HighTower Company
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HighTower Employees
Employee
Years
Job
Industry
Leslie Robinson Leslie Robinson's HighTower Experience July 2006 - August 2011
Job Assistance Coordinator
Industry Insurance
Experience
AXA Assistance September 2013 - Present
Private August 2011 - December 2012
HighTower July 2006 - August 2011
Skills
Administrative..., Software Documentation, Mas 90, Microsoft Office, Customer Service, Sage, Office Management, Visio, Crystal Reports, Project Planning, ERP, HTML, Time Management, Budgets, MS Project, Microsoft Excel, Team Building, Process Improvement, Salesforce.com, Training, Invoicing, QuickBooks
Education
City Colleges of Chicago-Wilbur Wright College
AXA Assistance September 2013 - Present
Private August 2011 - December 2012
HighTower July 2006 - August 2011
Skills
Administrative..., Software Documentation, Mas 90, Microsoft Office, Customer Service, Sage, Office Management, Visio, Crystal Reports, Project Planning, ERP, HTML, Time Management, Budgets, MS Project, Microsoft Excel, Team Building, Process Improvement, Salesforce.com, Training, Invoicing, QuickBooks
Education
City Colleges of Chicago-Wilbur Wright College
Allison Tran Allison Tran's HighTower Experience July 2015 - Present
Job Product Designer at Hightower
Industry Computer Software
Experience
Hightower July 2015 - Present
Microsoft August 2012 - June 2015
CMU Robotics Institute October 2011 - May 2012
Memorial Sloan-Kettering Cancer Center May 2011 - August 2011
Skills
User Research, User-centered Design, Mobile Applications, Interaction Design, User Experience, Illustrator, User Experience Design, Usability Testing, Adobe Creative Suite, Contextual Inquiry, Rapid Prototyping, User Interface Design, Wireframes
Education
Carnegie Mellon University 2008 — 2012
Bachelor of Fine Arts (BFA), Industrial and Product Design
Stuyvesant High School 2004 — 2008
Hightower July 2015 - Present
Microsoft August 2012 - June 2015
CMU Robotics Institute October 2011 - May 2012
Memorial Sloan-Kettering Cancer Center May 2011 - August 2011
Skills
User Research, User-centered Design, Mobile Applications, Interaction Design, User Experience, Illustrator, User Experience Design, Usability Testing, Adobe Creative Suite, Contextual Inquiry, Rapid Prototyping, User Interface Design, Wireframes
Education
Carnegie Mellon University 2008 — 2012
Bachelor of Fine Arts (BFA), Industrial and Product Design
Stuyvesant High School 2004 — 2008
Brian Waterkotte Brian Waterkotte's HighTower Experience January 2004 - April 2008
Job Digital Sales Manager WGN AM 720 Chicago
Industry Broadcast Media
Experience
WGN Radio AM 720 February 2014 - Present
Brite Media Group February 2012 - February 2014
The Content Factory March 2010 - February 2012
CBS News January 2010 - December 2010
xkzero 2008 - 2010
HighTower January 2004 - April 2008
IBM Global Services June 1997 - December 2004
ESPN Radio January 1993 - June 1997
Eisman Johns and Laws 1984 - 1988
Skills
Marketing Strategy, Internet Marketing, Salesforce.com, Advertising Sales, Direct Sales, Sales Process, Video Production, Photoshop, Keynote, Microsoft Office, Apple Software, Final Cut Pro, iMovie, Mobile Internet, Mobile Technology, Web Marketing, SEO, Online Advertising, Social Networking, Email Marketing, CRM, Integrated Marketing, Online Marketing, Video, SaaS, Strategic Partnerships, Broadcast, Mobile Marketing, Digital Media, Sales Presentations, SEM, Selling, Creative Direction, Digital Marketing, Advertising, Social Media Marketing, Social Media, Lead Generation, Sales, Leadership, Facebook, Marketing Communications, Account Management, Negotiation, Media Buying, Digital Strategy, Media Planning, Management, Brand Development, B2B
Education
Northeastern Illinois University 1996 — 1998
Bachelors, Communication
Northern Kentucky University 1989 — 1991
Communications
ETHS 1984 — 1988
WGN Radio AM 720 February 2014 - Present
Brite Media Group February 2012 - February 2014
The Content Factory March 2010 - February 2012
CBS News January 2010 - December 2010
xkzero 2008 - 2010
HighTower January 2004 - April 2008
IBM Global Services June 1997 - December 2004
ESPN Radio January 1993 - June 1997
Eisman Johns and Laws 1984 - 1988
Skills
Marketing Strategy, Internet Marketing, Salesforce.com, Advertising Sales, Direct Sales, Sales Process, Video Production, Photoshop, Keynote, Microsoft Office, Apple Software, Final Cut Pro, iMovie, Mobile Internet, Mobile Technology, Web Marketing, SEO, Online Advertising, Social Networking, Email Marketing, CRM, Integrated Marketing, Online Marketing, Video, SaaS, Strategic Partnerships, Broadcast, Mobile Marketing, Digital Media, Sales Presentations, SEM, Selling, Creative Direction, Digital Marketing, Advertising, Social Media Marketing, Social Media, Lead Generation, Sales, Leadership, Facebook, Marketing Communications, Account Management, Negotiation, Media Buying, Digital Strategy, Media Planning, Management, Brand Development, B2B
Education
Northeastern Illinois University 1996 — 1998
Bachelors, Communication
Northern Kentucky University 1989 — 1991
Communications
ETHS 1984 — 1988
Christopher Shin Christopher Shin's HighTower Experience July 2015 - Present
Job Managing Director, Partner HighTower Advisors
Industry Financial Services
Experience
HighTower July 2015 - Present
Guggenheim Partners September 2009 - July 2015
Goldman Sachs 2006 - 2008
Sailfish Capital Partners 2005 - 2006
Wachovia Securities 2003 - 2005
Bear Stearns 1995 - 2003
Merrill Lynch Investment Management 1993 - 1995
Skills
Fixed Income, Derivatives, Trading, Portfolio Management, Structured Finance, Hedge Funds, Bloomberg, Alternative Investments, Capital Markets, Equities, Asset Management, Investments, Asset Allocation, Bonds, Commodity, Credit Derivatives, Structured Products
Education
Kellogg Graduate School of Management 1991 — 1993
Master of Science (MS), Finance
University of Chicago 1987 — 1991
Bachelor's degree, Economics
HighTower July 2015 - Present
Guggenheim Partners September 2009 - July 2015
Goldman Sachs 2006 - 2008
Sailfish Capital Partners 2005 - 2006
Wachovia Securities 2003 - 2005
Bear Stearns 1995 - 2003
Merrill Lynch Investment Management 1993 - 1995
Skills
Fixed Income, Derivatives, Trading, Portfolio Management, Structured Finance, Hedge Funds, Bloomberg, Alternative Investments, Capital Markets, Equities, Asset Management, Investments, Asset Allocation, Bonds, Commodity, Credit Derivatives, Structured Products
Education
Kellogg Graduate School of Management 1991 — 1993
Master of Science (MS), Finance
University of Chicago 1987 — 1991
Bachelor's degree, Economics
Hilary Cassman Hilary Cassman's HighTower Experience November 2014 - Present
Job Compliance Associate at HighTower
Industry Financial Services
Experience
HighTower November 2014 - Present
HighTower March 2014 - Present
JCC Camp Chi June 2013 - August 2013
JCC Camp Chi September 2012 - December 2012
JCC Camp Chi June 2012 - August 2012
JCC Camp Chi June 2009 - August 2011
Skills
Social Networking, Social Media, Marketing, Event Planning, Microsoft Office, Telephone Skills, Time Management, Community Outreach, Organizing, Strategic Planning, Facebook, Fundraising, Database Administration, Registration, Client Relationship..., Twitter, Regulatory Compliance, Research
Education
DePaul University 2010 — 2014
Bachelor of Arts (B.A.), PR and Advertising
Adlai E. Stevenson High School 2006 — 2010
High School Diploma
HighTower November 2014 - Present
HighTower March 2014 - Present
JCC Camp Chi June 2013 - August 2013
JCC Camp Chi September 2012 - December 2012
JCC Camp Chi June 2012 - August 2012
JCC Camp Chi June 2009 - August 2011
Skills
Social Networking, Social Media, Marketing, Event Planning, Microsoft Office, Telephone Skills, Time Management, Community Outreach, Organizing, Strategic Planning, Facebook, Fundraising, Database Administration, Registration, Client Relationship..., Twitter, Regulatory Compliance, Research
Education
DePaul University 2010 — 2014
Bachelor of Arts (B.A.), PR and Advertising
Adlai E. Stevenson High School 2006 — 2010
High School Diploma
Susan Daly Susan Daly's HighTower Experience May 2010 - May 2011
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS Wealth Management May 2011 - Present
HighTower May 2010 - May 2011
UBS Wealth Management December 2006 - May 2010
Skills
Asset Allocation, Strategic Financial..., Insurance, Series 7, series 66, Fixed Income, Investments, Wealth Management, Investment Advisory, Hedge Funds, Private Equity, Mortgage Lending, Asset Based Lending, Licensed Life & Health..., Bloomberg, Uniform Combined State...
Education
Concordia College-New York 2013 — 2014
MS Business Leadership, Business leadership
Berkley College 2002 — 2006
BA International Business
UBS Wealth Management May 2011 - Present
HighTower May 2010 - May 2011
UBS Wealth Management December 2006 - May 2010
Skills
Asset Allocation, Strategic Financial..., Insurance, Series 7, series 66, Fixed Income, Investments, Wealth Management, Investment Advisory, Hedge Funds, Private Equity, Mortgage Lending, Asset Based Lending, Licensed Life & Health..., Bloomberg, Uniform Combined State...
Education
Concordia College-New York 2013 — 2014
MS Business Leadership, Business leadership
Berkley College 2002 — 2006
BA International Business
Doug Besso Doug Besso's HighTower Experience March 2012 - Present
Job Chief Technology and Operations Officer at HighTower
Industry Financial Services
Experience
HighTower March 2012 - Present
Calamos Investments July 2009 - March 2012
Wachovia Securities 1999 - June 2009
EVEREN Securities 1996 - 1999
Kemper Financial Services 1988 - 1996
Electronic Data Systems 1987 - 1988
Skills
CIO, Retail Brokerage, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1996
M.B.A, Finance
Iowa State University 1983 — 1987
B.S., Computer Science
HighTower March 2012 - Present
Calamos Investments July 2009 - March 2012
Wachovia Securities 1999 - June 2009
EVEREN Securities 1996 - 1999
Kemper Financial Services 1988 - 1996
Electronic Data Systems 1987 - 1988
Skills
CIO, Retail Brokerage, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1996
M.B.A, Finance
Iowa State University 1983 — 1987
B.S., Computer Science
Emely Reyes's HighTower Experience August 2012 - June 2013
Job HR Coordinator at Filtration Technology Corporation
Industry Human Resources
Experience
Filtration Technology Corporation April 2015 - Present
Medserv - Harris County Medical Society September 2013 - April 2015
HighTower August 2012 - June 2013
The Plumtree Group May 2012 - August 2012
Loyola University Chicago March 2011 - July 2012
Loyola University Chicago September 2009 - May 2011
Skills
Human Resources, Event Planning, Public Speaking, New Hire Orientations, Spanish, Social Networking, Onboarding, Time Management, Interviews, Full-life Cycle..., Employment Verifications, Facebook, Employee Relations, PowerPoint, Customer Service, Editing, Microsoft Word, Microsoft Excel, Social Media, Networking, Telephone Skills, Qualtrics, Organizational Structure, Recruitment Advertising, Cold Calling, Requirements Analysis, Bill Payment, Word, Writing, Excel
Education
Loyola University of Chicago 2009 — 2013
Bachelor's of Business Administration, Human Resource Management and Marketing
Filtration Technology Corporation April 2015 - Present
Medserv - Harris County Medical Society September 2013 - April 2015
HighTower August 2012 - June 2013
The Plumtree Group May 2012 - August 2012
Loyola University Chicago March 2011 - July 2012
Loyola University Chicago September 2009 - May 2011
Skills
Human Resources, Event Planning, Public Speaking, New Hire Orientations, Spanish, Social Networking, Onboarding, Time Management, Interviews, Full-life Cycle..., Employment Verifications, Facebook, Employee Relations, PowerPoint, Customer Service, Editing, Microsoft Word, Microsoft Excel, Social Media, Networking, Telephone Skills, Qualtrics, Organizational Structure, Recruitment Advertising, Cold Calling, Requirements Analysis, Bill Payment, Word, Writing, Excel
Education
Loyola University of Chicago 2009 — 2013
Bachelor's of Business Administration, Human Resource Management and Marketing
Ann Rieder CFP®'s HighTower Experience October 2011 - December 2013
Job President & Founder, Regatta Wealth Management, LLC
Industry Financial Services
Experience
VennWell LLC January 2014 - August 2015
HighTower October 2011 - December 2013
Morgan Stanley Smith Barney October 2009 - October 2011
Smith Barney October 2006 - October 2009
Smith Barney May 2004 - October 2006
Smith Barney May 2002 - May 2004
Smith Barney October 1996 - May 2002
Skills
Financial Advisory, Portfolio Management, New Business Development, Executive Management, Intergenerational..., Corporate Communications, Community Outreach, Financial Management
Education
Drake University 1992 — 1996
Bachelor's degree, Economics and Political Science
VennWell LLC January 2014 - August 2015
HighTower October 2011 - December 2013
Morgan Stanley Smith Barney October 2009 - October 2011
Smith Barney October 2006 - October 2009
Smith Barney May 2004 - October 2006
Smith Barney May 2002 - May 2004
Smith Barney October 1996 - May 2002
Skills
Financial Advisory, Portfolio Management, New Business Development, Executive Management, Intergenerational..., Corporate Communications, Community Outreach, Financial Management
Education
Drake University 1992 — 1996
Bachelor's degree, Economics and Political Science
Ziyun (Jesse) Chen's HighTower Experience January 2013 - May 2013
Job Analyst at Citigroup
Industry Financial Services
Experience
Citi June 2014 - Present
BlackRock May 2013 - August 2013
HighTower January 2013 - May 2013
Skills
Statistics, Stata, Data Analysis, Economics, Research, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Matlab, Teaching, Higher Education
Education
Columbia University in the City of New York 2012 — 2014
Bachelor of Science (B.S.), Financial Engineering
Wabash College 2009 — 2013
Bachelor of Arts (B.A.), Economics & Mathematics
Nanjing Foreign Language School 2006 — 2009
High School
Citi June 2014 - Present
BlackRock May 2013 - August 2013
HighTower January 2013 - May 2013
Skills
Statistics, Stata, Data Analysis, Economics, Research, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Matlab, Teaching, Higher Education
Education
Columbia University in the City of New York 2012 — 2014
Bachelor of Science (B.S.), Financial Engineering
Wabash College 2009 — 2013
Bachelor of Arts (B.A.), Economics & Mathematics
Nanjing Foreign Language School 2006 — 2009
High School
Haley Becker's HighTower Experience May 2014 - Present
Job Student at Eastern University
Industry Accounting
Experience
HighTower May 2014 - Present
Eastern University September 2012 - Present
Rita's Italian Ice March 2010 - August 2014
Bath & Body Works August 2013 - January 2014
Skills
Teamwork, Tenacious Work Ethic, Time Management, Organization Skills, Microsoft Office, Salesforce.com, Interpersonal..., Quick Study, Customer Service, Management
Education
Eastern University 2011 — 2015
Accounting and Finance
HighTower May 2014 - Present
Eastern University September 2012 - Present
Rita's Italian Ice March 2010 - August 2014
Bath & Body Works August 2013 - January 2014
Skills
Teamwork, Tenacious Work Ethic, Time Management, Organization Skills, Microsoft Office, Salesforce.com, Interpersonal..., Quick Study, Customer Service, Management
Education
Eastern University 2011 — 2015
Accounting and Finance
Nicole Urbina Nicole Urbina's HighTower Experience 2008 - 2011
Job Front Desk at Hyatt Regency O'Hare
Industry Hospitality
Experience
Hyatt Regency O'Hare June 2011 - Present
HighTower 2008 - 2011
Skills
Microsoft Word, Customer Service, Microsoft Excel, Social Media, Microsoft Office
Education
Oakton Community College 2009 — 2011
Resurrection High School 2001 — 2005
Hyatt Regency O'Hare June 2011 - Present
HighTower 2008 - 2011
Skills
Microsoft Word, Customer Service, Microsoft Excel, Social Media, Microsoft Office
Education
Oakton Community College 2009 — 2011
Resurrection High School 2001 — 2005
Brian Crouch Brian Crouch's HighTower Experience March 2014 - Present
Job Client Reporting Associate at HighTower
Industry Banking
Experience
HighTower March 2014 - Present
Old Second National Bank January 2013 - February 2014
Old Second National Bank March 2011 - January 2013
Skills
Loans, Retail Banking, Consumer Lending, Cross Selling, Loan Origination, Customer Service, Microsoft Office, Salesforce.com, Home Equity Loans, Home Equity Lines of..., IRAs
Education
Northern Illinois University - College of Business 2007 — 2010
Bachelors, Finance
HighTower March 2014 - Present
Old Second National Bank January 2013 - February 2014
Old Second National Bank March 2011 - January 2013
Skills
Loans, Retail Banking, Consumer Lending, Cross Selling, Loan Origination, Customer Service, Microsoft Office, Salesforce.com, Home Equity Loans, Home Equity Lines of..., IRAs
Education
Northern Illinois University - College of Business 2007 — 2010
Bachelors, Finance
Sara Abu-Ghnaim's HighTower Experience June 2013 - September 2013
Job Technology Consultant at Techedge
Industry Higher Education
Experience
Techedge USA, Inc. June 2015 - Present
Zealous Good June 2014 - Present
HighTower June 2013 - September 2013
Cognitive Neuroscience Lab June 2012 - December 2012
Foley Center for the Study of Lives April 2012 - June 2012
Skills
Research, Statistics, Social Media, Python, Scheme, Programming, SPSS, iMovie, Laboratory, Arabic, Time Management, Academic Tutoring, Data Analysis
Education
Northwestern University 2011 — 2015
Bachelor’s Degree, Computer Science, Psychology
Jones College Preparatory High School 2007 — 2011
Techedge USA, Inc. June 2015 - Present
Zealous Good June 2014 - Present
HighTower June 2013 - September 2013
Cognitive Neuroscience Lab June 2012 - December 2012
Foley Center for the Study of Lives April 2012 - June 2012
Skills
Research, Statistics, Social Media, Python, Scheme, Programming, SPSS, iMovie, Laboratory, Arabic, Time Management, Academic Tutoring, Data Analysis
Education
Northwestern University 2011 — 2015
Bachelor’s Degree, Computer Science, Psychology
Jones College Preparatory High School 2007 — 2011
Robert Graham, CRPS®'s HighTower Experience April 2015 - Present
Job Private Wealth Advisor and Retirement Plans Director at The Bahnsen Group
Industry Financial Services
Experience
HighTower April 2015 - Present
Morgan Stanley January 2013 - April 2015
UBS Financial Services Inc. April 2011 - December 2012
Skills
Finance, Retirement, Microsoft Excel, Investments, Financial Analysis, Customer Service, PowerPoint, Portfolio Management, Mutual Funds, Series 7, RFP, Fiduciary Services, Analysis, Asset Allocation, Hedge Funds, Equities, Retirement Planning, Alternative Investments, Fixed Income
Education
Indiana University - Kelley School of Business 2006 — 2010
BS, Finance
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Finance, General
HighTower April 2015 - Present
Morgan Stanley January 2013 - April 2015
UBS Financial Services Inc. April 2011 - December 2012
Skills
Finance, Retirement, Microsoft Excel, Investments, Financial Analysis, Customer Service, PowerPoint, Portfolio Management, Mutual Funds, Series 7, RFP, Fiduciary Services, Analysis, Asset Allocation, Hedge Funds, Equities, Retirement Planning, Alternative Investments, Fixed Income
Education
Indiana University - Kelley School of Business 2006 — 2010
BS, Finance
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Finance, General
Josh English's HighTower Experience August 2015 - Present
Job Transitions Associate at HighTower | Startups | Charity
Industry Financial Services
Experience
redothecube September 2015 - Present
HighTower August 2015 - Present
A Crazy Idea aka Startup August 2015 - Present
The Portrait Group, LLC November 2013 - August 2015
Envestnet Tamarac January 2013 - November 2013
Envestnet Tamarac December 2011 - January 2013
Mediant Communications February 2011 - December 2011
French/West/Vaughan August 2009 - March 2010
Mediant Communications October 2008 - August 2009
Skills
SQL, Financial Reporting, Data Analysis, Financial Analysis, Microsoft SQL Server, Customer Service, Microsoft Office, Investments, Portfolio Management, Microsoft Excel, Research, Business Analysis, Investor Relations, Public Relations, Team Building, Consulting, Analytics, Client Services, Project Management, Client Service, Rebalancing, RIA, Small Business, Corporate Governance, Microsoft Dynamics, CRM, Leadership, Finance
Education
North Carolina State University 2006 — 2010
Business Administration, Finance and Marketing
redothecube September 2015 - Present
HighTower August 2015 - Present
A Crazy Idea aka Startup August 2015 - Present
The Portrait Group, LLC November 2013 - August 2015
Envestnet Tamarac January 2013 - November 2013
Envestnet Tamarac December 2011 - January 2013
Mediant Communications February 2011 - December 2011
French/West/Vaughan August 2009 - March 2010
Mediant Communications October 2008 - August 2009
Skills
SQL, Financial Reporting, Data Analysis, Financial Analysis, Microsoft SQL Server, Customer Service, Microsoft Office, Investments, Portfolio Management, Microsoft Excel, Research, Business Analysis, Investor Relations, Public Relations, Team Building, Consulting, Analytics, Client Services, Project Management, Client Service, Rebalancing, RIA, Small Business, Corporate Governance, Microsoft Dynamics, CRM, Leadership, Finance
Education
North Carolina State University 2006 — 2010
Business Administration, Finance and Marketing
Jordan Waxman, AIF®, CFP®, CIMA®, CIS®'s HighTower Experience March 2012 - Present
Job Managing Partner, HSW Advisors, Member of the Board of Directors, HighTower
Industry Investment Management
Experience
Friends of McGill University October 2013 - Present
HSW Advisors, a part of HighTower March 2012 - Present
HighTower March 2012 - Present
McGill University, Desautels School of Business September 2009 - Present
Merrill Lynch Private Banking and Investment Group January 2002 - March 2012
Goldman Sachs August 1994 - January 2002
Skills
Estate Planning, Wealth Management, investment consulting, single stock risk..., Risk Management, Portfolio Management, portfolio construction, values-based planning, legacy planning, Pre-IPO, pre-sale planning, Investment Advisory, Alternative Investments, private wealth..., Investments, Private Banking, Personal Financial..., Holistic Financial..., Stocks, Wealth Management..., Swimmer, Plannning, Asset Allocation, Strategic Financial..., Wealth, Investment Advisory..., Investment Management, Investment Strategies, Mutual Funds, Securities, Series 7, Finance, Insurance, Fixed Income, Financial Advisory, Equities, Pensions, Private Equity, Asset Management, Bloomberg, Series 63, Capital Markets, Retirement Planning, Equity Research, Financial Services, Investment Banking, Options, Trading, Financial Markets, Bonds
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA
McGill University 1988 — 1992
B.C.L., LL. B.
McGill University 1983 — 1987
BA
Lower Canada College 1977 — 1981
High School Leaving Certificate
Friends of McGill University October 2013 - Present
HSW Advisors, a part of HighTower March 2012 - Present
HighTower March 2012 - Present
McGill University, Desautels School of Business September 2009 - Present
Merrill Lynch Private Banking and Investment Group January 2002 - March 2012
Goldman Sachs August 1994 - January 2002
Skills
Estate Planning, Wealth Management, investment consulting, single stock risk..., Risk Management, Portfolio Management, portfolio construction, values-based planning, legacy planning, Pre-IPO, pre-sale planning, Investment Advisory, Alternative Investments, private wealth..., Investments, Private Banking, Personal Financial..., Holistic Financial..., Stocks, Wealth Management..., Swimmer, Plannning, Asset Allocation, Strategic Financial..., Wealth, Investment Advisory..., Investment Management, Investment Strategies, Mutual Funds, Securities, Series 7, Finance, Insurance, Fixed Income, Financial Advisory, Equities, Pensions, Private Equity, Asset Management, Bloomberg, Series 63, Capital Markets, Retirement Planning, Equity Research, Financial Services, Investment Banking, Options, Trading, Financial Markets, Bonds
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA
McGill University 1988 — 1992
B.C.L., LL. B.
McGill University 1983 — 1987
BA
Lower Canada College 1977 — 1981
High School Leaving Certificate
Kathleen Anderson Kathleen Anderson's HighTower Experience January 2015 - Present
Job Marketing Director at HighTower
Industry Marketing and Advertising
Experience
HighTower January 2015 - Present
HighTower March 2014 - December 2014
RPM Advertising April 2013 - September 2013
Upshot September 2010 - December 2012
Fraser Communications March 2010 - August 2010
Fraser Communications March 2009 - March 2010
Preston Kelly May 2008 - January 2009
Clarity Coverdale Fury January 2008 - May 2008
Nemer Fieger and Associates September 2007 - December 2007
Skills
Interactive Advertising, Integrated Marketing, Email Marketing, Online Advertising, Advertising, SEM, SEO, New Media, Marketing Strategy, Facebook, Interactive Marketing, Digital Marketing, Digital Strategy, Creative Strategy, Marketing, Account Management, Relationship Marketing, Broadcast, Web Analytics
Education
Drake University 2003 — 2007
B.A. in Journalism and Mass Communications, Advertising Management, Marketing, and Political Science
HighTower January 2015 - Present
HighTower March 2014 - December 2014
RPM Advertising April 2013 - September 2013
Upshot September 2010 - December 2012
Fraser Communications March 2010 - August 2010
Fraser Communications March 2009 - March 2010
Preston Kelly May 2008 - January 2009
Clarity Coverdale Fury January 2008 - May 2008
Nemer Fieger and Associates September 2007 - December 2007
Skills
Interactive Advertising, Integrated Marketing, Email Marketing, Online Advertising, Advertising, SEM, SEO, New Media, Marketing Strategy, Facebook, Interactive Marketing, Digital Marketing, Digital Strategy, Creative Strategy, Marketing, Account Management, Relationship Marketing, Broadcast, Web Analytics
Education
Drake University 2003 — 2007
B.A. in Journalism and Mass Communications, Advertising Management, Marketing, and Political Science
Fitz Bowen's HighTower Experience May 2014 - June 2014
Job Student Athlete at Middlebury College
Industry Financial Services
Experience
Neuberger Berman May 2015 - June 2015
Middlebury Foods November 2013 - October 2014
Bob O'Link Golf Club May 2013 - August 2014
HighTower May 2014 - June 2014
Little Ricky's Rib Joint October 2012 - May 2013
Salmon Cove August 2012 - May 2013
Bowen Lawn Service April 2007 - September 2011
Skills
Nonprofits, Economics, Investments, Social Media, Research, Teamwork, Marketing, Market Research, Public Speaking, Microsoft Office, Microsoft Word, Time Management, Leadership, PowerPoint, Customer Service
Education
Middlebury College 2013 — 2017
Bachelor's Degree, Economics, English (Minor), Sophomore
University of Otago 2015 — 2015
Bachelor’s Degree
Deerfield Academy 2012 — 2013
Postgraduate
New Trier High School 2008 — 2012
High School
Neuberger Berman May 2015 - June 2015
Middlebury Foods November 2013 - October 2014
Bob O'Link Golf Club May 2013 - August 2014
HighTower May 2014 - June 2014
Little Ricky's Rib Joint October 2012 - May 2013
Salmon Cove August 2012 - May 2013
Bowen Lawn Service April 2007 - September 2011
Skills
Nonprofits, Economics, Investments, Social Media, Research, Teamwork, Marketing, Market Research, Public Speaking, Microsoft Office, Microsoft Word, Time Management, Leadership, PowerPoint, Customer Service
Education
Middlebury College 2013 — 2017
Bachelor's Degree, Economics, English (Minor), Sophomore
University of Otago 2015 — 2015
Bachelor’s Degree
Deerfield Academy 2012 — 2013
Postgraduate
New Trier High School 2008 — 2012
High School
Kristina Budgin Kristina Budgin's HighTower Experience February 2015 - Present
Job Communications Associate at HighTower
Industry Writing and Editing
Experience
HighTower February 2015 - Present
Education
Columbia College Chicago 2009 — 2013
Bachelor of the Arts (B.A.), Interdisciplinary: Journalism, Creative Nonfiction
Purdue University Calumet 2009 — 2009
HighTower February 2015 - Present
Education
Columbia College Chicago 2009 — 2013
Bachelor of the Arts (B.A.), Interdisciplinary: Journalism, Creative Nonfiction
Purdue University Calumet 2009 — 2009
Anthony P. Fusaro Anthony P. Fusaro's HighTower Experience June 2014 - June 2015
Job Wealth Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
HighTower June 2014 - June 2015
New York Life & MainStay Investments June 2009 - November 2013
Barclays Investment Bank December 2007 - May 2009
Skills
Investments, Financial Analysis, Securities, Mutual Funds, Portfolio Management, Equities, Asset Management, Financial Planning, Risk Management, Wealth Management, Series 7, Alternative Investments, Series 63, Fixed Income, Trading, Finance, Hedge Funds, Long Term Care Insurance
Education
LIU Post 2005 — 2007
Bachelor’s Degree, Business Administration and Management, General
Chaminade HIgh School
High School
AXA Advisors July 2015 - Present
HighTower June 2014 - June 2015
New York Life & MainStay Investments June 2009 - November 2013
Barclays Investment Bank December 2007 - May 2009
Skills
Investments, Financial Analysis, Securities, Mutual Funds, Portfolio Management, Equities, Asset Management, Financial Planning, Risk Management, Wealth Management, Series 7, Alternative Investments, Series 63, Fixed Income, Trading, Finance, Hedge Funds, Long Term Care Insurance
Education
LIU Post 2005 — 2007
Bachelor’s Degree, Business Administration and Management, General
Chaminade HIgh School
High School
Chris DiCostanzi Chris DiCostanzi's HighTower Experience February 2014 - Present
Job Hightower Financial Services
Industry Financial Services
Experience
HighTower February 2014 - Present
Merrill Lynch February 2012 - February 2014
Skills
Series 7, Uniform Combined State..., Wealth Management, Securities, Retirement Planning, Mutual Funds, Fixed Income, Equities, Asset Allocation, Alternative Investments, FINRA, Wealth Management..., Investment Strategies, Bloomberg, Investment Advisory
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2011
Bachelor of Science (B.S.), Finance, General
HighTower February 2014 - Present
Merrill Lynch February 2012 - February 2014
Skills
Series 7, Uniform Combined State..., Wealth Management, Securities, Retirement Planning, Mutual Funds, Fixed Income, Equities, Asset Allocation, Alternative Investments, FINRA, Wealth Management..., Investment Strategies, Bloomberg, Investment Advisory
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2011
Bachelor of Science (B.S.), Finance, General
Daniel Sobsey Daniel Sobsey's HighTower Experience May 2013 - Present
Job Research Analyst
Industry Investment Management
Experience
HighTower May 2013 - Present
Skills
Economics, PowerPoint, Microsoft Office, Microsoft Word, Risk Management, Financial Analysis, Alternative Investments, Asset Management, Salesforce.com, Market Research, Portfolio Management, Manager Analysis, Capital Markets, Hold Series 7, Hold Series 66
Education
Rutgers University
HighTower May 2013 - Present
Skills
Economics, PowerPoint, Microsoft Office, Microsoft Word, Risk Management, Financial Analysis, Alternative Investments, Asset Management, Salesforce.com, Market Research, Portfolio Management, Manager Analysis, Capital Markets, Hold Series 7, Hold Series 66
Education
Rutgers University
Becca Knauss Becca Knauss's HighTower Experience 2008 - 2012
Job Vice President, Transition & Advisor Services at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners June 2013 - Present
Harris myCFO a part of BMO Financial Group March 2012 - June 2013
HighTower 2008 - 2012
Skills
Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Investments, Investment Advisory, Wealth Management..., Investment Strategies, Investment Management, Finance, Financial Advisory, Retirement Planning, Asset Management, Wealth, Securities
Education
Michigan State University
Dynasty Financial Partners June 2013 - Present
Harris myCFO a part of BMO Financial Group March 2012 - June 2013
HighTower 2008 - 2012
Skills
Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Investments, Investment Advisory, Wealth Management..., Investment Strategies, Investment Management, Finance, Financial Advisory, Retirement Planning, Asset Management, Wealth, Securities
Education
Michigan State University
Ferian Nickelson Ferian Nickelson's HighTower Experience February 2015 - Present
Job Director, Custodian Relationships and Service at HighTower
Industry Financial Services
Experience
HighTower February 2015 - Present
HighTower January 2012 - Present
Morgan Stanley March 2008 - December 2011
Morgan Stanley November 2006 - 2008
Morgan Stanley June 2004 - November 2006
Morristown BMW / MINI Cooper June 2002 - June 2004
Skills
Transition Management, Transition Planning, Strategy, Project Management, Program Management, Training, Wealth Management..., Financial Services, Executive Management, Sales, Marketing, Trading Systems, Equities, Estate Planning, Series 7, Finance, Management, Investments, Financial Analysis, Portfolio Management, Risk Management
Education
Fordham Gabelli School of Business 2001 — 2004
BS
Randolph High School
HighTower February 2015 - Present
HighTower January 2012 - Present
Morgan Stanley March 2008 - December 2011
Morgan Stanley November 2006 - 2008
Morgan Stanley June 2004 - November 2006
Morristown BMW / MINI Cooper June 2002 - June 2004
Skills
Transition Management, Transition Planning, Strategy, Project Management, Program Management, Training, Wealth Management..., Financial Services, Executive Management, Sales, Marketing, Trading Systems, Equities, Estate Planning, Series 7, Finance, Management, Investments, Financial Analysis, Portfolio Management, Risk Management
Education
Fordham Gabelli School of Business 2001 — 2004
BS
Randolph High School
Grant Schafle Grant Schafle's HighTower Experience 2013 - 2015
Job MBA Candidate at Stanford Graduate School of Business
Industry Financial Services
Experience
HighTower 2013 - 2015
Yale University Careers 2011 - 2013
Medtronic Spine & Biologics June 2010 - August 2010
Credit Suisse June 2008 - August 2008
Skills
Stata, Data Analysis, Editing, Nonprofits, Policy Analysis, Public Speaking, Research, Spanish, Investments, Financial Modeling, Community Outreach
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Yale University 2007 — 2011
Bachelor's Degree, Economics
Peking University 2010 — 2010
Yale University - Peking University Joint Undergraduate Program
HighTower 2013 - 2015
Yale University Careers 2011 - 2013
Medtronic Spine & Biologics June 2010 - August 2010
Credit Suisse June 2008 - August 2008
Skills
Stata, Data Analysis, Editing, Nonprofits, Policy Analysis, Public Speaking, Research, Spanish, Investments, Financial Modeling, Community Outreach
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Yale University 2007 — 2011
Bachelor's Degree, Economics
Peking University 2010 — 2010
Yale University - Peking University Joint Undergraduate Program
Nancy Johnson Jones's HighTower Experience August 2008 - July 2009
Job Chief Compliance Officer at BOSC, Inc., A subsidiary of BOK Financial Corp.
Industry Financial Services
Experience
BOSC, Inc., A subsidiary of BOK Financial Corp. April 2013 - Present
Financial Network Investment Corporation, Member SIPC August 2010 - March 2013
CFP Board of Standards January 2007 - December 2010
Strategic Compliance Concepts August 2009 - August 2010
HighTower August 2008 - July 2009
BKD Wealth Advisors, LLC October 2006 - August 2008
Financial Planning Association (FPA) 2002 - 2004
1st Global January 2000 - June 2001
Cambridge Investment Research September 1996 - December 1999
Long Grove Trading Company 1989 - 1996
Skills
Investment Advisory, Securities, Asset Management, Compliance, Series 7, Series 24, Risk Management, High-Impact..., Leadership, Series 65, Financial Operations..., Consulting, Expert Witness, FINRA, Fiduciary
Education
Indiana University-Purdue University at Indianapolis 1980 — 1983
BS, Policy & Administration
BOSC, Inc., A subsidiary of BOK Financial Corp. April 2013 - Present
Financial Network Investment Corporation, Member SIPC August 2010 - March 2013
CFP Board of Standards January 2007 - December 2010
Strategic Compliance Concepts August 2009 - August 2010
HighTower August 2008 - July 2009
BKD Wealth Advisors, LLC October 2006 - August 2008
Financial Planning Association (FPA) 2002 - 2004
1st Global January 2000 - June 2001
Cambridge Investment Research September 1996 - December 1999
Long Grove Trading Company 1989 - 1996
Skills
Investment Advisory, Securities, Asset Management, Compliance, Series 7, Series 24, Risk Management, High-Impact..., Leadership, Series 65, Financial Operations..., Consulting, Expert Witness, FINRA, Fiduciary
Education
Indiana University-Purdue University at Indianapolis 1980 — 1983
BS, Policy & Administration
William Norton William Norton's HighTower Experience April 2009 - May 2012
Job Vice President Ethics Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
US Navy 1988 - Present
HighTower April 2009 - May 2012
Goldman Sachs February 1999 - March 2009
Goldman Sachs 2001 - 2003
Goldman Sachs 1999 - 2001
Fidelity Investments 1993 - 1999
Skills
Process Improvement, Team Building, Customer Service, Resource Management, Operations Management, Risk Management, Customer Relations, Program Management, Security Clearance, Compliance, Change Management, Leadership Development, Mentoring, Risk Mitigation, Problem Solving, Microsoft Office, Executive Management, Business Process..., Leadership, Team Leadership, Management, Project Management, Financial Services, Recruiting, CRM, Training, Analysis, Strategy, Policy, Human Resources, Budgets, Government
Education
Norwich University 1984 — 1988
BS, Computer Science Business
Fidelity Investments June 2012 - Present
US Navy 1988 - Present
HighTower April 2009 - May 2012
Goldman Sachs February 1999 - March 2009
Goldman Sachs 2001 - 2003
Goldman Sachs 1999 - 2001
Fidelity Investments 1993 - 1999
Skills
Process Improvement, Team Building, Customer Service, Resource Management, Operations Management, Risk Management, Customer Relations, Program Management, Security Clearance, Compliance, Change Management, Leadership Development, Mentoring, Risk Mitigation, Problem Solving, Microsoft Office, Executive Management, Business Process..., Leadership, Team Leadership, Management, Project Management, Financial Services, Recruiting, CRM, Training, Analysis, Strategy, Policy, Human Resources, Budgets, Government
Education
Norwich University 1984 — 1988
BS, Computer Science Business
Michael Joseph's HighTower Experience January 2015 - March 2015
Job Advisor Marketing Intern at Morningstar
Industry Marketing and Advertising
Experience
Morningstar June 2015 - Present
Cars.com March 2015 - June 2015
HighTower January 2015 - March 2015
Alpha Kappa Psi 2014 - 2015
Red Frog Events May 2014 - August 2014
Packback January 2014 - April 2014
Wheeling Park Commission May 2009 - August 2013
Skills
Microsoft Excel, Facebook, Photoshop, Social Media, Social Networking, PowerPoint, Microsoft Word, Microsoft Office, Brand Development, Time Management, Marketing, Public Relations, Management, Customer Service, Marketing Strategy, Leadership
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Marketing, Economics, Junior
The Linsly School 2005 — 2012
Morningstar June 2015 - Present
Cars.com March 2015 - June 2015
HighTower January 2015 - March 2015
Alpha Kappa Psi 2014 - 2015
Red Frog Events May 2014 - August 2014
Packback January 2014 - April 2014
Wheeling Park Commission May 2009 - August 2013
Skills
Microsoft Excel, Facebook, Photoshop, Social Media, Social Networking, PowerPoint, Microsoft Word, Microsoft Office, Brand Development, Time Management, Marketing, Public Relations, Management, Customer Service, Marketing Strategy, Leadership
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Marketing, Economics, Junior
The Linsly School 2005 — 2012
Christophel Rey Kuizon Christophel Rey Kuizon's HighTower Experience January 2009 - April 2011
Job Developer, Information Technology at National Council of State Boards of Nursing(NCSBN)
Industry Computer Software
Experience
National Council of State Boards of Nursing(NCSBN) April 2011 - Present
HighTower January 2009 - April 2011
NCR Cebu Development Center, Inc. October 2006 - May 2008
Skills
ASP.NET, C#, Microsoft SQL Server, .NET, XML, Crystal Reports, SQL, Databases, AJAX, Integration, Software Development, SDLC, Software Documentation, Testing, Web Applications
Education
AMA University 1996 — 2001
BS Computer Science
National Council of State Boards of Nursing(NCSBN) April 2011 - Present
HighTower January 2009 - April 2011
NCR Cebu Development Center, Inc. October 2006 - May 2008
Skills
ASP.NET, C#, Microsoft SQL Server, .NET, XML, Crystal Reports, SQL, Databases, AJAX, Integration, Software Development, SDLC, Software Documentation, Testing, Web Applications
Education
AMA University 1996 — 2001
BS Computer Science
Robert Gardiner Robert Gardiner's HighTower Experience June 2015 - August 2015
Job Student at Hamilton College
Industry
Experience
HighTower June 2015 - August 2015
Fugazy Transportation (U.S. Tennis Open) August 2014 - August 2014
Brinkman & Associates Reforestation May 2014 - July 2014
Hamilton College September 2013 - April 2014
Education
Hamilton College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Faculty of Business Administration - Corvinus University of Budapest 2015 — 2015
Semester Abroad, International Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Corporate Finance Course
The Hotchkiss School 2009 — 2012
HighTower June 2015 - August 2015
Fugazy Transportation (U.S. Tennis Open) August 2014 - August 2014
Brinkman & Associates Reforestation May 2014 - July 2014
Hamilton College September 2013 - April 2014
Education
Hamilton College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Faculty of Business Administration - Corvinus University of Budapest 2015 — 2015
Semester Abroad, International Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Corporate Finance Course
The Hotchkiss School 2009 — 2012
Pat Leccese Pat Leccese's HighTower Experience August 2010 - June 2011
Job Senior Sales Associate at MSPC Certified Public Accountants and Advisors
Industry Computer Software
Experience
MSPC Certified Public Accountants and Advisors January 2014 - Present
Tour de Force CRM July 2012 - Present
SBS Group January 2013 - October 2013
Phocas Software August 2011 - July 2012
Independent Sales Consultant June 2011 - August 2011
HighTower August 2010 - June 2011
Sales Resource Group 2007 - 2010
Net@Work 2005 - 2007
Independent Sales Consulting 2002 - 2005
Business Micro Solutions/ePartners 1996 - 2001
Skills
Solution Selling, ERP, Selling, Manufacturing, Compliance, Account Management, SaaS, Consulting, Business Intelligence, CRM, Sales Process, Business Process, Strategy, Sales Operations, Strategic Planning, Accounting, Management Consulting, Cross-functional Team..., Business Planning, Cloud Computing, Product Management, Sales, Process Improvement, Negotiation, Enterprise Software, Business Development, B2B, Leadership, Software Industry, Sales Management, Forecasting, Management, Professional Services, Start-ups
Education
Fairleigh Dickinson University
MSPC Certified Public Accountants and Advisors January 2014 - Present
Tour de Force CRM July 2012 - Present
SBS Group January 2013 - October 2013
Phocas Software August 2011 - July 2012
Independent Sales Consultant June 2011 - August 2011
HighTower August 2010 - June 2011
Sales Resource Group 2007 - 2010
Net@Work 2005 - 2007
Independent Sales Consulting 2002 - 2005
Business Micro Solutions/ePartners 1996 - 2001
Skills
Solution Selling, ERP, Selling, Manufacturing, Compliance, Account Management, SaaS, Consulting, Business Intelligence, CRM, Sales Process, Business Process, Strategy, Sales Operations, Strategic Planning, Accounting, Management Consulting, Cross-functional Team..., Business Planning, Cloud Computing, Product Management, Sales, Process Improvement, Negotiation, Enterprise Software, Business Development, B2B, Leadership, Software Industry, Sales Management, Forecasting, Management, Professional Services, Start-ups
Education
Fairleigh Dickinson University
Shreyans Shah Shreyans Shah's HighTower Experience March 2013 - August 2015
Job Principal Enterprise Architect
Industry Financial Services
Experience
HighTower March 2013 - August 2015
Calamos Investments February 2011 - March 2013
American Residential Services June 2004 - January 2011
OAG May 2000 - June 2004
Panasonic May 1999 - May 2000
Intellution January 1997 - April 1999
Skills
IIS, .NET, Microsoft SQL Server, SQL, WCF, ASP.NET, VB.NET, C#, SDLC, Sitecore, SharePoint, jQuery, JavaScript, LINQ, SSRS, T-SQL, XML, Visual Studio, Agile Methodologies, Software Development, Integration, MCSD, Web Services, Enterprise Architecture, ASP.NET MVC, Windows, NHibernate, Relational Databases, Windows 7, Microsoft Certified..., Salesforce.com..., AngularJS, Design Patterns, Test Driven Development, Project Management, Web Analytics
Education
Kaplan University
Bachelor of Science
HighTower March 2013 - August 2015
Calamos Investments February 2011 - March 2013
American Residential Services June 2004 - January 2011
OAG May 2000 - June 2004
Panasonic May 1999 - May 2000
Intellution January 1997 - April 1999
Skills
IIS, .NET, Microsoft SQL Server, SQL, WCF, ASP.NET, VB.NET, C#, SDLC, Sitecore, SharePoint, jQuery, JavaScript, LINQ, SSRS, T-SQL, XML, Visual Studio, Agile Methodologies, Software Development, Integration, MCSD, Web Services, Enterprise Architecture, ASP.NET MVC, Windows, NHibernate, Relational Databases, Windows 7, Microsoft Certified..., Salesforce.com..., AngularJS, Design Patterns, Test Driven Development, Project Management, Web Analytics
Education
Kaplan University
Bachelor of Science
Adam Thurgood, CFA's HighTower Experience August 2012 - Present
Job Wealth Manager, Managing Director, Partner at HighTower
Industry Financial Services
Experience
HighTower August 2012 - Present
Junior Achievement of Southern Nevada April 2010 - Present
University of Nevada Las Vegas August 2009 - Present
CFA Institute 2004 - Present
Merrill Lynch April 2002 - August 2012
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Retirement Planning, Personal Financial..., Investment Policy, University Teaching, Finance, Bloomberg, Statistical Analysis, Investments
Education
Boston University 2004 — 2006
Master's degree, Banking and Financial Management, 3.94
University of Nevada-Las Vegas 1998 — 2000
Bachelor's degree, Finance, General, 3.91 - Magna Cum Laude
HighTower August 2012 - Present
Junior Achievement of Southern Nevada April 2010 - Present
University of Nevada Las Vegas August 2009 - Present
CFA Institute 2004 - Present
Merrill Lynch April 2002 - August 2012
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Retirement Planning, Personal Financial..., Investment Policy, University Teaching, Finance, Bloomberg, Statistical Analysis, Investments
Education
Boston University 2004 — 2006
Master's degree, Banking and Financial Management, 3.94
University of Nevada-Las Vegas 1998 — 2000
Bachelor's degree, Finance, General, 3.91 - Magna Cum Laude
Jeffrey Greer's HighTower Experience June 2010 - December 2013
Job Investment Advisor at Noesis Capital Management
Industry Financial Services
Experience
Noesis Capital Management December 2013 - Present
HighTower June 2010 - December 2013
Cypress Trust Company April 2000 - June 2010
MCI May 1998 - April 2000
MCI April 1995 - April 1998
Education
Brown University 1983 — 1986
A.B., English & American Literature
St. Andrew's School 1980 — 1982
Noesis Capital Management December 2013 - Present
HighTower June 2010 - December 2013
Cypress Trust Company April 2000 - June 2010
MCI May 1998 - April 2000
MCI April 1995 - April 1998
Education
Brown University 1983 — 1986
A.B., English & American Literature
St. Andrew's School 1980 — 1982
David Emma's HighTower Experience March 2011 - Present
Job Private Wealth Management and Managing Director, Partner HighTower/Naples
Industry Financial Services
Experience
HighTower March 2011 - Present
Merrill Lynch May 2001 - March 2011
National Hockey League 1992 - 2001
Skills
Certified Financial..., Estate Planning, Wealth Management, Investment Strategies, Alternative Investments, Private Wealth, Business Succession..., Business Development, Franchise Consulting, Insuring for Wealth..., Charitable Gift Planning, Investing for Wealth..., Property & Casualty...
Education
Boston College 1987 — 1991
Finance and Marketing
HighTower March 2011 - Present
Merrill Lynch May 2001 - March 2011
National Hockey League 1992 - 2001
Skills
Certified Financial..., Estate Planning, Wealth Management, Investment Strategies, Alternative Investments, Private Wealth, Business Succession..., Business Development, Franchise Consulting, Insuring for Wealth..., Charitable Gift Planning, Investing for Wealth..., Property & Casualty...
Education
Boston College 1987 — 1991
Finance and Marketing
Eliza Tainton Eliza Tainton's HighTower Experience January 2015 - Present
Job Chief Risk Officer at HighTower
Industry Financial Services
Experience
HighTower January 2015 - Present
HighTower 2011 - January 2015
Morgan Stanley Smith Barney 2009 - 2011
Morgan Stanley Smith Barney 2008 - 2009
Morgan Stanley 2006 - 2008
Morgan Stanley January 1991 - 2006
Credit Suisse 2000 - 2001
Skills
Alternative Investments, Wealth Management, Concentrated Position..., Restricted Stock Due..., Learning & Development, Risk Management, Futures, Leadership Development, Venture Capital Services, Trading, Restricted Stock, Wealth Management..., Securities, Series 7, Financial Services, Series 63, Investments, Equities, Mutual Funds, FINRA, Fixed Income, Venture Capital, Financial Risk, Investment Advisory, Hedge Funds, Investment Management, Investment Strategies, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2008 — 2008
Saint Mary's College of California 2002 — 2004
Bachelor of Arts, Business Management
Operational Risk Master Class
Operational Risk Master Class
HighTower January 2015 - Present
HighTower 2011 - January 2015
Morgan Stanley Smith Barney 2009 - 2011
Morgan Stanley Smith Barney 2008 - 2009
Morgan Stanley 2006 - 2008
Morgan Stanley January 1991 - 2006
Credit Suisse 2000 - 2001
Skills
Alternative Investments, Wealth Management, Concentrated Position..., Restricted Stock Due..., Learning & Development, Risk Management, Futures, Leadership Development, Venture Capital Services, Trading, Restricted Stock, Wealth Management..., Securities, Series 7, Financial Services, Series 63, Investments, Equities, Mutual Funds, FINRA, Fixed Income, Venture Capital, Financial Risk, Investment Advisory, Hedge Funds, Investment Management, Investment Strategies, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2008 — 2008
Saint Mary's College of California 2002 — 2004
Bachelor of Arts, Business Management
Operational Risk Master Class
Operational Risk Master Class
Emmett Towey's HighTower Experience January 2015 - Present
Job Managing Director, Partner Private Wealth Advisor at HighTower
Industry Investment Banking
Experience
HighTower January 2015 - Present
UBS Financial Services August 2007 - January 2015
Smith Barney 1997 - 2007
Morgan Stanley Dean Witter 1994 - 1997
Skills
Fixed Income, Investments, Portfolio Management, Series 7, Hedge Funds, Equities, Series 63, Financial Services, Financial Analysis, Alternative Investments, Capital Markets
Education
Florida Southern College 1988 — 1992
BS, Business, sociology
Loyola 1983 — 1987
High School diploma
HighTower January 2015 - Present
UBS Financial Services August 2007 - January 2015
Smith Barney 1997 - 2007
Morgan Stanley Dean Witter 1994 - 1997
Skills
Fixed Income, Investments, Portfolio Management, Series 7, Hedge Funds, Equities, Series 63, Financial Services, Financial Analysis, Alternative Investments, Capital Markets
Education
Florida Southern College 1988 — 1992
BS, Business, sociology
Loyola 1983 — 1987
High School diploma
Tony Emma's HighTower Experience July 2015 - Present
Job Senior Associate, Client Reporting at HighTower
Industry Financial Services
Experience
HighTower July 2015 - Present
HighTower January 2015 - Present
HighTower March 2013 - Present
HighTower April 2012 - March 2013
InterBank Mortgage Company August 2011 - April 2012
Northwestern Mutual September 2010 - December 2010
Stoller Wholesale Wine & Spirits June 2007 - June 2009
Skills
Disability Insurance, Life Insurance, Banking, Finance, Sales, Microsoft Excel, Corporate Finance, Financial Services, Asset Allocation, Investments, Mutual Funds
Education
DePaul University 2008 — 2011
Bachelors of Science, Finance
HighTower July 2015 - Present
HighTower January 2015 - Present
HighTower March 2013 - Present
HighTower April 2012 - March 2013
InterBank Mortgage Company August 2011 - April 2012
Northwestern Mutual September 2010 - December 2010
Stoller Wholesale Wine & Spirits June 2007 - June 2009
Skills
Disability Insurance, Life Insurance, Banking, Finance, Sales, Microsoft Excel, Corporate Finance, Financial Services, Asset Allocation, Investments, Mutual Funds
Education
DePaul University 2008 — 2011
Bachelors of Science, Finance
Regina Lahsin Regina Lahsin's HighTower Experience June 2011 - Present
Job Executive Vice President, Market Development
Industry Financial Services
Experience
HighTower June 2011 - Present
KPMG June 2000 - May 2011
KPMG January 2008 - April 2010
KPMG January 2005 - January 2008
KPMG LLP June 2000 - January 2005
A. Epstein & Sons Architecture and Engineering May 1998 - June 2000
Education
Quinlan School of Business, Loyola University Chicago 1997 — 2000
MBA, Marketing, Strategy and Management
Columbia College Chicago
BA, Communications
HighTower June 2011 - Present
KPMG June 2000 - May 2011
KPMG January 2008 - April 2010
KPMG January 2005 - January 2008
KPMG LLP June 2000 - January 2005
A. Epstein & Sons Architecture and Engineering May 1998 - June 2000
Education
Quinlan School of Business, Loyola University Chicago 1997 — 2000
MBA, Marketing, Strategy and Management
Columbia College Chicago
BA, Communications
Michael Simmons, CFP Michael Simmons, CFP's HighTower Experience 2011 - Present
Job Managing Director, Partner at HighTower
Industry Financial Services
Experience
HighTower 2011 - Present
Merrill Lynch July 2007 - February 2011
Maine State Retirement System February 2004 - January 2007
Colman Partners October 1997 - February 2004
Skills
Alternative Investments, Investments, Investment Strategies, Asset Allocation, Investment Advisory, Wealth Management, Sustainable Investing, Socially Responsible..., ESG Investing, Portfolio Management, Investment Management, Certified Financial..., Retirement Planning, Personal Financial..., Series 7, Asset Management, Finance, Mutual Funds, Venture Capital
Education
Golden Gate University 1998 — 2000
MBA, Finance
Tufts University 1987 — 1991
BA, History
KSVCS
HighTower 2011 - Present
Merrill Lynch July 2007 - February 2011
Maine State Retirement System February 2004 - January 2007
Colman Partners October 1997 - February 2004
Skills
Alternative Investments, Investments, Investment Strategies, Asset Allocation, Investment Advisory, Wealth Management, Sustainable Investing, Socially Responsible..., ESG Investing, Portfolio Management, Investment Management, Certified Financial..., Retirement Planning, Personal Financial..., Series 7, Asset Management, Finance, Mutual Funds, Venture Capital
Education
Golden Gate University 1998 — 2000
MBA, Finance
Tufts University 1987 — 1991
BA, History
KSVCS
Joseph Siegel Joseph Siegel's HighTower Experience May 2009 - August 2009
Job Assistant Editor at Crew Cuts Inc
Industry Marketing and Advertising
Experience
Crew Cuts Inc March 2012 - Present
Crew Cuts Inc April 2011 - April 2012
DC Comics July 2010 - May 2011
UPROAR! June 2010 - August 2010
DC Comics October 2009 - January 2010
HighTower May 2009 - August 2009
Spin Magazine September 2008 - January 2009
Spin Magazine May 2008 - August 2008
Skills
Microsoft Works, Adobe Creative Suite, Gimp, Final Cut Pro, HTML, Video, Publishing
Education
New York University 2006 — 2010
BA, History, Computer Science
Crew Cuts Inc March 2012 - Present
Crew Cuts Inc April 2011 - April 2012
DC Comics July 2010 - May 2011
UPROAR! June 2010 - August 2010
DC Comics October 2009 - January 2010
HighTower May 2009 - August 2009
Spin Magazine September 2008 - January 2009
Spin Magazine May 2008 - August 2008
Skills
Microsoft Works, Adobe Creative Suite, Gimp, Final Cut Pro, HTML, Video, Publishing
Education
New York University 2006 — 2010
BA, History, Computer Science
Rebecca Paulsen's HighTower Experience December 2012 - Present
Job FFE Project Manager at The Beekman Hotel
Industry Facilities Services
Experience
Migrations, Inc. March 1999 - Present
The Thompson Hotel - Miami Beach May 2014 - Present
The Beekman Hotel June 2014 - Present
HighTower December 2012 - Present
Hines February 2013 - December 2013
Insight Chicago, LLC January 2012 - January 2013
Hines May 2012 - November 2012
The Hauser Group June 2010 - March 2012
The Blackstone Group 2004 - 2008
ABN AMRO North America 2002 - 2004
Skills
Decommissioning, Scheduling, Construction Management, Space Planning, Programming, Furniture Specification, Relocation Coordination, Contract Management, Process Scheduler, Corporate Relocation, Space-planning, Furniture, Budgets, Hospitality, Renovation, Submittals, Facilities Management, Interior Design, Contract Negotiation, New Business Development, Space planning, Negotiation, Move Management, Strategic Planning
Education
Iowa State University 1980 — 1984
BA, Interior Design
Migrations, Inc. March 1999 - Present
The Thompson Hotel - Miami Beach May 2014 - Present
The Beekman Hotel June 2014 - Present
HighTower December 2012 - Present
Hines February 2013 - December 2013
Insight Chicago, LLC January 2012 - January 2013
Hines May 2012 - November 2012
The Hauser Group June 2010 - March 2012
The Blackstone Group 2004 - 2008
ABN AMRO North America 2002 - 2004
Skills
Decommissioning, Scheduling, Construction Management, Space Planning, Programming, Furniture Specification, Relocation Coordination, Contract Management, Process Scheduler, Corporate Relocation, Space-planning, Furniture, Budgets, Hospitality, Renovation, Submittals, Facilities Management, Interior Design, Contract Negotiation, New Business Development, Space planning, Negotiation, Move Management, Strategic Planning
Education
Iowa State University 1980 — 1984
BA, Interior Design
Jay Amaya Jay Amaya's HighTower Experience August 2011 - January 2012
Job IT Specialist II at NORC at the University of Chicago
Industry Nonprofit Organization Management
Experience
NORC at the University of Chicago March 2013 - Present
American Chemical Society April 2012 - March 2013
Federal Trade Commission January 2012 - April 2012
HighTower August 2011 - January 2012
Skills
Network Administration, XP, Databases, Windows 7, Active Directory, Windows Server, System Administration, Servers, SharePoint, Help Desk Support, VMware, Technical Support, Disaster Recovery, Computer Hardware, Network security, NMAP, Linux
Education
Howard Community College
Network Security Administration, Computer Systems Networking and Telecommunications
Keller Graduate School of Management of DeVry University 2008 — 2012
Bachelor of Business Administration (B.B.A.)
NORC at the University of Chicago March 2013 - Present
American Chemical Society April 2012 - March 2013
Federal Trade Commission January 2012 - April 2012
HighTower August 2011 - January 2012
Skills
Network Administration, XP, Databases, Windows 7, Active Directory, Windows Server, System Administration, Servers, SharePoint, Help Desk Support, VMware, Technical Support, Disaster Recovery, Computer Hardware, Network security, NMAP, Linux
Education
Howard Community College
Network Security Administration, Computer Systems Networking and Telecommunications
Keller Graduate School of Management of DeVry University 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Gregory Sarian, CPWA®|CIMA®|CFP®|ChFC®'s HighTower Experience February 2013 - Present
Job Private Wealth Manager | Managing Director of The Sarian Group | Partner at HighTower
Industry Financial Services
Experience
HighTower February 2013 - Present
Pennsylvania Bio 2010 - Present
Merrill Lynch June 1992 - February 2013
Skills
Separately Managed..., CIMA, Series 63, Financial Advisory, Strategic Financial..., Investments, Series 7, Equities, Wealth, Certified Financial..., Portfolio Management
Education
Boston College 1987 — 1991
BS, Economics
HighTower February 2013 - Present
Pennsylvania Bio 2010 - Present
Merrill Lynch June 1992 - February 2013
Skills
Separately Managed..., CIMA, Series 63, Financial Advisory, Strategic Financial..., Investments, Series 7, Equities, Wealth, Certified Financial..., Portfolio Management
Education
Boston College 1987 — 1991
BS, Economics
Kelly Barash Kelly Barash's HighTower Experience May 2011 - November 2014
Job Executive Assistant at Press Ganey
Industry Financial Services
Experience
Press Ganey December 2014 - Present
HighTower May 2011 - November 2014
Advanced Resources January 2010 - August 2010
Trinity Partners (now defunct) April 2009 - December 2009
Proverian Capital May 2006 - March 2009
Education
Drake University 1998 — 2001
Bachelor of Arts (B.A.), Communication and Media Studies
Press Ganey December 2014 - Present
HighTower May 2011 - November 2014
Advanced Resources January 2010 - August 2010
Trinity Partners (now defunct) April 2009 - December 2009
Proverian Capital May 2006 - March 2009
Education
Drake University 1998 — 2001
Bachelor of Arts (B.A.), Communication and Media Studies
Robert Leonetti Robert Leonetti's HighTower Experience January 2011 - September 2011
Job
Industry Design
Experience
DVI Lighting May 2014 - Present
The Husbandrist September 2008 - Present
Lowe's Home Improvement October 2011 - November 2012
HighTower January 2011 - September 2011
Kohler Co. May 2010 - November 2010
Brayton International March 2005 - September 2008
Haworth 1997 - 2005
Kendall College 2001 - 2003
Skills
Industrial Design, Strategic Design, Concept Development, Product Design, Design Strategy, Design Management, Creative Direction, Concept Design, Art Direction, User Experience Design, Adobe Creative Suite, Rhino, Concept Generation, Furniture, Product Development, User-centered Design, CAD, Sketching, Brand Development, Portfolio Management, Sustainable Design, Model Making, Interior Design, Furnishings, Design Thinking, Interior Architecture, Space planning, Retail Design, 3D rendering, Design Research, FF&E, Rapid Prototyping, Experience Design, Floor Plans, Custom Furniture, Illustrator, Exhibit Design, Drawing, 3D visualization, Illustration, 3D Rendering, 3D Visualization, Collaborative Leadership
Education
Cranbrook Academy of Art 1995 — 1997
MFA, 3D Design
University of California, Riverside 1983 — 1989
BA, Art History
DVI Lighting May 2014 - Present
The Husbandrist September 2008 - Present
Lowe's Home Improvement October 2011 - November 2012
HighTower January 2011 - September 2011
Kohler Co. May 2010 - November 2010
Brayton International March 2005 - September 2008
Haworth 1997 - 2005
Kendall College 2001 - 2003
Skills
Industrial Design, Strategic Design, Concept Development, Product Design, Design Strategy, Design Management, Creative Direction, Concept Design, Art Direction, User Experience Design, Adobe Creative Suite, Rhino, Concept Generation, Furniture, Product Development, User-centered Design, CAD, Sketching, Brand Development, Portfolio Management, Sustainable Design, Model Making, Interior Design, Furnishings, Design Thinking, Interior Architecture, Space planning, Retail Design, 3D rendering, Design Research, FF&E, Rapid Prototyping, Experience Design, Floor Plans, Custom Furniture, Illustrator, Exhibit Design, Drawing, 3D visualization, Illustration, 3D Rendering, 3D Visualization, Collaborative Leadership
Education
Cranbrook Academy of Art 1995 — 1997
MFA, 3D Design
University of California, Riverside 1983 — 1989
BA, Art History
Brian Dunn Brian Dunn's HighTower Experience 2007 - March 2012
Job Director of Marketing at QuantaCRM
Industry Computer Software
Experience
QuantaCRM August 2015 - Present
Epic Sky August 2015 - Present
Black Elm Advisers LLC 2015 - Present
Black Prime LLC 2011 - Present
SWK Technologies April 2012 - August 2015
HighTower 2007 - March 2012
HighTower 2001 - 2007
HighTower 1998 - 2001
Horizons Investments LLC 1997 - 1998
Jonel 1993 - 1997
Skills
ERP, Mas 90, HTML, Abra, Options Strategies, Sage, Sage 100, SaaS, Sage Abra HRMS, Sage CRM, SQL, Accounting, Lead Generation, Consulting, Crystal Reports, Software Implementation, Start-ups, Business Analysis, Integration, Networking, Sales Process, E-commerce, Financial Reporting, CRM, Enterprise Software, Solution Selling, Business Intelligence, Management, Professional Services, Business Process, Software Industry, Cloud Computing, Product Management, Go-to-market Strategy, Business Process..., Strategic Partnerships, Disaster Recovery
Education
University of Illinois at Chicago 1988 — 1990
MBA
Grinnell College 1984 — 1988
BA
MVHS 1980 — 1984
Graduate
QuantaCRM August 2015 - Present
Epic Sky August 2015 - Present
Black Elm Advisers LLC 2015 - Present
Black Prime LLC 2011 - Present
SWK Technologies April 2012 - August 2015
HighTower 2007 - March 2012
HighTower 2001 - 2007
HighTower 1998 - 2001
Horizons Investments LLC 1997 - 1998
Jonel 1993 - 1997
Skills
ERP, Mas 90, HTML, Abra, Options Strategies, Sage, Sage 100, SaaS, Sage Abra HRMS, Sage CRM, SQL, Accounting, Lead Generation, Consulting, Crystal Reports, Software Implementation, Start-ups, Business Analysis, Integration, Networking, Sales Process, E-commerce, Financial Reporting, CRM, Enterprise Software, Solution Selling, Business Intelligence, Management, Professional Services, Business Process, Software Industry, Cloud Computing, Product Management, Go-to-market Strategy, Business Process..., Strategic Partnerships, Disaster Recovery
Education
University of Illinois at Chicago 1988 — 1990
MBA
Grinnell College 1984 — 1988
BA
MVHS 1980 — 1984
Graduate
Jeremiah Riethmiller, CFA Jeremiah Riethmiller, CFA's HighTower Experience January 2015 - Present
Job Sr. Investment Analyst at HighTower
Industry Financial Services
Experience
HighTower January 2015 - Present
Lincoln Financial Group February 2014 - January 2015
Lincoln Financial Group November 2011 - February 2014
Lincoln Financial Group November 2010 - November 2011
Economic Research Institute of Erie (ERIE) June 2009 - May 2010
Lincoln Financial Group (Professional Development Program) August 2008 - June 2009
Lincoln Financial Group (Professional Development Program) August 2007 - August 2008
Lincoln Financial Group: Delaware Investments (Professional Development Program) August 2006 - August 2007
Skills
Economics, Forecasting, Financial Services, Financial Analysis, Data Analysis, Strategic Communications, Mutual Funds, Due Diligence, Project Management, Presentation Design, Report Development, Civility, Highly Reliable, Quality Driven, Friendly Demeanor, Logical Thinker, Creative Problem Solving, Self-starter, Economic Data Analysis, Economic Forecasting, Report Design, Communication, Presentations, Written Communication, Organization, Coordination, Business Driven, Figuring Things Out, Accepting Responsibility, Self-awareness, Reasonable, Microsoft Office, Microsoft Excel, Excel models, MS Excel Pivot Tables, Microsoft Word, PowerPoint, Access Database, Adobe Professional, Outlook, Business Objects, Morningstar Direct, Investor Relations
Education
Penn State University 2009 — 2010
Master of Business Administration (MBA), 3.93 / 4.0
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Business/Managerial Economics, 3.78 / 4.0
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Finance, General, 3.78 / 4.0
HighTower January 2015 - Present
Lincoln Financial Group February 2014 - January 2015
Lincoln Financial Group November 2011 - February 2014
Lincoln Financial Group November 2010 - November 2011
Economic Research Institute of Erie (ERIE) June 2009 - May 2010
Lincoln Financial Group (Professional Development Program) August 2008 - June 2009
Lincoln Financial Group (Professional Development Program) August 2007 - August 2008
Lincoln Financial Group: Delaware Investments (Professional Development Program) August 2006 - August 2007
Skills
Economics, Forecasting, Financial Services, Financial Analysis, Data Analysis, Strategic Communications, Mutual Funds, Due Diligence, Project Management, Presentation Design, Report Development, Civility, Highly Reliable, Quality Driven, Friendly Demeanor, Logical Thinker, Creative Problem Solving, Self-starter, Economic Data Analysis, Economic Forecasting, Report Design, Communication, Presentations, Written Communication, Organization, Coordination, Business Driven, Figuring Things Out, Accepting Responsibility, Self-awareness, Reasonable, Microsoft Office, Microsoft Excel, Excel models, MS Excel Pivot Tables, Microsoft Word, PowerPoint, Access Database, Adobe Professional, Outlook, Business Objects, Morningstar Direct, Investor Relations
Education
Penn State University 2009 — 2010
Master of Business Administration (MBA), 3.93 / 4.0
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Business/Managerial Economics, 3.78 / 4.0
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Finance, General, 3.78 / 4.0
Bryan Sable Bryan Sable's HighTower Experience January 2012 - February 2012
Job FullTime MBA at Eli Broad Graduate School of Management
Industry Higher Education
Experience
Eli Broad Graduate School of Management August 2015 - Present
Total Benefit Services, Inc. January 2014 - Present
Passport Software, Inc. February 2013 - 2014
Belly October 2012 - December 2012
Olimpo Lima S.A.C. May 2012 - June 2012
DePauw University September 2008 - June 2012
HighTower January 2012 - February 2012
Garvey's Office Products May 2011 - August 2011
Skills
Sales, Social Media, Social Networking, Social Media Marketing, Public Speaking, Marketing, Event Planning, Facebook, Customer Service, PowerPoint, Research, Microsoft Office, Fundraising, Leadership, Microsoft Excel, Editing, Non-profits, Marketing Strategy, Microsoft Word, Public Relations, Nonprofits, Entrepreneurship, Business Development
Education
Michigan State University - The Eli Broad College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
DePauw University 2008 — 2012
Bachelor of Arts (BA), Double Major: Communication and Sociology
Bond University 2010 — 2010
Summer Study Abroad: Sociology, Geology, Ecology, and History
Eli Broad Graduate School of Management August 2015 - Present
Total Benefit Services, Inc. January 2014 - Present
Passport Software, Inc. February 2013 - 2014
Belly October 2012 - December 2012
Olimpo Lima S.A.C. May 2012 - June 2012
DePauw University September 2008 - June 2012
HighTower January 2012 - February 2012
Garvey's Office Products May 2011 - August 2011
Skills
Sales, Social Media, Social Networking, Social Media Marketing, Public Speaking, Marketing, Event Planning, Facebook, Customer Service, PowerPoint, Research, Microsoft Office, Fundraising, Leadership, Microsoft Excel, Editing, Non-profits, Marketing Strategy, Microsoft Word, Public Relations, Nonprofits, Entrepreneurship, Business Development
Education
Michigan State University - The Eli Broad College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
DePauw University 2008 — 2012
Bachelor of Arts (BA), Double Major: Communication and Sociology
Bond University 2010 — 2010
Summer Study Abroad: Sociology, Geology, Ecology, and History
Jennifer Landgraf Jennifer Landgraf's HighTower Experience November 2014 - Present
Job Operations Associate at HighTower
Industry Capital Markets
Experience
HighTower November 2014 - Present
Lightspeed Trading October 2010 - July 2014
Terra Nova Financial September 2008 - October 2010
bxChicago March 2007 - September 2008
Skills
Options, Series 7, Equity Trading, Equities, Securities, Series 24, Series 63
Education
DePaul University 2003 — 2008
Finance, Finance
HighTower November 2014 - Present
Lightspeed Trading October 2010 - July 2014
Terra Nova Financial September 2008 - October 2010
bxChicago March 2007 - September 2008
Skills
Options, Series 7, Equity Trading, Equities, Securities, Series 24, Series 63
Education
DePaul University 2003 — 2008
Finance, Finance
Alexandra Esposito's HighTower Experience June 2015 - Present
Job Intern, Bapis Group at HighTower
Industry Human Resources
Experience
HighTower June 2015 - Present
William B. Willensky April 2013 - August 2013
San Vito’s Pizzeria & Restaurant May 2010 - August 2013
Skills
Human Resources, Customer Service, Microsoft Word, Microsoft Excel, Employee Relations, Job Analysis, Time Management, PowerPoint, Research, Salesforce.com, Streetscape, Data Entry, Marketing, Talent Acquisition, Teamwork, Social Media, Problem Solving, Process Improvement
Education
Rutgers University-New Brunswick 2012 — 2016
Majors: Human Resource Management, Sociology.
Saint Dominic Academy 2008 — 2012
High School
HighTower June 2015 - Present
William B. Willensky April 2013 - August 2013
San Vito’s Pizzeria & Restaurant May 2010 - August 2013
Skills
Human Resources, Customer Service, Microsoft Word, Microsoft Excel, Employee Relations, Job Analysis, Time Management, PowerPoint, Research, Salesforce.com, Streetscape, Data Entry, Marketing, Talent Acquisition, Teamwork, Social Media, Problem Solving, Process Improvement
Education
Rutgers University-New Brunswick 2012 — 2016
Majors: Human Resource Management, Sociology.
Saint Dominic Academy 2008 — 2012
High School
Abraham Zayas Abraham Zayas's HighTower Experience September 2014 - August 2015
Job Accounting and Finance Intern at HighTower
Industry Financial Services
Experience
HighTower September 2014 - August 2015
TransUnion June 2014 - August 2014
Cook County Treasurer's Office February 2014 - May 2014
Southern Adventist University September 2010 - May 2012
Kelly Services June 2010 - August 2010
Skills
Microsoft Excel, Finance, Economics, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Corporate Finance, Market Research, Google Docs
Education
Quinlan School of Business, Loyola University Chicago 2013 — 2015
Bachelor of Business Administration (B.B.A.)
Istituto Avventista Villa Aurora 2012 — 2013
Southern Adventist University 2010 — 2012
HighTower September 2014 - August 2015
TransUnion June 2014 - August 2014
Cook County Treasurer's Office February 2014 - May 2014
Southern Adventist University September 2010 - May 2012
Kelly Services June 2010 - August 2010
Skills
Microsoft Excel, Finance, Economics, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Corporate Finance, Market Research, Google Docs
Education
Quinlan School of Business, Loyola University Chicago 2013 — 2015
Bachelor of Business Administration (B.B.A.)
Istituto Avventista Villa Aurora 2012 — 2013
Southern Adventist University 2010 — 2012
Elizabeth Coston's HighTower Experience June 2010 - May 2011
Job Director, Operations and Investor Relations at Impact Engine
Industry Venture Capital & Private Equity
Experience
Impact Engine June 2015 - Present
Kellogg School of Management August 2014 - June 2015
Kellogg School of Management August 2013 - July 2014
Civic Consulting Alliance May 2012 - July 2012
Acumen Fund March 2012 - April 2012
HighTower June 2010 - May 2011
UBS Private Wealth Management February 2008 - June 2010
UBS Investment Bank June 2006 - January 2008
Skills
Financial Modeling, Valuation, Investments, Strategy, Investment Banking, Impact Investing, Social Entrepreneurship, Financial Analysis, Mergers & Acquisitions, Due Diligence, Equities, Economics, Educational Leadership, Educational Programs, Educational Management, Project Management, Wealth Management, Personal Finance, Thought Leadership, Angel Investing, Venture Capital
Education
Ross School of Business at the University of Michigan 2011 — 2013
MBA, Strategy and Entrepreneurship
Harvard University 2002 — 2006
BA, Economics, Cum Laude
National Cathedral School 1996 — 2002
Impact Engine June 2015 - Present
Kellogg School of Management August 2014 - June 2015
Kellogg School of Management August 2013 - July 2014
Civic Consulting Alliance May 2012 - July 2012
Acumen Fund March 2012 - April 2012
HighTower June 2010 - May 2011
UBS Private Wealth Management February 2008 - June 2010
UBS Investment Bank June 2006 - January 2008
Skills
Financial Modeling, Valuation, Investments, Strategy, Investment Banking, Impact Investing, Social Entrepreneurship, Financial Analysis, Mergers & Acquisitions, Due Diligence, Equities, Economics, Educational Leadership, Educational Programs, Educational Management, Project Management, Wealth Management, Personal Finance, Thought Leadership, Angel Investing, Venture Capital
Education
Ross School of Business at the University of Michigan 2011 — 2013
MBA, Strategy and Entrepreneurship
Harvard University 2002 — 2006
BA, Economics, Cum Laude
National Cathedral School 1996 — 2002
Lance Murray, CFE's HighTower Experience 2015 - Present
Job Deputy CCO
Industry Investment Management
Experience
HighTower 2015 - Present
National Futures Association October 2013 - January 2015
LDM Securities Consulting January 2011 - October 2013
Terra Nova Financial June 2009 - December 2010
Optiver 2008 - 2009
KPMG 2002 - 2008
Financial Industry Regulatory Authority 1996 - 2002
Skills
Securities Regulation, Compliance, Back Office, Operations, Financial Reporting, Proprietary Trading, Equities Trading, Options Trading, Advertising, AML, Registration, Soft Dollar, Foreign Finders, Options, Securities, Trading, Prime Brokerage, Market Making, Broker-Dealer, Trading Systems, Fixed Income, Corporate Actions, Derivatives, SEC, FINRA, Asset Management, Financial Markets, Financial Risk, Hedge Funds, Start-ups, Capital Markets, Series 7, Risk Management, Operational Risk, Equities, Alternative Investments, Financial Services, Finance, Investments, Auditing, Portfolio Management, Internal Controls, Equity Derivatives, Fund Of Funds, Bloomberg, Anti Money Laundering
Education
Boston University
BS, Finance
Gordon Tech HS
HighTower 2015 - Present
National Futures Association October 2013 - January 2015
LDM Securities Consulting January 2011 - October 2013
Terra Nova Financial June 2009 - December 2010
Optiver 2008 - 2009
KPMG 2002 - 2008
Financial Industry Regulatory Authority 1996 - 2002
Skills
Securities Regulation, Compliance, Back Office, Operations, Financial Reporting, Proprietary Trading, Equities Trading, Options Trading, Advertising, AML, Registration, Soft Dollar, Foreign Finders, Options, Securities, Trading, Prime Brokerage, Market Making, Broker-Dealer, Trading Systems, Fixed Income, Corporate Actions, Derivatives, SEC, FINRA, Asset Management, Financial Markets, Financial Risk, Hedge Funds, Start-ups, Capital Markets, Series 7, Risk Management, Operational Risk, Equities, Alternative Investments, Financial Services, Finance, Investments, Auditing, Portfolio Management, Internal Controls, Equity Derivatives, Fund Of Funds, Bloomberg, Anti Money Laundering
Education
Boston University
BS, Finance
Gordon Tech HS
Rose Sarah Castorillo's HighTower Experience September 2009 - March 2012
Job Technical Consultant/QA at SWK Technologies, Inc.
Industry Information Technology and Services
Experience
SWK Technologies, Inc. April 2012 - Present
HighTower September 2009 - March 2012
Byers Engineering April 2007 - August 2008
Alorica February 2004 - April 2007
Concentrix (formerly Link2Support) June 2003 - December 2003
Skills
Visio, Crystal Reports, Sage, Excel, Wireless Networking, Home Networking, Windows Server 2003, Windows 7, Windows XP Professional, VMware Infrastructure, Windows Server, Microsoft Excel, XP, Network Administration, Networking, Troubleshooting, HTML, VBScript, ERP, Switches, Computer Hardware, EDI, Integration, Microsoft Dynamics, Technical Support, Microsoft SQL Server, Software Installation, Active Directory, Help Desk Support, Business Analysis, Databases, SaaS, Software Implementation, SharePoint, Software Development, Mas 90, Sage MAS200, Business Process, Sage CRM, Software Documentation, IT Management, Cloud Computing, Hardware, VB.NET, SQL, Business Intelligence, Servers, Testing, Enterprise Software
Education
Computer Systems Institute 2009 — 2010
Career Program, Networking Career Program
Polytechnic University of the Philippines 1999 — 2003
Bachelor's, Information Technology
SWK Technologies, Inc. April 2012 - Present
HighTower September 2009 - March 2012
Byers Engineering April 2007 - August 2008
Alorica February 2004 - April 2007
Concentrix (formerly Link2Support) June 2003 - December 2003
Skills
Visio, Crystal Reports, Sage, Excel, Wireless Networking, Home Networking, Windows Server 2003, Windows 7, Windows XP Professional, VMware Infrastructure, Windows Server, Microsoft Excel, XP, Network Administration, Networking, Troubleshooting, HTML, VBScript, ERP, Switches, Computer Hardware, EDI, Integration, Microsoft Dynamics, Technical Support, Microsoft SQL Server, Software Installation, Active Directory, Help Desk Support, Business Analysis, Databases, SaaS, Software Implementation, SharePoint, Software Development, Mas 90, Sage MAS200, Business Process, Sage CRM, Software Documentation, IT Management, Cloud Computing, Hardware, VB.NET, SQL, Business Intelligence, Servers, Testing, Enterprise Software
Education
Computer Systems Institute 2009 — 2010
Career Program, Networking Career Program
Polytechnic University of the Philippines 1999 — 2003
Bachelor's, Information Technology
Aaron Hattenbach Aaron Hattenbach's HighTower Experience February 2012 - April 2014
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
HighTower February 2012 - April 2014
Concentric Capital (Acquired by Telemus Capital) September 2010 - February 2012
Bernstein Global Wealth Management May 2010 - September 2010
Massachusetts Attorney General's Office August 2008 - December 2008
Skills
Alternative Investments, Equities, Portfolio Management, Asset Allocation, Salesforce.com, Fixed Income, Series 7, Series 63, Risk Management, Financial Advisory, Series 65, Wealth Management, Investment Strategies, Investment Management, Equity Research, Options Strategies, Business Development, Microsoft Office, VBA, Financial Modeling, Financial Statement..., Valuation, Security Analysis, Trading, Investments, Investment Advisory, Securities, Investment Banking, Due Diligence
Education
Brandeis University 2005 — 2009
BA, Politics, Business, Legal Studies
Investment Banking Institute
Santa Monica High School 2001 — 2005
Amherst College 2004 — 2004
Business Administration and Management, General
Bank of America Merrill Lynch June 2015 - Present
HighTower February 2012 - April 2014
Concentric Capital (Acquired by Telemus Capital) September 2010 - February 2012
Bernstein Global Wealth Management May 2010 - September 2010
Massachusetts Attorney General's Office August 2008 - December 2008
Skills
Alternative Investments, Equities, Portfolio Management, Asset Allocation, Salesforce.com, Fixed Income, Series 7, Series 63, Risk Management, Financial Advisory, Series 65, Wealth Management, Investment Strategies, Investment Management, Equity Research, Options Strategies, Business Development, Microsoft Office, VBA, Financial Modeling, Financial Statement..., Valuation, Security Analysis, Trading, Investments, Investment Advisory, Securities, Investment Banking, Due Diligence
Education
Brandeis University 2005 — 2009
BA, Politics, Business, Legal Studies
Investment Banking Institute
Santa Monica High School 2001 — 2005
Amherst College 2004 — 2004
Business Administration and Management, General
Peter Klein, CFA's HighTower Experience November 2013 - Present
Job Creating Legacies for Successful Families & Foundations/ Author of "A Passion for Giving" / Klein Wealth Management
Industry Financial Services
Experience
HighTower November 2013 - Present
UBS Financial Services, Inc. August 1994 - November 2013
Lehman Brothers June 1991 - August 1994
Skills
Investments, Finance, Financial Services, Wealth Management, Portfolio Management, Alternative Investments, Asset Management, Equities, Mutual Funds, Investment Management
Education
The CFA Institute
Investment Analysis & Portfolio Management
City University of New York-Baruch College - Zicklin School of Business 1991 — 1995
MBA, Finance
Yale University - Yale School of Management 2014 — 2014
The Endowment Institute Certificate Program
Columbia University in the City of New York 2011 — 2011
Executive Education--Certifcate, Graduate School of BUsiness--Value Investing
Stony Brook University 1983 — 1987
BA, Economics
The Bronx HS of Science
Westinghouse (Intel) Science Talent Search Award--Semi-Finalist
HighTower November 2013 - Present
UBS Financial Services, Inc. August 1994 - November 2013
Lehman Brothers June 1991 - August 1994
Skills
Investments, Finance, Financial Services, Wealth Management, Portfolio Management, Alternative Investments, Asset Management, Equities, Mutual Funds, Investment Management
Education
The CFA Institute
Investment Analysis & Portfolio Management
City University of New York-Baruch College - Zicklin School of Business 1991 — 1995
MBA, Finance
Yale University - Yale School of Management 2014 — 2014
The Endowment Institute Certificate Program
Columbia University in the City of New York 2011 — 2011
Executive Education--Certifcate, Graduate School of BUsiness--Value Investing
Stony Brook University 1983 — 1987
BA, Economics
The Bronx HS of Science
Westinghouse (Intel) Science Talent Search Award--Semi-Finalist
Matt Hradek's HighTower Experience October 2013 - Present
Job IT Project Manager at HighTower
Industry Financial Services
Experience
HighTower October 2013 - Present
Archway Technology Partners January 2013 - October 2013
Archway Technology Partners March 2010 - December 2012
Archway Technology Partners March 2009 - March 2010
Citadel Investment Group May 2007 - February 2009
DePuy Orthopaedics January 2006 - June 2006
Skills
Performance Measurement, Software Design, Software Implementation, Partnership Accounting, Financial Reporting, Portfolio Accounting, Software Project..., Software Training, MS Project, Employee Training, Accounts Payable, Report Design, Salesforce.com, Problem Solving, Business Process Design, Account Reconciliation, Investor Reporting, Product Support, Management, Investments, Project Management, Analysis, Equities, Hands-on Training, Business Analysis, Financial Analysis
Education
Butler University 2003 — 2007
B.S., Finanace
Butler University - College of Business Administration 2003 — 2007
B.S., Finance
HighTower October 2013 - Present
Archway Technology Partners January 2013 - October 2013
Archway Technology Partners March 2010 - December 2012
Archway Technology Partners March 2009 - March 2010
Citadel Investment Group May 2007 - February 2009
DePuy Orthopaedics January 2006 - June 2006
Skills
Performance Measurement, Software Design, Software Implementation, Partnership Accounting, Financial Reporting, Portfolio Accounting, Software Project..., Software Training, MS Project, Employee Training, Accounts Payable, Report Design, Salesforce.com, Problem Solving, Business Process Design, Account Reconciliation, Investor Reporting, Product Support, Management, Investments, Project Management, Analysis, Equities, Hands-on Training, Business Analysis, Financial Analysis
Education
Butler University 2003 — 2007
B.S., Finanace
Butler University - College of Business Administration 2003 — 2007
B.S., Finance
Elizabeth Hart Elizabeth Hart's HighTower Experience October 2013 - Present
Job Marketing Coordinator/Client Liaison at HighTower
Industry Financial Services
Experience
HighTower October 2013 - Present
Charm City Concierge June 2013 - October 2013
George Washington University School of Medicine and Health Sciences August 2012 - June 2013
Lynchburg College July 2011 - July 2012
Lynchburg College Men's Lacrosse Team December 2010 - 2011
Lynchburg College December 2010 - 2011
Lynchburg College February 2009 - 2011
Lynchburg College February 2010 - December 2010
Lynchburg College January 2010 - December 2010
Alzheimer's Association May 2010 - August 2010
Skills
Public Relations, Public Speaking, Event Management, Fundraising, Community Outreach, Event Planning, Non-profits, Facebook, Social Media, Higher Education, Sports Management, Student Affairs, Volunteer Management, Media Relations, Crisis Communications, Editing, Writing, Ap Style, Press Releases, Admissions, Fundraisers, Feature Articles, Marketing, Leadership, Interviews, Microsoft Office, Research, Social Networking, PowerPoint
Education
Lynchburg College 2007 — 2011
Bachelors of Arts, Communication Studies; Public Relations/Journalism
Animal Behavior College 2013 — 2014
Certified Dog Trainer, Dog Behavior
HighTower October 2013 - Present
Charm City Concierge June 2013 - October 2013
George Washington University School of Medicine and Health Sciences August 2012 - June 2013
Lynchburg College July 2011 - July 2012
Lynchburg College Men's Lacrosse Team December 2010 - 2011
Lynchburg College December 2010 - 2011
Lynchburg College February 2009 - 2011
Lynchburg College February 2010 - December 2010
Lynchburg College January 2010 - December 2010
Alzheimer's Association May 2010 - August 2010
Skills
Public Relations, Public Speaking, Event Management, Fundraising, Community Outreach, Event Planning, Non-profits, Facebook, Social Media, Higher Education, Sports Management, Student Affairs, Volunteer Management, Media Relations, Crisis Communications, Editing, Writing, Ap Style, Press Releases, Admissions, Fundraisers, Feature Articles, Marketing, Leadership, Interviews, Microsoft Office, Research, Social Networking, PowerPoint
Education
Lynchburg College 2007 — 2011
Bachelors of Arts, Communication Studies; Public Relations/Journalism
Animal Behavior College 2013 — 2014
Certified Dog Trainer, Dog Behavior
Melissa A. Duffy, AIF ®'s HighTower Experience August 2015 - Present
Job Managing Director, Partner at Simmons Wilkes Investment Advisors HighTower
Industry Financial Services
Experience
HighTower August 2015 - Present
Duffy Anderson Investment Management October 2008 - August 2015
Wachovia Securities November 2007 - October 2008
A.G. Edwards & Sons, Inc. May 2002 - November 2007
Rydex Investments February 2001 - May 2002
Charles Schwab October 1999 - September 2000
State Street Research May 1997 - September 1999
Fidelity Investments October 1995 - May 1997
Skills
Small Business, Retirement Planning, Management, Marketing, Public Speaking, Training, Sales, Leadership, Nonprofits, Financial Analysis
Education
Miami University 1991 — 1995
Bachelor of Arts (B.A.), International/Global Studies
The Williston Northampton School
HighTower August 2015 - Present
Duffy Anderson Investment Management October 2008 - August 2015
Wachovia Securities November 2007 - October 2008
A.G. Edwards & Sons, Inc. May 2002 - November 2007
Rydex Investments February 2001 - May 2002
Charles Schwab October 1999 - September 2000
State Street Research May 1997 - September 1999
Fidelity Investments October 1995 - May 1997
Skills
Small Business, Retirement Planning, Management, Marketing, Public Speaking, Training, Sales, Leadership, Nonprofits, Financial Analysis
Education
Miami University 1991 — 1995
Bachelor of Arts (B.A.), International/Global Studies
The Williston Northampton School
Liz Kuenstner Liz Kuenstner's HighTower Experience January 2012 - May 2012
Job Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2013 - Present
National Geographic May 2013 - July 2013
The Conference Board June 2012 - August 2012
HighTower January 2012 - May 2012
Global China Connection September 2010 - May 2012
Wellesley College May 2010 - June 2011
Skills
Chinese, International..., Analysis, Microsoft Office, Qualitative Research, Bloomberg Terminal, STATA, Adobe InDesign, Photoshop, Data Analysis, Stata, Sustainability, Economics, Event Planning, Leadership, InDesign, Marketing Strategy, Market Research
Education
Columbia University in the City of New York 2009 — 2013
BA, Economics; East Asian Languages & Cultures
Tsinghua University 2011 — 2012
Economics, History, Political Science
Middlebury College 2010 — 2010
Summer Language Institute, Chinese
Thinking Beyond Borders 2008 — 2009
Gap Year Educational Program
Winsor 2000 — 2008
McKinsey & Company August 2013 - Present
National Geographic May 2013 - July 2013
The Conference Board June 2012 - August 2012
HighTower January 2012 - May 2012
Global China Connection September 2010 - May 2012
Wellesley College May 2010 - June 2011
Skills
Chinese, International..., Analysis, Microsoft Office, Qualitative Research, Bloomberg Terminal, STATA, Adobe InDesign, Photoshop, Data Analysis, Stata, Sustainability, Economics, Event Planning, Leadership, InDesign, Marketing Strategy, Market Research
Education
Columbia University in the City of New York 2009 — 2013
BA, Economics; East Asian Languages & Cultures
Tsinghua University 2011 — 2012
Economics, History, Political Science
Middlebury College 2010 — 2010
Summer Language Institute, Chinese
Thinking Beyond Borders 2008 — 2009
Gap Year Educational Program
Winsor 2000 — 2008
Vinci Zhang Vinci Zhang's HighTower Experience April 2012 - Present
Job Research Analyst at HighTower
Industry Financial Services
Experience
HighTower April 2012 - Present
HighTower October 2011 - March 2012
Toussaint Capital Partners June 2011 - September 2011
Lux Alpha December 2010 - June 2011
Skills
Series 7, Series 66, Valuation, Investments, Bloomberg Terminal, Financial Analysis, Equity Valuation, DCF, Comparative Analysis, Corporate Finance, Public Speaking, Presentation Preparation, Articulate Presenter, Strategic Thinking, Critical Thinking, Financial Accounting, Options Strategies, Real Options, Equity Research, Portfolio Management, Equities, Finance, Financial Modeling, Alternative Investments, Capital Markets, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Bachelor of Science, Finance
City College of San Francisco 2007 — 2009
Bachelor's Degree, Finance
University of San Francisco 2007 — 2007
Bachelor's Degree, Finance
HighTower April 2012 - Present
HighTower October 2011 - March 2012
Toussaint Capital Partners June 2011 - September 2011
Lux Alpha December 2010 - June 2011
Skills
Series 7, Series 66, Valuation, Investments, Bloomberg Terminal, Financial Analysis, Equity Valuation, DCF, Comparative Analysis, Corporate Finance, Public Speaking, Presentation Preparation, Articulate Presenter, Strategic Thinking, Critical Thinking, Financial Accounting, Options Strategies, Real Options, Equity Research, Portfolio Management, Equities, Finance, Financial Modeling, Alternative Investments, Capital Markets, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Bachelor of Science, Finance
City College of San Francisco 2007 — 2009
Bachelor's Degree, Finance
University of San Francisco 2007 — 2007
Bachelor's Degree, Finance
Christopher Michael Williams Christopher Michael Williams's HighTower Experience October 2013 - September 2015
Job Experienced Associate Risk Assurance
Industry Accounting
Experience
PwC September 2015 - Present
HighTower October 2013 - September 2015
HighTower May 2013 - October 2013
Deloitte 2013 - 2013
MidWestOne Bank August 2009 - July 2012
Skills
Banking, Nonprofits, Social Media, Financial Analysis, Finance, Microsoft Excel, Microsoft Office, Loans, Credit, Accounting, Customer Service, Budgets, Time Management, Leadership
Education
Loyola University of Chicago 2012 — 2014
Master's in Accountancy, Accounting
University of Iowa, College of Liberal Arts and Sciences 2007 — 2010
Bachelor of Arts, Communication Studies
PwC September 2015 - Present
HighTower October 2013 - September 2015
HighTower May 2013 - October 2013
Deloitte 2013 - 2013
MidWestOne Bank August 2009 - July 2012
Skills
Banking, Nonprofits, Social Media, Financial Analysis, Finance, Microsoft Excel, Microsoft Office, Loans, Credit, Accounting, Customer Service, Budgets, Time Management, Leadership
Education
Loyola University of Chicago 2012 — 2014
Master's in Accountancy, Accounting
University of Iowa, College of Liberal Arts and Sciences 2007 — 2010
Bachelor of Arts, Communication Studies
Brian Grumbach's HighTower Experience February 2012 - Present
Job Kelly Wealth Management Executive Director, Partner at HighTower
Industry Financial Services
Experience
HighTower February 2012 - Present
Merrill Lynch September 1996 - February 2012
Skills
Certified Financial..., Investments, Retirement Planning, Series 7, Asset Allocation, Series 63, AIF, Wealth Management..., Financial Services, Certified Investment...
Education
Towson University 1993 — 1995
Bachelor's degree, Business Administration and Management, General
Essex Community College 1990 — 1992
Associate of Arts (A.A.)
HighTower February 2012 - Present
Merrill Lynch September 1996 - February 2012
Skills
Certified Financial..., Investments, Retirement Planning, Series 7, Asset Allocation, Series 63, AIF, Wealth Management..., Financial Services, Certified Investment...
Education
Towson University 1993 — 1995
Bachelor's degree, Business Administration and Management, General
Essex Community College 1990 — 1992
Associate of Arts (A.A.)
Catie Morici Catie Morici's HighTower Experience June 2012 - Present
Job Director of Private Wealth Services at HighTower Advisors
Industry Financial Services
Experience
HighTower June 2012 - Present
UBS Financial Services, Inc 2005 - June 2012
UBS Wealth Management January 2005 - July 2005
State Street June 2003 - January 2005
Deutsche Bank July 2001 - June 2003
Education
Elon University 1997 — 2001
Bachelor of Science, Business Administration
HighTower June 2012 - Present
UBS Financial Services, Inc 2005 - June 2012
UBS Wealth Management January 2005 - July 2005
State Street June 2003 - January 2005
Deutsche Bank July 2001 - June 2003
Education
Elon University 1997 — 2001
Bachelor of Science, Business Administration
Emre Karaca Emre Karaca's HighTower Experience October 1995 - December 2007
Job Partner at xkzero
Industry Computer Software
Experience
xkzero April 2009 - Present
VEK International Inc January 2008 - April 2009
HighTower October 1995 - December 2007
Skills
ERP, E-commerce, Software Development, Business Process, SaaS, Business Analysis, SQL, Crystal Reports, CRM, Microsoft SQL Server, Software Implementation, Software Project..., Enterprise Software, Business Intelligence, Integration, Agile Methodologies, Databases
Education
IIT Stuart School of Business 1994 — 1995
MBA, Information Systems
Marmara University 1991 — 1994
BS, Industrial Engineering
xkzero April 2009 - Present
VEK International Inc January 2008 - April 2009
HighTower October 1995 - December 2007
Skills
ERP, E-commerce, Software Development, Business Process, SaaS, Business Analysis, SQL, Crystal Reports, CRM, Microsoft SQL Server, Software Implementation, Software Project..., Enterprise Software, Business Intelligence, Integration, Agile Methodologies, Databases
Education
IIT Stuart School of Business 1994 — 1995
MBA, Information Systems
Marmara University 1991 — 1994
BS, Industrial Engineering
Elizabeth Rasch Elizabeth Rasch's HighTower Experience December 2014 - Present
Job Marketing Intern at HighTower
Industry Marketing and Advertising
Experience
HighTower December 2014 - Present
Red Bull March 2013 - September 2014
Bello Tea August 2012 - January 2013
AT&T Mobile Tel June 2008 - February 2010
Skills
Leadership, PowerPoint, Organization Skills, Marketing Communications, Customer Service, Journalism, Marketing Strategy, Market Research, Social Media, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Advertising, Employee Training, Public Relations, Social Networking, Social Media Marketing, File Management, Presentation Development, Marketing
Education
DePaul University 2012 — 2015
Bachelor's Degree, Communication and Media Studies, Senior
College of DuPage 2012 — 2012
Associate's Degree, General Studies, SOPHOMORE
University of Missouri-Columbia 2010 — 2012
Journalism
HighTower December 2014 - Present
Red Bull March 2013 - September 2014
Bello Tea August 2012 - January 2013
AT&T Mobile Tel June 2008 - February 2010
Skills
Leadership, PowerPoint, Organization Skills, Marketing Communications, Customer Service, Journalism, Marketing Strategy, Market Research, Social Media, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Advertising, Employee Training, Public Relations, Social Networking, Social Media Marketing, File Management, Presentation Development, Marketing
Education
DePaul University 2012 — 2015
Bachelor's Degree, Communication and Media Studies, Senior
College of DuPage 2012 — 2012
Associate's Degree, General Studies, SOPHOMORE
University of Missouri-Columbia 2010 — 2012
Journalism
Lars Knudsen Lars Knudsen's HighTower Experience July 2014 - Present
Job Managing Director and Partner at HighTower Bellevue
Industry Financial Services
Experience
HighTower July 2014 - Present
Triad Wealth Stewardship October 2007 - July 2014
Skills
Strategic Financial..., Investments, Customer Service, Wealth, Finance, Portfolio Management, Strategic Planning, Wealth Management, Retirement Planning, Asset Management, Financial Advisory, Estate Planning, Mutual Funds, Asset Allocation, Investment Advisory, Financial Services
Education
Pacific Lutheran University - School of Business 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Pacific Lutheran University
BA in Finance and Accounting, Accounting and Finance
HighTower July 2014 - Present
Triad Wealth Stewardship October 2007 - July 2014
Skills
Strategic Financial..., Investments, Customer Service, Wealth, Finance, Portfolio Management, Strategic Planning, Wealth Management, Retirement Planning, Asset Management, Financial Advisory, Estate Planning, Mutual Funds, Asset Allocation, Investment Advisory, Financial Services
Education
Pacific Lutheran University - School of Business 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Pacific Lutheran University
BA in Finance and Accounting, Accounting and Finance
Matthew T. Camden Matthew T. Camden's HighTower Experience June 2012 - Present
Job Chief of Staff at HighTower
Industry Financial Services
Experience
HighTower June 2012 - Present
HighTower June 2008 - June 2012
UHY Advisors, Inc April 2004 - April 2008
Clifton Gunderson LLP August 1996 - March 2004
KPMG Peat Marwick January 1994 - August 1996
Northwestern Memorial Hospital January 1992 - January 1994
University Hospital Consortium January 1987 - January 1992
Blue Cross and Blue Shield Association January 1985 - January 1987
Skills
Executive Management, IT Strategy, Business Intelligence, Business Continuity, Cloud Computing, Asset Management, Start-ups, Mergers, Budgeting, Leadership, Strategic Planning, Change Management, Leadership Development, Vendor Management, Strategy, Process Improvement, Team Building, Entrepreneurship, Managed Services, Management, Mergers & Acquisitions, Budgets, Business Analysis, Consulting, New Business Development, Asset Managment, SaaS, Finance, Project Planning, Data Center, Risk Management, CRM, Business Development, Business Strategy, Strategic Partnerships, Management Consulting, Project Management, Business Planning, Business Process..., Governance, Outsourcing, Business Process
Education
University of Notre Dame - Mendoza College of Business 2014 — 2014
Certificate in Executive Management, Business Administration and Management, General, Champion - the Business Strategy Game
Loyola University Chicago 1987 — 1991
Master of Business Administration (M.B.A.), Business Ethics
Benedictine University 1982 — 1985
BA, Literature
HighTower June 2012 - Present
HighTower June 2008 - June 2012
UHY Advisors, Inc April 2004 - April 2008
Clifton Gunderson LLP August 1996 - March 2004
KPMG Peat Marwick January 1994 - August 1996
Northwestern Memorial Hospital January 1992 - January 1994
University Hospital Consortium January 1987 - January 1992
Blue Cross and Blue Shield Association January 1985 - January 1987
Skills
Executive Management, IT Strategy, Business Intelligence, Business Continuity, Cloud Computing, Asset Management, Start-ups, Mergers, Budgeting, Leadership, Strategic Planning, Change Management, Leadership Development, Vendor Management, Strategy, Process Improvement, Team Building, Entrepreneurship, Managed Services, Management, Mergers & Acquisitions, Budgets, Business Analysis, Consulting, New Business Development, Asset Managment, SaaS, Finance, Project Planning, Data Center, Risk Management, CRM, Business Development, Business Strategy, Strategic Partnerships, Management Consulting, Project Management, Business Planning, Business Process..., Governance, Outsourcing, Business Process
Education
University of Notre Dame - Mendoza College of Business 2014 — 2014
Certificate in Executive Management, Business Administration and Management, General, Champion - the Business Strategy Game
Loyola University Chicago 1987 — 1991
Master of Business Administration (M.B.A.), Business Ethics
Benedictine University 1982 — 1985
BA, Literature
Drew Nordlicht Drew Nordlicht's HighTower Experience June 2012 - Present
Job Private Wealth Advisor and Partner, Managing Director at HighTower
Industry Financial Services
Experience
HighTower June 2012 - Present
UBS Financial Services, Inc February 2007 - June 2012
Smith Barney 1994 - 2007
Skills
Executive Stock/Option..., Concentrated Stock..., Strategic Financial..., Financial Advisory, Wealth Management..., Investment Advisory, Wealth Management, Asset Allocation, Series 7, Alternative Investments, Retirement Planning, Private Equity, Equities, ETFs, Investment Banking, Investments, Asset Managment, Portfolio Management, Investment Strategies, Fixed Income, Securities, Bonds
Education
San Diego State University-California State University 1987 — 1992
Bachelor’s Degree, Marketing
HighTower June 2012 - Present
UBS Financial Services, Inc February 2007 - June 2012
Smith Barney 1994 - 2007
Skills
Executive Stock/Option..., Concentrated Stock..., Strategic Financial..., Financial Advisory, Wealth Management..., Investment Advisory, Wealth Management, Asset Allocation, Series 7, Alternative Investments, Retirement Planning, Private Equity, Equities, ETFs, Investment Banking, Investments, Asset Managment, Portfolio Management, Investment Strategies, Fixed Income, Securities, Bonds
Education
San Diego State University-California State University 1987 — 1992
Bachelor’s Degree, Marketing
Andie Evans Andie Evans's HighTower Experience July 2014 - Present
Job Director of Client Communications and Marketing at HighTower Bellevue
Industry Financial Services
Experience
HighTower July 2014 - Present
Triad Wealth Stewardship December 2013 - July 2014
Diversified Wealth Management 2005 - 2013
Chanhassen Dinner Theatres October 2001 - March 2005
Skills
Marketing, Team Building, Leadership, Customer Service, Public Speaking, Client Services, Microsoft Office, Strategic Planning, Microsoft Excel, Process Improvement
Education
Minnesota State University, Mankato 1997 — 2000
Mass Communications
Prior Lake High School 1994 — 1997
HighTower July 2014 - Present
Triad Wealth Stewardship December 2013 - July 2014
Diversified Wealth Management 2005 - 2013
Chanhassen Dinner Theatres October 2001 - March 2005
Skills
Marketing, Team Building, Leadership, Customer Service, Public Speaking, Client Services, Microsoft Office, Strategic Planning, Microsoft Excel, Process Improvement
Education
Minnesota State University, Mankato 1997 — 2000
Mass Communications
Prior Lake High School 1994 — 1997
Benjamin Rosenbach Benjamin Rosenbach's HighTower Experience May 2014 - Present
Job Accountant at HighTower
Industry Accounting
Experience
HighTower May 2014 - Present
HighTower May 2013 - Present
Beene Garter LLP December 2011 - January 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, Leadership, Budgets, Microsoft Office, Outlook, Inventory Management, Payroll, QuickBooks, Customer Service, Sales, PowerPoint, Financial Reporting, Financial Analysis, Finance
Education
Loyola University of Chicago 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
HighTower May 2014 - Present
HighTower May 2013 - Present
Beene Garter LLP December 2011 - January 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, Leadership, Budgets, Microsoft Office, Outlook, Inventory Management, Payroll, QuickBooks, Customer Service, Sales, PowerPoint, Financial Reporting, Financial Analysis, Finance
Education
Loyola University of Chicago 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Celeste Piraino Celeste Piraino's HighTower Experience October 2014 - August 2015
Job Social Media and Communications Assistant at Bello Magazine
Industry Entertainment
Experience
Bello Magazine September 2015 - Present
The Extra Scoop January 2014 - Present
HighTower October 2014 - August 2015
The Daily Journal Yes! Magazine August 2014 - November 2014
Walgreens July 2014 - October 2014
Celebs Goss July 2012 - July 2013
Michigan Avenue Magazine December 2011 - March 2012
BUZZMEDIA June 2011 - August 2011
Skills
Journalism, Social Media, Final Cut Pro, Wordpress, Photoshop, Garageband, InDesign, Soundslides, Entertainment Journalism, On-air Experience, Camera Skills, mobile podcasting, Audacity, Storytelling, Blogging, Editorial, Facebook, Editing, Magazines
Education
DePaul University 2008 — 2012
Journalism, Journalism
Bello Magazine September 2015 - Present
The Extra Scoop January 2014 - Present
HighTower October 2014 - August 2015
The Daily Journal Yes! Magazine August 2014 - November 2014
Walgreens July 2014 - October 2014
Celebs Goss July 2012 - July 2013
Michigan Avenue Magazine December 2011 - March 2012
BUZZMEDIA June 2011 - August 2011
Skills
Journalism, Social Media, Final Cut Pro, Wordpress, Photoshop, Garageband, InDesign, Soundslides, Entertainment Journalism, On-air Experience, Camera Skills, mobile podcasting, Audacity, Storytelling, Blogging, Editorial, Facebook, Editing, Magazines
Education
DePaul University 2008 — 2012
Journalism, Journalism
Julio Cabrera Julio Cabrera's HighTower Experience August 2012 - Present
Job Manager, Systems Administration
Industry Information Technology and Services
Experience
HighTower August 2012 - Present
TransAct Futures April 2009 - October 2012
Wachovia Securities LLC March 2003 - March 2009
Comdisco 1998 - 2000
Education
Keller Graduate School of Management of DeVry University
HighTower August 2012 - Present
TransAct Futures April 2009 - October 2012
Wachovia Securities LLC March 2003 - March 2009
Comdisco 1998 - 2000
Education
Keller Graduate School of Management of DeVry University
Carly Berg Carly Berg's HighTower Experience November 2012 - May 2015
Job Owner at Above & Beyond Bookkeeping
Industry Human Resources
Experience
Above & Beyond Bookkeeping May 2015 - Present
HighTower November 2012 - May 2015
HighTower June 2011 - November 2012
Freelance April 2008 - June 2011
Details, Etc. November 2006 - April 2008
Skills
Marketing, Event Planning, Customer Service, Budgets, Microsoft Office, Human Resources, Finance, Management, Training, Fundraising, Analysis
Education
Georgia State University
Bachelor of Science (B.S.), Hospitality Administration
Above & Beyond Bookkeeping May 2015 - Present
HighTower November 2012 - May 2015
HighTower June 2011 - November 2012
Freelance April 2008 - June 2011
Details, Etc. November 2006 - April 2008
Skills
Marketing, Event Planning, Customer Service, Budgets, Microsoft Office, Human Resources, Finance, Management, Training, Fundraising, Analysis
Education
Georgia State University
Bachelor of Science (B.S.), Hospitality Administration
Jessica Iorio Jessica Iorio's HighTower Experience November 2008 - Present
Job Business Director, Bapis Group at HighTower
Industry Investment Management
Experience
HighTower November 2008 - Present
Morgan Stanley September 2006 - November 2008
Skills
Wealth Management, Series 7, Alternative Investments, Wealth Management..., Asset Allocation, Hedge Funds, Investment Advisory, Portfolio Management, Mutual Funds, Asset Management, Investments, Investment Strategies, Financial Advisory, Series 63, Separately Managed...
Education
Quinnipiac University - School of Business 2002 — 2006
BS, Finance
HighTower November 2008 - Present
Morgan Stanley September 2006 - November 2008
Skills
Wealth Management, Series 7, Alternative Investments, Wealth Management..., Asset Allocation, Hedge Funds, Investment Advisory, Portfolio Management, Mutual Funds, Asset Management, Investments, Investment Strategies, Financial Advisory, Series 63, Separately Managed...
Education
Quinnipiac University - School of Business 2002 — 2006
BS, Finance
Jonathan Woodrow's HighTower Experience June 2012 - August 2012
Job Investment Analyst at Health Care REIT
Industry Real Estate
Experience
Health Care REIT June 2015 - Present
Health Care REIT June 2014 - August 2014
Value Retail June 2013 - August 2013
HighTower June 2012 - August 2012
Education
Amherst College 2011 — 2015
Bachelor’s Degree, History and French, Cum Laude
Aspen High School 2007 — 2011
High School
Health Care REIT June 2015 - Present
Health Care REIT June 2014 - August 2014
Value Retail June 2013 - August 2013
HighTower June 2012 - August 2012
Education
Amherst College 2011 — 2015
Bachelor’s Degree, History and French, Cum Laude
Aspen High School 2007 — 2011
High School
Christine Torrey Christine Torrey's HighTower Experience January 2015 - Present
Job Private Wealth Advisor at LCK Wealth Management HighTower Advisors
Industry Financial Services
Experience
HighTower January 2015 - Present
LCK Wealth Management at HighTower November 2013 - December 2014
Merrill Lynch May 2000 - November 2013
First Montauk Securites Corp October 1997 - May 2000
Skills
Equities, Alternative Investments, Fixed Income, Investments, Bloomberg, Financial Analysis, Strategic Financial..., Equity Research, Bloomberg Terminal, Portfolio Management, Derivatives, Investment Banking, Asset Allocation, Mutual Funds, Series 63, Securities, Financial Planning
Education
Lehigh University 1993 — 1997
Bachelor of Science (BS), Finance
Garden City High School
HighTower January 2015 - Present
LCK Wealth Management at HighTower November 2013 - December 2014
Merrill Lynch May 2000 - November 2013
First Montauk Securites Corp October 1997 - May 2000
Skills
Equities, Alternative Investments, Fixed Income, Investments, Bloomberg, Financial Analysis, Strategic Financial..., Equity Research, Bloomberg Terminal, Portfolio Management, Derivatives, Investment Banking, Asset Allocation, Mutual Funds, Series 63, Securities, Financial Planning
Education
Lehigh University 1993 — 1997
Bachelor of Science (BS), Finance
Garden City High School
Lee Majkrzak Lee Majkrzak's HighTower Experience September 2013 - Present
Job Director, Trading and Sales at HighTower
Industry Investment Management
Experience
HighTower September 2013 - Present
McDonnell Investment Management April 2005 - Present
Chapdelaine & Co. January 2004 - April 2005
Skills
Bonds, Strategy, Alternative Investments, Portfolio Management, Trading, Finance, Bloomberg, Financial Analysis, Valuation, Fixed Income, Asset Allocation, Credit, Management, Sales, Investment Management, Mutual Funds, Asset Management, High Yield, Investments, Hedge Funds, Financial Modeling, Equities
Education
Miami University
BS, Finance, Urban and Regional Planning
HighTower September 2013 - Present
McDonnell Investment Management April 2005 - Present
Chapdelaine & Co. January 2004 - April 2005
Skills
Bonds, Strategy, Alternative Investments, Portfolio Management, Trading, Finance, Bloomberg, Financial Analysis, Valuation, Fixed Income, Asset Allocation, Credit, Management, Sales, Investment Management, Mutual Funds, Asset Management, High Yield, Investments, Hedge Funds, Financial Modeling, Equities
Education
Miami University
BS, Finance, Urban and Regional Planning
Jason Taff Jason Taff's HighTower Experience October 2007 - March 2009
Job Software Engineer
Industry Computer Software
Experience
Levatas January 2014 - Present
Florida Power & Light January 2013 - December 2013
United Stationers July 2011 - December 2012
Walgreens February 2011 - July 2011
Motorola Mobility November 2009 - December 2010
HighTower October 2007 - March 2009
Skills
Java, SDLC, XML, Testing, Mobile Applications, Linux, Integration, Perl, Troubleshooting, Visio, Servers, Access, Computer Hardware, Mobile Devices, Test Cases, HTML
Education
Illinois State University 2003 — 2006
Bachelor’s Degree, Computer Science - Information Systems
Levatas January 2014 - Present
Florida Power & Light January 2013 - December 2013
United Stationers July 2011 - December 2012
Walgreens February 2011 - July 2011
Motorola Mobility November 2009 - December 2010
HighTower October 2007 - March 2009
Skills
Java, SDLC, XML, Testing, Mobile Applications, Linux, Integration, Perl, Troubleshooting, Visio, Servers, Access, Computer Hardware, Mobile Devices, Test Cases, HTML
Education
Illinois State University 2003 — 2006
Bachelor’s Degree, Computer Science - Information Systems
Irina Sokolovskaya Irina Sokolovskaya's HighTower Experience June 2010 - Present
Job .NET Developer
Industry Computer Software
Experience
HighTower June 2010 - Present
Convertro 2010 - Present
Skills
JavaScript, .NET, VB.NET, C#, VBScript, Visual Studio, SQL Server, Java, IIS, ASP, ASP.NET, MVC, NetSuite, MAS 90, ProvideX, Web Development, Unix, Web Services, XML
Education
DePaul University 2002 — 2005
Bachelor of Science (B.S.), Computer Science, 3.87
HighTower June 2010 - Present
Convertro 2010 - Present
Skills
JavaScript, .NET, VB.NET, C#, VBScript, Visual Studio, SQL Server, Java, IIS, ASP, ASP.NET, MVC, NetSuite, MAS 90, ProvideX, Web Development, Unix, Web Services, XML
Education
DePaul University 2002 — 2005
Bachelor of Science (B.S.), Computer Science, 3.87
Jeffrey Vogel's HighTower Experience February 2014 - Present
Job Managing Director, Partner at HighTower Advisors LLC
Industry Financial Services
Experience
HighTower February 2014 - Present
Merrill Lynch November 1998 - February 2014
Skills
Cash Management, Equities, Fixed Income, Alternative Investments, Mutual Funds, ETFs, Securities, Asset Allocation, Investment Advisory..., Wealth Management, Retirement Planning, Estate Planning, Employee Stock Options, Concentrated Stock...
Education
Cornell University
Doctor of Philosophy (Ph.D.), Philosophy
Cornell University
Master's Degree, Philosophy
The Johns Hopkins University
Bachelor's Degree, Philosophy
HighTower February 2014 - Present
Merrill Lynch November 1998 - February 2014
Skills
Cash Management, Equities, Fixed Income, Alternative Investments, Mutual Funds, ETFs, Securities, Asset Allocation, Investment Advisory..., Wealth Management, Retirement Planning, Estate Planning, Employee Stock Options, Concentrated Stock...
Education
Cornell University
Doctor of Philosophy (Ph.D.), Philosophy
Cornell University
Master's Degree, Philosophy
The Johns Hopkins University
Bachelor's Degree, Philosophy
Jane Voorhees's HighTower Experience November 2013 - Present
Job Senior Wealth Associate at HighTower
Industry Financial Services
Experience
HighTower November 2013 - Present
UBS Wealth Management September 1992 - November 2013
Huntington Local School District September 2010 - May 2013
Skills
Investments, Portfolio Management, Financial Services, Financial Analysis, Asset Management, Wealth Management, Financial Planning, Mutual Funds, Equities, Securities, Series 7, Series 66, Licensed to sell life...
Education
Massachusetts College of Liberal Arts
Bachelor's degree, Accounting
HighTower November 2013 - Present
UBS Wealth Management September 1992 - November 2013
Huntington Local School District September 2010 - May 2013
Skills
Investments, Portfolio Management, Financial Services, Financial Analysis, Asset Management, Wealth Management, Financial Planning, Mutual Funds, Equities, Securities, Series 7, Series 66, Licensed to sell life...
Education
Massachusetts College of Liberal Arts
Bachelor's degree, Accounting
Curtis L. Lyman Curtis L. Lyman's HighTower Experience 2008 - January 2015
Job CEO/CIO Alpha Beta Gamma Wealth ManagementA Member of the HighTower Network
Industry Financial Services
Experience
HighTower 2008 - January 2015
Alpha Wealth Management November 2007 - December 2008
US Fiduciary 2005 - 2007
Lehman Brothers 2001 - 2005
Wilmington Trust, FSB 1998 - 2001
STI Private Capital Group, N.A. 1996 - 1998
Raymond James Trust Company 1992 - 1996
Chase Manhattan 1988 - 1991
Merrill Lynch 1985 - 1988
County of Orleans, New York, Office of the District Attorney 1979 - 1985
Skills
Client Representation, Strategic Financial..., Investment Advisory, Financial Advisory, Financial Services, Investments, Wealth Management, Finance, Wealth, Series 7, Alternative Investments, Private Banking, Mergers & Acquisitions, Portfolio Management, Securities, Capital Markets, Risk Management, High Net Worth..., Asset Allocation, Mergers, Hedge Funds, Asset Management, Wealth Management..., Estate Planning, Investment Strategies, Mutual Funds, Investment Management, ETFs, Retirement Planning, Series 24, FINRA, Private Equity, Equities, Fixed Income, Uniform Combined State..., Series 65, Bonds, Financial Planners, Options, Retirement, Venture Capital, Personal Financial..., Bloomberg, Hedging, Equity Research, Separately Managed..., Series 63, Investment Advisory..., Management, Business Development
Education
Case Western Reserve University School of Law 1974 — 1977
Juris Doctor (JD), Law
Hiram College 1970 — 1974
Bachelor of Arts (B.A., cum laude)
HighTower 2008 - January 2015
Alpha Wealth Management November 2007 - December 2008
US Fiduciary 2005 - 2007
Lehman Brothers 2001 - 2005
Wilmington Trust, FSB 1998 - 2001
STI Private Capital Group, N.A. 1996 - 1998
Raymond James Trust Company 1992 - 1996
Chase Manhattan 1988 - 1991
Merrill Lynch 1985 - 1988
County of Orleans, New York, Office of the District Attorney 1979 - 1985
Skills
Client Representation, Strategic Financial..., Investment Advisory, Financial Advisory, Financial Services, Investments, Wealth Management, Finance, Wealth, Series 7, Alternative Investments, Private Banking, Mergers & Acquisitions, Portfolio Management, Securities, Capital Markets, Risk Management, High Net Worth..., Asset Allocation, Mergers, Hedge Funds, Asset Management, Wealth Management..., Estate Planning, Investment Strategies, Mutual Funds, Investment Management, ETFs, Retirement Planning, Series 24, FINRA, Private Equity, Equities, Fixed Income, Uniform Combined State..., Series 65, Bonds, Financial Planners, Options, Retirement, Venture Capital, Personal Financial..., Bloomberg, Hedging, Equity Research, Separately Managed..., Series 63, Investment Advisory..., Management, Business Development
Education
Case Western Reserve University School of Law 1974 — 1977
Juris Doctor (JD), Law
Hiram College 1970 — 1974
Bachelor of Arts (B.A., cum laude)
Jonathan La Mar Jonathan La Mar's HighTower Experience January 2014 - Present
Job Director, Client Reporting & Billing at HighTower
Industry Financial Services
Experience
HighTower January 2014 - Present
HighTower December 2011 - Present
Morgan Stanley Private Wealth Management September 2006 - December 2011
AT&T Wireless (Mobile Tel) September 2005 - July 2008
Northwestern Mutual Financial Network May 2006 - September 2006
Skills
Series 7, CRM, Customer Service, Asset Allocation, Wealth Management
Education
DePaul University 2004 — 2008
BS, Finance
HighTower January 2014 - Present
HighTower December 2011 - Present
Morgan Stanley Private Wealth Management September 2006 - December 2011
AT&T Wireless (Mobile Tel) September 2005 - July 2008
Northwestern Mutual Financial Network May 2006 - September 2006
Skills
Series 7, CRM, Customer Service, Asset Allocation, Wealth Management
Education
DePaul University 2004 — 2008
BS, Finance
James Varghese's HighTower Experience August 2010 - March 2012
Job Software Developer at SWK Technologies, Inc.
Industry Information Technology and Services
Experience
SWK Technologies, Inc. May 2012 - Present
SWK Technologies, Inc. March 2012 - May 2012
HighTower August 2010 - March 2012
Setfocus January 2010 - December 2011
Panasonic March 2006 - April 2010
Universal Lighting Technologies January 2002 - April 2006
Skills
Mas 90, ERP, ProvideX, Microsoft SQL Server, Visual Studio, Software Development, Crystal Reports, ASP.NET, .NET, C#, VB.NET, Databases, XML, WCF, LINQ, WPF, SQL, Testing, ADO.NET, Visio, Silverlight, AJAX, SSRS, ASP, TFS, T-SQL, C++, HTML, JavaScript, Java, WinForms, CSS, SDLC, SSIS, VBScript, VBA, Windows, Access, ASP.NET MVC, Business Basic, MS Project, AutoCAD, Embedded C++
Education
Mangalore University 1987 — 1993
Bachelor of Engineering, Electronics & Communication
Setfocus
Masters Program, Information Technology
SWK Technologies, Inc. May 2012 - Present
SWK Technologies, Inc. March 2012 - May 2012
HighTower August 2010 - March 2012
Setfocus January 2010 - December 2011
Panasonic March 2006 - April 2010
Universal Lighting Technologies January 2002 - April 2006
Skills
Mas 90, ERP, ProvideX, Microsoft SQL Server, Visual Studio, Software Development, Crystal Reports, ASP.NET, .NET, C#, VB.NET, Databases, XML, WCF, LINQ, WPF, SQL, Testing, ADO.NET, Visio, Silverlight, AJAX, SSRS, ASP, TFS, T-SQL, C++, HTML, JavaScript, Java, WinForms, CSS, SDLC, SSIS, VBScript, VBA, Windows, Access, ASP.NET MVC, Business Basic, MS Project, AutoCAD, Embedded C++
Education
Mangalore University 1987 — 1993
Bachelor of Engineering, Electronics & Communication
Setfocus
Masters Program, Information Technology
Patricia Theewen Patricia Theewen's HighTower Experience August 2012 - September 2013
Job Private Wealth Specialist
Industry Financial Services
Experience
BMO Harris Bank December 2014 - Present
HighTower August 2012 - September 2013
Credit Suisse February 2005 - August 2012
Law & Associates, Inc May 1999 - June 2003
Skills
Investments, Hedge Funds, Portfolio Management, Management, Training, Mutual Funds, Private Equity, Time Management, Customer Service, Private Banking, Auditing, Funding, Compliance, AML, Transition Management
Education
Eastern Illinois University
Bachelor of Arts (B.A.), Economics
BMO Harris Bank December 2014 - Present
HighTower August 2012 - September 2013
Credit Suisse February 2005 - August 2012
Law & Associates, Inc May 1999 - June 2003
Skills
Investments, Hedge Funds, Portfolio Management, Management, Training, Mutual Funds, Private Equity, Time Management, Customer Service, Private Banking, Auditing, Funding, Compliance, AML, Transition Management
Education
Eastern Illinois University
Bachelor of Arts (B.A.), Economics
Brendan Sullivan Brendan Sullivan's HighTower Experience July 2015 - Present
Job Executive Director | Enterprise Development | MidWest and Western Regions
Industry Financial Services
Experience
HighTower July 2015 - Present
Schwab Institutional March 2010 - July 2015
Bank of America/Merrill Lynch 2007 - 2010
Skills
Mutual Funds, Wealth Management, Investments, Alternative Investments, Equities, Asset Management, Financial Analysis, Lead Generation, Selling, Marketing Strategy, Marketing, Strategy, Management, Business Strategy, Series 63, Strategic Planning, Customer Retention, Product Management, Customer Service, Investment Advisory, Strategic Financial..., Series 7, Asset Allocation
Education
Roger Williams University
Bachelor of Science (BS), History
HighTower July 2015 - Present
Schwab Institutional March 2010 - July 2015
Bank of America/Merrill Lynch 2007 - 2010
Skills
Mutual Funds, Wealth Management, Investments, Alternative Investments, Equities, Asset Management, Financial Analysis, Lead Generation, Selling, Marketing Strategy, Marketing, Strategy, Management, Business Strategy, Series 63, Strategic Planning, Customer Retention, Product Management, Customer Service, Investment Advisory, Strategic Financial..., Series 7, Asset Allocation
Education
Roger Williams University
Bachelor of Science (BS), History
Sam Coonin's HighTower Experience May 2013 - January 2014
Job Transfer Agency AnalystGlobal Fund Services
Industry Financial Services
Experience
Northern Trust Corporation July 2015 - Present
Fora Financial June 2014 - August 2014
HighTower May 2013 - January 2014
PJ's Sports August 2009 - August 2012
Skills
Microsoft Excel, Finance, PowerPoint, Customer Service, Research, Teamwork, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Team Leadership, Financial Analysis, Leadership
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (BS), Finance, General, Senior
Northern Trust Corporation July 2015 - Present
Fora Financial June 2014 - August 2014
HighTower May 2013 - January 2014
PJ's Sports August 2009 - August 2012
Skills
Microsoft Excel, Finance, PowerPoint, Customer Service, Research, Teamwork, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Team Leadership, Financial Analysis, Leadership
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (BS), Finance, General, Senior
Chris Crimer Chris Crimer's HighTower Experience July 2012 - August 2012
Job Associate Attorney at Foote, Mielke, Chavez & O'Neil, LLC
Industry Law Practice
Experience
Foote, Mielke, Chavez & O'Neil, LLC May 2015 - Present
Kendall County Office of States Attorney August 2014 - December 2014
NIU College of Law August 2012 - December 2014
Dekalb County Public Defenders Office May 2014 - August 2014
Northern Illinois University August 2013 - May 2014
Dekalb County Public Defender's Office June 2013 - August 2013
HighTower July 2012 - August 2012
PMA Financial Network Inc September 2008 - May 2011
PMA Financial Nework September 2004 - September 2008
Skills
Municipal, Fixed Income Trading, CDS, Fixed Income Products, Series 63, Series 7, Securities, Money Market, Investments, Traders, Commercial Paper, Bonds, Trading, Investment Banking, Banking, Fixed Income, Equities, Research, Credit, Portfolios, Bloomberg, Financial Markets, Cash, Analysis, Debt, Capital Markets, Asset Allocation, Mutual Funds, Wealth Management, FX, Finance
Education
Northern Illinois University College of Law 2012 — 2014
Doctor of Law (J.D.), Law
Illinois State University 1999 — 2004
Bachelors of Science, Finance
Foote, Mielke, Chavez & O'Neil, LLC May 2015 - Present
Kendall County Office of States Attorney August 2014 - December 2014
NIU College of Law August 2012 - December 2014
Dekalb County Public Defenders Office May 2014 - August 2014
Northern Illinois University August 2013 - May 2014
Dekalb County Public Defender's Office June 2013 - August 2013
HighTower July 2012 - August 2012
PMA Financial Network Inc September 2008 - May 2011
PMA Financial Nework September 2004 - September 2008
Skills
Municipal, Fixed Income Trading, CDS, Fixed Income Products, Series 63, Series 7, Securities, Money Market, Investments, Traders, Commercial Paper, Bonds, Trading, Investment Banking, Banking, Fixed Income, Equities, Research, Credit, Portfolios, Bloomberg, Financial Markets, Cash, Analysis, Debt, Capital Markets, Asset Allocation, Mutual Funds, Wealth Management, FX, Finance
Education
Northern Illinois University College of Law 2012 — 2014
Doctor of Law (J.D.), Law
Illinois State University 1999 — 2004
Bachelors of Science, Finance
Stephen Darke's HighTower Experience May 2012 - Present
Job Managing Director at Macquarie Group
Industry Venture Capital & Private Equity
Experience
Amerra Capital Management, LLC April 2015 - Present
Macquarie Group January 1999 - Present
MD Sass-Macquarie Financial Strategies Fund 2005 - Present
HighTower May 2012 - Present
Taurus Funds Management Pty Ltd May 2011 - Present
Waterfall Asset Management February 2012 - August 2013
Allens Arthur Robinson 1996 - 1999
Skills
Valuation, Structuring, Negotiation, Private Equity, Alternative Investments, Hedge Funds, Venture Capital, Structured Finance, Asset Management, Investment Banking, Due Diligence, Business Strategy, Seed Capital, Financial Services, Securities, Project Finance, Investments, Finance
Education
Bond University 1992 — 1995
Bachelors of Law and Commerce, (Finance, Accounting)
The Southport School
Amerra Capital Management, LLC April 2015 - Present
Macquarie Group January 1999 - Present
MD Sass-Macquarie Financial Strategies Fund 2005 - Present
HighTower May 2012 - Present
Taurus Funds Management Pty Ltd May 2011 - Present
Waterfall Asset Management February 2012 - August 2013
Allens Arthur Robinson 1996 - 1999
Skills
Valuation, Structuring, Negotiation, Private Equity, Alternative Investments, Hedge Funds, Venture Capital, Structured Finance, Asset Management, Investment Banking, Due Diligence, Business Strategy, Seed Capital, Financial Services, Securities, Project Finance, Investments, Finance
Education
Bond University 1992 — 1995
Bachelors of Law and Commerce, (Finance, Accounting)
The Southport School
C.J. Kaufman C.J. Kaufman's HighTower Experience July 2010 - February 2012
Job ERP Manager at Belflex Staffing Network
Industry Information Services
Experience
BelFlex Staffing Network August 2013 - Present
The Maschhoffs February 2012 - August 2013
HighTower July 2010 - February 2012
Dayspring Enterprises, LLC March 2009 - July 2010
DWD Technology Group June 2007 - March 2009
Dayspring Enterprises, LLC May 2001 - June 2007
First Edge Sornson, LLC April 1998 - April 2001
Mckinley Associates February 1994 - April 1998
Skills
VBA, VBScript, ERP, Crystal Reports, Requirements Analysis, Project Management, Visio, MS Project
Education
Eastern Michigan University 1992 — 1993
MBA, Business Administration
Pensacola Christian College 1987 — 1991
Bachelors, Business Administration
BelFlex Staffing Network August 2013 - Present
The Maschhoffs February 2012 - August 2013
HighTower July 2010 - February 2012
Dayspring Enterprises, LLC March 2009 - July 2010
DWD Technology Group June 2007 - March 2009
Dayspring Enterprises, LLC May 2001 - June 2007
First Edge Sornson, LLC April 1998 - April 2001
Mckinley Associates February 1994 - April 1998
Skills
VBA, VBScript, ERP, Crystal Reports, Requirements Analysis, Project Management, Visio, MS Project
Education
Eastern Michigan University 1992 — 1993
MBA, Business Administration
Pensacola Christian College 1987 — 1991
Bachelors, Business Administration
Stephen Sotiriou's HighTower Experience May 2013 - June 2013
Job Corporate Advisory & Restructuring Services Associate at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP August 2015 - Present
Amgen June 2014 - August 2014
HighTower May 2013 - June 2013
Boys & Girls Clubs of America April 2012 - April 2012
Skills
Financial Research, Client Development, Records Management, Teamwork, Portfolio Management, Microsoft Excel, Microsoft Office, PowerPoint, Wealth Management
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA), Finance, General
Grant Thornton LLP August 2015 - Present
Amgen June 2014 - August 2014
HighTower May 2013 - June 2013
Boys & Girls Clubs of America April 2012 - April 2012
Skills
Financial Research, Client Development, Records Management, Teamwork, Portfolio Management, Microsoft Excel, Microsoft Office, PowerPoint, Wealth Management
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA), Finance, General
Ruth Berger's HighTower Experience February 2014 - Present
Job Managing Director, Partner at HighTower Advisors LLC
Industry Financial Services
Experience
HighTower February 2014 - Present
Merrill Lynch August 1999 - February 2014
The NPD Group October 1998 - August 1999
Starr Litigation Services May 1997 - October 1998
Skills
Cash Management, Securities, Investments, Equities, Fixed Income, ETFs, Mutual Funds, Alternative Investments, Asset Management, Wealth Management, Concentrated Stock..., Investment Advisory, Asset Allocation, Portfolio Management, Retirement Planning, Financial Planning, Estate Planning
Education
Indiana University Bloomington 1991 — 1996
Doctor of Philosophy (Ph.D.), Philosophy of Science
Indiana University Bloomington 1991 — 1996
Master of Arts (MA), History and Philosopy of Science
Georgia Institute of Technology 1988 — 1991
Bachelor of Science (BS), Applied Physics
HighTower February 2014 - Present
Merrill Lynch August 1999 - February 2014
The NPD Group October 1998 - August 1999
Starr Litigation Services May 1997 - October 1998
Skills
Cash Management, Securities, Investments, Equities, Fixed Income, ETFs, Mutual Funds, Alternative Investments, Asset Management, Wealth Management, Concentrated Stock..., Investment Advisory, Asset Allocation, Portfolio Management, Retirement Planning, Financial Planning, Estate Planning
Education
Indiana University Bloomington 1991 — 1996
Doctor of Philosophy (Ph.D.), Philosophy of Science
Indiana University Bloomington 1991 — 1996
Master of Arts (MA), History and Philosopy of Science
Georgia Institute of Technology 1988 — 1991
Bachelor of Science (BS), Applied Physics
Joseph Romano III, AIF®, CRPC®'s HighTower Experience April 2011 - Present
Job Managing Director, Partner, HighTower
Industry Financial Services
Experience
Young Presidents' Organization(YPO) March 2012 - Present
HighTower April 2011 - Present
Merrill Lynch August 1998 - April 2011
Skills
Financial Planning, Wealth Management, Private Wealth..., Portfolio Management, Alternative Investments, Derivatives, Private Banking, Equities, Investments, Business Strategy, Planning, Fixed Income, Asset Management, Hedge Funds, Asset Allocation, FX, Retirement Planning, Investment Advisory, Structured Products, Commodities, Investment Banking, Estate Planning, Options, Swaps, Hedging, Bonds, Mutual Funds, Risk Management, Private Equity, Credit, Investment Strategies, Managed Futures, Managed Accounts, Trading, Retirement Income..., Series 7, Series 66, Finance, Project Planning, Investment Management, Wealth Management..., Financial Advisory, Series 63, Strategic Financial..., FINRA, Wealth, Financial Services, Venture Capital, Retirement
Education
Kent State University 1995 — 1998
BA, Marketing
Kent State University 1995 — 1998
BA, Marketing
Young Presidents' Organization(YPO) March 2012 - Present
HighTower April 2011 - Present
Merrill Lynch August 1998 - April 2011
Skills
Financial Planning, Wealth Management, Private Wealth..., Portfolio Management, Alternative Investments, Derivatives, Private Banking, Equities, Investments, Business Strategy, Planning, Fixed Income, Asset Management, Hedge Funds, Asset Allocation, FX, Retirement Planning, Investment Advisory, Structured Products, Commodities, Investment Banking, Estate Planning, Options, Swaps, Hedging, Bonds, Mutual Funds, Risk Management, Private Equity, Credit, Investment Strategies, Managed Futures, Managed Accounts, Trading, Retirement Income..., Series 7, Series 66, Finance, Project Planning, Investment Management, Wealth Management..., Financial Advisory, Series 63, Strategic Financial..., FINRA, Wealth, Financial Services, Venture Capital, Retirement
Education
Kent State University 1995 — 1998
BA, Marketing
Kent State University 1995 — 1998
BA, Marketing
Peter Lang's HighTower Experience February 2010 - Present
Job Managing Director and Partner at HighTower
Industry Financial Services
Experience
HighTower February 2010 - Present
Morgan Stanley Smith Barney 1991 - 2010
Skills
Wealth Management, Estate Planning, Series 7, Asset Allocation, Portfolio Management, Investments, Alternative Investments, Public Speaking, Retirement Planning, Asset Management, Financial Planning, Strategic Financial..., Mutual Funds, Investment Advisory, Equities, Securities, Management, Investment Strategies, Financial Advisory, Series 63, High Net Worth..., Hedge Funds
Education
Center for Fiduciary Studies 1989 — 1990
AIF, Accredited Investment Fiduciary
Clark University 1985 — 1989
BA, Political Science / Government
HighTower February 2010 - Present
Morgan Stanley Smith Barney 1991 - 2010
Skills
Wealth Management, Estate Planning, Series 7, Asset Allocation, Portfolio Management, Investments, Alternative Investments, Public Speaking, Retirement Planning, Asset Management, Financial Planning, Strategic Financial..., Mutual Funds, Investment Advisory, Equities, Securities, Management, Investment Strategies, Financial Advisory, Series 63, High Net Worth..., Hedge Funds
Education
Center for Fiduciary Studies 1989 — 1990
AIF, Accredited Investment Fiduciary
Clark University 1985 — 1989
BA, Political Science / Government
Johnny de Gruiter, MBA Johnny de Gruiter, MBA's HighTower Experience October 2014 - February 2015
Job Director at Alpha Beta Gamma Wealth Management
Industry Financial Services
Experience
HighTower, ABG Wealth Management February 2015 - Present
HighTower October 2014 - February 2015
HighTower March 2014 - October 2014
Decapo Systems January 2012 - October 2014
Graduate Business Student Association January 2014 - September 2014
New Orleans Police Department 2009 - February 2010
Chop's Bistro October 2005 - April 2009
University of New Orleans September 2004 - August 2008
Skills
Financial Analysis, Finance, Portfolio Management, Investment Strategies, Due Diligence, Strategic Planning, Business Analysis, Analysis, Risk Management, Quantitative Risk..., Derivatives, Microsoft Office, Microsoft Excel, PowerPoint, Strategy, Microsoft Word, Management, Time Management, Customer Service, Budgets, Teamwork, Leadership, Outlook, Return on Investment, Process Improvement, Team Leadership, Business Development, Project Management, Timely Decision Making, Research, Banking, Training, Proprietary Trading, Private Equity, Venture Capital, Quantitative Finance, Financial Engineering, Financial Modeling
Education
Nova Southeastern University 2012 — 2014
Master of Business Administration (MBA), Finance, 3.83 / 4.0
Nova Southeastern University 2012 — 2013
Master of Business Administration (MBA), Osteopathic Medicine/Osteopathy
Delgado Community College 2010 — 2011
EMS, Emergency Medical Technology/Technician (EMT Paramedic)
University of New Orleans 2004 — 2009
Bachelor of Science (BS), Biology, General
HighTower, ABG Wealth Management February 2015 - Present
HighTower October 2014 - February 2015
HighTower March 2014 - October 2014
Decapo Systems January 2012 - October 2014
Graduate Business Student Association January 2014 - September 2014
New Orleans Police Department 2009 - February 2010
Chop's Bistro October 2005 - April 2009
University of New Orleans September 2004 - August 2008
Skills
Financial Analysis, Finance, Portfolio Management, Investment Strategies, Due Diligence, Strategic Planning, Business Analysis, Analysis, Risk Management, Quantitative Risk..., Derivatives, Microsoft Office, Microsoft Excel, PowerPoint, Strategy, Microsoft Word, Management, Time Management, Customer Service, Budgets, Teamwork, Leadership, Outlook, Return on Investment, Process Improvement, Team Leadership, Business Development, Project Management, Timely Decision Making, Research, Banking, Training, Proprietary Trading, Private Equity, Venture Capital, Quantitative Finance, Financial Engineering, Financial Modeling
Education
Nova Southeastern University 2012 — 2014
Master of Business Administration (MBA), Finance, 3.83 / 4.0
Nova Southeastern University 2012 — 2013
Master of Business Administration (MBA), Osteopathic Medicine/Osteopathy
Delgado Community College 2010 — 2011
EMS, Emergency Medical Technology/Technician (EMT Paramedic)
University of New Orleans 2004 — 2009
Bachelor of Science (BS), Biology, General
Dan Norris's HighTower Experience February 2003 - March 2012
Job Director of Marketing at xkzero, MicroAccounting Solutions
Industry Marketing and Advertising
Experience
MicroAccounting Solutions September 2012 - Present
xkzero May 2012 - Present
HighTower February 2003 - March 2012
Arthur Andersen October 1998 - March 2002
Sound Video Impressions October 1996 - August 1998
WMS Gaming December 1993 - April 1996
Skills
Creative Concept..., Content Marketing, Creative Strategy, Marketing Strategy, Online Marketing, Direct Marketing, Brand Development, Corporate Identity, Creative Direction, Art Direction, SEO, SEO copywriting, PPC, Copywriting, User Interface Design, User Experience, Marketing Communications, Email Marketing, Advertising, Social Media Marketing, Social Media, Web Design, Graphic Design, Logo Design, Motion Graphics, Animation, Illustration, 3D animation, 3D visualization, Visualization, Retouching, Video Production, Adobe Creative Suite, After Effects, Illustrator, Photoshop, Video Editing, Graphics, XHTML, JavaScript, HTML + CSS, Brochures, Content Strategy, Lead Generation
Education
Northern Illinois University 1989 — 1993
Bachelor of Fine Arts (BFA)
Harper College 1986 — 1988
Associate of Arts (A.A.)
MicroAccounting Solutions September 2012 - Present
xkzero May 2012 - Present
HighTower February 2003 - March 2012
Arthur Andersen October 1998 - March 2002
Sound Video Impressions October 1996 - August 1998
WMS Gaming December 1993 - April 1996
Skills
Creative Concept..., Content Marketing, Creative Strategy, Marketing Strategy, Online Marketing, Direct Marketing, Brand Development, Corporate Identity, Creative Direction, Art Direction, SEO, SEO copywriting, PPC, Copywriting, User Interface Design, User Experience, Marketing Communications, Email Marketing, Advertising, Social Media Marketing, Social Media, Web Design, Graphic Design, Logo Design, Motion Graphics, Animation, Illustration, 3D animation, 3D visualization, Visualization, Retouching, Video Production, Adobe Creative Suite, After Effects, Illustrator, Photoshop, Video Editing, Graphics, XHTML, JavaScript, HTML + CSS, Brochures, Content Strategy, Lead Generation
Education
Northern Illinois University 1989 — 1993
Bachelor of Fine Arts (BFA)
Harper College 1986 — 1988
Associate of Arts (A.A.)
Rod Tolentino's HighTower Experience March 2013 - June 2015
Job Managing Director
Industry Mechanical or Industrial Engineering
Experience
WM International Engineering January 2015 - Present
Southern Cook Radiation Oncology January 2011 - Present
Transamerica Financial Advisors, Inc. June 2009 - Present
Online Solutions, Inc. April 2003 - Present
HighTower March 2013 - June 2015
Saggezza, Inc. May 2011 - July 2013
Wachovia (client) January 2006 - May 2009
Perficient, Inc. 2000 - May 2009
Wachovia Securities 2006 - March 2009
Genisys Consulting 2000 - 2004
Skills
SQL Server, Business Analysis, SQL, MS Exchange, Google Apps, Microsoft SQL Server, Microsoft Exchange, .NET, ASP.NET, Active Directory, Agile Methodologies, Business Intelligence, Business Process..., Business Process, C#, Cloud Computing, Consulting, Data Modeling, DB2, Data Warehousing, Database Design, Databases, Disaster Recovery, ETL, Enterprise Architecture, IIS, IT Management, IT Strategy, ITIL, Integration, Linux, MS Project, MySQL, Networking, Oracle, PL/SQL, Process Improvement, Program Management, Project Management, Requirements Analysis, Requirements Gathering, Router Configuration, SDLC, SOA, SaaS, Security, SharePoint, Software Development, Software Documentation, Software Project...
Education
Illinois Institute of Technology 2001 — 2002
Master Certificate, eBusiness
Illinois Institute of Technology
Bachelor of Industrial Manufacturing and Management
San Beda College
University of Santo Tomas
Bachelor of Engineering (B.E.)
WM International Engineering January 2015 - Present
Southern Cook Radiation Oncology January 2011 - Present
Transamerica Financial Advisors, Inc. June 2009 - Present
Online Solutions, Inc. April 2003 - Present
HighTower March 2013 - June 2015
Saggezza, Inc. May 2011 - July 2013
Wachovia (client) January 2006 - May 2009
Perficient, Inc. 2000 - May 2009
Wachovia Securities 2006 - March 2009
Genisys Consulting 2000 - 2004
Skills
SQL Server, Business Analysis, SQL, MS Exchange, Google Apps, Microsoft SQL Server, Microsoft Exchange, .NET, ASP.NET, Active Directory, Agile Methodologies, Business Intelligence, Business Process..., Business Process, C#, Cloud Computing, Consulting, Data Modeling, DB2, Data Warehousing, Database Design, Databases, Disaster Recovery, ETL, Enterprise Architecture, IIS, IT Management, IT Strategy, ITIL, Integration, Linux, MS Project, MySQL, Networking, Oracle, PL/SQL, Process Improvement, Program Management, Project Management, Requirements Analysis, Requirements Gathering, Router Configuration, SDLC, SOA, SaaS, Security, SharePoint, Software Development, Software Documentation, Software Project...
Education
Illinois Institute of Technology 2001 — 2002
Master Certificate, eBusiness
Illinois Institute of Technology
Bachelor of Industrial Manufacturing and Management
San Beda College
University of Santo Tomas
Bachelor of Engineering (B.E.)
Karissa Aguilar's HighTower Experience October 2014 - Present
Job Senior Business Analyst at HighTower Advisors
Industry Information Technology and Services
Experience
HighTower October 2014 - Present
William Blair and Company March 2006 - October 2014
Perficient Inc. 2004 - 2006
Wachovia Securities 2002 - 2006
Genisys Consulting Inc. 1998 - 2004
Illinois Department of Transportation 1998 - 2001
Skills
CRM, Project Management, SDLC, Business Analysis, Microsoft SQL Server, Business Intelligence, Data Warehousing, SQL, Software Development, .NET, ASP.NET, Requirements Analysis, Software Project..., SSIS, Program Management, LINQ, Systems Analysis
Education
Keller Graduate School of Management of DeVry University 1998 — 2002
Masters, Project Management specializing in Information Technology
De La Salle University 1992 — 1996
BS, Computer Science in Information Technology
HighTower October 2014 - Present
William Blair and Company March 2006 - October 2014
Perficient Inc. 2004 - 2006
Wachovia Securities 2002 - 2006
Genisys Consulting Inc. 1998 - 2004
Illinois Department of Transportation 1998 - 2001
Skills
CRM, Project Management, SDLC, Business Analysis, Microsoft SQL Server, Business Intelligence, Data Warehousing, SQL, Software Development, .NET, ASP.NET, Requirements Analysis, Software Project..., SSIS, Program Management, LINQ, Systems Analysis
Education
Keller Graduate School of Management of DeVry University 1998 — 2002
Masters, Project Management specializing in Information Technology
De La Salle University 1992 — 1996
BS, Computer Science in Information Technology
Mary Bonifield's HighTower Experience November 2000 - August 2004
Job PSG Consultant at Sage
Industry Computer Software
Experience
Sage July 2010 - Present
BCS/Prosoft August 2004 - February 2010
HighTower November 2000 - August 2004
Market USA September 1999 - November 2000
Skills
Analysis, Business Intelligence, Crystal Reports, Employee Benefits, Human Resources, Mas 90, Integration, Sage, Software Implementation, Training, Recruiting, Sales Management, Payroll, Strategic Planning, CRM, SaaS, Customer Service, New Business Development, Personnel Management, Cloud Computing, Consulting, Data Analysis, ERP, Salesforce.com, Solution Selling
Education
Loyola University Chicago 1995 — 1999
Sage July 2010 - Present
BCS/Prosoft August 2004 - February 2010
HighTower November 2000 - August 2004
Market USA September 1999 - November 2000
Skills
Analysis, Business Intelligence, Crystal Reports, Employee Benefits, Human Resources, Mas 90, Integration, Sage, Software Implementation, Training, Recruiting, Sales Management, Payroll, Strategic Planning, CRM, SaaS, Customer Service, New Business Development, Personnel Management, Cloud Computing, Consulting, Data Analysis, ERP, Salesforce.com, Solution Selling
Education
Loyola University Chicago 1995 — 1999
Wendy Fredricks's HighTower Experience March 2013 - Present
Job Project Manager Consultant at HighTower
Industry Financial Services
Experience
HighTower March 2013 - Present
Wachovia 1992 - September 2006
Wachovia Securities 1997 - 2006
Genisys Consulting, Inc. 1996 - 1997
Genisys 1996 - 1996
Skills
Business Analysis, Strategic Planning, Financial Planning, Program Management, Software Project..., MS Project, MS Office Suite
Education
Northern Illinois University - College of Business 1992 — 1996
Master of Business Administration (MBA), Management Information Systems, General
Northern Illinois University - College of Business 1992 — 1996
MBA, Emphasis on IS
HighTower March 2013 - Present
Wachovia 1992 - September 2006
Wachovia Securities 1997 - 2006
Genisys Consulting, Inc. 1996 - 1997
Genisys 1996 - 1996
Skills
Business Analysis, Strategic Planning, Financial Planning, Program Management, Software Project..., MS Project, MS Office Suite
Education
Northern Illinois University - College of Business 1992 — 1996
Master of Business Administration (MBA), Management Information Systems, General
Northern Illinois University - College of Business 1992 — 1996
MBA, Emphasis on IS
Claire Keefe (Lieberman)'s HighTower Experience February 2010 - April 2011
Job
Industry Financial Services
Experience
E*TRADE Financial September 2013 - Present
AllianceBernstein April 2011 - August 2013
HighTower February 2010 - April 2011
Morgan Stanley Smith Barney June 2008 - February 2010
Citigroup June 2007 - September 2007
Chicago Mercantile Exchange May 2000 - September 2000
Education
Middlebury College 2004 — 2008
CFA Institute
Milton Academy
New Trier High School
E*TRADE Financial September 2013 - Present
AllianceBernstein April 2011 - August 2013
HighTower February 2010 - April 2011
Morgan Stanley Smith Barney June 2008 - February 2010
Citigroup June 2007 - September 2007
Chicago Mercantile Exchange May 2000 - September 2000
Education
Middlebury College 2004 — 2008
CFA Institute
Milton Academy
New Trier High School
Diane Dillon's HighTower Experience 2003 - 2005
Job Technical Writer/Instructional User Design at Blackboard
Industry Computer Software
Experience
Blackboard January 2012 - Present
Edline April 2010 - Present
Arrowstream October 2005 - April 2010
HighTower 2003 - 2005
Townsend Analytics 1999 - 2003
IMAS, LTD 1995 - 1999
Skills
Online Help, Databases, Software Documentation, Manuals, HTML, Quality Assurance, Technical Documentation, Testing, Project Management, Documentation, Test Planning, Training, Technical Writing
Education
Illinois State University 1990 — 1993
BA, English Major with Spanish Minor
Blackboard January 2012 - Present
Edline April 2010 - Present
Arrowstream October 2005 - April 2010
HighTower 2003 - 2005
Townsend Analytics 1999 - 2003
IMAS, LTD 1995 - 1999
Skills
Online Help, Databases, Software Documentation, Manuals, HTML, Quality Assurance, Technical Documentation, Testing, Project Management, Documentation, Test Planning, Training, Technical Writing
Education
Illinois State University 1990 — 1993
BA, English Major with Spanish Minor
Tom DeGroh's HighTower Experience August 2008 - December 2012
Job Senior Project Manager at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank June 2014 - Present
Little City Foundation May 2013 - June 2014
HighTower August 2008 - December 2012
Bear Stearns September 2005 - August 2008
Design Strategy 2005 - 2008
Morgan Stanley April 2003 - June 2005
Tom deGroh Consulting 2001 - 2003
Motorola (Compaq) May 1999 - June 2001
Compaq 1999 - 2001
Global Media Solutions 1997 - 1999
Skills
Cloud Computing, IT Service Management, Start-ups, Infrastructure, Project Management, Consulting, Vendor Management, Business Analysis, Entrepreneurship, Building Relationships, Project Planning, Start-up Consulting, VoIP, Desktop Deployment, Networking, Help Desk Support, Office Buildings, Cisco VoIP, Transition Support, Microsoft Exchange, Information Technology, Building New Business, Phone System..., Salesforce.com, Network Administration, System Deployment, Technical Support, Operating Systems, Cisco Technologies, Nonprofit Technology, Process Improvement, SIP, Deployment Strategies, Hardware Deployments, Non-profit Consulting, Not for Profit, Hardware, Non-profit Technology, SaaS, Vendor Relationships
Education
College of DuPage 1995 — 1998
Naperville North 1991 — 1994
BMO Harris Bank June 2014 - Present
Little City Foundation May 2013 - June 2014
HighTower August 2008 - December 2012
Bear Stearns September 2005 - August 2008
Design Strategy 2005 - 2008
Morgan Stanley April 2003 - June 2005
Tom deGroh Consulting 2001 - 2003
Motorola (Compaq) May 1999 - June 2001
Compaq 1999 - 2001
Global Media Solutions 1997 - 1999
Skills
Cloud Computing, IT Service Management, Start-ups, Infrastructure, Project Management, Consulting, Vendor Management, Business Analysis, Entrepreneurship, Building Relationships, Project Planning, Start-up Consulting, VoIP, Desktop Deployment, Networking, Help Desk Support, Office Buildings, Cisco VoIP, Transition Support, Microsoft Exchange, Information Technology, Building New Business, Phone System..., Salesforce.com, Network Administration, System Deployment, Technical Support, Operating Systems, Cisco Technologies, Nonprofit Technology, Process Improvement, SIP, Deployment Strategies, Hardware Deployments, Non-profit Consulting, Not for Profit, Hardware, Non-profit Technology, SaaS, Vendor Relationships
Education
College of DuPage 1995 — 1998
Naperville North 1991 — 1994
Kav Latiolais's HighTower Experience 2013 - Present
Job Partner at LIFFFT
Industry Information Technology and Services
Experience
LIFFFT January 2012 - Present
Hightower 2013 - Present
Koru 2013 - Present
Startup Weekend 2010 - Present
Kav Latiolais 2009 - Present
Giant Thinkwell May 2011 - January 2012
Jigsaw Renaissance May 2009 - January 2012
Microsoft 2007 - May 2011
PMClinic 2008 - 2010
United States Department of Justice 2006 - 2007
Skills
Enterprise Architecture, Software Development, Ruby on Rails, User Experience, Agile Methodologies, JavaScript, C#, Entrepreneurship, Start-ups, Software Engineering, Ruby, Mobile Applications, Web Development, Product Management, Web Applications, jQuery, Agile Project Management, .NET, HTML 5, Git, Databases, E-commerce, Software Project..., User Interface Design, Visual Studio, Software Design, Web Services
Education
Portland State University 2002 — 2006
Honors Bachelor of Arts, Mathematics, Theater
United Bicycle Institute 2010 — 2010
Framebuilding
LIFFFT January 2012 - Present
Hightower 2013 - Present
Koru 2013 - Present
Startup Weekend 2010 - Present
Kav Latiolais 2009 - Present
Giant Thinkwell May 2011 - January 2012
Jigsaw Renaissance May 2009 - January 2012
Microsoft 2007 - May 2011
PMClinic 2008 - 2010
United States Department of Justice 2006 - 2007
Skills
Enterprise Architecture, Software Development, Ruby on Rails, User Experience, Agile Methodologies, JavaScript, C#, Entrepreneurship, Start-ups, Software Engineering, Ruby, Mobile Applications, Web Development, Product Management, Web Applications, jQuery, Agile Project Management, .NET, HTML 5, Git, Databases, E-commerce, Software Project..., User Interface Design, Visual Studio, Software Design, Web Services
Education
Portland State University 2002 — 2006
Honors Bachelor of Arts, Mathematics, Theater
United Bicycle Institute 2010 — 2010
Framebuilding
Ned Evans's HighTower Experience August 2012 - Present
Job Managing Director, Partner. HighTower Advisors
Industry Financial Services
Experience
HighTower August 2012 - Present
Merrill Lynch April 2002 - August 2012
Prudential Securities 1994 - 2002
Skills
Asset Allocation, Portfolio Management, Investments, Wealth Management, Retirement Planning, Finance, Strategic Financial..., Series 7, Investment Advisory, Alternative Investments, Asset Management, Equities, Asset Managment, Financial Planning, Portfolios
Education
Brigham Young University 1978 — 1981
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Brigham Young University 1978 — 1981
HighTower August 2012 - Present
Merrill Lynch April 2002 - August 2012
Prudential Securities 1994 - 2002
Skills
Asset Allocation, Portfolio Management, Investments, Wealth Management, Retirement Planning, Finance, Strategic Financial..., Series 7, Investment Advisory, Alternative Investments, Asset Management, Equities, Asset Managment, Financial Planning, Portfolios
Education
Brigham Young University 1978 — 1981
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Brigham Young University 1978 — 1981
Ewa Wojcik's HighTower Experience January 1999 - July 2007
Job Senior Solutions Developer at CF Industries
Industry Computer Software
Experience
CF Industries July 2007 - Present
HighTower January 1999 - July 2007
Skills
JavaScript, T-SQL, CSS, .NET, Microsoft SQL Server, Java, Visual Studio, ERP, SDLC, VB.NET, Integration, Business Analysis, C#, SAP Netweaver, ASP.NET, Visual Basic
Education
DePaul University 2000 — 2002
Master of Science, E-Commerce Technology
Keller Graduate School of Management of DeVry University 1995 — 1998
Bachelor of Science, Computer Information Systems
CF Industries July 2007 - Present
HighTower January 1999 - July 2007
Skills
JavaScript, T-SQL, CSS, .NET, Microsoft SQL Server, Java, Visual Studio, ERP, SDLC, VB.NET, Integration, Business Analysis, C#, SAP Netweaver, ASP.NET, Visual Basic
Education
DePaul University 2000 — 2002
Master of Science, E-Commerce Technology
Keller Graduate School of Management of DeVry University 1995 — 1998
Bachelor of Science, Computer Information Systems
Amit Dogra's HighTower Experience May 2015 - Present
Job National Director Relationship Management, Practice Management & Field Marketing
Industry Financial Services
Experience
HighTower May 2015 - Present
HighTower February 2014 - April 2015
Philadelphia Freedom Valley YMCA June 2009 - February 2015
The North Highland Company March 2012 - February 2014
Cipperman Compliance Services, LLC September 2011 - March 2012
Graystone Wealth Management & Private Bank February 2010 - August 2011
BNY Mellon Wealth Management January 2007 - February 2010
Brinker Capital May 2003 - January 2007
SEI Investments August 1997 - May 2003
Skills
Wealth Management, Business Strategy, New Business Development, Investment Advisory, Strategic Planning, Strategy, Sales Management, Investments, Competitive Analysis, Executive Management, Alternative Investments, Business Development, Asset Management, Leadership, Strategy Development, Practice Management, Financial Advisory, Sales Leadership, Marketing Strategy, Sales Process..., Market Penetration, Cross Selling, Product Development, Team Building, Relationship Cultivation, Product Marketing, Management Consulting, Consulting, Business Planning, Social Marketing, Social Media, Social Media Marketing, Performance Improvement, Unified Managed Accounts, Separately Managed..., Mutual Funds, Strategic Financial..., Financial Services, Relationship Management, Retirement, Wealth Management..., Management, High Net Worth..., Financial Planning
Education
Boston College 1993 — 1997
BA, Economics
HighTower May 2015 - Present
HighTower February 2014 - April 2015
Philadelphia Freedom Valley YMCA June 2009 - February 2015
The North Highland Company March 2012 - February 2014
Cipperman Compliance Services, LLC September 2011 - March 2012
Graystone Wealth Management & Private Bank February 2010 - August 2011
BNY Mellon Wealth Management January 2007 - February 2010
Brinker Capital May 2003 - January 2007
SEI Investments August 1997 - May 2003
Skills
Wealth Management, Business Strategy, New Business Development, Investment Advisory, Strategic Planning, Strategy, Sales Management, Investments, Competitive Analysis, Executive Management, Alternative Investments, Business Development, Asset Management, Leadership, Strategy Development, Practice Management, Financial Advisory, Sales Leadership, Marketing Strategy, Sales Process..., Market Penetration, Cross Selling, Product Development, Team Building, Relationship Cultivation, Product Marketing, Management Consulting, Consulting, Business Planning, Social Marketing, Social Media, Social Media Marketing, Performance Improvement, Unified Managed Accounts, Separately Managed..., Mutual Funds, Strategic Financial..., Financial Services, Relationship Management, Retirement, Wealth Management..., Management, High Net Worth..., Financial Planning
Education
Boston College 1993 — 1997
BA, Economics
Katie Martorano's HighTower Experience March 2010 - March 2011
Job NetSuite Consultant at NCR Corporation
Industry Computer Software
Experience
NCR Corporation April 2015 - Present
Konnektive CRM 2012 - Present
Keystone Business Services, NetSuite Solution Provider September 2014 - April 2015
InnoVergent January 2013 - September 2014
Self Employed September 2011 - January 2013
Keystone Business Services September 2011 - January 2013
Mac Retail Solutions, Inc March 2011 - August 2011
HighTower March 2010 - March 2011
MD Technical Resources, Inc. November 2005 - February 2010
Stonewater Control Systems 1995 - 1997
Skills
Crystal Reports, Business Analysis, NetSuite, ERP, SaaS, Software Implementation, Visual Basic, Integration, CRM, Project Management, Business Process, Cloud Computing, Process Improvement, Access, Professional Services, Business Intelligence
Education
Saint Mary's College 1989 — 1993
BBA, Accounting
NCR Corporation April 2015 - Present
Konnektive CRM 2012 - Present
Keystone Business Services, NetSuite Solution Provider September 2014 - April 2015
InnoVergent January 2013 - September 2014
Self Employed September 2011 - January 2013
Keystone Business Services September 2011 - January 2013
Mac Retail Solutions, Inc March 2011 - August 2011
HighTower March 2010 - March 2011
MD Technical Resources, Inc. November 2005 - February 2010
Stonewater Control Systems 1995 - 1997
Skills
Crystal Reports, Business Analysis, NetSuite, ERP, SaaS, Software Implementation, Visual Basic, Integration, CRM, Project Management, Business Process, Cloud Computing, Process Improvement, Access, Professional Services, Business Intelligence
Education
Saint Mary's College 1989 — 1993
BBA, Accounting
Javounn Eubanks's HighTower Experience 2014 - Present
Job Sr. Technology Associate
Industry Information Technology and Services
Experience
HighTower 2014 - Present
HighTower 2012 - 2014
Monroe College 2010 - 2011
Baruch College 2009 - 2010
Skills
Web Design, Digital Photography, Sports, Windows 7, Databases, System Administration, Visio, Microsoft Exchange, Microsoft SQL Server, Business Analysis, Microsoft Technologies, Windows, Project Management, HTML, Business Intelligence, Microsoft Office, Vendor Management, Data Analysis, Cloud Computing, SDLC
Education
Monroe College 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
Monroe College-New Rochelle 2005 — 2008
Bachelor's degree, Information Technology, 3.9
HighTower 2014 - Present
HighTower 2012 - 2014
Monroe College 2010 - 2011
Baruch College 2009 - 2010
Skills
Web Design, Digital Photography, Sports, Windows 7, Databases, System Administration, Visio, Microsoft Exchange, Microsoft SQL Server, Business Analysis, Microsoft Technologies, Windows, Project Management, HTML, Business Intelligence, Microsoft Office, Vendor Management, Data Analysis, Cloud Computing, SDLC
Education
Monroe College 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
Monroe College-New Rochelle 2005 — 2008
Bachelor's degree, Information Technology, 3.9
Avita Sukhram's HighTower Experience January 2015 - Present
Job
Industry Financial Services
Experience
HighTower January 2015 - Present
HighTower June 2011 - December 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates April 2010 - June 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates November 2008 - April 2010
Needham & Company May 2007 - June 2008
Thomson Financial August 2005 - April 2007
Thomson Financial September 2004 - August 2005
Bessemer Trust June 2002 - February 2004
Skills
Hedge Funds, Private Equity, Equities, Capital Markets, Financial Modeling, Alternative Investments, Business Strategy, Investments, Economics, Financial Analysis, Risk Management, Competitive Analysis, Trading, Business Development, Mergers & Acquisitions, Equity Research, Portfolio Management, Strategy, Securities, Asset Management, CRM, Fixed Income
Education
Rutgers University-New Brunswick 2000 — 2004
B.A.
HighTower January 2015 - Present
HighTower June 2011 - December 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates April 2010 - June 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates November 2008 - April 2010
Needham & Company May 2007 - June 2008
Thomson Financial August 2005 - April 2007
Thomson Financial September 2004 - August 2005
Bessemer Trust June 2002 - February 2004
Skills
Hedge Funds, Private Equity, Equities, Capital Markets, Financial Modeling, Alternative Investments, Business Strategy, Investments, Economics, Financial Analysis, Risk Management, Competitive Analysis, Trading, Business Development, Mergers & Acquisitions, Equity Research, Portfolio Management, Strategy, Securities, Asset Management, CRM, Fixed Income
Education
Rutgers University-New Brunswick 2000 — 2004
B.A.
kristin love's HighTower Experience 2008 - February 2015
Job Experienced Wealth Management Trading and Products Specialist
Industry Financial Services
Experience
HighTower 2008 - February 2015
Lasalle Financial Services 2004 - 2008
Wolfe and Hurst BBI 2001 - April 2005
Skills
Fixed Income, Trading, Investments, Portfolio Management, Financial Analysis, Banking, Equities, Risk Management, Finance, Capital Markets, Asset Based Lending, Bloomberg Terminal, Issue Resolution..., Operations Management, Project Planning, Software Project...
Education
Loyola University Chicago
Business/Corporate Communications
HighTower 2008 - February 2015
Lasalle Financial Services 2004 - 2008
Wolfe and Hurst BBI 2001 - April 2005
Skills
Fixed Income, Trading, Investments, Portfolio Management, Financial Analysis, Banking, Equities, Risk Management, Finance, Capital Markets, Asset Based Lending, Bloomberg Terminal, Issue Resolution..., Operations Management, Project Planning, Software Project...
Education
Loyola University Chicago
Business/Corporate Communications
Klaris Tamazian's HighTower Experience February 2010 - Present
Job Director, Corporate Events at HighTower
Industry Financial Services
Experience
HighTower February 2010 - Present
Calamos Investments April 2003 - November 2007
Duff & Phelps 2002 - 2003
Axsys Technologies 1997 - 2000
Skills
QuickBooks, Office Management, Event Planning, Outlook, Microsoft Excel, Visio, Microsoft Office, Training, Budgets, Microsoft Word, Marketing, Public Speaking, Insurance, Leadership, Management, Human Resources, Financial Services
Education
DePaul University 2006 — 2007
CFP Candidate
Illinois Institute of Technology 2004 — 2004
Bergen College 1995 — 1997
Completed courses for Associate Degree
HighTower February 2010 - Present
Calamos Investments April 2003 - November 2007
Duff & Phelps 2002 - 2003
Axsys Technologies 1997 - 2000
Skills
QuickBooks, Office Management, Event Planning, Outlook, Microsoft Excel, Visio, Microsoft Office, Training, Budgets, Microsoft Word, Marketing, Public Speaking, Insurance, Leadership, Management, Human Resources, Financial Services
Education
DePaul University 2006 — 2007
CFP Candidate
Illinois Institute of Technology 2004 — 2004
Bergen College 1995 — 1997
Completed courses for Associate Degree
Shannon Bultemeier's HighTower Experience November 2011 - Present
Job Accounting Director at HighTower
Industry Accounting
Experience
HighTower November 2011 - Present
Geneva Trading May 2010 - November 2011
Baker Tilly Virchow Krause, LLP June 2005 - May 2010
Skills
Accounting, Accounts Payable, Auditing, Financial Statements, Finance, Budgets, Tax, Management, Financial Analysis, Financial Reporting, Cash Management, Strategic Financial..., Financial Accounting, GAAP, Account Reconciliation, Process Improvement, Financial Planning
Education
Loyola University New Orleans 2001 — 2005
Bachelors, Accounting
HighTower November 2011 - Present
Geneva Trading May 2010 - November 2011
Baker Tilly Virchow Krause, LLP June 2005 - May 2010
Skills
Accounting, Accounts Payable, Auditing, Financial Statements, Finance, Budgets, Tax, Management, Financial Analysis, Financial Reporting, Cash Management, Strategic Financial..., Financial Accounting, GAAP, Account Reconciliation, Process Improvement, Financial Planning
Education
Loyola University New Orleans 2001 — 2005
Bachelors, Accounting
Jennifer Bump's HighTower Experience February 2001 - November 2002
Job Software Developer at Zayo Group
Industry Computer Software
Experience
Zayo Group November 2012 - Present
Nitrohouse January 2007 - November 2012
OFNA May 2005 - November 2012
HighTower February 2001 - November 2002
VillageEDOCS January 1997 - January 2001
Symantec May 1995 - January 1997
Hughes Aircraft November 1994 - May 1995
Hughes Aircraft April 1992 - November 1994
Logicon Inc April 1989 - March 1992
Dynamic Research Inc January 1985 - January 1988
Skills
Perl, Oracle, Object Oriented Design, SQL, User Experience, Linux, C++, Unix, Java, HTML, jQuery, Microsoft SQL Server, PHP, Web Development, Integration, TCP/IP, MySQL
Education
California State Polytechnic University-Pomona 1984 — 1989
Bachelor of Science (BS), Computer Science, 3.4
jennifer curry
Zayo Group November 2012 - Present
Nitrohouse January 2007 - November 2012
OFNA May 2005 - November 2012
HighTower February 2001 - November 2002
VillageEDOCS January 1997 - January 2001
Symantec May 1995 - January 1997
Hughes Aircraft November 1994 - May 1995
Hughes Aircraft April 1992 - November 1994
Logicon Inc April 1989 - March 1992
Dynamic Research Inc January 1985 - January 1988
Skills
Perl, Oracle, Object Oriented Design, SQL, User Experience, Linux, C++, Unix, Java, HTML, jQuery, Microsoft SQL Server, PHP, Web Development, Integration, TCP/IP, MySQL
Education
California State Polytechnic University-Pomona 1984 — 1989
Bachelor of Science (BS), Computer Science, 3.4
jennifer curry
Matthew D. Harris, CMT's HighTower Experience January 2015 - Present
Job Head of Analytics & Research at HighTower
Industry Financial Services
Experience
HighTower January 2015 - Present
HighTower January 2013 - December 2014
HighTower Advisors August 2011 - December 2012
HighTower Advisors November 2008 - August 2011
Morgan Stanley June 2006 - November 2008
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Equities, Asset Management, Investments, Fixed Income, Portfolio Management, Wealth Management, Mutual Funds, Bloomberg, Capital Markets, Investment Advisory, Technical Analysis
Education
2015 Level II Candidate in the CFA Program
San Francisco State University
BS, Finance
HighTower January 2015 - Present
HighTower January 2013 - December 2014
HighTower Advisors August 2011 - December 2012
HighTower Advisors November 2008 - August 2011
Morgan Stanley June 2006 - November 2008
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Equities, Asset Management, Investments, Fixed Income, Portfolio Management, Wealth Management, Mutual Funds, Bloomberg, Capital Markets, Investment Advisory, Technical Analysis
Education
2015 Level II Candidate in the CFA Program
San Francisco State University
BS, Finance
Gina Christophe's HighTower Experience November 1996 - December 2003
Job Critical Systems Analyst at Gonnella Frozen Products
Industry Food Production
Experience
Gonnella Frozen Products, LLC January 2014 - Present
Granat Industries Inc November 2005 - January 2014
HighTower Inc. January 2003 - November 2005
HighTower November 1996 - December 2003
Skills
Sage, MAS90, Crystal Reports, StarShip, Software Installation, Software Implementation, Software Project..., Project Implementation, Project Coordination, Administrative Support, Desktop Support, Hardware Support, Product Support, Software Repair, Accounting, Customer Service, Technical Training, Import, Microsoft Office, Excel, Word, Outlook, Quality Assurance, Problem Solving, Teaching, Microsoft Excel, Mas 90, Microsoft Word, Integration, General Ledger, ERP, Business Analysis, Sage CRM
Education
College of San Mateo 1995 — 1996
Skyline Community College, Pacifica CA 1992 — 1994
Accounting
Gonnella Frozen Products, LLC January 2014 - Present
Granat Industries Inc November 2005 - January 2014
HighTower Inc. January 2003 - November 2005
HighTower November 1996 - December 2003
Skills
Sage, MAS90, Crystal Reports, StarShip, Software Installation, Software Implementation, Software Project..., Project Implementation, Project Coordination, Administrative Support, Desktop Support, Hardware Support, Product Support, Software Repair, Accounting, Customer Service, Technical Training, Import, Microsoft Office, Excel, Word, Outlook, Quality Assurance, Problem Solving, Teaching, Microsoft Excel, Mas 90, Microsoft Word, Integration, General Ledger, ERP, Business Analysis, Sage CRM
Education
College of San Mateo 1995 — 1996
Skyline Community College, Pacifica CA 1992 — 1994
Accounting
Larry Gilbert's HighTower Experience 2009 - 2013
Job Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse 2013 - Present
HighTower 2009 - 2013
Goldman Sachs 1999 - 2009
Education
University of Chicago 1999 — 2001
MBA
Penn State University 1987 — 1991
BA, Economics
Credit Suisse 2013 - Present
HighTower 2009 - 2013
Goldman Sachs 1999 - 2009
Education
University of Chicago 1999 — 2001
MBA
Penn State University 1987 — 1991
BA, Economics
Andrew Rubinberg's HighTower Experience 1990 - 2007
Job IT Manager
Industry Information Technology and Services
Experience
Blue Ocean Global LLC 2010 - 2015
Itentive Healthcare Solutions 2008 - 2010
HighTower 1990 - 2007
Skills
Windows Server, Active Directory, Microsoft SQL Server, SQL, Servers, IT Management, VMware, Windows 7, Disaster Recovery, Microsoft Exchange, Windows XP, Visio, DNS, SharePoint, Network Administration
Education
Bradley University 1986 — 1990
Bachelors, Computer Science
Blue Ocean Global LLC 2010 - 2015
Itentive Healthcare Solutions 2008 - 2010
HighTower 1990 - 2007
Skills
Windows Server, Active Directory, Microsoft SQL Server, SQL, Servers, IT Management, VMware, Windows 7, Disaster Recovery, Microsoft Exchange, Windows XP, Visio, DNS, SharePoint, Network Administration
Education
Bradley University 1986 — 1990
Bachelors, Computer Science
Nabil Piro's HighTower Experience January 2009 - March 2012
Job Helpdesk support/Analyst at NewGen Business Solutions, Inc.
Industry Computer Software
Experience
NewGen Business Solutions, Inc. November 2013 - February 2015
Net@Work May 2012 - December 2012
HighTower January 2009 - March 2012
HighTower September 1996 - January 2009
Kleinschmidt, Inc January 1990 - January 1995
Skills
Sage, Programming, Crystal Reports, Sage CRM, MAS500, Microsoft SQL Server, Mas 90, ERP, Access, Windows Server, VBScript, Software Development, Visio, HTML, Microsoft Office, Technical Support, Software Installation, Software Implementation
Education
DeVry University 1981 — 1985
Bachelor of Applied Science (BASc), Computer Science
DeVry Institute of Technology 1981 — 1984
Bachelor of Applied Science (BASc), Computer Science
NewGen Business Solutions, Inc. November 2013 - February 2015
Net@Work May 2012 - December 2012
HighTower January 2009 - March 2012
HighTower September 1996 - January 2009
Kleinschmidt, Inc January 1990 - January 1995
Skills
Sage, Programming, Crystal Reports, Sage CRM, MAS500, Microsoft SQL Server, Mas 90, ERP, Access, Windows Server, VBScript, Software Development, Visio, HTML, Microsoft Office, Technical Support, Software Installation, Software Implementation
Education
DeVry University 1981 — 1985
Bachelor of Applied Science (BASc), Computer Science
DeVry Institute of Technology 1981 — 1984
Bachelor of Applied Science (BASc), Computer Science
Kyle Porterfield's HighTower Experience January 2013 - January 2014
Job Financial Advisor at HighTower Las Vegas
Industry Financial Services
Experience
HighTower Las Vegas January 2014 - Present
HighTower January 2013 - January 2014
BYU-I Investment Society January 2012 - December 2012
Mango Moose May 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints June 2007 - June 2009
Skills
Public Speaking, PowerPoint, Microsoft Word, Business Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Customer Service, Data Analysis, Financial Analysis, Market Research
Education
Brigham Young University - Idaho 2009 — 2012
Bachelors of Science, Financial Economics
Brigham Young University 2006 — 2007
Business Management
HighTower Las Vegas January 2014 - Present
HighTower January 2013 - January 2014
BYU-I Investment Society January 2012 - December 2012
Mango Moose May 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints June 2007 - June 2009
Skills
Public Speaking, PowerPoint, Microsoft Word, Business Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Customer Service, Data Analysis, Financial Analysis, Market Research
Education
Brigham Young University - Idaho 2009 — 2012
Bachelors of Science, Financial Economics
Brigham Young University 2006 — 2007
Business Management
Todd Bandauski's HighTower Experience December 2011 - April 2014
Job CIO
Industry Retail
Experience
Crew Carwash, Inc. May 2014 - Present
HighTower December 2011 - April 2014
MNJ Technologies Direct July 2011 - April 2014
McEnery Enterprises, LLC May 1999 - July 2011
Skills
Data Center, Network Security, Cisco Technologies, Windows, VoIP, Business Analysis, Project Management, CCNA, WAN, Disaster Recovery, VBScript, Security, Ethernet, IP, Agile Methodologies, Network Architecture
Education
Northern Illinois University 1997 — 1999
Bachelor's, Business Management
Crew Carwash, Inc. May 2014 - Present
HighTower December 2011 - April 2014
MNJ Technologies Direct July 2011 - April 2014
McEnery Enterprises, LLC May 1999 - July 2011
Skills
Data Center, Network Security, Cisco Technologies, Windows, VoIP, Business Analysis, Project Management, CCNA, WAN, Disaster Recovery, VBScript, Security, Ethernet, IP, Agile Methodologies, Network Architecture
Education
Northern Illinois University 1997 — 1999
Bachelor's, Business Management
Hugh Anderson's HighTower Experience September 2012 - Present
Job Comprehensive Wealth Manager and Advisor at HighTower Las Vegas
Industry Financial Services
Experience
HighTower September 2012 - Present
Merrill Lynch September 1980 - September 2012
Skills
Financial Planning, Investment Strategies, Strategic Financial..., Asset Management, Portfolio Management, Financial Analysis, Estate Planning, Asset Managment, Wealth Management, Financial Advisory, Financial Services, Wealth Management..., Wealth, Hedge Funds, Finance, Retirement Planning, Series 7, Equities, Investment Advisory, Certified Financial..., Series 63, Mutual Funds, Alternative Investments, Uniform Combined State..., Series 65, Securities, Fixed Income, Community Leadership, Investments, Investment Management, Retirement, FINRA, Risk Management
Education
Hofstra University 1981 — 1982
Master of Business Administration (MBA), Finance
Hofstra University 1977 — 1980
Master of Business Administration (MBA), Finance, General
HighTower September 2012 - Present
Merrill Lynch September 1980 - September 2012
Skills
Financial Planning, Investment Strategies, Strategic Financial..., Asset Management, Portfolio Management, Financial Analysis, Estate Planning, Asset Managment, Wealth Management, Financial Advisory, Financial Services, Wealth Management..., Wealth, Hedge Funds, Finance, Retirement Planning, Series 7, Equities, Investment Advisory, Certified Financial..., Series 63, Mutual Funds, Alternative Investments, Uniform Combined State..., Series 65, Securities, Fixed Income, Community Leadership, Investments, Investment Management, Retirement, FINRA, Risk Management
Education
Hofstra University 1981 — 1982
Master of Business Administration (MBA), Finance
Hofstra University 1977 — 1980
Master of Business Administration (MBA), Finance, General
Andrea Arias's HighTower Experience June 2011 - Present
Job Sr. Client Services Associate with Deggelman Parker Group/ HighTower Advisors
Industry Financial Services
Experience
HighTower June 2011 - Present
Pharmacofore, Inc May 2008 - April 2011
Wesley Sterman (CEO PharmacoFore, Inc.) May 2008 - April 2010
UBS Financial Services May 2005 - May 2008
UBS Financial Services December 2003 - May 2005
Skills
Executive Support, Microsoft Excel, P&L Management, Trusting Relationships, Business Travel, Microsoft Office, Outlook, PowerPoint, Event Planning, Office Administration, Expenses, Organization, File Management, Oral & Written..., Calendar Planning, Office Management, Customer Service, Document Management, Multi Tasking, Manage Client..., Vendor Management, Ordering Office Supplies, Product Ordering, Accounts Payable, Asset Management, Wealth Management, Portfolio Management, Market Research, Editing, Management, Administrative..., Software Documentation
Education
Brooks College
Merchandise and Marketing
HighTower June 2011 - Present
Pharmacofore, Inc May 2008 - April 2011
Wesley Sterman (CEO PharmacoFore, Inc.) May 2008 - April 2010
UBS Financial Services May 2005 - May 2008
UBS Financial Services December 2003 - May 2005
Skills
Executive Support, Microsoft Excel, P&L Management, Trusting Relationships, Business Travel, Microsoft Office, Outlook, PowerPoint, Event Planning, Office Administration, Expenses, Organization, File Management, Oral & Written..., Calendar Planning, Office Management, Customer Service, Document Management, Multi Tasking, Manage Client..., Vendor Management, Ordering Office Supplies, Product Ordering, Accounts Payable, Asset Management, Wealth Management, Portfolio Management, Market Research, Editing, Management, Administrative..., Software Documentation
Education
Brooks College
Merchandise and Marketing
Archie Van Stringfellow's HighTower Experience June 2010 - August 2012
Job Successful Corporate Computer Systems Analyst, & Dexterous New Age Entrepreneur
Industry Computer & Network Security
Experience
HighTower June 2010 - August 2012
US Navy May 1999 - December 2009
Skills
Mac OS X Server, Cloud Computing, Disaster Recovery, Start-ups, OS X
Education
Houston Community College 2013 — 2014
Projected To Transfer To Four Year University, Computer Science
HighTower June 2010 - August 2012
US Navy May 1999 - December 2009
Skills
Mac OS X Server, Cloud Computing, Disaster Recovery, Start-ups, OS X
Education
Houston Community College 2013 — 2014
Projected To Transfer To Four Year University, Computer Science
Lori Nardolillo's HighTower Experience March 2011 - Present
Job Client Service Associate at HighTower
Industry Financial Services
Experience
HighTower March 2011 - Present
Education
Johnson and Wales University
Financial Services Mangement
HighTower March 2011 - Present
Education
Johnson and Wales University
Financial Services Mangement
Charles Wurdack's HighTower Experience October 2010 - Present
Job Compliance Manager at HighTower
Industry Financial Services
Experience
HighTower October 2010 - Present
General Electric Asset Management 2006 - 2010
Skills
Compliance software for..., Sungard’s Protegent..., Lexis-Nexis – Bridger..., Black Diamond..., Seccus / USA.NET /..., Compliance 11, Quest continuing..., Smarsh social media..., Google Alerts, FINRA Licenses 7, 24, 66
Education
Baruch College, Zicklin School of Business 2002 — 2003
Masters in Finance
Rochester Institute of Technology 1977 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
HighTower October 2010 - Present
General Electric Asset Management 2006 - 2010
Skills
Compliance software for..., Sungard’s Protegent..., Lexis-Nexis – Bridger..., Black Diamond..., Seccus / USA.NET /..., Compliance 11, Quest continuing..., Smarsh social media..., Google Alerts, FINRA Licenses 7, 24, 66
Education
Baruch College, Zicklin School of Business 2002 — 2003
Masters in Finance
Rochester Institute of Technology 1977 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General