Jackson National Asset Management, LLC
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Jackson National Asset Management, LLC Employees
Employee
Years
Job
Industry
Elizabeth Endres Elizabeth Endres's Jackson National Asset Management, LLC Experience June 2014 - December 2014
Job Financial Product Sales and Analytics at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2015 - Present
Jackson National Asset Management, LLC June 2014 - December 2014
Sava's May 2013 - June 2014
TechSmith Corporation May 2012 - December 2012
The Refinery June 2010 - August 2011
Skills
Economics, Spanish, Sales Operations, Customer Service, Organization, Microsoft Office, Creativity Skills, Leadership, Teamwork, Social Media, Facebook, Data Analysis, Sales, Research, Social Networking, Time Management
Education
University of Michigan 2010 — 2014
Bachelor of Arts (BA), Economics, Spanish, 3.58
Autonomous University of Barcelona 2013 — 2013
Business, Spanish
Bloomberg LP January 2015 - Present
Jackson National Asset Management, LLC June 2014 - December 2014
Sava's May 2013 - June 2014
TechSmith Corporation May 2012 - December 2012
The Refinery June 2010 - August 2011
Skills
Economics, Spanish, Sales Operations, Customer Service, Organization, Microsoft Office, Creativity Skills, Leadership, Teamwork, Social Media, Facebook, Data Analysis, Sales, Research, Social Networking, Time Management
Education
University of Michigan 2010 — 2014
Bachelor of Arts (BA), Economics, Spanish, 3.58
Autonomous University of Barcelona 2013 — 2013
Business, Spanish
Emily Losen, MBA's Jackson National Asset Management, LLC Experience April 2014 - Present
Job Senior Fund Accountant at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC April 2014 - Present
Guggenheim Partners July 2013 - April 2014
Gemini Fund Services January 2012 - July 2013
Gemini Fund Services February 2011 - January 2012
Pacific Life November 2009 - February 2011
Pacific Life March 2008 - November 2009
Pentagon Federal Credit Union July 2006 - August 2007
Skills
Mutual Funds, Securities, Investments, Finance, Accounting, Asset Management, Fund Accounting, Derivatives, Swaps, Technical Writing, Financial Services, Bank Loans, Procedure Creation, Supervising, Stock Market, Equities, Bonds, Fund Of Funds, Leadership, Project Management, Team Management, Mentoring, Training, Microsoft Excel, Trading, Centrally Cleared..., Financial Analysis, Investment Accounting, Process Improvement, Auditing, Fixed Income, Futures, Options, Stocks, ETFs, Interest Rate Swaps, Currency Swaps, Total Return Swaps, Credit Default Swaps, Swaptions, Prime Brokerage, Collateral Management, Fund Services, Sub-advisor Oversight, Client Services, Client Relations, Relationship Management, Bloomberg Terminal, SunGard, Princeton Asset...
Education
University of Nebraska at Omaha 2007 — 2010
Master of Business Administration (M.B.A.)
University of Nebraska at Omaha 2003 — 2007
Bachelor's Degree, English Literature
Jackson National Asset Management, LLC April 2014 - Present
Guggenheim Partners July 2013 - April 2014
Gemini Fund Services January 2012 - July 2013
Gemini Fund Services February 2011 - January 2012
Pacific Life November 2009 - February 2011
Pacific Life March 2008 - November 2009
Pentagon Federal Credit Union July 2006 - August 2007
Skills
Mutual Funds, Securities, Investments, Finance, Accounting, Asset Management, Fund Accounting, Derivatives, Swaps, Technical Writing, Financial Services, Bank Loans, Procedure Creation, Supervising, Stock Market, Equities, Bonds, Fund Of Funds, Leadership, Project Management, Team Management, Mentoring, Training, Microsoft Excel, Trading, Centrally Cleared..., Financial Analysis, Investment Accounting, Process Improvement, Auditing, Fixed Income, Futures, Options, Stocks, ETFs, Interest Rate Swaps, Currency Swaps, Total Return Swaps, Credit Default Swaps, Swaptions, Prime Brokerage, Collateral Management, Fund Services, Sub-advisor Oversight, Client Services, Client Relations, Relationship Management, Bloomberg Terminal, SunGard, Princeton Asset...
Education
University of Nebraska at Omaha 2007 — 2010
Master of Business Administration (M.B.A.)
University of Nebraska at Omaha 2003 — 2007
Bachelor's Degree, English Literature
Tracey Edwards's Jackson National Asset Management, LLC Experience June 2015 - September 2015
Job Recruiting Coordinator at Northern Trust Corporation
Industry Human Resources
Experience
Northern Trust Corporation September 2015 - Present
Jackson National Asset Management, LLC June 2015 - September 2015
Celebrity Staff August 2014 - November 2014
C&A Industries May 2014 - August 2014
White House Black Market June 2011 - June 2014
School District 70 June 2013 - July 2013
Skills
Time Management, Building Relationships, Teamwork, Sales, Goal Oriented, Leadership, Communication, Critical Thinking, Customer Satisfaction, Social Media, Public Speaking, Recruiting, Interviews, Microsoft Office, PowerPoint, Customer Service, Training, Human Resources, Microsoft Word
Education
University of Nebraska-Lincoln 2012 — 2015
Bachelor of Arts (B.A.), Communication Studies
Missouri State University 2010 — 2011
Northern Trust Corporation September 2015 - Present
Jackson National Asset Management, LLC June 2015 - September 2015
Celebrity Staff August 2014 - November 2014
C&A Industries May 2014 - August 2014
White House Black Market June 2011 - June 2014
School District 70 June 2013 - July 2013
Skills
Time Management, Building Relationships, Teamwork, Sales, Goal Oriented, Leadership, Communication, Critical Thinking, Customer Satisfaction, Social Media, Public Speaking, Recruiting, Interviews, Microsoft Office, PowerPoint, Customer Service, Training, Human Resources, Microsoft Word
Education
University of Nebraska-Lincoln 2012 — 2015
Bachelor of Arts (B.A.), Communication Studies
Missouri State University 2010 — 2011
Brian Yurko, MBA Brian Yurko, MBA's Jackson National Asset Management, LLC Experience September 2011 - February 2012
Job Senior Fiancial Analyst, Global FP&A at TeleTech
Industry Outsourcing/Offshoring
Experience
TeleTech September 2015 - Present
TeleTech September 2013 - September 2015
University of Colorado Denver January 2013 - December 2013
Comcast May 2012 - January 2013
Jackson National Asset Management, LLC September 2011 - February 2012
Prudential Financial January 2010 - September 2011
Commercial Openings August 2008 - January 2010
Skills
Financial Analysis, Management, Financial Forecasting, Budget Forecasts, Process Improvement, Corporate Finance, Public Speaking, Business Administration, Budgets, Team Leadership, Business Analysis
Education
University of Colorado Denver 2010 — 2013
Master of Business Administration (MBA), Finance
University of Northern Colorado 2004 — 2008
Bachelor of Science (BS), Business Administration
TeleTech September 2015 - Present
TeleTech September 2013 - September 2015
University of Colorado Denver January 2013 - December 2013
Comcast May 2012 - January 2013
Jackson National Asset Management, LLC September 2011 - February 2012
Prudential Financial January 2010 - September 2011
Commercial Openings August 2008 - January 2010
Skills
Financial Analysis, Management, Financial Forecasting, Budget Forecasts, Process Improvement, Corporate Finance, Public Speaking, Business Administration, Budgets, Team Leadership, Business Analysis
Education
University of Colorado Denver 2010 — 2013
Master of Business Administration (MBA), Finance
University of Northern Colorado 2004 — 2008
Bachelor of Science (BS), Business Administration
Jake Dirks Jake Dirks's Jackson National Asset Management, LLC Experience January 2013 - March 2013
Job Operations Manager at Tender Belly
Industry Food & Beverages
Experience
Tender Belly July 2015 - Present
Tender Belly December 2014 - July 2015
Entercom March 2013 - October 2014
Jackson National Asset Management, LLC January 2013 - March 2013
Paramount Pictures January 2011 - August 2011
Reel Deal Entertainment February 2010 - July 2010
UM Entertainment Management Campus Productions January 2006 - January 2010
Walt Disney World January 2009 - August 2009
J.D. Productions September 2007 - June 2009
Skills
Business Development, Sales, Venue Management, Event Management, Strategic Partnerships, New Business Development, Digital Media, Account Management, Strategy, Marketing Strategy, Digital Marketing, Product Management, Business Strategy, Mobile Devices, Digital Strategy, Lead Generation, Online Advertising, CRM, Sales Management, Marketing, Product Marketing, Solution Selling, Salesforce.com
Education
University of Montana 2006 — 2011
Bachelor of Science (B.S.), Marketing & Entertainment Management
Tender Belly July 2015 - Present
Tender Belly December 2014 - July 2015
Entercom March 2013 - October 2014
Jackson National Asset Management, LLC January 2013 - March 2013
Paramount Pictures January 2011 - August 2011
Reel Deal Entertainment February 2010 - July 2010
UM Entertainment Management Campus Productions January 2006 - January 2010
Walt Disney World January 2009 - August 2009
J.D. Productions September 2007 - June 2009
Skills
Business Development, Sales, Venue Management, Event Management, Strategic Partnerships, New Business Development, Digital Media, Account Management, Strategy, Marketing Strategy, Digital Marketing, Product Management, Business Strategy, Mobile Devices, Digital Strategy, Lead Generation, Online Advertising, CRM, Sales Management, Marketing, Product Marketing, Solution Selling, Salesforce.com
Education
University of Montana 2006 — 2011
Bachelor of Science (B.S.), Marketing & Entertainment Management
Amit Mauda Amit Mauda's Jackson National Asset Management, LLC Experience November 2014 - July 2015
Job Fund Accounting Intern at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC November 2014 - July 2015
City of Chicago Department of Buildings May 2014 - August 2014
McKlein Company LLC January 2013 - March 2013
Mizrahi Grill January 2008 - May 2010
Israel Defense Force April 2004 - December 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Microsoft Access, Networking, QuickBooks, Finance, Financial Analysis, Visual Basic, SQL, SAS, Bloomberg, R, 8088 Assembly, Oracle
Education
University of Illinois at Chicago
Bachelor's Degree, Finance, General, 3.81
Hermelin College of Engineering
Computers and Electronics
Jackson National Asset Management, LLC November 2014 - July 2015
City of Chicago Department of Buildings May 2014 - August 2014
McKlein Company LLC January 2013 - March 2013
Mizrahi Grill January 2008 - May 2010
Israel Defense Force April 2004 - December 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Microsoft Access, Networking, QuickBooks, Finance, Financial Analysis, Visual Basic, SQL, SAS, Bloomberg, R, 8088 Assembly, Oracle
Education
University of Illinois at Chicago
Bachelor's Degree, Finance, General, 3.81
Hermelin College of Engineering
Computers and Electronics
Matthew Maronta Matthew Maronta's Jackson National Asset Management, LLC Experience March 2015 - Present
Job Compliance Analyst at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC March 2015 - Present
Jackson National Asset Management, LLC February 2012 - Present
Northern Trust December 2007 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Valuation, Finance, Asset Management
Education
University of Illinois at Chicago
Bachelor of Applied Science (BASc), Finance
Jackson National Asset Management, LLC March 2015 - Present
Jackson National Asset Management, LLC February 2012 - Present
Northern Trust December 2007 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Valuation, Finance, Asset Management
Education
University of Illinois at Chicago
Bachelor of Applied Science (BASc), Finance
Karen Buiter Karen Buiter's Jackson National Asset Management, LLC Experience April 2008 - Present
Job Vice President Financial Reporting at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC April 2008 - Present
Henderson Global Investors March 2004 - March 2008
Skills
CPA
Education
Trinity Christian College 1983 — 1987
Bachelor of Science (BS), Accounting
Jackson National Asset Management, LLC April 2008 - Present
Henderson Global Investors March 2004 - March 2008
Skills
CPA
Education
Trinity Christian College 1983 — 1987
Bachelor of Science (BS), Accounting
Bonnie Kleinow's Jackson National Asset Management, LLC Experience August 2012 - Present
Job Supervisor at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC August 2012 - Present
Jackson National Life January 2010 - August 2012
Independent Bank - MI 1994 - 2000
Skills
Customer Service, Access, Microsoft Office, Process Improvement, Business Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Project Management, Outlook, Teamwork, Leadership, Insurance, Research, System Administration, Analysis, Financial Services, Finance, Financial Analysis
Education
Michigan Technological University
Jackson National Asset Management, LLC August 2012 - Present
Jackson National Life January 2010 - August 2012
Independent Bank - MI 1994 - 2000
Skills
Customer Service, Access, Microsoft Office, Process Improvement, Business Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Project Management, Outlook, Teamwork, Leadership, Insurance, Research, System Administration, Analysis, Financial Services, Finance, Financial Analysis
Education
Michigan Technological University
Tia Repscher Tia Repscher's Jackson National Asset Management, LLC Experience June 2014 - May 2015
Job Administrative Assistant at Behavioral Health Group (BHG)
Industry Financial Services
Experience
Behavioral Health Group (BHG) June 2015 - Present
Jackson National Asset Management, LLC June 2014 - May 2015
Raymond James Financial Inc. June 2013 - March 2014
Tennessee Technological University January 2012 - September 2012
Best Buy May 2011 - August 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Data Entry, Cashiering, Time Management, Critical Thinking, Microsoft Word, Social Media, Facebook, Telephone Skills, Social Networking, People-oriented, Teamwork
Education
Tennessee Technological University 2009 — 2013
Bachelor's degree, Psychology
Roane County High School 2005 — 2009
Behavioral Health Group (BHG) June 2015 - Present
Jackson National Asset Management, LLC June 2014 - May 2015
Raymond James Financial Inc. June 2013 - March 2014
Tennessee Technological University January 2012 - September 2012
Best Buy May 2011 - August 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Data Entry, Cashiering, Time Management, Critical Thinking, Microsoft Word, Social Media, Facebook, Telephone Skills, Social Networking, People-oriented, Teamwork
Education
Tennessee Technological University 2009 — 2013
Bachelor's degree, Psychology
Roane County High School 2005 — 2009
Leah Guttstein's Jackson National Asset Management, LLC Experience September 2015 - Present
Job Fund Accountant II at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC September 2015 - Present
Jackson National Asset Management, LLC June 2014 - September 2015
Groupon April 2013 - June 2014
Lisa Castle CPA January 2013 - April 2013
Blue Grass Community Foundation October 2012 - April 2013
University of Kentucky August 2010 - December 2012
Waddell & Reed May 2012 - August 2012
Vera Bradley April 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Data Analysis, Research, Time Management, Public Speaking, Access, Investments, Outlook, Leadership, Critical Thinking, Marketing
Education
University of Kentucky 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Centerville High School 2005 — 2009
Jackson National Asset Management, LLC September 2015 - Present
Jackson National Asset Management, LLC June 2014 - September 2015
Groupon April 2013 - June 2014
Lisa Castle CPA January 2013 - April 2013
Blue Grass Community Foundation October 2012 - April 2013
University of Kentucky August 2010 - December 2012
Waddell & Reed May 2012 - August 2012
Vera Bradley April 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Data Analysis, Research, Time Management, Public Speaking, Access, Investments, Outlook, Leadership, Critical Thinking, Marketing
Education
University of Kentucky 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Centerville High School 2005 — 2009
Sean McCarthy, CPA Sean McCarthy, CPA's Jackson National Asset Management, LLC Experience November 2005 - July 2008
Job Sr. Strategic Sourcing Analyst at Apache Corporation
Industry Oil & Energy
Experience
Apache Corporation July 2013 - Present
Apache Corporation September 2010 - June 2013
Jackson National Asset Management, LLC November 2005 - July 2008
KPMG, LLP September 2003 - November 2005
Skills
Forecasting, Process Improvement, Due Diligence, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Accounting, Corporate Finance, Mergers & Acquisitions, Finance, Strategic Sourcing
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
Master in Business Administration
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2003
Master in Professional Accounting
University of Notre Dame 1998 — 2002
Bachelor in Business Administration, Accounting
Apache Corporation July 2013 - Present
Apache Corporation September 2010 - June 2013
Jackson National Asset Management, LLC November 2005 - July 2008
KPMG, LLP September 2003 - November 2005
Skills
Forecasting, Process Improvement, Due Diligence, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Accounting, Corporate Finance, Mergers & Acquisitions, Finance, Strategic Sourcing
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
Master in Business Administration
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2003
Master in Professional Accounting
University of Notre Dame 1998 — 2002
Bachelor in Business Administration, Accounting
Abigail Cappozzo Abigail Cappozzo's Jackson National Asset Management, LLC Experience June 2015 - Present
Job Fund Accountant at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC June 2015 - Present
Hawkeye Brokerage Center January 2015 - May 2015
The University of Iowa September 2012 - May 2015
Kohl's Department Stores May 2014 - July 2014
Hardesty Enterprise May 2013 - October 2013
Victoria's Secret December 2012 - May 2013
Skills
Social Media, Facebook, Customer Service, Microsoft Office, Fashion, Organization, Coaching, Management, Accounting, Mutual Funds, Finance, Fund Accounting, Teamwork
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Marketing, Finance, and Certificate of Sustainability
CIMBA Undergraduate (Study Abroad) 2014 — 2014
Glenbard West High School 2008 — 2011
Millard West High School 2007 — 2008
Jackson National Asset Management, LLC June 2015 - Present
Hawkeye Brokerage Center January 2015 - May 2015
The University of Iowa September 2012 - May 2015
Kohl's Department Stores May 2014 - July 2014
Hardesty Enterprise May 2013 - October 2013
Victoria's Secret December 2012 - May 2013
Skills
Social Media, Facebook, Customer Service, Microsoft Office, Fashion, Organization, Coaching, Management, Accounting, Mutual Funds, Finance, Fund Accounting, Teamwork
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Marketing, Finance, and Certificate of Sustainability
CIMBA Undergraduate (Study Abroad) 2014 — 2014
Glenbard West High School 2008 — 2011
Millard West High School 2007 — 2008
Erin (Goldman) Harris Erin (Goldman) Harris's Jackson National Asset Management, LLC Experience November 2014 - Present
Job Sr Human Resources Generalist at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC November 2014 - Present
Northern Trust Corporation June 2014 - November 2014
Northern Trust June 2012 - June 2014
Northern Trust August 2011 - June 2012
Citadel Investment Group September 2010 - August 2011
HERE, a Nokia company April 2010 - September 2010
Optiver August 2008 - January 2010
Skills
Recruiting, Human Resources, Interviews, Technical Recruiting, Onboarding, Talent Management, Talent Acquisition, Performance Management, Organizational..., Leadership Development, Career Development, HR Consulting, Screening Resumes, Career Counseling, Strategy, Management
Education
The Chicago School of Professional Psychology 2008 — 2010
M.A., Industrial and Organizational Psychology
University of Iowa 2004 — 2008
B.A., Psychology
Jackson National Asset Management, LLC November 2014 - Present
Northern Trust Corporation June 2014 - November 2014
Northern Trust June 2012 - June 2014
Northern Trust August 2011 - June 2012
Citadel Investment Group September 2010 - August 2011
HERE, a Nokia company April 2010 - September 2010
Optiver August 2008 - January 2010
Skills
Recruiting, Human Resources, Interviews, Technical Recruiting, Onboarding, Talent Management, Talent Acquisition, Performance Management, Organizational..., Leadership Development, Career Development, HR Consulting, Screening Resumes, Career Counseling, Strategy, Management
Education
The Chicago School of Professional Psychology 2008 — 2010
M.A., Industrial and Organizational Psychology
University of Iowa 2004 — 2008
B.A., Psychology
David Fougerousse David Fougerousse's Jackson National Asset Management, LLC Experience April 2012 - Present
Job Financial Reporting Analyst at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC April 2012 - Present
Jackson National Asset Management, LLC December 2011 - April 2012
Jackson National Asset Management, LLC April 2008 - December 2011
B&B Paper Converters June 2006 - April 2008
Skills
Accounting, Bloomberg, Financial Analysis, Financial Reporting, Mutual Funds, Outlook, Account Reconciliation, Finance, Financial Accounting, Equities, PowerPoint, Investments, Financial Modeling, Analysis
Education
University of Dayton 2002 — 2006
Finance, Finance, General
Padua Franciscan High School 1998 — 2002
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jackson National Asset Management, LLC April 2012 - Present
Jackson National Asset Management, LLC December 2011 - April 2012
Jackson National Asset Management, LLC April 2008 - December 2011
B&B Paper Converters June 2006 - April 2008
Skills
Accounting, Bloomberg, Financial Analysis, Financial Reporting, Mutual Funds, Outlook, Account Reconciliation, Finance, Financial Accounting, Equities, PowerPoint, Investments, Financial Modeling, Analysis
Education
University of Dayton 2002 — 2006
Finance, Finance, General
Padua Franciscan High School 1998 — 2002
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Adam Wiklund, CFA Adam Wiklund, CFA's Jackson National Asset Management, LLC Experience August 2013 - Present
Job Strong interest in asset allocation, hedge funds, financial modeling, and market research
Industry Investment Management
Experience
Jackson National Asset Management, LLC August 2013 - Present
Eton Advisors, L.P. December 2012 - May 2013
Morgan Creek Capital Management January 2012 - December 2012
Wisconsin Alumni Research Foundation August 2007 - June 2011
Wiklund Trading, LLC June 2007 - July 2007
Allstate Financial June 2006 - August 2006
Wiklund Trading, LLC June 2005 - August 2005
Skills
Bloomberg, PerTrac, Capital IQ, Alternative Investments, Asset Allocation, Asset Managment, Due Diligence, Portfolio Management, Hedge Funds, Fund Of Funds, Investment Strategies, Financial Modeling, Investments, Equity Research, Valuation, Financial Analysis, Equity Valuation, Endowment Funds, Commodity Markets, Chartered Financial..., Risk Management, Wealth Management, Strategy, Trading, Commodity, Investment Management, Emerging Markets, Private Equity, Fixed Income, Quantitative Analytics, Economics, Equities, Bloomberg Terminal
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Investment Management
University of Wisconsin-Madison - School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, Investments, & Banking
Jackson National Asset Management, LLC August 2013 - Present
Eton Advisors, L.P. December 2012 - May 2013
Morgan Creek Capital Management January 2012 - December 2012
Wisconsin Alumni Research Foundation August 2007 - June 2011
Wiklund Trading, LLC June 2007 - July 2007
Allstate Financial June 2006 - August 2006
Wiklund Trading, LLC June 2005 - August 2005
Skills
Bloomberg, PerTrac, Capital IQ, Alternative Investments, Asset Allocation, Asset Managment, Due Diligence, Portfolio Management, Hedge Funds, Fund Of Funds, Investment Strategies, Financial Modeling, Investments, Equity Research, Valuation, Financial Analysis, Equity Valuation, Endowment Funds, Commodity Markets, Chartered Financial..., Risk Management, Wealth Management, Strategy, Trading, Commodity, Investment Management, Emerging Markets, Private Equity, Fixed Income, Quantitative Analytics, Economics, Equities, Bloomberg Terminal
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Investment Management
University of Wisconsin-Madison - School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, Investments, & Banking
Alex Arkema's Jackson National Asset Management, LLC Experience June 2013 - July 2014
Job Vander Haag's Inc
Industry Retail
Experience
Vander Haag's Inc. August 2014 - Present
Jackson National Asset Management, LLC June 2013 - July 2014
Jackson National Asset Management, LLC December 2012 - April 2013
Kinseth Hospitality Companies May 2012 - August 2012
Pella Corporation July 2010 - August 2010
Skills
Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Financial Reporting, Customer Service, Time Management, Payroll, Finance, Invoicing, Financial Statements, Journal Entries, Microsoft Word, QuickBooks, Teamwork, Outlook, Bookkeeping, Public Speaking, Data Entry
Education
Trinity Christian College 2009 — 2013
Bachelor's of Science, Accounting
Pella Christian High School 2005 — 2009
Vander Haag's Inc. August 2014 - Present
Jackson National Asset Management, LLC June 2013 - July 2014
Jackson National Asset Management, LLC December 2012 - April 2013
Kinseth Hospitality Companies May 2012 - August 2012
Pella Corporation July 2010 - August 2010
Skills
Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Financial Reporting, Customer Service, Time Management, Payroll, Finance, Invoicing, Financial Statements, Journal Entries, Microsoft Word, QuickBooks, Teamwork, Outlook, Bookkeeping, Public Speaking, Data Entry
Education
Trinity Christian College 2009 — 2013
Bachelor's of Science, Accounting
Pella Christian High School 2005 — 2009
Syed U. Farooq, CPA's Jackson National Asset Management, LLC Experience May 2015 - Present
Job Manager, Corporate Finance at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC May 2015 - Present
McGladrey September 2013 - May 2015
McGladrey November 2011 - September 2013
Equable Ascent September 2010 - November 2011
McGladrey July 2008 - September 2010
McGladrey September 2006 - July 2008
Duke Realty Corporation May 2005 - August 2005
Duke Realty Corporation May 2004 - August 2004
Skills
Private Equity, Hedge Funds, Fund Of Funds, SEC, Alternative Investments, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Accounting, Auditing, Internal Controls, SEC filings, GAAP, Financial Services, Sarbanes-Oxley, CPA, Sarbanes-Oxley Act, Financial Reporting, Financial Statements, Internal Audit, External Audit, Financial Audits, Consolidation, Variance Analysis, Cash Flow, General Ledger, Account Reconciliation, Fund Accounting, Financial Statement..., Revenue Recognition, Securities, Capital Markets, Financial Accounting, Business Valuation, Mergers, Financial Risk, Finance, Risk Management, Mergers & Acquisitions, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor of Science, Accountancy
Jackson National Asset Management, LLC May 2015 - Present
McGladrey September 2013 - May 2015
McGladrey November 2011 - September 2013
Equable Ascent September 2010 - November 2011
McGladrey July 2008 - September 2010
McGladrey September 2006 - July 2008
Duke Realty Corporation May 2005 - August 2005
Duke Realty Corporation May 2004 - August 2004
Skills
Private Equity, Hedge Funds, Fund Of Funds, SEC, Alternative Investments, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Accounting, Auditing, Internal Controls, SEC filings, GAAP, Financial Services, Sarbanes-Oxley, CPA, Sarbanes-Oxley Act, Financial Reporting, Financial Statements, Internal Audit, External Audit, Financial Audits, Consolidation, Variance Analysis, Cash Flow, General Ledger, Account Reconciliation, Fund Accounting, Financial Statement..., Revenue Recognition, Securities, Capital Markets, Financial Accounting, Business Valuation, Mergers, Financial Risk, Finance, Risk Management, Mergers & Acquisitions, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor of Science, Accountancy
Seth Meyer's Jackson National Asset Management, LLC Experience June 2008 - September 2008
Job Associate at Williams & Connolly LLP
Industry Law Practice
Experience
Williams & Connolly LLP October 2014 - Present
U.S. Court of Appeals for the Sixth Circuit August 2013 - August 2014
Sullivan & Cromwell LLP May 2013 - June 2013
Sullivan & Cromwell LLP May 2012 - August 2012
United States District Court for the Northern District of Illinois June 2011 - September 2011
State of Michigan Attorney General June 2009 - September 2009
Jackson National Asset Management, LLC June 2008 - September 2008
Education
University of Virginia School of Law 2010 — 2013
Juris Doctor
Northwestern University 2007 — 2010
Bachelor of Arts, Political Science, Legal Studies
Institut d'Etudes politiques de Paris 2009 — 2009
European Union Law and Economics, French Language
Okemos High School 2003 — 2007
High School Diploma
Williams & Connolly LLP October 2014 - Present
U.S. Court of Appeals for the Sixth Circuit August 2013 - August 2014
Sullivan & Cromwell LLP May 2013 - June 2013
Sullivan & Cromwell LLP May 2012 - August 2012
United States District Court for the Northern District of Illinois June 2011 - September 2011
State of Michigan Attorney General June 2009 - September 2009
Jackson National Asset Management, LLC June 2008 - September 2008
Education
University of Virginia School of Law 2010 — 2013
Juris Doctor
Northwestern University 2007 — 2010
Bachelor of Arts, Political Science, Legal Studies
Institut d'Etudes politiques de Paris 2009 — 2009
European Union Law and Economics, French Language
Okemos High School 2003 — 2007
High School Diploma
Vicki Todd Vicki Todd's Jackson National Asset Management, LLC Experience November 1998 - May 2005
Job VP, Fund Accounting at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services February 2007 - Present
Jackson National Asset Management, LLC November 1998 - May 2005
State Street Bank March 1994 - November 1998
Skills
Mutual Funds, Management, Fund Accounting
Education
University of Nebraska-Lincoln
BS, Accounting
Gemini Fund Services February 2007 - Present
Jackson National Asset Management, LLC November 1998 - May 2005
State Street Bank March 1994 - November 1998
Skills
Mutual Funds, Management, Fund Accounting
Education
University of Nebraska-Lincoln
BS, Accounting
Irena Zambovska Irena Zambovska's Jackson National Asset Management, LLC Experience January 2012 - Present
Job Financial Reporting at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC January 2012 - Present
Invesco Ltd. May 2010 - November 2011
VinaKom Communications 2006 - 2008
VinaKom Communications October 2004 - May 2006
Skills
Financial Reporting, Financial Analysis, SEC filings, Mutual Funds, Accounting, Fund Accounting, Strategic Financial..., Auditing, Financial Modeling, Financial Accounting, Corporate Finance, Sarbanes-Oxley Act, Bloomberg, Valuation, Account Reconciliation, Hedge Funds, Forecasting, Budgets, Investments, Internal Audit
Education
Northeastern Illinois University
B.S.
Jackson National Asset Management, LLC January 2012 - Present
Invesco Ltd. May 2010 - November 2011
VinaKom Communications 2006 - 2008
VinaKom Communications October 2004 - May 2006
Skills
Financial Reporting, Financial Analysis, SEC filings, Mutual Funds, Accounting, Fund Accounting, Strategic Financial..., Auditing, Financial Modeling, Financial Accounting, Corporate Finance, Sarbanes-Oxley Act, Bloomberg, Valuation, Account Reconciliation, Hedge Funds, Forecasting, Budgets, Investments, Internal Audit
Education
Northeastern Illinois University
B.S.
Paul Toups's Jackson National Asset Management, LLC Experience 1998 - 2000
Job Regional Director at Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual Insurance December 2009 - Present
ING January 2008 - June 2009
Nationwide Financial June 2000 - January 2008
Jackson National Asset Management, LLC 1998 - 2000
Jackson National Life 1988 - 1998
Skills
Fixed Annuities, Mutual Funds, Retirement, Investments, Life Insurance, Insurance, Financial Advisory, Estate Planning, Variable Annuities, Pensions, Sales, Sales Operations, Sales Management, Recruiting, Series 6, Series 63, Series 7, Retirement Planning, IRAs
Education
University of New Orleans 1984 — 1988
Liberty Mutual Insurance December 2009 - Present
ING January 2008 - June 2009
Nationwide Financial June 2000 - January 2008
Jackson National Asset Management, LLC 1998 - 2000
Jackson National Life 1988 - 1998
Skills
Fixed Annuities, Mutual Funds, Retirement, Investments, Life Insurance, Insurance, Financial Advisory, Estate Planning, Variable Annuities, Pensions, Sales, Sales Operations, Sales Management, Recruiting, Series 6, Series 63, Series 7, Retirement Planning, IRAs
Education
University of New Orleans 1984 — 1988
Lynn Mouser Lynn Mouser's Jackson National Asset Management, LLC Experience 2003 - June 2014
Job Financial Services Operations Director
Industry Financial Services
Experience
Jackson National Asset Management, LLC 2003 - June 2014
Ernst & Young 2002 - 2003
Arthur Andersen LLP 1999 - 2002
Education
University of Dayton 1995 — 1999
Bachelor of Science (BS), Accounting
Jackson National Asset Management, LLC 2003 - June 2014
Ernst & Young 2002 - 2003
Arthur Andersen LLP 1999 - 2002
Education
University of Dayton 1995 — 1999
Bachelor of Science (BS), Accounting
Heather Starck Cooper's Jackson National Asset Management, LLC Experience 2002 - 2004
Job Assistant Vice President, Pricing and Business Intelligence at Equity Residential
Industry Real Estate
Experience
Equity Residential January 2015 - Present
Equity Residential January 2011 - January 2015
Equity Residential July 2008 - January 2011
Equity Residential January 2007 - July 2008
Equity Residential 2005 - 2007
Ashton Partners 2004 - 2005
Jackson National Asset Management, LLC 2002 - 2004
Skills
Revenue Analysis, Budgets, Financial Analysis, Forecasting, Real Estate, Competitive Analysis, Pricing, Market Analysis, Property Management, Account Management, Contract Negotiation, Pricing Strategy, Due Diligence, Finance, Microsoft Excel, Financial Modeling, Yield Management, Apartments, Revenue Forecasting, Negotiation, Cross-functional Team..., Management
Education
Northern Illinois University
Bachelor of Science (BS), Finance
Northern Illinois University
Equity Residential January 2015 - Present
Equity Residential January 2011 - January 2015
Equity Residential July 2008 - January 2011
Equity Residential January 2007 - July 2008
Equity Residential 2005 - 2007
Ashton Partners 2004 - 2005
Jackson National Asset Management, LLC 2002 - 2004
Skills
Revenue Analysis, Budgets, Financial Analysis, Forecasting, Real Estate, Competitive Analysis, Pricing, Market Analysis, Property Management, Account Management, Contract Negotiation, Pricing Strategy, Due Diligence, Finance, Microsoft Excel, Financial Modeling, Yield Management, Apartments, Revenue Forecasting, Negotiation, Cross-functional Team..., Management
Education
Northern Illinois University
Bachelor of Science (BS), Finance
Northern Illinois University
Christina Criswell Christina Criswell's Jackson National Asset Management, LLC Experience July 2015 - Present
Job National Accounts Coordinator at Jackson
Industry Financial Services
Experience
Jackson National Asset Management, LLC July 2015 - Present
Welch Financial Planning, LLC September 2014 - May 2015
Hands Up for the Children June 2014 - August 2014
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Leadership, Finance, Social Networking, PowerPoint, Social Media, Data Analysis, Fundraising, Salesforce.com
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Science in Business (BS), Emphasis Finance
East High School 2008 — 2011
Jackson National Asset Management, LLC July 2015 - Present
Welch Financial Planning, LLC September 2014 - May 2015
Hands Up for the Children June 2014 - August 2014
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Leadership, Finance, Social Networking, PowerPoint, Social Media, Data Analysis, Fundraising, Salesforce.com
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Science in Business (BS), Emphasis Finance
East High School 2008 — 2011
Manvel Robinson's Jackson National Asset Management, LLC Experience January 2013 - Present
Job Compliance Analyst at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC January 2013 - Present
Jackson Fund Services July 2007 - Present
Skills
Accounting, Financial Analysis, Microsoft Excel, Finance, Financial Reporting, Microsoft Word, Equities, PowerPoint, Financial Services, Investments
Education
Purdue University Calumet
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northeastern Illinois University
Master’s Degree, Inner-City Studies
University of Illinois at Urbana-Champaign
Bachelor’s Degree, Consumer Economics
Jackson National Asset Management, LLC January 2013 - Present
Jackson Fund Services July 2007 - Present
Skills
Accounting, Financial Analysis, Microsoft Excel, Finance, Financial Reporting, Microsoft Word, Equities, PowerPoint, Financial Services, Investments
Education
Purdue University Calumet
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northeastern Illinois University
Master’s Degree, Inner-City Studies
University of Illinois at Urbana-Champaign
Bachelor’s Degree, Consumer Economics
Ariana Johnston's Jackson National Asset Management, LLC Experience August 2014 - January 2015
Job Sales Assistant
Industry Staffing and Recruiting
Experience
Innovar Group March 2015 - Present
Jackson National Asset Management, LLC August 2014 - January 2015
Target August 2011 - August 2014
Skills
Organization, Management, Microsoft Office, Customer relations, American Sign Language, Multi Tasking, Microsoft Excel, Leadership, Marketing, Team Building
Education
University of Nebraska at Omaha 2012 — 2014
Bachelor's of Arts, Psychology
University of Nebraska at Kearney 2011 — 2011
Speech-Language Pathology
Central Community College 2009 — 2011
Associate's Degree, General Studies
Innovar Group March 2015 - Present
Jackson National Asset Management, LLC August 2014 - January 2015
Target August 2011 - August 2014
Skills
Organization, Management, Microsoft Office, Customer relations, American Sign Language, Multi Tasking, Microsoft Excel, Leadership, Marketing, Team Building
Education
University of Nebraska at Omaha 2012 — 2014
Bachelor's of Arts, Psychology
University of Nebraska at Kearney 2011 — 2011
Speech-Language Pathology
Central Community College 2009 — 2011
Associate's Degree, General Studies
Nida Qamar's Jackson National Asset Management, LLC Experience August 2015 - Present
Job Student at University of Illinois at Chicago
Industry Financial Services
Experience
Jackson National Asset Management, LLC August 2015 - Present
Ryan Thomas April 2012 - Present
Caterpillar Inc. May 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, Project Management, Analysis, Leadership, Access, PowerPoint, Microsoft Word
Education
University of Illinois at Chicago 2014 — 2016
Finance, General
Jackson National Asset Management, LLC August 2015 - Present
Ryan Thomas April 2012 - Present
Caterpillar Inc. May 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, Project Management, Analysis, Leadership, Access, PowerPoint, Microsoft Word
Education
University of Illinois at Chicago 2014 — 2016
Finance, General
Jessica Schiller, MBA's Jackson National Asset Management, LLC Experience February 2009 - November 2011
Job Senior Finance Manager at Blumberg Capital
Industry Financial Services
Experience
Blumberg Capital January 2015 - Present
Honor Finance September 2013 - December 2014
McGladrey July 2011 - March 2013
Jackson National Asset Management, LLC February 2009 - November 2011
Bank of New York Mellon February 2007 - February 2009
Hansberger Global Investors September 2004 - February 2007
Skills
Equity Swaps, Interest Rate Swaps, Swaptions, Swaps, Inflation, Interest Rate..., Credit Derivatives, Repos, ISDA, Collateral Management, Alternative Investments, Investment Strategies, Private Equity/Venture..., S&P, IDC, Bloomberg, Reuters, Sungard, Financial Reporting, Financial Accounting, Financial Analysis, Financial Markets, Investments, Hedge Funds, Internal Controls, Accounting, Management, Auditing, Finance, Financial Services, Portfolio Management, Valuation
Education
Nova Southeastern University 2005 — 2008
MBA, Finance
University of Florida 1998 — 2002
BS, Finance
Blumberg Capital January 2015 - Present
Honor Finance September 2013 - December 2014
McGladrey July 2011 - March 2013
Jackson National Asset Management, LLC February 2009 - November 2011
Bank of New York Mellon February 2007 - February 2009
Hansberger Global Investors September 2004 - February 2007
Skills
Equity Swaps, Interest Rate Swaps, Swaptions, Swaps, Inflation, Interest Rate..., Credit Derivatives, Repos, ISDA, Collateral Management, Alternative Investments, Investment Strategies, Private Equity/Venture..., S&P, IDC, Bloomberg, Reuters, Sungard, Financial Reporting, Financial Accounting, Financial Analysis, Financial Markets, Investments, Hedge Funds, Internal Controls, Accounting, Management, Auditing, Finance, Financial Services, Portfolio Management, Valuation
Education
Nova Southeastern University 2005 — 2008
MBA, Finance
University of Florida 1998 — 2002
BS, Finance
Kyle Schultz, CFA Kyle Schultz, CFA's Jackson National Asset Management, LLC Experience January 2011 - June 2013
Job Senior Associate at Vintage Fund Management
Industry Venture Capital & Private Equity
Experience
Vintage Fund Management June 2014 - Present
Granite Investment Partners January 2014 - June 2014
Jackson National Asset Management, LLC January 2011 - June 2013
Ellwood Associates September 2008 - January 2011
Skills
Mutual Funds, Asset Management, Equity Research, Private Equity, Investments, Equities, Due Diligence, Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds, Financial Modeling
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Vintage Fund Management June 2014 - Present
Granite Investment Partners January 2014 - June 2014
Jackson National Asset Management, LLC January 2011 - June 2013
Ellwood Associates September 2008 - January 2011
Skills
Mutual Funds, Asset Management, Equity Research, Private Equity, Investments, Equities, Due Diligence, Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds, Financial Modeling
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Britt Bogus Britt Bogus's Jackson National Asset Management, LLC Experience November 2013 - Present
Job
Industry
Experience
Jackson National Asset Management, LLC November 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Research, Management, Financial Analysis, Accounting, Outlook, Data Analysis, Customer Service, Public Speaking, English
Education
Middle Tennessee State University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Jackson National Asset Management, LLC November 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Research, Management, Financial Analysis, Accounting, Outlook, Data Analysis, Customer Service, Public Speaking, English
Education
Middle Tennessee State University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
James Dziubla, CPA James Dziubla, CPA's Jackson National Asset Management, LLC Experience January 2013 - October 2013
Job Assurance Associate Financial Services at McGladrey
Industry Accounting
Experience
McGladrey October 2013 - Present
Jackson National Asset Management, LLC January 2013 - October 2013
Jackson National Asset Management, LLC June 2012 - December 2012
theWit - A Doubletree Hotel Chicago Downtown October 2011 - June 2012
Skills
Accounting, Access, Outlook, PowerPoint, Financial Accounting, Microsoft Excel, Hospitality, Microsoft Office, Microsoft Word, Fund Accounting, Teamwork, Cash-handling, Accounting Issues
Education
University of Illinois at Chicago 2008 — 2012
Bachelor of Science (B.S.), Accounting, 3.45
McGladrey October 2013 - Present
Jackson National Asset Management, LLC January 2013 - October 2013
Jackson National Asset Management, LLC June 2012 - December 2012
theWit - A Doubletree Hotel Chicago Downtown October 2011 - June 2012
Skills
Accounting, Access, Outlook, PowerPoint, Financial Accounting, Microsoft Excel, Hospitality, Microsoft Office, Microsoft Word, Fund Accounting, Teamwork, Cash-handling, Accounting Issues
Education
University of Illinois at Chicago 2008 — 2012
Bachelor of Science (B.S.), Accounting, 3.45
Derek Gaab Derek Gaab's Jackson National Asset Management, LLC Experience November 2014 - Present
Job Fund Accountant I at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC November 2014 - Present
First Look Appraisals, LLC June 2014 - November 2014
Rejuv Medical Weight Loss and Performance Center September 2012 - April 2014
Sartell High School & Saint John’s University May 2011 - July 2012
St. Cloud Recreation May 2010 - August 2011
Celebration Lutheran Church July 2009 - July 2009
Skills
Customer Service, Teamwork, Leadership, Time Management, Finance, Public Speaking, Data Entry, People Skills, Microsoft Excel, PowerPoint, Microsoft Word, Communication, Financial Analysis, Financial Markets, Financial Accounting, Appraising, Real Estate Economics
Education
St. John's University 2010 — 2014
Bachelor of Arts, Accounting/Finance, 3.51/4.0
Jackson National Asset Management, LLC November 2014 - Present
First Look Appraisals, LLC June 2014 - November 2014
Rejuv Medical Weight Loss and Performance Center September 2012 - April 2014
Sartell High School & Saint John’s University May 2011 - July 2012
St. Cloud Recreation May 2010 - August 2011
Celebration Lutheran Church July 2009 - July 2009
Skills
Customer Service, Teamwork, Leadership, Time Management, Finance, Public Speaking, Data Entry, People Skills, Microsoft Excel, PowerPoint, Microsoft Word, Communication, Financial Analysis, Financial Markets, Financial Accounting, Appraising, Real Estate Economics
Education
St. John's University 2010 — 2014
Bachelor of Arts, Accounting/Finance, 3.51/4.0
Marlowe Altman Marlowe Altman's Jackson National Asset Management, LLC Experience February 2013 - Present
Job Operations and Accounting at Altman Architects
Industry Architecture & Planning
Experience
Jackson National Asset Management, LLC February 2013 - Present
Altman Architects, Inc. June 2010 - Present
Altman Architects, Inc. May 2008 - June 2010
Altman Architects, Inc. May 2007 - May 2008
Altman Architects, Inc. May 2006 - May 2007
Altman Architects, Inc. May 2005 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Budgets, Strategic Planning, Social Media, Event Planning, Public Speaking
Education
University of Florida 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Jackson National Asset Management, LLC February 2013 - Present
Altman Architects, Inc. June 2010 - Present
Altman Architects, Inc. May 2008 - June 2010
Altman Architects, Inc. May 2007 - May 2008
Altman Architects, Inc. May 2006 - May 2007
Altman Architects, Inc. May 2005 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Budgets, Strategic Planning, Social Media, Event Planning, Public Speaking
Education
University of Florida 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Flor Torres's Jackson National Asset Management, LLC Experience September 2015 - Present
Job Experienced Multilingual Valuation Analyst
Industry Investment Management
Experience
Jackson National Asset Management, LLC September 2015 - Present
Jackson National Asset Management, LLC May 2013 - September 2015
Jackson National Asset Management, LLC January 2013 - May 2013
Harris Associates L.P. February 2011 - December 2012
Loyola University Chicago Enactus August 2010 - May 2012
Center for Economic Progress February 2010 - December 2010
Skills
Time Management, Spanish, Research, Microsoft Excel, Team-oriented, French, Investments, Microsoft Office, communication, presentation skills, multi-lingual, assertive, efficiency, Business Strategy, Team Management, Team Leadership, Statistics, Data Analysis, Writing, Social Media, Problem Solving, Group Presentations, Entrepreneurship, Marketing, Finance, Fundraising, Public Speaking, Leadership, Access, SunGard, Strategic Concept..., Project Management, Client Relations
Education
Loyola University of Chicago 2009 — 2013
Bachelor Business Administration (B.B.A.); Bachelor of Arts (B.A.), International Business, Finance, and International Business, Senior
Universitat Autònoma de Barcelona 2012 — 2012
Bachelor of Business Administration (B.B.A.), International Business, Study Abroad Summer 2012
Jackson National Asset Management, LLC September 2015 - Present
Jackson National Asset Management, LLC May 2013 - September 2015
Jackson National Asset Management, LLC January 2013 - May 2013
Harris Associates L.P. February 2011 - December 2012
Loyola University Chicago Enactus August 2010 - May 2012
Center for Economic Progress February 2010 - December 2010
Skills
Time Management, Spanish, Research, Microsoft Excel, Team-oriented, French, Investments, Microsoft Office, communication, presentation skills, multi-lingual, assertive, efficiency, Business Strategy, Team Management, Team Leadership, Statistics, Data Analysis, Writing, Social Media, Problem Solving, Group Presentations, Entrepreneurship, Marketing, Finance, Fundraising, Public Speaking, Leadership, Access, SunGard, Strategic Concept..., Project Management, Client Relations
Education
Loyola University of Chicago 2009 — 2013
Bachelor Business Administration (B.B.A.); Bachelor of Arts (B.A.), International Business, Finance, and International Business, Senior
Universitat Autònoma de Barcelona 2012 — 2012
Bachelor of Business Administration (B.B.A.), International Business, Study Abroad Summer 2012
Aaron Wieringa's Jackson National Asset Management, LLC Experience January 2014 - August 2014
Job Student at Purdue University Calumet
Industry Accounting
Experience
Jackson National Asset Management, LLC January 2014 - August 2014
Culver Franchising System, Inc. August 2010 - December 2013
Skills
UltraTax, Time Management, Bloomberg Terminal, Microsoft Word, Microsoft Excel, SunGard, Data Entry, Customer Service, Teamwork, PowerPoint, Microsoft Office, Restaurants, Food Service, Cashiering, Inventory Management
Education
Purdue University Calumet 2009 — 2015
Bachelor's Degree, Accounting
Jackson National Asset Management, LLC January 2014 - August 2014
Culver Franchising System, Inc. August 2010 - December 2013
Skills
UltraTax, Time Management, Bloomberg Terminal, Microsoft Word, Microsoft Excel, SunGard, Data Entry, Customer Service, Teamwork, PowerPoint, Microsoft Office, Restaurants, Food Service, Cashiering, Inventory Management
Education
Purdue University Calumet 2009 — 2015
Bachelor's Degree, Accounting
Megan Kamp Megan Kamp's Jackson National Asset Management, LLC Experience January 2013 - Present
Job Financial Reporting Analyst at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC January 2013 - Present
Ogrizovich Financial Management December 2010 - December 2012
Dunhill Tuxedos February 2007 - August 2011
Trinity Christian College August 2010 - December 2010
Skills
Strategic Financial..., Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Finance, QuickBooks, Public Speaking, Customer Service, Outlook, Access, Research, Accounts Payable, Analysis, Risk Management
Education
Trinity Christian College 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Jackson National Asset Management, LLC January 2013 - Present
Ogrizovich Financial Management December 2010 - December 2012
Dunhill Tuxedos February 2007 - August 2011
Trinity Christian College August 2010 - December 2010
Skills
Strategic Financial..., Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Finance, QuickBooks, Public Speaking, Customer Service, Outlook, Access, Research, Accounts Payable, Analysis, Risk Management
Education
Trinity Christian College 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
David Stoermer Jr. David Stoermer Jr.'s Jackson National Asset Management, LLC Experience April 2014 - Present
Job Fund Accountant at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC April 2014 - Present
MetLife October 2011 - April 2014
Skills
Client Issue Resolution, Fund Accounting, Investment Performance, Qualified Retirement..., Retirement Benefits, Financial Services, Mutual Funds, Securities Market, Sales, Leadership
Education
University of Iowa 2008 — 2011
Bachelor of Arts (B.A.), Political Economy & International Business
Jackson National Asset Management, LLC April 2014 - Present
MetLife October 2011 - April 2014
Skills
Client Issue Resolution, Fund Accounting, Investment Performance, Qualified Retirement..., Retirement Benefits, Financial Services, Mutual Funds, Securities Market, Sales, Leadership
Education
University of Iowa 2008 — 2011
Bachelor of Arts (B.A.), Political Economy & International Business
Brian Doorn, CPA Brian Doorn, CPA's Jackson National Asset Management, LLC Experience May 2011 - Present
Job Financial Reporting Analyst at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC May 2011 - Present
Jackson National Asset Management, LLC May 2010 - May 2011
Trinity Christian College September 2009 - May 2011
SID'S Greenhouses February 2006 - December 2010
Skills
Accounting, Financial Statements, Financial Reporting, Financial Analysis, Financial Accounting, Auditing, Microsoft Excel, Tax, Finance, Access, Internal Controls, Microsoft Office, PowerPoint, Sarbanes-Oxley Act, Microsoft Word, US GAAP, Budgets, Outlook
Education
Trinity Christian College 2007 — 2011
Bachelor of Science, Accountancy and Finance
Jackson National Asset Management, LLC May 2011 - Present
Jackson National Asset Management, LLC May 2010 - May 2011
Trinity Christian College September 2009 - May 2011
SID'S Greenhouses February 2006 - December 2010
Skills
Accounting, Financial Statements, Financial Reporting, Financial Analysis, Financial Accounting, Auditing, Microsoft Excel, Tax, Finance, Access, Internal Controls, Microsoft Office, PowerPoint, Sarbanes-Oxley Act, Microsoft Word, US GAAP, Budgets, Outlook
Education
Trinity Christian College 2007 — 2011
Bachelor of Science, Accountancy and Finance
Avelino (JR) Ortiz's Jackson National Asset Management, LLC Experience December 2003 - December 2007
Job Global Data Center Manager, Whirlpool Corporation
Industry Information Technology and Services
Experience
Whirlpool Corporation August 2013 - Present
Whirlpool Corporation February 2013 - August 2013
Sparrow Health System November 2012 - January 2013
MPI Research September 2011 - 2012
Aditya Birla Minacs 2009 - October 2011
ThyssenKrupp Materials NA, Inc. 2007 - 2008
Jackson National Asset Management, LLC December 2003 - December 2007
Capital One 1999 - 2003
Gateway 1996 - 1999
US Army March 1990 - June 1996
Skills
Project Management, Vendor Management, Disaster Recovery, Cloud Computing, High Performance Teams, Infrastructure..., Storage Area Networks, Contract Management, Departmental Budgeting, Mentoring, Budgets, Virtualization, VMware, Program Management, Data Center, Active Directory, Network Security, IT Operations, Security, Change Management, Citrix, Network Administration, Firewalls, IT Management, Telecommunications, Leadership, Strategy, Management, System Administration, IT Service Management, Servers, CRM, Project Planning, Technical Support, Networking, Software Documentation, Operating Systems, IT Strategy, ITIL, Integration, Databases, SharePoint, Governance, Enterprise Architecture, Windows Server, Business Continuity, Switches, Information Technology, Linux, Enterprise Software
Education
Regis University
Bachelor of Science (BS), Technical Business Management
University of Southern California
Master of Science (MS), Computer Systems Management
Whirlpool Corporation August 2013 - Present
Whirlpool Corporation February 2013 - August 2013
Sparrow Health System November 2012 - January 2013
MPI Research September 2011 - 2012
Aditya Birla Minacs 2009 - October 2011
ThyssenKrupp Materials NA, Inc. 2007 - 2008
Jackson National Asset Management, LLC December 2003 - December 2007
Capital One 1999 - 2003
Gateway 1996 - 1999
US Army March 1990 - June 1996
Skills
Project Management, Vendor Management, Disaster Recovery, Cloud Computing, High Performance Teams, Infrastructure..., Storage Area Networks, Contract Management, Departmental Budgeting, Mentoring, Budgets, Virtualization, VMware, Program Management, Data Center, Active Directory, Network Security, IT Operations, Security, Change Management, Citrix, Network Administration, Firewalls, IT Management, Telecommunications, Leadership, Strategy, Management, System Administration, IT Service Management, Servers, CRM, Project Planning, Technical Support, Networking, Software Documentation, Operating Systems, IT Strategy, ITIL, Integration, Databases, SharePoint, Governance, Enterprise Architecture, Windows Server, Business Continuity, Switches, Information Technology, Linux, Enterprise Software
Education
Regis University
Bachelor of Science (BS), Technical Business Management
University of Southern California
Master of Science (MS), Computer Systems Management
Geoff Serednesky's Jackson National Asset Management, LLC Experience 2008 - 2011
Job Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting 2013 - Present
FTI Consulting 2011 - 2013
Jackson National Asset Management, LLC 2008 - 2011
Merrill Lynch 2005 - 2007
Skills
Bloomberg, Excel, Financial Analysis, Financial Reporting, Financial Accounting, Research, PowerPoint, Capital IQ, Financial Modeling, Valuation
Education
The Ohio State University
Bachelors, Finance
FTI Consulting 2013 - Present
FTI Consulting 2011 - 2013
Jackson National Asset Management, LLC 2008 - 2011
Merrill Lynch 2005 - 2007
Skills
Bloomberg, Excel, Financial Analysis, Financial Reporting, Financial Accounting, Research, PowerPoint, Capital IQ, Financial Modeling, Valuation
Education
The Ohio State University
Bachelors, Finance
Bill Harding, CFA's Jackson National Asset Management, LLC Experience October 2012 - Present
Job Vice President, Head of Investment Management at Jackson National Asset Management, LLC
Industry Investment Management
Experience
Jackson National Asset Management, LLC October 2012 - Present
Morningstar Associates August 2011 - October 2012
Morningstar Investment Services March 2003 - August 2011
Morningstar June 1999 - March 2003
Leprino Foods June 1996 - May 1999
Skills
Mutual Funds, Asset Allocation, Absolute Return, Due Diligence, Portfolio Management, variable ann, Alternative Investments
Education
Loyola University of Chicago - Graduate School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Colorado at Boulder 1992 — 1996
Bachelor of Science, Finance
Jackson National Asset Management, LLC October 2012 - Present
Morningstar Associates August 2011 - October 2012
Morningstar Investment Services March 2003 - August 2011
Morningstar June 1999 - March 2003
Leprino Foods June 1996 - May 1999
Skills
Mutual Funds, Asset Allocation, Absolute Return, Due Diligence, Portfolio Management, variable ann, Alternative Investments
Education
Loyola University of Chicago - Graduate School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Colorado at Boulder 1992 — 1996
Bachelor of Science, Finance
Matt Elsener's Jackson National Asset Management, LLC Experience January 2014 - April 2015
Job Manager, Group Investment Oversight
Industry Financial Services
Experience
Prudential Assurance April 2015 - Present
Jackson National Asset Management, LLC January 2014 - April 2015
Jackson National Asset Management, LLC February 2013 - January 2014
Prudential Assurance February 2011 - February 2013
Jackson National Asset Management, LLC December 2007 - February 2011
State Street 2006 - 2007
Skills
Financial Modeling, Bloomberg, Finance, Asset Management, Financial Analysis, Strategic Financial..., Analysis, Investments, Securities, Portfolio Management, Mergers, Valuation, Equities, Management
Education
University of Nebraska-Lincoln 2001 — 2005
Bachelor of Science, Finance
Prudential Assurance April 2015 - Present
Jackson National Asset Management, LLC January 2014 - April 2015
Jackson National Asset Management, LLC February 2013 - January 2014
Prudential Assurance February 2011 - February 2013
Jackson National Asset Management, LLC December 2007 - February 2011
State Street 2006 - 2007
Skills
Financial Modeling, Bloomberg, Finance, Asset Management, Financial Analysis, Strategic Financial..., Analysis, Investments, Securities, Portfolio Management, Mergers, Valuation, Equities, Management
Education
University of Nebraska-Lincoln 2001 — 2005
Bachelor of Science, Finance
Kyle Rybak's Jackson National Asset Management, LLC Experience December 2010 - January 2012
Job Associate at Goldman Sachs | MBA Candidate at University of Chicago Booth School of Business
Industry Investment Management
Experience
Goldman Sachs January 2013 - Present
Goldman Sachs January 2012 - December 2012
Jackson National Asset Management, LLC December 2010 - January 2012
Jackson National Asset Management, LLC November 2007 - December 2010
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Ohio University 2003 — 2007
BBA, Finance
Padua Franciscan High School
Goldman Sachs January 2013 - Present
Goldman Sachs January 2012 - December 2012
Jackson National Asset Management, LLC December 2010 - January 2012
Jackson National Asset Management, LLC November 2007 - December 2010
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Ohio University 2003 — 2007
BBA, Finance
Padua Franciscan High School
Chris Reel, CFA, CAIA's Jackson National Asset Management, LLC Experience January 2012 - December 2013
Job Analyst at Albourne Partners
Industry Financial Services
Experience
Albourne Partners December 2013 - Present
Jackson National Asset Management, LLC January 2012 - December 2013
Hewitt EnnisKnupp January 2008 - January 2012
Ennis Knupp & Associates June 2006 - December 2007
Ennis Knupp & Associates January 2006 - May 2006
Ennis Knupp & Associates December 2004 - December 2005
Skills
Alternative Investments, Investments, Private Equity, Investment Management, Due Diligence, Institutional..., Hedge Funds, Equities, Asset Managment, Mutual Funds, Investment Strategies, Asset Management, Mergers, Asset Allocation
Education
University of Iowa 2001 — 2004
BBA with Honors, Finance
Albourne Partners December 2013 - Present
Jackson National Asset Management, LLC January 2012 - December 2013
Hewitt EnnisKnupp January 2008 - January 2012
Ennis Knupp & Associates June 2006 - December 2007
Ennis Knupp & Associates January 2006 - May 2006
Ennis Knupp & Associates December 2004 - December 2005
Skills
Alternative Investments, Investments, Private Equity, Investment Management, Due Diligence, Institutional..., Hedge Funds, Equities, Asset Managment, Mutual Funds, Investment Strategies, Asset Management, Mergers, Asset Allocation
Education
University of Iowa 2001 — 2004
BBA with Honors, Finance
Stephanie Samuelson, CPA's Jackson National Asset Management, LLC Experience March 2015 - Present
Job Tax Supervisor at Jackson National Asset Management, LLC
Industry Accounting
Experience
Jackson National Asset Management, LLC March 2015 - Present
Jackson National Asset Management, LLC July 2013 - February 2015
Jackson National Asset Management, LLC July 2012 - June 2013
PwC November 2010 - June 2012
Skills
Tax, Taxation of Regulated..., CPA, Accounting, Tax Accounting, Income Tax, Tax Research, Tax Preparation, Partnership Taxation
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Accounting
Jackson National Asset Management, LLC March 2015 - Present
Jackson National Asset Management, LLC July 2013 - February 2015
Jackson National Asset Management, LLC July 2012 - June 2013
PwC November 2010 - June 2012
Skills
Tax, Taxation of Regulated..., CPA, Accounting, Tax Accounting, Income Tax, Tax Research, Tax Preparation, Partnership Taxation
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Accounting
Chad Beaty's Jackson National Asset Management, LLC Experience December 2007 - Present
Job Financial Reporting Analyst
Industry Financial Services
Experience
Jackson National Asset Management, LLC December 2007 - Present
Union Bank & Trust December 2005 - September 2006
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Bloomberg Terminal, Financial Accounting, Mutual Funds, Bloomberg, Fund Administration, Microsoft Excel, Analysis, Accounting, Account Reconciliation, Asset Management, Derivatives, Investments, Securities, Equities, Fund Accounting, Financial Services, Financial Reporting, SEC filings, Financial Markets, Sarbanes-Oxley Act
Education
University of Nebraska-Lincoln 2002 — 2006
Bachelors, Finance, Management
Jackson National Asset Management, LLC December 2007 - Present
Union Bank & Trust December 2005 - September 2006
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Bloomberg Terminal, Financial Accounting, Mutual Funds, Bloomberg, Fund Administration, Microsoft Excel, Analysis, Accounting, Account Reconciliation, Asset Management, Derivatives, Investments, Securities, Equities, Fund Accounting, Financial Services, Financial Reporting, SEC filings, Financial Markets, Sarbanes-Oxley Act
Education
University of Nebraska-Lincoln 2002 — 2006
Bachelors, Finance, Management
Emil Suqi's Jackson National Asset Management, LLC Experience September 2010 - September 2014
Job Senior Consultant at Allstate Investments
Industry Investment Management
Experience
Allstate Investments, LLC June 2015 - Present
Goldman Sachs September 2014 - June 2015
Jackson National Asset Management, LLC September 2010 - September 2014
Northern Trust May 2008 - September 2010
Skills
Bloomberg, Equities, Bloomberg Terminal, Financial Analysis, Securities, Fixed Income, Investments, Strategic Financial..., Hedge Funds, Mutual Funds, Derivatives, Financial Modeling, Valuation, Financial Reporting, Portfolio Management, Bonds, Cash Management, Axys, Fund Accounting, Alternative Investments, Series 7, Series 63, Chartered Financial...
Education
University of Illinois at Chicago 2004 — 2008
Bachelors, Economics, Finance
University of Wisconsin-Madison 2006 — 2007
Allstate Investments, LLC June 2015 - Present
Goldman Sachs September 2014 - June 2015
Jackson National Asset Management, LLC September 2010 - September 2014
Northern Trust May 2008 - September 2010
Skills
Bloomberg, Equities, Bloomberg Terminal, Financial Analysis, Securities, Fixed Income, Investments, Strategic Financial..., Hedge Funds, Mutual Funds, Derivatives, Financial Modeling, Valuation, Financial Reporting, Portfolio Management, Bonds, Cash Management, Axys, Fund Accounting, Alternative Investments, Series 7, Series 63, Chartered Financial...
Education
University of Illinois at Chicago 2004 — 2008
Bachelors, Economics, Finance
University of Wisconsin-Madison 2006 — 2007
Scott Clark, CFS's Jackson National Asset Management, LLC Experience July 2009 - February 2014
Job Regional Vice President at MVP American Securities
Industry Financial Services
Experience
MVP American Securities October 2014 - Present
Jackson National Asset Management, LLC July 2009 - February 2014
John Hancock April 2004 - July 2009
John Hancock Wood Logan 2004 - 2009
Gartmore September 2002 - September 2004
Conseco August 2000 - September 2002
Skills
Mutual Funds, Investments, Sales, Fixed Annuities, Financial Advisory, Hedge Funds, Series 7, Series 63, Financial Markets, Series 6, Retirement Planning, Time Management, Variable Annuities, Asset Allocation, Wealth Management, Securities, Insurance, Alternative Investments, Asset Management, Financial Services, Portfolio Management, Retirement, IRAs, Investment Strategies, Wholesale, Financial Analysis, Sales Management, Salesforce.com, Fixed Income, Separately Managed..., Equities, Leadership, Marketing, Management, Finance, Investment Management, Investment Advisory, 401k, Competitive Analysis, FINRA, Sales Operations, Strategic Planning, Series 65, Life Insurance, Customer Service, Financial Planning, Relationship Management
Education
Mississippi State University 1996 — 2000
BA and MBA, Management
MVP American Securities October 2014 - Present
Jackson National Asset Management, LLC July 2009 - February 2014
John Hancock April 2004 - July 2009
John Hancock Wood Logan 2004 - 2009
Gartmore September 2002 - September 2004
Conseco August 2000 - September 2002
Skills
Mutual Funds, Investments, Sales, Fixed Annuities, Financial Advisory, Hedge Funds, Series 7, Series 63, Financial Markets, Series 6, Retirement Planning, Time Management, Variable Annuities, Asset Allocation, Wealth Management, Securities, Insurance, Alternative Investments, Asset Management, Financial Services, Portfolio Management, Retirement, IRAs, Investment Strategies, Wholesale, Financial Analysis, Sales Management, Salesforce.com, Fixed Income, Separately Managed..., Equities, Leadership, Marketing, Management, Finance, Investment Management, Investment Advisory, 401k, Competitive Analysis, FINRA, Sales Operations, Strategic Planning, Series 65, Life Insurance, Customer Service, Financial Planning, Relationship Management
Education
Mississippi State University 1996 — 2000
BA and MBA, Management
Eric Fleming's Jackson National Asset Management, LLC Experience June 2011 - September 2014
Job Accountant at Aurora Investment Management
Industry Investment Management
Experience
Aurora Investment Management September 2014 - Present
Jackson National Asset Management, LLC June 2011 - September 2014
Jackson National Asset Management, LLC January 2011 - June 2011
Driehaus Capital Management August 2007 - January 2011
Skills
Financial Analysis, Securities, Equities, Bloomberg, Mutual Funds, Investments
Education
University of Iowa 2002 — 2007
BBA, Accounting, Finance
University of Iowa - Henry B. Tippie College of Business 2002 — 2007
BBA, Accounting, Finance
Aurora Investment Management September 2014 - Present
Jackson National Asset Management, LLC June 2011 - September 2014
Jackson National Asset Management, LLC January 2011 - June 2011
Driehaus Capital Management August 2007 - January 2011
Skills
Financial Analysis, Securities, Equities, Bloomberg, Mutual Funds, Investments
Education
University of Iowa 2002 — 2007
BBA, Accounting, Finance
University of Iowa - Henry B. Tippie College of Business 2002 — 2007
BBA, Accounting, Finance
Eric Beckman's Jackson National Asset Management, LLC Experience 2008 - 2009
Job Finance and Budget Manager at American Bank and Trust Company
Industry Banking
Experience
American Bank and Trust Company 2012 - Present
Black Hawk College 2010 - 2011
Chicago Analytic Trading Co. LLC 2009 - 2010
Jackson National Asset Management, LLC 2008 - 2009
John Deere 2006 - 2008
Skills
Finance, Financial Analysis, Accounting, Auditing, Financial Statements, Banking, Financial Reporting, Portfolio Management, Risk Management, Investments, Financial Modeling, Budgets, Account Reconciliation, Accounts Payable, General Ledger
Education
St. Ambrose University 2002 — 2006
Finance, Accounting, Economics
American Bank and Trust Company 2012 - Present
Black Hawk College 2010 - 2011
Chicago Analytic Trading Co. LLC 2009 - 2010
Jackson National Asset Management, LLC 2008 - 2009
John Deere 2006 - 2008
Skills
Finance, Financial Analysis, Accounting, Auditing, Financial Statements, Banking, Financial Reporting, Portfolio Management, Risk Management, Investments, Financial Modeling, Budgets, Account Reconciliation, Accounts Payable, General Ledger
Education
St. Ambrose University 2002 — 2006
Finance, Accounting, Economics
Cory Middleton's Jackson National Asset Management, LLC Experience April 2014 - Present
Job Fund Accounting Supervisor at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC April 2014 - Present
Northern Trust Hedge Fund Services April 2011 - April 2014
Toyota Boshoku America July 2009 - April 2011
KPMG January 2008 - July 2009
Skills
Accounting, Forecasting, Hedge Funds, Financial Audits, Financial Reporting, Auditing, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Consolidation, Financial Accounting, Internal Audit, US GAAP, SEC filings, GAAP, Financial Modeling, Fund Accounting, Fund Administration, Finance, Strategic Financial..., Financial Statements, Due Diligence
Education
Ohio University 2003 — 2007
BBA, Accounting
Jackson National Asset Management, LLC April 2014 - Present
Northern Trust Hedge Fund Services April 2011 - April 2014
Toyota Boshoku America July 2009 - April 2011
KPMG January 2008 - July 2009
Skills
Accounting, Forecasting, Hedge Funds, Financial Audits, Financial Reporting, Auditing, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Consolidation, Financial Accounting, Internal Audit, US GAAP, SEC filings, GAAP, Financial Modeling, Fund Accounting, Fund Administration, Finance, Strategic Financial..., Financial Statements, Due Diligence
Education
Ohio University 2003 — 2007
BBA, Accounting
Joseph Wilbur's Jackson National Asset Management, LLC Experience January 2013 - April 2015
Job Business Product Controller at UBS
Industry Financial Services
Experience
UBS May 2015 - Present
Jackson National Asset Management, LLC January 2013 - April 2015
Custom House Global Funds Services Ltd. October 2011 - January 2013
Sherlock Salon Services, LLC 2010 - 2011
Bonotel Exclusive Travel July 2008 - 2010
Merrill Lynch January 2006 - April 2006
Skills
Account Reconciliation, Financial Reporting, Fund Accounting, Financial Services, Investments, Accounting, Financial Analysis, Bank Reconciliation, Microsoft Excel, Fund Administration, Asset Management, Mutual Funds, Hedge Funds, Investor Relations, Investor Reporting, Bonds, Fixed Income, Futures, Term Loan, Collateral, Equities, Securities, Internal Controls, Transfer Agency, Fund Of Funds, Financial Accounting, NAV, SEC filings, Financial Statements, US GAAP, Journal Entries, Cash Management, Auditing, Accruals, Bloomberg Terminal, Quickbooks, Microsoft Office, Finance, Bloomberg, Internal Audit, Portfolio Management, Treasury Management, Prime Brokerage
Education
University of Nevada-Las Vegas 2006 — 2008
Bachelors of Science in Business Administration, Finance
University of Nevada-Reno 2003 — 2006
Finance
UBS May 2015 - Present
Jackson National Asset Management, LLC January 2013 - April 2015
Custom House Global Funds Services Ltd. October 2011 - January 2013
Sherlock Salon Services, LLC 2010 - 2011
Bonotel Exclusive Travel July 2008 - 2010
Merrill Lynch January 2006 - April 2006
Skills
Account Reconciliation, Financial Reporting, Fund Accounting, Financial Services, Investments, Accounting, Financial Analysis, Bank Reconciliation, Microsoft Excel, Fund Administration, Asset Management, Mutual Funds, Hedge Funds, Investor Relations, Investor Reporting, Bonds, Fixed Income, Futures, Term Loan, Collateral, Equities, Securities, Internal Controls, Transfer Agency, Fund Of Funds, Financial Accounting, NAV, SEC filings, Financial Statements, US GAAP, Journal Entries, Cash Management, Auditing, Accruals, Bloomberg Terminal, Quickbooks, Microsoft Office, Finance, Bloomberg, Internal Audit, Portfolio Management, Treasury Management, Prime Brokerage
Education
University of Nevada-Las Vegas 2006 — 2008
Bachelors of Science in Business Administration, Finance
University of Nevada-Reno 2003 — 2006
Finance
Lauren Melnick-Corrigan's Jackson National Asset Management, LLC Experience January 2011 - January 2013
Job Director, Client Service Specialist at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management July 2015 - Present
Guggenheim Partners January 2013 - July 2015
Jackson National Asset Management, LLC January 2011 - January 2013
Northern Trust March 2008 - January 2011
Northern Trust September 2006 - March 2008
Northern Trust May 2005 - September 2006
Skills
Bloomberg, Mutual Funds, Equities
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelors, Science
UBS Global Asset Management July 2015 - Present
Guggenheim Partners January 2013 - July 2015
Jackson National Asset Management, LLC January 2011 - January 2013
Northern Trust March 2008 - January 2011
Northern Trust September 2006 - March 2008
Northern Trust May 2005 - September 2006
Skills
Bloomberg, Mutual Funds, Equities
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelors, Science
Andrew Prusinowski's Jackson National Asset Management, LLC Experience May 2014 - Present
Job Software Developer at Jackson National
Industry Computer Software
Experience
Jackson National Asset Management, LLC May 2014 - Present
Michigan Technological University September 2012 - February 2013
United States Air Force July 2008 - July 2012
Roy's Pasties and Bakery March 2008 - July 2008
ITOxygen December 2006 - January 2008
Media 1 June 2007 - September 2007
Skills
DoD, Intelligence Analysis, Security Clearance, Computer Hardware, Java, C, Primefaces, Software Development, Databases
Education
Michigan Technological University 2004 — 2008
Bachelor's degree, Computer Engineering
Jackson National Asset Management, LLC May 2014 - Present
Michigan Technological University September 2012 - February 2013
United States Air Force July 2008 - July 2012
Roy's Pasties and Bakery March 2008 - July 2008
ITOxygen December 2006 - January 2008
Media 1 June 2007 - September 2007
Skills
DoD, Intelligence Analysis, Security Clearance, Computer Hardware, Java, C, Primefaces, Software Development, Databases
Education
Michigan Technological University 2004 — 2008
Bachelor's degree, Computer Engineering
Lynne DeYoung's Jackson National Asset Management, LLC Experience May 2012 - April 2014
Job Director of Finance & Administration at Chicago Southland Convention & Visitors Bureau
Industry Accounting
Experience
Chicago Southland Convention & Visitors Bureau April 2014 - Present
Jackson National Asset Management, LLC May 2012 - April 2014
P&L Accounting & Tax Service, LLP January 2011 - May 2012
Arthur J. Gallagher & Co. May 2011 - August 2011
Trinity Christian College October 2010 - January 2011
Trinity Christian College August 2009 - December 2010
Kent State University June 2010 - July 2010
L&S Electric Co., Inc June 2009 - August 2009
L&S Electric Co., Inc. June 2008 - August 2008
Skills
Bookkeeping, Invoicing, Microsoft Office, Accounting, Auditing, Tax, Microsoft Excel, Research, Account Reconciliation, Budgets, Financial Analysis
Education
Trinity Christian College 2008 — 2012
Bachelor of Science (B.S.), Accounting, Mathematics
Chicago Southland Convention & Visitors Bureau April 2014 - Present
Jackson National Asset Management, LLC May 2012 - April 2014
P&L Accounting & Tax Service, LLP January 2011 - May 2012
Arthur J. Gallagher & Co. May 2011 - August 2011
Trinity Christian College October 2010 - January 2011
Trinity Christian College August 2009 - December 2010
Kent State University June 2010 - July 2010
L&S Electric Co., Inc June 2009 - August 2009
L&S Electric Co., Inc. June 2008 - August 2008
Skills
Bookkeeping, Invoicing, Microsoft Office, Accounting, Auditing, Tax, Microsoft Excel, Research, Account Reconciliation, Budgets, Financial Analysis
Education
Trinity Christian College 2008 — 2012
Bachelor of Science (B.S.), Accounting, Mathematics
James Grossman's Jackson National Asset Management, LLC Experience November 2006 - Present
Job Fund Accounting Manager at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC November 2006 - Present
Northern Trust January 2000 - October 2006
Skills
Bloomberg, Fund Accounting, Mutual Funds, Valuation, Equities, Hedge Funds
Education
University of Iowa
BBA, Finance
Jackson National Asset Management, LLC November 2006 - Present
Northern Trust January 2000 - October 2006
Skills
Bloomberg, Fund Accounting, Mutual Funds, Valuation, Equities, Hedge Funds
Education
University of Iowa
BBA, Finance
Robert Hills's Jackson National Asset Management, LLC Experience 2000 - 2006
Job VP Legal and Complinace at Fisher Investments
Industry Investment Management
Experience
Fisher Investments April 2015 - Present
Merk Investments September 2012 - March 2015
RAH Consulting September 2010 - September 2012
McMorgan & Company May 2007 - June 2010
Jackson National Asset Management, LLC 2000 - 2006
Baker, Fentress & Company 1996 - 2000
The Bisys Group, Inc. 1993 - 1996
Skills
Regulatory Compliance, Mutual Funds, Fund Administration, Financial Analysis, Investments, Investment Management, Financial Reporting, ERISA, Asset Managment, Fixed Income, Business Strategy, Forecasting, Tax, Management, Brokers, Private Equity Funding, Product Management, Grantor Trust, ETFs
Education
Olivet College
BBA, Accounting & Finance
Fisher Investments April 2015 - Present
Merk Investments September 2012 - March 2015
RAH Consulting September 2010 - September 2012
McMorgan & Company May 2007 - June 2010
Jackson National Asset Management, LLC 2000 - 2006
Baker, Fentress & Company 1996 - 2000
The Bisys Group, Inc. 1993 - 1996
Skills
Regulatory Compliance, Mutual Funds, Fund Administration, Financial Analysis, Investments, Investment Management, Financial Reporting, ERISA, Asset Managment, Fixed Income, Business Strategy, Forecasting, Tax, Management, Brokers, Private Equity Funding, Product Management, Grantor Trust, ETFs
Education
Olivet College
BBA, Accounting & Finance
Funsho Adesanya's Jackson National Asset Management, LLC Experience February 2013 - Present
Job Senior Fund Accountant at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC February 2013 - Present
State Street April 2012 - February 2013
State Street April 2010 - April 2012
State Street July 2008 - April 2010
Skills
Financial Analysis, Data Analysis, Corporate Communications, Confidentiality, Bloomberg Terminal, Outsourcing Management, Economics, Asset Management, Financial Reporting, Financial Modeling, Fund Accounting
Education
Park University 2005 — 2008
Bachelor's degree, Finance and Economics
Jackson National Asset Management, LLC February 2013 - Present
State Street April 2012 - February 2013
State Street April 2010 - April 2012
State Street July 2008 - April 2010
Skills
Financial Analysis, Data Analysis, Corporate Communications, Confidentiality, Bloomberg Terminal, Outsourcing Management, Economics, Asset Management, Financial Reporting, Financial Modeling, Fund Accounting
Education
Park University 2005 — 2008
Bachelor's degree, Finance and Economics
Sherlyn Czachor's Jackson National Asset Management, LLC Experience 2000 - 2003
Job Derivative Accountant at Hedge Trackers
Industry Accounting
Experience
Members United Corporate FCU 2003 - 2007
Jackson National Asset Management, LLC 2000 - 2003
Education
Northern Illinois University 1998 — 2000
B.S.
Moraine Valley Community College 1996 — 1998
Members United Corporate FCU 2003 - 2007
Jackson National Asset Management, LLC 2000 - 2003
Education
Northern Illinois University 1998 — 2000
B.S.
Moraine Valley Community College 1996 — 1998
Megan Nichols's Jackson National Asset Management, LLC Experience 2008 - December 2011
Job Senior Staff Accountant I at Alliant Credit Union
Industry Financial Services
Experience
Alliant Credit Union October 2011 - Present
Jackson National Asset Management, LLC 2008 - December 2011
Skills
Accounting, Financial Reporting, Financial Analysis, Account Reconciliation
Education
Northern Illinois University 2000 — 2004
Bachelors, Accountancy
Alliant Credit Union October 2011 - Present
Jackson National Asset Management, LLC 2008 - December 2011
Skills
Accounting, Financial Reporting, Financial Analysis, Account Reconciliation
Education
Northern Illinois University 2000 — 2004
Bachelors, Accountancy
Rochelle Manalo Brown's Jackson National Asset Management, LLC Experience December 2011 - May 2013
Job Financial Reporting
Industry Investment Management
Experience
Guggenheim Investments May 2013 - Present
Jackson National Asset Management, LLC December 2011 - May 2013
Invesco Ltd. March 2006 - June 2012
Hollywood Casino October 2004 - March 2006
Certified Security Systems, Inc. October 2002 - October 2004
Skills
Financial Reporting, Financial Analysis, SEC filings, Accounting, Financial Accounting, Mutual Funds, Account Reconciliation, Analysis, Investments, Asset Management, Bloomberg, Fund Administration, General Ledger, Internal Audit, Internal Controls, Financial Statements
Education
Northern Illinois University 2009 — 2010
Master in Business Administration
University of Illinois at Chicago 2000 — 2004
Bachelor of Science, Accounting
Guggenheim Investments May 2013 - Present
Jackson National Asset Management, LLC December 2011 - May 2013
Invesco Ltd. March 2006 - June 2012
Hollywood Casino October 2004 - March 2006
Certified Security Systems, Inc. October 2002 - October 2004
Skills
Financial Reporting, Financial Analysis, SEC filings, Accounting, Financial Accounting, Mutual Funds, Account Reconciliation, Analysis, Investments, Asset Management, Bloomberg, Fund Administration, General Ledger, Internal Audit, Internal Controls, Financial Statements
Education
Northern Illinois University 2009 — 2010
Master in Business Administration
University of Illinois at Chicago 2000 — 2004
Bachelor of Science, Accounting
Jason McGrady-Szromba's Jackson National Asset Management, LLC Experience May 2013 - Present
Job Process Improvement Analyst at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC May 2013 - Present
3ME Kite Sports January 2008 - Present
Jackson National Asset Management, LLC November 2012 - May 2013
SenseAgility Group June 2012 - September 2012
Skills
Microsoft Excel, Financial Modeling, Financial Reporting, Financial Accounting, Managerial Finance, Corporate Finance, Asset Managment, Decision Sciences, Microsoft Word, Online Advertising, Ebay Sales, Amazon, PowerPoint, VBA, Android
Education
University of Illinois at Chicago 2009 — 2013
Finance, General
Jackson National Asset Management, LLC May 2013 - Present
3ME Kite Sports January 2008 - Present
Jackson National Asset Management, LLC November 2012 - May 2013
SenseAgility Group June 2012 - September 2012
Skills
Microsoft Excel, Financial Modeling, Financial Reporting, Financial Accounting, Managerial Finance, Corporate Finance, Asset Managment, Decision Sciences, Microsoft Word, Online Advertising, Ebay Sales, Amazon, PowerPoint, VBA, Android
Education
University of Illinois at Chicago 2009 — 2013
Finance, General
Chad Hoekstra's Jackson National Asset Management, LLC Experience June 2006 - Present
Job Lead SeniorMutual Fund Accounting at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC June 2006 - Present
Northern Trust January 2002 - January 2006
TD Ameritrade Institutional October 2000 - June 2001
Education
University of Iowa 1996 — 2000
Bachelor of Business Administration (BBA), Finance
Jackson National Asset Management, LLC June 2006 - Present
Northern Trust January 2002 - January 2006
TD Ameritrade Institutional October 2000 - June 2001
Education
University of Iowa 1996 — 2000
Bachelor of Business Administration (BBA), Finance
David Wingert's Jackson National Asset Management, LLC Experience January 2006 - May 2007
Job Principle Engineer at Truven Health Analytics
Industry Information Technology and Services
Experience
Truven Health Analytics June 2007 - Present
Jackson National Asset Management, LLC January 2006 - May 2007
Medstat May 1991 - December 2005
Skills
User Interface..., User Interface Design, JavaScript, Flex, Java
Education
Michigan Technological University 1982 — 1986
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Truven Health Analytics June 2007 - Present
Jackson National Asset Management, LLC January 2006 - May 2007
Medstat May 1991 - December 2005
Skills
User Interface..., User Interface Design, JavaScript, Flex, Java
Education
Michigan Technological University 1982 — 1986
Bachelor of Science (B.S.), Electrical and Electronics Engineering