PPM America
Address: 750 Lexington Ave # 1001, New York, NY 10022 Phone: (212) 583-7300: : Hours: : : Place name: : Website: : Category: 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website 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 PPM America Inc Posting publicly on the Web Write a review Reviews Be the first to review
PPM America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PPM America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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PPM America Employees
bswift March 2015 - Present
bswift September 2014 - March 2015
PPM America, Inc. May 2013 - August 2013
PPM America May 2012 - August 2012
PPM America May 2011 - August 2011
Skills
Microsoft Excel, Market Research, Communication, Research, Microsoft Office, Editing, Teamwork, Auditing, PowerPoint, Problem Solving, Social Media, Marketing, Microsoft Word, Bloomberg, Photoshop, InDesign, Brand Development, Brand Awareness, Integrated Brand..., Final Cut Pro, Microsoft Office 2007, Access, Communication Ethics, Premiere, Adobe Premiere
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.)
William Blair & Company June 2014 - Present
PPM America June 2012 - May 2014
Mercer Investment Consulting September 2004 - July 2012
Skills
Operational Due..., Relationship Management, Client Presentation, Global Custody, Custody Evaluations, Transition Management, Securities Lending, Investments, Fixed Income, Performance Attribution, Investment Management, Portfolio Management, Equities, Hedge Funds, Alternative Investments
Education
Indiana University - Kelley School of Business 2000 — 2004
B.S., Finance
BP June 2013 - Present
BP October 2007 - May 2013
PPM America June 2000 - October 2007
LaSalle Bank July 1998 - June 2000
Leo Burnett 1995 - 1998
Skills
Fixed Income, Credit Analysis, Credit, Credit Risk, Financial Risk, Investments, Bonds, Capital Markets, Banking, Portfolio Management, Structured Finance, Risk Management, Trading, Finance, Financial Structuring, Loans, Strategy, Derivatives, Valuation, Financial Modeling, Commodity, Emerging Markets
Education
Quinlan School of Business, Loyola University Chicago 2004 — 2006
MBA, Economics & International Business
DePaul University 1994 — 1998
Bachelor of Science, Finance
Shamrock Capital Advisors May 2014 - Present
Eveleigh September 2012 - April 2014
Air Lease Corporation April 2010 - July 2012
Dimensional Fund Advisors August 2007 - June 2008
PPM America 2005 - 2006
HFR Asset Management, LLC December 2003 - March 2005
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Hedge Funds, Investments, Equities, Alternative Investments, PowerPoint, Events Coordination, Corporate Events, Private Events, Coordinating Special..., Event Planning, Music Events, Media Events
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Double Major: Finance and Business Honors
PPM America, Inc. June 2015 - Present
PPM America August 2011 - May 2015
PPM America May 2010 - August 2010
Best Buy May 2009 - December 2009
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2016
Master of Business Administration (M.B.A.), Management - Corporate Strategy
Colorado State University 2007 — 2011
BS, Business Administration - Corporate Finance
Medicity March 2014 - Present
YMCA of Metropolitan Chicago November 2013 - February 2014
YMCA of Metropolitan Chicago February 2013 - November 2013
Compass Group North America February 2011 - June 2011
Skylight Healthcare February 2008 - March 2009
Healthways, Inc. February 2005 - February 2008
PPM America September 2000 - April 2004
American National Bank 1996 - 1998
Skills
Program Management, Management, Training, Project Management, Public Speaking, Operations Management, Team Building, Change Management, Cross-functional Team..., Project Planning, Process Improvement, Integration, Financial Analysis, Executive Management, Six Sigma, Healthcare, Strategic Planning, Time Management, Healthcare Information..., Access, Strategy, Program Implementation, CRM, Project Implementation, Project Execution, Operations Improvement, Financial Services, KPI Reports, Visio, Medicare, Medicaid, Healthcare IT, Client Services, Financial Reporting, Territory Management, iCIMS, Scorecard Management, Long-term Care, SharePoint, Rally, Salesforce.com
Education
Tennessee Technological University - College of Business Administration
MBA
University of Illinois at Urbana-Champaign - College of Business
BS
MircoTrain
Crete-Monee High School
PPM America 2004 - Present
John Hancock Funds 2000 - 2004
Federated Investors 1997 - 2000
Price Waterhouse 1992 - 1995
Army National Guard 1987 - 1988
United States Army 1983 - 1987
Skills
Portfolio Management, Asset Management, Mutual Funds, Investments, Equities, Equity Research, Valuation, Securities, Financial Analysis, Asset Managment
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
Master of Business Administration, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1992
Master of Accounting, Accounting
University of North Carolina at Charlotte 1989 — 1991
Bachelor of Science, Accounting, magna cum laude
PPM America 2003 - Present
Skills
Fixed Income, Portfolio Management, Hedge Funds
Education
Emory University - Goizueta Business School 1987 — 1989
MBA, Finance
University of North Carolina at Chapel Hill 1983 — 1987
AB, Biology
White Oak High School
PPM America January 2000 - Present
Anderson Kill & Olick, P.C. September 1982 - August 1998
Education
Fordham University School of Law 1979 — 1982
J.D., Law
University of Pennsylvania 1973 — 1977
B.A., Theater Major (Individualized Study)
Abbot Academy/ Andover 1970 — 1973
High School
Private Investor/Consultant 2011 - Present
Infinium Capital Management July 2008 - 2011
PPM America June 1998 - April 2008
Nesbitt Burns Securities, Inc. 1996 - 1998
Swiss Bank Corporation 1990 - 1996
O'Connor and Associates 1986 - 1990
Kidder Peabody 1984 - 1986
A. G. Becker 1982 - 1984
NASD 1979 - 1982
Skills
Equities, Derivatives, Asset Management, Trading, Financial Analysis, Accounting, Risk Management, Valuation, Capital, Financial Risk, Securities, Financial Markets, Finance, Capital Markets, Options, Alternative Investments, Corporate Finance, Hedge Funds, Trading Systems, FX Options, Structured Products, Investment Banking, Bonds, Partnership Taxation, Investments, Private Equity, Financial Modeling, Portfolio Management, Due Diligence, Commodity, Trading Strategies, Alternative Assets, Hedging, Equity Derivatives, Strategic Financial..., Fixed Income, Managerial Finance, FX, Investment Accounting, SEC Net Capital Rule, Financial Leadership of..., Compliance, Financial Compliance, Budgeting
Education
DePaul University 1981 — 1983
MBA, Finance
DePauw University 1974 — 1978
BA, Economics, Business Admin
Third Avenue Management June 2012 - Present
Passiko Investments September 2008 - June 2012
Stark Investments July 2006 - September 2008
Putnam Investments August 2001 - June 2006
PPM America December 1996 - July 2001
Ariel Investments June 1994 - December 1996
USAA 1991 - 1994
Skills
Equities, Investments, Portfolio Management, Valuation, Mutual Funds, Asset Management, Hedge Funds, Financial Modeling, Alternative Investments
Education
The University of Texas at Austin 1987 — 1989
MBA, Finance
The University of Texas at Austin 1980 — 1982
BBA, Finance
UBS Global Asset Management October 2000 - Present
PPM America 1995 - 2000
Duff & Phelps Credit Rating Company 1992 - 1995
Skills
Banking, Fixed Income, Portfolio Management
Education
The University of Chicago - Booth School of Business 1995 — 1998
Master of Business Administration (MBA), Accounting and Finance
Millikin University 1988 — 1992
Bachelor of Science (B.S.), Economics
SPR October 2015 - Present
Geneca January 2015 - October 2015
Geneca July 2012 - January 2015
Nokia November 2011 - July 2012
Flexera Software January 2011 - November 2011
Blue Cross and Blue Shield Association May 2010 - January 2011
JPMorgan Chase May 2006 - May 2010
PPM America March 2004 - May 2006
Information Resources Inc January 2000 - March 2004
Skills
Agile Methodologies, SOA, Web Services, Oracle, Microsoft SQL Server, .NET, UML, C#, Integration, Project Management, TFS, Enterprise Architecture, Java, Architectures, Software Documentation, Software Development, Architecture, Enterprise Software, Web Applications, Java Enterprise Edition, Spring, Visual Studio, ASP.NET, Enterprise Service Bus, Team Management, Single Page Applications, HTML 5, Recruiting, Mobile Applications
Education
Northwestern University - The Feinberg School of Medicine 1996 — 2000
MD, Medicine
University of Illinois at Chicago 1994 — 1996
MPH, Epidemiology/Biostatistics
Northwestern University 1989 — 1993
Bachelor of Science, Bioengineering and Biomedical Engineering
JPMorgan Chase Bank NA February 2014 - Present
Chase August 2011 - January 2014
JPMorgan Chase August 2009 - July 2011
PPM America July 2008 - August 2008
First Place Bank May 2007 - August 2007
Education
Central Michigan University 2005 — 2009
BSBA, Finance and Real Estate Development
PPM America, Inc. March 2013 - Present
PPM America March 2011 - March 2013
Jackson National Life January 2008 - May 2010
Jackson National Life August 2002 - January 2008
Skills
Brand Development, Marketing Communications, Email Marketing, Marketing Strategy, Strategy, Brochures, Marketing, Graphics, Integrated Marketing, Direct Mail, Web Design, Advertising, Sales, Event Planning, Selling, Graphic Design, Strategic Communications, Media Relations, Business Strategy, Social Media, Direct Marketing
Education
Ball State University 1996 — 2002
BFA, Graphic Design
PPM America June 2012 - Present
PPM America August 2010 - May 2012
Custom House Fund Services (Chicago) Limited July 2010 - August 2010
Custom House Fund Services (Chicago) Limited June 2008 - July 2010
Peter Burwash International December 2007 - January 2008
Skills
Fund Administration, Fund Accounting, Fixed Income, Quality Control, Database Auditing, Futures, Mutual Funds, Hedge Funds
Education
Miami University 2003 — 2007
Bachelors of Science, Finance
Discover Financial Services May 2013 - Present
PPM America January 2010 - May 2013
PPM America July 2008 - December 2009
Fitch Ratings July 2006 - July 2008
Skills
Portfolio Management, CMBS, Credit, Loans, Fixed Income, Financial Modeling, Bloomberg, Capital Markets, Valuation, Securities, Structured Finance, Due Diligence, Investment Management, Institutional..., Commercial Real Estate, Risk Management, Liquidity, Insurance, ABS, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA
DePaul University 2002 — 2006
BS, Finance
Lane Tech Prep
PPM Finance, Inc. April 2013 - Present
PPM America June 2012 - March 2013
The Gallagher Law Firm, PLC July 2011 - June 2012
Michigan Commercial Real Estate LLC July 2011 - June 2012
Marcus & Millichap May 2011 - June 2011
Skills
Real Estate, Due Diligence, Portfolio Management, Real Estate Economics, Investments, Public Speaking, Sales, Asset Managment, Social Media, Legal Research, Estate Planning, Asset Management, Bankruptcy, Commercial Real Estate, Corporate Law, Mediation, Real Estate Transactions, Financial Analysis, Contract Negotiation, Legal Issues, Property Law, Leases, Investment Properties, Loans, Marketing, Credit Analysis, Commercial Mortgages, Valuation, Real Estate Financing, Underwriting, Real Estate Development, Disposition, Location Intelligence, Management, Brokerage, Financial Modeling, Corporate Real Estate, Investment Management, Tenant, Mortgage Lending, Commercial Lending
Education
Central Michigan University 2008 — 2012
Bachelor of Arts (B.A.) cum laude, Entrepreneurship. Minor in Real Estate Developement & Finance
L'Anse Creuse High School North 2004 — 2008
General
Cadasta Foundation September 2015 - Present
Inadco, LLC January 2008 - July 2015
Freelance January 2002 - January 2015
Q Interactive December 2006 - December 2007
Q Interactive December 2004 - December 2007
Q Interactive July 2000 - December 2004
PPM America June 1995 - June 2000
Skills
Front-end Development, User Experience, Creative Direction, User Interface Design, Prototyping, Online Marketing, Lead Generation, Adobe Creative Suite, jQuery, JavaScript, Wordpress, Information Architecture, WordPress, AJAX, PHP
Education
The School of the Art Institute of Chicago
University of Illinois at Urbana-Champaign
BFA
PPM America May 2012 - Present
Harris Associates November 2010 - April 2012
Harris Associates January 2008 - November 2010
Harris Associates May 2003 - January 2008
Harris Associates July 2002 - May 2003
State of Illinois - Liquor Control Commission May 2002 - July 2002
Skills
Bloomberg, Mutual Funds, Equities, Fixed Income, Investments, Asset Managment, Securities, Financial Analysis, Options, Investment Strategies, Microsoft Excel, VBA, Investment Management, PowerPoint, Financial Services, Economics, Project Management, Business Analysis, Microsoft Word, Leadership, Asset Management, Finance
Education
Loyola University of Chicago 2000 — 2005
BBA, Finance and Marketing
PPM America March 1995 - Present
The Prudential Assurance Co. Ltd. 1990 - 1995
Skills
Accounting, Financial Analysis, Corporate Finance, Finance, Financial Modeling, Risk Management, Investments, Forecasting, Asset Management, Financial Reporting, Portfolio Management
Education
The University of Sheffield 1987 — 1990
BA Hons, History & Politics
PPM America December 1997 - Present
Van Kampen Investments March 1992 - December 1997
Real-Time USA November 1990 - March 1992
Skills
Fixed Income, IT Management, Project Portfolio..., Software Project..., Risk Management, Operational Risk..., Product Development, Asset Managment, Investments, Asset Allocation, Equities, Hedge Funds, Investment Management
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
University of Notre Dame 1986 — 1990
BS, Mathematics
Mesirow Financial December 2014 - Present
Alpha Omega Trading January 2014 - December 2014
PPM America July 2005 - January 2014
Allstate September 2001 - July 2005
Accenture September 1998 - June 2001
Skills
Hedge Funds, Fixed Income, High Yield, Bloomberg, Investments, Trading, Bonds, Options, Mutual Funds, Portfolio Management, Credit, Finance, Capital Markets, Asset Management, Equities, Alternative Investments
Education
Kellogg Graduate School of Management 2003 — 2005
Master of Business Administration (MBA), Finance, General
Northern Illinois University - College of Business 1993 — 1997
Bachelor of Science (BS), Accounting and Finance
EY January 2012 - Present
PPM America October 2011 - January 2012
Greenfield Partners January 2005 - May 2011
Skills
Notary Public, SharePoint, Concur, Outlook, Lotus Notes, Calendaring, Administrative..., Executive Support, Executive..., Travel Arrangements, Calendars, Adobe Acrobat, Office Management, Expense Reports, Executive Level..., Confidentiality, Meeting Scheduling, File Management
Education
University of Arizona 1999 — 2003
BA, studio art
PPM America February 2008 - Present
Lehman Brothers Holdings Inc. August 2003 - January 2008
Arthur Andersen LLP July 1998 - June 2001
Education
University of North Carolina at Chapel Hill 2001 — 2003
Master of Business Administration (M.B.A.), Finance
Miami University 1994 — 1998
Bachelor of Science (B.S.), Accounting and Finance
Walgreens Boots Alliance 2015 - Present
Walgreens 2011 - Present
Sandbox Industries 2014 - 2015
CareMetx, LLC 2013 - 2015
Propeller Health 2012 - 2015
William Blair & Company 2005 - 2010
Zacks Investment Research 2004 - 2005
PPM America 2001 - 2004
PricewaterhouseCoopers 1999 - 2001
Education
The University of Chicago - Booth School of Business
Master Business Administration (MBA), Finance, Economics, and Accounting
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor of Science, Accountancy
Goldman Sachs July 2013 - Present
PPM America 2012 - Present
Harvard Student Agencies June 2011 - August 2011
Ray Graham Association June 2009 - August 2011
MMPI December 2010 - January 2011
Skills
Microsoft Excel, Microsoft Office, R, Stata, Igor Pro, Financial Modeling, Economic Research, Development Economics, Public Speaking
Education
Harvard University 2009 — 2013
Bachelor's degree, Economics
IZI Ventures August 2014 - August 2015
Behringer 2012 - August 2014
Gorelick Brothers Capital February 2008 - June 2012
National City Bank January 2005 - December 2007
JP Morgan March 2002 - December 2004
Deerfield Capital Management March 2000 - March 2002
PPM America March 1996 - March 2000
Duff & Phelps August 1993 - March 1996
Cohen Financial August 1992 - August 1993
Ernst & Young (Kenneth Leventhal & Co) August 1989 - August 1992
Skills
Private Equity, MBS, Hedge Funds, CMBS, Residential Mortgages, Fund Of Funds, Alternative Investments, Asset Management, Investments, Portfolio Management, Investor Relations, Asset Allocation, Commercial Real Estate, International Shipping, Bonds, Credit, Trading, Derivatives, Loans, Venture Capital, Equities, Investment Management, Securitization, Hedging, Wealth Management, Real Estate, Capital Markets, Mergers & Acquisitions, Fixed Income, Mutual Funds, Investment Strategies, Asset Managment, ABS, Funding, Credit Risk, Bloomberg, Valuation, Financial Modeling, Due Diligence, Restructuring
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance and Business Econimics
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Accounting and Real Estate
PPM America 2011 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2004
Master's, Accounting
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Bachelor's, Accounting
IDS August 2013 - Present
Roeing Corporation November 2012 - August 2013
PPM America August 2005 - December 2012
Charles River Associates May 2003 - July 2005
Getronics 1998 - 2001
Xpedior 1996 - 1998
SCT Consulting Services 1995 - 1996
Skills
Microsoft Backoffice, VMware ESX, EMC, SAN/NAS, Disaster Recovery, Cloud Computing, vSphere, Hyper-V, VDI, Storage Area Networks, Switches, IT Strategy, Network Architecture, EMC Storage, Enterprise Architecture, IT Management, SAN, Architecture, High Availability, Microsoft SQL Server, Microsoft Exchange, Active Directory, Virtualization, VMware
Education
Indiana University-Purdue University at Indianapolis 1989 — 1993
Cisco Professional Certifications
EMC Professional Certifications
IBM Professional Certifications
Microsoft Professional Certifications
PPM America June 1998 - Present
Skills
Hedge Funds, Asset Management, Alternative Investments, Investments, Equities, Portfolio Management, Valuation, Bloomberg, Derivatives, Private Equity, Asset Allocation, Capital Markets, Bonds
Education
Univeristy of Chicago 2000 — 2002
Master of Business Administration (MBA), Accounting and Finance
University of Notre Dame 1988 — 1992
Accounting
PPM America July 2012 - Present
Parkland Financial Advisors July 2009 - July 2012
KeyBanc Capital Markets August 2007 - July 2009
KeyBanc Capital Markets July 2005 - August 2007
Education
John Carroll University 2001 — 2005
BS, Mathematics; Business Minor
PPM America June 2012 - Present
PPM America October 2010 - June 2012
PPM America September 2007 - October 2010
US Bank November 2006 - September 2007
State Street January 2006 - November 2006
Skills
Fixed Income, Equities, Portfolio Management, Derivatives, Investments, Credit Analysis
Education
Emmanuel College 2001 — 2005
BA, Business Management
Kingsway Financial Services Inc. June 2012 - Present
Stratosphere Networks, LLC February 2012 - June 2012
Macquarie Bank November 2009 - December 2010
Fox-Pitt, Kelton July 2008 - November 2009
Oronova, Inc. July 1998 - July 2008
Giant Step December 1997 - July 1998
Baker & McKenzie July 1997 - December 1997
PPM America March 1995 - July 1997
Kemper Securities 1992 - 1995
Loyola University Chicago 1989 - 1992
Skills
Vendor Management, IT Strategy, Business Analysis, Project Management, ITIL, Integration
Education
Loyola University Chicago 1989 — 1995
Business Administration
Fenwick Highschool 1985 — 1989
PPM America 2013 - Present
J.P. Morgan 2009 - 2013
Goldman Sachs 2007 - 2009
Claymore Securities (now Guggenheim Funds) 2005 - 2006
Robert R. McCormick Foundation (McCormick Tribune Foundation) 2004 - 2004
Skills
Series 7, Wealth Management..., Private Banking, Financial Modeling, Uniform Combined State..., Alternative Investments, Asset Managment, Investments, Business Development, Financial Analysis, Asset Management, Equities, Loans, Fixed Income, Series 63, Portfolio Management, Credit, Banking
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Management & Strategy, Marketing, Entrepreneurship & Innovation
Wheaton College
B.A., Major in Business & Economics; Minor in Spanish
PPM America July 1999 - Present
Black Diamond Capital Management, LLC May 1998 - July 1999
Sumitomo Mitsui Banking Corporation March 1994 - May 1998
LaSalle Bank March 1991 - March 1994
Skills
High Yield, Leveraged Finance, Debt, Asset Managment, Fixed Income, Bonds, Portfolio Management, Trading, Financial Modeling, Bloomberg, Credit Analysis, Credit, Financial Analysis, Mutual Funds, Banking
Education
Loyola University of Chicago 1988 — 1991
Master of Business Administration (MBA), Finance
University of Iowa 1983 — 1987
Bachelor of Business Administration (B.B.A.), Finance
Seton Healthcare Family - Ascension Health Information Services August 2012 - Present
Greenway Medical Technologies June 2010 - August 2012
PPM America June 2006 - May 2009
Gannett Fleming, Inc. May 2000 - June 2006
Gannett Fleming, Inc. May 1999 - January 2000
Skills
Microsoft SQL Server, SQL, Crystal Reports, Databases, ASP.NET, VBScript, JavaScript, Visual Studio, VB.NET, Visual Basic, VBA, Microsoft Office, Software, Dreamweaver, Access, Visio, SharePoint, Requirements Analysis, Healthcare Information..., EHR
Education
Penn State University 2002 — 2005
MS, Information Systems
Penn State University 1995 — 2000
BS, Information Systems
Twin Bridge Capital Partners April 2007 - Present
PPM America March 1997 - April 2007
Heller Financial June 1995 - March 1997
Citicorp Diners Club 1991 - 1994
Education
University of Notre Dame - Mendoza College of Business 1994 — 1995
MBA, Finance/Marketing
University of Notre Dame 1987 — 1991
Bachelor’s Degree, Finance
Bishop Dwenger HS 1983 — 1987
PPM America June 2012 - Present
Jackson National Asset Management, LLC 2010 - June 2012
Legacy Professionals LLP November 2005 - August 2008
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance & Economics
Marquette University 2000 — 2004
BS - Business Admin., Marketing
CoBank October 2010 - April 2012
Arc Advisory LLC June 2010 - October 2010
AlixPartners February 2009 - May 2010
Penthouse Movers 2004 - November 2008
Republic Financial Corporation 2004 - 2008
Water Tower Capital, LLC 2002 - 2004
Madison Capital Management 2001 - 2002
PPM America 1997 - 2001
Houlihan Lokey Howard & Zukin 1994 - 1997
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Indiana University Bloomington 1989 — 1994
BS
University of Wollongong 1992 — 1992
Pampered Chef June 2012 - Present
Progressive Housing, Inc. August 2011 - August 2014
The Renaissance Collaboarative, Inc. September 2004 - December 2010
Heartland Blood Centers August 2007 - April 2009
Luster Products, Inc January 1999 - June 2007
St Elizabeth's Catholic Worker 2002 - 2004
PPM America June 1998 - July 1999
National Casein July 1996 - June 1998
Avondale Federal Savings Bank March 1994 - July 1996
VidoeCart, Inc. 1991 - 1993
Skills
Recruiting, Employee Relations, Training, Employee Benefits, Labor Relations, Deferred Compensation, Management, Coaching, Performance Management, Organizational..., Leadership, Personnel Management, Talent Management, Program Management, Payroll, Human Resources, Leadership Development, Strategic Planning, Team Building
Education
DePaul University
Bachelor of Arts
Keller Graduate School of Management
Masters
PPM America September 2008 - Present
Federated Investors July 1999 - August 2008
Killian Asset Management January 1994 - July 1999
United States Air Force January 1989 - January 1994
Skills
Asset Management, Portfolio Management, Investments, Financial Analysis, Mutual Funds, Valuation, Fixed Income, Equities, Alternative Investments, Investment Strategies
Education
University of Dayton 1989 — 1992
MBA
University of Notre Dame 1984 — 1988
BS, Aerospace Engineering
MetLife May 2013 - Present
MetLife April 2011 - May 2013
PPM America August 2005 - April 2011
PPM America December 2001 - August 2005
Lifeserv April 2000 - December 2001
PricewaterhouseCoopers August 1999 - April 2000
Skills
ABS, CDO, Structured Finance, CMBS, Loans, MBS, VBA, Microsoft Excel, Bloomberg, Subprime, Student Loans, SQL, Microsoft Access, Business Intelligence..., C++, C#, Intex Desktop, Intex, Trepp, Residential Mortgages, Microsoft SQL Server, Microsoft Office, Risk Management, Finance
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
University of Virginia 1995 — 1999
BS
Chatham High School 1991 — 1995
Columbia Threadneedle Investments September 2002 - Present
PPM America 1999 - 2002
Beloit Corporation 1998 - 1999
Skills
Financial Modeling, Asset Management, Valuation, Bloomberg, Financial Analysis, Fixed Income, Investments, Renewable Energy, Energy, Utility Industry, Real Estate, MLP
Education
University of Minnesota - Carlson School of Management 2003 — 2004
MBA, Finance
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance
Marquette University 1993 — 1997
BS Business, Finance
Minnetonka High School 1989 — 1993
PPM America February 2012 - Present
The Sage Group, LLC February 2011 - October 2011
Marshall, Gerstein & Borun LLP February 2010 - January 2011
Hanley Group Capital July 2009 - February 2010
Cavoure LP September 2007 - July 2009
Jenner & Block June 2006 - September 2007
Kantor & Apter, Ltd January 2001 - June 2006
Skills
Office Management, Administrative..., Access, Management, Event Management, Interviews, Marketing, Administrative...
Education
Illinois State University 1994 — 1998
BS, Psychology
PPM America September 2006 - Present
Discover Financial Services August 2005 - September 2006
Arthur Andersen August 2000 - July 2002
J.P. Morgan 1998 - 2000
Skills
Portfolio Management, Fixed Income, Capital Markets, Bloomberg, Equities, High Yield, High Grade, Equity Valuation, Mergers & Acquisitions, Financial Analysis, Chartered Financial..., Valuation, Leveraged Finance, Credit Analysis, Due Diligence, Financial Modeling, Private Equity, Corporate Finance, Strategy, Asset Management, Investments, Credit, Finance
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance
DoubleLine Group LP May 2014 - Present
DoubleLine Group LP April 2013 - Present
Post Advisory Group January 2012 - April 2013
Macquarie Funds Group / Four Corners Capital Mgmt July 2006 - June 2011
Bradford & Marzec April 2005 - July 2006
PPM America August 2001 - January 2004
Heller Financial 1993 - 2001
Skills
High Yield, Leveraged Finance, Syndications, Alternative Investments, Capital Markets, Fixed Income, Loans, Investments, Restructuring, Equities, Hedge Funds, Valuation, Private Equity, Portfolio Management, Credit
Education
Northwestern University - Kellogg School of Management
MBA
University of Illinois at Urbana-Champaign - College of Business
BS
PPM America September 2007 - Present
Boston Private Bank September 2003 - August 2007
Baring Asset Management 2000 - 2003
Evergreen Funds 1998 - 2000
First Albany Corporation 1997 - 1998
Skills
Asset Management, Portfolio Management, Fixed Income, Credit Analysis, Emerging Markets, Trading, Structured Finance, Equities, Debt, Leveraged Finance, CFA, Bloomberg, Capital Markets, Bonds, Credit, Hedge Funds
Education
Boston University Questrom School of Business 2006 — 2007
MS, Investment Managment
Clarkson University 1994 — 1995
MBA, Finance
State University of New York College at Oneonta 1990 — 1994
BS, Business Economics
Franklin Templeton Investments May 2011 - February 2013
PPM America July 2008 - April 2011
Lotsoff Capital Management May 2002 - April 2008
Wells Fargo 2000 - 2000
Security Capital Real Estate Group 1998 - 1999
Fiserv 1997 - 1998
Skills
Portfolio Management, Fixed Income, Equities, Bloomberg, Hedge Funds, Risk Management, Derivatives, Quantitative Finance, Options, Financial Risk, Asset Management, Trading, Barra Aegis, Capital Markets, Investment Management, Asset Allocation, Bonds, Hedging, Alternative Investments, Structured Products, Market Risk, foreign exchange, Risk, Risk Models, Barclays Point, Factset, Financial Markets, Investments, Financial Modeling, BlackRock Aladdin, Matlab, Foreign Currency, Portfolio Optimization
Education
The University of Chicago 2000 — 2001
M. Sc., Financial Mathematics
Northwestern University 1995 — 1997
B.A., Applied Mathematics & Physics
PPM America April 2009 - Present
PPM America, Inc. November 2006 - April 2009
North American Jewelers, Inc. April 2004 - November 2006
Skills
Accounting, Outlook, Financial Analysis, Financial Reporting, Account Reconciliation, Microsoft Excel, Microsoft Office, PowerPoint, Access, Financial Modeling, Finance, Risk Management, Cash Management
Education
Northern Illinois University 1999 — 2003
BA, Accounting
Jackson National Asset Management, LLC January 2012 - Present
PPM America March 2002 - December 2011
TD Waterhouse 2000 - 2001
Skills
Mergers & Acquisitions, Talent Acquisition, Executive Pay, Succession Planning, Onboarding, Recruiting, Deferred Compensation, Talent Management, Organizational..., Workforce Planning
Education
DePaul University
PPM America January 2002 - Present
Fireman's Fund Insurance February 1998 - January 2002
Dade Behring June 1995 - February 1998
Accenture July 1989 - July 1995
Skills
Talent Management, Succession Planning, Deferred Compensation, Organizational Design, Onboarding, Talent Acquisition, Organizational..., Performance Management, Employee Engagement, Employee Benefits, Employee Relations, Workforce Planning, Organizational..., Mergers, Executive Pay, Executive Search, Personnel Management, HR Transformation
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1989
MBA, Finance & Organizational Behavior
Vanderbilt University 1983 — 1987
BA, Economics
Mamiye Brothers Inc. January 2007 - Present
Chantelle Lingerie Inc. USA New York, NY January 2006 - August 2006
Patrice Tanaka & Company New York, NY May 2005 - December 2005
Sesame WorkshopNew York, NY July 2002 - March 2005
PPM America August 1997 - September 2001
Tower Air Incorporated May 1994 - August 1997
Skills
Customer Service, Retail
Education
City University of New York-Hunter College
SOLIC Capital June 2013 - Present
Navigant Capital Advisors November 2010 - June 2013
Pangaea Asset Management July 2008 - November 2010
Newberry Capital Management September 2006 - July 2008
Ritchie Capital Management September 2004 - September 2006
PPM America March 1999 - July 2004
Bank of America August 1995 - March 1999
Federal Reserve Bank of Chicago 1991 - 1995
Skills
Valuation, Restructuring, Investment Banking, Corporate Finance, Finance, Mergers, Private Placements, Credit, Capital Markets, Mergers & Acquisitions, Portfolio Management, Divestitures, Financial Analysis, Venture Capital, Alternative Investments, Financial Structuring, Hedge Funds, Private Equity, Financial Modeling, Leveraged Finance, Equities, Business Valuation, Mutual Funds, Due Diligence, Loans, Fixed Income
Education
The University of Chicago Booth School of Business 1992 — 1995
MBA, Finance and Marketing
University of Michigan 1987 — 1991
BA, Economics
Children's Memorial Hospital October 2009 - August 2010
PPM America May 2007 - August 2007
Skills
Healthcare
Education
University of Illinois College of Medicine 2010 — 2014
MD
Miami University 2005 — 2009
PPM America, Inc. October 2013 - Present
PPM America August 2010 - October 2013
Northern Trust Global Investments July 2003 - July 2010
Skills
Hedge Funds, Bloomberg, Portfolio Management, Fixed Income, Bonds, Asset Management, Derivatives, Equities, Credit, Trading, Investments
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
BBA, Finance, Economics
BMO Capital Markets March 2014 - Present
BMO Capital Markets June 2013 - October 2013
Bank of America Merrill Lynch October 2010 - May 2013
PPM America April 2008 - March 2011
Bank of America April 2006 - April 2008
Bank of America January 2004 - April 2006
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance
Bradley University 1999 — 2003
Bachelor of Science, Finance
KeyBanc Capital Markets July 2013 - Present
KeyBank May 2006 - July 2013
PPM America 2005 - 2006
Morgan Stanley 2004 - 2005
Skills
Business Development
Education
Miami University 2000 — 2004
Bachelor of Science, Bachelor of Arts, Finance and Political Science
PPM America Capital Partners, LLC 2008 - Present
PPM America April 2003 - January 2008
Heller Financial 2000 - 2003
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2007
MBA, Finance
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Finance
PPM America June 2006 - Present
Skills
Administrative..., Outlook, Access, Office Management, Lotus Notes, Bloomberg, Microsoft Excel, Asset Management, Investments, Portfolio Management, Microsoft Word, Fixed Income
Education
Indiana University Bloomington 1986 — 1989
Northwestern University
BMO Harris Bank June 2012 - Present
Bank of Montreal April 2007 - Present
LaSalle Bank September 2002 - February 2007
PPM America October 1998 - September 2002
Skills
Asset Based Lending, Bankruptcy, Credit, Credit Risk, Portfolio Management, Loans, Syndications, Cash Flow, Credit Analysis, Commercial Lending, Commercial Banking, Capital Markets, Banking, Corporate Finance, Cash Management, Financial Risk, Leveraged Finance, Treasury Management
Education
Quinlan School of Business, Loyola University Chicago 2002 — 2005
MBA, Finance
Valparaiso University 1993 — 1997
Bachelor of Science, Finance
Gofen & Glossberg November 2014 - Present
Gentry Financial Corporation June 2013 - November 2014
Vestor Capital Corporation April 2011 - November 2012
Gerson Lehrman Group November 2009 - 2010
High Pointe Capital April 2006 - January 2008
Credit Suisse November 2004 - April 2006
William Blair & Co January 2001 - November 2004
PPM America September 1998 - January 2001
Ernst & Young January 1997 - September 1998
Skills
Financial Modeling, Portfolio Management, Wealth Management, Investments, Financial Analysis, Equities, Equity Research, Valuation, Competitive Analysis, Trading, Strategy
Education
Indiana University Bloomington 1992 — 1996
BS, Accounting
Regions Financial Corporation June 2012 - Present
Capital One November 2011 - June 2012
Ally Commercial Finance, f.k.a. GMAC Commercial Finance August 2007 - November 2011
Merrill Lynch Capital February 2005 - August 2007
GMAC Commercial Finance August 2000 - February 2005
PPM America March 1999 - August 2000
Heller Financial December 1993 - March 1999
KPMG June 1991 - December 1993
Skills
Corporate Finance, Investment Banking, LBO, Cash Flow Lending, Portfolio Management, Credit, Loans, Recapitalizations, Underwriting, Capital Structure, Capital, Acquisitions, Cash Flow, Commercial Lending, Restructuring, Leveraged Finance, Private Equity, Financial Structuring, Structured Finance
Education
The University of Chicago - Booth School of Business 1997 — 1999
Masters of Business Administration (MBA), Analytic Finance, Strategy
University of Michigan - Stephen M. Ross School of Business 1986 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance
Principal Financial Group April 2007 - Present
PPM America January 2005 - April 2007
Allstate Insurance July 2002 - January 2005
LaSalle Bank 2001 - 2002
Skills
Underwriting, Valuation, Financial Analysis, Investments, Asset Management, Budgets, Banking, Credit, Due Diligence, Real Estate Economics, Portfolio Management, Loans, Financial Modeling, Commercial Mortgages, Financial Structuring, Credit Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA
University of Northern Iowa 1996 — 2001
Bachelors, Finance/Real Estate
Sioux City East
UBS Global Asset Management March 2011 - Present
UBS Global Asset Management June 2004 - March 2011
UBS Global Asset Management May 2003 - June 2004
PPM America June 2002 - August 2002
Skills
Fixed Income, Equities, Asset Management, Asset Managment, Bloomberg, Hedge Funds, Derivatives
Education
Loyola University of Chicago 1999 — 2003
Bachelor of Business Administration (BBA) (Hons), Finance, Operations Management
PPM America September 2007 - Present
William Blair & Company March 1998 - September 2007
Education
University of Illinois at Urbana-Champaign - College of Business
PPM America January 2007 - Present
Citigroup January 2001 - December 2006
Skills
Valuation, Due Diligence, Capital Markets, Equities, Emerging Markets, Fixed Income, Asset Managment, Portfolio Management, Investments, Corporate Finance, Private Equity, Risk Management, Alternative Investments, Asset Allocation, Corporate Development, Business Strategy, Strategy, Strategic Planning, Relationship Management, High Yield, Entrepreneurship, Series 7, Investment Management, Start-ups, Mutual Funds, Business Development, Business Planning, Institutional..., Management Consulting, Investment Strategies, Wealth Management, Bloomberg, Investment Banking, Venture Capital, Cash Management, Financial Institutions, Leadership, Cross-functional Team..., Cross-cultural Teams, Asset Management, Securities, Hedge Funds, Financial Modeling, Structured Finance, Bonds, Derivatives, Trading, Financial Services, Mergers & Acquisitions, Leveraged Finance
Education
London Business School 1997 — 1998
MBA, Management
Columbia University - School of International and Public Affairs 1990 — 1992
Master of Arts (M.A.), International Economics and Finance
Wells Fargo September 2010 - Present
The PrivateBank January 2010 - October 2010
Merrill Lynch Capital 2005 - 2008
Chicago Title Insurance Company 2003 - 2005
First American Title Insurance 2002 - 2003
Carter Page & Associates, Lake West & Karrel Capital Ventures 2000 - 2002
Deutsche Banc Mortgage Capital 1998 - 2000
PPM America 1996 - 1998
Mid-North Financial Services Inc. 1988 - 1996
Skills
Loans, Real Estate, Credit, Portfolio Management, Due Diligence, Banking, Commercial Mortgages, Commercial Real Estate, Funding, Insurance, Investments, Management, Real Estate Transactions, Asset Management
Education
Northern Illinois University
Family and Child Studies
Twin Bridge Capital Partners October 2005 - Present
UIB Capital March 2005 - October 2005
PPM America April 1997 - January 2005
Arthur Andersen September 1990 - April 1997
Skills
Private Equity, Investments, Alternative Investments, Accounting, Buyouts, Capital, Corporate Finance, Due Diligence, Financial Structuring, Funding, Investment Banking, Portfolio Management, Valuation, Venture Capital
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance
University of Notre Dame 1986 — 1990
BA, Accounting
Apex Fundamental Partners LLC 2007 - Present
CBM Capital, Inc. 2005 - 2006
PPM America 1995 - 2005
Lissner Associates 1994 - 1995
PricewaterhouseCoopers 1992 - 1994
Skills
High Yield, Private Placements, Investments, Due Diligence, Equities, Fixed Income, Corporate Finance, Portfolio Management, Investment Management, Securities, Bonds, Special Situations, CDO, Investment Advisory, Hedge Funds, Private Equity, Loans, Restructuring, Finance, Financial Risk, Financial Structuring, M&A experience, Funding, Capital, Mergers, Mergers & Acquisitions
Education
Loyola University Chicago School of Law 1988 — 1991
J.D.
Tulane University - A.B. Freeman School of Business 1984 — 1988
Bachelor of Science in Management, Accounting Major
PPM America July 2004 - Present
Skills
Customer Service, Short Sales, Real Estate, Valuation, Asset Management, Due Diligence
Education
Tufts University 1987 — 1991
Kramer Van Kirk Credit Strategies April 2012 - Present
Neuberger Berman July 2007 - March 2012
LightPoint Capital March 2005 - July 2007
PPM America 2002 - March 2005
Heller Financial 2000 - 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
BP Products North America Inc. April 2009 - Present
PPM America December 2000 - April 2009
PPM America 2000 - 2008
Arthur Andersen 1996 - 2000
Skills
Fixed Income, Portfolio Management, Financial Modeling, Equities, Capital Markets, Valuation, Asset Management, Financial Analysis, Credit, Finance
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (MBA), Finance, General
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
Master's degree, Accounting
DePauw University
PPM America August 2006 - Present
Advantus Capital Management 1999 - 2006
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBA
University of Minnesota - Carlson School of Management 1993 — 1998
BSB
PPM America May 2001 - Present
Lehman Brothers July 1997 - March 2000
Peterson Consulting 1991 - 1995
Skills
Fixed Income, High Yield, Alternative Investments, Hedge Funds
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Accounting
Indiana University Bloomington 1987 — 1991
Bachelor of Arts (B.A.), Economics
Newark High School
JP Morgan Asset Management June 2010 - Present
Summit Investment Partners October 2003 - February 2011
Calvert Investments December 2008 - February 2010
Pacholder Associates June 2001 - June 2002
PPM America November 1997 - June 2000
Skills
Securities, Due Diligence, High Yield, Asset Based Lending, Fixed Income, Investments, Mutual Funds, Asset Management, Financial Modeling, Valuation, Alternative Investments, Credit Analysis, Credit, Buy-side, Financial Analysis, Bloomberg, Loans
Education
University of Cincinnati 2000 — 2001
MBA, Finance
Miami University 1993 — 1997
BS, Finance and Accounting
Atalaya Capital Management, LP May 2011 - Present
TTM Capital, LLC 2009 - June 2011
D.B. Zwirn & Co. February 2004 - April 2008
PPM America January 1996 - June 2003
Alliance Capital Management June 1987 - January 2003
Connecticut National Bank 1982 - 1985
Education
Columbia University - Columbia Business School 1986 — 1987
MBA, Finance
University of California, Santa Barbara 1976 — 1980
BA, Business Economics
Balyasny Asset Management April 2009 - Present
Wolf Point Capital Management October 2004 - April 2009
PPM America September 1996 - October 2004
Sanwa Business Credit Corporation 1986 - August 1996
Continental Illinois National Bank September 1983 - 1986
Skills
Hedge Funds, Equities, Fixed Income, Investments, CDS
Education
University of Illinois at Urbana-Champaign - College of Business 1982 — 1984
MS, Graduate School of Business Administration, Finance
University of Illinois at Urbana-Champaign - College of Business 1980 — 1982
BS, Economics
PPM America, Inc. March 2010 - Present
PPM America April 2008 - March 2010
Bank of America October 2006 - April 2008
Allstate December 2005 - November 2006
Allstate January 2005 - November 2005
Skills
Fixed Income, Bloomberg, Asset Management, Financial Modeling, Valuation, Investments, Equities, Bonds, Portfolio Management
Education
University of Illinois at Chicago 2001 — 2004
Bachelor of Science, Finance
Harris Associates November 2007 - Present
Harris Associates November 2005 - November 2007
Northern Trust April 2004 - November 2005
LaSalle Bank February 2002 - April 2004
LaSalle Bank March 2000 - April 2004
PPM America 1997 - 2000
EVEREN Securities 1994 - 1997
Education
Illinois State University 1984 — 1988
BS, Finance
PPM America March 1997 - Present
Aetna Life & Casualty August 1988 - March 1997
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
BBA, Finance
Wells Fargo Capital Finance August 2010 - Present
Keith Contole October 2006 - August 2010
Siemens Financial Services September 2001 - September 2006
PPM America September 1999 - September 2001
Transamerica Business Credit August 1996 - September 1999
Skills
Asset Based Lending, Underwriting, Loans, Risk Management, Credit Analysis, Portfolio Management, Credit, Credit Risk, Commercial Lending, Commercial Banking, Corporate Finance, Structured Finance, Leveraged Finance, Relationship Management, Working Capital..., Loan Origination, Capital Markets, Financial Risk, Microsoft Office, Due Diligence, Banking
Education
Purdue University - Krannert School of Management 1992 — 1996
BS, Accounting & Finance
PPM America June 2012 - Present
Bank of America August 2009 - June 2012
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
DePauw University 2005 — 2009
Bachelor's Degree, Economics
Computer Sciences Corporation March 2011 - Present
PPM America June 2009 - August 2010
Citadel Investment Group June 2008 - December 2008
Citadel Investment Group October 2007 - June 2008
Citadel Investment Group September 2005 - October 2007
Exelon Nuclear June 2004 - September 2005
Skills
Bloomberg, Financial Modeling, Equities, Portfolio Management, Business Analysis, Due Diligence, Mergers & Acquisitions, Investments, Analysis, Securities, Trading, Venture Capital, Forecasting, Bonds, Analytics, Business Process
Education
Northwestern University 2000 — 2004
BS, Economics/ Communications Stuides
PPM America April 2003 - Present
Clarity Consulting June 1997 - April 2003
Medline Industries - Systemetrics Software Division September 1995 - June 1997
Skills
Fixed Income, Bloomberg, Equities, Investments, Derivatives, Valuation, Capital Markets, Bonds, Microsoft SQL Server, Microsoft Technologies, Visual Studio, Matlab, Spotfire, Microsoft Office, T-SQL, Yield Book, Visual Basic, C#
Education
The University of Chicago Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
Drexel University 1988 — 1993
Bachelor of Science (BS), Computer and Information Sciences, General
PPM America May 2002 - Present
Pacholder Associates August 1998 - May 2002
Skills
High Yield, Portfolio Management, Bonds, Alternative Investments, Economics, Equities, Management, Asset Management, Trading, Credit Analysis, Valuation, Financial Analysis, Investments, Strategy, Hedge Funds, Fixed Income
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA
University of Dayton 1987 — 1991
B.S., Finance
Olstein Capital Management April 2006 - Present
Citigroup March 2001 - January 2006
PPM America June 1998 - March 2001
Arthur Andersen LLP August 1995 - June 1998
Skills
Equities, Valuation, Investments, Hedge Funds, Financial Modeling, Equity Research, Alternative Investments, Asset Management, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
MSA, Accounting
Northwestern University 1991 — 1995
BSSp, Communications, Economics
PwC July 2014 - Present
Financial Industry Regulatory Authority January 2014 - April 2014
Superior Court of New Jersey August 2012 - September 2013
Rutgers Community Law Clinic January 2012 - May 2012
Legal Research and Writing Program, Rutgers School of Law-Newark August 2011 - May 2012
Crow & Associates May 2011 - July 2011
Legal Research and Writing Program, Rutgers School of Law-Newark January 2011 - May 2011
Essex-Newark Legal Services June 2010 - August 2010
PPM America June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Legal Research, Westlaw, Legal Writing, Lexis, Mediation, Intellectual Property
Education
Fordham University School of Law 2013 — 2014
Master of Laws (LLM), Banking, Corporate, and Finance Law, magna cum laude
Rutgers University School of Law - Newark 2009 — 2012
J.D., cum laude
The University of Chicago 2005 — 2009
B.A., Economics
PPM America May 2011 - Present
PPM America, Inc. September 2007 - May 2011
Bernstein Global Wealth Management (Chicago) May 2006 - September 2007
Bernstein Private Wealth Management May 2005 - May 2006
Bernstein Private Wealth Management May 2003 - May 2005
Skills
Asset Managment, Portfolio Management, Investments, Financial Analysis, Due Diligence
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Finance, Marketing, Management & Strategy
Northwestern University 2005 — 2009
MA Literature
University of Michigan 1999 — 2003
Economics
PPM America, Inc. March 2014 - Present
PPM America July 2011 - March 2014
PPM America October 2007 - July 2011
Nuveen Investments 2004 - 2007
Nuveen Investments 1999 - 2004
State Street 1998 - 1999
Skills
Analysis, Fixed Income, Investments, Risk Management, Portfolio Management, Equities, Mutual Funds, Hedge Funds, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
BBA, Finance
Barclays Capital September 2010 - Present
Lighthouse Financial Group, LLC March 2010 - August 2010
KBC Bank 2003 - 2010
PPM America 1996 - 2003
DIGITAL GROOVE ENTERTAINMENT 1995 - 1996
LANCOME, a division of Cosmair 1993 - 1995
J.A. Apparel 1989 - 1993
GIORGIO ARMANI FASHION CORPORATION 1988 - 1989
Skills
Administrative..., Office Management, Outlook, Lotus Notes, Event Planning, Microsoft Excel, Microsoft Office, Banking, PowerPoint, Budgets, Event Management, Notary Public, Concur, Project Management, Analysis, Customer Service, Financial Analysis
Education
Niagara University 1979 — 1983
BA, Biology - Life Sciences
Newfleet Investment Advisors July 2011 - Present
Neuberger Berman March 2008 - June 2011
PPM America July 2002 - March 2008
Phoenix Investment Partners June 1995 - July 2002
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Portfolio Management, Asset Management, Bloomberg, Investments, Alternative Investments, Bonds, Trading, Capital Markets, Series 7
Education
University of Hartford 1996 — 2001
MBA
Post University 1992 — 1995
B.S., Finance
Inland Mortgage Capital, LLC 2014 - Present
National Republic Bank of Chicago 2012 - 2014
PPM America 2002 - 2011
NorthMarq Capital 2000 - 2002
Skills
Asset Management, Real Estate Economics, Portfolio Management, Valuation, Investments, Due Diligence, Financial Modeling, Loans, Financial Analysis, Underwriting, Real Estate, Disposition, Commercial Mortgages, CMBS, Structured Finance, Capital Markets, Commercial Real Estate
Education
St. Olaf College 1994 — 1997
Pembroke Hill School 1989 — 1993
Bank of America July 2010 - Present
PPM America September 2005 - June 2010
Mercer June 2002 - September 2005
Skills
Administrative..., Teamwork, Event Planning, Microsoft Office, Team Leadership, Time Management, Software Documentation, Travel Management, Confidentiality, Adobe Acrobat, High Availability, Organizing, Outlook, Administrative Support, Safety Officer, Project Management, Internal Communications, Management routines, Organization &..., Process Improvement, Customer Service, Business Analysis, Business Continuity, Management
Education
North Central College
PPM America March 1998 - Present
LaSalle Bank August 1989 - March 1998
Education
Rutgers University 1983 — 1987
BS, Economics
First National Assets November 2013 - Present
William Harris Investors, Inc. January 2009 - November 2013
Allstate Investments, LLC August 2006 - January 2009
PPM America February 2004 - August 2006
Harris Alternatives, LLC (Now Aurora Investment Management LLC) August 2002 - February 2004
Ernst & Young May 1999 - August 2002
Education
The University of Chicago Booth School of Business 2003 — 2006
Master of Business Administration (MBA), Finance
University of Virginia 1999 — 2000
Master of Science (MS), Accounting
University of Wisconsin-Madison 1995 — 1999
Bachelor of Business Administration (BBA), Finance
Erie Family Health Center May 2015 - Present
AIM Specialty Health December 2012 - April 2015
OptumInsight February 2011 - December 2012
Osaka Systems, Inc. January 2006 - January 2011
PPM America November 2000 - October 2005
CME Group September 1990 - May 1999
Skills
Microsoft SQL Server, T-SQL Stored Procedures, ASP.NET, Visual Studio, XHTML, HTML, XML, CSS, Web 2.0, JavaScript, VBScript, Access, Traditional Microsoft...
Education
DePaul University 1986 — 1990
Bachelor's degree, Business Administration, Management and Operations