M&I Wealth Management
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M&I Wealth Management Employees
UMB Bank July 2014 - Present
US Trust June 2012 - June 2014
M&I Institutional Trust Services 2006 - June 2012
M&I Wealth Management September 2006 - January 2010
Skills
Wealth Management, Portfolio Management, Banking, Commercial Lending, Loans, Investments, Commercial Banking, Process Improvement, Credit, Credit Analysis, Small Business Lending, Relationship Management
Education
Marquette University 1994 — 1998
Bachelor of Science in Business Administration with a specialization in Finance
Hahn Loeser & Parks LLP June 2015 - Present
Garlick, Hilfiker & Swift August 2013 - June 2015
ONU Moot Court Tax Team September 2011 - May 2012
ONU Pettit College of Law August 2011 - May 2012
Treiser Collins May 2010 - August 2010
Cascade Surge USL-PDL Soccer Team May 2008 - August 2008
M&I Wealth Management 2007 - 2007
Skills
Tax Law, Corporate Tax, Litigation, Estate Administration, Special Needs Trusts, Wills, Estate Law, Legal Research, Legal Writing, Trusts, Estate Planning, Tax, Powers of Attorney, Charitable Trusts, Legal Issues, Estate Tax Planning, Westlaw
Education
Georgetown University Law Center 2012 — 2013
Taxation LLM - Masters of Law, Estate Planning Certificate, General Tax
Ohio Northern University—Claude W. Pettit College of Law 2009 — 2012
J.D., Law and a Certificate in Taxation
Indiana Wesleyan University 2004 — 2008
Bachelor's, Finance
Marion High School 2002 — 2004
High School, Honors Graduate
Cleveland High School 2000 — 2002
High School
Scottrade March 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - January 2014
Academy College August 2010 - September 2011
M&I Wealth Management October 2007 - June 2010
Metlife Resources Citistreet May 1998 - October 2007
Wealth Enhancement Group August 1993 - September 1996
Alaskan Fur June 1986 - June 1993
The North Face October 1979 - May 1986
Skills
Retirement Planning, Leadership, Strategic Financial..., Investments, CRM, Financial Services, Insurance, Finance, Retirement, Financial Planners, Real Estate, Staff Development, Mutual Funds, Series 7, Wealth Management, Financial Advisory, Series 63, Fixed Annuities, Estate Planning, Recruiting, Asset Management, Asset Allocation, 401k, Portfolio Management, Relationship Management, Securities, Investment Management, Life Insurance, Financial Planning, Investment Advisory, Investment Strategies
Education
College for Financial Planning 2002 — 2003
Graduate
The University of New Mexico
Bachelor of University Studies
Associated Bank September 2013 - Present
M&I Wealth Management October 2006 - April 2013
Synovus Private Client Group May 2004 - October 2006
Skills
Sales Management, Business Development, Banking, Credit, Credit Analysis, Commercial Banking, Commercial Lending, Consumer Lending, Small Business Lending, Retail Banking, Financial Services, Investments, Leadership, Mortgage Lending
Education
Marquette University 1975 — 1979
Bachelor of Science (BS)
First Business August 2012 - Present
M&I Wealth Management October 1994 - June 2012
Skills
Estate Planning, Wealth Management, Financial Planning
Education
Edgewood College 1998 — 2005
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 1990 — 1994
Bachelor's degree, Economics
Bukaty Companies June 2013 - Present
Saybrus Partners February 2012 - June 2013
New York Life Insurance Company June 2011 - February 2012
New York Life Insurance Company December 2009 - June 2011
Shrout Financial,LLC March 2009 - June 2011
M&I Wealth Management 2008 - 2009
Merrill Lynch 2006 - 2008
Coventry Health Care 2005 - 2006
MC 2004 - 2006
Financial Associates 2003 - 2004
Skills
Insurance, Retirement Planning, Employee Benefits, Life Insurance, Strategic Financial..., Investments, Mutual Funds, Health Insurance, Marketing, Leadership, Wealth Management, Retirement, Fixed Annuities, Disability Insurance, Financial Planners, Financial Services, Sales, Financial Advisory, Management, Long-term Care, Small Business, 401k, Training, Finance, Estate Planning, Term Life Insurance, Recruiting, Critical Illness, Wealth, Benefits Design, Strategic Planning, Communication Skills, Sales Presentations, Financial Planning, Customer Service, Team Building, Sales Management, Strategy, Marketing Strategy, Consulting, Brokers, Human Resources
Education
Central Missouri State University 1987 — 1991
BS, Communications/Broadcasting and Film
Grandview High School 1984 — 1987
DeVry University's Keller Graduate School of Management-Missouri
Business Administration and Management, General
Dynamic Wealth Advisors LLC August 2013 - Present
Charles Schwab 2006 - May 2013
M&I Wealth Management 2003 - 2006
M&I Bank 2001 - 2003
M&I Institutional Trust Services 2000 - 2001
Skills
Mutual Funds, Wealth Management, Portfolio Management, Financial Analysis, Investments, Asset Allocation, Strategic Financial..., Investment Strategies, Series 7, Strategic Planning, Investment Advisory, Retirement Planning, Estate Planning, Finance, Retirement, 401k, Financial Planning
Education
University of Wisconsin-Milwaukee
Bachelor's Business Administration, Finance and Accounting
College for Financial Planning
Financial Planning
Marquette University High School
Quad/Graphics May 2015 - Present
Quad/Graphics November 2014 - Present
BMO Harris Equipment Finance Corp. August 2012 - Present
M&I Wealth Management July 2011 - August 2012
Milwaukee Art Museum July 2006 - May 2010
Milwaukee Art Museum August 2006 - May 2009
Skills
Banking, Sales, Management, Portfolio Management, Customer Service, Microsoft Office, Investments, Loans, Mutual Funds, Credit
Education
Lakeshore Helicopter 2013 — 2015
Flight School, Aviation / Helicopter School
Lewis University 1999 — 2000
Aviation Flight Management, Flight School
AdvisorNet Financial March 2010 - Present
M&I Wealth Management February 2006 - November 2009
CitiStreet a CitiGroup/State Street Company 1994 - 2004
Minnesota House of Representatives 1980 - 1992
Skills
Retirement Planning, Estate Planning, Financial Planning, Securities, Investments, Portfolio Management, Equities, Wealth Management, Insurance, Fixed Income, Financial Advisory, Risk Management, Retirement Income..., Annuities, Pensions, Alternative Investments, Foundations, Small Business, Charitable Giving, 401k
Education
University of Notre Dame 1971 — 1975
BA, Government and International Relations, Economics
College for Financial Planning
CFP Professional Education Program
St. Paul Johnson High School
BMO Harris Bank August 2012 - Present
M&I Wealth Management January 2007 - July 2012
Metavante January 2005 - January 2007
Skills
MCSE 2003, CompTIA Network+..., CompTIA A+ Certification, Active Directory, Windows Server, Microsoft Certified..., Windows 7, VPN, DHCP, Network Administration, Group Policy, Backup Exec, VMware, HP Data Protector, Data Domain, Technical Support, Networking, Hardware, System Administration
Education
Concordia University-Wisconsin 2010 — 2012
Master of Science Information Technology, Information Technology, 3.89
University of Wisconsin-Milwaukee 1991 — 1995
Bachelor of Science, English Language and Literature, General
Farmers Insurance Group 2009 - Present
Northwestern Mutual Life Insurance Company 2008 - 2009
M&I Wealth Management 2000 - 2007
Skills
Commercial Insurance, Property & Casualty..., Life Insurance, Umbrella Insurance, Term Life Insurance, Public Speaking, General Insurance, Coaching, Fixed Annuities, Claim, Insurance, Underwriting, Workers Compensation, Casualty, Disability Insurance, Leadership
Education
Concordia University-Wisconsin 1980 — 1984
Bachelor of Arts, Business Management
Mid-America Real Estate - WI, LLC. June 2010 - Present
M&I Wealth Management May 2005 - August 2009
Alexander & Bishop, Ltd. May 2004 - May 2005
Skills
Real Estate, Contract Negotiation, Disposition, Real Estate Transactions, Brokerage, Investment Properties, Retail, Leases, Commercial Real Estate, Real Estate Economics, Location Intelligence, Real Estate Development, Property Management, Lease Negotiations, Real Estate Financing
Education
Marquette University 2008 — 2010
MBA, Finance / Entrepreneurship
University of Wisconsin-Oshkosh 2000 — 2005
BBA, Finance
University of Wisconsin-Oshkosh 2000 — 2005
BS, Political Science
Select Milwaukee January 2015 - Present
Lake Park Friends September 2008 - May 2015
Johnson Bank January 2012 - November 2014
M&I Wealth Management September 2006 - January 2012
Accunetmortgage.com LLC February 2000 - September 2006
Wisconsin Women's Business Initiative Corporation January 1999 - February 2000
Skills
Banking, Loans, Underwriting, Wealth Management, Leadership, Small Business Lending, Management, Sales, Portfolio Management, Credit, Consumer Lending, Mortgage Lending, Private Banking
Education
Ripon College
Bachelor of Arts, Economics
BMO Harris Bank May 2012 - Present
M&I Wealth Management March 2011 - May 2012
M&I Support Services Co June 2008 - December 2010
Skills
Management, Banking, Sales, Operations Management, Customer Service, Retail, Coaching, Team Building, Sales Management, Problem Solving, Accounting, Creative Writing, Team Leadership, Procedure Development, Microsoft Office, Finance, Financial Services, Leadership, Process Improvement, Investments, Access Databases, Computer Literate, Microsoft Office 2007, Restaurants, Restaurant Management, Investment Banking, General Business..., Trust Services, Glassblowing, Oil Painting, Drawing, Committees, Portfolio Management, Financial Risk, Loans, Analysis
Education
Bryant and Stratton College 2010 — 2013
Bachelor of Business Administration (BBA), General Business Management, 3.5 Cumulative GPA
Bryant and Stratton College 2002 — 2004
Associate of Arts and Sciences (AAS), Accounting
Pius XI 1997 — 2001
High School Diploma, General Studies
BMO Financial Group July 2015 - Present
BMO Financial Group September 2013 - Present
BMO Private Bank 2011 - August 2013
BMO Private Bank April 2012 - December 2012
M&I Wealth Management 2009 - 2011
M&I Wealth Management 2007 - 2009
Alliance Wealth Management 2006 - 2007
Johnson Controls 2004 - 2006
Johnson Controls 2001 - 2004
Skills
Marketing Strategy, Marketing Communications, Marketing Management, Public Speaking, Public Relations, Event Management, Event Planning, Technical Writing, Resume Writing, Creative Writing, Database Administration, Data Analysis, Client Development, Volunteer Recruiting, Volunteer Management, Department Budgeting, Media Relations, Media Buying, Project Management, Management, Food & Beverage, Hospitality Management, Strategic Planning, Strategic Communications, Bank Mergers, Acquisitions, Acquisition Integration, Strategic Partnerships, Web Content, Email Marketing Software, HTML, Web Development, Technical Documentation, Training Delivery, Instructor-led Training, Online Communications, Online Journalism, Marketing, CRM, Integrated Marketing, Sponsorship, Brand Development, Editing, Marketing Research, Market Planning, Analytics, Brand Management, Customer Experience, Relationship Marketing, Internal Communications
Education
FINRA 2006 — 2006
Series 7 and 66 Securities Licenses
University of Wisconsin-Milwaukee 1999 — 2001
MA, Rhetoric, Composition and Professional Writing
Marquette University 1993 — 1997
BA, Writing Intensive English
BBT Wealth Management April 2011 - Present
M&I Wealth Management 1994 - 2011
Skills
Asset Management, Investments, Portfolio Management, Equities, Wealth Management, Asset Allocation, Asset Managment, Investment Management, Investment Strategies, Investment Advisory, Wealth Management..., Alternative Investments
Education
University of Kentucky 1968 — 1972
BA, History/ Politcal Science
Strategic Financial Concepts September 2011 - Present
M&I Wealth Management 2006 - 2011
New England Financial April 1999 - February 2006
Education
University of Minnesota-Twin Cities
Bachelor of Science, Economics
M3 October 2011 - Present
The Business Forum July 2013 - Present
Gunning For Hope June 2013 - Present
Snap Fitness dba CR Fitness LLC April 2007 - Present
M3 Insurance October 2011 - Present
Associated Wealth Management February 2005 - April 2008
TCF Investments October 2003 - February 2005
JP Morgan Chase September 2002 - October 2003
M&I Wealth Management March 1998 - September 2002
Education
Edgewood College
MBA, Finance
Henderson Global Investors August 2015 - Present
Wells Fargo January 2015 - August 2015
Wells Fargo Advantage Funds March 2014 - December 2014
Wells Fargo June 2013 - March 2014
Medtronic December 2012 - June 2013
Medtronic July 2011 - November 2012
M&I Wealth Management May 2010 - August 2010
Pioneer Hi-Bred International July 2009 - August 2009
Skills
Medical Devices, Healthcare, Sales, Microsoft Office, Marketing, Microsoft Excel, Market Development, Direct Sales, PowerPoint, Customer Service, Cross-functional Team..., Marketing Strategy, Data Analysis, Cold Calling, Selling, Business Development, Competitive Analysis, Leadership
Education
Olivet Nazarene University 2007 — 2011
Bachelor of Science, Marketing; Spanish Minor
Pewaukee High School 2003 — 2007
Medical College of Wisconsin September 2012 - December 2013
M&I Wealth Management October 2007 - August 2010
Associated Bank April 2002 - October 2007
Firstar/US Bank 1972 - 1999
Skills
Private Banking, Wealth Management, High Net Worth..., Credit, Loans, Small Business Lending, Mortgage, Financial Analysis, Customer Service, Banking, Strategic Financial..., Consumer Lending, Commercial Lending, Investments, Mortgage Lending, Risk Management
Education
Cardinal Stritch University 1990 — 1994
BS, Business Administration
Milwaukee Washington 1969 — 1972
High School
BMO Harris Financial Group January 2002 - Present
M&I Wealth Management January 1999 - January 2002
Delta Menominee District Health Dept March 1995 - June 1999
Michigan National Guard January 1985 - January 1999
Skills
MySQL, Apache
Education
Northern Michigan University 1989 — 1994
B.S., Computer Systems
von Briesen & Roper, s.c. October 2008 - Present
M&I Wealth Management 2006 - 2008
Skills
Corporate Law, Legal Writing, Litigation, Civil Litigation, Health Law, Corporate Governance, Construction Law, Contract Law, Creditors' Rights, Licensing, Privacy Law, Trade Secrets, Alternative Dispute..., Arbitration, Legal Advice, Business Litigation, Joint Ventures, Employment Law, Litigation Management, Dispute Resolution
Education
Marquette University Law School 2003 — 2006
Juris Doctor
Lawrence University 1998 — 2002
B.S.
The Equitable Bank July 2012 - Present
The Equitable Bank July 2011 - July 2012
Baker Tilly Virchow Krause, LLP 2009 - July 2011
M&I Wealth management May 2008 - January 2009
M&I Bank September 2006 - May 2008
Integrity Title 2005 - 2006
M&I Bank September 1997 - 2002
Skills
Auditing, Internal Controls, Financial Analysis, Leadership
Education
Lakeland College 2008 — 2009
Bachelor's, Accounting
University of Wisconsin-Stout 1999 — 2004
Bachelor's, Business
Loyal
M&I Wealth Management April 2008 - Present
Education
University of Nebraska-Lincoln 2003 — 2005
The PrivateBank February 2007 - Present
M&I Wealth Management October 1998 - February 2007
Education
Avila University 1985 — 1987
MBA
The University of Kansas 1979 — 1981
BGS, Personnel Administration
City of Wauwatosa April 2014 - Present
BMO December 2012 - Present
BMO October 2011 - December 2012
M&I Wealth Management June 2009 - September 2011
Merrill Lynch May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Statements, Finance, Microsoft Word, Public Speaking, Financial Analysis, Strategic Planning, Leadership
Education
Concordia University-Wisconsin 2011 — 2013
MBA, Finance
Trinity International University 2005 — 2009
Bachelor, Accounting and Business Management
BMO Global Asset Management July 2011 - Present
M&I Wealth Management February 2003 - Present
Firstar 1982 - 1998
Skills
Trust Operations, Outsourcing, Management, Banking, Financial Services, Wealth Management
Education
Marquette University 1987 — 1989
MBA
University of Wisconsin-Stevens Point 1977 — 1981
BS, Managerial Accounting
Prudential Investment Management, Inc. June 2014 - Present
CIT November 2012 - June 2014
Bingham McCutchen 2000 - November 2012
Ameriprise Financial Services, Inc. June 2008 - June 2011
M&I Wealth Management 2005 - 2008
US Securities and Exchange Commission 1998 - 2000
North American Securities Administrators Association, Inc. March 1995 - August 1998
Skills
Securities, Financial Services, Mutual Funds, FINRA, Corporate Governance, Corporate Law, Securities Regulation, AML, Due Diligence, Litigation, Mergers & Acquisitions, Broker-Dealer, SEC, Private Equity, Financial Regulation, Capital Markets, Investment Advisory, Hedge Funds, Risk Management, Asset Management, Anti Money Laundering
Education
Georgetown University Law Center 1996 — 1998
LLM, Financial Services
Willamette University College of Law 1990 — 1993
Doctor of Law (JD)
Willamette University 1985 — 1989
BS, Political Science, English
BMO Private Bank July 2013 - Present
M&I Wealth Management March 1996 - July 2013
Ketco Corp. dba Rite Realty February 1980 - March 1996
Skills
Financial Analysis, Management, Strategic Planning, Wealth Management, Budgets, Customer Service, Team Building, Analysis, Microsoft Excel, Microsoft Office, Negotiation, Business Strategy, Real Estate, Portfolio Management, Philanthropy, Nonprofits, Mergers & Acquisitions, Banking, Corporate Finance, Leadership, Business Development, Market Research
Education
Marquette University 1962 — 1966
BA, Philosophy/Biology/Chemistry
Froedtert Hospital December 2014 - Present
Wheaton Franciscan Healthcare October 2013 - November 2014
UW Hospital & Clinics June 2012 - October 2013
Milwaukee Neurologcial Institute August 2008 - June 2012
M&I Wealth Management August 2007 - August 2009
M&I Wealth Management June 2006 - August 2007
Skills
Nursing, BLS, Cpr Certified, Hospitals, PowerPoint, Microsoft Word, Patient Safety, Customer Service, EMR, Acute Care, Epic Systems, Inpatient, HIPAA, Critical Thinking, Orthopedic, Medical/Surgical, EKG
Education
UW-Milwaukee 2009 — 2012
Bachelor's degree, Registered Nursing/Registered Nurse
Marquette University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Northern Trust Securities, Inc. February 2012 - Present
Northern Trust January 2008 - February 2012
M&I Wealth Management April 2004 - January 2008
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Investments, Asset Managment, Series 7, Investment Management, Equities, Wealth Management, Alternative Investments, Mutual Funds, Equity Research, Financial Modeling, Bloomberg, Fixed Income
Education
University of Arizona, Eller College of Management 2004 — 2006
MBA, Finance
University of Arizona 1997 — 1999
BSBA, Finance
M&I Wealth Management 1998 - Present
Education
Alverno College
Business
M&I Wealth Management July 2001 - Present
Arthur Andersen September 2000 - July 2001
Skills
Accounting, Corporate Finance, Financial Analysis, Financial Reporting, Tax
Education
Marquette University 1996 — 2000
B.S., Accounting
Homestead High School
BMO Retirement Services September 2013 - Present
BMO Retirement Services March 2010 - September 2013
M&I Wealth Management April 2006 - March 2010
Skills
Marketing Communications, Public Relations, Corporate Communications, Marketing Strategy, Marketing, Customer Service
Education
Carroll University 1997 — 2001
B.S., Commercial Art, Layout and Design
Home Helpers & Direct Link May 2008 - Present
M&I Wealth Management February 2004 - March 2008
Wells Fargo Private Client Services January 2000 - February 2004
Education
Concordia University-St. Paul
Organizational Management & Communications
BMO Private Bank October 2012 - Present
M&I Wealth Management August 1996 - October 2012
Marquette University 1995 - 1996
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Asset Managment, Fixed Income, Banking, Retirement Planning, Estate Planning, Mutual Funds, Equities, Strategic Financial..., Asset Management, Investment Advisory, Private Banking, Series 7, Trusts
Education
College for Financial Planning 2008 — 2009
Master's degree, Financial Planning
Marquette University 1985 — 1989
MBA, Finance
Marquette University 1980 — 1984
BA, Political Science and Communications
Old National Investments offered thru LPL October 2014 - Present
Old National Bank October 2014 - Present
1st Global Research and Consulting May 2013 - September 2014
Infinex Financial Group December 2011 - February 2013
First Place Bank June 2011 - December 2011
M&I Wealth Management January 2008 - July 2009
Sky Financial Group January 2004 - July 2007
Fifth Third Securities October 2001 - October 2003
Old Kent Bank January 1997 - October 2001
Skills
Leadership, Management, Banking, Insurance, Investments, Portfolio Management, Sales Management, Commercial Banking, Wealth Management, Business Development, Loans, Credit
Education
University of Michigan 1967 — 1971
BS, Science
M&I Wealth Management 2005 - 2012
Chase Bank 2002 - 2005
Skills
Trust Services, Wealth Management
Education
Carthage College
Certification, Paralegal Studies
University of Wisconsin-La Crosse 1999 — 2002
Bachelor of Science (B.S.), Political Science and Communication Studies
Concordia University Wisconsin
Master of Business Administration (MBA), Finance
M&I Wealth Management March 2010 - Present
Women's Financial Group & Innovative Financial Partners May 2009 - April 2010
Rotary Club of Carmel 2006 - 2009
Education
Cannon Trust School 1991 — 1994
Trust & Estate Planning
University of Indianapolis - School of Business 1991 — 1992
Organizational Leadership & Business
BMO July 2011 - Present
M&I Wealth Management 2007 - July 2011
Skills
Banking, Financial Services, Securities, Investments, Mutual Funds, Risk Management, Portfolio Management, Product Management, Process Improvement, Strategic Planning, Financial Analysis, Budgets, Team Building, Financial Reporting, Management, Vendor Management, Sales Management
Education
Stephens College 1969 — 1973
Bachelor of Arts, Journalism
Cranbrook Schools 1965 — 1969
High School
Amanda Couch Photography April 2011 - Present
M&I Wealth Management August 2007 - October 2011
United States Marine Corps August 2003 - August 2007
Education
Cardinal Stritch University 2010 — 2012
Masters, Education
University of Wisconsin-Milwaukee 2001 — 2003
Masters, Music Performance
St. Norbert College 1997 — 2001
Bachelors, Music
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
Northwestern Mutual (contractor) October 2014 - February 2015
BMO Financial Group April 2013 - September 2014
M&I Wealth Management July 2010 - March 2013
Harley-Davidson Motor Company May 2000 - February 2009
Harley-Davidson Motor Company March 1997 - May 2000
Skills
Event Planning, Event Management, Internal Communications, Project Management, Microsoft Excel, Facebook, Data Entry, Community Outreach, Fundraising, Leadership, Process Improvement, Training, Customer Service, Sales, Strategic Planning
Education
Mount Mary College 2003 — 2005
Communications
M&I Wealth Management Portfolio ManagerM&I Trust Company2006 - Present
National City Bank June 1998 - October 2006
National City, Private Client Group 1998 - 2006
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1986 — 1987
MBA, Finance
M&I Wealth Management July 2006 - June 2009
Irish Waters Tavern 1997 - 2007
Stillwaters Provisions & Spirits 1999 - 2002
Irishman's Bay Pub & Grille 1994 - 2001
Rocky Rococo's 1994 - 1994
Education
University of Wisconsin-Milwaukee 2002 — 2005
Bachelor of Business Administration (BBA), Finance
Madison Area Technical College 1996 — 2002
James Madison Memorial High School 1993 — 1996
Pennington High School 1994 — 1994
Edgewood High School 1992 — 1993
St. Thomas University
M&I Wealth Management June 1989 - Present
Education
Milwaukee Area Technical College
BMO Asset Management Corp. 2004 - 2012
M&I Wealth Management October 2004 - July 2011
Education
The University of Chicago - Booth School of Business 1990 — 1993
Master of Business Administration (M.B.A.), Finance, General
Rice University 1983 — 1987
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Rice University 1983 — 1987
Bachelor of Arts (B.A.), Mathematical Sciences
M&I Wealth Management July 2006 - July 2009
Education
St. Thomas University
Juris Doctor, Law
University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.), Accounting and Finance