Guggenheim Securities

Industry: Financial services company

Description

Guggenheim 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 Securities Employees

Employee
Years
Job
Industry
Christopher P. Bertoldo Christopher P. Bertoldo Greater New York City Area Details
Christopher P. Bertoldo's Guggenheim Securities Experience June 2013 - September 2015
Job Owner of Sea Bright Board Co., LLC
Industry Venture Capital & Private Equity
Experience
Sea Bright Board Co., LLC   October 2012 - Present
Guggenheim Securities   June 2013 - September 2015
Point Capital Markets   December 2011 - May 2013
Point Capital Partners  November 2011 - May 2013
MF Global  March 2011 - November 2011
Bank of America  May 2003 - May 2010
Dean Witter Intercapital  1996 - 1999

Skills
Hedge Funds, Equities, Equity Derivatives, Proprietary Trading, Asset Managment, Capital Markets, Options, Equity Trading, Derivatives, Trading, Fixed Income, Building Relationships, Social Skills, Program Trading

Education
Boston College   1992 — 1996
Bachelor of Science (BS) Carroll School of Management, Finance Major, Accounting Major, English Minor

Christian Brothers Academy   1988 — 1992
Highschool

Brian Curcio Brian Curcio Chicago, Illinois Details
Brian Curcio's Guggenheim Securities Experience May 2012 - September 2012
Job Student at Amherst College
Industry Financial Services
Experience
Heniff Transportation Systems, LLC  May 2015 - Present
Guggenheim Partners  May 2014 - August 2014
Guggenheim Partners  May 2013 - September 2013
Guggenheim Securities   May 2012 - September 2012

Skills
Financial Modeling, Bloomberg Terminal, Derivatives, Economics, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Python, Outlook

Education
Amherst College   2013 — 2017
Bachelor's Degree, Mathematics

Anantha Ramamurti Anantha Ramamurti San Francisco Bay Area Details
Anantha Ramamurti's Guggenheim Securities Experience November 2009 - April 2010
Job Vice President, Technology Investment Banking at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  February 2013 - Present
Deutsche Bank  May 2010 - February 2013
Guggenheim Securities   November 2009 - April 2010
Taco Bell Corporation  January 2009 - November 2009
Deutsche Bank  June 2008 - August 2008
Quartics  July 2005 - June 2008
Texas Instruments  June 2003 - July 2005
Conexant  March 1998 - June 2003

Skills
Investment Banking, Financial Modeling, Competitive Analysis, Cross-functional Team..., Product Management, Mergers, Valuation, Strategy, Financial Analysis, Business Strategy, Start-ups, Due Diligence, Venture Capital, Project Management, Product Development, Corporate Development, Business Development, Program Management, Private Equity, Corporate Finance

Education
UCLA Anderson School of Management   2006 — 2009
M.B.A. (Honors), Finance

University of Pittsburgh   1996 — 1998
M.S. (Honors), Electrical Engineering

Birla Institute of Technology and Science, Pilani   1992 — 1996
B.E. (Honors), Instrumentation

Chuck Caswell Chuck Caswell Greater Denver Area Details
Chuck Caswell's Guggenheim Securities Experience 2012 - 2013
Job President and Founder, Caswell Risk Advisory, LLC
Industry Financial Services
Experience
Caswell Risk Advisory, LLC   May 2010 - Present
Guggenheim Securities   2012 - 2013
United Western Bank  2010 - 2010
Native American Bank  2008 - 2010
First Charter Bank  2005 - 2007
Integra Bank  2002 - 2005
RBC Bank - RBC Centura Banks, Inc. - Centura Banks, Inc.   1997 - 2002
CoBank  1993 - 1997
Sanwa Business Credit Corporation  1987 - 1993

Skills
Portfolio Management, Banking, Finance, Loans, Derivatives, Investments, Commercial Banking, Mergers, Financial Structuring, Commercial Lending, Treasury Management, Financial Analysis, Interest Rate Risk..., Funding, Capital Markets, Credit, Hedging, Liquidity Management, Investor Relations, Strategic Planning, Fixed Income, Treasury, Enterprise Risk..., Series 63, Series 7, Risk Management, Financial Risk, Private Equity, Financial Services, Equities, Structured Finance, Executive Management, Management

Education
University of Illinois at Urbana-Champaign - College of Business   1985 — 1987
Master of Science, Finance

Indiana University Bloomington
Economics - Fellowship

University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, With Honors, Economics

Karen Leparulo Karen Leparulo Saint Charles, Illinois Details
Karen Leparulo's Guggenheim Securities Experience July 2010 - December 2011
Job President, LEPARULO CONSULTING
Industry Financial Services
Experience
Leparulo Consulting   January 2015 - Present
Security Benefit  March 2012 - November 2014
Guggenheim Securities   July 2010 - December 2011
Van Kampen Consulting   October 2000 - July 2010

Skills
Training, Relationship Management, Public Speaking, Sales Process, Financial Services, Project Management, Consulting, Leadership, Management, National Speaker, Practice Management, Broadcast Television

Education
Gordon College
Bachelor of Arts (B.A.), Psychology

Hayes Ashcraft Hayes Ashcraft Atlanta, Georgia Details
Hayes Ashcraft's Guggenheim Securities Experience November 2013 - Present
Job Associate at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities   November 2013 - Present
SunTrust Robinson Humphrey  June 2013 - November 2013
SunTrust Robinson Humphrey  June 2010 - June 2013
Porter Orlin LLC   June 2009 - July 2009

Skills
Investment Banking, M&A experience, Acquisition Financing, Financial Modeling, Financial Analysis, Valuation, DCF, LBO, Capital Markets, Corporate Finance, Series 7, Series 79, Series 63, Bloomberg, Capital IQ, Merger Market, Investments, Divestitures, Acquisitions

Education
Washington and Lee University   2006 — 2010
Bachelor of Business Administration (BBA), Finance

Universidad Pablo de Olavide
International Business Program

Lucas Pegg Lucas Pegg Fort Lauderdale, Florida Details
Lucas Pegg's Guggenheim Securities Experience August 2015 - August 2015
Job Student at University of Florida
Industry Financial Services
Experience
Guggenheim Securities   August 2015 - August 2015
Landmark Enterprises, Inc.   May 2015 - July 2015
Greystar  June 2015 - June 2015
Twin Rivers Capital   June 2015 - June 2015
Hillwood  June 2015 - June 2015
JL Woode   May 2015 - May 2015
Chaparral Boats   May 2014 - July 2014
Comfort Medical   July 2013 - August 2013
Arriva Medical  May 2013 - July 2013

Skills
Microsoft Office, Microsoft Word, Marketing, Social Media, Social Media Marketing, Sales, Facebook, Microsoft Excel, Teamwork, Time Management

Education
University of Florida   2012 — 2016
Bachelor’s Degree, Finance, 3.90/4.00

Saint Thomas Aquinas   2008 — 2012

Kenny Nickens Kenny Nickens Atlanta, Georgia Details
Kenny Nickens's Guggenheim Securities Experience August 2013 - Present
Job Analyst at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities   August 2013 - Present
Merrill Lynch  June 2012 - August 2012

Skills
Microsoft Office

Education
University of Pennsylvania   2009 — 2013
B.A., Economics

Leon

Marshall Coltrain Marshall Coltrain New York, New York Details
Marshall Coltrain's Guggenheim Securities Experience October 2013 - Present
Job Associate at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   October 2013 - Present

Education
Georgetown University
Bachelor of Arts (BA), Political Science and Government

The American University in Cairo

Universitat Pompeu Fabra

Linfield
High School Diploma

Sae-kyoung Lee Sae-kyoung Lee New York, New York Details
Sae-kyoung Lee's Guggenheim Securities Experience May 2013 - Present
Job Associate at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities   May 2013 - Present
Barclays  July 2012 - May 2013
Accenture  August 2005 - August 2010

Education
New York University, Stern School of Business   2010 — 2012
Master of Business Administration (M.B.A.), Finance / Accounting

Cornell University   2001 — 2005
Bachelor of Science (BS), Mathematics / Economics

Rachel Hernandez Rachel Hernandez New York, New York Details
Rachel Hernandez's Guggenheim Securities Experience June 2013 - April 2014
Job Catering Coordinator at CPS Events at The Plaza
Industry Hospitality
Experience
CPS Events at The Plaza  April 2014 - Present
Guggenheim Securities   June 2013 - April 2014
Guggenheim Partners  November 2011 - June 2013
Richard Sandoval Restaurants - Tamayo Zengo La Sandia  May 2011 - October 2011
Bowlmor Time Square   November 2010 - May 2011
Aramark Sports and Entertainment  May 2010 - October 2010
Sheraton City Center Hotel   May 2008 - May 2010
Insurance Services Office  2006 - 2008

Skills
Microsoft Office 2007, Hospitality, Hotels, Event Management, PowerPoint, Microsoft Excel, Customer Service, Event Planning, Food & Beverage, Microsoft Word, Microsoft Office, Windows, Teamwork, Inventory Management, Outlook, Sales, Social Media, Budgets, Human Resources, Office Administration, Time Management, Recruiting

Education
Temple University   2006 — 2010
Bachelor of Science, Tourism and Hospitality

Melina Robbana Melina Robbana Greater New York City Area Details
Melina Robbana's Guggenheim Securities Experience May 2013 - April 2014
Job Higher Education Director, Finance & Retail Professional
Industry Education Management
Experience
Columbia Business School  May 2014 - Present
Guggenheim Securities   May 2013 - April 2014
Financo, LLC   July 2012 - May 2013
Credit Suisse  June 2005 - April 2010

Skills
Investment Banking, Investments, Private Equity, Mergers, Capital Markets, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Corporate Finance, Bloomberg, Business Strategy, Emerging Markets, Project Management, Series 7, Series 63, Microsoft Office, Financial Structuring, Mergers & Acquisitions

Education
Columbia University - Columbia Business School   2010 — 2012
MBA, Finance, General

Georgetown University   2001 — 2004
B.A., English Literature, Government, Cum Laude

Chris Pillsbury Chris Pillsbury Boston, Massachusetts Details
Chris Pillsbury's Guggenheim Securities Experience November 2013 - Present
Job Sales and Trading Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   November 2013 - Present
DeMatteo Monness LLC  December 2011 - November 2013
MF Global  July 2011 - November 2011
Theory Capital   September 2009 - February 2011
Bank of America  April 2005 - February 2009
J.P. Morgan   June 2002 - March 2005
Goldman Sachs  March 1999 - May 2002

Skills
Equities, Trading, Hedge Funds, Investment Sales, Asset Management, Fixed Income, Trade Compliance, Settlement, Portfolio Management, Financial Analysis, Prime Brokerage, Securities Lending, Fund Administration, Fundamental Analysis, Equity Trading, Electronic Trading, Bloomberg, Capital Markets, Alternative Investments

Education
Harvard University   1989 — 1993
Bachelor of Arts (Economics), Economics

Wilton High School   1985 — 1989

Xander Snyder Xander Snyder Berkeley, California Details
Xander Snyder's Guggenheim Securities Experience October 2011 - June 2013
Job CFO & Cofounder, Persistent Efficiency
Industry Environmental Services
Experience
Persistent Efficiency   May 2014 - Present
Independent  September 2013 - Present
Guggenheim Securities   October 2011 - June 2013
Wells Fargo Securities  August 2010 - October 2011

Skills
Financial Analysis, Financial Modeling, LBO, M&A experience, M&A execution, M&A analysis, Real Estate Transactions, Real Estate Investor, Economics, Capital Markets, Venture Capital, Fundraising, Fundamental Analysis, Accretion/dilution, Financial Accounting, Social Media Consulting, Blogging, Economic Data Analysis, Presentation Design, Presentation Development, Valuation, Due Diligence, Equities, Investment Banking, Music Theory, Music History, Social Media, Economic Research

Education
Cornell University   2005 — 2009
BS, Economics, Music

Cornell University   2005 — 2009
Bachelor's degree, Economics

Crescenta Valley

Crescenta Valley

Eugene Chang Eugene Chang New York, New York Details
Eugene Chang's Guggenheim Securities Experience July 2014 - Present
Job Investment Banking Analyst at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities   July 2014 - Present
Caisse de dépôt et placement du Québec   July 2013 - August 2013
Morgan Stanley  June 2013 - July 2013
Global Capital Markets -- Glory Fund Asia Subsidiary   July 2012 - August 2012
Ernst & Young  June 2011 - July 2011

Skills
Mandarin, Microsoft Excel, Financial Modeling, Finance, Microsoft Office, CSS, Investment Banking, Investments, Economics, Internal Controls

Education
University of Virginia   2010 — 2014
Bachelor of Science (B.S.)

Fudan University   2012 — 2012
International Summer Program

Shanghai American School   2006 — 2010
High School Diploma

Brady Muir Brady Muir San Francisco Bay Area Details
Brady Muir's Guggenheim Securities Experience August 2011 - March 2015
Job Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc.  March 2015 - Present
Guggenheim Securities   August 2011 - March 2015
Robert W. Baird & Co.   July 2007 - May 2011
Morgan Stanley  September 1996 - June 2007
Norrell  January 1993 - August 1996

Skills
Series 7, Series 63, Series 55, Series 3, FINRA, Trading, Derivatives, Equities, Investments, Alternative Investments, Bloomberg, Capital Markets, Electronic Trading, Hedge Funds, Fixed Income, Investment Banking, Securities

Education
Michigan State University   1990 — 1993

Rochester Adams High School   1987 — 1989

Ball State University

Sarah Wojciechowski Sarah Wojciechowski West Palm Beach, Florida Area Details
Sarah Wojciechowski's Guggenheim Securities Experience June 2013 - August 2013
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  August 2015 - Present
Guggenheim Investments  August 2014 - Present
Guggenheim Securities   June 2013 - August 2013
Taplin, Canida & Habacht   May 2012 - August 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Modeling, Bloomberg, Valuation, Customer Service, Access, Financial Analysis, Social Media, Fixed Income, Finance, Risk Management

Education
University of Iowa - Henry B. Tippie College of Business   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

David Paulzak David Paulzak New York, New York Details
David Paulzak's Guggenheim Securities Experience June 2014 - Present
Job Restructuring Analyst at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities   June 2014 - Present
ING Capital, LLC  April 2014 - June 2014
ING Capital, LLC  October 2012 - April 2014
ING Capital, LLC  September 2011 - September 2012
Parchman, Vaughan & Company   June 2010 - August 2010

Skills
Mergers & Acquisitions, Financial Analysis, Project Finance, Investment Banking, Structured Finance, Financial Modeling, Valuation, Capital Markets, Bloomberg, Emerging Markets

Education
The Johns Hopkins University   2007 — 2011
Bachelor of Arts, International Studies, Economics

Sciences Po (Paris Institute of Political Studies)   2009 — 2010
English and French Program

McGill University   2009 — 2009

Jason Huey Jason Huey Miami/Fort Lauderdale Area Details
Jason Huey's Guggenheim Securities Experience July 2012 - Present
Job Vice President at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   July 2012 - Present
Nomura Securities  December 2009 - January 2012
Blue Mountain Capital   May 2007 - November 2009

Skills
ABS, Fixed Income, Credit Derivatives, Swaps, MBS, Hedge Funds, Series 7, Fixed Income Trading, Bonds, Structured Finance, Portfolio Management, Derivatives

Education
University of Florida   2014 — 2016
Master of Business Administration (MBA)

University of Delaware - Lerner College of Business and Economics   2004 — 2007
Bachelor of Science, Finance

Montclair High School

Jamel Talbi Jamel Talbi Greater New York City Area Details
Jamel Talbi's Guggenheim Securities Experience June 2009 - October 2014
Job Fixed Income Sales & Trading at Odeon Capital Group LLC
Industry Capital Markets
Experience
Odeon Capital Group LLC  October 2014 - Present
Guggenheim Securities   June 2009 - October 2014
OpHedge Investment Services  July 2007 - September 2008

Skills
Fixed Income, MBS, Interest Rate..., Bloomberg Terminal, ABS, Account Reconciliation, VBA, Repos, Futures, Structured Securities, Microsoft Excel, Series 7, Series 63, Hedge Funds, Derivatives, Trading, Investment Banking, Asset Management, Capital Markets, Bloomberg, Structured Products

Education
Pace University - Lubin School of Business   2003 — 2006
BBA, Finance, Minor Concentrations: Mathematics, Economics

Wilson Waggoner Wilson Waggoner Houston, Texas Details
Wilson Waggoner's Guggenheim Securities Experience October 2012 - October 2014
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi  October 2014 - Present
Guggenheim Securities   October 2012 - October 2014
Guggenheim Securities   May 2011 - August 2011

Skills
Valuation, Financial Modeling, Private Equity, Equity Research, Corporate Finance, Investment Banking, Equities, Portfolio Management, Due Diligence, Capital Markets, Bloomberg Terminal, LBO

Education
University of Virginia   2008 — 2012
Bachelor of Science (BS), Commerce

London School of Economics and Political Science   2010 — 2010
Summer School Program, Intermediate Macroeconomics

Christina Vergona Christina Vergona Brooklyn, New York Details
Christina Vergona's Guggenheim Securities Experience September 2012 - April 2014
Job Illustrator & Designer
Industry Fine Art
Experience
Brooklyn  June 2012 - Present
Guggenheim Securities   September 2012 - April 2014
ScrumMasters, Inc.   April 2010 - September 2011
Grabber Inc.  June 2010 - September 2010

Skills
Illustration, Illustrator, Digital Illustration, Adobe Creative Suite, Photography, InDesign, Graphic Design, Microsoft Office, Vector Illustration, Photoshop, Photo Editing, Advertising, Program Management, lettering, Calligraphy

Education
Rhode Island School of Design   2008 — 2012
Bachelor of Fine Arts (BFA), Illustration

Mimi Dang Mimi Dang New York, New York Details
Mimi Dang's Guggenheim Securities Experience July 2013 - November 2014
Job Investment Banking Analyst at Barclays Capital
Industry Investment Banking
Experience
Barclays  December 2014 - Present
Guggenheim Securities   July 2013 - November 2014
Morgan Stanley  June 2012 - August 2012

Skills
Economics, Research, Bloomberg Terminal, Stata, Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Econometrics, R, SAS, Fundraising, VBA, LaTeX, Financial Analysis, Valuation, Financial Modeling, Investments, Analytics, Data Analysis, Statistical Data..., Microsoft Word, Team Leadership, Finance, Corporate Finance, Bloomberg

Education
Colgate University   2009 — 2013
BA, Mathematics and Economics

Woodrow Wilson Senior High School   2005 — 2009
4.3/4.0

Dana Forfa Dana Forfa Greater New York City Area Details
Dana Forfa's Guggenheim Securities Experience October 2013 - June 2015
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

Charmaine Rostien Charmaine Rostien Washington D.C. Metro Area Details
Charmaine Rostien's Guggenheim Securities Experience November 2011 - July 2012
Job Digital Marketing | CRM and Marketing Analytics | Competitive Intelligence and Research
Industry Law Practice
Experience
Miller & Chevalier Chartered  October 2012 - Present
Guggenheim Securities   November 2011 - July 2012
MF Global  November 2010 - November 2011
Community College of Allegheny County  March 2011 - May 2011
Concept Capital  March 2009 - October 2010
Stanford Group Company  January 2005 - March 2009
National Journal  March 2004 - December 2004
Allied Integrated Marketing  2003 - 2004

Skills
Email Marketing, Marketing, Business Analysis, Social Media Marketing, CRM, Web Content Management, Content Marketing, Analytics, SEO, Research, Business Intelligence, Training, Editing, PowerPoint, Adobe Acrobat, Microsoft Office, Teaching, Public Speaking, CMS

Education
University of Virginia   2009 — 2010
Master's Degree

University of Maryland College Park   1998 — 2002
Bachelor's Degree

Community College of Allegheny County   1998 — 2001
Associate's Degree

Conor Durkin Conor Durkin Chicago, Illinois Details
Conor Durkin's Guggenheim Securities Experience June 2013 - August 2013
Job Fixed Income Structured Credit Trading
Industry Financial Services
Experience
Guggenheim Partners  July 2014 - Present
University of Notre Dame  December 2012 - May 2014
Guggenheim Securities   June 2013 - August 2013
Illinois Policy Institute  May 2012 - August 2012

Skills
Research, Social Networking, Regression Analysis, Statistics, Economics, Public Policy, Public Speaking, Policy, Politics, Political Science, Finance, Policy Analysis

Education
University of Notre Dame   2011 — 2014
BA, Economics, Political Science, 3.840/4.000 (Magna Cum Laude)

Boston College   2010 — 2011
Arts and Sciences Honors Program, Economics

Mark McMinimy Mark McMinimy Washington D.C. Metro Area Details
Mark McMinimy's Guggenheim Securities Experience November 2011 - September 2013
Job Analyst in Agricultural Policy at Library of Congresss, Congressional Research Service
Industry Investment Management
Experience
Library of Congresss, Congressional Research Service   June 2014 - Present
Consulting  October 2013 - June 2014
Guggenheim Securities   November 2011 - September 2013
MF Global  November 2010 - November 2011
Concept Capital Markets, LLC  March 2009 - October 2011
Stanford Group Company  November 2004 - February 2009
Charles Schwab  November 1996 - November 2004
Lynch, Jones & Ryan, Inc.   April 1996 - October 1996
FAO  June 1993 - March 1996
Sosland Publishing  August 1988 - June 1993

Skills
Bloomberg, Investments, Securities, Trading, Investment research, Commodity Analysis, Agriculture Policy, Biofuels Policy, Tobacco Regulation, Congressional process, Building client..., Superior Communication..., French and Italian...

Education
University of Delaware   1975 — 1978
Bachelor of Arts (BA), History, 3.3 of possible 4.0

Grove City College   1974 — 1975
Transferred to University of Delaware, Libreral Arts

Michael Skinner Michael Skinner Greater New York City Area Details
Michael Skinner's Guggenheim Securities Experience July 2011 - Present
Job Managing Director US Government Agency trading at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   July 2011 - Present
Wall Street Access  September 2006 - July 2011
Sanders Morris Harris  January 2006 - August 2006
Advest, Inc.   August 2003 - December 2005
Prudential Securities  June 1996 - August 2003

Skills
Fixed Income, Capital Markets, Equities, Investments, Series 7, Series 63, Series 24, series 79, Bonds, Government Bonds

Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance

Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Communications

Jacques Jean-louis Jacques Jean-louis Greater New York City Area Details
Jacques Jean-louis's Guggenheim Securities Experience September 2013 - Present
Job Operations Specialist at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   September 2013 - Present
Broadridge Financial Solutions  July 2009 - 2013
JPMorgan Chase  February 1981 - May 2008

Skills
Fixed Income, Capital Markets, Business Analysis, Equities, Derivatives, Trading Systems, Investment Banking, SDLC, Back Office, Financial Services, Market Data, Requirements Gathering, Middle Office, Settlement

Education
City University of New York-College of Staten Island   1981 — 1985

Jim Decker Jim Decker New York, New York Details
Jim Decker's Guggenheim Securities Experience Managing Director & Head of Financial RestructuringMorgan Joseph TriArtisan LLCSeptember 2008 - June 2013
Job Senior Managing Director at Guggenheim Securities, LLC
Industry Investment Banking
Experience
Guggenheim Securities   Managing Director & Head of Financial RestructuringMorgan Joseph TriArtisan LLCSeptember 2008 - June 2013
Alvarez & Marsal  March 2006 - August 2008
Houlihan Lokey  September 1997 - March 2006
SunTrust Capital Markets  January 1994 - August 1997

Skills
Financial Restructuring, Mergers & Acquisitions, Financial Advisory, Corporate Finance, Leveraged Finance, Finance, Restructuring, Due Diligence, Mergers, Private Equity, Portfolio Management, Recapitalizations, Strategic Financial..., Asset Managment, Investment Banking, Bankruptcy, Capital Markets, Debt Restructuring, LBO, Team Leadership, Valuation, Financial Structuring, Business Valuation, Structured Finance

Education
University of Pennsylvania - The Wharton School   1987 — 1989
MBA, Finance

Vanderbilt University   1978 — 1982
BS, Economics, Geology

Barry C. Mohr Barry C. Mohr Greater New York City Area Details
Barry C. Mohr's Guggenheim Securities Experience October 2013 - October 2014
Job CoFounder & CEO MallHawk, Inc.
Industry Internet
Experience
MallHawk, Inc.   April 2014 - Present
Guggenheim Securities   October 2013 - October 2014
Pierpont Securities  March 2012 - October 2013
Institutional Financial Markets, Inc. (formerly Cohen & Company)   April 2006 - March 2012
KBW  December 2001 - April 2006

Skills
Fixed Income, Securitization, Trading, Capital Markets, CDO, Structured Finance, Bonds, Bloomberg, Securities, Hedge Funds, Equities, Credit, Alternative Investments, Private Equity, ABS, Structured Products, Asset Management, Asset Managment, Retail, Mobile Internet, E-commerce, E-commerce Optimization, Venture Capital, Online Marketing, Online Advertising, Social Media, Digital Marketing

Education
Seton Hall University   1990 — 1994
Bachelor, Economics and Finance

Nicole Croft Nicole Croft New York, New York Details
Nicole Croft's Guggenheim Securities Experience May 2015 - Present
Job Associate at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   May 2015 - Present
Guggenheim Partners  May 2013 - May 2015
DC Enterprise   October 2011 - April 2013
Rent Manhattan   May 2009 - September 2011
Strayer University  August 2008 - April 2009
Amazon  January 2008 - August 2008
Greystar Management  January 2007 - November 2007

Skills
Sales Support, Salesforce.com, Product Marketing, Customer Service, Real Estate, Publishing, College Recruiting, Leasing, Market Research, Lead Generation, Microsoft Office, Phone Sales, Sales Operations, Telemarketing, Sales, Human Resources, Contract Negotiation, Marketing, Time Management, Social Networking, Office Management, PowerPoint, Leadership, Microsoft Word, Social Media

Education
College of Charleston   2001 — 2005
Bachelor of Arts, Communication

New York Real Estate Institute   2010 — 2010
Real Estate Salesperson

Laura Murray Laura Murray New York, New York Details
Laura Murray's Guggenheim Securities Experience April 2013 - July 2015
Job Senior Vice President, Rates Sales at Odeon Capital Group
Industry Financial Services
Experience
Odeon Capital Group   August 2015 - Present
Guggenheim Securities   April 2013 - July 2015
Gleacher & Company Securities, Inc.   September 2012 - March 2013
Gleacher & Company Securities, Inc.   September 2009 - August 2012

Skills
Series 7, Series 63, Securities, Fixed Income, Middle Office, Trading Systems, Bloomberg, Trade Operations, Trading, Government Agencies, US Treasuries, Sales, Investment Banking, Bonds

Education
Rowan University   2005 — 2009
Bachelor of Arts (B.A.), Marketing & Advertising

Koushaw Ghaffarian Koushaw Ghaffarian Greater Denver Area Details
Koushaw Ghaffarian's Guggenheim Securities Experience June 2013 - August 2013
Job Corporate Development Associate at Liberty Media
Industry Financial Services
Experience
Guggenheim Partners  July 2014 - September 2015
Guggenheim Securities   June 2013 - August 2013
Takenaka Partners LLC  August 2012 - March 2013
Harvey & Company LLC  June 2012 - August 2012
Federal Communications Commission  June 2011 - August 2011
California Public Interest and Research Group   January 2011 - May 2011
University of Southern California ­ Office of the Comptroller   September 2010 - April 2011
A To Z Printing  June 2010 - August 2010

Skills
Adobe Creative Suite, Microsoft Office, Farsi, Facebook, PowerPoint, Research, Microsoft Excel, Non-profits, Social Media Marketing, Microsoft Word, Photoshop, Market Research, Public Relations, Marketing, Data Analysis, Editing, Community Outreach

Education
University of Southern California   2010 — 2013
Bachelor's degree, BS: Economics & Mathematics, BA: Political Science

The George Washington University   2009 — 2010

Dora Kim Dora Kim West Palm Beach, Florida Area Details
Dora Kim's Guggenheim Securities Experience April 2010 - January 2015
Job AVM Solutions at AVM, L.P.
Industry Capital Markets
Experience
AVM, L.P.   February 2015 - Present
Guggenheim Securities   April 2010 - January 2015

Education
Columbia University in the City of New York   1983 — 1987
Bachelor of Arts (B.A.), Psychology

Michael Jiang Michael Jiang New York, New York Details
Michael Jiang's Guggenheim Securities Experience September 2014 - Present
Job Associate at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Securities   September 2014 - Present
Lazard  July 2013 - August 2014
Lazard  June 2011 - June 2013
Ernst & Young  June 2010 - August 2010
NBC Olympics  February 2010 - February 2010
China Everbright Limited  January 2010 - January 2010
Orange Value Fund  2008 - 2010
Third Avenue Management  May 2009 - August 2009
Johnson & Johnson  March 2009 - June 2009
NBC Olympics  July 2008 - August 2008

Skills
Financial Modeling, Equity Valuation, Financial Analysis, Value Investing, Investment Valuation, Investment Banking, Mutual Funds, Accounting, Bloomberg, Fixed Income, Equities, Investments, Hedge Funds, Microsoft Excel, PowerPoint, Capital Markets, Linear Editing, Corporate Finance, Mergers & Acquisitions, Avid Newscutter, Strategy, Valuation

Education
Syracuse University   2007 — 2011
BS, Finance, Accounting, Broadcast Journalism

Phillips Academy Andover   2004 — 2007
HS Diploma

QMS   2000 — 2003

Tuck Northrop Tuck Northrop Bridgeport, Connecticut Details
Tuck Northrop's Guggenheim Securities Experience January 2013 - September 2013
Job
Industry Education Management
Experience
Fairchild Wheeler Interdistrict Multi-Magnet - Aerospace/Hydrospace Engineering School   August 2015 - Present
Teach For America  March 2015 - Present
Hummock Island   October 2013 - Present
Guggenheim Securities   January 2013 - September 2013
Gleacher & Company  April 2012 - August 2012
Morgan Keegan Technology Group  July 2010 - April 2012
State Street Global Advisors  2009 - 2009
Black Rock Yacht Club  June 2006 - September 2008

Education
Boston College   2006 — 2010
Bachelor's Degree

Fairfield Prep   2002 — 2006
High School

Izzy Rahman Izzy Rahman Boston, Massachusetts Details
Izzy Rahman's Guggenheim Securities Experience June 2013 - August 2013
Job Project Controller Analyst at Deloitte Consulting LLP
Industry Financial Services
Experience
Deloitte Consulting LLP  June 2014 - Present
Guggenheim Securities   June 2013 - August 2013
JP Morgan  February 2013 - May 2013
Spears Abacus Advisors, LLC   May 2012 - August 2012
United Continental Corporation   June 2011 - September 2011

Skills
Microsoft Access, Excel, Word, PowerPoint, Microsoft Office, Access, Microsoft Excel, Accounting, Microsoft Word, Research, Account Reconciliation

Education
Boston University   2010 — 2014
BS, Finance and Operations

Alexandra Comerford Alexandra Comerford New York, New York Details
Alexandra Comerford's Guggenheim Securities Experience June 2013 - August 2013
Job Investment Banking Analyst at Centerview Partners
Industry Financial Services
Experience
Centerview Partners  July 2014 - Present
Guggenheim Securities   June 2013 - August 2013
Markit  June 2012 - August 2012

Education
The College of William and Mary - The Mason School of Business   2010 — 2014
Bachelor of Business Administration (BBA), Finance

Shanghai University of Finance and Economics   2012 — 2012
International Finance, Chinese Language and Literature

Budapesti Corvinus Egyetem   2012 — 2012
Entrepreneurship/Entrepreneurial Studies, Organizational Behavior Studies

Tsinghua University   2011 — 2011
Chinese Language and Literature

Deerfield Academy   2006 — 2010

John Algarin John Algarin Westfield, New Jersey Details
John Algarin's Guggenheim Securities Experience 2010 - 2011
Job Recent Graduate
Industry Restaurants
Experience
Above Restaurant & Bar   2011 - 2012
Guggenheim Securities   2010 - 2011
Ferraro's of Westfield   2006 - 2010

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Event Management, Project Coordination, Chef, Cash Management, Order Management, Sales

Education
Seton Hall University   2009 — 2012
Bachelor's degree, Social Psychology / Minor Criminal Justice

Saint Peter's University   2008 — 2009

Bryan Chung Bryan Chung San Francisco Bay Area Details
Bryan Chung's Guggenheim Securities Experience July 2013 - June 2015
Job Strategy & Business Development at Gap Inc.
Industry Retail
Experience
Gap Inc.  July 2015 - Present
Guggenheim Securities   July 2013 - June 2015
JMI Equity  March 2012 - June 2013

Skills
STATA, Matlab, Auditing, Managerial Accounting, Financial Accounting, Microsoft Office, Econometrics, Salesforce.com, Management Accounting, Stata, Financial Analysis, Valuation, Financial Modeling, Economics, Investment Banking, Private Equity, Microsoft Excel

Education
University of California, San Diego   2009 — 2013
B.S., Management Science, Accounting

Villa Park High   2005 — 2009
Diploma with Honors

Kendra Packard Kendra Packard United States Details
Kendra Packard's Guggenheim Securities Experience September 2013 - Present
Job Associate at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities   September 2013 - Present
MKTG INC  September 2011 - September 2013
Financial Industry Regulatory Authority  January 2013 - April 2013
William E. Gens Law Offices, P.C   April 2012 - December 2012
Treiser Collins   June 2011 - August 2011
Central Bank of Southwest Florida   May 2010 - July 2010
Appleton Creative  August 2008 - December 2008

Skills
Capital Markets, Securities, Corporate Development, Marketing, Equities, Real Estate, Litigation, Securities Regulation, Licensing, Westlaw, FINRA, Document Review, Securities Litigation, Legal Compliance, Investments, Microsoft Excel, Finance, Event Planning, CRM Databases, Pitch Development, Management, Social Networking, Social Media

Education
Suffolk University Law School   2010 — 2013
Juris Doctor, Business Law, Financial Services

University of Central Florida   2006 — 2010
BA, Advertising and Public Relations, Marketing, Political Science

Barron Collier High School   2002 — 2006

Amy Barrett Amy Barrett Greenwich, Connecticut Details
Amy Barrett's Guggenheim Securities Experience November 2012 - March 2013
Job Verition Fund Management LLC
Industry Investment Management
Experience
Verition Fund Management LLC  March 2015 - Present
Kinetic Partners  June 2013 - February 2015
Guggenheim Securities   November 2012 - March 2013
SAC Capital Advisors  June 2009 - February 2012
SAC Capital Advisors, L.P   March 2005 - May 2009

Skills
Microsoft Word, Concur, Microsoft Excel, MS Project, Protegent PTA, Outlook, Poweroint, Financial Risk, Administrative..., Due Diligence, PowerPoint, Training, Risk Management, AML, Management, Accounting, Lotus Notes, Trading, Auditing, Securities, Alternative Investments, Portfolio Management, Anti Money Laundering, Hedge Funds, Finance, Equities, Microsoft Project, Investments

Education
The Pennsylvania State University   1985 — 1989
Bachelors of Science

Penn State University
Bachelor's degree

Roger Ludlow

Scott Oudsema Scott Oudsema New York, New York Details
Scott Oudsema's Guggenheim Securities Experience July 2013 - September 2015
Job Associate at MidOcean Partners
Industry Investment Banking
Experience
MidOcean Partners  September 2015 - Present
Guggenheim Securities   July 2013 - September 2015
ATP Tour, Inc.   January 2005 - August 2009

Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Finance, Entrepreneurship, Bloomberg, Market Research, Business Strategy, Private Equity, Due Diligence, Bloomberg Terminal, Economics, Investments, Asset Management, Equities, Corporate Finance, Savant, Tennis

Education
University of Michigan - Stephen M. Ross School of Business   2009 — 2013
BBA

Lily Fung Lily Fung Greater New York City Area Details
Lily Fung's Guggenheim Securities Experience June 2013 - August 2013
Job Budget Analyst | NYC OMB
Industry Government Administration
Experience
NYC Office of Management and Budget  August 2013 - Present
Guggenheim Securities   June 2013 - August 2013
Wellesley College  September 2012 - June 2013
Wellesley Law Journal   September 2010 - June 2013
The Economist  June 2012 - August 2012
Huazi Information Technology Company, Ltd.   July 2011 - August 2011
JoyCamp   June 2010 - August 2010

Skills
PowerPoint, Stata, Microsoft Excel, Public Speaking, Photoshop, HTML, SPSS, Drupal, Web Design, CSS, Econometrics, Economics, Editing, Qualitative Research, Statistics, Python, ArcGIS, SQL

Education
NYU Center for Urban Science and Progress   2014 — 2016
Master of Science (MS), Applied Urban Science and Informatics, 4.0

Wellesley College   2009 — 2013
Bachelor of Arts (B.A.), Economics and Chinese Language and Literature

Tsinghua University   2011 — 2012
Fall Study Abroad, Global Affairs

Shanghai Jiao Tong University   2011 — 2011
Summer Study, Chinese Language and Literature

Stuyvesant High School   2005 — 2009

Matthew Freindlich Matthew Freindlich New York, New York Details
Matthew Freindlich's Guggenheim Securities Experience June 2014 - August 2014
Job Equity Sales Associate at Guggenheim Partners
Industry Capital Markets
Experience
Guggenheim Partners  July 2015 - Present
UCF Young Investors Club   May 2014 - May 2015
Guggenheim Securities   June 2014 - August 2014
UCF Young Investors Club   January 2013 - April 2014
Lambda Chi Alpha  December 2012 - December 2013
Fortress Investment Group  June 2013 - August 2013
The Mad Hatter  October 2012 - April 2013
PumpOne   June 2012 - August 2012
UCF Athletics  June 2011 - April 2012
DECA Inc.  August 2010 - May 2011

Skills
Entrepreneurship, Finance, Financial Modeling, Microsoft Excel, Technical Analysis, Time Management, Management, Hedge Funds, Valuation, PowerPoint, Stock Market, Financial Analysis, Marketing, Sales, Networking, Customer Service, Economics, Team Leadership, Equity Research, Budgets, Bloomberg, Distressed Debt, Bloomberg Terminal, Capital IQ, Alternative Investments, Leveraged Finance, Capital Markets, Corporate Finance, Social Media Marketing

Education
University of Central Florida - College of Business Administration   2011 — 2015
Finance (B.S.B.A)

University of Central Florida - College of Business Administration   2011 — 2015
Bachelor’s Degree, Finance (B.S.B.A)

Leah Kieff Leah Kieff Washington D.C. Metro Area Details
Leah Kieff's Guggenheim Securities Experience November 2011 - May 2013
Job Development Professional
Industry International Trade and Development
Experience
Peace Corps  June 2013 - July 2015
Guggenheim Securities   November 2011 - May 2013
MF Global  August 2011 - November 2011
Office of the Governor, Commonwealth of Virginia  December 2010 - May 2011
National Women's History Musuem   June 2010 - August 2010
Celebrate Fairfax, Inc.   May 2010 - July 2010
Keith Fimian For Congress   August 2008 - August 2008
The Connection Newspapers  May 2008 - August 2008
Jeannemarie Devolities Davis for State Senate   June 2007 - August 2007
Tom Davis for Congress   January 2006 - November 2006

Skills
Research, Editing, Community Outreach, Politics, Microsoft Excel, Policy, Event Planning, Fundraising, Facebook, Training, Government, Public Relations, Microsoft Office, Writing, Social Networking, Marketing, Leadership, Event Management, PowerPoint, Word, Outlook, Grant Writing, Volunteer Management, Strategy, Sustainable Development, SharePoint, CRM software, Dynamics, Filemaker Pro, Excel, Social Media, Customer Relations, Public Speaking, Press Releases, advocacy, Project Management, Project Planning, Nonprofits, Proposal Writing, Management, Policy Analysis, Public Policy, Program Management

Education
Thomas C. Sorensen Institute for Political Leadership at the University of Virginia   2011 — 2011
College Leaders Program, State and Local Politics

Mary Washington College   2007 — 2011
Bachelor of Arts, Political Science and Government

W.T.Woodson HS   2003 — 2007

Rosendy Gabriel Rosendy Gabriel Greater New York City Area Details
Rosendy Gabriel's Guggenheim Securities Experience June 2015 - Present
Job Summer Associate at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   June 2015 - Present
Wet Paws Inc   December 2012 - Present
United States Marine Corps (Active & USMCR)   June 2005 - Present
JPMorgan Chase  June 2014 - 2015
UBS Wealth Management  June 2013 - June 2014

Skills
Financial Modeling, Financial Statement..., Portfolio Assessment, Project Management, Bloomberg Terminal, Credit Analysis, FactSet, Project Coordination, Banking Operations, Financial Planning &..., Cash Settlements, IBM SPSS Statistics..., Microsoft Office, Microsoft Excel, Customer Service, Leadership, Team Building, Military, Core Banking, Program Management, Team Leadership, Operational Planning, Security Clearance, Anti Money Laundering

Education
Fordham Gabelli School of Business   2014 — 2016
Master of Business Administration (MBA), Accounting and Finance

Long Island University, C.W. Post Campus   2009 — 2012
Bachelor of Arts (BA), Criminal Justice/ Bus Mgmt, GPA 3.4

Andrew Schwartz Andrew Schwartz Greater New York City Area Details
Andrew Schwartz's Guggenheim Securities Experience July 2013 - Present
Job
Industry Investment Banking
Experience
Guggenheim Securities   July 2013 - Present
RBC Capital Markets  January 2012 - July 2013
Bank of America Merrill Lynch  September 2008 - December 2011
Bear, Stearns & Co.   March 2006 - June 2008
MCI  2000 - 2004

Skills
Valuation, Equities, Investment Banking, Investments, Entrepreneurship, Private Placements, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Due Diligence, Fixed Income, Mergers, Venture Capital, Hedge Funds, Corporate Development, Leveraged Finance

Education
Stern School of Business   2002 — 2005
MBA, Finance, Entrepreneurship, Entertainment/Media/Technology

Rutgers University-New Brunswick   1994 — 1999

Tara MacDonald Tara MacDonald New York, New York Details
Tara MacDonald's Guggenheim Securities Experience November 2004 - September 2010
Job Senior EA/PA
Industry Financial Services
Experience
Forbes Private Capital Group aka FocusPoint Capital Group & G2 Investment Group, LLC   September 2010 - Present
Guggenheim Securities   November 2004 - September 2010
Ladenburg Thalmann  February 2004 - November 2004
Empire State Properties   November 2003 - February 2004
Blue Zebra Communications   June 1998 - September 2003
Contempora Fabrics Inc   January 1992 - May 1998
Lester A. Lazarus, P.C.   May 1989 - November 1991
Weinberg, Kurt & Kaplan   April 1987 - May 1989

Skills
Office Administration, Office Management, Project Management, Human Resources, Compliance, Capital Markets, Management, Private Equity, Fixed Income, Project Planning, Employee Training, Bloomberg, Financial Services, FINRA, AML, Personnel Management, Event Planning, Securities, Due Diligence, Paralegal, Contract Negotiation, Vendor Relationship..., Staff Training, Notary Public, Leadership

Education
Hofstra University   2003 — 2006
MBA, Business Administration

Adelphi University   1988 — 1992
BA, Criminal Justice & Paralegal

Adam Thompson Adam Thompson Greater New York City Area Details
Adam Thompson's Guggenheim Securities Experience April 2012 - January 2013
Job Senior Associate at Bonobos
Industry Retail
Experience
Bonobos  June 2015 - Present
J.Crew  January 2013 - June 2015
Guggenheim Securities   April 2012 - January 2013
Macquarie Capital  August 2011 - April 2012
Citigroup  June 2010 - August 2010
The Reinvestment Fund  January 2010 - May 2010
State Street  June 2009 - July 2009

Skills
Financial Modeling, Financial Analysis, SAP, SAP BW, Hyperion, Research, Microsoft Excel, Strategic Planning, Microsoft Office, PowerPoint, Bloomberg, Investment Banking, Finance, Strategy, Valuation, Data Analysis

Education
University of Pennsylvania - The Wharton School   2007 — 2011
BS Economics, Finance

University of Pennsylvania   2007 — 2011
BA, Urban Studies

Blue Valley North High School   2003 — 2007

Dylan Keefe Dylan Keefe Rochester, New York Area Details
Dylan Keefe's Guggenheim Securities Experience May 2014 - August 2014
Job Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners  July 2015 - Present
Guggenheim Securities   May 2014 - August 2014
Manning & Napier Advisors  May 2013 - August 2013

Education
Cornell University   2011 — 2015
Applied Economics and Management, Finance

Peter van der Meer Peter van der Meer New York, New York Details
Peter van der Meer's Guggenheim Securities Experience July 2012 - Present
Job Senior Managing Director, Head of Insurance Banking at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities   July 2012 - Present
FBR Capital Markets  November 2001 - July 2012
Exclaim Technologies LLC   1999 - 2001
ABN AMRO North America  1996 - 1999
J.P. Morgan   1990 - 1996
J.P. Morgan   1989 - 1990
J.P. Morgan   1986 - 1989
J.P. Morgan   1983 - 1986

Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Capital Markets, Due Diligence, Investments, Corporate Finance, Financial Analysis, Investment Banking

Education
Brown University
Bachelor of Arts (B.A.), Economics and International Relations

Millfield School, Somerset, England

Joshua Fremed Joshua Fremed Greater New York City Area Details
Joshua Fremed's Guggenheim Securities Experience 2011 - 2012
Job Partner at Femmes Sans Peur
Industry Financial Services
Experience
Femmes Sans Peur LLC   2015 - Present
Guggenheim Investment Advisors   2012 - 2015
Guggenheim Securities   2011 - 2012
FrontPoint Partners LLC, a Morgan Stanley Company   2008 - 2011
Bank of America - Alternative Investment Group   2005 - 2008

Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Bloomberg

Education
State University of New York College at Oswego   2001 — 2005
Bachelor of Science, Finance Major, Economics Minor

Clint Curvin Clint Curvin New York, New York Details
Clint Curvin's Guggenheim Securities Experience June 2011 - Present
Job Vice President Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   June 2011 - Present
Complete Automotive Services Incorporated   September 2003 - September 2008
Mark Leonardi: Architect   May 2005 - August 2005

Skills
Financial Modeling, Series 7, Financial Analysis, Valuation, Investments, Asset Management, Bloomberg, Derivatives, Customer Service, Leadership, Public Speaking

Education
University of Central Florida   2006 — 2010
Bachelor of Science, Business Administration; Finance

University of Central Florida - College of Business Administration   2006 — 2010
Finance

William Tanner, PhD William Tanner, PhD Greater New York City Area Details
William Tanner, PhD's Guggenheim Securities Experience May 2015 - Present
Job Managing Director at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   May 2015 - Present
other  October 2013 - February 2015
Lazard Capital Markets  May 2009 - October 2013
Leerink Swann  July 2002 - April 2009
SG Cowen  July 1999 - May 2002
Vector Securities International   January 1998 - June 1999
Washington University School of Medicine  1992 - 1996
Monsanto  1988 - 1991

Education
Washington University in St. Louis - Olin Business School
MBA

Texas A&M University
BS PhD

Edward Robson Edward Robson New York, New York Details
Edward Robson's Guggenheim Securities Experience July 2013 - July 2014
Job Associate at Castle Harlan
Industry Venture Capital & Private Equity
Experience
Castle Harlan  July 2014 - Present
Guggenheim Securities   July 2013 - July 2014
Morgan Joseph TriArtisan LLC  September 2012 - June 2013
Fulcrum Equity Partners   June 2011 - September 2012
Lazard  May 2010 - August 2010

Skills
Financial Analysis, Financial Modeling, Business Acquisition, Valuation, Mergers, Finance, Research, Private Equity, Venture Capital, Due Diligence, Alternative Investments, Investments, Leveraged Finance, Fixed Income, Asset Management, Restructuring

Education
Emory University - Goizueta Business School   2007 — 2011
Bachelors in Business Administration

Berkeley Preparatory School

Tom Tuthill Tom Tuthill New York, New York Details
Tom Tuthill's Guggenheim Securities Experience May 2015 - August 2015
Job Student at Fordham University
Industry Management Consulting
Experience
Guggenheim Securities   May 2015 - August 2015
Fordham University  August 2014 - May 2015
US Navy  July 2008 - December 2013

Skills
Security Clearance, Leadership, Military Experience, Microsoft Office, Team Leadership, Change Management, Risk Management, Time Management, Long Distance Running, Aviation, Military Aviation, Interpersonal Leadership, DoD, Training, Military Training, Military, Microsoft Excel

Education
Fordham University   2014 — 2016
Bachelor's Degree, Economics, Organizational Leadership, 3.84 GPA

Heidi Schneble Heidi Schneble Alexandria, Virginia Details
Heidi Schneble's Guggenheim Securities Experience November 2011 - Present
Job VP; Operations Manager at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   November 2011 - Present
MF Global  November 2010 - October 2011
Concept Capital Markets, LLC  March 2009 - November 2010
Stanford Group Company  January 2005 - February 2009
United States Senate  July 2004 - January 2005

Skills
Equities, Series 7, Management, Contractual Agreements, Public Speaking, Event Planning, Research

Education
American University   2008 — 2012
Master of Public Administration (M.P.A.), Public Administration

Salem College   2000 — 2004
Bachelor of Arts (B.A.), International Relations and Affairs; History

Dean Fiacco Dean Fiacco New York, New York Details
Dean Fiacco's Guggenheim Securities Experience June 2012 - August 2012
Job Business Development Executive at IBISWorld
Industry Financial Services
Experience
IBISWorld  April 2015 - Present
IBISWorld  October 2014 - April 2015
City National Bank  June 2013 - October 2014
Guggenheim Securities   June 2012 - August 2012

Skills
Intermediate Italian, Economics, Financial Analysis, Financial Management, Financial Markets, Currency, FX trading, Multicultural..., Microsoft Office, R, Economic Policy, Basic Accounting, Bloomberg, MS Excel, Fixed Income, Futures, Accounting, Microsoft Excel, Italian, Financial Modeling, Managerial Finance, Access, Public Speaking, Data Analysis, Research, Sales

Education
Florida State University   2007 — 2012
Bachelor of Science (B.S.), Applied Economics

Florida State University   2007 — 2012
Bachelor of Arts (B.A.), Italian

Erin Moorefield Erin Moorefield Greater New York City Area Details
Erin Moorefield's Guggenheim Securities Experience July 2013 - Present
Job Associate at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   July 2013 - Present
Free Gulliver   January 2013 - May 2013
Nicholas Landry Events   May 2012 - December 2012
Forrester Research  June 2012 - August 2012
In Exchange   January 2012 - May 2012
Cape Cod Baseball League  June 2011 - August 2011

Skills
Microsoft Certified..., MS Word, PowerPoint, Adobe Photoshop, Conversational Spanish, Adobe Illustrator, Adobe In Design, Teamsite, Quickmobile

Education
Tulane University   2009 — 2013
BS, Marketing and Finance

Comillas Pontifical University / ICADE   2011 — 2012

Sreesha Vaman Sreesha Vaman Greater New York City Area Details
Sreesha Vaman's Guggenheim Securities Experience September 2012 - Present
Job Business Development, Strategy, and Capital Markets
Industry Capital Markets
Experience
Guggenheim Securities   September 2012 - Present
Sari Closet   January 2011 - October 2012
Harrah's Entertainment  June 2010 - August 2010
Dinosaur Securities LLC  December 2008 - July 2009
Lehman Brothers  February 2005 - July 2008
UBS  July 2001 - February 2005

Skills
International Project..., Strategic Negotiations, Global Business..., New Business Development, Marketing Strategy, Investment Banking, Strategic Partnerships, Capital Markets, Market Research, Competitive Analysis, Financial Modeling, Strategy, Start-ups, Digital Marketing, Management, Financial Analysis, Integrated Marketing, Business Development, Business Strategy, Marketing, Product Management, Finance, Risk Management

Education
University of California, Los Angeles - The Anderson School of Management   2009 — 2011
MBA, Strategy

New York University - Leonard N. Stern School of Business   1997 — 2001
B.S., Finance and International Business

Eddie Loftus Eddie Loftus Greater New York City Area Details
Eddie Loftus's Guggenheim Securities Experience June 2012 - July 2012
Job Global Markets Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  August 2013 - Present
Guggenheim Securities   June 2012 - July 2012

Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, PowerPoint

Education
Duke University   2009 — 2013
Bachelor of Arts (B.A.), History/Marketing and Management, 3.3

David Maher David Maher New York, New York Details
David Maher's Guggenheim Securities Experience September 2009 - December 2013
Job at HSBC
Industry Financial Services
Experience
HSBC  October 2014 - Present
J.P. Morgan   January 2014 - October 2014
Guggenheim Securities   September 2009 - December 2013
Banc of America Securities  2005 - 2009

Skills
Series 7, Hedge Funds, Equities, Investments, Capital Markets, Series 63, Equity Research, Trading, Options, Electronic Trading, Series 24, Series 4, Auto Racing, FINRA, Fixed Income, Private Equity, Wealth Management, Prioritize Workload, Regulatory Compliance

Education
Georgetown University   1993 — 1997
Bachelor of Arts (BA), Political Science

Alex Fisch Alex Fisch Greater Nashville Area Details
Alex Fisch's Guggenheim Securities Experience June 2013 - April 2015
Job SVP Capital Markets at Southern Land Company
Industry Real Estate
Experience
Southern Land Company  April 2015 - Present
Guggenheim Securities   June 2013 - April 2015
Morgan Joseph  August 2008 - June 2013
Alvarez & Marsal Corporate Finance   September 2007 - August 2008
Southern Land Company  August 2005 - August 2007
Houlihan Lokey Howard & Zukin  July 1999 - July 2005
GWB (USA) Inc.   May 1998 - July 1999
KPMG  October 1995 - May 1998

Skills
Financial Restructuring, M&A, Debt Financing, Financial Advisory, Valuation, Investment Banking

Education
University of Georgia - Terry College of Business   1992 — 1994
MBA, Finance, Real Estate

University of North Carolina at Chapel Hill   1988 — 1992
BA, Economics

Stephen Kalish Stephen Kalish New York, New York Details
Stephen Kalish's Guggenheim Securities Experience June 2014 - Present
Job Senior Associate at Guggenheim Securities
Industry Investment Management
Experience
Guggenheim Securities   June 2014 - Present
Barclays Investment Bank  December 2013 - April 2014
Sumitomo Mitsui Banking Corporation  July 2012 - July 2013
Babson Capital Management  January 2010 - July 2012

Skills
Microsoft Office, Bloomberg Terminal, Lotus Notes, Financial Modeling, Financial Analysis, Data Analysis, Syndications, Leveraged Finance, High Yield Bonds, Investments, Equities, High Yield, Valuation, Loans

Education
Arizona State University   2005 — 2009
B.S., Business

Evan Roth Evan Roth New York, New York Details
Evan Roth's Guggenheim Securities Experience September 2013 - Present
Job Associate at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities   September 2013 - Present
PricewaterhouseCoopers  September 2011 - September 2013

Skills
Structured Products, Securitized Products, Esoteric ABS, ABS, Securitization, Structured Finance, Structured Credit, CDO, CLO, MBS, Fixed Income, Capital Markets, Credit Analysis, Credit, Banking, Intex, Bloomberg, Valuation, Financial Analysis, Financial Modeling, Financial Reporting, Alternative Investments, Leveraged Finance, Financial Statement..., Leveraged Loans, VBA, Bloomberg Terminal, Capital IQ, Corporate Finance, Hedge Funds, DCF

Education
Binghamton University - School of Management   2010 — 2011
MS, Finance, Accounting

Binghamton University - School of Management   2006 — 2010
BS, Financial Engineering, Accounting, minor: Computer Science

David Crosby David Crosby Greater New York City Area Details
David Crosby's Guggenheim Securities Experience May 2014 - Present
Job Managing Director at Guggenheim Securities
Industry Venture Capital & Private Equity
Experience
Guggenheim Securities   May 2014 - Present
Greatwide Logistics Services  April 2013 - Present
Five Tigers, LLC   July 2012 - May 2014
Centerview Partners  2010 - 2012
Quadrangle Group  2005 - 2009
NBC Universal  2001 - 2005
Wright Venture Partners   2000 - 2001
Icahn Associates  1999 - 2000
Donaldson, Lufkin & Jenrette   1994 - 1996

Skills
Private Equity, Hedge Funds, TMT Sector Expertise, Family Office Investor, IR, Equities, Financial Services, Investment Banking, Finance, Leadership, Investments, Media, Mergers, Mergers & Acquisitions, Restructuring, Start-ups, Strategy, LBO, Business Development, Corporate Finance

Education
Harvard Business School   1997 — 1999
MBA

Princeton University   1990 — 1994
BA, History

The Pingry School   1984 — 1990

Charles Gibney Charles Gibney New York, New York Details
Charles Gibney's Guggenheim Securities Experience June 2011 - Present
Job Vice President Structured Credit at Guggenheim Securities
Industry Capital Markets
Experience
Guggenheim Securities   June 2011 - Present
Guggenheim Securities   June 2010 - August 2010

Education
University of Georgia - Terry College of Business   2007 — 2011
BBA Economics, Spanish

Landon School   2003 — 2007

Don Ullmann Don Ullmann Essex Fells, New Jersey Details
Don Ullmann's Guggenheim Securities Experience June 2013 - February 2015
Job Principal at DMU Financial Consulting, LLC
Industry Financial Services
Experience
Guggenheim Securities   June 2013 - February 2015
Gleacher and Co.   2012 - 2013
Keefe, Bruyette & Woods   2003 - 2011
Merrill Lynch  1992 - 2001
Merrill Lynch  1991 - 1992
Merrill Lynch  1987 - 1991
Salomon Brothers  1982 - 1987

Education
Northwestern University - Kellogg School of Management   1980 — 1982
MBA, Finance

Brown University   1976 — 1979
BA, Economics

Jordan Franklin Jordan Franklin Miami/Fort Lauderdale Area Details
Jordan Franklin's Guggenheim Securities Experience May 2006 - August 2006
Job Associate at Greenberg Traurig
Industry Law Practice
Experience
Greenberg Traurig, LLP  2013 - Present
Chambers of Chief Judge Loretta A. Preska   January 2013 - May 2013
Lincoln Square Legal Services, Inc.   August 2012 - December 2012
Greenberg Traurig, LLP  May 2012 - August 2012
Greenberg Traurig, LLP  May 2011 - August 2011
Nesenoff and Miltenberg, LLP   May 2010 - August 2010
Fabiani, Cohen & Hall, LLP   October 2009 - May 2010
JPMorgan Chase  May 2008 - August 2008
JPMorgan Chase  May 2007 - August 2007
Guggenheim Securities   May 2006 - August 2006

Education
Fordham Law School   2010 — 2013
Juris Doctor

Bucknell University   2005 — 2009
B.S. Business Administration, cum laude

Michael Casella Michael Casella West Palm Beach, Florida Details
Michael Casella's Guggenheim Securities Experience October 2014 - July 2015
Job Managing Director Head of Financial Planning & Analysis at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   October 2014 - July 2015
Barclays Investment Bank  July 2013 - October 2014
Barclays Investment Bank  November 2012 - June 2013
Barclays Capital  September 2008 - November 2012
Lehman Brothers  March 2001 - September 2008
Walt Disney World Company  May 1998 - March 2001
Bloomingdale's  November 1994 - September 1996

Skills
Fixed Income, Investment Banking, Equities, Capital Markets, Derivatives, Hedge Funds, Financial Modeling, Valuation, Bloomberg, Trading Systems, Equity Derivatives, Portfolio Management, Asset Management, Electronic Trading, Financial Services, Corporate Finance, Series 7, Alternative Investments, Series 99, Structured Products, Credit Derivatives, Trading, Accounting, Market Risk, Finance, Bloomberg Terminal, Equity Trading, Risk Management, Credit Risk, Options, Strategy, Strategic Financial..., Financial Analysis, Management, Analysis, Market Data, Prime Brokerage, Financial Planning, Executive Management, Strategic Planning, Leadership, Mergers & Acquisitions, Business Analysis, Business Planning, Due Diligence, Budgets, Banking, Securities, Project Management, Financial Markets

Education
Vanderbilt University - Owen Graduate School of Management   1996 — 1998
Master of Business Administration (M.B.A.), Finance

ESSEC - ESSEC Business School
MBA Exchange Program, Accounting and Finance

University at Albany, SUNY
Arts, Psychology

Stanton Lenahan Stanton Lenahan Greater New York City Area Details
Stanton Lenahan's Guggenheim Securities Experience January 2012 - Present
Job Mortgage and Structured Products Associate at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   January 2012 - Present
Citadel Securities  2011 - Present
ED&F Man  2015 - 2015
Royal Bank of Scotland  July 2008 - January 2011
Citi  May 2007 - August 2007

Education
Cornell University   2004 — 2008
BS, Applied Economics and Management

Matthew Koran Matthew Koran Cambridge, Massachusetts Details
Matthew Koran's Guggenheim Securities Experience June 2015 - Present
Job Sales & Trading Summer Analyst at Guggenheim Securities
Industry
Experience
Guggenheim Securities   June 2015 - Present
Harvard Alumni Association  January 2015 - June 2015
Dowd Wescott Group LLC   June 2014 - August 2014
CME Group  June 2014 - August 2014
Harvard Alumni Association  March 2014 - June 2014
Horvath Planning & Wealth Management   May 2013 - August 2013

Skills
Leadership, Marketing, Marketing Communications, Marketing Strategy, Social Media, Program Management, New Business Development, Data Analysis, Economics, Event Planning, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research

Education
Harvard University   2012 — 2016
Economics Concentrator, Junior

Joliet West High School   2008 — 2012
High School

Brian Cogger Brian Cogger Greater New York City Area Details
Brian Cogger's Guggenheim Securities Experience April 2012 - Present
Job Soft Dollar Administrator (Guggenheim Securities)
Industry Financial Services
Experience
Guggenheim Securities   April 2012 - Present
OppenheimerFunds  December 2004 - April 2012
UBS Investment Bank  1995 - 2002

Skills
Equities, Bloomberg, Asset Management, Investments, Securities

Education
Rutgers University-New Brunswick   1991 — 1995

James Lee James Lee Greater New York City Area Details
James Lee's Guggenheim Securities Experience September 2014 - Present
Job Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Securities   September 2014 - Present
Lazard Freres & Co.   July 2006 - August 2014
Cowen and Company  June 2004 - July 2006
OrbiMed Advisors  May 2002 - June 2004

Skills
Private Placements, Venture Capital, Private Equity, Capital Markets, IPO, Equities, Emerging Markets, Alternative Investments, Hedge Funds, Finance, Bloomberg, Securities, Valuation, Investment Banking, Corporate Development, Capital, Financial Modeling, Cleantech

Education
Columbia University in the City of New York
BS, Operations Research

Lance Spacek Lance Spacek Greater New York City Area Details
Lance Spacek's Guggenheim Securities Experience 2013 - 2014
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  2014 - Present
Guggenheim Securities   2013 - 2014
Deutsche Bank  2007 - 2013
Citigroup Markets & Banking   2004 - 2007

Education
University of Pennsylvania - The Wharton School   1995 — 1997
MBA, Finance

North Carolina State University - College of Management   1987 — 1991

Chad Gutierrez Chad Gutierrez Denver, Colorado Details
Chad Gutierrez's Guggenheim Securities Experience November 2009 - April 2014
Job Senior Talent Acquisition Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  April 2014 - Present
Guggenheim Securities   November 2009 - April 2014
Guggenheim Partners  March 2006 - November 2009
B&C Electronic Engineering, Inc.   November 2004 - February 2006

Skills
Talent Acquisition, Recruiting, College Recruiting, Career Development, Extending Offers, Interviews, Taleo, Samshfly, Wanted Analytics, Recruitment, Onboarding, Vendor Management, Office Administration, Expense Management, Procurement, Capital Markets, Leadership, Financial Modeling, Joint Ventures, Management, Fixed Income, Hedge Funds, Valuation, Bloomberg, Finance, Equities, Investment Banking, Asset Management, Restructuring, Private Equity, Project Management, Human Resources

Education
Colorado College   1998 — 2002
Bachelor of Arts (B.A.)

Colorado Academy   1995 — 1998

Graland Country Day School   1989 — 1995

Mark A. Castellano Mark A. Castellano Greater New York City Area Details
Mark A. Castellano's Guggenheim Securities Experience 2011 - 2011
Job Experienced Financial Markets Professional and Consultant
Industry Financial Services
Experience
Mark Castellano Consulting, LLC   August 2010 - Present
Center for the Study of Financial Market Evolution (CSFME)   January 2012 - Present
Advanced Securities Consulting (ASC)   November 2011 - Present
Guggenheim Securities   2011 - 2011
BlackRock Investment Management LLC   2006 - 2010
Merrill Lynch Investment Managers  2000 - 2006
ING Securities   1999 - 2000
BZW   1997 - 1998
Merrill Lynch International, Ltd.   1994 - 1997
Merrill Lynch  1983 - 1994

Skills
Securities Lending, Mutual Funds, Asset Managment, Capital Markets, Equities, Securities, Investment Management, Collateral Management, Securities Financing, Management Consulting, Strategic Consulting, Industry expert, Asset Management, Derivatives, Financial Services, Financial Risk, Trading, Swaps, Finance, Strategy, Back Office, Hedge Funds, Portfolio Management, Funding, Fixed Income, Cash Management, Bloomberg, Bonds, Financial Markets, Alternative Investments, Investment Banking, ETFs, Trading Systems, Equity Derivatives, Middle Office, Prime Brokerage

Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts, Management & Finance

Rutgers, The State University of New Jersey-Newark

Thomas Ekert Thomas Ekert Greater New York City Area Details
Thomas Ekert's Guggenheim Securities Experience January 2014 - Present
Job Managing Director at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   January 2014 - Present
Investment bank/broker dealer   October 2012 - January 2014
KBW  December 2002 - October 2012

Skills
CFA

Education
University at Albany, SUNY   1988 — 1992

Brendon Mason Brendon Mason Greater Boston Area Details
Brendon Mason's Guggenheim Securities Experience 2011 - 2014
Job Equity Research Associate at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG)   2014 - Present
Guggenheim Securities   2011 - 2014
Delaware Investments  2009 - 2011
Harvard Management Company, Inc.   2002 - 2009

Skills
Portfolio Management, Valuation, SQL, Securities, Hedge Funds, Capital Markets, Alternative Investments, Private Equity, Investments, Mutual Funds, Asset Managment, Equities, Financial Modeling, Derivatives, Fixed Income, Investment Banking, Bloomberg, Strategic Planning, Equity Research, Due Diligence

Education
Tufts University   1997 — 2001

Onofrio Armenise Onofrio Armenise Greater Memphis Area Details
Onofrio Armenise's Guggenheim Securities Experience March 2012 - Present
Job Equity Trader at BGC Partners
Industry Financial Services
Experience
BGC Partners  August 2015 - Present
Guggenheim Securities   March 2012 - Present
Ticonderoga Securities   August 2009 - January 2012
Collins Stewart  September 2008 - July 2009
COLLINS STEWART LLC  September 2008 - July 2009
BEAR, STEARNS & Co   May 2005 - July 2008
Bear Stearns  May 2001 - July 2008
Bear Stearns  May 2004 - May 2005
Bear Stearns  May 2001 - August 2003
Merrill Lynch  November 2000 - March 2001

Skills
Bloomberg, Equities, Series 7, Securities, Trading, Capital Markets

Education
St. John's University, The Peter J. Tobin College of Business   2000 — 2001
MBA, International Finance

Università degli Studi di Bari   1990 — 1997
Laurea, Economics

St. John's University
Master of Business Administration, International Finance

University of Bari
Degree, Economic Sciences; International Economics

University of Turku

Dan Chung Dan Chung Greater New York City Area Details
Dan Chung's Guggenheim Securities Experience 2013 - 2014
Job Healthcare Equity Research at ISI Group
Industry Investment Banking
Experience
ISI Group  2014 - Present
Guggenheim Securities   2013 - 2014
Jefferies & Company  2011 - 2013
Chilton Investment Company  2008 - 2011
Bear Stearns  2007 - 2008

Education
Harvard University   2003 — 2007
BA, Economics

Haewan Bae Haewan Bae Greater New York City Area Details
Haewan Bae's Guggenheim Securities Experience February 2014 - Present
Job Vice President and Senior Counsel at Guggenheim Securities
Industry Law Practice
Experience
Guggenheim Securities   February 2014 - Present
Citi  October 2011 - February 2014
Bingham McCutchen  January 2010 - October 2011

Skills
Litigation, Securities Regulation, Derivatives

Education
Georgetown University Law Center   2006 — 2009
Doctor of Law (JD)

Harvard University   2002 — 2006
Bachelor of Arts (B.A.)

Hunter College High School   1996 — 2002

Paul Friedman Paul Friedman Greater New York City Area Details
Paul Friedman's Guggenheim Securities Experience November 2009 - March 2015
Job Senior Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Securities LLC  November 2009 - March 2015
Guggenheim Securities   November 2009 - March 2015
MARINER CAPITAL LLP   July 2008 - October 2009
Bear Stearns  April 1981 - June 2008

Skills
Hedge Funds, Capital Markets, Fixed Income, Equities, Derivatives, Investment Banking, Alternative Investments, Asset Management, Securities, Portfolio Management

Education
New York University - Leonard N. Stern School of Business   1977 — 1978
Master's Degree, Accounting and Finance

Colgate University   1973 — 1977
BA, Economics

Son-Mi Lee Son-Mi Lee Greater New York City Area Details
Son-Mi Lee's Guggenheim Securities Experience October 2013 - Present
Job Director, Regulatory Inquiries & Compliance Advisory for New Business Initiatives & Special Projects
Industry Investment Banking
Experience
Guggenheim Securities   October 2013 - Present
Wells Fargo Securities  2010 - October 2013
Societe Generale  2007 - 2008
UBS  2002 - 2007
FINRA - Market Regulation   2000 - 2002
FINRA - Dispute Resolution  1997 - 2000

Skills
Securities, Equity Capital Markets, Equities, Capital Markets, Derivatives

Education
University of Virginia   1988 — 1992
Bachelor of Arts (B.A.), Government & Religion

The Catholic University of America, Columbus School of Law
Doctor of Law (JD)

George J Raab III George J Raab III New York, New York Details
George J Raab III's Guggenheim Securities Experience September 2009 - Present
Job Chief Financial and Administrative Officer at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   September 2009 - Present
NYC Department of Education  October 2008 - September 2009
Bear Stearns  December 1990 - March 2008
The NPD Group, Inc.   February 1987 - December 1990
American Bakeries Company   January 1983 - June 1987

Skills
Move Management, Operational Efficiency, Investment Banking, Change Management, Financial Analysis, Project Management

Education
Columbia University - Columbia Business School
Master’s Degree, Program for Executives

Saint John's University
BBA, Accounting

Timothy Boardman Timothy Boardman New York, New York Details
Timothy Boardman's Guggenheim Securities Experience March 2011 - May 2012
Job Director of Business Development North America at PhaseCapital LP
Industry Financial Services
Experience
PhaseCapital LP  April 2015 - Present
STONEHAVEN, LLC  December 2013 - March 2015
MatlinPatterson  June 2013 - December 2013
Goldman Sachs & Co  November 2012 - May 2013
Guggenheim Securities   March 2011 - May 2012
WJB Capital Group, Inc.   July 2008 - February 2011

Skills
Trading, Sales, Brokerage, Hedge Funds, Stock Market, FX Options, Bloomberg, Series 7, Series 63, Equity Trading, Electronic Trading, Equity Derivatives, Financial Markets, FX trading, ETFs, Alternative Investments, CRM, Valuation, Equities, Investments, Derivatives, Corporate Finance, Trading Systems, Fixed Income, Equity Research, Asset Management, Securities, Mutual Funds, Football, Capital Markets, Asset Allocation, Financial Modeling, Due Diligence, Options, FINRA, Investment Banking, Equity Valuation, Bonds, Emerging Markets, Bloomberg Terminal, Private Equity, Mergers & Acquisitions, Portfolio Management, Foreign Exchange, Proprietary Trading, Investor Relations, Commodity, Investment Management

Education
Princeton University   2004 — 2008
Politics

Poly Prep   2000 — 2004

Linda Ardito Linda Ardito Stamford, Connecticut Details
Linda Ardito's Guggenheim Securities Experience October 2009 - April 2011
Job EA to Chief Information Security Officer at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters  April 2012 - Present
Thomson Reuters  November 2011 - Present
Guggenheim Securities   October 2009 - April 2011
Babcock & Brown  November 1998 - March 2009
Marchon Eyewear  November 1997 - November 1998
Abcon Associates   August 1989 - August 1997

Skills
Investment Banking, Due Diligence, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Private Equity, Management, Project Finance, Mergers, Real Estate, Venture Capital, Finance, Capital Markets, Asset Managment, Valuation, Financial Structuring, Asset Management

Education
Suffolk County Community College   1983 — 1985
AAS, Business Administration

North Babylon Senior High   1980 — 1982
High Honors, Regents Diploma, Graduated in the Top 20

Jonathan Bowers Jonathan Bowers Chicago, Illinois Details
Jonathan Bowers's Guggenheim Securities Experience May 2014 - Present
Job Guggenheim Securities LLC
Industry Investment Management
Experience
Guggenheim Securities   May 2014 - Present
Bowers Insurance Agency   March 2013 - May 2014
Abercrombie & Fitch  August 2012 - March 2013
Abercrombie & Fitch  February 2011 - August 2012

Skills
Merchandising, Visual Merchandising, Product Management, Product Development, Cross-functional Team..., Marketing, Retail Sales Analysis, Market Research

Education
Northwestern University   2006 — 2010
B.S., Communication and Media Studies, History (Double Major)

Alexander Sheers Alexander Sheers Greater New York City Area Details
Alexander Sheers's Guggenheim Securities Experience January 2015 - Present
Job Deputy General Counsel, Guggenheim Securities, LLC
Industry Legal Services
Experience
Guggenheim Securities   January 2015 - Present
Law Offices of Alexander Sheers   2013 - January 2015
Mitsubishi UFJ Securities (USA), Inc.   2009 - 2013
JPMorgan Chase  2008 - 2008
Bear Stearns  1994 - 2008
Shearman and Sterling  1985 - 1994
Spengler Carlson Gubar Brodsky & Frischling  1983 - 1985

Skills
Capital Markets, Investment Banking, Corporate Finance, Corporate Governance, Derivatives, Mergers, Private Equity, Compliance, Regulatory Affairs, Investments

Education
Columbia Law School   1980 — 1983
JD, Law

Princeton University   1977 — 1980
MA, Comparative Literature

University of Massachusetts, Amherst   1973 — 1977
BA, Comparative Literature

Phillips Exeter Academy   1970 — 1972

Kris Inton Kris Inton Chicago, Illinois Details
Kris Inton's Guggenheim Securities Experience September 2009 - January 2013
Job Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar  June 2013 - Present
Guggenheim Securities   September 2009 - January 2013
Merrill Lynch  July 2006 - April 2009

Skills
Financial Modeling

Education
University of Illinois at Urbana-Champaign - College of Business   2002 — 2006
B.S., Finance

Elizabeth Sosnov Rotem Elizabeth Sosnov Rotem Greater New York City Area Details
Elizabeth Sosnov Rotem's Guggenheim Securities Experience June 2013 - Present
Job Director at Guggenheim
Industry Investment Banking
Experience
Guggenheim Securities   June 2013 - Present
Morgan Stanley  March 2010 - June 2013
Dresdner Kleinwort  July 2006 - January 2010
Network for Teaching Entrepreneurship  2000 - 2010
Merrill Lynch  July 2002 - July 2006
JP Morgan  2001 - 2001

Skills
Capital Markets, Fixed Income, Hedge Funds, Portfolio Management, Structured Finance, Trading, Securities, Finance, Credit, Loans, Bonds, Equities, Investment Banking

Education
Barnard College   1998 — 2002
BA, Sociology and Economics

Columbia University in the City of New York

Mychal Harrison Mychal Harrison Greater New York City Area Details
Mychal Harrison's Guggenheim Securities Experience February 2012 - January 2013
Job Director at Huron Consulting Group
Industry Financial Services
Experience
Huron Consulting Group  January 2015 - Present
Huron Consulting Group  September 2013 - Present
Guggenheim Securities   February 2012 - January 2013
Cantor Fitzgerald  December 2010 - December 2011
BTIG LLC  March 2009 - November 2010
Duke University  2006 - 2010
Barclays Capital  2006 - January 2009
Credit Suisse  March 2005 - June 2006
Goldman Sachs  January 2004 - March 2005
Goldman Sachs  July 2001 - December 2003

Skills
Valuation, Trading, High Yield Bonds, Debt Restructuring, Financials, Financial Markets, Capital Markets Advisory, Investment Banking, Financial Modeling, TMT, Technology, Fixed Income, Leveraged Finance, Hedge Funds, Strategy, Capital Markets

Education
Duke University   1997 — 2001
BS, Economics

Duke University   1997 — 2001
Certificate, Markets and Management

Michael Braverman Michael Braverman Greater New York City Area Details
Michael Braverman's Guggenheim Securities Experience July 2012 - July 2014
Job Analyst at BBT Capital Management
Industry Investment Banking
Experience
BBT Capital Management   July 2014 - Present
Guggenheim Securities   July 2012 - July 2014

Skills
Valuation

Education
Cornell University   2008 — 2012
B.S.

The Dalton School   1995 — 2008

Peter Ma Peter Ma Greater New York City Area Details
Peter Ma's Guggenheim Securities Experience December 2011 - April 2014
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets  May 2014 - Present
Guggenheim Securities   December 2011 - April 2014
MF Global  September 2011 - November 2011
Keefe, Bruyette & Woods   March 2009 - September 2011
UBS Investment Bank  January 2001 - December 2008
PaineWebber  September 1992 - January 2001

Education
Baruch College, City University of New York (CUNY)
BBA, Economics

Robert Piszko Robert Piszko Greater New York City Area Details
Robert Piszko's Guggenheim Securities Experience January 2013 - June 2014
Job Director Securitized Product Sales at BNP Paribas
Industry Financial Services
Experience
BNP Paribas  July 2014 - Present
Guggenheim Securities   January 2013 - June 2014
UBS Securities Co., Ltd   June 2010 - November 2012
Keefe, Bruyette & Woods   January 2009 - June 2010
Lehman Brothers  June 2000 - September 2008

Education
Fairfield University   1995 — 1999
B.A., Economics

Wishengrad Cory Wishengrad Cory Greater New York City Area Details
Wishengrad Cory's Guggenheim Securities Experience February 2014 - Present
Job Senior Managing Director at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities   February 2014 - Present

Education
Harvard Law School   1996 — 1999
J.D.

Dartmouth College   1992 — 1996
A.B.

Raymond Katz Raymond Katz Greater New York City Area Details
Raymond Katz's Guggenheim Securities Experience March 2011 - Present
Job Director of Research at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   March 2011 - Present
KLR Associates, LLC   December 2007 - January 2011
Bear Stearns  1994 - 2006
Lehman Brothers Holdings Inc.  July 1990 - September 1994
Mabon Nugent & Co.   April 1987 - June 1990
CBS Broadcast Group  1979 - 1986

Skills
Valuation, Analysis, Equity Research, Strategy, Entertainment, Equities, Management, Investment Banking, Finance, Equity Valuation, Financial Modeling, Hedge Funds, Due Diligence, Mergers & Acquisitions, Alternative Investments, Investments, Strategic Planning, Asset Management

Education
New York University - Leonard N. Stern School of Business   1977 — 1979
MBA, Finance

Queens College   1975 — 1978
MA, History

Jay Murphy Jay Murphy Greater New York City Area Details
Jay Murphy's Guggenheim Securities Experience March 2011 - August 2014
Job Managing Director at Mesirow Financial
Industry Investment Banking
Experience
Mesirow Financial  September 2014 - Present
Guggenheim Securities   March 2011 - August 2014
Stone & Youngberg  2009 - March 2011
Goldman Sachs  1980 - 2008

Education
Norwich University   1976 — 1980
BS, Business Administration

High school   1972 — 1976

Christopher Paolino Christopher Paolino Greater New York City Area Details
Christopher Paolino's Guggenheim Securities Experience April 2010 - Present
Job Director at Guggenheim Liquidity Services, LLC
Industry Financial Services
Experience
Guggenheim Securities   April 2010 - Present
LBBW Securities, LLC   December 2008 - April 2010
Goldman Sachs  March 1994 - December 2008
Salomon Brothers  January 1992 - March 1994

Education
Saint Peter's University   1998 — 2000
MS, Accounting

Stockton University   1989 — 1991
BA, Accounting

Richard Shields C.F.A. Richard Shields C.F.A. Greater New York City Area Details
Richard Shields C.F.A.'s Guggenheim Securities Experience April 2012 - September 2013
Job Client Relationship Manager at Heckman Global Advisors
Industry Financial Services
Experience
Heckman Global Advisors   February 2015 - Present
Guggenheim Securities   April 2012 - September 2013
Collins Stewart LLC  2009 - 2012
Bank of America - Banc of America Securities   1999 - 2009
Peregrine Securities H.K. Ltd.   1995 - 1998
Dreyfus Corporation  1980 - 1995

Skills
Series 7, Series 63, CFA, Portfolio Management, Research Analysis, Investment Banking, Equities, Hedge Funds, Chartered Financial..., Derivatives, Fixed Income, Equity Research, Research, Bloomberg, Cash Flow, Financial Modeling, Asset Management, Capital Markets, Alternative Investments

Education
Baruch College, City University of New York (CUNY)
MBA, Business

Syracuse University - Maxwell School of Citizenship and Public Affairs
Bachelor of Arts (BA)

Neil Oberoi Neil Oberoi Greater New York City Area Details
Neil Oberoi's Guggenheim Securities Experience June 2015 - Present
Job Senior Managing Director, Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities   June 2015 - Present
Bank of America Merrill Lynch  August 2003 - May 2015

Education
Columbia University - Columbia Business School   2001 — 2003
MBA, Finance

University of Richmond   1992 — 1996
BS, Biology

William (Bill) Swenson William (Bill) Swenson Greater New York City Area Details
William (Bill) Swenson's Guggenheim Securities Experience 2010 - January 2012
Job Managing Director at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc.  March 2014 - Present
North Sea Partners, LLC  February 2012 - March 2014
Guggenheim Securities   2010 - January 2012
self employed  September 2007 - 2009
CIT  January 2004 - August 2007
CIBC World Markets  1995 - August 2003
Citibank  1983 - 1992
Inland Steel  September 1979 - June 1982

Skills
Middle market credit, Loan markets, Debt capital markets..., Corporate loan sales..., credit risk management, Business management, Start ups, Strategic Planning, Mezzanine Finance, Debt Origination, Financial Institutions, Sponsor Coverage, Capital Raising, Team Building, Capital Markets, Loans, Equities, Leveraged Finance, Portfolio Management, Management, Securities, Bonds, Mezzanine, Start-ups, Risk Management, Fixed Income, Credit, Investments, Trading, Credit Risk, Investment Banking, Hedge Funds, High Yield, Asset Management, Financial Modeling, Financial Structuring, Bloomberg, Credit Analysis, Corporate Finance, Syndications, Structured Finance, Mergers & Acquisitions, Valuation, Emerging Markets, Alternative Investments, Private Equity, Private Placements, Swaps, Structured Products, Financial Services

Education
Northwestern University - Kellogg School of Management   1981 — 1983
MBA, Finance, Marketing and Management majors

Dartmouth College   1975 — 1979
BA, History

New Trier East HS

Ryan Tormey Ryan Tormey Greater New York City Area Details
Ryan Tormey's Guggenheim Securities Experience December 2011 - Present
Job Director at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   December 2011 - Present
MF Global  September 2011 - November 2011
Auriga USA, LLC  February 2010 - July 2011
Descap Securities   April 2009 - February 2010
UBS  October 2003 - January 2009
National Hockey League  June 2002 - September 2002

Education
Fairfield University   1999 — 2003
Business

Danville Wings   1998 — 1999
Danville, IL, North American Hockey League

Bridgewater Bandits   1996 — 1998
Bridgewater, MA, Eastern Junior Hockey League

Catholic Memorial High School   1992 — 1996
College Prep

Doris Chu Doris Chu Greater New York City Area Details
Doris Chu's Guggenheim Securities Experience March 2013 - Present
Job Director Finance and Operations Control at Guggenheim Securities
Industry Accounting
Experience
Guggenheim Securities   March 2013 - Present
Guggnheim Securities   April 2010 - March 2013
UBS  2004 - May 2009
Bear Stearns  September 2001 - August 2004
Bear Stearns  May 1997 - August 2001
Lehman Brothers  May 1993 - April 1997
Lehman Brothers  May 1991 - April 1993
KPMG Peat Marwick & Co   September 1987 - April 1991

Skills
Accounting, Sarbanes-Oxley Act, Auditing, Finance, Mergers & Acquisitions, Internal Controls, Forecasting, Financial Reporting, Financial Analysis, Capital Markets

Education
University at Albany, SUNY   1983 — 1987
BS, Accounting

Andrew Pauker Andrew Pauker New York, New York Details
Andrew Pauker's Guggenheim Securities Experience June 2010 - August 2010
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  November 2013 - Present
Morgan Stanley  March 2013 - November 2013
Morgan Stanley  August 2012 - March 2013
Morgan Stanley  June 2011 - August 2011
Guggenheim Securities   June 2010 - August 2010
Northwestern Mutual  June 2009 - August 2009

Education
The George Washington University   2008 — 2012

Henri Domange Henri Domange Greater Los Angeles Area Details
Henri Domange's Guggenheim Securities Experience November 2010 - June 2013
Job Associate at Freeman Spogli & Co.
Industry Financial Services
Experience
Freeman Spogli & Co.   July 2013 - Present
Guggenheim Securities   November 2010 - June 2013
Gemini Partners  September 2009 - November 2010
Paramita Investments   September 2007 - December 2009
Deloitte Consulting  July 2008 - October 2008

Skills
Valuation, Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Capital Markets, Due Diligence, Structured Finance, Business Valuation, Mergers, Equity Research, Capital IQ

Education
University of California, Los Angeles   2005 — 2008
BA, Business Economics

James Poma James Poma Greater New York City Area Details
James Poma's Guggenheim Securities Experience March 2010 - December 2013
Job VP, Compliance at Guggenheim Securities
Industry Financial Services
Experience
Mizuho Securities Co., Ltd.   2014 - 2015
Guggenheim Securities   March 2010 - December 2013
Calyon  January 2005 - July 2009
Credit Agricole Indosuez  2003 - 2004
IBJ Whitehall Bank & Trust Co.   1984 - 2002

Education
New York University - Leonard N. Stern School of Business   1999 — 2001
MBA, Finance

University of Michigan   1980 — 1984
BA, Economics

Kevin Zhu Kevin Zhu Dallas, Texas Details
Kevin Zhu's Guggenheim Securities Experience July 2012 - July 2014
Job Investment Associate at Citadel LLC
Industry Investment Management
Experience
Citadel LLC  June 2015 - Present
H.I.G. Capital   August 2014 - May 2015
Guggenheim Securities   July 2012 - July 2014
Harris Williams & Co.   June 2011 - August 2011
CMF Associates, LLC   June 2010 - May 2011

Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Mergers & Acquisitions, DCF, LBO, Private Equity, Accounting, Finance, Due Diligence, Mergers, Investment Banking, Hedge Funds, Credit

Education
University of Pennsylvania - The Wharton School   2009 — 2012
Bachelor of Science (BS), Finance

The University of Texas at Austin   2008 — 2009
Bachelor of Business Administration (BBA), BHP, Finance, Economics

Frank Roughan Frank Roughan Greater New York City Area Details
Frank Roughan's Guggenheim Securities Experience April 2010 - Present
Job Director at Guggenheim Securities
Industry Banking
Experience
Guggenheim Securities   April 2010 - Present
LBBW Securities   April 2007 - April 2010
Helix Financial Systems   February 2006 - April 2007
Commerzbanc   April 2004 - December 2005
Bank of New York  September 1999 - April 2004
Bankers Trust  February 1998 - June 1999
Smith Barney  April 1993 - November 1997
Lehman Brothers  March 1989 - April 1993
JPMIM   December 1986 - March 1989

Skills
MBS, ABS, Bonds, Derivatives, Swaps, Structured Products, Securities, Prime Brokerage, Hedge Funds, Trading, Middle Office, Collateral Management, Interest Rate..., Credit Derivatives, FX Options, Money Market, Equity Derivatives, Settlement, Trading Systems

Education
Pace University - Lubin School of Business
BBA, Accounting

Pace University - Lubin School of Business
MBA, Computer Information Systems

James Hwang James Hwang Greater New York City Area Details
James Hwang's Guggenheim Securities Experience July 2014 - Present
Job Senior Associate at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities   July 2014 - Present
Deutsche Bank  July 2013 - July 2014
The GreensLedge Group  February 2013 - July 2013
UBS Investment Bank  January 2010 - January 2013
PricewaterhouseCoopers  September 2008 - January 2010

Education
The George Washington University   2004 — 2008
Bachelor of Science (BS), Accounting

Sultan Alfuraih Sultan Alfuraih Greater Los Angeles Area Details
Sultan Alfuraih's Guggenheim Securities Experience April 2013 - July 2014
Job Entrepreneur | Experienced Finance Professional
Industry Banking
Experience
Guggenheim Securities   April 2013 - July 2014
Bank of America Merrill Lynch  July 2011 - March 2013
Samba Financial Group  May 2006 - July 2009
Schlumberger  June 2002 - March 2006

Skills
Mergers & Acquisitions, Investment Banking, Valuation, Corporate Development, Media & Entertainment, Entrepreneurship, Relationship Management, Corporate Finance, Financial Modeling, Commercial Banking, M&A experience, Financial Analysis, Mergers, Equities, Banking, DCF Valuation, LBO, Due Diligence, Capital Markets

Education
The University of Chicago - Booth School of Business   2009 — 2011
Master of Business Administration (MBA)

Vanderbilt University   1997 — 2001
B.E., Mechanical Engineering and Mathematics

Angie Gomori Angie Gomori Greater New York City Area Details
Angie Gomori's Guggenheim Securities Experience November 2011 - Present
Job Executive Assistant at Guggenheim Securities
Industry Public Relations and Communications
Experience
Guggenheim Securities   November 2011 - Present
Hawkins International Public Relations  August 2009 - November 2011
Goldman Sachs  July 2003 - November 2008
Madison Merchant Partners   January 2003 - July 2003
Gilder Gagnon Howe  April 2000 - October 2002

Education
Northern Illinois University   1990 — 1994
BS, Economics

Margot Schacter Margot Schacter New York, New York Details
Margot Schacter's Guggenheim Securities Experience November 2012 - May 2013
Job Vice President at Guggenheim Securities (through May 2013)
Industry Financial Services
Experience
Guggenheim Securities   November 2012 - May 2013
Jefferies & Company  July 2011 - August 2012
BlackRock  August 2010 - July 2011
CBRE  June 2009 - February 2010
Highline Capital Management  June 2007 - August 2007

Skills
Investments

Education
Columbia College (NY)   2006 — 2010
BA, Economics

Columbia University, Columbia College   2006 — 2010
Bachelor of Arts, Economics

Ramaz School
High School Diploma

Ting Zhou Ting Zhou Greater New York City Area Details
Ting Zhou's Guggenheim Securities Experience July 2012 - January 2014
Job Public Equity Investment Analyst at 1818 Partners
Industry Financial Services
Experience
Brown Brothers Harriman  February 2014 - Present
Guggenheim Securities   July 2012 - January 2014
Barclays Capital  June 2011 - August 2011
Everbright Pramerica Fund Management   July 2010 - August 2010
Citibank  May 2010 - June 2010
Shenshen Real Estate   August 2009 - September 2009
Shenshen Real Estate   May 2008 - August 2008
Princeton Healthcare System  June 2006 - March 2008

Skills
Financial Modeling, Investment Banking, Valuation, Mergers & Acquisitions, Bloomberg, Research, Financial Analysis, Corporate Finance, Data Analysis, Quantitative Analytics, Value Investing, Investment Management, DCF, Equity Research, Finance, Equities, Analysis

Education
University of Pennsylvania   2008 — 2012
B.S. in Economics and B.S. in Engineering, Finance and System Engineering

Jane Titus Jane Titus Greater New York City Area Details
Jane Titus's Guggenheim Securities Experience June 2009 - Present
Job
Industry Fine Art
Experience
Guggenheim Securities   June 2009 - Present
Bear Stearns  January 1998 - June 2008

Skills
Public Speaking, Graphic Design, Microsoft Excel, Theatre, Outlook, Microsoft Office, Teaching, Proofreading, Non-profits, Editing, Event Management, Microsoft Word, Event Planning, Creative Writing, Nonprofits, Administrative..., PowerPoint, Fundraising, Performing Arts, Drama, Entertainment

Education
Reed College   1974 — 1982
Bachelor of Arts (B.A.), Theatre/Theater

University of Washington   1976 — 1978
none, Theatre Literature, History and Criticism

Jordan Mayerson Jordan Mayerson New York, New York Details
Jordan Mayerson's Guggenheim Securities Experience July 2011 - August 2013
Job CoFounder and CEO at Hoplite Power
Industry Consumer Electronics
Experience
Hoplite Power   September 2014 - Present
Goldman Sachs  August 2014 - January 2015
Goldman Sachs  September 2013 - July 2014
Guggenheim Securities   July 2011 - August 2013
The Sage Group  June 2010 - August 2010
JMB Capital   July 2009 - August 2009

Skills
CEOs, Entrepreneurship, Start-ups, Lean Startup, Corporate Development, Microsoft Excel, Microsoft Office, Financial Modeling, Investment Banking, Microsoft Word, Valuation, Investments, Due Diligence, Mergers, Java, Cooking, Singing, Financial Analysis, Python, Bloomberg, Private Equity, Corporate Finance, Capital Markets, Equities, LBO, DCF, Bloomberg Terminal, Series 7, Series 63, Business Valuation, Mergers & Acquisitions, Hedge Funds, Equity Research

Education
University of Pennsylvania   2007 — 2011
Bachelor of Applied Science (BASc), Computer Science

Wharton School, University of Pennsylvania   2007 — 2011
BSE, Finance & Operations and Information Management

Campbell Hall School   2001 — 2007

Jibril Jackson Jibril Jackson Greater Los Angeles Area Details
Jibril Jackson's Guggenheim Securities Experience October 2012 - April 2014
Job Associate at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities   October 2012 - April 2014
Citigroup  July 2010 - October 2012
Skadden Arps  August 2006 - July 2010

Skills
Corporate Finance, Capital Markets, Investment Banking, Mergers, Financial Modeling, Valuation, Due Diligence, LBO, Securities, Equities, Mergers & Acquisitions, Corporate Law, Joint Ventures

Education
Stanford University Law School   2003 — 2006
JD, Law

Morehouse College
BA, Economics, Political Science

Robert Dowling Robert Dowling Greater New York City Area Details
Robert Dowling's Guggenheim Securities Experience August 2010 - Present
Job Operations/Fixed Income Bonds at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Securities   August 2010 - Present
Guggenheim Securities   August 2010 - Present
Guggenheim Securities   August 2010 - Present
SUMMIT SECURITIES GROUP LLC  December 2008 - August 2010
Summit Securities Group LLC  November 2008 - August 2010
JPMorgan Chase  June 2008 - September 2008
J.P. Morgan   March 2008 - September 2008
Bear Stearns & Co  June 2006 - June 2008
Bear Stearns, Inc.   August 1995 - March 2008
Bear Stearns & Co  January 2000 - January 2006

Skills
Financial Analysis, Project Management, PowerPoint, Microsoft Word, Strategic Planning, Risk Management, Investments, Banking, Business Analysis, Change Management, SQL, Accounting, Strategic Financial..., Negotiation, Budgets, Business Strategy

Education
University of Maine
B.S, Political Science

Rich McDermott, CMT Rich McDermott, CMT Greater New York City Area Details
Rich McDermott, CMT's Guggenheim Securities Experience August 2013 - Present
Job Managing Director Head of Middle Markets at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities   August 2013 - Present
Lazard Capital Markets  March 2008 - August 2013
Cowen and Company  2006 - 2008
Schottenfeld Group/Road Runner Partners   2000 - 2006
Cantor Weiss asset management/Bridgewater Partners   1995 - 2000
Lehman Brothers  1993 - 1995
Merrill Lynch  1990 - 1993

Skills
Equities, Series 7, Equity Research, Hedge Funds, Bloomberg, Series 63, Capital Markets, Investments, Fixed Income, Trading, Equity Trading, Valuation, Chartered market...

Education
Hobart College
BA, Political Science

The Loyola School

Brian Ceglarski Brian Ceglarski Greater New York City Area Details
Brian Ceglarski's Guggenheim Securities Experience August 2014 - June 2015
Job VP Equity Sales Trader at Knight Capital Americas
Industry Financial Services
Experience
Guggenheim Securities   August 2014 - June 2015
Knight Capital Americas   July 2007 - June 2014

Skills
Bloomberg, Electronic Trading, Equities, Equity Trading, Hedge Funds, Securities, Series 63, Series 7, Trading, Trading Systems, Options

Education
Fairfield University   2002 — 2006

Bryan Gonnella Bryan Gonnella Greater New York City Area Details
Bryan Gonnella's Guggenheim Securities Experience June 2013 - August 2013
Job Structured Credit Trader
Industry Consumer Services
Experience
Guggenheim Partners  July 2014 - Present
U-Shuttle, LLC   May 2011 - May 2014
Guggenheim Securities   June 2013 - August 2013
Spring Hill Capital Partners   June 2012 - July 2012
Weichert Realtors  June 2011 - August 2011

Skills
Microsoft Excel, Data Analysis, Microsoft Word, PowerPoint, Bloomberg Terminal, Marketing, Social Media

Education
Washington University in St. Louis   2010 — 2014
BSBA, Double Major in Finance and Healthcare Management

DIS Copenhagen   2013 — 2013
Semester Abroad, International Business

Millburn High School   2006 — 2010

London School of Economics and Political Science
Managerial Accounting

Joseph Brosnan Joseph Brosnan Greater New York City Area Details
Joseph Brosnan's Guggenheim Securities Experience April 2015 - Present
Job Managing Director, Distressed Credit Trading at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   April 2015 - Present
FBR Capital Markets  July 2009 - March 2015
Royal Bank of Scotland  May 2007 - June 2009
Credit Suisse  July 2001 - April 2007

Skills
High Yield, Trading, Securities, Hedge Funds, Corporate Finance, Capital Markets, Credit, Fixed Income, Investment Banking, Structured Finance, Alternative Investments, Equities, Structured Products, Financial Structuring, Private Equity

Education
Columbia Law School   1989 — 1991
J.D., Law

Manhattan College   1984 — 1988
B.S., Economics and Finance

April Feng April Feng New York, New York Details
April Feng's Guggenheim Securities Experience May 2014 - Present
Job Structured Products Group at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   May 2014 - Present
Crescent Capital Group  May 2013 - May 2014
Ernst & Young  April 2010 - April 2013
UBS Global Asset Management  July 2008 - May 2009

Education
New York University   2006 — 2010
BA

Chris Packard Chris Packard San Francisco Bay Area Details
Chris Packard's Guggenheim Securities Experience May 2012 - Present
Job Broker at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities   May 2012 - Present
Jefferies & Company  July 2010 - April 2012
Lehman Brothers  June 2001 - June 2009

Education
Cornell University   1996 — 2000
BS, Bidness

Christopher Hsieh Christopher Hsieh New York, New York Details
Christopher Hsieh's Guggenheim Securities Experience July 2014 - Present
Job Investment Banking Analyst at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities   July 2014 - Present
Guggenheim Securities   June 2013 - August 2013
Navidar Group LLC   October 2012 - May 2013
Pepperwood Partners  May 2012 - August 2012

Skills
Investment Banking, Valuation

Education
The University of Texas at Austin - The Red McCombs School of Business   2010 — 2014
Bachelor of Business Administration, Finance

David Connelly David Connelly New York, New York Details
David Connelly's Guggenheim Securities Experience 2008 - 2011
Job Kimberlite Group LLC, President, Partner
Industry Investment Banking
Experience
Kimberlite Advisors, LLC   2013 - Present
Sandler O'Neill  2011 - 2013
Guggenheim Securities   2008 - 2011
Bear Stearns & Co  1984 - 2007

Education
Tulane University - A.B. Freeman School of Business   1981 — 1984
BSM, Accounting and Business/Management

Andy Brummer Andy Brummer Greater New York City Area Details
Andy Brummer's Guggenheim Securities Experience August 2010 - Present
Job Managing Director High Yield Sales Manager at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   August 2010 - Present
Summit Securities LLC   January 2009 - August 2010
BNP Paribas  June 2000 - January 2009

Education
New York University - Leonard N. Stern School of Business   1988 — 1990
Master of Business Administration (M.B.A.)

Colgate University   1981 — 1985
Bachelor's Degree, Political Science / Economics

rob holmen rob holmen United States Details
rob holmen's Guggenheim Securities Experience 2006 - 2010
Job at StoneCastle Partners
Industry Capital Markets
Experience
StoneCastle Securities, LLC   November 2010 - Present
Guggenheim Securities   2006 - 2010
Guggenheim Securities   2000 - 2010
Links Securities   1997 - 2000

Skills
Strategic Planning, Management, Customer Service, Leadership, Sales, Project Management, Microsoft Office, Marketing, Public Speaking, Team Building

Education
Kenyon College   1979 — 1983
Bachelor of Arts (B.A.), English literature

David Paolella David Paolella New York, New York Details
David Paolella's Guggenheim Securities Experience June 2013 - August 2013
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

Taylor Brodarick Taylor Brodarick New York, New York Details
Taylor Brodarick's Guggenheim Securities Experience 2013 - Present
Job Vice President at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   2013 - Present
Guggenheim Securities   2010 - 2012

Skills
Corporate Finance, Financial Modeling, Equity Research, Investments, Hedge Funds, Investment Banking, Private Equity, Series 63, Portfolio Management, Series 7

Education
Dartmouth College

Amani Macaulay Amani Macaulay New York, New York Details
Amani Macaulay's Guggenheim Securities Experience February 2012 - Present
Job Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Securities   February 2012 - Present
Nomura Securities  October 2008 - June 2011
Lehman Brothers  July 2006 - September 2008

Education
Columbia University - Columbia Business School   2004 — 2006
MBA, Finance

Cornell University   1996 — 2001
Bachelor of Science (B.S.), Policy Analysis & Management / Consumer Economics

Michael Shen Michael Shen San Francisco, California Details
Michael Shen's Guggenheim Securities Experience 2012 - 2012
Job Investment Analyst at Criterion Capital Management
Industry Investment Management
Experience
Criterion Capital Management  2015 - Present
Qatalyst Partners  2013 - 2015
Guggenheim Securities   2012 - 2012

Education
University of Pennsylvania - The Wharton School   2009 — 2013
Bachelor of Science (BS), Finance

The Hong Kong University of Science and Technology   2011 — 2011
Study Abroad

Peter Gennari Peter Gennari New York, New York Details
Peter Gennari's Guggenheim Securities Experience September 2013 - Present
Job Equity Research Sales at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities   September 2013 - Present
Lazard Capital Markets  May 2008 - September 2013
UBS  June 2007 - May 2008
Prudential Financial  February 2000 - June 2007

Skills
Equities, Equity Research, Bloomberg, Fixed Income, Sales, Series 63, Capital Markets, Series 7, Hedge Funds, Securities, Electronic Trading, Alternative Investments, Equity Trading, FINRA, Financial Modeling, Valuation

Education
Fordham University   2004 — 2009
Master of Business Administration (MBA), Finance, General

Iona College   1996 — 2000
Bachelor's degree, Finance, General

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