Hewitt EnnisKnupp, an Aon Company
Industry: Company
DescriptionFounded: 1981 Parent organization: Aon Subsidiaries: Aon Hewitt Group Trust,
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Hewitt EnnisKnupp, an Aon Company Employees
Employee
Years
Job
Industry
Alfonzo Bruno Alfonzo Bruno's Hewitt EnnisKnupp, an Aon Company Experience December 2013 - September 2014
Job Associate Investment Analyst IMRF
Industry Investment Management
Experience
IMRF September 2014 - Present
Hewitt EnnisKnupp, an Aon Company December 2013 - September 2014
Principal Global Investors June 2013 - November 2013
University of Iowa Krause Fund August 2012 - December 2012
Allenberg Cotton Co. August 2012 - August 2012
BP June 2012 - June 2012
Water Tower Financial Partners, LLC June 2011 - December 2011
Skills
Equity Valuation, Financial Modeling, Research, Bloomberg Terminal, FactSet, Capital IQ, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Accounting, Teamwork, Social Media, Public Speaking, Equities, Investments, Bloomberg, Risk Management, Analysis, Economics, Trading, Fixed Income, Options, Equity Research
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
IMRF September 2014 - Present
Hewitt EnnisKnupp, an Aon Company December 2013 - September 2014
Principal Global Investors June 2013 - November 2013
University of Iowa Krause Fund August 2012 - December 2012
Allenberg Cotton Co. August 2012 - August 2012
BP June 2012 - June 2012
Water Tower Financial Partners, LLC June 2011 - December 2011
Skills
Equity Valuation, Financial Modeling, Research, Bloomberg Terminal, FactSet, Capital IQ, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Accounting, Teamwork, Social Media, Public Speaking, Equities, Investments, Bloomberg, Risk Management, Analysis, Economics, Trading, Fixed Income, Options, Equity Research
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
John J. Lee John J. Lee's Hewitt EnnisKnupp, an Aon Company Experience January 1994 - December 2014
Job Partner at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting January 1994 - Present
Hewitt EnnisKnupp, an Aon Company January 1994 - December 2014
First Investors Corporation 1992 - 1994
Motorola 1990 - 1992
Skills
Investments, Pensions, Management Consulting, Pension Funds, Asset Management, Alternative Investments, Credit, Financial Modeling, Financial Analysis, Management, Defined Benefit, Asset Allocation, Investment Management, Equities, Fixed Income, Real Estate, Defined Contribution
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA, Finance and Strategy
The University of Chicago 1986 — 1990
BA, Economics
Aon Hewitt Investment Consulting January 1994 - Present
Hewitt EnnisKnupp, an Aon Company January 1994 - December 2014
First Investors Corporation 1992 - 1994
Motorola 1990 - 1992
Skills
Investments, Pensions, Management Consulting, Pension Funds, Asset Management, Alternative Investments, Credit, Financial Modeling, Financial Analysis, Management, Defined Benefit, Asset Allocation, Investment Management, Equities, Fixed Income, Real Estate, Defined Contribution
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA, Finance and Strategy
The University of Chicago 1986 — 1990
BA, Economics
Jason Rotter, MBA Jason Rotter, MBA's Hewitt EnnisKnupp, an Aon Company Experience 2012 - 2014
Job Investment Management Sales/Business Development and Relationship Management Professional
Industry Investment Management
Experience
Hewitt EnnisKnupp - an Aon Company 2012 - 2014
Windy City Golf League 2008 - 2012
Independent Consultant 2008 - 2012
Callan Associates 2008 - 2008
Van Kampen Investments 2007 - 2008
Van Kampen Investments 2004 - 2007
Fifth Third Bank 2002 - 2003
Morgan Stanley 2001 - 2002
Skills
Portfolio Management, Investments, Investment Strategies, Asset Management, Mutual Funds, Asset Allocation, Investment Management, Business Strategy, Negotiation, Financial Services, Asset Managment, Relationship Management, Account Management, Wealth Management, Series 7, Equities, Research, Due Diligence, Superior Client Service, Customer Relations, Client Service Oriented, Qualitative Research, Alternative Investments, RFI, RFP, Database Administration, Copywriting, Web Content Management, Content Development, Competitive Analysis, CRM, Management, Client Services
Education
The University of Chicago Booth School of Business 2004 — 2007
M.B.A., Finance, Strategic Management, Entrepreneurship
University of Michigan 1995 — 1999
B.A., Economics
Lake Michigan Catholic High School 1992 — 1995
Hewitt EnnisKnupp - an Aon Company 2012 - 2014
Windy City Golf League 2008 - 2012
Independent Consultant 2008 - 2012
Callan Associates 2008 - 2008
Van Kampen Investments 2007 - 2008
Van Kampen Investments 2004 - 2007
Fifth Third Bank 2002 - 2003
Morgan Stanley 2001 - 2002
Skills
Portfolio Management, Investments, Investment Strategies, Asset Management, Mutual Funds, Asset Allocation, Investment Management, Business Strategy, Negotiation, Financial Services, Asset Managment, Relationship Management, Account Management, Wealth Management, Series 7, Equities, Research, Due Diligence, Superior Client Service, Customer Relations, Client Service Oriented, Qualitative Research, Alternative Investments, RFI, RFP, Database Administration, Copywriting, Web Content Management, Content Development, Competitive Analysis, CRM, Management, Client Services
Education
The University of Chicago Booth School of Business 2004 — 2007
M.B.A., Finance, Strategic Management, Entrepreneurship
University of Michigan 1995 — 1999
B.A., Economics
Lake Michigan Catholic High School 1992 — 1995
Timothy McEnery Timothy McEnery's Hewitt EnnisKnupp, an Aon Company Experience June 2007 - Present
Job Senior Investment Consultant at Hewitt EnnisKnupp an AON Company
Industry Financial Services
Experience
Hewitt EnnisKnupp an AON Company June 2007 - Present
Skills
Asset Allocation, Investment Advisory, Risk Management, Financial Analysis, Equities, Fixed Income, Alternative Investments, Portfolio Management, Institutional..., Investment Management, Hedge Funds, Financial Markets, Pension Funds, Investment Strategies, Mutual Funds, Pensions
Education
Eastern Illinois University 2003 — 2007
Bachelor of Science in Business, Finance
Hewitt EnnisKnupp an AON Company June 2007 - Present
Skills
Asset Allocation, Investment Advisory, Risk Management, Financial Analysis, Equities, Fixed Income, Alternative Investments, Portfolio Management, Institutional..., Investment Management, Hedge Funds, Financial Markets, Pension Funds, Investment Strategies, Mutual Funds, Pensions
Education
Eastern Illinois University 2003 — 2007
Bachelor of Science in Business, Finance
Emory Zink Emory Zink's Hewitt EnnisKnupp, an Aon Company Experience February 2013 - January 2015
Job Fund Analyst at Morningstar
Industry Financial Services
Experience
Morningstar August 2015 - Present
Aon Hewitt Investment Consulting January 2015 - July 2015
Hewitt EnnisKnupp, an Aon Company February 2013 - January 2015
Business Horizons August 2012 - December 2013
Scout Investments June 2011 - August 2011
University of Florida January 2008 - August 2010
Santa Fe College August 2007 - March 2010
Lycée Jacques Prévert September 2005 - May 2006
Skills
Public Speaking, Marketing, Data Analysis, Social Media, Teaching, French, Project Management, Analysis, Research
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance and Global Business
Dartmouth College 2006 — 2007
MA, Comparative Literature
Indiana University Bloomington 2002 — 2005
BA, Comparative Literature, Art History, and French
Morningstar August 2015 - Present
Aon Hewitt Investment Consulting January 2015 - July 2015
Hewitt EnnisKnupp, an Aon Company February 2013 - January 2015
Business Horizons August 2012 - December 2013
Scout Investments June 2011 - August 2011
University of Florida January 2008 - August 2010
Santa Fe College August 2007 - March 2010
Lycée Jacques Prévert September 2005 - May 2006
Skills
Public Speaking, Marketing, Data Analysis, Social Media, Teaching, French, Project Management, Analysis, Research
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance and Global Business
Dartmouth College 2006 — 2007
MA, Comparative Literature
Indiana University Bloomington 2002 — 2005
BA, Comparative Literature, Art History, and French
Justin Menze Justin Menze's Hewitt EnnisKnupp, an Aon Company Experience August 2011 - April 2014
Job Associate at Starwood Retail Partners
Industry Commercial Real Estate
Experience
Starwood Retail Partners LLC July 2015 - Present
Prologis April 2014 - July 2015
Hewitt EnnisKnupp, An Aon Company August 2011 - April 2014
Wesland Partners, Inc. August 2010 - August 2011
Apparel Media Group January 2010 - August 2010
Skills
Financial Modeling, Real Estate, Bloomberg, Portfolio Management, Alternative Investments, Investments, Valuation, Hedge Funds, Equities, Corporate Finance, Financial Analysis, Securities, Capital Markets, Private Equity, Modeling, Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Science (M.S.), Real Estate
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Double Major: Finance & Marketing
University of Iowa 2005 — 2009
International Business Certificate, Italian
Starwood Retail Partners LLC July 2015 - Present
Prologis April 2014 - July 2015
Hewitt EnnisKnupp, An Aon Company August 2011 - April 2014
Wesland Partners, Inc. August 2010 - August 2011
Apparel Media Group January 2010 - August 2010
Skills
Financial Modeling, Real Estate, Bloomberg, Portfolio Management, Alternative Investments, Investments, Valuation, Hedge Funds, Equities, Corporate Finance, Financial Analysis, Securities, Capital Markets, Private Equity, Modeling, Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Science (M.S.), Real Estate
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Double Major: Finance & Marketing
University of Iowa 2005 — 2009
International Business Certificate, Italian
Stephen Cummings Stephen Cummings's Hewitt EnnisKnupp, an Aon Company Experience September 2010 - Present
Job President of Hewitt EnnisKnupp, an Aon Company
Industry Financial Services
Experience
Hewitt EnnisKnupp, an Aon Company September 2010 - Present
Mountaintop Inn and Resort May 2002 - Present
Ennis Knupp + Associates March 1989 - September 2010
Marquette Associates June 1997 - May 2000
Mercer Investment Consulting February 1986 - February 1989
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance, Policy
The University of Texas at Austin 1981 — 1985
BS, Physics
Hewitt EnnisKnupp, an Aon Company September 2010 - Present
Mountaintop Inn and Resort May 2002 - Present
Ennis Knupp + Associates March 1989 - September 2010
Marquette Associates June 1997 - May 2000
Mercer Investment Consulting February 1986 - February 1989
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance, Policy
The University of Texas at Austin 1981 — 1985
BS, Physics
Joseph Haas, CFA Joseph Haas, CFA's Hewitt EnnisKnupp, an Aon Company Experience August 2010 - January 2014
Job Defined Contribution Senior Product Manager
Industry Investment Management
Experience
Northern Trust Asset Management January 2014 - Present
Hewitt EnnisKnupp, An Aon Company August 2010 - January 2014
Lincoln Financial Group August 2006 - September 2010
Skills
Spanish, System Improvements, 401k, Investments, Excel, Analytical Skills, Goal Oriented, Retirement, Microsoft Excel
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, With Distinction, Managerial Finance
Marquette University 2002 — 2006
BS, Finance and Spanish
Northern Trust Asset Management January 2014 - Present
Hewitt EnnisKnupp, An Aon Company August 2010 - January 2014
Lincoln Financial Group August 2006 - September 2010
Skills
Spanish, System Improvements, 401k, Investments, Excel, Analytical Skills, Goal Oriented, Retirement, Microsoft Excel
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, With Distinction, Managerial Finance
Marquette University 2002 — 2006
BS, Finance and Spanish
Brandon Conley Brandon Conley's Hewitt EnnisKnupp, an Aon Company Experience July 2012 - March 2015
Job Client Services, BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management March 2015 - Present
Hewitt EnnisKnupp, an Aon Company July 2012 - March 2015
Skills
Investments, Financial Modeling, Financial Analysis, Equities
Education
DePaul University
BMO Global Asset Management March 2015 - Present
Hewitt EnnisKnupp, an Aon Company July 2012 - March 2015
Skills
Investments, Financial Modeling, Financial Analysis, Equities
Education
DePaul University
Winfield Evens's Hewitt EnnisKnupp, an Aon Company Experience February 2009 - Present
Job Director of Outsourcing Investment Strategy | Partner
Industry Financial Services
Experience
Aon Hewitt February 2009 - Present
Hewitt EnnisKnupp, an Aon Company February 2009 - Present
Vision Capital Management January 2006 - January 2008
Jensen Investment Management April 2004 - December 2006
Hewitt Associates March 1993 - March 2004
Skills
Defined Contribution, Due Diligence, Investments, Investment Strategies, Series 7, Defined Benefit, Pension Funds, Portfolio Management, Mutual Funds, Financial Services, Employee Benefits, Investment Advisory, Securities, Retirement, Asset Allocation, Wealth Management, Asset Management, Investment Management, Series 63, Equities, 401k, Alternative Investments, Financial Advisory, Pensions, Insurance, Fixed Income, Retirement Plan..., Finance, Retirement Planning, FINRA, ERISA
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
Penn State University 1988 — 1992
B.S., Labor and Industrial Relations
Aon Hewitt February 2009 - Present
Hewitt EnnisKnupp, an Aon Company February 2009 - Present
Vision Capital Management January 2006 - January 2008
Jensen Investment Management April 2004 - December 2006
Hewitt Associates March 1993 - March 2004
Skills
Defined Contribution, Due Diligence, Investments, Investment Strategies, Series 7, Defined Benefit, Pension Funds, Portfolio Management, Mutual Funds, Financial Services, Employee Benefits, Investment Advisory, Securities, Retirement, Asset Allocation, Wealth Management, Asset Management, Investment Management, Series 63, Equities, 401k, Alternative Investments, Financial Advisory, Pensions, Insurance, Fixed Income, Retirement Plan..., Finance, Retirement Planning, FINRA, ERISA
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
Penn State University 1988 — 1992
B.S., Labor and Industrial Relations
Peter Stucki's Hewitt EnnisKnupp, an Aon Company Experience August 2013 - August 2014
Job Statistical & Financial Analyst at Federal Reserve Bank of Chicago
Industry Financial Services
Experience
Federal Reserve Bank of Chicago August 2014 - Present
Hewitt EnnisKnupp, An Aon Company August 2013 - August 2014
Hewitt EnnisKnupp, An Aon Company June 2011 - July 2013
Marquette University Applied Investment Management (AIM) Program January 2010 - July 2011
Francis Investment Counsel May 2010 - September 2010
Nuveen Investments January 2007 - February 2007
Skills
Morningstar, eVestment Alliance, Principia, Bloomberg, Investments, Financial Modeling, Fixed Income, Equities, Valuation, Financial Analysis, Mutual Funds, Equity Research, Asset Allocation, Microsoft Excel, Hedge Funds, Economics, Bloomberg Terminal
Education
Marquette University 2007 — 2011
Degree: Bachelor of Science, Business Administration Finance & Economics
Cass Business School 2009 — 2010
Finance & Economics
Federal Reserve Bank of Chicago August 2014 - Present
Hewitt EnnisKnupp, An Aon Company August 2013 - August 2014
Hewitt EnnisKnupp, An Aon Company June 2011 - July 2013
Marquette University Applied Investment Management (AIM) Program January 2010 - July 2011
Francis Investment Counsel May 2010 - September 2010
Nuveen Investments January 2007 - February 2007
Skills
Morningstar, eVestment Alliance, Principia, Bloomberg, Investments, Financial Modeling, Fixed Income, Equities, Valuation, Financial Analysis, Mutual Funds, Equity Research, Asset Allocation, Microsoft Excel, Hedge Funds, Economics, Bloomberg Terminal
Education
Marquette University 2007 — 2011
Degree: Bachelor of Science, Business Administration Finance & Economics
Cass Business School 2009 — 2010
Finance & Economics
Douglas Leonhardt Douglas Leonhardt's Hewitt EnnisKnupp, an Aon Company Experience July 2012 - July 2014
Job Director of Quantitative Risk Management at OCC
Industry Financial Services
Experience
OCC July 2014 - Present
Hewitt EnnisKnupp, an Aon Company July 2012 - July 2014
Standish, BNY Mellon Asset Management August 2009 - July 2012
Standish, BNY Mellon Asset Management May 2008 - July 2009
Aon Hewitt January 2000 - July 2007
Aon Hewitt January 1996 - January 2000
Aon Hewitt July 1991 - January 1996
Skills
Fixed Income, Quantitative Finance, Bloomberg, Derivatives, Hedge Funds, Financial Modeling, Portfolio Management, Equities, VBA, Quantitative Analytics, Alternative Investments, Asset Allocation, Asset Managment, Investments, Investment Management, Financial Risk, Fixed Income Analysis, Financial Engineering, Options, Trading, Bonds, Capital Markets, Risk Management, Investment Strategies, Financial Markets, Valuation, Financial Analysis, Asset Management, Management, Strategy, Business Analysis, Leadership, Hedging, Finance, Project Management, Analysis, Data Analysis
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2009
MBA / MSCF, Quantitative Finance
University of North Carolina at Chapel Hill 1987 — 1991
Bachelor of Science with Honors, Mathematics
OCC July 2014 - Present
Hewitt EnnisKnupp, an Aon Company July 2012 - July 2014
Standish, BNY Mellon Asset Management August 2009 - July 2012
Standish, BNY Mellon Asset Management May 2008 - July 2009
Aon Hewitt January 2000 - July 2007
Aon Hewitt January 1996 - January 2000
Aon Hewitt July 1991 - January 1996
Skills
Fixed Income, Quantitative Finance, Bloomberg, Derivatives, Hedge Funds, Financial Modeling, Portfolio Management, Equities, VBA, Quantitative Analytics, Alternative Investments, Asset Allocation, Asset Managment, Investments, Investment Management, Financial Risk, Fixed Income Analysis, Financial Engineering, Options, Trading, Bonds, Capital Markets, Risk Management, Investment Strategies, Financial Markets, Valuation, Financial Analysis, Asset Management, Management, Strategy, Business Analysis, Leadership, Hedging, Finance, Project Management, Analysis, Data Analysis
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2009
MBA / MSCF, Quantitative Finance
University of North Carolina at Chapel Hill 1987 — 1991
Bachelor of Science with Honors, Mathematics
Brenden Garfield, CAIA Brenden Garfield, CAIA's Hewitt EnnisKnupp, an Aon Company Experience January 2010 - December 2013
Job Client Relationship Associate; Relationship management, Product Specialist, Investment Consultant, Client Onboarding
Industry Financial Services
Experience
Legal & General Investment Management America December 2013 - Present
Hewitt EnnisKnupp, an Aon Company January 2010 - December 2013
MF Global August 2009 - January 2010
AEGON N.V. February 2007 - May 2008
Century Securities August 2006 - December 2006
Skills
Financial Analysis, Investments, Analysis, Equities, Portfolio Management, Mutual Funds, Finance, Financial Services, Microsoft Excel, Access, Marketing, Bloomberg, Research, Due Diligence, Securities, Asset Management, Relationship Management, Manager Research, Onboarding, Client Presentation, Content Development, Case Studies, Written Communication, Oral Communication
Education
University of Dayton 2003 — 2006
B.S., Finance
Legal & General Investment Management America December 2013 - Present
Hewitt EnnisKnupp, an Aon Company January 2010 - December 2013
MF Global August 2009 - January 2010
AEGON N.V. February 2007 - May 2008
Century Securities August 2006 - December 2006
Skills
Financial Analysis, Investments, Analysis, Equities, Portfolio Management, Mutual Funds, Finance, Financial Services, Microsoft Excel, Access, Marketing, Bloomberg, Research, Due Diligence, Securities, Asset Management, Relationship Management, Manager Research, Onboarding, Client Presentation, Content Development, Case Studies, Written Communication, Oral Communication
Education
University of Dayton 2003 — 2006
B.S., Finance
Donnie Baskin's Hewitt EnnisKnupp, an Aon Company Experience January 2010 - October 2013
Job Client Relationship Manager Institutional Advisory Solutions, Aon Hewitt Investment Consulting
Industry Capital Markets
Experience
Aon November 2013 - Present
Hewitt EnnisKnupp, An Aon Company January 2010 - October 2013
North Central College August 2008 - December 2009
DataSource Technology, Inc. March 2008 - December 2009
HP Holdings LLC March 2005 - September 2007
Quiet Light Securities LLC June 2004 - March 2005
Skills
Bloomberg, Bloomberg Certified:..., Financial Modeling, Financial Analysis, InvestorForce, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Dreamweaver, X-Trader, Brokertec, GL Win, Strategic Planning, Leadership, Management, Trading
Education
Northwestern University 2000 — 2004
Bachelor of Science (B.S.), Communication Studies
Naperville Central High School 1996 — 2000
Aon November 2013 - Present
Hewitt EnnisKnupp, An Aon Company January 2010 - October 2013
North Central College August 2008 - December 2009
DataSource Technology, Inc. March 2008 - December 2009
HP Holdings LLC March 2005 - September 2007
Quiet Light Securities LLC June 2004 - March 2005
Skills
Bloomberg, Bloomberg Certified:..., Financial Modeling, Financial Analysis, InvestorForce, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Dreamweaver, X-Trader, Brokertec, GL Win, Strategic Planning, Leadership, Management, Trading
Education
Northwestern University 2000 — 2004
Bachelor of Science (B.S.), Communication Studies
Naperville Central High School 1996 — 2000
Kirloes Gerges's Hewitt EnnisKnupp, an Aon Company Experience March 2013 - Present
Job Investment Consultant at Hewitt EnnisKnupp an Aon Company
Industry Real Estate
Experience
Hewitt EnnisKnupp an Aon Company March 2013 - Present
Citco Fund Services March 2011 - March 2013
J.P. Morgan 2008 - 2009
Citigroup 2006 - 2008
Skills
Investran, Financial Modelling, Private Equity, Investor Relations, Fund Of Funds, Alternative Investments, Real Estate, Investment Advisory, Financial Services, Asset Management, Equities, Financial Modeling, Fund Administration, Hedge Funds, Investment Properties, Investments, Finance, Financial Analysis, Portfolio Management, Valuation, Due Diligence
Education
New York University 2014 — 2015
Certificate, Real Estate Finance and Investment
Seton Hall University 2008 — 2010
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1999 — 2003
B.A., Economics
Academic
Hewitt EnnisKnupp an Aon Company March 2013 - Present
Citco Fund Services March 2011 - March 2013
J.P. Morgan 2008 - 2009
Citigroup 2006 - 2008
Skills
Investran, Financial Modelling, Private Equity, Investor Relations, Fund Of Funds, Alternative Investments, Real Estate, Investment Advisory, Financial Services, Asset Management, Equities, Financial Modeling, Fund Administration, Hedge Funds, Investment Properties, Investments, Finance, Financial Analysis, Portfolio Management, Valuation, Due Diligence
Education
New York University 2014 — 2015
Certificate, Real Estate Finance and Investment
Seton Hall University 2008 — 2010
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1999 — 2003
B.A., Economics
Academic
Robert Parkinson III's Hewitt EnnisKnupp, an Aon Company Experience July 2007 - December 2012
Job
Industry Venture Capital & Private Equity
Experience
The Vistria Group January 2013 - Present
Hewitt EnnisKnupp, an Aon Company July 2007 - December 2012
WestLB Mellon Asset Management July 2003 - February 2007
Skills
Private Equity, Venture Capital, Due Diligence, Investments, Portfolio Management, LBO, Alternative Investments, Business Development, Hedge Funds, Asset Managment, Equities, Investment Management, Financial Modeling, Asset Allocation, Investment Advisory
Education
Quinlan School of Business, Loyola University Chicago 2004 — 2005
MBA, Finance
Marquette University 1998 — 2002
BBA, Marketing
Loyola Academy 1994 — 1998
The Vistria Group January 2013 - Present
Hewitt EnnisKnupp, an Aon Company July 2007 - December 2012
WestLB Mellon Asset Management July 2003 - February 2007
Skills
Private Equity, Venture Capital, Due Diligence, Investments, Portfolio Management, LBO, Alternative Investments, Business Development, Hedge Funds, Asset Managment, Equities, Investment Management, Financial Modeling, Asset Allocation, Investment Advisory
Education
Quinlan School of Business, Loyola University Chicago 2004 — 2005
MBA, Finance
Marquette University 1998 — 2002
BBA, Marketing
Loyola Academy 1994 — 1998
Brigid Bower's Hewitt EnnisKnupp, an Aon Company Experience 2014 - 2015
Job Illiquid Assets Consultant
Industry Financial Services
Experience
Aon Hewitt 2015 - Present
Hewitt EnnisKnupp, an Aon Company 2014 - 2015
Hewitt EnnisKnupp, an Aon Company 2012 - 2014
Georgetown University January 2010 - May 2011
United States Department of Defense June 2011 - 2011
U.S. House of Representatives September 2010 - December 2010
Goldman Sachs June 2010 - August 2010
U.S. Department of Labor July 2009 - August 2009
Skills
Microsoft Office, Strategic Planning, Research, Analysis, Economics, Management, Public Speaking, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Portfolio Performance..., Portfolio Optimization, Event Planning, Coordinating Events, Institutional..., Statistics, Econometrics, Statistical Modeling, Valuation
Education
Georgetown University 2007 — 2011
BA
University of Oxford 2009 — 2009
Lake Forest High School 2003 — 2007
Aon Hewitt 2015 - Present
Hewitt EnnisKnupp, an Aon Company 2014 - 2015
Hewitt EnnisKnupp, an Aon Company 2012 - 2014
Georgetown University January 2010 - May 2011
United States Department of Defense June 2011 - 2011
U.S. House of Representatives September 2010 - December 2010
Goldman Sachs June 2010 - August 2010
U.S. Department of Labor July 2009 - August 2009
Skills
Microsoft Office, Strategic Planning, Research, Analysis, Economics, Management, Public Speaking, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Portfolio Performance..., Portfolio Optimization, Event Planning, Coordinating Events, Institutional..., Statistics, Econometrics, Statistical Modeling, Valuation
Education
Georgetown University 2007 — 2011
BA
University of Oxford 2009 — 2009
Lake Forest High School 2003 — 2007
Jacob Punnoose's Hewitt EnnisKnupp, an Aon Company Experience March 1998 - Present
Job Associate Partner at Hewitt EnnisKnupp, An Aon Company
Industry Financial Services
Experience
Hewitt EnnisKnupp, An Aon Company March 1998 - Present
Education
University of Chicago 2006 — 2008
MBA, Concentrations in Finance and Accounting
Northwestern University 1992 — 1996
BA, Economics
Hewitt EnnisKnupp, An Aon Company March 1998 - Present
Education
University of Chicago 2006 — 2008
MBA, Concentrations in Finance and Accounting
Northwestern University 1992 — 1996
BA, Economics
Nick Lenar's Hewitt EnnisKnupp, an Aon Company Experience July 2011 - March 2014
Job AVP, Regional Director, Central Region at Angel Oak Capital Advisors, LLC
Industry Investment Management
Experience
Angel Oak Capital Advisors, LLC June 2015 - Present
Angel Oak Capital Advisors, LLC March 2014 - Present
Hewitt EnnisKnupp, an Aon Company July 2011 - March 2014
Coastal Focus Market Research June 2010 - August 2010
Merrill Lynch June 2010 - August 2010
Indian Hills Country Club May 2008 - August 2009
Skills
Customer Service, Microsoft Excel, Microsoft Word, Management, PowerPoint, Budgets, Microsoft Office, Mutual Funds, Marketing, Event Planning, Research, Market Research, Financial Analysis, Investments
Education
University of South Carolina - Darla Moore School of Business 2007 — 2011
Angel Oak Capital Advisors, LLC June 2015 - Present
Angel Oak Capital Advisors, LLC March 2014 - Present
Hewitt EnnisKnupp, an Aon Company July 2011 - March 2014
Coastal Focus Market Research June 2010 - August 2010
Merrill Lynch June 2010 - August 2010
Indian Hills Country Club May 2008 - August 2009
Skills
Customer Service, Microsoft Excel, Microsoft Word, Management, PowerPoint, Budgets, Microsoft Office, Mutual Funds, Marketing, Event Planning, Research, Market Research, Financial Analysis, Investments
Education
University of South Carolina - Darla Moore School of Business 2007 — 2011
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY