PPM America, Inc.
Description
Address: 750 Lexington Ave # 1001, New York, NY 10022 Phone: (212) 583-7300: : Category: Website: : : : : Place name: Hours: 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, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PPM America, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
PPM America, Inc. Salaries. You can even request information on how much does PPM America, Inc. pay if you want to. Learn about salaries, pros and cons of working for PPM America, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
69 PPM America, Inc. employees in database. Find out everything there's to know about PPM America, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
PPM America, Inc. Employees
Employee
Years
Job
Industry
Madison Zamora Madison Zamora's PPM America, Inc. Experience May 2013 - August 2013
Job Client Services Analyst at bswift
Industry Information Technology and Services
Experience
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.)
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.)
Wes Wetherell Wes Wetherell's PPM America, Inc. Experience August 2014 - Present
Job Senior Vice President and Deputy General Counsel at PPM America, Inc.
Industry Financial Services
Experience
PPM America, Inc. August 2014 - Present
PPM America, Inc. December 2001 - August 2014
VanKampen Funds 1983 - 2001
Van Kampen Investments 1983 - 2001
Skills
Investment Advisory, Mutual Funds, Fixed Income, Securities, Corporate Governance, Equities, Investments, Investment Management, Due Diligence, Securities Regulation, SEC, Financial Services, Asset Management
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1982 — 1985
JD
Greenville College 1975 — 1978
BA, History
PPM America, Inc. August 2014 - Present
PPM America, Inc. December 2001 - August 2014
VanKampen Funds 1983 - 2001
Van Kampen Investments 1983 - 2001
Skills
Investment Advisory, Mutual Funds, Fixed Income, Securities, Corporate Governance, Equities, Investments, Investment Management, Due Diligence, Securities Regulation, SEC, Financial Services, Asset Management
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1982 — 1985
JD
Greenville College 1975 — 1978
BA, History
Kristi Cagney Kristi Cagney's PPM America, Inc. Experience March 2013 - Present
Job Associate, Marketing & Business Development
Industry Financial Services
Experience
PPM America, Inc. March 2013 - Present
PPM America, Inc. March 2012 - February 2013
PPM America, Inc. May 2011 - February 2012
Chicago Public Schools and Archdiocese of Chicago August 2008 - May 2011
FPL Associates L.P. April 2005 - August 2008
Stratford Advisory Group November 2002 - January 2005
Education
Illinois Wesleyan University 1998 — 2002
Bachelor of Arts, Business Administration
DePaul University 2006 — 2008
Master of Education, Teaching & Learning
PPM America, Inc. March 2013 - Present
PPM America, Inc. March 2012 - February 2013
PPM America, Inc. May 2011 - February 2012
Chicago Public Schools and Archdiocese of Chicago August 2008 - May 2011
FPL Associates L.P. April 2005 - August 2008
Stratford Advisory Group November 2002 - January 2005
Education
Illinois Wesleyan University 1998 — 2002
Bachelor of Arts, Business Administration
DePaul University 2006 — 2008
Master of Education, Teaching & Learning
Scott Walding's PPM America, Inc. Experience May 2014 - August 2014
Job Associate Underwriter at Zurich North America
Industry Insurance
Experience
Zurich North America June 2015 - Present
PPM America, Inc. May 2014 - August 2014
Fairchild Industries May 2013 - January 2014
Ela Soccer Club April 2005 - April 2013
Harper College April 2012 - August 2012
Skills
Insurance, Underwriting, Captives, Finance, Investments, Stocks, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Teamwork, Time Management, Critical Thinking, Data Entry, Customer Service, Public Speaking, Data Analysis
Education
Illinois State University 2011 — 2015
Bachelor of Science (B.S.), Double Major of Finance & Insurance
Zurich North America June 2015 - Present
PPM America, Inc. May 2014 - August 2014
Fairchild Industries May 2013 - January 2014
Ela Soccer Club April 2005 - April 2013
Harper College April 2012 - August 2012
Skills
Insurance, Underwriting, Captives, Finance, Investments, Stocks, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Teamwork, Time Management, Critical Thinking, Data Entry, Customer Service, Public Speaking, Data Analysis
Education
Illinois State University 2011 — 2015
Bachelor of Science (B.S.), Double Major of Finance & Insurance
Caroline Kerrick's PPM America, Inc. Experience March 2015 - Present
Job Insurance Analyst at PPM Finance, Inc.
Industry Financial Services
Experience
PPM America, Inc. March 2015 - Present
PPM America Capital Partners April 2014 - March 2015
Turf Town Properties, Inc. October 2013 - March 2014
Meridian-Chiles January 2013 - May 2013
KET January 2013 - May 2013
Skills
Public Relations, Social Media, Microsoft Office, Creative Writing, Public Speaking, Microsoft Publisher, Human Resources, Office Administration, Social Media Marketing, Marketing, Corporate Communications, Real Estate, Editing, Market Research, Graphic Design, Direct Mail, Social Networking
Education
University of Kentucky 2009 — 2013
Bachelor of Arts (B.A.), Corporate Communications
Lexington Catholic High School 2005 — 2009
PPM America, Inc. March 2015 - Present
PPM America Capital Partners April 2014 - March 2015
Turf Town Properties, Inc. October 2013 - March 2014
Meridian-Chiles January 2013 - May 2013
KET January 2013 - May 2013
Skills
Public Relations, Social Media, Microsoft Office, Creative Writing, Public Speaking, Microsoft Publisher, Human Resources, Office Administration, Social Media Marketing, Marketing, Corporate Communications, Real Estate, Editing, Market Research, Graphic Design, Direct Mail, Social Networking
Education
University of Kentucky 2009 — 2013
Bachelor of Arts (B.A.), Corporate Communications
Lexington Catholic High School 2005 — 2009
Ben Ivey's PPM America, Inc. Experience August 2015 - Present
Job Portfolio Analyst at PPM America, Inc.
Industry Financial Services
Experience
PPM America, Inc. August 2015 - Present
U.S. Bank April 2014 - July 2015
Credit Suisse June 2012 - April 2014
UNC ITS Labs August 2009 - May 2012
APPLES Service-Learning Program March 2011 - April 2012
Shodor Education Foundation, Inc. December 2010 - June 2011
Carolina Observatory on Corporate Reputation January 2009 - December 2010
Skills
Digital Photography, Microsoft Office, Windows 7, Mac OS X, Management, Research, OS X, Reference Data, Financial Services, Omgeo Alert, Data Analysis, Training, Technical Documentation, Adobe Creative Suite, Lightroom
Education
UNC Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
PPM America, Inc. August 2015 - Present
U.S. Bank April 2014 - July 2015
Credit Suisse June 2012 - April 2014
UNC ITS Labs August 2009 - May 2012
APPLES Service-Learning Program March 2011 - April 2012
Shodor Education Foundation, Inc. December 2010 - June 2011
Carolina Observatory on Corporate Reputation January 2009 - December 2010
Skills
Digital Photography, Microsoft Office, Windows 7, Mac OS X, Management, Research, OS X, Reference Data, Financial Services, Omgeo Alert, Data Analysis, Training, Technical Documentation, Adobe Creative Suite, Lightroom
Education
UNC Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Lucas Busch's PPM America, Inc. Experience September 2015 - Present
Job PPM America Inc
Industry Investment Management
Experience
PPM America, Inc. September 2015 - Present
Jackson National Asset Management, LLC August 2014 - September 2015
CME Group February 2014 - August 2014
CME Group January 2014 - August 2014
Quinlan School of Business, Loyola University Chicago January 2014 - June 2014
Chicago Sport and Social Club June 2011 - September 2013
Sheridan Point Condominiums 2011 - 2012
Skills
Financial Analysis, Microsoft Excel, Public Speaking, Portfolio Management, Microsoft Office, Equity Research, Mathematics, Portfolio Optimization, Investment Portfolio, Stock Trading, Financial Surveillance, Data Analysis, Trading, Time Management, Facebook, Social Networking, Critical Thinking, Team Leadership, Risk Analysis, Learning Quickly
Education
Loyola University Chicago 2014 — 2015
Master of Business Administration (MBA), Finance, General
Loyola University Chicago 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
John Felice Rome Center 2012 — 2012
Global Marketing
PPM America, Inc. September 2015 - Present
Jackson National Asset Management, LLC August 2014 - September 2015
CME Group February 2014 - August 2014
CME Group January 2014 - August 2014
Quinlan School of Business, Loyola University Chicago January 2014 - June 2014
Chicago Sport and Social Club June 2011 - September 2013
Sheridan Point Condominiums 2011 - 2012
Skills
Financial Analysis, Microsoft Excel, Public Speaking, Portfolio Management, Microsoft Office, Equity Research, Mathematics, Portfolio Optimization, Investment Portfolio, Stock Trading, Financial Surveillance, Data Analysis, Trading, Time Management, Facebook, Social Networking, Critical Thinking, Team Leadership, Risk Analysis, Learning Quickly
Education
Loyola University Chicago 2014 — 2015
Master of Business Administration (MBA), Finance, General
Loyola University Chicago 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
John Felice Rome Center 2012 — 2012
Global Marketing
Tyler VanGilder Tyler VanGilder's PPM America, Inc. Experience June 2015 - Present
Job Performance Analyst at PPM America, Inc.
Industry Financial Services
Experience
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
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
James Leda James Leda's PPM America, Inc. Experience February 2009 - Present
Job Managing Director of Debt Restructuring at PPM America, Inc.
Industry Investment Management
Experience
PPM America, Inc. February 2009 - Present
Washington Mutual Inc. Liquidating Trust Advisory Board March 2012 - March 2013
Merrill Lynch 2000 - 2009
Price Waterhouse 1995 - 1999
Skills
Debt Restructuring, Fixed Income, Equities, Bloomberg, Capital Markets, Asset Management, Valuation, Financial Modeling, Alternative Investments, Hedge Funds, Private Equity, Fixed Income Analysis, Bonds, Structured Finance, High Yield, Investment Banking, Equity Research, Derivatives, Emerging Markets, Securities
Education
The University of Chicago 1999 — 2001
MBA, Analytical Finance
Stockholm School of Economics 2001 — 2001
International Business Program, Risk Management; International Accounting
Indiana University of Pennsylvania 1991 — 1995
BS, Finance and Accounting (Double Major)
PPM America, Inc. February 2009 - Present
Washington Mutual Inc. Liquidating Trust Advisory Board March 2012 - March 2013
Merrill Lynch 2000 - 2009
Price Waterhouse 1995 - 1999
Skills
Debt Restructuring, Fixed Income, Equities, Bloomberg, Capital Markets, Asset Management, Valuation, Financial Modeling, Alternative Investments, Hedge Funds, Private Equity, Fixed Income Analysis, Bonds, Structured Finance, High Yield, Investment Banking, Equity Research, Derivatives, Emerging Markets, Securities
Education
The University of Chicago 1999 — 2001
MBA, Analytical Finance
Stockholm School of Economics 2001 — 2001
International Business Program, Risk Management; International Accounting
Indiana University of Pennsylvania 1991 — 1995
BS, Finance and Accounting (Double Major)
Barbara Billhardt Barbara Billhardt's PPM America, Inc. Experience March 2000 - October 2008
Job Assistant HR Director at Henderson Global Investors
Industry Financial Services
Experience
Henderson Global Investors October 2009 - Present
PPM America, Inc. March 2000 - October 2008
Skills
Human Resources, Management, Recruiting, Talent Management, Benefit Administration, Payroll
Education
Loyola University of Chicago
BA, English
Henderson Global Investors October 2009 - Present
PPM America, Inc. March 2000 - October 2008
Skills
Human Resources, Management, Recruiting, Talent Management, Benefit Administration, Payroll
Education
Loyola University of Chicago
BA, English
Jarrett Brotzman's PPM America, Inc. Experience September 2015 - Present
Job Analyst at PPM America, Inc.
Industry Investment Management
Experience
PPM America, Inc. September 2015 - Present
United States Army Reserve July 2014 - Present
The PrivateBank July 2014 - August 2015
Civic Consulting Alliance January 2015 - March 2015
US Army November 2012 - July 2014
US Army June 2011 - November 2012
Washington and Lee University April 2008 - May 2011
Williams Investment Society January 2009 - December 2010
U.S. House of Representatives April 2009 - May 2009
Education
Washington and Lee University 2007 — 2011
B.A.C., Economics, American Politics
Virginia Military Institute 2009 — 2011
U.S. Army ROTC
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Tuck Business Bridge Program
PPM America, Inc. September 2015 - Present
United States Army Reserve July 2014 - Present
The PrivateBank July 2014 - August 2015
Civic Consulting Alliance January 2015 - March 2015
US Army November 2012 - July 2014
US Army June 2011 - November 2012
Washington and Lee University April 2008 - May 2011
Williams Investment Society January 2009 - December 2010
U.S. House of Representatives April 2009 - May 2009
Education
Washington and Lee University 2007 — 2011
B.A.C., Economics, American Politics
Virginia Military Institute 2009 — 2011
U.S. Army ROTC
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Tuck Business Bridge Program
Levoyd Robinson, CFA Levoyd Robinson, CFA's PPM America, Inc. Experience 1996 - 2000
Job Managing Principal at Chicago Fundamental Investment Partners
Industry Investment Management
Experience
Chicago Fundamental Investment Partners 2005 - Present
Citadel Investment Group, LLC 2000 - 2005
PPM America, Inc. 1996 - 2000
First Chicago Corporation 1988 - 1996
Skills
Portfolio Management, CLO, CDO, Structured Products, Structured Finance, Alternative Investments, Loans, Hedge Funds, Asset Management, Investments, Finance, Equities, Credit, Fixed Income, Leveraged Finance, Financial Markets, Capital Markets, Bonds, High Yield, Financial Structuring, Management, Performing Arts, Visual Arts, Educational Leadership
Education
University of Wisconsin-Madison 1987 — 1988
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Howard University 1983 — 1987
Bachelor of Business Administration (BBA), Magna Cum Laude, Finance, General
Chicago Fundamental Investment Partners 2005 - Present
Citadel Investment Group, LLC 2000 - 2005
PPM America, Inc. 1996 - 2000
First Chicago Corporation 1988 - 1996
Skills
Portfolio Management, CLO, CDO, Structured Products, Structured Finance, Alternative Investments, Loans, Hedge Funds, Asset Management, Investments, Finance, Equities, Credit, Fixed Income, Leveraged Finance, Financial Markets, Capital Markets, Bonds, High Yield, Financial Structuring, Management, Performing Arts, Visual Arts, Educational Leadership
Education
University of Wisconsin-Madison 1987 — 1988
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Howard University 1983 — 1987
Bachelor of Business Administration (BBA), Magna Cum Laude, Finance, General
Curtis Spillers, CFA Curtis Spillers, CFA's PPM America, Inc. Experience 2001 - 2012
Job Fixed Income Research Analyst & Head of Credit Training Program
Industry Investment Management
Experience
Reinsurance Group of America April 2013 - Present
PPM America, Inc. 2001 - 2012
KPMG Corporate Finance LLC 2000 - 2001
Fitch Ratings (formerly Duff & Phelps Credit Rating Co.) 1997 - 2000
Bank of Tokyo-Mitsubishi UFJ (formerly Mitsubishi Bank) December 1988 - March 1996
Credit Agricole S.A. (formerly Credit Lyonnais) 1982 - 1988
Bank of America (formerly Continental Illinois National Bank) 1981 - 1982
Skills
Portfolio Management, Investment Management, Project Finance, Investments, Commercial Banking, Private Placements, Corporate Finance, Due Diligence, Lease Financing, Business Development, Ratings Advisory, Buy-side, CFA, Covenants, Business Relationship..., Relative Value Trading, Credit Analysis, Fixed Income, Sensitivity Analysis, Fixed Income Portfolio..., Chartered Financial..., CDS, Bonds, Series 7, Series 63, Structured Finance, Credit, Derivatives, Fixed Income Analysis, Mergers & Acquisitions, Capital Markets, Finance
Education
Purdue University - Krannert School of Management
MBA, Finance
University of Puget Sound
BS, Mathematics & Economics
Reinsurance Group of America April 2013 - Present
PPM America, Inc. 2001 - 2012
KPMG Corporate Finance LLC 2000 - 2001
Fitch Ratings (formerly Duff & Phelps Credit Rating Co.) 1997 - 2000
Bank of Tokyo-Mitsubishi UFJ (formerly Mitsubishi Bank) December 1988 - March 1996
Credit Agricole S.A. (formerly Credit Lyonnais) 1982 - 1988
Bank of America (formerly Continental Illinois National Bank) 1981 - 1982
Skills
Portfolio Management, Investment Management, Project Finance, Investments, Commercial Banking, Private Placements, Corporate Finance, Due Diligence, Lease Financing, Business Development, Ratings Advisory, Buy-side, CFA, Covenants, Business Relationship..., Relative Value Trading, Credit Analysis, Fixed Income, Sensitivity Analysis, Fixed Income Portfolio..., Chartered Financial..., CDS, Bonds, Series 7, Series 63, Structured Finance, Credit, Derivatives, Fixed Income Analysis, Mergers & Acquisitions, Capital Markets, Finance
Education
Purdue University - Krannert School of Management
MBA, Finance
University of Puget Sound
BS, Mathematics & Economics
Kyle Ewert Kyle Ewert's PPM America, Inc. Experience May 2014 - August 2014
Job Investment Banking Workshop '17 | Kelley School of Business Honors | Indiana University
Industry Banking
Experience
PPM America, Inc. May 2014 - August 2014
Education
Indiana University - Kelley School of Business Honors 2013 — 2017
Bachelor's Degree, Accounting, Finance, Economics, Sophomore
The London School of Economics and Political Science (LSE) 2015 — 2015
Short-term Study Abroad, Economics
Lake Forest High School 2009 — 2013
High School
PPM America, Inc. May 2014 - August 2014
Education
Indiana University - Kelley School of Business Honors 2013 — 2017
Bachelor's Degree, Accounting, Finance, Economics, Sophomore
The London School of Economics and Political Science (LSE) 2015 — 2015
Short-term Study Abroad, Economics
Lake Forest High School 2009 — 2013
High School
Brett Crain Brett Crain's PPM America, Inc. Experience May 2014 - Present
Job Business Systems Analyst at PPM America
Industry Computer Software
Experience
PPM America, Inc. May 2014 - Present
Fieldware LLC March 2006 - May 2014
BOX Packaging August 2005 - March 2006
Skills
Microsoft SQL Server, C# 4.0, T-SQL, AJAX, jQuery, LINQ, JavaScript, Perl, Subversion, OOP, REST, ASP.NET, Visual Studio
Education
Rensselaer Polytechnic Institute 1998 — 2002
Bachelor of Science (B.S.), Computer Science
PPM America, Inc. May 2014 - Present
Fieldware LLC March 2006 - May 2014
BOX Packaging August 2005 - March 2006
Skills
Microsoft SQL Server, C# 4.0, T-SQL, AJAX, jQuery, LINQ, JavaScript, Perl, Subversion, OOP, REST, ASP.NET, Visual Studio
Education
Rensselaer Polytechnic Institute 1998 — 2002
Bachelor of Science (B.S.), Computer Science
Erin Woodward's PPM America, Inc. Experience November 2011 - September 2015
Job Managing Partner/CoFounder of AccuLab LLC
Industry Biotechnology
Experience
Acculab LLC September 2015 - Present
PPM America, Inc. November 2011 - September 2015
Skills
Financial Analysis, Investments, Portfolio Management, Finance, Financial Services, Business Analysis, Alternative Investments, Mutual Funds, Risk Management, Securities, Asset Allocation, Banking, Insurance, Retirement, Fixed Annuities, Retirement Planning, Series 63, Wealth Management, Series 6, Financial Planning, Equities, Fixed Income
Education
Regis University
Bachelor’s Degree, Finance and Financial Management Services, Summa Cum Laude
Acculab LLC September 2015 - Present
PPM America, Inc. November 2011 - September 2015
Skills
Financial Analysis, Investments, Portfolio Management, Finance, Financial Services, Business Analysis, Alternative Investments, Mutual Funds, Risk Management, Securities, Asset Allocation, Banking, Insurance, Retirement, Fixed Annuities, Retirement Planning, Series 63, Wealth Management, Series 6, Financial Planning, Equities, Fixed Income
Education
Regis University
Bachelor’s Degree, Finance and Financial Management Services, Summa Cum Laude
Jason Brock's PPM America, Inc. Experience March 2013 - Present
Job AVP, Marketing & Communications, PPM America, Inc.
Industry Financial Services
Experience
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, 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
Joseph Netzel Joseph Netzel's PPM America, Inc. Experience May 2013 - Present
Job Student at Northern Illinois University
Industry Financial Services
Experience
PPM America, Inc. May 2013 - Present
NIU Evans Scholars January 2014 - January 2015
NIU Evans Scholars January 2013 - December 2013
Park Ridge Country Club April 2010 - August 2012
Ridgemoor Country Club April 2007 - August 2009
Skills
Bloomberg, Portfolio Management, Financial Analysis, Asset Management, Finance, Private Equity, Microsoft Excel, Loans, Microsoft Office
Education
Northern Illinois University 2011 — 2015
Bachelor of Science (BS), Finance, General
PPM America, Inc. May 2013 - Present
NIU Evans Scholars January 2014 - January 2015
NIU Evans Scholars January 2013 - December 2013
Park Ridge Country Club April 2010 - August 2012
Ridgemoor Country Club April 2007 - August 2009
Skills
Bloomberg, Portfolio Management, Financial Analysis, Asset Management, Finance, Private Equity, Microsoft Excel, Loans, Microsoft Office
Education
Northern Illinois University 2011 — 2015
Bachelor of Science (BS), Finance, General
Daryl P. Smith's PPM America, Inc. Experience December 2012 - Present
Job AVP Information Technology at PPM America, Inc.
Industry Information Technology and Services
Experience
PPM America, Inc. December 2012 - Present
Skills
Cisco Certified, Cisco Technologies, CCNA, Cisco Call Manager, VoIP, Routing, Cisco Nexus, Network Design, VMware, Unified Communications, CCVP, CCNP, WAN, Cisco IOS, Data Center, Routers, Switches, Firewalls, Network Security, Microsoft Certified..., Telecommunications, Network Administration
Education
Northeastern Illinois University 1995 — 1996
BA
University of Illinois at Chicago 1989 — 1994
none
University of Illinois at Urbana-Champaign
University of Illinois at Urbana-Champaign
PPM America, Inc. December 2012 - Present
Skills
Cisco Certified, Cisco Technologies, CCNA, Cisco Call Manager, VoIP, Routing, Cisco Nexus, Network Design, VMware, Unified Communications, CCVP, CCNP, WAN, Cisco IOS, Data Center, Routers, Switches, Firewalls, Network Security, Microsoft Certified..., Telecommunications, Network Administration
Education
Northeastern Illinois University 1995 — 1996
BA
University of Illinois at Chicago 1989 — 1994
none
University of Illinois at Urbana-Champaign
University of Illinois at Urbana-Champaign
Jeremy Szuch Jeremy Szuch's PPM America, Inc. Experience May 2013 - October 2014
Job Senior Analyst at ACA Compliance Group
Industry Management Consulting
Experience
ACA Compliance Group October 2014 - Present
PPM America, Inc. May 2013 - October 2014
ACA Compliance Group May 2010 - May 2013
Cambridge Associates June 2009 - May 2010
Bank of America Merrill Lynch May 2008 - August 2008
Bundy Group May 2007 - August 2007
Skills
Management Consulting, Corporate Finance, Research, Due Diligence, Hedge Funds, Private Equity, Fund Of Funds, Mathematical Economics, Econometrics, Macroeconomics, Microeconomics, Securities Regulation, Valuation, Investments, Asset Allocation, Asset Management, Investment Strategies, Bloomberg, Equities, Analysis, Finance, Financial Modeling, Financial Services, Investment Management, Securities, Wealth Management
Education
University of Virginia 2008 — 2009
Masters of Commerce, Financial Services
Hampden-Sydney College 2004 — 2008
B.S., Mathematical Economics and Spanish
ACA Compliance Group October 2014 - Present
PPM America, Inc. May 2013 - October 2014
ACA Compliance Group May 2010 - May 2013
Cambridge Associates June 2009 - May 2010
Bank of America Merrill Lynch May 2008 - August 2008
Bundy Group May 2007 - August 2007
Skills
Management Consulting, Corporate Finance, Research, Due Diligence, Hedge Funds, Private Equity, Fund Of Funds, Mathematical Economics, Econometrics, Macroeconomics, Microeconomics, Securities Regulation, Valuation, Investments, Asset Allocation, Asset Management, Investment Strategies, Bloomberg, Equities, Analysis, Finance, Financial Modeling, Financial Services, Investment Management, Securities, Wealth Management
Education
University of Virginia 2008 — 2009
Masters of Commerce, Financial Services
Hampden-Sydney College 2004 — 2008
B.S., Mathematical Economics and Spanish
Skylair Moreland's PPM America, Inc. Experience August 2013 - Present
Job Reception/Office Services
Industry Hospitality
Experience
PPM America, Inc. August 2013 - Present
Sbarro Italian Eatery 2011 - 2012
Compass Group North America/Eurest Dining Services July 2010 - November 2011
Steak n Shake 2007 - 2009
Skills
Restaurants, Food, Culinary Skills, Menu Development, Food Service, Restaurant Management, Catering, Recipes, Food Safety, Fine Dining, Cooking, Cuisine, Customer Satisfaction, Hospitality, Menu Costing, Hospitality Management, Hospitality Industry, Food & Beverage, Event Planning, Leadership, Customer Service, Sanitation, Budgets, Event Management, Banquets, Hotels, Management, Marketing Strategy, Training, Sales, Human Resources, Time Management, Hiring, Micros, Hotel Management, Employee Training, Multi-unit, Team Building, Inventory Management, MICROS
Education
Concordia University-St. Paul 2014 — 2016
Bachelor's Degree, Hospitality Administration/Management & Human Resources Management and Services
Le Cordon Bleu College of Culinary Arts-Scottsdale 2012 — 2014
Associate of Arts and Sciences (A.A.S.), Hospitality and Restaurant Management
PPM America, Inc. August 2013 - Present
Sbarro Italian Eatery 2011 - 2012
Compass Group North America/Eurest Dining Services July 2010 - November 2011
Steak n Shake 2007 - 2009
Skills
Restaurants, Food, Culinary Skills, Menu Development, Food Service, Restaurant Management, Catering, Recipes, Food Safety, Fine Dining, Cooking, Cuisine, Customer Satisfaction, Hospitality, Menu Costing, Hospitality Management, Hospitality Industry, Food & Beverage, Event Planning, Leadership, Customer Service, Sanitation, Budgets, Event Management, Banquets, Hotels, Management, Marketing Strategy, Training, Sales, Human Resources, Time Management, Hiring, Micros, Hotel Management, Employee Training, Multi-unit, Team Building, Inventory Management, MICROS
Education
Concordia University-St. Paul 2014 — 2016
Bachelor's Degree, Hospitality Administration/Management & Human Resources Management and Services
Le Cordon Bleu College of Culinary Arts-Scottsdale 2012 — 2014
Associate of Arts and Sciences (A.A.S.), Hospitality and Restaurant Management
Desireé Roman's PPM America, Inc. Experience October 1996 - October 1998
Job
Industry Consumer Services
Experience
Roman Endeavors, Inc. November 2003 - Present
Pugh, Jones & Johnson, P.C. March 2014 - June 2015
Edelman January 1999 - October 2003
PPM America, Inc. October 1996 - October 1998
Jane Addams Hull House Association January 1994 - October 1996
Education
Northwestern University 2003 — 2007
Bachelor's degree, Communication Studies
Notre Dame Highschool for Girls
High School Diploma
Roman Endeavors, Inc. November 2003 - Present
Pugh, Jones & Johnson, P.C. March 2014 - June 2015
Edelman January 1999 - October 2003
PPM America, Inc. October 1996 - October 1998
Jane Addams Hull House Association January 1994 - October 1996
Education
Northwestern University 2003 — 2007
Bachelor's degree, Communication Studies
Notre Dame Highschool for Girls
High School Diploma
Caitlin Kennedy's PPM America, Inc. Experience May 2013 - August 2013
Job Executive Recruiter at The Equus Group
Industry Staffing and Recruiting
Experience
The Equus Group June 2015 - Present
Global Employment Solutions May 2014 - January 2015
CollegeFashionista January 2014 - May 2014
CollegeFashionista August 2013 - December 2013
PPM America, Inc. May 2013 - August 2013
PPM America, Inc. May 2012 - August 2012
Skills
Recruiting, Time Management, Human Resources, Microsoft Office, Social Networking, Microsoft Word, Microsoft Excel, Research, Sourcing, Cold Calling, PowerPoint, Leadership, MaxHire, Job Postings
Education
University of Iowa 2011 — 2015
Communication Studies, Spanish, Leadership Studies, Human Relations, Senior
Universitat Pompeu Fabra 2014 — 2014
Junior
Benet Academy 2007 — 2011
The Equus Group June 2015 - Present
Global Employment Solutions May 2014 - January 2015
CollegeFashionista January 2014 - May 2014
CollegeFashionista August 2013 - December 2013
PPM America, Inc. May 2013 - August 2013
PPM America, Inc. May 2012 - August 2012
Skills
Recruiting, Time Management, Human Resources, Microsoft Office, Social Networking, Microsoft Word, Microsoft Excel, Research, Sourcing, Cold Calling, PowerPoint, Leadership, MaxHire, Job Postings
Education
University of Iowa 2011 — 2015
Communication Studies, Spanish, Leadership Studies, Human Relations, Senior
Universitat Pompeu Fabra 2014 — 2014
Junior
Benet Academy 2007 — 2011
Daniel Conway Daniel Conway's PPM America, Inc. Experience May 2014 - August 2014
Job Consultant at FactSet
Industry Investment Management
Experience
FactSet May 2015 - Present
PPM America, Inc. May 2014 - August 2014
johnnie-O April 2013 - May 2014
Svigos Asset Management January 2013 - January 2014
Skills
Finance, Bloomberg Terminal, Investments, Microsoft Office, Portfolio Management, Economics, Yardi Voyager, Portia, Account Reconciliation, Trade Settlement
Education
Providence College 2011 — 2015
Bachelor of Science (BS), Finance
FactSet May 2015 - Present
PPM America, Inc. May 2014 - August 2014
johnnie-O April 2013 - May 2014
Svigos Asset Management January 2013 - January 2014
Skills
Finance, Bloomberg Terminal, Investments, Microsoft Office, Portfolio Management, Economics, Yardi Voyager, Portia, Account Reconciliation, Trade Settlement
Education
Providence College 2011 — 2015
Bachelor of Science (BS), Finance
Moreno Susana Moreno Susana's PPM America, Inc. Experience 1999 - 2002
Job Draw Specialist at GE Capital Real Estate
Industry Financial Services
Experience
Baird & Warner June 2014 - Present
GE Capital Real Estate July 2014 - August 2015
GE Capital August 2012 - July 2014
GE Capital Americas April 2008 - August 2012
MetLife Investors 2002 - 2006
MetLife Investors 2002 - 2006
MetLife Investors 2002 - 2006
PPM America, Inc. 1999 - 2002
Skills
Banking, Credit Analysis, Credit, Mortgage Lending, Financial Analysis, Loans, Risk Management, Portfolio Management, Credit Risk, Credit Cards, Commercial Banking, Commercial Lending, Budgets, Real Estate Economics
Education
Robert Morris University - Illinois 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Benito Juarez High School 1991 — 1995
Baird & Warner June 2014 - Present
GE Capital Real Estate July 2014 - August 2015
GE Capital August 2012 - July 2014
GE Capital Americas April 2008 - August 2012
MetLife Investors 2002 - 2006
MetLife Investors 2002 - 2006
MetLife Investors 2002 - 2006
PPM America, Inc. 1999 - 2002
Skills
Banking, Credit Analysis, Credit, Mortgage Lending, Financial Analysis, Loans, Risk Management, Portfolio Management, Credit Risk, Credit Cards, Commercial Banking, Commercial Lending, Budgets, Real Estate Economics
Education
Robert Morris University - Illinois 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Benito Juarez High School 1991 — 1995
Charlie Knapp Charlie Knapp's PPM America, Inc. Experience May 2015 - Present
Job Miami University's Farmer School of Business Student
Industry Accounting
Experience
PPM America, Inc. May 2015 - Present
Chicago Golf Club May 2011 - Present
Original Skateboards 2009 - 2012
Skills
Teamwork, Critical Thinking, Microsoft Excel, Microsoft Office, Time Management, Accounting, Financial Analysis, Interpersonal Skill, SAS Analysis, Access, Communication, Leadership, PowerPoint, Microsoft Word, Social Media, Social Networking
Education
Miami University 2013 — 2017
Bachelor of Science (BS), Accounting
Glenbard West High School 2009 — 2013
High School Diploma
PPM America, Inc. May 2015 - Present
Chicago Golf Club May 2011 - Present
Original Skateboards 2009 - 2012
Skills
Teamwork, Critical Thinking, Microsoft Excel, Microsoft Office, Time Management, Accounting, Financial Analysis, Interpersonal Skill, SAS Analysis, Access, Communication, Leadership, PowerPoint, Microsoft Word, Social Media, Social Networking
Education
Miami University 2013 — 2017
Bachelor of Science (BS), Accounting
Glenbard West High School 2009 — 2013
High School Diploma
Ellen Rowson's PPM America, Inc. Experience September 2014 - Present
Job Administrative Executive Assistant, Structured Finance
Industry Executive Office
Experience
PPM America, Inc. September 2014 - Present
Sansome Pacific Properties Inc. October 2013 - August 2014
Hotel Monaco San Francisco - A Kimpton Hotel September 2012 - November 2013
Bloomingdale's September 2011 - November 2012
Kimpton Hotels & Restaurants April 2010 - September 2012
Anytime Fitness July 2009 - December 2010
Mayes Oyster House October 2009 - April 2010
Skills
Customer Service, Event Planning, Hospitality, Sales, Customer Satisfaction, Inventory Management, Time Management, Event Management, Microsoft Office, Microsoft Word, PowerPoint, Food & Beverage, Social Media, Microsoft Excel, Social Networking, Hotels, Management, Facebook, Retail, Recruiting, Restaurants, Social Media Marketing, Leadership, Merchandising, Marketing, Team Leadership, Data Entry, Outlook, Restaurant Management, Teamwork, Budgets, Team Building, Marketing Strategy
Education
San Francisco State University 2007 — 2011
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Alameda High School 2003 — 2007
PPM America, Inc. September 2014 - Present
Sansome Pacific Properties Inc. October 2013 - August 2014
Hotel Monaco San Francisco - A Kimpton Hotel September 2012 - November 2013
Bloomingdale's September 2011 - November 2012
Kimpton Hotels & Restaurants April 2010 - September 2012
Anytime Fitness July 2009 - December 2010
Mayes Oyster House October 2009 - April 2010
Skills
Customer Service, Event Planning, Hospitality, Sales, Customer Satisfaction, Inventory Management, Time Management, Event Management, Microsoft Office, Microsoft Word, PowerPoint, Food & Beverage, Social Media, Microsoft Excel, Social Networking, Hotels, Management, Facebook, Retail, Recruiting, Restaurants, Social Media Marketing, Leadership, Merchandising, Marketing, Team Leadership, Data Entry, Outlook, Restaurant Management, Teamwork, Budgets, Team Building, Marketing Strategy
Education
San Francisco State University 2007 — 2011
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Alameda High School 2003 — 2007
Kyle Muñoz, CFA Kyle Muñoz, CFA's PPM America, Inc. Experience April 2014 - Present
Job Business Analyst at PPM America
Industry Investment Management
Experience
PPM America, Inc. April 2014 - Present
Northern Trust Corporation June 2012 - March 2014
Northern Trust Corporation August 2011 - May 2012
Omnium LLC October 2010 - July 2011
Bank of America August 2008 - September 2010
LaSalle Bank June 2007 - August 2007
LaSalle Bank June 2006 - August 2006
Skills
Hedge Funds, Alternative Investments, Relationship Management, Fund Administration, Financial Services, Equities, Credit, Middle Office, Derivatives, Capital Markets, Fixed Income, Finance, Banking, Bloomberg, Asset Management, Securities, Portfolio Management, Back Office, Due Diligence
Education
University of Wisconsin-Madison - School of Business 2004 — 2008
Bachelor of Business Administration, with Distinction
City University London 2007 — 2007
Bachelor of Business Administration
PPM America, Inc. April 2014 - Present
Northern Trust Corporation June 2012 - March 2014
Northern Trust Corporation August 2011 - May 2012
Omnium LLC October 2010 - July 2011
Bank of America August 2008 - September 2010
LaSalle Bank June 2007 - August 2007
LaSalle Bank June 2006 - August 2006
Skills
Hedge Funds, Alternative Investments, Relationship Management, Fund Administration, Financial Services, Equities, Credit, Middle Office, Derivatives, Capital Markets, Fixed Income, Finance, Banking, Bloomberg, Asset Management, Securities, Portfolio Management, Back Office, Due Diligence
Education
University of Wisconsin-Madison - School of Business 2004 — 2008
Bachelor of Business Administration, with Distinction
City University London 2007 — 2007
Bachelor of Business Administration
SYNOVE MARAFFINO SYNOVE MARAFFINO's PPM America, Inc. Experience January 1997 - Present
Job VP SETTLEMENTS AND ADMINISTRATION at PPM AMERICA, INC.
Industry Commercial Real Estate
Experience
PPM AMERICA, INC. January 1997 - Present
Skills
Investments, Portfolio Management, Valuation, CMBS, Bloomberg, Due Diligence, Equities, Financial Modeling, Structured Finance, Fixed Income, CDO, Hedge Funds
Education
The John Marshall Law School 2012 — 2015
Master’s Degree, Real Estate Law
The John Marshall Law School 1991 — 1995
Doctor of Law (J.D.)
Loyola University of Chicago 1981 — 1990
Bachelor of Arts (B.A.), Philosophy
RIVERSIDE BROOKFIELD, H.S., RIVERSIDE, IL 1976 — 1980
S.E. GROSS ELEMENTARY SCHOOL, BROOKFIELD, IL 1972 — 1976
PPM AMERICA, INC. January 1997 - Present
Skills
Investments, Portfolio Management, Valuation, CMBS, Bloomberg, Due Diligence, Equities, Financial Modeling, Structured Finance, Fixed Income, CDO, Hedge Funds
Education
The John Marshall Law School 2012 — 2015
Master’s Degree, Real Estate Law
The John Marshall Law School 1991 — 1995
Doctor of Law (J.D.)
Loyola University of Chicago 1981 — 1990
Bachelor of Arts (B.A.), Philosophy
RIVERSIDE BROOKFIELD, H.S., RIVERSIDE, IL 1976 — 1980
S.E. GROSS ELEMENTARY SCHOOL, BROOKFIELD, IL 1972 — 1976
Amanda Dearborn Amanda Dearborn's PPM America, Inc. Experience March 2014 - Present
Job Assistant Vice President, Asia Business Development at PPM America
Industry Financial Services
Experience
PPM America, Inc. March 2014 - Present
PPM America, Inc. August 2011 - March 2014
Mercer Investment Consulting July 2009 - August 2011
JPMorgan Chase June 2008 - August 2008
Barclays Bank June 2007 - July 2007
Skills
Fixed Income, Equities, Asset Management, Portfolio Management, Investments
Education
Northwestern University - Kellogg School of Management
Bucknell University 2005 — 2009
BA, Economics
Western Reserve Academy
PPM America, Inc. March 2014 - Present
PPM America, Inc. August 2011 - March 2014
Mercer Investment Consulting July 2009 - August 2011
JPMorgan Chase June 2008 - August 2008
Barclays Bank June 2007 - July 2007
Skills
Fixed Income, Equities, Asset Management, Portfolio Management, Investments
Education
Northwestern University - Kellogg School of Management
Bucknell University 2005 — 2009
BA, Economics
Western Reserve Academy
Sarah Smithers Sarah Smithers's PPM America, Inc. Experience September 2014 - November 2014
Job Editorial Coordinator at The Verge
Industry Publishing
Experience
The Verge December 2014 - Present
PPM America, Inc. September 2014 - November 2014
Catalyst Investors June 2014 - August 2014
Cowboy Bear Ninja January 2014 - January 2014
Psyop August 2013 - September 2013
Psyop October 2011 - August 2013
Chemung County June 2010 - April 2011
Chemung County May 2009 - October 2010
Skills
Organization, Microsoft Office, Microsoft Excel, Google Docs, Travel Arrangements, Proficient Typing Skills, Multi-line Phone, Client Relations Skills, Production Budgeting, Scheduling Management, Social Skills, Experience Working with..., Recreation Planning, Team Management, Flexibility, Events Coordination, Customer Service, Fetch, New Hire Training, Wardrobe, Creative Writing, Job Running, Purchase Orders, Job Coaching, Administrative..., Assistant Work, Office Management, High Proficiency, PowerPoint, Proofreading
Education
State University of New York College at Geneseo 2006 — 2010
Bachelor's Degree, English Language and Literature, General
The Verge December 2014 - Present
PPM America, Inc. September 2014 - November 2014
Catalyst Investors June 2014 - August 2014
Cowboy Bear Ninja January 2014 - January 2014
Psyop August 2013 - September 2013
Psyop October 2011 - August 2013
Chemung County June 2010 - April 2011
Chemung County May 2009 - October 2010
Skills
Organization, Microsoft Office, Microsoft Excel, Google Docs, Travel Arrangements, Proficient Typing Skills, Multi-line Phone, Client Relations Skills, Production Budgeting, Scheduling Management, Social Skills, Experience Working with..., Recreation Planning, Team Management, Flexibility, Events Coordination, Customer Service, Fetch, New Hire Training, Wardrobe, Creative Writing, Job Running, Purchase Orders, Job Coaching, Administrative..., Assistant Work, Office Management, High Proficiency, PowerPoint, Proofreading
Education
State University of New York College at Geneseo 2006 — 2010
Bachelor's Degree, English Language and Literature, General
Tina Tse's PPM America, Inc. Experience July 1999 - August 2001
Job Digital Marketing | RFPs | Social Media
Industry Investment Management
Experience
MacKay Shields LLC November 2012 - Present
UBS Global Asset Management July 2011 - July 2012
HSBC Global Asset Management December 2009 - July 2011
AIG Investments February 2005 - November 2009
Credit Agricole Asset Management September 2001 - December 2004
PPM America, Inc. July 1999 - August 2001
Invesco Hong Kong Ltd. July 1995 - August 1998
Prudential Securities July 1992 - March 1995
Skills
Alternative Investments, Capital Markets, Marketing, Investment Management, Integrated Marketing, Investment Advisory, Thought Leadership, Asset Managment, Content Development, Talent Management, Strategic Planning, Risk Management, Financial Markets, Bonds, Positioning, Cross-functional Team..., Strategy, Competitive Analysis, Institutional..., Marketing Communications, Investor Relations
Education
Boston University - School of Management
BSBA, Finance and Marketing
MacKay Shields LLC November 2012 - Present
UBS Global Asset Management July 2011 - July 2012
HSBC Global Asset Management December 2009 - July 2011
AIG Investments February 2005 - November 2009
Credit Agricole Asset Management September 2001 - December 2004
PPM America, Inc. July 1999 - August 2001
Invesco Hong Kong Ltd. July 1995 - August 1998
Prudential Securities July 1992 - March 1995
Skills
Alternative Investments, Capital Markets, Marketing, Investment Management, Integrated Marketing, Investment Advisory, Thought Leadership, Asset Managment, Content Development, Talent Management, Strategic Planning, Risk Management, Financial Markets, Bonds, Positioning, Cross-functional Team..., Strategy, Competitive Analysis, Institutional..., Marketing Communications, Investor Relations
Education
Boston University - School of Management
BSBA, Finance and Marketing
Peter Mandich's PPM America, Inc. Experience May 2014 - August 2014
Job Summer Intern at PPM America, Inc.
Industry
Experience
PPM America, Inc. May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Portia, Microsoft Word, PowerPoint, English, Research, Outlook, Public Speaking, Strategic Planning, Editing
Education
Miami University
Finance, General, Junior
Villanova University 2013 — 2014
Freshman
Naperville Central High School 2009 — 2013
High School
PPM America, Inc. May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Portia, Microsoft Word, PowerPoint, English, Research, Outlook, Public Speaking, Strategic Planning, Editing
Education
Miami University
Finance, General, Junior
Villanova University 2013 — 2014
Freshman
Naperville Central High School 2009 — 2013
High School
Sarah Ludwig Sarah Ludwig's PPM America, Inc. Experience April 2003 - September 2004
Job CPA at Carlisto & Saxenian CPA's, LLP
Industry Accounting
Experience
Carlisto & Saxenian CPA's, LLP December 2012 - Present
Nazelrod & Associates May 2010 - June 2012
IMRE May 2007 - May 2010
Inside Lacrosse March 2005 - April 2007
PPM America, Inc. April 2003 - September 2004
EY October 2001 - April 2003
Skills
Microsoft Excel, GAAP, Financial Reporting, Accounting, Auditing, US GAAP, Tax, Strategic Planning, General Ledger
Education
The College of William and Mary - The Mason School of Business 2000 — 2001
Master of Science (MS), Accounting
Lehigh University 1996 — 2000
Bachelor of Science (BS), Accounting
Carlisto & Saxenian CPA's, LLP December 2012 - Present
Nazelrod & Associates May 2010 - June 2012
IMRE May 2007 - May 2010
Inside Lacrosse March 2005 - April 2007
PPM America, Inc. April 2003 - September 2004
EY October 2001 - April 2003
Skills
Microsoft Excel, GAAP, Financial Reporting, Accounting, Auditing, US GAAP, Tax, Strategic Planning, General Ledger
Education
The College of William and Mary - The Mason School of Business 2000 — 2001
Master of Science (MS), Accounting
Lehigh University 1996 — 2000
Bachelor of Science (BS), Accounting
Cameron Schulze Cameron Schulze's PPM America, Inc. Experience August 2014 - Present
Job Credit Analyst at PPM America, Inc.
Industry Financial Services
Experience
PPM America, Inc. August 2014 - Present
PPM America, Inc. May 2013 - August 2013
PPM America, Inc. May 2012 - August 2012
Skills
Financial Analysis, Financial Services, Financial Accounting, Corporate Finance, Financial Modeling, Valuation, Microsoft Excel, Bloomberg, Fixed Income, PowerPoint, Portfolio Management, Capital Markets, Credit, Data Analysis
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Orchard Lake St.Mary's Preparatory 2006 — 2010
PPM America, Inc. August 2014 - Present
PPM America, Inc. May 2013 - August 2013
PPM America, Inc. May 2012 - August 2012
Skills
Financial Analysis, Financial Services, Financial Accounting, Corporate Finance, Financial Modeling, Valuation, Microsoft Excel, Bloomberg, Fixed Income, PowerPoint, Portfolio Management, Capital Markets, Credit, Data Analysis
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Orchard Lake St.Mary's Preparatory 2006 — 2010
Brad Panganiban's PPM America, Inc. Experience November 2002 - Present
Job
Industry Investment Management
Experience
PPM America, Inc. November 2002 - Present
Skills
CDO, Relative Value, Portfolios, Fixed Income, Fixed Income Research, Performance Attribution, Investments, Bloomberg, Portfolio Management, Asset Management, Bonds, Fixed Income Analysis, Finance, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Alternative Investments, Trading, Fixed Income Strategies
Education
Loyola University of Chicago 1997 — 2000
BBA
University of California, Riverside 1995 — 1997
PPM America, Inc. November 2002 - Present
Skills
CDO, Relative Value, Portfolios, Fixed Income, Fixed Income Research, Performance Attribution, Investments, Bloomberg, Portfolio Management, Asset Management, Bonds, Fixed Income Analysis, Finance, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Alternative Investments, Trading, Fixed Income Strategies
Education
Loyola University of Chicago 1997 — 2000
BBA
University of California, Riverside 1995 — 1997
Kelley Miao's PPM America, Inc. Experience November 2006 - April 2009
Job Accounting Associate at PPM America
Industry Accounting
Experience
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
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
Susan Brewster's PPM America, Inc. Experience August 1997 - Present
Job Managing Director at PPM America, Inc.
Industry Financial Services
Experience
PPM America, Inc. August 1997 - Present
ABN Amro 1995 - 1997
Ernst & Young 1994 - 1995
Skills
Fixed Income, Financial Analysis, Capital Markets, Portfolio Management, Management, Financial Modeling, Valuation, Investments, Equities, Corporate Finance, Bloomberg, Asset Management, Hedge Funds, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Masters in Management, Finance
Miami University 1990 — 1994
BS, Accounting and Finance
PPM America, Inc. August 1997 - Present
ABN Amro 1995 - 1997
Ernst & Young 1994 - 1995
Skills
Fixed Income, Financial Analysis, Capital Markets, Portfolio Management, Management, Financial Modeling, Valuation, Investments, Equities, Corporate Finance, Bloomberg, Asset Management, Hedge Funds, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Masters in Management, Finance
Miami University 1990 — 1994
BS, Accounting and Finance
Josh Settle, CFA's PPM America, Inc. Experience October 2013 - Present
Job Head of IG Credit Trading at PPM America, Inc.
Industry Investment Management
Experience
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
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
Brion Johnson's PPM America, Inc. Experience March 2001 - Present
Job Executive Vice President at PPM America, Inc.
Industry Investment Management
Experience
PPM America, Inc. March 2001 - Present
Jackson National Life March 1998 - March 2001
Education
The University of Chicago Booth School of Business 1983 — 1985
University of Michigan 1979 — 1983
BA, Economics
PPM America, Inc. March 2001 - Present
Jackson National Life March 1998 - March 2001
Education
The University of Chicago Booth School of Business 1983 — 1985
University of Michigan 1979 — 1983
BA, Economics
Craig Waslin's PPM America, Inc. Experience 2001 - 2007
Job Partner at Adams Street Partners
Industry Venture Capital & Private Equity
Experience
Adams Street Partners 2007 - Present
PPM America, Inc. 2001 - 2007
Frye-Louis Capital Advisors 1998 - 2001
Heller Financial 1997 - 1998
Arthur Andersen 1993 - 1997
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Economics, Finance
University of Wisconsin-Madison 1989 — 1993
BBA, Finance, Accounting
University of Wisconsin-Madison - School of Business 1989 — 1993
BBA, finance, accounting
Adams Street Partners 2007 - Present
PPM America, Inc. 2001 - 2007
Frye-Louis Capital Advisors 1998 - 2001
Heller Financial 1997 - 1998
Arthur Andersen 1993 - 1997
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Economics, Finance
University of Wisconsin-Madison 1989 — 1993
BBA, Finance, Accounting
University of Wisconsin-Madison - School of Business 1989 — 1993
BBA, finance, accounting
Pat Lanigan's PPM America, Inc. Experience 1998 - 2007
Job Partner at Twin Bridge Capital Partners
Industry Financial Services
Experience
Twin Bridge Capital Partners April 2007 - Present
PPM America, Inc. 1998 - 2007
PPM America Capital Partners, LLC 1998 - 2007
Owens Corning 1996 - 1998
General Bining Corp 1993 - 1996
BP Amoco Oil Company 1991 - 1993
Skills
Asset Management, Valuation, Investments, Due Diligence, Capital Markets
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Economics
University of Notre Dame 1987 — 1991
B.S., Mechanical Engineering
Revere High School
Twin Bridge Capital Partners April 2007 - Present
PPM America, Inc. 1998 - 2007
PPM America Capital Partners, LLC 1998 - 2007
Owens Corning 1996 - 1998
General Bining Corp 1993 - 1996
BP Amoco Oil Company 1991 - 1993
Skills
Asset Management, Valuation, Investments, Due Diligence, Capital Markets
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Economics
University of Notre Dame 1987 — 1991
B.S., Mechanical Engineering
Revere High School
John Brignola's PPM America, Inc. Experience 1997 - 2001
Job Managing Partner/FounderLBC Credit Partners
Industry Investment Management
Experience
LBC Credit Partners April 2005 - Present
Citadel LLC 2001 - 2005
PPM America, Inc. 1997 - 2001
Skills
Private Equity, Mergers & Acquisitions, Corporate Finance, Hedge Funds, LBO, Capital Markets, Structured Finance, Executive Management, Financial Analysis, Debt Restructuring, Special Situations, Investments, Portfolio Management, Mezzanine, Restructuring, Funding, Valuation, Due Diligence, Loan Origination, Finance, Asset Based Lending, Loans, Leveraged Finance, Investment Management, Corporate Development, Start-ups, Credit, Financial Modeling, Asset Management, Leadership, Strategy, Venture Capital, Financial Structuring, Growth Capital, Buyouts, Private Placements
Education
Drexel University - LeBow College of Business 1985 — 1987
Masters of Science, Finance
LBC Credit Partners April 2005 - Present
Citadel LLC 2001 - 2005
PPM America, Inc. 1997 - 2001
Skills
Private Equity, Mergers & Acquisitions, Corporate Finance, Hedge Funds, LBO, Capital Markets, Structured Finance, Executive Management, Financial Analysis, Debt Restructuring, Special Situations, Investments, Portfolio Management, Mezzanine, Restructuring, Funding, Valuation, Due Diligence, Loan Origination, Finance, Asset Based Lending, Loans, Leveraged Finance, Investment Management, Corporate Development, Start-ups, Credit, Financial Modeling, Asset Management, Leadership, Strategy, Venture Capital, Financial Structuring, Growth Capital, Buyouts, Private Placements
Education
Drexel University - LeBow College of Business 1985 — 1987
Masters of Science, Finance
Eric McGowan, CFA's PPM America, Inc. Experience March 2010 - Present
Job Performance & Attribution Analyst at PPM America, Inc.
Industry Investment Management
Experience
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
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
francis kestler's PPM America, Inc. Experience 1999 - 2006
Job President/CEO at BlueJacket Distributors LLC
Industry Financial Services
Experience
BlueJacket Distributors LLC November 2014 - Present
BlueJacket Financial February 2013 - Present
BMO Capital Markets March 2007 - January 2013
RBC Capital Markets 2006 - 2007
PPM America, Inc. 1999 - 2006
ABN AMRO Bank N.V. 1995 - 1999
Skills
Lines Of Credit, Derivatives, Factoring, Capital Markets, Fixed Income, Portfolio Management, Bonds, Asset Managment, Commercial Mortgages, Securities, Loans, Finance, Investments, Bloomberg, Series 7, Asset Management, Credit, Small Business Lending, Commercial Lending, Funding, Asset Based Lending, Credit Analysis, Financial Structuring, Structured Finance, Credit Risk, Trading, Risk Management, Treasury Management, Securitization, Equities, Financial Services, Wealth Management, Financial Risk, Mutual Funds, Banking, Hedge Funds, Financial Modeling, Corporate Finance, Strategic Financial..., Alternative Investments, Series 63, ABS, Investment Strategies, Financial Analysis, Mortgage Lending, Valuation, Due Diligence, Commercial Banking, Private Equity, Investment Banking
Education
St. Bonaventure University 1988 — 1993
Bachelor of Business Administration (BBA), Accounting
west bloomfield 1984 — 1988
BlueJacket Distributors LLC November 2014 - Present
BlueJacket Financial February 2013 - Present
BMO Capital Markets March 2007 - January 2013
RBC Capital Markets 2006 - 2007
PPM America, Inc. 1999 - 2006
ABN AMRO Bank N.V. 1995 - 1999
Skills
Lines Of Credit, Derivatives, Factoring, Capital Markets, Fixed Income, Portfolio Management, Bonds, Asset Managment, Commercial Mortgages, Securities, Loans, Finance, Investments, Bloomberg, Series 7, Asset Management, Credit, Small Business Lending, Commercial Lending, Funding, Asset Based Lending, Credit Analysis, Financial Structuring, Structured Finance, Credit Risk, Trading, Risk Management, Treasury Management, Securitization, Equities, Financial Services, Wealth Management, Financial Risk, Mutual Funds, Banking, Hedge Funds, Financial Modeling, Corporate Finance, Strategic Financial..., Alternative Investments, Series 63, ABS, Investment Strategies, Financial Analysis, Mortgage Lending, Valuation, Due Diligence, Commercial Banking, Private Equity, Investment Banking
Education
St. Bonaventure University 1988 — 1993
Bachelor of Business Administration (BBA), Accounting
west bloomfield 1984 — 1988
Vien D Trinh's PPM America, Inc. Experience July 2014 - Present
Job Portfolio Analyst at PPM America, Inc.
Industry Financial Services
Experience
PPM America, Inc. July 2014 - Present
CVS Caremark Corporation January 2011 - July 2014
Bank of America August 2009 - December 2010
US Army December 2000 - April 2010
Vance Publishing April 2008 - August 2009
JPMorgan Chase May 2005 - March 2008
Skills
Derivatives, Analytics, Training, Data Analysis, SAS, Financial Modeling, Financial Analysis, Business Analysis, Process Improvement, Microsoft Excel, Strategic Planning, Microsoft Office, Analysis, Project Management, Management, Risk Management, Access
Education
University of Illinois at Chicago 2008 — 2009
MBA, Finance
University of Illinois at Urbana-Champaign 1999 — 2004
Bachelor's of Arts, Economics
PPM America, Inc. July 2014 - Present
CVS Caremark Corporation January 2011 - July 2014
Bank of America August 2009 - December 2010
US Army December 2000 - April 2010
Vance Publishing April 2008 - August 2009
JPMorgan Chase May 2005 - March 2008
Skills
Derivatives, Analytics, Training, Data Analysis, SAS, Financial Modeling, Financial Analysis, Business Analysis, Process Improvement, Microsoft Excel, Strategic Planning, Microsoft Office, Analysis, Project Management, Management, Risk Management, Access
Education
University of Illinois at Chicago 2008 — 2009
MBA, Finance
University of Illinois at Urbana-Champaign 1999 — 2004
Bachelor's of Arts, Economics
Matt Moster's PPM America, Inc. Experience December 2013 - Present
Job AVP Trader (Derivative Products Group) at PPM America, Inc.
Industry Capital Markets
Experience
PPM America, Inc. December 2013 - Present
Credit Suisse January 2010 - December 2012
Bank of America April 2005 - February 2009
Interest Rate Derivative Middle Office October 2001 - April 2005
Chicago Board of Trade January 1997 - January 2000
Member of Parliament January 1998 - January 1999
Education
Saint Louis University 1996 — 2000
B.S., Finance
St. Louis University
B.S, Business Finance; General Business Economic Courses
PPM America, Inc. December 2013 - Present
Credit Suisse January 2010 - December 2012
Bank of America April 2005 - February 2009
Interest Rate Derivative Middle Office October 2001 - April 2005
Chicago Board of Trade January 1997 - January 2000
Member of Parliament January 1998 - January 1999
Education
Saint Louis University 1996 — 2000
B.S., Finance
St. Louis University
B.S, Business Finance; General Business Economic Courses
Otto Miller's PPM America, Inc. Experience June 2013 - Present
Job Vice President Quantitative Analytics & Risk Managment at PPM America, Inc.
Industry Investment Management
Experience
PPM America, Inc. June 2013 - Present
Grosvenor Capital Management, L.P July 2008 - June 2013
IBM August 2006 - July 2008
Northern Trust September 1998 - July 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Strategic Planning, Financial Reporting, Portfolio Management, Risk Management, Investments, Equities, Investment Management
Education
The University of Chicago
Master's Degree, Master of Science in Analytics
Columbia University in the City of New York 2004 — 2006
Master's degree, Quantitative Methods (Applied Statistics)
University of Illinois at Urbana-Champaign
Bachelor's Degree, Finance
PPM America, Inc. June 2013 - Present
Grosvenor Capital Management, L.P July 2008 - June 2013
IBM August 2006 - July 2008
Northern Trust September 1998 - July 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Strategic Planning, Financial Reporting, Portfolio Management, Risk Management, Investments, Equities, Investment Management
Education
The University of Chicago
Master's Degree, Master of Science in Analytics
Columbia University in the City of New York 2004 — 2006
Master's degree, Quantitative Methods (Applied Statistics)
University of Illinois at Urbana-Champaign
Bachelor's Degree, Finance
Nicholas Vaccaro's PPM America, Inc. Experience August 2014 - Present
Job Software Developer at PPM America
Industry Financial Services
Experience
PPM America, Inc. August 2014 - Present
ABN AMRO Clearing Chicago LLC September 2011 - August 2014
Lighthouse Partners November 2009 - September 2011
Spot Trading LLC February 2009 - September 2009
Skills
C#, SQL Server, SQL, .NET, XML, Visual Studio, Windows, Programming, ASP.NET, C++, Microsoft SQL Server
Education
University of Illinois at Urbana-Champaign 2004 — 2008
B.S., Computer Engineering
PPM America, Inc. August 2014 - Present
ABN AMRO Clearing Chicago LLC September 2011 - August 2014
Lighthouse Partners November 2009 - September 2011
Spot Trading LLC February 2009 - September 2009
Skills
C#, SQL Server, SQL, .NET, XML, Visual Studio, Windows, Programming, ASP.NET, C++, Microsoft SQL Server
Education
University of Illinois at Urbana-Champaign 2004 — 2008
B.S., Computer Engineering
Brenden Dougherty's PPM America, Inc. Experience January 2013 - Present
Job Portfolio Analyst at PPM America, Inc.
Industry Banking
Experience
OneGlobe Citizen January 2015 - Present
PPM America, Inc. January 2013 - Present
Mesirow Financial January 2012 - January 2013
Mesirow Financial April 2011 - February 2012
UBS Global Asset Management March 2010 - February 2011
Skills
Bloomberg, Fixed Income, Derivatives, Equities, Portfolio Management, Securities, Investments, Series 7, Asset Managment, Hedge Funds, Trading, Capital Markets, Bonds, Mutual Funds, Options
Education
University of Illinois at Chicago 2006 — 2010
Bachelor of Science (B.S.), Finance
OneGlobe Citizen January 2015 - Present
PPM America, Inc. January 2013 - Present
Mesirow Financial January 2012 - January 2013
Mesirow Financial April 2011 - February 2012
UBS Global Asset Management March 2010 - February 2011
Skills
Bloomberg, Fixed Income, Derivatives, Equities, Portfolio Management, Securities, Investments, Series 7, Asset Managment, Hedge Funds, Trading, Capital Markets, Bonds, Mutual Funds, Options
Education
University of Illinois at Chicago 2006 — 2010
Bachelor of Science (B.S.), Finance
Lisa Stojak Lynch's PPM America, Inc. Experience September 2007 - May 2011
Job Vice President of Marketing & Communications at PPM America, Inc.
Industry Investment Management
Experience
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 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
David Wallner, CFA, FRM's PPM America, Inc. Experience March 2014 - Present
Job AVP Quantitiative Analysis and Risk Management at PPM America, Inc.
Industry Investment Management
Experience
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
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
Leanna Bucio's PPM America, Inc. Experience May 2013 - Present
Job at
Industry Financial Services
Experience
PPM America, Inc. May 2013 - Present
Mesirow Financial October 2011 - May 2013
Hutchinson, Shockey, Erley & Co June 2007 - October 2011
FinanSure 2006 - 2007
Mark Shale 2001 - 2006
Skills
Series 7, Customer Service, Series 63, DTC, Securities, Trading, Bonds, Financial Services, FINRA, Microsoft Excel, Bloomberg, Derivatives, Software Documentation, Equities, Portfolio Management, Sales, Back Office, Fixed Income, Risk Management, Cash Management, Options, Settlement, Capital Markets
Education
Eastern Illinois University 1997 — 2001
Bachelor of Science, Family and Consumer Sciences
PPM America, Inc. May 2013 - Present
Mesirow Financial October 2011 - May 2013
Hutchinson, Shockey, Erley & Co June 2007 - October 2011
FinanSure 2006 - 2007
Mark Shale 2001 - 2006
Skills
Series 7, Customer Service, Series 63, DTC, Securities, Trading, Bonds, Financial Services, FINRA, Microsoft Excel, Bloomberg, Derivatives, Software Documentation, Equities, Portfolio Management, Sales, Back Office, Fixed Income, Risk Management, Cash Management, Options, Settlement, Capital Markets
Education
Eastern Illinois University 1997 — 2001
Bachelor of Science, Family and Consumer Sciences
Rachel Ternik's PPM America, Inc. Experience March 2015 - Present
Job at
Industry Financial Services
Experience
PPM America, Inc. March 2015 - Present
PPM America, Inc. March 2013 - March 2015
Ernst & Young September 2011 - March 2013
Tigers Credit Union 2008 - 2011
Boeing May 2010 - September 2010
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science (B.S.), Finance and Economics
PPM America, Inc. March 2015 - Present
PPM America, Inc. March 2013 - March 2015
Ernst & Young September 2011 - March 2013
Tigers Credit Union 2008 - 2011
Boeing May 2010 - September 2010
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science (B.S.), Finance and Economics
Timothy Fotsch, CFA's PPM America, Inc. Experience January 2013 - Present
Job Assistant Vice President / CMBS at PPM America
Industry Investment Management
Experience
PPM America, Inc. January 2013 - Present
Wells Capital Management June 2007 - November 2012
Skills
Asset Management, Bloomberg, Bloomberg Terminal, CMBS, Financial Analysis, Financial Modeling, Fixed Income, Fixed Income Analysis, Valuation
Education
Marquette University
PPM America, Inc. January 2013 - Present
Wells Capital Management June 2007 - November 2012
Skills
Asset Management, Bloomberg, Bloomberg Terminal, CMBS, Financial Analysis, Financial Modeling, Fixed Income, Fixed Income Analysis, Valuation
Education
Marquette University
James Skrine's PPM America, Inc. Experience February 2005 - June 2013
Job Experienced Investment Accounting & Reporting Professional
Industry Investment Management
Experience
Kingfish Consultants Ltd 2014 - 2015
Kingfish Consultants Ltd 2014 - 2015
PPM America, Inc. February 2005 - June 2013
Jackson National Life December 2000 - January 2005
Skills
Financial Modeling, Asset Management, Fixed Income, Due Diligence, Investments, Bloomberg, Alternative Investments, Valuation, Equities, Portfolio Management, Corporate Finance, Private Equity, Mutual Funds, Derivatives, Financial Reporting, Financial Analysis, Financial Services, Capital Markets, Hedge Funds, Cash Management, Structured Finance, Accounting, Investment Management, Management, Finance, Securities, Bonds
Education
North Central College
Bachelor of Arts, Accounting
Kingfish Consultants Ltd 2014 - 2015
Kingfish Consultants Ltd 2014 - 2015
PPM America, Inc. February 2005 - June 2013
Jackson National Life December 2000 - January 2005
Skills
Financial Modeling, Asset Management, Fixed Income, Due Diligence, Investments, Bloomberg, Alternative Investments, Valuation, Equities, Portfolio Management, Corporate Finance, Private Equity, Mutual Funds, Derivatives, Financial Reporting, Financial Analysis, Financial Services, Capital Markets, Hedge Funds, Cash Management, Structured Finance, Accounting, Investment Management, Management, Finance, Securities, Bonds
Education
North Central College
Bachelor of Arts, Accounting
Laura (Adelman) Agran's PPM America, Inc. Experience July 2005 - Present
Job Vice President, Credit Analysis at PPM America, Inc.
Industry Investment Management
Experience
PPM America, Inc. July 2005 - Present
PPM America, Inc. June 2002 - July 2005
Arthur Andersen June 2000 - May 2002
Education
Kellogg School of Management 2004 — 2006
Master of Business Administration (M.B.A.), Finance
University of Wisconsin-Madison 1999 — 2000
Master's degree, Accountancy
University of Wisconsin-Madison 1995 — 1999
Bachelor of Business Administration (BBA), Accountancy
PPM America, Inc. July 2005 - Present
PPM America, Inc. June 2002 - July 2005
Arthur Andersen June 2000 - May 2002
Education
Kellogg School of Management 2004 — 2006
Master of Business Administration (M.B.A.), Finance
University of Wisconsin-Madison 1999 — 2000
Master's degree, Accountancy
University of Wisconsin-Madison 1995 — 1999
Bachelor of Business Administration (BBA), Accountancy
David Gast's PPM America, Inc. Experience 1996 - 2002
Job HR Executive and Consultant, Currently Retired
Industry
Experience
Carleton Partners 2002 - 2012
PPM America, Inc. 1996 - 2002
Zenith Data Systems 1991 - 1996
Mercer 1988 - 1991
Ecolab Inc. 1986 - 1988
Household International 1974 - 1986
Skills
Leadership, Management, Human Resources, Employee Benefits, Compensation & Benefits, Consulting, Talent Management, Recruiting, Employee Relations, Executive Pay, HRIS, Training, Employee Engagement, Organizational..., Personnel Management, Strategy
Education
Loyola University Chicago 1974 — 1977
Master of Science in Industrial Relations (M.S.I.R.)
University of Chicago Law School 1968 — 1971
Doctor of Law (J.D.)
Carleton College 1964 — 1968
Bachelor of Arts (B.A.), Government and International Relations
Carleton Partners 2002 - 2012
PPM America, Inc. 1996 - 2002
Zenith Data Systems 1991 - 1996
Mercer 1988 - 1991
Ecolab Inc. 1986 - 1988
Household International 1974 - 1986
Skills
Leadership, Management, Human Resources, Employee Benefits, Compensation & Benefits, Consulting, Talent Management, Recruiting, Employee Relations, Executive Pay, HRIS, Training, Employee Engagement, Organizational..., Personnel Management, Strategy
Education
Loyola University Chicago 1974 — 1977
Master of Science in Industrial Relations (M.S.I.R.)
University of Chicago Law School 1968 — 1971
Doctor of Law (J.D.)
Carleton College 1964 — 1968
Bachelor of Arts (B.A.), Government and International Relations
Hyla Holmes Callo's PPM America, Inc. Experience February 2003 - October 2009
Job Corporate Administrative Assistant at ICAR
Industry
Experience
I-CAR April 2013 - Present
I-CAR April 2013 - Present
Erikson Institute March 2010 - November 2012
PPM America, Inc. February 2003 - October 2009
Education
DePaul University
Bachelor's Degree, History
I-CAR April 2013 - Present
I-CAR April 2013 - Present
Erikson Institute March 2010 - November 2012
PPM America, Inc. February 2003 - October 2009
Education
DePaul University
Bachelor's Degree, History
Joseph Portera's PPM America, Inc. Experience 2006 - 2009
Job VP, Branch Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase September 2009 - Present
PPM America, Inc. 2006 - 2009
J.P. Morgan 2005 - 2006
JPMorgan Chase & Co. 2002 - 2005
Morgan Stanley June 2001 - September 2001
Skills
Customer Service, Research, Teaching, Public Speaking, Strategic Planning, Budgets, Management, Leadership, Leadership Development, Operations Management, Sales Management, Sales Operations, Performance Management, Team Leadership, Team Building, Team Management, District Management, District Sales..., Financial Audits, Banking, Investment Banking, Retail Banking, Customer Satisfaction, Customer Relations, Strategic Leadership
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
Master of Business Administration (MBA), Finance, General
Western Michigan University 1998 — 2001
Bachelor's degree, Accounting and Finance
JPMorgan Chase September 2009 - Present
PPM America, Inc. 2006 - 2009
J.P. Morgan 2005 - 2006
JPMorgan Chase & Co. 2002 - 2005
Morgan Stanley June 2001 - September 2001
Skills
Customer Service, Research, Teaching, Public Speaking, Strategic Planning, Budgets, Management, Leadership, Leadership Development, Operations Management, Sales Management, Sales Operations, Performance Management, Team Leadership, Team Building, Team Management, District Management, District Sales..., Financial Audits, Banking, Investment Banking, Retail Banking, Customer Satisfaction, Customer Relations, Strategic Leadership
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
Master of Business Administration (MBA), Finance, General
Western Michigan University 1998 — 2001
Bachelor's degree, Accounting and Finance