M&I Investment Management
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M&I Investment Management Employees
BMO Global Asset Management December 2007 - Present
M&I Investment Management June 2005 - December 2007
M&I Investment Management June 2003 - June 2005
M&I Trust Company June 2000 - June 2003
Skills
Investments, Equity Research, Stock Picking, Stock Research
Education
Marquette University 2008 — 2010
Master of Business Administration (M.B.A.), Finance
University of Wisconsin-Whitewater 1996 — 2000
Bachelor of Business Administration (BBA), Finance
Robert W. Baird & Co. June 2013 - Present
BMO Asset Management US October 2007 - June 2013
M&I Investment Management November 2007 - March 2011
Sam Houston State University August 2005 - May 2007
Port of Tacoma May 2006 - September 2006
Skills
Financial Modeling, Fixed Income, Portfolio Management, Risk Management, Credit Analysis, Financial Risk, Mutual Funds, Finance, Credit Risk, Analysis, Bloomberg, Microsoft Excel, Equities, Financial Analysis, Data Analysis, Banking, Trading, Forecasting, Asset Management, Barclays Point, Asset Managment, Excel, CMS BondEdge, Counterparty Risk, Series 7
Education
Sam Houston State University 2005 — 2007
MBA, Finance
Sam Houston State University 2003 — 2005
MS, Computer Science
Vasavi College of Engg. 1999 — 2003
BE, Computer Science
St.Patricks High School 1987 — 1997
Colorado River Commission December 2004 - Present
M&I Investment Management September 2001 - July 2004
National City Bank of Minneapolis March 2000 - September 2001
Wells Fargo September 1999 - March 2000
Goldman Sachs January 1999 - April 1999
Skills
Equities, Bloomberg, Portfolio Management, Derivatives, Trading, Equity Research, Hedging, Options, Quantitative Analytics, Investment Management, Mutual Funds, Asset Management, Asset Allocation, Investments, Securities, Hedge Funds, Quantitative Analysis, R, Matlab, Oracle SQL Developer, Python, Amazon Web Services..., SQL
Education
Northwestern University 2014 — 2016
Master's Degree, Predictive Analytics
University of Nevada Las Vegas Lee Business School 2004 — 2007
MBA, New Venture Management
University of Minnesota 1995 — 1998
B.S., Finance
Convergence Investment Partners, LLC November 2005 - Present
M&I Investment Management January 1996 - October 2005
Education
University of Wisconsin-Milwaukee 1992 — 1996
Masters of Science, Management Information Systems
Marquette University 1985 — 1990
Bachelor of Science, Finance
Northwestern Mutual November 2011 - Present
M&I Investment Management July 2005 - November 2011
Robert W. Baird 2000 - 2005
Kimberly-Clark Corp. 1997 - 2000
United States Navy 1989 - 1994
Skills
Investment Management, Equities, Equity Valuation, Equity Research, Investment Strategies, Portfolio Management, Investments, Asset Allocation, Finance, Asset Managment, Chartered Financial..., Alternative Investments, Bloomberg, Mutual Funds, Due Diligence, Financial Services, Valuation, Series 7, Financial Modeling, Hedge Funds, Options, Investment Advisory, Derivatives, Private Equity, Securities
Education
The University of Chicago - Booth School of Business 2002 — 2005
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 1994 — 1997
BBA
US Bank August 2006 - Present
M&I Investment Management 2000 - 2004
First Pacific Advisors 1997 - 2000
J.P. Morgan Securities 1991 - 1997
Skills
FINRA, Banking, Marketing, Mutual Funds, Credit, Financial Analysis, Fixed Income, Equities, Retirement Planning, Series 63, Investment Strategies, Sales, Investment Advisory, Cash Management, Hedge Funds
Education
MBA 1990 — 1991
MBA, Thunderbird International
Boston College 1986 — 1990
BS, Finance
Whitefish Bay High 1983 — 1986
Bank of Ann Arbor 2011 - Present
JPMorgan Asset Management 2005 - 2011
JPMorgan Asset Management 2003 - 2005
M&I Investment Management 1998 - 2002
Market Probe, Inc. 1995 - 1996
Skills
New Business Development, Portfolio Management, Series 65, Securities, Asset Management, Relationship Management, Equities, Business Development, Series 7, Alternative Investments, FINRA
Education
London School of Economics and Political Science
MSc, Finance
University of Wisconsin-Madison
BBA, Marketing, Management, International Business
Artisan Partners Limited Partnership June 2007 - Present
M&I Investment Management 2004 - 2007
Strong Capital Management 2000 - 2004
Education
Marquette University Law School
Juris Doctor (J.D.)
Cardinal Stritch University
MBA
M&I Bank March 2000 - Present
M&I Investment Management 2000 - Present
BMO Asset Management 2000 - Present
M&I Bank 2000 - July 2011
M&I Wealth Management 2000 - July 2011
Education
University of Phoenix
Business Administration and Management, General