Kaplan Schweser
Industry: Company
DescriptionHeadquarters: La Crosse, WI Founded: The University of Iowa, IA
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Kaplan Schweser Employees
Employee
Years
Job
Industry
Jason Wainwright Jason Wainwright's Kaplan Schweser Experience 2008 - 2011
Job Manager at ValueScope, Inc.
Industry Financial Services
Experience
ValueScope, Inc. January 2015 - Present
ValueScope, Inc. February 2014 - January 2015
Lockheed Martin January 2013 - February 2014
Lockheed Martin 2011 - January 2013
Kaplan Schweser 2008 - 2011
Lockheed Martin 2005 - 2008
Skills
Business Valuation, Valuation, Equity Valuation, Program Management, Financial Analysis, Analysis, Financial Modeling, Monte Carlo Simulation, Financial Concepts, Strategic Planning, Business Strategy, Project Management, Microsoft Office, Process Improvement, Leadership, Microsoft Excel, PowerPoint, M&A Advisory Services
Education
The University of Texas at Arlington 2009 — 2015
Doctor of Philosophy (Ph.D.), Finance
The University of Texas at Arlington 2006 — 2008
Master of Science (M.S.), Finance
Texas Wesleyan University 2002 — 2005
BBA, Finance
ValueScope, Inc. January 2015 - Present
ValueScope, Inc. February 2014 - January 2015
Lockheed Martin January 2013 - February 2014
Lockheed Martin 2011 - January 2013
Kaplan Schweser 2008 - 2011
Lockheed Martin 2005 - 2008
Skills
Business Valuation, Valuation, Equity Valuation, Program Management, Financial Analysis, Analysis, Financial Modeling, Monte Carlo Simulation, Financial Concepts, Strategic Planning, Business Strategy, Project Management, Microsoft Office, Process Improvement, Leadership, Microsoft Excel, PowerPoint, M&A Advisory Services
Education
The University of Texas at Arlington 2009 — 2015
Doctor of Philosophy (Ph.D.), Finance
The University of Texas at Arlington 2006 — 2008
Master of Science (M.S.), Finance
Texas Wesleyan University 2002 — 2005
BBA, Finance
Ed Clark Ed Clark's Kaplan Schweser Experience 2006 - 2009
Job Chief Operating Officer
Industry Education Management
Experience
Kaplan Continuing Education March 2011 - Present
Kaplan IT Learning January 2010 - March 2011
Kaplan Financial January 1996 - January 2009
Kaplan Schweser 2006 - 2009
Kaplan Professional Schools 2006 - 2009
Kaplan Compliance Solutions 2000 - 2009
BISYS April 1999 - April 2004
Pictorial, Inc./BISYS 2000 - 2004
Pictorial/BISYS 1996 - 2004
EXAMCO, Inc January 1996 - March 1999
Skills
Operations Management, Change Management, Learning Management, Strategic Planning, Leadership, Training, Leadership Development, Management, Project Management, E-Learning, Contact Centers, Process Improvement, Marketing, Mergers & Acquisitions, Team Leadership, Financial Analysis, Management Consulting, Team Building, Integration, Cross-functional Team..., Program Management, Product Development, Customer Service, Sales, Business Development, Business Process..., Budgets, Business Analysis, Employee Training, CRM, Business Strategy, Salesforce.com, Strategy, Performance Management, Coaching, Organizational..., Instructional Design, Vendor Management, New Business Development, Strategic Partnerships, Start-ups, Analysis, SaaS, Business Planning, Executive Management, Finance, Enterprise Software, Contract Negotiation, Product Management, B2B
Education
Loyola University New Orleans 1985 — 1990
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Kaplan Continuing Education March 2011 - Present
Kaplan IT Learning January 2010 - March 2011
Kaplan Financial January 1996 - January 2009
Kaplan Schweser 2006 - 2009
Kaplan Professional Schools 2006 - 2009
Kaplan Compliance Solutions 2000 - 2009
BISYS April 1999 - April 2004
Pictorial, Inc./BISYS 2000 - 2004
Pictorial/BISYS 1996 - 2004
EXAMCO, Inc January 1996 - March 1999
Skills
Operations Management, Change Management, Learning Management, Strategic Planning, Leadership, Training, Leadership Development, Management, Project Management, E-Learning, Contact Centers, Process Improvement, Marketing, Mergers & Acquisitions, Team Leadership, Financial Analysis, Management Consulting, Team Building, Integration, Cross-functional Team..., Program Management, Product Development, Customer Service, Sales, Business Development, Business Process..., Budgets, Business Analysis, Employee Training, CRM, Business Strategy, Salesforce.com, Strategy, Performance Management, Coaching, Organizational..., Instructional Design, Vendor Management, New Business Development, Strategic Partnerships, Start-ups, Analysis, SaaS, Business Planning, Executive Management, Finance, Enterprise Software, Contract Negotiation, Product Management, B2B
Education
Loyola University New Orleans 1985 — 1990
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Richie Owens Richie Owens's Kaplan Schweser Experience July 2013 - Present
Job Kaplan Schweser
Industry Financial Services
Experience
Kaplan Schweser July 2013 - Present
7city Learning September 2010 - June 2013
Kaplan Financial September 1999 - September 2010
KPMG September 1995 - September 1999
Skills
Derivatives, Fixed Income, Investments, Financial Analysis, Portfolio Management, Valuation, Capital Markets, Financial Modeling, Training, Bloomberg, Corporate Finance, Equities, Investment Banking
Education
Edinburgh University 1991 — 1995
MA, Economics
Kaplan Schweser July 2013 - Present
7city Learning September 2010 - June 2013
Kaplan Financial September 1999 - September 2010
KPMG September 1995 - September 1999
Skills
Derivatives, Fixed Income, Investments, Financial Analysis, Portfolio Management, Valuation, Capital Markets, Financial Modeling, Training, Bloomberg, Corporate Finance, Equities, Investment Banking
Education
Edinburgh University 1991 — 1995
MA, Economics
Ricky Romero Ricky Romero's Kaplan Schweser Experience September 2002 - July 2004
Job Creative Director at Empire Education Corporation
Industry Marketing and Advertising
Experience
Empire Education Corporation January 2011 - Present
Empire Education Corporation June 2006 - May 2011
Mildred Elley January 2006 - June 2006
Mildred Elley October 2004 - January 2006
Kaplan Schweser September 2002 - July 2004
Skills
Marketing Strategy, Website Development, Branding & Identity, Integrated Marketing, Higher Education, Marketing, Public Relations, Social Media, Social Media Marketing, Editing, Public Speaking, Marketing Communications, Event Management, Instructional Design, Staff Development, Strategic Planning, Admissions, Teaching, Microsoft Office, Research, Creative Direction, Email Marketing, Advertising, Copywriting, Training, Management
Education
Hudson Valley Community College 2005 — 2007
Associate's degree, Business Administration
Kaplan University 2001 — 2002
Internet and Website Development
Empire Education Corporation January 2011 - Present
Empire Education Corporation June 2006 - May 2011
Mildred Elley January 2006 - June 2006
Mildred Elley October 2004 - January 2006
Kaplan Schweser September 2002 - July 2004
Skills
Marketing Strategy, Website Development, Branding & Identity, Integrated Marketing, Higher Education, Marketing, Public Relations, Social Media, Social Media Marketing, Editing, Public Speaking, Marketing Communications, Event Management, Instructional Design, Staff Development, Strategic Planning, Admissions, Teaching, Microsoft Office, Research, Creative Direction, Email Marketing, Advertising, Copywriting, Training, Management
Education
Hudson Valley Community College 2005 — 2007
Associate's degree, Business Administration
Kaplan University 2001 — 2002
Internet and Website Development
Gary O. Clement, CFP®, CRPS®, CRPC® Gary O. Clement, CFP®, CRPS®, CRPC®'s Kaplan Schweser Experience 2012 - Present
Job President at Clement Asset Management, LLC
Industry Financial Services
Experience
Kaplan Schweser 2012 - Present
Clement Asset Management, LLC 2006 - Present
Skills
Financial Planning, Retirement Planning, Investment Management, Estate Planning, Investment Strategies, Strategic Financial..., Leadership, Investments, Financial Advisory, Public Speaking, Business Planning, Strategic Planning, Leadership Development, Nonprofits, Entrepreneurship, Financial Services, Business Development, Personal Finance, Finance, Financial Planners, Investment Advisory, Asset Allocation, Retirement, Mutual Funds, Wealth Management
Education
College for Financial Planning
M.S. - Personal Financial Planning
Cheyney University of Pennsylvania
B.A., Mathematics - Summa Cum Laude
Oglethorpe University
CFP Certificate, Financial Planning
Kaplan Schweser 2012 - Present
Clement Asset Management, LLC 2006 - Present
Skills
Financial Planning, Retirement Planning, Investment Management, Estate Planning, Investment Strategies, Strategic Financial..., Leadership, Investments, Financial Advisory, Public Speaking, Business Planning, Strategic Planning, Leadership Development, Nonprofits, Entrepreneurship, Financial Services, Business Development, Personal Finance, Finance, Financial Planners, Investment Advisory, Asset Allocation, Retirement, Mutual Funds, Wealth Management
Education
College for Financial Planning
M.S. - Personal Financial Planning
Cheyney University of Pennsylvania
B.A., Mathematics - Summa Cum Laude
Oglethorpe University
CFP Certificate, Financial Planning
Sharon Bonnem, CFP(R) Sharon Bonnem, CFP(R)'s Kaplan Schweser Experience December 2011 - Present
Job CFP(R) Faculty Manager at Kaplan Schweser
Industry Financial Services
Experience
Kaplan Schweser December 2011 - Present
Kaplan Schweser October 2004 - Present
Lincoln Benefits Group 1997 - 2005
Education
College for Financial Planning 2010 — 2011
Masters, Personal Financial Planning
Kaplan Schweser December 2011 - Present
Kaplan Schweser October 2004 - Present
Lincoln Benefits Group 1997 - 2005
Education
College for Financial Planning 2010 — 2011
Masters, Personal Financial Planning
Bill Campbell III, CFA's Kaplan Schweser Experience January 2012 - Present
Job Investment Analyst, Teacher, Magician
Industry Financial Services
Experience
Kaplan Schweser January 2012 - Present
Financial Exam Help 123 March 2013 - Present
Bottom Line Gurus January 2006 - Present
UCI July 2005 - Present
Risk Mitigation Associates February 2004 - Present
The Polite Side of Magic 1997 - Present
CFAOC 1997 - Present
Systech International June 2011 - September 2012
Becker Professional Review January 2008 - November 2011
Becker Professional Review January 2008 - May 2009
Skills
Financial Modeling, Teaching, Public Speaking, Strategic Planning, Research, Program Management, Data Analysis, Coaching, Microsoft Excel, Analysis, Financial Analysis, Risk Management, Project Planning, Project Management, Economics
Education
CFA Institute 1997 — 1999
CFA Charter, Finance
California State University-Fullerton 1980 — 1983
MA, Mathematics
California State University-Fullerton 1976 — 1980
BA, Business Administration (Accounting), Mathematics
Orange High School
Kaplan Schweser January 2012 - Present
Financial Exam Help 123 March 2013 - Present
Bottom Line Gurus January 2006 - Present
UCI July 2005 - Present
Risk Mitigation Associates February 2004 - Present
The Polite Side of Magic 1997 - Present
CFAOC 1997 - Present
Systech International June 2011 - September 2012
Becker Professional Review January 2008 - November 2011
Becker Professional Review January 2008 - May 2009
Skills
Financial Modeling, Teaching, Public Speaking, Strategic Planning, Research, Program Management, Data Analysis, Coaching, Microsoft Excel, Analysis, Financial Analysis, Risk Management, Project Planning, Project Management, Economics
Education
CFA Institute 1997 — 1999
CFA Charter, Finance
California State University-Fullerton 1980 — 1983
MA, Mathematics
California State University-Fullerton 1976 — 1980
BA, Business Administration (Accounting), Mathematics
Orange High School
Riley Risberg's Kaplan Schweser Experience 2010 - 2010
Job IT Specialist
Industry Information Technology and Services
Experience
Nordson Extrusion Dies Industries, LLC August 2010 - Present
Extrusion Dies Industries, LLC 2010 - 2011
Kaplan Schweser 2010 - 2010
SunGard 2007 - 2009
SunGard Higher Education 2006 - 2007
Education
Chippewa Valley Technical College
Associate, Computer Information Systems
Chippewa Valley Technical College
Associate, Computer Networking Systems
University of Phoenix
Software Engineering
Nordson Extrusion Dies Industries, LLC August 2010 - Present
Extrusion Dies Industries, LLC 2010 - 2011
Kaplan Schweser 2010 - 2010
SunGard 2007 - 2009
SunGard Higher Education 2006 - 2007
Education
Chippewa Valley Technical College
Associate, Computer Information Systems
Chippewa Valley Technical College
Associate, Computer Networking Systems
University of Phoenix
Software Engineering
Kelsey Matas's Kaplan Schweser Experience July 2007 - May 2009
Job Seeking Employment
Industry E-Learning
Experience
Kaplan Schweser July 2007 - May 2009
Education
Indiana University Bloomington 2000 — 2004
Kaplan Schweser July 2007 - May 2009
Education
Indiana University Bloomington 2000 — 2004
Craig Prochaska, CFA's Kaplan Schweser Experience July 2006 - Present
Job Content Specialist at Kaplan Schweser
Industry Professional Training & Coaching
Experience
Kaplan Schweser July 2006 - Present
Banc One Capital Markets, Inc. July 1997 - June 2004
First Chicago Capital Markets, Inc. June 1993 - June 1997
Skills
Economics, Editing, Publishing, VBA, Finance, Statistics, Portfolio Management, Fixed Income, Equities, Chartered Financial..., Writing, Psychometrics, Tutoring, Financial Analysis, Financial Statement..., Econometrics, Corporate Finance, Austrian School..., Test Development, Subject Matter Experts
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1993
Master of Business Administration (MBA), Business/Managerial Economics
University of Illinois at Chicago 1985 — 1989
Bachelor of Science (BS), Finance, General
Kaplan Schweser July 2006 - Present
Banc One Capital Markets, Inc. July 1997 - June 2004
First Chicago Capital Markets, Inc. June 1993 - June 1997
Skills
Economics, Editing, Publishing, VBA, Finance, Statistics, Portfolio Management, Fixed Income, Equities, Chartered Financial..., Writing, Psychometrics, Tutoring, Financial Analysis, Financial Statement..., Econometrics, Corporate Finance, Austrian School..., Test Development, Subject Matter Experts
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1993
Master of Business Administration (MBA), Business/Managerial Economics
University of Illinois at Chicago 1985 — 1989
Bachelor of Science (BS), Finance, General
Abbas Kazemi, Ph.D., CFA's Kaplan Schweser Experience January 2007 - Present
Job Professor of Finance and Chair, Department of Economics and Finance
Industry Higher Education
Experience
Wellington Management January 2010 - Present
Fidelity Investments January 2007 - Present
Kaplan Schweser January 2007 - Present
Rhode Island College September 1985 - Present
Bucknell University September 1994 - May 1995
Skills
Quantitative Finance,..., Teaching, Economics, Finance, Higher Education, Statistics, University Teaching, Human Resources, Research, Student Affairs, Lecturing, Data Analysis, Quantitative Analytics, College Teaching, Student Development, Academic Advising
Education
Stony Brook University 1978 — 1984
Doctor of Philosophy (Ph.D.), Economics
Wellington Management January 2010 - Present
Fidelity Investments January 2007 - Present
Kaplan Schweser January 2007 - Present
Rhode Island College September 1985 - Present
Bucknell University September 1994 - May 1995
Skills
Quantitative Finance,..., Teaching, Economics, Finance, Higher Education, Statistics, University Teaching, Human Resources, Research, Student Affairs, Lecturing, Data Analysis, Quantitative Analytics, College Teaching, Student Development, Academic Advising
Education
Stony Brook University 1978 — 1984
Doctor of Philosophy (Ph.D.), Economics
Deloitte
PwC
Ernst & Young
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Procter & Gamble
KPMG
PricewaterhouseCoopers
EY