Keeley funds
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Keeley funds Employees
Employee
Years
Job
Industry
Tim Butler, CIMA® Tim Butler, CIMA®'s Keeley funds Experience July 2013 - Present
Job Regional Vice President at Keeley Funds
Industry Investment Management
Experience
Keeley funds July 2013 - Present
Invesco Ltd. 2010 - July 2013
Invesco Ltd. 2006 - 2010
Skills
Investments, Mutual Funds, Asset Allocation, Customer Relations, Series 7, Series 6, Series 66, Separately Managed..., ETFs, Wholesaling, Consultative Selling, Account Management, New Business Development, Retirement, Asset Management, Portfolio Management, Investment Strategies, Alternative Investments, Customer Service, Retirement Planning, Uniform Combined State..., Wealth Management, Wholesale
Education
Sam Houston State University 2002 — 2006
B.B.A, Business
Jersey Village
Keeley funds July 2013 - Present
Invesco Ltd. 2010 - July 2013
Invesco Ltd. 2006 - 2010
Skills
Investments, Mutual Funds, Asset Allocation, Customer Relations, Series 7, Series 6, Series 66, Separately Managed..., ETFs, Wholesaling, Consultative Selling, Account Management, New Business Development, Retirement, Asset Management, Portfolio Management, Investment Strategies, Alternative Investments, Customer Service, Retirement Planning, Uniform Combined State..., Wealth Management, Wholesale
Education
Sam Houston State University 2002 — 2006
B.B.A, Business
Jersey Village
Lisa Scardino Lisa Scardino's Keeley funds Experience December 2012 - Present
Job Business Intelligence Analyst at Keeley Funds
Industry Financial Services
Experience
Keeley funds December 2012 - Present
Keeley Asset Management Corp. January 2012 - December 2012
Keeley Investment Company January 2010 - December 2011
Skills
Microsoft Office, Outlook, Microsoft Word, Customer Service, Research, Microsoft Excel, Databases, Certified..., Access, Sales
Education
DePaul University 2009 — 2011
Bachelor of Science, Finance
University of Nebraska 2006 — 2008
Bachelor of Science, Liberal Arts
Keeley funds December 2012 - Present
Keeley Asset Management Corp. January 2012 - December 2012
Keeley Investment Company January 2010 - December 2011
Skills
Microsoft Office, Outlook, Microsoft Word, Customer Service, Research, Microsoft Excel, Databases, Certified..., Access, Sales
Education
DePaul University 2009 — 2011
Bachelor of Science, Finance
University of Nebraska 2006 — 2008
Bachelor of Science, Liberal Arts
Damon Skinner's Keeley funds Experience February 2013 - August 2014
Job VP Investment Management Sales
Industry Investment Management
Experience
Westcoast Investment Management Resources 2015 - Present
Keeley funds February 2013 - August 2014
Wells Fargo Business Banking April 2011 - January 2013
Open Eyes Ministries September 2009 - June 2011
SSI Investment Management June 2007 - September 2009
Citi Group March 2005 - September 2007
Citigroup Smith Barney 2000 - 2005
Morgan Stanley Investment Management 1998 - 2000
The Cooking and Hospitality Institute of Chicago (CHIC)/Le Cordon Bleu 1996 - 1998
Skills
Selling, Finance, Team Management, Management, Portfolio Management, Investments, Mutual Funds, Asset Management, Business Development, Asset Allocation, Wealth Management, Sales, Investment Management, Alternative Investments, Financial Services, Education, Loans, Program Management, Analysis, Equities, Consulting, Consultative Selling, Relationship Building, Marketing, Territory Management, Exceed Sales Goals, Territory Growth, Written Communication, Salesforce.com, Retirement Plan..., Qualified Retirement..., Insurance, TPA, Value-added, Certified Investment..., Retirement Planning, Strategy, Financial Planning
Education
Purdue University
BS
Ridgefield High School
Ridgefield HighSchool
Westcoast Investment Management Resources 2015 - Present
Keeley funds February 2013 - August 2014
Wells Fargo Business Banking April 2011 - January 2013
Open Eyes Ministries September 2009 - June 2011
SSI Investment Management June 2007 - September 2009
Citi Group March 2005 - September 2007
Citigroup Smith Barney 2000 - 2005
Morgan Stanley Investment Management 1998 - 2000
The Cooking and Hospitality Institute of Chicago (CHIC)/Le Cordon Bleu 1996 - 1998
Skills
Selling, Finance, Team Management, Management, Portfolio Management, Investments, Mutual Funds, Asset Management, Business Development, Asset Allocation, Wealth Management, Sales, Investment Management, Alternative Investments, Financial Services, Education, Loans, Program Management, Analysis, Equities, Consulting, Consultative Selling, Relationship Building, Marketing, Territory Management, Exceed Sales Goals, Territory Growth, Written Communication, Salesforce.com, Retirement Plan..., Qualified Retirement..., Insurance, TPA, Value-added, Certified Investment..., Retirement Planning, Strategy, Financial Planning
Education
Purdue University
BS
Ridgefield High School
Ridgefield HighSchool
Tony Papuckoski, CFP®'s Keeley funds Experience February 2013 - September 2014
Job Regional Vice President Mutual Fund Sales
Industry Financial Services
Experience
Keeley Asset Management September 2014 - Present
Keeley Funds February 2013 - September 2014
Cetera Financial Specialists May 2009 - February 2013
Genworth Financial February 2008 - February 2013
Fifth Third Securities September 2006 - December 2007
JPMorgan Chase & Co. June 2004 - September 2006
Sun Leasing LLC June 2003 - December 2005
Skills
Sales Presentations, Data Analysis, Investment Strategies, Retirement Income..., Financial Analysis, New Business Development, Business Planning, Client Relationship..., CRM software, Client Segmentation, Marketing Communications, Goal Oriented, Process Improvement
Education
DePaul University 2011 — 2012
Indiana University - Kelley School of Business 1999 — 2003
BS, Business
Crown Point High School 1994 — 1999
High School/Secondary Diplomas and Certificates
Sts Peter & Paul Sunday School
Keeley Asset Management September 2014 - Present
Keeley Funds February 2013 - September 2014
Cetera Financial Specialists May 2009 - February 2013
Genworth Financial February 2008 - February 2013
Fifth Third Securities September 2006 - December 2007
JPMorgan Chase & Co. June 2004 - September 2006
Sun Leasing LLC June 2003 - December 2005
Skills
Sales Presentations, Data Analysis, Investment Strategies, Retirement Income..., Financial Analysis, New Business Development, Business Planning, Client Relationship..., CRM software, Client Segmentation, Marketing Communications, Goal Oriented, Process Improvement
Education
DePaul University 2011 — 2012
Indiana University - Kelley School of Business 1999 — 2003
BS, Business
Crown Point High School 1994 — 1999
High School/Secondary Diplomas and Certificates
Sts Peter & Paul Sunday School
Egor N. Rybakov's Keeley funds Experience August 2014 - Present
Job Global Value Equity Portfolio Manager at Keeley funds
Industry Investment Management
Experience
Keeley funds August 2014 - Present
Principal Financial Group / Edge Asset Mngt December 2010 - 2013
Pacific Income Advisers / ENR Investments November 2008 - December 2010
Nuveen Investments and Affilliates - Tradewinds, SBAM January 2005 - November 2008
Thornburg Investment Management September 2000 - January 2005
U.S. Global Investors May 1999 - September 2000
Skills
International Equities, Global Equities, Portfolio Management, Asset Management, Business Building, Building New Businesses, People Management, Equities, Asset Managment, Mutual Funds, Investments, Investment Management, Alternative Investments, Bloomberg, Due Diligence, Business, Equity Research, Hedge Funds, Investment Banking, Strategy, Investment Strategies, Fixed Income
Education
University of Illinois at Chicago 1997 — 1999
MBA, Accounting and Finance
SUNY Albany 1996 — 1997
Graduate Study, Accounting and Finance
Lomonosov Moscow State University (MSU) 1992 — 1996
Bachelor of Arts (B.A.), Double Major in Economics and Management
Keeley funds August 2014 - Present
Principal Financial Group / Edge Asset Mngt December 2010 - 2013
Pacific Income Advisers / ENR Investments November 2008 - December 2010
Nuveen Investments and Affilliates - Tradewinds, SBAM January 2005 - November 2008
Thornburg Investment Management September 2000 - January 2005
U.S. Global Investors May 1999 - September 2000
Skills
International Equities, Global Equities, Portfolio Management, Asset Management, Business Building, Building New Businesses, People Management, Equities, Asset Managment, Mutual Funds, Investments, Investment Management, Alternative Investments, Bloomberg, Due Diligence, Business, Equity Research, Hedge Funds, Investment Banking, Strategy, Investment Strategies, Fixed Income
Education
University of Illinois at Chicago 1997 — 1999
MBA, Accounting and Finance
SUNY Albany 1996 — 1997
Graduate Study, Accounting and Finance
Lomonosov Moscow State University (MSU) 1992 — 1996
Bachelor of Arts (B.A.), Double Major in Economics and Management
Emily Viehweg Emily Viehweg's Keeley funds Experience 1997 - June 2007
Job Investment Management Professional
Industry Investment Management
Experience
New Century Caputal Management LLC October 2007 - December 2012
Keeley Funds 1997 - June 2007
Keeley Asset Management Corp February 1994 - June 2007
Keeley Investment Corp February 1994 - June 2007
Lincoln Capital Management August 1989 - January 1994
Skills
Advent, ThomsonOne, Maxxess, Omego TradeSuite, RealTick, Wordperfect, Microsoft Office, Peachtree, QuickBooks, Microsoft Word, Microsoft Excel, Equities, Equity Trading, Fixed Income, Modeling Portfolios, Asset Managment, Relationship Management, Broker-Dealer, Broker-Dealer Compliance, Broker-Dealer Operations, Trading, Private Equity, Hedge Funds, Deviations, Investment Advisory..., Investment Advisor..., Customer Service..., Mutual Funds, Partnership Accounting
Education
North Central College 1985 — 1989
Bachelor of Science (BS), BA, Accounting and Computer Science
New Century Caputal Management LLC October 2007 - December 2012
Keeley Funds 1997 - June 2007
Keeley Asset Management Corp February 1994 - June 2007
Keeley Investment Corp February 1994 - June 2007
Lincoln Capital Management August 1989 - January 1994
Skills
Advent, ThomsonOne, Maxxess, Omego TradeSuite, RealTick, Wordperfect, Microsoft Office, Peachtree, QuickBooks, Microsoft Word, Microsoft Excel, Equities, Equity Trading, Fixed Income, Modeling Portfolios, Asset Managment, Relationship Management, Broker-Dealer, Broker-Dealer Compliance, Broker-Dealer Operations, Trading, Private Equity, Hedge Funds, Deviations, Investment Advisory..., Investment Advisor..., Customer Service..., Mutual Funds, Partnership Accounting
Education
North Central College 1985 — 1989
Bachelor of Science (BS), BA, Accounting and Computer Science
Casey Gober's Keeley funds Experience November 2009 - February 2012
Job Regional Sales Manager at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management March 2012 - Present
Keeley funds November 2009 - February 2012
Aberdeen Asset Management 2012 - 2012
Calamos Investments January 2009 - November 2009
Calamos Investments June 2007 - December 2008
Calamos Investments May 2004 - May 2007
Raymond James & Associates April 2002 - May 2004
Skills
Concise Communicator, Relationship Builder, Client Presentation, Mutual Funds
Education
Augustana College 1996 — 2000
Bachelor of Science, Finance and Marketing
Augustana College 1996 — 2000
Bachelor of Arts, Business Administration; Finance and Marketing
European Study Program through Augustana College 1999 — 1999
Aberdeen Asset Management March 2012 - Present
Keeley funds November 2009 - February 2012
Aberdeen Asset Management 2012 - 2012
Calamos Investments January 2009 - November 2009
Calamos Investments June 2007 - December 2008
Calamos Investments May 2004 - May 2007
Raymond James & Associates April 2002 - May 2004
Skills
Concise Communicator, Relationship Builder, Client Presentation, Mutual Funds
Education
Augustana College 1996 — 2000
Bachelor of Science, Finance and Marketing
Augustana College 1996 — 2000
Bachelor of Arts, Business Administration; Finance and Marketing
European Study Program through Augustana College 1999 — 1999
Justin Edell's Keeley funds Experience May 2008 - August 2009
Job Director
Industry Financial Services
Experience
Turner Investment Partners 2009 - Present
Keeley Funds May 2008 - August 2009
Van Kampen Funds July 2005 - February 2008
Advantage Document Services February 2002 - June 2005
Skills
Series 6, Series 63, Series 7, Mutual Funds, Investments
Education
Elmhurst College 2006 — 2008
MBA, Finance
Saint Mary's University of Minnesota 1998 — 2001
BA, International Business
Turner Investment Partners 2009 - Present
Keeley Funds May 2008 - August 2009
Van Kampen Funds July 2005 - February 2008
Advantage Document Services February 2002 - June 2005
Skills
Series 6, Series 63, Series 7, Mutual Funds, Investments
Education
Elmhurst College 2006 — 2008
MBA, Finance
Saint Mary's University of Minnesota 1998 — 2001
BA, International Business
Andrew M. Kaminski's Keeley funds Experience 2010 - 2013
Job Vice President, Portfolio Manager at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company I Wealth Management 2015 - Present
The Northern Trust Company I Corporate & Institutional Services 2013 - 2015
Keeley Funds 2010 - 2013
Calamos Investments 2008 - 2009
Calamos Investments 2007 - 2008
Lincoln Financial Group 2001 - 2006
Skills
Consultative Sales..., Superior Client Service, Marketing, Business Development, Public Speaking, Sales Management, Leadership, Asset Management, Manager Due Diligence, Portfolio Construction, Risk Management, Alternative Investments, Performance Measurement, Financial Planning, Wealth Management, Strategic Financial..., Due Diligence, Asset Managment, Portfolio Management, Investments, Series 7, Mutual Funds, Series 63, Financial Services, Securities, Asset Allocation, Financial Advisory, 401k, Consultative Selling
Education
John Carroll University 2003 — 2006
MBA
Harvard University 2000 — 2001
CSS
The Ohio State University 1995 — 1999
BA
University of Cambridge 1997 — 1997
International Summer School
The Northern Trust Company I Wealth Management 2015 - Present
The Northern Trust Company I Corporate & Institutional Services 2013 - 2015
Keeley Funds 2010 - 2013
Calamos Investments 2008 - 2009
Calamos Investments 2007 - 2008
Lincoln Financial Group 2001 - 2006
Skills
Consultative Sales..., Superior Client Service, Marketing, Business Development, Public Speaking, Sales Management, Leadership, Asset Management, Manager Due Diligence, Portfolio Construction, Risk Management, Alternative Investments, Performance Measurement, Financial Planning, Wealth Management, Strategic Financial..., Due Diligence, Asset Managment, Portfolio Management, Investments, Series 7, Mutual Funds, Series 63, Financial Services, Securities, Asset Allocation, Financial Advisory, 401k, Consultative Selling
Education
John Carroll University 2003 — 2006
MBA
Harvard University 2000 — 2001
CSS
The Ohio State University 1995 — 1999
BA
University of Cambridge 1997 — 1997
International Summer School
Brad Rist's Keeley funds Experience March 2013 - April 2015
Job Regional Sales Director, Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2015 - Present
Keeley funds March 2013 - April 2015
SIP America October 2011 - March 2013
Genworth Financial January 2011 - October 2011
Deutsche Asset Management March 2005 - December 2009
JP Morgan Chase 2004 - 2005
Scudder Investments 2002 - 2004
Skills
Mutual Funds, ETFs, Separately Managed..., Alternative Investments, Structured Products, 401k, Series 7, Series 65, Series 63, Salesforce.com, Microsoft CRM, Territory Development, Public Speaking, Retirement Planning
Education
University of Iowa 1999 — 2002
BA, Communications, Sociology (minor)
Lincoln Financial Group May 2015 - Present
Keeley funds March 2013 - April 2015
SIP America October 2011 - March 2013
Genworth Financial January 2011 - October 2011
Deutsche Asset Management March 2005 - December 2009
JP Morgan Chase 2004 - 2005
Scudder Investments 2002 - 2004
Skills
Mutual Funds, ETFs, Separately Managed..., Alternative Investments, Structured Products, 401k, Series 7, Series 65, Series 63, Salesforce.com, Microsoft CRM, Territory Development, Public Speaking, Retirement Planning
Education
University of Iowa 1999 — 2002
BA, Communications, Sociology (minor)
Lauryn Bartolone's Keeley funds Experience December 2009 - May 2011
Job Senior Accountant at Schneider Electric
Industry Financial Services
Experience
Schneider Electric March 2015 - Present
Fresenius Medical Care March 2014 - February 2015
Essex Crane Rental Corp. June 2011 - March 2014
Eberhart Accounting Services January 2011 - April 2012
Keeley funds December 2009 - May 2011
TCF Bank July 2009 - February 2010
Macy's November 2007 - January 2009
Education
North Central College 2011 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
DePaul University
Bachelor of Science, Accounting
Schneider Electric March 2015 - Present
Fresenius Medical Care March 2014 - February 2015
Essex Crane Rental Corp. June 2011 - March 2014
Eberhart Accounting Services January 2011 - April 2012
Keeley funds December 2009 - May 2011
TCF Bank July 2009 - February 2010
Macy's November 2007 - January 2009
Education
North Central College 2011 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
DePaul University
Bachelor of Science, Accounting