HighTower Company
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HighTower Employees
HighTower March 2014 - Present
Calamos Investments May 2011 - March 2014
Perkins+Will May 2007 - May 2011
Perkins + Will Chicago 2007 - 2008
Skills
Visual Studio, Microsoft SQL Server, VB.NET, SharePoint, T-SQL, C#, .NET, ASP.NET MVC, SQL, Architecture, WCF, XML, LINQ, ASP.NET, jQuery, JavaScript, SSIS, NHibernate, MVC, Active Directory, MVVM, XAML, Test Driven Development, Sitecore, AngularJS, KnockoutJS
Education
University of Illinois at Chicago 2002 — 2007
Bachelor of Science, Computer Science
Atlantic Trust July 2013 - Present
HighTower August 2011 - September 2012
Merrill Lynch March 2005 - July 2011
US Army June 1999 - February 2005
Skills
Series 7, Asset Managment, Financial Modeling, Asset Allocation, Investments, Hedge Funds, Risk Management, Financial Analysis, Mutual Funds, Bloomberg, Wealth Management, Alternative Investments, Investment Strategies, Portfolio Management, Investment Advisory, Asset Management, Strategic Financial..., Equity Research
Education
The Johns Hopkins University - Carey Business School 2004 — 2006
MBA, Finance, General
United States Military Academy at West Point 1995 — 1999
BS, Economics
Merrill Lynch February 2015 - Present
HighTower December 2008 - Present
Hightower 2008 - 2014
Skills
Investments, Trading, Management, Asset Allocation, Alternative Investments, Series 7, Wealth Management, Portfolio Management, Investment Advisory, Investment Strategies, Equities, Hedge Funds, Bloomberg, Mutual Funds, Asset Management, Fixed Income, Financial Modeling, Series 63, Strategic Financial..., Securities, Retirement Planning
Education
Susquehanna University 1982 — 1986
Bachelor's degree, Finance and Economics
BWW Law Group, LLC July 2014 - July 2015
Shaub, Ahmuty, Citrin & Spratt, LLP June 2014 - July 2014
Lancaster Barnstormers January 2014 - May 2014
HighTower June 2013 - August 2013
New York Supreme Court - Suffolk County June 2013 - August 2013
Reynolds Middle School January 2013 - May 2013
David Miller, MD and John Garafalo, MD, P.C. June 2012 - August 2012
Beach Tennis USA May 2012 - August 2012
Portledge School June 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Public Speaking, Leadership, Financial Analysis, Microeconomics, International Business, Event Planning, Bloomberg Terminal, Sports, PowerPoint, Social Networking, Sports Writing, Public Relations
Education
The Catholic University of America, Columbus School of Law 2015 — 2018
Juris Doctor (J.D.)
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (BA), Business, Organizations & Society
Danish Institute for Study Abroad 2012 — 2012
Study Abroad Program, International Business
HighTower January 2012 - Present
Morgan Stanley Smith Barney November 1989 - January 2012
Austin Realty 1986 - 1987
Maniktala 1984 - 1986
Skills
Retirement Plan..., Fiduciary, 401k, Defined Contribution, Pensions, Defined Benefit, Investment Advisory, Portfolio Management, Mutual Funds, Investments, Retirement, Retirement Planning, Equities, Asset Allocation, Financial Advisory, Wealth Management, Fixed Income, Series 7, Securities, Investment Strategies, Financial Planners, Finance, Series 63, Financial Services, Alternative Investments, Asset Management, Fixed Annuities, Risk Management, Investment Management, Wealth, Business Planning, Strategic Financial..., Banking, Wealth Management..., ETFs, Series 24, FINRA, Financial Planning
Education
University of Nebraska-Lincoln 1984 — 1986
Computer Science / Electrical Engineering
Southeast College - Nebraska 1982 — 1984
Associate of Applied Science, Architectural - Engineering Technology
HighTower January 2015 - Present
UBS Financial Services September 2007 - January 2015
Smith Barney August 1998 - August 2007
Skills
Portfolio Management, Risk Management, Financial Planning, Investment Strategies, Financial Analysis
Education
University of Connecticut 1994 — 1998
BA - Economics
Deloitte August 2015 - Present
Deloitte August 2014 - August 2015
Deloitte September 2013 - August 2014
Braintree June 2013 - August 2013
HighTower May 2012 - May 2013
Loyola's Michael R. Quinlan School of Business August 2011 - August 2012
Changzhou HuaLiDa Garments Group Co., ltd. June 2010 - August 2010
University of New Mexico January 2009 - May 2010
Chartwells (Higher Education Division) August 2008 - January 2009
University of New Mexico May 2008 - August 2008
Skills
Great Plains Software, Peachtree, Accounts Receivable, Accounts Payable, Dreamweaver, Data Analysis, PowerPoint, Compile and analyze..., Prepare and file annual..., Conduct research to..., Receive, record, and..., Enforce discipline and..., Counsel and provide..., Prepare or direct..., Visio, Analysis, Financial Accounting, Financial Analysis, Financial Reporting, Research, Finance, Accounting, Budgets, Invoicing, Leadership, Microsoft Excel, Microsoft Dynamics GP, Microsoft Word, Microsoft Office
Education
Loyola University of Chicago, Loyola's Michael R. Quinlan School of Business 2011 — 2012
Master, Accountancy, 3.81
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2011
Bachelor of Business Administration, Accounting, Economics, 3.97
The New York Times March 2013 - Present
HighTower December 2012 - February 2013
HighTower May 2012 - June 2012
Buck Consultants February 2008 - May 2009
Metlife May 2008 - August 2008
Segal June 2007 - August 2007
Skills
Microsoft Excel, VBA, Matlab, C, CFA Level I Exam, SOA/CAS Exams 1/P,..., SQL, Microsoft Office, Actuarial Science, Pensions, Data Analysis, Financial Modeling, Access, Statistics, SAS, Finance
Education
The Cooper Union for the Advancement of Science and Art 2004 — 2008
BS, Engineering
HighTower September 2012 - Present
Resolution Economics May 2011 - August 2012
Merrill Lynch January 2011 - March 2011
Skills
Data Analysis, Microsoft Office, Economics
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
HighTower March 2013 - Present
UBS Financial Services Inc. June 1994 - March 2013
Lehman Brothers. 1989 - 1994
Skills
Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Estate Planning, Investment Strategies, Risk Management, Investment Policy..., Exit Strategies, Selling Businesses, Wealth Preservation..., Financial Analysis, Exit Planning, Multi-Generational..., Strategic Financial...
Education
State University of New York at Albany
Bachelor of Science (B.S.), Management Information Systems and Services
The University of Chicago Booth School of Business
University of Pennsylvania - The Wharton School
Moelis & Company June 2015 - August 2015
Rubenstein Partners February 2015 - May 2015
AbbVie May 2014 - August 2014
HighTower May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Photoshop, Financial Modeling
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (BS), Economics
Adlai E. Stevenson High School 2008 — 2012
HighTower 2015 - Present
Huron Consulting Group July 2012 - December 2014
Blue Stone International July 2012 - April 2013
Fortner, Bayens, Levkulich & Garrison, P.C. 2009 - June 2012
Virchow Krause 2006 - 2008
U.S. Equities Realty 2003 - 2005
Skills
Auditing, Accounting, Financial Reporting, GAAP, Sarbanes-Oxley Act, Internal Audit, Risk Management, Hyperion Planning, Essbase, Hyperion Reports, Hyperion HFM, Hyperion EPM, Oracle DRM
Education
University of Illinois at Chicago 2000 — 2005
B.S., Accounting and Finance
HighTower June 2012 - Present
UBS Financial Services, Inc February 2007 - June 2012
Morgan Stanley Smith Barney July 1993 - February 2007
Skills
Wealth Management, Investments, Portfolio Management, Asset Allocation, Securities, Venture Capital, Alternative Investments, Wealth Management..., Series 7, Investment Management, Investment Advisory, Retirement Planning
Education
University of California, San Diego 1989 — 1993
Quantitative Economics and Decision Sciences
Morgan Stanley Private Wealth Management May 2011 - Present
HighTower March 2010 - May 2011
Morgan Stanley Smith Barney November 2005 - March 2010
Nordstrom September 1977 - March 1992
Education
University of Puget Sound 1975 — 1978
Bachelor of Arts, Business Administration
HighTower March 2010 - Present
Regions Financial Corporation January 2006 - October 2009
LaBranche & Co. January 2000 - October 2004
Skills
Finance, Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, Financial Planning, Microsoft Word, Sales, 529 Plans, Social Media Marketing, Performance Reporting, Marketo, Salesforce.com, FactSet, High Net Worth..., Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Capital Markets, Fixed Income, Options, Trading
Education
University of Central Florida 1994 — 1998
Bachelor's degree
HighTower March 2015 - Present
JPMorgan Chase July 2014 - March 2015
J.P. Morgan July 2012 - July 2014
J.P. Morgan March 2011 - July 2012
J.P. Morgan March 2009 - February 2011
Ameriprise Financial 2006 - 2009
University of Delaware 2005 - 2006
Aloysius, Butler, and Clark 2005 - 2005
Skills
Investments, Series 7, Account Management, Equities, Financial Analysis, Insurance, Marketing, Mutual Funds, Portfolio Management, New Business Development, Relationship Management, Risk Management, Strategic Financial..., Strategic Planning, Banking, Private Banking, CRM, Finance, Financial Planning, Financial Services, Integrated Marketing, Public Relations
Education
FINRA
Series 7, Series 63
University of Delaware
B.A., Majors in Communication and Criminal Justice
HighTower January 2014 - Present
Northwestern Mutual February 2011 - January 2014
Deustche Bank March 2010 - September 2011
UBS April 2006 - August 2010
HSBC May 2000 - September 2006
Education
University of Phoenix
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
California Desert Association of REALTORS® January 2014 - August 2015
HighTower June 2011 - November 2012
Morgan Stanley August 2008 - June 2011
Maggio Marketing & Media 2007 - 2008
Kaminsky Productions 2004 - 2007
Skills
Alternative Investments, Investment Advisory, Strategic Financial..., Retirement Planning, Wealth Management, Investments, Asset Allocation, Estate Planning, Asset Managment, Investment Strategies, Risk Management, Wealth Management..., Marketing Communications, Graphic Design, Social Media Marketing, Marketing, Series 7, Marketing Strategy, Asset Management, Management, Public Speaking, Mutual Funds, Social Media, Financial Planning, Advertising, Strategic Planning, Brand Awareness
Education
Scottsdale Culinary Institute 1995 — 1996
Associates, Restaurant Management & Culinary Arts
University of Southern California 1986 — 1991
BA, Public Administration
RedSky Technologies August 2015 - Present
HighTower December 2013 - July 2015
Northwestern Mutual January 2013 - November 2013
Minnesota Vikings May 2012 - January 2013
University of North Dakota January 2009 - May 2012
Iowa Cubs May 2011 - August 2011
American Eagle May 2010 - August 2011
University of North Dakota September 2008 - May 2011
University of North Dakota May 2010 - August 2010
Skills
Microsoft Office, Scoutware Experience, POS Experience, Technical Writing, Social Networking, Retail, Customer Service, Ticket Sales, Small Group Management, Sports Marketing, Sales Process, Archtics Ticketing..., Training, Sales, Sports, Microsoft Excel
Education
The University of North Dakota 2008 — 2012
Bachelor of Business and Public Administration, Marketing
HighTower June 2015 - Present
HighTower May 2013 - May 2015
Olson's Ace Hardware March 2009 - May 2013
Skills
Microsoft Excel, Leadership, Microsoft Office, Customer Service, Data Analysis, Analysis, Windows, Public Speaking, Merchandising, Project Management, Databases, Merchant Accounts, Up-selling, Access, Department Budgeting, Planning Budgeting &..., Financial Analysis, Financial Software, Microsoft Word, Finance
Education
University of Illinois at Urbana-Champaign 2011 — 2015
BS in Finance, Minor of Informatics
West Leyden Highschool 2007 — 2011
General Diploma
HighTower
Skills
Asset Management, Investments, Retirement Planning, Series 7, Wealth Management
Education
University of San Diego 2011 — 2014
Bachelor's degree, Political Science and Government
HighTower January 2012 - Present
HighTower January 2011 - December 2011
HighTower November 2008 - December 2010
Morgan Stanley May 2001 - November 2008
Skills
Alternative Investments, Investment Advisory..., Restricted Stock, Series 7, Wealth Management, Investment Advisory, Asset Allocation, Hedge Funds, Investments, Wealth Management..., Asset Managment
Education
State University of New York College at Buffalo 1998 — 2003
BS/MBA, Financial Analysis, Corporate Finance
Collins Cooper Carusi Architects October 2014 - Present
HighTower June 2013 - December 2014
Noelle, LLC October 2013 - October 2014
Lady Pilot Letterpress June 2013 - August 2013
Fibber's Public House April 2013 - May 2013
Cape Fear Volleyball Club January 2013 - May 2013
Skills
Graphic Design, Layout, Posters, Graphic Arts, Adobe Creative Suite, InDesign, Photoshop, Teamwork, Illustrator, Logo Design, Promotions, Product Marketing, Sales Promotion, Dreamweaver, Eblasts, Website Promotion, Web Marketing, Signage, Studio Photography, Studio Lighting, Printmaking, Social Media, Negotiation, Public Speaking, Microsoft Office, Customer Service, Graphics, Catalogs, Fashion, Branding, Corporate Branding, Advertising, Marketing, Editing, Photography, Email Marketing, Facebook
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies, Minor in Studio Art
xkzero February 2015 - Present
Net@Work April 2012 - November 2014
Hightower March 1999 - March 2012
Skills
Sage, ERP, Customer Relations, Microsoft Office, Excel, Mas 90, Customer Service, Solution Selling, Account Management, Pre-sales, Problem Solving, Sales Process, Sage CRM, Product Demonstration, Selling, CRM, Cloud Computing, Crystal Reports, Email Marketing, Enterprise Software, Integration, Microsoft Excel, Networking, SaaS, Sales, Software Implementation, Consulting, E-commerce, Management, Professional Services, Software Industry, Business Intelligence
Education
Triton-College 1991 — 1995
Associates, Computer Science
Triton-College
Associate's in Computer Science, Computer Science
HighTower July 2014 - Present
Triad Wealth Stewardship January 2013 - July 2014
BAC Capital Advisors, LLC August 2001 - January 2013
Pacific Portfolio January 2001 - August 2001
Skills
Retirement Plan..., Wealth Management and..., Estate and Tax Planning, Entrepreneurship, Leadership, Retirement Planning, Investment Strategies, Retirement, Investment Management, Portfolio Management, Asset Management
Education
University of Arizona 1988 — 1990
Master of Business Administration (MBA), Finance and Entrepreneurship
University of Puget Sound 1982 — 1986
Bachelor of Arts (BA), Business Administration, concentration in accounting, minors in economics and mathematics
Deloitte August 2015 - Present
Deloitte June 2014 - August 2014
HighTower August 2013 - December 2013
Toys R Us June 2013 - August 2013
Norma Kamali Inc. June 2012 - August 2012
Skills
Microsoft Office, Adobe Creative Suite, French
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, Senior
HighTower May 2012 - Present
HighTower Advisors May 2011 - August 2011
Skills
Finance, Alternative Investments, Financial Modeling, Series 7, Investments, Financial Analysis, Bloomberg, Equities, Hedge Funds, Portfolio Management, Asset Allocation, Asset Management, Wealth Management, Mutual Funds, Strategic Financial..., Fixed Income, Securities, Valuation, Capital Markets, Corporate Finance
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (B.S.), Finance
Walter Payton College Prep 2004 — 2008
Tuesday Morning June 2015 - August 2015
HighTower May 2015 - August 2015
National Junior Basketball League November 2011 - February 2014
Skills
Leadership, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Organization Skills, Public Speaking, Event Planning, Social Media, Time Management, Finance
Education
University of Richmond - Robins School of Business 2014 — 2018
Accounting and Finance
Pacific Ridge School 2010 — 2014
HighTower February 2014 - December 2014
Education
University of Illinois at Urbana-Champaign 1991 — 1996
J.P. Morgan March 2015 - Present
HighTower May 2013 - February 2015
Morgan Stanley Smith Barney October 2000 - April 2013
UBS June 1990 - October 2000
Skills
Investments, Wealth Management, Portfolio Management, Alternative Investments, Management, Asset Allocation, Asset Management, Series 7, Mutual Funds, Equities
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
MBA-Ross School of Business
University of Richmond - Robins School of Business 1985 — 1989
B.S., Finance/Marketing, cum laude
William Allen High School 1982 — 1985
Invesco PowerShares September 2015 - Present
Invesco PowerShares February 2015 - August 2015
HighTower March 2013 - February 2015
HighTower September 2011 - March 2013
HighTower April 2009 - August 2011
HighTower July 2008 - April 2009
Claymore Securities March 2007 - April 2008
AXA Advisors February 2006 - March 2007
Skills
Portfolio Management, Investments, CRM, Series 7, Project Management, Salesforce.com, Finance, Uniform Combined State..., Asset Allocation, Trading, Financial Advisory, Investment Advisory, Wealth Management, Alternative Investments, Series 66, Information Technology, Asset Managment, Microsoft CRM, Mutual Funds, Securities, Asset Management, Salesforce.com..., Salesforce.com..., Salesforce Training, CRM Integration, ACT CRM, Risk Management, ETFs, Financial Services, Marketing Automation, Email Marketing, HTML emails, Digital Marketing, Marketo, Data Integration
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BA, Economics, Entrepreneurship
St. Francis High School 1997 — 2001
HighTower April 2014 - Present
Wells Fargo Advisors,LLC February 1998 - April 2014
Skills
Insurance, Wealth Management, Retirement, Asset Allocation, Series 7, Securities, Investments, Mutual Funds, Retirement Planning, Finance, Financial Analysis, Series 6, Banking, Portfolio Management, 401k, Management, Wealth, Selling, Financial Markets, Small Business Lending, Asset Management, Pensions, Strategic Financial..., Series 63, Commercial Banking, Financial Planning, Loans, Alternative Investments, Estate Planning, Commercial Lending, Investment Advisory, Credit, Small Business, Sales, Mortgage Lending
Education
Towson University 1990 — 1995
Bachelor's Degree, English
HighTower January 2015 - Present
UBS Financial Services August 2007 - January 2015
Smith Barney August 2005 - August 2007
Education
University of Michigan 2001 — 2005
BA, Economics
Commack High School
HighTower November 2008 - Present
Morgan Stanley March 2003 - November 2008
Simms Capital Management June 2002 - June 2003
Morgan Stanley Dean Witter August 1998 - June 2002
Skills
Series 7, Wealth Management, Mutual Funds, Asset Managment, Asset Allocation, Securities, Series 63, Retirement Planning, Asset Management, Investment Advisory, Management, Investments, Equities, Portfolio Management
Education
University of San Diego 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Judge Memorial Catholic High School 1990 — 1994
Paul Hastings May 2013 - Present
McDermott Will & Emery 2009 - May 2013
HighTower 2009 - 2009
Skills
Private Equity, Venture Capital, Mergers, Corporate Law, Mergers & Acquisitions
Education
University of Illinois College of Law 2006 — 2009
J.D., magna cum laude
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Accountancy
HighTower May 2011 - Present
Jones Lang LaSalle - Bank of America Account April 2008 - November 2009
ABN AMRO North America/LaSalle Bank November 2002 - March 2008
Real Estate Opportunity Corporation February 2000 - May 2002
First Union Securities/EVEREN Securities, Inc. November 1992 - December 1999
David S. Sher & Company, Inc. July 1990 - November 1992
Equitec Properties Company July 1989 - July 1990
Aspen Square Management June 1988 - July 1989
Skills
Asset Managment, Portfolio Management, Due Diligence, Real Estate, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
B.S., Business Adminstration
The Northern Trust Company April 2013 - June 2015
THYRA Global Technology Fund November 2012 - April 2013
HighTower May 2011 - November 2012
Morgan Stanley Smith Barney June 2010 - August 2010
New York Times T Magazine June 2009 - August 2009
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science, Economics
Southern Methodist University August 2011 - Present
PwC 2014 - 2014
HighTower June 2013 - August 2013
The Washington Redskins May 2012 - August 2013
The Newseum June 2010 - August 2010
US Congress June 2009 - August 2009
Skills
Marketing, Social Media Marketing, Event Planning, Social Networking, Social Media, Finance, People Skills, PowerPoint, Golf, Sports, Leadership, Facebook
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Undergraduate, Business
University of New England August 2013 - Present
Portland Police Department January 2015 - May 2015
HighTower June 2014 - August 2014
QVine Corporation May 2013 - August 2013
Education
University of New England 2012 — 2016
Psychology