Howe Barnes Hoefer & Arnett
Industry: Company
DescriptionFounded: 1915 Parent organization: Raymond James Subsidiaries: HBI Investment Funds LLC, Hoefer & Arnett Capital Management, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportHowe Barnes Hoefer & ArnetteDirections Saved (0) Saved Save Banking and finance in Chicago, Illinois Address: 222 S Riverside Plaza # 7, Chicago, IL 60606 Phone: (312) 655-3000: Category: : : Place name: : : Website: : Hours: Category: Banking and Finance Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Howe Barnes Hoefer & Arnette Posting publicly on the Web Write a review Reviews Be the first to review
Howe Barnes Hoefer & Arnett List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Howe Barnes Hoefer & Arnett. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Howe Barnes Hoefer & Arnett Employees
Employee
Years
Job
Industry
Don Kent Don Kent's Howe Barnes Hoefer & Arnett Experience 1994 - 1996
Job Owner, Tall Corn Alpacas, LLC
Industry Ranching
Experience
Tall Corn Alpacas, LLC April 2007 - Present
Sandler O'Neill 2001 - 2007
Chicago Capital Corporation 1996 - 1997
Howe Barnes Hoefer & Arnett 1994 - 1996
The Chicago Corporation 1989 - 1994
L. H. Listrom & Co. 1986 - 1988
Edward Jones 1983 - 1986
Skills
Equities, Trading, Capital Markets, Hedge Funds, Equity Sales, Institutional Sales, Financial Services, Equity Trading, Securities, Portfolio Management, Small Business, Investments, Alternative Investments, Valuation, Corporate Finance, Series 63, Asset Allocation, Trading Systems, Equity Research, Animal Husbandry, Investment Banking, Series 7, Mutual Funds, Structured Finance, Venture Capital, Financial Analysis, Customer Service, Analysis, Options, Private Equity, Asset Management, Due Diligence, Mergers & Acquisitions, Derivatives, Investment Strategies, Fixed Income, Wealth Management, Investor Relations, Business Planning, Strategic Financial..., Financial Markets, Financial Modeling, Financial Structuring
Education
University of Missouri-Columbia, College of Business 1979 — 1982
BSBA, Finance
Tall Corn Alpacas, LLC April 2007 - Present
Sandler O'Neill 2001 - 2007
Chicago Capital Corporation 1996 - 1997
Howe Barnes Hoefer & Arnett 1994 - 1996
The Chicago Corporation 1989 - 1994
L. H. Listrom & Co. 1986 - 1988
Edward Jones 1983 - 1986
Skills
Equities, Trading, Capital Markets, Hedge Funds, Equity Sales, Institutional Sales, Financial Services, Equity Trading, Securities, Portfolio Management, Small Business, Investments, Alternative Investments, Valuation, Corporate Finance, Series 63, Asset Allocation, Trading Systems, Equity Research, Animal Husbandry, Investment Banking, Series 7, Mutual Funds, Structured Finance, Venture Capital, Financial Analysis, Customer Service, Analysis, Options, Private Equity, Asset Management, Due Diligence, Mergers & Acquisitions, Derivatives, Investment Strategies, Fixed Income, Wealth Management, Investor Relations, Business Planning, Strategic Financial..., Financial Markets, Financial Modeling, Financial Structuring
Education
University of Missouri-Columbia, College of Business 1979 — 1982
BSBA, Finance
Henry Stockman Henry Stockman's Howe Barnes Hoefer & Arnett Experience February 2008 - February 2010
Job Risk Management Executive
Industry Financial Services
Experience
NPA Vision, Inc. November 2010 - Present
Howe Barnes Hoefer & Arnett February 2008 - February 2010
Bear Stearns & Co. April 2001 - April 2006
Hambrecht & Quist August 1987 - August 2001
Oppenheimer and Company, Inc. August 1985 - August 1987
Security Pacific Corporation September 1979 - September 1985
Skills
Mergers, Financial Analysis, Equities, Investment Banking, Risk Management, Fixed Income, Banking, Capital Markets, Corporate Finance, Equity Research, Investments, Private Equity, Valuation, Asset Managment, Financial Institutions, Business Strategy, Retirement Planning, Strategic Planning, Portfolio Management, Asset Management, Mergers & Acquisitions, Hedge Funds
Education
Wharton School, University of Pennsylvania 1977 — 1979
Master of Business Administration (M.B.A.), Accounting and Finance
Stanford University 1971 — 1975
Bachelor of Arts (B.A.), English Language and Literature/Letters
NPA Vision, Inc. November 2010 - Present
Howe Barnes Hoefer & Arnett February 2008 - February 2010
Bear Stearns & Co. April 2001 - April 2006
Hambrecht & Quist August 1987 - August 2001
Oppenheimer and Company, Inc. August 1985 - August 1987
Security Pacific Corporation September 1979 - September 1985
Skills
Mergers, Financial Analysis, Equities, Investment Banking, Risk Management, Fixed Income, Banking, Capital Markets, Corporate Finance, Equity Research, Investments, Private Equity, Valuation, Asset Managment, Financial Institutions, Business Strategy, Retirement Planning, Strategic Planning, Portfolio Management, Asset Management, Mergers & Acquisitions, Hedge Funds
Education
Wharton School, University of Pennsylvania 1977 — 1979
Master of Business Administration (M.B.A.), Accounting and Finance
Stanford University 1971 — 1975
Bachelor of Arts (B.A.), English Language and Literature/Letters
Cherie Stokes, MBA Cherie Stokes, MBA's Howe Barnes Hoefer & Arnett Experience April 2002 - October 2006
Job Restricted Stock Senior Specialist
Industry Financial Services
Experience
Charles Schwab October 2006 - Present
Howe Barnes Hoefer & Arnett April 2002 - October 2006
Zurich Scudder Investments April 2000 - April 2002
TIAA-CREF June 1994 - April 2000
Skills
Series 7 – General..., Series 63 – Uniform..., Financial Services, Series 7, Management, Training, Series 63, Employee Relations, Human Resources, Strategic Planning, Customer Service, Team Building, Leadership
Education
Golden Gate University 2009 — 2012
Master of Business Administration (MBA), Human Resources
Holy Names University 2004 — 2006
Bachelor's Degree, Business Administration, Management and Operations
Charles Schwab October 2006 - Present
Howe Barnes Hoefer & Arnett April 2002 - October 2006
Zurich Scudder Investments April 2000 - April 2002
TIAA-CREF June 1994 - April 2000
Skills
Series 7 – General..., Series 63 – Uniform..., Financial Services, Series 7, Management, Training, Series 63, Employee Relations, Human Resources, Strategic Planning, Customer Service, Team Building, Leadership
Education
Golden Gate University 2009 — 2012
Master of Business Administration (MBA), Human Resources
Holy Names University 2004 — 2006
Bachelor's Degree, Business Administration, Management and Operations
Neenah Godfrey Neenah Godfrey's Howe Barnes Hoefer & Arnett Experience April 2004 - April 2008
Job Senior Registered Client Service Associate at True North Retirement Partners of Raymond James
Industry Financial Services
Experience
True North Retirement Partners of Raymond James April 2008 - Present
Howe Barnes Hoefer & Arnett April 2004 - April 2008
Skills
Series 7
Education
Elgin Community College
Associate's Degree
True North Retirement Partners of Raymond James April 2008 - Present
Howe Barnes Hoefer & Arnett April 2004 - April 2008
Skills
Series 7
Education
Elgin Community College
Associate's Degree
David Giesen David Giesen's Howe Barnes Hoefer & Arnett Experience July 1997 - December 1998
Job Managing Director at Navigant Capital Advisors
Industry Investment Banking
Experience
Navigant Capital Advisors April 2005 - Present
BearingPoint March 2003 - April 2005
Amtrak March 1999 - October 2002
Howe Barnes Hoefer & Arnett July 1997 - December 1998
Robert W. Baird & Co. March 1994 - February 1997
Kemper Securities, Inc. February 1992 - April 1994
Capital Resources Group, Inc. July 1989 - February 1992
Newspapers and Trade Journals June 1978 - July 1989
Skills
Valuation, Financial Advisory, Financial Forecasting, Mergers, Corporate Finance
Education
Quinlan School of Business, Loyola University Chicago 1984 — 1987
MBA, Finance
Marquette University 1974 — 1978
BA, Journalism
Navigant Capital Advisors April 2005 - Present
BearingPoint March 2003 - April 2005
Amtrak March 1999 - October 2002
Howe Barnes Hoefer & Arnett July 1997 - December 1998
Robert W. Baird & Co. March 1994 - February 1997
Kemper Securities, Inc. February 1992 - April 1994
Capital Resources Group, Inc. July 1989 - February 1992
Newspapers and Trade Journals June 1978 - July 1989
Skills
Valuation, Financial Advisory, Financial Forecasting, Mergers, Corporate Finance
Education
Quinlan School of Business, Loyola University Chicago 1984 — 1987
MBA, Finance
Marquette University 1974 — 1978
BA, Journalism
Brad Vander Ploeg Brad Vander Ploeg's Howe Barnes Hoefer & Arnett Experience April 2010 - April 2011
Job Director of U.S. Stress Testing Framework at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank November 2014 - Present
Federal Reserve Bank of Chicago August 2011 - October 2014
Howe Barnes Hoefer & Arnett April 2010 - April 2011
Raymond James Financial Inc. April 2002 - April 2009
Skills
Equity Research, Capital Markets, Financial Modeling, Financial Analysis, Valuation, Banking, Portfolio Management, Risk Management, Asset Management, Financial Risk, Corporate Finance, Investments, Hedge Funds, Financial Services, Economics, Strategic Planning, Data Analysis, Investment Banking, Equities
Education
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science (B.S.), Economics
BMO Harris Bank November 2014 - Present
Federal Reserve Bank of Chicago August 2011 - October 2014
Howe Barnes Hoefer & Arnett April 2010 - April 2011
Raymond James Financial Inc. April 2002 - April 2009
Skills
Equity Research, Capital Markets, Financial Modeling, Financial Analysis, Valuation, Banking, Portfolio Management, Risk Management, Asset Management, Financial Risk, Corporate Finance, Investments, Hedge Funds, Financial Services, Economics, Strategic Planning, Data Analysis, Investment Banking, Equities
Education
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science (B.S.), Economics
John Katsikas John Katsikas's Howe Barnes Hoefer & Arnett Experience May 2010 - August 2010
Job Sales Manager at United Airlines
Industry Airlines/Aviation
Experience
United Airlines August 2015 - Present
United Airlines September 2013 - August 2015
United Airlines January 2013 - September 2013
United Airlines October 2011 - January 2013
Club Colors August 2011 - October 2011
Howe Barnes Hoefer & Arnett May 2010 - August 2010
Skills
Analysis, Customer Service, Forecasting, Microsoft Excel, Airlines, Airports, Microsoft Office, Strategic Planning, Aviation, Team Leadership, Access, PowerPoint, Microsoft Word, Sales, Negotiation, Strategy, Analytics, Sales Management, Corporate Finance, Process Improvement, Pricing, Accounting, Financial Analysis, Leadership, Valuation
Education
Western Illinois University 2009 — 2011
BB - May 2011, Finance
Moraine Valley Community College 2007 — 2009
Business-Finance
United Airlines August 2015 - Present
United Airlines September 2013 - August 2015
United Airlines January 2013 - September 2013
United Airlines October 2011 - January 2013
Club Colors August 2011 - October 2011
Howe Barnes Hoefer & Arnett May 2010 - August 2010
Skills
Analysis, Customer Service, Forecasting, Microsoft Excel, Airlines, Airports, Microsoft Office, Strategic Planning, Aviation, Team Leadership, Access, PowerPoint, Microsoft Word, Sales, Negotiation, Strategy, Analytics, Sales Management, Corporate Finance, Process Improvement, Pricing, Accounting, Financial Analysis, Leadership, Valuation
Education
Western Illinois University 2009 — 2011
BB - May 2011, Finance
Moraine Valley Community College 2007 — 2009
Business-Finance
John Thomas Cavender John Thomas Cavender's Howe Barnes Hoefer & Arnett Experience August 2006 - April 2011
Job Senior Vice President at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2011 - Present
Howe Barnes Hoefer & Arnett August 2006 - April 2011
Hoefer & Arnett, Inc. October 2000 - August 2006
Equifax Inc. July 1988 - May 1999
Skills
Financial Analysis, Banking, Portfolio Management, Capital Markets, Investment Banking, Asset Management, Mergers & Acquisitions
Education
UC Berkeley 1992 — 1995
Master of Business Administration (M.B.A.)
UC Santa Cruz 1983 — 1987
Bachelor's degrees, Economics and Literature (double major)
Raymond James Financial Inc. April 2011 - Present
Howe Barnes Hoefer & Arnett August 2006 - April 2011
Hoefer & Arnett, Inc. October 2000 - August 2006
Equifax Inc. July 1988 - May 1999
Skills
Financial Analysis, Banking, Portfolio Management, Capital Markets, Investment Banking, Asset Management, Mergers & Acquisitions
Education
UC Berkeley 1992 — 1995
Master of Business Administration (M.B.A.)
UC Santa Cruz 1983 — 1987
Bachelor's degrees, Economics and Literature (double major)
Rachel (Horath) Bierly Rachel (Horath) Bierly's Howe Barnes Hoefer & Arnett Experience November 1999 - July 2004
Job Experienced Retail Manager
Industry Retail
Experience
Beauty Brands February 2013 - Present
Archiver's April 2008 - February 2013
Archiver's April 2008 - May 2010
AIU Online March 2007 - May 2007
Kohl's Department Stores November 2005 - March 2007
Prudential Investments July 2004 - March 2005
Howe Barnes Hoefer & Arnett November 1999 - July 2004
Education
Concordia University Chicago 1995 — 1999
BA, Psychology
Beauty Brands February 2013 - Present
Archiver's April 2008 - February 2013
Archiver's April 2008 - May 2010
AIU Online March 2007 - May 2007
Kohl's Department Stores November 2005 - March 2007
Prudential Investments July 2004 - March 2005
Howe Barnes Hoefer & Arnett November 1999 - July 2004
Education
Concordia University Chicago 1995 — 1999
BA, Psychology
Sofia Anastopoulos, CFA Sofia Anastopoulos, CFA's Howe Barnes Hoefer & Arnett Experience June 1999 - June 2003
Job Principal at Public Funds Consulting, LLC
Industry Financial Services
Experience
Public Funds Consulting, LLC March 2013 - Present
Chandler Asset Management May 2010 - November 2012
GFOA January 2005 - May 2010
Howe Barnes Hoefer & Arnett June 1999 - June 2003
EVEREN Securities 1997 - 1999
Societe Generale September 1991 - February 1993
Skills
Investments, Portfolio Management, Financial Analysis, Fixed Income, Finance, Securities, Analysis, Corporate Finance, Financial Services, Cash Management, Treasury Management, Equities, Investment Management, Banking, Asset Management, Strategy, Mergers & Acquisitions, Forecasting, Bonds, Investor Relations, Bloomberg, Funding, Investment Advisory, Structured Finance, Strategic Financial..., Entrepreneurship, Investment Strategies, Due Diligence, Private Equity, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Marketing
Northwestern University
BA
Public Funds Consulting, LLC March 2013 - Present
Chandler Asset Management May 2010 - November 2012
GFOA January 2005 - May 2010
Howe Barnes Hoefer & Arnett June 1999 - June 2003
EVEREN Securities 1997 - 1999
Societe Generale September 1991 - February 1993
Skills
Investments, Portfolio Management, Financial Analysis, Fixed Income, Finance, Securities, Analysis, Corporate Finance, Financial Services, Cash Management, Treasury Management, Equities, Investment Management, Banking, Asset Management, Strategy, Mergers & Acquisitions, Forecasting, Bonds, Investor Relations, Bloomberg, Funding, Investment Advisory, Structured Finance, Strategic Financial..., Entrepreneurship, Investment Strategies, Due Diligence, Private Equity, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Marketing
Northwestern University
BA
David Medsker's Howe Barnes Hoefer & Arnett Experience April 2001 - June 2004
Job Assistant Digital Editor at McGrawHill Education
Industry Publishing
Experience
McGraw-Hill Education September 2012 - Present
Starcom MediaVest Group December 2009 - Present
Popdose.com January 2008 - Present
Bullz-Eye.com September 2001 - Present
Townsquare Media March 2012 - March 2012
Tactic May 2011 - July 2011
PopMatters.com February 2002 - August 2005
Chicago RedEye November 2002 - March 2005
Meradia Group June 2004 - February 2005
Howe Barnes Hoefer & Arnett April 2001 - June 2004
Skills
HTML, Microsoft Office, Copy Editing, Wordpress, Audio Editing, Editing, Plumtree, SIS, Writing, Blogging, Content Management, Music, Photoscape, Movie Reviews, Sports Writing, Community Management, Data Analysis, Axys, SEO, Social Media, Social Networking
Education
Lancaster High School 1983 — 1986
General Studies
Ohio University
Bachelor of Science, Communications; audio production
McGraw-Hill Education September 2012 - Present
Starcom MediaVest Group December 2009 - Present
Popdose.com January 2008 - Present
Bullz-Eye.com September 2001 - Present
Townsquare Media March 2012 - March 2012
Tactic May 2011 - July 2011
PopMatters.com February 2002 - August 2005
Chicago RedEye November 2002 - March 2005
Meradia Group June 2004 - February 2005
Howe Barnes Hoefer & Arnett April 2001 - June 2004
Skills
HTML, Microsoft Office, Copy Editing, Wordpress, Audio Editing, Editing, Plumtree, SIS, Writing, Blogging, Content Management, Music, Photoscape, Movie Reviews, Sports Writing, Community Management, Data Analysis, Axys, SEO, Social Media, Social Networking
Education
Lancaster High School 1983 — 1986
General Studies
Ohio University
Bachelor of Science, Communications; audio production
Stephan Choulos, JD, CFP®'s Howe Barnes Hoefer & Arnett Experience December 2008 - June 2011
Job Wealth Manager/ Financial Advisor at LPL Financial
Industry Investment Management
Experience
LPL Financial January 2014 - Present
Raymond James June 2011 - January 2014
Howe Barnes Hoefer & Arnett December 2008 - June 2011
Merrill Lynch 1999 - 2008
Skills
Series 7, Investments, Wealth Management, Asset Managment, Portfolio Management, Mutual Funds, Fixed Income, Investment Advisory
Education
Santa Clara University
Juris Doctorate, Law
University of California, Berkeley
Bachelor of Arts (BA), Political Science
LPL Financial January 2014 - Present
Raymond James June 2011 - January 2014
Howe Barnes Hoefer & Arnett December 2008 - June 2011
Merrill Lynch 1999 - 2008
Skills
Series 7, Investments, Wealth Management, Asset Managment, Portfolio Management, Mutual Funds, Fixed Income, Investment Advisory
Education
Santa Clara University
Juris Doctorate, Law
University of California, Berkeley
Bachelor of Arts (BA), Political Science
Michael C. Wing Michael C. Wing's Howe Barnes Hoefer & Arnett Experience September 2005 - June 2011
Job Wunderlich Securities Inc./Chicago Branch
Industry Financial Services
Experience
Wunderlich Securities January 2012 - Present
Raymond James Financial Inc. April 2011 - January 2012
Howe Barnes Hoefer & Arnett September 2005 - June 2011
Morgan Stanley DW Inc April 1999 - September 2005
Skills
Financial Planning, Retirement Planning, Retirement Income..., Private Wealth..., Investments, Asset Allocation, Portfolio Management, Financial Advice, Mutual Funds, Separately Managed..., Equities, Equity Research, Fixed Income Products, Options, College Savings Plans, Whole Life, Term Life Insurance, Long Term Care, IRA Rollovers, IRA's, Annuities, Estate Planning, Commodities, ETFs, Money Market, Long-term Care, Strategic Financial..., IRAs, Asset Management
Education
DePaul University 2002 — 2003
Certificate Program in Financial Planning, Finance
Michigan State University 1987 — 1991
Bachelor of Science, Economics and Management
Wunderlich Securities January 2012 - Present
Raymond James Financial Inc. April 2011 - January 2012
Howe Barnes Hoefer & Arnett September 2005 - June 2011
Morgan Stanley DW Inc April 1999 - September 2005
Skills
Financial Planning, Retirement Planning, Retirement Income..., Private Wealth..., Investments, Asset Allocation, Portfolio Management, Financial Advice, Mutual Funds, Separately Managed..., Equities, Equity Research, Fixed Income Products, Options, College Savings Plans, Whole Life, Term Life Insurance, Long Term Care, IRA Rollovers, IRA's, Annuities, Estate Planning, Commodities, ETFs, Money Market, Long-term Care, Strategic Financial..., IRAs, Asset Management
Education
DePaul University 2002 — 2003
Certificate Program in Financial Planning, Finance
Michigan State University 1987 — 1991
Bachelor of Science, Economics and Management
Chris Semrod Chris Semrod's Howe Barnes Hoefer & Arnett Experience 2009 - 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2011 - June 2015
Currently Seeking Employment 2015 - 2015
Redwood Creek Capital, LLC January 2006 - January 2009
Howe Barnes Hoefer & Arnett 2009 - 2009
KBW 1994 - 2004
Skills
Capital Markets, Series 7, Equities, Institutional..., Alternative Investments, Series 63, Financial Services, Investments, Portfolio Management, Financial Modeling, Securities, Finance, Hedge Funds, Investment Advisory, Asset Allocation, Mutual Funds, Wealth Management
Education
University of Denver 1990 — 1994
BA, Psychology
Merrill Lynch June 2011 - June 2015
Currently Seeking Employment 2015 - 2015
Redwood Creek Capital, LLC January 2006 - January 2009
Howe Barnes Hoefer & Arnett 2009 - 2009
KBW 1994 - 2004
Skills
Capital Markets, Series 7, Equities, Institutional..., Alternative Investments, Series 63, Financial Services, Investments, Portfolio Management, Financial Modeling, Securities, Finance, Hedge Funds, Investment Advisory, Asset Allocation, Mutual Funds, Wealth Management
Education
University of Denver 1990 — 1994
BA, Psychology
Derrick Stricker, CCIM Derrick Stricker, CCIM's Howe Barnes Hoefer & Arnett Experience February 2008 - July 2008
Job CRE Broker / Community Ally / NAI TriCities / GU Chapter Prez
Industry Real Estate
Experience
NAI Tri-Cities January 2013 - Present
Dirk Stricker Commercial Real Estate, LLC May 2011 - January 2013
Bally Total Fitness October 2008 - May 2011
Howe Barnes Hoefer & Arnett February 2008 - July 2008
Global Credit Union May 2006 - May 2007
Adsum Transports LLC August 2005 - December 2006
Global Credit Union May 2005 - May 2006
American Iron and Steel Institute August 2004 - December 2004
Skills
Cash Flow Forecasting, Business Analysis, Business Strategy, New Business Development, Real Estate Development, Real Estate Finance, Corporate Real Estate, Cash Flow Management, Start-up Consulting, Business Valuation, Corporate Finance, Financial Analysis, Financial Modeling, Economic Development, Public Speaking, Market Analysis, Real Estate Economics, Cash Flow, Strategy, Finance, Budgets, Entrepreneurship, Investments, Analysis, Business Planning, Strategic Planning, Mergers & Acquisitions, Valuation, Portfolio Management, Real Estate, Asset Management, Disposition, Commercial Real Estate, Brokerage, Due Diligence, Credit, Location Intelligence
Education
Gonzaga University - School of Business Administration 2006 — 2007
MBA, Finance
Gonzaga University 2002 — 2006
BA, Economics, Political Science (Honors)
American University 2004 — 2004
Public Policy
NAI Tri-Cities January 2013 - Present
Dirk Stricker Commercial Real Estate, LLC May 2011 - January 2013
Bally Total Fitness October 2008 - May 2011
Howe Barnes Hoefer & Arnett February 2008 - July 2008
Global Credit Union May 2006 - May 2007
Adsum Transports LLC August 2005 - December 2006
Global Credit Union May 2005 - May 2006
American Iron and Steel Institute August 2004 - December 2004
Skills
Cash Flow Forecasting, Business Analysis, Business Strategy, New Business Development, Real Estate Development, Real Estate Finance, Corporate Real Estate, Cash Flow Management, Start-up Consulting, Business Valuation, Corporate Finance, Financial Analysis, Financial Modeling, Economic Development, Public Speaking, Market Analysis, Real Estate Economics, Cash Flow, Strategy, Finance, Budgets, Entrepreneurship, Investments, Analysis, Business Planning, Strategic Planning, Mergers & Acquisitions, Valuation, Portfolio Management, Real Estate, Asset Management, Disposition, Commercial Real Estate, Brokerage, Due Diligence, Credit, Location Intelligence
Education
Gonzaga University - School of Business Administration 2006 — 2007
MBA, Finance
Gonzaga University 2002 — 2006
BA, Economics, Political Science (Honors)
American University 2004 — 2004
Public Policy
Chris Palermo Chris Palermo's Howe Barnes Hoefer & Arnett Experience 2004 - April 2011
Job Vice President of Capital Equity Markets at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. April 2011 - Present
Howe Barnes Hoefer & Arnett 2004 - April 2011
E*TRADE Financial 2000 - 2004
William Blair & Co 1996 - 2000
Spear Leeds & Kellog 1991 - 1995
Skills
Equity Capital Markets, Series 7, Equities, Securities, Series 63, Trading, Capital Markets, Options, Investments, Portfolio Management, Hedge Funds, Fixed Income, Financial Modeling, Equity Research, Valuation, Asset Management, Equity Trading, Mutual Funds, Financial Analysis, Bloomberg
Education
St. Francis College 1986 — 1989
B.S., finance
Series 7, 24, 55, 63.
Bachelor of Science, Finance
Raymond James Financial Inc. April 2011 - Present
Howe Barnes Hoefer & Arnett 2004 - April 2011
E*TRADE Financial 2000 - 2004
William Blair & Co 1996 - 2000
Spear Leeds & Kellog 1991 - 1995
Skills
Equity Capital Markets, Series 7, Equities, Securities, Series 63, Trading, Capital Markets, Options, Investments, Portfolio Management, Hedge Funds, Fixed Income, Financial Modeling, Equity Research, Valuation, Asset Management, Equity Trading, Mutual Funds, Financial Analysis, Bloomberg
Education
St. Francis College 1986 — 1989
B.S., finance
Series 7, 24, 55, 63.
Bachelor of Science, Finance
David Lakowski David Lakowski's Howe Barnes Hoefer & Arnett Experience June 1999 - May 2005
Job VP Finance and Administration at Healthios Capital Markets, LLC
Industry Financial Services
Experience
Healthios Capital Markets, LLC May 2010 - Present
GK Development, Inc. June 2005 - November 2009
Howe Barnes Hoefer & Arnett June 1999 - May 2005
Vector Securities International February 1988 - February 1999
Skills
Accounting, Investments, Financial Reporting, Auditing, Cash Flow, Cash Management, Internal Controls, Financial Modeling, Private Equity, Due Diligence, Financial Accounting, Risk Management, Mergers, Financial Analysis, Management, Forecasting, Internal Audit, Strategy, Insurance, Capital Markets, GAAP, Finance, Securities, Management Consulting, Budgets, Tax, Negotiation, Cost Accounting, Variance Analysis, Mergers & Acquisitions, Corporate Finance, Valuation, Venture Capital, SEC filings, Managerial Finance, Strategic Financial..., Executive Management, Corporate Development
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1988
MST, Taxation
Loyola University Chicago 1975 — 1979
BBA, Accounting
Healthios Capital Markets, LLC May 2010 - Present
GK Development, Inc. June 2005 - November 2009
Howe Barnes Hoefer & Arnett June 1999 - May 2005
Vector Securities International February 1988 - February 1999
Skills
Accounting, Investments, Financial Reporting, Auditing, Cash Flow, Cash Management, Internal Controls, Financial Modeling, Private Equity, Due Diligence, Financial Accounting, Risk Management, Mergers, Financial Analysis, Management, Forecasting, Internal Audit, Strategy, Insurance, Capital Markets, GAAP, Finance, Securities, Management Consulting, Budgets, Tax, Negotiation, Cost Accounting, Variance Analysis, Mergers & Acquisitions, Corporate Finance, Valuation, Venture Capital, SEC filings, Managerial Finance, Strategic Financial..., Executive Management, Corporate Development
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1988
MST, Taxation
Loyola University Chicago 1975 — 1979
BBA, Accounting
Bryant Rule Bryant Rule's Howe Barnes Hoefer & Arnett Experience August 2001 - June 2011
Job Illinois Tollway Authority
Industry Transportation/Trucking/Railroad
Experience
llinois Tollway Authority April 2012 - Present
Howe Barnes Hoefer & Arnett August 2001 - June 2011
Howe Barnes Hoefer & Arnett, Inc January 2001 - January 2011
Howe Barnes Hoefer & Arnett June 2001 - 2011
Sidley Austin June 1993 - July 2001
Sidley & Austin One January 1993 - January 2001
Archer 125 S Wacker January 1991 - January 1993
Carson Pirie January 1984 - January 1991
Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Microsoft Word, Team Building, Troubleshooting
Education
Robert Morris University - Illinois 1984 — 1987
AA, Business
Trinity Christian College
Bachelor of Science; Associate Degree, Business; Applied Science; Retail Management and Accounting
llinois Tollway Authority April 2012 - Present
Howe Barnes Hoefer & Arnett August 2001 - June 2011
Howe Barnes Hoefer & Arnett, Inc January 2001 - January 2011
Howe Barnes Hoefer & Arnett June 2001 - 2011
Sidley Austin June 1993 - July 2001
Sidley & Austin One January 1993 - January 2001
Archer 125 S Wacker January 1991 - January 1993
Carson Pirie January 1984 - January 1991
Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Microsoft Word, Team Building, Troubleshooting
Education
Robert Morris University - Illinois 1984 — 1987
AA, Business
Trinity Christian College
Bachelor of Science; Associate Degree, Business; Applied Science; Retail Management and Accounting
Thomas J. Maier Thomas J. Maier's Howe Barnes Hoefer & Arnett Experience 2003 - 2006
Job Senior Banking and Finance Professional
Industry Banking
Experience
FIG Partners April 2013 - July 2014
Plantation Financial Corp. 2010 - 2012
New Century Bank May 2008 - April 2010
Howe Barnes Hoefer & Arnett 2003 - 2006
Wachovia Securities June 1999 - June 2001
Wachovia Securities June 1993 - June 1999
The Chicago Corporation June 1992 - June 1993
First Colonial Bankshares Corporation May 1983 - June 1992
Skills
Equities, Corporate Finance, Capital Markets, Securities, Financial Management, Mergers and Acquisitions, Asset & Liability..., Investor Relations, Portfolio Management, Investments, Investment Banking, Asset Managment, Valuation, Financial Modeling, Financial Analysis, Financial Institutions, Commercial Banking, Financial Reporting, Private Equity, Banking, Finance, Executive Management, Due Diligence
Education
Columbia University School of Bank Executive Management
New York University - Leonard N. Stern School of Business
MS, Accounting
Princeton University
BA, International Politics
Wayland Academy
FIG Partners April 2013 - July 2014
Plantation Financial Corp. 2010 - 2012
New Century Bank May 2008 - April 2010
Howe Barnes Hoefer & Arnett 2003 - 2006
Wachovia Securities June 1999 - June 2001
Wachovia Securities June 1993 - June 1999
The Chicago Corporation June 1992 - June 1993
First Colonial Bankshares Corporation May 1983 - June 1992
Skills
Equities, Corporate Finance, Capital Markets, Securities, Financial Management, Mergers and Acquisitions, Asset & Liability..., Investor Relations, Portfolio Management, Investments, Investment Banking, Asset Managment, Valuation, Financial Modeling, Financial Analysis, Financial Institutions, Commercial Banking, Financial Reporting, Private Equity, Banking, Finance, Executive Management, Due Diligence
Education
Columbia University School of Bank Executive Management
New York University - Leonard N. Stern School of Business
MS, Accounting
Princeton University
BA, International Politics
Wayland Academy
Daniel Poole Daniel Poole's Howe Barnes Hoefer & Arnett Experience October 2008 - January 2011
Job Financial Services Professional
Industry Financial Services
Experience
Fifth Third Securities May 2014 - May 2015
Vining Sparks, IBG January 2011 - May 2014
Howe Barnes Hoefer & Arnett October 2008 - January 2011
Merrill Lynch July 2007 - October 2008
McCauley Securities LTD. March 2004 - July 2007
Deutsche Bank Securities April 2000 - March 2004
Skills
Investment Banking, Account Management, Trading, CRM
Education
University of San Diego 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Chaminade High School. Mineola, NY 1987 — 1991
Fifth Third Securities May 2014 - May 2015
Vining Sparks, IBG January 2011 - May 2014
Howe Barnes Hoefer & Arnett October 2008 - January 2011
Merrill Lynch July 2007 - October 2008
McCauley Securities LTD. March 2004 - July 2007
Deutsche Bank Securities April 2000 - March 2004
Skills
Investment Banking, Account Management, Trading, CRM
Education
University of San Diego 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Chaminade High School. Mineola, NY 1987 — 1991
Andrew Deringer's Howe Barnes Hoefer & Arnett Experience June 2006 - December 2007
Job
Industry Financial Services
Experience
Lending Club February 2014 - Present
Morgan Stanley January 2008 - January 2014
Morgan Stanley January 2012 - February 2013
Howe Barnes Hoefer & Arnett June 2006 - December 2007
Federal Reserve Bank of Chicago 2003 - 2006
Raymond James Financial June 2002 - June 2003
Raymond James & Associates June 2000 - June 2002
Skills
Strategy, Financial Modeling, Valuation, Investment Banking, Capital Markets, Corporate Finance, Series 7
Education
The University of Chicago - Booth School of Business 2004 — 2007
MBA
Eckerd College 1998 — 2002
Bachelor of Arts
Lending Club February 2014 - Present
Morgan Stanley January 2008 - January 2014
Morgan Stanley January 2012 - February 2013
Howe Barnes Hoefer & Arnett June 2006 - December 2007
Federal Reserve Bank of Chicago 2003 - 2006
Raymond James Financial June 2002 - June 2003
Raymond James & Associates June 2000 - June 2002
Skills
Strategy, Financial Modeling, Valuation, Investment Banking, Capital Markets, Corporate Finance, Series 7
Education
The University of Chicago - Booth School of Business 2004 — 2007
MBA
Eckerd College 1998 — 2002
Bachelor of Arts
Kenneth Lovik's Howe Barnes Hoefer & Arnett Experience November 2004 - July 2008
Job Chief Financial Officer at First Internet Bancorp
Industry Banking
Experience
First Internet Bancorp August 2014 - Present
First Financial Bancorp March 2010 - August 2014
Milestone Advisors October 2008 - September 2009
Howe Barnes Hoefer & Arnett November 2004 - July 2008
A.G. Edwards & Sons, Inc. 2000 - 2004
Price Waterhouse LLP 1993 - 1998
Skills
Investor Relations, Acquisitions, Mergers, Strategic Planning, Financial Modeling, Valuation, Risk Management, Cross-functional Team..., Corporate Finance, Corporate Governance, Capital Markets, Project Management, Industry Analysis, Financial Analysis, Financial Reporting, SEC reporting, Process Improvement, Negotiation, Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA
Northern Illinois University 1988 — 1992
BS
First Internet Bancorp August 2014 - Present
First Financial Bancorp March 2010 - August 2014
Milestone Advisors October 2008 - September 2009
Howe Barnes Hoefer & Arnett November 2004 - July 2008
A.G. Edwards & Sons, Inc. 2000 - 2004
Price Waterhouse LLP 1993 - 1998
Skills
Investor Relations, Acquisitions, Mergers, Strategic Planning, Financial Modeling, Valuation, Risk Management, Cross-functional Team..., Corporate Finance, Corporate Governance, Capital Markets, Project Management, Industry Analysis, Financial Analysis, Financial Reporting, SEC reporting, Process Improvement, Negotiation, Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA
Northern Illinois University 1988 — 1992
BS
John Schramm's Howe Barnes Hoefer & Arnett Experience May 2005 - April 2011
Job Principal, Investment Banking at FIG Partners, LLC
Industry Investment Banking
Experience
FIG Partners, LLC March 2012 - Present
Ranieri Partners May 2011 - March 2012
Howe Barnes Hoefer & Arnett May 2005 - April 2011
Triangle Capital Partners LLC August 2002 - April 2005
Trident Financial Corporation December 1987 - August 2002
Arthur Andersen & Co. June 1984 - November 1987
Skills
Mergers, Capital Raising, Corporate Finance, Underwriting, Valuation, Banking, Strategic Planning, Finance, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investments, Divestitures, Financial Modeling, Capital Markets, Financial Institutions, Commercial Banking, Due Diligence, Private Equity, Financial Services, Equities, Financial Structuring, Securities
Education
Duke University - The Fuqua School of Business 1982 — 1984
MBA, Finance
Northwestern University 1978 — 1982
BA, Economics
FIG Partners, LLC March 2012 - Present
Ranieri Partners May 2011 - March 2012
Howe Barnes Hoefer & Arnett May 2005 - April 2011
Triangle Capital Partners LLC August 2002 - April 2005
Trident Financial Corporation December 1987 - August 2002
Arthur Andersen & Co. June 1984 - November 1987
Skills
Mergers, Capital Raising, Corporate Finance, Underwriting, Valuation, Banking, Strategic Planning, Finance, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investments, Divestitures, Financial Modeling, Capital Markets, Financial Institutions, Commercial Banking, Due Diligence, Private Equity, Financial Services, Equities, Financial Structuring, Securities
Education
Duke University - The Fuqua School of Business 1982 — 1984
MBA, Finance
Northwestern University 1978 — 1982
BA, Economics
Charlie Wohlhuter's Howe Barnes Hoefer & Arnett Experience August 2010 - March 2011
Job Equity Research Associate at Raymond James & Associates, Inc
Industry Investment Management
Experience
Raymond James & Associates, Inc April 2011 - Present
Howe Barnes Hoefer & Arnett August 2010 - March 2011
FirstMerit Bank May 2010 - July 2010
Midwest Bank & Trust January 2009 - May 2010
Midwest Bank & Trust Co. October 2006 - December 2008
Education
Dominican University 2008 — 2010
M.B.A., Finance
Wabash College 2002 — 2006
A.B., Economics, French
Wheaton Warrenville South 1998 — 2002
Université Paul Valéry (Montpellier III)
French Language and Culture Studies
Raymond James & Associates, Inc April 2011 - Present
Howe Barnes Hoefer & Arnett August 2010 - March 2011
FirstMerit Bank May 2010 - July 2010
Midwest Bank & Trust January 2009 - May 2010
Midwest Bank & Trust Co. October 2006 - December 2008
Education
Dominican University 2008 — 2010
M.B.A., Finance
Wabash College 2002 — 2006
A.B., Economics, French
Wheaton Warrenville South 1998 — 2002
Université Paul Valéry (Montpellier III)
French Language and Culture Studies
William Wagner's Howe Barnes Hoefer & Arnett Experience 2005 - April 2011
Job Managing Director at Raymond James & Assoc.
Industry Financial Services
Experience
Raymond James & Associates, Inc April 2011 - Present
Howe Barnes Hoefer & Arnett 2005 - April 2011
Trident Securities (a division of McDonald Investments) June 1999 - July 2002
Trident Securities 1992 - 2002
Skills
Banking, Investments, Capital Markets, Corporate Finance, Portfolio Management, Management, Financial Analysis, Financial Institutions, Finance, Credit Analysis, Investment Banking
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Miami University 1981 — 1984
Batchelor of Science, Accounting
Raymond James & Associates, Inc April 2011 - Present
Howe Barnes Hoefer & Arnett 2005 - April 2011
Trident Securities (a division of McDonald Investments) June 1999 - July 2002
Trident Securities 1992 - 2002
Skills
Banking, Investments, Capital Markets, Corporate Finance, Portfolio Management, Management, Financial Analysis, Financial Institutions, Finance, Credit Analysis, Investment Banking
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Miami University 1981 — 1984
Batchelor of Science, Accounting
Don Worthington's Howe Barnes Hoefer & Arnett Experience Vice PresidentFederal Home Loan Bank of San FranciscoDecember 1973 - June 2000
Job First Vice President at Howe Barnes Hoefer & Arnett
Industry Investment Banking
Experience
Howe Barnes Hoefer & Arnett Vice PresidentFederal Home Loan Bank of San FranciscoDecember 1973 - June 2000
Education
Golden Gate University 1978 — 1981
MBA, Finance
San Jose State University 1970 — 1973
Howe Barnes Hoefer & Arnett Vice PresidentFederal Home Loan Bank of San FranciscoDecember 1973 - June 2000
Education
Golden Gate University 1978 — 1981
MBA, Finance
San Jose State University 1970 — 1973
Patrick Nicolini's Howe Barnes Hoefer & Arnett Experience Managing DirectorHowe Barnes Hoefer & Arnett2007 - Present
Job Managing Director at Howe Barnes Hoefer & Arnett
Industry Investment Banking
Experience
Howe Barnes Hoefer & Arnett Managing DirectorHowe Barnes Hoefer & Arnett2007 - Present
Education
University of California, Berkeley
Howe Barnes Hoefer & Arnett Managing DirectorHowe Barnes Hoefer & Arnett2007 - Present
Education
University of California, Berkeley
Christopher Peters, CFA's Howe Barnes Hoefer & Arnett Experience July 2010 - March 2011
Job Private Wealth Management at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. April 2013 - Present
Goldman Sachs March 2011 - March 2013
Howe Barnes Hoefer & Arnett July 2010 - March 2011
KPMG September 2008 - April 2010
Skills
Private Equity, Investments, Finance, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Investment Management, Financial Modeling, Asset Management, Capital Markets, Equity Research, Valuation, Mergers, Divestitures, Investment Strategies, Credit, Series 7, Wealth Management, Transaction Processing
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science (B.S.), Accounting and Finance
Shadow Mountain High School
Robert W. Baird & Co. April 2013 - Present
Goldman Sachs March 2011 - March 2013
Howe Barnes Hoefer & Arnett July 2010 - March 2011
KPMG September 2008 - April 2010
Skills
Private Equity, Investments, Finance, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Investment Management, Financial Modeling, Asset Management, Capital Markets, Equity Research, Valuation, Mergers, Divestitures, Investment Strategies, Credit, Series 7, Wealth Management, Transaction Processing
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science (B.S.), Accounting and Finance
Shadow Mountain High School
Chuck Stubbs's Howe Barnes Hoefer & Arnett Experience 2005 - 2011
Job Senior Vice President at Raymond James
Industry Investment Banking
Experience
Raymond James & Associates, Inc April 2011 - Present
Howe Barnes Hoefer & Arnett 2005 - 2011
KeyBanc Capital Markets 2000 - 2005
First Union National Bank 1999 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
MBA
North Carolina State University - College of Management 1994 — 1998
Bachelor of Science (BS), Accounting
Raymond James & Associates, Inc April 2011 - Present
Howe Barnes Hoefer & Arnett 2005 - 2011
KeyBanc Capital Markets 2000 - 2005
First Union National Bank 1999 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
MBA
North Carolina State University - College of Management 1994 — 1998
Bachelor of Science (BS), Accounting
Matt Farrell, CAIA's Howe Barnes Hoefer & Arnett Experience November 2007 - July 2010
Job Assistant Vice President CRM Hedge Funds & Structured Products
Industry Investment Banking
Experience
Credit Suisse August 2010 - Present
Howe Barnes Hoefer & Arnett November 2007 - July 2010
Mezrah Consulting 2005 - 2007
Skills
Financial Modeling, Bloomberg, Hedge Funds, Private Equity, Excel, VBA, Due Diligence, M&A experience, Risk Management, Fixed Income, Financial Analysis, Business Analysis, Derivatives, Portfolio Management, Strategic Financial..., Wealth Management, Financial Reporting, Finance, Microsoft Excel, Mergers
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master of Business Administration (MBA) candidate
North Carolina State University 2000 — 2004
Credit Suisse August 2010 - Present
Howe Barnes Hoefer & Arnett November 2007 - July 2010
Mezrah Consulting 2005 - 2007
Skills
Financial Modeling, Bloomberg, Hedge Funds, Private Equity, Excel, VBA, Due Diligence, M&A experience, Risk Management, Fixed Income, Financial Analysis, Business Analysis, Derivatives, Portfolio Management, Strategic Financial..., Wealth Management, Financial Reporting, Finance, Microsoft Excel, Mergers
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master of Business Administration (MBA) candidate
North Carolina State University 2000 — 2004
Beatriz Roman's Howe Barnes Hoefer & Arnett Experience 2002 - 2003
Job AVP at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch November 2004 - Present
Archipelago 2004 - 2004
Morgan Stanley Dean Witter 2003 - 2004
Howe Barnes Hoefer & Arnett 2002 - 2003
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Merrill Lynch November 2004 - Present
Archipelago 2004 - 2004
Morgan Stanley Dean Witter 2003 - 2004
Howe Barnes Hoefer & Arnett 2002 - 2003
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Robert Corne's Howe Barnes Hoefer & Arnett Experience June 2005 - December 2009
Job Chief Financial Officer at Sterne Agee & Leach, Inc.
Industry Financial Services
Experience
Sterne, Agee & Leach, Inc. December 2013 - Present
Wunderlich Securities December 2009 - December 2013
Howe Barnes Hoefer & Arnett June 2005 - December 2009
Chicago Board Options Exchange May 2002 - June 2005
Chicago Board Options Exchange December 1997 - May 2002
Gimbel Abrams & Singer February 1996 - December 1997
Philip Rootberg & Company January 1994 - February 1996
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Org. Behavior & Marketing
Indiana State University 1989 — 1993
BS, Accounting
Sterne, Agee & Leach, Inc. December 2013 - Present
Wunderlich Securities December 2009 - December 2013
Howe Barnes Hoefer & Arnett June 2005 - December 2009
Chicago Board Options Exchange May 2002 - June 2005
Chicago Board Options Exchange December 1997 - May 2002
Gimbel Abrams & Singer February 1996 - December 1997
Philip Rootberg & Company January 1994 - February 1996
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Org. Behavior & Marketing
Indiana State University 1989 — 1993
BS, Accounting
BK Kennedy's Howe Barnes Hoefer & Arnett Experience August 2008 - September 2009
Job Commercial Real Estate Appraiser
Industry Commercial Real Estate
Experience
Integra Realty Resources August 2011 - Present
Vining Sparks September 2009 - June 2011
Howe Barnes Hoefer & Arnett August 2008 - September 2009
Erwin-Penland February 2007 - August 2008
Skills
Commercial Real Estate..., Investments, Real Estate Economics, Due Diligence, Portfolio Management, Strategic Planning, Risk Management, Series 7, Series 63, Microsoft Excel, Asset Managment, Asset Management, Real Estate, Finance, Appraisals, Disposition, Valuation, Commercial Real Estate, Financial Analysis
Education
University of South Carolina-Columbia 2004 — 2006
BA, Journalism/Advertising
Wofford College 2002 — 2004
Woodberry Forest School 1998 — 2002
Integra Realty Resources August 2011 - Present
Vining Sparks September 2009 - June 2011
Howe Barnes Hoefer & Arnett August 2008 - September 2009
Erwin-Penland February 2007 - August 2008
Skills
Commercial Real Estate..., Investments, Real Estate Economics, Due Diligence, Portfolio Management, Strategic Planning, Risk Management, Series 7, Series 63, Microsoft Excel, Asset Managment, Asset Management, Real Estate, Finance, Appraisals, Disposition, Valuation, Commercial Real Estate, Financial Analysis
Education
University of South Carolina-Columbia 2004 — 2006
BA, Journalism/Advertising
Wofford College 2002 — 2004
Woodberry Forest School 1998 — 2002
Brian Ytterberg's Howe Barnes Hoefer & Arnett Experience 2004 - 2008
Job Managing Partner at Red Arrow Capital Partners
Industry Investment Banking
Experience
Red Arrow Capital Partners March 2015 - Present
Magic Investments, Inc. 2014 - February 2015
Akoya Capital Partners 2012 - 2014
Headwaters MB 2010 - 2012
Howe Barnes Hoefer & Arnett 2004 - 2008
Bank One 1995 - 2004
KPMG 1992 - 1995
Price Waterhouse 1987 - 1992
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA
Augustana College 1979 — 1983
BA
Red Arrow Capital Partners March 2015 - Present
Magic Investments, Inc. 2014 - February 2015
Akoya Capital Partners 2012 - 2014
Headwaters MB 2010 - 2012
Howe Barnes Hoefer & Arnett 2004 - 2008
Bank One 1995 - 2004
KPMG 1992 - 1995
Price Waterhouse 1987 - 1992
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA
Augustana College 1979 — 1983
BA
Matthew Tomich's Howe Barnes Hoefer & Arnett Experience February 2005 - September 2011
Job Financial Advisor | Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Howe Barnes Hoefer & Arnett February 2005 - September 2011
Education
Illinois State University 1990-1994, B.A. Political Science
Ameriprise Financial Services, Inc. October 2011 - Present
Howe Barnes Hoefer & Arnett February 2005 - September 2011
Education
Illinois State University 1990-1994, B.A. Political Science
Martin Alwin's Howe Barnes Hoefer & Arnett Experience June 2007 - July 2012
Job Vice President at River Branch Capital
Industry Investment Banking
Experience
River Branch Capital April 2013 - Present
Raymond James Financial Inc. April 2011 - April 2013
Howe Barnes Hoefer & Arnett June 2007 - July 2012
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA)
Lawrence University 2003 — 2007
B.A., Economics
River Branch Capital April 2013 - Present
Raymond James Financial Inc. April 2011 - April 2013
Howe Barnes Hoefer & Arnett June 2007 - July 2012
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA)
Lawrence University 2003 — 2007
B.A., Economics
linda (Penny) gates's Howe Barnes Hoefer & Arnett Experience April 2000 - July 2008
Job Trader at Podesta & Co.
Industry Financial Services
Experience
Podesta & Co. October 2010 - Present
PFS Investments, Inc. December 2009 - October 2010
Howe Barnes Hoefer & Arnett April 2000 - July 2008
everen August 1998 - November 1999
Mesirow Financial January 1990 - September 1998
Skills
Securities, Series 7, Capital Markets, Equities, Financial Services, Trading, Investments, Bloomberg, Mutual Funds, Alternative Investments, Equity Research, Financial Markets, Asset Allocation, Equity Trading, Electronic Trading
Education
Milwaukee Area Technical College
Dental Lab Tech
Podesta & Co. October 2010 - Present
PFS Investments, Inc. December 2009 - October 2010
Howe Barnes Hoefer & Arnett April 2000 - July 2008
everen August 1998 - November 1999
Mesirow Financial January 1990 - September 1998
Skills
Securities, Series 7, Capital Markets, Equities, Financial Services, Trading, Investments, Bloomberg, Mutual Funds, Alternative Investments, Equity Research, Financial Markets, Asset Allocation, Equity Trading, Electronic Trading
Education
Milwaukee Area Technical College
Dental Lab Tech
Brian McSherry's Howe Barnes Hoefer & Arnett Experience September 2010 - June 2011
Job Director US Equity Research Sales BAML
Industry Investment Management
Experience
Bank of America Merrill Lynch May 2015 - Present
Sterne Agee August 2011 - May 2015
Howe Barnes Hoefer & Arnett September 2010 - June 2011
Fontana Capital May 2007 - September 2010
Keefe, Bruyette & Woods June 2004 - May 2007
Education
Clarkson University 2003 — 2004
MBA
Saint Michael's College 1999 — 2003
BS, Business Administration - Finance
Bank of America Merrill Lynch May 2015 - Present
Sterne Agee August 2011 - May 2015
Howe Barnes Hoefer & Arnett September 2010 - June 2011
Fontana Capital May 2007 - September 2010
Keefe, Bruyette & Woods June 2004 - May 2007
Education
Clarkson University 2003 — 2004
MBA
Saint Michael's College 1999 — 2003
BS, Business Administration - Finance
Deborah Portanova's Howe Barnes Hoefer & Arnett Experience July 2005 - November 2007
Job Production Manager at PJH & Associates, Inc.
Industry Events Services
Experience
PJH & Associates, Inc. June 2010 - Present
Lutheran General Hospital December 2007 - June 2009
Howe Barnes Hoefer & Arnett July 2005 - November 2007
A.G. Edwards & Sons, Inc. March 2003 - June 2005
Education
National Louis University 1982 — 1986
BA, Human Services
PJH & Associates, Inc. June 2010 - Present
Lutheran General Hospital December 2007 - June 2009
Howe Barnes Hoefer & Arnett July 2005 - November 2007
A.G. Edwards & Sons, Inc. March 2003 - June 2005
Education
National Louis University 1982 — 1986
BA, Human Services
Daniel Tachiera's Howe Barnes Hoefer & Arnett Experience September 2000 - March 2011
Job at JCSD Partners, LP
Industry Investment Management
Experience
JCSD Partners, LP March 2011 - Present
Howe Barnes Hoefer & Arnett September 2000 - March 2011
Pacific Stock Exchange March 1983 - January 2000
Education
University of California, Berkeley 1976 — 1980
Bachelor of Arts (B.A.), PEIS
JCSD Partners, LP March 2011 - Present
Howe Barnes Hoefer & Arnett September 2000 - March 2011
Pacific Stock Exchange March 1983 - January 2000
Education
University of California, Berkeley 1976 — 1980
Bachelor of Arts (B.A.), PEIS
Mark Muth's Howe Barnes Hoefer & Arnett Experience 2009 - 2011
Job Director of Investor Relations
Industry Banking
Experience
Huntington Bancshares Incorporated February 2015 - Present
Huntington Bancshares Incorporated June 2012 - February 2015
Howe Barnes Hoefer & Arnett 2009 - 2011
FTN Midwest Securities 2001 - 2008
SunTrust Equitable Securities 1999 - 2001
Skills
Equities, Corporate Finance, Equity Research, Capital Markets, Investment Banking, Business Acumen, Banking, Financial Modeling, Investor Relations, Finance, Valuation, Financial Analysis, Analysis, Investments, Bloomberg, Asset Management, Securities, Due Diligence, Strategic Financial..., Financial Planning
Education
Haslam College of Business at the University of Tennessee 1995 — 1999
BSBA, Finance
Huntington Bancshares Incorporated February 2015 - Present
Huntington Bancshares Incorporated June 2012 - February 2015
Howe Barnes Hoefer & Arnett 2009 - 2011
FTN Midwest Securities 2001 - 2008
SunTrust Equitable Securities 1999 - 2001
Skills
Equities, Corporate Finance, Equity Research, Capital Markets, Investment Banking, Business Acumen, Banking, Financial Modeling, Investor Relations, Finance, Valuation, Financial Analysis, Analysis, Investments, Bloomberg, Asset Management, Securities, Due Diligence, Strategic Financial..., Financial Planning
Education
Haslam College of Business at the University of Tennessee 1995 — 1999
BSBA, Finance
Emily Mraz's Howe Barnes Hoefer & Arnett Experience July 2005 - August 2007
Job Associate at Winston & Strawn LLP
Industry Law Practice
Experience
Winston & Strawn LLP January 2011 - Present
Salvi, Schostok & Pritchard May 2008 - August 2008
Howe Barnes Hoefer & Arnett July 2005 - August 2007
Education
University of Notre Dame Law School 2007 — 2010
J.D.
Northwestern University 2001 — 2005
Economics
Winston & Strawn LLP January 2011 - Present
Salvi, Schostok & Pritchard May 2008 - August 2008
Howe Barnes Hoefer & Arnett July 2005 - August 2007
Education
University of Notre Dame Law School 2007 — 2010
J.D.
Northwestern University 2001 — 2005
Economics
Lou Coines's Howe Barnes Hoefer & Arnett Experience 2004 - 2011
Job VPRaymond James. Institutional Equity SalesFinancial Institutions
Industry
Experience
Raymond James Financial Inc. April 2011 - Present
Howe Barnes Hoefer & Arnett 2004 - 2011
Skills
Accounting, Equities, Series 7, Securities, Wealth Management, Uniform Combined State..., Insurance, Microsoft Office, Financial Institutions, Investment Advisory, Financial Modeling, Investment Banking, Asset Management, Sales, Fixed Income, Investments, Mutual Funds, Banking, Portfolio Management, Strategic Financial..., Capital Markets, Financial Analysis, Retirement Planning, Series 63, Asset Allocation, Institutional
Education
The Ohio State University
Bachelor of Arts (B.A.)
Raymond James Financial Inc. April 2011 - Present
Howe Barnes Hoefer & Arnett 2004 - 2011
Skills
Accounting, Equities, Series 7, Securities, Wealth Management, Uniform Combined State..., Insurance, Microsoft Office, Financial Institutions, Investment Advisory, Financial Modeling, Investment Banking, Asset Management, Sales, Fixed Income, Investments, Mutual Funds, Banking, Portfolio Management, Strategic Financial..., Capital Markets, Financial Analysis, Retirement Planning, Series 63, Asset Allocation, Institutional
Education
The Ohio State University
Bachelor of Arts (B.A.)
Brian Martin, CFA's Howe Barnes Hoefer & Arnett Experience 1998 - 2009
Job VP, Equity Analyst at FIG Partners
Industry Financial Services
Experience
FIG Partners LLC 2009 - Present
Howe Barnes Hoefer & Arnett 1998 - 2009
Skills
Valuation, Equity Research, Equities, Financial Modeling, Bloomberg, Hedge Funds, Series 7, Portfolio Management, Capital Markets, Investments, Asset Management, Series 63, Equity Valuation, Financial Analysis, Alternative Investments, Fixed Income, Corporate Finance, Investment Banking, Private Equity, Securities
Education
DePaul University 1987 — 1991
Bachelor's degree, Finance, General
DePaul University
Master of Business Administration (MBA), Finance
FIG Partners LLC 2009 - Present
Howe Barnes Hoefer & Arnett 1998 - 2009
Skills
Valuation, Equity Research, Equities, Financial Modeling, Bloomberg, Hedge Funds, Series 7, Portfolio Management, Capital Markets, Investments, Asset Management, Series 63, Equity Valuation, Financial Analysis, Alternative Investments, Fixed Income, Corporate Finance, Investment Banking, Private Equity, Securities
Education
DePaul University 1987 — 1991
Bachelor's degree, Finance, General
DePaul University
Master of Business Administration (MBA), Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY