National Futures Association
The National Futures Association is the self-regulatory organization for the U.S. derivatives industry, including on-exchange traded futures, retail off-exchange foreign currency and OTC derivatives. NFA is headquartered in Chicago and maintains an office in New York City. Founded: 1982 Jurisdiction: United States of America Headquarters: Chicago, Illinois, United States
National Futures Association List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at National Futures Association. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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National Futures Association Employees
National Futures Association June 2015 - Present
Barilla America, Inc. May 2014 - August 2014
Pool Watch Inc., Manager April 2011 - August 2013
Puppy Palace, Manager February 2009 - April 2010
Skills
Microsoft Excel, Finance, Data Analysis, Leadership, Project Management, Microsoft Word, Strategy, Time Management, Social Media Strategist, Forecasting, Spanish, Sales, Market Research, Research, Financial Analysis
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor’s Degree, Finance, General
Study Abroad Program, Barcelona, Spain, Fall Semester 2013
Coeur Mining July 2013 - Present
Morningstar April 2010 - June 2013
Steel Market Intelligence October 2009 - March 2010
Robert W. Baird & Co. July 2007 - June 2009
National Futures Association June 2001 - August 2005
Skills
Financial Modeling, Valuation, Equities, Financial Analysis, Corporate Finance, Bloomberg, Equity Research, Investments, Investment Banking, Fixed Income, Capital Markets, Equity Valuation, Hedge Funds, Portfolio Management, Asset Management, Asset Allocation, Investment Management, Investor Relations, Securities, Private Equity, Mutual Funds, Financial Markets
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Finance
Marquette University 1997 — 2001
BS, Finance
TACK Electronics, Inc. January 2013 - Present
National Futures Association January 2005 - January 2013
Skills
Manufacturing, Management, Continuous Improvement, Sales Management, Process Improvement, Team Leadership, Customer Satisfaction, New Business Development, Supply Chain Management, Sales, Derivatives, Due Diligence, Commodity, Equities, Securities, Financial Analysis, Capital Markets, Fixed Income, Options, Risk Management, Hedge Funds, Trading, Auditing, Investments, Finance, Asset Management, Mutual Funds, Swaps, Financial Risk, Portfolio Management, Financial Services, AML, Foreign Exchange, Financial Markets
Education
Michigan State University 2000 — 2004
Bachelor's degree, Finance, General
Michigan State University - The Eli Broad College of Business 2000 — 2004
BA, Finance
Sears Holdings Corporation October 2013 - Present
Sears Hometown and Outlet Stores, Inc. October 2012 - October 2013
Sears Holdings Corporation January 2011 - October 2012
Underwriters Laboratories September 2008 - December 2010
BDO Seidman, LLP November 2006 - September 2008
KPMG LLP 2003 - 2006
National Futures Association 2000 - 2003
National Futures Association 2000 - 2003
Education
Michigan State University 1997 — 2000
Bachelor of Science (B.S.), Accounting
National Futures Association September 2013 - Present
National Futures Association July 2013 - September 2013
National Futures Association June 2011 - June 2013
Metro Medical Equipment July 2007 - August 2009
Skills
Auditing, Microsoft Office, Finance, Microsoft Excel, Microsoft Word, Accounts Payable, PowerPoint, Analysis, Outlook, Financial Analysis, Compliance, Financial Statement..., Options, Commodity Pools, Accounting, Financial Modeling, Management, Access, Financial Reporting, Risk Management
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Michigan State University 2009 — 2011
Bachelor of Arts, Finance
Cambridge University 2010 — 2010
J.P. Morgan February 2015 - Present
J.P. Morgan July 2011 - January 2015
J.P. Morgan June 2008 - June 2011
National Futures Association January 2008 - June 2008
Skills
Fixed Income, Equities, Alternative Investments, Capital Markets, Private Equity, Investments, Asset Managment, Asset Allocation, Analysis, Trading, Due Diligence, Derivatives
Education
Michigan State University 2003 — 2007
B.A., Finance
Keltner Group November 2007 - Present
National Futures Association June 1989 - July 2000
Skills
Corporate Gifts, Account Management, Marketing Strategy, Sales, New Business Development, Sales Management, Marketing Communications, Marketing, Strategic Planning, Advertising, Customer Service, Social Media Marketing
Education
Illinois State University
Bachelor of Applied Science (B.A.Sc.), Finance, General
SmartPlug LLC August 2013 - Present
Adgooroo, LLC September 2009 - January 2013
Analyte Media Inc. May 2009 - August 2010
Google February 2008 - April 2009
DoubleClick Performics January 2006 - May 2008
Performics January 2004 - December 2005
Performics (Dynamic Trade Inc.) November 1999 - December 2003
National Futures Association April 1996 - October 1999
Skills
E-commerce, Online Marketing, Competitive Analysis, Financial Accounting, Management, Finance Consulting, Corporate Budgeting, Start-ups, Finance, Analytics, Media Finance, Advertising, SEM, Strategic Partnerships, PPC, Online Advertising, Strategic Planning, Search Advertising, Mobile Marketing, Affiliate Marketing, Marketing Strategy, Marketing, Digital Strategy, Web Analytics, Interactive Marketing, Digital Marketing, Lead Generation, Digital Media
Education
Marquette University 1987 — 1991
Bachelor of Science in Business Administration, Accounting
Berkshire Hathaway HomeServices December 2013 - Present
Celebrity Personal Assistant June 2012 - January 2015
National Futures Association September 2006 - June 2011
American Veterinary Medical Association April 2003 - September 2006
Arthur Andersen & Co. June 2000 - April 2002
Education
North Central College
Bachelor of Science (B.S.), Computer Science
Self-employed 2012 - Present
PEREGRINE FINANCIAL GROUP INC January 1997 - July 2012
National Futures Association January 1987 - December 1996
Skills
Regulatory Requirements, Brokerage, Regulatory Submissions, Compliance, Risk Management, Management, Strategy, Commodity, Derivatives, Finance
Education
Illinois State University
St. Xavier University
Bachelor's Degree, Business Administration and Management, General
University of Illinois at Urbana-Champaign
National Futures Association June 2015 - Present
Expert on Time Consulting April 2014 - Present
Chandelier Boutique December 2011 - Present
Expert on Time Website October 2013 - April 2015
DePaul Women in Business May 2012 - March 2014
EDGE Media & Marketing LLC January 2013 - August 2013
Skills
Business Consulting, Microsoft Excel, Google Analytics, Finance, Business Statistics, Social Media, Market Research, PowerPoint, Project Management, Teamwork, Pinterest, Facebook, Microsoft Office, Online Marketing, Web Analytics, Feedly, Strategic Consulting, Competitive Analysis, Inventory Control, Summarizing Information, Marketing Strategy, Digital Marketing, Social Marketing, Social Media Integration, Hootsuite, LinkedIn, Web Content Optimization, Twitter, MailChimp, WordPress, SurveyMonkey, Outlook, Web Content Management, Inventory Management, Account Management, Conducting Interviews, Employee Training, Customer Service, Bookkeeping, Retail Displays, Fashion Buying, Styling, Wardrobe Analysis, Personal Shopping, Microsoft Word, Social Media Marketing, Social Networking, Leadership, Time Management, Management
Education
DePaul University 2011 — 2014
BS Marketing, Marketing (graduated March 2014)
Indiana University Bloomington 2010 — 2011
Fashion Merchandising
Rolling Meadows High School 2007 — 2010
ICAP September 2014 - Present
National Futures Association June 2011 - September 2014
Group One Trading, LP 2010 - 2010
Nuveen Investments 2009 - 2009
Citigroup Smith Barney 2008 - 2009
Education
University of Chicago 2012 — 2014
Master's degree, Computer Science
Loyola University of Chicago 2007 — 2011
BBA, Major in Finance, Accounting, and Economics
National Futures Association 2003 - Present
Bell, Boyd & Lloyd 2001 - 2003
Education
Loyola University Chicago School of Law
Doctor of Law (JD)
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Accounting
Wolverine World Wide September 2013 - Present
National Futures Association January 2007 - September 2013
Skills
Financial Risk, Auditing, Financial Audits, Financial Statement..., Regulatory Requirements, Internal Audit, Internal Controls, Sarbanes-Oxley, SOX Compliancy, Internal, Process Control, COSO Framework, COSO, Certified Fraud Examiner, Derivatives, Microsoft Excel
Education
Michigan State University 2003 — 2006
Bachelor of Arts (BA), Finance
Northwestern Michigan College 2002 — 2003
General Studies
Coldwell Banker Weir Manuel August 2012 - Present
Nadex May 2011 - August 2012
IG Markets February 2010 - May 2011
National Futures Association March 2008 - February 2010
National Futures Association June 2006 - March 2008
Skills
Options, Derivatives, Financial Markets, Risk Management, Financial Reporting, Real Estate, Series 3 - National..., AML, Trading, Commodity, FX Options, Financial Regulation, Auditing, Fraud, Financial Analysis
Education
Michigan State University 2002 — 2006
Bachelor of Arts, Finance
Towers Watson September 2014 - Present
Towers Watson August 2011 - September 2014
Local Matters October 2007 - July 2011
Square Two Financial October 2006 - October 2007
Wall Street On Demand November 2004 - December 2005
National Futures Association January 1998 - July 2004
Andersen Consulting August 1993 - December 1997
Skills
Quality Assurance, Business Analysis, Requirements Analysis, Software Development, SDLC, Requirements Gathering, Agile Methodologies, Project Management, Product Development, Data Analysis, Analysis, SQL, Scrum, Integration
Education
Iowa State University 1989 — 1993
BBA, in Management Information Systems
Macquarie Group March 2015 - Present
National Futures Association September 2013 - February 2015
Credit Suisse June 2012 - April 2013
OBEX Group, LLC November 2011 - May 2012
The Regulatory Fundamentals Group June 2011 - November 2011
Thacher Proffitt & Wood April 2007 - November 2008
Skills
Securities Regulation, Securities, Legal Writing, Legal Research, Due Diligence, Corporate Governance, AML, Hedge Funds, Corporate Law, Westlaw, Capital Markets, Financial Regulation, Dodd-Frank, FINRA, Legal Compliance, Derivatives, OFAC, Litigation, USA PATRIOT Act, KYC, FCPA, Investment Advisers Act, ISDA, SEC, Anti Money Laundering
Education
New York Law School 2009 — 2013
Doctor of Law (JD), Financial Services Law
Yeshiva University 2003 — 2007
Bachelor of Arts (B.A.), Political Science, Cum Laude
FINRA March 2004 - Present
self employed September 2002 - March 2004
National Futures Association October 1997 - August 2000
National Futures Association June 1995 - October 1997
Skills
Compliance, AML, Accounting, Finance, Financial Analysis, Securities, Auditing, Due Diligence
Education
Loyola University Chicago School of Law 2000 — 2002
Loyola University Chicago School of Law
J.D
Marquette University 1991 — 1995
B.S., Accounting
Marquette University
B.S, Accounting
Wisconsin Lutheran High School 1988 — 1991
CHAN LLC June 2007 - Present
Manor Care Inc. June 2002 - June 2007
National Futures Association June 1995 - June 2002
Skills
Mergers & Acquisitions, Internal Controls, Auditing
Education
Miami University 1991 — 1995
BBA, Accounting
St. Ursula Academy 1987 — 1991
Huntington National Bank 2001 - Present
PNC Financial Services Group 1994 - 2001
Wachovia Bank 1987 - 1994
National Futures Association 1986 - 1987
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Credit, Treasury Management, Banking, Lines Of Credit, Credit Analysis, SBA, Cash Management, Financial Analysis, Portfolio Management, Relationship Management, Payments, Credit Cards, Credit Risk, Loan Origination
Education
Graduate School of Banking - University of Wisconsin-Madison 1995 — 1997
Graduate Diploma, Banking
Indiana University - Kelley School of Business 1983 — 1986
BS, Accounting
Jefferies LLC January 2011 - Present
ICAP North America Inc. September 2010 - December 2010
Newedge USA, LLC 2008 - 2010
Fimat USA, LLC 2005 - 2008
National Futures Association 2000 - 2005
Chicago Board of Trade 1979 - 2000
Skills
Securities, Derivatives, Hedge Funds, Commodity, Equities, Electronic Trading, Analysis, Capital Markets, Trading, Negotiation, OCC, Portfolio Management, Trading Systems, Commodity Markets, Equity Trading, Financial Markets, Options, Anti Money Laundering, CFTC, Financial Risk..., Enterprise Risk..., Financial Regulation, Securities Lending, Dodd-Frank, Hedging
Education
Michigan State University - The Eli Broad College of Business
Elizabeth Hanley Design December 2008 - Present
Dell May 2006 - November 2008
Dell March 2005 - April 2006
Dell June 2003 - February 2005
Dell June 2002 - August 2002
Integrity Treasury Solutions May 2000 - June 2001
Scudder Kemper Investments November 1998 - May 2000
National Futures Association June 1996 - October 1998
IBM January 1995 - June 1995
Skills
Project Management, Budgets, Strategic Planning, Auditing, Competitive Analysis, Accounting, Executive Reporting, Financial Analysis, Financial Modeling, Financial Systems..., Internal Controls, Global Teaming
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2003
MBA
Michigan State University 1992 — 1996
B.A., Accounting
KPMG US March 2015 - Present
Financial Services May 2013 - January 2015
National Futures Association November 2012 - May 2013
Commodity Futures Trading Commission (CFTC) August 2009 - November 2012
RBC Capital Markets October 2005 - March 2009
Hutchinson Lilley Investments Ltd, London, United Kingdom October 2004 - January 2005
Bear Stearns, NY July 2001 - July 2004
Skills
Bloomberg, MS Suite (Word, Excel,..., SPAN, Energy, Equities, Fixed Income, Options, Market Risk, Index Arbitrage, Healthcare, Event Driven, Statistical Arbitrage, Quantitative Finance, Derivatives, Financial Analysis, CDS, Financial Modeling, Trading, Commodity, Hedge Funds, Risk Management, Swaps, Capital Markets, Financial Markets, Financial Risk, Alternative Investments, Trading Systems, Valuation, Due Diligence, Financial Regulation, Managed Futures, Securities, Risk Analytics, Investments, Hedging, Credit Risk, Equity Derivatives
Education
Rensselaer Polytechnic Institute 1997 — 2001
Bachelor of Science (B.S.), Mathematics w/minor in Economics
King's College London 2004 — 2005
Financial Mathematics
The Dow Corporation March 1995 - Present
National Futures Association 2012 - February 2015
National Futures Association 1986 - 2015
National Introducing Brokers Association 2012 - 2014
CME Group, a division of the NYMEX 2009 - 2014
National Energy Services Association (NESA) 1999 - 2014
Citi 1991 - 1994
DOW International Energy Corporation 1986 - 1991
Refco 1982 - 1985
TIC Commodities 1981 - 1982
Skills
Trading, Commodity, Electronic Trading, Derivatives, Options, Trading Systems, Hedging, Commodity Markets, Investments, Technical Analysis, Alternative Investments, Hedge Funds, Financial Markets, FX Options, Equities, Asset Management, Bonds, Investment Strategies, Securities
Education
NASD Registrations 1981 — 1994
Series 3 and Series 63, Floor Broker NYMEX
Long Island University, C.W. Post Campus 1973 — 1975
Master's Degree, Major in Psychology, Minor in Field Botany, Magna Cum Laude Graduate
Murray State University 1965 — 1969
Bachelor's Degree, Agriculture
R.J. O'Brien July 1987 - Present
Futures Industry Association March 2008 - Present
National Futures Association January 2008 - Present
Chicago Sun-Times 1984 - 1987
Skills
Strategic Planning, Alternative Investments, Derivatives, Financial Markets, Hedge Funds, Commodity, Options, Trading Systems, Capital Markets, Due Diligence, Business Strategy, Trading, Electronic Trading, Hedging, Fixed Income
Education
Loyola University of Chicago 1973 — 1977
BBA, Accounting
Schneider Electric Energy & Sustainability Services January 2014 - Present
Lumiga February 2013 - December 2013
AEP Energy 2009 - 2013
SNI Financial June 2006 - January 2009
National Futures Association May 2001 - May 2003
Skills
Energy Audit, Financial Analysis, Training & Development, Energy, Compliance, Renewable Energy, Energy Management, Energy Products, Sales Management, Coaching, Financial Audits, Energy Audits, Employee Training, Business Development, Talent Acquisition, Account Management, New Business Development, Energy Efficiency, Project Management, Recruiting, Sales, Talent Management, Analysis, Management, Marketing Strategy, Start-ups, Contract Negotiation, Management Consulting, Business Strategy, Energy Markets
Education
Michigan State University 1997 — 2001
Bachelors, Finance
Monroe High School 1995 — 1997
General, General
PricewaterhouseCoopers July 2009 - Present
Hardinge Inc March 2008 - September 2008
National Futures Association 2004 - 2007
National Futures Association 2004 - 2007
Skills
Corporate Finance, Auditing, Accounts Payable, Finance, Internal Audit, SEC filings, Sarbanes-Oxley
Education
Ithaca College 2007 — 2009
Master of Business Administration in Professional Accountancy, May 2009
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration, May 2004, Major: Marketing, Emphasis: Accounting
Katten Muchin Rosenman LLP April 2015 - Present
National Futures Association July 2012 - April 2015
Summit Business Media May 2011 - July 2012
SourceMedia July 2007 - May 2011
Chicago Agent Publishing February 2006 - July 2007
Jeron Electronic Systems, Inc. August 2004 - August 2005
Manufacturers' News Inc. August 2003 - August 2004
Skills
Editing, Writing, Content Strategy, Magazines, Publications, Management, Copywriting, Blogging, Publishing, Social Media, Copy Editing, Online Advertising, Social Media Marketing, Email Marketing, SEO, Digital Media, B2B, Editorial, Content Management, Marketing Communications, Social Networking, Marketing, Public Relations, Press Releases
Education
Loyola University of Chicago 1999 — 2003
BA, English
TIGHT-n-IT, Ltd. January 2011 - Present
YMCA of Metropolitan Chicago February 2006 - Present
Cardinal Health January 1999 - August 2005
National Futures Association January 1998 - January 1999
Accenture January 1996 - February 1998
Skills
ACE Certified Personal..., AFAA Certified Group..., AFAA Certified Pilates..., Flirty Girl Booty Beat, Tabata Bootcamp, Outdoor Bootcamp, Striding, Les Mills Body Pump..., Red Cross Certified
Education
Marquette University 1991 — 1995
Business Administration, Management Information Systems
National Futures Association September 2012 - Present
Optional Trading LLC January 2009 - August 2012
Optional Trading LLC June 2005 - January 2009
XX trading March 2005 - June 2005
Skills
Options, Trading, Derivatives, FX, Bloomberg, VBA, Market Making, Volatility, FX Options, Excel, Risk Management, Electronic Trading, Arbitrage, FX Hedging, Proprietary Trading, OTC, Dodd-Frank, Market Regulation, FX Swaps, FX Derivatives, Traders, Hedging, Exotic Derivatives, Rates, Commodity, Portfolio Management, Microsoft Excel
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Econometrics and Statistics, Finance, Analytic Finance
Michigan State University 2000 — 2004
Bachelor of Arts, Business Management, 3.97/4.0
University of California September 2012 - Present
University of San Francisco October 2014 - Present
Archstone Portfolio Solutions September 2011 - October 2012
Harbor Capital Advisors, Inc. April 2007 - September 2011
National Futures Association June 2005 - April 2007
Zacks Investment Management May 2003 - June 2005
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Loyola University of Chicago
BBA, Finance and Economics
Nextgengolf, Inc April 2015 - Present
National Futures Association June 2014 - Present
National Collegiate Club Golf Association December 2012 - January 2014
MSU Club Golf 2012 - 2014
Northwestern Mutual November 2011 - December 2012
Participant November 2012 - November 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Microsoft Word, Leadership, Teamwork, Social Media
Education
Michigan State University 2010 — 2014
Bachelor of Arts (BA), Finance, 3.3/4.0
National Futures Association June 2013 - Present
Barclays Capital December 2011 - May 2013
J.P. Morgan March 2011 - December 2011
CME Group January 2002 - March 2011
Skills
Derivatives, Swaps, Auditing, Financial Services, Dodd-Frank, Internal Controls, Risk Management, Financial Risk, Options, Capital Markets, Prime Brokerage, Financial Reporting, Operational Risk, Hedge Funds, Equities, Fixed Income
Education
Marquette University 1997 — 2001
Bachelors Business Administration, Accounting and Information Technology
Institutional Liquidity, LLC August 2013 - October 2014
Institutional Liquidity, LLC November 2012 - August 2013
Gain Capital Group December 2011 - November 2012
National Futures Association November 2006 - November 2011
Self Employed February 2002 - April 2006
Group One Trading June 1998 - February 2002
Skills
Derivatives, Options, Trading, Commodity, Equities, Financial Markets, FX Options, Market Making, Trading Strategies, Proprietary Trading, Capital Markets, Risk Management, Fixed Income, Hedging, Hedge Funds, Trading Systems, Foreign Exchange, Bloomberg, Electronic Trading, Equity Derivatives, Alternative Investments, Currency, Equity Trading, Portfolio Management, Securities, Investments, Mutual Funds, Valuation, Asset Management, Financial Modeling, Financial Risk, Prime Brokerage, Series 7, Interest Rate..., FX trading, Swaps, AML, Investment Strategies, FINRA, Credit Derivatives, Technical Analysis, Bonds, Commodity Markets, Asset Allocation, Investment Banking
Education
Indiana University Bloomington 1993 — 1998
Bachelor of Science (BS), Finance and Accounting
Veolia Energy North America April 2013 - Present
Innovation Center for US Dairy April 2009 - May 2012
United States Department of Commerce January 2009 - May 2009
National Futures Association May 2008 - August 2008
Loyola University Chicago May 2007 - August 2007
Segway Experience of Chicago May 2007 - August 2007
Skills
Finance, Financial Analysis, Economics, Leadership, Research, Analysis, Process Improvement, Budgets, Market Research, Management, Project Management, Social Media, Sales, Training, Public Speaking, Sustainability, Microsoft Excel, Strategy
Education
Loyola University Chicago 2005 — 2009
Bachelor, Major: Finance/Economics Minor: Asian Studies
University of International Business and Economics 2007 — 2007
Finance
Xcel Energy September 2012 - Present
William Mitchell College of Law 2005 - Present
Bowman and Brooke April 2010 - September 2012
Minnesota Attorney General's Office March 2007 - March 2010
Leonard, Street and Deinard 2001 - 2007
CHS 1995 - 2001
National Futures Association 1993 - 1995
Skills
Litigation
Education
William Mitchell College of Law 1998 — 2002
JD, Law
University of Iowa 1989 — 1993
BB
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
Finance, General
Straits Financial LLC May 2011 - Present
Citadel Condominiums of Northbrook Homeowners Association 2003 - Present
C. Berlage, Inc. October 1996 - Present
The Brokerage Group, LLC January 2010 - October 2010
International Futures & Options Associates December 1997 - December 2009
International Futures & Options Associates December 1992 - December 2009
LaSalle St. Trading Company, LLC February 2000 - March 2003
National Trading Challlenge November 1991 - September 1992
National Futures Association June 1988 - November 1991
Skills
Commodity, Accounting, Cash Flow, Financial Statements, Budgets, Payroll, Consulting, Management, Human Resources, Microsoft Office, Marketing, Accpac, Asset Managment, Risk Management, Financial Markets, Securities, Financial Reporting, Asset Management, Analysis, Forecasting, Auditing, Equities, Investments, Finance, Financial Analysis
Education
Northern Illinois University 1999 — 2001
M.S. Ed, School Business Management
Illinois State University 1986 — 1988
B.S., Finance
Highland Community College 1984 — 1986
Associate of Science, Business
Elizabeth High School 1980 — 1984
High School Diploma
Bishop, Rosasco & Co August 1983 - Present
National Futures Association June 1981 - August 1983
Shepard Schwartz & Harris LLP August 1981 - August 1982
Skills
Budgets, Auditing, Financial Analysis, Tax Preparation, Consulting, Corporate Tax, Microsoft Excel, CPA, Strategic Planning, Account Reconciliation, Business Planning, Cash Management, GAAP, General Ledger, Income Tax, Internal Controls, Tax, Financial Accounting, Bookkeeping, Cash Flow, Tax Research, Journal Entries, Tax Returns, Tax Accounting, Sales Tax, Forensic Accounting, Partnership Taxation, Fixed Assets, Revenue Recognition, Cost Accounting
Education
Lewis University 1980 — 1983
BA, ACCOUNTING
Murphy Capital Advisors November 2004 - Present
NAPFA Registered Advisor April 2007 - Present
CFP Board February 2010 - December 2014
CFP Board June 2009 - November 2009
FPA of Greater Phoenix 2006 - 2007
American General Securities, Inc. January 2002 - December 2004
Focal Communications 2000 - 2002
Nuveen Investments April 1998 - November 2000
National Futures Association July 1994 - April 1998
Skills
Financial Planning, Estate Planning, Portfolio Management, Investments, Asset Management, Retirement Planning, Asset Allocation, Investment Advisory, Wealth Management, Financial Advisory, Finance
Education
Illinois State University 1991 — 1994
BS, Finance
National Futures Association January 2014 - Present
PNC June 2013 - January 2014
JP Morgan Chase December 2011 - June 2013
Starbucks September 2010 - July 2012
Starbucks June 2008 - July 2012
Skills
Cash Management, Customer Service, Time Management, Microsoft Office, Finance, Sales, Microsoft Word, Leadership, PowerPoint, Management, Teamwork, Microsoft Excel, Customer Satisfaction, English, Banking, Financial Analysis
Education
Loyola University Chicago 2015 — 2017
Master’s Degree, Business Law, Compliance
University of Illinois at Chicago 2010 — 2013
2013, Finance, International Business, Economics
Niles North
Niles North
Genentech, a member of the Roche Group November 2004 - January 2011
Purdue Pharma L.P. February 2002 - October 2004
Aventis Pharmaceuticals April 1999 - January 2002
National Futures Association June 1995 - March 1999
Skills
Rheumatology, Buy & Bill, Hospital Sales, Pharmaceutical Sales, Endocrinology, Osteoporosis, Diabetes, Urology, OB/GYN, Sales Effectiveness, Pulmonology, Gastroenterology, Dermatology, Nephrology, Managed Care, Infectious Diseases, Neurology
Education
Western University of Health Sciences 2013 — 2015
Master of Science (M.S.), Physician Assistant
University of Michigan-Dearborn 2002 — 2004
Master of Business Administration (M.B.A.), Marketing concentration
Michigan State University 1991 — 1995
Bachelor of Science (B.S.), Accounting
Towers Watson July 2015 - Present
Straits Financial LLC October 2013 - June 2015
Kemper Insurance June 2013 - October 2013
National Futures Association June 2011 - May 2013
Pier and Associates December 2008 - May 2009
Law Offices of Anthony G. Suizzo March 2006 - August 2008
Skills
CPA, Recruiting, Options, Human Resources, Legal Writing, Sarbanes Oxley, Sarbanes-Oxley, Accounting, Financial Reporting, Sarbanes-Oxley Act
Education
Loyola University of Chicago 2009 — 2010
Masters in Science of Accountancy, Accounting
Loyola University of Chicago 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Loyola University of Chicago 2005 — 2008
Bachelor of Business Administration (BBA), Finance
National Futures Association June 2013 - Present
UBS Financial Services February 2012 - May 2013
Survey Center Focus July 2011 - August 2012
Skills
Wealth Management, Analysis, Management, Market Research, Portfolio Management, Recruiting, Finance, Research, Mutual Funds, Financial Analysis, Investments, Equities, Financial Modeling, Fixed Income, Valuation, Retirement Planning, Corporate Finance, Microsoft Excel, Risk Management, Time Management, Economics, Bloomberg Terminal, Financial Advisory
Education
Loyola University of Chicago
Bachelor of Business Administration- Magna Cum Laude, Finance
Metropolitan State University of Denver August 2015 - Present
McGladrey August 2014 - August 2015
National Futures Association February 2014 - July 2014
National Futures Association November 2012 - January 2014
National Futures Association January 2011 - October 2012
Pactiv June 2010 - January 2011
Prairie Packaging/ Pactiv December 2009 - January 2010
Prairie Packaging/ Pactiv May 2008 - August 2009
Prairie Packaging/ Pactiv June 2007 - January 2008
Cardinal Fitness July 2004 - January 2006
Skills
Microsoft Excel, Access, Management, Variance Analysis, Analysis, Accounts Receivable, Forecasting, Time Management, Accounts Payable, Finance, Financial Reporting, Financial Analysis, Marketing, Accounting, Auditing, Internal Controls
Education
Loyola University of Chicago 2006 — 2010
Bachelor of Business Administration, Majors in Finance and Marketing, Minor in Psychology, 3.89
Swift Communications July 2011 - Present
National Futures Association June 2009 - January 2011
Skills
HTML, CSS, Sass, JavaScript, Microsoft Excel, Front-end Development, jQuery, C++, Responsive Web Design, Writing, Financial Analysis, Illustrator, Photoshop, WordPress, PHP, SQL, MySQL, Regulatory Reporting, Typography, Web Design
Education
Ivy Tech Community College-Bloomington 2014 — 2015
Associate of Science (AS), Computer Science
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
National Futures Association January 2014 - April 2015
Scitor Corporation January 2013 - August 2013
The White House August 2011 - January 2013
U.S. Department of Justice July 2010 - January 2013
Education
Loyola University of Chicago 2006 — 2010
Bachelor of Business Administration (BBA), Finance, Urban Studies
H&H Installation Services, Inc. August 2013 - Present
Slagel Cabinetry & Installation, Inc. January 2014 - January 2015
National Futures Association January 2006 - August 2013
Homestar Bank August 2005 - January 2006
Skills
Financial Modeling, Analysis, Access, Risk Management, Financial Analysis, Economics, Customer Service, Management, Microsoft Excel, Microsoft Office, Securities
Education
Illinois State University 2000 — 2004
Bachelor's Degree, Business Administration and Management, General, 3.8 GPA
National Futures Association September 2011 - June 2014
National Futures Association January 2009 - September 2011
Wells Fargo July 2008 - December 2008
Skills
Financial Reporting, Auditing, Financial Analysis, Due Diligence, Sarbanes-Oxley Act, Internal Controls, Accounting, GAAP, Microsoft Office, Microsoft Excel, Customer Service, Financial Accounting, Internal Audit, US GAAP, Finance
Education
Michigan State University 2003 — 2008
Bachelor of Arts (B.A.), Accounting and Finance
National Futures Association June 2013 - Present
Newedge August 2011 - June 2013
National Futures Association January 2009 - August 2011
Skills
Financial Analysis, Internal Controls, Financial Reporting, Auditing, Risk Management, PowerPoint, Financial Risk, Strategic Planning, Due Diligence, Microsoft Excel, Project Management, Microsoft Office, Derivatives, Accounting, Business Strategy, Finance, Financial Accounting, Financial Modeling
Education
Michigan State University 2004 — 2008
Bachelor of Arts (BA), Finance
National Futures Association October 2014 - Present
National Futures Association February 2013 - September 2014
National Futures Association November 2010 - February 2013
National Futures Association November 2009 - November 2010
National Futures Association January 2008 - November 2009
Skills
Customer Relations, Negotiation, Excel, Team Building, Financial Analysis, Microsoft Excel, Finance
Education
Indiana University Bloomington 2004 — 2007
BS, Finance
Naperville Central High School 2000 — 2003
Indiana University - Kelley School of Business
Bachelor of Science, Finance
K&L Gates LLP September 2014 - Present
Jefferies, LLC May 2013 - September 2014
National Futures Association January 2013 - April 2013
NewOak Capital Advisors October 2012 - April 2013
New York Law School Securities Arbitration Clinic April 2012 - April 2013
Weg & Myers, P.C. January 2012 - August 2012
New York Liquidation Bureau May 2011 - August 2011
Bloomingdale's May 2008 - April 2010
Education
Indiana University Bloomington 2003 — 2007
Bachelor of Science (B.S.), Sports Management
New York Law School 2010 — 2013
Doctor of Law (J.D.), Cum Laude
National Futures Association June 2014 - Present
Weaver Boos Consultants May 2013 - April 2014
TCF Bank June 2011 - September 2012
Skills
Microsoft Word, Microsoft Excel, Deltek Vision..., Oral & Written...
Education
Loyola University Chicago 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
National Futures Association July 2015 - Present
Armstrong Student Center, Miami Univeristy November 2013 - May 2015
Peet's Coffee & Tea June 2014 - August 2014
2020 Group USA June 2013 - August 2013
Camp Doodles June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Teamwork, Customer Service, Time Management, Facebook, Public Speaking, Research
Education
Miami University 2011 — 2015
Bachelor's degree, Finance, General
INTL FCStone Financial Inc. August 2012 - Present
National Futures Association June 2010 - August 2012
National Futures Association June 2007 - June 2010
Skills
Financial Analysis, Auditing, Financial Statement..., Financial Reporting, GAAP, Derivatives, Hedge Funds, Accounting, Foreign Exchange, Financial Accounting, Financial Risk, Valuation
Education
Michigan State University 2001 — 2006
Bachelor of Arts in Finance, Business, Finance
Cohen McNeile & Pappas P.C. April 2015 - Present
cohen mcneile & pappas law firm August 2013 - Present
National Futures Association May 2012 - Present
Sprint February 2011 - July 2011
Sprint Corporation May 2010 - August 2010
Sprint Nextel May 2009 - August 2009
Sprint Corporation May 2009 - August 2009
Kansas City Wizards May 2009 - June 2009
Education
University of Missouri-Kansas City School of Law 2011 — 2014
J.D.
Loyola University of Chicago 2007 — 2011
BS, Marketing
National Futures Association December 2013 - Present
National Futures Association March 2013 - December 2013
National Futures Association June 2011 - March 2013
Chicago Bears April 2010 - February 2011
Northwestern Mutual McTigue Group April 2010 - August 2010
Time Out Chicago 2009 - 2010
Skills
Team Leadership, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint
Education
Loyola University of Chicago 2007 — 2011
Bachelor of Science, Finance
Guerin College Prep High School 2003 — 2007
Property Management October 2014 - Present
Advantage Management March 2010 - January 2015
Sullivan House January 2008 - April 2009
Food 4 less September 2002 - August 2007
National Futures Association March 1998 - July 2001
LaThomus Property Services March 1997 - March 1998
Skills
Payroll, Accounts Receivable, Accounts Payable, Account Reconciliation, Invoicing, Budgets, General Ledger, QuickBooks, Financial Statements, Data Entry, Accounting, Access, Bank Reconciliation, Bookkeeping, Customer Service, Microsoft Excel, Spreadsheets, Management, Training, Internal Controls, Internal Audit, Financial Reporting, Team Building, Microsoft Word, Financial Analysis, Microsoft Office
Education
New England College 2015 — 2016
Master of Science (MS), Forensic Accounting
Robert Morris University 2005 — 2006
Bachelor of Business Administration, Accounting
Curie
School name:
Cornerstone Research November 2012 - Present
Navigant Consulting, Inc. October 2003 - November 2012
KPMG 2002 - 2003
Andersen 1995 - 2002
National Futures Association 1991 - 1994
Skills
Financial Analysis, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 1994 — 1995
MBA - Magna Cum Laude
Michigan State University 1987 — 1991
B.A., Finance
Saint Louis University August 2010 - Present
National Futures Association June 2005 - August 2008
Education
University of Illinois at Urbana-Champaign 2008 — 2010
MS, Library and Information Science
Loyola University Chicago 1998 — 2000
BBA, Economics
National Futures Association September 2010 - Present
Group One Trading, LP June 1994 - October 2009
Skills
Market Making, Proprietary Trading, Electronic Trading, Trading, Risk Management, Hedging, Options, Equity Trading, Commodity, Derivatives, Hedge Funds, Financial Markets, Financial Risk, FX Trading, Trading Systems, Equity Derivatives, Securities, Foreign Exchange, Asset Management, Portfolio Management, Equities, Capital Markets, Trading Strategies
Education
Indiana University - Kelley School of Business 1990 — 1994
B.S., Finance
JPMorgan Chase March 2014 - Present
Financial Industry Regulatory Authority May 2013 - March 2014
National Futures Association June 2011 - May 2013
Morgan Stanley Smith Barney May 2009 - September 2009
U.S Congresswomen Sue Kelly January 2006 - August 2007
Skills
Financial Analysis, Financial Reporting, PowerPoint, Due Diligence, Customer Service, Microsoft Office, Access, Strategic Planning, Microsoft Excel, Accounting, Auditing, Data Analysis, Internal Controls, Financial Risk, Internal Audit, Analysis, Finance, Risk Management
Education
Iona College 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.89/4.0
Michigan State University 2007 — 2011
B.A, Finance, International Business
University of Cambridge 2010 — 2010
Finance
National Futures Association July 2013 - Present
Mariano's April 2013 - July 2013
Target February 2012 - April 2013
Best Practices Staffing September 2011 - February 2012
Village of Orland Park May 2010 - September 2011
Skills
Leadership, Customer Service, Human Resources, Management, Training, Event Planning, Team Leadership, Performance Management, Microsoft Office, Budgets, Sales, New Hire Orientations, Microsoft Excel, Interviews, Customer Satisfaction, Time Management, Coaching, Applicant Tracking..., HRIS, Advertising, Personnel Management, Hiring, Recruiting, Employee Benefits, Sales Management, Payroll, Employee Relations, Teamwork, Event Management, Sourcing, PowerPoint, Policy, Analysis, Microsoft Word
Education
University of St. Francis 2015 — 2017
Master’s Degree, Workforce Development and Training
Illinois State University 2007 — 2011
Bachelor's Degree, Political Science & Psychology, Magna Cum Laude
Illinois State University 2007 — 2011
Career Enhanced Certification in Human Resources Management, Human Resources Management and Services
Lincoln-Way East High School 2003 — 2007
High School, General Studies
University of Michigan April 2013 - Present
Verizon Wireless October 2005 - February 2013
Verizon Wireless April 2000 - October 2005
AirTouch Cellular August 1996 - April 2000
CellularOne February 1995 - August 1996
Cellular One February 1994 - February 1995
Cellular One August 1991 - February 1994
National Futures Association September 1988 - June 1991
Rehabilitation Institute of Chicago October 1987 - September 1988
Skills
Change Management, Employee Relations, Talent Acquisition, Technical Recruiting, Talent Management, College Recruiting, Performance Management, Human Resources, HRIS, Compensation & Benefit, HR Policies, Incentive Programs, Training, Personnel Management, Organizational..., Deferred Compensation, HR Consulting, Recruiting, Succession Planning, Compensation & Benefits
Education
Loyola University of Chicago
Master of Science (MS), Industrial Relations and Human Resources
Roosevelt University
Certificate, Lawyers Assistant Program, Graduated with Honors
University of Iowa
Bachelor of Business Administration (BBA), Industrial Relations and Human Resources
Clinton High School
Intercontinental Exchange, Inc. December 2009 - Present
CME Group Inc July 2004 - December 2009
National Futures Association October 2003 - July 2004
National Futures Association March 2001 - October 2003
National Futures Association June 2000 - March 2001
Skills
Energy Regulation, Energy Swaps, Compliance, Surveillance, Investigations, Commodities, OTC, Commodity, Private Investigations, Derivatives, Swaps, Electronic Trading, Financial Regulation, Commodity Markets, Trading Systems, Financial Markets, Capital Markets
Education
Michigan State University 1996 — 2000
BA with Honors, Business Administration, Finance Concentration
CME Group June 2014 - Present
Sears Holdings Corporation November 2012 - June 2014
Sears Holdings Corporation 2012 - 2014
Sears Holdings Corporation 2012 - 2014
Dover Corporation August 2011 - September 2012
Culligan International 2007 - 2011
Ernst and Young 2003 - 2006
HCSC 2001 - 2003
Arthur Andersen 2000 - 2001
National Futures Association 1999 - 2000
Skills
SOX, Internal Audit, Internal Controls, Financial Reporting, Accounting, Analysis, Auditing, Enterprise Risk..., Finance, Financial Analysis, Management, Process Improvement, Project Management, Risk Management, Sarbanes-Oxley, Sarbanes-Oxley Act, Strategic Planning, Team Leadership, Team Management, US GAAP
Education
Illinois State University 1995 — 1999
BS, Business Administration/Entrepreneurship
UBS Global Asset Management April 2004 - Present
National Futures Association 2001 - 2004
Skills
Hedge Funds, Equities, Securities, Fixed Income, Asset Management
Education
Illinois Wesleyan University 1997 — 2001
CHS Capital LLC January 2014 - Present
Liberty Creative Solutions July 2013 - January 2014
Fiduciary Management Associates August 2007 - July 2013
FCT Group of Companies August 2004 - August 2007
National Futures Association June 1998 - August 2004
Skills
Microsoft Office, Quickbooks, ADP Payroll, Training, Financial Accounting, Analysis, Policy, Accounts Receivable, Finance, AmCheck Payroll, Fidelity Payroll, 401K Management, Medical Plans, Dental Plans, Employee Benefits, Group Term Life, Accounts Payable, Forecasting, Cash Management, Reconciliations, Financial Statement..., Budgeting, Financial Statements, Account Reconciliation
Education
Michigan State University 1996 — 1998
BS, Accounting
Mott Community College 1994 — 1996
Nuveen Investments June 2012 - Present
Great West Life & Annuity February 2009 - May 2012
Spicer Jeffries LLP December 2007 - January 2009
National Futures Association 1996 - 2007
Skills
Commodities, SEC & CFTC Compliance, SEC reporting, Hedge Funds, Financial Reporting, Training, Mutual Funds, Foreign Exchange, FINRA, Securities, Equities, Capital Markets, Fixed Income, Due Diligence, Derivatives, Options, SEC
Education
Indiana University Bloomington 1992 — 1996
BS, Accounting
Beam Suntory March 2015 - Present
Beam Suntory December 2012 - March 2015
Beam Global Spirits & Wine May 2011 - December 2012
Beam Global Spirits & Wine 2007 - May 2011
PricewaterhouseCoopers LLP 2005 - 2007
National Futures Association 2000 - 2005
Skills
Managerial Finance, Auditing, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Variance Analysis, Internal Controls, Hyperion Enterprise, General Ledger, GAAP, Financial Analysis, Essbase, Process Improvement, Accounting, Financial Modeling, US GAAP, Pricing, Budgets, Internal Audit, SAP, Finance, Sarbanes-Oxley, Consolidation, Cost Accounting, Cash Management
Education
Illinois State University 1996 — 2000
Bachelor of Science (BS), Business Administration
National Futures Association June 1995 - Present
Skills
Auditing, Internal Controls, AML, Financial Analysis, Internal Audit, Financial Reporting, Risk Management, Fraud, Sarbanes-Oxley Act, Accounting, Financial Risk, Financial Accounting, Due Diligence, SEC filings, Securities, Finance, GAAP, Derivatives, Enterprise Risk..., Financial Audits, Financial Modeling, Financial Services, US GAAP, Corporate Finance, Strategic Financial..., Hedge Funds
Education
Indiana University - Kelley School of Business 1990 — 1994
Bachelor of Science (BS), Accounting
Indiana University Bloomington 1990 — 1994
Bachelor of Science (BS), Accounting, Finance
Upper St. Clair High School 1986 — 1990
ContainMed Inc. May 2014 - Present
Chek Diagnostics (CardioChek, Polymer Technology Systems, Inc, PTS) November 2013 - May 2014
Chek Diagnostics (CardioChek, Polymer Technology Systems, Inc; PTS) September 2012 - November 2013
Chek Diagnostics (CardioChek, Polymer Technology Systems, Inc; PTS) April 2010 - September 2012
Midwest Pet Express Inc December 2005 - April 2010
IDEAL Industries June 2003 - September 2004
Johnson & Johnson/Ortho McNeil December 1998 - April 2001
National Futures Association July 1996 - December 1998
Skills
Product Development, Marketing Management, Product Management, Marketing Strategy, Sales Management, Medical Devices, Product Launch, New Business Development, Marketing, Product Marketing, Strategic Planning, Program Management, Account Management, Sales, Cross-functional Team...
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Marketing, Decision Support Modeling
Indiana University - Kelley School of Business 1991 — 1996
BS, Accounting & Marketing
Member Driven Technologies September 2008 - Present
Tri-State Real Estate April 2003 - September 2008
Standard & Poor's Corporate Value Consulting September 2000 - December 2002
National Futures Association June 1995 - August 1998
Skills
Valuation, Financial Analysis, Financial Modeling, Banking, Mergers, Mergers & Acquisitions, Management, Strategy, Strategic Planning, Vendor Management, Finance, Budgets, Consulting, Risk Management, Leadership, Strategic Partnerships
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA, Finance and Marketing
Michigan State University 1991 — 1995
Bachelor of Arts (B.A.), Accounting
Intel Corporation July 1991 - Present
National Futures Association 1987 - 1988
Education
Purdue University - Krannert School of Management 1989 — 1991
MSM, Finance and Strategic Management
Indiana University - Kelley School of Business 1983 — 1987
BS, Finance
Zurich Insurance July 2010 - Present
National Futures Association June 2006 - July 2010
Education
Marquette University 1992 — 1996
City of Manistee 2002 - Present
Graceland Fruit, Inc. 1995 - 2001
National Futures Association 1991 - 1994
Skills
Strategic Planning, Team Building, Microsoft Excel, Public Speaking, Research, Microsoft Word, Microsoft Office, Customer Service, Change Management, GAAP, Public Relations, General Ledger, Forecasting, Budgets, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 1994 — 1995
MBA, Finance & Entrepreneurship
Michigan State University 1987 — 1991
BA, Finance
National Marine Manufacturers Association June 2013 - Present
ISI Telemanagement Solutions March 2010 - April 2013
National Futures Association October 2000 - November 2008
International Truck and Engine November 1998 - August 2000
Skills
SQL, HTML, Software Development, Requirements Analysis, SDLC, Testing, VMware, .NET, Visual Basic.NET, Visual Basic, ASP.NET, ASP, JavaScript, VBScript, CSS, Visual Studio, T-SQL, Microsoft SQL Server, SQL Server Management..., Oracle, Oracle PL/SQL..., Web Applications, Desktop Application..., Database Analysis, Database Design, Access Database, Requirement..., SourceGear Vault, Microsoft Visual..., IIS, Access, VB.NET
Education
Keller Graduate School of Management of DeVry University 2000 — 2002
MISM, Information Systems Management
DeVry Institute of Technology 1996 — 1998
BS, Computer Information Systems
Lewis University 1993 — 1996
National Futures Association July 2011 - Present
National Futures Association October 2009 - June 2011
National Futures Association April 2004 - October 2009
Skills
Derivatives, Commodities, Swaps, Compliance, Arbitration, Mediation, Enforcement, Financial Regulation, Regulatory Requirements, Securities, AML, Fraud, Dodd-Frank, FX Options, Commodity Markets, SEC filings, Financial Services, KYC, Hedge Funds, Futures, Anti Money Laundering
Education
Loyola University Chicago School of Law 2005 — 2009
JD; Cum Laude; Dean's List
University of Illinois at Urbana-Champaign 1998 — 2002
BA; Dean's List, History
Mother McAuley Liberal Arts High School 1994 — 1998
Discover Financial Services November 2007 - Present
Kraft Foods December 2006 - November 2007
Kraft Foods October 2004 - December 2006
Kraft Foods September 2001 - October 2004
Kraft Foods August 1999 - September 2001
National Futures Association 1993 - 1998
Education
University of Minnesota - Carlson School of Management
MBA, Finance and Strategic Management
Indiana University - Kelley School of Business
BS, Finance
National Futures Association July 1991 - Present
Skills
Windows Server, VMware, Virtualization, Servers, Microsoft SQL Server, System Administration, Active Directory, Blackberry Enterprise..., Technical Support, Windows 7, Computer Hardware, Troubleshooting, Requirements Analysis, Leadership, Disaster Recovery, Vendor Management, Management, Project Management
Education
Iowa State University 1987 — 1991
BS, Computer Science
EXEN CAPITAL May 2015 - Present
Natalie Bogdanov, Attorney at Law, P.C. November 2011 - April 2015
National Futures Association January 2011 - September 2011
ABN AMRO July 2005 - June 2008
ABN AMRO March 2002 - 2004
Fried, Frank, Harris, Schriver and Jacobson September 1997 - February 2002
Skills
Structured Products, Credit Derivatives, Derivatives, Capital Markets, Fixed Income, Investment Banking, Hedge Funds, Structured Finance, Equities, Securities
Education
New York University School of Law 1994 — 1997
New York University - Leonard N. Stern School of Business 1990 — 1994
BS, Economics- Magna Cum Laude
National Futures Association January 2014 - Present
National Futures Association February 2011 - December 2013
National Futures Association June 2008 - January 2011
Skills
Auditing, Internal Controls, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, SEC filings, US GAAP, Finance, General Ledger, Account Reconciliation, Fraud, Commodity Markets, Compliance, Managed Futures, Futures, Futures Trading, Foreign Exchange, Financial Audits, Derivatives
Education
Michigan State University 2004 — 2008
Bachelor's degree, Finance, General
Compuware August 2011 - Present
Compuware Corporation March 2002 - August 2011
National Futures Association 1998 - 2002
Skills
Financial Modeling, Financial Reporting, GAAP, Auditing, Accounting, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial...
Education
Marquette University 1993 — 1997
Bachelor of Science, Accounting
Harbor February 2004 - Present
Sun Federal Credit Union June 2001 - August 2003
National Futures Association 1999 - 2001
Skills
Microsoft Office, Excel, Accounting, Financial Reporting, General Ledger
Education
Michigan State University 1995 — 1999
B.A., Accounting
National Futures Association December 2010 - Present
Avatar Securities November 2009 - December 2010
UBS Financial Services April 2008 - April 2009
Gelber Group February 2000 - April 2008
Goldenberg, Hehmeyer & Co February 2000 - April 2008
Transmarket Group January 1996 - February 2000
Transmarket Group January 1996 - January 2000
Mizuho January 1992 - January 1996
Ritchie Capital Markets Group January 1995 - December 1995
Skills
Equities, Fixed Income, Trading Systems, Bonds, Finance, Treasury, Research, Management, Marketing, Outlook, Strategy, Profit, Market Planning
Education
Michigan State University
Degree, Finance
New Holland Capital September 2015 - Present
Albourne Partners January 2012 - September 2015
National Futures Association November 2011 - January 2012
National Futures Association June 2008 - October 2011
National Futures Association June 2006 - May 2008
Skills
Management, Analysis, Investments, Derivatives, Financial Modeling, Due Diligence, Equities, Financial Analysis, Hedge Funds, Risk Management, Fixed Income, Bloomberg, Securities
Education
Michigan State University - The Eli Broad College of Business 2002 — 2006
Bachlor of Arts, Finance with an additional major in Economics
Seed Equity Ventures, LLC April 2013 - Present
Seed Equity Capital Partners, LLC September 2014 - Present
IBFX April 2008 - March 2013
National Futures Association March 2000 - April 2008
Skills
Trading, Securities, FINRA, Equities, Options, AML, Financial Markets, Derivatives, Hedge Funds, FX Options, Capital Markets, Commodity, Trading Systems, Investments, Electronic Trading, Risk Management, FX trading, Currency, Foreign Exchange, Compliance Management
Education
Indiana University Bloomington
BS, Finance
National Futures Association July 2013 - Present
National Futures Association January 2013 - July 2013
National Futures Association June 2011 - December 2012
MSU-CIBER January 2009 - May 2011
Summer Study Programs July 2010 - July 2010
Student Athlete Support Services January 2007 - December 2008
Ann Taylor May 2007 - August 2007
Homegoods July 2005 - December 2006
Skills
Leadership, Accounting, Customer Service, Microsoft Excel, Sales, Management, Financial Analysis, Analysis, Access
Education
Michigan State University - The Eli Broad College of Business 2010 — 2011
Masters, Accounting
Michigan State University 2006 — 2010
Bachelor, Finance, International Business
Performance Food Group May 2010 - Present
Performance Food Group February 2006 - February 2009
US Foods June 2004 - January 2006
Alliant Foodservice - acquired by US Foods July 2001 - June 2004
Alliant Foodservice June 1998 - July 2001
Allstate Insurance August 1996 - June 1998
National Futures Association June 1994 - August 1996
Skills
Sarbanes-Oxley Act, Forecasting, Variance Analysis, Financial Reporting, Accounts Receivable, Operations Management, Internal Audit, Auditing, P, Management, Budgets, Accounting, Inventory Management, Team Building, Finance, Managerial Finance
Education
Illinois State University 1992 — 1994
Bachelor, Accounting
National Futures Association October 2013 - Present
Performance Software Development Inc. January 2012 - Present
ALG Worldwide July 2013 - October 2013
Genworth Financial Securities April 1996 - November 2011
The Terra Financial Companies Ltd. April 1996 - November 2011
ABS Graphics March 1995 - April 1996
Vertical Development January 1988 - March 1995
Skills
Business Analysis, Visio, Visual Basic, .NET, C#, Microsoft SQL Server, Oracle, Business Intelligence, Systems Analysis, Microsoft Office, Active Directory, Process Improvement, Product Management, New Business Development, Strategic Planning, SDLC
Education
Illinois State University 1985 — 1987
Information Technology
North Carolina Department of State Treasurer -Retirement Systems Division September 2015 - Present
North Carolina Department of State Treasurer - Retirement Systems Division October 2014 - Present
Aurora East School District 131 December 2011 - August 2014
National Futures Association June 2008 - June 2010
Hallmark Services Corporation February 2005 - June 2008
Skills
Risk Management, Financial Reporting, Visio, Accounting, Access, Business Analysis, Financial Analysis, Budget, Project Management, Analysis, Microsoft Excel
Education
Lewis University 2005 — 2007
MBA, Project Management
Robert Morris University - Illinois 1999 — 2002
BBA, Management
Villanova University
Six Sigma
National Futures Association February 2014 - Present
National Futures Association November 2012 - February 2014
National Futures Association June 2011 - November 2012
CME Group June 2010 - August 2010
Smart Computing May 2008 - August 2009
Beverly Area Planning Association September 2006 - August 2009
Skills
Auditing, Financial Analysis, Certified Fraud Examiner, Risk Management, Analysis, Financial Risk, Internal Controls, Accounting, Management, Microsoft Excel, Project Planning, Trading, Investments, Hedge Funds, Financial Reporting, Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
Business, Accounting and International Business
Danish Institute for Study Abroad (DIS)
McGladrey December 2014 - Present
NAC USA May 2013 - July 2014
Universal Family Connection August 2011 - June 2013
National Futures Association June 2007 - May 2011
AMC Mortgage Services, LLC January 2006 - May 2007
Skills
SEC filings, Auditing, Financial Analysis, Financial Reporting, GAAP, Sarbanes-Oxley Act, Financial Statement..., Accounting, Internal Audit, Financial Accounting, Tax, Account Reconciliation, Budgets, Variance Analysis, General Ledger, SEC Filings
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
MFAM, Certified Fraud Examiner
Tennessee State University 2000 — 2003
BBA, Accounting
National Futures Association January 2009 - Present
Ameriprise Financial Services, Inc. October 2006 - December 2008
Plante Moran October 2005 - October 2006
Federal Home Loan Bank of Chicago January 2003 - October 2005
National Futures Association June 1997 - December 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Negotiation, Financial Analysis, Accounting, Auditing, CPA, Fund Of Funds, Hedge Funds
Education
Michigan State University 1994 — 1997
Bachelor of Arts (BA), Accounting
Western Michigan University 1993 — 1994
National Futures Association ManagerNational Futures AssociationJanuary 1985 - Present
Skills
Fixed Income, Capital Markets, Hedge Funds, AML, Options, FINRA, Financial Modeling, Financial Analysis, FX Options, Derivatives, Foreign Exchange, Commodity, Risk Management, Securities, Swaps, Trading, Equities, Financial Markets
Education
Loyola University Chicago 1980 — 1984
Bachelor's Degree, Accounting
National Futures Association July 2013 - Present
National Futures Association August 2007 - July 2013
Skills
Leadership, Management, Microsoft Excel, Public Speaking, Outlook, Time Management, Event Planning, Leadership Development
Education
Loyola University Chicago
Mass Communication/Media Studies
Horace Mann, High School
Interactive Brokers March 2011 - January 2013
National Futures Association 2006 - 2010
Skills
Equities, Hedge Funds, AML, Commodity, Financial Markets, Legal Compliance, Bloomberg, Regulatory Affairs, SEC filings, CFTC, Economics, Microsoft Office, Unix, Internal Audit, Investment Advisor..., Investment Advisers Act
Education
Iowa State University 2001 — 2005
Bachelor of Science (B.S.), Economics, Major GPA: 3.47 Overall GPA: 3.32 - Dean’s List 2 semesters
Commodity Futures Trading Commission June 2015 - Present
Mac Neal LLC December 2013 - Present
Financial Industry Regulatory Authority (FINRA) April 2015 - June 2015
Mizuho Securities USA Inc. February 2014 - August 2014
US Foods February 2013 - December 2013
National Futures Association June 2011 - November 2012
KPMG June 2010 - August 2010
Ernst & Young June 2009 - August 2009
KPMG January 2009 - March 2009
Michigan State University - Sparty's March 2007 - March 2009
Skills
Accounting, SEC filings, GAAP, Financial Statement..., SEC, Sarbanes-Oxley Act, Internal Controls, Auditing, Microsoft Excel, Financial Reporting, Partnership Accounting, Accounting Research, Risk Management, Financial Accounting, 10K, Financial Analysis, FAS 133, 10Q, SEC Financial Reporting, Hyperion Enterprise, Variance Analysis, General Ledger, Account Reconciliation, Finance, Accounts Receivable, US GAAP, Journal Entries, Financial Statements, Analysis, CPA, Sarbanes-Oxley, Internal Audit, Tax, External Audit, Financial Audits, Accounts Payable, Financial Risk, QuickBooks, Hyperion
Education
Wayne State University, School of Business 2010 — 2011
Masters of Science, Accounting
Michigan State University - The Eli Broad Graduate School of Management 2006 — 2010
BA, Finance
National Futures Association
Skills
Derivatives
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2004
BA, MAS with a specialization in Taxation
National University of Singapore 2003 — 2003
National Futures Association May 2013 - August 2014
National Futures Association July 2012 - April 2013
National Futures Association October 2010 - July 2012
Illinois Housing Development Authority June 2010 - October 2010
Skills
Analysis, Risk Management, Statistics
Education
Northwestern University 2014 — 2017
Master of Science (M.S.), Predictive Analytics, GPA: 4.0
Loyola University of Chicago 2006 — 2010
Bachelor’s Degree, Economics and Finance, GPA: 3.83
Public Financial Management October 2013 - Present
International Justice Mission December 2011 - September 2013
National Futures Association May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Nonprofits, Public Speaking, Outlook, Customer Service, Teamwork, Risk Management, Accounting, Finance
Education
Kent State University 2010 — 2011
Masters of Science, Financial Engineering
The Ohio State University 2005 — 2009
Bachelors of Science, Actuarial Science
National Futures Association December 2013 - Present
Financial Industry Regulatory Authority July 2011 - December 2013
ISE April 2000 - July 2010
American Stock Exchange October 1999 - April 2000
Bear Stearns May 1997 - October 1999
Skills
Equities, DMM equities trading, NYSE equities trading..., Securities, Process Improvement, Options, FINRA, Financial Services, Analysis, Employee Training, Hedge Funds, Trading, Policy, Management, Anti Money Laundering, AML, Capital Markets, Electronic Trading, Derivatives, Financial Markets, Risk Management, Market Data, Investments, Trading Systems
Education
New York Institute of Technology 1997 — 2001
MBA, Finance
LIU Brooklyn 1994 — 1996
BA, Political Science
New York City Technical College 1992 — 1994
AAS, Paralegal Studies
National Futures Association June 2014 - Present
National Futures Association June 2013 - May 2014
SpaceTime Media, Inc. August 2011 - May 2013
Inland Bank and Trust August 2008 - August 2011
Community Shares of Illinois September 2010 - December 2010
Skills
Microsoft Excel, Accounting, Marketing Strategy, PowerPoint, Microsoft Word, Social Media, Microsoft Office, Financial Analysis, Customer Service, Public Speaking, Facebook, Social Networking, Time Management, Social Media Marketing
Education
Loyola University of Chicago 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
National Futures Association June 2011 - Present
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Accounting, Social Media, Analysis, Financial Reporting, Risk Management, Auditing
Education
Loyola University Chicago 2007 — 2011
Loyola University Chicago 2007 — 2011
Bachelor's degree, Accounting
National Futures Association January 2009 - Present
Education
New York Law School 2010 — 2011
Master of Laws (LLM), Financial Services
New York Law School 2005 — 2008
Doctor of Law (JD)
Self employed 2009 - Present
PepsiCo 1999 - 2009
Platinum Technology 1997 - 1999
National Futures Association 1995 - 1996
Education
Miami University 1992 — 1995
BS, Accountancy, Finance
CB East
Klein HS
National Futures Association June 2014 - Present
Ambac September 2013 - May 2014
The Heritage Foundation June 2013 - August 2013
Barclays Capital June 2012 - August 2012
Merrill Lynch November 2011 - May 2012
Goldman Sachs June 2011 - August 2011
New York University in London August 2010 - December 2010
Skills
Bloomberg Terminal, SPSS, Stata, Bloomberg, Spanish, Research, Microsoft Office, Financial Analysis, Excel, Statistics, PowerPoint, Word, Outlook, Data Analysis, Policy Analysis, Applied Research, Economics, Risk Management, Analysis, Derivatives, Investment Banking
Education
New York University 2013 — 2014
Master of Public Administration (MPA), Finance, 3.8
New York University 2008 — 2012
Bachelors, Political Science
Santander Bank, N.A. June 2015 - Present
National Futures Association June 2013 - May 2015
Law Office of Micaela Alvarez October 2012 - January 2013
Fragomen, Del Rey, Bernsen & Loewy January 2012 - April 2012
Skills
Legal Research, Legal Writing, Swaps, Mediation, Derivatives, Immigration Law, Regulatory Compliance, Dodd-Frank
Education
St. John's University School of Law 2009 — 2012
Doctor of Law (J.D.), Law
New York University 2003 — 2007
Bachelor's degree, History
National Futures Association July 2008 - Present
Education
Loyola University of Chicago
Political
CNA Insurance October 1992 - Present
Pandolfi, Topolski, Weiss & Co., Ltd February 1992 - October 1992
National Futures Association January 1988 - December 1991
Skills
Insurance, Reinsurance, Financial Reporting, Capital Analysis, Financial Analysis, Financial Regulation, PowerPoint, Microsoft Excel, Research, Liability, Claim, Litigation Management, Risk Management, Insurance Law, Enterprise Risk..., Professional Liability, Underwriting, Property & Casualty..., Statutory Accounting, Legal Liability, Casualty, Commercial Insurance, General Insurance, Workers Compensation, Captives, Financial Risk, Solvency II, D&O
Education
Lewis University 1984 — 1988
Bachelor of Arts (B.A.), Accounting, 3.25
Joliet East
Shop Online, Inc. December 2001 - Present
Baker & Taylor Video August 1988 - July 1991
Quaker Oats Company April 1986 - August 1988
National Futures Association June 1984 - April 1986
Skills
E-commerce, Microsoft Office, Entrepreneurship, Retail, Strategic Planning, Microsoft Excel
Education
Loyola University of Chicago 1980 — 1984
Bachelor of Business Administration, Accounting
AGL Resources May 2012 - Present
USG February 2011 - May 2012
USG January 2006 - February 2011
Concord Homes, Inc. July 2004 - January 2006
National Futures Association June 2001 - July 2004
Skills
SharePoint, Access, Microsoft Excel, Outlook, MS Project, SQL, TeamMate, Quality Center, Oracle E-Business Suite, Microsoft Word, PowerPoint, Teamcentral, IDEA, GRC
Education
Illinois State University 1998 — 2001
Bachelor of Science, Finance and BIS
National Futures Association June 2007 - Present
Education
Michigan State University 2003 — 2007
BA, Finance
Allstate Investments November 2013 - Present
Allstate Investments June 1996 - Present
National Futures Association July 1993 - June 1996
Great Lakes Credit Union December 1992 - July 1993
Mid Central Community Action, Inc. July 1992 - December 1992
Education
Illinois State University 1988 — 1992
Bachelor of Science (B.S.)
HighGround Trading, LLC July 2012 - Present
National Futures Association June 2007 - July 2012
Skills
Securities, Securities Regulation, Series 24, USA PATRIOT Act, Sanction, Series 7, Futures Compliance, Commodities Compliance
Education
Indiana University Bloomington 2003 — 2007
Bachelor's degree, Finance, General
State Farm September 2001 - Present
National Futures Association June 1995 - 1998
Education
Illinois State University 1990 — 1995
Bachelor's degree, Accounting and Business Administration