KL Financial Group
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12 KL Financial Group employees in database. Find out everything there's to know about KL Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
KL Financial Group Employees
Employee
Years
Job
Industry
Doug Meads Doug Meads's KL Financial Group Experience 2001 - 2005
Job Director, Global Sales & Business Development Revenue Growth, Sales Leadership & FinTech
Industry Computer Software
Experience
Dassault Systemes April 2012 - Present
Linedata March 2011 - March 2012
Advent Software April 2007 - March 2011
Altos Capital Management February 2005 - March 2007
KL Financial Group 2001 - 2005
Skills
SaaS, CRM, Account Management, Business Development, Cross-functional Team..., Enterprise Software, Strategy, Sales Management, Leadership, Selling, New Business Development, Business Strategy, Management, Outsourcing, Brand Loyalty, Business Intelligence, Sales, Strategic Planning, Financial Markets, Process Improvement, Entrepreneurship, Strategic Partnerships, Start-ups, Team Building, Contract Negotiation, Go-to-market Strategy
Education
Pepperdine University 1994 — 1996
MS, Industrial Psychology
Santa Clara University 1990 — 1993
BS, Psychology
Dassault Systemes April 2012 - Present
Linedata March 2011 - March 2012
Advent Software April 2007 - March 2011
Altos Capital Management February 2005 - March 2007
KL Financial Group 2001 - 2005
Skills
SaaS, CRM, Account Management, Business Development, Cross-functional Team..., Enterprise Software, Strategy, Sales Management, Leadership, Selling, New Business Development, Business Strategy, Management, Outsourcing, Brand Loyalty, Business Intelligence, Sales, Strategic Planning, Financial Markets, Process Improvement, Entrepreneurship, Strategic Partnerships, Start-ups, Team Building, Contract Negotiation, Go-to-market Strategy
Education
Pepperdine University 1994 — 1996
MS, Industrial Psychology
Santa Clara University 1990 — 1993
BS, Psychology
Ryan Langdon's KL Financial Group Experience January 2003 - January 2005
Job Sales at eSignal
Industry Financial Services
Experience
eSignal July 2005 - Present
KL Financial Group January 2003 - January 2005
Pacific Options Floor October 2001 - January 2003
Laurel Mgt, LLC January 2000 - September 2001
Skills
Mathematics, Economics, Econometrics, Statistics, Probability, R, SAS, Minitab, openbugs, Bayesian statistics, Sales, Trading, forex, Futures
Education
California State University-East Bay 2009 — 2011
MS, Probability and Statistics
University of California, Santa Barbara 1995 — 1999
BA, Mathematics and Economics
HB
eSignal July 2005 - Present
KL Financial Group January 2003 - January 2005
Pacific Options Floor October 2001 - January 2003
Laurel Mgt, LLC January 2000 - September 2001
Skills
Mathematics, Economics, Econometrics, Statistics, Probability, R, SAS, Minitab, openbugs, Bayesian statistics, Sales, Trading, forex, Futures
Education
California State University-East Bay 2009 — 2011
MS, Probability and Statistics
University of California, Santa Barbara 1995 — 1999
BA, Mathematics and Economics
HB
Michael Aussieker, CFA Michael Aussieker, CFA's KL Financial Group Experience 2004 - 2005
Job Quantitative Researcher | MSc Applied Mathematics/Financial Engineering | Trading Strategist
Industry Investment Management
Experience
Mälardalen University 2013 - 2015
Cetera Financial Group 2006 - 2010
Pi Capital 2005 - 2006
KL Financial Group 2004 - 2005
Skills
Trading, Hedge Funds, Asset Management, Investments, Equities, Financial Modeling, Financial Analysis, Valuation, Fixed Income, Asset Allocation, Derivatives, Options, R, Technical Analysis, Risk Management, Bloomberg, Matlab, Research, Finance, Java, Portfolio Management, Quantitative Analytics, Capital Markets, Securities, Financial Markets, Quantitative Finance
Education
Mälardalen University 2013 — 2015
Masters of Seience Mathematics/Applied Mathamatics
St. Ambrose University 2002 — 2004
B.A Business
Mälardalen University 2013 - 2015
Cetera Financial Group 2006 - 2010
Pi Capital 2005 - 2006
KL Financial Group 2004 - 2005
Skills
Trading, Hedge Funds, Asset Management, Investments, Equities, Financial Modeling, Financial Analysis, Valuation, Fixed Income, Asset Allocation, Derivatives, Options, R, Technical Analysis, Risk Management, Bloomberg, Matlab, Research, Finance, Java, Portfolio Management, Quantitative Analytics, Capital Markets, Securities, Financial Markets, Quantitative Finance
Education
Mälardalen University 2013 — 2015
Masters of Seience Mathematics/Applied Mathamatics
St. Ambrose University 2002 — 2004
B.A Business
Andrew Jensen, CAIA Andrew Jensen, CAIA's KL Financial Group Experience 2004 - 2005
Job Director of Business Development, Crystal Capital Partners
Industry Financial Services
Experience
Crystal Capital Partners, LLC November 2014 - Present
Independent Placement Agent May 2009 - November 2014
MetroGroup Realty Finance December 2004 - May 2009
KL Financial Group 2004 - 2005
Skills
Alternative Investments, Investments, Hedge Funds, Private Equity, Equities, Financial Services, Real Estate, Investment Properties, Institutional..., Financial Advisory, Investment Management, Wealth Management, Asset Management, Portfolio Management, Mutual Funds, Trading
Education
Loyola Marymount University
BA, English
Crystal Capital Partners, LLC November 2014 - Present
Independent Placement Agent May 2009 - November 2014
MetroGroup Realty Finance December 2004 - May 2009
KL Financial Group 2004 - 2005
Skills
Alternative Investments, Investments, Hedge Funds, Private Equity, Equities, Financial Services, Real Estate, Investment Properties, Institutional..., Financial Advisory, Investment Management, Wealth Management, Asset Management, Portfolio Management, Mutual Funds, Trading
Education
Loyola Marymount University
BA, English
Gerrit Burki Gerrit Burki's KL Financial Group Experience January 2003 - February 2005
Job Accounting Manager at PAR Eletrical Contractors
Industry Electrical/Electronic Manufacturing
Experience
PAR Electrical Contractors July 2011 - Present
BC GANT, Inc. December 2009 - October 2011
BDR Management March 2005 - December 2009
Elite Team Realty & Investments March 2005 - September 2007
KL Financial Group January 2003 - February 2005
Morgan Stanley February 1997 - December 2002
Education
Keller Graduate School of Management of DeVry University 2014 — 2017
Master's degree, Accounting and Financial Management
California State University-Fullerton, Mihaylo College of Business and Economics 1992 — 1996
Finance
PAR Electrical Contractors July 2011 - Present
BC GANT, Inc. December 2009 - October 2011
BDR Management March 2005 - December 2009
Elite Team Realty & Investments March 2005 - September 2007
KL Financial Group January 2003 - February 2005
Morgan Stanley February 1997 - December 2002
Education
Keller Graduate School of Management of DeVry University 2014 — 2017
Master's degree, Accounting and Financial Management
California State University-Fullerton, Mihaylo College of Business and Economics 1992 — 1996
Finance
Dan Dziekciowski Dan Dziekciowski's KL Financial Group Experience June 2004 - October 2004
Job Vice President, Wealth Management Portfolio Strategist at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
U.S. Bank November 2012 - December 2013
Target May 2012 - November 2012
US Bank April 2008 - May 2012
Allianz January 2005 - April 2008
St. Cloud State University August 2006 - December 2006
KL Financial Group June 2004 - October 2004
Wells Fargo November 2002 - June 2004
Wells Fargo September 2001 - November 2002
Wells Fargo November 2000 - June 2001
Skills
Financial Analysis, Financial Modeling, Equities, Portfolio Management, Asset Allocation, Bloomberg, Investments, Capital Markets, Asset Managment, Valuation, Quantitative Analytics, Fixed Income, Wealth Management, Options Strategies, Finance, Investment Management, Hedging, Alternative Investments, Hedge Funds, Equity Research, Mutual Funds, Risk Management, Structured Products, Technical Analysis, Option Valuation, Corporate Bonds, Municipal Bonds, Options, Asset Management, Financial Risk, Financial Services, Commodity, Trading Systems
Education
University of Minnesota - Carlson School of Management 2002 — 2004
M.B.A., Finance, Strategic Management
St. Cloud State University - Herberger Business School 1998 — 2000
B.S., Finance, Information Systems
Ameriprise Financial Services, Inc. January 2014 - Present
U.S. Bank November 2012 - December 2013
Target May 2012 - November 2012
US Bank April 2008 - May 2012
Allianz January 2005 - April 2008
St. Cloud State University August 2006 - December 2006
KL Financial Group June 2004 - October 2004
Wells Fargo November 2002 - June 2004
Wells Fargo September 2001 - November 2002
Wells Fargo November 2000 - June 2001
Skills
Financial Analysis, Financial Modeling, Equities, Portfolio Management, Asset Allocation, Bloomberg, Investments, Capital Markets, Asset Managment, Valuation, Quantitative Analytics, Fixed Income, Wealth Management, Options Strategies, Finance, Investment Management, Hedging, Alternative Investments, Hedge Funds, Equity Research, Mutual Funds, Risk Management, Structured Products, Technical Analysis, Option Valuation, Corporate Bonds, Municipal Bonds, Options, Asset Management, Financial Risk, Financial Services, Commodity, Trading Systems
Education
University of Minnesota - Carlson School of Management 2002 — 2004
M.B.A., Finance, Strategic Management
St. Cloud State University - Herberger Business School 1998 — 2000
B.S., Finance, Information Systems
Peter Lee's KL Financial Group Experience 2004 - 2005
Job Vice President, Global Infrastructure Projects, Americas at Natixis New York
Industry Financial Services
Experience
Natixis April 2014 - Present
Rabobank November 2010 - April 2014
GE Energy Financial Services April 2010 - October 2010
GE CAPITAL, Energy Financial Services May 2009 - March 2010
GE Energy Financial Services July 2007 - 2009
GE CAPITAL, Energy Financial Services June 2006 - August 2006
KL FINANCIAL GROUP 2004 - 2005
KL FINANCIAL GROUP 2001 - 2004
BlackRock May 1999 - February 2001
Skills
Due Diligence, Project Finance, Mergers & Acquisitions, Portfolio Management, Investments, Renewable Energy, Equities, Structured Finance, Fixed Income, Finance, Credit Analysis, Credit, Wind, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2005 — 2007
M.B.A., Finance and Management
Columbia University in the City of New York 1995 — 1999
BA, Economics-Philosophy
Natixis April 2014 - Present
Rabobank November 2010 - April 2014
GE Energy Financial Services April 2010 - October 2010
GE CAPITAL, Energy Financial Services May 2009 - March 2010
GE Energy Financial Services July 2007 - 2009
GE CAPITAL, Energy Financial Services June 2006 - August 2006
KL FINANCIAL GROUP 2004 - 2005
KL FINANCIAL GROUP 2001 - 2004
BlackRock May 1999 - February 2001
Skills
Due Diligence, Project Finance, Mergers & Acquisitions, Portfolio Management, Investments, Renewable Energy, Equities, Structured Finance, Fixed Income, Finance, Credit Analysis, Credit, Wind, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2005 — 2007
M.B.A., Finance and Management
Columbia University in the City of New York 1995 — 1999
BA, Economics-Philosophy
Jesse Montenegro's KL Financial Group Experience 2003 - 2004
Job Director, Division Finance at Carrington Mortgage Holdings
Industry Financial Services
Experience
Banc of California December 2013 - Present
Carrington Mortgage Holdings April 2012 - December 2013
Atlantic & Pacific Real Estate January 2010 - April 2012
Fremont Investment & Loan May 2005 - January 2010
KL Financial Group 2003 - 2004
Skills
Valuation, Data Analysis, Finance, Real Estate Economics, Management, Underwriting, Financial Analysis, Mortgage Lending, Budgets, Credit, Investments, Financial Modeling, Loans, Mortgage Banking
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2002
Bachelor, Finance
Banc of California December 2013 - Present
Carrington Mortgage Holdings April 2012 - December 2013
Atlantic & Pacific Real Estate January 2010 - April 2012
Fremont Investment & Loan May 2005 - January 2010
KL Financial Group 2003 - 2004
Skills
Valuation, Data Analysis, Finance, Real Estate Economics, Management, Underwriting, Financial Analysis, Mortgage Lending, Budgets, Credit, Investments, Financial Modeling, Loans, Mortgage Banking
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2002
Bachelor, Finance
Joseph Bae's KL Financial Group Experience April 2004 - March 2005
Job Region Assistant Director of Finance at Hertz
Industry Consumer Services
Experience
Hertz August 2015 - Present
Global Experience Specialists (GES) August 2005 - July 2015
KL Financial Group April 2004 - March 2005
Aon April 2003 - April 2004
Ernst & Young May 2000 - August 2001
Skills
Management, Business Planning, Financial Modeling, Event Management, Financial Analysis, Budgets, Operations Management, Contract Negotiation, Forecasting, Financial Reporting, Leadership, Process Improvement, Strategy, Logistics, Essbase, Finance, Account Management, Customer Service, Event Planning, Strategic Planning, Accounting, Pricing, Business Strategy, Analysis
Education
State University of New York at Binghamton 1996 — 2002
BA
Hertz August 2015 - Present
Global Experience Specialists (GES) August 2005 - July 2015
KL Financial Group April 2004 - March 2005
Aon April 2003 - April 2004
Ernst & Young May 2000 - August 2001
Skills
Management, Business Planning, Financial Modeling, Event Management, Financial Analysis, Budgets, Operations Management, Contract Negotiation, Forecasting, Financial Reporting, Leadership, Process Improvement, Strategy, Logistics, Essbase, Finance, Account Management, Customer Service, Event Planning, Strategic Planning, Accounting, Pricing, Business Strategy, Analysis
Education
State University of New York at Binghamton 1996 — 2002
BA
Roger Settle's KL Financial Group Experience 2002 - 2004
Job Network Manager at Kitson & Partners
Industry Human Resources
Experience
Kitson & Partners May 2011 - Present
Oasis Outsourcing April 2005 - May 2011
KL Financial Group 2002 - 2004
Vision Care Holdings 1999 - 2002
Skills
Payroll, Windows Server, Troubleshooting, Customer Service, Network Security, Servers, Networking, Security, Antivirus, Routers, Windows 7, Employee Benefits, VPN, Microsoft Office, IT Management, TCP/IP, Firewalls, Computer Hardware, System Administration, XP, Active Directory, Windows, Citrix, Network Administration, WAN, Data Center, Switches, HP, LAN-WAN, Microsoft Exchange
Education
Florida Atlantic University 1998 — 2000
N/A, General
Kitson & Partners May 2011 - Present
Oasis Outsourcing April 2005 - May 2011
KL Financial Group 2002 - 2004
Vision Care Holdings 1999 - 2002
Skills
Payroll, Windows Server, Troubleshooting, Customer Service, Network Security, Servers, Networking, Security, Antivirus, Routers, Windows 7, Employee Benefits, VPN, Microsoft Office, IT Management, TCP/IP, Firewalls, Computer Hardware, System Administration, XP, Active Directory, Windows, Citrix, Network Administration, WAN, Data Center, Switches, HP, LAN-WAN, Microsoft Exchange
Education
Florida Atlantic University 1998 — 2000
N/A, General
Eric Xu's KL Financial Group Experience June 2004 - May 2005
Job Data Scientist, Rails Developer, Mentor
Industry Internet
Experience
Outbrain February 2015 - Present
NYC Data Science Study Group December 2014 - Present
TPM Media LLC November 2013 - February 2015
New York City August 2012 - October 2013
United States July 2011 - November 2011
ESG Research, MSCI Inc. February 2009 - June 2011
Innovest Strategic Value Advisors (acquired by MSCI/RiskMetrics) August 2006 - February 2009
Carbon Disclosure Project April 2008 - September 2008
KL Financial Group June 2004 - May 2005
Skills
Financial Modeling, Socially Responsible..., Data Analysis, Data Visualization, Climate Change, Sustainability, Cleantech, Responsive Web Design, Corporate Social..., Ruby on Rails, Valuation, Test Driven Development, Backbone.js
Education
General Assembly 2014 — 2014
Other, Data Science
University of Rochester 2000 — 2004
BA, Economics, with a concentration in Computer Science
Outbrain February 2015 - Present
NYC Data Science Study Group December 2014 - Present
TPM Media LLC November 2013 - February 2015
New York City August 2012 - October 2013
United States July 2011 - November 2011
ESG Research, MSCI Inc. February 2009 - June 2011
Innovest Strategic Value Advisors (acquired by MSCI/RiskMetrics) August 2006 - February 2009
Carbon Disclosure Project April 2008 - September 2008
KL Financial Group June 2004 - May 2005
Skills
Financial Modeling, Socially Responsible..., Data Analysis, Data Visualization, Climate Change, Sustainability, Cleantech, Responsive Web Design, Corporate Social..., Ruby on Rails, Valuation, Test Driven Development, Backbone.js
Education
General Assembly 2014 — 2014
Other, Data Science
University of Rochester 2000 — 2004
BA, Economics, with a concentration in Computer Science