Oak Ridge Investments
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Oak Ridge Investments Employees
Oak Ridge Investments September 2014 - Present
Transamerica Retirement Solutions October 2011 - September 2014
AEGON January 2009 - January 2010
Skills
Retirement, Sales, 401k, Mutual Funds, Retirement Planning, Qualified Retirement..., Investments, Market Analysis, Marketing, Asset Management, Management, Analysis, Business Planning, Finance, Series 6, Series 63, Employee Benefits, Series 7
Education
Ecole supérieure de Commerce de Rennes 2010 — 2012
Master of Arts (M.A.), International Business
University of Northern Iowa 2005 — 2010
Bachelor of Arts, Finance: Investments
University of Northern Iowa 2005 — 2010
Bachelor of Arts, Real Estate
Rush University Medical Center September 2015 - Present
Navigant June 2015 - September 2015
Rush University Medical Center September 2014 - June 2015
Detroit Entrepreneurship Network December 2011 - August 2014
Target June 2013 - August 2013
Red Frog Events May 2012 - August 2012
Oak Ridge Investments May 2011 - September 2011
Skills
Market Research, Microsoft Office, Healthcare, Healthcare Consulting, Healthcare Analytics, Hospitals, Public Speaking, Project Management, Entrepreneurship, Social Entrepreneurship, Economics, Entrepreneurship..., Finance, Health Economics
Education
Rush University 2014 — 2016
Master of Science (M.S.), Health Systems Management
University of Michigan 2010 — 2014
Bachelor of Arts (BA), Economics, Graduated
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Minor in Business Program, Business Administration and Management, Graduated
Oak Ridge Investments May 2014 - Present
Oak Ridge Investments June 2007 - April 2014
Van Kampen Investments 2005 - 2007
Scudder Investments 2002 - 2005
Scudder Investments (Deutsche Bank) 2002 - 2005
Education
Eastern Illinois University 1996 — 2001
B.A.
Downers Grove North 1992 — 1996
O'Shaughnessy Asset Management, LLC (OSAM) February 2014 - Present
Oak Ridge Investments April 1998 - February 2014
Insight Capital Research & Management August 1992 - April 1998
Fidelity Investments April 1986 - April 1989
Skills
Asset Allocation, Asset Management, Equities, Investments, Marketing, Mutual Funds, Series 7, Investment Strategies, Series 63, Hedge Funds, Investment Advisory, Alternative Investments, Portfolio Management, Securities, Wealth Management
Education
Texas A&M University 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
The University of Dallas 1990 — 1992
Master of Business Administration (MBA), Corporate Finance
Nasdaq April 2014 - Present
Oak Ridge Investments July 2014 - August 2014
Merrill Lynch September 2013 - December 2013
Georgetown University January 2012 - May 2013
Permanent Portfolio Family of Funds June 2011 - August 2011
Georgetown Aquatics May 2008 - August 2010
Georgetown Prep Lacrosse camp counselor June 2009 - July 2009
Georgetown Aquatics May 2005 - August 2008
Skills
Licensed Boater, Editing, Teaching
Education
Georgetown University 2012 — 2014
Bachelor of Business Administration (B.B.A.), International Business, Junior
University of Virginia 2012 — 2012
Semester At Sea, junior
PepsiCo June 2014 - Present
Insight Global June 2013 - May 2014
Oak Ridge Investments May 2012 - August 2012
EdVenture Partners January 2012 - June 2012
BlockShopper.com May 2010 - August 2010
Skills
Marketing, Leadership, Time Management, Microsoft Office, Sales, Social Networking, Creative Strategy, Recruiting, Teamwork, Public Speaking, Customer Service, Account Management, Inventory Management, Managing Distribution..., Retail Sales, District Management, Sales Analysis, Sales Management, People Development, Direct Store Delivery, Consumer Products, Consumer Package Goods, Negotiation, Market Development
Education
University of Missouri-Columbia 2009 — 2013
BSBA, Business Marketing and Sales
Fenwick Highschool 2005 — 2009
Neuberger Berman January 2011 - Present
Oak Ridge Investments December 2005 - January 2011
Deutsche Asset Management January 2005 - December 2005
Scudder Investments January 1998 - December 2004
Kemper Funds (Zurich Kemper Investments) June 1997 - December 1998
Bankers Life & Casualty Company November 1996 - June 1997
Prudential Insurance January 1994 - October 1996
VideOcart, Inc. 1991 - 1993
Zenith Electronics 1990 - 1991
Skills
Mutual Funds, Investments
Education
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Economics
Zacks Investment Management April 2015 - Present
Zacks Investment Management January 2015 - April 2015
Marketing and Branding Consultant - Financial Services April 2014 - December 2014
Oak Ridge Investments June 2011 - March 2014
Chicago Coffees and Teas November 2009 - May 2011
Gen-T Legacy Institute July 2008 - August 2009
Wunderkind Group February 2006 - May 2008
Oak Ridge Investments February 2002 - July 2005
Morgan Stanley - Graystone Wealth Management Services May 1999 - February 2002
Skills
Professional..., Strategy, CRM, Integrated Marketing, Investments, Marketing, Business Development, Management, Copywriting, Social Media, Sales, Financial Services, Investment Strategies, Securities, Salesforce.com, Email Marketing
Education
University of Illinois at Chicago
Bachelor of Science (B.S.) in Finance
Oak Ridge Investments June 2014 - Present
Goldman Sachs Asset Management January 2011 - March 2014
Goldman Sachs Asset Management May 2010 - January 2011
Singer Partners, LLC July 2009 - December 2009
Neuberger Berman May 1996 - July 2008
Dreyfus Retirement Services 1994 - 1996
General American Pension Investments 1991 - 1994
Skills
Retirement, Mutual Funds, Strategy, Investments, Investment Strategies, Defined Benefit, New Business Development, Asset Management, Alternative Investments, Series 7, Series 63, Insurance, Asset Allocation, Financial Services, Retirement Planning, Financial Advisory, Variable Annuities
Education
Boston College 1981 — 1985
BS, Business
Oak Ridge Investments May 2015 - August 2015
Auctos Capital Management November 2014 - December 2014
Forest Preserve District of DuPage County May 2014 - July 2014
Skills
Event Planning, Time Management
Education
University of Colorado Boulder 2012 — 2016
Bachelor's degree, Finance
Universidad de Belgrano 2014 — 2014
Latin American Studies
Oak Ridge Investments May 2014 - Present
Convergent Capital Management LLC December 2006 - March 2013
Self employed January 2005 - May 2006
The Burridge Group LLC April 1986 - December 2004
Skills
Compliance, Investments, Mutual Funds, Risk Management, Due Diligence, Investment Advisory, Securities Regulation, Asset Management, Hedge Funds, Securities, Equities, AML, FINRA, Portfolio Management, Asset Managment, Enterprise Risk...
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2003 — 2006
JD
Oberlin College 1981 — 1985
AB
Private 1990 - Present
Dividend Capital Investments July 2004 - July 2005
Hovde Capital Advisors January 2003 - July 2003
Smith Barney March 2000 - March 2002
Oak Ridge Investments March 1993 - November 1999
General Board of Pension and Health Benefits June 1992 - March 1993
Oak Ridge Investments May 1990 - June 1992
Education
Purdue University - Krannert School of Management 1986 — 1992
bs, economics
Ariel Investments January 2015 - Present
Oak Ridge Investments January 2010 - January 2015
Allstate February 2008 - December 2009
Ariel Capital Management November 2002 - February 2008
Skills
Equity Trading, Securities, Trading, Equities, Investments, Hedge Funds, Asset Management, Bloomberg, Electronic Trading, Options, Trading Systems
Education
University of Iowa 1996 — 2000
Bachelors of Buisness Administration, Finance
University of Iowa 1996 — 2000
Oak Ridge Investments Cost AccountantAlcoa Fujikura Ltd.1991 - 2004
Education
The University of Chicago Booth School of Business 2004 — 2006
Oak Ridge Investments September 2014 - Present
Goldman Sachs April 2009 - September 2014
UBS Financial Services, Inc. 2004 - 2009
Merrill Lynch November 2001 - October 2004
Merrill Lynch 1997 - 2001
Skills
Retirement Planning, Retirement, Fixed Annuities, Asset Allocation, Investments, Wealth Management, Asset Management, Mutual Funds, Alternative Investments, Investment Advisory, Portfolio Management, Equities, Defined Benefit Asset..., Defined Contribution..., Variable Annuities
Education
San Jose State University 1990 — 1994
Bachelor of Science (B.S.), Public Relations/Image Management
College for Financial Planning
Master of Science (MS), Financial Planning
Oak Ridge Investments March 2005 - Present
Merrill Lynch January 1999 - March 2005
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Oak Ridge Investments PartnerHogan Marren, Ltd.1993 - 2003
Katten Muchin Rosenman LLP 1988 - 1993
Katten Muchin & Zavis 1981 - 1988
Skills
Litigation, Securities, Commercial Litigation, Corporate Governance, Mergers
Education
Northwestern University School of Law 1978 — 1981
JD
Northwestern University - Kellogg School of Management 1977 — 1981
Masters of Management, Finance & Accounting
University of Illinois at Urbana-Champaign 1974 — 1977
BA, Economics
Northern Trust March 2013 - Present
UBS Global Asset Management March 2011 - March 2013
Oak Ridge Investments October 2006 - March 2011
HFR Asset Management August 2005 - September 2006
William Blair and Company October 2001 - July 2005
Skills
Valuation, Fixed Income, Hedge Funds, Asset Allocation, Asset Management, Performance Measurement, Fund Accounting, Project Planning, Project Coordination, Project Execution, Fund Of Funds, Corporate Actions, Separately Managed..., Asset Managment, Project Management, Alternative Investments
Education
DePaul University 1999 — 2001
BS, Finance
Wheaton Academy 1995 — 1997
SDA Capital 2008 - Present
Oak Ridge Investments 1997 - 2008
Education
Carleton College
Bachelor of Arts (BA), Economics, Political Science
Northwestern University School of Law
Doctor of Law (JD), Corporate
international payment solutions 2001 - Present
Oak Ridge Investments October 1992 - November 1997
A.G. Edwards September 1991 - September 1992
Skills
E-commerce, Sales, Sales Management, New Business Development, Marketing, Credit Cards, Marketing Strategy, Management, Start-ups, Accounting, Banking, Strategic Planning, Business Strategy, Payment Card Processing, Insurance, Small Business, Project Management
Education
Purdue University 1978 — 1980
n/a, aviation tech
Oak Park River Forest h.s.
Oak Park River Forest h.s.
The Financial Concierge January 2015 - Present
Oak Ridge Investments May 2006 - August 2014
Self Employed December 1986 - September 2005
Richman, Grossman & Friedman July 1982 - June 1986
Internal Revenue Service August 1979 - July 1982
Skills
Budgeting, Estate Planning, Bookkeeping, Analysis, Financial Coaching, Bill Paying, Accounting, Record Keeping, Strategic Planning, Finacial Management, Microsoft Excel, Regulatory Compliance, Trading, Tax Law
Education
Loyola University Chicago School of Law 1980 — 1984
Juris Doctor (J.D.)
University of Illinois at Urbana-Champaign - College of Business 1972 — 1976
Bachelor's Degree, Accountancy
Emerging Volatility Arbitrage Hedge Fund August 2012 - Present
Bond Fund June 2007 - March 2015
Gar Wood Securities 2005 - 2012
Oak Ridge Investments 1989 - 2005
Skills
Options, Equities, Hedge Funds, Equity Derivatives, Fixed Income, Portfolio Management, Trading
Education
Brown University 1975 — 1979
Sc.B., Applied Mathematics
Oak Ridge Investments September 2014 - Present
Manna Project International January 2011 - December 2011
William Blair and Company 2008 - 2010
Skills
Fundraising, Spanish, Non-profits, Nonprofits, International..., Data Analysis, Strategy, Public Speaking
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
Vanderbilt University 2004 — 2008
Bachelor’s Degree
The London School of Economics and Political Science (LSE)
Econometrics
CFA Institute
2015 Level II Candidate in the CFA Program
Oak Ridge Investments June 2014 - Present
Skills
CPA, CFA
Education
The University of Chicago Booth School of Business 1977 — 1980
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 1972 — 1976
Bachelor's Degree, Accounting and Computer Science