Guggenheim Partners, LLC
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. CEO: Mark Walter (2000–) Assets under management: 310 billion USD Founded: 1999 Founders: Mark Walter, Peter Lawson-Johnston II, J. Todd Morley, Dominic Curcio, Guggenheim family Headquarters: New York City, NY, Chicago, IL Subsidiaries: Prometheus Global Media,
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Guggenheim Partners, LLC Employees
Employee
Years
Job
Industry
Angela DiVello Angela DiVello's Guggenheim Partners, LLC Experience September 2013 - Present
Job Temporary Administrative Assistant at Guggenheim Partners, LLC
Industry Venture Capital & Private Equity
Experience
Guggenheim Partners, LLC September 2013 - Present
Pine Brook Road Partners January 2013 - September 2013
Il Bagatto March 2007 - March 2013
East End Ecology January 2012 - January 2013
Skills
Training, Outlook, Human Resources, Management, Customer Service, Marketing, Microsoft Excel, Sales, Microsoft Office, Office Administration, Invoicing, QuickBooks, Hospitality, Telephone Skills, Food & Beverage
Education
Hunter College 2004 — 2007
English Literature
Suffolk County Community College 2003 — 2004
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Long Island University, C.W. Post Campus 2001 — 2003
Guggenheim Partners, LLC September 2013 - Present
Pine Brook Road Partners January 2013 - September 2013
Il Bagatto March 2007 - March 2013
East End Ecology January 2012 - January 2013
Skills
Training, Outlook, Human Resources, Management, Customer Service, Marketing, Microsoft Excel, Sales, Microsoft Office, Office Administration, Invoicing, QuickBooks, Hospitality, Telephone Skills, Food & Beverage
Education
Hunter College 2004 — 2007
English Literature
Suffolk County Community College 2003 — 2004
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Long Island University, C.W. Post Campus 2001 — 2003
Yue(Luna) Yang Yue(Luna) Yang's Guggenheim Partners, LLC Experience February 2013 - May 2013
Job Accountant
Industry Accounting
Experience
Navigant August 2015 - Present
Guggenheim Partners LLC February 2013 - May 2013
TZG Accounting LLC March 2012 - September 2012
Bank of China June 2010 - September 2010
Suqian Fujian Real-estate Company June 2009 - September 2009
Jiangsu Fujian Group , Ltd. June 2008 - September 2008
Skills
Accounting, General Ledger, Financial Accounting, Microsoft Excel, Spreadsheets, Microsoft Office, Access, Corporate Finance, PowerPoint, Financial Analysis, Payroll, Basic Photoshop, Chinese, English, Financial statement..., Excel, Mandarin, Bank Reconciliation, G/L Reconciliations
Education
University of Illinois at Chicago 2011 — 2012
Master, MBA(Finance Concentration)
University of Illinois at Chicago 2009 — 2012
Master, Accounting
Central South University 2005 — 2009
BS, Accounting
Navigant August 2015 - Present
Guggenheim Partners LLC February 2013 - May 2013
TZG Accounting LLC March 2012 - September 2012
Bank of China June 2010 - September 2010
Suqian Fujian Real-estate Company June 2009 - September 2009
Jiangsu Fujian Group , Ltd. June 2008 - September 2008
Skills
Accounting, General Ledger, Financial Accounting, Microsoft Excel, Spreadsheets, Microsoft Office, Access, Corporate Finance, PowerPoint, Financial Analysis, Payroll, Basic Photoshop, Chinese, English, Financial statement..., Excel, Mandarin, Bank Reconciliation, G/L Reconciliations
Education
University of Illinois at Chicago 2011 — 2012
Master, MBA(Finance Concentration)
University of Illinois at Chicago 2009 — 2012
Master, Accounting
Central South University 2005 — 2009
BS, Accounting
Jason Ungar Jason Ungar's Guggenheim Partners, LLC Experience July 2011 - July 2013
Job Managing Director at Guggenheim Partners, LLC
Industry Financial Services
Experience
Guggenheim Partners, LLC July 2011 - July 2013
Gresham Investment Management, LLC December 2008 - June 2011
Ansbacher Investment Management, Inc. February 2006 - November 2008
Skills
Alternative Investments, Structured Products, Hedge Funds, Equities, Options Strategies, Commodity, Capital Markets, Investments, Options, Investment Management, Asset Allocation, Risk Management, Structured Finance, Asset Management, Hedging, Investment Advisory, Portfolio Management, Investment Strategies, Institutional..., Derivatives, Securities, Series 7, Mutual Funds, ETFs, Fund Of Funds, Series 63, Equity Derivatives, Financial Markets, Equity Trading, Wealth Management, Global Macro
Education
St. John's College 1986 — 1990
BA, Philosophy, Mathematics
Guggenheim Partners, LLC July 2011 - July 2013
Gresham Investment Management, LLC December 2008 - June 2011
Ansbacher Investment Management, Inc. February 2006 - November 2008
Skills
Alternative Investments, Structured Products, Hedge Funds, Equities, Options Strategies, Commodity, Capital Markets, Investments, Options, Investment Management, Asset Allocation, Risk Management, Structured Finance, Asset Management, Hedging, Investment Advisory, Portfolio Management, Investment Strategies, Institutional..., Derivatives, Securities, Series 7, Mutual Funds, ETFs, Fund Of Funds, Series 63, Equity Derivatives, Financial Markets, Equity Trading, Wealth Management, Global Macro
Education
St. John's College 1986 — 1990
BA, Philosophy, Mathematics
Robert Balter Robert Balter's Guggenheim Partners, LLC Experience January 2005 - November 2008
Job OWNER at ROBERT S. BALTER PC
Industry Legal Services
Experience
Robert S Balter, P.C. May 2009 - Present
The Private Family Office 2011 - 2013
Guggenheim Partners, LLC January 2005 - November 2008
AXA Advisors, LLC May 2001 - December 2004
Northwestern Mutual Life Insurance November 1999 - May 2001
Midatlantic Companies, LTD July 1991 - June 1998
Small Center City Law Firm January 1985 - July 1991
IRS Chief Counsel's Office, Washington, D.C. May 1983 - January 1985
Skills
Estate Planning, Wills, Will drafting, Income Tax, Tax Preparation, Tax Returns, Tax Accounting, Tax Audit Representation, Powers of Attorney, English, Listener, Health Care Proxies, Business Continuity..., Business Tax Planning, Trusts, Charitable Trusts, Charitable Gift Planning, Private Equity, Joint Ventures, Financial Planners, Real Estate, Litigation, Estate Law, Estate Tax Planning, Business Planning, Securities, Legal Writing, Corporate Governance, Mergers & Acquisitions, High Net Worth..., Corporate Law, Insurance, Accounting, Tax Law, Due Diligence, Investments, Tax, Estate Administration, Business Formation, LLC, Financial Planning
Education
Temple University - James E. Beasley School of Law 1982 — 1985
LL.M. (Tax), Estate and Gift Tax
Antitrust/Federal Practice University of Texas School of Law 1972 — 1974
Master of Laws, Tax, Estate Planning
University of Pittsburgh School of Law 1969 — 1972
J.D., Law
University of Pennsylvania 1965 — 1969
B.A., Political Science
Robert S Balter, P.C. May 2009 - Present
The Private Family Office 2011 - 2013
Guggenheim Partners, LLC January 2005 - November 2008
AXA Advisors, LLC May 2001 - December 2004
Northwestern Mutual Life Insurance November 1999 - May 2001
Midatlantic Companies, LTD July 1991 - June 1998
Small Center City Law Firm January 1985 - July 1991
IRS Chief Counsel's Office, Washington, D.C. May 1983 - January 1985
Skills
Estate Planning, Wills, Will drafting, Income Tax, Tax Preparation, Tax Returns, Tax Accounting, Tax Audit Representation, Powers of Attorney, English, Listener, Health Care Proxies, Business Continuity..., Business Tax Planning, Trusts, Charitable Trusts, Charitable Gift Planning, Private Equity, Joint Ventures, Financial Planners, Real Estate, Litigation, Estate Law, Estate Tax Planning, Business Planning, Securities, Legal Writing, Corporate Governance, Mergers & Acquisitions, High Net Worth..., Corporate Law, Insurance, Accounting, Tax Law, Due Diligence, Investments, Tax, Estate Administration, Business Formation, LLC, Financial Planning
Education
Temple University - James E. Beasley School of Law 1982 — 1985
LL.M. (Tax), Estate and Gift Tax
Antitrust/Federal Practice University of Texas School of Law 1972 — 1974
Master of Laws, Tax, Estate Planning
University of Pittsburgh School of Law 1969 — 1972
J.D., Law
University of Pennsylvania 1965 — 1969
B.A., Political Science
Paul McKibbin Paul McKibbin's Guggenheim Partners, LLC Experience December 2003 - February 2007
Job Managing Partner, Family Office Metrics
Industry Management Consulting
Experience
Family Office Metrics, LLC January 2007 - Present
Shaking the Tree Productions June 2000 - Present
The Family Firm Institute October 2010 - August 2013
Guggenheim Partners, LLC December 2003 - February 2007
Private Family Networks, Inc. June 2000 - December 2003
SEI Investments, Family Wealth November 1990 - April 2000
Skills
Private Equity, Risk Management, Family Business, Operations Management, Information Architecture, Family Office, Risk Assessment, Systems Selection and..., Venture Capital, Wealth Management, Corporate Development, Investments, Asset Managment, Integration, Alternative Investments, Mergers, Management, Due Diligence, Investment Management, Hedge Funds, Accounting, Asset Allocation, Wealth Management..., Mergers & Acquisitions, Investment Banking, Restructuring, Strategic Consulting, Start-ups, Investor Relations, Asset Management, Angel Investing, Financial Advisory, Strategy, Executive Management, M&A experience, IPO, Corporate Governance, Consulting, Financial Structuring, Capital Markets
Education
University of Pennsylvania 1994 — 1997
MS
University of Pennsylvania 1976 — 1981
BA
Family Office Metrics, LLC January 2007 - Present
Shaking the Tree Productions June 2000 - Present
The Family Firm Institute October 2010 - August 2013
Guggenheim Partners, LLC December 2003 - February 2007
Private Family Networks, Inc. June 2000 - December 2003
SEI Investments, Family Wealth November 1990 - April 2000
Skills
Private Equity, Risk Management, Family Business, Operations Management, Information Architecture, Family Office, Risk Assessment, Systems Selection and..., Venture Capital, Wealth Management, Corporate Development, Investments, Asset Managment, Integration, Alternative Investments, Mergers, Management, Due Diligence, Investment Management, Hedge Funds, Accounting, Asset Allocation, Wealth Management..., Mergers & Acquisitions, Investment Banking, Restructuring, Strategic Consulting, Start-ups, Investor Relations, Asset Management, Angel Investing, Financial Advisory, Strategy, Executive Management, M&A experience, IPO, Corporate Governance, Consulting, Financial Structuring, Capital Markets
Education
University of Pennsylvania 1994 — 1997
MS
University of Pennsylvania 1976 — 1981
BA
Bohdan Ozaruk Bohdan Ozaruk's Guggenheim Partners, LLC Experience 2013 - 2014
Job Of Counsel at Jones Morrison, LLP
Industry Law Practice
Experience
Jones Morrison, LLP July 2015 - Present
New York Guard 2009 - Present
Guggenheim Partners LLC 2013 - 2014
US Securities and Exchange Commission 1989 - 2013
Kings County District Attorneys Office 1982 - 1989
Skills
Securities Regulation, Legal Writing, Securities, Litigation, Courts, Legal Research, Regulatory Compliance, FCPA, Anti Money Laundering, Securities Litigation, Enforcement, Corporate Governance, Private Investigations, AML, Internal Investigations, Fraud, Commercial Litigation, Trials, Appeals, Investments, Civil Litigation, Law Enforcement, Government, SEC, Criminal Law, Investigation, Corporate Law
Education
New England School of Law
Juris Doctor (J.D.), Law
State University of New York at Buffalo
Bachelor's Degree, Political Science and Government
Jones Morrison, LLP July 2015 - Present
New York Guard 2009 - Present
Guggenheim Partners LLC 2013 - 2014
US Securities and Exchange Commission 1989 - 2013
Kings County District Attorneys Office 1982 - 1989
Skills
Securities Regulation, Legal Writing, Securities, Litigation, Courts, Legal Research, Regulatory Compliance, FCPA, Anti Money Laundering, Securities Litigation, Enforcement, Corporate Governance, Private Investigations, AML, Internal Investigations, Fraud, Commercial Litigation, Trials, Appeals, Investments, Civil Litigation, Law Enforcement, Government, SEC, Criminal Law, Investigation, Corporate Law
Education
New England School of Law
Juris Doctor (J.D.), Law
State University of New York at Buffalo
Bachelor's Degree, Political Science and Government
Peter Popov's Guggenheim Partners, LLC Experience September 2011 - January 2012
Job Operations Specialist Healthcare Services at Henry Schein
Industry Financial Services
Experience
Henry Schein, Inc. December 2013 - Present
RFT, LLC January 2013 - December 2013
Tunstall AMAC January 2012 - December 2012
Guggenheim Partners, LLC September 2011 - January 2012
CBS Corporation January 2011 - August 2011
Broadridge Financial Solutions June 2009 - January 2011
Skills
Analysis, Management, Sourcing, Team Management, Team Building, Operations Management, Business Analysis, Risk Management, Process Improvement, Project Management, Program Management, Budgets, Financial Analysis, Project Planning, Finance, Team Leadership, Strategic Planning, Management Consulting, Inventory Management, Software Documentation, Performance Management, Account Management, Strategic Sourcing, Microsoft Excel, Financial Reporting, Access, Banking, Data Analysis, Vendor Management
Education
Hofstra University 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
B.S., Finance
Henry Schein, Inc. December 2013 - Present
RFT, LLC January 2013 - December 2013
Tunstall AMAC January 2012 - December 2012
Guggenheim Partners, LLC September 2011 - January 2012
CBS Corporation January 2011 - August 2011
Broadridge Financial Solutions June 2009 - January 2011
Skills
Analysis, Management, Sourcing, Team Management, Team Building, Operations Management, Business Analysis, Risk Management, Process Improvement, Project Management, Program Management, Budgets, Financial Analysis, Project Planning, Finance, Team Leadership, Strategic Planning, Management Consulting, Inventory Management, Software Documentation, Performance Management, Account Management, Strategic Sourcing, Microsoft Excel, Financial Reporting, Access, Banking, Data Analysis, Vendor Management
Education
Hofstra University 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
B.S., Finance
Eldridge Bolin Eldridge Bolin's Guggenheim Partners, LLC Experience December 2012 - Present
Job Network Implementation Engineer at Guggenheim Partners, LLC
Industry Information Technology and Services
Experience
Guggenheim Partners, LLC December 2012 - Present
Sentinel Technologies September 2012 - November 2012
NewNet Communication Technologies February 2009 - July 2012
Education
Northern Illinois University
Bachelor of Science, Operations Management & Information Systems
Guggenheim Partners, LLC December 2012 - Present
Sentinel Technologies September 2012 - November 2012
NewNet Communication Technologies February 2009 - July 2012
Education
Northern Illinois University
Bachelor of Science, Operations Management & Information Systems
Eric Hurckes, CPA's Guggenheim Partners, LLC Experience May 2006 - Present
Job Managing Director, Controller at Guggenheim Partners, LLC
Industry Financial Services
Experience
Guggenheim Partners, LLC May 2006 - Present
Heartland Home Finance February 2004 - April 2006
RBC Mortgage 1998 - 2004
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Finance, Accounting, SEC filings, Forecasting, Sarbanes-Oxley Act, Mergers & Acquisitions, Risk Management, Auditing, Business Analysis, Financial Accounting, Process Improvement, Cash Management, Budgets, Strategic Planning, Access, Strategic Financial..., Microsoft Excel
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
Bachelor of Science (B.S.), Accounting
Guggenheim Partners, LLC May 2006 - Present
Heartland Home Finance February 2004 - April 2006
RBC Mortgage 1998 - 2004
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Finance, Accounting, SEC filings, Forecasting, Sarbanes-Oxley Act, Mergers & Acquisitions, Risk Management, Auditing, Business Analysis, Financial Accounting, Process Improvement, Cash Management, Budgets, Strategic Planning, Access, Strategic Financial..., Microsoft Excel
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
Bachelor of Science (B.S.), Accounting
Craig Ball's Guggenheim Partners, LLC Experience November 2003 - September 2008
Job Manager of Financial Planning and Analysis at Orchard First Source
Industry Accounting
Experience
Orchard First Source November 2014 - Present
Guggenheim Partners March 2009 - November 2014
Guggenheim aero Finance Company, LLC October 2008 - March 2009
Guggenheim Partners, LLC November 2003 - September 2008
JPMorgan Chase August 2002 - November 2003
Deloitte August 1999 - August 2002
Skills
Hyperion, Comshare, Great Plains, Finance, GAAP, Great Plains Software, Hyperion Enterprise, Auditing, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Modeling, Internal Controls, Financial Reporting, Financial Analysis, Management, Forecasting, Financial Planning
Education
Northern Illinois University - College of Business 1995 — 1999
BS, Accountancy
Orchard First Source November 2014 - Present
Guggenheim Partners March 2009 - November 2014
Guggenheim aero Finance Company, LLC October 2008 - March 2009
Guggenheim Partners, LLC November 2003 - September 2008
JPMorgan Chase August 2002 - November 2003
Deloitte August 1999 - August 2002
Skills
Hyperion, Comshare, Great Plains, Finance, GAAP, Great Plains Software, Hyperion Enterprise, Auditing, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Modeling, Internal Controls, Financial Reporting, Financial Analysis, Management, Forecasting, Financial Planning
Education
Northern Illinois University - College of Business 1995 — 1999
BS, Accountancy
Angelina Robinson's Guggenheim Partners, LLC Experience September 2013 - Present
Job Director of Development and Construction at Guggenheim Partners, LLC
Industry Design
Experience
Guggenheim Partners, LLC September 2013 - Present
GHA Architecture / Development May 2011 - September 2013
GreenbergFarrow January 2007 - May 2011
City of Mansfield, Texas November 2002 - December 2006
University of Texas at Arlington August 2002 - December 2004
Transamerica, Executive Resources January 2000 - October 2001
Skills
Entitlements, Permitting, Zoning, AutoCAD, Microsoft Office, Real Estate Development, Site Planning, Strategic Planning, Budgets, Mixed-use, Construction, Management, Commercial Real Estate, Project Management, Municipalities, Due Diligence, Proposal Writing, Site Development, Construction Management
Education
The University of Texas at Arlington 2002 — 2004
Master's, Public Administration
Guggenheim Partners, LLC September 2013 - Present
GHA Architecture / Development May 2011 - September 2013
GreenbergFarrow January 2007 - May 2011
City of Mansfield, Texas November 2002 - December 2006
University of Texas at Arlington August 2002 - December 2004
Transamerica, Executive Resources January 2000 - October 2001
Skills
Entitlements, Permitting, Zoning, AutoCAD, Microsoft Office, Real Estate Development, Site Planning, Strategic Planning, Budgets, Mixed-use, Construction, Management, Commercial Real Estate, Project Management, Municipalities, Due Diligence, Proposal Writing, Site Development, Construction Management
Education
The University of Texas at Arlington 2002 — 2004
Master's, Public Administration
Alexis Fojo's Guggenheim Partners, LLC Experience July 2007 - October 2008
Job Ski Patrol at Copper Mountain Resort
Industry Sports
Experience
Copper Mountain Resort September 2014 - Present
AIMCO August 2011 - October 2014
NEON, Inc. April 2011 - August 2011
Colorado Youth at Risk August 2010 - March 2011
J. Herzog & Sons February 2010 - January 2011
Pearl Street Grill February 2009 - February 2010
Guggenheim Partners LLC July 2007 - October 2008
MassMutual June 2004 - April 2007
MassMutual June 2004 - April 2007
MassMutual June 2004 - April 2007
Skills
Customer Service, Public Speaking, Sales, Editing, Insurance, Telephone Skills, Training, File Management, Real Estate, Marketing, Customer Satisfaction, Event Planning, Retail, Marketing Strategy, Time Management, Leadership, Contract Negotiation, Management, Microsoft Office, Event Management
Education
DePaul University 2002 — 2004
Bachelors, Communications : Marketing/PR Event Planning
Carroll College 2000 — 2002
BA, Communications
Copper Mountain Resort September 2014 - Present
AIMCO August 2011 - October 2014
NEON, Inc. April 2011 - August 2011
Colorado Youth at Risk August 2010 - March 2011
J. Herzog & Sons February 2010 - January 2011
Pearl Street Grill February 2009 - February 2010
Guggenheim Partners LLC July 2007 - October 2008
MassMutual June 2004 - April 2007
MassMutual June 2004 - April 2007
MassMutual June 2004 - April 2007
Skills
Customer Service, Public Speaking, Sales, Editing, Insurance, Telephone Skills, Training, File Management, Real Estate, Marketing, Customer Satisfaction, Event Planning, Retail, Marketing Strategy, Time Management, Leadership, Contract Negotiation, Management, Microsoft Office, Event Management
Education
DePaul University 2002 — 2004
Bachelors, Communications : Marketing/PR Event Planning
Carroll College 2000 — 2002
BA, Communications
Chelsea Green's Guggenheim Partners, LLC Experience September 2011 - March 2012
Job Chief Operating Officer
Industry Legal Services
Experience
Klemchuk LLP March 2012 - Present
Guggenheim Partners, LLC September 2011 - March 2012
Klemchuk Kubasta LLP March 2010 - August 2011
Premier Communities May 2009 - March 2010
Opus May 2006 - April 2009
Skills
Leadership, Operations Management, Business Planning, Change Management, Negotiation
Education
The University of Texas at Austin 2002 — 2006
Bachelor's, Psychology/Business with Honors
Klemchuk LLP March 2012 - Present
Guggenheim Partners, LLC September 2011 - March 2012
Klemchuk Kubasta LLP March 2010 - August 2011
Premier Communities May 2009 - March 2010
Opus May 2006 - April 2009
Skills
Leadership, Operations Management, Business Planning, Change Management, Negotiation
Education
The University of Texas at Austin 2002 — 2006
Bachelor's, Psychology/Business with Honors
Luisa Casado's Guggenheim Partners, LLC Experience June 2012 - August 2012
Job Compliance Associate
Industry Financial Services
Experience
Itaú Unibanco January 2013 - September 2015
Guggenheim Partners, LLC June 2012 - August 2012
MF Global, Employee Conflicts Group June 2011 - July 2011
AllianceBernstein January 2005 - April 2011
AllianceBernstein, Legal & Compliance January 2005 - April 2011
AMC/Target Corporation March 2003 - April 2004
MCI WorldCom April 2000 - December 2002
Skills
Compliance, Hedge Funds, Bloomberg, Investments, Series 63, FINRA, Alternative Investments, Equities, Series 7, Trading, Fixed Income, Charles River IMS, Email Surveillance
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
Professoinal Certificate, Finance & Investment Certificate
Long Island University, C.W. Post Campus 1992 — 1994
Bachelor of Arts (B.A.)
Itaú Unibanco January 2013 - September 2015
Guggenheim Partners, LLC June 2012 - August 2012
MF Global, Employee Conflicts Group June 2011 - July 2011
AllianceBernstein January 2005 - April 2011
AllianceBernstein, Legal & Compliance January 2005 - April 2011
AMC/Target Corporation March 2003 - April 2004
MCI WorldCom April 2000 - December 2002
Skills
Compliance, Hedge Funds, Bloomberg, Investments, Series 63, FINRA, Alternative Investments, Equities, Series 7, Trading, Fixed Income, Charles River IMS, Email Surveillance
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
Professoinal Certificate, Finance & Investment Certificate
Long Island University, C.W. Post Campus 1992 — 1994
Bachelor of Arts (B.A.)
Brian Flueckiger's Guggenheim Partners, LLC Experience May 2009 - Present
Job Vice President of Tax at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners LLC May 2009 - Present
Deloitte Tax LLP September 2003 - May 2009
Skills
Private Equity, Hedge Funds, Compliance, Tax, Fund Of Funds, Tax Returns, Financial Reporting, Partnership Taxation, Investments, Account Reconciliation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2008
M.S., Taxation
Indiana University - Kelley School of Business 1998 — 2002
B.S, Accounting and Finance
Guggenheim Partners LLC May 2009 - Present
Deloitte Tax LLP September 2003 - May 2009
Skills
Private Equity, Hedge Funds, Compliance, Tax, Fund Of Funds, Tax Returns, Financial Reporting, Partnership Taxation, Investments, Account Reconciliation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2008
M.S., Taxation
Indiana University - Kelley School of Business 1998 — 2002
B.S, Accounting and Finance
Alex Liker's Guggenheim Partners, LLC Experience December 2009 - September 2014
Job Director and Senior Counsel Investments at EquiTrust Life Insurance Company
Industry Financial Services
Experience
EquiTrust Life Insurance Company October 2014 - Present
Guggenheim Partners, LLC December 2009 - September 2014
Katten Muchin Rosenman LLP September 2004 - December 2009
Much Shelist 2003 - 2004
Altheimer & Gray 2001 - 2003
Skills
Litigation, Legal Research, Legal Writing, Corporate Law, Commercial Litigation, Securities Regulation, Civil Litigation, Securities, Corporate Governance
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1998 — 2001
JD
Loyola University of Chicago 1994 — 1998
BS, Criminal Justice
EquiTrust Life Insurance Company October 2014 - Present
Guggenheim Partners, LLC December 2009 - September 2014
Katten Muchin Rosenman LLP September 2004 - December 2009
Much Shelist 2003 - 2004
Altheimer & Gray 2001 - 2003
Skills
Litigation, Legal Research, Legal Writing, Corporate Law, Commercial Litigation, Securities Regulation, Civil Litigation, Securities, Corporate Governance
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1998 — 2001
JD
Loyola University of Chicago 1994 — 1998
BS, Criminal Justice
Richard Eppley's Guggenheim Partners, LLC Experience Key Vice President and Department HeadJP Morgan1969 - 1987
Job Managing Director at Guggenheim Partners, LLC
Industry Financial Services
Experience
Guggenheim Partners, LLC Key Vice President and Department HeadJP Morgan1969 - 1987
Education
University of Michigan - Stephen M. Ross School of Business 1962 — 1966
BBA, MBA, Finance
Guggenheim Partners, LLC Key Vice President and Department HeadJP Morgan1969 - 1987
Education
University of Michigan - Stephen M. Ross School of Business 1962 — 1966
BBA, MBA, Finance
James Foorman's Guggenheim Partners, LLC Experience February 2001 - Present
Job Senior General Counsel at Guggenheim Partners, LLC
Industry Financial Services
Experience
Guggenheim Partners, LLC February 2001 - Present
Education
UCLA School of Law 1971 — 1974
J.D., Law
Yale University
B.A., Economics
Guggenheim Partners, LLC February 2001 - Present
Education
UCLA School of Law 1971 — 1974
J.D., Law
Yale University
B.A., Economics
Nicole Sisto's Guggenheim Partners, LLC Experience 2004 - Present
Job Compliance at Guggenheim Partners, LLC
Industry Financial Services
Experience
Guggenheim Partners, LLC 2004 - Present
Skills
Microsoft Excel, Financial Analysis, Customer Service, Risk Management, Finance, Project Management, Strategic Planning, Portfolio Management, Sales, Financial Modeling
Education
DePaul University
Marketing
Guggenheim Partners, LLC 2004 - Present
Skills
Microsoft Excel, Financial Analysis, Customer Service, Risk Management, Finance, Project Management, Strategic Planning, Portfolio Management, Sales, Financial Modeling
Education
DePaul University
Marketing
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.