Mesirow Financial
Industry: Financial services company
DescriptionMesirow Financial is a financial services company based in Chicago. The firm is employee-owned. It provides investment management, capital markets, and investment banking services. CEO: Richard S. Price (Mar 2011–) Assets under management: 34.5 billion USD Headquarters: Chicago, Illinois, United States Founder: Norman Mesirow Founded: 1937 Number of employees: 600
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Mesirow Financial Employees
Moody's Investors Service June 2009 - Present
Mesirow Financial September 2007 - February 2009
Board of Governors of the Federal Reserve System August 2006 - August 2007
Skills
Credit, Bloomberg, Policy Analysis, Economics, Finance, Fixed Income Analysis, Bonds, Financial Markets, Banking, Capital Markets, Fixed Income, Public Finance
Education
American University 2005 — 2007
Masters, Public Finance, International Economics
Indiana University Bloomington 2001 — 2005
B.S., Public Policy/ Economics
Universidad de Granada 2004 — 2004
Spanish
Patrick Henry High School
Concur August 2014 - Present
Mesirow Financial August 2010 - August 2014
LaSalle Bank November 2001 - June 2008
Skills
Customer Service, Concur Expense, Accounts Payable, Accounting, Account Reconciliation, General Ledger, Vendor Management..., Lawson, UAT Testing, 1099 Preparation, VAT, Project Management, Ad Hoc Reporting, Document Imaging, Sales and Use Tax, Process Improvement, Training, Invoice Processing, Vendor Management, Microsoft Excel, Management, Invoicing, Finance, Leadership, Microsoft Office
Education
Benedictine University 2006 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
JPMorgan Chase February 2014 - Present
Mesirow Financial March 2013 - December 2013
National Bank of Kuwait June 2010 - March 2013
Ajwan International W.L.L. November 2007 - May 2010
Spectra Systems July 2007 - November 2007
Skills
PMP, SQL, T-SQL, SSRS, SSAS, Visual Studio, SQL Server 2000-2008, .NET, UML Tools, ETL, SQL Server, Microsoft SQL Server, Analysis Services, Requirements Analysis, Business Intelligence, SDLC, Banking, Requirements Gathering, Analysis, C#, Database Design, JavaScript, XML, VB.NET, SharePoint, Databases, Business Analysis, PL/SQL, ASP.NET, Data Modeling, UML, Crystal Reports, SSIS, Testing, MS Project, Oracle
Education
Birla Institute of Technology and Science 2009 — 2011
M.S., Software Systems
Bharati Vidyapeeth College of Engineering, Pune 2002 — 2007
B.E., Computer Engineering, Bharati Vidyapeeth College of Engineering, Katraj Pune, First Class
Ram Mohun Roy Seminary, Patna 1998 — 2000
+2, Maths & Science
Cohen Financial June 2015 - Present
University of Missouri August 2012 - May 2015
Mesirow Financial December 2014 - February 2015
Monterrey Security June 2012 - July 2014
Campus Dining Services January 2012 - April 2013
Skills
Time Management, Teamwork, Microsoft Office, Problem Solving, PowerPoint, Public Speaking, Facebook, Sales, Customer Service, Leadership, Microsoft Excel, Social Media
Education
University of Missouri-Columbia 2012 — 2015
Bachelor of Science, Business Administration, Finance and Banking/Real Estate, Senior
Chongqing Technology and Business University 2014 — 2014
Business
Benedictine College 2011 — 2012
Business
Brother Rice High School 2007 — 2011
High School Diploma
Mesirow Financial October 2011 - Present
H.J. Umbaugh & Associates, CPAs, LLP June 2008 - September 2011
Michigan School Investment Association December 2009 - December 2010
Skills
Fixed Income, Municipal Bonds, Financial Modeling, Econometrics, Series 7, Series 63, Series 52, Stata, Bond Markets, Bond Pricing, Public Finance, DBC, Munex, Bonds, Financial Analysis
Education
Andrews University 2004 — 2008
Bachelor of Business Administration (BBA), Major in Finance, Minor in Mathematics
Morningstar November 2013 - Present
Mesirow Financial August 2013 - November 2013
Bank of America May 2010 - August 2013
CME Group December 2007 - May 2010
NYSE Euronext July 2007 - December 2007
Skills
Spring, Sun Certified Java..., J2EE, Java, JavaScript, Agile, Hibernate, Concurrent Programming, FX trading, Python, TDD, Electronic Trading, Unix, Java Enterprise Edition, Agile Methodologies, Test Driven Development
Education
DePaul University 2007 — 2010
MS, Software Engineering
City University of New York-Brooklyn College 2003 — 2007
BS, Computer Science
Mesirow Financial June 2015 - Present
Kellogg School of Management September 2013 - May 2015
United States Senate June 2014 - August 2014
U.S. District Court of Massachusetts May 2013 - August 2013
U.S. District Court of Massachusetts June 2012 - August 2012
New England Center for Investigative Reporting January 2012 - June 2012
From the Top November 2010 - January 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Public Speaking, Social Media, Leadership, Teamwork, Data Analysis
Education
Northwestern University 2013 — 2017
Bachelor of Arts (BA), Economics, Mathematical Methods in the Social Sciences
Boston Latin School 2007 — 2013
Ericsson April 2014 - January 2015
Ericsson July 2013 - April 2014
BJ Burns Incorporated December 2012 - July 2013
Incapital May 2012 - August 2012
Integrity Life - Western & Southern Financial Group April 2010 - April 2011
Nationwide Financial January 2008 - December 2009
Principal Funds Distributor Inc. (purchased WM Group of Funds) January 2003 - December 2007
Morgan Stanley Dean Witter April 1997 - December 2002
Mesirow Financial January 1997 - March 1997
Raymond James June 1996 - December 1996
Skills
Bloomberg, Licensing, PeopleSoft, Lotus Notes, Software, Mutual Funds, Concur, Series 63, Fixed Annuities, Investments, Retirement Planning, Securities, 401k, Wealth Management, Strategic Financial..., Maps, Retirement, Financial Advisory, Asset Allocation, Asset Managment, Asset Management, CRM
Education
Broward Community College 1992 — 1995
Finance and Business
Target June 2014 - August 2014
Mesirow Financial June 2013 - August 2013
Crest Communications June 2010 - August 2010
Skills
Research, Public Speaking, Writing and Editing, PowerPoint, Microsoft Excel, Marketing, Social Media, Analysis, Data Analysis, Event Planning
Education
Indiana University - Kelley School of Business 2011 — 2015
Marketing, International Business, Psychology
Cass Business School 2014 — 2014
Marketing and International Business
Peking University - Guanghua School of Management 2013 — 2013
Envestnet Asset Management July 2014 - Present
Envestnet Asset Management September 2010 - June 2014
Envestnet Asset Management June 2008 - September 2010
Mesirow Financial June 2006 - May 2008
Ibbotson Associates February 2005 - May 2006
Skills
Statistics, Econometrics, Quantitative Finance, Portfolio Optimization, Asset Allocation, Portfolio Management, Mutual Funds, Hedge Funds, Time Series Analysis, Research, Investment Strategies, Stochastic Calculus, Monte Carlo Simulation, Cluster Analysis, Financial Economics, Matlab
Education
University of Chicago
Master of Science (M.S.), Financial Mathematics
University of Iowa - Henry B. Tippie College of Business
Doctor of Philosophy (Ph.D.), Finance
University of Iowa
Master of Science (M.S.), Statistics
University of Iowa
Master of Arts (M.A.), Economics/Econometrics
Georgetown University
Engalitcheff Institute on Comparative Political and Economic Systems
Central College
Bachelor of Arts (B.A.), Economics
Mesirow Financial September 2015 - Present
Yelp August 2014 - July 2015
Her Campus February 2013 - May 2014
Anti-Defamation League May 2013 - August 2013
Jewish United Fund of Metropolitan Chicago June 2012 - August 2012
Greek Support Initiative January 2012 - June 2012
Skills
Online Journalism, Marketing Strategy, Facebook, Social Media, Community Outreach, Microsoft Office, Editing, Website Development, Team Leadership, Writing, Social Media Outreach, Newsletters, Philanthropy, Online Research, Salesforce.com, Programming, Online Advertising, Digital Marketing, Marketing Communications
Education
Tulane University 2010 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
Charles University in Prague 2012 — 2012
Highland Park High School 2006 — 2010
Mesirow Financial January 2015 - Present
LPL Financial March 2014 - December 2014
Edward Jones Investments September 2010 - February 2014
Netop Tech Inc 2006 - 2008
Microsoft Corporation 2002 - 2006
Navision Software June 2000 - May 2002
Damgaard June 1999 - May 2001
Skills
Wealth Management, Strategic Financial..., Series 7, Securities, Retirement Planning, Portfolio Management, Mutual Funds, Management, Investments, Investment Strategies, Finance, Asset Allocation, Alternative Investments, Marketing Strategy, New Business Development, Strategic Planning, Retirement, Strategy
Education
Sacred Heart University 1990 — 1991
Business Administration and Management, General
College for Financial Planning
Accredited Asset Management Specialist, AAMS
Wharton School of Business
Executive Education, Wealth Management
The University of Connecticut
Business & Economics
Post Acute Solutions June 2014 - Present
TM2 Consulting, LLC May 2013 - Present
Houlihan Lokey Howard & Zukin August 2003 - April 2013
Mesirow Financial August 2002 - August 2003
Accenture April 1998 - October 2001
Skills
Marketing, Management, Contract Negotiation, Public Speaking, Investment Banking, Strategy, Mergers & Acquisitions, Start-ups, Entrepreneurship, Training, Recruiting, Business Strategy
Education
Sawyer College 1996 — 1998
Ball State University 1995 — 1996
Mesirow Financial July 2013 - Present
FleishmanHillard 2009 - July 2013
Skills
Integrated Marketing, Business Strategy, Corporate Communications, Media Relations, Social Media, Financial Analysis, Graphic Design, New Business Development, Advertising, Entrepreneurship, Public Relations, Digital Media, Digital Marketing, Digital Strategy, Marketing Communications, Marketing, Social Media Marketing
Education
Loyola University of Chicago
BBA, Finance, Marketing
Cass Business School
Economics, Sociology
Lane Bryant April 2007 - Present
The Disney Store November 2004 - February 2007
Tupperware Brands July 1998 - September 2004
Marsh & McLennan Companies August 1995 - September 1996
Mesirow Financial June 1994 - August 1995
Skills
Customer Service, Loss Prevention, Visual Merchandising, Strategic Planning, Sales Management, Team Building, Risk Management, Inventory Management, Driving Results, Inventory Control, Management, Merchandising, New Store Openings, Profit, Retail, Retail Sales, Sales, Store Management, Store Operations
Education
City Colleges of Chicago-Richard J Daley College
Associate's Degree, Criminal Justice/Law Enforcement Administration, A
Mesirow Financial August 2007 - Present
Skills
Account Management, New Business Development, General Insurance, Underwriting, Sales, Salesforce.com, Professional Liability, Insurance, Workers Compensation, Commercial Insurance
Education
Benedictine University
Northeastern Illinois University
Sunoco LP. 2014 - Present
FTI Consulting 2009 - 2014
FTI Consulting 2008 - 2009
KBR 2006 - 2008
Mesirow Financial 2004 - 2006
KPMG 2001 - 2004
Skills
Due Diligence, Business Valuation, Valuation, Restructuring, Change Management, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Private Equity, Financial Modeling, Management Consulting, Structured Finance, Equities, Strategy, Finance, Management, Strategic Planning
Education
Austin College
BBA, Business Administration and Spanish
Texas Christian University - M.J. Neeley School of Business
MBA, Finance
Mesirow Financial December 2012 - Present
CME Group 2010 - 2012
CHICAGO MERCANTILE EXCHANGE March 2010 - December 2011
SERVIGISTICS/CLICK COMMERCE March 2008 - October 2009
McGladrey February 1995 - March 2008
Education
Columbia College
Communications
Chicago State University
Marketing/Marketing Management, General
Robert Morris College
General Studies
PNC Mortgage March 2013 - Present
Talent Intelligence April 2012 - January 2013
Advanced Resources LLC September 2008 - April 2012
Advanced Resources LLC January 2004 - September 2008
Mesirow Financial August 2001 - January 2004
Skills
Succession Planning, Pipelining, Recruiting, Management Consulting, Account Management, Sourcing, Strategic Planning, Business Intelligence, Competitive Intelligence, Cold Calling, Executive Search, Employee Engagement, Human Resources, Internet Recruiting, Talent Management, PeopleSoft, Onboarding, Applicant Tracking..., Staffing Services, Business Development, Talent Acquisition, HRIS, Strategic Sourcing, Strategy, HR Consulting, Leadership, Screening Resumes, Interviews, Screening, Employee Benefits, Management, Hiring, Employee Relations, Contract Recruitment, College Recruiting, Temporary Placement, Permanent Placement, Benefits Negotiation, Temporary Staffing, Technical Recruiting, Recruitment Advertising
Education
Alverno College
B.A, Business
Compass Lexecon June 2012 - Present
Argopoint LLC January 2012 - June 2012
Mesirow Financial June 2011 - August 2011
Skills
Economics, Financial Modeling, Data Analysis, Valuation, Stata, Market Research, Corporate Finance, Financial Analysis, Bloomberg, Statistics, Management Consulting, Due Diligence, Mergers & Acquisitions, Analysis, Microsoft Excel
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science, Finance, Graduate
Fenwick High School 2004 — 2008
March Altus Capital Management September 2014 - Present
Mesirow Financial October 2008 - August 2014
Bear Stearns June 2003 - July 2008
Goldman Sachs July 2000 - June 2003
Education
Bucknell University 1996 — 2000
BA, Economics and Finance
Summit High School 1992 — 1996
Infinity Q Capital Management, LLC May 2014 - Present
Wildcat Capital Management May 2014 - Present
TPG Capital May 2014 - Present
Arden Asset Management January 2013 - May 2014
Arden Asset Management October 2010 - January 2013
J.P. Morgan March 2006 - October 2010
Mesirow Financial February 2005 - March 2006
Schonfeld Securities January 2002 - February 2005
Skills
Portfolio Management, Hedge Funds, Risk Management, Alternative Investments, Financial Risk, Trading Strategies, Quantitative Finance
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA, Finance and Investments
State University of New York at Buffalo - School of Management 1997 — 2001
B.A., Business Administration - Finance
Insurance and Financial Services April 2010 - Present
Mesirow Financial December 2008 - January 2011
FE Clean Energy Group May 2007 - December 2008
EPIC Ventures(was Wasatch VC) a DFJ Affiliate March 2007 - July 2007
Wasatch Venture Fund (Now EPIC Ventures) October 2006 - March 2007
APX Alarm 2005 - 2006
Church of Jesus Christ of Latter-day Saints 2002 - 2004
Skills
Private Equity, Financial Services, Insurance, Spanish, Investments, Entrepreneurship, Investment Banking, Valuation, Private Reserve Strategy, Retirement Planning &..., Business Consulting, Be Your Own Banker, Leadership, Sales, Due Diligence, Financial Modeling, Finance, Strategy, Business Planning, Financial Analysis, Management Consulting, Portfolio Management, Venture Capital
Education
Brigham Young University - Idaho 2001 — 2006
BS, Business
Korn Ferry Institute May 2013 - Present
Investments & Pensions Real Estate October 2013 - Present
O'Dea & Associates April 2010 - Present
Wanger Investment Management, LLC July 2009 - April 2010
Calamos Investments March 2007 - July 2009
Mesirow Financial September 2005 - February 2007
Columbia Wanger Asset Management L.P. (Bank of America sub.) January 2001 - May 2005
O'Dea & Associates March 1995 - January 2001
Coopers & Lybrand January 1991 - March 1995
Crain's Chicago Business January 1989 - December 1990
Skills
Marketing Strategy, Business Strategy, Strategy, Business Development, Analysis, Finance, Investments, Leadership, Management, Asset Management, Economics, Proposal Writing, Media Relations, Research, Sales, Writing, Editing, Mergers & Acquisitions, Journalism, Real Estate, Strategic Planning
Education
Brown University 1979 — 1983
BA, History
New York Action Center for CRY America, Inc. (Child Rights & You) January 2011 - Present
H&R Block December 2011 - April 2012
Mesirow Financial March 2011 - June 2011
Macy's November 2010 - December 2010
John Jay College October 2008 - January 2010
Skills
Integration, Business Analysis, Accounting, Account Reconciliation
Education
John Jay College of Criminal Justice
Bachelor of Arts (B.A.), International Criminal Justice
Nuveen Investments October 2014 - Present
Mesirow Financial May 2012 - September 2014
Northern Trust October 2011 - May 2012
CBOE February 2010 - June 2011
CBOE February 2009 - February 2010
UBS Investment Bank 2002 - 2007
Citadel Investment Group 2000 - 2002
Skills
Data Warehousing, Oracle, ETL, Data Modeling, Database Design, Databases, SQL, Unix, Architecture, Data Architecture, SQL Tuning, Erwin, Unix Shell Scripting, Microsoft SQL Server, Perl, Business Intelligence, Enterprise Architecture, Performance Tuning, Informatica, Data Warehouse..., Software Project..., Agile Methodologies, XML, PL/SQL, Team Leadership
Education
University of Chicago 2003 — 2006
MS, Financial Mathematics
Belaruski Dziarzhauny Universitet 1988 — 1993
MS, Physics
Alper Services LLC 2010 - Present
Cerda Insurance Associates 2009 - 2010
Mesirow Financial 2003 - 2009
Schwartz Brothers Insurance 2001 - 2003
Fireman’s Fund Insurance /Interstate National Corporation 2000 - 2001
Aon Corporation 1999 - 2000
CNA Corporation/ Viaticus, Inc. 1996 - 1999
Wm. J. Cleary Insurance 1989 - 1995
Midstate Insurance Agency 1987 - 1989
Skills
Experienced Commercial..., Health Insurance, Commercial Lines, Disability Insurance, Employee Benefits, Employment Practices..., Legal Liability, Life Insurance, Negotiation, Sales, Risk Management, Workers Compensation, Umbrella Insurance, Small Business, Sales Operations, Risk Assessment, Recruiting, Real Estate, Property, Program Management, Professional Liability, Marketing, Management, Liability, Leadership, Event Management, Customer Service, Commercial Insurance, Brokers, Account Management, Team Building, Underwriting
Education
Clark University 1983 — 1987
B. A., Economics
Mesirow Financial May 2014 - Present
Asure Software October 2013 - May 2014
John Hancock Life Insurance Company (U.S.A.) January 2008 - March 2013
John Hancock Mutual Funds September 2006 - January 2008
Skills
Relationship Management, Business Analysis, Microsoft Office, Customer Service, Strategic Planning, CRM, Market Research, Financial Services, Competitive Analysis, Sales, Social Media Marketing, Data Analysis, Marketing, Marketing Strategy, Marketing Communications, Business Development, Building Relationships, Account Management, Communication Skills, Positive Team Player, Problem Solving, Issue Resolution, Time Management, Negotiation, Management, Analysis, Employee Benefits, Lead Generation, Cold Calling, Analytics, Leadership, Sales Presentations, Sales Process, Sales Operations, Strategy
Education
Boston University - School of Management 2002 — 2006
Bachelor of Science (B.S.), Business Administration
OmegaComp HR August 2014 - Present
Mesirow Financial June 2011 - June 2014
The Guardian Life Insurance Company of America October 2007 - June 2011
Skills
Life Insurance, Underwriting, Insurance, Disability Insurance, Brokers, Lotus Notes, Case Managment, Microsoft Office, Microsoft CRM, Nuance
Education
California State University-Sacramento 2002 — 2006
Bachelor of Science (BS), Business Administration - Human Resource Management
Brevet Capital Management June 2015 - Present
Resinvest August 2014 - Present
Citi January 2015 - May 2015
Citi June 2012 - December 2014
Morgan Stanley May 2011 - August 2011
Mesirow Financial June 2010 - August 2010
Skills
Credit Analysis, Credit Risk, Business Analysis, Financial Analysis, Equity Research, Finance, Data Analysis, Microsoft Excel, Valuation, Analytics, Access, Investments, Banking, Accounting, Financial Modeling, Investment Banking, Credit, Portfolio Management
Education
American University - Kogod School of Business
BSBA, Finance
Youth Guidance June 2014 - August 2014
Mesirow Financial October 2012 - August 2013
Skills
Databases, Microsoft Excel, Access, Document Management, Microsoft Office, Management, Outlook, Visio, Raiser's Edge
Education
City Colleges of Chicago-Harold Washington College 2014 — 2016
Johnson, Blumberg & Associates, LLC September 2013 - Present
Office of the Comptroller of the Currency June 2013 - August 2013
Mesirow Financial March 2013 - June 2013
Centers for New Horizons October 2011 - December 2012
Executive Service Corps of Chicago 2009 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, File Management, Public Speaking, Mathematics, Invoicing, Leadership, Program Development, Research, Event Planning, Nonprofits, Customer Service, Fundraising, Community Outreach, Time Management
Education
University of Illinois at Chicago 2013 — 2016
City Colleges of Chicago-Harold Washington College 2010 — 2013
Associate of Arts (A.A.), Business Administration
Fitness Formula Clubs November 2011 - Present
Bally Total Fitness June 2003 - August 2011
Mesirow Financial 1999 - 2002
Hyatt Hotels Corporation 1981 - 1999
Skills
Employee Relations, Human Resources, Employee Benefits, Deferred Compensation, Performance Management, Recruiting, Coaching, Onboarding, Benefits Administration, Talent Acquisition, Team Building, Leadership, Training, Process Improvement, Budgets, Payroll, Staff Development, Management, Succession Planning, Sales, Hiring, Customer Retention, Interviews, Employee Training, Organizational..., Strategic Planning, Leadership Development, Fitness, Employee Engagement, Conflict Resolution, Applicant Tracking..., College Recruiting, Career Development, New Hire Orientations, Workforce Planning, Organizational..., Temporary Placement, Talent Management, Employment Law, Corporations, Personnel Management, HRIS, Personal Training, FMLA, PeopleSoft, Technical Recruiting, Strength Training, Labor Relations, Resume Writing
Education
College of DuPage
DeVry
Business with stress in Human Resources
Mesirow Financial January 2011 - Present
Inner City Health Center June 2012 - Present
BRAG Denver August 2011 - Present
Colorado Group Insurance Association January 2011 - January 2015
Principal Financial Group May 2009 - January 2011
Sun Life Financial August 1993 - April 2009
Skills
Employee Benefits, Benefits, Group Medical, Health Insurance, Disability Insurance, Insurance, International Employee..., Voluntary Employee..., Life Insurance, Dental Insurance, Retirement Benefits, Self Funded Medical..., Term Life Insurance, COBRA, Health Savings Accounts, Benefits Administration, 401k, Retirement, Group Insurance, Long-term Care, Workers Compensation, ERISA, Retirement Planning, Health Care Reform, Long Term Care Insurance, Brokers
Education
Bowdoin College 1989 — 1993
Bachelor of Arts (B.A.), Economics and Government
Mesirow Financial July 2004 - Present
HRH April 2002 - July 2004
AMS Services 1998 - 2000
Skills
Insurance, Process Improvement, Microsoft Office, Analysis, Microsoft Excel, Project Management, Microsoft Word, Sagitta, Account Management, Strategic Planning, Business Analysis, General Insurance, Training, Visio, SharePoint, Software Documentation, Financial Analysis, Workers Compensation, System Administration
Education
Indiana Wesleyan University 2000 — 2003
Masters in Business Administration, Business
Ball State University 1992 — 1996
Bachelor of Arts, Communications
Mesirow Financial January 2004 - Present
Skills
Investment Advisory, Series 7, Wealth Management, Investments, Retirement
Education
Benedictine University 1996 — 2000
Mesirow Financial January 2009 - Present
Fortis Clearing Americas January 2007 - December 2009
CBOT 2000 - 2004
Kidder Peabody 1979 - 1994
Education
Boston University
BA, Philosophy and Religion
World Energy April 2008 - Present
FTI Consulting 2007 - 2008
Mesirow Financial 2005 - 2007
Khanty Mansiysk Oil Corporation 1998 - 2001
Economics Resource Group 1997 - 1998
Economics Resource Group 1995 - 1997
Skills
Strategy, Business Planning, Valuation, Financial Analysis, Restructuring, Corporate Development, Financial Modeling, Mergers, Corporate Finance, Private Equity, Due Diligence, Energy, Business Valuation, Divestitures, Debt Restructuring, Finance, Economics, Venture Capital, Acquisition Integration, M&A experience, Project Finance, Asset Management
Education
Yale University 1991 — 1995
BA, Economics, International Studies
Brandeis University 2002 — 2004
MBA, Finance
Milton Academy 1988 — 1991
Mesirow Financial 2000 - Present
CFA Institute 1996 - Present
Market Technicians Association March 2002 - Present
William R. Hough & Co. 1997 - 2000
Smith Barney 1995 - 1997
Shearson Lehman Brothers 1990 - 1992
Skills
MBS, ABS, Fixed Income, Bonds, Hedge Funds, Portfolio Management, Series 7, Bloomberg, Financial Markets, Trading, Valuation, Financial Modeling, Investments, Capital Markets, Investment Management, Securities, Asset Allocation, Asset Management, Equities, Alternative Investments
Education
Emory University 1990 — 1991
MBA, Finance
College of Charleston 1986 — 1989
BS, Business Administration
Clemson University 1985 — 1986
Business, Engineering
Moss Adams LLP October 2012 - Present
Marshall & Stevens April 2011 - October 2012
WTAS, LLC August 2008 - March 2011
Mesirow Financial November 2007 - September 2008
Navigant Consulting October 2004 - November 2007
Deloitte 1993 - 2004
Ernst & Young 1992 - 1993
Coopers & Lybrand 1989 - 1992
Resource Valuation Group 1987 - 1989
American Appraisal Associates 1985 - 1986
Skills
Restaurants, Valuation, Business Valuation, Private Equity, Due Diligence, Mergers, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Financial Reporting, Restructuring, Forensic Accounting, Business Strategy, Alternative Investments, Litigation Support, Strategic Financial...
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1983 — 1985
MBA, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 1978 — 1983
BA, Economics
Mesirow Financial February 1992 - Present
Education
American University 1991 — 1992
MAT, Education
University of Maryland College Park 1989 — 1991
MA, History
University of Michigan 1985 — 1989
BA, History, Political Science
Highland Park High School 1981 — 1985
Broadwing Advisors, LLC February 2013 - Present
Siegel-Gallagher Companies July 2001 - January 2013
GVA Williams August 1997 - July 2001
Mesirow Financial June 1992 - July 1997
Griffin, Kubik, Stephens & Thompson January 1988 - July 1992
Skills
Contract Negotiation, Real Estate, Investment Properties, Valuation, Investments, Lease Negotiations, Leases, Disposition, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Brokerage, Tenant Representation, Corporate Real Estate, Location Intelligence, Property Management, Tenant, Landlords, Asset Management, Real Estate Economics, Real Estate Financing, Due Diligence, Apartments, Property
Education
University of Wisconsin-Madison - School of Business 2003 — 2005
MBA, General Business
Allegheny College 1983 — 1987
MS, Economics
University School of Milwaukee 1979 — 1983
Panera Bread June 2014 - Present
Boston University Admissions Office December 2012 - May 2014
Broadway in Boston September 2013 - December 2013
Mesirow Financial June 2013 - August 2013
Ziegler June 2012 - August 2012
Boston University School of Management May 2011 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Research, Marketing, Sales, Management, Analysis, Financial Analysis, Community Outreach
Education
Boston University 2010 — 2014
BSBA, Finance, Marketing; minor in Political Science
CLS Partners July 2014 - Present
Mesirow Financial December 2013 - April 2014
Benefits Solutions Group April 2012 - December 2013
Caribou Coffee June 2011 - April 2012
Carthage College September 2008 - May 2011
Caribou Coffee June 2010 - August 2010
Skills
Benefits Administration, Insurance, Management, Microsoft Office, Employee Benefits, Community Outreach, Microsoft Excel, Health Insurance, Open Enrollment, History, Client Management, Politics, Life Insurance, Customer Service
Education
Carthage College 2007 — 2011
BA, History, Political Science
Palomas Home Furnishings July 2010 - Present
Kerryman April 2005 - February 2010
Holly Duran Real Estate Partners November 2009 - January 2010
Mesirow Financial February 2009 - May 2009
CookTek October 2006 - May 2008
Coldwell Banker Reseidential Brokerage November 2004 - October 2006
Wells Fargo Home Mortgage January 2001 - January 2004
Wells Fargo Home Mortgage February 2001 - August 2003
Washington Mutual December 1998 - February 2001
Skills
Sales, Administrative..., Human Resources, Event Planning, Training, Outlook, Management, Marketing, Customer Service, Budgets, Office Management, PowerPoint, Microsoft Office, Project Management, Office Administration, Software Documentation, Recruiting, Inventory Management, Purchasing
Education
San Francisco State University 1994 — 1995
Business Administration
Cañada College 1992 — 1994
Business Administration
Walmart August 2015 - Present
Schneider Electric March 2011 - Present
Mesirow Financial August 2010 - December 2010
John G. Shedd Aquarium January 2010 - August 2010
Skills
Interviews, Recruiting, Employer Branding, HR Consulting, Consulting, Marketing, Building Relationships, University Relations
Education
Illinois Institute of Technology 2008 — 2011
Master, Personnel& Human Resource Development
Capital Normal University 2003 — 2008
B.S, Psychology
Mesirow Financial February 1996 - Present
Thilman & Filippini 1994 - 1996
Allstate 1990 - 1994
Skills
Risk Management, Strategy, Analysis, Program Management, Negotiation, Financial Analysis, Workers Compensation, Professional Liability, Employment Practices..., Underwriting, Insurance, Commercial Insurance, Property & Casualty..., Claim, Sales, Business Development, Marketing, Mergers & Acquisitions, Business Strategy, Captives, Cost Reduction..., Due Diligence, Risk Assessment, Alternative Risk..., Product Recall, Budgeting, Project Planning, Technology, Quality Control, Relationship Management, Customer Service, Public Speaking
Education
Northeastern Illinois University 1992 — 1994
BS, Finance
Bradley University 1988 — 1990
Hays Companies January 2015 - Present
Sinai Health System January 2011 - Present
The Horton Group May 2010 - March 2014
The Council of Insurance Agents & Brokers October 2006 - March 2014
JMB Insurance February 2003 - May 2010
Mesirow Financial February 1984 - February 2003
Charles U. Victor Company February 1984 - December 1984
Skills
Risk Management, Insurance, Employee Benefits, Management, Property & Casualty..., Budgets, Mergers & Acquisitions, Sales, Casualty, Analysis, Claims Management, Negotiation, Professional Liability, Sales Management, Financial Risk, Budgeting, Producer Development, Enterprise Risk..., COI Development
Education
Arizona State University 1983 — 1983
Bachelor of Science (BS), Insurance and Risk Management
University of Wisconsin-Madison - School of Business 1979 — 1983
Insurance and Risk Management
Glenbrook South High School
Kaizen Incorporated. April 2009 - Present
Chicago Finance Exchange 2006 - 2015
Chicago Finance Exchange 2006 - 2015
Alternative Investment Forum 2012 - 2013
Alternative Investment Forum 2012 - 2013
Barclays Capital, (Formerly Lehman Prime Brokerage) June 2005 - November 2008
Mesirow Financial December 2000 - June 2005
Morgan Stanley Wealth Management 1999 - 2000
ABN AMRO 1997 - 2000
Skills
Alternative Investments, Capital Markets, Change Management, Strategic Consulting, Investments, Sales Management, Relationship Management
Education
Claremont McKenna College 1981 — 1983
Bachlors of Science, Political Science and Economics
Office of the Comptroller of the Currency May 2012 — Present
Mesirow Financial 2010 — 2011
BB&T Capital Markets 2007 — 2010
Teacher Retirement System of Texas 2005 — 2007
CIBC World Markets 2000 — 2004
First Chicago 1999 — 1999
Prudential Securities 1996 — 1998
National Westminster Bank 1994 — 1996
Skills
Fixed Income, Portfolio Management, Trading, Structured Products, Credit Derivatives, Market Risk, Due Diligence, Asset Management, CMBS, Securitization, Alternative Investments, ABS, Leveraged Finance, Credit Trading, Interest Rate Risk..., Real Estate Economics, Investments, Financial Risk, Capital Markets, Commercial Real Estate, Intex, Trepp, Barclays Point, REIT, SPSS, Quantitative Risk..., Counterparty Risk, Financial Engineering, Basel II, Basel III, CCAR, Dodd-Frank, MBS, Statistical Modeling, Volcker Rule, KMV
Education
University of North Carolina at Charlotte 2009 — 2018
Doctor of Philosophy (PhD), Geography and Urban Regional Analysis
Indiana University Bloomington 1998 — 2000
MBA, Finance/Public Policy
Bucknell University 1990 — 1994
BA, Economics
Marcato Capital Management March 2013 - Present
Mesirow Financial January 2008 - February 2013
Deloitte January 2003 - December 2007
Skills
Hedge Funds, Due Diligence, Fund Of Funds, SEC filings, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Valuation, Accounting, Financial Reporting, Auditing, Alternative Investments, Investments, Derivatives
Education
Bradley University
B.S., Accounting
PuroClean Property Restoration Specialists March 2009 - Present
Mesirow Financial March 2006 - November 2009
Ibbotson Associates March 2001 - March 2006
Thompson Financial 1997 - 1999
Skills
Fire Management, Mold, Water, Mold Remediation, Water Damage, Insurance, Small Business, New Business Development, Team Building, Contract Negotiation, Restoration, Management, Marketing, Indoor Air Quality, Leadership, Remediation, Due Diligence, Analysis, Real Estate, Mitigation, Carpet Cleaning, Portfolio Management, Asset Management, Water Damage Restoration, Investments, Program Management, Entrepreneurship, Consulting, Start-ups, Executive Management, Residential Homes, Product Marketing
Education
Illinois Institute of Technology 1993 — 1996
MS, Financial Markets and Trading
Coe College 1986 — 1990
BA, Business
Lane Tech HS 1982 — 1986
Diploma, General Studies
JMB Insurance June 2011 - November 2014
Mesirow Financial March 2006 - March 2011
Heil & Heil Insurance agency October 2002 - March 2006
Mack and Parker 1989 - 1993
Aon Risk Solutions 1982 - 1989
Skills
Marketing, Negotiation, D&O, Insurance, Property & Casualty..., Commercial Insurance
Education
Aurora University 1996 — 1998
Bachelors, Social Work
Aries Capital, LLC July 1997 - Present
Berkshire Mortgage Finance June 1994 - June 1997
Mesirow Financial March 1992 - May 1994
Kendall Mortgage 1985 - 1990
Skills
Loans, Due Diligence, Real Estate Transactions, Real Estate Financing, Finance, Credit Analysis, Mortgage Lending, Portfolio Management, Commercial Banking, Financial Analysis, Commercial Real Estate, Credit, Valuation, Real Estate, Investments, Commercial Lending, Financial Modeling, Banking, Underwriting, Financial Structuring, Investment Properties, Brokerage, Disposition, Real Estate Economics, Commercial Mortgages, Asset Management, FHA, Real Estate Development, Loan Origination, Corporate Real Estate, Leases, Acquisitions, Location Intelligence, Structured Finance, Funding, Private Equity
Education
Butler University 1980 — 1983
Bachelor of Arts, French Literature
IUPUI 1977 — 1980
Mesirow Financial July 2015 - Present
Nuveen Investments March 2014 - July 2015
Nuveen Investments April 2010 - March 2014
Nuveen Investments September 2008 - April 2010
Nuveen Investments May 2007 - August 2007
Skills
Securities, Portfolio Management, Mutual Funds, Asset Allocation, Investment Management, Bonds, Series 7, Wealth Management, Asset Managment, Valuation, Investments, Bloomberg, Fixed Income, Financial Analysis, Banking
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship
Miami University 2004 — 2008
B.S., Finance
Cass Business School 2007 — 2007
B.S., International Finance
Northbrook Bank & Trust a Wintrust Community Bank June 2001 - April 2015
The Networking Group 2005 - 2014
The Center for Enriched Living June 2004 - June 2011
NBD Bank 1989 - 1993
Mesirow Financial 1987 - 1990
Skills
Financial Analysis, Portfolio Management, Strategic Financial..., Strategic Planning, Corporate Finance, Finance, Financial Planning, Financial Services, Financial Modeling, Banking, Management, Credit, Due Diligence, Mergers & Acquisitions, Business Strategy, New Business Development, Risk Management, Program Management, Negotiation, Small Business, Strategy, Private Equity, Business Development, Mergers, Management Consulting, Budgets, Real Estate, Insurance, Commercial Banking, Commercial Lending, Investments, Treasury Management, Loans, Customer Service
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Brown University
Bachelor of Arts (BA), Economics and Applied Mathmatics
Burling Bank September 2014 - Present
Mesirow Financial June 2013 - August 2013
Hart Davis Hart Wine Co. June 2012 - August 2012
Skills
Databases, Microsoft Office, Management, Competitive Analysis, Microsoft Excel, Process Improvement, Financial Analysis
Education
Boston College 2010 — 2014
Bachelor of Arts (BA), Economics and Human Development
loyola academy
loyola academy
loyola academy
PwC Advisory Services February 2015 - Present
Illinois CPA Society April 2014 - Present
Mesirow Financial August 2012 - January 2015
FTI Consulting July 2006 - August 2012
Skills
Litigation Support, Forensic Accounting, Valuation, Certified Fraud Examiner, Business Valuation, Solvency, Bankruptcy, FCPA, Internal Investigations, Fraud, Due Diligence, Analysis, Expert Witness, Mergers & Acquisitions, Enterprise Risk..., Litigation Consulting, Consulting, Finance, US GAAP, CPA, Financial Reporting, Accounting, GAAP, Tax, Litigation, Financial Analysis
Education
Brigham Young University
B.S., Accounting
Friendswood High School
Bank of America Merrill Lynch May 2004 - 2015
Robert Half International 2002 - 2004
UTEK, Inc. 1998 - 1999
Mesirow Financial 1995 - 1998
Skills
Business Analysis, Portfolio Management, Risk Management, Project Management, Banking, Financial Services, Securities, Financial Risk, Customer Service, Financial Analysis, Management, Finance, Internal Audit, Syndications, Financial Structuring, Debt Restructuring, Trade Finance, SharePoint, Procedure Development, Negotiation, Consulting, Loan Structuring, Agency Negotiations, Intralinks/Syntrak, LSTA, Letters Of Credit, Flood, Multi-currency, Customer Relations, Closing Deals, Salesforce.com, Mortgage Lending, Due Diligence, Customer Retention, Wine Education, Microsoft Office, Employee Stock Options, Team Building, Employee Engagement, Deal Closure, Document Management, Client Accounts, Business Development
Education
Benedictine University
BA, International Business and Economics
The Cube 2014 - Present
Wrapports Ventures September 2013 - Present
Deloitte Consulting August 2013 - September 2013
Deloitte Consulting September 2011 - August 2013
Kellogg School of Management June 2009 - June 2011
Dell 2010 - 2010
Merrick Ventures 2010 - 2010
Deloitte Consulting February 2006 - June 2009
Mesirow Financial June 2005 - August 2005
Hogan Lovells August 2004 - December 2004
Skills
M&A due diligence, Business Strategy, Restructuring, Cost Reduction, Corporate Development, Integration Planning, Developing New Markets, Financial Modeling, Venture Capital, Private Equity, Business Planning, Growth Strategy, Marketing Strategy, Customer Insight, Growth Strategies, Strategy, Due Diligence, Intellectual Property, Management Consulting, Mergers & Acquisitions, Acquisition Integration, Strategic Consulting, Cross-functional Team..., Analytics, M&A experience, Organizational Design, Emerging Markets, Corporate Finance, Start-ups, Business Transformation, Business Valuation
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance & Marketing
The University of Texas at Austin 2002 — 2005
BA
City University of Hong Kong 2004 — 2004
Tectonic: insight to action October 2014 - Present
General Growth Properties June 2012 - October 2014
Mesirow Financial May 2010 - April 2012
Zenith Administrators June 2009 - April 2010
Fidelity National Financial March 2007 - December 2008
Bear Stearns (Encore Credit Corporation) February 2005 - February 2007
Argent Mortgage 2004 - 2005
Skills
Vendor Management, SharePoint, Account Management, Business Analysis, Databases, Training, Software Documentation, Requirements Analysis, Visio, CRM, Business Relationship..., Process Improvement, Project Management
Education
University of Birmingham-England 2002 — 2003
MA, English
California State University-Fullerton 2000 — 2002
BA, English
Nomura 2009 - 2015
Mesirow Financial May 2009 - September 2009
Deutsche Bank April 2003 - March 2009
Goldman Sachs August 1988 - April 2003
Skills
Equities, Investment Banking, Bloomberg, Alternative Investments, Asset Management, Capital Markets, Customer Service, Derivatives, Fixed Income, Hedge Funds, Leadership, Marketing, Microsoft Office, Microsoft Word, PowerPoint, Project Management, Public Speaking, Research, Sales
Education
Bates College 1984 — 1988
Bachelor of Arts (B.A.), Mathematics
Gate Gourmet April 2014 - Present
Weber-Stephen Products Company June 2012 - April 2014
FHP Berner April 2004 - May 2012
Freudenberg Household Products May 2004 - April 2011
Mesirow Financial 2005 - 2006
VIP Bachelorette 2004 - 2005
Exam One 1999 - 2004
Gaurantee Trust Life 1996 - 1999
Skills
WMS, SAP Portal, Customer Service, Customer Retention, Distribution, Inventory Management, Purchasing, Operations Management, Inventory Control, Warehousing, SAP, Supply Chain Management, Manufacturing, Logistics, Problem Solving, Process Improvement, Supply Chain, Excel, Microsoft Office, Microsoft Excel, Management, Continuous Improvement, Project Planning, Product Development, Analysis, Team Leadership, Warehouse Management, Cross-functional Team..., Procurement, Lean Manufacturing, Strategic Sourcing, Forecasting, MRP, Kaizen, Six Sigma, Pricing, Demand Planning, ERP, Value Stream Mapping, Global Sourcing, Production Planning, Negotiation, Contract Negotiation, Logistics Management, Vendor Management, Manufacturing..., Team Building, Supply Management, Materials Management, Budgets
Education
Aurora University 2009 — 2010
BA, Business Management
Kaplan University 2008 — 2010
Business Management
DeVry University 2005 — 2007
Operations Management
Mesirow Financial April 2015 - Present
Northwestern Mutual July 2014 - March 2015
Bowling Green State University August 2010 - August 2014
TMA / CFM Affinity Architecture and Construction June 2012 - August 2013
The Great Escape/Chicago Home Fitness June 2011 - August 2011
Skills
Research, PowerPoint, Statistics, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Asset Management, Investment Strategies, Minitab, Oral & Written..., Financial Risk, Financial Analysis, Economic Research, Personal Finance, Problem Solving, Quantitative Risk..., Business Modeling, Business Analysis, Life Insurance, Health Insurance, Communication, Time Management, Leadership, Customer Service, Teamwork, Finance
Education
Bowling Green State University 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Business Administration and Management, General
Avison Young January 2014 - Present
Mesirow Financial 2011 - 2012
DDB Worldwide Communications Group May 2007 - August 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Real Estate
Education
Bradley University 2002 — 2008
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
A&M Trade LLC May 2015 - Present
Thesis NYC September 2014 - Present
Prudential Financial January 2015 - May 2015
Guidepoint Global September 2013 - August 2014
GE Capital June 2013 - August 2013
HFP Capital Markets September 2012 - May 2013
Mesirow Financial July 2010 - August 2010
Skills
Due Diligence, Market Research, Product Development, User Experience, Data Analysis, Primary Research, CRM, Financial Modeling, Bloomberg, Inside Sales, Business Analysis, Client Services, Expert Networks, Relationship Management, Venue Relations, Social Media Marketing, Valuation, Capital Markets, Bloomberg Terminal, Economics, Microsoft Excel, Derivatives, Statistics, Financial Analysis
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2012
BS in Business Administration, Finance, Senior
Riverdale Country 2004 — 2008
Morgan Stanley Smith Barney August 1999 - Present
Mesirow Financial November 1993 - August 1999
Arthur Andersen & Co. August 1991 - November 1993
Education
The University of South Dakota School of Law 1988 — 1991
Juris Doctorate
Augustana College (SD) 1983 — 1987
BA, Economics & Business Adminstration
Slalom Consulting June 2015 - Present
Mesirow Financial February 2014 - November 2014
NTT DATA Corporation April 2010 - February 2014
Les Charmes International Group August 2008 - May 2009
Mark Alan Apparel January 2006 - August 2008
United Orient Bank September 2003 - December 2005
Skills
Oracle, SQL, Spring, Requirements Analysis, Hibernate, JavaScript, Core Java, Agile Methodologies, GWT, XML, Web Applications, MySQL, JSP, Tomcat, Eclipse, Maven, CSS, JBoss Application Server, Struts, jQuery, JUnit
Education
Baruch College 2005 — 2007
MS, Computer Information Systems, 3.5
City University of New York-Hunter College 1999 — 2003
Bachelor's degree, Computer Science, Economics, Mathmatics, 3.75
Smith College Student Government Association April 2015 - Present
Wall Street Prep September 2015 - Present
ModernGuild March 2014 - Present
ModernGuild September 2014 - Present
Mesirow Financial June 2015 - August 2015
Smith College Organization Resource Committee February 2015 - April 2015
Smith College Organization Resource Committee April 2013 - April 2015
Université libre de Bruxelles October 2014 - December 2014
Northwestern Mutual May 2014 - August 2014
Office of Governor Deval L. Patrick May 2013 - August 2013
Skills
Public Speaking, Management, Fundraising, Social Networking, People Skills, PowerPoint, Customer Service, Training, Politics, Investment Management, Due Diligence, Private Equity, Financial Analysis, Event Planning, Proposal Writing, Microsoft Excel, R, Discrete Mathematics, Impact Investing, Research, Basic Accounting, Microsoft Office, Social Media, Financial Research, Wealth Management, Matlab
Education
Smith College 2012 — 2016
Bachelor of Arts (BA), Philosophy and Logic, 4.0 Latin Honors, 3.88 Cumulative
Université libre de Bruxelles 2014 — 2014
Semester Abroad, Philosophy
Boston University 2010 — 2012
High School
Mesirow Financial Consulting, LLC 2009 - Present
Alvarez & Marsal 2008 - 2009
Mesirow Financial 2001 - 2008
Andersen 1998 - 2001
Skills
Financial Modeling, Due Diligence, Mergers, Corporate Finance, Financial Analysis, Finance, Debt Restructuring, Private Equity, Valuation, Business Process..., Restructuring
Education
Emory University - Goizueta Business School 2008 — 2009
MBA, Business
Appalachian State University 1991 — 1995
BSBA, Finance, General
Edmonds Community College March 2015 - Present
New Life Agenda 2014 - Present
Artist 1986 - Present
Wells Fargo Advisors 1998 - 2011
Mesirow Financial 1995 - 1998
Skills
Fine Art, Life Coaching, Performing Arts, Finance, Writing, Teaching
Education
Brown University
Master of Arts (MA)
Institute for Life Coach Training
Mount Holyoke College
Bachelor of Arts (BA)
Virginia Commonwealth University
Bachelor of Fine Arts (BFA)
National Association of Black Accountants (NABA) September 2014 - Present
The Havelock Group October 2012 - Present
Mesirow Financial June 2014 - September 2014
KPMG US June 2013 - August 2013
Evaton Marketing, Inc. May 2011 - August 2012
NorthShore University HealthSystem January 2010 - May 2011
NorthShore University HealthSystem June 2008 - December 2009
Skills
SEC Financial Reporting, Business Development, Social Media, Time Management, Project Management, Accounting, Sales, PowerPoint, Microsoft Excel, Access, Analytics, Data Analysis, Customer Service, Microsoft Office, Marketing Strategy, Direct Sales, Acting, Bookkeeping, Consulting, Data Warehousing, Electricians, HIPAA, Invoicing, Networking, Proofreading, Sports, Writing, Management
Education
DePaul University 2013 — 2017
Master's degree, Accounting
City Colleges of Chicago-Harold Washington College 2012 — 2013
Accounting
Mesirow Financial June 2012 - Present
Capella University May 2008 - May 2012
Skills
Health Care Reform, Marketing, Communications, Compliance, Employee Benefits, Human Resources, Benefits Administration, Project Management, Interpersonal Skill, Detail Oriented, PeopleSoft, InDesign, ExactTarget, Microsoft Office, Microsoft Excel, Insurance
Education
Bradley University
Bachelor's degree, Marketing
Capella University
Master's degree, Management of Non-Profit Agencies
Capella University
Certificate, Human Resources Management
Grant Thornton LLP August 2014 - Present
Robert Half Legal July 2013 - March 2014
Special Counsel 2008 - July 2013
Grant Thornton LLP 2007 - 2008
Mesirow Financial 2006 - 2007
Veritas Advisory Group 2004 - 2005
B-Solutions Group 2001 - 2004
Arthur Andersen 1997 - 2001
Skills
Recruiting, Interviews, Strategy, Talent Acquisition, Executive Search, Business Development, Temporary Staffing, Talent Management, Sourcing, Hiring, Technical Recruiting, Human Resources, Applicant Tracking..., Consulting, Internet Recruiting, Employee Benefits, New Business Development, Cold Calling, Onboarding, Account Management, Change Management, Management Consulting, Full-life Cycle..., HRIS, Behavioral Interviewing, Tax Recruiting, Advisory Recruiting, Audit Recruiting, Litigation Support, Economics, Statistical Modeling, Financial Modeling, Business Valuation
Education
Baylor University 1995 — 1997
MS, Economics
Baylor University 1990 — 1994
Bachelor of Science, Economics
CFA Institute June 2011 - Present
Chaos Management, LLC December 2006 - Present
BB&T 2006 - February 2010
Mesirow Financial 2000 - 2006
Skills
Investments, Alternative Investments, Economics, Valuation, Portfolio Management, Equities, Financial Modeling, Asset Managment, Asset Allocation, Asset Management, Capital Markets, Corporate Finance, Due Diligence, Equity Research, Finance, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investment Strategies, Mergers, Mutual Funds, Private Equity, Venture Capital, Trading, Strategic Financial...
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance
Brown University 1988 — 1992
ba, Economics
Self Employed 2009 - Present
Protiviti 2008 - 2009
Mesirow Financial 2006 - 2008
James A. Martens Corporation 2000 - 2006
PHB Hagler Bailly/Putnam, Hayes & Bartlett 1994 - 1999
Freeman & Mills 1989 - 1994
MetMor Financial 1986 - 1989
Pannell Kerr Forster 1981 - 1986
Main Lafrentz & Co. 1963 - 1980
Skills
Forensic Accounting, Litigation Support, Bankruptcy/Insolvency, Fraud Investigations, Expert Testimony, Financial Consulting, Expert Witness, CPA, Certified Fraud Examiner, Fraud, Strategic Partnerships, Mergers & Acquisitions, Valuation, Financial Advisory, Financial Modeling, Due Diligence, Investigation, Auditing, Finance, Bankruptcy, Financial Analysis, Restructuring
Education
Cal State Fullerton 1962 — 1963
Bachelor's degree, Accounting
Mesirow Financial March 2015 - Present
Mesirow Financial June 2012 - March 2015
Mesirow Financial August 2011 - June 2012
Swiss Post Solutions, Inc. at AllianceBernstein October 2006 - August 2011
Vanguard Direct March 2006 - October 2006
Forrest Solutions Group December 2004 - March 2006
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Employee Relations, PowerPoint, Office Management, Administration, Data Entry, Team Building, Management, Event Planning
Education
City University of New York-Hunter College 2003 — 2009
BA, Psychology minor in Sociology
Cottingham & Butler March 2015 - Present
Ryan Specialty Group April 2010 - January 2011
Mesirow Financial December 2009 - March 2010
Marsh & McLellan July 2006 - August 2008
Aon July 2001 - June 2006
Policy MaintenanceAon Risk Services, Inc January 2001 - January 2004
Crissie & Co., Ltd January 1999 - January 2001
Skills
Commercial Insurance, Commercial Lines, General Insurance, Claim, Property & Casualty..., Insurance, Analysis, Underwriting, Casualty, Training, Liability, Risk Management, Time Management, Excess & Surplus Lines, Management, Policy Analysis, Team Leadership, Workers Compensation, Brokers, Customer Service, Casualty Insurance
Education
City Colleges of Chicago-Harry S Truman College 1995 — 1997
Business Administration and Management, General
Calamos Investments February 2015 - Present
Calamos Investments May 2004 - February 2015
Pax Clearing Corporation 2002 - 2004
Knight Financial 2000 - 2002
Mesirow Financial 1997 - 2001
Skills
Securities, Asset Management, Series 7, Mutual Funds, Equities, Series 63
Education
Benedictine University 2009 — 2010
BA, Business Management
Willis January 2013 - Present
Allianz July 2012 - December 2012
AIG June 2007 - November 2010
AJ Renner and Associates April 2006 - June 2007
Mesirow Financial November 2005 - February 2006
Travis Pedersen and Associates September 2003 - March 2005
General Star Management Co. August 2000 - October 2002
General Star Management Co. February 2000 - August 2000
General Star Management Co. May 1999 - February 2000
Skills
Microsoft Works, Excel, Underwriting, Insurance, Property & Casualty..., Commercial Insurance, Professional Liability, Legal Liability, Claims Management, Liability, Workers Compensation, Casualty, General Insurance, Claim, Risk Management, Commercial Lines, Access, Reinsurance, Health Insurance, Microsoft Office, Outlook, Data Entry, Litigation Management, Medical Malpractice, Excess, D&O, Employment Practices..., Property Damage, Umbrella Insurance, Product Liability, Microsoft Excel, Liability Analysis, Brokers
Education
Bradley University 1991 — 1996
BS, Psychology
American Realty Advisors June 2013 - Present
Mesirow Financial 2010 - 2013
Verde Realty 2003 - 2010
Security Capital Research & Management 2002 - 2003
Security Capital Group Incorporated 1997 - 2002
Insignia/ESG 1992 - 1997
Doxey Furniture 1990 - 1991
Skills
Dispositions, Real Estate Investment, Retail, Asset Management, Real Estate Finance, Financial Analysis, Real Estate Development, Real Estate, Investments, Due Diligence, Private Equity, Financial Reporting, Portfolio Management, Negotiation, Strategic Planning, Real Estate Economics, Asset Managment, Disposition, Investment Properties, Financial Modeling, Start-ups, Finance, Mergers & Acquisitions, Series 7 and Series 63, Valuation, Commercial Real Estate, Mortgage Lending, Real Estate Transactions, Alternative Investments, Management, Marketing, Capital Markets, Brokerage, Investment Strategies, Hedge Funds, Investment Management, Equities, Securities, Venture Capital, Acquisitions, Series 7, Asset Allocation, Real Estate Financing, Business Development, Sales, Strategy, Leases, Contract Negotiation, Budgets, New Business Development
Education
University of Kansas 1986 — 1990
Bachelor of Arts, Political Science
New Trier 1982 — 1986
Sears 1974 — 1982
Choate Rosemary Hall
Midwest Mezzanine Funds August 2014 - Present
Mesirow Financial June 2011 - July 2014
Group One Trading, LP May 2010 - August 2010
IF Communications January 2010 - May 2010
Nation Pizza and Foods June 2009 - August 2009
Skills
Series 79, Series 63, Financial Modeling, Valuation, Investments, Due Diligence, Corporate Finance, Financial Analysis, Bloomberg, Finance, Investment Banking
Education
Indiana University - Kelley School of Business 2007 — 2011
BS, Finance
Cass Business School
Study Abroad Business Program (GB)
Highland Park Highschool 2003 — 2007
Ajilon Professional January 2015 - Present
Ajilon Professional November 2014 - December 2014
The Salem Group May 2013 - October 2014
Mesirow Financial August 2007 - April 2011
LaSalle Network June 2005 - October 2006
Addison Group April 2005 - June 2005
LaSalle Network December 2004 - February 2005
CORESTAFF Services September 2004 - December 2004
Video Monitoring Services of America, LP February 2003 - April 2004
Video Monitoring Services of America, LP February 2002 - August 2002
Skills
Production Coordination, Operations Assistance, Correspondence with..., Trafficking, Prioritizing, Production, Data Entry, Scanning, Scanners, Financial Services, Mutual Funds, Securities
Education
City Colleges of Chicago-Harry S Truman College 2011 — 2015
Associates Degree, Not yet completed, Chemical Lab Technolgy
University of Dayton 1994 — 1998
Bachelor's degree, Communications: Radio/TV
Mesirow Financial November 2003 - August 2014
Skills
ITIL v3 Foundations..., HDI Support Center..., Microsoft Office, Windows 7, Windows XP Pro, Project Management, Business Analysis, IIS, Vendor Management, Outlook, Microsoft Excel, PowerPoint, Microsoft SQL Server, Process Improvement
Education
CEGEP - John Abbott College 1992 — 1996
Mesirow Financial August 2012 - Present
Roosevelt University August 1999 - Present
Morgan Stanley Smith Barney September 2006 - August 2012
Five Star Development Group March 2004 - September 2006
Yahoo! January 2002 - March 2004
Education
College for Financial Planning 2009 — 2010
CRPC, Retirement Planning
Roosevelt University 1998 — 1999
MBA, Finance
Purdue University 1991 — 1995
BS, Hospitality Management
NFP Private Client Group March 2015 - Present
Mesirow Financial July 2002 - March 2015
Aon Risk Services April 1999 - July 2002
Skills
Property & Casualty..., Insurance, Liability, Underwriting, Claim, Risk Management, Negotiation, Sales, Casualty, Brokers, Account Management, General Insurance, Customer Service
Education
University of Iowa 1996 — 1999
College of DuPage 1994 — 1996
Capitalize Analytics July 2014 - Present
Progression Technologies, Inc. February 2011 - June 2014
Texas Engineering Systems, LP November 2005 - January 2011
Cambridge Galaher Settlements May 1996 - October 1998
Mesirow Financial January 1995 - April 1996
Skills
Lead Generation, Social Media, CRM, Marketing, Trade Shows, PowerPoint, Market Analysis, Sales Process, Product Development, Social Media Marketing, Sales Operations, Marketing Strategy, New Business Development, Management, Product Launch, Sales, Dreamweaver, Web Marketing, Microsoft Excel, Business Development, Go-to-market Strategy, Strategy, Product Marketing, Direct Sales, Strategic Planning, Account Management, Negotiation, Market Planning, Selling, Marketing Management, Online Advertising, Strategic Partnerships, Marketing Communications, B2B, Cold Calling, Online Marketing, Salesforce.com, Direct Marketing, Demand Generation, Product Management, Email Marketing, Google Analytics, Multi-channel Marketing, B2B Marketing, Digital Marketing, Marketing Event Planning, WordPress, Event Management, Budgets, Budget Setting
Education
Baylor University
BBA, Marketing/Management
Jarden Safety & Security August 2014 - Present
Victor Technology April 2011 - August 2014
Menards May 2010 - April 2011
Sandwich Public School System February 2010 - May 2010
CNBC June 2009 - February 2010
Augustana College September 2006 - May 2009
Walgreens May 2008 - August 2008
Mesirow Financial June 2007 - August 2007
Meson Sabika May 2004 - August 2006
Skills
Photoshop, Advertising, Customer Service, Budgets, Social Media, Product Marketing, Product Development, Marketing Strategy, Social Media Marketing, Video Editing, Event Planning, Management, Adobe Creative Suite, Marketing, Illustrator
Education
Aurora University 2013 — 2015
Master’s Degree, Masters of Business Administration, 4.0
Augustana College 2005 — 2009
Bachelor’s Degree, Business Administration; Concentrations in Marketing and Management, 3.5
Sears Holdings Corporation April 2013 - Present
Sears Holdings Corporation July 2011 - April 2013
Sears Holdings Corporation July 2010 - July 2011
Sears Holdings Corporation July 2008 - July 2010
Mesirow Financial July 2005 - July 2007
Skills
Inventory Management, Retail, Vendor Relations, Excel, Replenishment, Analytics, Microsoft Excel
Education
Augustana College 2004 — 2008
Bachelor of Arts, Business Administration, 3.8
ALLSTATE (EXPERIS) 2013 - Present
BRIDGEPORTFOLIO, INC. 2011 - 2013
ABN AMRO - LaSALLE BANK 2004 - 2010
BANK OF AMERICA - U.S. TRUST 2004 - 2010
MESIROW FINANCIAL 2002 - 2004
CAPITAL MANAGEMENT SELECT FUND, Ltd. 2000 - 2004
ABN AMRO ASSET MANAGEMENT 2001 - 2002
BANCA DI ROMA 1994 - 2000
Skills
Bloomberg Terminal, Advent, International Business, Reuters, Italian, Wealth Management, Investment, International Management, Investments, Lithuanian, Performance Measurement, GIPS, Axys, Moxy, APX, GIPS Compliance, Investment Performance, Hedge Funds, Investment Strategies, Mutual Funds, Trading, Asset Allocation, Equities, Portfolio Management, Bloomberg, Finance, Fixed Income, Asset Management, Investment Management, Financial Services, Analysis
Education
Boston University 1993 — 1994
Master of Science (M.Sc.)
Vrije Universiteit Brussel 1993 — 1994
Master of Science (M.Sc.)
Illinois Institute of Technology 1986 — 1992
Bachelor of Science (BSc)
IESE - UNIVERSIDAD DE NAVARRA
Mesirow Financial March 2012 - Present
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Analytic Finance, Strategy
University of Alabama at Birmingham 1997 — 1998
MS, Computer Science
Acharya Nagarjuna University 1993 — 1997
Wilshire Associates August 2009 - Present
Mercer Investment Consulting July 2007 - August 2009
Precision Investment Technology September 2006 - June 2007
Home May 2005 - June 2007
Ritchie Capital July 2001 - May 2005
Mesirow Financial June 1996 - June 1999
G-Bar Limited Partnership 1991 - 1993
Skills
Hedge Funds, Portfolio Management, Trading, Bonds, Asset Management, Asset Managment, Equities, Credit, Institutional..., Alternative Investments, Fixed Income, Mutual Funds, Investments, Capital Markets, Asset Allocation, Investment Management, Bloomberg, Derivatives, Strategy, Private Equity
Education
Arizona State University, W. P. Carey School of Business 1999 — 2001
MBA
University of Illinois at Chicago 1990 — 1997
BS
University of Chicago Booth School of Business February 2015 - Present
DePaul University May 2012 - Present
DePaul University October 2013 - January 2015
DePaul University August 2008 - May 2012
Zacks Investment Management January 2005 - July 2008
Mesirow Financial June 2000 - November 2002
Hippies Inc January 1999 - June 2000
Skills
Fundraising, Nonprofits, CRM
Education
DePaul University 2011 — 2014
Master Public Service with Distinction, Higher Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2003
MBA
University of Illinois at Chicago 1996 — 1999
BS, Marketing
Arizona State University 1994 — 1995
CBRE Global Investors January 2015 - Present
Northwestern Mutual Real Estate Investments September 2013 - December 2014
Next Realty May 2013 - August 2013
Mesirow Financial March 2012 - September 2012
Mesirow Financial March 2007 - March 2012
Skills
Investments, Capital Markets, Fixed Income, Investment Banking, Portfolio Management, Credit, Financial Modeling, Financial Analysis, Real Estate, Derivatives, Credit Analysis, Real Estate Financing, Investment Strategies, Argus Modeling, Global Tactical Asset...
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Accounting and Finance
Bucknell University 2002 — 2006
Bachelor of Science, Geology
Mesirow Financial 2004 - Present
Skills
Employee Benefits, Insurance, Health Insurance, Underwriting, Brokers, Benefits Administration, Health Savings Accounts, Sales, Life Insurance, Disability Insurance, Term Life Insurance
Education
Carroll College 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
The Adcom Group January 2014 - Present
RPM Advertising June 2011 - January 2014
Starcom MediaVest Group 2007 - June 2011
Starcom MediaVest Group 2006 - 2007
Mesirow Financial August 2003 - February 2006
Near North Insurance Brokerage, Inc. April 2001 - August 2003
Skills
Media Planning, Interactive Marketing, Media Buying, Customer Insight, Marketing, Digital Marketing, Advertising, Digital Media, comScore, Digital Strategy, Integrated Marketing, CRM
Education
Weatherhead School of Management at Case Western Reserve University 2015 — 2018
Master of Business Administration (M.B.A.)
Bowling Green State University 1996 — 2000
BA, Communications
Mesirow Financial March 2015 - Present
The Artistic Home Theater April 2005 - Present
Electro-Motive Diesel, a Caterpillar Company January 2011 - March 2015
Porsche Business Services, Inc. July 2006 - January 2011
Clark Retail Enterprises September 1999 - May 2000
KeyBank May 1996 - July 1999
BP America December 1983 - April 1996
Skills
Sarbanes-Oxley Act, Financial Modeling, Budgets, Cash Management, Treasury, SAP, Management, Leadership, Financial Reporting, Financial Analysis, Forecasting, Treasury Management, Accounting, Banking, Process Improvement
Education
Cleveland State University 1978 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
LVM Capital Management May 2001 - Present
Mesirow Financial March 1999 - May 2001
Renaissance Inc. 1994 - 1998
Skills
Estate Planning, Investment Management, Certified Financial..., Retirement, Insurance, Financial Planning, Finance, Investments, Wealth Management, Retirement Planning, Investment Advisory, Personal Finance, Portfolio Management, Financial Analysis, Asset Management
Education
Western Michigan University - Haworth College of Business 2007 — 2011
MBA, Management
College for Financial Planning 1996 — 2000
Financial Planning
Wheaton College 1988 — 1992
Bachelor of Arts, Business and Economics
M&B Travel/Golf Ahoy April 2007 - Present
Midwest Insurance Agency July 2003 - July 2007
Mesirow Financial January 2000 - July 2003
Firemans Fund 1979 - 1994
Education
Calvin College 1960 — 1964
Nalco December 2009 - Present
Kathryn Humecki & Associates, Ltd. December 2008 - December 2009
The MP Group, LLP September 2000 - November 2008
Mesirow Financial January 1989 - July 2000
Skills
Management, Finance, CPA, Accounting, Strategic Planning
Education
Saint Xavier University 2008 — 2009
Graduate Certificate, Financial Fraud Examination and Management
Purdue University Calumet 1985 — 1987
Accounting
Beloit College 1979 — 1983
Bachelors, Business Administration
Mesirow Financial December 2013 - Present
Mesirow Financial May 2006 - December 2013
Skills
Business Analysis, ITIL, Backup Solutions, Microsoft Exchange, Business Continuity, IT Management, SharePoint, VMware Infrastructure, Microsoft SQL Server, Incident Management, VMware, SDLC, Vendor Management, Lawson General Ledger, iSCSI, IT Strategy, Storage Architecture, NetApp Filers, Portfolio Management, Enterprise Architecture, Infrastructure..., Windows Server, Blackberry Enterprise..., Process Improvement, Firewalls, Data Center, Virtualization, Management, Strategic Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA
Adamson University 1988 — 1990
1989, MBA
St. Paul High School, DJ Science College
Mesirow Financial July 2003 - Present
Near North National Group August 2000 - June 2003
Kemper Insurance Companies October 1993 - August 2000
Education
Chicago-Kent College of Law 1988 — 1991
Law
University of Illinois at Urbana-Champaign 1983 — 1987
Fenwick High School 1979 — 1983
Mesirow Financial September 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. May 2011 - September 2014
San Francisco Public Utilities Commission February 2010 - May 2011
Jefferies & Co. January 2002 - January 2010
Skills
Credit Analysis, Financial Analysis, Credit, Finance, Risk Management, Capital Markets, Fixed Income, Investment Banking, Bonds, Strategic Planning, Financial Modeling, Structured Finance, Valuation, Corporate Finance, Public Finance, Securities, Project Finance, Investments, Municipalities, Due Diligence, Economics, Securitization, Funding, Asset Management, Series 7, Economic Development
Education
University of Southern California - Marshall School of Business 1995 — 1997
MBA
California State University-Long Beach 1984 — 1989
BA, Political Science
OneWest Bank October 2011 - Present
Center for Research in Security Prices, UofC May 2010 - September 2011
Mesirow Financial February 2006 - March 2010
Caremark 2002 - 2005
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance
Boston University 1998 — 2002
PhD, Cognitive and Neural Systems
Mesirow Financial June 1990 - Present
Mesirow Financial June 1990 - Present
Skills
HRIS, Negotiation, Insurance, Management, Leadership, Employee Benefits, Analysis, Strategic Planning, Underwriting, Program Management, Integrated Marketing, Health Insurance, Consulting, Strategy, Team Building
Education
Southern Illinois University, Carbondale 1981 — 1986
Bachelors of Science (B.S.), Business
Augustana College 1982 — 1984
Business Administration and Management, General
Mesirow Financial 2004 - Present
Skills
Asset Management, Investments, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1992 — 1994
Master of Business Administration (MBA), Finance and Marketing
Clemson University
Bachelor of Science (BS), Finance
Mesirow Financial August 2004 - Present
Education
Butler University - College of Business Administration 2000 — 2004
Mesirow Financial December 2001 - Present
Vista Technologies March 2001 - November 2001
Extensity July 2000 - February 2001
Hyperion Solutions July 1998 - June 2000
SPSS January 1996 - June 1998
Skills
Health Insurance, Sales, Insurance, Employee Benefits, Management, Disability Insurance, Account Management, Brokers, Risk Management, Investments, Underwriting, Negotiation, 401k, Health Savings Accounts, Life Insurance, Strategic Planning, Leadership
Education
Chicago Medical School at Rosalind Franklin U-Med & Science 1993 — 1995
Bachelor's Degree, Medical Technology
University of Illinois at Chicago 1990 — 1993
General
Moraine Valley Community College 1988 — 1990
Associates in Science, General
Morgan Stanley August 2009 - Present
Equitec Group April 2008 - August 2009
Citigroup Global Markets Inc. 1993 - 2008
Knight Capital Group 2000 - 2004
Mesirow Financial 1993 - 2000
Skills
Electronic Trading, Business Development, Relationship Management, Options, Routing, Best Execution, Execution Management...
Education
Boston University Questrom School of Business
State of Tennessee, Dept of Commerce and Insurance May 2014 - Present
State of Tennessee, Dept of Commerce & Insurance September 2013 - May 2014
Zeiders Enterprises, Inc. November 2012 - April 2013
Healthnet, MHNGS June 2010 - November 2012
Wells Fargo November 2007 - December 2009
SunTrust Bank July 2005 - October 2007
First Tennessee Bank January 2001 - July 2005
Regions Morgan Keegan September 1999 - December 2000
First Chicago NBD, now JP Morgan Chase February 1997 - April 1999
Mesirow Financial 1994 - 1997
Skills
Wealth Management, Investments, Strategic Financial..., Retirement Planning, Financial Advisory, Estate Planning, Finance, Financial Planners, Employee Benefits, Loans, Wealth, Financial Planning, Financial Analysis, 401k, Credit Management, Series 7, Portfolio Management, Fixed Annuities, Money Management, Personal Finance, Management, Financial Services, Pensions, Investment Strategies, Credit, Retirement, Asset Allocation, Mutual Funds, Wealth Management..., Investment Advisory, Personal Financial..., Training, Analysis, Series 63, Financial Literacy &..., Spending Plans, Military Pay & Benefits, Valuation, Time Management, Small Business, Certified Financial..., Financial Education, Risk Management, Financial Analysis..., Lifestyle Analysis, Investment Analysis and..., Securities Regulation, Securities Fraud..., Securities, Banking
Education
Institute for Divorce Financial Analysts 2002 — 2006
Certificate, Divorce Financial Analysis
College for Financial Planning 1996 — 1998
Certificate, Financial Planning
Illinois State University 1986 — 1990
Bachelor of Science, Sociology
Libertyville High School 1982 — 1986
diploma, college prep
Tourneau April 2008 - Present
Mesirow Financial 2005 - 2006
Skills
Sales, Customer Service, Account Management, Inventory Management, Merchandising, Retail, Selling, Microsoft Excel, Public Speaking, Event Planning, Microsoft Office, Management, Social Networking, Strategic Planning
Education
Bradley University 2001 — 2005
high schoool
Illinois Property Solutions 2008 - Present
Illinois Industrial Properties, Inc. 2004 - 2008
Willams-GVA 2002 - 2004
Mesirow Financial 2000 - 2002
Grubb & Ellis 1998 - 2000
Skills
Property Management, Asset Management, Brokerage, Real Estate Development
Education
Arizona State University 1989 — 1994
BA, Anthropology
Mesirow Financial May 2008 - Present
Acxiom Corporation June 2005 - April 2008
IBM Global Services October 2001 - December 2002
Skills
Data Modeling, Business Intelligence
Education
Illinois Institute of Technology 2007 — 2008
Masters, Finance
University of South Florida 2003 — 2004
Masters, MIS
Bangalore University 1997 — 2001
Bachelors, Computer Science and Engineering
National Public School Rajajinagar
Grant Thornton LLP August 2013 - Present
Mesirow Financial April 2013 - August 2013
Skills
Insurance, Employee Benefits, Benefits Administration, 401k, Health Insurance, Disability Insurance, Brokers, Life Insurance, Health Savings Accounts, Account Management
Education
Ball State University 2001 — 2005
Bachelor of Science (BS)
Exelon November 2014 - Present
Exelon December 2012 - November 2014
Byron Nuclear Power Plant at Exelon February 2011 - December 2012
Exelon April 2009 - January 2012
Exelon September 2008 - April 2009
BP 2004 - 2008
Mesirow Financial 2001 - 2004
Superior Bank 1999 - 2001
Spiegel 1997 - 1999
Central States Southeast and Southwest Areas Health and Welfare and Pension Funds 1996 - 1997
Education
Northern Illinois University 2005 — 2007
MBA
Carthage College 1992 — 1996
BA, Accounting & Business Administration
The Options Clearing Corporation March 2014 - Present
FINRA February 2010 - March 2014
Mesirow Financial March 2007 - February 2010
National Stock Exchange 2005 - 2006
Merrill Lynch May 2005 - September 2005
Skills
Securities, FINRA, Securities Regulation, AML, Trading, Options, Financial Risk, Financial Services, Auditing, SEC, Equities, Mutual Funds, Broker-Dealer, Investments, Capital Markets
Education
DePaul University 2004 — 2006
Bachelors, Finance
Central Michigan University 2002 — 2003
N/A, N/A
AlixPartners LLC October 1998 - Present
Mesirow Financial September 1996 - September 1998
Ernst & Young June 1994 - September 1996
Skills
Restructuring, Due Diligence, Mergers, Business Development, Financial Services, Real Estate, Liquidity Management, Crisis Management, Business Planning, Strategy Execution, Cross-functional Team..., Financial Reporting, Cost Control, Executive Management, negotiation, EBITIDA growth, turnaround specialist, Private Equity, Mergers & Acquisitions, Management, Corporate Finance, Turn Around Management, Financial Analysis, Corporate Governance, Venture Capital, Consulting, Valuation, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1994
MBA, Finance and Marketing
Northwestern University 1988 — 1992
BA, Economics and History
Mesirow Wealth Advisors January 2012 - Present
Mesirow Financial September 2008 - January 2012
Skills
Research, Excel, Word, Fundraising, Microsoft Office, PowerPoint, Outlook
Education
Boston University 2004 — 2008
BA, Journalism
Mesirow Financial March 2006 - Present
NCM Capital March 1994 - February 2006
Skills
Investments, Asset Managment
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Finance
Georgia Institute of Technology 1985 — 1986
MSEE, Electrical Engineering
Georgia Institute of Technology 1983 — 1985
BSEE, Electrical Engineering
Clark Atlanta University 1980 — 1985
BS, Mathematics
Lebenthal February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Sun Life Financial January 2004 - September 2012
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management 2005 - 2008
Heckman Global Advisors November 2003 - April 2005
Citgroup Salomon Smith Barney November 1993 - October 2003
Skills
Alternative Investments, Hedge Funds, Series 7, Asset Allocation, Investment Advisory, Securities, Fixed Income, Investment Management, Capital Markets
Education
Brown University
Bachelor of Arts (BA), Mathematics
Cornell University
Master of Science (MS), Operations Research
NYU-Poly
PhD
Great American Group Corporate Valuation Services July 2015 - Present
Great American Group Corporate Valuation Services February 2014 - July 2015
Great American Group Corporate Valuation Services December 2012 - January 2014
Great American Group Corporate Valuation Services January 2012 - December 2012
Hilco Appraisal Services June 2008 - December 2011
US Bank January 2007 - May 2008
Mesirow Financial June 2006 - August 2006
Skills
Financial Modeling, Data Analysis, Industry Research, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Equities, Due Diligence, Investments, Business Valuation, Financial Reporting, Mergers, Finance, Mergers & Acquisitions, Alternative Investments, Analysis, Investment Banking, DCF, Private Equity, Portfolio Management, Asset Management, Asset Based Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Marquette University 2003 — 2007
Business Administration, Finance and Real Estate
City University London 2006 — 2006
Business Administration
Mesirow Financial April 2014 - Present
Mesirow Financial July 2011 - July 2013
JPMorganChase 2005 - 2007
JPMorganChase 2002 - 2005
Skills
Liquidity, Fixed Income, Trading, Asset Managment, Bonds, Capital Markets, Alternative Investments, Asset Management, Equities, Hedge Funds, High Yield, Investment Banking, Investments, Portfolio Management, Securities, Bloomberg, Financial Modeling
Education
Brooklyn Law School 2005 — 2009
JD, Law
Carnegie Mellon University 1998 — 2002
BS, Finance & Economics
Kew Forest 1992 — 1998
Mesirow Financial March 2009 - Present
Merrill Lynch February 2005 - February 2009
Deutsche Bank February 2004 - February 2005
JPMorgan Chase March 2000 - February 2004
JPMorgan Chase March 1999 - March 2000
JPMorgan Chase March 1996 - February 1999
Skills
CDO, ABS, CMBS, Structured Products, Portfolio Management, Residential Mortgages, Fixed Income, Hedge Funds, Alternative Investments, Series 7, Capital Markets, Derivatives, Investments, Asset Managment, Private Equity, Investment Banking, Series 63, Asset Allocation, Securities, Asset Management, Options, Investment Strategies, Investment Management, Mergers & Acquisitions, Bonds
Education
University of Illinois at Chicago 1991 — 1995
Bachelor's degree, Political Science and Government
西南学院大学 / Seinan Gakuin University 1992 — 1993
Advanced Japanese Studies, International Economics
Akita Prefectural University 1990 — 1991
Japanese Studies
U.B.S. Bank January 2009 - Present
2008-2009 Family Endowment Partners January 2008 - December 2008
033 Asset Management January 2000 - January 2008
Montgomery Securities, LLC January 1999 - January 2000
Mesirow Financial January 1985 - January 1999
Skills
Hedge Funds, Equity Trading, Algorithms, Series 7, Series 63, Portfolio Management, Business Relationship..., Market Analysis, Problem Solving, Electronic Trading, Listener, Series 65, Investments, Capital Markets, Equities, Trading
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science, Business Administration
McKinsey & Company June 2014 - August 2014
Mesirow Financial April 2012 - May 2013
Mesirow Financial March 2011 - March 2012
Mesirow Financial July 2009 - February 2011
Skills
Valuation, Financial Modeling, Financial Analysis, Bloomberg, Business Valuation, Corporate Finance, Mergers & Acquisitions, Finance, Financial Reporting, Analysis, Accounting, Management Consulting, Restructuring
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance & Strategy
Amherst College 2005 — 2009
B.A., Economics, Women's and Gender Studies
Angel Oak Capital Advisors, LLC May 2014 - Present
FORGE ABS, LLC August 2012 - April 2014
FIRVA Advisory May 2008 - August 2012
Mesirow Financial 2005 - 2008
Advest, Inc. January 2004 - April 2005
Raymond James & Associates, Inc June 1991 - January 2004
Bankers Trust Company (BT Securities) 1988 - 1991
Skills
Valuation, Fixed Income, Accounting, Bloomberg, Portfolio Management, Investments, Equities, Capital Markets, Alternative Investments, Derivatives, Asset Management, Securities, Marketing, Sales, Financial Modeling, Structured Products, Financial Analysis, Corporate Finance, Banking, Risk Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1985
MBA, Finance
University of California, Irvine 1977 — 1980
BA, Economics
College of the Canyons 1975 — 1977
AA
A. Barr Sales, Inc. July 2009 - Present
United Sales Associates June 2006 - December 2008
Lyons Township High School August 2006 - June 2007
Ball State University 2002 - 2003
Mesirow Financial 2000 - 2001
Education
Ball State University 2001 — 2005
BS, English, Secondary Education
Mesirow Financial November 2007 - Present
Skills
Due Diligence, Asset Management, Valuation, Financial Modeling, Investments, Capital Markets, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Real Estate Economics, Real Estate, Risk Management, Real Estate Development, Finance, Commercial Real Estate, Investment Properties, Disposition, Negotiation, Strategic Planning, Acquisitions, Accounting
Education
Clemson University
Bachelor of Science (BS), Accounting and Finance
Sogeti January 2015 - Present
Mesirow Financial February 2015 - June 2015
Northern Illinois University August 2014 - December 2014
HDFC Bank April 2011 - April 2012
Kotak Life Insurance August 2010 - November 2010
Bharat Heavy Electricals Limited April 2010 - June 2010
Skills
Marketing, Microsoft Office, CRM, Business Analysis, Team Management, MIS, Management, Business Intelligence, Microsoft SQL Server, Project Management, Business Process, Business Development, Databases, Operations Management, SAP ERP, Business system..., Visual Basic, Monarch, Monarch Pro, Business, Tableau, Informatica, QlikView
Education
Northern Illinois University 2013 — 2014
Master's Degree, Management Information Systems
Vignana Jyothy Institute Of Management 2009 — 2011
Master of Business Administration (M.B.A.), Operations Management/ Marketing
Miami University August 2014 - Present
University of Tennessee July 2010 - August 2014
Mesirow Financial July 2007 - July 2010
SunTrust Bank 2006 - 2006
Skills
Financial Modeling, Valuation
Education
University of Tennessee-Knoxville 2010 — 2014
Doctor of Philosophy (Ph.D.), Finance
Appalachian State University 2006 — 2007
MBA
Appalachian State University 2001 — 2005
BSBA, Finance and Economics
Mesirow Financial September 2006 - Present
Mayo Clinic March 1997 - August 2006
Skills
Strategic Financial..., Investments, Portfolio Management, Asset Management, Finance
Education
Boston University School of Law 1982 — 1983
LLM in Taxation
Western New England College School of Law 1979 — 1982
JD, Law
James O'Brien Associates March 2015 - Present
Sterne Agee April 2013 - March 2015
National Securities February 2010 - April 2013
RBC Wealth Management October 2006 - February 2010
Mesirow Financial August 2005 - October 2006
Briefing.com August 2004 - August 2005
Education
American University 2002 — 2004
Master's Degree, Financial Economics
Calvin College 1998 — 2002
Bachelor of Arts, Business Administration and Management, General
ED&F MAN Capital Markets Ltd November 2013 - Present
ED&F Man Capital November 2013 - Present
Mesirow Financial 1996 - 2003
Skills
Asset Management, Banking, Bonds, Capital Markets, Contract Negotiation, Credit, Fixed Income, Loan Origination, Loans, MBS, Mortgage Banking, Portfolio Management, Residential Mortgages, Risk Management, Structured Finance, Trading
Education
Baruch College, City University of New York (CUNY)
Real Estate Finance
Mesirow Financial April 1989 - Present
US Army August 1954 - August 1956
Education
The University of Chicago 1957 — 1959
MBA, FINANCE
The University of Chicago Booth School of Business 1957 — 1959
MBA, ECONOMICS/FINANCE
Bradley University 1950 — 1954
BS, ECONOMICS & FINANCE
Mesirow Financial February 2015 - Present
Mesirow Financial June 1999 - Present
Mesirow Financial June 1999 - November 2010
Skills
Investments, Mutual Funds, Asset Management, Finance
Education
Chicago State University
Mesirow Financial November 2014 - Present
Ogilvy & Mather May 2013 - November 2014
UBS February 2013 - May 2013
Merrill Lynch November 2012 - February 2013
Morgan Stanley Wealth Management September 2012 - November 2012
Venture Business Research July 2012 - August 2012
Nor'wood Development May 2011 - August 2011
Peak Vista Community Health Centers May 2009 - August 2009
UNITED STATES AIR FORCE ACADEMY May 2008 - August 2008
Education
Augustana College 2009 — 2013
BA, Economics, Finance, Accounting
Mesirow Financial January 2014 - Present
PNC October 2012 - December 2013
Fifth Third Asset Management February 2006 - September 2012
National City Bank (PNC) January 2002 - February 2006
National City Investment Management Co June 2000 - December 2001
Roadway Express September 1999 - April 2000
SAS Institute Ltd May 1996 - August 1996
Shandong Information Center Co July 1992 - July 1993
Skills
Asset Management, R, Credit Risk, Finance, Hedge Funds, Mutual Funds, Portfolio Management, Derivatives, Statistical Modeling, Risk Management, Portfolio Optimization, Asset Allocation, Time Series Analysis, S+, Matlab, SAS programming, Visual Basic, S-Plus, Derivative pricing, C++ Builder
Education
Case Western Reserve University 1998 — 2003
Doctor of Philosophy (PhD), Operation Research (Finance), 4.0
East China University of Science and Technology 1993 — 1996
Master's degree, Mathematical Statistics and Probability
Fudan University 1987 — 1991
Bachelor's degree, Statistics
Mesirow Financial January 2013 - May 2014
Newedge May 2007 - January 2013
Meaden & Moore May 2006 - May 2007
Skills
Oracle E-Business Suite, Microsoft Office, CODA Financials, Account Reconciliation, Accounts Receivable, Intercompany, Month End Close, Financial Analysis, Vendor Maintenance, Accounts Payable, Internal Controls
Education
Aquinas College 2003 — 2006
Bachelor's degree, Accounting
Allegaert Berger Vogel January 2014 - Present
Mesirow Financial January 2004 - December 2013
Invesco US January 1999 - December 2003
Member New York City Council November 1982 - December 1997
John Jay College January 1990 - January 1996
St. Joseph's College January 1978 - January 1986
New York City Board of Education January 1972 - October 1982
Skills
Microsoft Excel, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML, Editing, C++, C, Java
Education
Brooklyn Law School 1986 — 1990
Juris Doctor (J.D.)
New York University 1976 — 1980
Master's Degree, Health Science
CUNY at York College 1969 — 1972
Bachelor's Degree, Education
John Jay High School
Academic Degree
Sullivan County Community College
Mesirow Financial September 2009 - Present
Hewitt Associates LLC July 2002 - August 2009
Skills
Computer Science, Health Insurance, Customer Support, Microsoft Office, Presentation Skills, Problem Solving
Education
Ball State University
Bachelor of Science (BS), Computer Science
Loyola Academy High School
High School