Loop Capital Markets
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Loop Capital Markets Employees
Employee
Years
Job
Industry
Jorian L. Seay Jorian L. Seay's Loop Capital Markets Experience July 2015 - Present
Job Marketing and Communications Associate at Loop Capital Markets
Industry Writing and Editing
Experience
Loop Capital Markets July 2015 - Present
Live Life Posh June 2014 - Present
Ebony Magazine June 2011 - June 2014
N'Digo Magazine August 2009 - January 2010
NPR August 2003 - May 2004
Skills
Writing, Copy Editing, On-camera Talent, Radio Broadcasting, Interviews, Office Administration, Journalism, Social Networking, Editing, Research, Blogging, Publications, Public Speaking, Storytelling, Magazines, Social Media, Editorial, Feature Articles, Social Media Marketing, Fundraising, AP Style, Creative Writing
Education
Columbia College Chicago 2009 — 2011
Bachelor's degree, Journalism (Magazine Writing and Editing)
Loop Capital Markets July 2015 - Present
Live Life Posh June 2014 - Present
Ebony Magazine June 2011 - June 2014
N'Digo Magazine August 2009 - January 2010
NPR August 2003 - May 2004
Skills
Writing, Copy Editing, On-camera Talent, Radio Broadcasting, Interviews, Office Administration, Journalism, Social Networking, Editing, Research, Blogging, Publications, Public Speaking, Storytelling, Magazines, Social Media, Editorial, Feature Articles, Social Media Marketing, Fundraising, AP Style, Creative Writing
Education
Columbia College Chicago 2009 — 2011
Bachelor's degree, Journalism (Magazine Writing and Editing)
William Cram, CFA William Cram, CFA's Loop Capital Markets Experience June 2003 - November 2004
Job Principal at Aristotle Capital Management
Industry Financial Services
Experience
Aristotle Capital Management, LLC January 2012 - Present
Reed, Conner & Birdwell January 2005 - December 2011
Loop Capital Markets June 2003 - November 2004
Accenture September 1995 - May 1999
Skills
Investments, Equities, Portfolio Management, Asset Managment, Investment Management, Equity Valuation, Equity Research, Financial Modeling, Stock Picking, Financial Statement..., Chartered Financial...
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance
University of Iowa 1990 — 1994
BBA, Finance
Aristotle Capital Management, LLC January 2012 - Present
Reed, Conner & Birdwell January 2005 - December 2011
Loop Capital Markets June 2003 - November 2004
Accenture September 1995 - May 1999
Skills
Investments, Equities, Portfolio Management, Asset Managment, Investment Management, Equity Valuation, Equity Research, Financial Modeling, Stock Picking, Financial Statement..., Chartered Financial...
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance
University of Iowa 1990 — 1994
BBA, Finance
Kendall Reynolds Kendall Reynolds's Loop Capital Markets Experience June 2008 - Present
Job Student at University of Southern California
Industry Retail
Experience
Loop Capital Markets June 2008 - Present
Loop Capital Markets June 2011 - August 2011
Loop Capital Markets June 2010 - August 2010
Skills
PowerPoint, Financial Modeling, Microsoft Excel, Financial Analysis, Bloomberg, Microsoft Word, Microsoft Office, Corporate Finance, Customer Service, Data Analysis, Investment Banking, Research, Investments, Public Speaking
Education
University of Southern California 2012 — 2014
DePaul University 2013 — 2013
Loop Capital Markets June 2008 - Present
Loop Capital Markets June 2011 - August 2011
Loop Capital Markets June 2010 - August 2010
Skills
PowerPoint, Financial Modeling, Microsoft Excel, Financial Analysis, Bloomberg, Microsoft Word, Microsoft Office, Corporate Finance, Customer Service, Data Analysis, Investment Banking, Research, Investments, Public Speaking
Education
University of Southern California 2012 — 2014
DePaul University 2013 — 2013
Nelson Ogbuagu's Loop Capital Markets Experience June 2013 - August 2013
Job Grinnell All Campus Events CoChair
Industry Financial Services
Experience
DigitasLBi June 2015 - August 2015
Grinnell College September 2014 - May 2015
Google August 2014 - May 2015
Grinnell College August 2014 - May 2015
Google June 2014 - August 2014
Google August 2013 - August 2013
Loop Capital Markets June 2013 - August 2013
Skills
Google Apps, Microsoft Office, Public Speaking, Community Outreach, Social Media, Strategic Planning, Event Management, Data Analysis
Education
Grinnell College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Northside College Prep High school 2008 — 2012
DigitasLBi June 2015 - August 2015
Grinnell College September 2014 - May 2015
Google August 2014 - May 2015
Grinnell College August 2014 - May 2015
Google June 2014 - August 2014
Google August 2013 - August 2013
Loop Capital Markets June 2013 - August 2013
Skills
Google Apps, Microsoft Office, Public Speaking, Community Outreach, Social Media, Strategic Planning, Event Management, Data Analysis
Education
Grinnell College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Northside College Prep High school 2008 — 2012
Nemin Amoo's Loop Capital Markets Experience June 2015 - Present
Job Relationship Banker at JPMorgan Chase & Co.
Industry Pharmaceuticals
Experience
Loop Capital Markets June 2015 - Present
JPMorgan Chase & Co. September 2014 - February 2015
Northwestern Mutual April 2013 - May 2014
RadioShack March 2012 - February 2014
RadioShack March 2012 - August 2013
AT&T February 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Sales&Marketing, Team Mentoring, Peer Tutoring, Superior organizational..., Health Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Entrepreneurship, Financial Accounting, Finance, Financial Reporting, Strategic Financial..., Leadership, Team Building, Time Management, Marketing, Insurance, Account Management, Training, Customer Retention, Social Networking, Marketing Strategy, Customer Satisfaction
Education
DePaul University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance/Marketing and pre-med
Saint Louis University 2011 — 2012
Bachelor in Science, Business, Management, Marketing, and Related Support Services
Lincoln Park High School
Lincoln Park High School
Loop Capital Markets June 2015 - Present
JPMorgan Chase & Co. September 2014 - February 2015
Northwestern Mutual April 2013 - May 2014
RadioShack March 2012 - February 2014
RadioShack March 2012 - August 2013
AT&T February 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Sales&Marketing, Team Mentoring, Peer Tutoring, Superior organizational..., Health Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Entrepreneurship, Financial Accounting, Finance, Financial Reporting, Strategic Financial..., Leadership, Team Building, Time Management, Marketing, Insurance, Account Management, Training, Customer Retention, Social Networking, Marketing Strategy, Customer Satisfaction
Education
DePaul University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance/Marketing and pre-med
Saint Louis University 2011 — 2012
Bachelor in Science, Business, Management, Marketing, and Related Support Services
Lincoln Park High School
Lincoln Park High School
Douglas Brewster's Loop Capital Markets Experience June 2012 - August 2012
Job Student at Tufts University
Industry Financial Services
Experience
Tufts University Africana Center January 2013 - Present
ComEd June 2015 - August 2015
Intel Corporation May 2014 - August 2014
Energy BBDO June 2013 - August 2013
Sponsors for Educational Opportunity May 2013 - August 2013
Loop Capital Markets June 2012 - August 2012
Loop Capital Markets June 2011 - August 2011
Loop Capital Markets June 2010 - August 2010
Loop Capital Markets June 2009 - August 2009
Skills
Banking, Equities, Investments, Fixed Income, Financial Analysis, Financial Services, Bloomberg, Investment Banking, Capital Markets, Social Networking, Advertising, Competitive Analysis, Brand Management, Account Management, Social Media Outreach, Microsoft Excel, Microsoft Office, Facebook, Customer Service, PowerPoint, Social Media, Public Speaking, Leadership, Microsoft Word
Education
Tufts University 2012 — 2015
Bachelor of Science (B.S.), Economics & Media Communications
University of Illinois at Urbana-Champaign 2011 — 2012
Advertising
Tufts University Africana Center January 2013 - Present
ComEd June 2015 - August 2015
Intel Corporation May 2014 - August 2014
Energy BBDO June 2013 - August 2013
Sponsors for Educational Opportunity May 2013 - August 2013
Loop Capital Markets June 2012 - August 2012
Loop Capital Markets June 2011 - August 2011
Loop Capital Markets June 2010 - August 2010
Loop Capital Markets June 2009 - August 2009
Skills
Banking, Equities, Investments, Fixed Income, Financial Analysis, Financial Services, Bloomberg, Investment Banking, Capital Markets, Social Networking, Advertising, Competitive Analysis, Brand Management, Account Management, Social Media Outreach, Microsoft Excel, Microsoft Office, Facebook, Customer Service, PowerPoint, Social Media, Public Speaking, Leadership, Microsoft Word
Education
Tufts University 2012 — 2015
Bachelor of Science (B.S.), Economics & Media Communications
University of Illinois at Urbana-Champaign 2011 — 2012
Advertising
Davita Lott Davita Lott's Loop Capital Markets Experience June 2011 - August 2011
Job Regional Placement Manager at 2U
Industry Hospital & Health Care
Experience
2U November 2014 - Present
Georgetown University August 2013 - November 2014
Maxim Healthcare Services November 2012 - August 2013
University of Illinois at Urbana-Champaign August 2009 - June 2012
Champaign- Urbana Public Health Distri January 2012 - May 2012
Loop Capital Markets June 2011 - August 2011
Proactive Community Service/ UIC May 2010 - August 2010
DeVry University June 2008 - January 2009
Skills
Onboarding, Applicant Tracking..., Talent Acquisition, Employee Relations, New Hire Orientations, Recruiting, Temporary Placement, Human Resources, Sourcing, Healthcare, Healthcare Management, Performance Management, Leadership Development, Employee Training, Public Speaking, Policy, Interviews, Employee Benefits, Customer Service
Education
The Catholic University of America 2012 — 2014
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Community Health Admin and finance, 3.3
2U November 2014 - Present
Georgetown University August 2013 - November 2014
Maxim Healthcare Services November 2012 - August 2013
University of Illinois at Urbana-Champaign August 2009 - June 2012
Champaign- Urbana Public Health Distri January 2012 - May 2012
Loop Capital Markets June 2011 - August 2011
Proactive Community Service/ UIC May 2010 - August 2010
DeVry University June 2008 - January 2009
Skills
Onboarding, Applicant Tracking..., Talent Acquisition, Employee Relations, New Hire Orientations, Recruiting, Temporary Placement, Human Resources, Sourcing, Healthcare, Healthcare Management, Performance Management, Leadership Development, Employee Training, Public Speaking, Policy, Interviews, Employee Benefits, Customer Service
Education
The Catholic University of America 2012 — 2014
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Community Health Admin and finance, 3.3
Corinne Charity Corinne Charity's Loop Capital Markets Experience August 2010 - June 2014
Job MBA Candidate at Harvard Business School
Industry Marketing and Advertising
Experience
General Mills June 2015 - August 2015
Loop Capital Markets August 2010 - June 2014
Education
Harvard Business School 2014 — 2016
Duke University 2006 — 2010
Bachelor of Arts (B.A.), Psychology
General Mills June 2015 - August 2015
Loop Capital Markets August 2010 - June 2014
Education
Harvard Business School 2014 — 2016
Duke University 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Susan Palacios, CFA's Loop Capital Markets Experience 2005 - April 2007
Job Financial Services Professional
Industry Financial Services
Experience
McDonald's Corporation November 2014 - Present
Pipeline Trading Systems April 2007 - December 2011
Loop Capital Markets 2005 - April 2007
Harris Investment Management 1998 - 2004
Zacks Investment Management 1996 - 1998
ZPR Investment Management 1992 - 1995
Skills
Equity Trading, Equities, Trading, Bloomberg
Education
University of Chicago 1999 — 2002
MBA, Finance
Stetson University 1989 — 1992
Bachelor of Business Administration (B.B.A.), Investments
McDonald's Corporation November 2014 - Present
Pipeline Trading Systems April 2007 - December 2011
Loop Capital Markets 2005 - April 2007
Harris Investment Management 1998 - 2004
Zacks Investment Management 1996 - 1998
ZPR Investment Management 1992 - 1995
Skills
Equity Trading, Equities, Trading, Bloomberg
Education
University of Chicago 1999 — 2002
MBA, Finance
Stetson University 1989 — 1992
Bachelor of Business Administration (B.B.A.), Investments
Todd Mayfield Todd Mayfield's Loop Capital Markets Experience January 2000 - September 2014
Job Owner Pill Hill Publishing / Institutional Sales Professional Capital Markets
Industry Capital Markets
Experience
Pill Hill Publishing December 2014 - Present
Loop Capital Markets January 2000 - September 2014
Cantor Fitzgerald June 1997 - August 1998
Curtom Records of Atlanta, Inc. June 1990 - March 1997
Northern Trust 1987 - 1990
Skills
Financial Analysis, Fixed Income, Bonds, Capital Markets, Trading, Investments, Securities, Bloomberg, Investment Banking, Public Speaking, Program Management, Customer Service, Series 7, Strategic Planning, Management, Asset Management, Team Building, Business Development, Leadership
Education
Morehouse College 1983 — 1987
Bachelor of Arts (B.A.), Banking/Finance
Kenwood Academy 1980 — 1983
St. Ignatius College Prep 1979 — 1980
Pill Hill Publishing December 2014 - Present
Loop Capital Markets January 2000 - September 2014
Cantor Fitzgerald June 1997 - August 1998
Curtom Records of Atlanta, Inc. June 1990 - March 1997
Northern Trust 1987 - 1990
Skills
Financial Analysis, Fixed Income, Bonds, Capital Markets, Trading, Investments, Securities, Bloomberg, Investment Banking, Public Speaking, Program Management, Customer Service, Series 7, Strategic Planning, Management, Asset Management, Team Building, Business Development, Leadership
Education
Morehouse College 1983 — 1987
Bachelor of Arts (B.A.), Banking/Finance
Kenwood Academy 1980 — 1983
St. Ignatius College Prep 1979 — 1980
Kyle Hayes's Loop Capital Markets Experience March 2012 - March 2012
Job Graduate Assistant| University Advancement Communications at Lewis University
Industry Public Relations and Communications
Experience
Lewis University August 2014 - Present
Photogenic Inc June 2012 - August 2013
Forest Preserve District of Cook County May 2014 - August 2014
Lewis University: Andrew Center for Electronic Media September 2013 - May 2014
Lewis University Athletics August 2013 - May 2014
Lewis University Residence Life August 2012 - May 2014
Lewis University May 2013 - August 2013
Lewis University Athletics September 2011 - May 2013
Loop Capital Markets March 2012 - March 2012
Skills
Journalism, Final Cut Pro, AP Style, InDesign, PowerPoint, Public Speaking, Social Media Marketing, Marketing, Microsoft Office, Social Media, Sports Writing, Avid Media Composer, Audio Vault, Graphic Design, Online Journalism, Publications Production, Online Marketing, Blogging, Promotions, Online Advertising, Online Publishing, News Writing, Photoshop, Sports Coverage, Illustrator, Camera Operation, Broadcast Television, Television Production, Broadcast Writing, Interviews
Education
Lewis University 2014 — 2015
Master’s Degree, Organizational Leadership (Organizational Management/Higher EducationStudent Services)
Lewis University 2010 — 2014
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Lewis University August 2014 - Present
Photogenic Inc June 2012 - August 2013
Forest Preserve District of Cook County May 2014 - August 2014
Lewis University: Andrew Center for Electronic Media September 2013 - May 2014
Lewis University Athletics August 2013 - May 2014
Lewis University Residence Life August 2012 - May 2014
Lewis University May 2013 - August 2013
Lewis University Athletics September 2011 - May 2013
Loop Capital Markets March 2012 - March 2012
Skills
Journalism, Final Cut Pro, AP Style, InDesign, PowerPoint, Public Speaking, Social Media Marketing, Marketing, Microsoft Office, Social Media, Sports Writing, Avid Media Composer, Audio Vault, Graphic Design, Online Journalism, Publications Production, Online Marketing, Blogging, Promotions, Online Advertising, Online Publishing, News Writing, Photoshop, Sports Coverage, Illustrator, Camera Operation, Broadcast Television, Television Production, Broadcast Writing, Interviews
Education
Lewis University 2014 — 2015
Master’s Degree, Organizational Leadership (Organizational Management/Higher EducationStudent Services)
Lewis University 2010 — 2014
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Molly Spalding Molly Spalding's Loop Capital Markets Experience June 2012 - August 2012
Job Trader at Gelber Group LLC
Industry Financial Services
Experience
Gelber Group LLC November 2013 - Present
Quicken Loans May 2013 - August 2013
Loop Capital Markets June 2012 - August 2012
International Student Volunteers August 2010 - December 2011
UBELONG April 2011 - May 2011
Skills
Spanish, Facebook, Social Media, Public Speaking, Social Networking, PowerPoint, Intercultural..., Microsoft Office, Customer Service, Research, Time Management, Stata, Nonprofits
Education
University of Michigan 2009 — 2013
Bachelors, Economics and International Studies
Universidad Internacional Menéndez Pelayo 2012 — 2012
London School of Economics and Political Science 2011 — 2011
Marketing
New Trier Township High School 2005 — 2009
Gelber Group LLC November 2013 - Present
Quicken Loans May 2013 - August 2013
Loop Capital Markets June 2012 - August 2012
International Student Volunteers August 2010 - December 2011
UBELONG April 2011 - May 2011
Skills
Spanish, Facebook, Social Media, Public Speaking, Social Networking, PowerPoint, Intercultural..., Microsoft Office, Customer Service, Research, Time Management, Stata, Nonprofits
Education
University of Michigan 2009 — 2013
Bachelors, Economics and International Studies
Universidad Internacional Menéndez Pelayo 2012 — 2012
London School of Economics and Political Science 2011 — 2011
Marketing
New Trier Township High School 2005 — 2009
Serena Ziqing Fu's Loop Capital Markets Experience June 2015 - August 2015
Job Student at Northwestern University
Industry Investment Banking
Experience
Kellogg School of Management October 2014 - Present
Loop Capital Markets June 2015 - August 2015
Hang Seng Bank August 2014 - August 2014
Skills
Matlab, Data Analysis, Statistics, Mandarin, Japanese, R, Stata
Education
Northwestern University 2013 — 2017
Bachelor of Science (B.S.), Industrial Engineering, Computer Science
Northwestern University - Kellogg School of Management 2015 — 2016
Certificate Program for Undergraduates - Financial Economics
Hokkaido International Foundation 2014 — 2014
Summer Study Abroad, Japanese Language and Culture, A
Kellogg School of Management October 2014 - Present
Loop Capital Markets June 2015 - August 2015
Hang Seng Bank August 2014 - August 2014
Skills
Matlab, Data Analysis, Statistics, Mandarin, Japanese, R, Stata
Education
Northwestern University 2013 — 2017
Bachelor of Science (B.S.), Industrial Engineering, Computer Science
Northwestern University - Kellogg School of Management 2015 — 2016
Certificate Program for Undergraduates - Financial Economics
Hokkaido International Foundation 2014 — 2014
Summer Study Abroad, Japanese Language and Culture, A
Ariana Rincon Ariana Rincon's Loop Capital Markets Experience September 2013 - December 2013
Job Student at The College of William and Mary
Industry
Experience
Media Services August 2012 - May 2014
Math Resource Center April 2011 - May 2014
Loop Capital Markets September 2013 - December 2013
Fisher Financial Partners, Inc. May 2013 - August 2013
Statistics Teacher Assistant January 2013 - June 2013
Richter Scholar Program May 2011 - July 2011
Skills
Microsoft Excel, Python, Research, Web Programming, Stata, Microsoft Office, JavaScript, Bloomberg Software, QuickBooks
Education
The College of William and Mary - The Mason School of Business 2014 — 2015
Master's Degree, Accounting
Lake Forest College 2010 — 2014
Bachelor's degree, Finance and Mathematics, Senior
Media Services August 2012 - May 2014
Math Resource Center April 2011 - May 2014
Loop Capital Markets September 2013 - December 2013
Fisher Financial Partners, Inc. May 2013 - August 2013
Statistics Teacher Assistant January 2013 - June 2013
Richter Scholar Program May 2011 - July 2011
Skills
Microsoft Excel, Python, Research, Web Programming, Stata, Microsoft Office, JavaScript, Bloomberg Software, QuickBooks
Education
The College of William and Mary - The Mason School of Business 2014 — 2015
Master's Degree, Accounting
Lake Forest College 2010 — 2014
Bachelor's degree, Finance and Mathematics, Senior
Salwa Shameem's Loop Capital Markets Experience June 2015 - Present
Job Investment Banking Analytics Summer Associate at Loop Capital Markets
Industry International Affairs
Experience
Loop Capital Markets June 2015 - Present
University of Chicago Fiscal Austerity and Urban Innovation Analysis January 2015 - Present
University of Chicago Center for Policy Entrepreneurship January 2015 - Present
Chicago Policy Review 2015 - Present
Brickfish May 2014 - August 2014
University of Illinois at Chicago Economics Club August 2012 - May 2013
Clinton Global Initiative March 2012 - December 2012
Draftfcb June 2012 - August 2012
Skills
Research, Social Media, Stata, SPSS, MRI Software, comScore
Education
Harris School of Public Policy at the University of Chicago 2014 — 2016
Master of Public Policy Candidate, International Economics
University of Illinois at Chicago 2009 — 2013
Bachelor of Arts, Economics, Political Science
Loop Capital Markets June 2015 - Present
University of Chicago Fiscal Austerity and Urban Innovation Analysis January 2015 - Present
University of Chicago Center for Policy Entrepreneurship January 2015 - Present
Chicago Policy Review 2015 - Present
Brickfish May 2014 - August 2014
University of Illinois at Chicago Economics Club August 2012 - May 2013
Clinton Global Initiative March 2012 - December 2012
Draftfcb June 2012 - August 2012
Skills
Research, Social Media, Stata, SPSS, MRI Software, comScore
Education
Harris School of Public Policy at the University of Chicago 2014 — 2016
Master of Public Policy Candidate, International Economics
University of Illinois at Chicago 2009 — 2013
Bachelor of Arts, Economics, Political Science
Kristana Piechocki Kristana Piechocki's Loop Capital Markets Experience June 2013 - August 2013
Job Small Business Specialist at ADP
Industry Human Resources
Experience
ADP June 2014 - Present
Loop Capital Markets June 2013 - August 2013
Advanced Resources May 2013 - June 2013
Res Publica Group June 2011 - August 2011
Skills
Work Ethic, Social Media, Social Networking, Marketing Communications, Marketing, Strategic Communications, Superior Communications..., Leadership, Team Leadership, Teamwork, Time Management, Strategy, Sales, Social Media Marketing
Education
University of Iowa 2010 — 2014
Bachelor's degree, Communication, General
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, Senior
Consortium of Universities for International Studies 2013 — 2013
Business Marketing and Communication Studies
ADP June 2014 - Present
Loop Capital Markets June 2013 - August 2013
Advanced Resources May 2013 - June 2013
Res Publica Group June 2011 - August 2011
Skills
Work Ethic, Social Media, Social Networking, Marketing Communications, Marketing, Strategic Communications, Superior Communications..., Leadership, Team Leadership, Teamwork, Time Management, Strategy, Sales, Social Media Marketing
Education
University of Iowa 2010 — 2014
Bachelor's degree, Communication, General
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, Senior
Consortium of Universities for International Studies 2013 — 2013
Business Marketing and Communication Studies
Devon Olivier Devon Olivier's Loop Capital Markets Experience June 2013 - July 2014
Job Investment Banking Associate at Crédit Agricole
Industry Investment Banking
Experience
Crédit Agricole July 2014 - Present
Loop Capital Markets June 2013 - July 2014
Columbia University September 2011 - May 2014
Aaron Properties January 2008 - January 2009
Skills
Research, Economics, Statistics, Stata, Econometrics, Microsoft Excel, Financial Modeling, Spanish, PowerPoint, Microsoft Word, Qualitative Research, Macroeconomics, Investments, Analytic Problem Solving, Higher Education, Critical Thinking, Politics, Analysis, International Relations, Bloomberg Terminal, Financial Analysis, Quantitative Analytics, Eviews, Bloomberg, Mathematics, Writing, Valuation, SNL, ThomsonOne, Investment Banking
Education
Columbia University in the City of New York 2011 — 2014
Bachelor's Degree, Financial Economics
Mott Community College 2009 — 2011
Associate of Arts (A.A.), Economics/Business, 4.0
Crédit Agricole July 2014 - Present
Loop Capital Markets June 2013 - July 2014
Columbia University September 2011 - May 2014
Aaron Properties January 2008 - January 2009
Skills
Research, Economics, Statistics, Stata, Econometrics, Microsoft Excel, Financial Modeling, Spanish, PowerPoint, Microsoft Word, Qualitative Research, Macroeconomics, Investments, Analytic Problem Solving, Higher Education, Critical Thinking, Politics, Analysis, International Relations, Bloomberg Terminal, Financial Analysis, Quantitative Analytics, Eviews, Bloomberg, Mathematics, Writing, Valuation, SNL, ThomsonOne, Investment Banking
Education
Columbia University in the City of New York 2011 — 2014
Bachelor's Degree, Financial Economics
Mott Community College 2009 — 2011
Associate of Arts (A.A.), Economics/Business, 4.0
Wiiliam Sadowski's Loop Capital Markets Experience January 1998 - June 2013
Job Successful Municipal Bond Executive
Industry Financial Services
Experience
Loop Capital Markets January 1998 - June 2013
Paine Webber 1972 - 1997
Skills
Fixed Income, Investment Banking, Capital Markets, Series 7, Securities, Municipal Bonds, Risk Management, Derivatives, Financial Structuring, Credit, Bloomberg, Bonds, Equities
Education
Boston College 1961 — 1965
Marketing
Loop Capital Markets January 1998 - June 2013
Paine Webber 1972 - 1997
Skills
Fixed Income, Investment Banking, Capital Markets, Series 7, Securities, Municipal Bonds, Risk Management, Derivatives, Financial Structuring, Credit, Bloomberg, Bonds, Equities
Education
Boston College 1961 — 1965
Marketing
Tiffany Glover Tiffany Glover's Loop Capital Markets Experience May 2011 - May 2012
Job Financial Services Professional
Industry Financial Services
Experience
BP 2014 - 2014
Loop Capital Markets May 2011 - May 2012
Skills
Trading, Equities, Accounting, Payments, Back Office, Settlement, Financial Analysis, Management, Finance, Microsoft Office
Education
Chicago State University
BP 2014 - 2014
Loop Capital Markets May 2011 - May 2012
Skills
Trading, Equities, Accounting, Payments, Back Office, Settlement, Financial Analysis, Management, Finance, Microsoft Office
Education
Chicago State University
Lauretta Wild Lauretta Wild's Loop Capital Markets Experience February 2012 - June 2015
Job MBA Candidate at Carnegie Mellon University, Tepper School of Business
Industry Financial Services
Victoria Bills's Loop Capital Markets Experience June 2015 - August 2015
Job Economics Student at Babson College
Industry Financial Services
Experience
Loop Capital Markets June 2015 - August 2015
Babson College August 2014 - November 2014
Ariel Investments June 2014 - August 2014
Babson Undergraduate Center for Career Development September 2013 - May 2014
RegentAtlantic June 2013 - August 2013
Babson College September 2012 - April 2013
Ariel Investments May 2012 - May 2012
Skills
Sales Presentations, Business Analysis, Marketing Communications, Sustainability, Team Leadership, Comparative Market..., Executive Writing, Quantitative Research, Investments, Press Releases, Microsoft Office, Microsoft CRM, Grand Strategy, Op-eds, Stock Picking, Diversity & Inclusion, Volunteering
Education
Babson College 2012 — 2016
Bachelor of Science (BS) in Business Management, Global Business Management and Economics
University of Chicago 2012 — 2012
Japanese 10100 and 10200
University of Chicago Laboratory Schools 2008 — 2012
High School Diploma, GED, High School
Loop Capital Markets June 2015 - August 2015
Babson College August 2014 - November 2014
Ariel Investments June 2014 - August 2014
Babson Undergraduate Center for Career Development September 2013 - May 2014
RegentAtlantic June 2013 - August 2013
Babson College September 2012 - April 2013
Ariel Investments May 2012 - May 2012
Skills
Sales Presentations, Business Analysis, Marketing Communications, Sustainability, Team Leadership, Comparative Market..., Executive Writing, Quantitative Research, Investments, Press Releases, Microsoft Office, Microsoft CRM, Grand Strategy, Op-eds, Stock Picking, Diversity & Inclusion, Volunteering
Education
Babson College 2012 — 2016
Bachelor of Science (BS) in Business Management, Global Business Management and Economics
University of Chicago 2012 — 2012
Japanese 10100 and 10200
University of Chicago Laboratory Schools 2008 — 2012
High School Diploma, GED, High School
Damani Bolden's Loop Capital Markets Experience June 2010 - August 2010
Job Student Senator at University of Illinois at UrbanaChampaign
Industry Government Administration
Experience
University of Illinois at Urbana-Champaign 2011 - Present
Loop Capital Markets June 2010 - August 2010
Chicago Public Schools October 2009 - July 2010
The Mikva Challenge May 2008 - October 2009
St. Ignatius College Prep 2004 - 2006
Education
University of Illinois at Urbana-Champaign 2010 — 2014
B.S., Economics w/a concentration in Public Policy and Law
University of Illinois at Urbana-Champaign 2011 - Present
Loop Capital Markets June 2010 - August 2010
Chicago Public Schools October 2009 - July 2010
The Mikva Challenge May 2008 - October 2009
St. Ignatius College Prep 2004 - 2006
Education
University of Illinois at Urbana-Champaign 2010 — 2014
B.S., Economics w/a concentration in Public Policy and Law
Jessica Jefferies's Loop Capital Markets Experience February 2011 - Present
Job Senior Staff Accountant
Industry Accounting
Experience
Loop Capital Markets February 2011 - Present
Education
Kentucky State University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Loop Capital Markets February 2011 - Present
Education
Kentucky State University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
David Driver David Driver's Loop Capital Markets Experience November 2005 - January 2007
Job Senior InterestRate Trading and Risk Management Strategist
Industry Financial Services
Experience
"Bond Bears" Trading Club 2014 - Present
TJM Institutional Services April 2012 - December 2012
Visionary Forex February 2008 - December 2010
Loop Capital Markets November 2005 - January 2007
Prudential Bache Financial 1998 - 2005
Noble Press 1989 - 1998
Merrill Lynch Capital Markets 1980 - 1989
Baxter International Inc. 1978 - 1980
Arthur Young August 1976 - September 1978
Skills
Hedging, Trading, Commodities, Risk Management, Fixed Income, FX, Options, Asset Management, Alternative Investments, Derivatives, Trading Systems, Asset Managment, FX Options, Commodity, Hedge Funds, Currency, Swaps, Financial Services, Financial Markets, Equities, Finance, Series 7, Foreign Exchange, Mutual Funds, Investments, Portfolio Management, Securities, Bonds, Banking, Series 63, FX trading, Bloomberg, ETFs, Equity Trading, Financial Risk, Capital Markets, FINRA, Electronic Trading, Financial Modeling, Valuation, Investment Management, Asset Allocation, Investment Banking, Equity Derivatives, Wealth Management, Financial Structuring, Investment Advisory, Structured Finance, Equity Research, Investment Strategies
Education
The University of Chicago - Booth School of Business 1976 — 1979
MBA, Finance/Economics
Bradley University 1972 — 1976
BS in, Accounting
"Bond Bears" Trading Club 2014 - Present
TJM Institutional Services April 2012 - December 2012
Visionary Forex February 2008 - December 2010
Loop Capital Markets November 2005 - January 2007
Prudential Bache Financial 1998 - 2005
Noble Press 1989 - 1998
Merrill Lynch Capital Markets 1980 - 1989
Baxter International Inc. 1978 - 1980
Arthur Young August 1976 - September 1978
Skills
Hedging, Trading, Commodities, Risk Management, Fixed Income, FX, Options, Asset Management, Alternative Investments, Derivatives, Trading Systems, Asset Managment, FX Options, Commodity, Hedge Funds, Currency, Swaps, Financial Services, Financial Markets, Equities, Finance, Series 7, Foreign Exchange, Mutual Funds, Investments, Portfolio Management, Securities, Bonds, Banking, Series 63, FX trading, Bloomberg, ETFs, Equity Trading, Financial Risk, Capital Markets, FINRA, Electronic Trading, Financial Modeling, Valuation, Investment Management, Asset Allocation, Investment Banking, Equity Derivatives, Wealth Management, Financial Structuring, Investment Advisory, Structured Finance, Equity Research, Investment Strategies
Education
The University of Chicago - Booth School of Business 1976 — 1979
MBA, Finance/Economics
Bradley University 1972 — 1976
BS in, Accounting
Julie Caldwell Julie Caldwell's Loop Capital Markets Experience 2012 - 2012
Job
Industry Capital Markets
Experience
Credit Suisse November 2014 - Present
GE Capital October 2012 - November 2014
Loop Capital Markets 2012 - 2012
Aladdin Capital LLC 2011 - 2011
Kaufman Bros. 2009 - 2011
Ramirez & Co., Inc. 2007 - 2008
Skills
Equity Valuation, Mergers, M&A experience, High Yield, Business Valuation, Credit Analysis, Strategy, Financial Structuring, Investment Strategies, Investment Management, Bonds, Debt, Bond Pricing, Corporate Advisory, Bond Markets, Securitization, Cash Management, Mergers & Acquisitions, Treasury, Equity Capital Markets, Interest Rate Risk..., DCM, Acquisition Integration, Value Investing, IPO, Capital Structure, Capital Raising, Liquidity Management, Fixed Income Portfolio..., Option Valuation, Fixed Income Strategies, Investment Policy, Option Pricing Models, FX Derivatives, Interest Rate Hedging, Capital Markets, Investment Banking, Investments, Corporate Finance, Valuation, Financial Modeling, Fixed Income, Asset Management, Finance, Portfolio Management
Education
McGill University 2005 — 2009
BCom, Finance and Accounting
Credit Suisse November 2014 - Present
GE Capital October 2012 - November 2014
Loop Capital Markets 2012 - 2012
Aladdin Capital LLC 2011 - 2011
Kaufman Bros. 2009 - 2011
Ramirez & Co., Inc. 2007 - 2008
Skills
Equity Valuation, Mergers, M&A experience, High Yield, Business Valuation, Credit Analysis, Strategy, Financial Structuring, Investment Strategies, Investment Management, Bonds, Debt, Bond Pricing, Corporate Advisory, Bond Markets, Securitization, Cash Management, Mergers & Acquisitions, Treasury, Equity Capital Markets, Interest Rate Risk..., DCM, Acquisition Integration, Value Investing, IPO, Capital Structure, Capital Raising, Liquidity Management, Fixed Income Portfolio..., Option Valuation, Fixed Income Strategies, Investment Policy, Option Pricing Models, FX Derivatives, Interest Rate Hedging, Capital Markets, Investment Banking, Investments, Corporate Finance, Valuation, Financial Modeling, Fixed Income, Asset Management, Finance, Portfolio Management
Education
McGill University 2005 — 2009
BCom, Finance and Accounting
Tim Hacker Tim Hacker's Loop Capital Markets Experience June 2013 - August 2013
Job Asset Servicing Media Relations Director at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation December 2013 - Present
StudyPoint September 2010 - April 2014
Remilon, LLC January 2013 - September 2013
Loop Capital Markets June 2013 - August 2013
Environmental Law & Policy Center January 2013 - May 2013
Loyola University Chicago August 2011 - May 2013
Skokie Park District June 2011 - November 2012
Skills
Research, Nonprofits, Policy Analysis, Community Outreach, Microsoft Office, Public Policy, SPSS, Data Analysis, Higher Education, Writing, Stata, Presentations, Event Management, Financial Analysis, Editing, Social Media, Policy, Budget Forecasts, Academic Tutoring, Teaching Writing, Media Relations
Education
Loyola University Chicago 2011 — 2013
Master of Public Policy (MPP), Magna cum laude
Lake Forest College 2006 — 2009
Bachelor of Arts (B.A.), Religion, Summa cum laude
Niles West High School 2002 — 2006
3.9 GPA
Northern Trust Corporation December 2013 - Present
StudyPoint September 2010 - April 2014
Remilon, LLC January 2013 - September 2013
Loop Capital Markets June 2013 - August 2013
Environmental Law & Policy Center January 2013 - May 2013
Loyola University Chicago August 2011 - May 2013
Skokie Park District June 2011 - November 2012
Skills
Research, Nonprofits, Policy Analysis, Community Outreach, Microsoft Office, Public Policy, SPSS, Data Analysis, Higher Education, Writing, Stata, Presentations, Event Management, Financial Analysis, Editing, Social Media, Policy, Budget Forecasts, Academic Tutoring, Teaching Writing, Media Relations
Education
Loyola University Chicago 2011 — 2013
Master of Public Policy (MPP), Magna cum laude
Lake Forest College 2006 — 2009
Bachelor of Arts (B.A.), Religion, Summa cum laude
Niles West High School 2002 — 2006
3.9 GPA
Min Guo, CFA's Loop Capital Markets Experience 2002 - 2007
Job Director of Strategic Financing at Lennar
Industry Investment Banking
Experience
Lennar 2013 - Present
The Hina Group 2011 - 2013
State Grid International Development Limited 2009 - 2010
Goldman Sachs Gao Hua Securities 2007 - 2009
Loop Capital Markets 2002 - 2007
Credit Suisse First Boston 2001 - 2002
Skills
Investment Banking, Private Equity, Corporate Finance, Financial Structuring, Mergers & Acquisitions, Finance, Investments, Financial Modeling, Venture Capital, Strategy, Financial Analysis, Business Development, Corporate Development, Capital Raising, Valuation
Education
Northwestern University 1999 — 2001
MBA, Kellogg Graduate School of Management
Peking University
BS, Information Science
University of Illinois at Urbana-Champaign
MS, Advertising
Lennar 2013 - Present
The Hina Group 2011 - 2013
State Grid International Development Limited 2009 - 2010
Goldman Sachs Gao Hua Securities 2007 - 2009
Loop Capital Markets 2002 - 2007
Credit Suisse First Boston 2001 - 2002
Skills
Investment Banking, Private Equity, Corporate Finance, Financial Structuring, Mergers & Acquisitions, Finance, Investments, Financial Modeling, Venture Capital, Strategy, Financial Analysis, Business Development, Corporate Development, Capital Raising, Valuation
Education
Northwestern University 1999 — 2001
MBA, Kellogg Graduate School of Management
Peking University
BS, Information Science
University of Illinois at Urbana-Champaign
MS, Advertising
Altinase A. Thomas, M.A. Altinase A. Thomas, M.A.'s Loop Capital Markets Experience March 2015 - Present
Job Human Resources Professional
Industry Human Resources
Experience
Loop Capital Markets March 2015 - Present
Loop Capital Markets November 2012 - Present
Northwestern University August 2011 - November 2012
Northwestern University January 2011 - April 2011
Kaplan Higher Education September 2010 - December 2010
The Personnel Board of Jefferson County March 2010 - March 2010
Skills
Benefits Administration, Recruiting, Training, PeopleSoft, ADP Payroll, Data Analysis, Exit Surveys, HRIS, Employee Benefits, Customer Service, Program Management, Performance Management, Employee Relations, Organizational..., Talent Management
Education
The Chicago School of Professional Psychology 2008 — 2010
Master of Arts, Industrial/Organizational Psychology
Virginia State University 2002 — 2006
Bachelor of Science, Psychology
Loop Capital Markets March 2015 - Present
Loop Capital Markets November 2012 - Present
Northwestern University August 2011 - November 2012
Northwestern University January 2011 - April 2011
Kaplan Higher Education September 2010 - December 2010
The Personnel Board of Jefferson County March 2010 - March 2010
Skills
Benefits Administration, Recruiting, Training, PeopleSoft, ADP Payroll, Data Analysis, Exit Surveys, HRIS, Employee Benefits, Customer Service, Program Management, Performance Management, Employee Relations, Organizational..., Talent Management
Education
The Chicago School of Professional Psychology 2008 — 2010
Master of Arts, Industrial/Organizational Psychology
Virginia State University 2002 — 2006
Bachelor of Science, Psychology
Glyn Sweets Glyn Sweets's Loop Capital Markets Experience March 2011 - Present
Job Marketing and Communications Associate
Industry Public Relations and Communications
Experience
Loop Capital Markets March 2011 - Present
Loop Capital Markets May 2010 - March 2011
Loop Capital Markets April 2008 - May 2010
Washington Metropolitan Scholars August 2007 - October 2007
Education
Stanford University 2002 — 2006
Bachelor of Arts (B.A.), English
Loop Capital Markets March 2011 - Present
Loop Capital Markets May 2010 - March 2011
Loop Capital Markets April 2008 - May 2010
Washington Metropolitan Scholars August 2007 - October 2007
Education
Stanford University 2002 — 2006
Bachelor of Arts (B.A.), English
Sheldon Welch Sheldon Welch's Loop Capital Markets Experience June 2007 - December 2008
Job Logistics & Compliance Specialist
Industry Sporting Goods
Experience
Yakima Products August 2013 - Present
Boeing May 2012 - August 2013
Boeing May 2011 - August 2011
Boeing May 2010 - August 2010
Loop Capital Markets June 2007 - December 2008
Fifth Third Bank June 2008 - August 2008
Youth About Business June 2006 - June 2008
Skills
Data Analysis, Purchasing, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Strategic Planning, Customer Service, Financial Modeling, Risk Management, Microsoft Word, Process Improvement, Cost Benefit, Public Speaking, Corporate Finance, Management, Strategy, Procurement, Analysis, Program Management, Supply Chain Management, Logistics, Supply Chain, Strategic Sourcing
Education
Tennessee State University 2008 — 2012
Bachelors, Supply Chain Management & International Business, 3.75 out of 4.0
Tennessee State University (TSU) 2008 — 2012
E, Economics/Finance w/ International Business; Business Supply Chain Management
Whitney M, Young High School 2004 — 2008
High School Diploma
Yakima Products August 2013 - Present
Boeing May 2012 - August 2013
Boeing May 2011 - August 2011
Boeing May 2010 - August 2010
Loop Capital Markets June 2007 - December 2008
Fifth Third Bank June 2008 - August 2008
Youth About Business June 2006 - June 2008
Skills
Data Analysis, Purchasing, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Strategic Planning, Customer Service, Financial Modeling, Risk Management, Microsoft Word, Process Improvement, Cost Benefit, Public Speaking, Corporate Finance, Management, Strategy, Procurement, Analysis, Program Management, Supply Chain Management, Logistics, Supply Chain, Strategic Sourcing
Education
Tennessee State University 2008 — 2012
Bachelors, Supply Chain Management & International Business, 3.75 out of 4.0
Tennessee State University (TSU) 2008 — 2012
E, Economics/Finance w/ International Business; Business Supply Chain Management
Whitney M, Young High School 2004 — 2008
High School Diploma
Chris Arthur's Loop Capital Markets Experience January 2015 - Present
Job Investment Banking Analyst at Loop Capital Markets
Industry Investment Banking
Experience
Loop Capital Markets January 2015 - Present
Rutgers Learning Center January 2014 - December 2014
Rutgers Newark Computing Services January 2012 - December 2014
iCIMS June 2014 - August 2014
Rutgers Institute of Ethical Leadership September 2011 - December 2013
KPMG US June 2013 - August 2013
KPMG US June 2012 - August 2012
Rutgers Business School - Scholars Training and Enrichment Program June 2011 - August 2011
Rutgers Business School September 2010 - May 2011
Skills
Financial Modeling, Investment Banking, Derivatives, Fixed Income, Equities, Analysis, Microsoft Office, Accounting, Management, Leadership, Time Management, Research, Microsoft Word, Program Management, Windows, Customer Service, Mac OS, Team Leadership, Financial Analysis, Access
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2014
Bachelor of Science, Finance, Accounting and Economics
Loop Capital Markets January 2015 - Present
Rutgers Learning Center January 2014 - December 2014
Rutgers Newark Computing Services January 2012 - December 2014
iCIMS June 2014 - August 2014
Rutgers Institute of Ethical Leadership September 2011 - December 2013
KPMG US June 2013 - August 2013
KPMG US June 2012 - August 2012
Rutgers Business School - Scholars Training and Enrichment Program June 2011 - August 2011
Rutgers Business School September 2010 - May 2011
Skills
Financial Modeling, Investment Banking, Derivatives, Fixed Income, Equities, Analysis, Microsoft Office, Accounting, Management, Leadership, Time Management, Research, Microsoft Word, Program Management, Windows, Customer Service, Mac OS, Team Leadership, Financial Analysis, Access
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2014
Bachelor of Science, Finance, Accounting and Economics
Anhtriet Tran's Loop Capital Markets Experience March 2015 - Present
Job Investment Banking Analyst at Loop Capital Markets
Industry Investment Banking
Experience
Loop Capital Markets March 2015 - Present
Fifth Third Bank June 2013 - March 2015
GE Capital June 2012 - August 2012
Mercer June 2011 - August 2011
Skills
Microsoft Excel, Credit Analysis, Leveraged Finance, LBO Modeling, Financial Analysis, Financial Modeling, Capital IQ, Risk Management, Fixed Income Analysis, Valuation, Statistical Modeling, VBA, Distressed Debt, Commercial Lending, LBO, Sales, Corporate Finance, Investment Banking
Education
Indiana University - Kelley School of Business 2009 — 2013
Economic Consulting, Business Economics and Public Policy
Streamwood High School 2005 — 2009
General Studies
Loop Capital Markets March 2015 - Present
Fifth Third Bank June 2013 - March 2015
GE Capital June 2012 - August 2012
Mercer June 2011 - August 2011
Skills
Microsoft Excel, Credit Analysis, Leveraged Finance, LBO Modeling, Financial Analysis, Financial Modeling, Capital IQ, Risk Management, Fixed Income Analysis, Valuation, Statistical Modeling, VBA, Distressed Debt, Commercial Lending, LBO, Sales, Corporate Finance, Investment Banking
Education
Indiana University - Kelley School of Business 2009 — 2013
Economic Consulting, Business Economics and Public Policy
Streamwood High School 2005 — 2009
General Studies
William Matthews William Matthews's Loop Capital Markets Experience January 2010 - January 2010
Job Account Executive at Travelers
Industry Financial Services
Experience
Travelers April 2015 - Present
Travelers June 2012 - March 2015
Travelers July 2011 - June 2012
Identify Illinois August 2008 - May 2011
National Black MBA Association December 2009 - November 2010
Travelers June 2010 - August 2010
Loop Capital Markets January 2010 - January 2010
Skills
Financial Analysis
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science, Finance
North Park University 2007 — 2007
Travelers April 2015 - Present
Travelers June 2012 - March 2015
Travelers July 2011 - June 2012
Identify Illinois August 2008 - May 2011
National Black MBA Association December 2009 - November 2010
Travelers June 2010 - August 2010
Loop Capital Markets January 2010 - January 2010
Skills
Financial Analysis
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science, Finance
North Park University 2007 — 2007
Ren Zamora Ren Zamora's Loop Capital Markets Experience March 2003 - April 2005
Job Chief Financial Officer
Industry Executive Office
Experience
National Credit Adjusters June 2014 - Present
Rausch, Sturm, Israel, Enerson & Hornik LLC August 2011 - March 2014
Encore Capital Group October 2005 - August 2011
Loop Capital Markets March 2003 - April 2005
Wachovia, A Wells Fargo Company June 2000 - November 2002
Hewlett-Packard June 1999 - August 1999
Dell Perot Systems November 1996 - December 1998
Price Waterhouse Coopers September 1993 - November 1996
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Due Diligence, Mergers & Acquisitions, Valuation, Financial Reporting, Management, US GAAP, Private Equity, Managerial Finance, Risk Management, SEC filings, Financial Services, Equity Research, Internal Controls, Accounting, Finance, Strategic Financial..., Executive Management, GAAP, Sarbanes-Oxley Act, Auditing, Cash Flow, Acquisition Integration, IPO
Education
University of Virginia Darden School of Business 1998 — 2000
MBA
Georgetown University - The McDonough School of Business 1989 — 1993
BSBA
National Credit Adjusters June 2014 - Present
Rausch, Sturm, Israel, Enerson & Hornik LLC August 2011 - March 2014
Encore Capital Group October 2005 - August 2011
Loop Capital Markets March 2003 - April 2005
Wachovia, A Wells Fargo Company June 2000 - November 2002
Hewlett-Packard June 1999 - August 1999
Dell Perot Systems November 1996 - December 1998
Price Waterhouse Coopers September 1993 - November 1996
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Due Diligence, Mergers & Acquisitions, Valuation, Financial Reporting, Management, US GAAP, Private Equity, Managerial Finance, Risk Management, SEC filings, Financial Services, Equity Research, Internal Controls, Accounting, Finance, Strategic Financial..., Executive Management, GAAP, Sarbanes-Oxley Act, Auditing, Cash Flow, Acquisition Integration, IPO
Education
University of Virginia Darden School of Business 1998 — 2000
MBA
Georgetown University - The McDonough School of Business 1989 — 1993
BSBA
Jonathon Ellis Jonathon Ellis's Loop Capital Markets Experience May 2010 - August 2010
Job Fixed Income Analyst
Industry Capital Markets
Experience
Fitch Ratings July 2013 - Present
DePauw University 2012 - Present
Loop Capital Markets May 2010 - August 2010
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Financial Analysis, Sales, PowerPoint, Microsoft Word, Research, Financial Modeling, Economics, Social Media, Public Speaking
Education
DePauw University 2008 — 2012
Bachelors, Economics
Fitch Ratings July 2013 - Present
DePauw University 2012 - Present
Loop Capital Markets May 2010 - August 2010
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Financial Analysis, Sales, PowerPoint, Microsoft Word, Research, Financial Modeling, Economics, Social Media, Public Speaking
Education
DePauw University 2008 — 2012
Bachelors, Economics
Calvin Xu Calvin Xu's Loop Capital Markets Experience September 2011 - September 2012
Job Junior Systems Engineer at Alpine Securities
Industry Information Technology and Services
Experience
Alpine Securities June 2013 - May 2015
Precision IT Group September 2012 - March 2013
Loop Capital Markets September 2011 - September 2012
Technical University of Hamburg-Harburg June 2011 - August 2011
NYSE Euronext January 2010 - August 2010
CDS International July 2008 - July 2009
KAEFER Isoliertechnik November 2008 - June 2009
Natural Wireless November 2007 - July 2008
New York Institute of Technology September 2007 - June 2008
KeySpan June 2007 - August 2007
Skills
Networking, Troubleshooting, Software Documentation, Project Management, Access, Management, Training, Technical Support, Microsoft Exchange, Business Development, System Administration, Research
Education
New York Institute of Technology-Old Westbury 2006 — 2012
Bachelor, Computer Science, 3.4
Hochschule Bremen 2008 — 2009
Nanjing University of Posts and Telecommunications
Computer Science
CDC Köln
Murrow High School
High school diploma
Alpine Securities June 2013 - May 2015
Precision IT Group September 2012 - March 2013
Loop Capital Markets September 2011 - September 2012
Technical University of Hamburg-Harburg June 2011 - August 2011
NYSE Euronext January 2010 - August 2010
CDS International July 2008 - July 2009
KAEFER Isoliertechnik November 2008 - June 2009
Natural Wireless November 2007 - July 2008
New York Institute of Technology September 2007 - June 2008
KeySpan June 2007 - August 2007
Skills
Networking, Troubleshooting, Software Documentation, Project Management, Access, Management, Training, Technical Support, Microsoft Exchange, Business Development, System Administration, Research
Education
New York Institute of Technology-Old Westbury 2006 — 2012
Bachelor, Computer Science, 3.4
Hochschule Bremen 2008 — 2009
Nanjing University of Posts and Telecommunications
Computer Science
CDC Köln
Murrow High School
High school diploma
Mohammed Elahi Mohammed Elahi's Loop Capital Markets Experience November 2001 - November 2004
Job Consulting
Industry Financial Services
Experience
Andes Capital Group December 2004 - December 2013
Loop Capital Markets November 2001 - November 2004
City of Chicago August 1992 - November 2001
Skills
Economic Development, Public/private..., Affordable Housing, Public Finance, Financial Analysis, Community Development, Real Estate Economics, Policy, Real Estate Development, Emerging Markets, Public Policy, Government, Equities, Municipalities, Venture Capital, Alternative Investments, Investment Banking, Capital Markets, Corporate Finance, Financial Modeling, Valuation, Due Diligence, Private Equity, Private Placements, Mergers & Acquisitions, Management Consulting, Joint Ventures, Asset Management, Investment Strategies
Education
Northeastern Illinois University 1990 — 1992
MBA, Finance & Accounting
Truman State University 1981 — 1986
BS, Computer Science & Business Administration
Andes Capital Group December 2004 - December 2013
Loop Capital Markets November 2001 - November 2004
City of Chicago August 1992 - November 2001
Skills
Economic Development, Public/private..., Affordable Housing, Public Finance, Financial Analysis, Community Development, Real Estate Economics, Policy, Real Estate Development, Emerging Markets, Public Policy, Government, Equities, Municipalities, Venture Capital, Alternative Investments, Investment Banking, Capital Markets, Corporate Finance, Financial Modeling, Valuation, Due Diligence, Private Equity, Private Placements, Mergers & Acquisitions, Management Consulting, Joint Ventures, Asset Management, Investment Strategies
Education
Northeastern Illinois University 1990 — 1992
MBA, Finance & Accounting
Truman State University 1981 — 1986
BS, Computer Science & Business Administration
Dan Horn Dan Horn's Loop Capital Markets Experience January 2013 - June 2015
Job Managing Director at PennantPark Investment Advisers, LLC
Industry Investment Banking
Experience
PennantPark Investment Advisers, LLC June 2015 - Present
Loop Capital Markets January 2013 - June 2015
TTK Partners, LLC May 2011 - January 2013
Magna Principals, LLC October 2009 - January 2013
AFI Partners May 2008 - January 2013
Unicous Marketing, Inc. May 2005 - February 2008
GenCorp January 2004 - December 2004
Deutsche Bank Securities August 1991 - December 2003
Bankers Trust Company 1991 - 1999
BT Securities Corporation 1991 - 1999
Education
The University of Chicago Booth School of Business 1989 — 1991
DePaul University 1981 — 1985
Bachelor of Arts, Accounting
Joliet Junior College
Providence Catholic High School
St. Raymond
PennantPark Investment Advisers, LLC June 2015 - Present
Loop Capital Markets January 2013 - June 2015
TTK Partners, LLC May 2011 - January 2013
Magna Principals, LLC October 2009 - January 2013
AFI Partners May 2008 - January 2013
Unicous Marketing, Inc. May 2005 - February 2008
GenCorp January 2004 - December 2004
Deutsche Bank Securities August 1991 - December 2003
Bankers Trust Company 1991 - 1999
BT Securities Corporation 1991 - 1999
Education
The University of Chicago Booth School of Business 1989 — 1991
DePaul University 1981 — 1985
Bachelor of Arts, Accounting
Joliet Junior College
Providence Catholic High School
St. Raymond
Greg Gorbatenko Greg Gorbatenko's Loop Capital Markets Experience July 1999 - January 2004
Job Consultant
Industry Financial Services
Experience
Numbers Consulting January 2012 - Present
Heritage Academy August 2012 - Present
First Midwest Bank August 2008 - January 2012
Jackson Securities February 2004 - July 2008
Loop Capital Markets July 1999 - January 2004
Wells Capital Management April 1996 - July 1999
Merrill Lynch May 1990 - September 1990
Skills
Investment Banking, Valuation, Investments, Mergers & Acquisitions, Financial Reporting, Investment Research, Portfolio Management, Investment Management, Institutional Sales, Team Leadership, Building Relationships, Hedge Funds, Chartered Financial..., Fund Accounting, Forensic Accounting, CPA, CMA, Operating Budgets, Cost Accounting, Capital Budgeting, Pro Forma Development, Financial Forecasting, Financial Modeling, Financial Accounting, Accounting, Financial Technology, Programming, High Frequency Trading, Algorithm Analysis, Physics, Financial Engineering, Mathematics, Mathematical Analysis, Mathematical Programming, Business Analysis, Teaching, Instruction, Applied Physics, Regression Models, Entrepreneurship..., Entrepreneurship..., Entrepreneurial Finance, Youth Entrepreneurship, Start-up Ventures, Investment Advisory, Corporate Advisory, Athletic Training, Athletic Performance, Management Consulting, Love Of Learning
Education
Harvard Business School 2001 — 2001
Other, Valuation
University of Minnesota - Carlson School of Management 1994 — 1996
MBA (Summa Cum Laude), Finance
University of Wisconsin-Madison 1988 — 1992
BBA, Accounting and Finance
Mayo High School 1985 — 1988
Gen
Numbers Consulting January 2012 - Present
Heritage Academy August 2012 - Present
First Midwest Bank August 2008 - January 2012
Jackson Securities February 2004 - July 2008
Loop Capital Markets July 1999 - January 2004
Wells Capital Management April 1996 - July 1999
Merrill Lynch May 1990 - September 1990
Skills
Investment Banking, Valuation, Investments, Mergers & Acquisitions, Financial Reporting, Investment Research, Portfolio Management, Investment Management, Institutional Sales, Team Leadership, Building Relationships, Hedge Funds, Chartered Financial..., Fund Accounting, Forensic Accounting, CPA, CMA, Operating Budgets, Cost Accounting, Capital Budgeting, Pro Forma Development, Financial Forecasting, Financial Modeling, Financial Accounting, Accounting, Financial Technology, Programming, High Frequency Trading, Algorithm Analysis, Physics, Financial Engineering, Mathematics, Mathematical Analysis, Mathematical Programming, Business Analysis, Teaching, Instruction, Applied Physics, Regression Models, Entrepreneurship..., Entrepreneurship..., Entrepreneurial Finance, Youth Entrepreneurship, Start-up Ventures, Investment Advisory, Corporate Advisory, Athletic Training, Athletic Performance, Management Consulting, Love Of Learning
Education
Harvard Business School 2001 — 2001
Other, Valuation
University of Minnesota - Carlson School of Management 1994 — 1996
MBA (Summa Cum Laude), Finance
University of Wisconsin-Madison 1988 — 1992
BBA, Accounting and Finance
Mayo High School 1985 — 1988
Gen
Emily Hudson's Loop Capital Markets Experience June 2013 - August 2013
Job Associate, Consultant Relations at Dimensional Fund Advisors
Industry Financial Services
Experience
Boston University School of Management January 2014 - May 2014
Loop Capital Markets June 2013 - August 2013
Metropolitan Planning Council August 2010 - August 2012
Wind Point Partners February 2010 - August 2010
The Pentagon (Technical Analysis Center) April 2009 - January 2010
Metropolitan Planning Council August 2008 - January 2009
Office of U.S. Senator Dick Durbin (D-IL), Assistant Majority Leader September 2006 - December 2006
Education
Boston University Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Indiana University Bloomington 2004 — 2008
Bachelor of Arts
Boston University School of Management January 2014 - May 2014
Loop Capital Markets June 2013 - August 2013
Metropolitan Planning Council August 2010 - August 2012
Wind Point Partners February 2010 - August 2010
The Pentagon (Technical Analysis Center) April 2009 - January 2010
Metropolitan Planning Council August 2008 - January 2009
Office of U.S. Senator Dick Durbin (D-IL), Assistant Majority Leader September 2006 - December 2006
Education
Boston University Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Indiana University Bloomington 2004 — 2008
Bachelor of Arts
Duc Michael Tran's Loop Capital Markets Experience June 2012 - September 2012
Job Corporate Trainer of Soren, Inc: B2B Direct Marketing Trainer
Industry Marketing and Advertising
Experience
Soren Inc. October 2015 - Present
Soren Inc. April 2015 - October 2015
Soren Inc. March 2015 - March 2015
Chicago Scholars Foundation June 2013 - February 2015
Loop Capital Markets June 2012 - September 2012
Skills
Leadership, Social Networking, Social Media, Teamwork, Time Management, Sales, Management, Marketing, PowerPoint, Public Speaking, Community Outreach
Education
Lake Forest College 2013 — 2015
Business Administration and Management, General
Soren Inc. October 2015 - Present
Soren Inc. April 2015 - October 2015
Soren Inc. March 2015 - March 2015
Chicago Scholars Foundation June 2013 - February 2015
Loop Capital Markets June 2012 - September 2012
Skills
Leadership, Social Networking, Social Media, Teamwork, Time Management, Sales, Management, Marketing, PowerPoint, Public Speaking, Community Outreach
Education
Lake Forest College 2013 — 2015
Business Administration and Management, General
Hyung Joo (Eliana) Yun's Loop Capital Markets Experience September 2015 - Present
Job Investment Banking Analytics Associate at Loop Capital Markets LLC
Industry Research
Experience
Loop Capital Markets September 2015 - Present
Loop Capital Markets June 2015 - August 2015
University of Illinois at Chicago January 2015 - May 2015
Fed Challenge Competition September 2014 - November 2014
UN Women August 2014 - November 2014
University of Illinois at Chicago August 2014 - October 2014
UN Women June 2014 - June 2014
Skills
Microsoft Word, PowerPoint, Teamwork, English, Time Management, Team Leadership, Facebook, Social Networking, Data Analysis, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office, Public Speaking, Research, Social Media, Editing, Strategic Planning
Education
University of Illinois at Chicago 2013 — 2016
Bachelor of Liberal Arts and Science, Economics, 3.86/4.00
George Walton High School 2010 — 2013
High School, General Studies
Loop Capital Markets September 2015 - Present
Loop Capital Markets June 2015 - August 2015
University of Illinois at Chicago January 2015 - May 2015
Fed Challenge Competition September 2014 - November 2014
UN Women August 2014 - November 2014
University of Illinois at Chicago August 2014 - October 2014
UN Women June 2014 - June 2014
Skills
Microsoft Word, PowerPoint, Teamwork, English, Time Management, Team Leadership, Facebook, Social Networking, Data Analysis, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office, Public Speaking, Research, Social Media, Editing, Strategic Planning
Education
University of Illinois at Chicago 2013 — 2016
Bachelor of Liberal Arts and Science, Economics, 3.86/4.00
George Walton High School 2010 — 2013
High School, General Studies
Eric Jincai Zhang Eric Jincai Zhang's Loop Capital Markets Experience June 2011 - August 2011
Job Associate at TPG Capital
Industry Investment Banking
Experience
TPG Capital August 2015 - Present
Goldman Sachs July 2013 - June 2015
Goldman Sachs May 2012 - August 2012
Loop Capital Markets June 2011 - August 2011
Martin Investment Management January 2011 - March 2011
Education
Northwestern University 2009 — 2013
Bachelor of Arts, summa cum laude, in Mathematics, Economics, Mathematical Methods in the Social Sciences (Hons); minor in French
Northwestern University - Kellogg School of Management 2012 — 2013
Undergraduate Certificate Program, Financial Economics
TPG Capital August 2015 - Present
Goldman Sachs July 2013 - June 2015
Goldman Sachs May 2012 - August 2012
Loop Capital Markets June 2011 - August 2011
Martin Investment Management January 2011 - March 2011
Education
Northwestern University 2009 — 2013
Bachelor of Arts, summa cum laude, in Mathematics, Economics, Mathematical Methods in the Social Sciences (Hons); minor in French
Northwestern University - Kellogg School of Management 2012 — 2013
Undergraduate Certificate Program, Financial Economics
Robert Haidari Robert Haidari's Loop Capital Markets Experience 2011 - 2012
Job
Industry Internet
Experience
Hot Emu 2012 - Present
Loop Capital Markets 2011 - 2012
Skills
SQL, JavaScript, Data Analysis, C++, Visual Basic, PHP, Python, Java, PostgreSQL, HTML + CSS, SAS, Node.js, R, Bloomberg Terminal, AngularJS, Project Management
Education
University of Illinois at Chicago 2007 — 2011
Bachelor’s Degree, Economics, Mathematics
Texas A&M University
Master’s Degree, Statistics
Hot Emu 2012 - Present
Loop Capital Markets 2011 - 2012
Skills
SQL, JavaScript, Data Analysis, C++, Visual Basic, PHP, Python, Java, PostgreSQL, HTML + CSS, SAS, Node.js, R, Bloomberg Terminal, AngularJS, Project Management
Education
University of Illinois at Chicago 2007 — 2011
Bachelor’s Degree, Economics, Mathematics
Texas A&M University
Master’s Degree, Statistics
Kelvin Jordan Gipson Kelvin Jordan Gipson's Loop Capital Markets Experience June 2012 - August 2012
Job Client Service Representative at Viacom
Industry Marketing and Advertising
Experience
Viacom June 2015 - Present
Performics June 2014 - January 2015
NCAA June 2012 - January 2015
The Parking Spot - Corporate Headquarters June 2013 - August 2013
Loop Capital Markets June 2012 - August 2012
Ariel Investments June 2011 - August 2011
Skills
Public Speaking, Financial Analysis, Research, Leadership, Customer Service, Social Media, Microsoft Word, Microsoft Office, Marketing, Social Networking, Social Media Marketing
Education
Lake Forest College 2010 — 2014
Bachelor of Arts (B.A.), Double Major - Business/Politics
Viacom June 2015 - Present
Performics June 2014 - January 2015
NCAA June 2012 - January 2015
The Parking Spot - Corporate Headquarters June 2013 - August 2013
Loop Capital Markets June 2012 - August 2012
Ariel Investments June 2011 - August 2011
Skills
Public Speaking, Financial Analysis, Research, Leadership, Customer Service, Social Media, Microsoft Word, Microsoft Office, Marketing, Social Networking, Social Media Marketing
Education
Lake Forest College 2010 — 2014
Bachelor of Arts (B.A.), Double Major - Business/Politics
Amy Lettelleir Amy Lettelleir's Loop Capital Markets Experience October 2009 - July 2012
Job Principal at Amy Elizabeth, P.A., law firm
Industry Investment Banking
Experience
Amy Elizabeth, P.A., law firm January 2012 - Present
Loop Capital Markets October 2009 - July 2012
RBC Capital Markets March 2007 - February 2008
Raymond James & Associates Inc. March 2005 - March 2007
GrayRobinson, P.A. February 2003 - March 2005
Schifino & Fleischer, PA February 1999 - February 2003
Skills
Parenting Coordinator, Parenting Plans, Mediation, Alternative Dispute..., Attorneys, Securities, Capital Markets, Series 7, Series 63, Private Equity, FINRA, Private Placements, Structured Finance, Due Diligence, Investments, Legal Writing, Contract Negotiation, Public Speaking, Management, Legal Research, Strategic Planning, Strategy, Mergers & Acquisitions, Finance, Corporate Law, Investment Banking, Financial Analysis
Education
University of Florida - Fredric G. Levin College of Law
Juris Doctor, Law
University of Florida
Bachelor of Science, Real Estate
Amy Elizabeth, P.A., law firm January 2012 - Present
Loop Capital Markets October 2009 - July 2012
RBC Capital Markets March 2007 - February 2008
Raymond James & Associates Inc. March 2005 - March 2007
GrayRobinson, P.A. February 2003 - March 2005
Schifino & Fleischer, PA February 1999 - February 2003
Skills
Parenting Coordinator, Parenting Plans, Mediation, Alternative Dispute..., Attorneys, Securities, Capital Markets, Series 7, Series 63, Private Equity, FINRA, Private Placements, Structured Finance, Due Diligence, Investments, Legal Writing, Contract Negotiation, Public Speaking, Management, Legal Research, Strategic Planning, Strategy, Mergers & Acquisitions, Finance, Corporate Law, Investment Banking, Financial Analysis
Education
University of Florida - Fredric G. Levin College of Law
Juris Doctor, Law
University of Florida
Bachelor of Science, Real Estate
Carl R. Lotin's Loop Capital Markets Experience June 2013 - August 2013
Job
Industry Investment Management
Experience
Artisan Partners July 2015 - Present
Windrose Advisors May 2014 - May 2015
Bentley Investment Group October 2012 - 2015
Loop Capital Markets June 2013 - August 2013
Eaton Vance June 2012 - August 2012
Nike June 2010 - August 2012
Entrepreneur January 2008 - August 2012
Procter & Gamble April 2012 - April 2012
Education
Bentley University
Economics-Finance
John D. O'Bryant School of Math and Science 2005 — 2011
H.S. Diploma
Artisan Partners July 2015 - Present
Windrose Advisors May 2014 - May 2015
Bentley Investment Group October 2012 - 2015
Loop Capital Markets June 2013 - August 2013
Eaton Vance June 2012 - August 2012
Nike June 2010 - August 2012
Entrepreneur January 2008 - August 2012
Procter & Gamble April 2012 - April 2012
Education
Bentley University
Economics-Finance
John D. O'Bryant School of Math and Science 2005 — 2011
H.S. Diploma
Derek W. McNeil Derek W. McNeil's Loop Capital Markets Experience June 2009 - September 2015
Job Morgan Stanley, Executive Director, Investment Banking Division
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Loop Capital Markets June 2009 - September 2015
Rutgers Business School August 2011 - May 2013
Siebert Brandford Shank 2004 - 2009
Skills
Capital Markets, Investment Banking, Financial Modeling, Public Finance, Securities, Fixed Income, Financial Analysis, Valuation, Bonds, Due Diligence, Asset Managment, Bloomberg, Equities, Investments, Project Finance, Structured Finance, Finance, Hedge Funds, Corporate Finance, Private Equity, Derivatives, Portfolio Management, Asset Management, Municipal Bonds
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2013
Executive MBA, Finance
Connecticut College 1990 — 1994
BA, Economics
Morgan Stanley September 2015 - Present
Loop Capital Markets June 2009 - September 2015
Rutgers Business School August 2011 - May 2013
Siebert Brandford Shank 2004 - 2009
Skills
Capital Markets, Investment Banking, Financial Modeling, Public Finance, Securities, Fixed Income, Financial Analysis, Valuation, Bonds, Due Diligence, Asset Managment, Bloomberg, Equities, Investments, Project Finance, Structured Finance, Finance, Hedge Funds, Corporate Finance, Private Equity, Derivatives, Portfolio Management, Asset Management, Municipal Bonds
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2013
Executive MBA, Finance
Connecticut College 1990 — 1994
BA, Economics
Demetri Lambros, JD/MBA's Loop Capital Markets Experience November 2014 - Present
Job Compliance Associate at Loop Capital Markets
Industry Law Practice
Experience
Loop Capital Markets November 2014 - Present
Financial Industry Regulatory Authority January 2013 - November 2014
Federal Tax Clinic at Loyola University School of Law January 2012 - July 2012
Constantine G. Kaloudis June 2010 - July 2012
TCF National Bank November 2006 - August 2009
Skills
Legal Writing, Legal Research, Dispute Resolution, Westlaw, Management, Financial Regulation, Compliance Regulations, Risk Management, Fraud Detection, Securities Regulation, Legal Issues
Education
Loyola University Chicago School of Law 2010 — 2012
Loyola University Chicago Graduate School of Business 2011 — 2013
Masters, Business Administration
Loop Capital Markets November 2014 - Present
Financial Industry Regulatory Authority January 2013 - November 2014
Federal Tax Clinic at Loyola University School of Law January 2012 - July 2012
Constantine G. Kaloudis June 2010 - July 2012
TCF National Bank November 2006 - August 2009
Skills
Legal Writing, Legal Research, Dispute Resolution, Westlaw, Management, Financial Regulation, Compliance Regulations, Risk Management, Fraud Detection, Securities Regulation, Legal Issues
Education
Loyola University Chicago School of Law 2010 — 2012
Loyola University Chicago Graduate School of Business 2011 — 2013
Masters, Business Administration
Eric Harris's Loop Capital Markets Experience May 2012 - May 2015
Job Class of 2017 MBA Candidate at University of Michigan Ross School of Business
Industry Financial Services
Experience
University of Michigan Ross School of Business August 2015 - Present
Loop Capital Markets May 2012 - May 2015
Goldman Sachs April 2010 - May 2012
Bank of America Merrill Lynch June 2009 - January 2010
Merrill Lynch & Co. May 2008 - August 2008
Accenture May 2007 - August 2007
Skills
Fixed Income, Equities, Bloomberg, Portfolio Management, Valuation, Private Equity, Investments, Relationship Management, Series 7, Financial Analysis, Alternative Investments, Series 63, Hedge Funds, Investment Strategies, Securities
Education
Morehouse College 2006 — 2009
Bachelor of Science, Business Administration; Finance
Universidad Particular de Especialides 'Espíritu Santo' 2008 — 2008
International Business
University of Michigan Ross School of Business August 2015 - Present
Loop Capital Markets May 2012 - May 2015
Goldman Sachs April 2010 - May 2012
Bank of America Merrill Lynch June 2009 - January 2010
Merrill Lynch & Co. May 2008 - August 2008
Accenture May 2007 - August 2007
Skills
Fixed Income, Equities, Bloomberg, Portfolio Management, Valuation, Private Equity, Investments, Relationship Management, Series 7, Financial Analysis, Alternative Investments, Series 63, Hedge Funds, Investment Strategies, Securities
Education
Morehouse College 2006 — 2009
Bachelor of Science, Business Administration; Finance
Universidad Particular de Especialides 'Espíritu Santo' 2008 — 2008
International Business
Sreenu Tadavarthy Sreenu Tadavarthy's Loop Capital Markets Experience January 2013 - September 2015
Job
Industry Investment Banking
Experience
Loop Capital Markets January 2013 - September 2015
TTK Partners, LLC 2003 - 2013
Bear, Stearns & Co. Inc. 1999 - 2002
CIBC World Markets 1997 - 1999
Price Waterhouse LLP 1993 - 1995
Skills
Investment Banking, Corporate Development, Divestitures, Mergers, Acquisitions, Joint Ventures, Corporate Finance, Financial Analysis, Valuation, Due Diligence, Financial Modeling, Private Equity, Leveraged Finance, Business Strategy, Negotiation, Cross-border..., Carve-outs, Acquisition Integration, Buyouts, Capital Raising, Emerging Markets, LBO, M&A experience, Mergers & Acquisitions, Deal Sourcing, Management
Education
Northwestern University 1988 — 1993
B.S., Industrial Engineering
Kansai Gaidai University 1990 — 1991
Program of Asian Studies
Eden Prairie High School 1984 — 1988
Loop Capital Markets January 2013 - September 2015
TTK Partners, LLC 2003 - 2013
Bear, Stearns & Co. Inc. 1999 - 2002
CIBC World Markets 1997 - 1999
Price Waterhouse LLP 1993 - 1995
Skills
Investment Banking, Corporate Development, Divestitures, Mergers, Acquisitions, Joint Ventures, Corporate Finance, Financial Analysis, Valuation, Due Diligence, Financial Modeling, Private Equity, Leveraged Finance, Business Strategy, Negotiation, Cross-border..., Carve-outs, Acquisition Integration, Buyouts, Capital Raising, Emerging Markets, LBO, M&A experience, Mergers & Acquisitions, Deal Sourcing, Management
Education
Northwestern University 1988 — 1993
B.S., Industrial Engineering
Kansai Gaidai University 1990 — 1991
Program of Asian Studies
Eden Prairie High School 1984 — 1988
Brandon Pfeffer's Loop Capital Markets Experience 2014 - 2015
Job Finance • M&A • Capital Markets • Credit Risk • Strategy • Advanced Analytics • BJPFEFFER@OUTLOOK.com
Industry Financial Services
Experience
LOOP CAPITAL MARKETS 2014 - 2015
COVANTA May 2011 - December 2013
CIT 2010 - 2011
OSG 2005 - 2010
Highstar Capital 2004 - 2005
Deloitte & Touche LLP June 2002 - November 2003
Mirant Corp. 1997 - 2002
PNC Bank June 1996 - August 1996
UBS 1993 - 1995
Hagler, Bailly & Co. (now Part of PA Consulting) 1990 - 1991
Skills
Financial Modeling, Mergers & Acquisitions, Capital Markets, Credit Analysis, Valuation, Credit Risk, Corporate Finance, Project Finance, Risk Management, Strategy, Financial Analysis, Credit Portfolio..., Energy, Due Diligence, Financial Structuring, Counterparty Risk, Risk Analysis, Investment Banking, Asset Management, Financial Risk, Private Equity, Finance, Structured Finance, Portfolio Management, Derivatives, Investments, Decision Analysis, Bloomberg, Hedge Funds, Accounting, Asset Acquisition, Corporate Development, Optimization, Structuring, Deal Structuring, Divestitures, Mergers, DCF, Industry Analysis, Restructuring, Quantitative Analysis, Renewable Energy, Energy Sector, Monte Carlo Simulation, Real Options, Options, Business Valuation, NPV, Financial Engineering, IRR
Education
Carnegie Mellon University - Tepper School of Business
Master of Science in Industrial Administration (MBA), Finance & Strategy
Cornell University
BS, Applied Economics and Business Management
Winston Churchill High School
LOOP CAPITAL MARKETS 2014 - 2015
COVANTA May 2011 - December 2013
CIT 2010 - 2011
OSG 2005 - 2010
Highstar Capital 2004 - 2005
Deloitte & Touche LLP June 2002 - November 2003
Mirant Corp. 1997 - 2002
PNC Bank June 1996 - August 1996
UBS 1993 - 1995
Hagler, Bailly & Co. (now Part of PA Consulting) 1990 - 1991
Skills
Financial Modeling, Mergers & Acquisitions, Capital Markets, Credit Analysis, Valuation, Credit Risk, Corporate Finance, Project Finance, Risk Management, Strategy, Financial Analysis, Credit Portfolio..., Energy, Due Diligence, Financial Structuring, Counterparty Risk, Risk Analysis, Investment Banking, Asset Management, Financial Risk, Private Equity, Finance, Structured Finance, Portfolio Management, Derivatives, Investments, Decision Analysis, Bloomberg, Hedge Funds, Accounting, Asset Acquisition, Corporate Development, Optimization, Structuring, Deal Structuring, Divestitures, Mergers, DCF, Industry Analysis, Restructuring, Quantitative Analysis, Renewable Energy, Energy Sector, Monte Carlo Simulation, Real Options, Options, Business Valuation, NPV, Financial Engineering, IRR
Education
Carnegie Mellon University - Tepper School of Business
Master of Science in Industrial Administration (MBA), Finance & Strategy
Cornell University
BS, Applied Economics and Business Management
Winston Churchill High School
Shaan Kapoor's Loop Capital Markets Experience April 2013 - Present
Job Vice President M&A
Industry Investment Banking
Experience
Loop Capital Markets April 2013 - Present
Champion Home Builders, Inc. September 2012 - March 2013
TTK Partners, LLC July 2006 - August 2012
KPMG June 2004 - June 2006
Skills
Mergers, Private Equity, Divestitures, Tax, Planning, Capital Markets, Venture Capital, Debt, Capital Structure, Equities, Valuation, Financial Modeling, DCF, LBO, Bank Financing, Mezzanine, Corporate Finance, Financial Accounting, Financial Markets
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
BA with Honors, Finance and Accounting
Loop Capital Markets April 2013 - Present
Champion Home Builders, Inc. September 2012 - March 2013
TTK Partners, LLC July 2006 - August 2012
KPMG June 2004 - June 2006
Skills
Mergers, Private Equity, Divestitures, Tax, Planning, Capital Markets, Venture Capital, Debt, Capital Structure, Equities, Valuation, Financial Modeling, DCF, LBO, Bank Financing, Mezzanine, Corporate Finance, Financial Accounting, Financial Markets
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
BA with Honors, Finance and Accounting
Karla Vazquez Karla Vazquez's Loop Capital Markets Experience June 2000 - August 2000
Job
Industry Financial Services
Experience
Northern Trust Corporation October 2014 - Present
The Law Offices of John F. Shine, Ltd January 2013 - Present
Freelance November 2011 - Present
Center for Economic Progress January 2004 - Present
Community Health Clinic November 2008 - March 2012
Elmhurst College August 2004 - May 2006
Loop Capital Markets June 2000 - August 2000
Skills
English & Spanish..., French language, R programming, Python, French, Time Management, Microsoft Office, Research, Spanish, Public Speaking, Community Outreach
Education
Saint Xavier University 2009 — 2011
MBA, Business Administration with a concentration in Finance, 4.0
Elmhurst College 2003 — 2008
Bachelor of Science (B.S.), International Business and French, 3.5
Northern Trust Corporation October 2014 - Present
The Law Offices of John F. Shine, Ltd January 2013 - Present
Freelance November 2011 - Present
Center for Economic Progress January 2004 - Present
Community Health Clinic November 2008 - March 2012
Elmhurst College August 2004 - May 2006
Loop Capital Markets June 2000 - August 2000
Skills
English & Spanish..., French language, R programming, Python, French, Time Management, Microsoft Office, Research, Spanish, Public Speaking, Community Outreach
Education
Saint Xavier University 2009 — 2011
MBA, Business Administration with a concentration in Finance, 4.0
Elmhurst College 2003 — 2008
Bachelor of Science (B.S.), International Business and French, 3.5
Vincent G. Hardy, Jr.'s Loop Capital Markets Experience March 2007 - August 2008
Job Associate District Manager
Industry Facilities Services
Experience
Aramark Uniform Services December 2014 - Present
Speedway LLC April 2014 - September 2014
Aaron Bros. Moving & Self Storage August 2011 - March 2014
Department of Human Services Bureau of Accreditation, Licensure and Certification August 2009 - June 2011
Southern Illinois University May 2009 - August 2009
Southern Illinois University May 2008 - May 2009
Loop Capital Markets March 2007 - August 2008
South Shore Self Storage May 2004 - August 2008
Skills
Excel, Microsoft Office, Public Speaking, Word, Customer Service, Outlook, Social Media, PowerPoint, Photoshop, Time Management, Microsoft Excel, Event Planning, Program Management, Facebook, Sales, Management, Leadership, Training, Marketing, Social Networking, Budgets, Team Building, Social Media Marketing, Teamwork, Microsoft Word, Market Research
Education
Southern Illinois University, Carbondale 2006 — 2011
B.S., Management
Aramark Uniform Services December 2014 - Present
Speedway LLC April 2014 - September 2014
Aaron Bros. Moving & Self Storage August 2011 - March 2014
Department of Human Services Bureau of Accreditation, Licensure and Certification August 2009 - June 2011
Southern Illinois University May 2009 - August 2009
Southern Illinois University May 2008 - May 2009
Loop Capital Markets March 2007 - August 2008
South Shore Self Storage May 2004 - August 2008
Skills
Excel, Microsoft Office, Public Speaking, Word, Customer Service, Outlook, Social Media, PowerPoint, Photoshop, Time Management, Microsoft Excel, Event Planning, Program Management, Facebook, Sales, Management, Leadership, Training, Marketing, Social Networking, Budgets, Team Building, Social Media Marketing, Teamwork, Microsoft Word, Market Research
Education
Southern Illinois University, Carbondale 2006 — 2011
B.S., Management
Matthew Despagni Matthew Despagni's Loop Capital Markets Experience December 2003 - July 2005
Job Strategic Insights & Analytics at National CineMedia (NCM)
Industry Entertainment
Experience
National CineMedia (NCM) July 2012 - Present
Disney/ABC Television Group September 2011 - July 2012
The City Grill June 2009 - November 2011
Telerep (a subsidiary of Cox Communications) August 2006 - June 2009
Donovan's Restaurant August 2005 - October 2006
Loop Capital Markets December 2003 - July 2005
Loop Capital Markets December 2003 - July 2005
Skills
comScore, Digital Media, Omniture, Nielsen, Public Relations, PowerPoint, Excel, Digital Research, Online measurement..., Online metrics, Qualitap, Galaxy Explorer, Arianna, Medialine, Donovan Data Systems, Snap Report, StarTrak, Scarborough, Simmons/MRI, Adobe Photoshop, Marketing, Digital Marketing, Telmar, Kanter Media..., Rentrak, Mediaquery, Audience Watch, Alteryx, BatchGeo, OMT (Online Mapping..., MapInfo
Education
New York Institute of Technology - New York, NY 2011 — 2013
Master's Degree, Concentration in Media Management & Business, 4.0
Stonehill College 1999 — 2003
Bachelor, Fine Art/ Business
National CineMedia (NCM) July 2012 - Present
Disney/ABC Television Group September 2011 - July 2012
The City Grill June 2009 - November 2011
Telerep (a subsidiary of Cox Communications) August 2006 - June 2009
Donovan's Restaurant August 2005 - October 2006
Loop Capital Markets December 2003 - July 2005
Loop Capital Markets December 2003 - July 2005
Skills
comScore, Digital Media, Omniture, Nielsen, Public Relations, PowerPoint, Excel, Digital Research, Online measurement..., Online metrics, Qualitap, Galaxy Explorer, Arianna, Medialine, Donovan Data Systems, Snap Report, StarTrak, Scarborough, Simmons/MRI, Adobe Photoshop, Marketing, Digital Marketing, Telmar, Kanter Media..., Rentrak, Mediaquery, Audience Watch, Alteryx, BatchGeo, OMT (Online Mapping..., MapInfo
Education
New York Institute of Technology - New York, NY 2011 — 2013
Master's Degree, Concentration in Media Management & Business, 4.0
Stonehill College 1999 — 2003
Bachelor, Fine Art/ Business
Jack Havey's Loop Capital Markets Experience September 2012 - December 2012
Job Ryan Specialty Group, LLC
Industry Insurance
Experience
Ryan Specialty Group July 2013 - Present
Loop Capital Markets September 2012 - December 2012
McDonald's Corporation June 2012 - August 2012
McDonald's Corporation June 2011 - August 2011
Education
Northwestern University 2009 — 2013
Ryan Specialty Group July 2013 - Present
Loop Capital Markets September 2012 - December 2012
McDonald's Corporation June 2012 - August 2012
McDonald's Corporation June 2011 - August 2011
Education
Northwestern University 2009 — 2013
Geoff Sager's Loop Capital Markets Experience April 2012 - October 2013
Job Corporate Treasury
Industry Financial Services
Experience
Toyota Motor Credit Corporation July 2015 - Present
Toyota Financial Services May 2014 - Present
Hutchinson, Shockey, Erley & Co. January 2014 - April 2014
Loop Capital Markets April 2012 - October 2013
Urban Futures Inc. July 2008 - March 2012
Barratt American July 2006 - March 2008
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Finance
University of San Diego
B.B.A, Business Economics, International Relations
Toyota Motor Credit Corporation July 2015 - Present
Toyota Financial Services May 2014 - Present
Hutchinson, Shockey, Erley & Co. January 2014 - April 2014
Loop Capital Markets April 2012 - October 2013
Urban Futures Inc. July 2008 - March 2012
Barratt American July 2006 - March 2008
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Finance
University of San Diego
B.B.A, Business Economics, International Relations
Jason Parks Jason Parks's Loop Capital Markets Experience February 2013 - Present
Job Vice President at Loop Capital Markets
Industry Investment Banking
Experience
Loop Capital Markets February 2013 - Present
Loop Capital Markets February 2011 - January 2013
SDM Investments August 2010 - January 2011
Smith Whiley & Company June 2009 - January 2010
Ariel Investments LLC February 2007 - August 2008
Associated Bank July 2005 - February 2007
Chase January 2004 - July 2005
Skills
Series 7, Investments, Finance, Wealth Management, Financial Services, Mutual Funds, Management, Leadership, Investment Strategies, Banking, Analysis, Small Business, Training, Marketing, Loans, Budgets, FINRA, Sales
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
MBA
Valparaiso University 1998 — 2002
Bachelor of Arts (B.A.)
Loop Capital Markets February 2013 - Present
Loop Capital Markets February 2011 - January 2013
SDM Investments August 2010 - January 2011
Smith Whiley & Company June 2009 - January 2010
Ariel Investments LLC February 2007 - August 2008
Associated Bank July 2005 - February 2007
Chase January 2004 - July 2005
Skills
Series 7, Investments, Finance, Wealth Management, Financial Services, Mutual Funds, Management, Leadership, Investment Strategies, Banking, Analysis, Small Business, Training, Marketing, Loans, Budgets, FINRA, Sales
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
MBA
Valparaiso University 1998 — 2002
Bachelor of Arts (B.A.)
James McGinley James McGinley's Loop Capital Markets Experience October 2012 - Present
Job Municipal Bond Trader at Loop Capital Markets
Industry Investment Banking
Experience
Loop Capital Markets October 2012 - Present
Skills
Series 63, Bloomberg, Fixed Income, Trading, Securities, Capital Markets, Bonds, Series 7
Education
Elmira College
Loop Capital Markets October 2012 - Present
Skills
Series 63, Bloomberg, Fixed Income, Trading, Securities, Capital Markets, Bonds, Series 7
Education
Elmira College
Niara Harris Niara Harris's Loop Capital Markets Experience June 2014 - August 2014
Job Field Engineer at CompuSystems
Industry Computer Networking
Experience
CompuSystems January 2015 - Present
DirectBuy, Inc. November 2014 - January 2015
Loop Capital Markets June 2014 - August 2014
St Xavier University November 2011 - January 2013
Ronald McDonald Foundation September 2013 - 2013
Sprint July 2013 - 2013
Boys and Girls Club Chicago Il June 2011 - December 2012
Washington Jr. High October 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English
Education
Saint Xavier University Grad 2012 — 2014
BA, Liberal Studies; Computer Studies
Robert Morris University - Illinois 2009 — 2012
Associate's Degree, Computer Systems Networking and Telecommunications
CompuSystems January 2015 - Present
DirectBuy, Inc. November 2014 - January 2015
Loop Capital Markets June 2014 - August 2014
St Xavier University November 2011 - January 2013
Ronald McDonald Foundation September 2013 - 2013
Sprint July 2013 - 2013
Boys and Girls Club Chicago Il June 2011 - December 2012
Washington Jr. High October 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English
Education
Saint Xavier University Grad 2012 — 2014
BA, Liberal Studies; Computer Studies
Robert Morris University - Illinois 2009 — 2012
Associate's Degree, Computer Systems Networking and Telecommunications
Mohammad R. Azizian Mohammad R. Azizian's Loop Capital Markets Experience September 2010 - March 2011
Job Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs November 2014 - Present
Navigant Capital Advisors March 2011 - November 2014
Loop Capital Markets September 2010 - March 2011
UBS January 2010 - September 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Corporate Finance, PowerPoint, Due Diligence, Microsoft Office, DCF Valuation, Comparative Market..., Fixed Income Analysis, Financial Reporting, Investment Valuation, Business Valuation, Equity Valuation, Enterprise Valuation, Financial Risk, Management Consulting, Finance, Private Equity, Investments
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
University of San Francisco
Bachelor of Science, Business Administration, Cum Laude
Goldman Sachs November 2014 - Present
Navigant Capital Advisors March 2011 - November 2014
Loop Capital Markets September 2010 - March 2011
UBS January 2010 - September 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Corporate Finance, PowerPoint, Due Diligence, Microsoft Office, DCF Valuation, Comparative Market..., Fixed Income Analysis, Financial Reporting, Investment Valuation, Business Valuation, Equity Valuation, Enterprise Valuation, Financial Risk, Management Consulting, Finance, Private Equity, Investments
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
University of San Francisco
Bachelor of Science, Business Administration, Cum Laude
Latoya Wilkins Latoya Wilkins's Loop Capital Markets Experience October 2007 - December 2007
Job Sr. Financial Analyst at American Bar Association
Industry Accounting
Experience
American Bar Association March 2015 - Present
TransUnion LLC May 2008 - March 2015
McGladrey & Pullen January 2008 - April 2008
Loop Capital Markets October 2007 - December 2007
Motorola Inc June 2007 - August 2007
Comcast Cable Communications June 2004 - June 2007
Skills
Accounting, Financial Analysis, Financial Reporting, Accounts Payable, Microsoft Excel, Customer Service, Budgets, QuickBooks, Microsoft Office, Account Reconciliation, Forecasting, Accounts Receivable, PowerPoint, PeopleSoft, Auditing, Corporate Budgeting, Financial Variance..., Hyperion Planning, Smartview, Finance, Event Planning, Management, General Ledger
Education
DePaul University 2003 — 2007
Bachelors of Science
Nicholas Senn 1999 — 2003
American Bar Association March 2015 - Present
TransUnion LLC May 2008 - March 2015
McGladrey & Pullen January 2008 - April 2008
Loop Capital Markets October 2007 - December 2007
Motorola Inc June 2007 - August 2007
Comcast Cable Communications June 2004 - June 2007
Skills
Accounting, Financial Analysis, Financial Reporting, Accounts Payable, Microsoft Excel, Customer Service, Budgets, QuickBooks, Microsoft Office, Account Reconciliation, Forecasting, Accounts Receivable, PowerPoint, PeopleSoft, Auditing, Corporate Budgeting, Financial Variance..., Hyperion Planning, Smartview, Finance, Event Planning, Management, General Ledger
Education
DePaul University 2003 — 2007
Bachelors of Science
Nicholas Senn 1999 — 2003
Joseph Nichols Joseph Nichols's Loop Capital Markets Experience 2008 - 2013
Job Fixed Income Specialist at Charles Schwab
Industry Financial Services
Experience
Loop Capital Markets 2008 - 2013
UBS 2000 - 2008
Stein Roe & Farnham 1999 - 1999
John Hancock Mutual Life Insurance Co. 1998 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2007
M.B.A.
Indiana University Bloomington 1994 — 1998
BS
Loop Capital Markets 2008 - 2013
UBS 2000 - 2008
Stein Roe & Farnham 1999 - 1999
John Hancock Mutual Life Insurance Co. 1998 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2007
M.B.A.
Indiana University Bloomington 1994 — 1998
BS
Erin Slone's Loop Capital Markets Experience June 2003 - November 2004
Job Founder at Innov8 Labs
Industry Management Consulting
Experience
Innov8 Labs Inc May 2015 - Present
Centric Strategic Advisors September 2014 - February 2015
crowdfynd, Inc. June 2014 - August 2014
Loop Capital October 2010 - June 2014
Ziegler January 2008 - September 2010
Ziegler November 2004 - December 2007
Loop Capital Markets June 2003 - November 2004
Bank One, NA January 2002 - June 2003
Skills
Capital Markets, Credit, Banking, Investments, Financial Modeling, Finance, Business Development, Investment Banking, Analysis, Project Finance, Fixed Income, Private Equity, Management, Structured Finance, Financial Analysis, Investor Relations, Credit Analysis, Market Research, Program Management, Consumer Insight, Digital Strategy, Mergers & Acquisitions, Strategy
Education
Startup Institute 2014 — 2014
Sales and Account Management
Northwestern University 2012 — 2014
Master of Science (MS), Integrated Marketing Communications
University of Chicago 1997 — 2001
Bachelor of Arts (BA), Economics, Honors
Illinois Mathematics and Science Academy 1994 — 1997
Diploma
Innov8 Labs Inc May 2015 - Present
Centric Strategic Advisors September 2014 - February 2015
crowdfynd, Inc. June 2014 - August 2014
Loop Capital October 2010 - June 2014
Ziegler January 2008 - September 2010
Ziegler November 2004 - December 2007
Loop Capital Markets June 2003 - November 2004
Bank One, NA January 2002 - June 2003
Skills
Capital Markets, Credit, Banking, Investments, Financial Modeling, Finance, Business Development, Investment Banking, Analysis, Project Finance, Fixed Income, Private Equity, Management, Structured Finance, Financial Analysis, Investor Relations, Credit Analysis, Market Research, Program Management, Consumer Insight, Digital Strategy, Mergers & Acquisitions, Strategy
Education
Startup Institute 2014 — 2014
Sales and Account Management
Northwestern University 2012 — 2014
Master of Science (MS), Integrated Marketing Communications
University of Chicago 1997 — 2001
Bachelor of Arts (BA), Economics, Honors
Illinois Mathematics and Science Academy 1994 — 1997
Diploma
Jordan Woodard's Loop Capital Markets Experience June 2015 - August 2015
Job Financial Analyst at Loop Capital
Industry Financial Services
Experience
Loop Capital August 2015 - Present
Loop Capital Markets June 2015 - August 2015
Fuller School of Excellence August 2014 - June 2015
Management Leadership for Tomorrow May 2012 - August 2014
NAACP June 2013 - May 2014
Purdue University June 2010 - May 2014
Wells Fargo January 2013 - August 2013
Wells Fargo January 2013 - January 2013
Kappa Alpha Psi Fraternity, Inc. 2012 - 2013
Kappa Alpha Psi 2012 - 2013
Skills
Microsoft Office, Linux
Education
Purdue University 2010 — 2014
Economics, Finance
Purdue University - Krannert School of Management 2010 — 2014
Economics, Finance
Loop Capital August 2015 - Present
Loop Capital Markets June 2015 - August 2015
Fuller School of Excellence August 2014 - June 2015
Management Leadership for Tomorrow May 2012 - August 2014
NAACP June 2013 - May 2014
Purdue University June 2010 - May 2014
Wells Fargo January 2013 - August 2013
Wells Fargo January 2013 - January 2013
Kappa Alpha Psi Fraternity, Inc. 2012 - 2013
Kappa Alpha Psi 2012 - 2013
Skills
Microsoft Office, Linux
Education
Purdue University 2010 — 2014
Economics, Finance
Purdue University - Krannert School of Management 2010 — 2014
Economics, Finance
ROHIT SYAL's Loop Capital Markets Experience March 2012 - August 2012
Job Managing Director and Head of Acquisitions, Infrastructure Investments at Ullico, Inc.
Industry Investment Management
Experience
Ullico, Inc. May 2014 - Present
Ullico Inc. August 2012 - Present
Loop Capital Markets March 2012 - August 2012
Loop Capital Markets February 2010 - February 2012
Loop Capital Markets June 2008 - January 2010
Wilbur Smith Associates (Transportation Finance Group) now known as CDM Smith August 2002 - May 2008
Trident Group June 1997 - June 2000
Skills
Financial Modeling, Due Diligence, Private Equity, Capital Markets, Project Finance, Investment Banking, Investments, Portfolio Management, Finance, Equities, Financial Structuring, Analysis, Securities, Management, Financial Markets
Education
The University of Chicago - Booth School of Business
MBA
University of Arizona
MS
Ullico, Inc. May 2014 - Present
Ullico Inc. August 2012 - Present
Loop Capital Markets March 2012 - August 2012
Loop Capital Markets February 2010 - February 2012
Loop Capital Markets June 2008 - January 2010
Wilbur Smith Associates (Transportation Finance Group) now known as CDM Smith August 2002 - May 2008
Trident Group June 1997 - June 2000
Skills
Financial Modeling, Due Diligence, Private Equity, Capital Markets, Project Finance, Investment Banking, Investments, Portfolio Management, Finance, Equities, Financial Structuring, Analysis, Securities, Management, Financial Markets
Education
The University of Chicago - Booth School of Business
MBA
University of Arizona
MS
Rasheia Johnson's Loop Capital Markets Experience February 2011 - August 2015
Job Senior Vice President
Industry Financial Services
Experience
Siebert Brandford Shank Co., LLC. September 2015 - Present
Loop Capital Markets February 2011 - August 2015
Public Financial Management, Inc. June 2006 - February 2011
City of Philadelphia 2001 - 2006
Skills
Financial Modeling, Fixed Income, Financial Analysis, Investments, Credit, Portfolio Management, Finance, Bloomberg, Bonds, Capital Markets, Investment Banking, Securities
Education
Albright College 1994 — 1998
Bachelor of Science (B.S.), Accounting
Siebert Brandford Shank Co., LLC. September 2015 - Present
Loop Capital Markets February 2011 - August 2015
Public Financial Management, Inc. June 2006 - February 2011
City of Philadelphia 2001 - 2006
Skills
Financial Modeling, Fixed Income, Financial Analysis, Investments, Credit, Portfolio Management, Finance, Bloomberg, Bonds, Capital Markets, Investment Banking, Securities
Education
Albright College 1994 — 1998
Bachelor of Science (B.S.), Accounting
Ken Hallman's Loop Capital Markets Experience June 2007 - Present
Job Institutional Equity Trader
Industry Financial Services
Experience
Loop Capital Markets June 2007 - Present
Knight Equity Markets 2001 - 2004
Education
Northern Illinois University 1993 — 1998
Loop Capital Markets June 2007 - Present
Knight Equity Markets 2001 - 2004
Education
Northern Illinois University 1993 — 1998
Chris Levin's Loop Capital Markets Experience December 2005 - Present
Job Head Trader at Loop Capital Markets
Industry Financial Services
Experience
Loop Capital Markets December 2005 - Present
Knight Trading Group 1997 - May 2004
Knight Capital Markets 1997 - May 2004
Education
Lake Forest College 1991 — 1996
Bachelor of Fine Arts (BFA), Finance, Economics
Loop Capital Markets December 2005 - Present
Knight Trading Group 1997 - May 2004
Knight Capital Markets 1997 - May 2004
Education
Lake Forest College 1991 — 1996
Bachelor of Fine Arts (BFA), Finance, Economics
Andrew Heilig's Loop Capital Markets Experience April 2007 - Present
Job Senior Vice President, Equity Trading at Loop Capital Markets
Industry Financial Services
Experience
Loop Capital Markets April 2007 - Present
Knight Capital Group January 2001 - May 2004
Skills
Equity Trading, Equities, Hedge Funds, Trading, Derivatives
Education
Eastern Illinois University 1995 — 1998
Loop Capital Markets April 2007 - Present
Knight Capital Group January 2001 - May 2004
Skills
Equity Trading, Equities, Hedge Funds, Trading, Derivatives
Education
Eastern Illinois University 1995 — 1998
Jason R. Auguste's Loop Capital Markets Experience January 2013 - August 2014
Job Credit Manager Wells Fargo Technology Banking
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Wells Fargo August 2014 - June 2015
Loop Capital Markets January 2013 - August 2014
Bloomberg October 2011 - January 2013
Moody's Analytics September 2006 - October 2011
Moody's Corporation August 2005 - September 2011
Moody's Investors Service (Prior to Moody's Analytics name change) August 2005 - September 2006
Skills
Bloomberg, Debt, Business Development, Financial Risk, Fixed Income, Research, Credit Risk, Contract Negotiation, Balance Sheet Review, Investment Management, Sales Presentations, Capital Markets Analysis, Series 63, Series 79, Analysis, Banking, Bloomberg Terminal, Capital Markets, Credit, Credit Analysis, Equities, FINRA, Financial Analysis, Financial Modeling, Financial Services, Investments, Portfolio Management, Risk Management, Sales
Education
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts (B.A.), Economics
Jesuit High School
Wells Fargo June 2015 - Present
Wells Fargo August 2014 - June 2015
Loop Capital Markets January 2013 - August 2014
Bloomberg October 2011 - January 2013
Moody's Analytics September 2006 - October 2011
Moody's Corporation August 2005 - September 2011
Moody's Investors Service (Prior to Moody's Analytics name change) August 2005 - September 2006
Skills
Bloomberg, Debt, Business Development, Financial Risk, Fixed Income, Research, Credit Risk, Contract Negotiation, Balance Sheet Review, Investment Management, Sales Presentations, Capital Markets Analysis, Series 63, Series 79, Analysis, Banking, Bloomberg Terminal, Capital Markets, Credit, Credit Analysis, Equities, FINRA, Financial Analysis, Financial Modeling, Financial Services, Investments, Portfolio Management, Risk Management, Sales
Education
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts (B.A.), Economics
Jesuit High School
Christopher Crump's Loop Capital Markets Experience June 2006 - January 2009
Job Senior Associate at Hutchinson, Shockey, Erley & Co.
Industry Banking
Experience
Hutchinson, Shockey, Erley & Co. July 2015 - Present
CastleOak Securities, L.P. July 2012 - Present
Ziegler December 2009 - May 2011
Loop Capital Markets June 2006 - January 2009
Malachi Group 2003 - 2004
Skills
Financial Modeling, Financial Analysis, Fixed Income, Management, Strategic Planning, Public Speaking, Leadership, Investments, Customer Service, Portfolio Management, Event Planning, Finance, Marketing, Series 52, Investment Banking, Bloomberg, Securities, Municipal Bonds, Public Finance, Equities, Valuation, Asset Management, Corporate Finance, Capital Markets, Microsoft Excel, Series 7
Education
Clark Atlanta University 1999 — 2004
Bachelor of Arts (B.A.), Economics
Glenbrook South High School 1995 — 1999
Spelman College
Hutchinson, Shockey, Erley & Co. July 2015 - Present
CastleOak Securities, L.P. July 2012 - Present
Ziegler December 2009 - May 2011
Loop Capital Markets June 2006 - January 2009
Malachi Group 2003 - 2004
Skills
Financial Modeling, Financial Analysis, Fixed Income, Management, Strategic Planning, Public Speaking, Leadership, Investments, Customer Service, Portfolio Management, Event Planning, Finance, Marketing, Series 52, Investment Banking, Bloomberg, Securities, Municipal Bonds, Public Finance, Equities, Valuation, Asset Management, Corporate Finance, Capital Markets, Microsoft Excel, Series 7
Education
Clark Atlanta University 1999 — 2004
Bachelor of Arts (B.A.), Economics
Glenbrook South High School 1995 — 1999
Spelman College
David Attisani, CFA's Loop Capital Markets Experience October 2014 - February 2015
Job Institutional Sales/Relationship Management
Industry Financial Services
Experience
Loop Capital Markets October 2014 - February 2015
Cortview Capital Markets/Pierpont Securities April 2012 - October 2013
Keefe, Bruyette & Woods August 2010 - November 2011
Rait Securities/ Aladdin Capital, LLC January 2009 - July 2010
Countrywide Securities 2004 - 2008
UBS 2002 - 2004
Bear Stearns 2001 - 2002
Prudential Securities 1995 - 2000
Prudential Securities 1995 - 1998
US Navy 1983 - April 1994
Skills
Securities, Structured Products, ABS, Capital Markets, Hedge Funds, Investments, Financial Analysis, Fixed Income, Equities, Asset Management, Portfolio Management, Private Equity, Trading, Series 63, Hedging, Finance, Bloomberg, Bonds, Investment Banking, Series 7, Structured Finance, Financial Structuring, Financial Risk, Credit Derivatives, Alternative Investments, Team Leadership, New Business Development, Leadership Development, Relationship Management, Loans, Financial Markets, CDO, MBS, Derivatives, Economics, CMBS, Sales
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
United States Naval Academy
BS, Economics
Loop Capital Markets October 2014 - February 2015
Cortview Capital Markets/Pierpont Securities April 2012 - October 2013
Keefe, Bruyette & Woods August 2010 - November 2011
Rait Securities/ Aladdin Capital, LLC January 2009 - July 2010
Countrywide Securities 2004 - 2008
UBS 2002 - 2004
Bear Stearns 2001 - 2002
Prudential Securities 1995 - 2000
Prudential Securities 1995 - 1998
US Navy 1983 - April 1994
Skills
Securities, Structured Products, ABS, Capital Markets, Hedge Funds, Investments, Financial Analysis, Fixed Income, Equities, Asset Management, Portfolio Management, Private Equity, Trading, Series 63, Hedging, Finance, Bloomberg, Bonds, Investment Banking, Series 7, Structured Finance, Financial Structuring, Financial Risk, Credit Derivatives, Alternative Investments, Team Leadership, New Business Development, Leadership Development, Relationship Management, Loans, Financial Markets, CDO, MBS, Derivatives, Economics, CMBS, Sales
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
United States Naval Academy
BS, Economics
Sidney Dillard's Loop Capital Markets Experience August 2002 - Present
Job Partner & Head of Corporate Investment Banking at Loop Capital Markets
Industry Investment Banking
Experience
Loop Capital Markets August 2002 - Present
Northern Trust Corporation 1997 - 2002
Chicago Park District 1994 - 1996
Northern Trust Corporation September 1984 - 1994
Skills
Capital Markets, Investment Banking, Valuation, Securities, Investments, Financial Modeling, Equities, Fixed Income, Corporate Finance, Due Diligence, Mergers & Acquisitions, Series 7, Financial Analysis
Education
Stanford University 1980 — 1984
Bachelor of Arts (BA), Economics
Evanston Township High School 1976 — 1980
Loop Capital Markets August 2002 - Present
Northern Trust Corporation 1997 - 2002
Chicago Park District 1994 - 1996
Northern Trust Corporation September 1984 - 1994
Skills
Capital Markets, Investment Banking, Valuation, Securities, Investments, Financial Modeling, Equities, Fixed Income, Corporate Finance, Due Diligence, Mergers & Acquisitions, Series 7, Financial Analysis
Education
Stanford University 1980 — 1984
Bachelor of Arts (BA), Economics
Evanston Township High School 1976 — 1980
Erica Lute Mehandru's Loop Capital Markets Experience June 2008 - September 2008
Job Assistant Director, Index Operations at Center for Research in Security Prices (CRSP)
Industry Financial Services
Experience
Center for Research in Security Prices (CRSP) January 2014 - Present
Center for Research in Security Prices (CRSP) November 2012 - January 2014
Center for Research in Security Prices (CRSP) September 2010 - November 2012
Loop Capital Markets June 2008 - September 2008
BNP Paribas June 2005 - July 2007
Skills
SQL, Data Analysis, Financial Modeling, Competitive Analysis, VBA, Databases, Analytics, Analysis, SAS, Valuation, Program Management, Strategy, Electrical Engineering, Business Analysis, Statistics, Process Improvement, Project Management, Energy, Business Strategy, Corporate Finance
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA
Purdue University 2000 — 2004
BSEE
Center for Research in Security Prices (CRSP) January 2014 - Present
Center for Research in Security Prices (CRSP) November 2012 - January 2014
Center for Research in Security Prices (CRSP) September 2010 - November 2012
Loop Capital Markets June 2008 - September 2008
BNP Paribas June 2005 - July 2007
Skills
SQL, Data Analysis, Financial Modeling, Competitive Analysis, VBA, Databases, Analytics, Analysis, SAS, Valuation, Program Management, Strategy, Electrical Engineering, Business Analysis, Statistics, Process Improvement, Project Management, Energy, Business Strategy, Corporate Finance
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA
Purdue University 2000 — 2004
BSEE
Selena J. Roker's Loop Capital Markets Experience June 2009 - August 2009
Job Financial Consultant at ChickfilA
Industry Food & Beverages
Experience
Chick-fil-A September 2010 - Present
Loop Capital Markets June 2009 - August 2009
Lehman Brothers May 2005 - July 2008
Education
The University of Chicago 2008 — 2010
Masters of Business Administration, Analytic Finance, Accounting & Strategic Management
Bryn Mawr College 1998 — 2002
BA, Mathematics & Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
Economic History & Mathematics
Jamaica High School
Chick-fil-A September 2010 - Present
Loop Capital Markets June 2009 - August 2009
Lehman Brothers May 2005 - July 2008
Education
The University of Chicago 2008 — 2010
Masters of Business Administration, Analytic Finance, Accounting & Strategic Management
Bryn Mawr College 1998 — 2002
BA, Mathematics & Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
Economic History & Mathematics
Jamaica High School
Dominic Romano's Loop Capital Markets Experience April 2014 - Present
Job Intl Equity Trading
Industry Financial Services
Experience
Loop Capital Markets April 2014 - Present
Cheuvreux May 2006 - Present
Skills
Equities, Electronic Trading, Trading Systems, Financial Markets, Market Data, Equity Trading, Hedge Funds, Trading, Options, Capital Markets, Bloomberg, Series 7, Prime Brokerage, Derivatives, Equity Derivatives, Fixed Income, ETFs
Education
Pace University 1990 — 1994
bba, Finance
Loop Capital Markets April 2014 - Present
Cheuvreux May 2006 - Present
Skills
Equities, Electronic Trading, Trading Systems, Financial Markets, Market Data, Equity Trading, Hedge Funds, Trading, Options, Capital Markets, Bloomberg, Series 7, Prime Brokerage, Derivatives, Equity Derivatives, Fixed Income, ETFs
Education
Pace University 1990 — 1994
bba, Finance
Cary Schulz's Loop Capital Markets Experience October 2004 - Present
Job Director at Loop Capital Markets
Industry Investment Banking
Experience
Loop Capital Markets October 2004 - Present
Banc One Capital Markets September 1998 - August 2004
Skills
Series 7, Bonds, Equities, Fixed Income, Capital Markets, Derivatives, Trading, Securities, Bloomberg, Hedge Funds, Investment Banking, Alternative Investments
Education
Miami University 1987 — 1991
BS, Business
Loop Capital Markets October 2004 - Present
Banc One Capital Markets September 1998 - August 2004
Skills
Series 7, Bonds, Equities, Fixed Income, Capital Markets, Derivatives, Trading, Securities, Bloomberg, Hedge Funds, Investment Banking, Alternative Investments
Education
Miami University 1987 — 1991
BS, Business
Denean Pillar-Jackson's Loop Capital Markets Experience February 1998 - August 2004
Job Associate Director, Partner Relations Year Up Chicago
Industry Program Development
Experience
Year Up July 2010 - Present
TeachOne Yoga September 2009 - Present
Employ America August 2004 - July 2010
Loop Capital Markets February 1998 - August 2004
NASD Regulation June 1995 - February 1998
Option Funding Group June 1992 - June 1995
Skills
Public Speaking, Non-profits, Strategic Planning, Social Media Marketing, Research, Social Media, Training, Project Management, Risk Management, Event Planning, Customer Service, PowerPoint, Business Strategy
Education
Illinois Institute of Technology
Masters of Science, Finance, Financial Markets and Trading
Hampton University
Bachelor of Science, Finance
Kenwood Academy
ray
Year Up July 2010 - Present
TeachOne Yoga September 2009 - Present
Employ America August 2004 - July 2010
Loop Capital Markets February 1998 - August 2004
NASD Regulation June 1995 - February 1998
Option Funding Group June 1992 - June 1995
Skills
Public Speaking, Non-profits, Strategic Planning, Social Media Marketing, Research, Social Media, Training, Project Management, Risk Management, Event Planning, Customer Service, PowerPoint, Business Strategy
Education
Illinois Institute of Technology
Masters of Science, Finance, Financial Markets and Trading
Hampton University
Bachelor of Science, Finance
Kenwood Academy
ray
Sixu Hu's Loop Capital Markets Experience May 2011 - March 2013
Job Corporate FP&A
Industry Computer Software
Experience
Machine Zone, Inc. July 2015 - Present
Oracle May 2014 - July 2015
Loop Capital Markets May 2011 - March 2013
Loop Capital Markets May 2008 - April 2011
Loop Capital Markets November 2007 - April 2008
Bank of China International June 2007 - August 2007
Calyon Financial, Inc. February 2007 - June 2007
Skills
Capital Markets, Investment Banking, Fixed Income, Valuation, Financial Modeling, Structured Products, Financial Advisory, Bloomberg, Equities, Corporate Finance, Financial Analysis, Hedge Funds, Structured Finance, Asset Management, Private Equity
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), General Management & Entrepreneurship
Illinois Institute of Technology
Master of Science (M.S.), Finance
University of International Business and Economics
BA, International Business and Economics
Machine Zone, Inc. July 2015 - Present
Oracle May 2014 - July 2015
Loop Capital Markets May 2011 - March 2013
Loop Capital Markets May 2008 - April 2011
Loop Capital Markets November 2007 - April 2008
Bank of China International June 2007 - August 2007
Calyon Financial, Inc. February 2007 - June 2007
Skills
Capital Markets, Investment Banking, Fixed Income, Valuation, Financial Modeling, Structured Products, Financial Advisory, Bloomberg, Equities, Corporate Finance, Financial Analysis, Hedge Funds, Structured Finance, Asset Management, Private Equity
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), General Management & Entrepreneurship
Illinois Institute of Technology
Master of Science (M.S.), Finance
University of International Business and Economics
BA, International Business and Economics
Kimberly Mitchell's Loop Capital Markets Experience October 2003 - December 2014
Job Tennis Player South Olive
Industry Investment Banking
Experience
City of West Palm Beach March 2002 - April 2015
Loop Capital Markets October 2003 - December 2014
Skills
Strategic Planning, Government, Contract Negotiation, Nonprofits, Event Management, Public Speaking, Economic Development, Event Planning, Risk Management, Public Relations, Non-profits, Outlook, Management, Municipalities, Budgets, Organizational..., Program Management, Policy, Community Outreach, Negotiation
Education
Florida State University
Bachelor of Arts (B.A.)
Florida State University
Bachelor of Science
City of West Palm Beach March 2002 - April 2015
Loop Capital Markets October 2003 - December 2014
Skills
Strategic Planning, Government, Contract Negotiation, Nonprofits, Event Management, Public Speaking, Economic Development, Event Planning, Risk Management, Public Relations, Non-profits, Outlook, Management, Municipalities, Budgets, Organizational..., Program Management, Policy, Community Outreach, Negotiation
Education
Florida State University
Bachelor of Arts (B.A.)
Florida State University
Bachelor of Science
Banting Wu's Loop Capital Markets Experience 2008 - 2012
Job Director, Public Finance
Industry Investment Banking
Experience
A U.S. Banking Institution 2012 - Present
Loop Capital Markets 2008 - 2012
JPMorgan 2005 - 2008
Banc of America Securities 2003 - 2005
Banc One Capital Markets, Inc. 2000 - 2003
Evensen Dodge 1998 - 2000
Public Resources Advisory Group 1995 - 1998
The City of New York 1988 - 1990
The United Nations 1986 - 1988
Skills
Capital Markets, Fixed Income, Municipal Bonds, Tax Law, Quantitative Finance, Investments, Economic Research, Consulting
Education
Carnegie Mellon University
MS/MBA
New School For Social Research
MA
University of Wisconsin-Madison
BS
A U.S. Banking Institution 2012 - Present
Loop Capital Markets 2008 - 2012
JPMorgan 2005 - 2008
Banc of America Securities 2003 - 2005
Banc One Capital Markets, Inc. 2000 - 2003
Evensen Dodge 1998 - 2000
Public Resources Advisory Group 1995 - 1998
The City of New York 1988 - 1990
The United Nations 1986 - 1988
Skills
Capital Markets, Fixed Income, Municipal Bonds, Tax Law, Quantitative Finance, Investments, Economic Research, Consulting
Education
Carnegie Mellon University
MS/MBA
New School For Social Research
MA
University of Wisconsin-Madison
BS
Eric Lane's Loop Capital Markets Experience February 2013 - October 2014
Job M&A Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse November 2014 - Present
Loop Capital Markets February 2013 - October 2014
Loop Capital Markets September 2009 - February 2013
DLA Piper May 2006 - August 2008
Ethicon Endo-Surgery March 2008 - May 2008
Duke University Medical Center September 2002 - May 2005
Skills
Financial Modeling, Investment Banking, Intellectual Property, Valuation, Mergers, Company Acquisitions, Capital Markets, Utility Industry, Energy Industry, PowerPlant, Private Placements, PowerPoint, Excel, Patents
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2008
MBA, Finance and Entrepreneurial Studies
University of Michigan Law School 2005 — 2008
Doctor of Law (J.D.)
Duke University 1999 — 2003
BA, Double Majors in Chemistry and Cultural Anthropology
Credit Suisse November 2014 - Present
Loop Capital Markets February 2013 - October 2014
Loop Capital Markets September 2009 - February 2013
DLA Piper May 2006 - August 2008
Ethicon Endo-Surgery March 2008 - May 2008
Duke University Medical Center September 2002 - May 2005
Skills
Financial Modeling, Investment Banking, Intellectual Property, Valuation, Mergers, Company Acquisitions, Capital Markets, Utility Industry, Energy Industry, PowerPlant, Private Placements, PowerPoint, Excel, Patents
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2008
MBA, Finance and Entrepreneurial Studies
University of Michigan Law School 2005 — 2008
Doctor of Law (J.D.)
Duke University 1999 — 2003
BA, Double Majors in Chemistry and Cultural Anthropology
Thomas R. Rosen's Loop Capital Markets Experience November 2012 - Present
Job Managing Director, Head of Power, Utilities, & Energy at Loop Capital Markets
Industry Financial Services
Experience
Loop Capital Markets November 2012 - Present
Amperage Advisory Partners, LLC (formerly Green Amperage Partners, LLC) December 2011 - November 2012
Nomura Securities February 2010 - December 2011
Amperage Advisory Partners, LLC (formerly Green Amperage Partners, LLC) January 2009 - February 2010
Barclays Capital July 2008 - January 2009
Banc of America Securities July 2000 - May 2008
Chase Manhattan/ Chase Securities - Now JP Morgan May 1987 - July 2000
Skills
Mergers, Recapitalizations, Divestitures, Renewable Energy, Investment Banking, Energy, Acquisitions, Capital Markets, Corporate Finance, Investments, Management, Mergers, Private Equity, Risk Management, Valuation, Venture Capital, Mergers & Acquisitions, Securities
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
MS, Finance
University of Minnesota - Carlson School of Management 1980 — 1984
BS, Finance and Economics
Loop Capital Markets November 2012 - Present
Amperage Advisory Partners, LLC (formerly Green Amperage Partners, LLC) December 2011 - November 2012
Nomura Securities February 2010 - December 2011
Amperage Advisory Partners, LLC (formerly Green Amperage Partners, LLC) January 2009 - February 2010
Barclays Capital July 2008 - January 2009
Banc of America Securities July 2000 - May 2008
Chase Manhattan/ Chase Securities - Now JP Morgan May 1987 - July 2000
Skills
Mergers, Recapitalizations, Divestitures, Renewable Energy, Investment Banking, Energy, Acquisitions, Capital Markets, Corporate Finance, Investments, Management, Mergers, Private Equity, Risk Management, Valuation, Venture Capital, Mergers & Acquisitions, Securities
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
MS, Finance
University of Minnesota - Carlson School of Management 1980 — 1984
BS, Finance and Economics
John Andersen, CFA's Loop Capital Markets Experience July 2014 - April 2015
Job Senior Associate at Kaufman Hall
Industry Financial Services
Experience
Kaufman Hall May 2015 - Present
Loop Capital Markets July 2014 - April 2015
Loop Capital Markets June 2013 - July 2014
Cabrera Capital Markets, LLC April 2012 - June 2013
Edward Jones January 2011 - March 2012
Edward Jones June 2009 - January 2011
Edward Jones June 2008 - July 2009
Skills
Investment Banking, Trading, Public Finance, Financial Analysis, Public Speaking, Fixed Income, Financial Transactions, Investment Strategies, Series 7, Bonds, Project Finance, Proposal Writing, Improvisation, Bloomberg, Finance, Investments, Financial Modeling, Securities, Capital Markets, Financial Structuring, Transaction Management
Education
University of Missouri - 2008 2003 — 2008
BS, Business Administration
University of Missouri - 2008 2003 — 2008
BA, International Studies
Universitat d'Alacant 2007 — 2007
n/a, International Business
iO Theater
Second City
Kaufman Hall May 2015 - Present
Loop Capital Markets July 2014 - April 2015
Loop Capital Markets June 2013 - July 2014
Cabrera Capital Markets, LLC April 2012 - June 2013
Edward Jones January 2011 - March 2012
Edward Jones June 2009 - January 2011
Edward Jones June 2008 - July 2009
Skills
Investment Banking, Trading, Public Finance, Financial Analysis, Public Speaking, Fixed Income, Financial Transactions, Investment Strategies, Series 7, Bonds, Project Finance, Proposal Writing, Improvisation, Bloomberg, Finance, Investments, Financial Modeling, Securities, Capital Markets, Financial Structuring, Transaction Management
Education
University of Missouri - 2008 2003 — 2008
BS, Business Administration
University of Missouri - 2008 2003 — 2008
BA, International Studies
Universitat d'Alacant 2007 — 2007
n/a, International Business
iO Theater
Second City
Kathleen Bramlage's Loop Capital Markets Experience July 2000 - January 2005
Job Senior Debt Analyst/Portfolio Manager at Massachusetts State Treasurer's Office
Industry Investment Management
Experience
Massachusetts State Treasurer's Office October 2014 - Present
Treasury Partners November 2009 - October 2014
Value Line May 2005 - November 2009
Loop Capital Markets July 2000 - January 2005
Skills
Securities, Investments, Analysis, Portfolio Management, Trading, Finance, Bonds, Cash Management, Fixed Income, FINRA, Financial Advisory, Asset Management, Hedge Funds, Capital Markets, Mutual Funds, Equities, Alternative Investments, Asset Allocation
Education
Oakland University 1980 — 1982
BS, Accounting
Massachusetts State Treasurer's Office October 2014 - Present
Treasury Partners November 2009 - October 2014
Value Line May 2005 - November 2009
Loop Capital Markets July 2000 - January 2005
Skills
Securities, Investments, Analysis, Portfolio Management, Trading, Finance, Bonds, Cash Management, Fixed Income, FINRA, Financial Advisory, Asset Management, Hedge Funds, Capital Markets, Mutual Funds, Equities, Alternative Investments, Asset Allocation
Education
Oakland University 1980 — 1982
BS, Accounting
Pamela Mobley's Loop Capital Markets Experience January 2012 - July 2014
Job President and CEO at The RSI Group
Industry Financial Services
Experience
The RSI Group August 2014 - Present
Loop Capital Markets January 2012 - July 2014
Grigsby & Associates February 2011 - January 2012
TKG & Associates March 2009 - January 2011
Samuel A. Ramirez & Co., Inc. October 2007 - February 2009
Siebert Brandford Shank & Co., LLC February 1997 - October 2007
Stephens Inc. 1991 - 1993
Skills
Bonds, Financial Modeling, Capital Markets, Fixed Income, Investment Banking, Due Diligence, Credit Analysis, Investments, Structured Finance, Private Equity, Equities, Strategic Financial..., Securities, Series 7, Asset Management, Mergers & Acquisitions, Valuation, Portfolio Management, Bloomberg, Finance, Project Finance, Hedge Funds, Financial Structuring, Alternative Investments
Education
Hendrix College 1988 — 1992
B.A., Economics
The RSI Group August 2014 - Present
Loop Capital Markets January 2012 - July 2014
Grigsby & Associates February 2011 - January 2012
TKG & Associates March 2009 - January 2011
Samuel A. Ramirez & Co., Inc. October 2007 - February 2009
Siebert Brandford Shank & Co., LLC February 1997 - October 2007
Stephens Inc. 1991 - 1993
Skills
Bonds, Financial Modeling, Capital Markets, Fixed Income, Investment Banking, Due Diligence, Credit Analysis, Investments, Structured Finance, Private Equity, Equities, Strategic Financial..., Securities, Series 7, Asset Management, Mergers & Acquisitions, Valuation, Portfolio Management, Bloomberg, Finance, Project Finance, Hedge Funds, Financial Structuring, Alternative Investments
Education
Hendrix College 1988 — 1992
B.A., Economics
Jason Zhao's Loop Capital Markets Experience June 2006 - December 2006
Job Model Validation Leader at BMO
Industry Financial Services
Experience
BMO July 2015 - Present
Wintrust Financial March 2014 - July 2015
HSBC March 2011 - February 2014
Northern Trust April 2010 - July 2011
M&T Bank May 2009 - April 2010
QRM January 2007 - March 2009
Loop Capital Markets June 2006 - December 2006
Skills
Fixed Income, Financial Modeling, Risk Management, Financial Risk, Basel II, Financial Analysis, Portfolio Management, Derivatives, Investments, Finance, Credit Risk, Valuation, Stress Testing
Education
The University of Chicago Booth School of Business 2004 — 2007
MBA, Finance
Southern Illinois University, Carbondale 1997 — 1999
MS, Mechanical Engineering
University of Science and Technology Beijing
BS, ME/EE
BMO July 2015 - Present
Wintrust Financial March 2014 - July 2015
HSBC March 2011 - February 2014
Northern Trust April 2010 - July 2011
M&T Bank May 2009 - April 2010
QRM January 2007 - March 2009
Loop Capital Markets June 2006 - December 2006
Skills
Fixed Income, Financial Modeling, Risk Management, Financial Risk, Basel II, Financial Analysis, Portfolio Management, Derivatives, Investments, Finance, Credit Risk, Valuation, Stress Testing
Education
The University of Chicago Booth School of Business 2004 — 2007
MBA, Finance
Southern Illinois University, Carbondale 1997 — 1999
MS, Mechanical Engineering
University of Science and Technology Beijing
BS, ME/EE
Aaron Miles's Loop Capital Markets Experience June 2004 - August 2004
Job General Partner at Miles & Walsh Capital
Industry Real Estate
Experience
Miles & Walsh Capital October 2010 - Present
Loop Capital Markets June 2004 - August 2004
Skills
Microsoft Word, Event Planning, Leadership, Data Analysis, PowerPoint, Public Speaking, Social Networking, Management, Social Media, Customer Service, Valuation, Property Management, Real Estate Transactions, Real Estate Financing, Debt & Equity Financing, Microsoft Excel, Microsoft Office, WordPress
Education
University of Illinois at Chicago 2005 — 2009
Bachelor Science, Finance & Entrepreneurial Studies
University of Illinois at Chicago 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Miles & Walsh Capital October 2010 - Present
Loop Capital Markets June 2004 - August 2004
Skills
Microsoft Word, Event Planning, Leadership, Data Analysis, PowerPoint, Public Speaking, Social Networking, Management, Social Media, Customer Service, Valuation, Property Management, Real Estate Transactions, Real Estate Financing, Debt & Equity Financing, Microsoft Excel, Microsoft Office, WordPress
Education
University of Illinois at Chicago 2005 — 2009
Bachelor Science, Finance & Entrepreneurial Studies
University of Illinois at Chicago 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Wei-Li Pai's Loop Capital Markets Experience May 2012 - September 2015
Job Managing Director at Loop Capital Markey
Industry Investment Banking
Experience
Loop Capital Markets May 2012 - September 2015
Public Resources Advisory Group September 2006 - May 2012
City of New York, Office of Management and Budget August 1987 - September 2004
Skills
Public Finance, Capital Markets, Fixed Income, Investment Banking, Securities, Financial Modeling, Economic Development, Financial Analysis, Government, Municipalities, Public Policy, Project Finance, Bonds, Quantitative Analytics, Financial Structuring, Finance, Structured Finance, Series 7, Securitization, Credit Analysis, Risk Management, Financial Risk, Strategy, Budgets, Strategic Financial...
Education
The London School of Economics and Political Science (LSE) 1984 — 1985
Master of Science, Political Sociology
Rutgers University-New Brunswick 1979 — 1983
BS, Political Science and Economics
Loop Capital Markets May 2012 - September 2015
Public Resources Advisory Group September 2006 - May 2012
City of New York, Office of Management and Budget August 1987 - September 2004
Skills
Public Finance, Capital Markets, Fixed Income, Investment Banking, Securities, Financial Modeling, Economic Development, Financial Analysis, Government, Municipalities, Public Policy, Project Finance, Bonds, Quantitative Analytics, Financial Structuring, Finance, Structured Finance, Series 7, Securitization, Credit Analysis, Risk Management, Financial Risk, Strategy, Budgets, Strategic Financial...
Education
The London School of Economics and Political Science (LSE) 1984 — 1985
Master of Science, Political Sociology
Rutgers University-New Brunswick 1979 — 1983
BS, Political Science and Economics
Martin Trekas's Loop Capital Markets Experience February 2011 - Present
Job V.P. Fixed Income Sales Loop Capital Markets
Industry Investment Banking
Experience
Loop Capital Markets February 2011 - Present
Cabrera Capital Markets, LLC April 2004 - February 2011
Banc One Capital Markets 1990 - 2004
Education
DePaul University 1986 — 1990
B.S., Finance
Loop Capital Markets February 2011 - Present
Cabrera Capital Markets, LLC April 2004 - February 2011
Banc One Capital Markets 1990 - 2004
Education
DePaul University 1986 — 1990
B.S., Finance
Frank Oh's Loop Capital Markets Experience March 2011 - Present
Job Managing Director at Loop Capital Markets
Industry Financial Services
Experience
Loop Capital Markets March 2011 - Present
Goldman Sachs March 2004 - November 2008
Skills
Investment Banking, Portfolio Management, Financial Modeling, Bloomberg, Corporate Finance, Derivatives, Financial Structuring, Private Equity, Valuation, Bonds, Hedge Funds
Education
New York University 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
Massachusetts Institute of Technology 1981 — 1985
Bachelor's degree
Loop Capital Markets March 2011 - Present
Goldman Sachs March 2004 - November 2008
Skills
Investment Banking, Portfolio Management, Financial Modeling, Bloomberg, Corporate Finance, Derivatives, Financial Structuring, Private Equity, Valuation, Bonds, Hedge Funds
Education
New York University 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
Massachusetts Institute of Technology 1981 — 1985
Bachelor's degree
Adam Mackasek's Loop Capital Markets Experience August 2011 - February 2014
Job Production Coordinator at Riot Games
Industry Entertainment
Experience
Riot Games March 2014 - Present
Loop Capital Markets August 2011 - February 2014
Loop Capital Markets 2009 - August 2011
Crawford Street Partners LLC May 2008 - November 2009
Valera Global Inc. June 2004 - September 2007
Education
Rutgers University-New Brunswick 2005 — 2009
BA, Art History
Riot Games March 2014 - Present
Loop Capital Markets August 2011 - February 2014
Loop Capital Markets 2009 - August 2011
Crawford Street Partners LLC May 2008 - November 2009
Valera Global Inc. June 2004 - September 2007
Education
Rutgers University-New Brunswick 2005 — 2009
BA, Art History
Ken Quaiver's Loop Capital Markets Experience May 2012 - Present
Job Equity Operations Associate at Loop Capital Markets
Industry Financial Services
Experience
Loop Capital Markets May 2012 - Present
Terra Nova Financial July 2006 - December 2010
Ernst & Young 2001 - 2005
Skills
Options, Brokerage, Bloomberg, Financial Risk, Securities, Equities, Trading, Derivatives, Trading Systems
Education
University of Illinois at Chicago
Loop Capital Markets May 2012 - Present
Terra Nova Financial July 2006 - December 2010
Ernst & Young 2001 - 2005
Skills
Options, Brokerage, Bloomberg, Financial Risk, Securities, Equities, Trading, Derivatives, Trading Systems
Education
University of Illinois at Chicago
Vania Petkova's Loop Capital Markets Experience October 2012 - Present
Job Analyst at Loop Capital Markets
Industry Financial Services
Experience
College of DuPage May 2014 - Present
University of Illinois at Chicago August 2013 - Present
Loop Capital Markets October 2012 - Present
Global Economics Group June 2008 - October 2012
Skills
Economics, Finance, Project Management, Valuation, Financial Analysis, SAS, Data Analysis, Data Modeling, Research, Series 63, Series 7, Municipal Bonds, Strategy, Data Management, Reporting & Analysis, Bloomberg, Financial Modeling, Investments, Investment Banking, Fixed Income, Time Series Analysis, Econometrics
Education
University of Illinois at Chicago 2006 — 2007
Master of Arts, Economics
South-West University 2000 — 2004
Bachelor of Arts, Finance; Minor Accounting
College of DuPage May 2014 - Present
University of Illinois at Chicago August 2013 - Present
Loop Capital Markets October 2012 - Present
Global Economics Group June 2008 - October 2012
Skills
Economics, Finance, Project Management, Valuation, Financial Analysis, SAS, Data Analysis, Data Modeling, Research, Series 63, Series 7, Municipal Bonds, Strategy, Data Management, Reporting & Analysis, Bloomberg, Financial Modeling, Investments, Investment Banking, Fixed Income, Time Series Analysis, Econometrics
Education
University of Illinois at Chicago 2006 — 2007
Master of Arts, Economics
South-West University 2000 — 2004
Bachelor of Arts, Finance; Minor Accounting
Ani Tchaghlasian's Loop Capital Markets Experience January 2011 - Present
Job Investment Banking Professional
Industry Investment Banking
Experience
Loop Capital Markets January 2011 - Present
Societe Generale October 1996 - October 2008
United Nations January 1996 - September 2001
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Corporate Finance, Derivatives, Bloomberg, Strategic Planning, Mergers, Economics, International Relations, Financial Markets, Project Finance, Fundraising
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Syracuse University - Maxwell School 1994 — 1995
MA, International Relations
Franklin & Marshall College 1990 — 1994
BA, International Relations, French
Loop Capital Markets January 2011 - Present
Societe Generale October 1996 - October 2008
United Nations January 1996 - September 2001
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Corporate Finance, Derivatives, Bloomberg, Strategic Planning, Mergers, Economics, International Relations, Financial Markets, Project Finance, Fundraising
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Syracuse University - Maxwell School 1994 — 1995
MA, International Relations
Franklin & Marshall College 1990 — 1994
BA, International Relations, French
Al Dinwidde II's Loop Capital Markets Experience 2004 - Present
Job Senior Vice President at Loop Capital Markets
Industry Investment Banking
Experience
Loop Capital Markets 2004 - Present
Skills
Fixed Income, Trading, Structured Finance, Series 63, Financial Analysis, Capital Markets, Valuation, Asset Managment, Public Finance, Series 7, Hedge Funds, Alternative Investments, Investment Banking, Investments, Equities, Bonds, Credit, Portfolio Management, Options, Securities, Financial Modeling
Education
Howard University
Bachelor of Business Administration (BBA), Finance, General
Loop Capital Markets 2004 - Present
Skills
Fixed Income, Trading, Structured Finance, Series 63, Financial Analysis, Capital Markets, Valuation, Asset Managment, Public Finance, Series 7, Hedge Funds, Alternative Investments, Investment Banking, Investments, Equities, Bonds, Credit, Portfolio Management, Options, Securities, Financial Modeling
Education
Howard University
Bachelor of Business Administration (BBA), Finance, General
Rock Fu's Loop Capital Markets Experience August 2011 - May 2014
Job Managing Director Head of Financial Institutions DCM at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. May 2014 - Present
Loop Capital Markets August 2011 - May 2014
Aladdin Capital 2009 - August 2011
Banc of America Securities March 2000 - February 2008
Merrill Lynch April 1996 - March 2000
Credit Suisse First Boston February 1993 - April 1996
Skills
Fixed Income, Alternative Investments, Capital Markets, Derivatives, Investments, Equities, Financial Modeling, DCM, Bloomberg, Valuation, Emerging Markets, Portfolio Management, Asset Management
Education
Cornell University 1985 — 1989
Bachelors, Economics
Mizuho Securities USA Inc. May 2014 - Present
Loop Capital Markets August 2011 - May 2014
Aladdin Capital 2009 - August 2011
Banc of America Securities March 2000 - February 2008
Merrill Lynch April 1996 - March 2000
Credit Suisse First Boston February 1993 - April 1996
Skills
Fixed Income, Alternative Investments, Capital Markets, Derivatives, Investments, Equities, Financial Modeling, DCM, Bloomberg, Valuation, Emerging Markets, Portfolio Management, Asset Management
Education
Cornell University 1985 — 1989
Bachelors, Economics
Monica Chaturvedi's Loop Capital Markets Experience June 2011 - August 2011
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan June 2013 - August 2013
Northern Trust Corporation June 2012 - August 2012
Loop Capital Markets June 2011 - August 2011
Deloitte February 2009 - June 2009
Skills
Excel, PowerPoint, Spanish, Microsoft Word, Bloomberg, Microsoft Excel, Financial Modeling, Investments, Financial Analysis, Public Speaking, Research, Finance
Education
Washington University in St. Louis - Olin Business School 2010 — 2014
Universidad Carlos III de Madrid 2013 — 2013
Whitney M. Young Magnet High School 2004 — 2010
J.P. Morgan August 2014 - Present
J.P. Morgan June 2013 - August 2013
Northern Trust Corporation June 2012 - August 2012
Loop Capital Markets June 2011 - August 2011
Deloitte February 2009 - June 2009
Skills
Excel, PowerPoint, Spanish, Microsoft Word, Bloomberg, Microsoft Excel, Financial Modeling, Investments, Financial Analysis, Public Speaking, Research, Finance
Education
Washington University in St. Louis - Olin Business School 2010 — 2014
Universidad Carlos III de Madrid 2013 — 2013
Whitney M. Young Magnet High School 2004 — 2010
Julia Saunders's Loop Capital Markets Experience September 2008 - Present
Job Senior Vice President at Loop Capital Markets
Industry Financial Services
Experience
Loop Capital Markets September 2008 - Present
Lehman Brothers 2004 - 2008
Merrill Lynch August 1999 - May 2004
Skills
Equities, Electronic Trading, Trading, Equity Trading, Trading Systems, Hedge Funds, Asset Management, Portfolio Management, Securities, Fixed Income
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Entrepreneurship
Spelman College 1989 — 1994
BA, Mathematics
Loop Capital Markets September 2008 - Present
Lehman Brothers 2004 - 2008
Merrill Lynch August 1999 - May 2004
Skills
Equities, Electronic Trading, Trading, Equity Trading, Trading Systems, Hedge Funds, Asset Management, Portfolio Management, Securities, Fixed Income
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Entrepreneurship
Spelman College 1989 — 1994
BA, Mathematics
Dwain Johnson's Loop Capital Markets Experience June 2012 - Present
Job
Industry Investment Banking
Experience
Loop Capital Markets June 2012 - Present
KPMG October 2009 - Present
McGladrey November 2011 - June 2012
KPMG July 2011 - October 2011
LeaseTeam, Inc. June 2009 - October 2009
Carlson Systems Engineering February 2007 - March 2008
Education
University of Nebraska at Omaha 2005 — 2009
Bachelor of Arts, Accounting
Western Illinois University 2004 — 2005
Loop Capital Markets June 2012 - Present
KPMG October 2009 - Present
McGladrey November 2011 - June 2012
KPMG July 2011 - October 2011
LeaseTeam, Inc. June 2009 - October 2009
Carlson Systems Engineering February 2007 - March 2008
Education
University of Nebraska at Omaha 2005 — 2009
Bachelor of Arts, Accounting
Western Illinois University 2004 — 2005
Booker Whitt's Loop Capital Markets Experience 2005 - 2014
Job Vice President at Loop Capital Markets
Industry Financial Services
Experience
Loop Capital Markets 2005 - 2014
Crowe Horwath 2004 - 2005
Education
The University of Chicago Booth School of Business 2001 — 2003
2003, Finance, Accounting, Entrepreneurship
Brother Rice High School
University of Chicago
University of Chicago
Loop Capital Markets 2005 - 2014
Crowe Horwath 2004 - 2005
Education
The University of Chicago Booth School of Business 2001 — 2003
2003, Finance, Accounting, Entrepreneurship
Brother Rice High School
University of Chicago
University of Chicago
Jon Lind's Loop Capital Markets Experience 2011 - Present
Job Fixed Income Associate at Loop Capital Markets
Industry Capital Markets
Experience
Loop Capital Markets 2011 - Present
Skills
Series 7, Series 63
Education
Miami University 2006 — 2010
New Trier High School 2002 — 2006
Loop Capital Markets 2011 - Present
Skills
Series 7, Series 63
Education
Miami University 2006 — 2010
New Trier High School 2002 — 2006
Alfred Kutor's Loop Capital Markets Experience January 2012 - January 2012
Job Aseptic Mentour Specialist at Fresenius Kabi
Industry Pharmaceuticals
Experience
Fresenius Kabi March 2015 - Present
Field Museum May 2013 - Present
Roosevelt University May 2013 - April 2014
Roosevelt University March 2013 - December 2013
Roosevelt University May 2013 - September 2013
Loop Capital Markets January 2012 - January 2012
UIC College Prep January 2011 - January 2012
Sodexo January 2010 - January 2011
University of Illinois at Chicago January 2009 - January 2010
The University of Chicago (OSP-CP) January 2005 - January 2007
Skills
Emerging Infectious..., Infectious Diseases, Medical Terminology, Financial Analysis, Clinical Microbiology, Microsoft Office, Research, Microsoft Excel, Financial Modeling, Access, Microsoft Word, Financial Accounting, Industrial Microbiology, Supervisory Skills, PowerPoint, Customer Service, Forecasting, Analysis, Pharmaceutical Sales, Infection Control, Public Speaking, Statistics, Program Management, Teaching, Biochemistry, Chemistry, Leadership, Social Media, Editing, Data Analysis, SPSS, Management, Event Planning, Social Networking, Time Management, Community Outreach, Training, Strategic Planning, Higher Education, Writing, Project Management, Teamwork, Pharmaceutical Industry, Microbiology, Environmental..., Medical Devices, Laboratory, Team Building, Fundraising
Education
Roosevelt University 2012 — 2013
Bachelor's Degree, Molecular Biology (Concentration in Microbiology), 3.5 G.P.A
UIC 2008 — 2012
Biochemistry
Fresenius Kabi March 2015 - Present
Field Museum May 2013 - Present
Roosevelt University May 2013 - April 2014
Roosevelt University March 2013 - December 2013
Roosevelt University May 2013 - September 2013
Loop Capital Markets January 2012 - January 2012
UIC College Prep January 2011 - January 2012
Sodexo January 2010 - January 2011
University of Illinois at Chicago January 2009 - January 2010
The University of Chicago (OSP-CP) January 2005 - January 2007
Skills
Emerging Infectious..., Infectious Diseases, Medical Terminology, Financial Analysis, Clinical Microbiology, Microsoft Office, Research, Microsoft Excel, Financial Modeling, Access, Microsoft Word, Financial Accounting, Industrial Microbiology, Supervisory Skills, PowerPoint, Customer Service, Forecasting, Analysis, Pharmaceutical Sales, Infection Control, Public Speaking, Statistics, Program Management, Teaching, Biochemistry, Chemistry, Leadership, Social Media, Editing, Data Analysis, SPSS, Management, Event Planning, Social Networking, Time Management, Community Outreach, Training, Strategic Planning, Higher Education, Writing, Project Management, Teamwork, Pharmaceutical Industry, Microbiology, Environmental..., Medical Devices, Laboratory, Team Building, Fundraising
Education
Roosevelt University 2012 — 2013
Bachelor's Degree, Molecular Biology (Concentration in Microbiology), 3.5 G.P.A
UIC 2008 — 2012
Biochemistry
Douglas Twombly's Loop Capital Markets Experience April 2012 - August 2013
Job at
Industry Financial Services
Experience
Mesirow Financial September 2013 - Present
Loop Capital Markets April 2012 - August 2013
Raymond James & Associates, Inc April 2011 - June 2012
Barclays Capital June 2006 - January 2011
Merrill Lynch April 1999 - June 2006
State Street Bank January 1992 - April 1999
State Street Bank & Trust 1992 - 1999
Skills
Fixed Income, Bonds, Series 7, Series 63, Trading, Capital Markets, Investment Banking, Securities, Derivatives, Structured Products, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Interest Rate..., Asset Management, Mutual Funds, Options
Education
Providence College 1987 — 1991
BA, Political Science
Mesirow Financial September 2013 - Present
Loop Capital Markets April 2012 - August 2013
Raymond James & Associates, Inc April 2011 - June 2012
Barclays Capital June 2006 - January 2011
Merrill Lynch April 1999 - June 2006
State Street Bank January 1992 - April 1999
State Street Bank & Trust 1992 - 1999
Skills
Fixed Income, Bonds, Series 7, Series 63, Trading, Capital Markets, Investment Banking, Securities, Derivatives, Structured Products, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Interest Rate..., Asset Management, Mutual Funds, Options
Education
Providence College 1987 — 1991
BA, Political Science
Cody Press's Loop Capital Markets Experience November 2009 - April 2011
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America April 2011 - Present
Loop Capital Markets November 2009 - April 2011
J.P. Morgan April 2007 - December 2008
Citi April 2001 - April 2007
Merrill Lynch June 1985 - April 2001
Skills
Equities, Investment Banking, Capital Markets, Financial Modeling, Portfolio Management, Banking, Investments, Fixed Income, Hedge Funds, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (MBA), Finance, General
Dartmouth College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Bank of America April 2011 - Present
Loop Capital Markets November 2009 - April 2011
J.P. Morgan April 2007 - December 2008
Citi April 2001 - April 2007
Merrill Lynch June 1985 - April 2001
Skills
Equities, Investment Banking, Capital Markets, Financial Modeling, Portfolio Management, Banking, Investments, Fixed Income, Hedge Funds, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (MBA), Finance, General
Dartmouth College 1976 — 1980
Bachelor of Arts (B.A.), Economics
patrick knoell's Loop Capital Markets Experience October 2013 - Present
Job Sr VP Loop Capital Markets
Industry Financial Services
Experience
Loop Capital Markets October 2013 - Present
Cortview Capital Markets November 2011 - September 2013
Morgan Keegan January 2008 - October 2011
Skills
Fixed Income, Investments, Capital Markets, Series 63, Portfolio Management
Education
University of Nebraska-Lincoln 1970 — 1975
MA, accounting
Loop Capital Markets October 2013 - Present
Cortview Capital Markets November 2011 - September 2013
Morgan Keegan January 2008 - October 2011
Skills
Fixed Income, Investments, Capital Markets, Series 63, Portfolio Management
Education
University of Nebraska-Lincoln 1970 — 1975
MA, accounting
Warren Bo Daniels, Jr.'s Loop Capital Markets Experience 2003 - 2009
Job Executive DirectorMorgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2009 - Present
Loop Capital Markets 2003 - 2009
Goldman Sachs 1989 - 2003
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Equities, Financial Modeling, Hedge Funds, Investments, Valuation, Corporate Finance, Private Equity, Asset Management, Portfolio Management, Securities, Bonds, Alternative Investments
Education
Wharton School, University of Pennsylvania 1987 — 1989
MBA, Finance
University of Southern California 1979 — 1983
Bachelor's degree, Journalism
Morgan Stanley May 2009 - Present
Loop Capital Markets 2003 - 2009
Goldman Sachs 1989 - 2003
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Equities, Financial Modeling, Hedge Funds, Investments, Valuation, Corporate Finance, Private Equity, Asset Management, Portfolio Management, Securities, Bonds, Alternative Investments
Education
Wharton School, University of Pennsylvania 1987 — 1989
MBA, Finance
University of Southern California 1979 — 1983
Bachelor's degree, Journalism
Warren Daniels's Loop Capital Markets Experience February 2003 - May 2009
Job Bo Daniels
Industry Investment Banking
Experience
Morgan Stanley May 2009 - Present
Loop Capital Markets February 2003 - May 2009
Goldman Sachs September 1989 - February 2003
Education
Wharton School, University of Pennsylvania 1987 — 1989
Master of Business Administration (MBA), Finance, General
University of Southern California 1979 — 1983
AB, Journalism
Morgan Stanley May 2009 - Present
Loop Capital Markets February 2003 - May 2009
Goldman Sachs September 1989 - February 2003
Education
Wharton School, University of Pennsylvania 1987 — 1989
Master of Business Administration (MBA), Finance, General
University of Southern California 1979 — 1983
AB, Journalism
Deborah Knox's Loop Capital Markets Experience
Job Senior Vice President at Loop Capital Markets
Industry Financial Services
Experience
Loop Capital Markets
Skills
Capital Markets, Securities, Financial Modeling, Fixed Income, Financial Analysis
Education
DePaul University 1987 — 1990
Bachelor's of Science, Business Administration
Loop Capital Markets
Skills
Capital Markets, Securities, Financial Modeling, Fixed Income, Financial Analysis
Education
DePaul University 1987 — 1990
Bachelor's of Science, Business Administration
Julian Baptiste du Buclet's Loop Capital Markets Experience June 2013 - August 2013
Job Student at Syracuse University Martin J. Whitman School of Management
Industry Financial Services
Experience
Loop Capital Markets June 2013 - August 2013
Honorable Illinois State Senator Sandoval June 2012 - August 2012
Progressive Public Affairs June 2012 - July 2012
City of Chicago Treasurer's Office June 2009 - August 2011
The Univeristy of Chicago June 2010 - July 2011
The University of Chicago September 2008 - June 2011
Skills
Public Speaking, Research, Microsoft Office, PowerPoint, Microsoft Word, Higher Education, Marketing, Microsoft Excel
Education
Syracuse University 2011 — 2015
The University of Chicago Laboratory Schools 1999 — 2011
Loop Capital Markets June 2013 - August 2013
Honorable Illinois State Senator Sandoval June 2012 - August 2012
Progressive Public Affairs June 2012 - July 2012
City of Chicago Treasurer's Office June 2009 - August 2011
The Univeristy of Chicago June 2010 - July 2011
The University of Chicago September 2008 - June 2011
Skills
Public Speaking, Research, Microsoft Office, PowerPoint, Microsoft Word, Higher Education, Marketing, Microsoft Excel
Education
Syracuse University 2011 — 2015
The University of Chicago Laboratory Schools 1999 — 2011
Anson M. Sager's Loop Capital Markets Experience February 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Loop Capital Markets February 2012 - Present
MF Global November 2010 - October 2011
Concept Capital March 2009 - October 2010
The Stanford Group January 2006 - February 2009
Soundview Financial January 1997 - December 2003
Skills
Bloomberg, Hedge Funds, Capital Markets, FINRA, Trading, Equity Trading, Fixed Income, Options, Trading Systems, Electronic Trading, Portfolio Management, Asset Management, Investment Banking, Derivatives, Alternative Investments, Equity Research, Financial Modeling, Valuation, Private Equity, Due Diligence
Education
The College of New Jersey 1993 — 1996
Loop Capital Markets February 2012 - Present
MF Global November 2010 - October 2011
Concept Capital March 2009 - October 2010
The Stanford Group January 2006 - February 2009
Soundview Financial January 1997 - December 2003
Skills
Bloomberg, Hedge Funds, Capital Markets, FINRA, Trading, Equity Trading, Fixed Income, Options, Trading Systems, Electronic Trading, Portfolio Management, Asset Management, Investment Banking, Derivatives, Alternative Investments, Equity Research, Financial Modeling, Valuation, Private Equity, Due Diligence
Education
The College of New Jersey 1993 — 1996
Carmen Pigler's Loop Capital Markets Experience 2011 - 2012
Job Deputy Director Debt Management at New York City Comptroller
Industry Financial Services
Experience
New York City Comptroller July 2012 - Present
Loop Capital Markets 2011 - 2012
City of Atlanta February 2009 - July 2010
Education
Columbia Business School
Master of Business Administration (MBA), Finance, General
South Carolina State University
Bachelor of Science (B.S.), Economics
New York City Comptroller July 2012 - Present
Loop Capital Markets 2011 - 2012
City of Atlanta February 2009 - July 2010
Education
Columbia Business School
Master of Business Administration (MBA), Finance, General
South Carolina State University
Bachelor of Science (B.S.), Economics
Jackney De Los Santos's Loop Capital Markets Experience July 2011 - August 2011
Job Legal/Contract Support Administrator at NYC Office of Labor Relations (OLR)
Industry Financial Services
Experience
NYC Office of Labor Relations (OLR) August 2013 - October 2013
Victoria's Secret October 2012 - January 2013
Loop Capital Markets July 2011 - August 2011
GLSEN July 2010 - August 2010
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Bachelor's degree
Borough of Manhattan Community College 2011 — 2014
Associate's degree
John Dewey High School 2007 — 2011
NYC Office of Labor Relations (OLR) August 2013 - October 2013
Victoria's Secret October 2012 - January 2013
Loop Capital Markets July 2011 - August 2011
GLSEN July 2010 - August 2010
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Bachelor's degree
Borough of Manhattan Community College 2011 — 2014
Associate's degree
John Dewey High School 2007 — 2011
Justin Clayborne's Loop Capital Markets Experience June 2012 - August 2012
Job Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
Valor Equity Partners June 2013 - August 2013
Loop Capital Markets June 2012 - August 2012
Ariel Investments June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Teamwork, Leadership, Due Diligence, Microsoft Office
Education
Hampton University 2010 — 2014
Bachelor of Science (BS), Economics
SunTrust Robinson Humphrey June 2014 - Present
Valor Equity Partners June 2013 - August 2013
Loop Capital Markets June 2012 - August 2012
Ariel Investments June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Teamwork, Leadership, Due Diligence, Microsoft Office
Education
Hampton University 2010 — 2014
Bachelor of Science (BS), Economics
Kendall Knox's Loop Capital Markets Experience June 2009 - January 2012
Job Student at Northern Illinois University
Industry Higher Education
Experience
Angelina's Ristorante January 2012 - May 2012
Loop Capital Markets June 2009 - January 2012
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Human Resources, Catering, Customer Service, Food Service, People Skills
Education
Northern Illinois University 2011 — 2016
City Colleges of Chicago-Harry S Truman College 2012 — 2012
Angelina's Ristorante January 2012 - May 2012
Loop Capital Markets June 2009 - January 2012
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Human Resources, Catering, Customer Service, Food Service, People Skills
Education
Northern Illinois University 2011 — 2016
City Colleges of Chicago-Harry S Truman College 2012 — 2012
Matthew Moser's Loop Capital Markets Experience June 2013 - August 2013
Job Intern in the Analytical Services Division at Loop Capital Markets
Industry
Experience
Loop Capital Markets June 2013 - August 2013
Skills
Microsoft Excel, Research, Financial Modeling, Customer Service, Data Analysis
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BS), Actuarial Science
Loop Capital Markets June 2013 - August 2013
Skills
Microsoft Excel, Research, Financial Modeling, Customer Service, Data Analysis
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BS), Actuarial Science
Stephen Berkeley's Loop Capital Markets Experience 2008 - Present
Job General Counsel and Chief Compliance Officer at Loop Capital Markets
Industry Financial Services
Experience
Loop Capital Markets 2008 - Present
Neal, Gerber & Eisenberg LLP 2004 - 2008
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1992 — 1995
Doctor of Law (J.D.)
Hamilton College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Bethesda-Chevy Chase High School 1985 — 1988
Loop Capital Markets 2008 - Present
Neal, Gerber & Eisenberg LLP 2004 - 2008
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1992 — 1995
Doctor of Law (J.D.)
Hamilton College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Bethesda-Chevy Chase High School 1985 — 1988
Gabrielle Chapman's Loop Capital Markets Experience June 2014 - August 2014
Job Summer Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - August 2015
Loop Capital Markets June 2014 - August 2014
Hollister Co. July 2012 - August 2013
White Eagle Golf Club July 2012 - November 2012
Skills
Highly detail oriented, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Team Leadership, Bloomberg Terminal, Capital IQ, Financial Modeling, Business Writing, Analytical Skills, Qualitative Research, Quantitative Research, Oral & Written..., Creative Problem Solving, Enthusiasm to learn, Outcome focused, Goal Oriented, Strongly self-motivated
Education
Wellesley College 2013 — 2017
Bachelor’s Degree, Economics
Massachusetts Institute of Technology
Management
Goldman Sachs June 2015 - August 2015
Loop Capital Markets June 2014 - August 2014
Hollister Co. July 2012 - August 2013
White Eagle Golf Club July 2012 - November 2012
Skills
Highly detail oriented, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Team Leadership, Bloomberg Terminal, Capital IQ, Financial Modeling, Business Writing, Analytical Skills, Qualitative Research, Quantitative Research, Oral & Written..., Creative Problem Solving, Enthusiasm to learn, Outcome focused, Goal Oriented, Strongly self-motivated
Education
Wellesley College 2013 — 2017
Bachelor’s Degree, Economics
Massachusetts Institute of Technology
Management
Bo Daniels's Loop Capital Markets Experience 2003 - 2009
Job Managing Director at PNC Capital Markets
Industry Investment Banking
Experience
PNC Capital Markets January 2014 - Present
PNC 2013 - 2015
Morgan Stanley 2009 - 2013
Loop Capital Markets 2003 - 2009
Goldman Sachs 1989 - 2003
Skills
Investment Banking, Equities, Fixed Income, Capital Markets, Management
Education
University of Pennsylvania - The Wharton School (CA) 1987 — 1989
Master of Business Administration (MBA)
University of Southern California 1979 — 1983
AB Journalism
PNC Capital Markets January 2014 - Present
PNC 2013 - 2015
Morgan Stanley 2009 - 2013
Loop Capital Markets 2003 - 2009
Goldman Sachs 1989 - 2003
Skills
Investment Banking, Equities, Fixed Income, Capital Markets, Management
Education
University of Pennsylvania - The Wharton School (CA) 1987 — 1989
Master of Business Administration (MBA)
University of Southern California 1979 — 1983
AB Journalism
Ethan Siegel's Loop Capital Markets Experience June 2015 - August 2015
Job Community Representative at Groupmuse
Industry
Experience
Groupmuse August 2014 - September 2015
Loop Capital Markets June 2015 - August 2015
Sonation September 2014 - January 2015
The Atlas String Quartet 2013 - 2015
Musician 2007 - 2015
Skills
Classical, Teaching, Social Media, Music Theory, Microsoft Office, Research, Music, Music Education, Bloomberg Terminal, Thompson One, Final Cut Pro, Pro Tools, FactSet, DCF Valuation
Education
New England Conservatory of Music 2014 — 2015
Master of Music Candidate
University of Pennsylvania - The Wharton School 2015 — 2015
Certificate in Business Foundations
Johns Hopkins University - The Peabody Institute 2009 — 2013
Bachelor of Music
Groupmuse August 2014 - September 2015
Loop Capital Markets June 2015 - August 2015
Sonation September 2014 - January 2015
The Atlas String Quartet 2013 - 2015
Musician 2007 - 2015
Skills
Classical, Teaching, Social Media, Music Theory, Microsoft Office, Research, Music, Music Education, Bloomberg Terminal, Thompson One, Final Cut Pro, Pro Tools, FactSet, DCF Valuation
Education
New England Conservatory of Music 2014 — 2015
Master of Music Candidate
University of Pennsylvania - The Wharton School 2015 — 2015
Certificate in Business Foundations
Johns Hopkins University - The Peabody Institute 2009 — 2013
Bachelor of Music