Kemper Funds
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Kemper Funds Employees
Employee
Years
Job
Industry
Joni Philpott-Severson Joni Philpott-Severson's Kemper Funds Experience 1992 - 1995
Job Sales & Marketing Professional
Industry Financial Services
Experience
Darwinian Method, Inc. 2005 - Present
Vintage Promotions, Inc. September 2001 - January 2005
Fidelity Investments 2000 - 2001
Alliance Capital Management 1999 - 2000
Aetna 1997 - 1999
Zurich Scudder Investments 1995 - 1997
Kemper Funds 1992 - 1995
Skills
Mutual Funds, New Business Development, Investments, Sales, Business Development, Marketing Strategy, Retirement Planning, Sales Operations, Financial Services, Relationship Management, Insurance, Strategic Financial..., Series 7, Financial Analysis, Small Business, Retirement, 401k, Wealth Management, Asset Allocation, Risk Management, Asset Management, Investment Advisory
Education
Northern Illinois University - College of Business 1987 — 1991
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Darwinian Method, Inc. 2005 - Present
Vintage Promotions, Inc. September 2001 - January 2005
Fidelity Investments 2000 - 2001
Alliance Capital Management 1999 - 2000
Aetna 1997 - 1999
Zurich Scudder Investments 1995 - 1997
Kemper Funds 1992 - 1995
Skills
Mutual Funds, New Business Development, Investments, Sales, Business Development, Marketing Strategy, Retirement Planning, Sales Operations, Financial Services, Relationship Management, Insurance, Strategic Financial..., Series 7, Financial Analysis, Small Business, Retirement, 401k, Wealth Management, Asset Allocation, Risk Management, Asset Management, Investment Advisory
Education
Northern Illinois University - College of Business 1987 — 1991
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Edward Kearns Edward Kearns's Kemper Funds Experience 1998 - 1999
Job Senior Reporter / Lead Coordinator at BidClerk
Industry Information Services
Experience
BidClerk October 2011 - December 2014
BidClerk October 2007 - October 2011
BidClerk October 2004 - October 2007
Deutsche Bank 2001 - 2002
Scudder Investments 2001 - 2001
Scudder Kemper Investments 1999 - 2000
Kemper Funds 1998 - 1999
Andes Candies 1995 - 1998
Skills
Reporting, Data Analysis, Databases, Editing, Copy Editing, Proofreading, Data Mining, Data Entry, Report Writing, Business Strategy, Business Analysis, Journalism, Financial Analysis, Mutual Funds, Investments, Fund Accounting, Financial Accounting, Marketing Strategy, Market Research, Writing, Communication, Customer Service, Social Media, Management
Education
Marquette University 1990 — 1994
Bachelor of Arts (B.A.), Communications and Rhetorical Studies
BidClerk October 2011 - December 2014
BidClerk October 2007 - October 2011
BidClerk October 2004 - October 2007
Deutsche Bank 2001 - 2002
Scudder Investments 2001 - 2001
Scudder Kemper Investments 1999 - 2000
Kemper Funds 1998 - 1999
Andes Candies 1995 - 1998
Skills
Reporting, Data Analysis, Databases, Editing, Copy Editing, Proofreading, Data Mining, Data Entry, Report Writing, Business Strategy, Business Analysis, Journalism, Financial Analysis, Mutual Funds, Investments, Fund Accounting, Financial Accounting, Marketing Strategy, Market Research, Writing, Communication, Customer Service, Social Media, Management
Education
Marquette University 1990 — 1994
Bachelor of Arts (B.A.), Communications and Rhetorical Studies
Ed Miner Ed Miner's Kemper Funds Experience 1986 - 2000
Job Seeking new opportunities
Industry Financial Services
Experience
New York Life Insurance Company 2011 - Present
Reconciling Ministries Network 2009 - 2013
Independent Consultant 2007 - 2009
St Dominic School/Trinity High School 2002 - 2007
Administrative Management Group 2000 - 2002
Kemper Funds 1986 - 2000
Skills
Annuities, Retirement Planning, Investments, Series 7, Wealth Management, Insurance, Fixed Annuities, Life Insurance, 401k, Securities
Education
Michigan State University 1976 — 1980
Master of Science, Plant Physiology
Kalamazoo College 1972 — 1976
Bachelors of Arts, Biology
New York Life Insurance Company 2011 - Present
Reconciling Ministries Network 2009 - 2013
Independent Consultant 2007 - 2009
St Dominic School/Trinity High School 2002 - 2007
Administrative Management Group 2000 - 2002
Kemper Funds 1986 - 2000
Skills
Annuities, Retirement Planning, Investments, Series 7, Wealth Management, Insurance, Fixed Annuities, Life Insurance, 401k, Securities
Education
Michigan State University 1976 — 1980
Master of Science, Plant Physiology
Kalamazoo College 1972 — 1976
Bachelors of Arts, Biology
Stephanie Dorn Stephanie Dorn's Kemper Funds Experience September 1995 - January 1997
Job Director, Global Internal Communications at CGI
Industry Marketing and Advertising
Experience
CGI September 2012 - Present
CGI September 2004 - August 2012
CGI (formerly American Management Systems) September 1997 - August 2004
American Association of Periodontology January 1997 - July 1997
Kemper Funds September 1995 - January 1997
Skills
Event Management, Internal Communications, Marketing Communications, Corporate Social..., Corporate Communications, Trade Shows, Program Management, Strategic Partnerships, Management, Newsletters, Marketing, Event Planning
Education
Lake Forest College 1991 — 1995
BA, History
CGI September 2012 - Present
CGI September 2004 - August 2012
CGI (formerly American Management Systems) September 1997 - August 2004
American Association of Periodontology January 1997 - July 1997
Kemper Funds September 1995 - January 1997
Skills
Event Management, Internal Communications, Marketing Communications, Corporate Social..., Corporate Communications, Trade Shows, Program Management, Strategic Partnerships, Management, Newsletters, Marketing, Event Planning
Education
Lake Forest College 1991 — 1995
BA, History
Clifford Dunteman, CIMA Clifford Dunteman, CIMA's Kemper Funds Experience August 1993 - August 2001
Job Vice President, Investment Consultant at Francis Investment Counsel LLC
Industry Financial Services
Experience
Francis Investment Counsel LLC April 2008 - Present
OppenheimerFunds August 2000 - April 2008
Kemper Funds August 1993 - August 2001
Skills
Mutual Funds, Fiduciary, Separately Managed..., ETFs, Alternative Investments, Asset Allocation, Investments, Asset Managment, Wealth Management, Investment Advisory, Series 65, Investment Management, Asset Management, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Investments and Securities
Illinois Wesleyan University 1987 — 1991
BA, Business Administration
Crystal Lake South High School 1983 — 1987
Francis Investment Counsel LLC April 2008 - Present
OppenheimerFunds August 2000 - April 2008
Kemper Funds August 1993 - August 2001
Skills
Mutual Funds, Fiduciary, Separately Managed..., ETFs, Alternative Investments, Asset Allocation, Investments, Asset Managment, Wealth Management, Investment Advisory, Series 65, Investment Management, Asset Management, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Investments and Securities
Illinois Wesleyan University 1987 — 1991
BA, Business Administration
Crystal Lake South High School 1983 — 1987
Daniel P. Delany, CFA Daniel P. Delany, CFA's Kemper Funds Experience 1993 - 1997
Job Portfolio Manager at Geneva Advisors
Industry Investment Management
Experience
Geneva Advisors January 2012 - Present
Oakridge Investments April 2006 - January 2012
William Blair & Co. January 2001 - April 2006
UBS 1999 - 2000
BioSafe Medical Technologies May 1998 - August 1998
Kemper Funds 1993 - 1997
Skills
Portfolio Management, Healthcare, Investment Analysis, Valuation, Stock Picking, HCIT, Medical Devices, Equities, Risk Management, Investment Management, Asset Managment, Investments, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance, Marketing, Entrepreneurship
Marquette University 1989 — 1993
BA, International Affairs/International Economics
Geneva Advisors January 2012 - Present
Oakridge Investments April 2006 - January 2012
William Blair & Co. January 2001 - April 2006
UBS 1999 - 2000
BioSafe Medical Technologies May 1998 - August 1998
Kemper Funds 1993 - 1997
Skills
Portfolio Management, Healthcare, Investment Analysis, Valuation, Stock Picking, HCIT, Medical Devices, Equities, Risk Management, Investment Management, Asset Managment, Investments, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance, Marketing, Entrepreneurship
Marquette University 1989 — 1993
BA, International Affairs/International Economics
Don Foster, AIF Don Foster, AIF's Kemper Funds Experience September 1998 - January 2001
Job Managing Director, Straub Group Advisor Solutions
Industry Financial Services
Experience
Straub Group Advisor Solutions December 2009 - Present
LPL Financial 2008 - 2009
DWS Investments September 1998 - November 2006
Kemper Funds September 1998 - January 2001
Pioneer Investments January 1998 - September 1998
Salomon Brothers 1997 - 1998
Vista Mutual Funds/Chase Manhattan Bank 1992 - 1997
Lincoln Investment 1988 - 1992
Morgan Stanley March 1984 - December 1988
Skills
Investment Management, Financial Advisory, Financial Services, Series 7, Mutual Funds, Finance, Investment Strategies, Series 63, Asset Allocation, Hedge Funds, Wealth Management, Alternative Investments, Series 65, Securities, Asset Management, Series 24, Retirement, Investment Advisory, 401k, Retirement Planning, Separately Managed..., ETFs, FINRA, Series 6, Uniform Combined State..., IRAs, Estate Planning, Wealth, Wealth Management..., Fixed Annuities, High Net Worth...
Education
Penn State University 1975 — 1978
BA, English
Malvern Prep 1969 — 1973
High School
Straub Group Advisor Solutions December 2009 - Present
LPL Financial 2008 - 2009
DWS Investments September 1998 - November 2006
Kemper Funds September 1998 - January 2001
Pioneer Investments January 1998 - September 1998
Salomon Brothers 1997 - 1998
Vista Mutual Funds/Chase Manhattan Bank 1992 - 1997
Lincoln Investment 1988 - 1992
Morgan Stanley March 1984 - December 1988
Skills
Investment Management, Financial Advisory, Financial Services, Series 7, Mutual Funds, Finance, Investment Strategies, Series 63, Asset Allocation, Hedge Funds, Wealth Management, Alternative Investments, Series 65, Securities, Asset Management, Series 24, Retirement, Investment Advisory, 401k, Retirement Planning, Separately Managed..., ETFs, FINRA, Series 6, Uniform Combined State..., IRAs, Estate Planning, Wealth, Wealth Management..., Fixed Annuities, High Net Worth...
Education
Penn State University 1975 — 1978
BA, English
Malvern Prep 1969 — 1973
High School
Alex Holderness Alex Holderness's Kemper Funds Experience February 1994 - August 1996
Job EVP & General Manager at Storyvine
Industry Internet
Experience
Storyvine January 2014 - Present
The Ovo Group February 2013 - Present
Sympoz October 2011 - February 2013
iModerate and Benenson Strategy Group January 2011 - October 2011
VolunteerMatch May 2006 - January 2011
Eleven East Consulting & Times Ten Ventures May 2002 - December 2007
eBay Inc January 2000 - May 2002
Lehman Brothers August 1998 - December 1999
Wolverine Venture Fund at University of Michigan 1996 - 1998
Kemper Funds February 1994 - August 1996
Skills
Marketing Strategy, Business Strategy, Strategy, Start-ups, E-commerce, Business Development, Mergers, Strategic Planning, Market Research, Product Marketing, Management, Corporate Finance, Marketing, Management Consulting, CRM, Product Development, Business Analysis, Leadership, Venture Capital, Analytics, Strategic Partnerships, Budgets, Competitive Analysis, Training, SaaS, Corporate Development, Entrepreneurship, SEM, Business Planning, Web Analytics, Organizational..., Financial Services, Cross-functional Team..., Sales, Social Media, New Business Development, Social Media Marketing, Online Advertising, Analysis, Product Management, Executive Management, Negotiation, Salesforce.com, Go-to-market Strategy, Email Marketing, Portfolio Management, Online Marketing, Project Management, Operations Management, Finance
Education
Stanford University Graduate School of Business 2008 — 2008
Executive Certification, Executive Program in Social Entrepreneurship
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, General Management and Finance
University of Wisconsin-Madison 1988 — 1993
BA, Political Science
Storyvine January 2014 - Present
The Ovo Group February 2013 - Present
Sympoz October 2011 - February 2013
iModerate and Benenson Strategy Group January 2011 - October 2011
VolunteerMatch May 2006 - January 2011
Eleven East Consulting & Times Ten Ventures May 2002 - December 2007
eBay Inc January 2000 - May 2002
Lehman Brothers August 1998 - December 1999
Wolverine Venture Fund at University of Michigan 1996 - 1998
Kemper Funds February 1994 - August 1996
Skills
Marketing Strategy, Business Strategy, Strategy, Start-ups, E-commerce, Business Development, Mergers, Strategic Planning, Market Research, Product Marketing, Management, Corporate Finance, Marketing, Management Consulting, CRM, Product Development, Business Analysis, Leadership, Venture Capital, Analytics, Strategic Partnerships, Budgets, Competitive Analysis, Training, SaaS, Corporate Development, Entrepreneurship, SEM, Business Planning, Web Analytics, Organizational..., Financial Services, Cross-functional Team..., Sales, Social Media, New Business Development, Social Media Marketing, Online Advertising, Analysis, Product Management, Executive Management, Negotiation, Salesforce.com, Go-to-market Strategy, Email Marketing, Portfolio Management, Online Marketing, Project Management, Operations Management, Finance
Education
Stanford University Graduate School of Business 2008 — 2008
Executive Certification, Executive Program in Social Entrepreneurship
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, General Management and Finance
University of Wisconsin-Madison 1988 — 1993
BA, Political Science
Missy Weston Missy Weston's Kemper Funds Experience August 1995 - December 1998
Job Sr. Project Manager at DST Systems
Industry Financial Services
Experience
DST Systems April 2003 - Present
DST Health Solutions 2005 - August 2008
Deutsche Bank January 2002 - March 2003
Scudder Investments January 1999 - December 2001
Kemper Funds August 1995 - December 1998
Research Medical Center August 1988 - August 1995
Health Midwest 1992 - 1994
Skills
Business Process, Servers, Process Improvement, Windows, Data Center, Operating Systems, Troubleshooting, Integration, Databases, Change Management, Technical Support, Information Technology, Management, Disaster Recovery, Project Management, Software Documentation, Vendor Management, IT Management, IT Strategy, Business Analysis, SDLC, System Deployment, Software Project..., Requirements Analysis, Visio, PMO, Program Management, Requirements Gathering
Education
Truman State University 1984 — 1988
BS, Computer Science
DST Systems April 2003 - Present
DST Health Solutions 2005 - August 2008
Deutsche Bank January 2002 - March 2003
Scudder Investments January 1999 - December 2001
Kemper Funds August 1995 - December 1998
Research Medical Center August 1988 - August 1995
Health Midwest 1992 - 1994
Skills
Business Process, Servers, Process Improvement, Windows, Data Center, Operating Systems, Troubleshooting, Integration, Databases, Change Management, Technical Support, Information Technology, Management, Disaster Recovery, Project Management, Software Documentation, Vendor Management, IT Management, IT Strategy, Business Analysis, SDLC, System Deployment, Software Project..., Requirements Analysis, Visio, PMO, Program Management, Requirements Gathering
Education
Truman State University 1984 — 1988
BS, Computer Science
Linda Matza's Kemper Funds Experience 1989 - 1994
Job Senior Managing Director, Mesirow Wealth Advisors at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial Director of Sales and Marketing / Mesirow Wealth AdvisorsMesirow FinancialJuly 2015 - Present
Hunter Business Group May 2013 - July 2015
Ziegler Capital Management, LLC June 2009 - July 2012
Ziegler Capital Management, LLC May 2005 - June 2009
Kemper Funds, Scudder Funds, DWS, Deutsche Bank 2000 - 2005
Kemper Funds, Scudder Funds 1994 - 2000
Kemper Funds 1989 - 1994
Skills
Mutual Funds, Investments, Asset Management, Asset Allocation, Marketing, ETFs, New Business Development, Product Development, Leadership, Separately Managed..., Retirement Planning, Management, Superior Client Service, Relationship Management, Public Speaking, Analytics, Alternative Investments, Financial Services, Institutional Sales, Qualified Retirement..., Retirement, Senior Living..., Marketing Strategy, Integrated Marketing, Fixed Annuities, Competitive Analysis, Non-profits..., UMA, B2B Marketing, Consultative Selling..., Project Team Management, Business Strategy
Education
St. Olaf College
BA, English, Psychology
Mesirow Financial Director of Sales and Marketing / Mesirow Wealth AdvisorsMesirow FinancialJuly 2015 - Present
Hunter Business Group May 2013 - July 2015
Ziegler Capital Management, LLC June 2009 - July 2012
Ziegler Capital Management, LLC May 2005 - June 2009
Kemper Funds, Scudder Funds, DWS, Deutsche Bank 2000 - 2005
Kemper Funds, Scudder Funds 1994 - 2000
Kemper Funds 1989 - 1994
Skills
Mutual Funds, Investments, Asset Management, Asset Allocation, Marketing, ETFs, New Business Development, Product Development, Leadership, Separately Managed..., Retirement Planning, Management, Superior Client Service, Relationship Management, Public Speaking, Analytics, Alternative Investments, Financial Services, Institutional Sales, Qualified Retirement..., Retirement, Senior Living..., Marketing Strategy, Integrated Marketing, Fixed Annuities, Competitive Analysis, Non-profits..., UMA, B2B Marketing, Consultative Selling..., Project Team Management, Business Strategy
Education
St. Olaf College
BA, English, Psychology
J. Scott Rose J. Scott Rose's Kemper Funds Experience 1995 - 1997
Job Vice President/Client Advisor at JP Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan December 2014 - Present
Allianz Global Investors December 2010 - November 2014
Allianz Global Investors April 2000 - December 2010
DWS Investments June 1997 - April 2000
Kemper Funds 1995 - 1997
United States Air Force 1984 - 1989
Skills
Mutual Funds, Investments, Series 7, Asset Management, Asset Allocation, Alternative Investments, Series 63, Wealth Management, Separately Managed..., Portfolio Management
Education
North Dakota State University 1987 — 1990
BA, Business Administration and Management, General
Purdue University 1981 — 1983
EE
J.P. Morgan December 2014 - Present
Allianz Global Investors December 2010 - November 2014
Allianz Global Investors April 2000 - December 2010
DWS Investments June 1997 - April 2000
Kemper Funds 1995 - 1997
United States Air Force 1984 - 1989
Skills
Mutual Funds, Investments, Series 7, Asset Management, Asset Allocation, Alternative Investments, Series 63, Wealth Management, Separately Managed..., Portfolio Management
Education
North Dakota State University 1987 — 1990
BA, Business Administration and Management, General
Purdue University 1981 — 1983
EE
Amy Martich's Kemper Funds Experience 1996 - 1998
Job Vice President & Director at Janus Capital Group
Industry Financial Services
Experience
Janus 2004 - Present
DWS Scudder 1998 - 2003
Kemper Funds 1996 - 1998
Kemper Funds 1992 - 1996
Education
Keller Graduate School of Management of DeVry University 1994 — 1997
MBA
Purdue University 1988 — 1992
Janus 2004 - Present
DWS Scudder 1998 - 2003
Kemper Funds 1996 - 1998
Kemper Funds 1992 - 1996
Education
Keller Graduate School of Management of DeVry University 1994 — 1997
MBA
Purdue University 1988 — 1992
Dave Swanson's Kemper Funds Experience 1996 - 2000
Job Founder & Managing Partner, SwanDog Strategic Marketing, LLC
Industry Financial Services
Experience
SwanDog Strategic Marketing, LLC February 2006 - Present
Managed Portfolio Series April 2011 - Present
ALPs Variable Investment Trust December 2006 - Present
Calamos Investments April 2004 - March 2006
Morgan Stanley Investment Management 2000 - 2004
Morgan Stanley 2000 - 2004
Morgan Stanley Asset Management 2000 - 2004
Van Kampen Investments 2000 - 2003
Kemper Funds 1996 - 2000
Scudder Kemper Investments 1996 - 2000
Skills
Marketing, Mutual Funds, Marketing Management, Series 7, Investments, Alternative Investments, Asset Managment, Wealth Management, Investor Relations, Series 63, Management, Marketing Strategy, Finance, Asset Management, Asset Allocation, Financial Services, B2B Marketing, Financial Advisory, Hedge Funds, Investment Management, Private Equity, Portfolio Management
Education
Northwestern University 1986 — 1991
MBA, Marketing, Organization Behavior
Southern Illinois University, Carbondale 1976 — 1979
Bachelors of Science, Journalism
SwanDog Strategic Marketing, LLC February 2006 - Present
Managed Portfolio Series April 2011 - Present
ALPs Variable Investment Trust December 2006 - Present
Calamos Investments April 2004 - March 2006
Morgan Stanley Investment Management 2000 - 2004
Morgan Stanley 2000 - 2004
Morgan Stanley Asset Management 2000 - 2004
Van Kampen Investments 2000 - 2003
Kemper Funds 1996 - 2000
Scudder Kemper Investments 1996 - 2000
Skills
Marketing, Mutual Funds, Marketing Management, Series 7, Investments, Alternative Investments, Asset Managment, Wealth Management, Investor Relations, Series 63, Management, Marketing Strategy, Finance, Asset Management, Asset Allocation, Financial Services, B2B Marketing, Financial Advisory, Hedge Funds, Investment Management, Private Equity, Portfolio Management
Education
Northwestern University 1986 — 1991
MBA, Marketing, Organization Behavior
Southern Illinois University, Carbondale 1976 — 1979
Bachelors of Science, Journalism
Linda Brenner's Kemper Funds Experience 1989 - 1993
Job Director of Distribution Management & Operations at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute July 1993 - Present
Kemper Funds 1989 - 1993
AMA Investment Advisers 1987 - 1989
Skills
Mutual Funds
Education
Brandeis University 1981 — 1985
B.A., Economics and English
Loyola University of Chicago
Investment Company Institute July 1993 - Present
Kemper Funds 1989 - 1993
AMA Investment Advisers 1987 - 1989
Skills
Mutual Funds
Education
Brandeis University 1981 — 1985
B.A., Economics and English
Loyola University of Chicago
Tom Bruns's Kemper Funds Experience 1998 - 2000
Job Head of Intermediary Sales at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors October 2013 - Present
Benefit Services Group, Inc. September 2012 - October 2013
John Hancock Life Insurance Company (U.S.A.) September 2003 - November 2011
Scudder Distributors, Inc. 2000 - 2002
Kemper Funds 1998 - 2000
Kemper Funds 1991 - 1998
Aetna Life Insurance and Annuity Company 1987 - 1993
Skills
Retirement Planning, Asset Allocation, Financial Services, 401k, Separately Managed..., Retirement Plan..., Mutual Funds, Investment Advisory, Variable Annuities, Defined Benefit, Financial Advisory, FINRA, Asset Management, Investment Strategies, Investment Management, Profit Sharing, ETFs, Qualified Retirement..., ERISA, IRAs, Employee Benefits, Long-term Care, Estate Planning, Financial Planners, Wealth
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Masters of Management, Marketing & Finance
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Biochemisty
Geneva Advisors October 2013 - Present
Benefit Services Group, Inc. September 2012 - October 2013
John Hancock Life Insurance Company (U.S.A.) September 2003 - November 2011
Scudder Distributors, Inc. 2000 - 2002
Kemper Funds 1998 - 2000
Kemper Funds 1991 - 1998
Aetna Life Insurance and Annuity Company 1987 - 1993
Skills
Retirement Planning, Asset Allocation, Financial Services, 401k, Separately Managed..., Retirement Plan..., Mutual Funds, Investment Advisory, Variable Annuities, Defined Benefit, Financial Advisory, FINRA, Asset Management, Investment Strategies, Investment Management, Profit Sharing, ETFs, Qualified Retirement..., ERISA, IRAs, Employee Benefits, Long-term Care, Estate Planning, Financial Planners, Wealth
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Masters of Management, Marketing & Finance
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Biochemisty
Stephen Frickx's Kemper Funds Experience 1996 - 2002
Job Customer Service Rep
Industry Financial Services
Experience
OptionsHouse December 2010 - Present
JPMorgan Chase February 2004 - December 2010
Kemper Funds 1996 - 2002
Skills
Series 7, Series 63, Customer Service, Trading, Options
Education
University of Maryland College Park 1986 — 1991
OptionsHouse December 2010 - Present
JPMorgan Chase February 2004 - December 2010
Kemper Funds 1996 - 2002
Skills
Series 7, Series 63, Customer Service, Trading, Options
Education
University of Maryland College Park 1986 — 1991
Daniel Tomaszewski's Kemper Funds Experience 1998 - 1999
Job Sr. Technical Application Support Analyst at General Growth Properties
Industry Real Estate
Experience
General Growth Properties September 2014 - Present
Newedge January 2010 - August 2014
Newedge February 2007 - January 2010
Contractor at Northern Trust June 2006 - February 2007
Deutsche Bank / Scudder Investments October 1999 - May 2006
Kemper Funds 1998 - 1999
Skills
Trading Systems, Electronic Trading, Financial Analysis, Financial Services, Business Analysis, Derivatives, Account Reconciliation, Mutual Funds, Investments, Back Office
Education
Eastern Illinois University 1992 — 1996
Bachelor of Arts (BA), Economics
General Growth Properties September 2014 - Present
Newedge January 2010 - August 2014
Newedge February 2007 - January 2010
Contractor at Northern Trust June 2006 - February 2007
Deutsche Bank / Scudder Investments October 1999 - May 2006
Kemper Funds 1998 - 1999
Skills
Trading Systems, Electronic Trading, Financial Analysis, Financial Services, Business Analysis, Derivatives, Account Reconciliation, Mutual Funds, Investments, Back Office
Education
Eastern Illinois University 1992 — 1996
Bachelor of Arts (BA), Economics
John Poleondakis's Kemper Funds Experience February 1996 - March 1999
Job Senior Regional Director
Industry Financial Services
Experience
Senior Regional Director 1986 - Present
WM Group of Funds April 2003 - 2006
AllianceBernstein March 1999 - March 2003
Kemper Funds February 1996 - March 1999
Skills
Wealth Management, Investments, Retirement Planning, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Financial Services, Financial Advisory
Education
California State University-Long Beach - College of Business Administration 1980 — 1983
BS, Marketing
The University of Akron 1978 — 1980
Business
Senior Regional Director 1986 - Present
WM Group of Funds April 2003 - 2006
AllianceBernstein March 1999 - March 2003
Kemper Funds February 1996 - March 1999
Skills
Wealth Management, Investments, Retirement Planning, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Financial Services, Financial Advisory
Education
California State University-Long Beach - College of Business Administration 1980 — 1983
BS, Marketing
The University of Akron 1978 — 1980
Business
Stephen Donovick's Kemper Funds Experience April 1996 - October 1999
Job Regional VP at Prudential Financial
Industry Financial Services
Experience
Prudential Financial 2009 - Present
Jackson National Life April 2004 - December 2008
Kemper Funds April 1996 - October 1999
GT Global August 1992 - April 1996
Skills
Variable Annuities, Mutual Funds, Investments, Fixed Annuities, Retirement Planning, Wealth Management, Series 7, Series 63, Series 6, Insurance, Retirement, Financial Services
Education
Babson College 1976 — 1980
BS Accounting
Prudential Financial 2009 - Present
Jackson National Life April 2004 - December 2008
Kemper Funds April 1996 - October 1999
GT Global August 1992 - April 1996
Skills
Variable Annuities, Mutual Funds, Investments, Fixed Annuities, Retirement Planning, Wealth Management, Series 7, Series 63, Series 6, Insurance, Retirement, Financial Services
Education
Babson College 1976 — 1980
BS Accounting
Dan O'Lear's Kemper Funds Experience 1992 - 1996
Job Director of Sales at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments Director of SalesFranklin Templeton1996 - Present
Kemper Funds 1992 - 1996
Education
State University of New York College at Oneonta
Franklin Templeton Investments Director of SalesFranklin Templeton1996 - Present
Kemper Funds 1992 - 1996
Education
State University of New York College at Oneonta
Kathryn (Herout) Zell's Kemper Funds Experience January 1996 - August 1996
Job DirectorAdvisor Marketing at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2009 - Present
Franklin Templeton Investments 2003 - 2008
Franklin Templeton Investments 2002 - 2003
Franklin Templeton Investments April 2001 - January 2002
Franklin Templeton Investments April 2000 - April 2001
Black & Company (acquired by Wells Fargo Van Kasper) June 1998 - April 2000
University of Illinois at Chicago August 1997 - January 1998
Safety-Kleen May 1997 - August 1997
Kemper Funds January 1996 - August 1996
JTC Advertising 1994 - 1996
Skills
Marketing Strategy, Management, Alternative Investments, Series 6, Team Leadership, Sales, Asset Allocation, Product Management, Strategy, Equity Research, Portfolio Management, Marketing Communications
Education
University of Illinois at Chicago 1996 — 1998
MBA, Marketing, Finance
Franklin Templeton Investments January 2009 - Present
Franklin Templeton Investments 2003 - 2008
Franklin Templeton Investments 2002 - 2003
Franklin Templeton Investments April 2001 - January 2002
Franklin Templeton Investments April 2000 - April 2001
Black & Company (acquired by Wells Fargo Van Kasper) June 1998 - April 2000
University of Illinois at Chicago August 1997 - January 1998
Safety-Kleen May 1997 - August 1997
Kemper Funds January 1996 - August 1996
JTC Advertising 1994 - 1996
Skills
Marketing Strategy, Management, Alternative Investments, Series 6, Team Leadership, Sales, Asset Allocation, Product Management, Strategy, Equity Research, Portfolio Management, Marketing Communications
Education
University of Illinois at Chicago 1996 — 1998
MBA, Marketing, Finance
Corina Greiner's Kemper Funds Experience January 1994 - December 1995
Job Programmer Analyst at Indiana University
Industry Higher Education
Experience
Indiana University January 2012 - Present
ExpertPlan January 2010 - December 2011
ExpertPlan June 2009 - December 2009
ADP May 2003 - June 2009
DWS Investments Deutsche Bank Group January 2002 - May 2003
Scudder Investments January 1996 - December 2001
Kemper Funds January 1994 - December 1995
Skills
DB2, SDLC, SQL, Management, Testing, Data Warehousing, Quality Assurance
Education
Northwest Missouri State University
Bachelors of Science, Management and Data Processing
Indiana University January 2012 - Present
ExpertPlan January 2010 - December 2011
ExpertPlan June 2009 - December 2009
ADP May 2003 - June 2009
DWS Investments Deutsche Bank Group January 2002 - May 2003
Scudder Investments January 1996 - December 2001
Kemper Funds January 1994 - December 1995
Skills
DB2, SDLC, SQL, Management, Testing, Data Warehousing, Quality Assurance
Education
Northwest Missouri State University
Bachelors of Science, Management and Data Processing
Bryan DeSchepper's Kemper Funds Experience 1995 - 1997
Job Application Analyst at Argus Health Systems
Industry Health, Wellness and Fitness
Experience
Argus Health Systems September 2008 - Present
DST Systems September 2000 - September 2008
DST Output November 1998 - September 2000
Kemper Funds 1995 - 1997
Kemper Funds 1995 - 1997
Skills
System Integration..., Requirment Gathering, Software Development, Agile Methodologies, Business Analysis, COBOL, DB2, Requirements Analysis, Requirements Gathering, SDLC, SQL, Software Project..., Testing, Systems Analysis
Education
Central Missouri State University 1987 — 1993
Masters of Science, Aviation Safety
Central Missouri State University
Argus Health Systems September 2008 - Present
DST Systems September 2000 - September 2008
DST Output November 1998 - September 2000
Kemper Funds 1995 - 1997
Kemper Funds 1995 - 1997
Skills
System Integration..., Requirment Gathering, Software Development, Agile Methodologies, Business Analysis, COBOL, DB2, Requirements Analysis, Requirements Gathering, SDLC, SQL, Software Project..., Testing, Systems Analysis
Education
Central Missouri State University 1987 — 1993
Masters of Science, Aviation Safety
Central Missouri State University
Kent Lautenschlager's Kemper Funds Experience August 1998 - March 1999
Job Consultant at Keyhole Software
Industry Information Technology and Services
Experience
Keyhole Software January 2014 - Present
TEKsystems December 2012 - December 2013
KGP Logistics August 2001 - December 2012
Midwest Consulting Group May 2000 - August 2001
JEKA Software March 1999 - May 2000
Kemper Funds August 1998 - March 1999
Butler and Butler Construction 1990 - 1996
Skills
Agile Methodologies, XML, SQL, Microsoft SQL Server, Team Leadership, Process Improvement, Software Documentation, JavaScript, Java, jQuery, Primefaces, Project Management, IT Project Leadership, Oracle SQL, DB2, Object Oriented Design, Requirements Analysis, SDLC, Integration
Education
North Dakota State University 1984 — 1986
Bachelor of Science (B.S.), Computer Science and Statistics
San Jacinto College 1983 — 1984
Associate's degree, Electronics
Sam Houston State University 1981 — 1983
Computer Science
Keyhole Software January 2014 - Present
TEKsystems December 2012 - December 2013
KGP Logistics August 2001 - December 2012
Midwest Consulting Group May 2000 - August 2001
JEKA Software March 1999 - May 2000
Kemper Funds August 1998 - March 1999
Butler and Butler Construction 1990 - 1996
Skills
Agile Methodologies, XML, SQL, Microsoft SQL Server, Team Leadership, Process Improvement, Software Documentation, JavaScript, Java, jQuery, Primefaces, Project Management, IT Project Leadership, Oracle SQL, DB2, Object Oriented Design, Requirements Analysis, SDLC, Integration
Education
North Dakota State University 1984 — 1986
Bachelor of Science (B.S.), Computer Science and Statistics
San Jacinto College 1983 — 1984
Associate's degree, Electronics
Sam Houston State University 1981 — 1983
Computer Science
Castillo Yolanda's Kemper Funds Experience August 1973 - May 1976
Job Executive Secretary
Industry
Experience
Pine Shadows Elementary School August 2009 - Present
Kemper Funds August 1973 - May 1976
Education
University of Houston
Bachelor of Arts in Business, Business Administration and Management, General
Pine Shadows Elementary School August 2009 - Present
Kemper Funds August 1973 - May 1976
Education
University of Houston
Bachelor of Arts in Business, Business Administration and Management, General