Ibbotson Associates
Industry: Capital market company
DescriptionFounded: 1977 Parent organization: Morningstar, Inc.
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Ibbotson Associates Employees
JWM Wealth Management, LLC 2015 - Present
Silicon Valley Bank 2008 - 2014
Silicon Valley Bank 2004 - 2008
City National Bank 2003 - 2004
Seneca Capital Management 1995 - 2002
Eagle Management & Trust 1993 - 1994
Ibbotson Associates 1993 - 1994
Skills
Portfolio Management, Asset Management, Fixed Income, Investments, Financial Markets, Finance, Financial Modeling, Financial Services, Cash Management, Securities, Treasury Services, Liquidity, Management, Leadership, Market Risk, Financial Advisory, Financial Analysis, Financial Structuring, Strategy, Investment Strategies, Manager Evaluation, Equities
Education
Texas A&M University 1991 — 1993
Master of Science (M.S.), Finance
Texas A&M University 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Kingwood High School 1984 — 1987
eVestment April 2014 - Present
Morningstar April 2013 - April 2014
Morningstar January 2011 - April 2013
Morningstar March 2007 - January 2011
Morningstar March 2006 - March 2007
Ibbotson Associates December 2000 - March 2006
Education
Colorado State University 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Textura Corporation July 2014 - January 2015
AIM Specialty Health December 2008 - July 2014
Orange Loft, LLC August 2007 - November 2008
Hubbard One January 2007 - August 2007
Northern Trust Corporation April 2006 - January 2007
Wheels, Inc. November 2005 - March 2006
Ibbotson Associates April 2005 - November 2005
GTreasury February 2003 - April 2005
Law Offices of Peter Francis Geraci April 2002 - December 2002
Pepsi Americas September 2001 - March 2002
Skills
Software Development, Agile Methodologies, SQL, .NET, JavaScript, SDLC, C#, Microsoft SQL Server, ASP.NET, Business Analysis, SOA, Web Services, Web Applications, Enterprise Architecture
Education
University of Illinois at Chicago 1981 — 1986
Bachelor's Degree, Accounting
Glenbrook South High School 1977 — 1981
High School
Pres-On 2015 - Present
YMCA 2012 - 2013
Blue Starr Design 2003 - 2011
Towers Watson 1999 - 2003
Ibbotson Associates 1998 - 1999
Spiegel 1996 - 1997
Skills
Marketing Communications, Creative Direction, Social Media Marketing, Marketing, Advertising, Graphic Design, Fine Art, Art, Corporate Branding, Trade Shows, Management, Brand Development, Corporate Communications, Facebook, Online Marketing, Social Networking, Creative Strategy, Sales, Customer Service, Customer Engagement, Customer Retention, Customer Experience, Public Relations, Adobe Creative Suite, Adobe Acrobat, QuarkXPress, Art Direction, Marketing Strategy, InDesign, WordPress, Logo Design, B2B, Mac, Nonprofits, Graphics, Visual Communication, Fitness Industry, B2B Marketing, Office Administration, Office Management, Front Office, Direct Marketing, Direct Sales, Directing, Press Releases, Web Design, Brand Management, Recruiting, Event Management, Event Planning
Education
Loyola University Chicago
Bachelor of Arts, Design and Visual Communications
Morton College
Design and Visual Communications
Northern Trust January 2010 - Present
Elmhurst College 1994 - 2011
Harris Bank 2001 - September 2009
BMO Capital Markets 2001 - September 2009
Northern Trust 1999 - 2001
Ibbotson Associates 1996 - 1998
First Chicago 1988 - 1996
Skills
Sales, Bank Relationship..., Private Lending, Wealth Management, Sales Management, Private Banking, Investments, Loans, Credit, Commercial Banking, Portfolio Management, Credit Analysis, Banking, Education, Public Speaking, Teaching, Management, Leadership, Commercial Lending, Financial Analysis, Asset Allocation
Education
Dominican University 1989 — 1991
MBA, Finance and Financial Management Services
Augustana College 1983 — 1987
Bachlor of Science, Economics
Elmhurst College
Economics and Finance
Ibbotson Associates April 2015 - Present
Morningstar August 2013 - March 2015
Morningstar August 2014 - October 2014
The Art Institute of Chicago April 2013 - May 2013
Morningstar June 2012 - February 2013
The Art Institute of Chicago June 2011 - December 2011
campusCATALYST March 2011 - June 2011
Skills
Research, Data Analysis, Economics, Microsoft Excel, Market Research, PowerPoint, Nonprofits, Statistics, Stata, Non-profits, Event Planning, Microsoft Office
Education
University of Chicago 2009 — 2013
Bachelor's Degree, Economics/ Art History
Raffles Junior College 2007 — 2008
GCE 'A' Levels, 7/7 Distinctions
CFA Program
Passed Level II of the CFA Program
Envestnet Asset Management July 2014 - Present
Envestnet Asset Management September 2010 - June 2014
Envestnet Asset Management June 2008 - September 2010
Mesirow Financial June 2006 - May 2008
Ibbotson Associates February 2005 - May 2006
Skills
Statistics, Econometrics, Quantitative Finance, Portfolio Optimization, Asset Allocation, Portfolio Management, Mutual Funds, Hedge Funds, Time Series Analysis, Research, Investment Strategies, Stochastic Calculus, Monte Carlo Simulation, Cluster Analysis, Financial Economics, Matlab
Education
University of Chicago
Master of Science (M.S.), Financial Mathematics
University of Iowa - Henry B. Tippie College of Business
Doctor of Philosophy (Ph.D.), Finance
University of Iowa
Master of Science (M.S.), Statistics
University of Iowa
Master of Arts (M.A.), Economics/Econometrics
Georgetown University
Engalitcheff Institute on Comparative Political and Economic Systems
Central College
Bachelor of Arts (B.A.), Economics
Ibbotson Associates November 2014 - Present
Arts & Business Council of Chicago August 2014 - Present
Morningstar Investment Services December 2011 - October 2014
Archway Technology Partners August 2010 - July 2011
Column Capital Advisors, LLP February 2010 - April 2010
Two Fish Hedge Fund September 2009 - February 2010
Johnson & Johnson January 2009 - June 2009
Vought Aircraft May 2007 - August 2007
Vector Marketing April 2006 - October 2006
Skills
Strategic Financial..., Financial Modeling, Investments, Sales, Morningstar, Financial Analysis
Education
Butler University - College of Business Administration 2006 — 2010
B.S., Finance
Morningstar May 2013 - Present
Morningstar January 2011 - May 2013
Ibbotson Associates March 2006 - December 2010
Ibbotson Associates August 2004 - March 2006
Ibbotson Associates January 2002 - August 2004
Ibbotson Associates August 2000 - January 2002
Skills
Asset Management, Investments, Portfolio Management, Asset Allocation, Business Strategy, Management, Investment Advisory, Investment Strategies, Wealth Management, Leadership, Investment Management, Asset Managment, Alternative Investments, Valuation, Mutual Funds, Fixed Income, Business Development, Private Equity, Investment Banking, Equities, Financial Modeling, Hedge Funds, Strategic Financial..., Series 7, Financial Markets, Financial Services, Derivatives, Bloomberg
Education
Northwestern University - Kellogg School of Management 2007 — 2010
MBA, Strategy and Management
DePaul University 1998 — 2000
BS, Finance
Global Investment Manager 2012 - Present
Global Investment Manager 2009 - 2012
Northern Trust Wealth Management 2007 - 2009
Northern Trust Wealth Management 2005 - 2007
Ibbotson Associates 2002 - 2004
Skills
Investment Sales, New Business Development, Relationship Management, Asset Allocation, Investment Management, Alternative Investments, Asset Management, Investment Product..., Investments, Portfolio Management, Wealth Management, Strategy, Due Diligence, Financial Advisory, Leadership, Asset Managment, Sub-advisory Investments, DCIO, Defined Contribution, Morningstar Direct, Investment Advisory, Finance, Fund Of Funds, Wealth Management..., Mutual Funds, Institutional..., Product Specialist, Equities, Exchange Traded Funds, ETFs, Hedge Funds, Fixed Income, Investment Strategies, Series 7, Capital Markets
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA, Finance, Marketing, Management & Strategy
Indiana University Bloomington 1990 — 1994
Legacy Marketing Partners May 2006 - Present
Legacy Marketing Partners May 2006 - July 2012
Ibbotson Associates October 2004 - May 2006
Seven Worldwide, Inc January 1994 - October 2004
Skills
HRIS, Talent Management, Recruiting, Employee Relations, Employee Benefits, Talent Acquisition, Employee Engagement, Payroll, Applicant Tracking..., Organizational..., Interviews, Training, Workforce Planning, HR Policies, Human Resources, Management, Account Management, Building Relationships, CRM, College Recruiting, Deferred Compensation, Employee Training, Employer Branding, Executive Search, FMLA, Hiring, Integrated Marketing, Internet Recruiting, Leadership, Leadership Development, New Hire Orientations, Performance Appraisal, Succession Planning, Team Building
Education
Eastern Illinois University
Governors State University
Bachelor of Arts
Jewish Federation of Metropolitan Chicago October 2002 - Present
Segal Rogerscasey February 2000 - September 2002
Ennis Knupp & Associates June 1994 - February 2000
Ibbotson Associates March 1991 - June 1994
Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Investments, Portfolio Management, Private Equity, Valuation, Investment Management, Investment Strategies, Mutual Funds, Financial Analysis, Asset Allocation, Financial Modeling
Education
The University of Chicago Booth School of Business 1995 — 1999
Master of Business Administration (MBA), Economics
Cornell University 1986 — 1990
Bachelor of Arts (BA), Economics
Marco Consulting Group 2013 - 2014
Morningstar 2008 - 2013
Altair Advisers 2002 - 2008
West Hills Intitutional/Wells Fargo (fka Everen, fka First Union, fka Wachovia) 1997 - 2002
Ibbotson Associates 1993 - 1997
Education
University of Illinois at Urbana-Champaign
Master of Science (MS), Finance, General
The College of Wooster
Bachelor's degree, Business/Managerial Economics, Graduated with highest GPA in major.
True February 2013 - July 2014
International Interior Design Association October 2005 - June 2012
Waubonsee Community College 2002 - 2005
Freelance 1997 - 2002
Ibbotson Associates 1996 - 1997
NOTIS Systems 1988 - 1995
NOTIS Systems 1988 - 1995
American Library Association 1982 - 1990
Continental Bank 1987 - 1988
American Medical Association 1981 - 1987
Skills
Web Content Management, Digital Asset Management, MediaBeacon, Taxonomy, Content Strategy, Content Management, Web Content Creation, Technical Writing, Software Documentation, Xinet, Digital Curation, Copy Editing, Google Analytics, Blogging, Library Reference, Indexing, SharePoint, content management...
Education
University of Illinois at Urbana-Champaign
M.S., Library and Information Science
Southern Illinois University, Carbondale
B.A., Spanish Language and Literature
Harvard Extension School
Continuing Education
Computer Training Source 2012 — 2012
Farmers Insurance September 2004 - Present
Morningstar April 2003 - September 2004
Ibbotson Associates August 2000 - April 2003
SciTech International October 1998 - August 2000
Skills
Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, Health Insurance, Casualty, Umbrella Insurance, Management, Sales, Sales Management, New Business Development, Team Building, Account Management, Underwriting, Casualty Insurance, Customer Service, Liability, Life Insurance
Education
Eastern Illinois University 1992 — 1996
BA, Communications. minor in Finance
CFO Advisory Services January 2010 - Present
Chicago Urban League 2007 - 2010
Chicago Urban League 2007 - 2010
Chase Bank July 2005 - June 2007
Latin American Chamber of Commerce 2002 - 2005
Bizko 1999 - 2002
Bank of America 1996 - 1999
Ibbotson Associates 1994 - 1996
CIT Equipment & Project Finance 1988 - 1994
GE Capital 1984 - 1987
Skills
Financial Analysis, Investments, Strategy, Strategic Planning, Corporate Finance, Due Diligence, Management, Start-ups, Budgets, Executive Management, Private Equity, Team Building, Banking, Public Speaking, Venture Capital, Credit, Entrepreneurship, Portfolio Management, Managerial Finance, Financial Modeling, Equities, Accounting, Risk Management, Nonprofits, Small Business, Business Strategy, Financial Reporting, New Business Development, Business Planning, Asset Management, Valuation, Loans, Credit Analysis, Business Analysis, Strategic Financial..., Management Consulting, Mergers & Acquisitions, Cash Flow, Forecasting, Treasury Management, Acquisitions, Non-profits, Financial Advisory, Cash Management, Financial Planning, Mergers, Asset Managment, Budgeting, Financial Management, Foreign Corruption Risk...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1985
MBA, Finance
University of Nebraska at Omaha 1975 — 1980
BSBA, Banking & Finance
Strategic Global Advisors, LLC January 2008 - Present
Harris Investment Management January 2006 - December 2007
Deutsche Bank November 2004 - July 2005
Schwab Soundview Capital Markets February 2000 - October 2004
Ibbotson Associates August 1998 - February 2000
RogersCasey June 1995 - August 1998
Andersen Consulting June 1989 - June 1993
Skills
Portfolio Management, Asset Management, Equities, Portfolio Optimization, Risk Modeling, Investments, Quantitative Research, Quantitative Analysis, Performance Attribution, Factset, Asset Allocation, Quantitative Finance, Optimization, Equity Research, Institutional...
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA, Finance
Purdue University 1985 — 1989
BS, Computer & Electrical Engineering
FL Putnam October 2007 - Present
Markov Processes International 2006 - 2007
Bowdoin College January 2006 - November 2006
Wellington Management July 2000 - January 2006
Ibbotson Associates October 1995 - June 2000
Putnam Investments July 1993 - July 1995
Skills
Investments, Asset Allocation, Asset Managment, Portfolio Management, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2007
Masters, Business
University of Massachusetts, Amherst 1989 — 1993
Bachelor's degree, Economics
Investment Metrics March 2014 - Present
Morningstar March 2006 - March 2014
Ibbotson Associates July 1996 - March 2006
The Alcar Group. Inc. February 1987 - November 1995
Skills
Alternative Investments, Asset Allocation, Investments, Asset Managment, Equities, Mutual Funds, Hedge Funds, Wealth Management, Asset Management, Fixed Income, Portfolio Management, Sales Management..., Investment Advisory, Financial Markets, Investment Strategies, Investment Management, ETFs, Financial Services, Capital Markets, Relationship Management
Education
DePaul University 1979 — 1983
BS, Finance
Van Eck Global Market Vectors ETFs June 2009 - Present
Rydex Investments January 2007 - January 2009
Rydex Investments July 2005 - December 2006
Ibbotson Asociates January 2003 - June 2005
Ibbotson Associates January 1998 - June 2005
Ibbotson Associates January 1999 - January 2003
Ibbotson Associates January 1998 - December 1998
American Express Financial Advisors 1997 - 1997
Dunn & Bradstreet 1995 - 1997
Skills
ETFs, ETF Product Development, Product Marketing, Marketing Strategy, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Portfolio Management, Asset Management, Investments, Hedge Funds, Financial Services, Bloomberg, Fixed Income, Series 7, Capital Markets, Trading, Finance, Securities
Education
The University of Texas at Austin 1990 — 1995
B.A., Economics
Morningstar October 2014 - Present
Morningstar June 2013 - October 2014
Morningstar June 2012 - October 2014
Morningstar March 2006 - June 2012
Andex Associates May 2009 - December 2009
Ibbotson Associates October 1998 - March 2006
Merrill Lynch 1998 - 1998
Skills
Investments, Mobile Applications, Valuation, Asset Allocation, Strategy, Executive Management, Finance, Financial Services, Product Management, Software Development, Mergers & Acquisitions, Portfolio Management, Publishing, Financial Modeling, Retirement Planning, Financial Markets, Software Project...
Education
University of Illinois at Urbana-Champaign 1994 — 1998
B.S., Finance
York Solutions, LLC April 2014 - Present
Tandem HR October 2013 - March 2014
BP February 2013 - June 2013
Legacy Marketing Partners October 2010 - February 2013
Voyageur One, Inc. September 2008 - October 2010
Spot Trading LLC July 2007 - July 2008
Ibbotson Associates September 2004 - July 2007
Applied Graphics Technologies July 1998 - September 2004
Levi Strauss & Co. 1995 - 1998
Skills
Human Resources, Talent Management, Onboarding, Talent Acquisition, Executive Coaching, Recruiting, Employee Benefits, HR Consulting, Performance Management, Coaching, Strategic Planning, Organizational..., Employee Relations, HRIS, Employee Engagement, Applicant Tracking..., Training, Personnel Management, Organizational..., HR Policies, College Recruiting, Succession Planning, Business Development, Interviews, Workforce Planning, Deferred Compensation, Organizational Design, Employer Branding, Career Development, Mergers & Acquisitions, Change Management, Organizational Alignment, Global Talent..., Social Media..., Learning and Development, Strategy Execution
Education
Keller Graduate School of Management of DeVry University
Master's Degree
DePaul University
Certificate of Professional Achievement in Organizational Development
Drake University
Bachelor of Arts
Altair Advisers June 2002 - Present
Arthur Andersen July 1997 - May 2002
Ibbotson Associates May 1996 - July 1997
Education
University of Notre Dame 1992 — 1996
Bachelors, Business Administration, Finance
Trio Creative Communications LLC August 2014 - Present
Live Marketing August 2014 - Present
Live Marketing November 2013 - August 2014
Live Marketing April 2012 - November 2013
Live Marketing October 2005 - April 2012
Live Marketing February 2002 - October 2005
Live Marketing October 2000 - February 2002
Ibbotson Associates October 1995 - September 2000
Skills
Integrated Marketing, B2B, Lead Generation, Content Marketing, Social Media Marketing, Online Marketing, Event Marketing, Digital Marketing, Trade Shows, Marketing Communications, Writing, Online Advertising, Marketing Strategy, Email Marketing, Social Media, Content Development, Marketing, Event Planning, Relationship Marketing, Copywriting, Creative Direction, Event Management, Creative Strategy, Direct Marketing, Web Content Management, Blogging, Strategy, B2B Marketing, Corporate Communications, Digital Strategy, Sponsorship, Digital Media, Sales, Brand Development, Product Marketing, Brand Awareness, Leadership
Education
University of Notre Dame 1991 — 1995
BA
Chartwell Investment Partners April 2015 - Present
Geneva Advisors August 2012 - April 2015
Pacific Income Advisers May 1999 - August 2012
PaineWebber August 1996 - May 1999
Ibbotson Associates October 1994 - August 1996
PNC Bank 1992 - 1994
Skills
Investments, Asset Management, Equities, Asset Allocation, Mutual Funds, New Business Development, Separately Managed..., Hedge Funds, Fixed Income, Alternative Investments, Investment Strategies, Financial Advisory, Asset Managment, Financial Services, High Net Worth..., Securities, Financial Markets, Training, ETFs, Relationship Management, Series 65, Sales Presentations, Business Relationship..., Institutional Clients, Municipalities, Certified Investment..., CRM, Investment Advisory, Institutional..., Selling, Salesforce.com, Investment Products, Taft-Hartley Clients, Foundations and..., Consultative Selling, Consultant Relations, Client Service, Investment Policy..., Seminars, Practice Management, Public Speaking, Series 7, Sales
Education
University of Notre Dame - Mendoza College of Business 1990 — 1992
MBA, Finance
The Johns Hopkins University 1984 — 1988
BA, Economics
Mater Dei High School 1981 — 1984
IMCA
Morningstar Investment Management January 2014 - Present
Morningstar March 2011 - January 2014
Morningstar October 2007 - March 2011
Zacks Investment Research December 2005 - October 2007
Ibbotson Associates January 1999 - December 2005
Skills
Portfolio Management, Equities, Investments, Finance, Valuation, Integrated Marketing, Relationship Management, Trading, Project Management, Asset Allocation, Financial Services, Mutual Funds, Product Development, Strategy, Asset Management
Education
Loyola University of Chicago 2004 — 2006
Master of Business Administration (MBA), Finance
Loyola University of Chicago 1994 — 1998
Bachelor of Business Administration (BBA), Finance
Ibbotson Associates January 2011 - Present
Ibbotson Associates July 2004 - December 2010
Ibbotson Associates November 1999 - July 2004
Cova Life Insurance Company September 1996 - October 1999
Skills
Asset Allocation, Client Service, New Business Development, Public Speaking, Annuities, Marketing Strategy, Account Management, Insurance, Excel, Word, Product Marketing, Sales Support, Fixed Annuities, Business Development, Financial Services, Marketing, Sales, Sales Operations, Asset Management
Education
University of Phoenix 2005 — 2006
MBA, Global Management
Arizona State University 1985 — 1989
Bachelor of Science, Finance
Stevenson High School 1981 — 1985
ThomasPartners January 2012 - Present
LongPoint Financial Planning May 2004 - December 2011
ThomasPartners, Inc November 2002 - April 2004
Russell Investments 1988 - 1993
Frank Russell Company 1988 - 1993
Ibbotson Associates October 1986 - May 1988
Education
University of Minnesota-Twin Cities 1982 — 1984
MS, Applied Economics and Statistics
University of Wisconsin-Eau Claire 1978 — 1982
BA, Economics
Aon Hewitt January 2012 - Present
Ibbotson Associates June 2002 - December 2011
Mercer 1999 - 2002
Skills
Equities, Fixed Income, Hedge Funds, Portfolio Management, Asset Management, Emerging Markets, Mutual Funds, Securities
Education
University of Melbourne
Bachelor of Commerce, Actuarial Studies and Economics
Stericycle June 2011 - Present
Kastle Systems June 2006 - June 2011
Ibbotson Associates November 1997 - March 2006
CCC Information Services May 1992 - November 1997
Skills
Salesforce.com, Training, CRM, Project Management, Account Management, Leadership, New Business Development, Management, Software Documentation, Enterprise Software, SugarCRM, Testing, Software Project..., Requirement..., Cross-functional Team..., Rightnow.com, Scrum, Agile Project Management, Agile & Waterfall..., Team Building, Sales Operations, Process Improvement, Sales, Strategic Planning
Education
Lake Forest Graduate School of Management 2000 — 2004
Masters, Masters in Business Administration
Lake Forest College 1987 — 1989
Bachelor of Arts, International Relations - Politics, French, Economics
Ithaca College 1985 — 1986
Physics
Highland Park High School 1982 — 1985
Raymond James Financial Inc. 2014 - Present
Inverness Advisors, LLC 2009 - 2014
Stanford Group Company 2008 - 2009
Thomas Weisel Partners 2006 - 2008
SG Cowen 2004 - 2006
Ibbotson Associates 1998 - 2002
Skills
Investment Banking, Venture Capital, Valuation, Mergers, Financial Modeling, Private Equity, Equities, Due Diligence, Investments, Portfolio Management, Alternative Investments, Corporate Finance, Asset Managment, Capital Markets, Corporate Development, Financial Analysis, Asset Allocation, Mergers & Acquisitions, Private Placements
Education
Emory University - Goizueta Business School 2002 — 2004
MBA
University of Wisconsin-Madison 1993 — 1997
BBA, Finance and Economics
UnearthYourWorth® January 2007 - Present
REA - Partners in Transition September 2010 - Present
Next-Job (Outplacement Services) 2011 - 2012
Stockyards Theatre Project 2006 - 2011
Olenick & Associates (Consulting) 2007 - 2009
Ibbotson Associates 2000 - 2006
CNA Insurance 1997 - 2000
Advanced Health Med-E-Systems, Inc. (Medical Systems) 1996 - 1997
RR Donnelley - Database Technology Services (Pre-Press Publishing) 1994 - 1996
CCH 1990 - 1994
Skills
Career Development, Career Identity, Career Counseling, Coaching, Executive Coaching, Resume Writing, Interviews, Personal Branding, Career Management, Leadership, Job Search Strategies, Training, Public Speaking, Workshop Facilitation, Workshops, Personal Development, Management Development, Executive Development, Life Coaching, Job Search, Career Assessment, Social Networking, Entrepreneurship, Resume, Career Development..., Interview Preparation, Outplacement, Work Life Balance, Career Transitions, Staff Development, 360 Feedback, Business Coaching, Confidence Building, Personal Coaching, Design Workshops, Facilitation, Training Delivery, Change Management, Writing
Education
Mentor Coach, LLC 2012 — 2014
Certified Mentor Coach, Certified Executive Coach, Executive Coaching and Small Business Coaching
University of Delaware
Bachelor's of Electrical Engineering, Minor: Computer Science
Northern Trust Corporation 2006 - Present
Mercer Investment Consulting 2006 - 2006
Northern Trust Corporation 2004 - 2006
Northern Trust Corporation 1997 - 2004
Ibbotson Associates 1993 - 1996
Kemper Financial Services 1992 - 1993
Skills
Investments, Wealth Management, Change Management, Asset Allocation, Asset Management, Portfolio Management, Investment Advisory, Strategic Planning, Public Speaking, Program Management, Institutional Investors, Business Strategy, Asset Managment, Institutional..., Product Management, Mutual Funds, Morningstar Direct, Financial Services, Risk Management, Investment Management, Hedge Funds, Equities, Investment Strategies, Securities, Wealth Management..., Series 7, High Net Worth..., Separately Managed...
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Strategic Management, Marketing, and Technology & E-Commerce
University of Iowa 1987 — 1991
Bachelor of Arts
Morningstar Investment Management 2011 - Present
CDI Strategies 2010 - 2011
Wilshire Associates June 2004 - 2008
Ibbotson Associates 2000 - 2003
Kemper Financial Services Inc. 1985 - 1995
Skills
Investments, Mutual Funds, Asset Allocation, Financial Services, Business Development, Portfolio Management, Asset Management, Product Management, Investment Advisory, Relationship Management, CRM, Morningstar Direct, Leadership, Financial Advisory, Competitive Analysis, Finance, Retirement, Management
Education
The University of Chicago Booth School of Business 1982 — 1984
Loyola University Chicago
BBA, Marketing
Texas Tech University August 2002 - Present
Ibbotson Associates 2000 - 2000
Skills
Fixed Income, Derivatives, Economics, Valuation, Portfolio Management, Risk Management, Finance, Equities, Investments, Wealth Management, Investment Management, Alternative Investments, Customer Service, Higher Education
Education
Texas Tech University 1986 — 1991
Master of Science (M.S.), Finance
Texas Tech University 1986 — 1991
Doctor of Philosophy (PhD), Finance
PuroClean Property Restoration Specialists March 2009 - Present
Mesirow Financial March 2006 - November 2009
Ibbotson Associates March 2001 - March 2006
Thompson Financial 1997 - 1999
Skills
Fire Management, Mold, Water, Mold Remediation, Water Damage, Insurance, Small Business, New Business Development, Team Building, Contract Negotiation, Restoration, Management, Marketing, Indoor Air Quality, Leadership, Remediation, Due Diligence, Analysis, Real Estate, Mitigation, Carpet Cleaning, Portfolio Management, Asset Management, Water Damage Restoration, Investments, Program Management, Entrepreneurship, Consulting, Start-ups, Executive Management, Residential Homes, Product Marketing
Education
Illinois Institute of Technology 1993 — 1996
MS, Financial Markets and Trading
Coe College 1986 — 1990
BA, Business
Lane Tech HS 1982 — 1986
Diploma, General Studies
FTSE Russell April 2015 - Present
Russell Investments May 2006 - April 2015
Prism Analytics July 2004 - May 2006
Ibbotson Associates May 2000 - July 2004
Scudder Kemper Investments Inc September 1997 - May 2000
AT&T September 1996 - June 1997
Education
Stony Brook University 1990 — 1996
Doctor of Philosophy (Ph.D.), Economics
Computational Economics Workshop, Santa Fe Institute
Summer School in Complex Systems, Santa Fe Institute
Visiting Scholar, Brookhaven National Laboratory
Laboratory of Per Bak
Massachusetts Institute of Technology 1975 — 1978
Bachelor’s Degree, Economics
Ibbotson Associates October 2011 - Present
TCS Metal June 2009 - August 2010
Leo Burnett June 2007 - August 2007
REMG Entertainment Corporation June 2006 - August 2006
Gap Inc. January 2004 - August 2005
Education
IE (Instituto de Empresa) 2010 — 2011
MIF, Finance
Huron University College 2005 — 2009
BMOS, Finance
McMorgan & Company 2014 - Present
Credit Suisse 2011 - 2013
Wilshire Associates 2007 - 2010
Ibbotson Associates 2004 - 2007
UBS Global Asset Management 1997 - 2003
Skills
Chartered Finacial..., Series 7, Series 66, Asset Allocation, Portfolio Management, Due Diligence, Investments, Institutional..., Investment Strategies, Financial Advisory, Alternative Investments, Fixed Income, Finance, Investment Management, Equities, Asset Management
Education
University of Iowa 1988 — 1991
BBA, Finance
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors April 2008 - March 2013
Wells Fargo Advisors April 2004 - April 2008
Mesirow Financial June 1997 - April 2004
Ibbotson Associates June 1995 - June 1997
Skills
Series 7, Wealth Management, Series 63, Series 65, Mutual Funds, Asset Allocation, Investment Advisory, Investments, Retirement Planning, Alternative Investments, Securities, Portfolio Management, Asset Managment, Investment Strategies, Financial Advisory, Strategic Financial..., Retirement, Practice Management, Leadership, Public Speaking, Business Strategy, Product Development, Entrepreneurship, Certified Financial...
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Securities Industry Institute (Sponsored by SIFMA), Investments and Securities
Western University 1994 — 1995
MA, Economics
Lake Forest College 1990 — 1994
BA, Economics and International Relations
Guaranteed Rate April 2015 - Present
Prospect Mortgage, LLC January 2011 - April 2015
Wintrust Mortgage Corporation March 2009 - December 2010
Revere Mortgage July 2001 - March 2009
Mercer Human Resources February 2002 - October 2002
Lipton, division of Unilever May 2000 - August 2000
Ibbotson Associates March 1997 - June 1999
ABN AMRO August 1995 - March 1997
Skills
Loans, Mortgage Lending, Refinance, Investment Properties, Residential Homes, Financial Analysis, Credit, Finance, Strategic Planning, Loan Origination, Credit Analysis, Business Development, Budget, Loan Originator, Mortgage Industry, FHA financing, HARP, Renovation Lending, 203K, HomePath, HomeStyle, HARP 2.0, Mortgage Banking, New Home Purchase, First Time Home Buyers, Residential Mortgages, Renovation, Budgets, Real Estate, Real Estate Transactions, VA loans, USDA, VA Loans, FHA, Sales, Investors, FHA Financing
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Marketing and Management & Organizational Behavior
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
BS, Finance
New Trier High School 1987 — 1991
Ibbotson Associates January 2014 - Present
Morningstar January 2013 - December 2013
Morningstar Australasia Pty Ltd. February 2008 - December 2012
Morningstar December 2006 - February 2008
Great Northern Corporation June 2003 - July 2006
Education
Purdue University - Krannert School of Management 1998 — 2003
Bachelor of Science (BS), Industrial Management/Management Information Systems
Morningstar 2014 - Present
Morningstar 2011 - 2014
Morningstar 2008 - 2011
Morningstar 2002 - 2008
Morningstar 2000 - 2002
Ibbotson Associates 1996 - 2000
Irwin Professional Publishing 1994 - 1996
College for Financial Planning 1982 - 1994
Skills
Product Management, Product Development, Financial Modeling, Enterprise Software, Personal Financial..., Specification..., Business Requirements, Personnel Management, Strategic Planning, Investments, Portfolio Management, Mutual Funds, Financial Services, Program Management, Morningstar Direct, Management
Education
Regis University 1988 — 1994
Master of Business Administration (MBA), Marketing Strategy
College for Financial Planning 1983 — 1986
CFP Professional Education Program
University of Kentucky 1978 — 1982
Bachelor's degree, English
Liquid Alternative Investments Company, LLC December 2013 - Present
SFC Associates January 2010 - 2014
Ezra Zask Advisors, LLC January 1998 - January 2010
Azimuth Trust 2006 - 2007
Ibbotson Associates April 2003 - July 2006
Advisor Software 2001 - 2001
Ezra Zask Associates, LLC March 1991 - June 1998
Manufacturers Hanover Trust 1990 - 1998
BNY Mellon 1988 - 1991
Skills
Expert Witness, Due Diligence, Hedge Funds, FX, Derivatives, Trading, Options, Swaps, Structured Products, Fixed Income, Equities, Commodities, Money Market, Hedging, Private Equity, Alternative Investments, Capital Markets, Fund Of Funds, Currency, Valuation, Investment Banking, Securities, Bonds, Financial Markets, Interest Rate..., Rates, Mergers, Equity Derivatives, Asset Management, Prime Brokerage, Forwards, Credit Derivatives, Proprietary Trading, Market Risk, FX Options, Portfolio Management, ISDA, FX trading, Litigation Support, Corporate Finance, Global Macro, Investments, Risk Management, Banking, MBS, Bloomberg, Quantitative Analysis, Financial Modeling, Economics, Emerging Markets
Education
Columbia University 1973 — 1975
MA, Political Science, Economics
Princeton University 1968 — 1972
B.A., Economics
Docupace Technologies October 2014 - 2015
Broadridge January 2012 - August 2013
EISI 2010 - 2011
Mesirow Financial 2006 - 2010
Ibbotson Associates 2003 - 2006
Associated Press 2001 - 2003
Bridge Information Systems 1989 - 2001
US Army January 1986 - December 1990
Skills
Financial Services, Relationship Management, Business Development, New Business Development, Investments, Capital Markets, Securities, Mutual Funds, Start-ups, Equities, Retirement, Retirement Plan..., Sales, Salesforce.com, Strategic Planning, BPO, Outsourcing, Contract Negotiation, Direct Sales, Fixed Income, Solution Selling, Investment Strategies, Asset Management, Market Data, Miller Heiman Sales..., 401k, Technology
Education
Longview Community College 1988 — 1991
Orange County Government January 2014 - Present
Orange County Government January 2012 - January 2014
McHenry County Government June 2009 - January 2012
Triton-Tek, Inc. 2007 - 2009
Mill Creek Systems, Inc. 2002 - 2007
Fiserv Insurance Solutions 2000 - 2002
Ibbotson Associates 1998 - 2000
Skills
LINQ, HTML, C++, JavaScript, Python, SOA, VMware ESX, ASP.NET, C#, SQL Server, .NET, Visual Studio, WCF, Silverlight, IIS, SQL, XML, WPF, TFS, AJAX, ADO.NET, Windows, T-SQL, C, ASP, VB.NET, Visual Basic, ASP.NET MVC, WinForms, Stored Procedures, Web Services, CSS, Windows Server, Expression Blend, RIA, jQuery, Entity Framework, SSIS, SSRS, ASP.NET AJAX, XAML, SharePoint, Web Applications, COM, ArcGIS, GIS, Database Design, Application Development, Databases, Web Development
Education
University of Illinois at Chicago 2002 — 2003
Loyola University Chicago 1997 — 1999
Master
State University of New York at Buffalo 1995 — 1997
Master
HighMark Capital Management January 2015 - Present
Wilshire Associates June 2008 - January 2015
Ibbotson Associates September 2004 - June 2008
Morgan Stanley Smith Barney January 2000 - September 2004
Skills
Liquid Alternatives, Asset Allocation, Investment Strategies, Asset Management, Portfolio Management, Alternative Investments, Investment Management, Due Diligence, Risk Management, Manager Research, Hedge Funds, Multi-asset, Mutual Funds, Portfolio Optimization
Education
DePaul University
BS
Cedar Capital November 2014 - April 2015
Astor Investment Management January 2014 - April 2015
Waveland Capital Group January 2010 - January 2014
Man Investments June 2003 - June 2009
Ibbotson Associates January 2000 - March 2003
Skills
Investments, Private Equity, Asset Management, Securities, Financial Services, Investment Banking, Financial Advisory, Finance, Funding, Alternative Investments, Mutual Funds, Series 7
Education
The University of Kansas 1992 — 1996
BGS, Communications/Business
Fremd High School 1988 — 1992
SpinfreePR 2003 - Present
McCoy Energy Consulting 2012 - Present
Trans-Elect, LLC 2006 - 2008
WIRES 2006 - 2007
Michigan Electric Transmission Company (METC) 2003 - 2006
Depression and Bipolar Support Alliance 2002 - 2003
Northwestern Memorial Hospital 2002 - 2003
Ketchum 1999 - 2001
ComEd 1998 - 1999
Ibbotson Associates 1994 - 1998
Skills
Corporate Communications, Strategic Communications, Crisis Communications, Marketing Communications, Internal Communications, Writing, Creative Writing, Technical Writing, Report Writing, News Writing, Resume Writing, Speech Writing, Financial Reporting, Annual Reports, Investigative Reporting, Executive Management, Corporate Finance, Public Speaking, Speakers Bureau, Issues Managment, Utility Industry, Media Relations, Trade Shows, Media Trained, Media Skills Training, Spokesperson, Strategic Planning, Crisis Management, Newsletters, Press Releases, Public Relations, Web Content
Education
Michigan State University
Bachelor of Arts (B.A.), Journalism
Aon Hewitt Investment Consulting, Inc. August 2005 - Present
Morgan Stanley 2004 - 2005
CDW 2003 - 2004
W.W. Grainger 1999 - 2003
Ibbotson Associates 1998 - 1999
Skills
Investments, Asset Allocation, Mutual Funds, Asset Managment, Financial Modeling, Portfolio Management, Wealth Management, Equities, Investment Strategies, Defined Contribution, Asset Management, Retirement, 401k, Valuation, Series 7, Financial Services, Investment Management, Finance, Alternative Investments, Fixed Income, Strategic Financial..., Risk Management, Financial Analysis, Investment Advisory, Morningstar
Education
University of Illinois at Chicago 1996 — 1999
Finance, Finance & Accounting
J.P. Morgan April 2013 - Present
Progressive Automotive Systems November 2008 - April 2013
FHLBC June 2006 - November 2008
Ibbotson Associates December 2005 - June 2006
Verety LLC (SEI) December 2004 - December 2005
SEI Information Technology May 1992 - December 2004
Wallace Computer Services 1987 - 1992
CDI Systems January 1984 - April 1987
City Colleges of Chicago January 1981 - January 1984
American Medical Association September 1979 - January 1981
Skills
Requirements Analysis, SDLC, Software Project..., Agile Methodologies, Integration, SQL, Enterprise Architecture, Business Intelligence, C#, Application Architecture, JavaScript, C++, ASP.NET, SaaS, Web Applications, Ext JS, MongoDB, Visio, Business Analysis, Quality Assurance, SOA, Web Services, Unix, Scrum, SharePoint, Product Management, Microsoft SQL Server, Software Development, XML, Software Documentation, .NET, Process Improvement, Vendor Management, Business Process..., Requirements Gathering, Project Management, Architecture, Access, IT Strategy, System Architecture, Data Warehousing, Enterprise Software, Agile Project Management, IT Management, Management, Databases, Visual Basic, Database Design, Solution Architecture, Testing
Education
Northeastern Illinois University 1984 — 1985
City Colleges of Chicago-Richard J Daley College 1980 — 1983
Control Data Institute 1979 — 1979
University of Illinois at Chicago 1978 — 1979
? Testing and Quality Assurance ManagerBlue Cross Blue Shield of Illinois, New Mexico, Oklahoma & TexasSeptember 2006 - May 2012
Ibbotson Associates October 2005 - August 2006
Hewitt 2003 - 2004
Hewitt Associates 2003 - 2004
Valil Consulting, Inc November 1997 - February 2003
CNA Insurance 1995 - 1997
IBM 1984 - 1985
Skills
SDLC, Quality Assurance, Project Planning, Testing, Team Leadership, Program Management, Enterprise Architecture, Quality Center, IT Strategy, SQL, Team Building, Requirements Analysis, Vendor Management, Process Improvement, Test Planning, Software Quality..., User Acceptance Testing, Test Automation, Software Project..., Requirements Gathering, ITIL, Leadership, Business Process..., Test Management, Business Analysis, Change Management, Recruiting, Business Process, PMO, Visio, Agile Methodologies, Cross-functional Team..., MS Project, Integration, PMP
Education
Lake Forest Graduate School of Management 2010 — 2013
Master of Business Administration, Healthcare
Illinois Institute of Technology 1982 — 1988
Bachelor of Business Administration, Industrial Management
Goodman Theatre 2002 - Present
Concrete Cloud January 2002 - January 2003
Torque 1997 - 2002
Ibbotson Associates January 1995 - January 1997
Education
The School of the Art Institute of Chicago
BFA
Brandes Investment Partners January 2000 - July 2013
Ibbotson Associates 1997 - 1999
Information Resources, Inc December 1993 - September 1997
Up With People 1989 - 1990
Skills
SharePoint, Illustrator, Social Media, Microsoft Excel, Investments, Graphic Design, Web Design, Annual Reports, Team Leadership, Mac, Photoshop, Advertising, Microsoft Office, Project Planning, HTML, User Interface Design, Social Media Marketing, Management, Marketing Strategy, Microsoft Word, Training, Marketing, Analysis, Visio, Copywriting, Information Architecture, Customer Service, Layout, Marketing Communications, Graphics, Project Management, Direct Mail, PowerPoint, Dreamweaver, Outlook, Online Advertising, Event Planning, Digital Media, Catalogs, Corporate Branding
Education
Columbia College Chicago 1991 — 1993
Design
Madison Area Technical College 1990 — 1991
Up With People 1989 — 1990
Portage Sr. High 1987 — 1989
TEKsystems October 2014 - Present
Modis September 2013 - September 2014
TEKsystems April 2012 - September 2013
David Montgomery Consulting August 2006 - April 2012
Bank of America/Merrill Lynch March 2010 - December 2011
Arroweye Solutions July 2008 - March 2010
Slalom Consulting (Chicago) August 2006 - September 2007
Wolters Kluwer 2001 - 2005
Morningstar, Inc 1999 - 2001
Ibbotson Associates 1989 - 1999
Skills
Financial Markets, Product Development, Program Management, Business Analysis, Product Management, Software Project..., SDLC, PMO, Software Development, Process Improvement, Project Planning, Risk Management, Change Management, IT Strategy, Leadership, Management, Business Process..., Vendor Management, Business Strategy, Strategy, Business Process, Business Intelligence, Integration, Requirements Analysis, PMP, Project Portfolio..., Cross-functional Team..., Agile Project Management, Management Consulting, CRM, Business Planning
Education
Boston University 2006 — 2007
Certificate, Project management
The University of Chicago Booth School of Business 1975 — 1977
MBA, Finance, Accounting, Marketing
Macalester College 1970 — 1974
BA, Economics
Sweet Home High School 1966 — 1970
Savant Investment Group, LLC 2013 - Present
6th Street Playhouse July 2010 - Present
Savant Investment Group, LLC 2010 - Present
Sonoma Country Day School 2004 - 2013
Atlantic Asset Management 2002 - 2010
mPower 1998 - 2001
Ibbotson Associates 1992 - 1998
Texas A&M University 1983 - 1992
Manufacturers Hanover Trust 1986 - 1987
Skills
Asset Allocation, Investment Strategies, Asset Managment, Alternative Investments, Portfolio Management, Hedge Funds, Investments, Investment Management, Equities, Investment Advisory, Fixed Income, Wealth Management
Education
Purdue University - Krannert School of Management 1979 — 1983
Ph.D., Finance
Purdue University 1975 — 1979
BS, Math
MOCHO Trading, LLC January 2015 - Present
Spot Trading LLC March 2014 - Present
Chopper Trading July 2010 - February 2014
Trading Technologies January 2009 - July 2010
PEAK6 January 2008 - January 2009
Trading Technologies December 2004 - January 2008
Ibbotson Associates July 2001 - December 2004
Information Security Corporation July 1997 - July 2001
Fermilab 1994 - 1997
United States Air Force 1985 - 1991
Skills
STL, Boost, Low Latency, Multithreading, Trading Systems, Electronic Trading, C++, Python, Software Engineering, Perl, Object Oriented Design, Linux, Software Development, Unix, OOP, MIPS, Cavium, Myrinet, Solarflare, C, Distributed Systems, Market Data, Trading System, C/C++ STL, Shell Scripting, Exchange Connectivity, High Frequency Trading, Software Design, Unix Shell Scripting, Bash, CVS, Algorithms, ClearCase, Quantitative Finance, Billiards
Education
University of California, Berkeley 2015 — 2017
Master of Science (M.Sc.), Computer Science
Illinois Institute of Technology 1995 — 1997
Master of Science (M.Sc.), Physics
Lewis University 1991 — 1994
Bachelor of Science (B.Sc.), Physics, 3.96 / 4.0
Lewis University 1991 — 1994
Bachelor of Science (B.Sc.), Mathematics, 3.92 / 4.0
US Bancorp - The Private Client Group November 2014 - Present
US Bank March 2011 - November 2014
PNC Bank January 2007 - March 2011
Andersen Financial Group February 2005 - January 2007
Ibbotson Associates May 2001 - December 2003
Skills
Investments, Asset Allocation, Banking, Loan Origination, Public Speaking, Credit, Finance, Loans, Management, Morningstar, Mortgage Lending, Sales, Relationship Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2004
MBA, Business
Northwestern University 2002 — 2002
Investments I
University of Wisconsin-Madison 1992 — 1996
Bachelor of Arts (B.A.)
St. Thomas Academy
High School, Catholic, all boys, college preparatory and military(JROTC)
MPI Chicago Area Chapter July 2014 - June 2015
MPI Chicago Area Chapter July 2013 - June 2014
MPI June 2011 - June 2013
Eved February 2010 - June 2012
Morningstar Advisor March 2006 - June 2007
Ibbotson Associates August 2003 - March 2006
CH Robinson June 1999 - April 2003
Skills
Key Account Management, Account Management, Key Account Development, New Business Development, Strategic Sales, Global Sales, Software Implementation..., Program Management, Meeting Planning, Event Planning, Event Management, Event Marketing Strategy, Marketing Strategy, Email Marketing, Technical Writing, Creative Writing, Sales Presentations, Strategic Sourcing, Strategic Meetings..., Enterprise Software, Business Development, Business Strategy, Trade Shows, Tourism, Team Building, Budgets, Contract Negotiation, Corporate Events, Forecasting, Hospitality, Hotels, Incentives, Lead Generation, Leadership, Management, Marketing, Marketing Management, Public Relations, Proposal Writing, Relationship Management, Relationship Marketing, Sales, Sales Management, Salesforce.com, Selling, Sponsorship, Strategic Partnerships, Strategic Planning
Education
Roosevelt University 2007 — 2009
MS
Northern Illinois University 1995 — 1999
BS
Naperville North High School 1992 — 1995
Novomatic Americas Sales, LLC March 2015 - Present
Bally Technologies October 2008 - January 2015
Wilshire Associates April 2006 - October 2008
Ibbotson Associates January 2005 - May 2006
Education
University of Notre Dame 1994 — 1997
BlackRock December 2013 - Present
Nuveen Investments July 2006 - December 2013
Ibbotson Associates August 2004 - July 2006
Cedar Hill Wealth Management January 2002 - August 2004
Skills
Investment Strategies, Hedge Funds, Asset Allocation, Mutual Funds, Investments, Portfolio Management, Wealth Management, Financial Advisory, Investment Advisory, Due Diligence, Securities, Series 7, Asset Management, Investment Management, Alternative Investments, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
Miami University 1992 — 1996
B.S., Accounting
Morningstar March 2013 - Present
Ibbotson Associates August 2006 - March 2013
Morningstar Associates August 2003 - August 2006
Morningstar Online Advice May 2000 - August 2003
Argonne National Lab. & NIU May 1997 - April 2000
Skills
Portfolio Management, Risk Management, Monte Carlo Simulation, VAR, Asset Allocation, Quantitative Analytics, Equities, Asset Managment, Investment Strategies, Portfolio Optimization, Investments, Financial Modeling, Alternative Investments, Hedge Funds, Financial Markets
Education
University of Houston 1992 — 1996
Ph.D, Physics
Chinese Academy, Institute of Plasma Physics 1989 — 1992
M.S. Candidate, Superconductor Physics
Wuhan University 1985 — 1989
B.S., Physics
Morningstar May 2015 - Present
Morningstar April 2014 - May 2015
Ibbotson Associates June 2012 - March 2014
Ibbotson Associates June 2010 - June 2012
Skills
Asset Allocation, Investment Strategies, Asset Management, Mutual Funds, Alternative Investments, Investment Management, Portfolio Management, Investments, Equities, Fixed Income, Hedge Funds, Financial Modeling
Education
The University of Chicago - Booth School of Business 2006 — 2009
Master of Business Administration (M.B.A.), Analytic Finance, Economics, Strategy
Monmouth College
Bachelor of Arts (B.A.), Economics, Business
Morningstar August 2010 - Present
Ibbotson Associates August 2008 - August 2010
Morningstar March 2000 - 2008
Tanagram Partners April 1997 - August 2000
Skills
Information Design, Typography, Interaction Design, Graphic Design, Adobe Creative Suite, Visual Communication, Art Direction, User Interface Design, Branding, Creative Direction, InDesign, User Experience, Corporate Identity, Illustrator, QuarkXPress, Layout, Corporate Branding, Graphics, Concept Development, Brochures, Creative Strategy, Adobe Acrobat, Collateral, Wireframes, Packaging, Design Strategy, Usability Testing, Posters
Education
Ohio University 1992 — 1996
Bachelor of Fine Arts (BFA), Graphic Design
Kolene Corporation February 2013 - Present
Kolene Corporation October 2007 - February 2013
ITC Limited, Bangalore, India December 2006 - January 2007
Inalfa Roof Systems May 2006 - September 2006
Ibbotson Associates March 2003 - July 2005
Ibbotson Associates July 2000 - March 2003
Skills
Strategic Planning, Business Analysis, Operations Management, Portfolio Management, Financial Modeling, Cross-functional Team..., Data Analysis, Management, Software Documentation, Product Development, Training, Quality Assurance, Process Improvement, Lean Manufacturing, Manufacturing, Continuous Improvement
Education
Oakland University 2005 — 2007
MBA, Operations & Entrepreneurship
Michigan State University 1992 — 1997
BA, Finance
Northern Trust March 2011 - Present
Royal Bank of Scotland Group / ABN AMRO NV 2004 - March 2010
University of Chicago 2003 - 2004
Ibbotson Associates 1998 - July 2003
Education
Columbia College Chicago
Bachelor of Arts
Pangea Holdings LLC January 2012 - Present
Harbormaster Capital Management August 2007 - December 2011
AIG SunAmerica Affordable Housing January 2004 - September 2006
Dimensional Fund Advisors January 2002 - August 2003
Ibbotson Associates 1999 - 2001
Skills
Strategy, Project Management, Business Strategy, Investments, Portfolio Management, Business Development, Management, Business Analysis, Financial Modeling, Financial Analysis, Consulting, Real Estate Development, Real Estate, Equities, Asset Management, Alternative Investments, Fixed Income, Real Estate Financing
Education
University College Dublin 2006 — 2007
MBA
University of Wisconsin-Madison - School of Business 1994 — 1999
BBA, Finance
Ibbotson Associates January 2014 - Present
R.V. Kuhns & Associates May 2009 - January 2014
Moss Adams LLP December 2006 - May 2009
Russell Investment Group March 2005 - November 2006
Skills
Investments, Financial Modeling, Portfolio Management, Asset Allocation, Valuation, Asset Managment, Financial Analysis, Equities, Investment Strategies, Hedge Funds, Private Equity, Fixed Income, Financial Services, Asset Management, Alternative Investments, Finance
Education
Seattle University 2001 — 2005
BABA, Finance
MFS 2013 - 2014
Eaton Vance 2010 - 2013
Bank of America 2000 - 2010
Ibbotson Associates 1996 - 2000
Education
Lake Forest College 1991 — 1995
Naperville North HS 1988 — 1991
PepsiCo 2010 - Present
Mrs Fields Famous Brands 2007 - 2009
Mrs Fields Famous Brands 2007 - 2007
Mrs Fields Famous Brands 2005 - 2007
NCH Corporation 2002 - 2005
Bain & Company 2000 - 2002
Zacks Investment Research 1996 - 1998
Ibbotson Associates 1994 - 1996
Skills
P&L Management, P&L responsibility, Growth Strategies, Business Strategy, Growth Initiatives, Strategic Leadership, Strategic Consulting, Strategy Development, Business Growth, Global Strategy, Executive Management, Executive Team, Corporate Development, Strategic Partnerships, Private Equity, Corporate Finance, Mergers, Company Acquisitions, Turnaround Strategy, Turnarounds, Food & Beverage, Consumer Products, Beverage Industry, Management Consulting, Investment Banking, Cross-functional Team..., Franchising, Pepsico, Strategy, Business Development, Mergers & Acquisitions, Turn Around Management, Restructuring, Acquisition Integration, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Strategy, Marketing, Finance, and Leadership
Wheaton College 1991 — 1995
BS, Business / Economics
Trading Technologies May 2006 - Present
Morningstar 2006 - 2006
Ibbotson Associates 2003 - 2006
Hewitt Associates 2003 - 2003
Accenture 1997 - 2002
Skills
Test Automation, Quality Assurance, Testing, Quality Center, Requirements Analysis, SQL, Scrum, Software Quality..., Project Management, Unix, Software Development, Regression Testing, User Acceptance Testing, QTP, JIRA, Linux, Test Planning, Management, SDLC, Software Project..., Manual Testing, Agile Methodologies, Performance Testing, Test Management, Test Cases, Leadership
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Arts (B.A.), Economics
Columbia College Chicago
National Credit Union Administration October 2006 - Present
Kansas Department of Credit Unions December 2002 - October 2006
Ibbotson Associates June 2000 - August 2002
Education
Iowa State University 1996 — 2000
B.S., Finance
Iowa State University - College of Business 1996 — 2000
B.S., Finance and Economics
Frost, Ruttenberg & Rothblatt, P.C. April 2006 - Present
Ibbotson Associates August 2000 - April 2006
Education
Loyola University Chicago
Bachelor of Arts (B.A.), Political Science and Government
Rollins College September 2002 - Present
Ibbotson Associates May 1999 - August 2002
CFA Institute August 1995 - October 1998
Skills
Higher Education, Teaching, Public Speaking, Strategic Planning, Finance, Investments, Data Analysis, Fundraising, Nonprofits, Leadership Development, Training, Consulting, Event Planning, Social Media
Education
University of Missouri-Columbia 1977 — 1979
Doctor of Philosophy (Ph.D.), Finance, Accounting and Economics
University of Missouri-Columbia, College of Business 1974 — 1975
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Washington University in St. Louis 1965 — 1969
Bachelor's of Arts and Sciences, Political Science and Government
SunTrust Robinson Humphrey 2011 - Present
SunTrust Robinson Humphrey 2006 - 2011
SunTrust Robinson Humphrey 2002 - 2006
Broadwing Communications 2000 - 2002
Turner Broadcasting 1999 - 2001
Turner Broadcasting System 1998 - 1999
Ibbotson Associates 1997 - 1998
Bellas and Wachowski, P.C. 1995 - 1997
Education
Loyola University Chicago
Computer Science Major
SquareTwo Financial March 2014 - Present
SquareTwo Financial June 2011 - March 2014
Perficient September 2009 - September 2011
Janus Capital Group November 2010 - June 2011
Focus on the Family September 2009 - November 2010
Decision Support, Inc. April 2009 - June 2009
SignalDemand, Inc January 2005 - February 2009
Cardinal Health February 2001 - January 2005
Ibbotson Associates September 2000 - February 2001
Decision Support, Inc May 1998 - August 2000
Skills
SQL Server, Data Warehousing, Informatica, Business Intelligence, ETL, SSIS, Data Integration, Oracle SQL, PL/SQL, SQL, Data Modeling, Microsoft SQL Server, Business Objects, Visual Basic, Oracle, Data Architecture
Education
Colorado College 1979 — 1983
BA, Business Administration
Morningstar Inc. February 2005 - Present
Tata Consultancy Services America August 2001 - January 2005
Ibbotson Associates 2005 - 2005
Health Direct Inc. 2001 - 2005
Tata Consultancy Services August 1998 - August 2001
Skills
Microsoft SQL Server, SSIS, Software Project..., Data Modeling, Database Design, Data Warehousing, SDLC, T-SQL, Databases, Agile Methodologies, ETL, SQL, Morningstar Direct
Education
Sagi Ramakrishnam Raju Engineering College (Andhra University), Bhimavaram, Andhra Pradesh 1993 — 1997
B.E, Mechanical Engineering
Indian Institute of Technology, Kharagpur
M.Tech, Mechanical, Metallurgical Engineering
Fidelity Investments July 2015 - Present
Fidelity Investments May 2013 - July 2015
Morningstar January 2011 - May 2013
Morningstar March 2007 - December 2010
Ibbotson Associates August 2003 - March 2006
American Express TBS 1999 - 2003
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investment Management, Investment Advisory, Relationship Management, Wealth Management, Hedge Funds, Asset Managment, Equities, Financial Services
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance
University of Illinois at Urbana-Champaign 1995 — 1999
Nuveen Investments August 2015 - Present
Voya Investment Management 2012 - July 2015
Strategic Investment Group 2007 - 2012
UBS Global Asset Management 1998 - 2007
Ibbotson Associates 1993 - 1998
Skills
Asset Allocation, Portfolio Management, Investment Strategies, Asset Managment, Hedge Funds, Due Diligence, Fixed Income, Equities, Investments, Wealth Management, Alternative Investments, Bloomberg, Capital Markets, Asset Management, Investment Management
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Analytical Finance, International Economics
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Finance
Upper Canada College 1977 — 1988
eVestment April 2014 - Present
eVestment Alliance March 2011 - April 2014
Morningstar January 2008 - March 2011
Morningstar March 2006 - January 2008
Ibbotson Associates June 2005 - March 2006
Skills
Institutional Investors, Asset Allocation, Institutional..., Investments, Mutual Funds, Alternative Investments, Strategy, Portfolio Management, Asset Management, Investment Management, Investment Strategies, Hedge Funds, Financial Services, Equities, Investment Advisory, Due Diligence
Education
Indiana University Bloomington 1998 — 2002
Morningstar December 2006 - Present
Ibbotson Associates October 1999 - December 2006
Edelman November 1997 - October 1999
Financial Relations Board 1995 - 1996
Skills
Investor Relations, Marketing Communications, Corporate Communications, Editing, Investments, Media Relations, Crisis Communications, Strategic Communications, Business Journalism, Integrated Marketing, Press Releases, Content Development, Internal Communications
Education
University of Pennsylvania 1992 — 1994
Bachelor of Science (BS), Economics
Lehigh University 1990 — 1992
Sparton Corporation February 2015 - Present
Sparton Corporation July 2013 - January 2015
Sparton Corporation March 2012 - July 2013
Sikich April 2005 - March 2012
Applied Systems June 2003 - April 2005
Parson Consulting May 2000 - May 2003
Ibbotson Associates November 1999 - May 2000
Paladin January 1996 - November 1999
Skills
Great Plains Software, ERP, Microsoft Dynamics, Axapta, Microsoft SQL Server, SSRS, Analysis Services, Business Intelligence, Crystal Reports, Requirements Analysis, Microsoft CRM, Business Process, SharePoint, Software Implementation, Integration, Microsoft Dynamics GP, Management
Education
Keller Graduate School of Management of DeVry University 2001 — 2004
Master's in Information Systems
Saint Xavier University 1991 — 1993
Bachelor's degree, Accounting
Mundelein 1989 — 1991
Psychology
Colborne Foodbotics LLC May 2009 - Present
Colborne Corporation December 2000 - May 2009
Colborne Corporation November 1999 - December 2000
Ibbotson Associates February 1997 - November 1999
Arrington Travel Center September 1995 - February 1997
Arrington Travel Center January 1993 - January 1995
Arrington Travel Center January 1992 - January 1993
Gelber Industries April 1985 - April 1991
Skills
Microsoft Excel, Benefits Administration, Office Administration, Microsoft Office, QuickBooks, Human Resources, Contract Management, Microsoft Word, Training, Employee Relations
Education
Evelyn Echols School of Travel
University of Iowa
B.A, Marketing, Psychology
Lake Forest High School 1984 — 1988
Walton International Group May 2009 - Present
Nationwide Financial July 2006 - March 2007
AIG Advisor Group March 2004 - March 2005
Allianz April 2000 - April 2002
Safeco March 1998 - June 2000
Ibbotson Associates October 1996 - March 1998
Education
Miami University 1988 — 1992
Ibbotson Associates 1993 - 1997
Education
Michigan State University
Gill Capital Partners January 2015 - Present
GDBA Investments February 2005 - November 2014
Echostar June 2003 - February 2005
Ibbotson Associates February 1998 - October 1998
Skills
Investments, Financial Modeling, Portfolio Management, Due Diligence, Financial Analysis, Asset Management, Strategic Planning, Venture Capital, Strategy, Asset Managment, Corporate Finance, Mergers & Acquisitions, Risk Management, Executive Management, Corporate Development, Start-ups, Private Equity, Oil & Gas, Real Estate
Education
University of Denver 2001 — 2003
MBA
University of Oregon 1993 — 1997
BA, History/Finance
Morningstar January 2015 - Present
Morningstar April 2014 - Present
Morningstar April 2006 - March 2014
Ibbotson Associates 2004 - 2006
Skills
Mutual Funds, Relationship Management, Investments, Financial Services, Asset Allocation, Salesforce.com, Portfolio Management, Investment Advisory, Alternative Investments, Asset Management, Investment Management, Equities, Investment Strategies, Wealth Management, Business Development
Education
Indiana University
Morningstar January 2015 - Present
Chicago Booth Student Managed Investment Fund October 2013 - May 2015
Ibbotson Associates April 2013 - December 2014
Morningstar July 2010 - March 2013
Scientific Games May 2009 - August 2009
Capital Group May 2008 - August 2008
Skills
Portfolio Management, Mutual Funds, Financial Modeling, Statistics, Equities, Asset Management, Fundamental Analysis, Asset Allocation, Equity Research, Manager Research, Valuation, Investments, Financial Analysis, Research, Bloomberg, Finance
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Kenyon College 2006 — 2010
Bachelor of Arts (B.A.), Economics and Mathematics
American University 2008 — 2008
Washington Semester Program, Economic Policy
Euromonitor International May 2010 - January 2014
Ibbotson Associates July 2003 - March 2006
Ibbotson Associates May 2000 - June 2003
Western Reserve Life Assurance Co. of Ohio November 1996 - May 2000
Skills
Market Research, Customer Retention, Management, Cold Calling, Sales Operations, Customer Satisfaction, Strategy, Selling, Marketing Strategy, B2B, Competitive Analysis, Market Analysis, Business Development, Key Account Management, Customer Insight, Sales
Education
North Central College
B.A., Marketing
HSBC July 2015 - Present
Morningstar September 2013 - July 2015
Morningstar September 2010 - September 2013
Ibbotson Associates January 2010 - May 2010
Stuart Investment August 2008 - December 2009
Ever Bright Futures Co. Ltd February 2008 - June 2008
Skills
VBA, Asset Allocation, Investment Management, Microsoft Office, Quantitative Analytics, Bloomberg, Financial Modeling, Portfolio Management, Fixed Income, Derivatives, Equities, Monte Carlo Simulation, Mutual Funds, Investment Strategies, Trading, SQL, Performance Reporting
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Illinois Institute of Technology 2008 — 2010
Master of Science, Finance
Shanghai University of Finance and Economics 2004 — 2008
Bachelor, Economics; Banking and International Finance
PayScale, Inc. April 2015 - Present
MTN Satellite Communications April 2013 - April 2015
Hewlett-Packard January 2011 - March 2013
TransUnion July 2009 - January 2011
Mintel International Group LTD June 2006 - July 2009
Kensington Resources January 2004 - February 2006
DANET SOFTWARE June 2003 - July 2003
Northwestern Memorial Hospital March 2002 - August 2002
Ibbotson Associates March 2000 - August 2001
Skills
SQL, Perl, Java, MySQL, SWIG, Distributed Systems, Unix, Linux, Chef, Hadoop, Amazon Web Services..., Ab Initio, ElasticSearch, Python, Ruby, Cassandra, Software Development, Web Services, Cloud Computing
Education
University of Illinois at Urbana-Champaign 1999 — 2003
BS, Computer Engineering
Deloitte Services LP April 2011 - Present
Deloitte Consulting LLP 2007 - April 2011
Deloitte Touche Tohmatsu 2005 - 2007
Deloitte & Touche Tax Technologies, LLC 1998 - 2005
Ibbotson Associates 1997 - 1998
Campbell Software 1993 - 1997
Citibank 1989 - 1993
Schleswig-Holstein Festival Orchestra 1989 - 1989
Skills
Requirements Analysis, SDLC, IT Strategy, Strategic Planning, Oracle, Microsoft SQL Server, Data Warehousing, Web Services, C, Business Analysis, ASP.NET, Integration, SharePoint, Databases, Process Improvement, Requirements Gathering, C++, Testing, UML, Program Management, MySQL, Java Enterprise Edition, Project Management, Business Process..., Software Project..., Consulting, Business Intelligence, Management, Software Development, Product Development
Education
Northwestern University 1988 — 1989
MM
University of Oregon 1982 — 1987
BM
Walgreens March 2013 - Present
Anti-cruelty Society 2012 - Present
Walgreens Health Services June 2006 - March 2013
The Girls Are At The Game, LLC February 2006 - December 2011
Walgreens October 2006 - July 2008
Walgreen Co October 2006 - June 2008
Mary Kay, Inc. 2003 - 2007
Moraine Valley Community College 2005 - 2006
TIC Enterprises 2000 - 2004
Ibbotson Associates 1998 - 2000
Skills
E-learning, Instructional Design, Sales Management, Leadership Development, Mentoring, Team Leadership, Management Consulting, Large Group Facilitation, Evaluation, Curriculum Development, Appreciative Inquiry, Action Learning, L&D Strategy, Team Building, Coaching, Training, Staff Development, Public Speaking, Organizational..., Needs Analysis, Training Delivery, Performance Management, Strategic Planning, Selling Skills, Sales, Healthcare, Onboarding, Leadership, Employee Relations, Change Management, Teaching, Management, Instructor-led Training, Adult Education, Employee Engagement, Employee Training, Hands-on Training, Human Resources, Business Process..., E-Learning, Workshop Facilitation, Performance Improvement, Career Development, Employee Benefits, Consulting, CRM, Organizational..., Strategy, Analysis, Time Management
Education
Roosevelt University 2004 — 2006
MA, Training and Development/Instructional Design
PFA
Investment Program Association March 2014 - Present
Investment Program Association June 2010 - March 2014
Corporate Executive Board August 2009 - June 2010
Morningstar/Ibbotson March 2007 - March 2009
Ibbotson Associates September 2005 - April 2007
Kemper Financial 1994 - 2005
Scudder Investments January 2002 - July 2004
Deutsche Asset Management (acquired Zurich Scudder Investments, acquired Kemper Financial Svcs.) 1998 - 2003
Kemper Financial Services 1995 - 2003
Skills
Management, Competitive Analysis, Asset Allocation, Marketing, Project Management, Due Diligence, Sales Management, Sales, Insurance, Large-scale Event..., Website Oversight, Highly skilled..., Communications Planning, Real Estate, Mutual Funds, Strategy, Strategic Planning, Investments, Financial Services, Strategic Communications, Fixed Annuities, Series 63, Integrated Marketing, Marketing Communications, Morningstar Direct, Strategic Partnerships, Public Relations, Relationship Management, Alternative Investments, Securities
Education
Illinois State University 1979 — 1983
BA, Speech Communication
Illinois State University
Bachelor of Arts (B.A.), Communication and PR
Morningstar 2006 - 2008
Ibbotson Associates October 2000 - March 2006
Education
Louisiana State University
Bachelors, Sociology
Colonial Consulting LLC 2002 - Present
Ibbotson Associates 2000 - 2002
Ibbotson Associates 2000 - 2002
Smith Barney 1996 - 2000
Education
Walden University 2005 — 2011
Ph.D., Finance/Applied Management and Decision Sciences
University of Illinois at Chicago 1998 — 2000
MA, Economics
Illinois Institute of Technology 1996 — 1998
MS, Financial Markets and Trading
University of Illinois at Chicago 1992 — 1996
BA, Economics
Affordable Fire Protection Company May 2012 - Present
Affirmative Insurance July 2008 - April 2012
Huron Consulting Group April 2006 - July 2008
Ibbotson Associates June 2001 - April 2006
Skills
Marketing Strategy, Website Management, Marketing Communications, Corporate Communications, Event Management
Education
Illinois State University 1998 — 2000
Bachelor of Arts (BA), English Language and Literature, General
Morton College 1996 — 1998
Associate of Arts (AA)
Elkay Manufacturing October 2013 - Present
Elkay Manufacturing August 2011 - September 2013
Independent Data Warehouse Consultant May 2010 - May 2011
Accenture April 2006 - May 2010
Compact Solutions 2006 - 2006
Ibbotson Associates March 2003 - April 2004
Skills
Data Modeling, Business Intelligence, ETL, Data Warehousing, OBIEE, OLAP, Dimensional Modeling, SSIS, SSRS, Analysis Services, Oracle, Integration
Education
University of Illinois at Chicago 2002 — 2004
Master of Science, Management Infomation Systems
Marshall University 1998 — 2002
Bachelor of Science, Management Information Systems
Ibbotson Associates April 2005 - Present
Morningstar December 2003 - April 2005
Northern Trust August 1994 - June 2003
Skills
Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Investment Strategies, Mutual Funds, Fixed Income, Portfolio Management, Equities, Investment Advisory, Bloomberg, Wealth Management
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA, Finance, Economics, Strategy
University of Michigan 1988 — 1992
BA, Economics
Amazon December 2012 - Present
Metron, Inc. July 2012 - December 2012
Algebraix Data Corporation July 2011 - March 2012
Overwatch Systems Tactical Operations 2005 - 2011
CSC 2000 - 2005
Ibbotson Associates 1995 - 2000
United Airlines 1991 - 1995
North Carolina State University 1989 - 1991
GeoBased Systems 1988 - 1989
Applied Technology Associates 1987 - 1988
Skills
C++, Linux, SQL, Python, OOAD, Agile Methodologies, Java, C#, GIS, Statistics, Pthreads, Mathematical Programming, Forecasting, Decision Analysis, Software Engineering, Perl, Testing, Visual Studio, C, OOP, Distributed Systems, Multithreading, Unix, System Architecture
Education
North Carolina State University 1988 — 1991
MS, Operations Research
Rensselaer Polytechnic Institute 1982 — 1986
BS, Electrical Engineering
SamCERA August 2012 - Present
Raytheon September 2007 - June 2012
Qwest Asset Management 2005 - 2007
Nordea Investment Management 2003 - 2005
Charles Schwab 2002 - 2003
mPower 2000 - 2002
Ibbotson Associates 1997 - 2000
Skills
CFA, Ibbotson EnCorr, MSCI Barra, eVestment, Portfolio Management, Asset Allocation, Investments, Hedge Funds, Alternative Investments, Pensions, Asset Management, Due Diligence, Risk Management, Institutional, Capital Markets, Risk, Wealth Management, Investment Strategies, Mutual Funds, Portfolio Optimization, Asset Managment, Financial Risk, Institutional..., Investment Advisory, Investment Management, Chartered Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1997
MS, Finance
Illinois State University 1986 — 1990
B.S., Finance
Fitch Ratings July 2003 - Present
Ibbotson Associates October 2002 - June 2003
CNA February 1999 - February 2002
John Hancock Life Insurance Company (U.S.A.) August 1997 - October 1998
Skills
Management, Asset Management, Capital Markets, Asset Managment, Fixed Income, Investments
Education
John Carroll University 1993 — 1997
BA
Thomson Reuters May 2015 - Present
Thomson Reuters January 2012 - May 2015
Thomson Reuters December 2010 - January 2012
Thomson Reuters September 2008 - December 2010
Thomson Reuters June 1999 - September 2008
Ibbotson Associates October 1997 - June 1999
Skills
Equities, Capital Markets, Financial Markets, Financial Services, Market Data, Derivatives, Salesforce.com, Trading Systems, Fixed Income, Trading, Process Improvement, Data Analysis, Electronic Trading, Business Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Finance, Behavioral Finance
The Ohio State University 1993 — 1997
Bachelor of Arts, International Studies and Russian, Minor Finance
SciQuest 2012 - Present
Dex One 2005 - 2012
J.P. Morgan 2001 - 2004
Dresdner Kleinwort Benson 1997 - 1999
Ibbotson Associates 1995 - 1997
Skills
Investor Relations, Relationship Management, Financial Communications, Market Intelligence, Strategic Business..., M&A Communications, Cross-functional Team..., Financial Analysis, Board of Director of..., Quoted in U.S. New &..., Helped develop a set of..., Mergers & Acquisitions, Mergers, Valuation, Strategy, Financial Modeling, Microsoft Excel, Finance, Investments, Due Diligence, Financial Reporting, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance, Management & Organizations, Management & Strategy and Marketing
Northwestern University 1991 — 1995
Bachelor of Arts, Economics and Mathematical Methods in the Social Sciences
Ibbotson Associates July 2012 - Present
Ibbotson Associates June 2010 - July 2012
Ibbotson Associates August 2007 - June 2010
Bank of America Capital Corporation September 2005 - August 2007
AXA Advisors May 2004 - August 2004
North Shore Community Bank January 1999 - August 2003
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Investment Strategies, Investment Advisory, Equities, Investments, Financial Modeling, Investment Management, Mutual Funds, Asset Managment, Wealth Management, Fixed Income, Financial Analysis, Strategic Financial..., Derivatives, Financial Markets, Morningstar Direct, Bloomberg, Hedge Funds, Equity Research, Asset Management
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, with honors, Analytical Finance, Economics
Indiana University - Kelley School of Business 2001 — 2005
Bachelors, Finance and International Business
Crate & Barrel 2010 - 2013
Mapes Garden Center 2006 - 2010
Freelance 1998 - 2004
Chicago Botanic Garden 2003 - 2003
Ibbotson Associates 2000 - 2002
CNA Insurance 1990 - 1998
Skills
Leadership, Management, Marketing, Retail, Graphics, Advertising, Team Leadership, Merchandising, Project Management, Graphic Design, Social Media Marketing
Education
University of Cincinnati 1981 — 1986
Bachelor of Science (BS), Graphic Design, magna cum laude
University of Illinois 2005 — 2005
Master Gardener Certification, Horticulture
Capital Market Consultants, Inc. August 2014 - Present
Semi-Retired Financial Manager June 2012 - August 2014
M&I Investment Management/BMO Asset Management US September 2004 - May 2012
Adamy & Company, PC February 2003 - September 2004
Legacy Financial Advisors, LLC May 2002 - January 2003
Old Kent Bank/Kent Small Cap Growth Fund February 1997 - May 2002
Ibbotson Associates April 1995 - February 1997
First Chicago Corporation June 1990 - April 1995
Skills
Relationship Management, Coaching, Creative Problem-Solving, Innovative Thinking, Project Management, Investment Strategies, Business Valuation, Asset Allocation, Behavioral Finance, Investment Management, Team Building, Creative Solutions, Investments, Valuation, Mutual Funds, Mergers & Acquisitions, Due Diligence, Asset Management, Finance, Financial Services, Business Strategy, Investment Banking, Start-ups
Education
Lake Forest College 1986 — 1990
B.A., Behavioral Sciences, cum laude
Lake Forest College 1986 — 1990
B.A., Economics, cum laude
Manager, Healthcare Economics Network Pricing September 2010 - Present
UnitedHealthcare April 2005 - September 2010
Ingenix April 2002 - April 2005
UnitedHealthcare June 2000 - April 2002
Arthur Andersen February 1999 - June 2000
Ibbotson Associates September 1994 - October 1998
Skills
Healthcare Consulting, Healthcare Analytics, Project Management, Strategic Planning, Team Building, Microsoft Excel, Microsoft Access
Education
The Ohio State University 1989 — 1994
Bachelor’s Degree, Actuarial Science/Mathematics, Graduated Cum Laude
Morningstar March 2006 - Present
Ibbotson Associates February 1999 - February 2006
LPL Financial May 1998 - December 1998
Einstein Noah Restaurant Group, Inc. May 1997 - April 1998
Boston Chicken Inc December 1995 - April 1997
Skills
Income Tax, Payroll, US GAAP, Sarbanes-Oxley Act, Sales & Use Tax..., Microsoft Excel, Accounting
Education
DePaul University
Master's degree, Taxation
Iowa State University
Bachelor of Business Administration (B.B.A.), Finance