Heartland Advisors, Inc.

Description

Address: 789 N Water St, Milwaukee, WI 53202 Hours: Closed ⋅ Opens 8AM Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (414) 347-7777: Place name: : : : Website: : Category: : Website: https://www.heartlandadvisors.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Heartland Advisors, Inc. Posting publicly on the Web Write a review Reviews 2 Google reviews

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Heartland Advisors, Inc. Employees

Employee
Years
Job
Industry
Jennifer Dorsey Jennifer Dorsey Swampscott, Massachusetts Details
Jennifer Dorsey's Heartland Advisors, Inc. Experience January 2000 - August 2000
Job REALTOR® and Accredited Staging Professional® at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage  March 2014 - Present
Dorsey Household   July 2007 - March 2014
Harvard Vanguard Medical Associates  May 2005 - June 2007
Columbia Management, Bank of America  April 2004 - November 2004
Columbia Management, FleetBoston Financial   February 2001 - April 2004
Columbia Management, Liberty Funds   August 2000 - February 2001
Heartland Advisors, Inc.   January 2000 - August 2000
Funds Distributor, Inc.   December 1997 - December 1999
Funds Distributor, Inc.   November 1996 - December 1997
The New England  January 1995 - November 1996

Skills
Marketing, Public Relations, Strategy, CRM, Leadership, Project Management, Management, Integrated Marketing, Creative Direction, Marketing Communications, Marketing Strategy, Social Media Marketing, Email Marketing, Product Marketing, E-commerce, Sales

Education
Emerson College   1994 — 1996
Master of Arts, Communication Studies

Bryant College   1988 — 1992
Bachelor of Science in Business Administration, Marketing

Michael O'Carroll Michael O'Carroll New York, New York Details
Michael O'Carroll's Heartland Advisors, Inc. Experience June 2009 - May 2010
Job Associate AAG at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets  October 2011 - Present
Royal Bank of Scotland  July 2011 - October 2011
Hospira  May 2010 - August 2010
Heartland Advisors, Inc.   June 2009 - May 2010

Skills
Alternative Investments, Financial Modeling, Valuation, Equities, Hedge Funds, Fixed Income, Finance, Bloomberg, Derivatives, Investment Banking, Private Equity, Equity Research, Options, Capital Markets, Financial Markets, Equity Derivatives

Education
Marquette University   2008 — 2010
BS, Finance & Accounting-Applied Investment Management

Nicole M. (Klaas) Hands Nicole M. (Klaas) Hands Milwaukee, Wisconsin Details
Nicole M. (Klaas) Hands's Heartland Advisors, Inc. Experience January 2012 - Present
Job Digital Marketing Strategist at Heartland Advisors, Inc.
Industry Investment Management
Experience
Heartland Advisors, Inc.   January 2012 - Present
Alliance for Children and Families  May 2007 - January 2012
Metroland Alternative Newsweekly  August 2006 - May 2007

Skills
Writing, Editing, Web Content Management, Web Content, Web Analytics, Content Management, Content Creation, Content Writing, Content Strategy, Social Media, Social Media Marketing, Project Planning, Project Implementation, Project Coordination, Web Project Management, Multimedia Project..., Series 6, Series 63

Education
Ripon College   2003 — 2006
Bachelor's Degree, Politics and Government

American University   2005 — 2005
n/a, Washington Semester in Journalism

Jacey Tessendorf Jacey Tessendorf Milwaukee, Wisconsin Details
Jacey Tessendorf's Heartland Advisors, Inc. Experience September 2013 - May 2015
Job Digital Marketing Specialist at Invivo Corporation
Industry Marketing and Advertising
Experience
Philips Healthcare  May 2015 - Present
Heartland Advisors, Inc.   September 2013 - May 2015
College Possible  August 2012 - August 2013
Project Home, Inc.   January 2012 - July 2012
UW-Madison Housing  August 2010 - February 2012
Safe Harbor Child Advocacy Center  May 2011 - August 2011

Skills
Event Planning, Non-profits, Volunteer Management, Non-profit Fund..., Community Outreach, Nonprofits, Grant Writing, Public Speaking, Student Affairs, Program Development, Student Development, Fundraising, Editing, Marketing, Newsletters, Digital Marketing, Communication

Education
Marquette University   2013 — 2015
Masters of Arts (MA), Communication: Advertising and Public Relations Digital Storytelling

University of Wisconsin-Madison   2008 — 2012
Bachelor of Applied Science (BASc), Community and Nonprofit Leadership

University of Wisconsin-Madison   2008 — 2012
Bachelor of Science Degree, Communication Arts Community and Nonprofit Leadership Minor: Gender and Women's Studies

Neenah High School   2004 — 2008

Julie (Ruffino) Wiech Julie (Ruffino) Wiech Milwaukee, Wisconsin Details
Julie (Ruffino) Wiech's Heartland Advisors, Inc. Experience February 2006 - October 2008
Job Accounting Manager at PKWARE
Industry Computer Software
Experience
Real to Reel Videoworks LLC   March 2010 - Present
PKWARE  February 2015 - Present
PKWARE  January 2013 - February 2015
PKWARE  October 2008 - January 2013
Heartland Advisors, Inc.   February 2006 - October 2008

Skills
Microsoft Excel, Analysis, Salesforce.com, Process Improvement, Budgets, Financial Analysis, Forecasting, Outlook, Microsoft Word, Microsoft Dynamics SL, Accounts Payable, Accounts Receivable, FinancialForce.com, QuickBooks, Management, Accounting, Sage FAS, Financial Statements, Sage FAS Fixed Assets, Fixed Assets, SaaS

Education
Cardinal Stritch University   2015 — 2016
Master of Business Administration (MBA)

Marquette University   2004 — 2008
Bachelor of Science (BS), Accounting

Oak Creek High School   2000 — 2004

Todd Dybul Todd Dybul Greater Milwaukee Area Details
Todd Dybul's Heartland Advisors, Inc. Experience November 1996 - November 2000
Job Yoga Therapist, Yoga/MindBody Instructor, Experiential Therapist
Industry Health, Wellness and Fitness
Experience
Rogers Memorial Hospital  December 2012 - Present
Yogawerx LLC   December 2006 - Present
YGX Consulting   January 2009 - Present
Unity in Motion, Inc.   May 2008 - July 2010
M&I Corporation  November 2000 - January 2009
Heartland Advisors, Inc.   November 1996 - November 2000
Andrews Mautner, Inc.   October 1993 - October 1996

Skills
Marketing Strategy, Marketing Communications, Advertising, Coaching, One-on-one Instruction, Mind-body, Event Planning, Public Relations, Project Management, Web Design, Nonprofits, Strategy, Movement Therapy, Behavioral Health, Group Therapy, Mindfulness, Adolescents, Yoga, Qigong, Tai Chi, Meditation, Child Development, Mindfulness Meditation, Newsletters, Training, Marketing, Wellness Coaching, Small Business, Direct Mail, Stress Management, Wellness, Healing, Holistic Health, Lifestyle Coaching, Lifestyle, Stress, Relaxation, Pain Management, Wellbeing, Nutrition, Corporations, Personal Training, Personal Development, Employee Wellness

Education
University of Wisconsin-Milwaukee   1983 — 1988
B.F.A., Visual Communications

Marquette University   1996 — 1996
Webmasters Certificate

Aaron Picard Aaron Picard Greater Milwaukee Area Details
Aaron Picard's Heartland Advisors, Inc. Experience 2000 - 2007
Job Senior Marketing Manager at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management  October 2011 - Present
Marquette University  January 2010 - Present
Picard Media & Marketing   March 2007 - September 2011
Heartland Advisors, Inc.   2000 - 2007
Lyon Street Asset Management & Old Kent Bank   March 1999 - August 2000
Strong Capital Management  1994 - 1998
University of Wisconsin Milwaukee  1989 - 1993

Skills
10+ years of investment..., Proven analytical skills, Effective communication..., Strategic Planning, Financial Services, Investments, Cross-functional Team..., Program Management, Marketing, Business Analysis, Budgets, Management, Strategy, Leadership, Marketing Communications, Social Media

Education
Marquette University   2010 — 2018
Teaching Certificate, Education & Mathematics

University of Wisconsin-Milwaukee   1985 — 1993
B.A., M.A., & Ph.D.-a.b.d., Economics

Beloit College   1984 — 1985
Economics

Green Bay Premontre High School

Jason Schacht Jason Schacht Appleton, Wisconsin Details
Jason Schacht's Heartland Advisors, Inc. Experience May 2004 - June 2013
Job Analyst
Industry Investment Management
Experience
Kimberly-Clark  December 2014 - Present
Rexnord  October 2014 - December 2014
Lands' End  October 2013 - February 2014
Heartland Advisors, Inc.   May 2004 - June 2013
Heartland Advisors, Inc.   2002 - 2004

Skills
Mutual Funds, Financial Analysis, Financial Modeling, Financial Reporting, Mining, Software, Business Analysis, Investment Management, Semiconductors, BPO, Consumer Staples, Manufacturing, Healthcare Analytics, Communication, Technology, Project Management, Consumer Products, Mergers & Acquisitions, Competitive Analysis, Finance

Education
Marquette University
Master of Business Administration (MBA)

University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.), Finance

University of Wisconsin-Madison

Elizabeth Scalf Elizabeth Scalf Greater Milwaukee Area Details
Elizabeth Scalf's Heartland Advisors, Inc. Experience January 2013 - Present
Job Senior Legal and Compliance Counsel at Heartland Advisors, Inc.
Industry Financial Services
Experience
Heartland Advisors, Inc.   January 2013 - Present
Heartland Advisors, Inc.   January 2011 - January 2013
Heartland Advisors, Inc.   May 2010 - January 2011
Heartland Advisors, Inc.   May 2009 - May 2010
Oshkosh Corporation  2006 - 2007

Education
Marquette University Law School   2007 — 2010
JD

University of Wisconsin-Oshkosh   2004 — 2007
BBA, Finance and Marketing, Magna Cum Laude

B. Michael Poustovoi, CFA B. Michael Poustovoi, CFA Greater New York City Area Details
B. Michael Poustovoi, CFA's Heartland Advisors, Inc. Experience January 2011 - September 2012
Job Investment Manager at TRS of Texas
Industry Investment Management
Experience
TRS of Texas   June 2014 - Present
Eaton Gate Capital LTD   September 2012 - June 2014
Heartland Advisors, Inc.   January 2011 - September 2012
Eaton Gate Capital LTD   June 2008 - December 2010
L-R Global Partners LLC   May 2004 - June 2008
STRS Ohio  April 2001 - May 2004
Morgan Keegan  July 1998 - May 2001
Regent Pacific Group   March 1997 - May 1998

Skills
Financial Analysis, Hedge Funds, Financial Modeling, Fixed Income, Valuation, Private Equity, Bloomberg, Strategic Planning, Alternative Investments, Wealth Management, Mutual Funds, Due Diligence, Investment Management

Education
Oklahoma City University   1994 — 1996
Master of Business Administration (MBA), International Finance

Kiev Polytechnic University   1990 — 1994
Bachelor of Science (BS), Electrical and Electronics Engineering

Brandon Garland Brandon Garland Miami, Florida Details
Brandon Garland's Heartland Advisors, Inc. Experience June 2008 - December 2008
Job Senior Manager Finance & Research, Miller School of Medicine at University of Miami
Industry Higher Education
Experience
University of Miami  March 2013 - Present
Florida International University  January 2011 - March 2013
University of Wisconsin Milwaukee  August 2009 - January 2011
Heartland Advisors, Inc.   June 2008 - December 2008
United States Marine Corps  June 2002 - March 2007

Skills
Budgets, Financial Analysis, Accounting, Finance, Microsoft Excel, Analysis, Leadership, Investments, PowerPoint, Account Reconciliation, Peachtree, Microsoft Office, Customer Service, Management, Forecasting, Human Resources, Government, Research, Policy, Administration, Corporate Finance, •MS Office Advanced..., PeopleSoft Financial..., Real Estate, Marketing, Market Research, Time Management, Spanish, Strategic Planning, Financial Modeling, Access, Data Analysis, Advent Axys Accounting..., Charles River..., Sage Peachtree..., ImageNow and WebNow6..., FactSet Financial..., ADP Payroll Services, Schlage Security..., Astra Scheduling, Statistics, Outlook, Training

Education
Florida International University
Ed.D. Higher Education

University of Wisconsin-Milwaukee   2009 — 2010
Master of Business Administration

University of Wisconsin-Milwaukee   2006 — 2008
Bachelor of Business Administration (BBA), Finance

Cam Stephenson Cam Stephenson Greater Milwaukee Area Details
Cam Stephenson's Heartland Advisors, Inc. Experience January 2012 - Present
Job Vice President, Director of Marketing at Heartland Advisors, Inc.
Industry Financial Services
Experience
Heartland Advisors, Inc.   January 2012 - Present
Stark Investments  February 2007 - January 2012
Artisan Partners  March 2006 - February 2007
Wells Fargo  January 2005 - February 2006
Strong Retirement Plan Services (Acquired by Wells)   September 2003 - December 2004
Kohl's Department Stores  1999 - 2002

Skills
Series 6, Series 63, Strategic Communications, Marketing Communications, Investments, Alternative Investments, Mutual Funds, Hedge Funds

Education
Lake Forest College   1992 — 1996
BA, English

University School of Milwaukee (USM)

Philip Fiskow Philip Fiskow Greater Minneapolis-St. Paul Area Details
Philip Fiskow's Heartland Advisors, Inc. Experience October 2000 - February 2001
Job Vice President Marketing at Sit Investment Associates
Industry Financial Services
Experience
Sit Investment Associates  February 2012 - Present
Ziegler Lotsoff Capital Management  May 2011 - February 2012
Turnbull Asset Advisors   March 2009 - May 2011
Comprehensive Financial Consultants Institutional, Inc.   2005 - 2009
Hyperion Capital Management  2001 - 2005
Heartland Advisors, Inc.   October 2000 - February 2001
MMI Companies, Inc.   May 1997 - May 2000
Pioneer Financial Services, Inc.   June 1991 - May 1997
AAM  December 1988 - June 1991

Education
Marquette University   1974 — 1978
B.S., Finance

Don Bosco

Thomas More

Tom Molosky Tom Molosky Greater Milwaukee Area Details
Tom Molosky's Heartland Advisors, Inc. Experience May 2010 - December 2010
Job Advisor, Value Investor, and ServantLeader
Industry Investment Management
Experience
Global Value Investment Corp.   July 2014 - Present
J.P. Morgan   July 2011 - July 2014
Heartland Advisors, Inc.   May 2010 - December 2010
Milwaukee Private Wealth Management   May 2009 - August 2009

Skills
Investments, Investment Management, Portfolio Management

Education
Marquette University   2007 — 2011
Bachelor of Science in Business Administration, Accounting and Finance

Jeanne Kolimaga Jeanne Kolimaga Greater Milwaukee Area Details
Jeanne Kolimaga's Heartland Advisors, Inc. Experience March 2007 - Present
Job Vice President of Human Resources at Heartland Advisors, Inc.
Industry Investment Management
Experience
Heartland Advisors, Inc.   March 2007 - Present
MRA--The Management Association  October 2000 - February 2007
St. Francis Children's Center   May 2000 - September 2000
Dynacare Laboratories  August 1997 - February 1999

Skills
Employee Relations, Deferred Compensation, Benefits Administration, HR Consulting, Leadership Development, Organizational Design, HR Policies, Strategic HR, Human Resources, Leadership, Recruiting, Labor Relations, Workers Compensation, Onboarding, FMLA, Fishing, Employee Benefits, Workforce Planning, HRIS, SPHR, Organizational..., New Hire Orientations, Compensation & Benefit, Succession Planning, Talent Management, College Recruiting, Employee Engagement, Talent Acquisition

Education
Cardinal Stritch University   1997 — 1999
Masters, Management

University of Wisconsin-Whitewater   1988 — 1992
Bachelors, Communications & HR

Michael Brusko, CIMA® Michael Brusko, CIMA® Greater Milwaukee Area Details
Michael Brusko, CIMA®'s Heartland Advisors, Inc. Experience September 2015 - Present
Job Senior Account Manager at Heartland Advisors, Inc.
Industry Investment Management
Experience
Heartland Advisors, Inc.   September 2015 - Present
Heartland Advisors, Inc.   April 2010 - Present
Cleveland Research Company  June 2009 - September 2009
MF Global  August 2007 - December 2007

Education
Hope College   2005 — 2009
Bachelor of Arts, Finance

Julia Kern Julia Kern Greater Milwaukee Area Details
Julia Kern's Heartland Advisors, Inc. Experience May 2013 - May 2015
Job Accounting and Investment Operations Intern at Heartland Advisors, Inc.
Industry Accounting
Experience
Heartland Advisors, Inc.   May 2013 - May 2015
Baker Hughes  June 2009 - July 2009

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Bookkeeping

Education
Marquette University   2012 — 2015
Bachelor's, BUAD-Accounting

Loyola University New Orleans   2010 — 2012
Accounting, 3.4

John Cabot University

Marquette University
Bachelor of Science, Business Administration; Accounting

The Woodlands High School

Nicole Best, CPA Nicole Best, CPA Greater Milwaukee Area Details
Nicole Best, CPA's Heartland Advisors, Inc. Experience June 2010 - Present
Job SVP, Chief Financial Officer and Chief Administrative Officer at Heartland Advisors, Inc.
Industry Investment Management
Experience
Heartland Advisors, Inc.   June 2010 - Present
Brown Brothers Harriman  2008 - June 2010
Heartland Advisors, Inc.   2005 - 2008
Heartland Advisors, Inc.   1998 - 2005
Arthur Andersen  1995 - 1998

Skills
Mutual Funds, Investments, Financial Services, Series 7, Financial Analysis, Asset Management, Equities, FINRA, Strategic Planning, Financial Reporting, Risk Management, Series 24, Project Management, Operations Management, CPA, Accounting, Corporate Governance, Auditing, Compliance, Series 27, Series 65, Series 99, Series 63, Investment Management, Non-profit Leadership

Education
University of Wisconsin-Milwaukee - Lubar School of Business   2000 — 2002
MBA, Finance

Creighton University   1991 — 1995
BSBA, Accounting & Finance

Derek Pawlak Derek Pawlak Greater Milwaukee Area Details
Derek Pawlak's Heartland Advisors, Inc. Experience 1998 - 2002
Job Portfolio Manager at Henderson Global Investors
Industry Investment Management
Experience
Henderson Global Investors  October 2014 - Present
Geneva Capital Management, Ltd.   April 2007 - October 2014
Ziegler  2002 - 2007
Heartland Advisors, Inc.   1998 - 2002

Skills
Mutual Funds, Asset Allocation, Investments, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Equities, Financial Modeling, Valuation, Fixed Income, Financial Analysis, Financial Services, Retirement Planning

Education
Carroll College
BS - Accounting, Accounting

Marquette University
MBA, Business Administration and Management, General

University of Wisconsin-Milwaukee - School of Business Administration
BBA - Finance, Finance, General

Andy Ballard, CIMA® Andy Ballard, CIMA® Greater Milwaukee Area Details
Andy Ballard, CIMA®'s Heartland Advisors, Inc. Experience April 2009 - June 2015
Job RIA/Bank Trust Investment Director Southeast Territory at RS Investments
Industry Investment Management
Experience
RS Investments  August 2015 - Present
Heartland Advisors, Inc.   April 2009 - June 2015
Alliance Wealth Management   April 2008 - April 2009
Ziegler  June 2006 - October 2007

Skills
Investments, Mutual Funds, Relationship Management, Sales, Business Development, Series 7, Securities, Equities, Financial Services, Series 63, Series 65, RIAs, Asset Allocation, Uniform Combined State..., Investment Advisory, Wealth Management, Finance

Education
Marquette University   2001 — 2006
BS, Marketing, Commercial Real Estate Finance

Sheila Glynn-Criqui Sheila Glynn-Criqui Greater Milwaukee Area Details
Sheila Glynn-Criqui's Heartland Advisors, Inc. Experience January 2013 - Present
Job Intermediary Operations Manager at Heartland Advisors, Inc.
Industry Investment Management
Experience
Heartland Advisors, Inc.   January 2013 - Present
Heartland Advisors, Inc.   June 2011 - December 2012
Heartland Advisors, Inc.   February 2007 - June 2011
Northwestern Mutual  2006 - 2007
Wells Fargo Investments  2001 - 2006

Skills
Investments, Mutual Funds, Relationship Management, Vendor Management, Process Improvement, Business Intelligence, Series 7, Series 63, Series 65, Salesforce.com, Client Service, Data Warehousing, Project Management, Financial Services, Transfer Agency

Education
University of Wisconsin-Milwaukee   2002 — 2006
Master of Arts, French Language and Literature

St. Norbert College   1995 — 1999
BBA, International Business and French

Kevin A. Joy Kevin A. Joy Greater Chicago Area Details
Kevin A. Joy's Heartland Advisors, Inc. Experience July 2010 - Present
Job Vice President of Institutional Sales & Marketing at Heartland Advisors, Inc.
Industry Financial Services
Experience
Heartland Advisors, Inc.   July 2010 - Present
New York Life Insurance Company  September 2009 - June 2010
Goldman Sachs  August 1998 - August 2009
Goldman Sachs  June 1997 - August 1997
International Business Machines  June 1989 - August 1996

Skills
New Business Development, Business Relationship..., Financial Services, Investment Strategies, Mutual Funds, Client Service, Consultant Relations, Public Speaking, Presentations, Business Development, Investments, Business Strategy, Management, Finance, Sales, Portfolio Management, Consulting, CRM, Asset Management, Hedge Funds, Alternative Investments, Series 63, Investment Management, Series 7, Private Equity, Client Services, Equities

Education
University of Wisconsin-Milwaukee   2015 — 2017
Master’s Degree, Financial Analysis

Washington University in St. Louis   1996 — 1998
MBA, Finance and Marketing

Carnegie Mellon University   1985 — 1989
B.S., Mechanical and Biomedical Engineering

Jennifer L. Robinson, RN Jennifer L. Robinson, RN Atlanta, Georgia Details
Jennifer L. Robinson, RN's Heartland Advisors, Inc. Experience March 1999 - September 2005
Job Registered Nurse Family Centered Care at Northside Hospital
Industry Hospital & Health Care
Experience
Northside Hospital  August 2015 - Present
Wendy's/Arby's Group, Inc.   July 2008 - September 2011
VT Services  October 2006 - July 2008
Heartland Advisors, Inc.   March 1999 - September 2005

Education
Kennesaw State University   2013 — 2015
Bachelor’s Degree, Registered Nursing/Registered Nurse

Clay HS

University of Wisconsin-Milwaukee
BA, Communication, Magna Cum Laude

Leigh Hermansen, MSA, CPA Leigh Hermansen, MSA, CPA San Francisco, California Details
Leigh Hermansen, MSA, CPA's Heartland Advisors, Inc. Experience May 2011 - May 2013
Job Accounting Professional in the San Francisco Bay Area
Industry Accounting
Experience
Munchery  May 2015 - Present
Cohen Fund Audit Services  September 2013 - May 2015
Heartland Advisors, Inc.   May 2011 - May 2013
MRY  September 2010 - December 2010
Parties That Cook  June 2009 - August 2009

Skills
Fixed Asset Management, Microsoft Dynamics, Microsoft Office, Laserfiche, Market Research, Marketing, Blogging, Marketing Strategy, Accounting, Investments, Customer Service, Auditing, Financial Reporting, Financial Analysis, Photography, Account Reconciliation, Accounts Payable, Microsoft Excel, Social Media, Financial Accounting

Education
Marquette University   2012 — 2013
Master of Science in Accountancy, Accounting

Marquette University   2008 — 2012
Bachelor of Science, Business Administration; Accounting

Los Altos High School   2004 — 2008

Amphay Douangvilay Amphay Douangvilay Milwaukee, Wisconsin Details
Amphay Douangvilay's Heartland Advisors, Inc. Experience January 2011 - Present
Job Client Service Manager at Heartland Advisors, Inc.
Industry Investment Management
Experience
Heartland Advisors, Inc.   January 2011 - Present
Heartland Advisors, Inc.   October 2004 - January 2011
Heartland Advisors, Inc.   January 2001 - October 2004
Heartland Advisors, Inc.   April 1998 - January 2001
Heartland Advisors, Inc.   September 1996 - April 1998
Channel 10/36 Friends, Inc.   November 1994 - May 1996
Channel 10/36 Friends, Inc.   March 1994 - November 1994

Skills
Series 63, Series 65, Series 6, Mutual Funds

Education
Lakeland College   1997 — 2000
Bachelor of Arts (B.A.), Business Administration

Milwaukee Area Technical College   1993 — 1995
Associate of Arts and Sciences (A.A.S.), Paralegal

Joshua Van Dreel Joshua Van Dreel Milwaukee, Wisconsin Details
Joshua Van Dreel's Heartland Advisors, Inc. Experience May 2004 - Present
Job Equity Trader at Heartland Advisors, Inc.
Industry Investment Management
Experience
Heartland Advisors, Inc.   May 2004 - Present

Skills
Equities, Bloomberg, Series 7, Trading, Investments, Series 63, Securities, Mutual Funds

Education
Marquette University   1999 — 2004
BS, Accounting and Finance

Andrew Fleming, CFA Andrew Fleming, CFA Greater Milwaukee Area Details
Andrew Fleming, CFA's Heartland Advisors, Inc. Experience September 2015 - Present
Job Research Analyst & Value Plus Strategy Portfolio Manager at Heartland Advisors, Inc.
Industry Investment Management
Experience
Heartland Advisors, Inc.   September 2015 - Present
Heartland Advisors, Inc.   June 2012 - August 2015
Heartland Advisors, Inc.   June 2011 - August 2011
McKinley Reserve   September 2006 - August 2010

Education
University of Wisconsin-Madison - School of Business   2010 — 2012
MBA, Applied Securities Analysis Program

Marquette University Law School   2004 — 2007
JD, Law

Georgetown University - The McDonough School of Business   2000 — 2004
BS, Finance

Pat Dowling Pat Dowling Greater Milwaukee Area Details
Pat Dowling's Heartland Advisors, Inc. Experience June 2007 - Present
Job Director of Corporate Systems Architecture at Heartland Advisors
Industry Investment Management
Experience
Heartland Advisors, Inc.   June 2007 - Present
Corporate Technology Solutions, Inc.   2000 - 2007
Laureate Group  1988 - 1997

Skills
Agile Methodologies, Requirements Analysis, Financial Services, Enterprise Architecture, Data Warehousing, Software Development, SDLC, Business Analysis, Requirements Gathering, Database Design, Data Modeling

Education
Carroll University   2000 — 2004
Masters Software Enginerring, Computer Science

Carroll University   1984 — 1988
Bachelor of Science, Computer Science

Kelly (Belken) Viergutz Kelly (Belken) Viergutz Greater Milwaukee Area Details
Kelly (Belken) Viergutz's Heartland Advisors, Inc. Experience November 2005 - February 2013
Job Compliance Representative at Quasar Distributors, LLC
Industry Financial Services
Experience
Quasar Distributors, LLC   April 2013 - Present
Heartland Advisors, Inc.   November 2005 - February 2013

Education
Illinois State University   2000 — 2001
Bachelor of Business Administration (B.B.A.)

Rock Valley College   1997 — 1999
Associate of Arts (A.A.)

Paul Beste, CPA Paul Beste, CPA Greater Milwaukee Area Details
Paul Beste, CPA's Heartland Advisors, Inc. Experience July 2015 - Present
Job Chief Risk Officer at Heartland Advisors, Inc.
Industry Investment Management
Experience
Heartland Advisors, Inc.   July 2015 - Present
Heartland Advisors   1997 - June 2015
Strong Financial Services   1992 - 1997
Strong Capital Management  1992 - 1997
Strong Corneliuson Capital Management   1992 - 1997
Price Waterhouse Coopers formerly Coopers & Lybrand   1984 - 1992
Coopers & Lybrand  1984 - 1992

Skills
Mutual Funds, Securities, Investments, Investment Management, Financial Services, Alternative Investments, Hedge Funds, FINRA, Corporate Governance, 401k, Wealth Management, Investment Advisory, Series 7, Series 24, Series 65, Series 27, Series 99, Series 63, Series 3, Series 4, Mergers & Acquisitions, Equities, Asset Management, Tax, Financial Analysis, Finance

Education
University of Wisconsin-Milwaukee   1988 — 1992
MST, Taxation

Marquette University   1982 — 1984
MBA, Business

University of Wisconsin-Milwaukee - Lubar School of Business   1979 — 1982
BBA, Accounting

Mackenzie Johnson Mackenzie Johnson Greater Milwaukee Area Details
Mackenzie Johnson's Heartland Advisors, Inc. Experience December 2013 - September 2015
Job Legal Counsel at UMB Fund Services
Industry Legal Services
Experience
UMB Fund Services  September 2015 - Present
Heartland Advisors, Inc.   December 2013 - September 2015
Heartland Advisors, Inc.   March 2013 - December 2013
KOHNER, MANN & KAILAS, S.C   May 2012 - July 2012
JUDGE PATRICIA GORENCE, US MAGISTRATE JUDGE   August 2011 - December 2011
ATTORNEY THOMAS GILLIGAN   May 2011 - July 2011
PRESIDING JUDGE PATRICIA CURLEY, WI COURT OF APPEALS   May 2011 - July 2011
Krannert School of Management  August 2009 - May 2010
McNeilus Truck and Manufacturing, Inc.   May 2008 - August 2008

Skills
Legal Writing, Legal Research, Financial Analysis, Securities Regulation, Microsoft Office, PowerPoint, Research, Social Media, Legal Compliance, Finance, Data Analysis, Microsoft Excel, Accounting, Process Improvement, Leadership, Regulatory Filings, Corporate Law, Customer Service, Microsoft Word, Time Management, Marketing, Teamwork, 1940 Act, Complianc, Series 7, Series 63, Investment Management, Mutual Funds, Internal Audit, FINRA, SEC Filings, Investment Advisers Act

Education
Marquette University Law School   2010 — 2013
J.D., cum laude, Law

Purdue University - Krannert School of Management   2006 — 2010
B.S. Management, Finance

Lorraine Ingenito Lorraine Ingenito Bedminster, New Jersey Details
Lorraine Ingenito's Heartland Advisors, Inc. Experience 1996 - 1998
Job Events Manager, Fiddlers Elbow Country Club
Industry Hospitality
Experience
Fiddlers Elbow Country Club  September 2013 - Present
Perryville Inn   February 1998 - August 2012
Heartland Advisors, Inc.   1996 - 1998
Cafe Concepts   1994 - 1996
Ian Schrager Company  1992 - 1994
James Banyon   1987 - 1993

Skills
Customer Service, Marketing Strategy, Team Building, Social Media, New Business Development, Microsoft Word, Microsoft Excel, Management, Budgets, Marketing Communications, Advertising, Sales, Leadership, Marketing, Photoshop, Microsoft Office, QuickBooks, Peachtree, Strategic Planning, Event Planning, Event Management, Social Media Marketing, Research, Online Marketing

Education
Hunter College   1981 — 1986
Bachelor of Arts (B.A.)

School of Visual Arts   1980 — 1981
Photography

Jeff Weatherhead Jeff Weatherhead Dallas/Fort Worth Area Details
Jeff Weatherhead's Heartland Advisors, Inc. Experience November 1998 - December 2007
Job Auditor Travel Accounting at Northrop Grumman Corporation
Industry Accounting
Experience
Northrop Grumman Corporation  October 2009 - Present
Stark Investments  January 2008 - June 2009
Heartland Advisors, Inc.   November 1998 - December 2007
Heartland Advisors - Milwaukee, WI   1998 - 2007

Education
University of Wisconsin-Milwaukee   2001 — 2004
MS Business Management, Accounting

Northwest Missouri State University   1988 — 1993
BS Education, Buisness & Math

Angie Pingel Angie Pingel Greater Milwaukee Area Details
Angie Pingel's Heartland Advisors, Inc. Experience April 1994 - December 2002
Job General Counsel and Chief Compliance Officer at Broadview Advisors, LLC
Industry Investment Management
Experience
Broadview Advisors, LLC   June 2015 - Present
U.S. Bancorp Fund Services, LLC   January 2011 - June 2015
Marshall & Ilsley Trust Company N.A.   November 2007 - March 2010
U.S. Bancorp Fund Services, LLC   October 2004 - November 2007
Krukowski & Costello, S.C.   December 2002 - September 2004
Heartland Advisors, Inc.   April 1994 - December 2002

Skills
Securities, Mutual Funds, Investments, SEC filings, Financial Services, Portfolio Management, Securities Regulation, Trading, Investment Management, Fund Accounting, Financial Analysis, Alternative Investments, Equities, Hedge Funds, Fund Administration

Education
Marquette University Law School   1998 — 2002
Juris Doctor

Lakeland College   1994 — 1995
Bachelor of Arts, Accounting and Business Administration

Devin Hayes Devin Hayes Greater Milwaukee Area Details
Devin Hayes's Heartland Advisors, Inc. Experience October 2012 - April 2013
Job Employment Relations Representative at Milwaukee Public Schools
Industry Higher Education
Experience
Milwaukee Public Schools  November 2014 - Present
Milwaukee Public Schools  November 2013 - November 2014
Heartland Advisors, Inc.   October 2012 - April 2013
Milwaukee Public Schools  June 2012 - August 2012
Midwest Environmental Advocates  January 2012 - June 2012
Ardmore Associates, LLC  July 2005 - January 2008

Education
Marquette University Law School   2010 — 2013
JD

Marquette University   2005 — 2009
BA, Writing Intensive English, Political Science

The University of Chicago Laboratory High School   2001 — 2005
High School Diploma