financial Modeling, c++, Data Analysis, Option Pricing Models, Statistics, Regression Analysis, Python, Derivatives, Ruby
Education
University of Washington 2013 — 2015
Master of Science in Computational Finance and Risk Management
University of Illinois at Urbana-Champaign 2012 — 2013
Certificate, Mathematics
Devry University 2008 — 2010
B.S, Finance
Fred Slade's Guggenheim Partners Experience July 2006 - March 2007
Job Senior Director, Investments at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services May 2007 - Present
Guggenheim Partners July 2006 - March 2007
Citigroup Asset Management January 1997 - March 2006
NYNEX Corporation (now Verizon) July 1984 - December 1996
Skills
Hedge Funds, Mutual Funds, Equities, Investments, Asset Allocation, Fixed Income, Series 7, Alternative Investments, Portfolio Management, 401k, Investment Management, Series 63, Investment Advisory, Investment Strategies, Asset Management, Securities, Pensions, Retirement, Pension Funds, Financial Services, Capital Markets, Economics
Education
University of Pennsylvania 1976 — 1981
MA, PhD, Economics
University of Pennsylvania 1972 — 1976
BA, Magna cum Laude, Economics
Pentegra Retirement Services May 2007 - Present
Guggenheim Partners July 2006 - March 2007
Citigroup Asset Management January 1997 - March 2006
NYNEX Corporation (now Verizon) July 1984 - December 1996
Skills
Hedge Funds, Mutual Funds, Equities, Investments, Asset Allocation, Fixed Income, Series 7, Alternative Investments, Portfolio Management, 401k, Investment Management, Series 63, Investment Advisory, Investment Strategies, Asset Management, Securities, Pensions, Retirement, Pension Funds, Financial Services, Capital Markets, Economics
Education
University of Pennsylvania 1976 — 1981
MA, PhD, Economics
University of Pennsylvania 1972 — 1976
BA, Magna cum Laude, Economics
Andy Xu's Guggenheim Partners Experience July 2011 - July 2013
Job Investment Associate at Napier Park Global Capital
Industry Financial Services
Experience
Napier Park Global Capital November 2014 - Present
LLR Partners July 2013 - October 2014
Guggenheim Partners July 2011 - July 2013
Guggenheim Partners June 2010 - September 2010
Blue Beacon Capital June 2009 - September 2009
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Private Equity, Capital Markets, Due Diligence, Investments, Equities, Fixed Income, LBO, Capital IQ, Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Finance and Accounting
Delran High School 2004 — 2007
New Jersey Governor's School in the Sciences 2006 — 2006
Napier Park Global Capital November 2014 - Present
LLR Partners July 2013 - October 2014
Guggenheim Partners July 2011 - July 2013
Guggenheim Partners June 2010 - September 2010
Blue Beacon Capital June 2009 - September 2009
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Private Equity, Capital Markets, Due Diligence, Investments, Equities, Fixed Income, LBO, Capital IQ, Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Finance and Accounting
Delran High School 2004 — 2007
New Jersey Governor's School in the Sciences 2006 — 2006
Scott Sandler's Guggenheim Partners Experience March 1999 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 1999 - Present
Education
Washington University in St. Louis - Olin Business School 1989 — 1991
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 1985 — 1989
Bachelor's of Science in Business Administration, Finance, General
Guggenheim Partners March 1999 - Present
Education
Washington University in St. Louis - Olin Business School 1989 — 1991
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 1985 — 1989
Bachelor's of Science in Business Administration, Finance, General
Charlie Shuai He's Guggenheim Partners Experience August 2015 - Present
Job Investment Banking Associate at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners August 2015 - Present
Guggenheim Partners June 2014 - August 2014
China Life Insurance Co.Ltd November 2011 - August 2013
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD August 2010 - October 2011
Deloitte July 2007 - July 2010
Qantas July 2006 - April 2007
Skills
Financial Modeling, IFRS, US GAAP, Due Diligence, Corporate Finance, Investment Banking, Auditing, Financial Analysis, Financial Reporting, Consolidation, Investments, Mergers & Acquisitions, Valuation, Finance, Business Valuation
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
University of International Business and Economics 2003 — 2007
Bachelor's degree, Economics
Guggenheim Partners August 2015 - Present
Guggenheim Partners June 2014 - August 2014
China Life Insurance Co.Ltd November 2011 - August 2013
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD August 2010 - October 2011
Deloitte July 2007 - July 2010
Qantas July 2006 - April 2007
Skills
Financial Modeling, IFRS, US GAAP, Due Diligence, Corporate Finance, Investment Banking, Auditing, Financial Analysis, Financial Reporting, Consolidation, Investments, Mergers & Acquisitions, Valuation, Finance, Business Valuation
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
University of International Business and Economics 2003 — 2007
Bachelor's degree, Economics
Marty Mosby's Guggenheim Partners Experience May 2010 - June 2014
Job Director of Bank and Equity Strategies at Vining Sparks
Industry Financial Services
Experience
Vining Sparks, IBG July 2014 - Present
Guggenheim Partners May 2010 - June 2014
Skills
Capital Markets, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Portfolio Management, Securities, Series 7, Valuation
Education
University of Pennsylvania 1986 — 1988
Master's degree, Economics
Vining Sparks, IBG July 2014 - Present
Guggenheim Partners May 2010 - June 2014
Skills
Capital Markets, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Portfolio Management, Securities, Series 7, Valuation
Education
University of Pennsylvania 1986 — 1988
Master's degree, Economics
Sylvia E Sanchez's Guggenheim Partners Experience May 2012 - October 2014
Job Assistant Vice President Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman October 2014 - Present
Guggenheim Partners May 2012 - October 2014
Deerfield Capital Management March 2006 - January 2012
Sigma Lambda Gamma National Sorority, Inc. June 2004 - June 2006
Northern Trust March 2004 - May 2005
Loomis Sayles LLC August 2000 - April 2003
Sigma Lambda Gamma National Sorority, Inc. June 1998 - June 2000
Bernardi Securities, Inc. August 1998 - November 1999
Skills
Attention To Detail, Goal Oriented, Hard Worker, Self Confidence, Spanish, Account Reconciliation, Bank Loans CLO, Deadline Management, Fixed Asset Management, Fixed Income, Microsoft Office, Operations Management, Organizational..., Priority Management, Problem Analysis, Problem Solving, Product Management, Professional Development, Project Implementation, Self Driven, Self Starter, Staff Mentoring, Strategic Planning, Team Building, Team Management, Team Oriented, Teamwork, Training & Development, Portfolio Management, Investments
Education
University of Illinois at Chicago 1995 — 1998
Bachelor of Science, Finance, Marketing
University of Illinois at Urbana-Champaign 1992 — 1994
Finance, Computer Engineering
Neuberger Berman October 2014 - Present
Guggenheim Partners May 2012 - October 2014
Deerfield Capital Management March 2006 - January 2012
Sigma Lambda Gamma National Sorority, Inc. June 2004 - June 2006
Northern Trust March 2004 - May 2005
Loomis Sayles LLC August 2000 - April 2003
Sigma Lambda Gamma National Sorority, Inc. June 1998 - June 2000
Bernardi Securities, Inc. August 1998 - November 1999
Skills
Attention To Detail, Goal Oriented, Hard Worker, Self Confidence, Spanish, Account Reconciliation, Bank Loans CLO, Deadline Management, Fixed Asset Management, Fixed Income, Microsoft Office, Operations Management, Organizational..., Priority Management, Problem Analysis, Problem Solving, Product Management, Professional Development, Project Implementation, Self Driven, Self Starter, Staff Mentoring, Strategic Planning, Team Building, Team Management, Team Oriented, Teamwork, Training & Development, Portfolio Management, Investments
Education
University of Illinois at Chicago 1995 — 1998
Bachelor of Science, Finance, Marketing
University of Illinois at Urbana-Champaign 1992 — 1994
Finance, Computer Engineering
David Strauss's Guggenheim Partners Experience 2009 - October 2012
Job at
Industry Financial Services
Experience
PetWell Partners, LLC January 2013 - Present
Double Oak Partners June 2012 - Present
The James Beard Foundation January 2012 - Present
Guggenheim Partners 2009 - October 2012
Guggenheim Partners 2005 - 2009
Guggenheim Partners 2003 - 2005
Skills
Financial Modeling, Equities, Valuation, Finance, Private Equity, Asset Management, Credit, Loans, Investments
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Finance
Mountain Brook High School 1995 — 1999
PetWell Partners, LLC January 2013 - Present
Double Oak Partners June 2012 - Present
The James Beard Foundation January 2012 - Present
Guggenheim Partners 2009 - October 2012
Guggenheim Partners 2005 - 2009
Guggenheim Partners 2003 - 2005
Skills
Financial Modeling, Equities, Valuation, Finance, Private Equity, Asset Management, Credit, Loans, Investments
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Finance
Mountain Brook High School 1995 — 1999
Glen Dunayer's Guggenheim Partners Experience June 2014 - August 2014
Job Student at University of Michigan
Industry Marketing and Advertising
Experience
Guggenheim Partners June 2014 - August 2014
Sentinel Financial Solutions June 2013 - August 2013
Ramapo Country Day Camp June 2012 - August 2012
16W Marketing, LLC May 2012 - June 2012
Ramapo Country Day Camp June 2011 - August 2011
AYS Sports Marketing, Inc. June 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor's Degree, Business Administration and Management, General
Guggenheim Partners June 2014 - August 2014
Sentinel Financial Solutions June 2013 - August 2013
Ramapo Country Day Camp June 2012 - August 2012
16W Marketing, LLC May 2012 - June 2012
Ramapo Country Day Camp June 2011 - August 2011
AYS Sports Marketing, Inc. June 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor's Degree, Business Administration and Management, General
Michael Siamis's Guggenheim Partners Experience August 2010 - Present
Job Financial Analyst at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners August 2010 - Present
Liquid Container June 2006 - January 2010
First Investors Corporation June 2009 - August 2009
Education
University of Iowa 2006 — 2010
B.B.A, Finance
Guggenheim Partners August 2010 - Present
Liquid Container June 2006 - January 2010
First Investors Corporation June 2009 - August 2009
Education
University of Iowa 2006 — 2010
B.B.A, Finance
Payal (Tailor) Patel, CPA's Guggenheim Partners Experience October 2007 - Present
Job Investment Accountant at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2007 - Present
Skills
Accounting, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2006
MS
Maine East High School 1998 — 2001
Guggenheim Partners October 2007 - Present
Skills
Accounting, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2006
MS
Maine East High School 1998 — 2001
Mike Curcio's Guggenheim Partners Experience April 2002 - May 2015
Job Senior Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2002 - May 2015
Futrex Trading March 2000 - March 2002
Aon September 1993 - March 1999
Coregis 1995 - 1996
Skills
Derivatives, Portfolio Management, Fixed Income, Investments, Asset Management, Hedge Funds, Capital Markets, Insurance, Trading, Valuation, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1988 — 1991
MS, Mathematics
University of Illinois at Urbana-Champaign 1983 — 1986
BS, Metallurgical Engineering
Guggenheim Partners April 2002 - May 2015
Futrex Trading March 2000 - March 2002
Aon September 1993 - March 1999
Coregis 1995 - 1996
Skills
Derivatives, Portfolio Management, Fixed Income, Investments, Asset Management, Hedge Funds, Capital Markets, Insurance, Trading, Valuation, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1988 — 1991
MS, Mathematics
University of Illinois at Urbana-Champaign 1983 — 1986
BS, Metallurgical Engineering
Allison Melching (DiPasquale)'s Guggenheim Partners Experience September 2012 - Present
Job Associate Counsel at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2012 - Present
Winston & Strawn LLP January 2011 - September 2012
University of Michigan Innocence Clinic August 2009 - May 2010
Winston & Strawn LLP June 2009 - August 2009
M. Angela Dentice, LLC May 2008 - August 2008
The Honorable Lynn Adelman, U.S. Court for the Eastern District of Wisconsin May 2008 - August 2008
Foley & Lardner LLP May 2007 - August 2007
Wisconsin Department of Administration April 2004 - August 2004
Education
University of Michigan Law School 2007 — 2010
Juris Doctor
University of Michigan 2003 — 2007
B.A., English, Political Science
Guggenheim Partners September 2012 - Present
Winston & Strawn LLP January 2011 - September 2012
University of Michigan Innocence Clinic August 2009 - May 2010
Winston & Strawn LLP June 2009 - August 2009
M. Angela Dentice, LLC May 2008 - August 2008
The Honorable Lynn Adelman, U.S. Court for the Eastern District of Wisconsin May 2008 - August 2008
Foley & Lardner LLP May 2007 - August 2007
Wisconsin Department of Administration April 2004 - August 2004
Education
University of Michigan Law School 2007 — 2010
Juris Doctor
University of Michigan 2003 — 2007
B.A., English, Political Science
Arun Gowda's Guggenheim Partners Experience February 2012 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners February 2012 - Present
Eventi Capital 2006 - March 2012
UBS Investment Bank 2000 - 2005
Morgan Stanley 1993 - 1998
Skills
Hedge Funds, Structured Products, Alternative Investments
Education
Wharton Business School 1989 — 1991
MBA, Finance
Vanderbilt 1983 — 1987
BE, EE/CS
Guggenheim Partners February 2012 - Present
Eventi Capital 2006 - March 2012
UBS Investment Bank 2000 - 2005
Morgan Stanley 1993 - 1998
Skills
Hedge Funds, Structured Products, Alternative Investments
Education
Wharton Business School 1989 — 1991
MBA, Finance
Vanderbilt 1983 — 1987
BE, EE/CS
Michael Dolot's Guggenheim Partners Experience July 2014 - Present
Job Corporate Consulting Analyst at EMC Corporation
Industry Management Consulting
Experience
EMC Corporation September 2015 - Present
Guggenheim Partners July 2014 - Present
Peter J. Solomon Company June 2013 - August 2013
Meyers Associates L.P. June 2012 - August 2012
Skills
Spanish, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Teamwork, Research, Social Media, Economics, SPSS, Public Speaking, Data Analysis, PowerPoint
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics
Rochester Adams High School 2006 — 2010
EMC Corporation September 2015 - Present
Guggenheim Partners July 2014 - Present
Peter J. Solomon Company June 2013 - August 2013
Meyers Associates L.P. June 2012 - August 2012
Skills
Spanish, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Teamwork, Research, Social Media, Economics, SPSS, Public Speaking, Data Analysis, PowerPoint
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics
Rochester Adams High School 2006 — 2010
Igor Sokolovsky's Guggenheim Partners Experience August 2014 - Present
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2014 - Present
Citi April 2010 - August 2014
J.P. Morgan August 2007 - April 2010
Lehman Brothers March 2004 - August 2007
UBS Investment Bank May 2002 - February 2004
Stern Stewart & Co. March 1997 - July 2000
Skills
Mergers, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Equity Research, Financial Modeling, Capital Markets, Corporate Development, Hedge Funds, Investments, Portfolio Management, Strategy, Emerging Markets, Equities, Private Equity
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance
New York University - Leonard N. Stern School of Business 1993 — 1997
BS, Finance
Guggenheim Partners August 2014 - Present
Citi April 2010 - August 2014
J.P. Morgan August 2007 - April 2010
Lehman Brothers March 2004 - August 2007
UBS Investment Bank May 2002 - February 2004
Stern Stewart & Co. March 1997 - July 2000
Skills
Mergers, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Equity Research, Financial Modeling, Capital Markets, Corporate Development, Hedge Funds, Investments, Portfolio Management, Strategy, Emerging Markets, Equities, Private Equity
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance
New York University - Leonard N. Stern School of Business 1993 — 1997
BS, Finance
Shannon Leutheuser's Guggenheim Partners Experience August 2007 - June 2008
Job Special Projects at Lincoln International
Industry Venture Capital & Private Equity
Experience
Lincoln International April 2013 - Present
Kirkland & Ellis LLP November 2005 - March 2013
Guggenheim Partners August 2007 - June 2008
Winston & Strawn LLP September 2003 - November 2005
Skills
Venture Capital, Private Equity, Fundraising, Non-profits, Corporate Law, Corporate Governance, Securities Regulation, Joint Ventures, Intellectual Property, Due Diligence, Commercial Litigation, Legal Research, Licensing, Litigation, Trade Secrets, Mergers & Acquisitions
Education
Washington University in St. Louis 2001 — 2003
Doctor of Law (J.D.), Law
University of Missouri-Columbia 1994 — 1998
Master of Arts (M.A.), Accounting
Lincoln International April 2013 - Present
Kirkland & Ellis LLP November 2005 - March 2013
Guggenheim Partners August 2007 - June 2008
Winston & Strawn LLP September 2003 - November 2005
Skills
Venture Capital, Private Equity, Fundraising, Non-profits, Corporate Law, Corporate Governance, Securities Regulation, Joint Ventures, Intellectual Property, Due Diligence, Commercial Litigation, Legal Research, Licensing, Litigation, Trade Secrets, Mergers & Acquisitions
Education
Washington University in St. Louis 2001 — 2003
Doctor of Law (J.D.), Law
University of Missouri-Columbia 1994 — 1998
Master of Arts (M.A.), Accounting
Alex Rieger's Guggenheim Partners Experience June 2014 - Present
Job Investment Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2014 - Present
Fifth Street Management LLC June 2013 - August 2013
LiveIntent, Inc. June 2012 - August 2012
Wexford Capital June 2011 - August 2011
Skills
Web Analytics, PowerPoint, Social Media
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (BS), Finance, Operations & Information Management, Senior
Guggenheim Partners June 2014 - Present
Fifth Street Management LLC June 2013 - August 2013
LiveIntent, Inc. June 2012 - August 2012
Wexford Capital June 2011 - August 2011
Skills
Web Analytics, PowerPoint, Social Media
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (BS), Finance, Operations & Information Management, Senior
David Paolella's Guggenheim Partners Experience July 2014 - Present
Job Investment Banking Analyst at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Partners July 2014 - Present
Guggenheim Securities June 2013 - August 2013
Amherst Partners June 2012 - August 2012
Highwood Partners LP May 2011 - August 2011
Arbor Asset Management LLC May 2010 - August 2010
Skills
Equity Research, Valuation, Exotic Animals, Financial Modeling, Capital IQ, Bloomberg Terminal
Education
University of Michigan 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Guggenheim Partners July 2014 - Present
Guggenheim Securities June 2013 - August 2013
Amherst Partners June 2012 - August 2012
Highwood Partners LP May 2011 - August 2011
Arbor Asset Management LLC May 2010 - August 2010
Skills
Equity Research, Valuation, Exotic Animals, Financial Modeling, Capital IQ, Bloomberg Terminal
Education
University of Michigan 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Sara Desberg's Guggenheim Partners Experience June 2014 - Present
Job Credit Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2014 - Present
Zelman Capital May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, FactSet financial system
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
BSBA, Business Administration (Finance Emphasis) and Economics
Passed Level I of the CFA Program
Guggenheim Partners June 2014 - Present
Zelman Capital May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, FactSet financial system
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
BSBA, Business Administration (Finance Emphasis) and Economics
Passed Level I of the CFA Program
Jane Coughlin's Guggenheim Partners Experience June 2015 - August 2015
Job Student at University of Notre Dame
Industry
Experience
Love Your Melon December 2014 - Present
Guggenheim Partners June 2015 - August 2015
Girls on the Run International September 2014 - May 2015
Chicago Board of Trade May 2014 - August 2014
Student International Business Council (SIBC) September 2013 - December 2013
Education
University of Notre Dame 2013 — 2017
Finance and Sociology, Junior
Downers Grove North High School 2009 — 2013
Love Your Melon December 2014 - Present
Guggenheim Partners June 2015 - August 2015
Girls on the Run International September 2014 - May 2015
Chicago Board of Trade May 2014 - August 2014
Student International Business Council (SIBC) September 2013 - December 2013
Education
University of Notre Dame 2013 — 2017
Finance and Sociology, Junior
Downers Grove North High School 2009 — 2013
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.