Kemper Securities Inc
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Kemper Securities Inc Employees
Employee
Years
Job
Industry
Charlie (Charles) Jacobi Charlie (Charles) Jacobi's Kemper Securities Inc Experience November 1990 - January 1995
Job Senior Sales Professional | Institutional Fixed Income Sales | B2B Sales | Director of Sales Management
Industry Financial Services
Experience
Sales Executive August 2014 - Present
Vining Sparks, IBG April 2005 - August 2014
Howe Barnes Investments January 1995 - April 2005
Kemper Securities Inc November 1990 - January 1995
Skills
Fixed Income, Securities, Series 7, Investments, Portfolio Management, Alternative Investments, Wealth Management, Financial Analysis, Hedge Funds, Asset Managment, Series 63, Business Development, Strategic Financial..., Insurance, Investment Banking, Bonds, Sales, Capital Markets, Asset Management, Asset Allocation, Finance, Financial Planning, Sales Management, Team Leadership, Coaching, Marketing, Management, Leadership
Education
Northern Illinois University 1979 — 1983
BS, Marketing - Minor in Economics
Six Sigma Green Belt Training - Chicago Deming Association
Six Sigma Masters Program - Naperville, IL
Sales Executive August 2014 - Present
Vining Sparks, IBG April 2005 - August 2014
Howe Barnes Investments January 1995 - April 2005
Kemper Securities Inc November 1990 - January 1995
Skills
Fixed Income, Securities, Series 7, Investments, Portfolio Management, Alternative Investments, Wealth Management, Financial Analysis, Hedge Funds, Asset Managment, Series 63, Business Development, Strategic Financial..., Insurance, Investment Banking, Bonds, Sales, Capital Markets, Asset Management, Asset Allocation, Finance, Financial Planning, Sales Management, Team Leadership, Coaching, Marketing, Management, Leadership
Education
Northern Illinois University 1979 — 1983
BS, Marketing - Minor in Economics
Six Sigma Green Belt Training - Chicago Deming Association
Six Sigma Masters Program - Naperville, IL
Richard Thoeny Richard Thoeny's Kemper Securities Inc Experience September 1992 - April 1994
Job Director/STP Client Executive at Docupace Technologies
Industry Financial Services
Experience
Docupace Technologies November 2014 - Present
Fetter Logic, Inc. March 2013 - August 2014
COR Clearing, LLC January 2012 - February 2013
Comprehensive Software Systems May 2008 - September 2011
HybridTrading, LLC May 2004 - April 2008
Bidwell & Company April 1994 - May 2004
Bidwell & Company June 2001 - January 2003
Bidwell & Company July 1997 - June 2001
Bidwell & Company April 1994 - July 1997
Kemper Securities, Inc September 1992 - April 1994
Skills
Series 7, Project Management, Portfolio Management, Financial Services, Equities, Cross-functional Team..., Vendor Management, Securities, Process Improvement, Strategy, SDLC, Platform Integration, Management, Mutual Funds, Software Development, Product Management, Business Development, Business Process, Investments, Clearing, IT Strategy, Business Process..., SaaS, Analysis, Back Office, Operations Management, Asset Management, Trading, Banking, Technology, CRM, Software Project..., Program Management, Business Strategy
Education
Gonzaga University 1988 — 1991
Bachelor of Business Administration, Finance
Docupace Technologies November 2014 - Present
Fetter Logic, Inc. March 2013 - August 2014
COR Clearing, LLC January 2012 - February 2013
Comprehensive Software Systems May 2008 - September 2011
HybridTrading, LLC May 2004 - April 2008
Bidwell & Company April 1994 - May 2004
Bidwell & Company June 2001 - January 2003
Bidwell & Company July 1997 - June 2001
Bidwell & Company April 1994 - July 1997
Kemper Securities, Inc September 1992 - April 1994
Skills
Series 7, Project Management, Portfolio Management, Financial Services, Equities, Cross-functional Team..., Vendor Management, Securities, Process Improvement, Strategy, SDLC, Platform Integration, Management, Mutual Funds, Software Development, Product Management, Business Development, Business Process, Investments, Clearing, IT Strategy, Business Process..., SaaS, Analysis, Back Office, Operations Management, Asset Management, Trading, Banking, Technology, CRM, Software Project..., Program Management, Business Strategy
Education
Gonzaga University 1988 — 1991
Bachelor of Business Administration, Finance
David Giesen David Giesen's Kemper Securities Inc Experience February 1992 - April 1994
Job Managing Director at Navigant Capital Advisors
Industry Investment Banking
Experience
Navigant Capital Advisors April 2005 - Present
BearingPoint March 2003 - April 2005
Amtrak March 1999 - October 2002
Howe Barnes Hoefer & Arnett July 1997 - December 1998
Robert W. Baird & Co. March 1994 - February 1997
Kemper Securities, Inc. February 1992 - April 1994
Capital Resources Group, Inc. July 1989 - February 1992
Newspapers and Trade Journals June 1978 - July 1989
Skills
Valuation, Financial Advisory, Financial Forecasting, Mergers, Corporate Finance
Education
Quinlan School of Business, Loyola University Chicago 1984 — 1987
MBA, Finance
Marquette University 1974 — 1978
BA, Journalism
Navigant Capital Advisors April 2005 - Present
BearingPoint March 2003 - April 2005
Amtrak March 1999 - October 2002
Howe Barnes Hoefer & Arnett July 1997 - December 1998
Robert W. Baird & Co. March 1994 - February 1997
Kemper Securities, Inc. February 1992 - April 1994
Capital Resources Group, Inc. July 1989 - February 1992
Newspapers and Trade Journals June 1978 - July 1989
Skills
Valuation, Financial Advisory, Financial Forecasting, Mergers, Corporate Finance
Education
Quinlan School of Business, Loyola University Chicago 1984 — 1987
MBA, Finance
Marquette University 1974 — 1978
BA, Journalism
Jeannie Hall, PMP/ITIL Jeannie Hall, PMP/ITIL's Kemper Securities Inc Experience November 1991 - December 1993
Job Business Solution Consultant at Motorola Solutions
Industry Telecommunications
Experience
Access Media 3 November 2010 - February 2012
Black Box Network Services January 2008 - March 2009
Acres Group/Great Impressions February 2003 - July 2007
Focal Communications Corporation August 2000 - July 2002
Williams Communications Solutions January 1994 - August 2000
Kemper Securities, Inc November 1991 - December 1993
CA September 1989 - November 1991
Skills
Program Management, Project Implementation, Project Planning, Project Execution, Strategic Communications, Sales Management, Customer Relations, Account Management, Department Management, Contract Negotiation, Employee Relations, Staff Supervision, Project Management, Solution Selling, Management, Managed Services, Telephony, VoIP, Cloud Computing, Data Center, Cross-functional Team..., Enterprise Software, Wireless, Networking, Leadership
Education
College of DuPage
Assoc. of Applied Science, Ornamental Horticulture-Landscape Design
Northern Illinois University
BS, Business Administration
Access Media 3 November 2010 - February 2012
Black Box Network Services January 2008 - March 2009
Acres Group/Great Impressions February 2003 - July 2007
Focal Communications Corporation August 2000 - July 2002
Williams Communications Solutions January 1994 - August 2000
Kemper Securities, Inc November 1991 - December 1993
CA September 1989 - November 1991
Skills
Program Management, Project Implementation, Project Planning, Project Execution, Strategic Communications, Sales Management, Customer Relations, Account Management, Department Management, Contract Negotiation, Employee Relations, Staff Supervision, Project Management, Solution Selling, Management, Managed Services, Telephony, VoIP, Cloud Computing, Data Center, Cross-functional Team..., Enterprise Software, Wireless, Networking, Leadership
Education
College of DuPage
Assoc. of Applied Science, Ornamental Horticulture-Landscape Design
Northern Illinois University
BS, Business Administration
Larry Aubrecht Larry Aubrecht's Kemper Securities Inc Experience May 1993 - September 1994
Job President at Maid Right of Highlands Ranch
Industry Financial Services
Experience
Maid Right of Highlands Ranch March 2015 - Present
LGF Consulting, LLC June 2009 - Present
Larson Consulting Services August 2009 - Present
Verdeam LLC January 2005 - February 2012
First Matrix Investment Services October 2001 - December 2004
US Bancorp Investments, Inc./Piper Jaffray September 1998 - August 2001
LGF Consulting October 1994 - August 1998
Kemper Securities, Inc. May 1993 - September 1994
Hanifen, Imhoff, Inc. January 1992 - May 1993
Coughlin and Company 1983 - 1991
Skills
Project Management, Municipalities, Hedge Funds, Bonds, Financial Advisory, Structured Finance, Fixed Income, Investments, Mortgage Lending, Start-ups, Financial Services, Securities, Finance, Financial Analysis, Mergers, Strategy, Mergers & Acquisitions, Asset Managment, Risk Management, Capital Markets, Options, Funding, Trading, Asset Management, Government, Program Management, Financial Structuring
Education
Regis University 1982 — 1987
MBA, Finance & Accounting
United States Military Academy at West Point 1968 — 1972
BS, Civil Engineering
Maid Right of Highlands Ranch March 2015 - Present
LGF Consulting, LLC June 2009 - Present
Larson Consulting Services August 2009 - Present
Verdeam LLC January 2005 - February 2012
First Matrix Investment Services October 2001 - December 2004
US Bancorp Investments, Inc./Piper Jaffray September 1998 - August 2001
LGF Consulting October 1994 - August 1998
Kemper Securities, Inc. May 1993 - September 1994
Hanifen, Imhoff, Inc. January 1992 - May 1993
Coughlin and Company 1983 - 1991
Skills
Project Management, Municipalities, Hedge Funds, Bonds, Financial Advisory, Structured Finance, Fixed Income, Investments, Mortgage Lending, Start-ups, Financial Services, Securities, Finance, Financial Analysis, Mergers, Strategy, Mergers & Acquisitions, Asset Managment, Risk Management, Capital Markets, Options, Funding, Trading, Asset Management, Government, Program Management, Financial Structuring
Education
Regis University 1982 — 1987
MBA, Finance & Accounting
United States Military Academy at West Point 1968 — 1972
BS, Civil Engineering
Kimberly Dikker's Kemper Securities Inc Experience November 1992 - September 1994
Job Executive Assistant at Glen Ellyn Park District
Industry Recreational Facilities and Services
Experience
Glen Ellyn Park District May 2014 - Present
Glen Ellyn School District 41 August 2001 - April 2014
Encompass-sports April 2013 - September 2013
PGA of America September 2011 - October 2012
Gap Inc./Gap August 1999 - January 2001
First Tennessee Capital Markets September 1997 - July 1999
FIRST TENNESSEE CAPITAL MARKETS September 1997 - July 1999
DAIN BOSWORTH INC. March 1997 - September 1997
DAIN BOSWORTH INC September 1994 - March 1997
KEMPER SECURITIES INC November 1992 - September 1994
Skills
Customer Service, Sales, Spreadsheets, Microsoft Office, Microsoft Excel, Microsoft Word, Market Research, Retail, Account Management, Training, Purchasing, Merchandising, Marketing Strategy, Event Planning, Marketing, Event Management, Leadership, Management, Public Speaking
Education
Indiana University Bloomington 1986 — 1990
BA, Economics
Glen Ellyn Park District May 2014 - Present
Glen Ellyn School District 41 August 2001 - April 2014
Encompass-sports April 2013 - September 2013
PGA of America September 2011 - October 2012
Gap Inc./Gap August 1999 - January 2001
First Tennessee Capital Markets September 1997 - July 1999
FIRST TENNESSEE CAPITAL MARKETS September 1997 - July 1999
DAIN BOSWORTH INC. March 1997 - September 1997
DAIN BOSWORTH INC September 1994 - March 1997
KEMPER SECURITIES INC November 1992 - September 1994
Skills
Customer Service, Sales, Spreadsheets, Microsoft Office, Microsoft Excel, Microsoft Word, Market Research, Retail, Account Management, Training, Purchasing, Merchandising, Marketing Strategy, Event Planning, Marketing, Event Management, Leadership, Management, Public Speaking
Education
Indiana University Bloomington 1986 — 1990
BA, Economics
Michelle Cika Michelle Cika's Kemper Securities Inc Experience April 1991 - January 1993
Job Senior Human Resources Generalist PHR
Industry Human Resources
Experience
United Way of Greater Cleveland June 2015 - Present
Acuative (formerly Telsource Corp.) September 2007 - August 2014
CLEVELAND FREE TIMES (now Cleveland Scene Magazine) August 1999 - August 2007
Telsource Corporation (now Acuative) January 1995 - May 1999
CARLETON, MCCREARY, HOLMES & CO January 1993 - October 1995
KEMPER SECURITIES, INC April 1991 - January 1993
Hall Processing Systems 1987 - 1993
Skills
Employee Relations, Recruiting, Deferred Compensation, Human Resources, Performance Management, Personnel Management, New Hire Orientations, Employee Benefits, Interviews, Training, Management, Payroll, Performance Appraisal, Temporary Placement, Talent Acquisition, Employee Training, Leadership, Onboarding, Change Management, Technical Recruiting, Policy, Negotiation, Microsoft Office, Six Sigma, Job Analysis, Vendor Management, Job Descriptions, Legal Compliance, Compensation & Benefit, Coaching, EHS Program Development, EH&S Compliance, Travel Management, Security Clearance, Badges, Strategic HR, HR Policies, Human Resource..., Exit Interviews, FMLA, Employee Handbooks, SPHR, Workforce Planning, Process Improvement, Team Building, Customer Service, Compensation, Compensation & Benefits, HRIS, Benefits Administration
Education
HRCI 2009 — 2009
PHR, Human Resources, A - Certified
Strongsville High School 1983 — 1987
HS Diploma
Cuyahoga Community College
Bachelor Degree partnership program with a focus, Human Resources
United Way of Greater Cleveland June 2015 - Present
Acuative (formerly Telsource Corp.) September 2007 - August 2014
CLEVELAND FREE TIMES (now Cleveland Scene Magazine) August 1999 - August 2007
Telsource Corporation (now Acuative) January 1995 - May 1999
CARLETON, MCCREARY, HOLMES & CO January 1993 - October 1995
KEMPER SECURITIES, INC April 1991 - January 1993
Hall Processing Systems 1987 - 1993
Skills
Employee Relations, Recruiting, Deferred Compensation, Human Resources, Performance Management, Personnel Management, New Hire Orientations, Employee Benefits, Interviews, Training, Management, Payroll, Performance Appraisal, Temporary Placement, Talent Acquisition, Employee Training, Leadership, Onboarding, Change Management, Technical Recruiting, Policy, Negotiation, Microsoft Office, Six Sigma, Job Analysis, Vendor Management, Job Descriptions, Legal Compliance, Compensation & Benefit, Coaching, EHS Program Development, EH&S Compliance, Travel Management, Security Clearance, Badges, Strategic HR, HR Policies, Human Resource..., Exit Interviews, FMLA, Employee Handbooks, SPHR, Workforce Planning, Process Improvement, Team Building, Customer Service, Compensation, Compensation & Benefits, HRIS, Benefits Administration
Education
HRCI 2009 — 2009
PHR, Human Resources, A - Certified
Strongsville High School 1983 — 1987
HS Diploma
Cuyahoga Community College
Bachelor Degree partnership program with a focus, Human Resources
Ellen Resnick Ellen Resnick's Kemper Securities Inc Experience 1991 - 1994
Job President at Crystal Clear Communications
Industry Public Relations and Communications
Experience
Crystal Clear Communications February 2004 - Present
Chicago Mercantile Exchange (now CME Group) November 1994 - December 2003
Kemper Securities, Inc. 1991 - 1994
Sen. Paul Simon's Re-election Campaign March 1990 - November 1990
Jasculca/Terman & Associates August 1985 - March 1990
Skills
Media Relations, Corporate Communications, Public Relations, Press Releases, Editing, Strategic Communications, Derivatives, Crisis Communications, Speech Writing, Writing, Communication Training, Crisis Management, Web Content, Reputation Management, Trading, Communications Planning, Newsletters, Options, Spokesperson, Financial Services, Leadership, Investor Relations, Messaging, International Relations, Message Development, Event Planning, Exchanges, Publications, Electronic Trading, Event Management, Politics, Content Development, Futures, Business Strategy, News Writing, Thought Leadership, Trading Technology
Education
University of Michigan 1981 — 1985
Bachelor of Arts, Political Science
Crystal Clear Communications February 2004 - Present
Chicago Mercantile Exchange (now CME Group) November 1994 - December 2003
Kemper Securities, Inc. 1991 - 1994
Sen. Paul Simon's Re-election Campaign March 1990 - November 1990
Jasculca/Terman & Associates August 1985 - March 1990
Skills
Media Relations, Corporate Communications, Public Relations, Press Releases, Editing, Strategic Communications, Derivatives, Crisis Communications, Speech Writing, Writing, Communication Training, Crisis Management, Web Content, Reputation Management, Trading, Communications Planning, Newsletters, Options, Spokesperson, Financial Services, Leadership, Investor Relations, Messaging, International Relations, Message Development, Event Planning, Exchanges, Publications, Electronic Trading, Event Management, Politics, Content Development, Futures, Business Strategy, News Writing, Thought Leadership, Trading Technology
Education
University of Michigan 1981 — 1985
Bachelor of Arts, Political Science
Glenn Peterson Glenn Peterson's Kemper Securities Inc Experience 1988 - 1993
Job President at Glenn A. Peterson Consulting, LLC
Industry Financial Services
Experience
Glenn A. Peterson Consulting, LLC 2008 - Present
Charles Schwab 2006 - 2007
The Capital Markets Company 2005 - 2006
Fleet Securities Inc. 1999 - 2004
National Financial Services LLC 1993 - 1999
Kemper Securities, Inc 1988 - 1993
Citicorp Financial Services, Inc. 1982 - 1987
Citibank 1980 - 1982
W R Grace & Co. 1977 - 1980
Skills
Securities, Strategy, Change Management, Business Development, Financial Services, Banking, Leadership, Series 7, Fixed Annuities, Series 63, Due Diligence, Finance, Management, Risk Management, Relationship Management, Fixed Income, Wealth Management, Financial Markets, Team Building, Financial Risk, New Business Development, FINRA, Team Management, Mutual Funds, Equities, Investments, Portfolio Management, Asset Management, Trading, Options, Hedge Funds, Capital Markets, Series 24, Asset Allocation, Trading Systems, Alternative Investments, Investment Advisory
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Finance and Management Science
Cornell University 1971 — 1975
BA, Mathematics and Economics
Commack High School North 1968 — 1971
Glenn A. Peterson Consulting, LLC 2008 - Present
Charles Schwab 2006 - 2007
The Capital Markets Company 2005 - 2006
Fleet Securities Inc. 1999 - 2004
National Financial Services LLC 1993 - 1999
Kemper Securities, Inc 1988 - 1993
Citicorp Financial Services, Inc. 1982 - 1987
Citibank 1980 - 1982
W R Grace & Co. 1977 - 1980
Skills
Securities, Strategy, Change Management, Business Development, Financial Services, Banking, Leadership, Series 7, Fixed Annuities, Series 63, Due Diligence, Finance, Management, Risk Management, Relationship Management, Fixed Income, Wealth Management, Financial Markets, Team Building, Financial Risk, New Business Development, FINRA, Team Management, Mutual Funds, Equities, Investments, Portfolio Management, Asset Management, Trading, Options, Hedge Funds, Capital Markets, Series 24, Asset Allocation, Trading Systems, Alternative Investments, Investment Advisory
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Finance and Management Science
Cornell University 1971 — 1975
BA, Mathematics and Economics
Commack High School North 1968 — 1971
Eric Crawford Eric Crawford's Kemper Securities Inc Experience 1991 - 1993
Job Owner of Cream City Ribbon
Industry Packaging and Containers
Experience
Cream City Ribbon August 2012 - Present
Bright Blue Alliance │ Greenman Alliance 2006 - 2012
Brooks Stevens, Inc. February 2006 - October 2006
Webster University 2002 - 2006
Commerce One - Software and Consultancy 1999 - 2001
Compuware Corporation 1995 - 1999
MindWare, Inc. 1993 - 1995
Kemper Securities, Inc. 1991 - 1993
Other Lives I Have Had 1985 - 1991
Education
Loyola University Chicago
MSIR, Human Resources/Industrial Relations
University of Wisconsin-Milwaukee - School of Business Administration
BBA, International Marketing
Cream City Ribbon August 2012 - Present
Bright Blue Alliance │ Greenman Alliance 2006 - 2012
Brooks Stevens, Inc. February 2006 - October 2006
Webster University 2002 - 2006
Commerce One - Software and Consultancy 1999 - 2001
Compuware Corporation 1995 - 1999
MindWare, Inc. 1993 - 1995
Kemper Securities, Inc. 1991 - 1993
Other Lives I Have Had 1985 - 1991
Education
Loyola University Chicago
MSIR, Human Resources/Industrial Relations
University of Wisconsin-Milwaukee - School of Business Administration
BBA, International Marketing
Pamela Schilder Pamela Schilder's Kemper Securities Inc Experience May 1992 - August 1993
Job Radiology Coder at University of Wisconsin Medical Foundation
Industry Medical Practice
Experience
University of Wisconsin Medical Foundation January 2014 - Present
Monticello Public Library 2005 - January 2014
UW Health September 2013 - December 2013
Duluth Trading Company October 2011 - February 2013
Kemper Securities, Inc. May 1992 - August 1993
Giles Engineering Associates, Inc. July 1990 - May 1992
Skills
Medical Terminology, ICD-9 Diagnosis Coding, ICD-9 Procedural Coding, ICD-10 Diagnosis Coding, CPT Coding, Microsoft Office 2010, Healthcare Reimbursement, Exceptional Typing Speed, CPT, ICD-9, Fax, Office Management, Medical Coding, Telephone Skills, Medical Billing, Data Entry, Medisoft
Education
Blackhawk Technical College 2011 — 2012
Medical Coding Specialist, Medical Coding, A
Patricia Stevens Career College and Finishing School 1987 — 1988
Public Relations Diploma, A
Auburndale High School 1982 — 1986
High School Diploma
University of Wisconsin Medical Foundation January 2014 - Present
Monticello Public Library 2005 - January 2014
UW Health September 2013 - December 2013
Duluth Trading Company October 2011 - February 2013
Kemper Securities, Inc. May 1992 - August 1993
Giles Engineering Associates, Inc. July 1990 - May 1992
Skills
Medical Terminology, ICD-9 Diagnosis Coding, ICD-9 Procedural Coding, ICD-10 Diagnosis Coding, CPT Coding, Microsoft Office 2010, Healthcare Reimbursement, Exceptional Typing Speed, CPT, ICD-9, Fax, Office Management, Medical Coding, Telephone Skills, Medical Billing, Data Entry, Medisoft
Education
Blackhawk Technical College 2011 — 2012
Medical Coding Specialist, Medical Coding, A
Patricia Stevens Career College and Finishing School 1987 — 1988
Public Relations Diploma, A
Auburndale High School 1982 — 1986
High School Diploma
Keith Fowler Keith Fowler's Kemper Securities Inc Experience 1992 - 1994
Job Executive Director, US Institutional Equity Sales at Nomura Securities
Industry Financial Services
Experience
Nomura Securities June 2013 - Present
Susquehanna International Group June 2011 - May 2013
Deutsche Bank Securities October 2008 - April 2011
Bear Stearns 1994 - 2008
Kemper Securities, Inc 1992 - 1994
McDonald & Company Securities 1987 - 1992
Skills
Equities, Hedge Funds, Capital Markets, Valuation, Series 7, Portfolio Management
Education
Loyola University of Chicago 1991 — 1994
Master of Business Administration (MBA)
The University of Texas at Austin 1982 — 1986
BBA, Finance
Tom Clark High School - San Antonio, Texas 1979 — 1982
Nomura Securities June 2013 - Present
Susquehanna International Group June 2011 - May 2013
Deutsche Bank Securities October 2008 - April 2011
Bear Stearns 1994 - 2008
Kemper Securities, Inc 1992 - 1994
McDonald & Company Securities 1987 - 1992
Skills
Equities, Hedge Funds, Capital Markets, Valuation, Series 7, Portfolio Management
Education
Loyola University of Chicago 1991 — 1994
Master of Business Administration (MBA)
The University of Texas at Austin 1982 — 1986
BBA, Finance
Tom Clark High School - San Antonio, Texas 1979 — 1982
Debbie Parrish Debbie Parrish's Kemper Securities Inc Experience July 1990 - August 1994
Job Admin/Customer Service Superstar
Industry Executive Office
Experience
Currently interviewing July 2012 - September 2012
The VanderVeer Center December 2010 - June 2012
The VanderVeer Center December 2010 - June 2012
Aesthetics Institute January 2010 - November 2010
The Commerce Company September 2009 - November 2009
The Parrish Home June 1998 - September 2009
Piper Jaffray, Inc August 1994 - June 1998
Kemper Securities, Inc July 1990 - August 1994
Kolibaba & Associates October 1989 - June 1990
Nordstrom August 1985 - July 1989
Skills
Outlook, Microsoft Excel, Microsoft Word, Research, Marketing, Business Communications, Bonds, Investments, Aesthetics, Cosmetics, Spa, Healthcare, Fundraising, Event Planning, Waxing
Education
Crescent Valley High School
Oregon State University
Bachelor of Science, Merchandising/Business
Currently interviewing July 2012 - September 2012
The VanderVeer Center December 2010 - June 2012
The VanderVeer Center December 2010 - June 2012
Aesthetics Institute January 2010 - November 2010
The Commerce Company September 2009 - November 2009
The Parrish Home June 1998 - September 2009
Piper Jaffray, Inc August 1994 - June 1998
Kemper Securities, Inc July 1990 - August 1994
Kolibaba & Associates October 1989 - June 1990
Nordstrom August 1985 - July 1989
Skills
Outlook, Microsoft Excel, Microsoft Word, Research, Marketing, Business Communications, Bonds, Investments, Aesthetics, Cosmetics, Spa, Healthcare, Fundraising, Event Planning, Waxing
Education
Crescent Valley High School
Oregon State University
Bachelor of Science, Merchandising/Business
Jeffrey Mills Jeffrey Mills's Kemper Securities Inc Experience August 1992 - August 1994
Job Independent Contractor at Aurora Investment Management
Industry Internet
Experience
Aurora Investment Management April 2015 - Present
Legacy.com, Inc. October 1998 - February 2015
MaxMiles, Inc. August 1997 - October 1999
Shepro Braun Systems June 1995 - August 1997
Andersen Consulting August 1994 - May 1995
Kemper Securities, Inc. August 1992 - August 1994
Tellabs June 1990 - July 1992
Skills
Social Software, Web 2.0, Technical Leadership, E-commerce, User Experience, Product Development, Management, Mobile Applications, Testing, Software Development, Agile Methodologies, Mobile Devices, SaaS, Product Management, Web Services, Integration
Education
North Central College 1989 — 1993
Bachelor of Science Degree, Computer Science
Joliet Junior College 1987 — 1989
Associate's Degree, Computer Science
Southern Illinois University, Carbondale 1984 — 1986
Associates Degree, Architecture
Aurora Investment Management April 2015 - Present
Legacy.com, Inc. October 1998 - February 2015
MaxMiles, Inc. August 1997 - October 1999
Shepro Braun Systems June 1995 - August 1997
Andersen Consulting August 1994 - May 1995
Kemper Securities, Inc. August 1992 - August 1994
Tellabs June 1990 - July 1992
Skills
Social Software, Web 2.0, Technical Leadership, E-commerce, User Experience, Product Development, Management, Mobile Applications, Testing, Software Development, Agile Methodologies, Mobile Devices, SaaS, Product Management, Web Services, Integration
Education
North Central College 1989 — 1993
Bachelor of Science Degree, Computer Science
Joliet Junior College 1987 — 1989
Associate's Degree, Computer Science
Southern Illinois University, Carbondale 1984 — 1986
Associates Degree, Architecture
Steven Larson, CFA's Kemper Securities Inc Experience 1995 - 1997
Job International Equity Portfolio Manager, Partner
Industry Investment Management
Experience
Arbor Capital Management, LLC May 2010 - Present
Principal Global Investors 2001 - April 2010
Wells Fargo Funds Management, LLC 2000 - 2001
FAF Advisors (U.S. Bancorp's asset management division; now Nuveen Investments) 1998 - 2000
Kemper Securities, Inc. 1995 - 1997
Kemper Corporation 1993 - 1995
James S. Kemper Foundation 1988 - 1992
Skills
Portfolio Management, Investments, Equities, Mutual Funds, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Finance, Risk Management, Strategy, Quantitative Research, Fundamental Analysis, Financial Analysis, Equity Research, International Equities, New Business Development, Manager Research, Wealth Management, Financial Modeling, Capital Markets, Investor Relations
Education
University of Minnesota - Carlson School of Management 1997 — 1998
Master of Business Administration (M.B.A.), Finance - Portfolio Management
Northwestern University - Kellogg School of Management 1996 — 1996
Global Initiatives in Management (GIM) Program's "In-Country" Experience - Singapore and Malaysia
Drake University 1988 — 1992
BS, Business Administration - Finance
Arbor Capital Management, LLC May 2010 - Present
Principal Global Investors 2001 - April 2010
Wells Fargo Funds Management, LLC 2000 - 2001
FAF Advisors (U.S. Bancorp's asset management division; now Nuveen Investments) 1998 - 2000
Kemper Securities, Inc. 1995 - 1997
Kemper Corporation 1993 - 1995
James S. Kemper Foundation 1988 - 1992
Skills
Portfolio Management, Investments, Equities, Mutual Funds, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Finance, Risk Management, Strategy, Quantitative Research, Fundamental Analysis, Financial Analysis, Equity Research, International Equities, New Business Development, Manager Research, Wealth Management, Financial Modeling, Capital Markets, Investor Relations
Education
University of Minnesota - Carlson School of Management 1997 — 1998
Master of Business Administration (M.B.A.), Finance - Portfolio Management
Northwestern University - Kellogg School of Management 1996 — 1996
Global Initiatives in Management (GIM) Program's "In-Country" Experience - Singapore and Malaysia
Drake University 1988 — 1992
BS, Business Administration - Finance
Russ Adelmann's Kemper Securities Inc Experience September 1991 - June 1994
Job Russell B. Adelmann, CFP, President at Adelmann Financial, Feeonly financial planning
Industry Financial Services
Experience
Adelmann Financial, Inc. June 1994 - Present
Kemper Securities, Inc. September 1991 - June 1994
Skills
Retirement Planning, Leadership, Entrepreneurship, Customer Service, Marketing, Public Speaking, Retirement, Small Business, Business Planning, Investment Advisory, Business Development, Coaching, Discretionary..., Personal Financial..., Estate Planning, Insurance, Financial Planning, Public Relations, Strategic Planning, Investments, Business Strategy, Project Management, Strategic Financial..., Team Leadership, Program Management, Team Building, Leadership Development
Education
College for Financial Planning
Certified Financial Planner professional
Hillsdale College 1983 — 1987
BA, Busness
AAHS
Adelmann Financial, Inc. June 1994 - Present
Kemper Securities, Inc. September 1991 - June 1994
Skills
Retirement Planning, Leadership, Entrepreneurship, Customer Service, Marketing, Public Speaking, Retirement, Small Business, Business Planning, Investment Advisory, Business Development, Coaching, Discretionary..., Personal Financial..., Estate Planning, Insurance, Financial Planning, Public Relations, Strategic Planning, Investments, Business Strategy, Project Management, Strategic Financial..., Team Leadership, Program Management, Team Building, Leadership Development
Education
College for Financial Planning
Certified Financial Planner professional
Hillsdale College 1983 — 1987
BA, Busness
AAHS
Kathleen Agasie's Kemper Securities Inc Experience January 1991 - January 1995
Job Operational Strategy and Business Intelligence
Industry Government Relations
Experience
ComEd 2013 - Present
ComEd March 2012 - Present
Metropolitan Mayors Caucus July 2004 - February 2012
Delta Institute June 2003 - July 2004
Metropolitan Transportation Authority January 2000 - January 2003
City of Daly City Department of Public Works January 2000 - August 2000
University of Illinois January 1996 - January 1999
University of Illinois January 1995 - January 1996
Kemper Securities, Inc January 1991 - January 1995
Skills
Governmental Affairs, Public Relations, Reputation Management, Corporate Communications, Community Outreach, Strategic Planning, Sustainability, Social Responsibility, Process Improvement, Energy Efficiency, Strategic Policy..., Program Management
Education
University of Illinois at Chicago 1996 — 1998
Masters, Urban Planning and Policy; Economic Development
University of Wisconsin-Madison 1986 — 1990
B.A., International Relations - American Policy
ComEd 2013 - Present
ComEd March 2012 - Present
Metropolitan Mayors Caucus July 2004 - February 2012
Delta Institute June 2003 - July 2004
Metropolitan Transportation Authority January 2000 - January 2003
City of Daly City Department of Public Works January 2000 - August 2000
University of Illinois January 1996 - January 1999
University of Illinois January 1995 - January 1996
Kemper Securities, Inc January 1991 - January 1995
Skills
Governmental Affairs, Public Relations, Reputation Management, Corporate Communications, Community Outreach, Strategic Planning, Sustainability, Social Responsibility, Process Improvement, Energy Efficiency, Strategic Policy..., Program Management
Education
University of Illinois at Chicago 1996 — 1998
Masters, Urban Planning and Policy; Economic Development
University of Wisconsin-Madison 1986 — 1990
B.A., International Relations - American Policy
E. Jane Sinnema's Kemper Securities Inc Experience 1990 - 1996
Job Credit Analyst
Industry Banking
Experience
Commercial Bank & Trust Company June 2007 - Present
Willamette Industries 1996 - 2000
Kemper Securities Inc 1990 - 1996
Kemper Financial Services 1984 - 1990
Education
Quinlan School of Business, Loyola University Chicago 1988 — 1990
MBA, Finance
University of Illinois at Urbana-Champaign 1978 — 1983
BA, Economics
Commercial Bank & Trust Company June 2007 - Present
Willamette Industries 1996 - 2000
Kemper Securities Inc 1990 - 1996
Kemper Financial Services 1984 - 1990
Education
Quinlan School of Business, Loyola University Chicago 1988 — 1990
MBA, Finance
University of Illinois at Urbana-Champaign 1978 — 1983
BA, Economics
Ken Packer's Kemper Securities Inc Experience 1990 - 1995
Job Principal Financial Advisory Partners, LLC
Industry Investment Banking
Experience
Financial Advisory Partners, LLC 1997 - Present
Falcon Capital Management LLC May 2015 - Present
BHC, LC July 2013 - Present
Cline Tool and Service Company, Inc. June 2010 - Present
Iowa Telecommunications Services, Inc. August 2005 - June 2010
Everen Securities 1995 - 1997
Kemper Securities, Inc 1990 - 1995
R. G. Dickinson & Company 1984 - 1990
Skills
Mergers, Investment Banking, Capital, Private Equity, Debt, Mergers & Acquisitions, Corporate Development, Alternative Investments, Banking, Financial Modeling, Securities, Risk Management, Management Consulting, Corporate Finance, Due Diligence, Financial Analysis, Finance, Strategy, Asset Management, Financial Services, Start-ups, Restructuring, Capital Markets, Entrepreneurship
Education
University of Iowa
BBA
Financial Advisory Partners, LLC 1997 - Present
Falcon Capital Management LLC May 2015 - Present
BHC, LC July 2013 - Present
Cline Tool and Service Company, Inc. June 2010 - Present
Iowa Telecommunications Services, Inc. August 2005 - June 2010
Everen Securities 1995 - 1997
Kemper Securities, Inc 1990 - 1995
R. G. Dickinson & Company 1984 - 1990
Skills
Mergers, Investment Banking, Capital, Private Equity, Debt, Mergers & Acquisitions, Corporate Development, Alternative Investments, Banking, Financial Modeling, Securities, Risk Management, Management Consulting, Corporate Finance, Due Diligence, Financial Analysis, Finance, Strategy, Asset Management, Financial Services, Start-ups, Restructuring, Capital Markets, Entrepreneurship
Education
University of Iowa
BBA
Jeff Kletti, CFA's Kemper Securities Inc Experience 1987 - 1993
Job Head of Investments Institutional Retirement and Trust at Wells Fargo
Industry Investment Management
Experience
Wells Fargo June 2014 - Present
Wells Fargo November 2010 - June 2014
Allianz October 2000 - October 2010
Fortis Financial Group April 1997 - October 2000
Investment Advisers Inc July 1993 - April 1997
Kemper Securities Inc 1987 - 1993
Education
University of Minnesota - Carlson School of Management 1998 — 1999
MBA, Finance
University of Wisconsin-Milwaukee - Lubar School of Business 1984 — 1988
BA, Finance
Wells Fargo June 2014 - Present
Wells Fargo November 2010 - June 2014
Allianz October 2000 - October 2010
Fortis Financial Group April 1997 - October 2000
Investment Advisers Inc July 1993 - April 1997
Kemper Securities Inc 1987 - 1993
Education
University of Minnesota - Carlson School of Management 1998 — 1999
MBA, Finance
University of Wisconsin-Milwaukee - Lubar School of Business 1984 — 1988
BA, Finance
Ken Peters's Kemper Securities Inc Experience August 1993 - July 1998
Job Director of Tax & Treasury at Ferrara Candy Company
Industry Consumer Goods
Experience
Ferrara Candy Company June 2013 - Present
Decision Insight Information Group December 2011 - May 2013
Standard Parking Corporation August 2000 - December 2011
Van Kampen Investments (sub of Morgan Stanley) October 1999 - August 2000
EVEREN Securities, Inc. (f/k/a Kemper Securities, Inc.) August 1998 - September 1999
Kemper Securities, Inc. August 1993 - July 1998
Skills
Tax, Accounting, Financial Reporting, Financial Planning, Treasury Management, Sales & Use Tax, Unclaimed Property, Personal Property Tax, Real Property Tax, U.S. Federal & State..., Canadian Income Tax, Tax Provision (U.S...., Strategic Financial..., Property Tax, Income Tax, State Tax, Forecasting, Use Tax, Property, Cash Management, FIN 48, SEC filings, Tax Research, Corporate Tax, SEC Filings
Education
DePaul University 2013 — 2017
Masters - Tax
DePaul University 1989 — 1993
B.S., Accounting
Weber High School 1985 — 1989
Ferrara Candy Company June 2013 - Present
Decision Insight Information Group December 2011 - May 2013
Standard Parking Corporation August 2000 - December 2011
Van Kampen Investments (sub of Morgan Stanley) October 1999 - August 2000
EVEREN Securities, Inc. (f/k/a Kemper Securities, Inc.) August 1998 - September 1999
Kemper Securities, Inc. August 1993 - July 1998
Skills
Tax, Accounting, Financial Reporting, Financial Planning, Treasury Management, Sales & Use Tax, Unclaimed Property, Personal Property Tax, Real Property Tax, U.S. Federal & State..., Canadian Income Tax, Tax Provision (U.S...., Strategic Financial..., Property Tax, Income Tax, State Tax, Forecasting, Use Tax, Property, Cash Management, FIN 48, SEC filings, Tax Research, Corporate Tax, SEC Filings
Education
DePaul University 2013 — 2017
Masters - Tax
DePaul University 1989 — 1993
B.S., Accounting
Weber High School 1985 — 1989
Nicholas Matsis's Kemper Securities Inc Experience January 1983 - August 1995
Job Retired Sr VP NYSE Office. Restaurant Management Musician
Industry Food & Beverages
Experience
EPIPHANY INC December 1966 - Present
Prudential Securities, Inc. August 1995 - June 2002
Kemper Securities, Inc. January 1983 - August 1995
Skills
Customer Service, Restaurants, Investments, Microsoft Office, Social Media, Event Planning, Food, Public Speaking, Restaurant Management, Strategic Financial..., Catering, Menu Development, Microsoft Excel, Marketing, Food Service, Sales, Event Management, Hospitality, Photoshop, Microsoft Word, Leadership, Fundraising, Nonprofits, Sales Management, Social Media Marketing, Social Networking, Team Building, Strategic Planning, Public Relations, Budgets
Education
Horace Mann 1947 — 1955
Indiana University-Northwest
EPIPHANY INC December 1966 - Present
Prudential Securities, Inc. August 1995 - June 2002
Kemper Securities, Inc. January 1983 - August 1995
Skills
Customer Service, Restaurants, Investments, Microsoft Office, Social Media, Event Planning, Food, Public Speaking, Restaurant Management, Strategic Financial..., Catering, Menu Development, Microsoft Excel, Marketing, Food Service, Sales, Event Management, Hospitality, Photoshop, Microsoft Word, Leadership, Fundraising, Nonprofits, Sales Management, Social Media Marketing, Social Networking, Team Building, Strategic Planning, Public Relations, Budgets
Education
Horace Mann 1947 — 1955
Indiana University-Northwest
Steven DeVito's Kemper Securities Inc Experience August 1994 - February 1997
Job Institutional Fixed Income Trading & Sales
Industry Financial Services
Experience
Cross Point Capital LLC March 2015 - Present
Halen Capital, Inc. March 2011 - Present
Cantor Fitzgerald October 2005 - June 2006
Countrywide Securities Corporation September 2002 - September 2005
Dupont Securities Group, Inc. May 2000 - August 2002
Kemper Securities, Inc. August 1994 - February 1997
Oppenheimer Capital September 1992 - August 1994
First Empire Securities, Inc. June 1990 - September 1992
Skills
ABS, Capital Markets, Fixed Income, Portfolio Management, Asset Managment, Risk Management, Investments, Asset Management, Credit, Finance, Financial Structuring, Securities, Structured Finance, Trading, Funding, Electronic Trading, Emerging Markets, Mortgage Lending, Structured Products, Financial Risk, Valuation, Loans, Series 63, Bonds, ALM, Private Equity, Financial Markets, Investment Management, Trading Systems, Financial Modeling, Hedge Funds, Commercial Lending, Interest Rate Risk..., Options, Credit Analysis, Credit Risk, Mutual Funds, FX Options, Asset Allocation, Derivatives, Hedging, Corporate Finance, Equities, Investment Banking, Financial Institutions, Alternative Investments, Bloomberg, Series 7
Education
Loyola University of Chicago 1978 — 1982
Cross Point Capital LLC March 2015 - Present
Halen Capital, Inc. March 2011 - Present
Cantor Fitzgerald October 2005 - June 2006
Countrywide Securities Corporation September 2002 - September 2005
Dupont Securities Group, Inc. May 2000 - August 2002
Kemper Securities, Inc. August 1994 - February 1997
Oppenheimer Capital September 1992 - August 1994
First Empire Securities, Inc. June 1990 - September 1992
Skills
ABS, Capital Markets, Fixed Income, Portfolio Management, Asset Managment, Risk Management, Investments, Asset Management, Credit, Finance, Financial Structuring, Securities, Structured Finance, Trading, Funding, Electronic Trading, Emerging Markets, Mortgage Lending, Structured Products, Financial Risk, Valuation, Loans, Series 63, Bonds, ALM, Private Equity, Financial Markets, Investment Management, Trading Systems, Financial Modeling, Hedge Funds, Commercial Lending, Interest Rate Risk..., Options, Credit Analysis, Credit Risk, Mutual Funds, FX Options, Asset Allocation, Derivatives, Hedging, Corporate Finance, Equities, Investment Banking, Financial Institutions, Alternative Investments, Bloomberg, Series 7
Education
Loyola University of Chicago 1978 — 1982
Gretchen McKinley's Kemper Securities Inc Experience June 1992 - May 1994
Job Customer Service/Inside Sales Rep at Lydey Automation
Industry Industrial Automation
Experience
Lydey Automation April 2013 - Present
Goschinski's Fin Feather Fur Outfitters LLC August 2011 - April 2013
Plancorp, Inc. August 2007 - October 2009
Best Reward Credit Union October 2002 - December 2006
KeyBanc Capital Markets September 1995 - November 1996
J.C. Bradford & Company, Inc. June 1994 - August 1995
Kemper Securities, Inc. June 1992 - May 1994
Skills
Microsoft Excel, Manufacturing
Education
New England Culinary Institute 1996 — 1997
Culinary Arts/Chef Training
Ohio Wesleyan University 1989 — 1992
Bachelor of Arts (B.A.), Spanish Language Teacher Education
Lydey Automation April 2013 - Present
Goschinski's Fin Feather Fur Outfitters LLC August 2011 - April 2013
Plancorp, Inc. August 2007 - October 2009
Best Reward Credit Union October 2002 - December 2006
KeyBanc Capital Markets September 1995 - November 1996
J.C. Bradford & Company, Inc. June 1994 - August 1995
Kemper Securities, Inc. June 1992 - May 1994
Skills
Microsoft Excel, Manufacturing
Education
New England Culinary Institute 1996 — 1997
Culinary Arts/Chef Training
Ohio Wesleyan University 1989 — 1992
Bachelor of Arts (B.A.), Spanish Language Teacher Education
Mindy McKinnon's Kemper Securities Inc Experience July 1991 - September 1992
Job Procurement Manager
Industry Financial Services
Experience
Wachovia Corporation December 1999 - December 2010
Everen Securities September 1992 - December 1999
Kemper Securities, Inc July 1991 - September 1992
JSR Advertising Corporation, Chicago January 1990 - July 1991
Technical Reporting Corporation, Chicago March 1988 - January 1990
Watson & Watson May 1986 - August 1987
Skills
Procurement, Advertising, Purchasing, Management, Vendor Management, Process Improvement, Project Management, Leadership
Education
University of Arizona
Bachelor of Fine Arts, Graphic Design
University of Illinois at Urbana-Champaign
Industrial Design and Art History
Wachovia Corporation December 1999 - December 2010
Everen Securities September 1992 - December 1999
Kemper Securities, Inc July 1991 - September 1992
JSR Advertising Corporation, Chicago January 1990 - July 1991
Technical Reporting Corporation, Chicago March 1988 - January 1990
Watson & Watson May 1986 - August 1987
Skills
Procurement, Advertising, Purchasing, Management, Vendor Management, Process Improvement, Project Management, Leadership
Education
University of Arizona
Bachelor of Fine Arts, Graphic Design
University of Illinois at Urbana-Champaign
Industrial Design and Art History
Stephen Brixey's Kemper Securities Inc Experience January 1987 - January 1992
Job Equity Trader at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2012 - Present
Pacific American Securities, LLC January 1999 - October 2011
Yaeger Capital Markets, Inc January 1993 - January 1999
Kemper Securities, Inc January 1987 - January 1992
Skills
FINRA, Securities, Fixed Income, Options, Trading, Bonds, Investments, Risk Management, Financial Services, Management, Series 24, Equities
Education
University of Southern California - Marshall School of Business 1990 — 1993
MBA, Finance
University of California, Santa Barbara 1980 — 1984
BA, Business Economics
LPL Financial March 2012 - Present
Pacific American Securities, LLC January 1999 - October 2011
Yaeger Capital Markets, Inc January 1993 - January 1999
Kemper Securities, Inc January 1987 - January 1992
Skills
FINRA, Securities, Fixed Income, Options, Trading, Bonds, Investments, Risk Management, Financial Services, Management, Series 24, Equities
Education
University of Southern California - Marshall School of Business 1990 — 1993
MBA, Finance
University of California, Santa Barbara 1980 — 1984
BA, Business Economics
Erin McGivney Rickman's Kemper Securities Inc Experience April 1992 - April 1993
Job Independent Contractor assisting in the development of Forex Trading Methodologies.
Industry Financial Services
Experience
State Farm April 2015 - Present
Forex Trades, Inc. March 2003 - September 2012
EMR Trading April 1993 - March 2003
Kemper Securities, Inc. April 1992 - April 1993
Just Technical, Inc. February 1990 - April 1992
JPM Industries, Inc. January 1987 - February 1990
Skills
Microsoft Excel, Microsoft Office, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Strategy, Financial Services, Investments, Asset Management, Sales, Sales Management, Marketing Strategy, Portfolio Management
Education
University of Illinois at Urbana-Champaign 1986 — 1987
BA, Psychology
Northern Illinois University 1985 — 1986
other, Psychology
State Farm April 2015 - Present
Forex Trades, Inc. March 2003 - September 2012
EMR Trading April 1993 - March 2003
Kemper Securities, Inc. April 1992 - April 1993
Just Technical, Inc. February 1990 - April 1992
JPM Industries, Inc. January 1987 - February 1990
Skills
Microsoft Excel, Microsoft Office, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Strategy, Financial Services, Investments, Asset Management, Sales, Sales Management, Marketing Strategy, Portfolio Management
Education
University of Illinois at Urbana-Champaign 1986 — 1987
BA, Psychology
Northern Illinois University 1985 — 1986
other, Psychology