InterOcean Capital, LLC

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InterOcean Capital, LLC Employees

Employee
Years
Job
Industry
Nick Rounds Nick Rounds Greater Chicago Area Details
Nick Rounds's InterOcean Capital, LLC Experience June 2014 - Present
Job Analyst at InterOcean Capital, LLC
Industry Investment Management
Experience
InterOcean Capital, LLC   June 2014 - Present
Northern Illinois University  May 2013 - May 2014
Financial Management Association  August 2012 - May 2014
NIU Student Managed Portfolio   August 2012 - May 2014
CFA Institute Research Challenge  November 2013 - January 2014
Knaack, LLC (NIU ELC)   May 2013 - December 2013
BMO Harris Bank  May 2013 - August 2013

Skills
Time Management, Management, Accounting, Finance, Budgets, Account Reconciliation, Data Analysis, Due Diligence, Analysis, Access, Financial Modeling

Education
Northern Illinois University   2012 — 2014
Bachelor's of Science, Finance

Illinois Valley Community College   2010 — 2012
Associate of Science (A.S.)

Gina (Gina Christopher) Huffstutler Gina (Gina Christopher) Huffstutler Greater Grand Rapids, Michigan Area Details
Gina (Gina Christopher) Huffstutler's InterOcean Capital, LLC Experience February 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
InterOcean Capital, LLC   February 2012 - Present
Northern Trust Company  December 2010 - October 2011
Northern Trust Company  September 2009 - November 2010
Northern Trust Company  May 2008 - September 2009
M.C. Vogel, LLC (Now InterOcean Capital, LLC)   September 2005 - February 2008
Weishaar & Co. CPAs   December 2003 - September 2005
The Grey Havens Inn   August 2002 - November 2004

Education
Albion College
Bachelor of Arts, Speech Communication and Anthropology

Kathryn Sauser Kathryn Sauser Greater Los Angeles Area Details
Kathryn Sauser's InterOcean Capital, LLC Experience July 2013 - February 2014
Job Entrepreneur
Industry Computer Networking
Experience
Lavishh App   October 2014 - Present
InterOcean Capital, LLC   July 2013 - February 2014
Target Data  October 2012 - July 2013
Abeln Abstract & Title Company   February 2012 - May 2012
Clemens, Walters, Conlon & Meyer, LLP   August 2010 - May 2012
Tandum Tire   September 2010 - January 2011
Tanworld  March 2009 - July 2010

Skills
Management, Customer Service, Data Entry, Accounts Receivable, Budgets, Accounts Payable, Accounting, Income Tax, Marketing, Sales, Analysis, Training, Payroll, Banking, Invoicing, Time Management, General Ledger, Human Resources, Finance, Cash Flow, Software Documentation, Account Reconciliation, Auditing, Data Analysis, Journal Entries, Outlook

Education
Allied Real Estate School   2014 — 2015
Real Estate, California Real Estate

University of Dubuque   2008 — 2012
Bachelor of Business Administration (BBA), Business and Accounting

Jack McCormick Jack McCormick Colorado Springs, Colorado Area Details
Jack McCormick's InterOcean Capital, LLC Experience July 2015 - Present
Job Intern Analyst at InterOcean Capital LLC
Industry Financial Services
Experience
InterOcean Capital LLC  July 2015 - Present
InterOcean Capital LLC  June 2014 - August 2014
InterOcean Capital LLC  June 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, Research, Photoshop, Public Speaking, English, Java, Windows, Event Planning, Time Management, Salesforce.com

Education
Colorado College   2013 — 2017
Bachelor's Degree in Economics, Financial Planning and Services

Ryan montover Ryan montover Greater Denver Area Details
Ryan montover's InterOcean Capital, LLC Experience January 2013 - March 2014
Job Risk Control Specialist at IMA Financial Group, Inc.
Industry Insurance
Experience
IMA Financial Group, Inc.   March 2014 - Present
InterOcean Capital, LLC   January 2013 - March 2014
InterOcean Capital, LLC   May 2012 - August 2012
IHS Inc  June 2011 - August 2011
Edward Jones Investments  June 2010 - August 2010
Stutzman Gerbaz Earthmoving Inc   June 2006 - August 2009

Education
University of Colorado at Denver   2010 — 2012
Finance/Risk Management and Insurance

Erik Larson, CFA, CPA Erik Larson, CFA, CPA Chicago, Illinois Details
Erik Larson, CFA, CPA's InterOcean Capital, LLC Experience March 2014 - Present
Job Portfolio Manager at InterOcean Capital, LLC
Industry Investment Management
Experience
InterOcean Capital, LLC   March 2014 - Present
Guggenheim Partners  March 2013 - March 2014
Price Waterhouse Coopers  July 2009 - March 2013
University of Michigan Ross School of Business  January 2009 - April 2009

Education
University of Michigan - Stephen M. Ross School of Business   2008 — 2009
MAcc, Accounting, Finance

University of Michigan   2005 — 2008
BA, Economics

David Janczewski, CFA, CFP ® David Janczewski, CFA, CFP ® Chicago, Illinois Details
David Janczewski, CFA, CFP ®'s InterOcean Capital, LLC Experience June 2006 - Present
Job Partner at InterOcean Capital LLC
Industry Financial Services
Experience
InterOcean Capital LLC  June 2006 - Present

Education
Northern Illinois University   2003 — 2005
Bachelors

College of Lake County   2001 — 2003
Associates

Mundelein High School   1997 — 2001

Matthew Marquis Matthew Marquis Greater Chicago Area Details
Matthew Marquis's InterOcean Capital, LLC Experience October 2009 - Present
Job Advisor at InterOcean Capital, LLC
Industry Financial Services
Experience
InterOcean Capital, LLC   October 2009 - Present
Merrill Lynch  March 2007 - October 2009
Adirondack Capital, LLC   January 1998 - January 2002

Skills
Investments, Equities, Portfolio Management, Asset Allocation, Alternative Investments, Mutual Funds, Wealth Management, Strategic Planning, Hedge Funds, Financial Analysis, Asset Management, Finance, Financial Modeling, Securities, Series 7

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2003 — 2006
MBA, Finance

St. Lawrence University   1988 — 1992

Patrick Siegel Patrick Siegel Cleveland/Akron, Ohio Area Details
Patrick Siegel's InterOcean Capital, LLC Experience May 2012 - October 2012
Job Owner Robusto & Briar
Industry Tobacco
Experience
Robusto & Briar   June 2014 - Present
Tobak Management   March 2014 - Present
Hazelden Foundation  June 2013 - December 2013
InterOcean Capital LLC  May 2012 - October 2012
Golden Leaf Tobacco   March 2007 - April 2012
The Men's Wearhouse, Inc   March 2002 - May 2004

Skills
Tobacco Blending, Excel, Customer Service, Problem Solving, Store Management, Visual Merchandising, Inventory Management, Retail, Advent Axys, PowerPoint, Sales, Data Entry, Customer Satisfaction, Team Leadership, Training, Sales Operations, Microsoft Office, Leadership, Team Building, New Business Development, Management, Strategic Planning, Marketing

Education
Augsburg College   2006 — 2011
BA Business Administration, Management