Marco Consulting Group
Description
Address: 550 W Washington Blvd #900, Chicago, IL 60661 Hours: Closed ⋅ Opens 9AM Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 575-9000: : Website: : Category: : : Place name: : Website: http://www.marcoconsulting.com/ Category: Consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of The Marco Consulting Group Posting publicly on the Web Write a review Reviews 1 Google review
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Marco Consulting Group Employees
Employee
Years
Job
Industry
Sarah Binion Sarah Binion's Marco Consulting Group Experience August 2006 - Present
Job Sr. Graphic Designer
Industry Graphic Design
Experience
Marco Consulting Group August 2006 - Present
Chicago Magazine August 2004 - August 2006
Madison Children's Museum May 2003 - August 2004
The Badger Herald August 2002 - May 2003
Skills
Corporate Identity, Graphic Design, Layout, Adobe Creative Suite, Typography, Art Direction, Web Design, Presentations, User Experience, Event Planning &..., Marketing, SEO, Digital Marketing, Digital Strategy
Education
Bloc 2015 — 2015
Frontend Web Development
Starter League 2012 — 2012
User Experience
University of Wisconsin-Madison 2000 — 2003
Art, Graphic Design
Bloc
Bloc
Marco Consulting Group August 2006 - Present
Chicago Magazine August 2004 - August 2006
Madison Children's Museum May 2003 - August 2004
The Badger Herald August 2002 - May 2003
Skills
Corporate Identity, Graphic Design, Layout, Adobe Creative Suite, Typography, Art Direction, Web Design, Presentations, User Experience, Event Planning &..., Marketing, SEO, Digital Marketing, Digital Strategy
Education
Bloc 2015 — 2015
Frontend Web Development
Starter League 2012 — 2012
User Experience
University of Wisconsin-Madison 2000 — 2003
Art, Graphic Design
Bloc
Bloc
Dalius Savickas Dalius Savickas's Marco Consulting Group Experience June 2015 - Present
Job Senior Specialist, Fiduciary and Client Services
Industry Accounting
Experience
Marco Consulting Group June 2015 - Present
TIAA-CREF March 2015 - June 2015
Nuveen Investments August 2010 - March 2015
Hinsdale Bank & Trust March 2008 - April 2010
First Personal Bank June 2005 - March 2008
Skills
Accounting, Leadership, Analysis, Financial Modeling, PowerPoint, Microsoft Excel, Sales, Banking, Microsoft Office, Financial Analysis, Customer Service, Finance, Marketing, Financial Reporting, Account Reconciliation
Education
DePaul University 2007 — 2010
Bachelor's of Science, Accountancy & Finance
Marco Consulting Group June 2015 - Present
TIAA-CREF March 2015 - June 2015
Nuveen Investments August 2010 - March 2015
Hinsdale Bank & Trust March 2008 - April 2010
First Personal Bank June 2005 - March 2008
Skills
Accounting, Leadership, Analysis, Financial Modeling, PowerPoint, Microsoft Excel, Sales, Banking, Microsoft Office, Financial Analysis, Customer Service, Finance, Marketing, Financial Reporting, Account Reconciliation
Education
DePaul University 2007 — 2010
Bachelor's of Science, Accountancy & Finance
Eric Bodley Eric Bodley's Marco Consulting Group Experience May 1999 - May 1999
Job Senior Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte 2009 - Present
BearingPoint February 2005 - May 2009
Midwest Benefits Pharmacy March 2004 - February 2005
Strategic Capital Investment Advisers November 2002 - December 2003
Marco Consulting Group May 1999 - May 1999
Skills
Management Consulting, Finance Transformation, Financial Accounting, Finance, Process Improvement, Project Management, Business Process..., Business Transformation, Business Process, Organizational Design, Governance, Strategy, Strategic Planning, Process Consulting, Finance Operations, Training Delivery, Government Accounting, PMP
Education
University of Illinois at Chicago 1995 — 1999
Bachelor of Science (BS), Accouting
Deloitte 2009 - Present
BearingPoint February 2005 - May 2009
Midwest Benefits Pharmacy March 2004 - February 2005
Strategic Capital Investment Advisers November 2002 - December 2003
Marco Consulting Group May 1999 - May 1999
Skills
Management Consulting, Finance Transformation, Financial Accounting, Finance, Process Improvement, Project Management, Business Process..., Business Transformation, Business Process, Organizational Design, Governance, Strategy, Strategic Planning, Process Consulting, Finance Operations, Training Delivery, Government Accounting, PMP
Education
University of Illinois at Chicago 1995 — 1999
Bachelor of Science (BS), Accouting
John G. Fitzpatrick, CFA, JD's Marco Consulting Group Experience January 1997 - June 1998
Job CoFounder: Continental Investment Group
Industry Investment Management
Experience
Continental Investment Group 1999 - Present
Marco Consulting Group January 1997 - June 1998
Continental Investment Group July 1993 - November 1996
Law Offices of Fitzpatrick & Leahy 1988 - 1993
Skills
Investments, Relationship Management, Hedge Funds, Equities, Investment Strategies, Alternative Investments, Fixed Income, Financial Services, Private Equity, Portfolio Management, Capital Markets, Valuation, Investment Banking
Education
The John Marshall Law School 1983 — 1987
Doctor of Law (JD), Law
DePaul University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Continental Investment Group 1999 - Present
Marco Consulting Group January 1997 - June 1998
Continental Investment Group July 1993 - November 1996
Law Offices of Fitzpatrick & Leahy 1988 - 1993
Skills
Investments, Relationship Management, Hedge Funds, Equities, Investment Strategies, Alternative Investments, Fixed Income, Financial Services, Private Equity, Portfolio Management, Capital Markets, Valuation, Investment Banking
Education
The John Marshall Law School 1983 — 1987
Doctor of Law (JD), Law
DePaul University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Laura Seidl Laura Seidl's Marco Consulting Group Experience October 2014 - Present
Job Fiduciary and Client Services Associate at Marco Consulting Group
Industry Investment Management
Experience
Marco Consulting Group October 2014 - Present
Marco Consulting Group May 2014 - October 2014
Study Abroad China June 2012 - July 2012
Beverly Bank & Trust Company May 2011 - January 2012
Skills
Computer Proficiency, Leadership, Organization, Communication, Research, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Facebook, Teamwork, Customer Service
Education
Eastern Illinois University 2009 — 2013
Bachelor of Applied Science (BASc), Business Management, 3.34 out of 4.0
Marco Consulting Group October 2014 - Present
Marco Consulting Group May 2014 - October 2014
Study Abroad China June 2012 - July 2012
Beverly Bank & Trust Company May 2011 - January 2012
Skills
Computer Proficiency, Leadership, Organization, Communication, Research, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Facebook, Teamwork, Customer Service
Education
Eastern Illinois University 2009 — 2013
Bachelor of Applied Science (BASc), Business Management, 3.34 out of 4.0
Ashley Major Ashley Major's Marco Consulting Group Experience January 2009 - March 2012
Job Financial Analysis, Market Research and Analytics
Industry Market Research
Experience
Kraft Foods Group August 2014 - August 2015
Spectrum Brands March 2012 - August 2014
Marco Consulting Group January 2009 - March 2012
Exhibitgroup/Giltspur August 2008 - December 2008
Merrill Lynch June 2008 - September 2008
Skills
Financial Analysis, Fixed Income, Finance, Asset Allocation, Budgets, P&L Analysis, Financial Forecasting, Corporate Budgeting, SAP, Microsoft Office, Options, Investment Strategies, Nielsen Data
Education
University of Wisconsin-Madison 2015 — 2018
Master of Business Administration (M.B.A.), Finance
Roosevelt University 2005 — 2008
Bachelor’s Degree, Finance
Kraft Foods Group August 2014 - August 2015
Spectrum Brands March 2012 - August 2014
Marco Consulting Group January 2009 - March 2012
Exhibitgroup/Giltspur August 2008 - December 2008
Merrill Lynch June 2008 - September 2008
Skills
Financial Analysis, Fixed Income, Finance, Asset Allocation, Budgets, P&L Analysis, Financial Forecasting, Corporate Budgeting, SAP, Microsoft Office, Options, Investment Strategies, Nielsen Data
Education
University of Wisconsin-Madison 2015 — 2018
Master of Business Administration (M.B.A.), Finance
Roosevelt University 2005 — 2008
Bachelor’s Degree, Finance
Mike Bullion Mike Bullion's Marco Consulting Group Experience June 2008 - May 2015
Job Senior Analyst
Industry Financial Services
Experience
Marco Consulting Group June 2008 - May 2015
The Tranel Financial Group March 2003 - June 2008
Skills
Asset Allocation, Investments, Asset Managment, Fixed Income, Alternative Investments, Investment Management, Portfolio Management, Financial Analysis, Equities, Strategic Financial..., Investment Advisory, Risk Management, Hedge Funds, Real Estate, Asset Management, Mutual Funds, Investment Strategies, Financial Services, Financial Planning, Securities, Wealth Management, Finance, Financial Modeling, Bloomberg
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Analytic Finance, Econometrics & Statistics, Entrepreneurship
Spring Hill College 1998 — 2002
BS, Applied Mathematics
Marco Consulting Group June 2008 - May 2015
The Tranel Financial Group March 2003 - June 2008
Skills
Asset Allocation, Investments, Asset Managment, Fixed Income, Alternative Investments, Investment Management, Portfolio Management, Financial Analysis, Equities, Strategic Financial..., Investment Advisory, Risk Management, Hedge Funds, Real Estate, Asset Management, Mutual Funds, Investment Strategies, Financial Services, Financial Planning, Securities, Wealth Management, Finance, Financial Modeling, Bloomberg
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Analytic Finance, Econometrics & Statistics, Entrepreneurship
Spring Hill College 1998 — 2002
BS, Applied Mathematics
Jamie Carroll Smith Jamie Carroll Smith's Marco Consulting Group Experience 2010 - 2011
Job EY Center for Board Matters
Industry Accounting
Experience
EY August 2011 - Present
Marco Consulting Group 2010 - 2011
International Brotherhood of Teamsters 2007 - 2010
Skills
Corporate Governance, Corporate Social..., Proxy Voting, Stakeholder Engagement, Strategy, Policy, Nonprofits, Governance, Analysis, Sustainability, Investor Relations, Writing, Strategic Communications, Public Speaking, Strategic Planning
Education
University of Chicago 2001 — 2002
Master of Arts (MA), Humanities/Humanistic Studies
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts (BA), English Language and Literature, General
EY August 2011 - Present
Marco Consulting Group 2010 - 2011
International Brotherhood of Teamsters 2007 - 2010
Skills
Corporate Governance, Corporate Social..., Proxy Voting, Stakeholder Engagement, Strategy, Policy, Nonprofits, Governance, Analysis, Sustainability, Investor Relations, Writing, Strategic Communications, Public Speaking, Strategic Planning
Education
University of Chicago 2001 — 2002
Master of Arts (MA), Humanities/Humanistic Studies
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts (BA), English Language and Literature, General
Marshall Owen's Marco Consulting Group Experience September 2007 - Present
Job Corporate Communications Strategist
Industry Financial Services
Experience
Marco Consulting Group September 2007 - Present
Marco Consulting Group September 2007 - January 2015
Marco Consulting Group September 2007 - June 2012
Marco Consulting Group September 2007 - November 2010
Education
Robert Morris University 2013 — 2015
MBA, Finance, Business Analytics, Management
Marco Consulting Group September 2007 - Present
Marco Consulting Group September 2007 - January 2015
Marco Consulting Group September 2007 - June 2012
Marco Consulting Group September 2007 - November 2010
Education
Robert Morris University 2013 — 2015
MBA, Finance, Business Analytics, Management
Andrew Abtahi Andrew Abtahi's Marco Consulting Group Experience April 2014 - Present
Job Research Associate at Marco Consulting Group
Industry Financial Services
Experience
Marco Consulting Group April 2014 - Present
Marco Consulting Group September 2013 - March 2014
Bloomberg LP August 2013 - March 2014
Property Markets Group July 2013 - August 2013
Congressman Mike Quigley June 2012 - August 2012
Skills
PowerPoint, intermediate arabic, conversational spanish, Politics, Economics, Benefit Cost Analysis, Rental Analysis, Public Speaking, Stata, Research, International Relations, Due Diligence, Data Analysis, Spanish
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics/ History
Marco Consulting Group April 2014 - Present
Marco Consulting Group September 2013 - March 2014
Bloomberg LP August 2013 - March 2014
Property Markets Group July 2013 - August 2013
Congressman Mike Quigley June 2012 - August 2012
Skills
PowerPoint, intermediate arabic, conversational spanish, Politics, Economics, Benefit Cost Analysis, Rental Analysis, Public Speaking, Stata, Research, International Relations, Due Diligence, Data Analysis, Spanish
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics/ History
Thomas Mitchell Thomas Mitchell's Marco Consulting Group Experience October 1994 - January 2007
Job Director, Consultant Relations
Industry Investment Management
Experience
Great Lakes Advisors June 2014 - Present
Intercontinental Real Estate Corporation December 2009 - May 2014
Dimensional Fund Advisors February 2007 - May 2008
Marco Consulting Group October 1994 - January 2007
Bear, Stearns & Co., Inc. September 1993 - October 1994
Skills
Asset Managment, Alternative Investments, Asset Allocation, Investment Management, Hedge Funds, Fixed Income, Equities, Due Diligence, Investment Strategies, Investments, Consulting, Pensions, Relationship Management, Institutional Investors, Valuation, Asset Management, Capital Markets, Private Equity, Investor Relations, Institutional...
Education
Northeastern University
Master of Business Administration (M.B.A.)
Northeastern University
Master's Degree, Master of Science, Finance (MSF)
Purdue University
BA, Communications
Great Lakes Advisors June 2014 - Present
Intercontinental Real Estate Corporation December 2009 - May 2014
Dimensional Fund Advisors February 2007 - May 2008
Marco Consulting Group October 1994 - January 2007
Bear, Stearns & Co., Inc. September 1993 - October 1994
Skills
Asset Managment, Alternative Investments, Asset Allocation, Investment Management, Hedge Funds, Fixed Income, Equities, Due Diligence, Investment Strategies, Investments, Consulting, Pensions, Relationship Management, Institutional Investors, Valuation, Asset Management, Capital Markets, Private Equity, Investor Relations, Institutional...
Education
Northeastern University
Master of Business Administration (M.B.A.)
Northeastern University
Master's Degree, Master of Science, Finance (MSF)
Purdue University
BA, Communications
Cindy Sin-Yi Tsai, CFA, CAIA Cindy Sin-Yi Tsai, CFA, CAIA's Marco Consulting Group Experience 2013 - 2014
Job Founder, Investment Envisioned, Inc.
Industry Investment Management
Experience
Marco Consulting Group 2013 - 2014
Morningstar 2008 - 2013
Altair Advisers 2002 - 2008
West Hills Intitutional/Wells Fargo (fka Everen, fka First Union, fka Wachovia) 1997 - 2002
Ibbotson Associates 1993 - 1997
Education
University of Illinois at Urbana-Champaign
Master of Science (MS), Finance, General
The College of Wooster
Bachelor's degree, Business/Managerial Economics, Graduated with highest GPA in major.
Marco Consulting Group 2013 - 2014
Morningstar 2008 - 2013
Altair Advisers 2002 - 2008
West Hills Intitutional/Wells Fargo (fka Everen, fka First Union, fka Wachovia) 1997 - 2002
Ibbotson Associates 1993 - 1997
Education
University of Illinois at Urbana-Champaign
Master of Science (MS), Finance, General
The College of Wooster
Bachelor's degree, Business/Managerial Economics, Graduated with highest GPA in major.
Julie Austin, CFA Julie Austin, CFA's Marco Consulting Group Experience August 2007 - May 2010
Job Director of Fixed Income, Boeing Trust Investments
Industry Financial Services
Experience
Boeing April 2014 - Present
Boeing May 2010 - April 2014
Marco Consulting Group August 2007 - May 2010
Morningstar November 1999 - August 2007
Panera Bread 1996 - 1999
Skills
Risk Management, Performance Measurement, Asset Allocation, Risk Analytics, Investment Manager...
Education
The University of Chicago - Booth School of Business 2003 — 2006
Master of Business Administration (MBA), Finance
CFA Institute
CFA charterholder since 2006
Washington University in St. Louis
Bachelor of Arts (BA)
Boeing April 2014 - Present
Boeing May 2010 - April 2014
Marco Consulting Group August 2007 - May 2010
Morningstar November 1999 - August 2007
Panera Bread 1996 - 1999
Skills
Risk Management, Performance Measurement, Asset Allocation, Risk Analytics, Investment Manager...
Education
The University of Chicago - Booth School of Business 2003 — 2006
Master of Business Administration (MBA), Finance
CFA Institute
CFA charterholder since 2006
Washington University in St. Louis
Bachelor of Arts (BA)
Geoff Strotman Geoff Strotman's Marco Consulting Group Experience June 2014 - Present
Job Director of Manager Research at Marco Consulting Group
Industry Financial Services
Experience
Marco Consulting Group June 2014 - Present
DiMeo Schneider & Associates January 2010 - May 2014
DiMeo Schneider & Associates November 2005 - January 2010
Altair Advisers LLC June 2003 - October 2005
Disabato Associates, LLC March 2002 - June 2003
Northern Trust June 1994 - March 2002
Skills
Due Diligence, Investments, Fixed Income, Asset Allocation, Valuation, Asset Management, Hedge Funds, Alternative Investments, Investment Strategies, Morningstar, Asset Managment, Data Analysis, Portfolio Management, Equities, Mutual Funds, Investment Advisory, Investment Management, Fund Of Funds, Morningstar Direct
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Economics and International Business
University of Notre Dame 1990 — 1994
BBA, Accounting
Loyola Academy 1986 — 1990
Mary, Seat of Wisdom 1978 — 1986
Marco Consulting Group June 2014 - Present
DiMeo Schneider & Associates January 2010 - May 2014
DiMeo Schneider & Associates November 2005 - January 2010
Altair Advisers LLC June 2003 - October 2005
Disabato Associates, LLC March 2002 - June 2003
Northern Trust June 1994 - March 2002
Skills
Due Diligence, Investments, Fixed Income, Asset Allocation, Valuation, Asset Management, Hedge Funds, Alternative Investments, Investment Strategies, Morningstar, Asset Managment, Data Analysis, Portfolio Management, Equities, Mutual Funds, Investment Advisory, Investment Management, Fund Of Funds, Morningstar Direct
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Economics and International Business
University of Notre Dame 1990 — 1994
BBA, Accounting
Loyola Academy 1986 — 1990
Mary, Seat of Wisdom 1978 — 1986
Rosa Limas Rosa Limas's Marco Consulting Group Experience June 2005 - Present
Job Manager, Custodial Relations at The Marco Consulting Group
Industry Financial Services
Experience
Marco Consulting Group June 2005 - Present
Stratford Advisory Group January 2001 - June 2005
The Bank of New York November 1998 - January 2001
SEI Investments January 1988 - November 1998
Skills
Asset Allocation, Hedge Funds, Equities, Asset Managment, Asset Management, Alternative Investments, Fixed Income, Investments, Investment Management, Financial Services, Mutual Funds
Education
DePaul University
Bachelor of Applied Science (BASc)
Marco Consulting Group June 2005 - Present
Stratford Advisory Group January 2001 - June 2005
The Bank of New York November 1998 - January 2001
SEI Investments January 1988 - November 1998
Skills
Asset Allocation, Hedge Funds, Equities, Asset Managment, Asset Management, Alternative Investments, Fixed Income, Investments, Investment Management, Financial Services, Mutual Funds
Education
DePaul University
Bachelor of Applied Science (BASc)
Monte Tarbox Monte Tarbox's Marco Consulting Group Experience April 1990 - November 1996
Job Executive Director, Investments at National Electrical Benefit Fund
Industry Financial Services
Experience
National Electrical Benefit Fund January 2013 - Present
International Association of Machinists National Pension Fund October 2011 - January 2013
Industry Funds Management December 2006 - October 2011
Independent Fiduciary Services September 2001 - May 2006
AFL-CIO Center for Working Capital September 1999 - September 2001
Industry Funds Services December 1996 - August 1999
Marco Consulting Group April 1990 - November 1996
Citizens Utility Board 1985 - 1990
U.S. Representative Lane Evans 1983 - 1984
Skills
Asset Allocation, Asset Management, Asset Managment, Client Services, Corporate Finance, Due Diligence, Equities, Hedge Funds, Investment Management, Pension Funds, Pensions, Investments, Investment Advisory, Infrastructure, Governance, Alternative Investments, Portfolio Management, Risk Management, Wealth Management
Education
The University of Chicago Booth School of Business 1985 — 1990
MBA, Finance
Carleton College 1974 — 1978
BA, Political Economy
National Electrical Benefit Fund January 2013 - Present
International Association of Machinists National Pension Fund October 2011 - January 2013
Industry Funds Management December 2006 - October 2011
Independent Fiduciary Services September 2001 - May 2006
AFL-CIO Center for Working Capital September 1999 - September 2001
Industry Funds Services December 1996 - August 1999
Marco Consulting Group April 1990 - November 1996
Citizens Utility Board 1985 - 1990
U.S. Representative Lane Evans 1983 - 1984
Skills
Asset Allocation, Asset Management, Asset Managment, Client Services, Corporate Finance, Due Diligence, Equities, Hedge Funds, Investment Management, Pension Funds, Pensions, Investments, Investment Advisory, Infrastructure, Governance, Alternative Investments, Portfolio Management, Risk Management, Wealth Management
Education
The University of Chicago Booth School of Business 1985 — 1990
MBA, Finance
Carleton College 1974 — 1978
BA, Political Economy
Patrick McKnight Patrick McKnight's Marco Consulting Group Experience September 2013 - December 2013
Job Research Analyst at Alpine Bank Illinois
Industry Investment Management
Experience
Alpine Bank Illinois - Alpine Trust & Investment Group March 2014 - Present
Alpine Bank Illinois June 2009 - January 2014
Marco Consulting Group September 2013 - December 2013
Associated Colleges of the Midwest September 2013 - December 2013
Northwestern Mutual May 2013 - September 2013
Fairbanks Morse Engine January 2013 - May 2013
Beloit College August 2012 - May 2013
Rockford Foresters June 2011 - August 2011
Skills
Microsoft Office, Entrepreneurship, Leadership, Program Management, Finance, Financial Accounting, Reliability, Consistency, Microsoft Excel, Bloomberg Terminal
Education
Beloit College 2010 — 2014
Bachelor’s Degree, Business Administration
Alpine Bank Illinois - Alpine Trust & Investment Group March 2014 - Present
Alpine Bank Illinois June 2009 - January 2014
Marco Consulting Group September 2013 - December 2013
Associated Colleges of the Midwest September 2013 - December 2013
Northwestern Mutual May 2013 - September 2013
Fairbanks Morse Engine January 2013 - May 2013
Beloit College August 2012 - May 2013
Rockford Foresters June 2011 - August 2011
Skills
Microsoft Office, Entrepreneurship, Leadership, Program Management, Finance, Financial Accounting, Reliability, Consistency, Microsoft Excel, Bloomberg Terminal
Education
Beloit College 2010 — 2014
Bachelor’s Degree, Business Administration
Clare Edlund's Marco Consulting Group Experience April 2015 - Present
Job Performance Reporter at The Marco Consulting Group (writing, research, editing)
Industry Writing and Editing
Experience
Marco Consulting Group April 2015 - Present
Peet's Coffee & Tea July 2014 - February 2015
Skillets breakfast September 2007 - May 2013
Bass Shoes October 2012 - December 2012
Skills
Creative Writing, News Writing, Screenwriting, Graphic Design, Cartoons, News editing, Photoshop, Illustrator, InDesign, Microsoft Excel, Microsoft Word, Google Docs, Social Media, WordPress, Editing, Customer Service, Social Networking, Event Planning, Public Speaking, Microsoft Office
Education
DePaul University 2011 — 2015
Bachelor of Arts/ Masters, Journalism/ Graphic Design (minor), Junior
Florida Gulf Coast University 2011 — 2013
Associate's degree, General Education/ Theatre (minor)
Marco Consulting Group April 2015 - Present
Peet's Coffee & Tea July 2014 - February 2015
Skillets breakfast September 2007 - May 2013
Bass Shoes October 2012 - December 2012
Skills
Creative Writing, News Writing, Screenwriting, Graphic Design, Cartoons, News editing, Photoshop, Illustrator, InDesign, Microsoft Excel, Microsoft Word, Google Docs, Social Media, WordPress, Editing, Customer Service, Social Networking, Event Planning, Public Speaking, Microsoft Office
Education
DePaul University 2011 — 2015
Bachelor of Arts/ Masters, Journalism/ Graphic Design (minor), Junior
Florida Gulf Coast University 2011 — 2013
Associate's degree, General Education/ Theatre (minor)
Tyler Geneva Tyler Geneva's Marco Consulting Group Experience September 2011 - February 2013
Job Full Stack Web Developer
Industry Financial Services
Experience
General Assembly March 2015 - Present
Marco Consulting Group September 2011 - February 2013
Marco Consulting Group January 2006 - February 2012
U.S. General Services Administration June 2005 - August 2005
Northern Trust Company January 2004 - August 2004
State Street Corporation February 2000 - August 2003
Skills
Investments, Analysis, Asset Allocation, Valuation, Asset Management, JavaScript, Ruby, jQuery, Sinatra, SQL, HTML5, CSS, AJAX, Web Design, APIs, Backbone.js, PostgreSQL, Management, Strategy, Equities, Portfolio Management, Fiduciary Services, Investment Management, Web Development, D3.js, Underscore.js, MEAN stack, Mongo, Angu, MongoDB, Express.js, Node.js, AngularJS, Testing, Jekyll, Mutual Funds, Hedge Funds, Alternative Investments
Education
General Assembly 2015 — 2015
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2005
MBA, Finance
Miami University 1994 — 1999
BS, Marketing
General Assembly March 2015 - Present
Marco Consulting Group September 2011 - February 2013
Marco Consulting Group January 2006 - February 2012
U.S. General Services Administration June 2005 - August 2005
Northern Trust Company January 2004 - August 2004
State Street Corporation February 2000 - August 2003
Skills
Investments, Analysis, Asset Allocation, Valuation, Asset Management, JavaScript, Ruby, jQuery, Sinatra, SQL, HTML5, CSS, AJAX, Web Design, APIs, Backbone.js, PostgreSQL, Management, Strategy, Equities, Portfolio Management, Fiduciary Services, Investment Management, Web Development, D3.js, Underscore.js, MEAN stack, Mongo, Angu, MongoDB, Express.js, Node.js, AngularJS, Testing, Jekyll, Mutual Funds, Hedge Funds, Alternative Investments
Education
General Assembly 2015 — 2015
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2005
MBA, Finance
Miami University 1994 — 1999
BS, Marketing
Matt Berusch Matt Berusch's Marco Consulting Group Experience June 2015 - Present
Job Fiduciary and Client Services Associate at Marco Consulting Group
Industry Financial Services
Experience
Marco Consulting Group June 2015 - Present
Marco Consulting Group February 2015 - June 2015
Marco Consulting Group May 2014 - August 2014
California Pizza Kitchen February 2013 - August 2013
SociAbility January 2013 - August 2013
Winnetka Park District June 2012 - August 2012
Life Time Fitness June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Customer Service, Teamwork, Public Speaking, Social Media, Facebook, Social Networking, Time Management, Teaching
Education
Miami University 2010 — 2014
Finance
New Trier High School
Marco Consulting Group June 2015 - Present
Marco Consulting Group February 2015 - June 2015
Marco Consulting Group May 2014 - August 2014
California Pizza Kitchen February 2013 - August 2013
SociAbility January 2013 - August 2013
Winnetka Park District June 2012 - August 2012
Life Time Fitness June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Customer Service, Teamwork, Public Speaking, Social Media, Facebook, Social Networking, Time Management, Teaching
Education
Miami University 2010 — 2014
Finance
New Trier High School
Tim Marco Tim Marco's Marco Consulting Group Experience June 2008 - September 2009
Job Sr. Associate at PwC
Industry Marketing and Advertising
Experience
PwC January 2015 - Present
TBWA\Chiat\Day September 2012 - December 2014
Digital Third Coast Internet Marketing January 2011 - September 2012
Digital Third Coast Internet Marketing October 2009 - December 2010
Marco Consulting Group June 2008 - September 2009
Skills
D3.js, Data Visualization, jQuery, HTML 5, R, CSS, JavaScript, Google Analytics, SEO, Google Webmaster Tools, PHP, Data Analysis, Web Analytics, Web Development, Analytics, Machine Learning, Statistics, Adobe Analytics, MySQL, Python, JavaScript Frameworks, Information Architecture, Database Design, Database Development, Relational Databases, SEM, Local Search, A/B testing, User Experience, Digital Strategy, Web Design, User Interface Design, HTML, Omniture Site Catalyst
Education
Michigan State University 2004 — 2008
B.A., Social Relations and Policy
PwC January 2015 - Present
TBWA\Chiat\Day September 2012 - December 2014
Digital Third Coast Internet Marketing January 2011 - September 2012
Digital Third Coast Internet Marketing October 2009 - December 2010
Marco Consulting Group June 2008 - September 2009
Skills
D3.js, Data Visualization, jQuery, HTML 5, R, CSS, JavaScript, Google Analytics, SEO, Google Webmaster Tools, PHP, Data Analysis, Web Analytics, Web Development, Analytics, Machine Learning, Statistics, Adobe Analytics, MySQL, Python, JavaScript Frameworks, Information Architecture, Database Design, Database Development, Relational Databases, SEM, Local Search, A/B testing, User Experience, Digital Strategy, Web Design, User Interface Design, HTML, Omniture Site Catalyst
Education
Michigan State University 2004 — 2008
B.A., Social Relations and Policy
Matt Auld's Marco Consulting Group Experience June 2013 - July 2013
Job Student at Indiana University Bloomington
Industry
Experience
Marco Consulting Group June 2013 - July 2013
Feed My Starving Children September 2012 - December 2012
Skills
Teamwork, Determined to Succeed, Skilled Communicator, Team Leadership
Education
Indiana University Bloomington 2013 — 2017
Marco Consulting Group June 2013 - July 2013
Feed My Starving Children September 2012 - December 2012
Skills
Teamwork, Determined to Succeed, Skilled Communicator, Team Leadership
Education
Indiana University Bloomington 2013 — 2017
Adrianne Limjoco Adrianne Limjoco's Marco Consulting Group Experience November 2000 - August 2002
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2013 - Present
Dearborn Partners May 2006 - September 2013
Mesirow Financial July 2004 - September 2005
AFL-CIO Office of Investment November 2002 - December 2002
Marco Consulting Group November 2000 - August 2002
Marco Consulting Group March 2000 - November 2000
Skills
Equities, Investments, Alternative Investments, Fixed Income, Asset Allocation, Investment Strategies, Asset Managment, Financial Analysis, Institutional..., Fund Of Funds, Investment Management, Hedge Funds, Pensions, Asset Management, Trading, Securities, Financial Modeling, Equity Research, Management, Series 63, Mutual Funds, Wealth Management, Private Equity, Series 7, Portfolio Management, Valuation, Pension Funds, Bloomberg, Emerging Markets, Financial Services, Investment Advisory
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
DePaul University
Bachelor of Science, Finance and Marketing
Robert W. Baird & Co. September 2013 - Present
Dearborn Partners May 2006 - September 2013
Mesirow Financial July 2004 - September 2005
AFL-CIO Office of Investment November 2002 - December 2002
Marco Consulting Group November 2000 - August 2002
Marco Consulting Group March 2000 - November 2000
Skills
Equities, Investments, Alternative Investments, Fixed Income, Asset Allocation, Investment Strategies, Asset Managment, Financial Analysis, Institutional..., Fund Of Funds, Investment Management, Hedge Funds, Pensions, Asset Management, Trading, Securities, Financial Modeling, Equity Research, Management, Series 63, Mutual Funds, Wealth Management, Private Equity, Series 7, Portfolio Management, Valuation, Pension Funds, Bloomberg, Emerging Markets, Financial Services, Investment Advisory
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
DePaul University
Bachelor of Science, Finance and Marketing
Joey Mallon's Marco Consulting Group Experience May 2015 - August 2015
Job Student, Indiana University Bloomington
Industry Financial Services
Experience
Marco Consulting Group May 2015 - August 2015
Marco Consulting Group May 2014 - August 2014
Skills
Microsoft Excel, Team Leadership, Teamwork, Communication, Business Communications..., Time Management, Team Coordination, Technology Integration, Presentation Coaching, Team Management, Microsoft Access
Education
Indiana University - Kelley School of Business 2012 — 2016
Accounting and Finance
Marco Consulting Group May 2015 - August 2015
Marco Consulting Group May 2014 - August 2014
Skills
Microsoft Excel, Team Leadership, Teamwork, Communication, Business Communications..., Time Management, Team Coordination, Technology Integration, Presentation Coaching, Team Management, Microsoft Access
Education
Indiana University - Kelley School of Business 2012 — 2016
Accounting and Finance
Andy Zhou's Marco Consulting Group Experience January 2001 - July 2007
Job IT Operations Manager at Heritage Crystal Clean, Inc.
Industry Information Technology and Services
Experience
Heritage Crystal Clean March 2012 - Present
Wachs Water Services April 2009 - March 2012
MIS Technology July 2007 - April 2009
Marco Consulting Group January 2001 - July 2007
SupplyCore Inc. November 1999 - January 2001
Skills
Project Management, IT Operations, Infrastructure, Networking, Program Management, Microsoft SQL Server, Management, Active Directory, Windows Server, Integration
Education
University of Illinois at Chicago 1998 — 1999
MBA
Heritage Crystal Clean March 2012 - Present
Wachs Water Services April 2009 - March 2012
MIS Technology July 2007 - April 2009
Marco Consulting Group January 2001 - July 2007
SupplyCore Inc. November 1999 - January 2001
Skills
Project Management, IT Operations, Infrastructure, Networking, Program Management, Microsoft SQL Server, Management, Active Directory, Windows Server, Integration
Education
University of Illinois at Chicago 1998 — 1999
MBA
Linda Zhang, CFA, FRM's Marco Consulting Group Experience June 2003 - September 2009
Job Executive Vice President and Chief Financial Officer at Fushi Copperweld, Inc.
Industry Investment Management
Experience
Fushi Copperweld, Inc. September 2009 - March 2010
Marco Consulting Group June 2003 - September 2009
M Moser Associates 1998 - 2001
EDG International 1995 - 1997
Skills
Strategic Planning, Financial Analysis, Equities, Mergers, Due Diligence, Financial Modeling, Analysis, Financial Reporting, Forecasting, Corporate Finance, Risk Management, Valuation, Negotiation, Budgeting, Investments, IPO, Asset Management, Private Equity, Portfolio Management
Education
Penn State University 2001 — 2003
MBA, Finance
Tongji University 1990 — 1994
Bachelor of Engineering, Achitecture
No. 2 High School Attached to East China Normal University 1987 — 1990
Fushi Copperweld, Inc. September 2009 - March 2010
Marco Consulting Group June 2003 - September 2009
M Moser Associates 1998 - 2001
EDG International 1995 - 1997
Skills
Strategic Planning, Financial Analysis, Equities, Mergers, Due Diligence, Financial Modeling, Analysis, Financial Reporting, Forecasting, Corporate Finance, Risk Management, Valuation, Negotiation, Budgeting, Investments, IPO, Asset Management, Private Equity, Portfolio Management
Education
Penn State University 2001 — 2003
MBA, Finance
Tongji University 1990 — 1994
Bachelor of Engineering, Achitecture
No. 2 High School Attached to East China Normal University 1987 — 1990
Fotini Fasouliotis's Marco Consulting Group Experience February 2010 - July 2010
Job Broker Assistant at Studley, Inc.
Industry Real Estate
Experience
Savills Studley August 2012 - Present
Jameson Real Estate July 2010 - August 2012
Marco Consulting Group February 2010 - July 2010
Newmark Knight Frank April 2008 - November 2009
UGL Equis June 2006 - April 2008
Century 21 Sussex & Reilly 2004 - 2006
Skills
Microsoft Office, Microsoft Mappoint, Adobe Creative Suite, Real Estate, Event Planning, Office Management, Negotiation, Customer Relations, Customer Service, Research, Marketing, Advertising, MapPoint, Management, Public Speaking, Email Marketing, New Business Development, Facebook
Education
DePaul University 1995 — 2000
BS, Marketing and Finance
Savills Studley August 2012 - Present
Jameson Real Estate July 2010 - August 2012
Marco Consulting Group February 2010 - July 2010
Newmark Knight Frank April 2008 - November 2009
UGL Equis June 2006 - April 2008
Century 21 Sussex & Reilly 2004 - 2006
Skills
Microsoft Office, Microsoft Mappoint, Adobe Creative Suite, Real Estate, Event Planning, Office Management, Negotiation, Customer Relations, Customer Service, Research, Marketing, Advertising, MapPoint, Management, Public Speaking, Email Marketing, New Business Development, Facebook
Education
DePaul University 1995 — 2000
BS, Marketing and Finance
Catherine Hickey's Marco Consulting Group Experience 2013 - Present
Job Director, Capital Markets Research at Marco Consulting Group
Industry Financial Services
Experience
Marco Consulting Group 2013 - Present
Marquette Associates 2013 - 2013
INTERNATIONAL FINANCE CORPORATION/WORLD BANK 2005 - 2012
STAX, INC 2004 - 2005
MORNINGSTAR, INC 1998 - 2002
STAR NEWSPAPERS 1997 - 1998
Skills
Corporate Governance, Report Writing, Speech Writing, Mutual Funds, Policy Analysis, Data Analysis, Marketing Communications, Social Media
Education
Northwestern University
BS, Journalism; Political Science and Spanish
THE WHARTON SCHOOL, University of Pennsylvania
Masters, Business Administration, Finance
Marco Consulting Group 2013 - Present
Marquette Associates 2013 - 2013
INTERNATIONAL FINANCE CORPORATION/WORLD BANK 2005 - 2012
STAX, INC 2004 - 2005
MORNINGSTAR, INC 1998 - 2002
STAR NEWSPAPERS 1997 - 1998
Skills
Corporate Governance, Report Writing, Speech Writing, Mutual Funds, Policy Analysis, Data Analysis, Marketing Communications, Social Media
Education
Northwestern University
BS, Journalism; Political Science and Spanish
THE WHARTON SCHOOL, University of Pennsylvania
Masters, Business Administration, Finance
Priya Ghatnekar's Marco Consulting Group Experience March 2008 - October 2009
Job Consultant at The Alexander Group
Industry Management Consulting
Experience
The Alexander Group April 2013 - Present
UBS Global Asset Management January 2013 - April 2013
Towers Watson 2010 - January 2013
Marco Consulting Group March 2008 - October 2009
Marco Consulting Group August 2007 - March 2008
Ennis Knupp & Associates 2004 - 2007
Skills
Equities, Financial Analysis, Investments, Due Diligence, Fixed Income, Capital Markets, Investment Strategies, Equity Research, Corporate Finance, Financial Services, Emerging Markets, Mutual Funds, Strategy, Risk Management, Management Consulting, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
Shady Side Academy
The George Washington University
The Alexander Group April 2013 - Present
UBS Global Asset Management January 2013 - April 2013
Towers Watson 2010 - January 2013
Marco Consulting Group March 2008 - October 2009
Marco Consulting Group August 2007 - March 2008
Ennis Knupp & Associates 2004 - 2007
Skills
Equities, Financial Analysis, Investments, Due Diligence, Fixed Income, Capital Markets, Investment Strategies, Equity Research, Corporate Finance, Financial Services, Emerging Markets, Mutual Funds, Strategy, Risk Management, Management Consulting, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
Shady Side Academy
The George Washington University
Ryan Kahlenberg's Marco Consulting Group Experience July 2007 - December 2009
Job Regional Account Manager at Aston Asset Management
Industry Investment Management
Experience
The PrivateBank and Trust Company January 2012 - October 2012
Goldman Sachs Asset Management December 2009 - January 2012
Marco Consulting Group July 2007 - December 2009
The PrivateBank and Trust Company June 2002 - July 2007
Education
University of Dayton 1998 — 2002
B.S. - Finance
The PrivateBank and Trust Company January 2012 - October 2012
Goldman Sachs Asset Management December 2009 - January 2012
Marco Consulting Group July 2007 - December 2009
The PrivateBank and Trust Company June 2002 - July 2007
Education
University of Dayton 1998 — 2002
B.S. - Finance
Nora Erickson's Marco Consulting Group Experience April 2012 - September 2014
Job Administrative professional with over 20 years of Administration and Operational experience
Industry Financial Services
Experience
Marco Consulting Group April 2012 - September 2014
The Marco Consulting Group May 2007 - April 2012
Lotsoff Capital Management September 2006 - April 2007
Calamos Investments April 2004 - July 2006
First Trust October 1993 - April 2004
Skills
Fixed Income, Equities, Investments, Commodities, Financial Analysis, Performance Analysis, Client Service, Hedge Funds, Alternative Investments, Client Services, Commodity, Asset Allocation, Asset Management
Education
DePaul University 1999 — 2003
Bachelor of Arts (BA), Business/Finance
Robert Morris University - Illinois
Marco Consulting Group April 2012 - September 2014
The Marco Consulting Group May 2007 - April 2012
Lotsoff Capital Management September 2006 - April 2007
Calamos Investments April 2004 - July 2006
First Trust October 1993 - April 2004
Skills
Fixed Income, Equities, Investments, Commodities, Financial Analysis, Performance Analysis, Client Service, Hedge Funds, Alternative Investments, Client Services, Commodity, Asset Allocation, Asset Management
Education
DePaul University 1999 — 2003
Bachelor of Arts (BA), Business/Finance
Robert Morris University - Illinois
MICHAEL ANORUE's Marco Consulting Group Experience September 2007 - Present
Job BRONX HOME CARE SERVICES, INC.
Industry Hospital & Health Care
Experience
Liberty Home Care Services September 2007 - Present
Liberty Home Care Services September 2007 - Present
Marco Consulting Group September 2007 - Present
Liberty Home Care Services September 2007 - Present
Marco Consulting Group January 2007 - Present
Marco Consulting Group January 2007 - Present
BRONX HOME CARE SERVICES, INC. April 1991 - September 2007
BRONX HOME CARE SERVICES, INC January 1991 - January 2007
BRONX HOME CARE SERVICES, INC January 1991 - January 2007
BRONX HOME CARE SERVICES, INC January 1991 - January 2007
Education
Walden University 2009 — 2012
Phd
Columbia University - Columbia Business School 1998 — 1998
Executive Level Program
Ahmadu Bello University
Bsc
Ahmadu Bello University
M.S
Ahmadu Bello University
COLUMBIA GRADUATE SCHOOL OF BUSINESS
COLUMBIA GRADUATE SCHOOL OF BUSINESS
Marymount Manhattan College
BSc
Walden University
PhD
Walden University
PhD
Liberty Home Care Services September 2007 - Present
Liberty Home Care Services September 2007 - Present
Marco Consulting Group September 2007 - Present
Liberty Home Care Services September 2007 - Present
Marco Consulting Group January 2007 - Present
Marco Consulting Group January 2007 - Present
BRONX HOME CARE SERVICES, INC. April 1991 - September 2007
BRONX HOME CARE SERVICES, INC January 1991 - January 2007
BRONX HOME CARE SERVICES, INC January 1991 - January 2007
BRONX HOME CARE SERVICES, INC January 1991 - January 2007
Education
Walden University 2009 — 2012
Phd
Columbia University - Columbia Business School 1998 — 1998
Executive Level Program
Ahmadu Bello University
Bsc
Ahmadu Bello University
M.S
Ahmadu Bello University
COLUMBIA GRADUATE SCHOOL OF BUSINESS
COLUMBIA GRADUATE SCHOOL OF BUSINESS
Marymount Manhattan College
BSc
Walden University
PhD
Walden University
PhD
Sheila Vega Horn's Marco Consulting Group Experience September 1996 - July 2005
Job Investment Management Professional
Industry Investment Management
Experience
Marco Consulting Group September 1996 - July 2005
Education
Moraine Valley Community College 1996 — 2002
associates, science/business
Marco Consulting Group September 1996 - July 2005
Education
Moraine Valley Community College 1996 — 2002
associates, science/business
John Freihammer, CAIA's Marco Consulting Group Experience 2007 - Present
Job Manager, Alternatives at Marco Consulting Group
Industry Investment Management
Experience
Marco Consulting Group 2007 - Present
Nadler Financial Group 2005 - 2006
Harris Associates 2001 - 2005
John A. Shea Investment Advisor 1993 - 2001
Skills
Equities, Asset Allocation, Alternative Investments, Investments, Asset Management, Fixed Income, Investment Management, Hedge Funds, Portfolio Management, Investment Strategies, Financial Analysis, Mutual Funds, Due Diligence, Bloomberg, Financial Modeling
Education
Carleton College 1989 — 1993
Bachelor of Arts (BA), Economics and Mathematics, 3.2
Loyola University Chicago 1996 — 1998
Master of Business Administration (MBA), Finance, 3.6
Marco Consulting Group 2007 - Present
Nadler Financial Group 2005 - 2006
Harris Associates 2001 - 2005
John A. Shea Investment Advisor 1993 - 2001
Skills
Equities, Asset Allocation, Alternative Investments, Investments, Asset Management, Fixed Income, Investment Management, Hedge Funds, Portfolio Management, Investment Strategies, Financial Analysis, Mutual Funds, Due Diligence, Bloomberg, Financial Modeling
Education
Carleton College 1989 — 1993
Bachelor of Arts (BA), Economics and Mathematics, 3.2
Loyola University Chicago 1996 — 1998
Master of Business Administration (MBA), Finance, 3.6
Stacy Letz's Marco Consulting Group Experience 1999 - 2003
Job Managing Director at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners 2007 - 2012
Voyageur Asset Management 2003 - 2007
Marco Consulting Group 1999 - 2003
SEI 1992 - 1996
Skills
Investments, Asset Allocation, New Business Development, Marketing, Alternative Investments, Asset Management, Hedge Funds, Equities, Asset Managment, Strategy, Fixed Income, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
University of Iowa
Bachelor of Business Administration (BBA), Marketing
Virtus Investment Partners 2007 - 2012
Voyageur Asset Management 2003 - 2007
Marco Consulting Group 1999 - 2003
SEI 1992 - 1996
Skills
Investments, Asset Allocation, New Business Development, Marketing, Alternative Investments, Asset Management, Hedge Funds, Equities, Asset Managment, Strategy, Fixed Income, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
University of Iowa
Bachelor of Business Administration (BBA), Marketing
Michael Cairns's Marco Consulting Group Experience April 2000 - January 2007
Job Partner at NEPC, LLC
Industry Investment Management
Experience
NEPC January 2007 - Present
Marco Consulting Group April 2000 - January 2007
Milliman January 1996 - March 2000
Zenith Administrators December 1989 - December 1995
Skills
Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Employee Benefits, Equities, Financial Modeling, Fixed Income, Hedge Funds, Institutional..., Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Pension Funds, Pensions, Portfolio Management, Private Equity, Securities, Series 7, Valuation
Education
Illinois College 1984 — 1988
Bachelor of Science (BS), Accounting
NEPC January 2007 - Present
Marco Consulting Group April 2000 - January 2007
Milliman January 1996 - March 2000
Zenith Administrators December 1989 - December 1995
Skills
Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Employee Benefits, Equities, Financial Modeling, Fixed Income, Hedge Funds, Institutional..., Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Pension Funds, Pensions, Portfolio Management, Private Equity, Securities, Series 7, Valuation
Education
Illinois College 1984 — 1988
Bachelor of Science (BS), Accounting
Dave Erfort's Marco Consulting Group Experience January 1998 - October 2003
Job Senior Vice President at Quest Investment Management
Industry Financial Services
Experience
Quest Investment Management April 2005 - Present
Marco Consulting Group January 1998 - October 2003
Performance Analytics January 1993 - December 1997
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Asset Management, Hedge Funds, Series 7, Pensions, Equities, Portfolio Management, Risk Management, Investments, Private Equity, Fixed Income, Mutual Funds, Retirement, Investment Advisory, Series 63, Institutional..., Investor Relations, Securities, Financial Markets, Bloomberg, Financial Services
Education
Illinois State University 1969 — 1973
Bachelor of Science (BS), Education
Quest Investment Management April 2005 - Present
Marco Consulting Group January 1998 - October 2003
Performance Analytics January 1993 - December 1997
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Asset Management, Hedge Funds, Series 7, Pensions, Equities, Portfolio Management, Risk Management, Investments, Private Equity, Fixed Income, Mutual Funds, Retirement, Investment Advisory, Series 63, Institutional..., Investor Relations, Securities, Financial Markets, Bloomberg, Financial Services
Education
Illinois State University 1969 — 1973
Bachelor of Science (BS), Education
Mark Romin's Marco Consulting Group Experience March 2008 - June 2010
Job Financial Advisor at Raymond James Financial Services Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC July 2012 - Present
Edward Jones June 2010 - August 2011
Marco Consulting Group March 2008 - June 2010
Citi Institutional Consulting August 2006 - March 2008
Central Bank Illinois June 2003 - June 2005
Skills
Asset Management, Investment Management, Alternative Investments
Education
Campbell University 1999 — 2003
BS, Trust Management
Waubonsie Valley High School 1995 — 1999
Raymond James Financial Services Inc. Member FINRA/SIPC July 2012 - Present
Edward Jones June 2010 - August 2011
Marco Consulting Group March 2008 - June 2010
Citi Institutional Consulting August 2006 - March 2008
Central Bank Illinois June 2003 - June 2005
Skills
Asset Management, Investment Management, Alternative Investments
Education
Campbell University 1999 — 2003
BS, Trust Management
Waubonsie Valley High School 1995 — 1999
Chad Musolf, CFA's Marco Consulting Group Experience January 2006 - February 2008
Job Director, Consultant Relations at INTECH Investment Management LLC (a Janus Capital Group Company)
Industry Investment Management
Experience
INTECH Investment Management LLC (a Janus Capital Group Company) January 2013 - Present
INTECH Investment Management LLC (a Janus Capital Group Company) September 2010 - December 2012
Marco Consulting Group January 2006 - February 2008
Marco Consulting Group September 2002 - January 2006
Education
The University of Chicago Booth School of Business 2006 — 2008
Master of Business Administration, Finance; Managerial & Organizational Behavior
University of Wisconsin-Madison 1996 — 2000
Bachelor of Business Administration, Finance, Investment & Banking; Management & Human Resources
INTECH Investment Management LLC (a Janus Capital Group Company) January 2013 - Present
INTECH Investment Management LLC (a Janus Capital Group Company) September 2010 - December 2012
Marco Consulting Group January 2006 - February 2008
Marco Consulting Group September 2002 - January 2006
Education
The University of Chicago Booth School of Business 2006 — 2008
Master of Business Administration, Finance; Managerial & Organizational Behavior
University of Wisconsin-Madison 1996 — 2000
Bachelor of Business Administration, Finance, Investment & Banking; Management & Human Resources
Richard Graf's Marco Consulting Group Experience DirectorCriterion investment managementOctober 1987 - April 2006
Job Chief Executive Officer at Marco Consulting Group
Industry Financial Services
Experience
Marco Consulting Group DirectorCriterion investment managementOctober 1987 - April 2006
Education
University of St. Thomas (TX) 1980 — 1982
MBA, Finance
United States Military Academy at West Point 1967 — 1971
BS, Engineering concentration
Marco Consulting Group DirectorCriterion investment managementOctober 1987 - April 2006
Education
University of St. Thomas (TX) 1980 — 1982
MBA, Finance
United States Military Academy at West Point 1967 — 1971
BS, Engineering concentration
Lynda Young's Marco Consulting Group Experience October 2006 - Present
Job Sr Exec Assist at Marco Consulting Group
Industry Financial Services
Experience
Marco Consulting Group October 2006 - Present
Tribune Company February 2000 - June 2006
Smith Barney Harris Upham June 1980 - December 1987
Skills
PowerPoint, Excel, Microsoft Office, Research, Outlook, Spreadsheets, Office Management, Microsoft Word, Administrative..., Event Planning
Education
Illinois State University 1975 — 1978
Bachelor of Science (BS), Psychology
Marco Consulting Group October 2006 - Present
Tribune Company February 2000 - June 2006
Smith Barney Harris Upham June 1980 - December 1987
Skills
PowerPoint, Excel, Microsoft Office, Research, Outlook, Spreadsheets, Office Management, Microsoft Word, Administrative..., Event Planning
Education
Illinois State University 1975 — 1978
Bachelor of Science (BS), Psychology
Niamh Muir's Marco Consulting Group Experience February 2015 - Present
Job Senior Executive Assistant
Industry Insurance
Experience
Marco Consulting Group February 2015 - Present
RIB (North America) Inc. January 2006 - June 2013
Skills
Office Administration, Administrative Work, Organizational..., Back Office, Travel Management, Employee Training, Meeting Scheduling, Database Administration, Internal Audit, CPCU, Financial Risk, General Insurance, Commercial Insurance, Claims Management, Claim, Insurance Brokerage, Claim Investigation, Reinsurance, Insurance, Customer Service, Consulting, Training, Budgets, Microsoft Office, External Audit
Education
Queen's University Belfast 1994 — 1995
Master's Degree, European Integration - Economics Option, First Class Honors with Distinction/ Summa Cum Laude
Dublin City University 1989 — 1993
Bachelor's Degree, International Marketing & Languages (Spanish Major/French Minor)
Marco Consulting Group February 2015 - Present
RIB (North America) Inc. January 2006 - June 2013
Skills
Office Administration, Administrative Work, Organizational..., Back Office, Travel Management, Employee Training, Meeting Scheduling, Database Administration, Internal Audit, CPCU, Financial Risk, General Insurance, Commercial Insurance, Claims Management, Claim, Insurance Brokerage, Claim Investigation, Reinsurance, Insurance, Customer Service, Consulting, Training, Budgets, Microsoft Office, External Audit
Education
Queen's University Belfast 1994 — 1995
Master's Degree, European Integration - Economics Option, First Class Honors with Distinction/ Summa Cum Laude
Dublin City University 1989 — 1993
Bachelor's Degree, International Marketing & Languages (Spanish Major/French Minor)
Craig Sarver's Marco Consulting Group Experience October 2011 - March 2014
Job
Industry Information Technology and Services
Experience
Topco Associates LLC May 2014 - Present
Marco Consulting Group October 2011 - March 2014
AutoTrader.com November 2003 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook
Education
College of DuPage
Internetworking Technician Certificate
Topco Associates LLC May 2014 - Present
Marco Consulting Group October 2011 - March 2014
AutoTrader.com November 2003 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook
Education
College of DuPage
Internetworking Technician Certificate
Richard Graf's Marco Consulting Group Experience August 2006 - July 2009
Job Partner at Corinthian Cove Consulting
Industry Investment Management
Experience
Corinthian Cove Consulting October 2010 - Present
Marco Consulting Group August 2006 - July 2009
Skills
Asset Management, Management Consulting, Corporate Finance, Leadership Development, Financial Services, Securities, Investment Management, Asset Allocation, Fixed Income, Hedge Funds, Series 7, Private Equity, Investment Advisory, Investments, Asset Managment, Strategic Financial..., Strategy, Due Diligence, Financial Modeling, Commodity, New Business Development, Equities, Team Leadership, Valuation, Alternative Investments, Mergers & Acquisitions, Real Estate, Project Management, Corporate Development, Investment Strategies, Bloomberg, Pension Funds, Emerging Markets, Angel Investing, Executive Management, Strategic Planning, Capital Markets, Analysis, Wealth Management, Bonds, Financial Markets, Pensions, Portfolio Management, Series 63, Proposal Writing, Investor Relations, Institutional..., Risk Management, Financial Analysis, Negotiation
Education
University of Saint Thomas
MBA, Finance
United States Military Academy at West Point 1967 — 1971
BS, Engineering
Corinthian Cove Consulting October 2010 - Present
Marco Consulting Group August 2006 - July 2009
Skills
Asset Management, Management Consulting, Corporate Finance, Leadership Development, Financial Services, Securities, Investment Management, Asset Allocation, Fixed Income, Hedge Funds, Series 7, Private Equity, Investment Advisory, Investments, Asset Managment, Strategic Financial..., Strategy, Due Diligence, Financial Modeling, Commodity, New Business Development, Equities, Team Leadership, Valuation, Alternative Investments, Mergers & Acquisitions, Real Estate, Project Management, Corporate Development, Investment Strategies, Bloomberg, Pension Funds, Emerging Markets, Angel Investing, Executive Management, Strategic Planning, Capital Markets, Analysis, Wealth Management, Bonds, Financial Markets, Pensions, Portfolio Management, Series 63, Proposal Writing, Investor Relations, Institutional..., Risk Management, Financial Analysis, Negotiation
Education
University of Saint Thomas
MBA, Finance
United States Military Academy at West Point 1967 — 1971
BS, Engineering
Ellen Kinczewski's Marco Consulting Group Experience March 2010 - Present
Job Student at DePaul University
Industry Financial Services
Experience
Marco Consulting Group March 2010 - Present
Education
DePaul University 2007 — 2010
Communication- Relational, Group, Organizational
Marco Consulting Group March 2010 - Present
Education
DePaul University 2007 — 2010
Communication- Relational, Group, Organizational
Christopher Van Pelt's Marco Consulting Group Experience 2011 - 2011
Job Summer Legal Intern at U.S. Securities and Exchange Commission
Industry Law Practice
Experience
U.S. Securities and Exchange Commission May 2015 - August 2015
Financial Industry Regulatory Authority (FINRA) January 2015 - May 2015
INTL FCStone Inc. August 2014 - December 2014
Cook County Government August 2014 - December 2014
Chicago Stock Exchange Compliance Department May 2014 - August 2014
Institute for Compliance, Chicago Kent College of Law May 2014 - August 2014
DePaul University Economics Department September 2011 - June 2012
Perritt Capital Management June 2011 - February 2012
Marco Consulting Group 2011 - 2011
Skills
Economics, Data Analysis, Econometrics, Statistics, Stata, Economic Research, Policy, Research, Quantitative Analytics, Public Policy, Policy Analysis, Quantitative Research, Securities, Securities Regulation, Financial Economics, Public Speaking
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2013 — 2016
Doctor of Law (J.D.)
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2012
Masters of Science in Economics and Policy Analysis, with distinction
DePaul University 2007 — 2011
Bachelor of Science, cum laude, Economics
U.S. Securities and Exchange Commission May 2015 - August 2015
Financial Industry Regulatory Authority (FINRA) January 2015 - May 2015
INTL FCStone Inc. August 2014 - December 2014
Cook County Government August 2014 - December 2014
Chicago Stock Exchange Compliance Department May 2014 - August 2014
Institute for Compliance, Chicago Kent College of Law May 2014 - August 2014
DePaul University Economics Department September 2011 - June 2012
Perritt Capital Management June 2011 - February 2012
Marco Consulting Group 2011 - 2011
Skills
Economics, Data Analysis, Econometrics, Statistics, Stata, Economic Research, Policy, Research, Quantitative Analytics, Public Policy, Policy Analysis, Quantitative Research, Securities, Securities Regulation, Financial Economics, Public Speaking
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2013 — 2016
Doctor of Law (J.D.)
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2012
Masters of Science in Economics and Policy Analysis, with distinction
DePaul University 2007 — 2011
Bachelor of Science, cum laude, Economics
William Holland, Jr.'s Marco Consulting Group Experience May 1989 - March 2000
Job Food Production Professional
Industry Food Production
Experience
Kraft Foods Group 2000 - 2011
Marco Consulting Group May 1989 - March 2000
Skills
Food, Food Service, Inventory Management, SAP, Market 6 Portal, Vendor Managed Inventory, Promotion Planning, Replenishment, Order Management, Supply Chain, Purchasing, Microsoft Office 2007, VMI, CRP, Customer Supply Chain, Customer Logistics, KPI Reports, Collaboration
Education
Marquette University 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Kraft Foods Group 2000 - 2011
Marco Consulting Group May 1989 - March 2000
Skills
Food, Food Service, Inventory Management, SAP, Market 6 Portal, Vendor Managed Inventory, Promotion Planning, Replenishment, Order Management, Supply Chain, Purchasing, Microsoft Office 2007, VMI, CRP, Customer Supply Chain, Customer Logistics, KPI Reports, Collaboration
Education
Marquette University 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General