InterOcean Capital, LLC
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InterOcean Capital, LLC Employees
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.)
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
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
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
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
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
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
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
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