Kemper Securities
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Kemper Securities Employees
Employee
Years
Job
Industry
Cathy Chiarelli Cathy Chiarelli's Kemper Securities Experience February 1992 - March 1994
Job Financial Services Professional
Industry Financial Services
Experience
Paine Webber/ UBS 1994 - 1998
Kemper Securities February 1992 - March 1994
Skills
Project Management, Operations Management, Supervisory Experience, Human Resources, Office Administration, Internal Audit, Compliance
Education
DePaul University
Bachelor of Arts (B.A.), Business Administration and Management, General
Paine Webber/ UBS 1994 - 1998
Kemper Securities February 1992 - March 1994
Skills
Project Management, Operations Management, Supervisory Experience, Human Resources, Office Administration, Internal Audit, Compliance
Education
DePaul University
Bachelor of Arts (B.A.), Business Administration and Management, General
RICHARD KENNA RICHARD KENNA's Kemper Securities Experience 1994 - 1996
Job Financial Services & Derivatives Professional
Industry Financial Services
Experience
Optionshop August 2012 - November 2013
Nomura Securities International, Inc July 1999 - December 2007
Interim Technology January 1999 - July 1999
MidAmerica Commodity Exch., Chicago Board of Trade June 1996 - December 1998
Kemper Securities 1994 - 1996
Fuji Securities Inc. 1985 - 1994
Skills
Options, Electronic Trading, Trading, Fixed Income, Derivatives, Financial Markets, Capital Markets, Securities, Trading Systems, Hedging, Trading Strategies, Investments, Bloomberg, Proprietary Trading, Portfolio Management, Technical Analysis, Alternative Investments, Volatility, Market Making, Valuation, Financial Analysis, Swaps, Equities, Brokerage, Commodity, Market Data, Risk Management, Asset Allocation, FINRA, Hedge Funds, Quant, Investment Advisory, Programming, Risk, FX, Commodities, Arbitrage, Program Trading, Asset Management, Eurex, Compliance, CME, Salesforce Administrator, Zendesk Administrator, Google Apps..., Software Quality..., Customer Onboarding, Software Development
Education
DePaul University
Computer Science
DePaul University - Institute for Professional Development
Artificial Intelligence Program
Hinsdale Central
Hinsdale Central
University of Illinois at Chicago
Economics
Optionshop August 2012 - November 2013
Nomura Securities International, Inc July 1999 - December 2007
Interim Technology January 1999 - July 1999
MidAmerica Commodity Exch., Chicago Board of Trade June 1996 - December 1998
Kemper Securities 1994 - 1996
Fuji Securities Inc. 1985 - 1994
Skills
Options, Electronic Trading, Trading, Fixed Income, Derivatives, Financial Markets, Capital Markets, Securities, Trading Systems, Hedging, Trading Strategies, Investments, Bloomberg, Proprietary Trading, Portfolio Management, Technical Analysis, Alternative Investments, Volatility, Market Making, Valuation, Financial Analysis, Swaps, Equities, Brokerage, Commodity, Market Data, Risk Management, Asset Allocation, FINRA, Hedge Funds, Quant, Investment Advisory, Programming, Risk, FX, Commodities, Arbitrage, Program Trading, Asset Management, Eurex, Compliance, CME, Salesforce Administrator, Zendesk Administrator, Google Apps..., Software Quality..., Customer Onboarding, Software Development
Education
DePaul University
Computer Science
DePaul University - Institute for Professional Development
Artificial Intelligence Program
Hinsdale Central
Hinsdale Central
University of Illinois at Chicago
Economics
Jack Maier Jack Maier's Kemper Securities Experience January 1991 - January 1993
Job Head of Investment Banking at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB October 2011 - Present
Legacy Ptrs. & Co, LLC October 2010 - October 2011
FBR Capital Markets 2007 - 2010
Legacy Partners Group, LLC January 2003 - February 2007
Credit Suisse First Boston LLC 2000 - 2003
DLJ / CSFB 1997 - 2003
Donaldson, Lufkin & Jenrette January 1997 - January 2002
Wasserstein, Perella & Co., Inc January 1993 - January 1997
Kemper Securities January 1991 - January 1993
Rodman & Renshaw February 1990 - January 1991
Skills
Corporate Finance, Mergers, Investment Banking, Private Equity, LBO, M&A experience, Private Placements, Venture Capital, Valuation, Corporate Development, Capital Markets, Due Diligence, Divestitures, Financial Analysis, Finance, Fixed Income, Joint Ventures, IPO, Mergers & Acquisitions, Leveraged Finance, Restructuring, Portfolio Management, Business Valuation, Structured Finance, Capital Raising, Financial Structuring
Education
Georgetown University - The McDonough School of Business 1984 — 1986
MBA, Finance
Wake Forest University 1980 — 1984
BA, Economics
Headwaters MB October 2011 - Present
Legacy Ptrs. & Co, LLC October 2010 - October 2011
FBR Capital Markets 2007 - 2010
Legacy Partners Group, LLC January 2003 - February 2007
Credit Suisse First Boston LLC 2000 - 2003
DLJ / CSFB 1997 - 2003
Donaldson, Lufkin & Jenrette January 1997 - January 2002
Wasserstein, Perella & Co., Inc January 1993 - January 1997
Kemper Securities January 1991 - January 1993
Rodman & Renshaw February 1990 - January 1991
Skills
Corporate Finance, Mergers, Investment Banking, Private Equity, LBO, M&A experience, Private Placements, Venture Capital, Valuation, Corporate Development, Capital Markets, Due Diligence, Divestitures, Financial Analysis, Finance, Fixed Income, Joint Ventures, IPO, Mergers & Acquisitions, Leveraged Finance, Restructuring, Portfolio Management, Business Valuation, Structured Finance, Capital Raising, Financial Structuring
Education
Georgetown University - The McDonough School of Business 1984 — 1986
MBA, Finance
Wake Forest University 1980 — 1984
BA, Economics
Louis Llanes, CFA CMT Louis Llanes, CFA CMT's Kemper Securities Experience 1994 - 1996
Job Intelligent Investing
Industry Investment Management
Experience
MacroTrend Strategies, LLC February 2013 - Present
US Bank May 2009 - November 2011
Blythe Lane Investment Management January 1997 - April 2009
Market Technicians Association, Inc. 1997 - 1999
Kemper Securities 1994 - 1996
Intellogic Trace 1989 - 1990
Skills
Investment Management
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Masters in Business Administration
University of Colorado at Denver 1990 — 1994
B.S., Finance
MacroTrend Strategies, LLC February 2013 - Present
US Bank May 2009 - November 2011
Blythe Lane Investment Management January 1997 - April 2009
Market Technicians Association, Inc. 1997 - 1999
Kemper Securities 1994 - 1996
Intellogic Trace 1989 - 1990
Skills
Investment Management
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Masters in Business Administration
University of Colorado at Denver 1990 — 1994
B.S., Finance
Mo Krausman Mo Krausman's Kemper Securities Experience March 1991 - September 1993
Job Institutional Bond Trader, Retired
Industry Capital Markets
Experience
Raymond James September 1993 - March 2010
Kemper Securities March 1991 - September 1993
Security Pacific National Bank August 1987 - February 1991
Household International January 1983 - August 1985
Skills
Risk Management, Fixed Income, Strategic Financial..., Trading, Equities, Series 7, Series 63, Structured Finance, Securities, Portfolio Management
Education
The University of Chicago - Booth School of Business 1985 — 1987
M.B.A., Finance; Accounting
Pomona College 1978 — 1982
BA, History
Raymond James September 1993 - March 2010
Kemper Securities March 1991 - September 1993
Security Pacific National Bank August 1987 - February 1991
Household International January 1983 - August 1985
Skills
Risk Management, Fixed Income, Strategic Financial..., Trading, Equities, Series 7, Series 63, Structured Finance, Securities, Portfolio Management
Education
The University of Chicago - Booth School of Business 1985 — 1987
M.B.A., Finance; Accounting
Pomona College 1978 — 1982
BA, History
Jim Podulka Jim Podulka's Kemper Securities Experience 1992 - 1995
Job President, JP Insurance Consulting
Industry Insurance
Experience
John Hancock Financial Services 2005 - 2013
A.G. Edwards & Sons, Inc. 2002 - 2004
Barrington Research Associates, Inc. 1996 - 2001
Kemper Securities 1992 - 1995
United Stationers 1988 - 1990
Skills
Investments, Sales, Series 7
Education
Loyola University Chicago
Bachelor of Business Administration (BBA), Finance
John Hancock Financial Services 2005 - 2013
A.G. Edwards & Sons, Inc. 2002 - 2004
Barrington Research Associates, Inc. 1996 - 2001
Kemper Securities 1992 - 1995
United Stationers 1988 - 1990
Skills
Investments, Sales, Series 7
Education
Loyola University Chicago
Bachelor of Business Administration (BBA), Finance
Jillian Paden Jillian Paden's Kemper Securities Experience June 1991 - February 1993
Job Risk Management at Huntington National Bank
Industry Banking
Experience
Huntington National Bank April 2011 - Present
Nationwide Insurance January 1998 - April 2004
Audit Bureau of Circulations April 1996 - September 1997
Kemper Securities June 1991 - February 1993
BankOne Securities January 1992 - January 1993
Peoples Federal Savings Bank June 1988 - March 1991
Skills
Banking, Loans, Commercial Banking, Credit, Mortgage Lending, Retail Banking, Credit Risk, Portfolio Management, Financial Analysis, Insurance Risk, Securities Market, Auditing, Financial Audits, Financial Risk, Operational Risk..., Risk Management
Education
Ashland University 1999 — 2002
Master of Business Administration (MBA), Business Administration, Management and Operations
Palm Beach Atlantic University 1988 — 1991
Bachelor of Science (BS), Business Administration, Management and Operations
Huntington National Bank April 2011 - Present
Nationwide Insurance January 1998 - April 2004
Audit Bureau of Circulations April 1996 - September 1997
Kemper Securities June 1991 - February 1993
BankOne Securities January 1992 - January 1993
Peoples Federal Savings Bank June 1988 - March 1991
Skills
Banking, Loans, Commercial Banking, Credit, Mortgage Lending, Retail Banking, Credit Risk, Portfolio Management, Financial Analysis, Insurance Risk, Securities Market, Auditing, Financial Audits, Financial Risk, Operational Risk..., Risk Management
Education
Ashland University 1999 — 2002
Master of Business Administration (MBA), Business Administration, Management and Operations
Palm Beach Atlantic University 1988 — 1991
Bachelor of Science (BS), Business Administration, Management and Operations
Jack McFarland Jack McFarland's Kemper Securities Experience May 1990 - December 1993
Job President at CFO Consulting, Inc.
Industry Renewables & Environment
Experience
CFO Consulting, Inc. January 2014 - Present
Proterra Inc 2010 - December 2013
Phenom-World North America April 2010 - August 2010
FEI Company November 2002 - April 2010
CFO Consulting, Inc. June 1997 - October 2002
Racom Systems, Inc. January 1994 - May 1997
Kemper Securities May 1990 - December 1993
Boettcher & Company January 1986 - May 1990
Deloitte Consulting September 1983 - December 1985
Skills
Mergers, Start-ups, Financial Analysis, Venture Capital, Management Consulting, Forecasting, Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Controls, Due Diligence, Budgets, Strategic Planning, Executive Management, Process Improvement, Mergers & Acquisitions, Business Planning, Finance, Manufacturing, Management, Fundraising, Business Development
Education
Northwestern University - Kellogg School of Management 1981 — 1983
MBA, Finance & accounting
Oberlin College 1977 — 1981
BA, Economics & Neuroscience
University of Illinois at Urbana-Champaign - College of Business 1985 — 1985
CPA, Accounting
CFO Consulting, Inc. January 2014 - Present
Proterra Inc 2010 - December 2013
Phenom-World North America April 2010 - August 2010
FEI Company November 2002 - April 2010
CFO Consulting, Inc. June 1997 - October 2002
Racom Systems, Inc. January 1994 - May 1997
Kemper Securities May 1990 - December 1993
Boettcher & Company January 1986 - May 1990
Deloitte Consulting September 1983 - December 1985
Skills
Mergers, Start-ups, Financial Analysis, Venture Capital, Management Consulting, Forecasting, Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Controls, Due Diligence, Budgets, Strategic Planning, Executive Management, Process Improvement, Mergers & Acquisitions, Business Planning, Finance, Manufacturing, Management, Fundraising, Business Development
Education
Northwestern University - Kellogg School of Management 1981 — 1983
MBA, Finance & accounting
Oberlin College 1977 — 1981
BA, Economics & Neuroscience
University of Illinois at Urbana-Champaign - College of Business 1985 — 1985
CPA, Accounting
Don Patterson Don Patterson's Kemper Securities Experience May 1991 - December 1994
Job Security Architect
Industry Information Technology and Services
Experience
Regions Financial Corporation November 2014 - Present
Fiserv July 2013 - November 2014
Protiviti September 2012 - July 2013
Imperva May 2011 - September 2012
Fiserv March 2002 - May 2011
Unisys Corp July 1995 - December 2001
Pittsburgh Business Consultants December 1994 - July 1995
Spiegel Corporation October 1992 - December 1994
Kemper Securities May 1991 - December 1994
Skills
Information Security..., Application Firewalls, Log Management and..., Intrusion Detection..., Data Networking, Linux, Information Security, Event Correlation, Web Application Firewall, Networking, CISSP, Intrusion Detection, Security, Log Management, Imperva, Vulnerability Assessment, PCI DSS, Vulnerability Management, Application Security, Computer Security, Network Security, Information Assurance, Network Engineering, Cisco Technologies, Disaster Recovery, Information Technology
Education
Capella University 2004 — 2011
BS, Information Assurance & Security
Linclon Land Community College
AAS, Electronic Data Processing
Regions Financial Corporation November 2014 - Present
Fiserv July 2013 - November 2014
Protiviti September 2012 - July 2013
Imperva May 2011 - September 2012
Fiserv March 2002 - May 2011
Unisys Corp July 1995 - December 2001
Pittsburgh Business Consultants December 1994 - July 1995
Spiegel Corporation October 1992 - December 1994
Kemper Securities May 1991 - December 1994
Skills
Information Security..., Application Firewalls, Log Management and..., Intrusion Detection..., Data Networking, Linux, Information Security, Event Correlation, Web Application Firewall, Networking, CISSP, Intrusion Detection, Security, Log Management, Imperva, Vulnerability Assessment, PCI DSS, Vulnerability Management, Application Security, Computer Security, Network Security, Information Assurance, Network Engineering, Cisco Technologies, Disaster Recovery, Information Technology
Education
Capella University 2004 — 2011
BS, Information Assurance & Security
Linclon Land Community College
AAS, Electronic Data Processing
Aaron M. Gabriel, CFP®, CIMA® Aaron M. Gabriel, CFP®, CIMA®'s Kemper Securities Experience August 1990 - November 1996
Job President at The Gabriel Group | Raymond James
Industry Investment Management
Experience
The Gabriel Group Raymond James May 2014 - Present
Raymond James & Associates, Inc. May 2008 - May 2014
A.G. Edwards November 1996 - May 2008
KEMPER Securities August 1990 - November 1996
Franklin/Templeton Group January 1988 - August 1990
Education
St. Mary's College of California 2000 — 2002
MBA, Business Strategy
The Gabriel Group Raymond James May 2014 - Present
Raymond James & Associates, Inc. May 2008 - May 2014
A.G. Edwards November 1996 - May 2008
KEMPER Securities August 1990 - November 1996
Franklin/Templeton Group January 1988 - August 1990
Education
St. Mary's College of California 2000 — 2002
MBA, Business Strategy
Tania (Licata) Rients Tania (Licata) Rients's Kemper Securities Experience June 1992 - October 1994
Job Region Administration Manager
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc. September 2014 - Present
Morgan Stanley August 2006 - July 2014
Country Financial 2009 - 2010
Morgan Stanley Smith Barney August 2000 - August 2006
Morgan Stanley Smith Barney January 1999 - August 2000
Dain Rauscher October 1994 - January 1999
Kemper Securities June 1992 - October 1994
Skills
Series 7, Customer Service, Problem Solving, Efficiency Improvement, Sales, Leadership, Series 63, FINRA, Divorcees, Strategic Planning, Insurance, Entrepreneurship, Investments, Series 65, Coaching, Risk Management, Series 24, Nonprofits, Team Building, Sales Operations, Mutual Funds, Microsoft Excel, Retirement Planning, Banking, Process Improvement, Humor, Sales Support, Negotiation, Non-profits, Microsoft Office, Project Management, 401k Rollovers, Children Of Divorce, Management
Education
Joliet Junior College 2014 — 2015
Applied Horticulture and Horticultural Business Services
Southern Illinois University, Carbondale
U.S. Bancorp Investments, Inc. September 2014 - Present
Morgan Stanley August 2006 - July 2014
Country Financial 2009 - 2010
Morgan Stanley Smith Barney August 2000 - August 2006
Morgan Stanley Smith Barney January 1999 - August 2000
Dain Rauscher October 1994 - January 1999
Kemper Securities June 1992 - October 1994
Skills
Series 7, Customer Service, Problem Solving, Efficiency Improvement, Sales, Leadership, Series 63, FINRA, Divorcees, Strategic Planning, Insurance, Entrepreneurship, Investments, Series 65, Coaching, Risk Management, Series 24, Nonprofits, Team Building, Sales Operations, Mutual Funds, Microsoft Excel, Retirement Planning, Banking, Process Improvement, Humor, Sales Support, Negotiation, Non-profits, Microsoft Office, Project Management, 401k Rollovers, Children Of Divorce, Management
Education
Joliet Junior College 2014 — 2015
Applied Horticulture and Horticultural Business Services
Southern Illinois University, Carbondale
Shelly (Essi) Norehad Shelly (Essi) Norehad's Kemper Securities Experience December 1990 - June 1993
Job Owner, School of Rock, Cleveland
Industry Music
Experience
School of Rock, Cleveland January 2007 - Present
OROC, OutRun Ovarian Cancer October 2004 - Present
Kemper Securities December 1990 - June 1993
Stotler & Company June 1986 - September 1990
Skills
Public Speaking, Marketing, Event Planning, Social Media Marketing, Social Media, Fundraising, Music, Sales, Customer Service, Public Relations, Music Industry, Email Marketing, Songwriting, Marketing Strategy, Facebook, Strategic Planning, Sales Management, Strategic Partnerships, Music Production, Audio Engineering, Mergers
Education
Miami University 1982 — 1986
B.S. Business Admin., Finance
Lakewood High School 1978 — 1982
School of Rock, Cleveland January 2007 - Present
OROC, OutRun Ovarian Cancer October 2004 - Present
Kemper Securities December 1990 - June 1993
Stotler & Company June 1986 - September 1990
Skills
Public Speaking, Marketing, Event Planning, Social Media Marketing, Social Media, Fundraising, Music, Sales, Customer Service, Public Relations, Music Industry, Email Marketing, Songwriting, Marketing Strategy, Facebook, Strategic Planning, Sales Management, Strategic Partnerships, Music Production, Audio Engineering, Mergers
Education
Miami University 1982 — 1986
B.S. Business Admin., Finance
Lakewood High School 1978 — 1982
Robert Mortimer CFP® Robert Mortimer CFP®'s Kemper Securities Experience 1993 - 1994
Job Senior Vice President at Wunderlich Securities
Industry Investment Management
Experience
Wunderlich Securities May 2010 - Present
UBS Financial 2007 - 2010
Piper Jaffray 2005 - 2007
RBC Dain Rauscher 1994 - 2003
Kemper Securities 1993 - 1994
Skills
Coaching, Recruiting, General Management, Financial Planning, Wealth Management, Insurance, Experienced Branch...
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MM, Finance
Dartmouth College 1972 — 1976
Wunderlich Securities May 2010 - Present
UBS Financial 2007 - 2010
Piper Jaffray 2005 - 2007
RBC Dain Rauscher 1994 - 2003
Kemper Securities 1993 - 1994
Skills
Coaching, Recruiting, General Management, Financial Planning, Wealth Management, Insurance, Experienced Branch...
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MM, Finance
Dartmouth College 1972 — 1976
David Mabee David Mabee's Kemper Securities Experience February 1984 - May 1994
Job Financial advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 1994 - Present
Kemper Securities February 1984 - May 1994
E.F.Hutton June 1981 - May 1984
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Strategic Financial..., Retirement, Portfolio Management, Securities, Equities, Investment Strategies, Financial Advisory
Education
Bradley University 1977 — 1981
Bachelor's Degree, Business Administration and Management, General
Robert W. Baird & Co. May 1994 - Present
Kemper Securities February 1984 - May 1994
E.F.Hutton June 1981 - May 1984
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Strategic Financial..., Retirement, Portfolio Management, Securities, Equities, Investment Strategies, Financial Advisory
Education
Bradley University 1977 — 1981
Bachelor's Degree, Business Administration and Management, General
Noreen Doyle 303-525-4440 Noreen Doyle 303-525-4440's Kemper Securities Experience 1993 - 1996
Job Realtor
Industry Real Estate
Experience
Buildings & Residences of Denver April 2008 - Present
Keller Williams Realty March 1998 - March 2008
First Chicago 1996 - 1998
Kemper Securities 1993 - 1996
Skills
Sellers, Condos, Residential Homes, Townhomes, Buyers, Commercial Real Estate, Property, Investments, Buyer's Agent, Historic Homes, Duplexes, Multi-unit, Income, Investment Properties, Single Family Homes, Investors, Relocation, Foreclosures, New Home Sales, Listings, Rentals
Education
Colorado State University
B.S., Business Administration
Buildings & Residences of Denver April 2008 - Present
Keller Williams Realty March 1998 - March 2008
First Chicago 1996 - 1998
Kemper Securities 1993 - 1996
Skills
Sellers, Condos, Residential Homes, Townhomes, Buyers, Commercial Real Estate, Property, Investments, Buyer's Agent, Historic Homes, Duplexes, Multi-unit, Income, Investment Properties, Single Family Homes, Investors, Relocation, Foreclosures, New Home Sales, Listings, Rentals
Education
Colorado State University
B.S., Business Administration
Stephanie Koontz Stephanie Koontz's Kemper Securities Experience 1989 - 1995
Job Development Controller at MarkTaylor
Industry Accounting
Experience
Mark-Taylor Inc March 2014 - Present
Mark-Taylor Inc May 2012 - March 2014
Hannay Investment Properties November 2011 - May 2012
RED Development April 2008 - November 2011
Cavan Real Estate Investments 2006 - 2008
kemper securities 1989 - 1995
Skills
Financial Reporting, Accounting, Property Management, Accounts Receivable, General Ledger, Account Reconciliation, Real Estate, Accounts Payable, Contract Negotiation, Cash Flow, GAAP, Budgets, Financial Statements, Real Estate Development, Finance, Financial Analysis
Education
University of Phoenix 2005 — 2007
MBA, Accounting
University of Arizona 1981 — 1985
Mark-Taylor Inc March 2014 - Present
Mark-Taylor Inc May 2012 - March 2014
Hannay Investment Properties November 2011 - May 2012
RED Development April 2008 - November 2011
Cavan Real Estate Investments 2006 - 2008
kemper securities 1989 - 1995
Skills
Financial Reporting, Accounting, Property Management, Accounts Receivable, General Ledger, Account Reconciliation, Real Estate, Accounts Payable, Contract Negotiation, Cash Flow, GAAP, Budgets, Financial Statements, Real Estate Development, Finance, Financial Analysis
Education
University of Phoenix 2005 — 2007
MBA, Accounting
University of Arizona 1981 — 1985
Allen Lassiter Allen Lassiter's Kemper Securities Experience June 1992 - June 1994
Job Managing Director at Raymond James
Industry Financial Services
Experience
Raymond James June 1994 - Present
Kemper Securities June 1992 - June 1994
Smith Barney January 1973 - June 1992
Education
University of Pennsylvania - The Wharton School 1972 — 1975
MBA
University of North Carolina at Chapel Hill 1966 — 1970
BA
Raymond James June 1994 - Present
Kemper Securities June 1992 - June 1994
Smith Barney January 1973 - June 1992
Education
University of Pennsylvania - The Wharton School 1972 — 1975
MBA
University of North Carolina at Chapel Hill 1966 — 1970
BA
Michael E. Huls Michael E. Huls's Kemper Securities Experience January 1988 - April 1992
Job Corporate strategies at Marlin Hull LLC
Industry Capital Markets
Experience
Marlin Hull LLC January 2011 - Present
Morgan Stanley dean witter January 1992 - July 1994
Kemper Securities January 1988 - April 1992
Skills
Investments, Investment Properties, Small Business, Investors, Brokerage, Sales Management, Real Estate, Strategy, Entrepreneurship, Portfolio Management, Valuation, Cancer
Education
Arizona State University 1980 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Marlin Hull LLC January 2011 - Present
Morgan Stanley dean witter January 1992 - July 1994
Kemper Securities January 1988 - April 1992
Skills
Investments, Investment Properties, Small Business, Investors, Brokerage, Sales Management, Real Estate, Strategy, Entrepreneurship, Portfolio Management, Valuation, Cancer
Education
Arizona State University 1980 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Bob Nisbett Bob Nisbett's Kemper Securities Experience 1992 - 1995
Job Data Architect at Blue Cross Blue Shield Association
Industry Insurance
Experience
Blue Cross Blue Shield Association March 2011 - Present
JPMorgan Chase January 2010 - March 2011
Wachovia Securities September 2007 - June 2009
Wachovia Securities, LLC January 2000 - September 2007
EVEREN Securities January 1995 - October 1999
Kemper Securities 1992 - 1995
Thomson Transaction Services (formerly BETA Systems) 1991 - 1993
Kemper Financial 1984 - 1991
Continental Bank March 1978 - November 1984
Skills
Data Warehousing, Data Modeling, Data Integration, Business Intelligence, Data Quality, DB2, Data Architecture, Erwin, Metadata Management, Data Management, Requirements Analysis, Databases, Data Analysis, Oracle, Data Marts, Systems Analysis, OLAP, Dimensional Modeling, SDLC
Education
Illinois Institute of Technology
BS, Mathematics
Blue Cross Blue Shield Association March 2011 - Present
JPMorgan Chase January 2010 - March 2011
Wachovia Securities September 2007 - June 2009
Wachovia Securities, LLC January 2000 - September 2007
EVEREN Securities January 1995 - October 1999
Kemper Securities 1992 - 1995
Thomson Transaction Services (formerly BETA Systems) 1991 - 1993
Kemper Financial 1984 - 1991
Continental Bank March 1978 - November 1984
Skills
Data Warehousing, Data Modeling, Data Integration, Business Intelligence, Data Quality, DB2, Data Architecture, Erwin, Metadata Management, Data Management, Requirements Analysis, Databases, Data Analysis, Oracle, Data Marts, Systems Analysis, OLAP, Dimensional Modeling, SDLC
Education
Illinois Institute of Technology
BS, Mathematics
Gary Grisham Gary Grisham's Kemper Securities Experience June 1981 - February 1995
Job Financial advisor with 20+ years of experience
Industry Financial Services
Experience
Raymond James February 1995 - Present
Kemper Securities June 1981 - February 1995
Skills
Due Diligence, Asset Allocation, Retirement, Portfolio Management, Finance, Mutual Funds, Investments
Education
University of Houston 1974 — 1976
MBA, Finance
Tulane University 1970 — 1974
BSChE, Chemical Engineering
Raymond James February 1995 - Present
Kemper Securities June 1981 - February 1995
Skills
Due Diligence, Asset Allocation, Retirement, Portfolio Management, Finance, Mutual Funds, Investments
Education
University of Houston 1974 — 1976
MBA, Finance
Tulane University 1970 — 1974
BSChE, Chemical Engineering
Eric W. Stine Eric W. Stine's Kemper Securities Experience February 1992 - April 1995
Job Vice PresidentInvestments at Wedbush Securities Inc.
Industry Financial Services
Experience
Wedbush Securities, Inc. 2007 - Present
Valley of the Moon 2000 - 2010
Valley of the Moon 2000 - 2010
A. G. Edwards April 1995 - July 2007
Kemper Securities February 1992 - April 1995
Bateman, Eichler Hill Richards 1991 - 1993
Hewlett-Packard Co. (now Agilent) 1978 - 1989
Skills
Investments, Insurance, Small Business, Financial Advisory, Strategic Planning, Risk Management, Series 65, Trading, Finance, Credit, Sales, Financial Modeling, Public Speaking, Microsoft Excel, Leadership, Loans, Sales Management, Asset Managment, Asset Management, Financial Analysis, Wealth Management
Education
Sonoma State University 1985 — 1990
BA, Bus/Econ
Santa Rosa Jr. College 1980 — 1982
AA, Liberal Arts
College of San Mateo 1976 — 1978
AA
Butte Junior College 1974 — 1975
Oroville High School 1969 — 1974
Wedbush Securities, Inc. 2007 - Present
Valley of the Moon 2000 - 2010
Valley of the Moon 2000 - 2010
A. G. Edwards April 1995 - July 2007
Kemper Securities February 1992 - April 1995
Bateman, Eichler Hill Richards 1991 - 1993
Hewlett-Packard Co. (now Agilent) 1978 - 1989
Skills
Investments, Insurance, Small Business, Financial Advisory, Strategic Planning, Risk Management, Series 65, Trading, Finance, Credit, Sales, Financial Modeling, Public Speaking, Microsoft Excel, Leadership, Loans, Sales Management, Asset Managment, Asset Management, Financial Analysis, Wealth Management
Education
Sonoma State University 1985 — 1990
BA, Bus/Econ
Santa Rosa Jr. College 1980 — 1982
AA, Liberal Arts
College of San Mateo 1976 — 1978
AA
Butte Junior College 1974 — 1975
Oroville High School 1969 — 1974
Randall Blaine Auker's Kemper Securities Experience January 1988 - April 1994
Job President/Owner at Auker Advisors Consulting
Industry Investment Management
Experience
Auker Investments July 2014 - Present
Personal Investor Plan June 2013 - Present
Auker Investments July 2014 - Present
Auker Advisors Consulting January 2014 - September 2015
LPL Financial December 2013 - July 2014
Auker Investments 2014 - 2014
Robert W. Baird & Co. February 2008 - May 2011
RBC Dain Rauscher Inc. April 1994 - February 2008
Kemper Securities January 1988 - April 1994
Blunt Ellis and Loewi & Co. August 1977 - January 1988
Skills
Wealth Management..., Wealth, Small Business, Marketing, Investments, Management, Entrepreneurship, Strategic Financial..., Equities, Team Building, Direct Sales, Finance, Loans, Sales, Coaching, Insurance, Investment Advisory, Wealth Management, Financial Analysis, Estate Planning, Asset Allocation, Investment Strategies, Business Planning, Leadership, Retirement Planning, Securities, Financial Planning, Strategic Planning, Public Speaking, Training, New Business Development, Customer Service, Budgets, Portfolio Management, Sales Management, Banking, Strategy, Financial Services, Event Planning, Risk Management, Asset Management, Social Media, Retirement, Social Media Marketing, Consulting, Social Networking, Business Development
Education
Illinois Wesleyan University 1968 — 1972
Bachlors of Arts, Economics, Accounting, Marketing, Business Administration, Religeons., Grades - ?
Illinois Wesleyan University 1968 — 1972
Bachelor of Arts (B.A.) Economics, Economics and Busines Administration.
Illinois Wesleyan University 1968 — 1972
Bachelor of Arts (B.A.), Economics
Auker Investments July 2014 - Present
Personal Investor Plan June 2013 - Present
Auker Investments July 2014 - Present
Auker Advisors Consulting January 2014 - September 2015
LPL Financial December 2013 - July 2014
Auker Investments 2014 - 2014
Robert W. Baird & Co. February 2008 - May 2011
RBC Dain Rauscher Inc. April 1994 - February 2008
Kemper Securities January 1988 - April 1994
Blunt Ellis and Loewi & Co. August 1977 - January 1988
Skills
Wealth Management..., Wealth, Small Business, Marketing, Investments, Management, Entrepreneurship, Strategic Financial..., Equities, Team Building, Direct Sales, Finance, Loans, Sales, Coaching, Insurance, Investment Advisory, Wealth Management, Financial Analysis, Estate Planning, Asset Allocation, Investment Strategies, Business Planning, Leadership, Retirement Planning, Securities, Financial Planning, Strategic Planning, Public Speaking, Training, New Business Development, Customer Service, Budgets, Portfolio Management, Sales Management, Banking, Strategy, Financial Services, Event Planning, Risk Management, Asset Management, Social Media, Retirement, Social Media Marketing, Consulting, Social Networking, Business Development
Education
Illinois Wesleyan University 1968 — 1972
Bachlors of Arts, Economics, Accounting, Marketing, Business Administration, Religeons., Grades - ?
Illinois Wesleyan University 1968 — 1972
Bachelor of Arts (B.A.) Economics, Economics and Busines Administration.
Illinois Wesleyan University 1968 — 1972
Bachelor of Arts (B.A.), Economics
Sheila Cuffari-Agasi, AIF® Sheila Cuffari-Agasi, AIF®'s Kemper Securities Experience 1993 - 1995
Job Vice President Partner Development
Industry Financial Services
Experience
United Planners December 2006 - Present
Total Investment Management September 2000 - December 2006
SunAmerica Securities September 1997 - October 2005
Donald & Co Securities August 1995 - August 1997
Kemper Securities 1993 - 1995
Skills
Series 7, Retirement Planning, Series 63, Investment Advisory, FINRA, Mutual Funds, Wealth Management, Retirement, Series 24, Securities, Fixed Annuities, 401k, Investments, Asset Allocation, Financial Advisory, Series 65, IRAs, Strategic Financial..., Insurance, Uniform Combined State..., Alternative Investments, Estate Planning, Financial Services, Financial Planners, Asset Management, Portfolio Management, Investment Management, Wealth, Bonds, Life Insurance, Long-term Care, ETFs, Pensions, Equities, Investment Strategies, Fixed Income, Term Life Insurance
Education
California College of the Arts
Independent Study
University of Phoenix
United Planners December 2006 - Present
Total Investment Management September 2000 - December 2006
SunAmerica Securities September 1997 - October 2005
Donald & Co Securities August 1995 - August 1997
Kemper Securities 1993 - 1995
Skills
Series 7, Retirement Planning, Series 63, Investment Advisory, FINRA, Mutual Funds, Wealth Management, Retirement, Series 24, Securities, Fixed Annuities, 401k, Investments, Asset Allocation, Financial Advisory, Series 65, IRAs, Strategic Financial..., Insurance, Uniform Combined State..., Alternative Investments, Estate Planning, Financial Services, Financial Planners, Asset Management, Portfolio Management, Investment Management, Wealth, Bonds, Life Insurance, Long-term Care, ETFs, Pensions, Equities, Investment Strategies, Fixed Income, Term Life Insurance
Education
California College of the Arts
Independent Study
University of Phoenix
Brian Beh Brian Beh's Kemper Securities Experience 1990 - 1992
Job President and Principal at First Light Asset Management
Industry Investment Management
Experience
First Light Asset Management 2015 - Present
Roxbury Capital Management December 1992 - November 2014
Roxbury Capital Management, LLC June 1998 - January 2002
Roxbury Capital Management, LLC December 1992 - June 1998
Kemper Securities 1990 - 1992
Blunt Ellis & Loewi 1988 - 1990
John Nuveen & Co. 1985 - 1987
Education
University of Iowa 1981 — 1985
Bachelor of Science, Journalism
First Light Asset Management 2015 - Present
Roxbury Capital Management December 1992 - November 2014
Roxbury Capital Management, LLC June 1998 - January 2002
Roxbury Capital Management, LLC December 1992 - June 1998
Kemper Securities 1990 - 1992
Blunt Ellis & Loewi 1988 - 1990
John Nuveen & Co. 1985 - 1987
Education
University of Iowa 1981 — 1985
Bachelor of Science, Journalism
Amy Sheyer's Kemper Securities Experience 1991 - 1996
Job AVP, External Relations at Beacon Health Options
Industry Insurance
Experience
Beacon Health Options January 2015 - Present
VOLUNTEER Hampton Roads March 2014 - Present
ValueOptions, Inc. April 2013 - Present
Health Net, Inc. January 2004 - February 2012
LA's Best Friends 2004 - 2008
AMERIGROUP Corporation 2000 - 2003
United Healthcare of Illinois 1996 - 2000
Kemper Securities 1991 - 1996
Congressman Jim Sensenbrenner 1981 - 1989
Skills
Crisis Communications, Media Relations, Managed Care, Corporate Communications, Strategic Communications, Medicaid, Public Speaking, Employee Benefits, Medicare, Nonprofits, Internal Communications, Strategic Planning, Newsletters, Marketing Strategy, Public Relations, Program Management, Legislative Relations, Leadership, Speech Writing, Insurance, Public Affairs, Policy, Press Releases, Healthcare, Fundraising, Health Policy, Public Policy, Community Development, Spokesperson, Communication Training, Health Insurance, Communications Planning, Strategy
Education
Denison University 1977 — 1981
BA, Political Science
Northwestern University
Master's degree in Corporate Communications
Whitefish Bay High School
Beacon Health Options January 2015 - Present
VOLUNTEER Hampton Roads March 2014 - Present
ValueOptions, Inc. April 2013 - Present
Health Net, Inc. January 2004 - February 2012
LA's Best Friends 2004 - 2008
AMERIGROUP Corporation 2000 - 2003
United Healthcare of Illinois 1996 - 2000
Kemper Securities 1991 - 1996
Congressman Jim Sensenbrenner 1981 - 1989
Skills
Crisis Communications, Media Relations, Managed Care, Corporate Communications, Strategic Communications, Medicaid, Public Speaking, Employee Benefits, Medicare, Nonprofits, Internal Communications, Strategic Planning, Newsletters, Marketing Strategy, Public Relations, Program Management, Legislative Relations, Leadership, Speech Writing, Insurance, Public Affairs, Policy, Press Releases, Healthcare, Fundraising, Health Policy, Public Policy, Community Development, Spokesperson, Communication Training, Health Insurance, Communications Planning, Strategy
Education
Denison University 1977 — 1981
BA, Political Science
Northwestern University
Master's degree in Corporate Communications
Whitefish Bay High School
Todd Fleming Todd Fleming's Kemper Securities Experience May 1991 - March 1993
Job National Account Sales at CCC Information Services
Industry Computer Software
Experience
CCC Information Services October 2013 - Present
Mitchell International April 2007 - May 2013
CCC Information Services May 1993 - April 2007
Kemper Securities May 1991 - March 1993
Country Insurance & Financial Services January 1990 - May 1991
Skills
Insurance, Salesforce.com, Account Management, Sales Management, New Business Development, Solution Selling, Sales Process, Contract Negotiation, Team Building, Customer Retention, Sales, Business Development, Claim, Strategic Planning, Property & Casualty..., Competitive Analysis, Leadership, Negotiation, Team Leadership, Selling, Customer Satisfaction, Product Management, Sales Operations, Marketing, Management, Operations Management, Vendor Management, Enterprise Software, Marketing Strategy, Executive Management, Strategic Partnerships, Direct Sales, CRM, B2B, Cross-functional Team..., Lead Generation, Strategy, Product Marketing, P&L Management, Cold Calling, Key Account Management, Cloud Computing, Professional Services, Process Improvement, Business Planning, Analytics, Software Industry, Coaching
Education
Eastern Illinois University 1985 — 1989
B.S., Finance, Economics
CCC Information Services October 2013 - Present
Mitchell International April 2007 - May 2013
CCC Information Services May 1993 - April 2007
Kemper Securities May 1991 - March 1993
Country Insurance & Financial Services January 1990 - May 1991
Skills
Insurance, Salesforce.com, Account Management, Sales Management, New Business Development, Solution Selling, Sales Process, Contract Negotiation, Team Building, Customer Retention, Sales, Business Development, Claim, Strategic Planning, Property & Casualty..., Competitive Analysis, Leadership, Negotiation, Team Leadership, Selling, Customer Satisfaction, Product Management, Sales Operations, Marketing, Management, Operations Management, Vendor Management, Enterprise Software, Marketing Strategy, Executive Management, Strategic Partnerships, Direct Sales, CRM, B2B, Cross-functional Team..., Lead Generation, Strategy, Product Marketing, P&L Management, Cold Calling, Key Account Management, Cloud Computing, Professional Services, Process Improvement, Business Planning, Analytics, Software Industry, Coaching
Education
Eastern Illinois University 1985 — 1989
B.S., Finance, Economics
James Neff's Kemper Securities Experience 1992 - 1994
Job Branch Manager at Brechnitz Group of Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2006 - Present
Morgan Stanley 1994 - 2006
Kemper Securities 1992 - 1994
E.F Hutton 1983 - 1992
Skills
Customer Service, Management, Strategy, Portfolio Management, Finance, Financial Advisory, Retirement Planning, Wealth Management, Securities, Mutual Funds, Investment Advisory, Investments, Asset Allocation
Education
Millikin University
Bachelor's Degree, Accounting
Raymond James Financial Inc. 2006 - Present
Morgan Stanley 1994 - 2006
Kemper Securities 1992 - 1994
E.F Hutton 1983 - 1992
Skills
Customer Service, Management, Strategy, Portfolio Management, Finance, Financial Advisory, Retirement Planning, Wealth Management, Securities, Mutual Funds, Investment Advisory, Investments, Asset Allocation
Education
Millikin University
Bachelor's Degree, Accounting
Terry Horan Terry Horan's Kemper Securities Experience January 1985 - September 1995
Job Vice President, Private Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 1995 - Present
Kemper Securities January 1985 - September 1995
Loewi, Blunt Ellis and Loewi August 1976 - December 1985
Education
John Carroll University 1967 — 1971
BSBA, BUSINESS MANAGEMENT
NOTRE DAME HIGH SCHOOL 1963 — 1967
Robert W. Baird & Co. October 1995 - Present
Kemper Securities January 1985 - September 1995
Loewi, Blunt Ellis and Loewi August 1976 - December 1985
Education
John Carroll University 1967 — 1971
BSBA, BUSINESS MANAGEMENT
NOTRE DAME HIGH SCHOOL 1963 — 1967
Elisabeth Smith's Kemper Securities Experience January 1991 - February 1995
Job Non Profit Board Member
Industry Financial Services
Experience
Somerset Elementary Foundation Board September 2010 - June 2015
Nuveen Investments - Fortune 500 Company July 1998 - January 2008
Van Kampen Investments February 1997 - June 1998
Everen Securities January 1995 - February 1997
Kemper Securities January 1991 - February 1995
Skills
Team Leadership, Executive Coaching, Sales Management, Mentoring, Fundraising, Career Development, Management Consulting, Management, Asset Allocation, Series 65, Mutual Funds, Asset Management, ETFs, Investments, Strategy, Separately Managed..., Series 7, Alternative Investments, Program Management, Uniform Combined State..., Equities, Investment Strategies, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2002 — 2005
Graduate of Securities Industry Institute
DePaul University 1987 — 1990
Bachelor's Degree, English Literature
Barat College of DePaul University 1986 — 1987
Somerset Elementary Foundation Board September 2010 - June 2015
Nuveen Investments - Fortune 500 Company July 1998 - January 2008
Van Kampen Investments February 1997 - June 1998
Everen Securities January 1995 - February 1997
Kemper Securities January 1991 - February 1995
Skills
Team Leadership, Executive Coaching, Sales Management, Mentoring, Fundraising, Career Development, Management Consulting, Management, Asset Allocation, Series 65, Mutual Funds, Asset Management, ETFs, Investments, Strategy, Separately Managed..., Series 7, Alternative Investments, Program Management, Uniform Combined State..., Equities, Investment Strategies, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2002 — 2005
Graduate of Securities Industry Institute
DePaul University 1987 — 1990
Bachelor's Degree, English Literature
Barat College of DePaul University 1986 — 1987
Noel Catrambone's Kemper Securities Experience 1992 - 1995
Job Director of IT Infrastructure at Kingsway Financial Services
Industry Information Technology and Services
Experience
Kingsway Financial Services Inc. June 2012 - Present
Stratosphere Networks, LLC February 2012 - June 2012
Macquarie Bank November 2009 - December 2010
Fox-Pitt, Kelton July 2008 - November 2009
Oronova, Inc. July 1998 - July 2008
Giant Step December 1997 - July 1998
Baker & McKenzie July 1997 - December 1997
PPM America March 1995 - July 1997
Kemper Securities 1992 - 1995
Loyola University Chicago 1989 - 1992
Skills
Vendor Management, IT Strategy, Business Analysis, Project Management, ITIL, Integration
Education
Loyola University Chicago 1989 — 1995
Business Administration
Fenwick Highschool 1985 — 1989
Kingsway Financial Services Inc. June 2012 - Present
Stratosphere Networks, LLC February 2012 - June 2012
Macquarie Bank November 2009 - December 2010
Fox-Pitt, Kelton July 2008 - November 2009
Oronova, Inc. July 1998 - July 2008
Giant Step December 1997 - July 1998
Baker & McKenzie July 1997 - December 1997
PPM America March 1995 - July 1997
Kemper Securities 1992 - 1995
Loyola University Chicago 1989 - 1992
Skills
Vendor Management, IT Strategy, Business Analysis, Project Management, ITIL, Integration
Education
Loyola University Chicago 1989 — 1995
Business Administration
Fenwick Highschool 1985 — 1989
Thomas Rowley Thomas Rowley's Kemper Securities Experience 1989 - 1992
Job Executive Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. 1996 - Present
Van Kampen Investments 1996 - 2010
Putnam Investments 1992 - 1996
Kemper Securities 1989 - 1992
Kemper Financial 1986 - 1989
Skills
401k, Mutual Funds, Alternative Investments, Series 7, Separately Managed..., Series 63, Retirement, Investments
Education
University of Illinois at Urbana-Champaign
Invesco Ltd. 1996 - Present
Van Kampen Investments 1996 - 2010
Putnam Investments 1992 - 1996
Kemper Securities 1989 - 1992
Kemper Financial 1986 - 1989
Skills
401k, Mutual Funds, Alternative Investments, Series 7, Separately Managed..., Series 63, Retirement, Investments
Education
University of Illinois at Urbana-Champaign
Dondra Dunaway Dondra Dunaway's Kemper Securities Experience June 1989 - May 1993
Job Owner, Dunaway Insurance Agency
Industry Insurance
Experience
Dunaway Insurance Agency May 1993 - Present
Kemper Securities June 1989 - May 1993
Freelance/Design June 1986 - May 1993
Rauscher Pierce Investments June 1985 - May 1993
Skills
Pensions, Health, Retirement, Retirement Planning, Life Insurance, Insurance, Fixed Annuities, Investments, Health Insurance, Securities, IRAs, Brokers
Education
Art Institute of Houston 1986 — 1989
Design, Art
Dunaway Insurance Agency May 1993 - Present
Kemper Securities June 1989 - May 1993
Freelance/Design June 1986 - May 1993
Rauscher Pierce Investments June 1985 - May 1993
Skills
Pensions, Health, Retirement, Retirement Planning, Life Insurance, Insurance, Fixed Annuities, Investments, Health Insurance, Securities, IRAs, Brokers
Education
Art Institute of Houston 1986 — 1989
Design, Art
Karen Sepulveda's Kemper Securities Experience 1993 - 1996
Job Manager, Construction Services at BGPAA
Industry Civil Engineering
Experience
BGPAA November 2006 - Present
American Society of Civil Engineers, Los Angeles Section 2008 - 2010
American Society of Civil Engineers, Metropolitan Los Angeles Branch 2007 - 2008
AECOM August 2003 - November 2006
Kemper Securities 1993 - 1996
Skills
Civil Engineering, Stormwater Management, Drainage, Transportation..., Road, Sewer, Concrete, Land Development, Project Estimation, Construction, Construction Management, Surveying, Site Plans, Site Development, Steel Structures, Grading, AutoCAD, Traffic Engineering, Engineering, Project Control, Transportation Planning, CAD, Erosion Control
Education
California State University-Long Beach 2000 — 2003
Bachelor of Science (B.S.), Civil Engineering, Graduating GPA 3.82 - Outstanding Baccalaureate of Graduating Class
Clackamas High School 1981 — 1985
High School Diploma, Music
BGPAA November 2006 - Present
American Society of Civil Engineers, Los Angeles Section 2008 - 2010
American Society of Civil Engineers, Metropolitan Los Angeles Branch 2007 - 2008
AECOM August 2003 - November 2006
Kemper Securities 1993 - 1996
Skills
Civil Engineering, Stormwater Management, Drainage, Transportation..., Road, Sewer, Concrete, Land Development, Project Estimation, Construction, Construction Management, Surveying, Site Plans, Site Development, Steel Structures, Grading, AutoCAD, Traffic Engineering, Engineering, Project Control, Transportation Planning, CAD, Erosion Control
Education
California State University-Long Beach 2000 — 2003
Bachelor of Science (B.S.), Civil Engineering, Graduating GPA 3.82 - Outstanding Baccalaureate of Graduating Class
Clackamas High School 1981 — 1985
High School Diploma, Music
Loventrice Farrow's Kemper Securities Experience September 1985 - July 1995
Job HR, Communications and Organizational Behavior Professional
Industry Nonprofit Organization Management
Experience
Beacon Inspired Consulting September 2007 - Present
Boeing December 2009 - January 2011
HSBC March 2005 - May 2009
CNA July 1995 - August 2004
Kemper Securities September 1985 - July 1995
Skills
Internal Communications, Organizational..., Human Resources, Staff Development, Non-profits, Organizational..., Leadership Development, Change Management, Employee Engagement, Strategic Planning, Talent Management, Coaching, Performance Management
Education
Benedictine University 1997 — 2000
MS, Management and Organizational Behavior
Pepperdine University
BA, Journalism/Mass Communication
Regent University
PhD (ABD), Organizational Leadership
Beacon Inspired Consulting September 2007 - Present
Boeing December 2009 - January 2011
HSBC March 2005 - May 2009
CNA July 1995 - August 2004
Kemper Securities September 1985 - July 1995
Skills
Internal Communications, Organizational..., Human Resources, Staff Development, Non-profits, Organizational..., Leadership Development, Change Management, Employee Engagement, Strategic Planning, Talent Management, Coaching, Performance Management
Education
Benedictine University 1997 — 2000
MS, Management and Organizational Behavior
Pepperdine University
BA, Journalism/Mass Communication
Regent University
PhD (ABD), Organizational Leadership
Brian MacPhail's Kemper Securities Experience 1986 - 1993
Job Principal at Hutchinson, Shockey, Erley & Co.
Industry Financial Services
Experience
Hutchinson, Shockey, Erley & Co. October 2005 - Present
Legg Mason October 1998 - October 2005
Oppenheimer & Co. 1993 - 1998
Kemper Securities 1986 - 1993
Cape Cod Bank & Trust 1982 - 1986
Skills
Series 7, Portfolio Management, Fixed Income, Trading, Municipalities, Asset Allocation, Bloomberg, Bonds, Series 63, Investments, Financial Modeling, Municipal Bonds, Asset Managment, Alternative Investments, Securities, Valuation, Capital Markets, Credit Analysis, Financial Advisory, Asset Management, Investment Banking
Education
Michigan State University 1978 — 1982
BA, Finance
Hutchinson, Shockey, Erley & Co. October 2005 - Present
Legg Mason October 1998 - October 2005
Oppenheimer & Co. 1993 - 1998
Kemper Securities 1986 - 1993
Cape Cod Bank & Trust 1982 - 1986
Skills
Series 7, Portfolio Management, Fixed Income, Trading, Municipalities, Asset Allocation, Bloomberg, Bonds, Series 63, Investments, Financial Modeling, Municipal Bonds, Asset Managment, Alternative Investments, Securities, Valuation, Capital Markets, Credit Analysis, Financial Advisory, Asset Management, Investment Banking
Education
Michigan State University 1978 — 1982
BA, Finance
Sheryl Koepke's Kemper Securities Experience 1992 - 1993
Job Vice President at Fidelity Family Office Services
Industry Financial Services
Experience
Fidelity Family Office Services June 2012 - Present
Fidelity Investments 2002 - 2012
Fidelity Investments 1995 - 2002
Kidder Peabody April 1993 - November 1994
Kemper Securities 1992 - 1993
Merrill Lynch September 1984 - July 1991
Skills
Fixed Income, Alternative Investments, Securities, Market Data, Retirement, Equity Trading, Series 24, Equities, Electronic Trading, Hedge Funds, Trading Systems, Bonds
Education
Columbia University Graduate School of Business 1983 — 1984
MBA, Finance
University of Michigan 1979 — 1983
BA with "highest distinction" (summa cum laude), Psychology
Fidelity Family Office Services June 2012 - Present
Fidelity Investments 2002 - 2012
Fidelity Investments 1995 - 2002
Kidder Peabody April 1993 - November 1994
Kemper Securities 1992 - 1993
Merrill Lynch September 1984 - July 1991
Skills
Fixed Income, Alternative Investments, Securities, Market Data, Retirement, Equity Trading, Series 24, Equities, Electronic Trading, Hedge Funds, Trading Systems, Bonds
Education
Columbia University Graduate School of Business 1983 — 1984
MBA, Finance
University of Michigan 1979 — 1983
BA with "highest distinction" (summa cum laude), Psychology
Katie O'Malley's Kemper Securities Experience 1995 - 1997
Job Systems Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo December 2008 - Present
Wachovia May 2008 - Present
Wachovia Securities May 1999 - May 2008
EVEREN Securites March 1995 - June 2003
EVEREN Securites 1997 - 1999
Kemper Securities 1995 - 1997
Kemper Life 1992 - 1995
Kemper Financial 1988 - 1992
Education
Loyola University Chicago 1982 — 1985
BS, Public Administration
Saint Mary's University of Minnesota 1980 — 1982
Political Science
Wells Fargo December 2008 - Present
Wachovia May 2008 - Present
Wachovia Securities May 1999 - May 2008
EVEREN Securites March 1995 - June 2003
EVEREN Securites 1997 - 1999
Kemper Securities 1995 - 1997
Kemper Life 1992 - 1995
Kemper Financial 1988 - 1992
Education
Loyola University Chicago 1982 — 1985
BS, Public Administration
Saint Mary's University of Minnesota 1980 — 1982
Political Science
Chip Dickson's Kemper Securities Experience 1991 - 1993
Job at DISCERN
Industry Financial Services
Experience
DISCERN October 2009 - Present
Seton Hall University 2007 - 2012
W2 Freedom 2007 - 2009
Lehman Brothers July 2000 - June 2006
Salomon Smith Barney 1993 - 2000
Smith Barney 1993 - 2000
Kemper Securities 1991 - 1993
McDonald & Comapny Securities 1986 - 1991
Skills
Investments, Investment Advisory, Equity Research, Equities, Economics, Investor Relations, Capital Markets, Investment Banking, Valuation, Financial Modeling, Emerging Markets, Asset Allocation, Alternative Investments, Hedge Funds, Financial Markets, Forecasting, Series 7, Investment Strategies, Bloomberg, Due Diligence, Mergers, Analysis, Investment Management, Asset Managment, Strategic Financial..., Mutual Funds, Corporate Finance, Fixed Income, Equity Valuation, Securities, Portfolio Management, Asset Management, Financial Services, Mergers & Acquisitions, Options, Risk Management, Trading, Financial Analysis, Finance, Private Equity, Venture Capital, Series 63, Bonds, Derivatives, Equity Trading, Structured Finance, Bloomberg Terminal, Wealth Management, Corporate Development, Equity Derivatives
Education
Babson College 1971 — 1975
BSBA, Accounting & Finance
DISCERN October 2009 - Present
Seton Hall University 2007 - 2012
W2 Freedom 2007 - 2009
Lehman Brothers July 2000 - June 2006
Salomon Smith Barney 1993 - 2000
Smith Barney 1993 - 2000
Kemper Securities 1991 - 1993
McDonald & Comapny Securities 1986 - 1991
Skills
Investments, Investment Advisory, Equity Research, Equities, Economics, Investor Relations, Capital Markets, Investment Banking, Valuation, Financial Modeling, Emerging Markets, Asset Allocation, Alternative Investments, Hedge Funds, Financial Markets, Forecasting, Series 7, Investment Strategies, Bloomberg, Due Diligence, Mergers, Analysis, Investment Management, Asset Managment, Strategic Financial..., Mutual Funds, Corporate Finance, Fixed Income, Equity Valuation, Securities, Portfolio Management, Asset Management, Financial Services, Mergers & Acquisitions, Options, Risk Management, Trading, Financial Analysis, Finance, Private Equity, Venture Capital, Series 63, Bonds, Derivatives, Equity Trading, Structured Finance, Bloomberg Terminal, Wealth Management, Corporate Development, Equity Derivatives
Education
Babson College 1971 — 1975
BSBA, Accounting & Finance
Lloyd Shenfield's Kemper Securities Experience March 1992 - September 1995
Job Real Estate Broker, CPA, Investment Banker
Industry Real Estate
Experience
Shenfield Capital September 1988 - Present
Kemper Securities March 1992 - September 1995
Lehman Brothers October 1988 - October 1989
E.F. Hutton January 1979 - November 1988
Skills
Business Strategy, Investment Banking, Capital Markets, Research, Financial Structuring, Structured Finance, Bonds, Customer Service, Fixed Income, Corporate Finance, Financial Modeling, Public Finance, Valuation, Financial Advisory, Investments, Finance, Financial Analysis, Loans, Real Estate, Banking, Restructuring, Derivatives, Financial Services, Due Diligence, Trading, Securitization
Education
University of Florida 1970 — 1974
Bachelor of Science (BS), Accounting
University of Florida - Warrington College Of Business 1970 — 1974
BSBA, Accounting
Shenfield Capital September 1988 - Present
Kemper Securities March 1992 - September 1995
Lehman Brothers October 1988 - October 1989
E.F. Hutton January 1979 - November 1988
Skills
Business Strategy, Investment Banking, Capital Markets, Research, Financial Structuring, Structured Finance, Bonds, Customer Service, Fixed Income, Corporate Finance, Financial Modeling, Public Finance, Valuation, Financial Advisory, Investments, Finance, Financial Analysis, Loans, Real Estate, Banking, Restructuring, Derivatives, Financial Services, Due Diligence, Trading, Securitization
Education
University of Florida 1970 — 1974
Bachelor of Science (BS), Accounting
University of Florida - Warrington College Of Business 1970 — 1974
BSBA, Accounting
David Keck's Kemper Securities Experience July 1981 - June 1994
Job Senior Project Director at MSI General Corporation
Industry Construction
Experience
MSI General Corporation July 2011 - Present
MSI GENERAL CORP. December 2003 - July 2011
MSI General Corporation March 1995 - December 2004
Kemper Securities July 1981 - June 1994
Nishioka Wiens Architectural Design June 1978 - August 1979
Clovis Unified School District September 1975 - August 1978
US Navy Reserve January 1971 - June 1972
Education
UW Milwaukee 1979 — 1980
Architecture
Fresno City College 1978 — 1979
Architecture & Construction Methods
California State University, Fresno 1968 — 1974
US Navy A School 1969 — 1970
Radarman, Radar Communications and Systems & Technology; Electronic Counter Measures
MSI General Corporation July 2011 - Present
MSI GENERAL CORP. December 2003 - July 2011
MSI General Corporation March 1995 - December 2004
Kemper Securities July 1981 - June 1994
Nishioka Wiens Architectural Design June 1978 - August 1979
Clovis Unified School District September 1975 - August 1978
US Navy Reserve January 1971 - June 1972
Education
UW Milwaukee 1979 — 1980
Architecture
Fresno City College 1978 — 1979
Architecture & Construction Methods
California State University, Fresno 1968 — 1974
US Navy A School 1969 — 1970
Radarman, Radar Communications and Systems & Technology; Electronic Counter Measures
Edward N. Lopez's Kemper Securities Experience May 1989 - May 1991
Job Director, Compensation at The Walt Disney Studios
Industry Entertainment
Experience
The Walt Disney Studios December 1991 - Present
Kemper Securities May 1989 - May 1991
Education
California State University-Dominguez Hills
The Walt Disney Studios December 1991 - Present
Kemper Securities May 1989 - May 1991
Education
California State University-Dominguez Hills
Jane Burrows's Kemper Securities Experience April 1989 - June 1993
Job HR Director at Advanced Healthcare
Industry Hospital & Health Care
Experience
Aurora Advanced Healthcare June 1993 - Present
Kemper Securities April 1989 - June 1993
Skills
Training, Onboarding, Human Resources, New Hire Orientations, Organizational..., Career Development, Talent Acquisition, HRIS, Applicant Tracking..., Employee Relations, Employee Benefits, Recruiting
Education
Lakeland College 2000 — 2003
Aurora Advanced Healthcare June 1993 - Present
Kemper Securities April 1989 - June 1993
Skills
Training, Onboarding, Human Resources, New Hire Orientations, Organizational..., Career Development, Talent Acquisition, HRIS, Applicant Tracking..., Employee Relations, Employee Benefits, Recruiting
Education
Lakeland College 2000 — 2003
Sarah Gyorki's Kemper Securities Experience 1993 - 1995
Job Principal at SKG Consulting
Industry Nonprofit Organization Management
Experience
SKG Consulting September 2013 - Present
Shore Cultural Centre January 2011 - September 2013
Arts Collinwood 2002 - 2010
IDG Books Worldwide March 1997 - November 1999
Kemper Securities 1993 - 1995
Skills
Non-profits, Fundraising, Grant Writing, Event Planning, Public Speaking, Program Development, Community Outreach, Volunteer Management, Public Relations, Art, Grants, Event Management, Social Media, Board Development, Strategic Planning, Text Editing, Marketing, Program Management, Corporate Communications, Operating Budgets, Managerial Finance, Team Building, Team Leadership, Grant Monitoring, Nonprofits, Non-profit..., Philanthropy, Newsletters, Annual Giving, Proposal Writing, Stewardship, Publications, Community Development, Editing, Teaching, Management
Education
Case Western Reserve University
BA/MA, English Lit
SKG Consulting September 2013 - Present
Shore Cultural Centre January 2011 - September 2013
Arts Collinwood 2002 - 2010
IDG Books Worldwide March 1997 - November 1999
Kemper Securities 1993 - 1995
Skills
Non-profits, Fundraising, Grant Writing, Event Planning, Public Speaking, Program Development, Community Outreach, Volunteer Management, Public Relations, Art, Grants, Event Management, Social Media, Board Development, Strategic Planning, Text Editing, Marketing, Program Management, Corporate Communications, Operating Budgets, Managerial Finance, Team Building, Team Leadership, Grant Monitoring, Nonprofits, Non-profit..., Philanthropy, Newsletters, Annual Giving, Proposal Writing, Stewardship, Publications, Community Development, Editing, Teaching, Management
Education
Case Western Reserve University
BA/MA, English Lit
Donna Yeager's Kemper Securities Experience 1988 - 1994
Job IT Auditor at NC Department of Health and Human Services
Industry Government Administration
Experience
NC Department of Health and Human Services May 2015 - Present
Hearst Business Media October 2007 - May 2015
Hearst November 2004 - October 2007
Experis Finance (formerly Jefferson Wells) 2004 - 2005
Integrated Information Systems November 1997 - January 2002
SkyMall March 1995 - June 1997
Kemper Securities 1988 - 1994
Skills
IT Audit, Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, Business Process..., Sarbanes-Oxley, Internal Controls, Governance, Auditing, Risk Management, Risk Assessment, Business Process, Mergers & Acquisitions, Process Improvement, Due Diligence, Financial Reporting, Financial Analysis, COSO
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2003
MACIS, Masters in Accounting and Information Systems
University of Phoenix 1992 — 1995
BSBA, Finance/Business Administration
NC Department of Health and Human Services May 2015 - Present
Hearst Business Media October 2007 - May 2015
Hearst November 2004 - October 2007
Experis Finance (formerly Jefferson Wells) 2004 - 2005
Integrated Information Systems November 1997 - January 2002
SkyMall March 1995 - June 1997
Kemper Securities 1988 - 1994
Skills
IT Audit, Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, Business Process..., Sarbanes-Oxley, Internal Controls, Governance, Auditing, Risk Management, Risk Assessment, Business Process, Mergers & Acquisitions, Process Improvement, Due Diligence, Financial Reporting, Financial Analysis, COSO
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2003
MACIS, Masters in Accounting and Information Systems
University of Phoenix 1992 — 1995
BSBA, Finance/Business Administration
Lisa Pope's Kemper Securities Experience May 1993 - May 1995
Job Controller at Chicago Trading Company
Industry Financial Services
Experience
Chicago Trading Company February 2004 - Present
TD Options, LLC March 2002 - February 2004
LETCO Trading Company October 1997 - February 2004
HSBC Securities May 1995 - October 1997
Kemper Securities May 1993 - May 1995
Education
Illinois Institute of Technology 1994 — 1997
M.S., Financial Markets & Trading
American University - Kogod School of Business 1987 — 1989
B.S.B.A., International Business
Chicago Trading Company February 2004 - Present
TD Options, LLC March 2002 - February 2004
LETCO Trading Company October 1997 - February 2004
HSBC Securities May 1995 - October 1997
Kemper Securities May 1993 - May 1995
Education
Illinois Institute of Technology 1994 — 1997
M.S., Financial Markets & Trading
American University - Kogod School of Business 1987 — 1989
B.S.B.A., International Business
James Knorring's Kemper Securities Experience 1991 - 1994
Job President
Industry Machinery
Experience
BOF Corp April 2012 - Present
BOF Corp January 2007 - April 2012
RBC Capital Markets 1994 - 2006
Kemper Securities 1991 - 1994
Kemper Securities 1991 - 1994
Kemper Securities 1991 - 1994
Fuji Securities 1989 - 1991
Irving Securities 1984 - 1989
A G Becker 1982 - 1984
Skills
Securities, Investments, Retail, Negotiation, Sales, Mergers & Acquisitions, Private Equity, Process Improvement, Contract Negotiation, Business Strategy, Strategy, Financial Analysis, Business Planning, Business Development, Leadership
Education
Dartmouth College 1978 — 1982
BA, Math
BOF Corp April 2012 - Present
BOF Corp January 2007 - April 2012
RBC Capital Markets 1994 - 2006
Kemper Securities 1991 - 1994
Kemper Securities 1991 - 1994
Kemper Securities 1991 - 1994
Fuji Securities 1989 - 1991
Irving Securities 1984 - 1989
A G Becker 1982 - 1984
Skills
Securities, Investments, Retail, Negotiation, Sales, Mergers & Acquisitions, Private Equity, Process Improvement, Contract Negotiation, Business Strategy, Strategy, Financial Analysis, Business Planning, Business Development, Leadership
Education
Dartmouth College 1978 — 1982
BA, Math
Bette Bastian's Kemper Securities Experience August 1992 - July 1994
Job Branch Manager at anchorbank
Industry Banking
Experience
anchorbank February 1996 - Present
M & I Bank July 1994 - February 1996
Kemper Securities August 1992 - July 1994
Rock County National Bank n/k/a Johnson Bank July 1979 - August 1992
Skills
Loans, Customer Service, Consumer Lending, Mortgage Lending, Retail Banking, Credit, Banking, Loan Origination, Small Business Lending, Credit Analysis, Commercial Lending, Refinance, Mortgage Banking
Education
Edgerton Sr High School 1971 — 1974
Diploma, General
Blackhawk Technical College
investment advisor
anchorbank February 1996 - Present
M & I Bank July 1994 - February 1996
Kemper Securities August 1992 - July 1994
Rock County National Bank n/k/a Johnson Bank July 1979 - August 1992
Skills
Loans, Customer Service, Consumer Lending, Mortgage Lending, Retail Banking, Credit, Banking, Loan Origination, Small Business Lending, Credit Analysis, Commercial Lending, Refinance, Mortgage Banking
Education
Edgerton Sr High School 1971 — 1974
Diploma, General
Blackhawk Technical College
investment advisor
William Haracz's Kemper Securities Experience September 1990 - September 1994
Job Director at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets September 1994 - Present
Kemper Securities September 1990 - September 1994
Griffin, Kubik, Stephens & Thompson May 1987 - September 1990
Skills
Equities, Hedge Funds, Trading, Investments, Trading Systems, Derivatives, Electronic Trading, Securities, Bloomberg
Education
National-Louis University 1980 — 1982
Master's degree, Education/Teaching of the Gifted and Talented
Northern Illinois University 1970 — 1973
Bachelor of Science (B.S.), Special Education and Teaching
Fidelity Capital Markets September 1994 - Present
Kemper Securities September 1990 - September 1994
Griffin, Kubik, Stephens & Thompson May 1987 - September 1990
Skills
Equities, Hedge Funds, Trading, Investments, Trading Systems, Derivatives, Electronic Trading, Securities, Bloomberg
Education
National-Louis University 1980 — 1982
Master's degree, Education/Teaching of the Gifted and Talented
Northern Illinois University 1970 — 1973
Bachelor of Science (B.S.), Special Education and Teaching
Robert Edelman's Kemper Securities Experience 1986 - 1994
Job President at Edelman & Co., Ltd.
Industry Investment Banking
Experience
Edelman & Co., Ltd. 1994 - Present
Kemper Securities 1986 - 1994
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance & Accounting
Columbia University - Graduate School of Journalism 1975 — 1976
MS, Jouralism
Columbia College (NY) 1971 — 1975
BA, History and Political Science
Edelman & Co., Ltd. 1994 - Present
Kemper Securities 1986 - 1994
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance & Accounting
Columbia University - Graduate School of Journalism 1975 — 1976
MS, Jouralism
Columbia College (NY) 1971 — 1975
BA, History and Political Science
John Solecki's Kemper Securities Experience 1989 - 1994
Job Institutional Sales and Marketing at Morgan Dempsey Capital Management LLC
Industry Investment Management
Experience
Morgan Dempsey Capital Management LLC October 2013 - Present
Horizon Asset Management Inc. 2005 - 2013
Mesirow Financial 1997 - 2005
Paine Webber 1994 - 1997
Kemper Securities 1989 - 1994
Skills
CRM, Marketing, Investments, Portfolio Management, Asset Management, Equities, Management, Fixed Income, Mutual Funds, Customer Service
Education
Cornell University
Bachelor of Science (BS), Economics
Morgan Dempsey Capital Management LLC October 2013 - Present
Horizon Asset Management Inc. 2005 - 2013
Mesirow Financial 1997 - 2005
Paine Webber 1994 - 1997
Kemper Securities 1989 - 1994
Skills
CRM, Marketing, Investments, Portfolio Management, Asset Management, Equities, Management, Fixed Income, Mutual Funds, Customer Service
Education
Cornell University
Bachelor of Science (BS), Economics
David Oatman's Kemper Securities Experience 1989 - 1990
Job VP Investor Relations at Exterran
Industry Oil & Energy
Experience
Exterran 2001 - Present
Hoovers Inc. 2000 - 2001
Pool Energy Services Co. 1990 - 1999
Kemper Securities 1989 - 1990
Skills
Investor Relations, Corporate Finance, Planning, Corporate Development, Investment Banking, Energy, Mergers & Acquisitions, Financial Analysis, Financial Reporting, Forecasting, Financial Modeling, Strategy, Finance, Risk Management, Competitive Analysis, Business Strategy, Oil & Gas, Sarbanes-Oxley Act
Education
University of Pennsylvania - The Wharton School 1979 — 1980
MBA, Finance
The University of Texas at Austin 1975 — 1977
BBA, Finance, Accounting
Exterran 2001 - Present
Hoovers Inc. 2000 - 2001
Pool Energy Services Co. 1990 - 1999
Kemper Securities 1989 - 1990
Skills
Investor Relations, Corporate Finance, Planning, Corporate Development, Investment Banking, Energy, Mergers & Acquisitions, Financial Analysis, Financial Reporting, Forecasting, Financial Modeling, Strategy, Finance, Risk Management, Competitive Analysis, Business Strategy, Oil & Gas, Sarbanes-Oxley Act
Education
University of Pennsylvania - The Wharton School 1979 — 1980
MBA, Finance
The University of Texas at Austin 1975 — 1977
BBA, Finance, Accounting
Robert Elkins's Kemper Securities Experience 1990 - January 1995
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
UBS Financial Services Inc. February 2007 - November 2014
Morgan Stanley January 1995 - February 2007
Kemper Securities 1990 - January 1995
Prudential Securities December 1982 - 1990
Skills
Asset Allocation, Retirement Planning, Alternative Investments, Investment Strategies, Investments, Mutual Funds, Securities, Equities
Education
Adelphi University 1971 — 1973
Bachelor of Arts (B.A.), Psychology
Northeastern University 1969 — 1970
Accounting
Wells Fargo Advisors, LLC November 2014 - Present
UBS Financial Services Inc. February 2007 - November 2014
Morgan Stanley January 1995 - February 2007
Kemper Securities 1990 - January 1995
Prudential Securities December 1982 - 1990
Skills
Asset Allocation, Retirement Planning, Alternative Investments, Investment Strategies, Investments, Mutual Funds, Securities, Equities
Education
Adelphi University 1971 — 1973
Bachelor of Arts (B.A.), Psychology
Northeastern University 1969 — 1970
Accounting
Joseph Lowery's Kemper Securities Experience July 1987 - July 1995
Job Resident Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Merrill Lynch March 2009 - Present
Merrill Lynch July 1995 - February 2009
Kemper Securities July 1987 - July 1995
E.F. Hutton July 1975 - July 1987
Skills
Wealth Management, Asset Allocation, Securities, Investments, Asset Management, Retirement Planning, Series 7, Leadership, Investment Advisory, Alternative Investments, Mutual Funds, Uniform Combined State..., FINRA, Wealth Management..., Investment Strategies, Series 63
Education
Wharton School, University of Pennsylvania 1984 — 1986
Securities Industry Institute
The University of Texas at Austin 1969 — 1972
Bachelor of Journalism, Advertising / Marketing
Merrill Lynch May 2011 - Present
Merrill Lynch March 2009 - Present
Merrill Lynch July 1995 - February 2009
Kemper Securities July 1987 - July 1995
E.F. Hutton July 1975 - July 1987
Skills
Wealth Management, Asset Allocation, Securities, Investments, Asset Management, Retirement Planning, Series 7, Leadership, Investment Advisory, Alternative Investments, Mutual Funds, Uniform Combined State..., FINRA, Wealth Management..., Investment Strategies, Series 63
Education
Wharton School, University of Pennsylvania 1984 — 1986
Securities Industry Institute
The University of Texas at Austin 1969 — 1972
Bachelor of Journalism, Advertising / Marketing
Jon Haahr's Kemper Securities Experience 1991 - 1999
Job Founder & Senior Managing PrincipalSilver Portal Capital
Industry Investment Banking
Experience
Silver Portal Capital 2001 - Present
Wachovia Securties 1999 - 2001
Kemper Securities 1991 - 1999
Skills
Real Estate Investment, Merchant Banking, Investment Banking, Principal Investing, Mergers, Investment Properties, Mergers & Acquisitions, Management, Equities, Leadership, Commercial Real Estate, Real Estate, Executive Management, Strategy, Investments, Valuation, Private Equity, Due Diligence, Asset Management
Education
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA), Finance
Silver Portal Capital 2001 - Present
Wachovia Securties 1999 - 2001
Kemper Securities 1991 - 1999
Skills
Real Estate Investment, Merchant Banking, Investment Banking, Principal Investing, Mergers, Investment Properties, Mergers & Acquisitions, Management, Equities, Leadership, Commercial Real Estate, Real Estate, Executive Management, Strategy, Investments, Valuation, Private Equity, Due Diligence, Asset Management
Education
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA), Finance
Alan Hofman's Kemper Securities Experience January 1990 - January 1993
Job Senior Vice President Business Development/Strategic Financing at Paracon Group
Industry Financial Services
Experience
Paracon Group May 2013 - Present
Northbrook Capital Consulting Inc/HSM finance LLC January 2012 - Present
High Ridge Financial January 2001 - Present
Hydrolink Systems June 2014 - June 2015
Full Package Athletics 2010 - August 2014
eDot October 2010 - January 2012
Santa Fe Petroleum March 2011 - December 2011
Smith Barney January 1993 - January 2001
Kemper Securities January 1990 - January 1993
Skills
Sales, Marketing, Social Media, Social Media Marketing, Management, Public Speaking, Strategic Partnerships, Mergers, Business Development, Outsourcing, Mergers & Acquisitions, Coaching, Entrepreneurship, Fundraising, Leadership Development, Small Business, Start-ups
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Business, econ/Fin
Paracon Group May 2013 - Present
Northbrook Capital Consulting Inc/HSM finance LLC January 2012 - Present
High Ridge Financial January 2001 - Present
Hydrolink Systems June 2014 - June 2015
Full Package Athletics 2010 - August 2014
eDot October 2010 - January 2012
Santa Fe Petroleum March 2011 - December 2011
Smith Barney January 1993 - January 2001
Kemper Securities January 1990 - January 1993
Skills
Sales, Marketing, Social Media, Social Media Marketing, Management, Public Speaking, Strategic Partnerships, Mergers, Business Development, Outsourcing, Mergers & Acquisitions, Coaching, Entrepreneurship, Fundraising, Leadership Development, Small Business, Start-ups
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Business, econ/Fin
Lawrence Harris's Kemper Securities Experience 1987 - 1992
Job Private Investor
Industry Financial Services
Experience
Private Investor May 2012 - Present
CL King & Associates January 2008 - May 2012
Oppenheimer & Co. June 2003 - January 2008
H.C. Wainwright August 2001 - June 2003
Josephthal and Co Inc 1998 - 2001
Jackson Partners 1996 - 1998
Bear Stearns 1993 - 1994
Louis Nicoud & Associates 1993 - 1993
Kemper Securities 1987 - 1992
Arthur D. Little 1984 - 1987
Skills
Telecommunications, Wireless, Cisco Technologies, Investments, Valuation, WiFi, Equity Research, Capital Markets, Financial Modeling, Investment Banking, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Due Diligence, Corporate Finance, Insurance, Series 7, Series 63, Strategy, Stock Picking, Equities
Education
The University of Chicago Booth School of Business 1976 — 1978
MBA, Finance, International Business
Lafayette College 1972 — 1976
AB, Economics
The University of Chicago
The University of Chicago
Private Investor May 2012 - Present
CL King & Associates January 2008 - May 2012
Oppenheimer & Co. June 2003 - January 2008
H.C. Wainwright August 2001 - June 2003
Josephthal and Co Inc 1998 - 2001
Jackson Partners 1996 - 1998
Bear Stearns 1993 - 1994
Louis Nicoud & Associates 1993 - 1993
Kemper Securities 1987 - 1992
Arthur D. Little 1984 - 1987
Skills
Telecommunications, Wireless, Cisco Technologies, Investments, Valuation, WiFi, Equity Research, Capital Markets, Financial Modeling, Investment Banking, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Due Diligence, Corporate Finance, Insurance, Series 7, Series 63, Strategy, Stock Picking, Equities
Education
The University of Chicago Booth School of Business 1976 — 1978
MBA, Finance, International Business
Lafayette College 1972 — 1976
AB, Economics
The University of Chicago
The University of Chicago
Kristine Mineman's Kemper Securities Experience 1989 - 1993
Job Tax Senior Manger at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte Tax LLP May 2002 - Present
Arthur Andersen LLP January 2001 - May 2002
Kemper 1989 - 1993
Kemper Securities 1989 - 1993
Kemper Securities 1989 - 1993
Skills
Tax, Big 4, Tax Law, Finance, Internal Audit, Corporate Finance
Education
University of Houston-Clear Lake 1986 — 2000
Bachelor of Science, Finance
Deloitte Tax LLP May 2002 - Present
Arthur Andersen LLP January 2001 - May 2002
Kemper 1989 - 1993
Kemper Securities 1989 - 1993
Kemper Securities 1989 - 1993
Skills
Tax, Big 4, Tax Law, Finance, Internal Audit, Corporate Finance
Education
University of Houston-Clear Lake 1986 — 2000
Bachelor of Science, Finance
Arlyn Smith's Kemper Securities Experience 1985 - May 1993
Job Vice President Investments at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management Financial AdvisorVice President InvestmentsA G Edwards1993 - October 2004
Kemper Securities 1985 - May 1993
Skills
Investments, Asset Allocation, Investment Strategies, Mutual Funds, Asset Management, Alternative Investments, Series 7, Securities, Uniform Combined State..., ETFs, Fixed Income, Series 65, Investment Management, Finance, Bloomberg, Investment Advisory, Portfolio Management, Equities, Separately Managed..., Series 63, Hedge Funds
Education
Fort Hays State University 1970 — 1972
Master's degree, Foreign Languages and Literatures, General
Fort Hays State University 1963 — 1967
Foreign Languages, Literatures, and Linguistics
Morgan Stanley Investment Management Financial AdvisorVice President InvestmentsA G Edwards1993 - October 2004
Kemper Securities 1985 - May 1993
Skills
Investments, Asset Allocation, Investment Strategies, Mutual Funds, Asset Management, Alternative Investments, Series 7, Securities, Uniform Combined State..., ETFs, Fixed Income, Series 65, Investment Management, Finance, Bloomberg, Investment Advisory, Portfolio Management, Equities, Separately Managed..., Series 63, Hedge Funds
Education
Fort Hays State University 1970 — 1972
Master's degree, Foreign Languages and Literatures, General
Fort Hays State University 1963 — 1967
Foreign Languages, Literatures, and Linguistics
Gregory Nickel's Kemper Securities Experience May 1990 - May 1994
Job Performance Measurement Analyst at Arnerich Massena Inc
Industry Financial Services
Experience
Arnerich Massena & Associates May 1994 - Present
Kemper Securities May 1990 - May 1994
Skills
Equities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Asset Management, Financial Modeling, Investment Management, Private Equity, Capital Markets, Securities
Education
The College of Idaho 1983 — 1987
Bachelor of Arts (B.A.), English Literature and Business Administration
Arnerich Massena & Associates May 1994 - Present
Kemper Securities May 1990 - May 1994
Skills
Equities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Asset Management, Financial Modeling, Investment Management, Private Equity, Capital Markets, Securities
Education
The College of Idaho 1983 — 1987
Bachelor of Arts (B.A.), English Literature and Business Administration
Susan Corrao's Kemper Securities Experience 1982 - 1998
Job Retail Professional
Industry Retail
Experience
Saks Fifth Avenue 2011 - Present
Weichert Realtors 2005 - 2007
Kemper Securities 1982 - 1998
Education
Brooklyn College
Communication and Media Studies
Saks Fifth Avenue 2011 - Present
Weichert Realtors 2005 - 2007
Kemper Securities 1982 - 1998
Education
Brooklyn College
Communication and Media Studies
Richard Remnek's Kemper Securities Experience January 1992 - July 1995
Job retired
Industry International Affairs
Experience
Self-employed Asst. Vice PresidentPiper JaffrayJuly 1995 - July 2000
Kemper Securities January 1992 - July 1995
UC Berkeley September 1986 - May 1989
U.S. Army War College September 1985 - August 1986
Georgetown University September 1983 - August 1985
Air War College September 1982 - August 1983
Virginia Tech September 1981 - August 1982
Center for Naval Analyses May 1977 - April 1981
Memphis State University August 1970 - June 1977
Education
Duke University 1966 — 1973
Ph.D., Political Science
The City College of the City University of New York 1964 — 1969
M.A., Russian Area Studies
Brandeis University 1960 — 1964
B.A., History
Self-employed Asst. Vice PresidentPiper JaffrayJuly 1995 - July 2000
Kemper Securities January 1992 - July 1995
UC Berkeley September 1986 - May 1989
U.S. Army War College September 1985 - August 1986
Georgetown University September 1983 - August 1985
Air War College September 1982 - August 1983
Virginia Tech September 1981 - August 1982
Center for Naval Analyses May 1977 - April 1981
Memphis State University August 1970 - June 1977
Education
Duke University 1966 — 1973
Ph.D., Political Science
The City College of the City University of New York 1964 — 1969
M.A., Russian Area Studies
Brandeis University 1960 — 1964
B.A., History
Mark Rothschild's Kemper Securities Experience 1994 - 1996
Job Investor, Advisor, Manager
Industry Investment Management
Experience
Graue Mill Partners 2012 - Present
Iron Partners Holdings LLC June 2006 - August 2015
Sage Equity Partners 2000 - 2006
International Language Engineering Corporation 1996 - 1999
Kemper Securities 1994 - 1996
Memory Clearing Corporation 1988 - 1992
Chicago Board Options Exchange, Pacific Stock Exchange 1979 - 1992
BMO Harris Bank (formerly Harris Trust and Savings Bank) 1976 - 1979
Skills
Venture Capital, Investments, Strategy, Business Strategy, Start-ups, Leadership, Private Equity
Education
University of Michigan
Master of Business Administration (M.B.A.)
Iowa State University
Bachelor's Degree, Economics
Graue Mill Partners 2012 - Present
Iron Partners Holdings LLC June 2006 - August 2015
Sage Equity Partners 2000 - 2006
International Language Engineering Corporation 1996 - 1999
Kemper Securities 1994 - 1996
Memory Clearing Corporation 1988 - 1992
Chicago Board Options Exchange, Pacific Stock Exchange 1979 - 1992
BMO Harris Bank (formerly Harris Trust and Savings Bank) 1976 - 1979
Skills
Venture Capital, Investments, Strategy, Business Strategy, Start-ups, Leadership, Private Equity
Education
University of Michigan
Master of Business Administration (M.B.A.)
Iowa State University
Bachelor's Degree, Economics