MB Investments

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MB Investments Employees

Employee
Years
Job
Industry
Amanda Mok Amanda Mok Greater Chicago Area Details
Amanda Mok's MB Investments Experience August 2013 - Present
Job Investment Operations Analyst at MB Investments
Industry Financial Services
Experience
MB Investments   August 2013 - Present
Keeley Investment - Keeley Asset Management Corp.   August 2011 - August 2013
DePaul TeleServices Center   June 2010 - May 2011
A'GACI LLC  November 2009 - January 2010

Skills
Microsoft Excel, Time Management, Microsoft Office, Customer Service, Portfolio Management, Access, Team Building, Research, Social Networking, Outlook, PowerPoint, Microsoft Word, Investments, Cantonese, Axys, Data Analysis, Leadership, Financial Analysis, Bloomberg Terminal, Analysis, Schwab PortfolioCenter, Morningstar Advisor..., eVestment Analytics, Organizing, Writing, Social Media, Customer Relations, Streetscape, Salesforce.com

Education
DePaul University   2009 — 2013
Bachelor of Science, Finance and Economics, GPA 3.6/4.0

Brittney Odom Brittney Odom Greater Chicago Area Details
Brittney Odom's MB Investments Experience December 2011 - October 2013
Job Provider Services Representative at NextLevel Health
Industry Venture Capital & Private Equity
Experience
MusicBabie LLC   June 2012 - Present
NextLevel Health   September 2014 - July 2015
Peak Home Health, LLC   March 2014 - September 2014
CTWBC   June 2012 - December 2013
MB Investments   December 2011 - October 2013
CarlosWilder.com   April 2012 - June 2012
Summit Home Health  July 2011 - December 2011
Amedisys  June 2009 - August 2010

Skills
Medicaid, Medical Records, Healthcare, Healthcare Information..., Medical Billing, Medical Terminology, Medicare, Music, Musical Theatre, Research, Songwriting, Video, Creative Writing, Television Producing, Television Directing, Radio Programming, Film Editing, Customer Service, Leadership, Public Speaking, Writing

Education
Columbia College Chicago   2010 — 2014
Bachelor of Arts (B.A.), Creative Non-Fiction/Playwriting

Christina Bevacqua Bock Christina Bevacqua Bock Greater Chicago Area Details
Christina Bevacqua Bock's MB Investments Experience January 2006 - Present
Job Registrar of Private Collections at MB Investments
Industry Venture Capital & Private Equity
Experience
MB Investments   January 2006 - Present
Zygman Voss Gallery   March 2006 - August 2006
Visual Arts Limited   June 2003 - May 2004

Skills
Fine Art, Curating, Research, Photography, Art Systems, Collection Managment, Collectify, Photoshop, Lightroom, InDesign, Drawing, Galleries, Museums

Education
The University of Chicago
Certificate Program: Artifact Collection Care, Art Collection Management

University of Minnesota-Twin Cities
Bachelor's Degree, Major: Art History & Minor: Political Science

Rachel Klag Rachel Klag Chicago, Illinois Details
Rachel Klag's MB Investments Experience March 2014 - Present
Job Investment Analyst at MB Investments, LLC
Industry Investment Management
Experience
MB Investments   March 2014 - Present
Wells Fargo  July 2012 - March 2014
Wells Fargo  July 2011 - July 2012
Bank of Kansas City  May 2010 - August 2010

Skills
Underwriting, Financial Analysis, Financial Modeling, PowerPoint, Microsoft Excel, Financial Risk, Credit Risk, Operational Risk, Teamwork, Time Management

Education
University of Kansas   2007 — 2011
B.S., Finance

Jason Ellison Jason Ellison Chicago, Illinois Details
Jason Ellison's MB Investments Experience May 2014 - Present
Job Tax Manager at MB Investments
Industry Accounting
Experience
MB Investments   May 2014 - Present
McGladrey  October 2013 - May 2014
McGladrey  October 2012 - October 2013
McGladrey & Pullen  October 2010 - September 2012
McGladrey  August 2008 - September 2010
McGladrey  January 2008 - April 2008

Skills
Accounting, Business Process..., CPA, Microsoft Office, Financial Accounting, Sarbanes-Oxley Act, Tax, masters of taxation...

Education
DePaul University   2010 — 2012
Master of Science (MS), Taxation

Indiana University Bloomington   2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance

Barbara Reisman Barbara Reisman Greater Chicago Area Details
Barbara Reisman's MB Investments Experience September 2015 - Present
Job Accounts Payable Coordinator at MB Investments
Industry Financial Services
Experience
MB Investments   September 2015 - Present
Next Chapter Holdings, LP   January 2014 - Present
Harris Associates  January 2012 - September 2013
Monroe Capital  March 2010 - January 2012
Man Investments  July 2002 - November 2009
Fimat  December 1993 - July 2002
First Options  1990 - 1993

Skills
Portfolio Management, Superior Client Service, Hedge Funds, Compliance, Futures, Broker-Dealer, Alternative Investments

Education
Northern Illinois University   1984 — 1988
B.A, Psychology

Mather

Zax Rosenberg, CFA Zax Rosenberg, CFA Chicago, Illinois Details
Zax Rosenberg, CFA's MB Investments Experience June 2010 - May 2013
Job Research Associate at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co.   June 2014 - Present
Roosevelt University's Walter E. Heller College of Business   July 2012 - Present
TCS Group  June 2013 - May 2014
MB Investments   June 2010 - May 2013
Zax's Tutoring   January 2005 - August 2011
Morgan Stanley Smith Barney  February 2009 - October 2009

Skills
Excel, PowerPoint, Word, Outlook, Teaching, Tutoring, Performance Reporting, Hedge Funds, Investments, Alternative Investments, Entrepreneurship, Financial Modeling, Due Diligence, Private Equity, Venture Capital, Portfolio Management, Asset Management, Asset Allocation, Bloomberg, HTML, CSS, Network Administration, Finance, Securities, Financial Markets, Economics, Strategy, Analysis, Derivatives, Valuation, Microsoft Excel, Microsoft Word, Equities

Education
Roosevelt University   2007 — 2010
Bachelor's, Finance, Accounting, Philosophy

Gene Krinn Gene Krinn Greater Chicago Area Details
Gene Krinn's MB Investments Experience January 1998 - March 2009
Job Managing Principal at SeaSpire Advisors LLc
Industry Investment Management
Experience
SeaSpire Advisors LLc   February 2014 - Present
Fairway Advisors LLC   October 2009 - Present
Capital Cities LLC   March 2000 - Present
MB Investments   January 1998 - March 2009
Bryton Companies   February 1992 - December 1997
Cornerstone Financial Advisors   February 1982 - February 1992

Skills
Alternative Investments, Portfolio Management, Risk Management, Hedge Funds, Asset Managment, Asset Allocation, Due Diligence, Family Office, Investments, Private Equity, Venture Capital, Equities, Institutional, Wealth Management..., Financial Modeling, Mutual Funds, Investment Management

Education
Concordia Theological Seminary   1969 — 1973
MDiv, Counseling

Concordia College, Ft. Wayne, IN   1967 — 1969
BA, Classical Greek/Psychology

Concordia University-Ann Arbor   1966 — 1967
AA, Greek

Joyce McCollum Joyce McCollum Greater Chicago Area Details
Joyce McCollum's MB Investments Experience July 2008 - Present
Job Accounts Payable Coordinator at MB Investments
Industry Accounting
Experience
MB Investments   July 2008 - Present
Inland Electric Corporation   February 1999 - November 2007

Education
Governors State University   2005 — 2008

Governors State University
M.S., Business Administration

Katrina Winiecki Dee Katrina Winiecki Dee Chicago, Illinois Details
Katrina Winiecki Dee's MB Investments Experience June 2011 - Present
Job Managing Director at MB Investments
Industry Investment Management
Experience
MB Investments   June 2011 - Present
Merrill Lynch  November 2009 - March 2011
Glenwood Capital Investments   July 2003 - August 2009
UBS Global Asset Management  1999 - 2003
Ernst & Young  1994 - 1998

Skills
Hedge Funds, Alternative Investments, Investments, Financial Services

Education
Saint Mary's College
BBA, Accounting and Finance

Richard Dennert Richard Dennert Greater Chicago Area Details
Richard Dennert's MB Investments Experience December 2006 - Present
Job Director of Taxation at MB Investments
Industry Venture Capital & Private Equity
Experience
MB Investments   December 2006 - Present
General Growth Properties  November 1986 - September 2006

Skills
Tax, Tax Compliance, Income Tax, Partnership Taxation, Tax Returns, Compliance, Tax Preparation, Federal Tax, CPA

Education
University of Northern Iowa   1977 — 1981
Bachelor's degree, Accounting