Heartland Advisors, Inc.
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
Heartland Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Heartland Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Heartland Advisors, Inc. Salaries. You can even request information on how much does Heartland Advisors, Inc. pay if you want to. Learn about salaries, pros and cons of working for Heartland Advisors, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
51 Heartland Advisors, Inc. employees in database. Find out everything there's to know about Heartland Advisors, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Heartland Advisors, Inc. Employees
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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