Performance Trust Capital Partners
Industry: Company
DescriptionFounded: 1994 Parent organization: PT Financial LLC Subsidiary: Performance Trust Capital Partners, Llc, Asset Management ArmFeedbackDisclaimer Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportPerformance Trust Capital PartnersWebsiteDirections Saved (0) Saved Save Financial planner in Greenwich, Connecticut Address: 660 Steamboat Rd, Greenwich, CT 06830 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday(Martin Luther King Jr. Day)9AM–5PMHours might differTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 521-1477Place name: : : : : : Category: Website: : Website: https://www.performancetrust.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Performance Trust Capital Partners Posting publicly on the Web Write a review Reviews Be the first to review Latest PostsPosts from Performance Trust Capital Partners View previous posts on Google
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Performance Trust Capital Partners Employees
Employee
Years
Job
Industry
Derek Kessen Derek Kessen's Performance Trust Capital Partners Experience October 2014 - Present
Job Senior Analyst at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners October 2014 - Present
Performance Trust Capital Partners February 2012 - October 2014
Performance Trust Capital Partners October 2007 - February 2012
The Federal Savings Bank October 2006 - August 2007
Education
Northwestern University - Kellogg School of Management 2015 — 2018
Master of Business Administration (MBA)
University of Missouri-Columbia, College of Business 2002 — 2005
BSBA, Finance
Performance Trust Capital Partners October 2014 - Present
Performance Trust Capital Partners February 2012 - October 2014
Performance Trust Capital Partners October 2007 - February 2012
The Federal Savings Bank October 2006 - August 2007
Education
Northwestern University - Kellogg School of Management 2015 — 2018
Master of Business Administration (MBA)
University of Missouri-Columbia, College of Business 2002 — 2005
BSBA, Finance
Chris Hiebert Chris Hiebert's Performance Trust Capital Partners Experience February 2006 - Present
Job Vice President/ Trading at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners February 2006 - Present
Skills
Investments, Portfolio Management, Fixed Income, Capital Markets, Bloomberg, Asset Management, Valuation
Education
University of Iowa 2002 — 2005
Bachelor of Business Administration (BBA), Finance
Performance Trust Capital Partners February 2006 - Present
Skills
Investments, Portfolio Management, Fixed Income, Capital Markets, Bloomberg, Asset Management, Valuation
Education
University of Iowa 2002 — 2005
Bachelor of Business Administration (BBA), Finance
Jason Batliner's Performance Trust Capital Partners Experience May 2013 - Present
Job Sales and Trading Analyst at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners May 2013 - Present
Wynstone Golf Club May 2004 - August 2013
Performance Trust Capital Partners May 2012 - July 2012
Skills
Team Leadership, Interpersonal Skill, Bloomberg, Series 7, Series 63, Customer Satisfaction, Fundraising, Communication Skills, Fixed Income, Microsoft Excel, Sales, Analysis, Teamwork, Data Analysis, Financial Analysis, Finance, Mathematics, Financial Modeling, Salesforce.com, Communication, PowerPoint, Microsoft Word
Education
Indiana University - Kelley School of Business 2009 — 2013
B.S, Business Administration; Finance and Entrepreneurship & Corporate Innovation
Indiana University Bloomington 2009 — 2013
Bachelor's degree, Finance, General
Performance Trust Capital Partners May 2013 - Present
Wynstone Golf Club May 2004 - August 2013
Performance Trust Capital Partners May 2012 - July 2012
Skills
Team Leadership, Interpersonal Skill, Bloomberg, Series 7, Series 63, Customer Satisfaction, Fundraising, Communication Skills, Fixed Income, Microsoft Excel, Sales, Analysis, Teamwork, Data Analysis, Financial Analysis, Finance, Mathematics, Financial Modeling, Salesforce.com, Communication, PowerPoint, Microsoft Word
Education
Indiana University - Kelley School of Business 2009 — 2013
B.S, Business Administration; Finance and Entrepreneurship & Corporate Innovation
Indiana University Bloomington 2009 — 2013
Bachelor's degree, Finance, General
Clayton Berg's Performance Trust Capital Partners Experience June 2012 - December 2013
Job Program Assistant
Industry
Experience
Giant Steps October 2014 - July 2015
Center for Community Research March 2014 - June 2014
Performance Trust Capital Partners June 2012 - December 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Research, Event Management, Outlook, Teamwork, Adobe Creative Suite, Data Analysis, Access, Social Networking
Education
DePaul University 2011 — 2014
BS Communication, Communication Studies
Point Loma Nazarene University 2010 — 2011
Giant Steps October 2014 - July 2015
Center for Community Research March 2014 - June 2014
Performance Trust Capital Partners June 2012 - December 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Research, Event Management, Outlook, Teamwork, Adobe Creative Suite, Data Analysis, Access, Social Networking
Education
DePaul University 2011 — 2014
BS Communication, Communication Studies
Point Loma Nazarene University 2010 — 2011
Adam Lancaster Adam Lancaster's Performance Trust Capital Partners Experience June 2014 - Present
Job Investment Banking Analyst at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners June 2014 - Present
Wentwood Capital Advisors, LP June 2012 - June 2014
Skills
Financial Modeling, Valuation, Financial Analysis, Real Estate Economics, Due Diligence, Financial Statement..., Asset Managment, Investments, Financial Reporting, Credit Analysis, Cash Flow, LIHTC, Underwriting, Portfolio Management, Real Estate, Disposition, Forecasting, Real Estate Transactions, Real Estate Development, Budgets, Mergers & Acquisitions
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (B.B.A.), Investment Banking
Performance Trust Capital Partners June 2014 - Present
Wentwood Capital Advisors, LP June 2012 - June 2014
Skills
Financial Modeling, Valuation, Financial Analysis, Real Estate Economics, Due Diligence, Financial Statement..., Asset Managment, Investments, Financial Reporting, Credit Analysis, Cash Flow, LIHTC, Underwriting, Portfolio Management, Real Estate, Disposition, Forecasting, Real Estate Transactions, Real Estate Development, Budgets, Mergers & Acquisitions
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (B.B.A.), Investment Banking
Karl Brorson Karl Brorson's Performance Trust Capital Partners Experience March 2010 - Present
Job Fixed Income Advisor at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners March 2010 - Present
Performance Trust Capital Partners February 2008 - March 2010
Newedge January 2007 - February 2008
Skills
Financial Analysis, Leadership, Strategic Planning, Finance, Financial Modeling, Microsoft Office, PowerPoint, Investments, Series 7, Fixed Income, Mutual Funds, Portfolio Management
Education
Concordia University-Wisconsin 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
North Park University 2003 — 2007
Bachelor's degree, Finance, General
Performance Trust Capital Partners March 2010 - Present
Performance Trust Capital Partners February 2008 - March 2010
Newedge January 2007 - February 2008
Skills
Financial Analysis, Leadership, Strategic Planning, Finance, Financial Modeling, Microsoft Office, PowerPoint, Investments, Series 7, Fixed Income, Mutual Funds, Portfolio Management
Education
Concordia University-Wisconsin 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
North Park University 2003 — 2007
Bachelor's degree, Finance, General
Jeff Barnard's Performance Trust Capital Partners Experience April 2014 - Present
Job Senior Program Manager at Performance Trust Capital Partners
Industry Information Technology and Services
Experience
Performance Trust Capital Partners April 2014 - Present
OfficeMax August 2006 - April 2014
MidAmerica Bank/Mortgage Brokers June 2003 - July 2006
IBM Global Services September 1996 - May 2003
AT&T July 1986 - August 1996
Skills
SDLC, PMP, Requirements Analysis, PMO, Project Management, Team Building, Governance, Business Analysis, Vendor Management, Process Improvement, Management, Integration, Manufacturing, Leadership, Team Leadership, E-commerce, Program Management, Cross-functional Team..., Change Management, Project Delivery, Testing, Software Development, SaaS, Telecommunications, IT Strategy, Business Process..., Information Technology
Education
Indiana University Bloomington
MBA, Managment Information Systems
Purdue University
BSMET, Mechanical
Performance Trust Capital Partners April 2014 - Present
OfficeMax August 2006 - April 2014
MidAmerica Bank/Mortgage Brokers June 2003 - July 2006
IBM Global Services September 1996 - May 2003
AT&T July 1986 - August 1996
Skills
SDLC, PMP, Requirements Analysis, PMO, Project Management, Team Building, Governance, Business Analysis, Vendor Management, Process Improvement, Management, Integration, Manufacturing, Leadership, Team Leadership, E-commerce, Program Management, Cross-functional Team..., Change Management, Project Delivery, Testing, Software Development, SaaS, Telecommunications, IT Strategy, Business Process..., Information Technology
Education
Indiana University Bloomington
MBA, Managment Information Systems
Purdue University
BSMET, Mechanical
Matthew Hair, CPA Matthew Hair, CPA's Performance Trust Capital Partners Experience April 2013 - March 2015
Job Senior Accountant at Golub Capital
Industry Financial Services
Experience
Golub Capital March 2015 - Present
Performance Trust Capital Partners April 2013 - March 2015
SmithBucklin July 2011 - April 2013
Skills
Financial Reporting, Reconciliation, Accounts Payable, Journal Entries, Excel, Financial Analysis, Account Reconciliation, QuickBooks, General Ledger, Financial Accounting, GAAP, SEC filings, Cash Flow, Budgets, Forecasting, Microsoft Excel, Accounting, Financial Statements, US GAAP, Bank Reconciliation, Fixed Assets, Analysis, Finance, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Modeling, Strategic Financial...
Education
DePaul University 2007 — 2011
Bachelor of Science, Accounting
Golub Capital March 2015 - Present
Performance Trust Capital Partners April 2013 - March 2015
SmithBucklin July 2011 - April 2013
Skills
Financial Reporting, Reconciliation, Accounts Payable, Journal Entries, Excel, Financial Analysis, Account Reconciliation, QuickBooks, General Ledger, Financial Accounting, GAAP, SEC filings, Cash Flow, Budgets, Forecasting, Microsoft Excel, Accounting, Financial Statements, US GAAP, Bank Reconciliation, Fixed Assets, Analysis, Finance, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Modeling, Strategic Financial...
Education
DePaul University 2007 — 2011
Bachelor of Science, Accounting
Michael Dupuis, CFA's Performance Trust Capital Partners Experience November 2011 - Present
Job Senior Analyst at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners November 2011 - Present
Institutional Capital December 2009 - October 2011
US Bank July 2008 - December 2009
Irish Boat Shop, Inc. 2003 - 2007
Skills
Bloomberg, Fixed Income, Investments, Equities, Mutual Funds, Hedge Funds, Financial Analysis, Financial Modeling, Management, Banking, Risk Management, Finance, Alternative Investments, Portfolio Management, Accounting
Education
University of Notre Dame 2004 — 2008
Bachelor of Business Administration, Finance
Performance Trust Capital Partners November 2011 - Present
Institutional Capital December 2009 - October 2011
US Bank July 2008 - December 2009
Irish Boat Shop, Inc. 2003 - 2007
Skills
Bloomberg, Fixed Income, Investments, Equities, Mutual Funds, Hedge Funds, Financial Analysis, Financial Modeling, Management, Banking, Risk Management, Finance, Alternative Investments, Portfolio Management, Accounting
Education
University of Notre Dame 2004 — 2008
Bachelor of Business Administration, Finance
Jordan Long's Performance Trust Capital Partners Experience May 2012 - December 2012
Job Inside Sales at First Trust
Industry Financial Services
Experience
First Trust May 2013 - Present
Performance Trust Capital Partners May 2012 - December 2012
Taylor University September 2009 - May 2012
Timothy Financial Counsel, Inc. May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Investments, ETFs, Public Speaking, Analysis, Microsoft Word, Investment Strategies, Research, Microsoft Office, Social Media, Public Relations, CRM, Data Analysis, Sales, Investment Advisory, Customer Service, Event Planning, VBA, Investment Properties, Statistical Data..., Event Management, Total Return Swaps, Fixed Income Strategies
Education
Taylor University 2009 — 2013
Bachelor of Science (BS), Finance
West Chicago Community High School 2005 — 2009
2016 Level II Candidate in the CFA Program
First Trust May 2013 - Present
Performance Trust Capital Partners May 2012 - December 2012
Taylor University September 2009 - May 2012
Timothy Financial Counsel, Inc. May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Investments, ETFs, Public Speaking, Analysis, Microsoft Word, Investment Strategies, Research, Microsoft Office, Social Media, Public Relations, CRM, Data Analysis, Sales, Investment Advisory, Customer Service, Event Planning, VBA, Investment Properties, Statistical Data..., Event Management, Total Return Swaps, Fixed Income Strategies
Education
Taylor University 2009 — 2013
Bachelor of Science (BS), Finance
West Chicago Community High School 2005 — 2009
2016 Level II Candidate in the CFA Program
Alex Dickson Alex Dickson's Performance Trust Capital Partners Experience January 2013 - Present
Job Manager of Technology Operations at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners January 2013 - Present
Performance Trust Capital Partners July 2007 - December 2012
Woodfield Media June 2005 - June 2007
Skills
Windows Server, Disaster Recovery, VMware, VMware ESX, Active Directory, Management, System Administration, Servers
Education
DeVry University 2003 — 2007
Bachelor's degree, Technical Management
ELS
Performance Trust Capital Partners January 2013 - Present
Performance Trust Capital Partners July 2007 - December 2012
Woodfield Media June 2005 - June 2007
Skills
Windows Server, Disaster Recovery, VMware, VMware ESX, Active Directory, Management, System Administration, Servers
Education
DeVry University 2003 — 2007
Bachelor's degree, Technical Management
ELS
Chris Schutt's Performance Trust Capital Partners Experience October 2009 - Present
Job Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners October 2009 - Present
RMG Sports Management August 2008 - September 2009
Minnesota Twins June 2003 - March 2008
Education
Cornell University 2000 — 2003
BS, Applied Economics & Finance
Performance Trust Capital Partners October 2009 - Present
RMG Sports Management August 2008 - September 2009
Minnesota Twins June 2003 - March 2008
Education
Cornell University 2000 — 2003
BS, Applied Economics & Finance
Drew McGowan Drew McGowan's Performance Trust Capital Partners Experience June 2012 - Present
Job Sales Analyst at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners June 2012 - Present
Performance Trust Capital Partners June 2011 - August 2011
SRS Real Estate Partners June 2010 - August 2010
Skills
Microsoft Office, Bloomberg, Fixed Income Analysis, Bond Markets, Series 7, Series 66
Education
Cornell University 2008 — 2012
Bachelor of Science (BS), Hotel Administration, Minor in Real Estate
Saint Rita of Cascia High School 2004 — 2008
Performance Trust Capital Partners June 2012 - Present
Performance Trust Capital Partners June 2011 - August 2011
SRS Real Estate Partners June 2010 - August 2010
Skills
Microsoft Office, Bloomberg, Fixed Income Analysis, Bond Markets, Series 7, Series 66
Education
Cornell University 2008 — 2012
Bachelor of Science (BS), Hotel Administration, Minor in Real Estate
Saint Rita of Cascia High School 2004 — 2008
Michael J Martin's Performance Trust Capital Partners Experience January 2003 - Present
Job VP at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners January 2003 - Present
Universal Underwriters Group January 2001 - January 2003
Skills
Alternative Investments, Asset Managment, Portfolio Management, Investments, Fixed Income, Financial Analysis, Securities, Banking, Mutual Funds, Financial Modeling, Asset Management, Bloomberg, Capital Markets, Credit Analysis, Financial Reporting, Hedge Funds, Loans, Private Equity, Risk Management, Series 7, Valuation
Education
The University of Kansas 1996 — 2000
Business Administration, Finance
Performance Trust Capital Partners January 2003 - Present
Universal Underwriters Group January 2001 - January 2003
Skills
Alternative Investments, Asset Managment, Portfolio Management, Investments, Fixed Income, Financial Analysis, Securities, Banking, Mutual Funds, Financial Modeling, Asset Management, Bloomberg, Capital Markets, Credit Analysis, Financial Reporting, Hedge Funds, Loans, Private Equity, Risk Management, Series 7, Valuation
Education
The University of Kansas 1996 — 2000
Business Administration, Finance
Andre Reynolds Andre Reynolds's Performance Trust Capital Partners Experience 2003 - 2006
Job Vice President, Federal Reserve Bank of Chicago
Industry Banking
Experience
Federal Reserve Bank of Chicago 2013 - Present
DePaul University 2011 - Present
Performance Trust Capital Partners 2003 - 2006
Accenture 1998 - 2000
Skills
Financial Modeling, Capital Markets, Credit Analysis, Financial Risk, Banking, Commercial Lending, Credit, Credit Risk, Commercial Banking, Risk Management, Financial Institutions, Loans, Portfolio Management, Operational Risk, Derivatives, Financial Analysis, Enterprise Risk..., Corporate Finance, Bloomberg, Fixed Income, Valuation, Analysis, Finance, Market Risk, Economics, Leadership, Financial Markets, Treasury Management, Investment Banking, Interest Rate Risk..., Financial Services, Basel II
Education
Northwestern University - Kellogg School of Management 1993 — 1996
Masters of Management, Strategy and Finance
University of Michigan 1986 — 1990
BA, Economics
Federal Reserve Bank of Chicago 2013 - Present
DePaul University 2011 - Present
Performance Trust Capital Partners 2003 - 2006
Accenture 1998 - 2000
Skills
Financial Modeling, Capital Markets, Credit Analysis, Financial Risk, Banking, Commercial Lending, Credit, Credit Risk, Commercial Banking, Risk Management, Financial Institutions, Loans, Portfolio Management, Operational Risk, Derivatives, Financial Analysis, Enterprise Risk..., Corporate Finance, Bloomberg, Fixed Income, Valuation, Analysis, Finance, Market Risk, Economics, Leadership, Financial Markets, Treasury Management, Investment Banking, Interest Rate Risk..., Financial Services, Basel II
Education
Northwestern University - Kellogg School of Management 1993 — 1996
Masters of Management, Strategy and Finance
University of Michigan 1986 — 1990
BA, Economics
Krista Gustafson Krista Gustafson's Performance Trust Capital Partners Experience December 2013 - Present
Job Receptionist (Performance Trust Capital Partners)/Literary Manager (Adapt Theatre Productions)
Industry Financial Services
Experience
Performance Trust Capital Partners December 2013 - Present
OfficeLinks June 2012 - November 2013
Asha SalonSpa March 2012 - May 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Retail, Medusa, Telephone Reception, Receptionist Duties, Meeting Scheduling, Multi Tasking, Multitasking Skills, Mail Merge, Mail Sorting, EVO, VNC, Phone Etiquette, Microsoft Word
Education
Oklahoma City University 2007 — 2011
Bachelor of Fine Arts (B.F.A.), Acting
Performance Trust Capital Partners December 2013 - Present
OfficeLinks June 2012 - November 2013
Asha SalonSpa March 2012 - May 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Retail, Medusa, Telephone Reception, Receptionist Duties, Meeting Scheduling, Multi Tasking, Multitasking Skills, Mail Merge, Mail Sorting, EVO, VNC, Phone Etiquette, Microsoft Word
Education
Oklahoma City University 2007 — 2011
Bachelor of Fine Arts (B.F.A.), Acting
Brian Bobbitt's Performance Trust Capital Partners Experience 1998 - Present
Job Vice President at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners 1998 - Present
Haverstick Consulting 1996 - 1998
W.W.Grainger April 1992 - May 1996
Skills
Portfolio Management, Financial Analysis, Investments, Fixed Income, Financial Modeling, Banking, Series 7, Capital Markets, Due Diligence, Management, Alternative Investments, Hedge Funds, Mutual Funds, Team Building, Financial Risk, Sales, Bloomberg, Finance, Asset Management, Mergers & Acquisitions, Strategy, Asset Managment, Business Development, Private Equity, Business Intelligence, Vendor Management, Strategic Planning, Leadership, Budgets, Risk Management, Credit, Valuation, Loans
Education
Indiana University Bloomington
Indiana University Bloomington
Performance Trust Capital Partners 1998 - Present
Haverstick Consulting 1996 - 1998
W.W.Grainger April 1992 - May 1996
Skills
Portfolio Management, Financial Analysis, Investments, Fixed Income, Financial Modeling, Banking, Series 7, Capital Markets, Due Diligence, Management, Alternative Investments, Hedge Funds, Mutual Funds, Team Building, Financial Risk, Sales, Bloomberg, Finance, Asset Management, Mergers & Acquisitions, Strategy, Asset Managment, Business Development, Private Equity, Business Intelligence, Vendor Management, Strategic Planning, Leadership, Budgets, Risk Management, Credit, Valuation, Loans
Education
Indiana University Bloomington
Indiana University Bloomington
Chris Whittenhall Chris Whittenhall's Performance Trust Capital Partners Experience February 2002 - May 2006
Job Vice President at Fixed Income Capital Partners
Industry Financial Services
Experience
Fixed Income Capital Partners June 2007 - Present
InterVarsity Press August 2006 - April 2007
Performance Trust Capital Partners February 2002 - May 2006
Skills
Financial Analysis, Finance, Management, Strategic Planning, Customer Service, Sales, Leadership, Microsoft Excel, Investments, Microsoft Office, Team Building, Team Leadership, Series 7, Financial Modeling, Marketing, PowerPoint, Budgets, Sales Management, Project Management, New Business Development, Credit Analysis, Process Improvement, series 66
Education
Grand Valley State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Fixed Income Capital Partners June 2007 - Present
InterVarsity Press August 2006 - April 2007
Performance Trust Capital Partners February 2002 - May 2006
Skills
Financial Analysis, Finance, Management, Strategic Planning, Customer Service, Sales, Leadership, Microsoft Excel, Investments, Microsoft Office, Team Building, Team Leadership, Series 7, Financial Modeling, Marketing, PowerPoint, Budgets, Sales Management, Project Management, New Business Development, Credit Analysis, Process Improvement, series 66
Education
Grand Valley State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Daniel Pasternak's Performance Trust Capital Partners Experience March 2015 - July 2015
Job Instructional Aide at University of Michigan
Industry Mechanical or Industrial Engineering
Experience
University of Michigan August 2015 - Present
Performance Trust Capital Partners March 2015 - July 2015
CEA Study Abroad January 2015 - May 2015
Son Servants - Youth Conference Ministries April 2014 - August 2014
College Pro May 2013 - August 2013
Skills
Franchising, Time Management, Customer Satisfaction, Leadership, Critical Thinking, Sales, Cold Calling, Customer Service, Teamwork, Goal Oriented, Employee Management, Interpersonal..., Small Business, Priority Management, Inventory Management, VBA, Minitab
Education
University of Michigan
Master of Science (MS), Industrial Engineering
University of Michigan 2012 — 2016
Bachelor of Science (BS), Industrial Engineering
Universidad Antonio de Nebrija 2015 — 2015
Spanish Language, Business Administration and Management, General
University of Michigan August 2015 - Present
Performance Trust Capital Partners March 2015 - July 2015
CEA Study Abroad January 2015 - May 2015
Son Servants - Youth Conference Ministries April 2014 - August 2014
College Pro May 2013 - August 2013
Skills
Franchising, Time Management, Customer Satisfaction, Leadership, Critical Thinking, Sales, Cold Calling, Customer Service, Teamwork, Goal Oriented, Employee Management, Interpersonal..., Small Business, Priority Management, Inventory Management, VBA, Minitab
Education
University of Michigan
Master of Science (MS), Industrial Engineering
University of Michigan 2012 — 2016
Bachelor of Science (BS), Industrial Engineering
Universidad Antonio de Nebrija 2015 — 2015
Spanish Language, Business Administration and Management, General
Patricia Zomermaand Ritsman's Performance Trust Capital Partners Experience January 2014 - Present
Job Compliance Associate at Performance Trust Capital Partners
Industry Public Policy
Experience
Performance Trust Capital Partners January 2014 - Present
Performance Trust Capital Partners March 2012 - January 2014
University of Chicago Hospitals September 2011 - March 2012
University of Chicago Hospitals April 2011 - October 2011
Metropolitan Planning Council September 2010 - June 2011
Riverwoods Christian Center November 2009 - May 2010
Calvin College September 2007 - May 2009
Skills
Nonprofits, Research, Policy, Community Development, Analysis, Grants, Quality Assurance, Economics, Microsoft Office, Microsoft Excel, Public Speaking, Copy Editing, Data Analysis
Education
Wheaton College 2009 — 2010
Economics, Urban Policy, Philosophy
Calvin College 2007 — 2010
Bachelor of Arts, Economics, Urban Policy, Philosophy
Performance Trust Capital Partners January 2014 - Present
Performance Trust Capital Partners March 2012 - January 2014
University of Chicago Hospitals September 2011 - March 2012
University of Chicago Hospitals April 2011 - October 2011
Metropolitan Planning Council September 2010 - June 2011
Riverwoods Christian Center November 2009 - May 2010
Calvin College September 2007 - May 2009
Skills
Nonprofits, Research, Policy, Community Development, Analysis, Grants, Quality Assurance, Economics, Microsoft Office, Microsoft Excel, Public Speaking, Copy Editing, Data Analysis
Education
Wheaton College 2009 — 2010
Economics, Urban Policy, Philosophy
Calvin College 2007 — 2010
Bachelor of Arts, Economics, Urban Policy, Philosophy
Kathleen Snorewicz, CMP's Performance Trust Capital Partners Experience August 2004 - March 2007
Job Senior Meetings Manager at Progress In Planning, Inc.
Industry Hospitality
Experience
Progress In Planning, Inc. April 2007 - Present
Performance Trust Capital Partners August 2004 - March 2007
CompTIA February 2001 - March 2004
Skills
Event Management, Trade Shows, Conferences, Budgeting, Registration
Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Hospitality
University of Illinois at Urbana-Champaign
Aviation
Progress In Planning, Inc. April 2007 - Present
Performance Trust Capital Partners August 2004 - March 2007
CompTIA February 2001 - March 2004
Skills
Event Management, Trade Shows, Conferences, Budgeting, Registration
Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Hospitality
University of Illinois at Urbana-Champaign
Aviation
Jonathan Norman, CPA's Performance Trust Capital Partners Experience January 2012 - Present
Job Senior Analyst
Industry Financial Services
Experience
Performance Trust Capital Partners January 2012 - Present
RSM McGladrey August 2010 - January 2012
Indiana University - Kelley School of Business September 2008 - May 2010
A100 Tutor Group August 2008 - May 2010
Foreclosure Management Company May 2009 - August 2009
Education
Indiana University - Kelley School of Business 2006 — 2010
BS, Accounting, Finance
Bethel College 2005 — 2006
Performance Trust Capital Partners January 2012 - Present
RSM McGladrey August 2010 - January 2012
Indiana University - Kelley School of Business September 2008 - May 2010
A100 Tutor Group August 2008 - May 2010
Foreclosure Management Company May 2009 - August 2009
Education
Indiana University - Kelley School of Business 2006 — 2010
BS, Accounting, Finance
Bethel College 2005 — 2006
Derek Meade Derek Meade's Performance Trust Capital Partners Experience November 2013 - July 2015
Job
Industry Capital Markets
Experience
Charles Schwab August 2015 - Present
Performance Trust Capital Partners November 2013 - July 2015
Performance Trust Capital Partners June 2010 - November 2013
Performance Trust Capital Partners September 2008 - June 2010
Performance Trust Capital Partners March 2007 - August 2008
GCG Financial January 2006 - February 2007
GCG Financial May 2005 - August 2005
Education
Truman State University 2001 — 2005
Bachelor of Science in Business Administration (BSBA), Finance, Marketing
Lawton High School (Lawton, MI) 1997 — 2001
Charles Schwab August 2015 - Present
Performance Trust Capital Partners November 2013 - July 2015
Performance Trust Capital Partners June 2010 - November 2013
Performance Trust Capital Partners September 2008 - June 2010
Performance Trust Capital Partners March 2007 - August 2008
GCG Financial January 2006 - February 2007
GCG Financial May 2005 - August 2005
Education
Truman State University 2001 — 2005
Bachelor of Science in Business Administration (BSBA), Finance, Marketing
Lawton High School (Lawton, MI) 1997 — 2001
Rob Clare's Performance Trust Capital Partners Experience September 2009 - February 2012
Job Senior Vice President at Banc Of Manhattan/Capital
Industry Capital Markets
Experience
Wunderlich Securities (fka Banc of Manhattan Capital) March 2013 - Present
Hudson Advisors, LLC February 2012 - December 2012
Performance Trust Capital Partners September 2009 - February 2012
Xzerta, LLC October 2008 - August 2009
The Winter Group September 2006 - September 2008
AION Mortgage Corporation January 2002 - September 2006
ABN AMRO July 2000 - January 2002
Wunderlich Securities January 2000 - July 2000
Hanover Capital Partners November 1996 - January 2000
Norwest Mortgage Corporation January 1994 - November 1996
Skills
Underwriting, FHA, Management, Alt A, Subprime, Payroll, Capital Markets, Loan Origination, Mortgage Lending, Loans, Asset Managment, Valuation, Fixed Income, Securitization, Due Diligence, Mortgage Banking, Commercial Lending, Investments, Commercial Mortgages, Financial Institutions, Banking, Credit, Finance, Funding, Portfolio Management, Structured Finance, Trading
Education
Marquette University
BA, Psychology
Wunderlich Securities (fka Banc of Manhattan Capital) March 2013 - Present
Hudson Advisors, LLC February 2012 - December 2012
Performance Trust Capital Partners September 2009 - February 2012
Xzerta, LLC October 2008 - August 2009
The Winter Group September 2006 - September 2008
AION Mortgage Corporation January 2002 - September 2006
ABN AMRO July 2000 - January 2002
Wunderlich Securities January 2000 - July 2000
Hanover Capital Partners November 1996 - January 2000
Norwest Mortgage Corporation January 1994 - November 1996
Skills
Underwriting, FHA, Management, Alt A, Subprime, Payroll, Capital Markets, Loan Origination, Mortgage Lending, Loans, Asset Managment, Valuation, Fixed Income, Securitization, Due Diligence, Mortgage Banking, Commercial Lending, Investments, Commercial Mortgages, Financial Institutions, Banking, Credit, Finance, Funding, Portfolio Management, Structured Finance, Trading
Education
Marquette University
BA, Psychology
Jim Klimek Jim Klimek's Performance Trust Capital Partners Experience November 2003 - Present
Job Director of Application Development
Industry Financial Services
Experience
Performance Trust Capital Partners November 2003 - Present
Education
University of Illinois at Urbana-Champaign 1991 — 1993
Performance Trust Capital Partners November 2003 - Present
Education
University of Illinois at Urbana-Champaign 1991 — 1993
Mark Jahnke's Performance Trust Capital Partners Experience 2010 - January 2012
Job Vice President and Chief Technology Officer at WTTW
Industry Broadcast Media
Experience
WTTW April 2013 - Present
WTTW Ch11 PBS January 2013 - April 2013
WFLD Fox Chicago & WPWR MY50 July 2012 - January 2013
WYCC PBS Chicago April 2008 - July 2012
Performance Trust Capital Partners 2010 - January 2012
IHSA TV Network 2002 - March 2010
Life Focus Productions 2006 - 2009
Answers Media April 2007 - April 2008
Total Living Network 2002 - 2007
Total Living International 2002 - 2007
Skills
leadership and focus, Broadcast Television, Post Production, Broadcast, Streaming Media, Production Systems, Digital Media, Editing, Television, HD Video, Team Building, Video Editing, Camera, Media Production, Video, Video Production, Producing, Final Cut Pro, Camera Operating, Visionary, Ethical/high personal..., Leadership Development, Videography, Web Video, Avid, Sound, Documentaries, Digital Asset Management, Broadcast Engineering, Avid Media Composer, VOD, Non-linear Editing, Multimedia, Final Cut Studio, Radio, Radio Broadcasting, IPTV, Film Production, Film, Engineering, Management, Information Technology
Education
Evangel University 1997 — 2002
BS, Broadcasting
WTTW April 2013 - Present
WTTW Ch11 PBS January 2013 - April 2013
WFLD Fox Chicago & WPWR MY50 July 2012 - January 2013
WYCC PBS Chicago April 2008 - July 2012
Performance Trust Capital Partners 2010 - January 2012
IHSA TV Network 2002 - March 2010
Life Focus Productions 2006 - 2009
Answers Media April 2007 - April 2008
Total Living Network 2002 - 2007
Total Living International 2002 - 2007
Skills
leadership and focus, Broadcast Television, Post Production, Broadcast, Streaming Media, Production Systems, Digital Media, Editing, Television, HD Video, Team Building, Video Editing, Camera, Media Production, Video, Video Production, Producing, Final Cut Pro, Camera Operating, Visionary, Ethical/high personal..., Leadership Development, Videography, Web Video, Avid, Sound, Documentaries, Digital Asset Management, Broadcast Engineering, Avid Media Composer, VOD, Non-linear Editing, Multimedia, Final Cut Studio, Radio, Radio Broadcasting, IPTV, Film Production, Film, Engineering, Management, Information Technology
Education
Evangel University 1997 — 2002
BS, Broadcasting
Charlie Carpenter Charlie Carpenter's Performance Trust Capital Partners Experience November 2001 - Present
Job Vice President @ Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners November 2001 - Present
Universidad Interamericana de Puerto Rico November 2009 - December 2011
Habitat for Humanity of Puerto Rico 1996 - 2009
The Bank & Trust of Puerto Rico March 1993 - November 2001
The Chase Manhattan Bank June 1992 - March 1993
Lehman Brothers May 1991 - August 1991
Deloitte & Touche June 1987 - August 1990
Skills
Fixed Income, Investments, Financial Analysis, Asset Managment, Capital Markets, Portfolio Management, Due Diligence, Banking, Asset Management, Financial Risk, Financial Modeling, Credit, Finance, Risk Management, Strategic Financial..., Accounting, Securities, Valuation, Private Equity, Corporate Finance, Bloomberg, Equities, Alternative Investments, Hedge Funds, Mutual Funds
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance
Michigan State University 1983 — 1987
BA, Accounting
Rochester High School 1980 — 1983
Performance Trust Capital Partners November 2001 - Present
Universidad Interamericana de Puerto Rico November 2009 - December 2011
Habitat for Humanity of Puerto Rico 1996 - 2009
The Bank & Trust of Puerto Rico March 1993 - November 2001
The Chase Manhattan Bank June 1992 - March 1993
Lehman Brothers May 1991 - August 1991
Deloitte & Touche June 1987 - August 1990
Skills
Fixed Income, Investments, Financial Analysis, Asset Managment, Capital Markets, Portfolio Management, Due Diligence, Banking, Asset Management, Financial Risk, Financial Modeling, Credit, Finance, Risk Management, Strategic Financial..., Accounting, Securities, Valuation, Private Equity, Corporate Finance, Bloomberg, Equities, Alternative Investments, Hedge Funds, Mutual Funds
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance
Michigan State University 1983 — 1987
BA, Accounting
Rochester High School 1980 — 1983
Sam Scholes's Performance Trust Capital Partners Experience June 2013 - Present
Job Analyst at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners June 2013 - Present
Skills
Bonds, Municipal Bonds, Analysis, Bloomberg, Reverse Mortgages, Investments, Credit, Series 7, Finance, Strategic Financial..., Financial Modeling, Banking, Fixed Income, Portfolio Management, Mentoring, Microsoft Excel, Fixed Income Analysis, Public Speaking, VBA, Fixed Income Strategies, Financial Planning
Education
The Citadel 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, Gold Star Recipient (GPA >3.70)
Passed Level I of the CFA Program
Performance Trust Capital Partners June 2013 - Present
Skills
Bonds, Municipal Bonds, Analysis, Bloomberg, Reverse Mortgages, Investments, Credit, Series 7, Finance, Strategic Financial..., Financial Modeling, Banking, Fixed Income, Portfolio Management, Mentoring, Microsoft Excel, Fixed Income Analysis, Public Speaking, VBA, Fixed Income Strategies, Financial Planning
Education
The Citadel 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, Gold Star Recipient (GPA >3.70)
Passed Level I of the CFA Program
David Wilding David Wilding's Performance Trust Capital Partners Experience January 1996 - Present
Job General Counsel / Chief Compliance Officer at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners January 1996 - Present
First Trust August 1994 - December 1995
Skills
Capital Markets, Hedge Funds, Mutual Funds, Due Diligence, Private Equity, Fixed Income, Alternative Investments, Investments, Asset Management, Series 7, Portfolio Management, Financial Analysis, Bloomberg, Series 24, Securities
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1999 — 2004
Juris Doctorate, Law
Covenant College 1990 — 1993
BS, Business Administration
St. Louis Community College, Florissant Valley 1988 — 1990
Associate's degree
Performance Trust Capital Partners January 1996 - Present
First Trust August 1994 - December 1995
Skills
Capital Markets, Hedge Funds, Mutual Funds, Due Diligence, Private Equity, Fixed Income, Alternative Investments, Investments, Asset Management, Series 7, Portfolio Management, Financial Analysis, Bloomberg, Series 24, Securities
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1999 — 2004
Juris Doctorate, Law
Covenant College 1990 — 1993
BS, Business Administration
St. Louis Community College, Florissant Valley 1988 — 1990
Associate's degree
Katharine Sternecky's Performance Trust Capital Partners Experience November 2014 - April 2015
Job Data Analyst at United Airlines
Industry Financial Services
Experience
United Airlines June 2015 - Present
Performance Trust Capital Partners November 2014 - April 2015
UBS Wealth Management November 2013 - November 2014
Camp Buckskin May 2013 - August 2013
The Arc of Southeast Iowa September 2012 - May 2013
Camp Starlight June 2012 - August 2012
Bread Garden Market August 2011 - May 2012
Mayor's Youth Empowerment Program September 2010 - April 2011
Kroehler Family YMCA July 2007 - August 2010
Skills
Leadership, Teaching, Time Management, Program Management, Fundraising, Microsoft Word, Customer Service
Education
University of Iowa 2009 — 2013
Bachelor's degree, Double Major in Economics and Ethics & Public Policy, Minor in Spanish
Naperville Central High School 2005 — 2009
United Airlines June 2015 - Present
Performance Trust Capital Partners November 2014 - April 2015
UBS Wealth Management November 2013 - November 2014
Camp Buckskin May 2013 - August 2013
The Arc of Southeast Iowa September 2012 - May 2013
Camp Starlight June 2012 - August 2012
Bread Garden Market August 2011 - May 2012
Mayor's Youth Empowerment Program September 2010 - April 2011
Kroehler Family YMCA July 2007 - August 2010
Skills
Leadership, Teaching, Time Management, Program Management, Fundraising, Microsoft Word, Customer Service
Education
University of Iowa 2009 — 2013
Bachelor's degree, Double Major in Economics and Ethics & Public Policy, Minor in Spanish
Naperville Central High School 2005 — 2009
Stephen Callender's Performance Trust Capital Partners Experience August 2013 - October 2014
Job Investment Banking Analyst at FBR
Industry Investment Banking
Experience
FBR October 2014 - Present
Performance Trust Capital Partners August 2013 - October 2014
Pacific Summit Energy LLC June 2012 - August 2012
Skills
Financial Analysis, PowerPoint, Data Analysis, Microsoft Excel, Trading, Microsoft Office, Finance, Financial Markets, Financial Modeling, Valuation, Financial Reporting, Corporate Finance, Economics, Bloomberg
Education
Texas A&M University 2013 — 2013
Bachelor of Business Administration, Finance
FBR October 2014 - Present
Performance Trust Capital Partners August 2013 - October 2014
Pacific Summit Energy LLC June 2012 - August 2012
Skills
Financial Analysis, PowerPoint, Data Analysis, Microsoft Excel, Trading, Microsoft Office, Finance, Financial Markets, Financial Modeling, Valuation, Financial Reporting, Corporate Finance, Economics, Bloomberg
Education
Texas A&M University 2013 — 2013
Bachelor of Business Administration, Finance
Stacy Dang Stacy Dang's Performance Trust Capital Partners Experience June 2011 - Present
Job Senior Compliance Associate at Performance Trust Capital Partners, LLC
Industry Financial Services
Experience
Performance Trust Capital Partners June 2011 - Present
Envestnet Asset Management June 2007 - June 2011
S4 Capital LLC May 2003 - June 2007
Education
University of California, San Diego 1992 — 1997
BS, Management Science
Performance Trust Capital Partners June 2011 - Present
Envestnet Asset Management June 2007 - June 2011
S4 Capital LLC May 2003 - June 2007
Education
University of California, San Diego 1992 — 1997
BS, Management Science
Daniel Schafer's Performance Trust Capital Partners Experience September 2012 - Present
Job Sales and Trading Analyst at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners September 2012 - Present
Charles River Associates August 2010 - February 2012
Target June 2009 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Due Diligence, Data Analysis, Investments, Business Valuation, Microsoft Excel, Finance, Asset Management
Education
University of Notre Dame 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Performance Trust Capital Partners September 2012 - Present
Charles River Associates August 2010 - February 2012
Target June 2009 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Due Diligence, Data Analysis, Investments, Business Valuation, Microsoft Excel, Finance, Asset Management
Education
University of Notre Dame 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Jason Stuck, CFA Jason Stuck, CFA's Performance Trust Capital Partners Experience January 2012 - Present
Job Performance Trust Capital Partners, LLC
Industry Financial Services
Experience
Performance Trust Capital Partners January 2012 - Present
BMO Capital Markets January 2004 - January 2012
Driehaus Capital Management January 2000 - January 2004
Hewitt Investment Group January 1999 - January 2000
Skills
Bonds, Municipal Bonds, Fixed Income Strategies, Fixed Income Portfolio..., CMO, CDs, Mortgage Securities, Fixed Income Analysis, Fixed Asset Management, Fixed Rate Mortgages, Fixed Income, Portfolio Management, Investments, Investment Management, Asset Management, Finance, Equities, Alternative Investments, Mutual Funds, Capital Markets, Series 7, Financial Analysis, Securities, Bloomberg
Education
Northwestern University - Kellogg School of Management 2003 — 2007
MBA, Finance, Management
Wheaton College 1996 — 1999
BA, Finance
North High School 1991 — 1996
Performance Trust Capital Partners January 2012 - Present
BMO Capital Markets January 2004 - January 2012
Driehaus Capital Management January 2000 - January 2004
Hewitt Investment Group January 1999 - January 2000
Skills
Bonds, Municipal Bonds, Fixed Income Strategies, Fixed Income Portfolio..., CMO, CDs, Mortgage Securities, Fixed Income Analysis, Fixed Asset Management, Fixed Rate Mortgages, Fixed Income, Portfolio Management, Investments, Investment Management, Asset Management, Finance, Equities, Alternative Investments, Mutual Funds, Capital Markets, Series 7, Financial Analysis, Securities, Bloomberg
Education
Northwestern University - Kellogg School of Management 2003 — 2007
MBA, Finance, Management
Wheaton College 1996 — 1999
BA, Finance
North High School 1991 — 1996
Dan Bass Dan Bass's Performance Trust Capital Partners Experience December 2012 - Present
Job Managing Director Investment Banking at Performance Trust Capital Partners
Industry Investment Banking
Experience
Performance Trust Capital Partners December 2012 - Present
FBR Capital Markets & Co April 2010 - November 2012
Carson Medlin Co. Investment Bankers March 2006 - April 2010
Compass Bancshares December 1997 - April 2006
KPMG Peat Marwick May 1995 - December 1997
Sheshunoff Management Services, LP August 1987 - May 1995
FDIC May 1991 - December 1994
Skills
Investment Banking, Valuation, Capital Raising, Mergers, Acquisitions, Strategic Planning, Corporate Development, Business Valuation, Capital Markets, Banking, Corporate Finance, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Financial Services, Investments, Mergers, Private Equity, Alternative Investments, Asset Management, Portfolio Management
Education
Marymount University 1992 — 1994
MS, Information Management
The University of Texas at Austin 1982 — 1986
BBA, Finance
St. Thomas HS 1978 — 1982
Performance Trust Capital Partners December 2012 - Present
FBR Capital Markets & Co April 2010 - November 2012
Carson Medlin Co. Investment Bankers March 2006 - April 2010
Compass Bancshares December 1997 - April 2006
KPMG Peat Marwick May 1995 - December 1997
Sheshunoff Management Services, LP August 1987 - May 1995
FDIC May 1991 - December 1994
Skills
Investment Banking, Valuation, Capital Raising, Mergers, Acquisitions, Strategic Planning, Corporate Development, Business Valuation, Capital Markets, Banking, Corporate Finance, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Financial Services, Investments, Mergers, Private Equity, Alternative Investments, Asset Management, Portfolio Management
Education
Marymount University 1992 — 1994
MS, Information Management
The University of Texas at Austin 1982 — 1986
BBA, Finance
St. Thomas HS 1978 — 1982
Judy Bresolin's Performance Trust Capital Partners Experience September 2003 - January 2005
Job Executive Assistant at Chamberlain Group, Inc.
Industry Consumer Goods
Experience
Chamberlain Group, Inc. June 2014 - Present
SRI Executive November 2013 - February 2014
SmithBucklin June 2013 - October 2013
Chamberlain Group, Inc. March 2013 - May 2013
KPMG February 2008 - May 2012
Infor September 2006 - May 2007
Infor February 2005 - September 2006
Performance Trust Capital Partners September 2003 - January 2005
Dodi Management April 2001 - August 2003
Mercer October 2000 - April 2001
Skills
Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, SAP, SharePoint, Streamlining Work..., Time Management, Budgets, Organization &..., Salesforce.com, Office Management, Teamwork, Lotus Notes, Quicken, QuickBooks, Project Planning, Onboarding, Invoicing, Accounts Payable, Accounts Receivable, Spreadsheets, Research, Expenses, Event Management, Accounting, Budgeting, Leadership, Human Resources, Management
Education
College of DuPage
Morton East
Chamberlain Group, Inc. June 2014 - Present
SRI Executive November 2013 - February 2014
SmithBucklin June 2013 - October 2013
Chamberlain Group, Inc. March 2013 - May 2013
KPMG February 2008 - May 2012
Infor September 2006 - May 2007
Infor February 2005 - September 2006
Performance Trust Capital Partners September 2003 - January 2005
Dodi Management April 2001 - August 2003
Mercer October 2000 - April 2001
Skills
Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, SAP, SharePoint, Streamlining Work..., Time Management, Budgets, Organization &..., Salesforce.com, Office Management, Teamwork, Lotus Notes, Quicken, QuickBooks, Project Planning, Onboarding, Invoicing, Accounts Payable, Accounts Receivable, Spreadsheets, Research, Expenses, Event Management, Accounting, Budgeting, Leadership, Human Resources, Management
Education
College of DuPage
Morton East
Niket Gandhi's Performance Trust Capital Partners Experience March 2015 - Present
Job Fixed Income Trading Systems Specialist
Industry Financial Services
Experience
Performance Trust Capital Partners March 2015 - Present
BMO Financial Group March 2011 - March 2015
BMO Financial Group February 2010 - March 2011
SS&C Technologies January 2009 - February 2010
Citadel LLC. August 2007 - December 2008
Career Education Corporation November 2006 - July 2007
Ernst & Young January 2005 - October 2006
University of Illinois at Chicago 2004 - 2006
Merrill Lynch 2004 - 2004
Skills
Bloomberg, Financial Modeling, Financial Analysis, Derivatives, Business Analysis, Fixed Income, Investments, Finance, Data Analysis, Investment Banking, VBA, IPREO Municipal..., Trading Systems, Electronic Trading, Business Objects, SQL, Fixed Income Technology, Municipal Bonds, Bloomberg Terminal, Reuters 3000, Market Data, Analysis, Reference Data, Business Requirements, Middle Office, Financial Markets, Financial Services, Trading, Capital Markets, Equities
Education
University of Illinois at Chicago 2002 — 2006
B.S., Finance
Performance Trust Capital Partners March 2015 - Present
BMO Financial Group March 2011 - March 2015
BMO Financial Group February 2010 - March 2011
SS&C Technologies January 2009 - February 2010
Citadel LLC. August 2007 - December 2008
Career Education Corporation November 2006 - July 2007
Ernst & Young January 2005 - October 2006
University of Illinois at Chicago 2004 - 2006
Merrill Lynch 2004 - 2004
Skills
Bloomberg, Financial Modeling, Financial Analysis, Derivatives, Business Analysis, Fixed Income, Investments, Finance, Data Analysis, Investment Banking, VBA, IPREO Municipal..., Trading Systems, Electronic Trading, Business Objects, SQL, Fixed Income Technology, Municipal Bonds, Bloomberg Terminal, Reuters 3000, Market Data, Analysis, Reference Data, Business Requirements, Middle Office, Financial Markets, Financial Services, Trading, Capital Markets, Equities
Education
University of Illinois at Chicago 2002 — 2006
B.S., Finance
Nick Simoncelli Nick Simoncelli's Performance Trust Capital Partners Experience May 2015 - Present
Job Analyst at Capital Forensics
Industry Financial Services
Experience
Performance Trust Capital Partners May 2015 - Present
Capital Forensics November 2012 - May 2015
LAZ Parking August 2012 - October 2012
St. Ambrose Universtiy September 2008 - May 2012
Chicago's First Lady Cruises May 2010 - August 2011
Skills
Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English
Education
St. Ambrose University 2008 — 2012
Bachelor's degree, Finance, Business Management
Performance Trust Capital Partners May 2015 - Present
Capital Forensics November 2012 - May 2015
LAZ Parking August 2012 - October 2012
St. Ambrose Universtiy September 2008 - May 2012
Chicago's First Lady Cruises May 2010 - August 2011
Skills
Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English
Education
St. Ambrose University 2008 — 2012
Bachelor's degree, Finance, Business Management
Alexandra Carpenter's Performance Trust Capital Partners Experience May 2013 - June 2013
Job Corporate & Investment Banking Analyst at BBVA Compass
Industry Financial Services
Experience
BBVA Compass January 2015 - Present
BBVA Compass July 2014 - December 2014
Performance Trust Capital Partners May 2013 - June 2013
Caparra Country Club June 2010 - July 2010
Education
Auburn University 2010 — 2014
Bachelor's degree, Finance, Senior
Auburn University
BBVA Compass January 2015 - Present
BBVA Compass July 2014 - December 2014
Performance Trust Capital Partners May 2013 - June 2013
Caparra Country Club June 2010 - July 2010
Education
Auburn University 2010 — 2014
Bachelor's degree, Finance, Senior
Auburn University
Jordan Redmond's Performance Trust Capital Partners Experience April 2015 - Present
Job Senior Accountant at Performance Trust Capital Partners
Industry Accounting
Experience
Performance Trust Capital Partners April 2015 - Present
Spot Trading LLC February 2015 - March 2015
Spot Trading LLC August 2013 - January 2015
Spot Trading LLC May 2012 - July 2013
Benjamin & Birkenstein, P.C. November 2011 - April 2012
RTS Realtime Systems May 2011 - December 2011
Sidley Austin June 2010 - January 2011
Sidley Austin December 2009 - June 2010
Education
Loyola University of Chicago 2008 — 2012
B.B.A., Accounting
McHenry High School 2004 — 2008
Performance Trust Capital Partners April 2015 - Present
Spot Trading LLC February 2015 - March 2015
Spot Trading LLC August 2013 - January 2015
Spot Trading LLC May 2012 - July 2013
Benjamin & Birkenstein, P.C. November 2011 - April 2012
RTS Realtime Systems May 2011 - December 2011
Sidley Austin June 2010 - January 2011
Sidley Austin December 2009 - June 2010
Education
Loyola University of Chicago 2008 — 2012
B.B.A., Accounting
McHenry High School 2004 — 2008
Joshua Rivera's Performance Trust Capital Partners Experience May 2012 - August 2012
Job Graduate Research Assistant at University of Michigan Ross School of Business
Industry Public Policy
Experience
University of Michigan Ross School of Business June 2015 - Present
University of Michigan Center for Engaged Academic Learning June 2015 - Present
Southern Illinois University September 2014 - May 2015
Council on American-Islamic Relations Chicago (CAIR-Chicago) May 2013 - August 2013
Chicago Debate Commission May 2013 - August 2013
Performance Trust Capital Partners May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Microsoft CRM, Debate, Public Speaking, Argumentation, Political Polling, Political Philosophy, International Relations, Latin America, Teaching, Research, Leadership, SPSS, Critical Thinking, Community Outreach, Access, Higher Education, Public Policy, Politics
Education
Gerald R. Ford School of Public Policy 2015 — 2017
Master’s Degree, Masters of Public Policy
Carnegie Mellon University PPIA Junior Summer Institute 2014 — 2014
Public Policy and International Affairs (PPIA) Fellow
Southern Illinois University, Carbondale 2011 — 2015
Bachelor's degree, Political Science, Economics, Senior
University of Michigan Ross School of Business June 2015 - Present
University of Michigan Center for Engaged Academic Learning June 2015 - Present
Southern Illinois University September 2014 - May 2015
Council on American-Islamic Relations Chicago (CAIR-Chicago) May 2013 - August 2013
Chicago Debate Commission May 2013 - August 2013
Performance Trust Capital Partners May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Microsoft CRM, Debate, Public Speaking, Argumentation, Political Polling, Political Philosophy, International Relations, Latin America, Teaching, Research, Leadership, SPSS, Critical Thinking, Community Outreach, Access, Higher Education, Public Policy, Politics
Education
Gerald R. Ford School of Public Policy 2015 — 2017
Master’s Degree, Masters of Public Policy
Carnegie Mellon University PPIA Junior Summer Institute 2014 — 2014
Public Policy and International Affairs (PPIA) Fellow
Southern Illinois University, Carbondale 2011 — 2015
Bachelor's degree, Political Science, Economics, Senior
Niral Parikh Niral Parikh's Performance Trust Capital Partners Experience July 2015 - Present
Job Junior System Administrator at Performance Trust Capital Partners
Industry Information Technology and Services
Experience
Performance Trust Capital Partners July 2015 - Present
Performance Trust Capital Partners May 2014 - July 2015
Loyola University Chicago April 2013 - May 2014
Loyola University Chicago August 2011 - April 2013
Skills
Windows, OS X, Operating Systems, Microsoft Office, Customer Service, Linux, PowerPoint, Teamwork, HTML, VPN, Microsoft Excel, Microsoft Word, Research, Computer Hardware, Help Desk Support, Team Leadership, Phone Skills, Virus Removal, Technical Support, Public Speaking, Malware Analysis, Windows 7, Heat, Microsoft Exchange, Outlook, Desktop Administration, Active Directory
Education
Loyola University of Chicago 2010 — 2014
Bachelor's degree, Psychology
Performance Trust Capital Partners July 2015 - Present
Performance Trust Capital Partners May 2014 - July 2015
Loyola University Chicago April 2013 - May 2014
Loyola University Chicago August 2011 - April 2013
Skills
Windows, OS X, Operating Systems, Microsoft Office, Customer Service, Linux, PowerPoint, Teamwork, HTML, VPN, Microsoft Excel, Microsoft Word, Research, Computer Hardware, Help Desk Support, Team Leadership, Phone Skills, Virus Removal, Technical Support, Public Speaking, Malware Analysis, Windows 7, Heat, Microsoft Exchange, Outlook, Desktop Administration, Active Directory
Education
Loyola University of Chicago 2010 — 2014
Bachelor's degree, Psychology
James Nussbaum's Performance Trust Capital Partners Experience January 2011 - July 2011
Job Assistant General Counsel Indiana University
Industry Higher Education
Experience
Indiana University November 2014 - August 2015
Cleveland Browns October 2013 - January 2014
IUPUI August 2012 - December 2012
NCAA May 2012 - July 2012
Performance Trust Capital Partners January 2011 - July 2011
Indianapolis Colts July 2010 - August 2010
Skills
Legal Research, Social Media, Analysis, Microsoft Excel, Editing, Research, Legal Writing, Litigation, PowerPoint, Public Speaking, Sports, Football, College Football, Problem Solving, Coaching, Legal Advice, Contract Law, Contract Negotiation, Compliance, Leadership, Athletics
Education
Indiana University Robert H. McKinney School of Law 2011 — 2014
Juris Doctor, Cum Laude 3.49/4.0
Northwestern University 2006 — 2010
Bachelor of Arts, Economics & Political Science
Indiana University November 2014 - August 2015
Cleveland Browns October 2013 - January 2014
IUPUI August 2012 - December 2012
NCAA May 2012 - July 2012
Performance Trust Capital Partners January 2011 - July 2011
Indianapolis Colts July 2010 - August 2010
Skills
Legal Research, Social Media, Analysis, Microsoft Excel, Editing, Research, Legal Writing, Litigation, PowerPoint, Public Speaking, Sports, Football, College Football, Problem Solving, Coaching, Legal Advice, Contract Law, Contract Negotiation, Compliance, Leadership, Athletics
Education
Indiana University Robert H. McKinney School of Law 2011 — 2014
Juris Doctor, Cum Laude 3.49/4.0
Northwestern University 2006 — 2010
Bachelor of Arts, Economics & Political Science
Lance Wysong's Performance Trust Capital Partners Experience March 2007 - June 2009
Job Sr Solutions Architect
Industry Information Technology and Services
Experience
Presidio September 2014 - Present
Phantrix, LLC January 2009 - Present
Trumpet/Flugelhorn & Vocals July 1990 - Present
AT&T April 2012 - September 2014
EMC November 2010 - April 2012
Data Strategy June 2009 - October 2010
Performance Trust Capital Partners March 2007 - June 2009
Seyfarth Shaw LLP April 2006 - March 2007
CRS Technology February 2002 - December 2005
U.S. Navy August 1983 - September 2003
Skills
Virtualization, VMware, Cloud Computing, VMware ESX, VDI, Data Center, EMC Storage, SAN, VMware Infrastructure, Storage Virtualization, Storage Area Networks, High Availability, Servers, Solution Selling, Disaster Recovery, Storage, Technical Presentations, Cloud Computing IaaS, Public Speaking
Education
Colorado Technical University
Presidio September 2014 - Present
Phantrix, LLC January 2009 - Present
Trumpet/Flugelhorn & Vocals July 1990 - Present
AT&T April 2012 - September 2014
EMC November 2010 - April 2012
Data Strategy June 2009 - October 2010
Performance Trust Capital Partners March 2007 - June 2009
Seyfarth Shaw LLP April 2006 - March 2007
CRS Technology February 2002 - December 2005
U.S. Navy August 1983 - September 2003
Skills
Virtualization, VMware, Cloud Computing, VMware ESX, VDI, Data Center, EMC Storage, SAN, VMware Infrastructure, Storage Virtualization, Storage Area Networks, High Availability, Servers, Solution Selling, Disaster Recovery, Storage, Technical Presentations, Cloud Computing IaaS, Public Speaking
Education
Colorado Technical University
Daniel Szatkowski's Performance Trust Capital Partners Experience May 2014 - Present
Job Marketing Intern at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners May 2014 - Present
Roosevelt University January 2014 - May 2014
Saks Fifth Avenue June 2012 - November 2013
Skills
Digital Marketing, Email Marketing, Market Research, Data Analysis, Microsoft Office, Microsoft Excel, Outlook Express, PowerPoint
Education
Roosevelt University 2012 — 2014
Bachelor of Science in Business Administration, Marketing
Harper College 2010 — 2012
Marketing
Performance Trust Capital Partners May 2014 - Present
Roosevelt University January 2014 - May 2014
Saks Fifth Avenue June 2012 - November 2013
Skills
Digital Marketing, Email Marketing, Market Research, Data Analysis, Microsoft Office, Microsoft Excel, Outlook Express, PowerPoint
Education
Roosevelt University 2012 — 2014
Bachelor of Science in Business Administration, Marketing
Harper College 2010 — 2012
Marketing
Thomas Behof Thomas Behof's Performance Trust Capital Partners Experience May 2009 - August 2010
Job Sr. Commercial Real Estate Associate at First American Bank
Industry Banking
Experience
First American Bank September 2012 - Present
Office of United States Congressman Randy Hultgren, IL-14 September 2011 - December 2011
Performance Trust Capital Partners May 2009 - August 2010
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration, Economics
First American Bank September 2012 - Present
Office of United States Congressman Randy Hultgren, IL-14 September 2011 - December 2011
Performance Trust Capital Partners May 2009 - August 2010
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration, Economics
Codi Steinborn Codi Steinborn's Performance Trust Capital Partners Experience May 2014 - August 2014
Job Recent Graduate from the University of WisconsinMadison
Industry Financial Services
Experience
Performance Trust Capital Partners May 2014 - August 2014
Gamma Phi Beta Sorority January 2013 - January 2014
Topaz Cafe May 2013 - August 2013
Caffray Jewellers May 2012 - September 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Financial Modeling, Economics, Customer Service, Teamwork, Time Management, Finance, Social Media, Budgets, Management, Leadership
Education
University of Wisconsin-Madison 2011 — 2015
Bachelor’s Degree, Finance, Investment, and Banking
Universidad de Sevilla
Semester Study Abroad, Business/Commerce, General
Performance Trust Capital Partners May 2014 - August 2014
Gamma Phi Beta Sorority January 2013 - January 2014
Topaz Cafe May 2013 - August 2013
Caffray Jewellers May 2012 - September 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Financial Modeling, Economics, Customer Service, Teamwork, Time Management, Finance, Social Media, Budgets, Management, Leadership
Education
University of Wisconsin-Madison 2011 — 2015
Bachelor’s Degree, Finance, Investment, and Banking
Universidad de Sevilla
Semester Study Abroad, Business/Commerce, General
Brendan Gaughan's Performance Trust Capital Partners Experience May 2013 - June 2013
Job Finance Intern
Industry Investment Management
Experience
University of Michigan Men's Lacrosse Team September 2012 - Present
Aaron Loy Shootout December 2013 - January 2014
Private Lacrosse Tutoring May 2013 - June 2013
Performance Trust Capital Partners May 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Team Leadership, Leadership, Teaching
Education
University of Michigan 2012 — 2016
Business/Managerial Economics
University of Michigan Men's Lacrosse Team September 2012 - Present
Aaron Loy Shootout December 2013 - January 2014
Private Lacrosse Tutoring May 2013 - June 2013
Performance Trust Capital Partners May 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Team Leadership, Leadership, Teaching
Education
University of Michigan 2012 — 2016
Business/Managerial Economics
Trey Freeman Trey Freeman's Performance Trust Capital Partners Experience June 2013 - August 2013
Job Commodities Risk Manager at Top Third Ag Marketing
Industry Financial Services
Experience
Top Third Ag Marketing July 2014 - Present
Performance Trust Capital Partners June 2013 - August 2013
ANCHOR D BANK May 2012 - August 2012
Skills
Analysis, Finance, Banking, Investments, Time Management, Commodity Risk..., Options, Data Analysis, Financial Analysis, Sales, Customer Service, Microsoft Excel
Education
Oklahoma State University 2009 — 2014
Bachelor of Science (BS), Agricultural Economics
Top Third Ag Marketing July 2014 - Present
Performance Trust Capital Partners June 2013 - August 2013
ANCHOR D BANK May 2012 - August 2012
Skills
Analysis, Finance, Banking, Investments, Time Management, Commodity Risk..., Options, Data Analysis, Financial Analysis, Sales, Customer Service, Microsoft Excel
Education
Oklahoma State University 2009 — 2014
Bachelor of Science (BS), Agricultural Economics
Shane Hoover, CFA Shane Hoover, CFA's Performance Trust Capital Partners Experience January 2009 - December 2010
Job Portfolio Manager at PTAM (PT Asset Management, LLC)
Industry Investment Management
Experience
PTAM (PT Asset Management, LLC) January 2015 - Present
PTAM (PT Asset Management, LLC) September 2013 - December 2014
PTAM (PT Asset Management, LLC) July 2010 - September 2013
Performance Trust Capital Partners January 2009 - December 2010
Performance Trust Capital Partners October 2006 - December 2008
Man Investments February 2003 - October 2006
Glenwood Capital, Inc. February 2001 - February 2003
Mercer Investment Consulting 1999 - 2001
Skills
Asset Managment, Strategic Planning, Capital Structure, Project Management, Hedge Funds, Alternative Investments, Investments, Private Equity, Fixed Income, Capital Markets, Portfolio Management, Financial Modeling, Series 7, Equities, Valuation, Mutual Funds, Due Diligence, Financial Analysis, Securities, Bloomberg, LBO, Entrepreneurship, Investment Management, Mergers & Acquisitions, Investment Banking
Education
Northwestern University - Kellogg School of Management 2004 — 2007
M.B.A., Analytical Finance & Entrepreneurship
University of Colorado Boulder 1995 — 1999
B.S., Finance & Information Systems
Eisenhower
PTAM (PT Asset Management, LLC) January 2015 - Present
PTAM (PT Asset Management, LLC) September 2013 - December 2014
PTAM (PT Asset Management, LLC) July 2010 - September 2013
Performance Trust Capital Partners January 2009 - December 2010
Performance Trust Capital Partners October 2006 - December 2008
Man Investments February 2003 - October 2006
Glenwood Capital, Inc. February 2001 - February 2003
Mercer Investment Consulting 1999 - 2001
Skills
Asset Managment, Strategic Planning, Capital Structure, Project Management, Hedge Funds, Alternative Investments, Investments, Private Equity, Fixed Income, Capital Markets, Portfolio Management, Financial Modeling, Series 7, Equities, Valuation, Mutual Funds, Due Diligence, Financial Analysis, Securities, Bloomberg, LBO, Entrepreneurship, Investment Management, Mergers & Acquisitions, Investment Banking
Education
Northwestern University - Kellogg School of Management 2004 — 2007
M.B.A., Analytical Finance & Entrepreneurship
University of Colorado Boulder 1995 — 1999
B.S., Finance & Information Systems
Eisenhower
Ricardo Herena's Performance Trust Capital Partners Experience October 2010 - May 2011
Job Associate, Investment Analytics and Reporting Team at LGIMA
Industry Financial Services
Experience
Legal & General Investment Management America August 2011 - Present
Performance Trust Capital Partners October 2010 - May 2011
Blackmore Partners January 2010 - June 2010
Skills
Private Equity, Investments, Financial Analysis, Valuation, Financial Modeling, VBA, Corporate Finance, Economics, Data Analysis, Pivot Tables, Finance, Market Research, Microsoft Excel, Analysis, PowerPoint, Capital IQ, Accounting, Financial Reporting, Bloomberg, Barclays POINT, Fixed Income..., Performance Attribution, Performance Measurement
Education
Loyola University of Chicago 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Loyola University Chicago 2009 — 2010
Business Administration, Finance and Management
Legal & General Investment Management America August 2011 - Present
Performance Trust Capital Partners October 2010 - May 2011
Blackmore Partners January 2010 - June 2010
Skills
Private Equity, Investments, Financial Analysis, Valuation, Financial Modeling, VBA, Corporate Finance, Economics, Data Analysis, Pivot Tables, Finance, Market Research, Microsoft Excel, Analysis, PowerPoint, Capital IQ, Accounting, Financial Reporting, Bloomberg, Barclays POINT, Fixed Income..., Performance Attribution, Performance Measurement
Education
Loyola University of Chicago 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Loyola University Chicago 2009 — 2010
Business Administration, Finance and Management
Matt Clarkin Matt Clarkin's Performance Trust Capital Partners Experience April 2012 - Present
Job Data Analyst at Performance Trust Capital Partners
Industry Information Technology and Services
Experience
Performance Trust Capital Partners April 2012 - Present
Applied Systems April 2010 - April 2012
Accenture August 2007 - September 2009
University of Chicago May 2007 - July 2007
Hewitt Associates August 2006 - May 2007
Resourceful Bag and Tag December 2005 - July 2006
Saint Xavier University August 2005 - December 2005
Skills
SQL, Microsoft SQL Server, Software Documentation, Data Migration, Business Analysis, Requirements Analysis, VBA, Windows, Databases, Visio, Visual Basic, Testing, Troubleshooting
Education
Saint Xavier University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Saint Xavier University 2004 — 2006
Bachelor of Science, Computer Science
Performance Trust Capital Partners April 2012 - Present
Applied Systems April 2010 - April 2012
Accenture August 2007 - September 2009
University of Chicago May 2007 - July 2007
Hewitt Associates August 2006 - May 2007
Resourceful Bag and Tag December 2005 - July 2006
Saint Xavier University August 2005 - December 2005
Skills
SQL, Microsoft SQL Server, Software Documentation, Data Migration, Business Analysis, Requirements Analysis, VBA, Windows, Databases, Visio, Visual Basic, Testing, Troubleshooting
Education
Saint Xavier University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Saint Xavier University 2004 — 2006
Bachelor of Science, Computer Science
Glenn Schultz, CFA's Performance Trust Capital Partners Experience August 2012 - Present
Job Performance Trust
Industry Capital Markets
Experience
Performance Trust Capital Partners August 2012 - Present
Wells Fargo October 2006 - July 2012
J.P. Morgan July 2004 - February 2006
Banc One Capital Markets October 1996 - July 2004
Prudential Securities May 1990 - February 1995
Skills
MBS, ABS, Structured Products, Structured Finance, Securitization, Fixed Income, Capital Markets, Securities, Portfolio Management, Residential Mortgages, Valuation, Asset Management, Investments, Series 7, Financial Markets, Series 63, Mortgage, Mortgage Lending, Investment Banking, Financial Structuring, Credit Derivatives, Credit
Education
University of Louisville 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
University of Louisville 1980 — 1987
BSBA, Finance
Performance Trust Capital Partners August 2012 - Present
Wells Fargo October 2006 - July 2012
J.P. Morgan July 2004 - February 2006
Banc One Capital Markets October 1996 - July 2004
Prudential Securities May 1990 - February 1995
Skills
MBS, ABS, Structured Products, Structured Finance, Securitization, Fixed Income, Capital Markets, Securities, Portfolio Management, Residential Mortgages, Valuation, Asset Management, Investments, Series 7, Financial Markets, Series 63, Mortgage, Mortgage Lending, Investment Banking, Financial Structuring, Credit Derivatives, Credit
Education
University of Louisville 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
University of Louisville 1980 — 1987
BSBA, Finance
Dan Orr Dan Orr's Performance Trust Capital Partners Experience January 2005 - December 2005
Job Capital Markets
Industry Capital Markets
Experience
Fixed Income Sales April 2012 - Present
Immanuel Church September 2010 - March 2012
Young Life January 2006 - June 2011
Performance Trust Capital Partners January 2005 - December 2005
First Trust Portfolios January 2001 - December 2004
Education
Trinity International University 2006 — 2011
MDiv
Wheaton College 1997 — 2001
BA, Business/Economics
WA
Fixed Income Sales April 2012 - Present
Immanuel Church September 2010 - March 2012
Young Life January 2006 - June 2011
Performance Trust Capital Partners January 2005 - December 2005
First Trust Portfolios January 2001 - December 2004
Education
Trinity International University 2006 — 2011
MDiv
Wheaton College 1997 — 2001
BA, Business/Economics
WA
Nicholas Petrovits Nicholas Petrovits's Performance Trust Capital Partners Experience January 2014 - Present
Job Software Architect at Performance Trust Capital Partners
Industry Capital Markets
Experience
Performance Trust Capital Partners January 2014 - Present
mLevel July 2012 - December 2013
OpenTrader September 2011 - July 2012
Avanade August 2009 - September 2011
Avanade May 2007 - August 2009
Direct Supply May 2002 - April 2007
Skills
Software Development, .NET, TFS, Microsoft SQL Server, C#, Agile Methodologies, WCF, ASP.NET MVC, SSRS, Enterprise Architecture, SOA, WPF, ASP.NET, Software Design, Software Project..., SQL, Visual Studio, Risk Management, Software Engineering, Web Development, Web Services, Management, Silverlight, LINQ, AJAX, jQuery, Entity Framework, T-SQL, SSIS, Solution Architecture, XML, Web Applications, SDLC
Education
Milwaukee School of Engineering 2000 — 2004
Bachelor of Science, Computer Engineering
Performance Trust Capital Partners January 2014 - Present
mLevel July 2012 - December 2013
OpenTrader September 2011 - July 2012
Avanade August 2009 - September 2011
Avanade May 2007 - August 2009
Direct Supply May 2002 - April 2007
Skills
Software Development, .NET, TFS, Microsoft SQL Server, C#, Agile Methodologies, WCF, ASP.NET MVC, SSRS, Enterprise Architecture, SOA, WPF, ASP.NET, Software Design, Software Project..., SQL, Visual Studio, Risk Management, Software Engineering, Web Development, Web Services, Management, Silverlight, LINQ, AJAX, jQuery, Entity Framework, T-SQL, SSIS, Solution Architecture, XML, Web Applications, SDLC
Education
Milwaukee School of Engineering 2000 — 2004
Bachelor of Science, Computer Engineering
Peter Shiner Peter Shiner's Performance Trust Capital Partners Experience 2009 - Present
Job Client Advisor / Institutional Fixed Income Strategies Performance Trust Capital Partners
Industry Capital Markets
Experience
Performance Trust Capital Partners 2009 - Present
Glendora Learning Center Inc. June 2007 - September 2009
Young & Rubicam May 2008 - January 2009
Skills
New Business Development, Fixed Income, Portfolio Management, Series 7, Start-ups, Investments, Alternative Investments, Financial Analysis, Asset Management
Education
Wheaton College 2003 — 2006
M.A., Economics, English
Azusa Pacific University 2006 — 2008
M.B.A., Finance, International Business
Cal Poly Pomona 2008 — 2009
Post Graduate Studies, English, Public Policy Discourse
Performance Trust Capital Partners 2009 - Present
Glendora Learning Center Inc. June 2007 - September 2009
Young & Rubicam May 2008 - January 2009
Skills
New Business Development, Fixed Income, Portfolio Management, Series 7, Start-ups, Investments, Alternative Investments, Financial Analysis, Asset Management
Education
Wheaton College 2003 — 2006
M.A., Economics, English
Azusa Pacific University 2006 — 2008
M.B.A., Finance, International Business
Cal Poly Pomona 2008 — 2009
Post Graduate Studies, English, Public Policy Discourse
Rami Rahim's Performance Trust Capital Partners Experience April 2008 - January 2012
Job UX Global Project Manager
Industry Information Technology and Services
Experience
Grant Thornton LLP February 2014 - Present
Gevano LLC May 2008 - October 2014
A to Z wholesale October 2010 - June 2014
Northern Trust February 2012 - February 2014
Performance Trust Capital Partners April 2008 - January 2012
Protiviti May 2007 - April 2008
Sense Creative Int. January 2003 - January 2007
Skills
C#, Silverlight, XAML, Expression Blend, Visual Studio, WPF, HTML 5, ASP.NET, Agile Methodologies, LINQ, CSS, .NET, Software Development, Web Applications, HTML, User Experience, MVVM, Design Patterns, User Interface, User Interface Design, HTML5
Education
DePaul University 2008 — 2010
Master's degree, Master of IT Project Management
Jami'at Al-Ulum Al-Tatbiqiya 1998 — 2002
Bachelor of Science (BS), Computer Science
Grant Thornton LLP February 2014 - Present
Gevano LLC May 2008 - October 2014
A to Z wholesale October 2010 - June 2014
Northern Trust February 2012 - February 2014
Performance Trust Capital Partners April 2008 - January 2012
Protiviti May 2007 - April 2008
Sense Creative Int. January 2003 - January 2007
Skills
C#, Silverlight, XAML, Expression Blend, Visual Studio, WPF, HTML 5, ASP.NET, Agile Methodologies, LINQ, CSS, .NET, Software Development, Web Applications, HTML, User Experience, MVVM, Design Patterns, User Interface, User Interface Design, HTML5
Education
DePaul University 2008 — 2010
Master's degree, Master of IT Project Management
Jami'at Al-Ulum Al-Tatbiqiya 1998 — 2002
Bachelor of Science (BS), Computer Science
Tyler Barnett Tyler Barnett's Performance Trust Capital Partners Experience October 2011 - Present
Job Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners October 2011 - Present
Performance Trust Capital Partners May 2009 - January 2010
Education
Hope College 2006 — 2010
BA, Management
Performance Trust Capital Partners October 2011 - Present
Performance Trust Capital Partners May 2009 - January 2010
Education
Hope College 2006 — 2010
BA, Management
Bart Smith Bart Smith's Performance Trust Capital Partners Experience 2012 - Present
Job Managing Director at Performance Trust Capital Partners
Industry Banking
Experience
Performance Trust Capital Partners 2012 - Present
FDIC 2002 - 2011
FDIC 1997 - 2002
FDIC 1993 - 1997
FDIC 1985 - 1992
Skills
Credit, Banking, Financial Accounting, Loans, Underwriting, Risk Management, Commercial Banking, Financial Analysis, Portfolio Management, Small Business Lending, Capital Markets, Credit Risk, Commercial Lending, Credit Analysis, Financial Risk, Mortgage Lending, Asset Management, Valuation, Due Diligence, Cash Management, Investments, Corporate Finance, Financial Modeling, Investment Banking, Securities, Fixed Income, Financial Institutions
Education
Stonier Graduate School of Banking 2000 — 2002
Banking
The Citadel 1981 — 1985
Bachelor of Science, Business Administration
Wake Forest University School of Business
Performance Trust Capital Partners 2012 - Present
FDIC 2002 - 2011
FDIC 1997 - 2002
FDIC 1993 - 1997
FDIC 1985 - 1992
Skills
Credit, Banking, Financial Accounting, Loans, Underwriting, Risk Management, Commercial Banking, Financial Analysis, Portfolio Management, Small Business Lending, Capital Markets, Credit Risk, Commercial Lending, Credit Analysis, Financial Risk, Mortgage Lending, Asset Management, Valuation, Due Diligence, Cash Management, Investments, Corporate Finance, Financial Modeling, Investment Banking, Securities, Fixed Income, Financial Institutions
Education
Stonier Graduate School of Banking 2000 — 2002
Banking
The Citadel 1981 — 1985
Bachelor of Science, Business Administration
Wake Forest University School of Business
Jace Rhea Jace Rhea's Performance Trust Capital Partners Experience December 2014 - Present
Job Contractor at Performance Trust Capital Partners
Industry Computer Software
Experience
Performance Trust Capital Partners December 2014 - Present
Sasser Family Holdings, Inc. August 2013 - December 2014
Incapital January 2012 - August 2013
Arroweye Solutions March 2011 - January 2012
CSG Systems February 2010 - March 2011
West Monroe Partners September 2008 - February 2010
eNeighborhoods July 2006 - September 2008
Rush University Medical Center June 2004 - July 2006
Skills
C#, OOP, .NET, Silverlight, jQuery, ASP.NET, ASP.NET MVC, MVC, SQL, F#, Microsoft SQL Server, T-SQL, Agile Methodologies, Web Services, Software Development, WCF, Test Driven Development, JavaScript, Entity Framework, SQL Server, Application Development, angularjs, Visual Studio, SOA, AngularJS, Scrum, Databases
Education
DePaul University 2005 — 2008
MS, Software Engineering
Northern Illinois University 1997 — 2001
BS, Electrical Engineering
Performance Trust Capital Partners December 2014 - Present
Sasser Family Holdings, Inc. August 2013 - December 2014
Incapital January 2012 - August 2013
Arroweye Solutions March 2011 - January 2012
CSG Systems February 2010 - March 2011
West Monroe Partners September 2008 - February 2010
eNeighborhoods July 2006 - September 2008
Rush University Medical Center June 2004 - July 2006
Skills
C#, OOP, .NET, Silverlight, jQuery, ASP.NET, ASP.NET MVC, MVC, SQL, F#, Microsoft SQL Server, T-SQL, Agile Methodologies, Web Services, Software Development, WCF, Test Driven Development, JavaScript, Entity Framework, SQL Server, Application Development, angularjs, Visual Studio, SOA, AngularJS, Scrum, Databases
Education
DePaul University 2005 — 2008
MS, Software Engineering
Northern Illinois University 1997 — 2001
BS, Electrical Engineering
Andrew Hixson Andrew Hixson's Performance Trust Capital Partners Experience January 2000 - Present
Job Director at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners January 2000 - Present
Motorola Employees Credit Union 1998 - 2000
Education
North Central College 1997 — 2000
BS, Finance
Millikin University 1996 — 1997
Performance Trust Capital Partners January 2000 - Present
Motorola Employees Credit Union 1998 - 2000
Education
North Central College 1997 — 2000
BS, Finance
Millikin University 1996 — 1997
Jack Lohan's Performance Trust Capital Partners Experience October 2011 - Present
Job Education Coordinator at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners October 2011 - Present
Education
Indiana University Bloomington 2006 — 2010
Bachelor’s Degree, Finance, 3.4
Performance Trust Capital Partners October 2011 - Present
Education
Indiana University Bloomington 2006 — 2010
Bachelor’s Degree, Finance, 3.4
Danilo Gama's Performance Trust Capital Partners Experience January 2013 - Present
Job Director of Dev Operations at Performance Trust Capital Partners
Industry Capital Markets
Experience
Performance Trust Capital Partners January 2013 - Present
Performance Trust Capital Partners September 2009 - December 2012
JP Morgan, Investment Bank 2005 - May 2009
Bank One 2001 - 2005
First Chicago NBD 2000 - 2001
First Chicago 1998 - 2000
Skills
Business Analysis, Requirements Analysis, Vendor Management, Integration, Software Development, Acceptance Testing, Capital Markets, Fixed Income, Derivatives, Interest Rate..., Investment Banking, Middle Office, Back Office, Project Management, Agile Project Management, Certified Scrum Master..., Team Leadership, Spanish
Education
DePaul University 1994 — 1998
B.S in Commerce, Finance, Portfolio Management
Roger Sullivan High School 1986 — 1990
IAMS 1980 — 1986
Performance Trust Capital Partners January 2013 - Present
Performance Trust Capital Partners September 2009 - December 2012
JP Morgan, Investment Bank 2005 - May 2009
Bank One 2001 - 2005
First Chicago NBD 2000 - 2001
First Chicago 1998 - 2000
Skills
Business Analysis, Requirements Analysis, Vendor Management, Integration, Software Development, Acceptance Testing, Capital Markets, Fixed Income, Derivatives, Interest Rate..., Investment Banking, Middle Office, Back Office, Project Management, Agile Project Management, Certified Scrum Master..., Team Leadership, Spanish
Education
DePaul University 1994 — 1998
B.S in Commerce, Finance, Portfolio Management
Roger Sullivan High School 1986 — 1990
IAMS 1980 — 1986
Anders Rosenquist's Performance Trust Capital Partners Experience January 2007 - May 2007
Job
Industry Investment Management
Experience
Promus Equity Partners, LLC April 2010 - Present
Promus Capital LLC April 2010 - Present
KeHE Distributors February 2010 - March 2010
Kehe Food Distributors August 2009 - January 2010
Kehe Food Distributors February 2008 - August 2009
Kehe Food Distributors May 2007 - February 2008
Performance Trust Capital Partners January 2007 - May 2007
The Executives' Club of Chicago September 2004 - October 2006
BDO Seidman January 2006 - June 2006
North Park University 2003 - 2005
Skills
Financial Modeling, VBA, Analysis, Excel, PowerPoint, Microsoft Excel, Hedge Funds, Forecasting, Valuation, Financial Analysis, Alternative Investments, Strategy, Finance, Strategic Financial..., Investments, Business Analysis, Private Equity
Education
North Park University 2003 — 2007
B.S.
West High School 1999 — 2003
Promus Equity Partners, LLC April 2010 - Present
Promus Capital LLC April 2010 - Present
KeHE Distributors February 2010 - March 2010
Kehe Food Distributors August 2009 - January 2010
Kehe Food Distributors February 2008 - August 2009
Kehe Food Distributors May 2007 - February 2008
Performance Trust Capital Partners January 2007 - May 2007
The Executives' Club of Chicago September 2004 - October 2006
BDO Seidman January 2006 - June 2006
North Park University 2003 - 2005
Skills
Financial Modeling, VBA, Analysis, Excel, PowerPoint, Microsoft Excel, Hedge Funds, Forecasting, Valuation, Financial Analysis, Alternative Investments, Strategy, Finance, Strategic Financial..., Investments, Business Analysis, Private Equity
Education
North Park University 2003 — 2007
B.S.
West High School 1999 — 2003
Gudmundur Kristjansson's Performance Trust Capital Partners Experience 2005 - 2007
Job Senior Vice President Portfolio Manager at MFA Financial
Industry Investment Management
Experience
MFA Financial November 2010 - Present
MFA Financial December 2008 - November 2010
MFA Financial March 2007 - December 2008
Performance Trust Capital Partners 2005 - 2007
Skills
Portfolio Management, Fixed Income, MBS, Residential Mortgages, Interest Rate Swaps, Repos, Swaptions, Fixed Income Products, Agency MBS, Financial Modeling, Bloomberg, Trading, Structured Products, Bonds, Structured Finance, Capital Markets
Education
Cornell University 2004 — 2005
MEng, Operations Research
Háskóli Íslands 2000 — 2003
B.Sc., Mechanical and Industrial Engineering
Commercial College of Iceland
MFA Financial November 2010 - Present
MFA Financial December 2008 - November 2010
MFA Financial March 2007 - December 2008
Performance Trust Capital Partners 2005 - 2007
Skills
Portfolio Management, Fixed Income, MBS, Residential Mortgages, Interest Rate Swaps, Repos, Swaptions, Fixed Income Products, Agency MBS, Financial Modeling, Bloomberg, Trading, Structured Products, Bonds, Structured Finance, Capital Markets
Education
Cornell University 2004 — 2005
MEng, Operations Research
Háskóli Íslands 2000 — 2003
B.Sc., Mechanical and Industrial Engineering
Commercial College of Iceland
Megan Geldman's Performance Trust Capital Partners Experience January 2012 - Present
Job Director of Marketing at Performance Trust Capital Partners
Industry Marketing and Advertising
Experience
Performance Trust Capital Partners January 2012 - Present
Street-Level Youth Media February 2013 - Present
Performance Trust Capital Partners November 2008 - January 2012
Performance Trust Capital Partners October 2007 - December 2008
Sereno Group June 2006 - August 2007
Coldwell Banker 2005 - 2006
Skills
Project Management, Adobe Creative Suite, Microsoft Office, Marketing Strategy, HTML, Strategy, Creative Direction, Graphic Design, Public Relations, Marketing, Management, Strategic Planning, Marketing Communications
Education
University of Puget Sound 2000 — 2004
BA
Performance Trust Capital Partners January 2012 - Present
Street-Level Youth Media February 2013 - Present
Performance Trust Capital Partners November 2008 - January 2012
Performance Trust Capital Partners October 2007 - December 2008
Sereno Group June 2006 - August 2007
Coldwell Banker 2005 - 2006
Skills
Project Management, Adobe Creative Suite, Microsoft Office, Marketing Strategy, HTML, Strategy, Creative Direction, Graphic Design, Public Relations, Marketing, Management, Strategic Planning, Marketing Communications
Education
University of Puget Sound 2000 — 2004
BA
Nuri Pazol's Performance Trust Capital Partners Experience January 2015 - Present
Job Senior Graphic Designer and Chief Technology Solutions Officer at Ebus Innovation
Industry Graphic Design
Experience
Ebus Innovation February 2014 - Present
Performance Trust Capital Partners January 2015 - Present
American Specialty Toy Retailers Association July 2011 - Present
MSI Social June 2008 - December 2014
GA Communication April 2011 - May 2011
AlphaGraphics January 2006 - June 2010
Flair Communications Agency April 2008 - June 2008
VSA Partners July 2007 - January 2008
Miami University January 2003 - May 2003
YouthResource 1996 - 1999
Skills
Adobe Creative Suite, InDesign, Illustrator, Adobe Creative Cloud, Graphic Design, Creative Direction, Mac, Social Media, Graphics, Art Direction, Web Design, Illustration, Photoshop, Visual Communication, Microsoft Office, Typography, Creative Strategy, Pre-press, Brand Development, Posters, Brochures, Facebook, Logo Design, Layout, PowerPoint, Microsoft Word, Collateral, Branding & Identity, Vector Illustration, User Interface Design, Corporate Branding, Direct Mail, Adobe Acrobat, OS X, Concept Development, Interaction Design, Dreamweaver, Eblasts, Mac OS X, Microsoft Windows, Print Production, Soundbooth, Premiere, Corporate Identity, Logos, Word, Outlook, Trade Show Graphics, QuarkXPress, iOS
Education
Inlingua School of Languages 2009 — 2010
Japanese
Miami University 1999 — 2003
BPhil, Digital Graphic Design, Spanish Philology & Culture
Universidad de Vigo 2001 — 2002
Certificate of Fluency, Spanish / English Translation
Youngstown State University 1998 — 1999
SB140, Spanish
Liberty High School 1995 — 1999
Diploma, Liberty Scholar, High School/Secondary Diplomas and Certificates
Ebus Innovation February 2014 - Present
Performance Trust Capital Partners January 2015 - Present
American Specialty Toy Retailers Association July 2011 - Present
MSI Social June 2008 - December 2014
GA Communication April 2011 - May 2011
AlphaGraphics January 2006 - June 2010
Flair Communications Agency April 2008 - June 2008
VSA Partners July 2007 - January 2008
Miami University January 2003 - May 2003
YouthResource 1996 - 1999
Skills
Adobe Creative Suite, InDesign, Illustrator, Adobe Creative Cloud, Graphic Design, Creative Direction, Mac, Social Media, Graphics, Art Direction, Web Design, Illustration, Photoshop, Visual Communication, Microsoft Office, Typography, Creative Strategy, Pre-press, Brand Development, Posters, Brochures, Facebook, Logo Design, Layout, PowerPoint, Microsoft Word, Collateral, Branding & Identity, Vector Illustration, User Interface Design, Corporate Branding, Direct Mail, Adobe Acrobat, OS X, Concept Development, Interaction Design, Dreamweaver, Eblasts, Mac OS X, Microsoft Windows, Print Production, Soundbooth, Premiere, Corporate Identity, Logos, Word, Outlook, Trade Show Graphics, QuarkXPress, iOS
Education
Inlingua School of Languages 2009 — 2010
Japanese
Miami University 1999 — 2003
BPhil, Digital Graphic Design, Spanish Philology & Culture
Universidad de Vigo 2001 — 2002
Certificate of Fluency, Spanish / English Translation
Youngstown State University 1998 — 1999
SB140, Spanish
Liberty High School 1995 — 1999
Diploma, Liberty Scholar, High School/Secondary Diplomas and Certificates
Roger Hernandez's Performance Trust Capital Partners Experience April 2014 - Present
Job Performance Trust Capital Partners
Industry Investment Banking
Experience
Performance Trust Capital Partners April 2014 - Present
Zions Bancorporation June 2010 - June 2013
FBR Capital Markets August 2005 - January 2010
Skills
Series 7, Investment Banking, Credit Analysis, Equities, Commercial Banking, Financial Modeling, Capital Markets, Corporate Finance, Financial Institutions, Valuation, Banking, Bloomberg, Portfolio Management
Education
William E. Simon School of Business 2003 — 2005
Master of Business Administration (MBA), Finance and Corporate Accounting
Performance Trust Capital Partners April 2014 - Present
Zions Bancorporation June 2010 - June 2013
FBR Capital Markets August 2005 - January 2010
Skills
Series 7, Investment Banking, Credit Analysis, Equities, Commercial Banking, Financial Modeling, Capital Markets, Corporate Finance, Financial Institutions, Valuation, Banking, Bloomberg, Portfolio Management
Education
William E. Simon School of Business 2003 — 2005
Master of Business Administration (MBA), Finance and Corporate Accounting
Kenneth P.W. (Kip) Rainey's Performance Trust Capital Partners Experience April 2013 - Present
Job Consultant at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners April 2013 - Present
Kenneth Rainey Consulting, Inc July 2012 - Present
Echo Global Logistics 2012 - 2013
Incapital LLC October 2000 - July 2012
Tenfold April 1999 - August 2000
University of Illinois at Urbana-Champaign September 1995 - May 1998
Skills
Software Development, Data Warehousing, Software Design, Data Mining, SQL, C#, Microsoft SQL Server, Business Analysis, JavaScript, Agile Methodologies, Business Intelligence, Data Modeling, Web Services, SOA, Fixed Income, Team Leadership, Scrum, Web Applications, Visual Studio, Agile Project Management, .NET, SDLC, HTML, Integration, Web Development, Enterprise Architecture, TeamCity, LAMP, ASP.NET MVC, SOAP, REST, Continuous Integration, Git
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Musicology
New York University 1992 — 1994
MA, Musicology
Hamline University 1989 — 1992
BA, Music, Anthropology
Kent State University
Performance Trust Capital Partners April 2013 - Present
Kenneth Rainey Consulting, Inc July 2012 - Present
Echo Global Logistics 2012 - 2013
Incapital LLC October 2000 - July 2012
Tenfold April 1999 - August 2000
University of Illinois at Urbana-Champaign September 1995 - May 1998
Skills
Software Development, Data Warehousing, Software Design, Data Mining, SQL, C#, Microsoft SQL Server, Business Analysis, JavaScript, Agile Methodologies, Business Intelligence, Data Modeling, Web Services, SOA, Fixed Income, Team Leadership, Scrum, Web Applications, Visual Studio, Agile Project Management, .NET, SDLC, HTML, Integration, Web Development, Enterprise Architecture, TeamCity, LAMP, ASP.NET MVC, SOAP, REST, Continuous Integration, Git
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Musicology
New York University 1992 — 1994
MA, Musicology
Hamline University 1989 — 1992
BA, Music, Anthropology
Kent State University
Anna Goldberg's Performance Trust Capital Partners Experience July 2003 - October 2005
Job Release Engineer at Arroweye Solutions Inc.
Industry Computer Software
Experience
Arroweye Solutions November 2005 - Present
Performance Trust Capital Partners July 2003 - October 2005
Skills
XML, SQL, Quality Assurance, Software Documentation, Software Development, Testing, Visual Studio, Test Automation, .NET, Agile Methodologies, JavaScript, SDLC, Microsoft SQL Server, Scrum, Troubleshooting, Web Development
Education
University of Illinois at Chicago 1999 — 2002
Arroweye Solutions November 2005 - Present
Performance Trust Capital Partners July 2003 - October 2005
Skills
XML, SQL, Quality Assurance, Software Documentation, Software Development, Testing, Visual Studio, Test Automation, .NET, Agile Methodologies, JavaScript, SDLC, Microsoft SQL Server, Scrum, Troubleshooting, Web Development
Education
University of Illinois at Chicago 1999 — 2002
John Behof's Performance Trust Capital Partners Experience March 1996 - January 2010
Job Director at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners LLC January 2010 - Present
Performance Trust Capital Partners March 1996 - January 2010
NartionsBanc-CRT 1994 - 1996
Federal Reserve Bank of Chicago December 1988 - June 1994
Skills
Fixed Income, Investments, Portfolio Management, Derivatives, Banking, Options, Financial Markets, Bloomberg, Financial Analysis, Capital Markets, Financial Modeling, Series 7, Alternative Investments, Asset Managment, Valuation, Bonds, Financial Risk, Hedge Funds, Loans, Trading, Securities, Equities, Credit Analysis, Private Equity, Financial Institutions, Asset Management, Investment Banking, Credit, Corporate Finance, Mutual Funds
Education
Northwestern University - Kellogg School of Management 1979 — 1982
Masters of Management, Finance, General and Managerial Economics
Northwestern University 1974 — 1978
Bachelor of Arts (B.A.), Double Major- Economics and Geography
Performance Trust Capital Partners LLC January 2010 - Present
Performance Trust Capital Partners March 1996 - January 2010
NartionsBanc-CRT 1994 - 1996
Federal Reserve Bank of Chicago December 1988 - June 1994
Skills
Fixed Income, Investments, Portfolio Management, Derivatives, Banking, Options, Financial Markets, Bloomberg, Financial Analysis, Capital Markets, Financial Modeling, Series 7, Alternative Investments, Asset Managment, Valuation, Bonds, Financial Risk, Hedge Funds, Loans, Trading, Securities, Equities, Credit Analysis, Private Equity, Financial Institutions, Asset Management, Investment Banking, Credit, Corporate Finance, Mutual Funds
Education
Northwestern University - Kellogg School of Management 1979 — 1982
Masters of Management, Finance, General and Managerial Economics
Northwestern University 1974 — 1978
Bachelor of Arts (B.A.), Double Major- Economics and Geography
Dani Kadi's Performance Trust Capital Partners Experience March 2008 - Present
Job Help Desk Lead/Junior Systems Administrator at Performance Trust Capital Partners
Industry Information Technology and Services
Experience
Performance Trust Capital Partners March 2008 - Present
Harris Associates 2007 - 2008
Skills
Operating Systems, System Administration, Active Directory, Windows, Windows Server, Servers, Blackberry Enterprise..., VMware, Security, ActiveSync, DHCP, VPN, DNS, TCP/IP, Networking
Education
Computer Training 2007 — 2008
MCP, Completed courses for MCSA and MCSE
Oakton Community College 2000 — 2002
Performance Trust Capital Partners March 2008 - Present
Harris Associates 2007 - 2008
Skills
Operating Systems, System Administration, Active Directory, Windows, Windows Server, Servers, Blackberry Enterprise..., VMware, Security, ActiveSync, DHCP, VPN, DNS, TCP/IP, Networking
Education
Computer Training 2007 — 2008
MCP, Completed courses for MCSA and MCSE
Oakton Community College 2000 — 2002
Jorge F. Sanchez's Performance Trust Capital Partners Experience January 2000 - January 2002
Job CFO
Industry Banking
Experience
Floridian Financial Group, Inc. June 2011 - Present
Gibraltar Private Bank & Trust December 2009 - May 2011
Continental National Bank of Miami November 2008 - December 2009
R-G ACQUISITIONS HOLDING CORPORATION December 2007 - November 2008
R-G Crown Bank November 2002 - November 2007
Performance Trust Capital Partners January 2000 - January 2002
Pacific National Bank January 1987 - January 2000
GOVERNMENT SECURITIES CORP January 1985 - January 1987
COSMO COMMUNICATIONS CORPORATION January 1983 - January 1985
SANSON, KLINE January 1982 - January 1983
Skills
Asset/Liability Risk..., Liquidity Risk..., Strategy Development &..., Financial Reporting, SOX, Strategic Planning, Vendor Management, Enterprise Risk..., Fixed Income Portfolio..., Fixed Income Strategies, Interest Rate Risk..., Finance, Banking, Sarbanes-Oxley Act, Credit, Portfolio Management, Treasury Management, Financial Analysis, Risk Management, Auditing, Credit Risk, Accounting, Loans, Financial Services, Internal Controls, Financial Institutions, Liquidity Risk
Education
Boston College 1974 — 1978
Bachelor of Science, Accounting
Phillips Academy Andover 1971 — 1974
Floridian Financial Group, Inc. June 2011 - Present
Gibraltar Private Bank & Trust December 2009 - May 2011
Continental National Bank of Miami November 2008 - December 2009
R-G ACQUISITIONS HOLDING CORPORATION December 2007 - November 2008
R-G Crown Bank November 2002 - November 2007
Performance Trust Capital Partners January 2000 - January 2002
Pacific National Bank January 1987 - January 2000
GOVERNMENT SECURITIES CORP January 1985 - January 1987
COSMO COMMUNICATIONS CORPORATION January 1983 - January 1985
SANSON, KLINE January 1982 - January 1983
Skills
Asset/Liability Risk..., Liquidity Risk..., Strategy Development &..., Financial Reporting, SOX, Strategic Planning, Vendor Management, Enterprise Risk..., Fixed Income Portfolio..., Fixed Income Strategies, Interest Rate Risk..., Finance, Banking, Sarbanes-Oxley Act, Credit, Portfolio Management, Treasury Management, Financial Analysis, Risk Management, Auditing, Credit Risk, Accounting, Loans, Financial Services, Internal Controls, Financial Institutions, Liquidity Risk
Education
Boston College 1974 — 1978
Bachelor of Science, Accounting
Phillips Academy Andover 1971 — 1974
Jonathon Elsass's Performance Trust Capital Partners Experience January 2015 - Present
Job Director at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners January 2015 - Present
Performance Trust Capital Partners September 2013 - January 2015
Performance Trust Capital Partners October 2008 - September 2013
Covidien September 2001 - October 2008
Skills
Portfolio Management, Financial Modeling, Investments, Sales
Education
Northwestern University - Kellogg School of Management 2006 — 2009
Masters in Business Administration, Finance & Marketing
Cornell University 1997 — 2001
Bachelor's degree, Applied Economics & Management
Wapakoneta High School
Performance Trust Capital Partners January 2015 - Present
Performance Trust Capital Partners September 2013 - January 2015
Performance Trust Capital Partners October 2008 - September 2013
Covidien September 2001 - October 2008
Skills
Portfolio Management, Financial Modeling, Investments, Sales
Education
Northwestern University - Kellogg School of Management 2006 — 2009
Masters in Business Administration, Finance & Marketing
Cornell University 1997 — 2001
Bachelor's degree, Applied Economics & Management
Wapakoneta High School
James Matson's Performance Trust Capital Partners Experience January 2005 - May 2012
Job Entrepreneur and Investor
Industry Venture Capital & Private Equity
Experience
Scandia Management LLC June 2012 - Present
Performance Trust Capital Partners January 2005 - May 2012
Griffin, Kubik, Stephens & Thompson June 1993 - December 2004
Combus, Inc. June 1984 - May 1993
Skills
Team Leadership, Leadership Development, Turn Around Management, Sales Management, Marketing Strategy, Capital Markets, Board of Director..., Business Development, Entrepreneurship, Governance, Leadership, New Business Development, Non-profits, Sales, Strategy, Management, Operations Management
Education
Quinlan School of Business, Loyola University Chicago 1998 — 2000
MBA, Management and Finance
Wheaton College 1980 — 1984
B.A., Economics
Scandia Management LLC June 2012 - Present
Performance Trust Capital Partners January 2005 - May 2012
Griffin, Kubik, Stephens & Thompson June 1993 - December 2004
Combus, Inc. June 1984 - May 1993
Skills
Team Leadership, Leadership Development, Turn Around Management, Sales Management, Marketing Strategy, Capital Markets, Board of Director..., Business Development, Entrepreneurship, Governance, Leadership, New Business Development, Non-profits, Sales, Strategy, Management, Operations Management
Education
Quinlan School of Business, Loyola University Chicago 1998 — 2000
MBA, Management and Finance
Wheaton College 1980 — 1984
B.A., Economics
Kate Lynch's Performance Trust Capital Partners Experience October 2013 - Present
Job Director, Investment Banking, at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners October 2013 - Present
Houlihan Lokey August 2012 - October 2013
Patriot Financial Partners April 2011 - June 2012
Lone Star Funds U.S. Acquisitions February 2008 - April 2011
Bear Stearns February 2005 - January 2008
Deutsche Bank April 2004 - February 2005
National City Bank June 2002 - April 2004
Brown Gibbons Lang & Company June 2001 - September 2001
Columbus CEO Magazine July 1998 - July 2000
Skills
Private Equity, Community Banking, Writing, Banking, Acquisitions, Capital Markets
Education
The Ohio State University Fisher College of Business 2000 — 2002
MBA, Finance
John Carroll University 1995 — 1998
BA, English, Math
Performance Trust Capital Partners October 2013 - Present
Houlihan Lokey August 2012 - October 2013
Patriot Financial Partners April 2011 - June 2012
Lone Star Funds U.S. Acquisitions February 2008 - April 2011
Bear Stearns February 2005 - January 2008
Deutsche Bank April 2004 - February 2005
National City Bank June 2002 - April 2004
Brown Gibbons Lang & Company June 2001 - September 2001
Columbus CEO Magazine July 1998 - July 2000
Skills
Private Equity, Community Banking, Writing, Banking, Acquisitions, Capital Markets
Education
The Ohio State University Fisher College of Business 2000 — 2002
MBA, Finance
John Carroll University 1995 — 1998
BA, English, Math
Brad Rosenberg, MSF, CETF, CHP's Performance Trust Capital Partners Experience January 2013 - July 2014
Job Business Analyst/Project Manager at Invesco US
Industry Financial Services
Experience
Invesco US July 2014 - Present
Performance Trust Capital Partners January 2013 - July 2014
Performance Trust Capital Partners April 2012 - December 2012
Guggenheim Partners January 2012 - April 2012
Guggenheim Funds Distributors, Inc January 2011 - December 2011
UBS Global Asset Management November 2008 - December 2010
State Street Bank and Trust Company September 2007 - November 2008
State Street Bank & Trust October 2006 - September 2007
Investor's Bank & Trust Company June 2005 - September 2006
Skills
Bloomberg, Fixed Income, Capital Markets, Mutual Funds, Financial Reporting, Investment Products, Securities, Financial Services, Microsoft Office, MorningStar Direct, Excel, ETFs, Financial Markets, Hedge Funds, Alternative Investments, Fund Accounting, Investments, PowerPoint, Word, Outlook, Zephyr StyleAdvisor, Lehman Point, GIMII, Barclays Capital LIve, Hedge Fund Strategies, Hedge Fund Due Diligence, Hedge Fund Portfolio..., Fund Of Funds, Offshore Funds, Master Limited..., Bloomberg Data License, Exchange Traded Notes, Eagle PACE
Education
Brandeis International Business School 2007 — 2009
Masters of Science, Finance
Muhlenberg College 2001 — 2005
Bachelors of Arts, Business Administration (Managarial Finance) and International Studies (Global Trade)
SIT: Switzerland 2004 — 2004
Invesco US July 2014 - Present
Performance Trust Capital Partners January 2013 - July 2014
Performance Trust Capital Partners April 2012 - December 2012
Guggenheim Partners January 2012 - April 2012
Guggenheim Funds Distributors, Inc January 2011 - December 2011
UBS Global Asset Management November 2008 - December 2010
State Street Bank and Trust Company September 2007 - November 2008
State Street Bank & Trust October 2006 - September 2007
Investor's Bank & Trust Company June 2005 - September 2006
Skills
Bloomberg, Fixed Income, Capital Markets, Mutual Funds, Financial Reporting, Investment Products, Securities, Financial Services, Microsoft Office, MorningStar Direct, Excel, ETFs, Financial Markets, Hedge Funds, Alternative Investments, Fund Accounting, Investments, PowerPoint, Word, Outlook, Zephyr StyleAdvisor, Lehman Point, GIMII, Barclays Capital LIve, Hedge Fund Strategies, Hedge Fund Due Diligence, Hedge Fund Portfolio..., Fund Of Funds, Offshore Funds, Master Limited..., Bloomberg Data License, Exchange Traded Notes, Eagle PACE
Education
Brandeis International Business School 2007 — 2009
Masters of Science, Finance
Muhlenberg College 2001 — 2005
Bachelors of Arts, Business Administration (Managarial Finance) and International Studies (Global Trade)
SIT: Switzerland 2004 — 2004
Scott Schroder's Performance Trust Capital Partners Experience 2008 - 2008
Job Ronin at X
Industry Investment Management
Experience
Ironbeam April 2013 - Present
X 2008 - 2013
Performance Trust Capital Partners 2008 - 2008
Chicago Board of Trade 1993 - 2008
Chicago Merchantile Exchange 1993 - 2008
CME Group 1993 - 2008
Alaron Trading 2002 - 2004
O'Shaughnessy Asset Management 2000 - 2001
Bank One 1998 - 2000
First Chicago 1998 - 2000
Skills
Account Management, Advertising Campaign..., Advertising Research, Bloomberg, Brokerage, Client Relationship..., Client Services, Database Development, Derivatives, Employee Management, Equities, Equity Raising, Futures, Investments, Managed Futures, Media Relations, Money Management, Options, Private Equity, Product Promotion, Trading, Trading Systems, Vendor Relations, Currency, Financial Services, Commodity, Hedging, Electronic Trading, CQG, FX trading, Market Making, Portfolio Management, Proprietary Trading, Traders, Finance, Options Strategies, Technical Analysis, Hedge Funds, Fixed Income, Trading Strategies, Databases, CRM, FX Options, Financial Markets, Equity Trading
Education
Iowa State University
Bachelors of Business Administration, Finance, Economics, Business & Economics History
Ironbeam April 2013 - Present
X 2008 - 2013
Performance Trust Capital Partners 2008 - 2008
Chicago Board of Trade 1993 - 2008
Chicago Merchantile Exchange 1993 - 2008
CME Group 1993 - 2008
Alaron Trading 2002 - 2004
O'Shaughnessy Asset Management 2000 - 2001
Bank One 1998 - 2000
First Chicago 1998 - 2000
Skills
Account Management, Advertising Campaign..., Advertising Research, Bloomberg, Brokerage, Client Relationship..., Client Services, Database Development, Derivatives, Employee Management, Equities, Equity Raising, Futures, Investments, Managed Futures, Media Relations, Money Management, Options, Private Equity, Product Promotion, Trading, Trading Systems, Vendor Relations, Currency, Financial Services, Commodity, Hedging, Electronic Trading, CQG, FX trading, Market Making, Portfolio Management, Proprietary Trading, Traders, Finance, Options Strategies, Technical Analysis, Hedge Funds, Fixed Income, Trading Strategies, Databases, CRM, FX Options, Financial Markets, Equity Trading
Education
Iowa State University
Bachelors of Business Administration, Finance, Economics, Business & Economics History
Rohit Murjani's Performance Trust Capital Partners Experience December 2012 - Present
Job Sr Analyst at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners December 2012 - Present
Standard and Poors September 2011 - November 2012
Attain Capital Management March 2010 - June 2011
Penson GHCO July 2009 - January 2010
Calamos 2006 - 2007
Morningstar December 2003 - January 2004
Skills
SQL, C++, C#, Trading, Economics
Education
Aston University 2007 — 2008
MSc, Finance and Investmetns
Northern Illinois University 2003 — 2007
BSc, Finance, Computer Science
Performance Trust Capital Partners December 2012 - Present
Standard and Poors September 2011 - November 2012
Attain Capital Management March 2010 - June 2011
Penson GHCO July 2009 - January 2010
Calamos 2006 - 2007
Morningstar December 2003 - January 2004
Skills
SQL, C++, C#, Trading, Economics
Education
Aston University 2007 — 2008
MSc, Finance and Investmetns
Northern Illinois University 2003 — 2007
BSc, Finance, Computer Science
Brian Battle's Performance Trust Capital Partners Experience May 2005 - Present
Job Director at Performance Trust Capital Partners
Industry Investment Banking
Experience
Performance Trust Capital Partners May 2005 - Present
Giffin Kubik Stephens & Thompson January 1995 - May 2005
American National Bank & Trust Co of Chicago November 1984 - January 1995
American National Bank/First Chicago Corporation 1984 - 1994
Skills
Investments, Capital Markets, Portfolio Management, Fixed Income, Financial Analysis, Asset Management, Financial Modeling, Bloomberg, Equities, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1990
MBA, Business and Finance
Winona State University 1980 — 1984
Bachelor of Science (BS), Finance and Economics
Performance Trust Capital Partners May 2005 - Present
Giffin Kubik Stephens & Thompson January 1995 - May 2005
American National Bank & Trust Co of Chicago November 1984 - January 1995
American National Bank/First Chicago Corporation 1984 - 1994
Skills
Investments, Capital Markets, Portfolio Management, Fixed Income, Financial Analysis, Asset Management, Financial Modeling, Bloomberg, Equities, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1990
MBA, Business and Finance
Winona State University 1980 — 1984
Bachelor of Science (BS), Finance and Economics
Alex Balc's Performance Trust Capital Partners Experience
Job MD at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners
Skills
Bloomberg, Portfolio Management, Capital Markets, Fixed Income, Asset Management, Series 7, Investments
Education
Bethel University 1985 — 1989
Bachelor's Degree, History
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Performance Trust Capital Partners
Skills
Bloomberg, Portfolio Management, Capital Markets, Fixed Income, Asset Management, Series 7, Investments
Education
Bethel University 1985 — 1989
Bachelor's Degree, History
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Joe Lombardi's Performance Trust Capital Partners Experience October 2012 - Present
Job Director Performance Trust Analytics Group
Industry Financial Services
Experience
Performance Trust Capital Partners October 2012 - Present
Robert W. Baird & Co. January 2005 - September 2012
Sage Advisory Services 2001 - 2005
Skills
Series 7, Investments, Wealth Management, Asset Allocation, Portfolio Management, Series 63, Asset Managment, Fixed Income, Mutual Funds, Investment Management, Insurance
Education
Bowling Green State University 1985 — 1989
Performance Trust Capital Partners October 2012 - Present
Robert W. Baird & Co. January 2005 - September 2012
Sage Advisory Services 2001 - 2005
Skills
Series 7, Investments, Wealth Management, Asset Allocation, Portfolio Management, Series 63, Asset Managment, Fixed Income, Mutual Funds, Investment Management, Insurance
Education
Bowling Green State University 1985 — 1989
Anthony Joseph Kalina's Performance Trust Capital Partners Experience June 2007 - April 2012
Job Financial Specialist at Ehlers
Industry Financial Services
Experience
Ehlers June 2015 - Present
City of Prospect Heights September 2014 - March 2015
Village of Barrington July 2012 - May 2014
Performance Trust Capital Partners June 2007 - April 2012
Village of Villa Park February 2007 - July 2007
Illinois Bureau of Tourism June 2006 - September 2006
Skills
Securities, Series 7, Series 63, Local Government, Fixed Income, Due Diligence, Series 65, Capital Markets, Local Government Finance, Microsoft Office, Investment Compliance, Asset Management, Financial Analysis, Financial Modeling, Leadership, Management, Policy, Public Speaking, Social Media, Strategic Planning, Team Leadership, Research
Education
Northern Illinois University 2012 — 2014
Master's Degree, Public Administration (MPA) / Public Finance & Budgeting, 3.78 / 4.0
DePaul University 2002 — 2006
Bachelor of Arts (BA), Political Science & Psychology, Graduated with High Honors
Notre Dame High School for Boys 1998 — 2002
Ehlers June 2015 - Present
City of Prospect Heights September 2014 - March 2015
Village of Barrington July 2012 - May 2014
Performance Trust Capital Partners June 2007 - April 2012
Village of Villa Park February 2007 - July 2007
Illinois Bureau of Tourism June 2006 - September 2006
Skills
Securities, Series 7, Series 63, Local Government, Fixed Income, Due Diligence, Series 65, Capital Markets, Local Government Finance, Microsoft Office, Investment Compliance, Asset Management, Financial Analysis, Financial Modeling, Leadership, Management, Policy, Public Speaking, Social Media, Strategic Planning, Team Leadership, Research
Education
Northern Illinois University 2012 — 2014
Master's Degree, Public Administration (MPA) / Public Finance & Budgeting, 3.78 / 4.0
DePaul University 2002 — 2006
Bachelor of Arts (BA), Political Science & Psychology, Graduated with High Honors
Notre Dame High School for Boys 1998 — 2002
Chris Kersten's Performance Trust Capital Partners Experience April 2015 - Present
Job Director of Business Intelligence at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners April 2015 - Present
OptionsHouse Acquisition, LLC September 2014 - March 2015
OptionsHouse February 2012 - September 2014
OptionsHouse October 2010 - February 2012
optionsXpress 2008 - October 2010
Matria Healthcare 2007 - 2008
Hewitt Associates 2005 - 2007
Skills
Analytics, Business Analysis, SQL, Data Analysis, Web Analytics, Process Improvement, Analysis, Business Intelligence, CRM, Quality Assurance, Strategy, Data Warehousing, Management, Project Management, Leadership
Education
University of Illinois at Chicago
MBA, Finance
University of Illinois at Chicago 2006 — 2010
MS, Management Information Systems
University of Illinois at Chicago 2003 — 2005
BA, Economics
Performance Trust Capital Partners April 2015 - Present
OptionsHouse Acquisition, LLC September 2014 - March 2015
OptionsHouse February 2012 - September 2014
OptionsHouse October 2010 - February 2012
optionsXpress 2008 - October 2010
Matria Healthcare 2007 - 2008
Hewitt Associates 2005 - 2007
Skills
Analytics, Business Analysis, SQL, Data Analysis, Web Analytics, Process Improvement, Analysis, Business Intelligence, CRM, Quality Assurance, Strategy, Data Warehousing, Management, Project Management, Leadership
Education
University of Illinois at Chicago
MBA, Finance
University of Illinois at Chicago 2006 — 2010
MS, Management Information Systems
University of Illinois at Chicago 2003 — 2005
BA, Economics
Paul Kangas's Performance Trust Capital Partners Experience January 2009 - Present
Job Managing Director/Sales Manager at Performance Trust Capital Partners
Industry Capital Markets
Experience
Performance Trust Capital Partners January 2009 - Present
BMO Capital Markets/Griffin, Kubik, Stephens & Thompson, Inc. 1987 - 2009
Skills
Financial Markets, Bonds, Series 24, Investment Advisory, Series 63, Fixed Income, Financial Institutions, Bloomberg, Alternative Investments
Education
Loyola University Chicago
BBA, Finance
Performance Trust Capital Partners January 2009 - Present
BMO Capital Markets/Griffin, Kubik, Stephens & Thompson, Inc. 1987 - 2009
Skills
Financial Markets, Bonds, Series 24, Investment Advisory, Series 63, Fixed Income, Financial Institutions, Bloomberg, Alternative Investments
Education
Loyola University Chicago
BBA, Finance
Branden Sampson's Performance Trust Capital Partners Experience May 2011 - Present
Job Sales Analyst at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners May 2011 - Present
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Equity Derivatives, Finance, Banking, Strategic Planning, Budgets, Jumbo Mortgage, Residential Mortgages, Municipal Bonds, Series 7, series 66
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Performance Trust Capital Partners May 2011 - Present
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Equity Derivatives, Finance, Banking, Strategic Planning, Budgets, Jumbo Mortgage, Residential Mortgages, Municipal Bonds, Series 7, series 66
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Joe Chybowski's Performance Trust Capital Partners Experience June 2009 - March 2013
Job Vice President of Finance at Bridgewater Bank
Industry Banking
Experience
Bridgewater Bank January 2015 - Present
Bridgewater Bank April 2013 - January 2015
Performance Trust Capital Partners June 2009 - March 2013
McGladrey January 2009 - April 2009
Skills
Fixed Income, Financial Analysis, Financial Modeling, Valuation, Asset Management, Bloomberg, Investments, Portfolio Management, Strategic Financial..., Risk Management, Finance, Leadership, Banking, Capital Markets, Mutual Funds
Education
North Park University 2005 — 2009
B.S., Accounting
Graduate School of Banking Colorado
Bridgewater Bank January 2015 - Present
Bridgewater Bank April 2013 - January 2015
Performance Trust Capital Partners June 2009 - March 2013
McGladrey January 2009 - April 2009
Skills
Fixed Income, Financial Analysis, Financial Modeling, Valuation, Asset Management, Bloomberg, Investments, Portfolio Management, Strategic Financial..., Risk Management, Finance, Leadership, Banking, Capital Markets, Mutual Funds
Education
North Park University 2005 — 2009
B.S., Accounting
Graduate School of Banking Colorado
Gary L. Svec's Performance Trust Capital Partners Experience 1995 - 2000
Job Founding Member at Executive Financial Specialists, LLC
Industry Financial Services
Experience
Executive Financial Specialists, LLC CEOCitizens National Bank2006 - 2009
Strategic Capital 2003 - 2009
PrivateBancorp, Inc. 2000 - 2003
Performance Trust Capital Partners 1995 - 2000
Crowe Chizek 1988 - 1995
Education
DePaul University 1984 — 1988
BS, Accounting
Morton East High School 1980 — 1984
Executive Financial Specialists, LLC CEOCitizens National Bank2006 - 2009
Strategic Capital 2003 - 2009
PrivateBancorp, Inc. 2000 - 2003
Performance Trust Capital Partners 1995 - 2000
Crowe Chizek 1988 - 1995
Education
DePaul University 1984 — 1988
BS, Accounting
Morton East High School 1980 — 1984
Andrew Pace's Performance Trust Capital Partners Experience February 2008 - Present
Job Vice President at Performance Trust Capital Partners
Industry Capital Markets
Experience
Performance Trust Capital Partners February 2008 - Present
Potters House International December 2011 - April 2012
Birmingham-Southern College August 2007 - December 2007
Rhein Fire NFL Europe February 2007 - July 2007
Cleveland Browns May 2006 - September 2006
Skills
Fixed Income, Sales, Trading, Financial Modeling, Bloomberg, Capital Markets, Valuation, Financial Analysis, Investments, Portfolio Management, Series 7, Asset Management, Corporate Finance, Derivatives, Due Diligence
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (MBA)
Vanderbilt University 2002 — 2006
Bachelor of Science (B.S.), Organizational Leadership
Performance Trust Capital Partners February 2008 - Present
Potters House International December 2011 - April 2012
Birmingham-Southern College August 2007 - December 2007
Rhein Fire NFL Europe February 2007 - July 2007
Cleveland Browns May 2006 - September 2006
Skills
Fixed Income, Sales, Trading, Financial Modeling, Bloomberg, Capital Markets, Valuation, Financial Analysis, Investments, Portfolio Management, Series 7, Asset Management, Corporate Finance, Derivatives, Due Diligence
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (MBA)
Vanderbilt University 2002 — 2006
Bachelor of Science (B.S.), Organizational Leadership
Seth Lancaster's Performance Trust Capital Partners Experience June 2013 - Present
Job Analyst at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners June 2013 - Present
Northern Trust Corporation June 2012 - June 2013
Ohio Attorney General's Office August 2011 - January 2012
Lutheran Social Services of New England May 2009 - December 2011
Zurich Insurance May 2011 - August 2011
AMC Theatres November 2007 - August 2009
Skills
Financial Analysis, Treasury Management, Research, Microsoft Excel, Public Speaking, Accounting, Data Analysis, Bloomberg, Tableau, Intex, Analysis, Microsoft Office, Customer Service, Spanish, Budgets, Teamwork, Outlook, Access, Non-profits
Education
Elmhurst College 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Capital University 2008 — 2012
Bachelor of Arts, Financial Economics
Performance Trust Capital Partners June 2013 - Present
Northern Trust Corporation June 2012 - June 2013
Ohio Attorney General's Office August 2011 - January 2012
Lutheran Social Services of New England May 2009 - December 2011
Zurich Insurance May 2011 - August 2011
AMC Theatres November 2007 - August 2009
Skills
Financial Analysis, Treasury Management, Research, Microsoft Excel, Public Speaking, Accounting, Data Analysis, Bloomberg, Tableau, Intex, Analysis, Microsoft Office, Customer Service, Spanish, Budgets, Teamwork, Outlook, Access, Non-profits
Education
Elmhurst College 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Capital University 2008 — 2012
Bachelor of Arts, Financial Economics
Dave Salutric's Performance Trust Capital Partners Experience December 2012 - Present
Job Analyst at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners December 2012 - Present
Education
Harvard University 2008 — 2012
Economics
Performance Trust Capital Partners December 2012 - Present
Education
Harvard University 2008 — 2012
Economics
Mark Johnsen's Performance Trust Capital Partners Experience December 2012 - April 2015
Job Regional Director at Chess At Three
Industry Education Management
Experience
Chess At Three April 2015 - Present
Performance Trust Capital Partners December 2012 - April 2015
McGladrey June 2012 - December 2012
McGladrey January 2011 - June 2012
Skills
Accounting, Financial Modeling, Financial Analysis, Financial Reporting, CPA, Financial Accounting, GAAP, Microsoft Excel, Management, Early Childhood...
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
New Trier High School 2002 — 2006
Chess At Three April 2015 - Present
Performance Trust Capital Partners December 2012 - April 2015
McGladrey June 2012 - December 2012
McGladrey January 2011 - June 2012
Skills
Accounting, Financial Modeling, Financial Analysis, Financial Reporting, CPA, Financial Accounting, GAAP, Microsoft Excel, Management, Early Childhood...
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
New Trier High School 2002 — 2006
Kyle Hardin's Performance Trust Capital Partners Experience August 2011 - November 2014
Job Internal Wholesaler at Invesco US
Industry Higher Education
Experience
Invesco US November 2014 - Present
Performance Trust Capital Partners August 2011 - November 2014
Bank of America May 2011 - August 2011
United States Marine Corps September 2006 - April 2011
Toyota Financial Services May 2010 - August 2010
Skills
Analysis, Risk Management, Capital Markets, Electronic Trading, FINRA, Fixed Income, Leadership, Team Leadership, Bloomberg Terminal, Financial Analysis, Data Analysis, Organizational..., Economics, Public Speaking, Management, Team Building, Strategic Planning, Government, Time Management, Military Experience, Morningstar, Security Clearance, Securities, Series 7
Education
Illinois State University
Bachelors, Economics
Invesco US November 2014 - Present
Performance Trust Capital Partners August 2011 - November 2014
Bank of America May 2011 - August 2011
United States Marine Corps September 2006 - April 2011
Toyota Financial Services May 2010 - August 2010
Skills
Analysis, Risk Management, Capital Markets, Electronic Trading, FINRA, Fixed Income, Leadership, Team Leadership, Bloomberg Terminal, Financial Analysis, Data Analysis, Organizational..., Economics, Public Speaking, Management, Team Building, Strategic Planning, Government, Time Management, Military Experience, Morningstar, Security Clearance, Securities, Series 7
Education
Illinois State University
Bachelors, Economics
Nancy Herrera's Performance Trust Capital Partners Experience June 2015 - Present
Job Manager Payroll and Benefits Administration at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners June 2015 - Present
Chopper Trading December 2012 - June 2015
Ryan Specialty Group October 2010 - May 2012
TransMarket Group, L.L.C. April 2001 - October 2010
Concord Investment Company September 1987 - April 2001
Skills
Employee Benefits, Payroll, Customer Service, HRIS, Benefits Administration, Human Resources, Personnel Management, Trading Systems, Program Management, Accounting, Accounts Payable, Financial Markets
Education
Elmhurst College
BS, Business Administration
Performance Trust Capital Partners June 2015 - Present
Chopper Trading December 2012 - June 2015
Ryan Specialty Group October 2010 - May 2012
TransMarket Group, L.L.C. April 2001 - October 2010
Concord Investment Company September 1987 - April 2001
Skills
Employee Benefits, Payroll, Customer Service, HRIS, Benefits Administration, Human Resources, Personnel Management, Trading Systems, Program Management, Accounting, Accounts Payable, Financial Markets
Education
Elmhurst College
BS, Business Administration
Joan Woehr's Performance Trust Capital Partners Experience January 2007 - April 2008
Job Office Administrator at Q Place
Industry Nonprofit Organization Management
Experience
Q Place June 2011 - Present
Performance Trust Capital Partners January 2007 - April 2008
Education
Aurora University 2008 — 2010
Teaching Certification
Wheaton College 2003 — 2006
BS, Mathematics
Q Place June 2011 - Present
Performance Trust Capital Partners January 2007 - April 2008
Education
Aurora University 2008 — 2010
Teaching Certification
Wheaton College 2003 — 2006
BS, Mathematics
Ed Thill's Performance Trust Capital Partners Experience February 1999 - Present
Job VP Finance & Operations at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners February 1999 - Present
General Instrument September 1995 - December 1998
Hyatt Hotels Corporation September 1992 - September 1995
Crowe Horwath LLP August 1989 - September 1992
Skills
Financial Analysis, Accounting, Finance, Strategic Financial..., Financial Reporting, Corporate Finance, Microsoft Excel, Strategic Planning, Internal Controls
Education
Illinois Wesleyan University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Performance Trust Capital Partners February 1999 - Present
General Instrument September 1995 - December 1998
Hyatt Hotels Corporation September 1992 - September 1995
Crowe Horwath LLP August 1989 - September 1992
Skills
Financial Analysis, Accounting, Finance, Strategic Financial..., Financial Reporting, Corporate Finance, Microsoft Excel, Strategic Planning, Internal Controls
Education
Illinois Wesleyan University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Michael Trizna's Performance Trust Capital Partners Experience March 2015 - Present
Job Trade Operations at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners March 2015 - Present
Cortland Capital Market Services LLC June 2014 - March 2015
Cortland Capital Market Services LLC May 2013 - August 2013
Budget Golf July 2011 - May 2013
Mistwood Golf Course May 2010 - May 2013
Wedgewood Golf Course June 2008 - May 2013
Skills
Credit Analysis, Customer Service, Financial Analysis, Competitive Analysis, Golf Courses, Golf, Accounting, New Business Development, Club, Microsoft Word, PowerPoint, Fund Administration, Sales, Microsoft Excel, Loan Servicing, Portfolio Management, Credit, Asset Management, Market Research, Mutual Funds, Hedge Funds, Banking, Investments, Equities, Financial Modeling, Bloomberg
Education
Lewis University 2010 — 2014
Bachelor's Degree, Major: Finance and Minor: Economics
Performance Trust Capital Partners March 2015 - Present
Cortland Capital Market Services LLC June 2014 - March 2015
Cortland Capital Market Services LLC May 2013 - August 2013
Budget Golf July 2011 - May 2013
Mistwood Golf Course May 2010 - May 2013
Wedgewood Golf Course June 2008 - May 2013
Skills
Credit Analysis, Customer Service, Financial Analysis, Competitive Analysis, Golf Courses, Golf, Accounting, New Business Development, Club, Microsoft Word, PowerPoint, Fund Administration, Sales, Microsoft Excel, Loan Servicing, Portfolio Management, Credit, Asset Management, Market Research, Mutual Funds, Hedge Funds, Banking, Investments, Equities, Financial Modeling, Bloomberg
Education
Lewis University 2010 — 2014
Bachelor's Degree, Major: Finance and Minor: Economics
Karen Kinsey's Performance Trust Capital Partners Experience August 2008 - Present
Job Sr. Associate at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners August 2008 - Present
Education
Colorado State University 2001 — 2006
Bachelor of Science (BS), Small Business Administration/Finance
Performance Trust Capital Partners August 2008 - Present
Education
Colorado State University 2001 — 2006
Bachelor of Science (BS), Small Business Administration/Finance
Wing Ki Stephanie Hui's Performance Trust Capital Partners Experience January 2015 - Present
Job Intern at Performance Trust Capital Partners
Industry Financial Services
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY