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
Jared Brenner Jared Brenner's Guggenheim Partners Experience May 2015 - Present
Job Investment Banking at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2015 - Present
The Sage Group, LLC (US) June 2010 - May 2015
Fisher Investments August 2006 - January 2010
Skills
Equities, Investments, M&A experience, Financial Analysis, Corporate Finance, Mergers, Structuring Deals, Financial Reporting, Financial Modeling, Middle Market, Financial Markets, Consumer Products, Brand Equity, Business Strategy, Due Diligence, Investment Banking, Investment Strategies, Mergers & Acquisitions, Valuation, Venture Capital, Private Equity
Education
University of Southern California - Marshall School of Business 2002 — 2006
Finance, Finance, International Relations, Economics
University of Southern California
Guggenheim Partners May 2015 - Present
The Sage Group, LLC (US) June 2010 - May 2015
Fisher Investments August 2006 - January 2010
Skills
Equities, Investments, M&A experience, Financial Analysis, Corporate Finance, Mergers, Structuring Deals, Financial Reporting, Financial Modeling, Middle Market, Financial Markets, Consumer Products, Brand Equity, Business Strategy, Due Diligence, Investment Banking, Investment Strategies, Mergers & Acquisitions, Valuation, Venture Capital, Private Equity
Education
University of Southern California - Marshall School of Business 2002 — 2006
Finance, Finance, International Relations, Economics
University of Southern California
Chris Choi Chris Choi's Guggenheim Partners Experience January 2015 - Present
Job Senior Associate, Portfolio Management at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners January 2015 - Present
BlackRock October 2012 - December 2014
PIMCO May 2010 - October 2012
Ricoh Americas Corporation July 2009 - April 2010
USC School of Dentistry September 2008 - May 2009
USC School of Political Science June 2008 - August 2008
Human Rights Watch May 2008 - August 2008
Skills
Fixed Income Portfolio..., Exchange Traded..., Options, Microsoft Excel, Bloomberg, Legal Compliance, Equity Derivatives, Securities Lending, VBA, FX Options, FX Hedging, SQL, Portfolio Management, Trading, Derivatives
Education
University of Southern California 2005 — 2009
Bachelor of Arts, Economics & Political Science
Guggenheim Partners January 2015 - Present
BlackRock October 2012 - December 2014
PIMCO May 2010 - October 2012
Ricoh Americas Corporation July 2009 - April 2010
USC School of Dentistry September 2008 - May 2009
USC School of Political Science June 2008 - August 2008
Human Rights Watch May 2008 - August 2008
Skills
Fixed Income Portfolio..., Exchange Traded..., Options, Microsoft Excel, Bloomberg, Legal Compliance, Equity Derivatives, Securities Lending, VBA, FX Options, FX Hedging, SQL, Portfolio Management, Trading, Derivatives
Education
University of Southern California 2005 — 2009
Bachelor of Arts, Economics & Political Science
Deborah Rumbo Deborah Rumbo's Guggenheim Partners Experience March 2014 - Present
Job Administrative Assistant
Industry Higher Education
Experience
Guggenheim Partners March 2014 - Present
University of Southern California August 2010 - May 2013
PASSOP July 2013 - 2013
Eric Garcetti for Mayor February 2013 - 2013
Sigma Lambda Gamma National Sorority, Inc. August 2010 - August 2011
Skills
Event Planning, Microsoft Office, Microsoft Word, Community Outreach, Public Speaking, Research, PowerPoint, Social Media, Public Relations, Higher Education, Facebook
Education
University of Southern California 2009 — 2013
Bachelor of Arts (BA), Political Science, Philosophy, Spanish, Alumnae
Guggenheim Partners March 2014 - Present
University of Southern California August 2010 - May 2013
PASSOP July 2013 - 2013
Eric Garcetti for Mayor February 2013 - 2013
Sigma Lambda Gamma National Sorority, Inc. August 2010 - August 2011
Skills
Event Planning, Microsoft Office, Microsoft Word, Community Outreach, Public Speaking, Research, PowerPoint, Social Media, Public Relations, Higher Education, Facebook
Education
University of Southern California 2009 — 2013
Bachelor of Arts (BA), Political Science, Philosophy, Spanish, Alumnae
Stephen Haskin Stephen Haskin's Guggenheim Partners Experience February 2015 - Present
Job Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners February 2015 - Present
Macquarie Group August 2011 - November 2013
JP Morgan June 2008 - July 2009
Bear Stearns June 1995 - May 2008
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
University of Richmond 1983 — 1987
BA, History
Guggenheim Partners February 2015 - Present
Macquarie Group August 2011 - November 2013
JP Morgan June 2008 - July 2009
Bear Stearns June 1995 - May 2008
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
University of Richmond 1983 — 1987
BA, History
Dana Forfa Dana Forfa's Guggenheim Partners Experience June 2015 - Present
Job NonIT Strategic Sourcing Manager at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
Guggenheim Securities October 2013 - June 2015
Guggenheim Partners November 2011 - October 2013
White House Black Market March 2009 - May 2011
University of Rhode Island January 2007 - December 2007
Carol Chumney for Mayor Campaign July 2007 - October 2007
Skills
Strategy, Public Speaking, Vendor Management, Microsoft Excel, Research, Customer Service, PowerPoint, Microsoft Office, Building Relationships, Strategic Sourcing, Time Management, Outlook, Policy, Visual Merchandising, Negotiation, Strategic Planning, RFP, Data Mining, Project Planning, International Relations, Project Coordination, Written & Oral..., Press Releases, Competitive Analysis, Project Management, Travel Management, Inventory Management, Teamwork, Team Leadership, Team Management, Leadership
Education
University of Rhode Island 2005 — 2008
B.A., Political Science
Union Catholic
Guggenheim Partners June 2015 - Present
Guggenheim Securities October 2013 - June 2015
Guggenheim Partners November 2011 - October 2013
White House Black Market March 2009 - May 2011
University of Rhode Island January 2007 - December 2007
Carol Chumney for Mayor Campaign July 2007 - October 2007
Skills
Strategy, Public Speaking, Vendor Management, Microsoft Excel, Research, Customer Service, PowerPoint, Microsoft Office, Building Relationships, Strategic Sourcing, Time Management, Outlook, Policy, Visual Merchandising, Negotiation, Strategic Planning, RFP, Data Mining, Project Planning, International Relations, Project Coordination, Written & Oral..., Press Releases, Competitive Analysis, Project Management, Travel Management, Inventory Management, Teamwork, Team Leadership, Team Management, Leadership
Education
University of Rhode Island 2005 — 2008
B.A., Political Science
Union Catholic
Leo Mensah Leo Mensah's Guggenheim Partners Experience September 2014 - Present
Job Legal Associate at Guggenheim Partners
Industry Law Practice
Experience
Guggenheim Partners September 2014 - Present
CommunityOne Bancorp June 2013 - August 2013
Bloomberg Law May 2013 - 2013
U.S. Commodity Futures Trading Commission June 2012 - August 2012
Hayford and Felchlin, LLP October 2010 - July 2011
Superior Court of California (Stanley Mosk Courthouse) September 2010 - January 2011
Skills
Legal Writing, Legal Research, Mediation, Legal Assistance, Banking Law, Corporate Law, Financial Regulation
Education
William & Mary 2011 — 2014
University of Southern California 2004 — 2008
Bachelor of Science (B.S.), Business Administration
The Lawrenceville School 2000 — 2004
Guggenheim Partners September 2014 - Present
CommunityOne Bancorp June 2013 - August 2013
Bloomberg Law May 2013 - 2013
U.S. Commodity Futures Trading Commission June 2012 - August 2012
Hayford and Felchlin, LLP October 2010 - July 2011
Superior Court of California (Stanley Mosk Courthouse) September 2010 - January 2011
Skills
Legal Writing, Legal Research, Mediation, Legal Assistance, Banking Law, Corporate Law, Financial Regulation
Education
William & Mary 2011 — 2014
University of Southern California 2004 — 2008
Bachelor of Science (B.S.), Business Administration
The Lawrenceville School 2000 — 2004
Bill Hagner, CAIA, CIRA Bill Hagner, CAIA, CIRA's Guggenheim Partners Experience 2011 - Present
Job Senior Managing Director at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners 2011 - Present
Timothy School 2015 - 2015
Timothy School 2015 - 2015
Guggenheim Partners January 2008 - January 2011
Guggenheim Partners January 2006 - January 2008
Guggenheim Partners July 2003 - January 2006
Ernst & Young July 2002 - June 2003
Andersen August 2001 - July 2002
Education
The College of William and Mary 1988 — 1993
Bachelor's Degree, Philosophy
Haverford School
Temple University School of Law
Master of Laws (LL.M.), Tax Law/Taxation
University of Richmond School of Law
Juris Doctor (J.D.)
Guggenheim Partners 2011 - Present
Timothy School 2015 - 2015
Timothy School 2015 - 2015
Guggenheim Partners January 2008 - January 2011
Guggenheim Partners January 2006 - January 2008
Guggenheim Partners July 2003 - January 2006
Ernst & Young July 2002 - June 2003
Andersen August 2001 - July 2002
Education
The College of William and Mary 1988 — 1993
Bachelor's Degree, Philosophy
Haverford School
Temple University School of Law
Master of Laws (LL.M.), Tax Law/Taxation
University of Richmond School of Law
Juris Doctor (J.D.)
Lori Tiernan Lori Tiernan's Guggenheim Partners Experience April 2009 - May 2012
Job Technopreneur
Industry Internet
Experience
Product Marketing Consultant May 2013 - Present
WeKrüt June 2014 - June 2015
agency360 October 2012 - May 2013
Pivot Point Capital May 2012 - August 2012
Guggenheim Partners April 2009 - May 2012
Skills
Hedge Funds, Investor Relations, Fundraising, Marketing, Start-ups, Finance, Private Equity, Asset Management, Recruiting, Social Media, Institutional..., Business Development, Financial Services, Project Management, Asset Managment, Web Development, Google Analytics, Google Adwords, Ruby on Rails, Institutional Investors, CRM, CSS, HTML, jQuery, Consulting, Strategy, Management, Leadership
Education
University of Richmond 2004 — 2008
Bachelor of Arts, Rhetoric and Communications, Spanish, Women Gender and Sexuality Studies
Lafayette High School
Product Marketing Consultant May 2013 - Present
WeKrüt June 2014 - June 2015
agency360 October 2012 - May 2013
Pivot Point Capital May 2012 - August 2012
Guggenheim Partners April 2009 - May 2012
Skills
Hedge Funds, Investor Relations, Fundraising, Marketing, Start-ups, Finance, Private Equity, Asset Management, Recruiting, Social Media, Institutional..., Business Development, Financial Services, Project Management, Asset Managment, Web Development, Google Analytics, Google Adwords, Ruby on Rails, Institutional Investors, CRM, CSS, HTML, jQuery, Consulting, Strategy, Management, Leadership
Education
University of Richmond 2004 — 2008
Bachelor of Arts, Rhetoric and Communications, Spanish, Women Gender and Sexuality Studies
Lafayette High School
Jonathan Nguyen Jonathan Nguyen's Guggenheim Partners Experience June 2015 - August 2015
Job Investment Banking Summer Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - August 2015
Clinton Health Access Initiative 2014 - 2014
Clinton Health Access Initiative 2012 - 2013
PwC 2008 - 2012
Seagate Technology 2007 - 2008
Education
Yale University - Yale School of Management 2014 — 2016
University of Southern California 2003 — 2007
National University of Singapore
Guggenheim Partners June 2015 - August 2015
Clinton Health Access Initiative 2014 - 2014
Clinton Health Access Initiative 2012 - 2013
PwC 2008 - 2012
Seagate Technology 2007 - 2008
Education
Yale University - Yale School of Management 2014 — 2016
University of Southern California 2003 — 2007
National University of Singapore
Connor Bernstein Connor Bernstein's Guggenheim Partners Experience August 2015 - Present
Job Associate Life Sciences M&A at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners August 2015 - Present
Piper Jaffray June 2013 - July 2015
Houlihan Lokey July 2012 - June 2013
Skills
Financial Modeling, Excel, PowerPoint, SAP, SQL, C++, Java, Bloomberg Terminal, Capital IQ, Money, Financial Analysis, Hedge Funds, Microsoft Excel, Competitive Analysis, Valuation
Education
University of Southern California 2011 — 2012
M.S., Financial Engineering
University of Southern California 2009 — 2011
B.S., Industrial and Systems Engineering
Bellarmine College Preparatory 2001 — 2006
HS Diploma
Guggenheim Partners August 2015 - Present
Piper Jaffray June 2013 - July 2015
Houlihan Lokey July 2012 - June 2013
Skills
Financial Modeling, Excel, PowerPoint, SAP, SQL, C++, Java, Bloomberg Terminal, Capital IQ, Money, Financial Analysis, Hedge Funds, Microsoft Excel, Competitive Analysis, Valuation
Education
University of Southern California 2011 — 2012
M.S., Financial Engineering
University of Southern California 2009 — 2011
B.S., Industrial and Systems Engineering
Bellarmine College Preparatory 2001 — 2006
HS Diploma
Christopher Giacone's Guggenheim Partners Experience February 2014 - Present
Job Regional Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners February 2014 - Present
Montage Investments September 2011 - January 2014
BlackRock December 2010 - August 2011
New York Life & MainStay Investments March 2008 - December 2009
Van Eck Global April 2006 - November 2007
Computing Concepts Inc. May 2005 - March 2006
Skills
FINRA Series 3, 6, 7,..., New Jersey Life and..., Mutual Funds, ETFs, Alternative Investments, Investments, Asset Management, Asset Managment
Education
University of Rhode Island 2002 — 2005
Bachelor of Arts (B.A.), History
Guggenheim Partners February 2014 - Present
Montage Investments September 2011 - January 2014
BlackRock December 2010 - August 2011
New York Life & MainStay Investments March 2008 - December 2009
Van Eck Global April 2006 - November 2007
Computing Concepts Inc. May 2005 - March 2006
Skills
FINRA Series 3, 6, 7,..., New Jersey Life and..., Mutual Funds, ETFs, Alternative Investments, Investments, Asset Management, Asset Managment
Education
University of Rhode Island 2002 — 2005
Bachelor of Arts (B.A.), History
Eric Tang's Guggenheim Partners Experience June 2014 - Present
Job Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners June 2014 - Present
J.P. Morgan February 2010 - June 2014
Chase February 2008 - February 2010
J.P. Morgan June 2006 - February 2008
CBRE May 2005 - August 2005
Merrill Lynch May 2004 - August 2004
CBRE May 2003 - August 2003
Davis Elen Advertising June 2002 - August 2002
Education
University of Southern California 2002 — 2006
B.S., Business Administration
University of Southern California - Marshall School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Global Management & Entrepreneurship
El Modena High School 1998 — 2002
Guggenheim Partners June 2014 - Present
J.P. Morgan February 2010 - June 2014
Chase February 2008 - February 2010
J.P. Morgan June 2006 - February 2008
CBRE May 2005 - August 2005
Merrill Lynch May 2004 - August 2004
CBRE May 2003 - August 2003
Davis Elen Advertising June 2002 - August 2002
Education
University of Southern California 2002 — 2006
B.S., Business Administration
University of Southern California - Marshall School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Global Management & Entrepreneurship
El Modena High School 1998 — 2002
Paul Hobson Paul Hobson's Guggenheim Partners Experience January 2010 - September 2013
Job Institutional Sales Susquehanna (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) September 2013 - Present
Guggenheim Partners January 2010 - September 2013
Morgan Keegan October 2000 - August 2008
Tucker Anthony April 1997 - October 2000
Skills
Hedge Funds, Investment Banking, Equities, Fixed Income, Securities, Equity Research, Capital Markets, High Yield, Financial Services, Financial Modeling, Derivatives, Sales, Sales Management, Relationship Management, Bonds, Financial Markets, Options, Interest Rate..., Equity Derivatives, Credit, ETFs, New Business Development
Education
University of Rhode Island - College of Business Administration
BS, Finance
Susquehanna International Group, LLP (SIG) September 2013 - Present
Guggenheim Partners January 2010 - September 2013
Morgan Keegan October 2000 - August 2008
Tucker Anthony April 1997 - October 2000
Skills
Hedge Funds, Investment Banking, Equities, Fixed Income, Securities, Equity Research, Capital Markets, High Yield, Financial Services, Financial Modeling, Derivatives, Sales, Sales Management, Relationship Management, Bonds, Financial Markets, Options, Interest Rate..., Equity Derivatives, Credit, ETFs, New Business Development
Education
University of Rhode Island - College of Business Administration
BS, Finance
Sophia Qianyi Zeng's Guggenheim Partners Experience June 2015 - July 2015
Job Venture Capital Intern at GREE Ventures
Industry Financial Services
Experience
GREE Ventures July 2015 - Present
Guggenheim Partners June 2015 - July 2015
Société Générale July 2014 - August 2014
China Minsheng Banking Corp.ltd May 2014 - June 2014
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (B.Sc.), Finance, Marketing, French
GREE Ventures July 2015 - Present
Guggenheim Partners June 2015 - July 2015
Société Générale July 2014 - August 2014
China Minsheng Banking Corp.ltd May 2014 - June 2014
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (B.Sc.), Finance, Marketing, French
Justin Dantonio Justin Dantonio's Guggenheim Partners Experience May 2010 - August 2011
Job Senior Associate, Trade Floor Surveillance with Capital One
Industry Investment Management
Experience
Capital One November 2014 - Present
JPMorgan Chase November 2013 - October 2014
Susquehanna International Group July 2011 - November 2013
Guggenheim Partners May 2010 - August 2011
IUR Capital January 2010 - April 2010
Skills
Investments, Finance, Bloomberg, Equities, Derivatives, VBA, Access, Microsoft Excel, Fixed Income, SQL, Trading, Team Leadership, Securities, Financial Services, Management
Education
University of Pittsburgh 2007 — 2011
BSBA, Finance
Capital One November 2014 - Present
JPMorgan Chase November 2013 - October 2014
Susquehanna International Group July 2011 - November 2013
Guggenheim Partners May 2010 - August 2011
IUR Capital January 2010 - April 2010
Skills
Investments, Finance, Bloomberg, Equities, Derivatives, VBA, Access, Microsoft Excel, Fixed Income, SQL, Trading, Team Leadership, Securities, Financial Services, Management
Education
University of Pittsburgh 2007 — 2011
BSBA, Finance
Kyle Henderson Kyle Henderson's Guggenheim Partners Experience July 2012 - June 2015
Job Private Equity Associate at Stone Canyon Industries
Industry Venture Capital & Private Equity
Experience
Guggenheim Partners July 2012 - June 2015
Gemini Partners August 2011 - December 2011
Deloitte & Touche June 2011 - August 2011
Laven Partners June 2010 - August 2010
Mellos Snacks June 2009 - August 2009
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Due Diligence, Corporate Finance, Capital Markets, Microsoft Office
Education
University of Southern California 2008 — 2012
Bachelor of Science, Accounting / Business Administration (Finance)
Fenwick 2004 — 2008
High School Diploma
Guggenheim Partners July 2012 - June 2015
Gemini Partners August 2011 - December 2011
Deloitte & Touche June 2011 - August 2011
Laven Partners June 2010 - August 2010
Mellos Snacks June 2009 - August 2009
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Due Diligence, Corporate Finance, Capital Markets, Microsoft Office
Education
University of Southern California 2008 — 2012
Bachelor of Science, Accounting / Business Administration (Finance)
Fenwick 2004 — 2008
High School Diploma
mason andrews mason andrews's Guggenheim Partners Experience May 1994 - December 1997
Job CEO and Producer at @counter
Industry Entertainment
Experience
@counter FinanceParamount PicturesSeptember 1998 - January 2005
Guggenheim Partners May 1994 - December 1997
Education
University of Southern California 1989 — 1992
MBA, Business
@counter FinanceParamount PicturesSeptember 1998 - January 2005
Guggenheim Partners May 1994 - December 1997
Education
University of Southern California 1989 — 1992
MBA, Business
Thomas Youn's Guggenheim Partners Experience August 2009 - Present
Job Managing Director, Portfolio Manager at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners August 2009 - Present
Cliffwood Partners LLC May 2006 - August 2009
Green Street Advisors 2004 - 2006
AEW Capital Management 2002 - 2004
Bank of America 1999 - 2001
Arthur Andersen 1998 - 1999
Skills
Asset Managment, Portfolio Management, Equities, Hedge Funds, REITs, Real Estate, Investments, Trading, Stock Valuation, Financial Modeling, Asset Management, REIT, Securities, Finance, Valuation, Equity Research
Education
University of Southern California 1995 — 1998
BS, Business/Finance
Guggenheim Partners August 2009 - Present
Cliffwood Partners LLC May 2006 - August 2009
Green Street Advisors 2004 - 2006
AEW Capital Management 2002 - 2004
Bank of America 1999 - 2001
Arthur Andersen 1998 - 1999
Skills
Asset Managment, Portfolio Management, Equities, Hedge Funds, REITs, Real Estate, Investments, Trading, Stock Valuation, Financial Modeling, Asset Management, REIT, Securities, Finance, Valuation, Equity Research
Education
University of Southern California 1995 — 1998
BS, Business/Finance
Michelle Silliman's Guggenheim Partners Experience September 2011 - October 2014
Job Middle Office Associate at Los Angeles Capital
Industry Financial Services
Experience
Los Angeles Capital October 2014 - Present
Guggenheim Partners September 2011 - October 2014
Capital Group December 2006 - May 2011
The Ault Glazer Group, Inc December 2005 - October 2006
The Strome Group August 2005 - December 2005
Bear Stearns Securities Corporation March 2004 - August 2005
NWQ Investment Management Company October 2002 - March 2004
NWQ Investment Management Company September 2001 - October 2002
The Cypress Funds, LLC September 2000 - July 2001
Skills
Fixed Income, Bloomberg, Equities, Financial Analysis, Hedge Funds, Trading, Mutual Funds, Portfolio Management, Investments, Asset Allocation, Asset Management, Analysis, Mergers & Acquisitions, Corporate Actions, Bonds, Financial Modeling
Education
University of Southern California 1996 — 2000
Los Angeles Capital October 2014 - Present
Guggenheim Partners September 2011 - October 2014
Capital Group December 2006 - May 2011
The Ault Glazer Group, Inc December 2005 - October 2006
The Strome Group August 2005 - December 2005
Bear Stearns Securities Corporation March 2004 - August 2005
NWQ Investment Management Company October 2002 - March 2004
NWQ Investment Management Company September 2001 - October 2002
The Cypress Funds, LLC September 2000 - July 2001
Skills
Fixed Income, Bloomberg, Equities, Financial Analysis, Hedge Funds, Trading, Mutual Funds, Portfolio Management, Investments, Asset Allocation, Asset Management, Analysis, Mergers & Acquisitions, Corporate Actions, Bonds, Financial Modeling
Education
University of Southern California 1996 — 2000
Robert Vargas's Guggenheim Partners Experience July 2013 - July 2015
Job Senior Security Operations Engineer at Career Education Corporation
Industry Information Technology and Services
Experience
Career Education Corporation August 2015 - Present
Guggenheim Partners July 2013 - July 2015
Trustwave January 2011 - July 2013
Nuclear Security Services Corporation December 2007 - November 2010
US Cellular July 2005 - December 2007
Skills
Windows Server 2008, Windows 7, HP Server Hardware, IT Security Operations, IT Security Best..., Threat & Vulnerability..., Office 2010, Windows Server, Network Administration, Vulnerability Assessment, Security, Windows, Networking, Active Directory, Computer Security, Computer Hardware, Technical Support, Information Technology, Linux, Information Security, Firewalls
Education
Univ of Phoenix, Online 2000 — 2002
Career Education Corporation August 2015 - Present
Guggenheim Partners July 2013 - July 2015
Trustwave January 2011 - July 2013
Nuclear Security Services Corporation December 2007 - November 2010
US Cellular July 2005 - December 2007
Skills
Windows Server 2008, Windows 7, HP Server Hardware, IT Security Operations, IT Security Best..., Threat & Vulnerability..., Office 2010, Windows Server, Network Administration, Vulnerability Assessment, Security, Windows, Networking, Active Directory, Computer Security, Computer Hardware, Technical Support, Information Technology, Linux, Information Security, Firewalls
Education
Univ of Phoenix, Online 2000 — 2002
Adam Fassnacht's Guggenheim Partners Experience April 2015 - Present
Job Credit transactions legal team
Industry Law Practice
Experience
Guggenheim Partners April 2015 - Present
Guggenheim Partners September 2012 - March 2015
Markel Corporation January 2011 - May 2011
Skills
Legal, Securities Regulation, Legal Writing, Corporate Law, Private Equity, Finance
Education
University of Richmond School of Law 2009 — 2012
J.D., Law
University of Virginia 2008 — 2009
M.S., Commerce: Financial Services
University of Virginia 2003 — 2007
B.A., Cognitive Science
Guggenheim Partners April 2015 - Present
Guggenheim Partners September 2012 - March 2015
Markel Corporation January 2011 - May 2011
Skills
Legal, Securities Regulation, Legal Writing, Corporate Law, Private Equity, Finance
Education
University of Richmond School of Law 2009 — 2012
J.D., Law
University of Virginia 2008 — 2009
M.S., Commerce: Financial Services
University of Virginia 2003 — 2007
B.A., Cognitive Science
Matthew Ozanich's Guggenheim Partners Experience February 2011 - Present
Job Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners February 2011 - Present
KeyBanc Capital Markets July 2009 - February 2011
KeyBanc Capital Markets July 2007 - June 2009
University of Rochester January 2007 - May 2007
Education
University of Rochester 2003 — 2007
BA
West Allegheny High School 1999 — 2003
Guggenheim Partners February 2011 - Present
KeyBanc Capital Markets July 2009 - February 2011
KeyBanc Capital Markets July 2007 - June 2009
University of Rochester January 2007 - May 2007
Education
University of Rochester 2003 — 2007
BA
West Allegheny High School 1999 — 2003
Daniel Budington's Guggenheim Partners Experience March 2013 - June 2014
Job EVP at Santander Holdings USA
Industry Financial Services
Experience
Santander Holdings USA June 2014 - Present
Guggenheim Partners March 2013 - June 2014
Deutsche Bank March 2009 - December 2012
Merrill Lynch June 2005 - March 2009
Bear Stearns June 2004 - June 2005
Stern Stewart & Co. June 2001 - June 2004
Progressive Strategies January 1998 - June 1999
Mercer Management Consulting January 1996 - January 1998
Skills
M&A experience, Acquisitions, Mergers, Investment Banking, Corporate Finance, IPO, Equity Capital Markets, Capital Markets, Private Equity, Regional Banks, Corporate Advisory, Consulting, Finance, Investments, Balance Sheet Review, Building Relationships, Idea Generation, Business Analytics, Financial Analysis, Valuation, Strategic Planning, Business Strategy, Mergers & Acquisitions, Equities, Financial Modeling, Hedge Funds, Equity Research, Investor Relations, Financial Services, Financial Advisory, Funding, Banking, Strategic Financial..., Executive Management, Strategy, Credit, Equity Valuation, Treasury Management, Capital Structure, Business Valuation, Securities, Private Placements, Due Diligence, Corporate Development, Financial Institutions, Fixed Income, Treasury, Credit Risk, Corporate Governance, ALM
Education
1999 — 2001
MBA, Finance
University of Vermont 1990 — 1994
BS, Business
Simsbury High Shcool 1988 — 1990
Dulaney High School 1986 — 1988
Santander Holdings USA June 2014 - Present
Guggenheim Partners March 2013 - June 2014
Deutsche Bank March 2009 - December 2012
Merrill Lynch June 2005 - March 2009
Bear Stearns June 2004 - June 2005
Stern Stewart & Co. June 2001 - June 2004
Progressive Strategies January 1998 - June 1999
Mercer Management Consulting January 1996 - January 1998
Skills
M&A experience, Acquisitions, Mergers, Investment Banking, Corporate Finance, IPO, Equity Capital Markets, Capital Markets, Private Equity, Regional Banks, Corporate Advisory, Consulting, Finance, Investments, Balance Sheet Review, Building Relationships, Idea Generation, Business Analytics, Financial Analysis, Valuation, Strategic Planning, Business Strategy, Mergers & Acquisitions, Equities, Financial Modeling, Hedge Funds, Equity Research, Investor Relations, Financial Services, Financial Advisory, Funding, Banking, Strategic Financial..., Executive Management, Strategy, Credit, Equity Valuation, Treasury Management, Capital Structure, Business Valuation, Securities, Private Placements, Due Diligence, Corporate Development, Financial Institutions, Fixed Income, Treasury, Credit Risk, Corporate Governance, ALM
Education
1999 — 2001
MBA, Finance
University of Vermont 1990 — 1994
BS, Business
Simsbury High Shcool 1988 — 1990
Dulaney High School 1986 — 1988
Eugene Hennelly's Guggenheim Partners Experience April 2015 - Present
Job Power and Utilities
Industry Financial Services
Experience
Guggenheim Partners April 2015 - Present
Con Edison 2008 - 2015
Ernst & Young 2007 - 2008
Skills
Problem Solving, Strategic Planning, Long Range Planning, Corporate Finance, Energy, Power Utilities, Project Management, Valuation, Communication, Financial Modeling, Microsoft Excel, PowerPoint, Strategy
Education
University of South Carolina - Darla Moore School of Business 2004 — 2008
BS, Finance, Economics, Spanish
Guggenheim Partners April 2015 - Present
Con Edison 2008 - 2015
Ernst & Young 2007 - 2008
Skills
Problem Solving, Strategic Planning, Long Range Planning, Corporate Finance, Energy, Power Utilities, Project Management, Valuation, Communication, Financial Modeling, Microsoft Excel, PowerPoint, Strategy
Education
University of South Carolina - Darla Moore School of Business 2004 — 2008
BS, Finance, Economics, Spanish
Raul Pomares's Guggenheim Partners Experience June 2005 - April 2010
Job Founder, Sonen Capital, LLC
Industry Financial Services
Experience
Sonen Capital, LLC October 2011 - Present
Springcreek Advisors, LLC May 2010 - September 2011
Guggenheim Partners June 2005 - April 2010
Navitas Ltd 2001 - 2004
Skills
Alternative Investments, Investments, Asset Management, Venture Capital, Portfolio Management, Asset Managment, Private Equity, Emerging Markets, Equities, Impact Investing, Investment Management, Wealth Management, Asset Allocation, Hedge Funds
Education
University of San Francisco 1991 — 1994
BS, International Business Management
Sonen Capital, LLC October 2011 - Present
Springcreek Advisors, LLC May 2010 - September 2011
Guggenheim Partners June 2005 - April 2010
Navitas Ltd 2001 - 2004
Skills
Alternative Investments, Investments, Asset Management, Venture Capital, Portfolio Management, Asset Managment, Private Equity, Emerging Markets, Equities, Impact Investing, Investment Management, Wealth Management, Asset Allocation, Hedge Funds
Education
University of San Francisco 1991 — 1994
BS, International Business Management
Phillip Laroche's Guggenheim Partners Experience October 2012 - Present
Job Associate at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners October 2012 - Present
Houlihan Lokey July 2009 - September 2012
UBS Wealth Management June 2008 - August 2008
Skills
Financial Modeling, Special Situations, Valuation, High Yield, Investment Banking, Capital Structure, Financial Analysis, Debt Restructuring, Restructuring, Due Diligence, Bloomberg, Capital IQ, Recapitalizations, DCF
Education
University of Pennsylvania - The Wharton School 2005 — 2009
B.S., Economics
Guggenheim Partners October 2012 - Present
Houlihan Lokey July 2009 - September 2012
UBS Wealth Management June 2008 - August 2008
Skills
Financial Modeling, Special Situations, Valuation, High Yield, Investment Banking, Capital Structure, Financial Analysis, Debt Restructuring, Restructuring, Due Diligence, Bloomberg, Capital IQ, Recapitalizations, DCF
Education
University of Pennsylvania - The Wharton School 2005 — 2009
B.S., Economics
Hayes Schildwachter's Guggenheim Partners Experience September 2013 - Present
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2013 - Present
Skills
Legal Writing
Education
University of Richmond Robins School of Business
Master of Business Administration (MBA)
University of Richmond School of Law
Doctor of Law (JD)
Vanderbilt University 2002 — 2006
Guggenheim Partners September 2013 - Present
Skills
Legal Writing
Education
University of Richmond Robins School of Business
Master of Business Administration (MBA)
University of Richmond School of Law
Doctor of Law (JD)
Vanderbilt University 2002 — 2006
Kimberly Panepinto's Guggenheim Partners Experience February 2009 - Present
Job Intern at VB/Research
Industry Financial Services
Experience
VB/Research January 2010 - Present
Guggenheim Partners February 2009 - Present
Surgical Specialists P.C. May 2008 - December 2008
Education
University of Pittsburgh 2008 — 2012
Bachelor of Science in Business Administration, Finance and Accounting
VB/Research January 2010 - Present
Guggenheim Partners February 2009 - Present
Surgical Specialists P.C. May 2008 - December 2008
Education
University of Pittsburgh 2008 — 2012
Bachelor of Science in Business Administration, Finance and Accounting
Neeraj Aggarwal's Guggenheim Partners Experience May 2014 - Present
Job Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2014 - Present
REDI Technologies July 2013 - May 2014
UBS July 2003 - July 2013
Lehman Brothers 2000 - 2003
Mphasis 1999 - 2000
Zensar 1997 - 1999
Skills
Trading Systems, PL/SQL, Market Data, Electronic Trading, Low Latency, Equity Derivatives, Equities, Exchange Connectivity, C++, Equity Trading, Perl, Multithreading, ETFs, Sybase, Trading System, High Frequency Trading, Trading, Options, Derivatives, Prime Brokerage, Investment Banking, Fixed Income
Education
University of Pune 1994 — 1997
MCA, Computer Science
MLN College YamunaNagar. Kurukshetra university 1991 — 1994
Bachelor of Science (BSc), Electronics
Guggenheim Partners May 2014 - Present
REDI Technologies July 2013 - May 2014
UBS July 2003 - July 2013
Lehman Brothers 2000 - 2003
Mphasis 1999 - 2000
Zensar 1997 - 1999
Skills
Trading Systems, PL/SQL, Market Data, Electronic Trading, Low Latency, Equity Derivatives, Equities, Exchange Connectivity, C++, Equity Trading, Perl, Multithreading, ETFs, Sybase, Trading System, High Frequency Trading, Trading, Options, Derivatives, Prime Brokerage, Investment Banking, Fixed Income
Education
University of Pune 1994 — 1997
MCA, Computer Science
MLN College YamunaNagar. Kurukshetra university 1991 — 1994
Bachelor of Science (BSc), Electronics
Catherine McDonnell's Guggenheim Partners Experience July 2014 - Present
Job Equity Research Sales at Guggenheim Partners
Industry Entertainment
Experience
Guggenheim Partners July 2014 - Present
Innovative Dining Group May 2013 - July 2014
Innovative Dining Group February 2012 - May 2013
Fox Television January 2011 - December 2011
ABC News January 2011 - June 2011
Showtime Networks Inc. May 2010 - August 2010
Singer Associates Public Relations and Public Affairs May 2007 - August 2009
Skills
Microsoft Office, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Final Cut Pro, Social Media, Event Planning, Illustrator, Acting, Editing, Film, Video Editing, Film Production, Public Speaking, Photography, Media Relations, Marketing, Blogging, Social Media Marketing
Education
University of Southern California 2011 — 2012
Master's degree, Communication Management, 3.7
University of Southern California 2008 — 2011
Bachelor of Arts (BA), Communication and Business, 3.7
Guggenheim Partners July 2014 - Present
Innovative Dining Group May 2013 - July 2014
Innovative Dining Group February 2012 - May 2013
Fox Television January 2011 - December 2011
ABC News January 2011 - June 2011
Showtime Networks Inc. May 2010 - August 2010
Singer Associates Public Relations and Public Affairs May 2007 - August 2009
Skills
Microsoft Office, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Final Cut Pro, Social Media, Event Planning, Illustrator, Acting, Editing, Film, Video Editing, Film Production, Public Speaking, Photography, Media Relations, Marketing, Blogging, Social Media Marketing
Education
University of Southern California 2011 — 2012
Master's degree, Communication Management, 3.7
University of Southern California 2008 — 2011
Bachelor of Arts (BA), Communication and Business, 3.7
Allen Williamson, CIMA's Guggenheim Partners Experience 2009 - Present
Job Managing Director, Head of Private Wealth at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments November 2012 - Present
Guggenheim Investments April 2009 - Present
Guggenheim Partners 2009 - Present
Nuveen Investments July 2000 - December 2005
Merrill Lynch January 1999 - August 2000
Education
University of South Carolina-Columbia 1972 — 1976
BS, International Studies
American School of Kuwait 1969 — 1972
Diploma
Guggenheim Investments November 2012 - Present
Guggenheim Investments April 2009 - Present
Guggenheim Partners 2009 - Present
Nuveen Investments July 2000 - December 2005
Merrill Lynch January 1999 - August 2000
Education
University of South Carolina-Columbia 1972 — 1976
BS, International Studies
American School of Kuwait 1969 — 1972
Diploma
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.