Peregrine Financial Group
Description
Peregrine Financial Group Inc., commonly known as PFGBest, was an Iowa-based financial firm that operated for over 20 years. It was shut down in July 2012 after it was put under investigation for a $200 million shortfall in customer funds. Founder: Russell Wasendorf Founded: 1990 Subsidiaries: Best Direct Securities, LLC,
Peregrine Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Peregrine Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Peregrine Financial Group Salaries. You can even request information on how much does Peregrine Financial Group pay if you want to. Learn about salaries, pros and cons of working for Peregrine Financial Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
51 Peregrine Financial Group employees in database. Find out everything there's to know about Peregrine Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Peregrine Financial Group Employees
Employee
Years
Job
Industry
Tia Wucher Tia Wucher's Peregrine Financial Group Experience March 2000 - September 2006
Job Channel Marketing Manager
Industry Information Technology and Services
Experience
SPS Commerce October 2014 - Present
Fluid July 2011 - Present
Mill Creek Entertainment October 2010 - June 2011
THQ September 2006 - October 2010
Stocks, Futures and Options Magazine August 2003 - September 2006
Peregrine Financial Group March 2000 - September 2006
Skills
Social Media, Email Marketing, Product Marketing, Promotions, E-commerce, Social Media Marketing, Online Marketing, Account Management, Marketing, SEO, SEM, CRM, Copywriting, Strategy, Digital Marketing, Product Management, Digital Media, Digital Strategy, Integrated Marketing
Education
Bowling Green State University 1995 — 2000
SPS Commerce October 2014 - Present
Fluid July 2011 - Present
Mill Creek Entertainment October 2010 - June 2011
THQ September 2006 - October 2010
Stocks, Futures and Options Magazine August 2003 - September 2006
Peregrine Financial Group March 2000 - September 2006
Skills
Social Media, Email Marketing, Product Marketing, Promotions, E-commerce, Social Media Marketing, Online Marketing, Account Management, Marketing, SEO, SEM, CRM, Copywriting, Strategy, Digital Marketing, Product Management, Digital Media, Digital Strategy, Integrated Marketing
Education
Bowling Green State University 1995 — 2000
Matt Guerrero Matt Guerrero's Peregrine Financial Group Experience January 2000 - January 2005
Job Retail Branch Manager
Industry Financial Services
Experience
Lincoln Mutual Home Mortgage August 2015 - Present
American Financial Network December 2012 - August 2015
Affiliated Funding Corp. February 2009 - November 2012
Golden Empire Mortgage February 2008 - February 2009
Countrywide Home Loans January 2005 - November 2008
Peregrine Financial Group January 2000 - January 2005
Concord Trading Group March 1998 - January 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Real Estate, Investment Properties, Refinance, Marketing, FHA, Home Equity Loans, VA loans, Mortgage Banking
Education
Biola University 2007 — 2010
Whittier High School 1989 — 1992
Lincoln Mutual Home Mortgage August 2015 - Present
American Financial Network December 2012 - August 2015
Affiliated Funding Corp. February 2009 - November 2012
Golden Empire Mortgage February 2008 - February 2009
Countrywide Home Loans January 2005 - November 2008
Peregrine Financial Group January 2000 - January 2005
Concord Trading Group March 1998 - January 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Real Estate, Investment Properties, Refinance, Marketing, FHA, Home Equity Loans, VA loans, Mortgage Banking
Education
Biola University 2007 — 2010
Whittier High School 1989 — 1992
Jason Randolph's Peregrine Financial Group Experience August 2007 - July 2008
Job CoFounder | President of InteractiveH2O
Industry Marketing and Advertising
Experience
InteractiveH2O 2012 - Present
Charles Schwab November 2009 - October 2012
Cramer Krasselt March 2008 - November 2009
Peregrine Financial Group August 2007 - July 2008
JWT Communications, Entertainment and Technology Practice August 2006 - August 2007
22squared December 2005 - August 2006
Skills
Online Advertising, Social Media Marketing, Creative Direction, SEM, Digital Marketing, Interactive Marketing, Digital Strategy, Integrated Marketing, Email Marketing, PPC, Media Planning, Mobile Marketing, Advertising, Media Buying, Digital Media, Interactive Advertising, Direct Marketing, Web Analytics, SEO, Google Adwords, Strategic Partnerships, Social Media, Analytics, Lead Generation, Landing Page..., Marketing Strategy, Online Marketing, Marketing, Search Advertising, Creative Strategy, Relationship Marketing, Search, Online Lead Generation, Display Advertising, E-commerce, Public Relations, Brand Development, Customer Acquisition, Web Marketing, Account Management, B2B Marketing, Campaign Management, Google Analytics, Strategy, Facebook, Direct Mail, Multi-channel Marketing
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2005
BBA Marketing, marketing
InteractiveH2O 2012 - Present
Charles Schwab November 2009 - October 2012
Cramer Krasselt March 2008 - November 2009
Peregrine Financial Group August 2007 - July 2008
JWT Communications, Entertainment and Technology Practice August 2006 - August 2007
22squared December 2005 - August 2006
Skills
Online Advertising, Social Media Marketing, Creative Direction, SEM, Digital Marketing, Interactive Marketing, Digital Strategy, Integrated Marketing, Email Marketing, PPC, Media Planning, Mobile Marketing, Advertising, Media Buying, Digital Media, Interactive Advertising, Direct Marketing, Web Analytics, SEO, Google Adwords, Strategic Partnerships, Social Media, Analytics, Lead Generation, Landing Page..., Marketing Strategy, Online Marketing, Marketing, Search Advertising, Creative Strategy, Relationship Marketing, Search, Online Lead Generation, Display Advertising, E-commerce, Public Relations, Brand Development, Customer Acquisition, Web Marketing, Account Management, B2B Marketing, Campaign Management, Google Analytics, Strategy, Facebook, Direct Mail, Multi-channel Marketing
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2005
BBA Marketing, marketing
JT Garrett JT Garrett's Peregrine Financial Group Experience May 2003 - April 2004
Job Health Care Recruiter at University of Missouri Health Care
Industry Hospital & Health Care
Experience
University of Missouri Health Care February 2006 - Present
University of Missouri September 2004 - February 2006
Peregrine Financial Group May 2003 - April 2004
Skills
Healthcare, Hospitals, Healthcare Management, Employee Relations, Policy, Recruitment, Recruiting, Resume Writing, Leadership Development, Community Outreach, Training, Cardiology, Public Relations, Talent Acquisition, Process Improvement, Benefits Administration, Critical Care, Leadership, Employee Benefits, Human Resources, Managed Care, Payroll, Customer Service, Public Speaking, Team Building, System Administration, Strategic Planning, Medicine, Screening, Talent Management, Management, Deferred Compensation, Performance Management, Physicians, Temporary Placement, Cold Calling, HIPAA, Marketing, College Recruiting, Surgery, Time Management, Sourcing, Onboarding, Coaching, Interviews, Hiring, Healthcare Industry, Employee Training, PeopleSoft, Organizational...
Education
University of Missouri-Columbia 2000 — 2002
Bachelor of Arts, Communications
University of Missouri Health Care February 2006 - Present
University of Missouri September 2004 - February 2006
Peregrine Financial Group May 2003 - April 2004
Skills
Healthcare, Hospitals, Healthcare Management, Employee Relations, Policy, Recruitment, Recruiting, Resume Writing, Leadership Development, Community Outreach, Training, Cardiology, Public Relations, Talent Acquisition, Process Improvement, Benefits Administration, Critical Care, Leadership, Employee Benefits, Human Resources, Managed Care, Payroll, Customer Service, Public Speaking, Team Building, System Administration, Strategic Planning, Medicine, Screening, Talent Management, Management, Deferred Compensation, Performance Management, Physicians, Temporary Placement, Cold Calling, HIPAA, Marketing, College Recruiting, Surgery, Time Management, Sourcing, Onboarding, Coaching, Interviews, Hiring, Healthcare Industry, Employee Training, PeopleSoft, Organizational...
Education
University of Missouri-Columbia 2000 — 2002
Bachelor of Arts, Communications
Christopher Wedell Christopher Wedell's Peregrine Financial Group Experience 2004 - 2005
Job Consultant at The Shop
Industry Retail
Experience
The Shop 2013 - Present
The Shop Board, Bike, and Golf Sports 2010 - 2013
Fine Edge Ski & Cycle 2006 - 2010
Man Investments 2005 - 2005
Peregrine Financial Group 2004 - 2005
Rho Trading LLC 2003 - 2005
Alpart Trading 2002 - 2003
Peregrine Financial Group 2001 - 2002
E-Global Execution Desk 2000 - 2001
Skills
Trading, Options, Bonds, Currency, Foreign Exchange, Marketing Strategy, Regional Development, Finance, Customer Service, Sales, Investments, Retail, Portfolio Management, Social Media Marketing, Financial Markets, Commodity, Trading Systems, Derivatives, Social Media, Management, Sales Management
Education
University of Wyoming 2005 — 2009
Bachelor in Finance/Bachelor in Business Marketing, Economics/Marketing
DePaul University 2000 — 2002
Finance
The Shop 2013 - Present
The Shop Board, Bike, and Golf Sports 2010 - 2013
Fine Edge Ski & Cycle 2006 - 2010
Man Investments 2005 - 2005
Peregrine Financial Group 2004 - 2005
Rho Trading LLC 2003 - 2005
Alpart Trading 2002 - 2003
Peregrine Financial Group 2001 - 2002
E-Global Execution Desk 2000 - 2001
Skills
Trading, Options, Bonds, Currency, Foreign Exchange, Marketing Strategy, Regional Development, Finance, Customer Service, Sales, Investments, Retail, Portfolio Management, Social Media Marketing, Financial Markets, Commodity, Trading Systems, Derivatives, Social Media, Management, Sales Management
Education
University of Wyoming 2005 — 2009
Bachelor in Finance/Bachelor in Business Marketing, Economics/Marketing
DePaul University 2000 — 2002
Finance
Jordan Fink's Peregrine Financial Group Experience March 2011 - June 2011
Job IT Contractor at Principal Financial Group
Industry Computer & Network Security
Experience
Principal Financial Group April 2015 - Present
Networking Solutions - Iowa September 2011 - April 2015
Peregrine Financial Group March 2011 - June 2011
Cedar Falls Utilities 2009 - 2011
Skills
CCNA, CCNA Security, Cisco IOS, Routing, LAN Switching, Certified Sonicwall..., Ruckus, CompTIA Network+..., CompTIA A+ Certification, Project Management, Windows Server, Active Directory, Servers, Microsoft Exchange, Windows 7, Network Administration, Firewalls, Routers, Networking, VPN, Network Security, Cisco Technologies, Troubleshooting, Switches
Education
Hawkeye Community College 2009 — 2011
Associate of Arts and Sciences (AAS), Network and System Administration/Administrator
Principal Financial Group April 2015 - Present
Networking Solutions - Iowa September 2011 - April 2015
Peregrine Financial Group March 2011 - June 2011
Cedar Falls Utilities 2009 - 2011
Skills
CCNA, CCNA Security, Cisco IOS, Routing, LAN Switching, Certified Sonicwall..., Ruckus, CompTIA Network+..., CompTIA A+ Certification, Project Management, Windows Server, Active Directory, Servers, Microsoft Exchange, Windows 7, Network Administration, Firewalls, Routers, Networking, VPN, Network Security, Cisco Technologies, Troubleshooting, Switches
Education
Hawkeye Community College 2009 — 2011
Associate of Arts and Sciences (AAS), Network and System Administration/Administrator
Russell Alber Russell Alber's Peregrine Financial Group Experience 2011 - 2012
Job Institutional FX Sales / Currency Risk / Electronic Trading / FX Options / Compliance / Operations
Industry Capital Markets
Experience
CIBC World Markets 2013 - 2014
Peregrine Financial Group 2011 - 2012
RBS Global Banking & Markets April 2005 - 2011
Morgan Stanley October 1999 - April 2005
Morgan Stanley Trust Company 1992 - 1999
Morgan Stanley Trust Company 1989 - 1992
Bankers Trust Company 1986 - 1989
Skills
FX Options, Foreign Exchange, Derivatives, Capital Markets, Currency, FX trading, Hedge Funds, Trading Systems, Options, Electronic Trading, Financial Markets, Structured Products, Institutional Sales, FX Hedging, Trade Compliance, Legal Compliance, Global Macro, Quantitative Investing, Alternative Investments, Pension Funds, ERISA, Dodd-Frank, Futures Trading, Swaps, Trading, Market Risk, Series 7, Series 3, Series 63, Fixed Income, Emerging Markets, Investments, Prime Brokerage, Investment Banking, Asset Management, Foreign Currency, Presentation Skills, International Sales, Macroeconomics, Mutual Funds, FX Derivatives, Bloomberg
Education
Emory University - Goizueta Business School 1985 — 1986
Bachelor of Business Administration (BBA), Finance, General
Emory University 1982 — 1986
BBA, Finance / Economics
CIBC World Markets 2013 - 2014
Peregrine Financial Group 2011 - 2012
RBS Global Banking & Markets April 2005 - 2011
Morgan Stanley October 1999 - April 2005
Morgan Stanley Trust Company 1992 - 1999
Morgan Stanley Trust Company 1989 - 1992
Bankers Trust Company 1986 - 1989
Skills
FX Options, Foreign Exchange, Derivatives, Capital Markets, Currency, FX trading, Hedge Funds, Trading Systems, Options, Electronic Trading, Financial Markets, Structured Products, Institutional Sales, FX Hedging, Trade Compliance, Legal Compliance, Global Macro, Quantitative Investing, Alternative Investments, Pension Funds, ERISA, Dodd-Frank, Futures Trading, Swaps, Trading, Market Risk, Series 7, Series 3, Series 63, Fixed Income, Emerging Markets, Investments, Prime Brokerage, Investment Banking, Asset Management, Foreign Currency, Presentation Skills, International Sales, Macroeconomics, Mutual Funds, FX Derivatives, Bloomberg
Education
Emory University - Goizueta Business School 1985 — 1986
Bachelor of Business Administration (BBA), Finance, General
Emory University 1982 — 1986
BBA, Finance / Economics
Richard (Rick) Block, CFA Richard (Rick) Block, CFA's Peregrine Financial Group Experience April 1997 - April 1998
Job Director of Investments
Industry Investment Management
Experience
BMO Harris Bank August 2010 - Present
MB Financial Bank October 2007 - August 2010
Harris Bank April 1998 - October 2007
Peregrine Financial Group April 1997 - April 1998
Key Bank June 1996 - February 1997
NationsBanc-CRT June 1994 - June 1996
Harris Bank August 1990 - June 1994
Nationsbank (fka NCNB-Texas) November 1987 - August 1990
NASD 1985 - 1987
Skills
Portfolio Management, Wealth Management, Asset Allocation, Investments, Asset Managment, Financial Analysis, Investment Advisory, Bloomberg, Investment Strategies, Equities, Fixed Income
Education
The University of Texas at Arlington 1979 — 1984
BBA, Finance
BMO Harris Bank August 2010 - Present
MB Financial Bank October 2007 - August 2010
Harris Bank April 1998 - October 2007
Peregrine Financial Group April 1997 - April 1998
Key Bank June 1996 - February 1997
NationsBanc-CRT June 1994 - June 1996
Harris Bank August 1990 - June 1994
Nationsbank (fka NCNB-Texas) November 1987 - August 1990
NASD 1985 - 1987
Skills
Portfolio Management, Wealth Management, Asset Allocation, Investments, Asset Managment, Financial Analysis, Investment Advisory, Bloomberg, Investment Strategies, Equities, Fixed Income
Education
The University of Texas at Arlington 1979 — 1984
BBA, Finance
Amanda Marroquin Amanda Marroquin's Peregrine Financial Group Experience February 2010 - November 2010
Job Accountant at Consolidated Trading
Industry Financial Services
Experience
Consolidated Trading April 2011 - Present
Peregrine Financial Group February 2010 - November 2010
PEREGRINE FINANCIAL GROUP INC February 2007 - February 2010
CUNA Mutual Insurance/Cuna Brokerage June 2001 - February 2007
CUNA Mutual Group September 2000 - February 2007
First Security State Bank May 2003 - June 2004
Skills
Time Management, Internal Audit, Trading, Mutual Funds, Accounting, Series 7, Leadership, Internal Controls, Account Reconciliation, Bonds, Risk Management, Insurance, Investments, Financial Statements, Options, Management, Budgets, Customer Satisfaction, Customer Service, Financial Analysis, Analysis, Capital Budgeting, Equities, Employee Benefits, Foreign Exchange, Journal Entries, Derivatives, Retail
Education
University of Northern Iowa
Bachelor of Arts, Finance and Real Estate
Consolidated Trading April 2011 - Present
Peregrine Financial Group February 2010 - November 2010
PEREGRINE FINANCIAL GROUP INC February 2007 - February 2010
CUNA Mutual Insurance/Cuna Brokerage June 2001 - February 2007
CUNA Mutual Group September 2000 - February 2007
First Security State Bank May 2003 - June 2004
Skills
Time Management, Internal Audit, Trading, Mutual Funds, Accounting, Series 7, Leadership, Internal Controls, Account Reconciliation, Bonds, Risk Management, Insurance, Investments, Financial Statements, Options, Management, Budgets, Customer Satisfaction, Customer Service, Financial Analysis, Analysis, Capital Budgeting, Equities, Employee Benefits, Foreign Exchange, Journal Entries, Derivatives, Retail
Education
University of Northern Iowa
Bachelor of Arts, Finance and Real Estate
Michelle Zanetti Michelle Zanetti's Peregrine Financial Group Experience October 2006 - February 2009
Job Office Manager / Research Coordinator at Select Equity Group
Industry Investment Management
Experience
Select Equity Group May 2013 - Present
UBS Investment Bank October 2009 - April 2012
Peregrine Financial Group October 2006 - February 2009
Skills
Business Development, Fixed Income, Investments, Hedge Funds, Bloomberg, Equities
Education
Northern Michigan University 2001 — 2006
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Marquette Senior High School 1997 — 2001
Select Equity Group May 2013 - Present
UBS Investment Bank October 2009 - April 2012
Peregrine Financial Group October 2006 - February 2009
Skills
Business Development, Fixed Income, Investments, Hedge Funds, Bloomberg, Equities
Education
Northern Michigan University 2001 — 2006
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Marquette Senior High School 1997 — 2001
Leeann Austin's Peregrine Financial Group Experience November 2005 - December 2006
Job StayAtHomeMom
Industry Individual & Family Services
Experience
The Austin Famiy June 2012 - Present
K.A. Diehl, AAMC July 2010 - March 2012
Taylor Winfield June 2009 - April 2010
Matthew Pritzker Company December 2006 - April 2009
Peregrine Financial Group November 2005 - December 2006
Skills
Marketing
Education
Bowling Green State University 2001 — 2005
Bachelor's Degree in Arts & Sciences, Telecommunications and Broadcast Journalism
The Austin Famiy June 2012 - Present
K.A. Diehl, AAMC July 2010 - March 2012
Taylor Winfield June 2009 - April 2010
Matthew Pritzker Company December 2006 - April 2009
Peregrine Financial Group November 2005 - December 2006
Skills
Marketing
Education
Bowling Green State University 2001 — 2005
Bachelor's Degree in Arts & Sciences, Telecommunications and Broadcast Journalism
Jackie Reitz's Peregrine Financial Group Experience July 2004 - December 2004
Job Customer Development Team at GoDaddy
Industry Internet
Experience
GoDaddy May 2013 - Present
GoDaddy June 2014 - August 2015
JR Futures July 2012 - May 2013
PFGBest.com 2011 - July 2012
JR Futures, Inc. January 2005 - January 2012
Peregrine Financial Group July 2004 - December 2004
Peregrine Financial Group March 2004 - August 2004
Peregrine Financial Group July 2003 - March 2004
Skills
Options, Trading, Portfolio Management, FX, Financial Markets, Organization, Self-starter
Education
University of Northern Iowa 2000 — 2003
BS, Marketing
Buena Vista University 1990 — 1993
Undergrad, Marketing
GoDaddy May 2013 - Present
GoDaddy June 2014 - August 2015
JR Futures July 2012 - May 2013
PFGBest.com 2011 - July 2012
JR Futures, Inc. January 2005 - January 2012
Peregrine Financial Group July 2004 - December 2004
Peregrine Financial Group March 2004 - August 2004
Peregrine Financial Group July 2003 - March 2004
Skills
Options, Trading, Portfolio Management, FX, Financial Markets, Organization, Self-starter
Education
University of Northern Iowa 2000 — 2003
BS, Marketing
Buena Vista University 1990 — 1993
Undergrad, Marketing
Barbara Grant Barbara Grant's Peregrine Financial Group Experience April 1993 - October 1996
Job Registered Financial Services Professional
Industry Financial Services
Experience
JPMorgan Securities LLC October 2012 - December 2013
Credit Suisse June 2012 - July 2012
Raymond James & Associates, Inc June 2011 - April 2012
Waddell & Reed, 2009-2010 May 2009 - May 2010
HealthSpring, 2008-2009 September 2008 - January 2009
AON Corporation December 2006 - August 2008
Self Employed March 2001 - December 2006
MassMutual Financial Group September 1998 - March 2001
Merrill Lynch October 1996 - March 1998
Peregrine Financial Group April 1993 - October 1996
Education
Ithaca College
Bachelor of Arts, English
Northwestern University School of Continuing Studies
CFP® designation in progress.
Syracuse University
DIPA Strasbourg, France
The Latin School of Chicago
The Masters School
JPMorgan Securities LLC October 2012 - December 2013
Credit Suisse June 2012 - July 2012
Raymond James & Associates, Inc June 2011 - April 2012
Waddell & Reed, 2009-2010 May 2009 - May 2010
HealthSpring, 2008-2009 September 2008 - January 2009
AON Corporation December 2006 - August 2008
Self Employed March 2001 - December 2006
MassMutual Financial Group September 1998 - March 2001
Merrill Lynch October 1996 - March 1998
Peregrine Financial Group April 1993 - October 1996
Education
Ithaca College
Bachelor of Arts, English
Northwestern University School of Continuing Studies
CFP® designation in progress.
Syracuse University
DIPA Strasbourg, France
The Latin School of Chicago
The Masters School
Polly Richter's Peregrine Financial Group Experience January 1994 - January 1997
Job Independent Education Management Professional
Industry Education Management
Experience
Highland Park School District 113 January 2008 - Present
Institute for Financial Markets January 2010 - January 2011
Cantor Fitzgerald January 2004 - January 2005
Morgan Stanley January 2000 - January 2002
American Express January 1997 - January 2000
Peregrine Financial Group January 1994 - January 1997
Chicago Mercantile Exchange January 1985 - January 1993
Paine Webber, Jackson, and Curtis January 1979 - January 1985
Skills
Mortgage Lending, Financial Analysis, Credit, Portfolio Management, Wealth Management, Start-ups, Equities, Strategic Financial..., Strategic Planning, Asset Managment, Public Speaking, Leadership Development, Mutual Funds, Financial Modeling, Asset Management, Trading, Options, Teaching, Fundraising, Commodity, Sales, Asset Allocation, Technical Analysis, Financial Services
Education
Lake Forest College 2008 — 2008
Futures and Options Trading
University of Phoenix 2008 — 2008
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1985
MBA, Finance
University of Wisconsin-Madison 1979 — 1985
Master's Degree, Education, Curriculum and Instruction
University of Wisconsin 1971 — 1975
BS, History Education
Highland Park School District 113 January 2008 - Present
Institute for Financial Markets January 2010 - January 2011
Cantor Fitzgerald January 2004 - January 2005
Morgan Stanley January 2000 - January 2002
American Express January 1997 - January 2000
Peregrine Financial Group January 1994 - January 1997
Chicago Mercantile Exchange January 1985 - January 1993
Paine Webber, Jackson, and Curtis January 1979 - January 1985
Skills
Mortgage Lending, Financial Analysis, Credit, Portfolio Management, Wealth Management, Start-ups, Equities, Strategic Financial..., Strategic Planning, Asset Managment, Public Speaking, Leadership Development, Mutual Funds, Financial Modeling, Asset Management, Trading, Options, Teaching, Fundraising, Commodity, Sales, Asset Allocation, Technical Analysis, Financial Services
Education
Lake Forest College 2008 — 2008
Futures and Options Trading
University of Phoenix 2008 — 2008
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1985
MBA, Finance
University of Wisconsin-Madison 1979 — 1985
Master's Degree, Education, Curriculum and Instruction
University of Wisconsin 1971 — 1975
BS, History Education
Paul Kavanaugh Paul Kavanaugh's Peregrine Financial Group Experience 2005 - 2012
Job Director of Business Development
Industry Financial Services
Experience
FuturePath Trading, LLC August 2012 - Present
PFGBEST July 2009 - July 2012
Peregrine Financial Group 2005 - 2012
PFGBEST 2005 - 2010
PFGBEST 2005 - 2010
Skills
Series 3, Options, Currency, Hedging, Commodities, FX, Precious Metals, Trading, Portfolio Management, Financial Markets, Financial Analysis, Risk Management, Risk, Technical Analysis, Derivatives, Trading Systems, FX Options, Trading Strategies, ETFs, FINRA, Managed Futures, Electronic Trading, Equities, Commodity, Commodity Markets, Hedge Funds, Futures Trading, Bonds, Investments, Valuation, Capital Markets, Equity Trading, FX trading, Asset Management, Equity Derivatives, Alternative Investments, Investment Strategies, Fixed Income, Foreign Exchange, Financial Risk, Options Strategies, Mutual Funds, Traders, Bloomberg, Series 7, Securities, Proprietary Trading, Swaps, Asset Allocation, Structured Products
Education
Albion College 1986 — 1990
BA, Economics
Albion College
Bachelor's Degree Economics, Business/Managerial Economics
FuturePath Trading, LLC August 2012 - Present
PFGBEST July 2009 - July 2012
Peregrine Financial Group 2005 - 2012
PFGBEST 2005 - 2010
PFGBEST 2005 - 2010
Skills
Series 3, Options, Currency, Hedging, Commodities, FX, Precious Metals, Trading, Portfolio Management, Financial Markets, Financial Analysis, Risk Management, Risk, Technical Analysis, Derivatives, Trading Systems, FX Options, Trading Strategies, ETFs, FINRA, Managed Futures, Electronic Trading, Equities, Commodity, Commodity Markets, Hedge Funds, Futures Trading, Bonds, Investments, Valuation, Capital Markets, Equity Trading, FX trading, Asset Management, Equity Derivatives, Alternative Investments, Investment Strategies, Fixed Income, Foreign Exchange, Financial Risk, Options Strategies, Mutual Funds, Traders, Bloomberg, Series 7, Securities, Proprietary Trading, Swaps, Asset Allocation, Structured Products
Education
Albion College 1986 — 1990
BA, Economics
Albion College
Bachelor's Degree Economics, Business/Managerial Economics
Angela Duffy Angela Duffy's Peregrine Financial Group Experience 2004 - 2005
Job Visiting Research Specialist for the Resource Center for Autism and Developmental Delays (UICCenter for Literacy)
Industry Primary/Secondary Education
Experience
University of Illinois at Chicago July 2013 - Present
The Autism Program of Illinois October 2011 - July 2013
DHR International 2005 - 2007
Peregrine Financial Group 2004 - 2005
Skills
Photoshop, Microsoft Office, Wedding Photography, Teaching, Data Entry, Nonprofits, Event Planning, Research, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Community Outreach
Education
Western Governors University 2009 — 2011
Masters of Science, Special Education
Illinois Wesleyan University 1999 — 2003
Bachelor of Fine Arts, Photography
University of Illinois at Chicago July 2013 - Present
The Autism Program of Illinois October 2011 - July 2013
DHR International 2005 - 2007
Peregrine Financial Group 2004 - 2005
Skills
Photoshop, Microsoft Office, Wedding Photography, Teaching, Data Entry, Nonprofits, Event Planning, Research, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Community Outreach
Education
Western Governors University 2009 — 2011
Masters of Science, Special Education
Illinois Wesleyan University 1999 — 2003
Bachelor of Fine Arts, Photography
Grant Shimek Grant Shimek's Peregrine Financial Group Experience October 1998 - March 2003
Job Owner, Black Oak Financial, Inc.
Industry Financial Services
Experience
Black Oak Financial, Inc. August 2007 - Present
Russell Consulting Group 2003 - 2010
Peregrine Financial Group October 1998 - March 2003
Education
University of Northern Iowa 1993 — 1997
BA, Finance
Black Oak Financial, Inc. August 2007 - Present
Russell Consulting Group 2003 - 2010
Peregrine Financial Group October 1998 - March 2003
Education
University of Northern Iowa 1993 — 1997
BA, Finance
Brian Stahl Brian Stahl's Peregrine Financial Group Experience November 2005 - December 2006
Job Motivated Financial Services Consultant Who Enjoys a Challenge
Industry Financial Services
Experience
CUNA Mutual Group July 2011 - Present
Stahl Enterprises, LLC March 2012 - Present
CUNA Mutual Group December 2006 - July 2011
Peregrine Financial Group November 2005 - December 2006
Skills
Series 7, Content Managed Websites, Business Process..., Business Planning, Series 24, series 66, Property Management, Motivated self-starter, Challenge Driven, Microsoft Office, Relationship Management, Business Strategy, Financial Services, Financial Advisory, Insurance
Education
University of Northern Iowa 2004 — 2006
BA, Finance & Economics
CUNA Mutual Group July 2011 - Present
Stahl Enterprises, LLC March 2012 - Present
CUNA Mutual Group December 2006 - July 2011
Peregrine Financial Group November 2005 - December 2006
Skills
Series 7, Content Managed Websites, Business Process..., Business Planning, Series 24, series 66, Property Management, Motivated self-starter, Challenge Driven, Microsoft Office, Relationship Management, Business Strategy, Financial Services, Financial Advisory, Insurance
Education
University of Northern Iowa 2004 — 2006
BA, Finance & Economics
Noreen Gallery's Peregrine Financial Group Experience Sales AssistantKatz Media GroupJuly 2008 - July 2010
Job Business Development Support
Industry Financial Services
Experience
Peregrine Financial Group Sales AssistantKatz Media GroupJuly 2008 - July 2010
Skills
Social Media Marketing, Sales
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Peregrine Financial Group Sales AssistantKatz Media GroupJuly 2008 - July 2010
Skills
Social Media Marketing, Sales
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Frank Potenzo Frank Potenzo's Peregrine Financial Group Experience January 2001 - December 2012
Job
Industry Financial Services
Experience
IG March 2013 - Present
Peregrine Financial Group January 2001 - December 2012
Peregrine Financial Group January 1998 - January 2001
Skills
Trading, Electronic Trading, Commodity Markets, Commodity Risk..., Back Office, Trading Systems, Operations Management, Hedging, Foreign Exchange, Risk Management, Trading Strategies, Technical Analysis, Alternative Investments, Bonds, Financial Analysis, Asset Management, FX trading, Capital Markets, Financial Markets, Fixed Income, Series 7, Equity Trading, Hedge Funds, Portfolio Management, Investment Strategies, Currency, Investments, FINRA
Education
University of Iowa 1991 — 1993
Bachelor of Arts (BA), Economics
College of DuPage 1989 — 1991
General Studies
IG March 2013 - Present
Peregrine Financial Group January 2001 - December 2012
Peregrine Financial Group January 1998 - January 2001
Skills
Trading, Electronic Trading, Commodity Markets, Commodity Risk..., Back Office, Trading Systems, Operations Management, Hedging, Foreign Exchange, Risk Management, Trading Strategies, Technical Analysis, Alternative Investments, Bonds, Financial Analysis, Asset Management, FX trading, Capital Markets, Financial Markets, Fixed Income, Series 7, Equity Trading, Hedge Funds, Portfolio Management, Investment Strategies, Currency, Investments, FINRA
Education
University of Iowa 1991 — 1993
Bachelor of Arts (BA), Economics
College of DuPage 1989 — 1991
General Studies
Scott Davenport Scott Davenport's Peregrine Financial Group Experience December 2011 - September 2012
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch Wealth Management February 2013 - Present
Index Futures Group October 2012 - February 2013
Peregrine Financial Group December 2011 - September 2012
Global Leverage October 2010 - December 2011
Opportunities In Options September 1992 - October 2010
Rosenthal Collins Group July 1990 - September 1992
Harris-Feld June 1989 - July 1990
First Options of Chicago December 1987 - June 1989
Flynn Trading July 1986 - December 1987
A.G. Edwards April 1986 - July 1986
Skills
Options, Futures, Commodity Risk..., Technical Analysis, Risk Management, Option Pricing Models, Trading, Trading Systems, Elliott Wave Theory, Options Trading..., Commodity Trading, Market Analysis, Equity Derivatives, Currency Trading, Interest Rate..., Metals, Grains, Energy Derivatives, Pricing Strategy, Financial Analysis, Risk Assessment, Wealth Management, Commodity Markets, Foreign Exchange, Equities, Traders, Options Strategies, Grain, FX trading, Financial Markets, FINRA, Currency, Investments, Commodity, Trading Strategies, Financial Risk, FX Options, Alternative Investments, Equity Trading, Electronic Trading, Hedge Funds, Proprietary Trading, ETFs, Bonds, Derivatives, Hedging, Securities, Fixed Income, Investment Strategies, FX Trading
Education
East Tennessee State University 1981 — 1985
Bachelor of Business Administration (BBA), Marketing
Sevier County High School 1977 — 1981
Merrill Lynch Wealth Management February 2013 - Present
Index Futures Group October 2012 - February 2013
Peregrine Financial Group December 2011 - September 2012
Global Leverage October 2010 - December 2011
Opportunities In Options September 1992 - October 2010
Rosenthal Collins Group July 1990 - September 1992
Harris-Feld June 1989 - July 1990
First Options of Chicago December 1987 - June 1989
Flynn Trading July 1986 - December 1987
A.G. Edwards April 1986 - July 1986
Skills
Options, Futures, Commodity Risk..., Technical Analysis, Risk Management, Option Pricing Models, Trading, Trading Systems, Elliott Wave Theory, Options Trading..., Commodity Trading, Market Analysis, Equity Derivatives, Currency Trading, Interest Rate..., Metals, Grains, Energy Derivatives, Pricing Strategy, Financial Analysis, Risk Assessment, Wealth Management, Commodity Markets, Foreign Exchange, Equities, Traders, Options Strategies, Grain, FX trading, Financial Markets, FINRA, Currency, Investments, Commodity, Trading Strategies, Financial Risk, FX Options, Alternative Investments, Equity Trading, Electronic Trading, Hedge Funds, Proprietary Trading, ETFs, Bonds, Derivatives, Hedging, Securities, Fixed Income, Investment Strategies, FX Trading
Education
East Tennessee State University 1981 — 1985
Bachelor of Business Administration (BBA), Marketing
Sevier County High School 1977 — 1981
Kelly Richter Kelly Richter's Peregrine Financial Group Experience February 2004 - June 2004
Job Business Analyst for Strategic Procurement at The University of Colorado
Industry Education Management
Experience
University of Colorado November 2012 - Present
Westwood College January 2012 - December 2012
College of Mount St. Joseph September 2010 - December 2011
Westwood College July 2004 - May 2010
Peregrine Financial Group February 2004 - June 2004
University of Northern Iowa February 2002 - December 2003
Skills
Access, Visio, Microsoft Excel, PeopleSoft, Microsoft Office, SPSS, Microsoft Word, SQL, SharePoint, Cognos, Software Engineering, Automobile, Tableau, Image Now, SRM, Finance, Campus, Higher Education, Data Analysis, Outlook, Budgets, Project Planning, Enrollment Management, Business Intelligence, Business Process, Fundraising
Education
University of Northern Iowa 2002 — 2004
Bachelors, Finance
University of Colorado November 2012 - Present
Westwood College January 2012 - December 2012
College of Mount St. Joseph September 2010 - December 2011
Westwood College July 2004 - May 2010
Peregrine Financial Group February 2004 - June 2004
University of Northern Iowa February 2002 - December 2003
Skills
Access, Visio, Microsoft Excel, PeopleSoft, Microsoft Office, SPSS, Microsoft Word, SQL, SharePoint, Cognos, Software Engineering, Automobile, Tableau, Image Now, SRM, Finance, Campus, Higher Education, Data Analysis, Outlook, Budgets, Project Planning, Enrollment Management, Business Intelligence, Business Process, Fundraising
Education
University of Northern Iowa 2002 — 2004
Bachelors, Finance
G Scott Walters's Peregrine Financial Group Experience October 2001 - June 2005
Job IT Supervisor at Capella University
Industry E-Learning
Experience
Capella University August 2015 - Present
Capella University February 2007 - Present
Interplastic Corporation June 2005 - February 2007
Peregrine Financial Group October 2001 - June 2005
Skills
PL/SQL, Linux, Shell Scripting, Solaris, SNMP, Database Administration, SQL, Oracle SQL, Oracle, Networking, Software Documentation, Software Development, Perl, Microsoft SQL Server, Troubleshooting, ERP
Education
Capella University 2013 — 2015
University of Northern Iowa 1995 — 2000
Capella University August 2015 - Present
Capella University February 2007 - Present
Interplastic Corporation June 2005 - February 2007
Peregrine Financial Group October 2001 - June 2005
Skills
PL/SQL, Linux, Shell Scripting, Solaris, SNMP, Database Administration, SQL, Oracle SQL, Oracle, Networking, Software Documentation, Software Development, Perl, Microsoft SQL Server, Troubleshooting, ERP
Education
Capella University 2013 — 2015
University of Northern Iowa 1995 — 2000
Katie Koelling's Peregrine Financial Group Experience February 2011 - April 2012
Job
Industry Law Practice
Experience
Pearson Education August 2012 - Present
Peregrine Financial Group February 2011 - April 2012
Peregrine Financial Group January 2010 - April 2012
University of Colorado Juvenile Law Clinic August 2008 - May 2009
Skills
Vendor Contracts, Contract Negotiation, Software License..., Open Source Licensing, Contract Management, Legal Research, Legal Writing
Education
University of Colorado School of Law 2006 — 2009
Doctor of Law (J.D.)
University of Colorado Denver
Bachelor of Arts (B.A.), English
Pearson Education August 2012 - Present
Peregrine Financial Group February 2011 - April 2012
Peregrine Financial Group January 2010 - April 2012
University of Colorado Juvenile Law Clinic August 2008 - May 2009
Skills
Vendor Contracts, Contract Negotiation, Software License..., Open Source Licensing, Contract Management, Legal Research, Legal Writing
Education
University of Colorado School of Law 2006 — 2009
Doctor of Law (J.D.)
University of Colorado Denver
Bachelor of Arts (B.A.), English
Hussain Alyousef's Peregrine Financial Group Experience October 2011 - May 2012
Job
Industry Information Technology and Services
Experience
Peregrine Financial Group October 2011 - May 2012
Dream Phone Inc. April 2003 - August 2008
Skills
Research, Photoshop, Teaching, Public Speaking, Budgets, C++, Negotiation, Editing, C, HTML, Drupal, Wordpress, Visual Basic, Visual Studio, System Development Life..., CSS, PHP, SQL, JavaScript, Python
Education
University of Northern Iowa 2008 — 2012
Bachelor's degree, Management Information Systems, General
Peregrine Financial Group October 2011 - May 2012
Dream Phone Inc. April 2003 - August 2008
Skills
Research, Photoshop, Teaching, Public Speaking, Budgets, C++, Negotiation, Editing, C, HTML, Drupal, Wordpress, Visual Basic, Visual Studio, System Development Life..., CSS, PHP, SQL, JavaScript, Python
Education
University of Northern Iowa 2008 — 2012
Bachelor's degree, Management Information Systems, General
James M. Gangloff, MBA James M. Gangloff, MBA's Peregrine Financial Group Experience January 2009 - January 2011
Job Registered Investment Advisor at JGA Wealth Management, LLC
Industry Financial Services
Experience
JGA Financials, LLC January 2010 - Present
JGA Health Solutions, LLC 2013 - Present
JGA Wealth Management, LLC 2014 - Present
Peregrine Financial Group January 2009 - January 2011
Advanced Equities (Transitioned from CIG) January 2007 - December 2008
Cincinnati Strategic Assets January 2004 - December 2006
Schaeffer's Investment Research January 2002 - February 2004
Morgan Stanley August 1999 - December 2000
Skills
Equities, Portfolio Management, Asset Allocation, direct sales, Consultative Selling, Consultation, Managed Futures, Futures, Bonds, Private Equity, Venture Capital, Financial Planning, Financial Analysis, Financial Markets, Hedging, Mutual Funds, ETFs, Derivatives, Equity Sales, Annuities, Fixed Annuities, Insurance, Employee Benefits, Market Analysis, Trading, Equity Trading, Portfolio Strategy, Portfolio Optimization, REITs, Spreads, Efficiency Management, Life Insurance, Estate Planning, Estate Tax Planning, Income Generation, Income Protection, Sales Growth, Diversification, Wealth Accumulation, Wealth Preservation, Wealth Transfer Planning, Wealth Management, Wealth Preservation..., Tax Analysis, Estate Preservation, Options, Finance, Medicare, Financial Services, Investments
Education
Xavier University - School of Business Administration
MBA, Accounting Concentration
Miami University 1995 — 1999
B.S. IN BUSINESS ADMINISTRATION, Marketing Major & Finance Minor
St. Xavier High 1991 — 1995
Honors Grad, College Preparatory High School - General Studies
JGA Financials, LLC January 2010 - Present
JGA Health Solutions, LLC 2013 - Present
JGA Wealth Management, LLC 2014 - Present
Peregrine Financial Group January 2009 - January 2011
Advanced Equities (Transitioned from CIG) January 2007 - December 2008
Cincinnati Strategic Assets January 2004 - December 2006
Schaeffer's Investment Research January 2002 - February 2004
Morgan Stanley August 1999 - December 2000
Skills
Equities, Portfolio Management, Asset Allocation, direct sales, Consultative Selling, Consultation, Managed Futures, Futures, Bonds, Private Equity, Venture Capital, Financial Planning, Financial Analysis, Financial Markets, Hedging, Mutual Funds, ETFs, Derivatives, Equity Sales, Annuities, Fixed Annuities, Insurance, Employee Benefits, Market Analysis, Trading, Equity Trading, Portfolio Strategy, Portfolio Optimization, REITs, Spreads, Efficiency Management, Life Insurance, Estate Planning, Estate Tax Planning, Income Generation, Income Protection, Sales Growth, Diversification, Wealth Accumulation, Wealth Preservation, Wealth Transfer Planning, Wealth Management, Wealth Preservation..., Tax Analysis, Estate Preservation, Options, Finance, Medicare, Financial Services, Investments
Education
Xavier University - School of Business Administration
MBA, Accounting Concentration
Miami University 1995 — 1999
B.S. IN BUSINESS ADMINISTRATION, Marketing Major & Finance Minor
St. Xavier High 1991 — 1995
Honors Grad, College Preparatory High School - General Studies
Shanna Palmersheim's Peregrine Financial Group Experience 2007 - 2008
Job Senior Attorney Consultant Investment Management at Various Firms
Industry Law Practice
Experience
Various Firms 2014 - Present
Harbor Capital Advisors August 2011 - May 2014
Northern Trust May 2008 - August 2011
Peregrine Financial Group 2007 - 2008
Harley Davidson Financial Services 2005 - 2007
State Street 1999 - 2002
Skills
Securities, Finance, Corporate Law, Due Diligence, Corporate Governance, Securities Regulation, Investments, Financial Services, Mutual Funds, Risk Management, Insurance, Accounting, FINRA, Portfolio Management
Education
Northwestern University
Biology/Chemistry
University of Iowa College of Law 2002 — 2005
Doctor of Law (J.D.)
Northwestern University 2009 — 2011
Accounting, CPA Exam Preparation
University of Northern Iowa
Bachelor of Arts (B.A.), Business Administration; Economics
Various Firms 2014 - Present
Harbor Capital Advisors August 2011 - May 2014
Northern Trust May 2008 - August 2011
Peregrine Financial Group 2007 - 2008
Harley Davidson Financial Services 2005 - 2007
State Street 1999 - 2002
Skills
Securities, Finance, Corporate Law, Due Diligence, Corporate Governance, Securities Regulation, Investments, Financial Services, Mutual Funds, Risk Management, Insurance, Accounting, FINRA, Portfolio Management
Education
Northwestern University
Biology/Chemistry
University of Iowa College of Law 2002 — 2005
Doctor of Law (J.D.)
Northwestern University 2009 — 2011
Accounting, CPA Exam Preparation
University of Northern Iowa
Bachelor of Arts (B.A.), Business Administration; Economics
Jason Buettner's Peregrine Financial Group Experience 2009 - July 2012
Job Web Manager/Lead Developer at Scrip Companies
Industry Financial Services
Experience
Bitco-Global July 2015 - Present
Scrip Companies July 2012 - July 2015
PFGBEST 2010 - July 2012
PFG Best July 2009 - July 2012
Peregrine Financial Group 2009 - July 2012
Alaron Trading March 2008 - July 2012
Darwill Press March 2004 - March 2008
United Airlines 2000 - 2001
Skills
Microsoft SQL Server, Technical Analysis, C#, AJAX, SQL, Options, JavaScript, ASP.NET, CSS, .NET, Web Development, HTML, Visual Studio, XML, ASP, jQuery, Database Design, VB.NET, Web Design, T-SQL, PHP, ADO.NET, SSRS, WCF, SharePoint
Education
DePaul University 2006 — 2009
BIT, Business Information
Homewood Floosmoor
Bitco-Global July 2015 - Present
Scrip Companies July 2012 - July 2015
PFGBEST 2010 - July 2012
PFG Best July 2009 - July 2012
Peregrine Financial Group 2009 - July 2012
Alaron Trading March 2008 - July 2012
Darwill Press March 2004 - March 2008
United Airlines 2000 - 2001
Skills
Microsoft SQL Server, Technical Analysis, C#, AJAX, SQL, Options, JavaScript, ASP.NET, CSS, .NET, Web Development, HTML, Visual Studio, XML, ASP, jQuery, Database Design, VB.NET, Web Design, T-SQL, PHP, ADO.NET, SSRS, WCF, SharePoint
Education
DePaul University 2006 — 2009
BIT, Business Information
Homewood Floosmoor
Bruce Pollack's Peregrine Financial Group Experience September 2006 - Present
Job Forex Director at Peregrine Financial Group
Industry Investment Management
Experience
Peregrine Financial Group September 2006 - Present
R. J. O'Brien 2003 - 2005
Refco 1999 - 2003
Lind-Waldock 1975 - 2000
Skills
FX Options, Electronic Trading, Trading Systems, Currency, Options, Trading, FX trading, Managed Futures, Derivatives, Commodity, Hedge Funds, Financial Markets, Hedging, Equities, Trading Strategies, Proprietary Trading, Alternative Investments, Equity Trading, Foreign Exchange, Market Data, Traders, Prime Brokerage, Series 7, Fixed Income, Structured Products, Commodity Markets, Bonds, Investments, Investment Strategies, Bloomberg, Investment Management, Technical Analysis, Swaps, Capital Markets, FINRA, Series 63, Risk Management, Market Making, Financial Risk, Portfolio Management, Options Strategies, Securities, Interest Rate..., ETFs, Global Macro, Asset Management, FX Trading, Equity Derivatives, Back Office, Volatility
Education
University of Illinois at Urbana-Champaign
Peregrine Financial Group September 2006 - Present
R. J. O'Brien 2003 - 2005
Refco 1999 - 2003
Lind-Waldock 1975 - 2000
Skills
FX Options, Electronic Trading, Trading Systems, Currency, Options, Trading, FX trading, Managed Futures, Derivatives, Commodity, Hedge Funds, Financial Markets, Hedging, Equities, Trading Strategies, Proprietary Trading, Alternative Investments, Equity Trading, Foreign Exchange, Market Data, Traders, Prime Brokerage, Series 7, Fixed Income, Structured Products, Commodity Markets, Bonds, Investments, Investment Strategies, Bloomberg, Investment Management, Technical Analysis, Swaps, Capital Markets, FINRA, Series 63, Risk Management, Market Making, Financial Risk, Portfolio Management, Options Strategies, Securities, Interest Rate..., ETFs, Global Macro, Asset Management, FX Trading, Equity Derivatives, Back Office, Volatility
Education
University of Illinois at Urbana-Champaign
Megan Milliken Biven's Peregrine Financial Group Experience March 2006 - October 2006
Job Public Policy Professional
Industry Public Policy
Experience
Bureau of Ocean Energy Management, Regulation, and Enforcement August 2010 - Present
Lake Pontchartrain Basin Foundation January 2012 - June 2012
City of New Orleans June 2009 - August 2009
Gulf Restoration Network February 2008 - August 2008
Stocks, Futures and Options Magazine October 2006 - June 2007
Peregrine Financial Group March 2006 - October 2006
Rauch-Milliken International May 2001 - August 2003
Skills
Policy Analysis, Public Policy, Environmental Policy, Research, Government, Grant Writing, Grants, Policy, Water Resources, Non-profits, Editing, Community Outreach, Politics, Microsoft Office, Data Analysis, Fundraising, Public Speaking, Event Planning, Social Media, Public Relations, Media Relations, Legal Research, Wetlands, Oil/Gas, Renewable Energy Policy, Coastal Management, Cost Benefit, Program Evaluation, NEPA, Socio-economic Research, Environmental Justice, Energy Policy
Education
University of Chicago 2008 — 2010
Public Policy
Loyola University of Chicago 2001 — 2005
B.A., English Language and Literature/Letters Minor: Religious Studies & Philosophy
St. Mary's Dominican High School 1997 — 2001
Bureau of Ocean Energy Management, Regulation, and Enforcement August 2010 - Present
Lake Pontchartrain Basin Foundation January 2012 - June 2012
City of New Orleans June 2009 - August 2009
Gulf Restoration Network February 2008 - August 2008
Stocks, Futures and Options Magazine October 2006 - June 2007
Peregrine Financial Group March 2006 - October 2006
Rauch-Milliken International May 2001 - August 2003
Skills
Policy Analysis, Public Policy, Environmental Policy, Research, Government, Grant Writing, Grants, Policy, Water Resources, Non-profits, Editing, Community Outreach, Politics, Microsoft Office, Data Analysis, Fundraising, Public Speaking, Event Planning, Social Media, Public Relations, Media Relations, Legal Research, Wetlands, Oil/Gas, Renewable Energy Policy, Coastal Management, Cost Benefit, Program Evaluation, NEPA, Socio-economic Research, Environmental Justice, Energy Policy
Education
University of Chicago 2008 — 2010
Public Policy
Loyola University of Chicago 2001 — 2005
B.A., English Language and Literature/Letters Minor: Religious Studies & Philosophy
St. Mary's Dominican High School 1997 — 2001
David Mullis's Peregrine Financial Group Experience October 2001 - May 2002
Job Trading Delivery Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2012 - Present
thinkorswim March 2011 - July 2012
RealTick LLC. ConvergEx 2009 - January 2011
Townsend Analytics / RealTick 2005 - 2009
Townsend Analytics/RealTick 2002 - 2005
Peregrine Financial Group October 2001 - May 2002
TD Waterhouse 1999 - 2001
Skills
Projects, Trading, Electronic Trading, Project Management, Technical Documentation, Options, Trading Systems, Equities, Asset Management, Software Documentation, Market Data, FX Options, Risk Management, Software Project..., Low Latency, Derivatives, FINRA, Financial Markets, Hedge Funds, Financial Risk, Fixed Income, Equity Trading, Technical Analysis, Order Management, Capital Markets, Financial Services, Exchange Connectivity, Back Office, Securities, Middle Office, Equity Derivatives, Portfolio Management, Trading Strategies, ETFs, Series 63, Investment Banking, Foreign Exchange, Bloomberg
Education
University of Alabama 1993 — 1998
Washington High School 1989 — 1993
Bank of America Merrill Lynch July 2012 - Present
thinkorswim March 2011 - July 2012
RealTick LLC. ConvergEx 2009 - January 2011
Townsend Analytics / RealTick 2005 - 2009
Townsend Analytics/RealTick 2002 - 2005
Peregrine Financial Group October 2001 - May 2002
TD Waterhouse 1999 - 2001
Skills
Projects, Trading, Electronic Trading, Project Management, Technical Documentation, Options, Trading Systems, Equities, Asset Management, Software Documentation, Market Data, FX Options, Risk Management, Software Project..., Low Latency, Derivatives, FINRA, Financial Markets, Hedge Funds, Financial Risk, Fixed Income, Equity Trading, Technical Analysis, Order Management, Capital Markets, Financial Services, Exchange Connectivity, Back Office, Securities, Middle Office, Equity Derivatives, Portfolio Management, Trading Strategies, ETFs, Series 63, Investment Banking, Foreign Exchange, Bloomberg
Education
University of Alabama 1993 — 1998
Washington High School 1989 — 1993
Jessica Duggins's Peregrine Financial Group Experience July 2002 - December 2004
Job Test Engineering Director at Trading Technologies
Industry Computer Software
Experience
Trading Technologies January 2005 - Present
Peregrine Financial Group July 2002 - December 2004
CBOE June 2001 - June 2002
Skills
Test Automation, Software Quality..., Test Planning, Testing, Quality Center, SilkTest, Requirements Analysis, User Acceptance Testing, Test Cases, Agile Testing, Agile Methodologies, Regression Testing, Test Management, SDLC, Manual Testing, Python, C#, Process Improvement, SQL, Visual Studio, C++, System Testing
Education
University of Illinois at Chicago 1999 — 2002
Bachelor of Arts (B.A.)
College of Lake County 1995 — 1997
Associate of Arts (A.A.)
Lake Zurich Senior High 1990 — 1995
Trading Technologies January 2005 - Present
Peregrine Financial Group July 2002 - December 2004
CBOE June 2001 - June 2002
Skills
Test Automation, Software Quality..., Test Planning, Testing, Quality Center, SilkTest, Requirements Analysis, User Acceptance Testing, Test Cases, Agile Testing, Agile Methodologies, Regression Testing, Test Management, SDLC, Manual Testing, Python, C#, Process Improvement, SQL, Visual Studio, C++, System Testing
Education
University of Illinois at Chicago 1999 — 2002
Bachelor of Arts (B.A.)
College of Lake County 1995 — 1997
Associate of Arts (A.A.)
Lake Zurich Senior High 1990 — 1995
Jeremy Sherwood's Peregrine Financial Group Experience February 2007 - April 2008
Job Broker Dealer Supervisor at MetLife
Industry Financial Services
Experience
MetLife August 2013 - Present
MetLife Financial Services March 2010 - August 2013
Edward Jones July 2009 - March 2011
ESIS July 2008 - November 2009
Ace Group July 2008 - July 2009
Peregrine Financial Group February 2007 - April 2008
Education
University of Northern Iowa 2004 — 2008
Bachelors, Finance
University of Northern Iowa
Bachelor of Arts, Finance; Financial Management
MetLife August 2013 - Present
MetLife Financial Services March 2010 - August 2013
Edward Jones July 2009 - March 2011
ESIS July 2008 - November 2009
Ace Group July 2008 - July 2009
Peregrine Financial Group February 2007 - April 2008
Education
University of Northern Iowa 2004 — 2008
Bachelors, Finance
University of Northern Iowa
Bachelor of Arts, Finance; Financial Management
Arthur Roth's Peregrine Financial Group Experience November 2003 - March 2004
Job Accomplished professional with over 10 years in the derivative markets, clearing process and relationship management.
Industry Financial Services
Experience
Batteries Plus Bulbs September 2013 - Present
Work Source Oregon September 2012 - December 2012
Easter Seals, Inc. April 2012 - September 2012
Western & Southern Financial Group August 2006 - January 2008
Peregrine Financial Group November 2003 - March 2004
Barclays Capital Markets August 2001 - May 2003
Merrill Lynch September 1993 - October 2000
Merrill Lynch August 1988 - September 1993
Skills
Financial Markets, Trading, Derivatives, Risk Management, Fixed Income, Options, Bloomberg, Hedge Funds, Financial Services, Securities, Finance, Series 7, Technical Analysis, Investments, Commodity, Financial Risk, Asset Management, Portfolio Management, Banking, Relationship Management, Brokerage, FINRA, Capital Markets, Wealth Management, PowerPoint, Leadership, Hedging, Mutual Funds, Emerging Markets, Insurance, Business Development, Economics, Trading Systems, Equity Trading, Financial Analysis, Bonds, Electronic Trading, Employee Training, Interviews, Employee Benefits, Human Resources, Strategic Financial..., Asset Allocation, Investment Advisory, Commodities, Compliance, Risk, Senior Relationship..., Series 3, Back Office
Education
Illinois Institute of Technology 1998 — 2000
Continuing studies on financial markets
The University of New Mexico 1974 — 1979
Bachelor of Arts, Economics
Batteries Plus Bulbs September 2013 - Present
Work Source Oregon September 2012 - December 2012
Easter Seals, Inc. April 2012 - September 2012
Western & Southern Financial Group August 2006 - January 2008
Peregrine Financial Group November 2003 - March 2004
Barclays Capital Markets August 2001 - May 2003
Merrill Lynch September 1993 - October 2000
Merrill Lynch August 1988 - September 1993
Skills
Financial Markets, Trading, Derivatives, Risk Management, Fixed Income, Options, Bloomberg, Hedge Funds, Financial Services, Securities, Finance, Series 7, Technical Analysis, Investments, Commodity, Financial Risk, Asset Management, Portfolio Management, Banking, Relationship Management, Brokerage, FINRA, Capital Markets, Wealth Management, PowerPoint, Leadership, Hedging, Mutual Funds, Emerging Markets, Insurance, Business Development, Economics, Trading Systems, Equity Trading, Financial Analysis, Bonds, Electronic Trading, Employee Training, Interviews, Employee Benefits, Human Resources, Strategic Financial..., Asset Allocation, Investment Advisory, Commodities, Compliance, Risk, Senior Relationship..., Series 3, Back Office
Education
Illinois Institute of Technology 1998 — 2000
Continuing studies on financial markets
The University of New Mexico 1974 — 1979
Bachelor of Arts, Economics
Greg Handrahan's Peregrine Financial Group Experience August 2006 - December 2006
Job Institutional Retirement Specialist | MBA Candidate at NYU Stern
Industry Investment Management
Experience
AllianceBernstein March 2011 - Present
Chepenik Financial, LPL Financial March 2007 - March 2011
Peregrine Financial Group August 2006 - December 2006
CHB Securities July 2005 - August 2005
Skills
Investments, Liquidity Risk, Series 7, Mutual Funds, Capital Budgeting, Financial Modeling, Series 63, Retirement, Finance, Asset Allocation, Bloomberg, Equities, Alternative Investments, Fixed Income, Hedge Funds
Education
The University of Chicago Booth School of Business 2014 — 2015
New York University - Leonard N. Stern School of Business 2012 — 2015
Master of Business Administration (MBA)
Rollins College 2003 — 2007
BA, International Business
AllianceBernstein March 2011 - Present
Chepenik Financial, LPL Financial March 2007 - March 2011
Peregrine Financial Group August 2006 - December 2006
CHB Securities July 2005 - August 2005
Skills
Investments, Liquidity Risk, Series 7, Mutual Funds, Capital Budgeting, Financial Modeling, Series 63, Retirement, Finance, Asset Allocation, Bloomberg, Equities, Alternative Investments, Fixed Income, Hedge Funds
Education
The University of Chicago Booth School of Business 2014 — 2015
New York University - Leonard N. Stern School of Business 2012 — 2015
Master of Business Administration (MBA)
Rollins College 2003 — 2007
BA, International Business
Dave Heltmach's Peregrine Financial Group Experience June 2000 - April 2003
Job Principal at Manduca Trading LLC
Industry Financial Services
Experience
Manduca Trading LLC April 2002 - Present
Peregrine Financial Group June 2000 - April 2003
Rand Financial Services 1994 - 2000
Skills
Options, Commodity, Hedging, Trading, Equities, Derivatives, Equity Trading, Stocks, Alternative Investments, Series 7, Series 63, Futures Trading, Prime Brokerage, Volatility, Managed Futures, Financial Markets, Trading Strategies, Technical Analysis, FX trading, Currency, FX Options, Electronic Trading, Proprietary Trading, Trading Systems, FINRA, Foreign Exchange, ETFs, Hedge Funds, Bonds, Business Development, Commodity Markets, Investment Strategies, Equity Derivatives, Investments, Securities, Fixed Income, Market Data, Bloomberg, Structured Products, Traders
Education
University of Illinois at Chicago 1986 — 1991
Manduca Trading LLC April 2002 - Present
Peregrine Financial Group June 2000 - April 2003
Rand Financial Services 1994 - 2000
Skills
Options, Commodity, Hedging, Trading, Equities, Derivatives, Equity Trading, Stocks, Alternative Investments, Series 7, Series 63, Futures Trading, Prime Brokerage, Volatility, Managed Futures, Financial Markets, Trading Strategies, Technical Analysis, FX trading, Currency, FX Options, Electronic Trading, Proprietary Trading, Trading Systems, FINRA, Foreign Exchange, ETFs, Hedge Funds, Bonds, Business Development, Commodity Markets, Investment Strategies, Equity Derivatives, Investments, Securities, Fixed Income, Market Data, Bloomberg, Structured Products, Traders
Education
University of Illinois at Chicago 1986 — 1991
Susan E. Courtright's Peregrine Financial Group Experience November 2009 - July 2012
Job GHOSTWRITER of Fiction and NonFiction at The Courtright Company
Industry Entertainment
Experience
The Argonaut March 2014 - Present
The Courtright Company February 2013 - Present
The Courtright Company - cinema international January 1985 - April 2014
Santa Monica Public Library 2006 - 2014
UCLA Alumni Association 1969 - 2014
Wendy Greuel for Mayor of Los Angeles 2012 - 2013
Peregrine Financial Group November 2009 - July 2012
National Futures Association April 1984 - July 2012
Organizing for America 2011 - 2012
Global Futures Group June 2007 - September 2008
Skills
Journalism, Online Journalism, Newspaper, Editorial, Business Journalism, Screenwriting, Screenwriter, Television, Creative Writing, Criminal Investigations, Criminology, Roman history, American History, Teaching English as a..., English Literature, English grammar, Newspapers, Blogging, Copywriting, Editing, Film, Social Networking, Copy Editing, Film Production, Social Media, Management, Public Speaking, Public Relations, Research, Books, Marketing, Critical Thinking, Digital Media, Publications, Entrepreneurship, Social Media Marketing, Interviews, Proofreading, Event Planning, Fundraising, Portfolio Management, Online Marketing, Training, Marketing Communications, Teaching, Nonprofits, PowerPoint, Microsoft Word, Financial Markets, Motivational Speaking
Education
UCLA 2003 — 2010
Screenwriters on Screenwriting, Adult and Continuing Education and Teaching
Cabrillo College 1992 — 1994
Guest Lecturer, Screenwriting
Boston University Satellite Program 1977 — 1979
European study, Statistics, Criminology, 4+
New Mexico State University 1975 — 1976
Guest Lecturer, Argumentation/Debate Communications Program, Adult Education
UCLA - Letters and Science 1969 1964 — 1969
Bachelor's degree, Communications & Psychology
University of Oklahoma - graduation studies
Communication, Journalism, and Related Programs
The Argonaut March 2014 - Present
The Courtright Company February 2013 - Present
The Courtright Company - cinema international January 1985 - April 2014
Santa Monica Public Library 2006 - 2014
UCLA Alumni Association 1969 - 2014
Wendy Greuel for Mayor of Los Angeles 2012 - 2013
Peregrine Financial Group November 2009 - July 2012
National Futures Association April 1984 - July 2012
Organizing for America 2011 - 2012
Global Futures Group June 2007 - September 2008
Skills
Journalism, Online Journalism, Newspaper, Editorial, Business Journalism, Screenwriting, Screenwriter, Television, Creative Writing, Criminal Investigations, Criminology, Roman history, American History, Teaching English as a..., English Literature, English grammar, Newspapers, Blogging, Copywriting, Editing, Film, Social Networking, Copy Editing, Film Production, Social Media, Management, Public Speaking, Public Relations, Research, Books, Marketing, Critical Thinking, Digital Media, Publications, Entrepreneurship, Social Media Marketing, Interviews, Proofreading, Event Planning, Fundraising, Portfolio Management, Online Marketing, Training, Marketing Communications, Teaching, Nonprofits, PowerPoint, Microsoft Word, Financial Markets, Motivational Speaking
Education
UCLA 2003 — 2010
Screenwriters on Screenwriting, Adult and Continuing Education and Teaching
Cabrillo College 1992 — 1994
Guest Lecturer, Screenwriting
Boston University Satellite Program 1977 — 1979
European study, Statistics, Criminology, 4+
New Mexico State University 1975 — 1976
Guest Lecturer, Argumentation/Debate Communications Program, Adult Education
UCLA - Letters and Science 1969 1964 — 1969
Bachelor's degree, Communications & Psychology
University of Oklahoma - graduation studies
Communication, Journalism, and Related Programs
Gabrielle Throndson's Peregrine Financial Group Experience October 2007 - May 2009
Job Intern at Red Door Company
Industry Real Estate
Experience
Red Door Company May 2009 - Present
Peregrine Financial Group October 2007 - May 2009
Education
University of Northern Iowa 2006 — 2009
Red Door Company May 2009 - Present
Peregrine Financial Group October 2007 - May 2009
Education
University of Northern Iowa 2006 — 2009
Jeff Cranston's Peregrine Financial Group Experience 2000 - 2003
Job Senior Director, OTC Products at CME Group
Industry Financial Services
Experience
CME Group March 2013 - Present
UBS Investment Bank February 2005 - January 2013
UBS Investment Bank 2005 - 2010
Citigroup Global Markets 2003 - 2005
Peregrine Financial Group 2000 - 2003
Skills
Equities, Prime Brokerage, Options, Derivatives, Series 7, Series 63, Series 3, Dodd-Frank Regulation, Relationship Management, Sales, Derivative Operations, Management, Technology Solutions, Negotiation, OTC Clearing, Exchange Traded..., Superior Client Service, FINRA, Client Services, Electronic Trading, Back Office, Financial Markets, Collateral Management, Trading Systems, Trading, Interest Rate..., Risk Management, Hedge Funds, Commodity, Securities Lending, Credit Derivatives, Middle Office, Swaps, Equity Derivatives, FX Options, Securities, Fixed Income
Education
Augustana College 1996 — 2000
Bachelor of Business Administration (BBA), Finance & Management
CME Group March 2013 - Present
UBS Investment Bank February 2005 - January 2013
UBS Investment Bank 2005 - 2010
Citigroup Global Markets 2003 - 2005
Peregrine Financial Group 2000 - 2003
Skills
Equities, Prime Brokerage, Options, Derivatives, Series 7, Series 63, Series 3, Dodd-Frank Regulation, Relationship Management, Sales, Derivative Operations, Management, Technology Solutions, Negotiation, OTC Clearing, Exchange Traded..., Superior Client Service, FINRA, Client Services, Electronic Trading, Back Office, Financial Markets, Collateral Management, Trading Systems, Trading, Interest Rate..., Risk Management, Hedge Funds, Commodity, Securities Lending, Credit Derivatives, Middle Office, Swaps, Equity Derivatives, FX Options, Securities, Fixed Income
Education
Augustana College 1996 — 2000
Bachelor of Business Administration (BBA), Finance & Management
Christina Shih's Peregrine Financial Group Experience September 2010 - May 2012
Job Administrative Assistant III at Financial Aid Office at UCSD
Industry Financial Services
Experience
Financial Aid Office- at UCSD May 2015 - Present
University of California, San Diego July 2014 - May 2015
TD Ameritrade May 2013 - May 2014
Peregrine Financial Group September 2010 - May 2012
Camarillo Art Center March 2010 - May 2010
Homewood Suites by Hilton Daphne, AL December 2009 - May 2010
BCBGMAXAZRIAGROUP November 2009 - March 2010
RFC Productions December 2009 - February 2010
The Multicultural Center at UCSB September 2006 - June 2007
Model United Nations at York University January 2001 - January 2002
Skills
Sales, Photoshop, Facebook, Microsoft Excel, Microsoft Word, Social Media Marketing, Program Management, Microsoft Office, Invoicing, Finance, Data Entry, Executive Reporting, Client Service Oriented, Investigative Reporting, Operational Risk..., Investment Advisory..., Event Planning, Corporate Events, Data Management, Data Analysis, Detailed Organization, Customer Service, SEC filings, Office Administration, Graphic Design, Troubleshooting, Sales Force Development, Social Media, Constant Contact, GoDaddy, Multitasking Skills, Mandarin, Japanese, Interior Design, Architecture, Cisco Technologies, NCS contact
Education
UC Santa Barbara 2005 — 2009
B.A, Art History (Architecture & Environment)
Financial Aid Office- at UCSD May 2015 - Present
University of California, San Diego July 2014 - May 2015
TD Ameritrade May 2013 - May 2014
Peregrine Financial Group September 2010 - May 2012
Camarillo Art Center March 2010 - May 2010
Homewood Suites by Hilton Daphne, AL December 2009 - May 2010
BCBGMAXAZRIAGROUP November 2009 - March 2010
RFC Productions December 2009 - February 2010
The Multicultural Center at UCSB September 2006 - June 2007
Model United Nations at York University January 2001 - January 2002
Skills
Sales, Photoshop, Facebook, Microsoft Excel, Microsoft Word, Social Media Marketing, Program Management, Microsoft Office, Invoicing, Finance, Data Entry, Executive Reporting, Client Service Oriented, Investigative Reporting, Operational Risk..., Investment Advisory..., Event Planning, Corporate Events, Data Management, Data Analysis, Detailed Organization, Customer Service, SEC filings, Office Administration, Graphic Design, Troubleshooting, Sales Force Development, Social Media, Constant Contact, GoDaddy, Multitasking Skills, Mandarin, Japanese, Interior Design, Architecture, Cisco Technologies, NCS contact
Education
UC Santa Barbara 2005 — 2009
B.A, Art History (Architecture & Environment)
Nicholas Pittari's Peregrine Financial Group Experience June 2010 - July 2010
Job Real Estate Associate at StreetLevel Investments
Industry Real Estate
Experience
StreetLevel Investments November 2014 - Present
StreetLevel Investments February 2014 - Present
Cypress Equities July 2012 - February 2014
SRS Real Estate Partners January 2012 - July 2012
Duncan-Williams, Inc. May 2011 - July 2011
Phoros Accountancy September 2010 - December 2010
Peregrine Financial Group June 2010 - July 2010
Rollins College Office of Residential Life August 2009 - May 2010
Merrill Lynch January 2000 - February 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Argus Modeling, Financial Analysis, Financial Modeling, Real Estate Development, Commercial Real Estate, Real Estate, Investments, Data Analysis, Valuation, Portfolio Management, Finance, Public Speaking
Education
Rollins College 2007 — 2011
Bachelor of Science, Economics
City University London 2010 — 2010
Economics
StreetLevel Investments November 2014 - Present
StreetLevel Investments February 2014 - Present
Cypress Equities July 2012 - February 2014
SRS Real Estate Partners January 2012 - July 2012
Duncan-Williams, Inc. May 2011 - July 2011
Phoros Accountancy September 2010 - December 2010
Peregrine Financial Group June 2010 - July 2010
Rollins College Office of Residential Life August 2009 - May 2010
Merrill Lynch January 2000 - February 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Argus Modeling, Financial Analysis, Financial Modeling, Real Estate Development, Commercial Real Estate, Real Estate, Investments, Data Analysis, Valuation, Portfolio Management, Finance, Public Speaking
Education
Rollins College 2007 — 2011
Bachelor of Science, Economics
City University London 2010 — 2010
Economics
Brandon Siler, CFA's Peregrine Financial Group Experience August 2004 - December 2004
Job Implementation Portfolio Analyst MultiAsset & Alternatives at Russell Investments
Industry Financial Services
Experience
Russell Investments December 2013 - Present
Russell Investments October 2010 - December 2013
Charles Schwab October 2007 - October 2010
Charles Schwab September 2006 - October 2007
Peregrine Financial Group August 2004 - December 2004
Skills
Bloomberg, Excel, Siebel, Investments, Series 7, Equities, Client Service, Financial Analysis, Customer Relations, Zephyr Style Advisor, Derivatives, Fixed Income, ETFs, Investment Advisory, Mutual Funds, Asset Allocation, Finance, Options, Trading, Securities, Financial Services, Microsoft Excel, Investment Strategies, FINRA, Alternative Investments, Series 63, Relationship Management, Wealth Management
Education
Rollins College 2001 — 2005
B/A, International Business
Russell Investments December 2013 - Present
Russell Investments October 2010 - December 2013
Charles Schwab October 2007 - October 2010
Charles Schwab September 2006 - October 2007
Peregrine Financial Group August 2004 - December 2004
Skills
Bloomberg, Excel, Siebel, Investments, Series 7, Equities, Client Service, Financial Analysis, Customer Relations, Zephyr Style Advisor, Derivatives, Fixed Income, ETFs, Investment Advisory, Mutual Funds, Asset Allocation, Finance, Options, Trading, Securities, Financial Services, Microsoft Excel, Investment Strategies, FINRA, Alternative Investments, Series 63, Relationship Management, Wealth Management
Education
Rollins College 2001 — 2005
B/A, International Business
Brian Zajac's Peregrine Financial Group Experience November 2000 - January 2012
Job
Industry Financial Services
Experience
RJO’BRIEN July 2012 - August 2013
Peregrine Financial Group November 2000 - January 2012
Rosenthal Collins Group November 1998 - October 2000
Rosenthal Collins Group January 1997 - November 1998
Rosenthal Collins Group October 1996 - January 1997
DOC’S PIZZA January 1993 - October 1996
Skills
HTML, Customer Service, Microsoft Office, Commodity, Microsoft Excel, PowerPoint, Trading Systems, Trading, Options, Derivatives, Alternative Investments, FX Options, Electronic Trading, Foreign Exchange, Equity Trading, Financial Markets, Hedge Funds, Equities
Education
Prairie State College
General Studies
RJO’BRIEN July 2012 - August 2013
Peregrine Financial Group November 2000 - January 2012
Rosenthal Collins Group November 1998 - October 2000
Rosenthal Collins Group January 1997 - November 1998
Rosenthal Collins Group October 1996 - January 1997
DOC’S PIZZA January 1993 - October 1996
Skills
HTML, Customer Service, Microsoft Office, Commodity, Microsoft Excel, PowerPoint, Trading Systems, Trading, Options, Derivatives, Alternative Investments, FX Options, Electronic Trading, Foreign Exchange, Equity Trading, Financial Markets, Hedge Funds, Equities
Education
Prairie State College
General Studies
Jonathan Seo's Peregrine Financial Group Experience May 2006 - June 2007
Job Information Technology Specialist
Industry Information Technology and Services
Experience
Kelly Services June 2012 - October 2012
Peregrine Financial Group May 2006 - June 2007
Skills
Windows, Technical Support
Education
Oklahoma City Community College
Kelly Services June 2012 - October 2012
Peregrine Financial Group May 2006 - June 2007
Skills
Windows, Technical Support
Education
Oklahoma City Community College
William S. Dooley's Peregrine Financial Group Experience 2009 - 2012
Job Energy Analyst Project Manager at Allegra's Progressive Energy Group Alternative Energy Group
Industry Electrical/Electronic Manufacturing
Experience
Allegra's Progressive Energy Group - Alternative Energy Group October 2012 - Present
Peregrine Financial Group 2009 - 2012
Alaron Trading 1993 - 2009
Skills
Risk Management, Trading, Commodity, Electronic Trading, Options, FINRA, Derivatives, Energy, Technical Analysis, Equities
Education
Chicago Mercantile Exchange and Chicago Board of Trade 1977 — 2009
Multiple Classes for the Futures Industry
Illinois State University 1976 — 1977
Graduate Studies, History
Eureka College 1972 — 1976
Bachelor of Arts (B.A.) 1976, History
Allegra's Progressive Energy Group - Alternative Energy Group October 2012 - Present
Peregrine Financial Group 2009 - 2012
Alaron Trading 1993 - 2009
Skills
Risk Management, Trading, Commodity, Electronic Trading, Options, FINRA, Derivatives, Energy, Technical Analysis, Equities
Education
Chicago Mercantile Exchange and Chicago Board of Trade 1977 — 2009
Multiple Classes for the Futures Industry
Illinois State University 1976 — 1977
Graduate Studies, History
Eureka College 1972 — 1976
Bachelor of Arts (B.A.) 1976, History
Darrell Shields's Peregrine Financial Group Experience June 2006 - August 2006
Job Trader at Kottke Associates
Industry Capital Markets
Experience
Kottke Associates January 2014 - Present
CJS Trading Co. April 2011 - 2013
INTL FCStone Inc. July 2008 - April 2011
Peregrine Financial Group June 2006 - August 2006
Kottke Associates June 2005 - August 2005
Skills
Options, Hedging, Time Series Analysis, Game Theory, Agriculture, Futures, FX Spot, Microsoft Excel, Quantitative Finance, Commodity Risk..., Volatility, Commodity, Derivatives
Education
Augustana College
Bachelor of Business Administration (BBA), Finance, General
Lyons Township High School
Kottke Associates January 2014 - Present
CJS Trading Co. April 2011 - 2013
INTL FCStone Inc. July 2008 - April 2011
Peregrine Financial Group June 2006 - August 2006
Kottke Associates June 2005 - August 2005
Skills
Options, Hedging, Time Series Analysis, Game Theory, Agriculture, Futures, FX Spot, Microsoft Excel, Quantitative Finance, Commodity Risk..., Volatility, Commodity, Derivatives
Education
Augustana College
Bachelor of Business Administration (BBA), Finance, General
Lyons Township High School