PTAM (PT Asset Management, LLC)

Industry: Company

Description

Founded: 2008 Parent organization: PT Financial LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportPT Asset Management, LLC (PTAM)WebsiteDirections Saved (0) Saved Save Investment service in Chicago, Illinois Address: 500 W Madison St #470, Chicago, IL 60661 Hours: Open ⋅ Closes 5PM Wednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (866) 792-9606: : : : : Website: : Category: Place name: Website: http://ptam.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of PT Asset Management, LLC (PTAM) Posting publicly on the Web Write a review Reviews Be the first to review

PTAM (PT Asset Management, LLC) List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PTAM (PT Asset Management, LLC). You can filter them based on skills, years of employment, job, education, department, and prior employment.

PTAM (PT Asset Management, LLC) Salaries. You can even request information on how much does PTAM (PT Asset Management, LLC) pay if you want to. Learn about salaries, pros and cons of working for PTAM (PT Asset Management, LLC) 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!

21 PTAM (PT Asset Management, LLC) employees in database. Find out everything there's to know about PTAM (PT Asset Management, LLC) 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.

PTAM (PT Asset Management, LLC) Employees

Employee
Years
Job
Industry
Dustin VanKoevering Dustin VanKoevering Greater Chicago Area Details
Dustin VanKoevering's PTAM (PT Asset Management, LLC) Experience July 2010 - August 2011
Job Risk Analyst at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group  June 2014 - Present
BMO Capital Markets  September 2011 - June 2014
PTAM (PT Asset Management, LLC)   July 2010 - August 2011
Northern Trust  August 2008 - July 2010
Professional Analysts, LLC   May 2007 - September 2007

Skills
Series 7, Series 66, Securities, Fixed Income, Bloomberg, Capital Markets, Financial Reporting, Investments, Financial Analysis, Financial Risk, Microsoft Excel, Middle Office, Databases, Microsoft Word

Education
Central Michigan University   2003 — 2007
Bachelor's of Science in Business Administration, Finance & Marketing (Dbl Maj)

Steven Glick Steven Glick Chicago, Illinois Details
Steven Glick's PTAM (PT Asset Management, LLC) Experience May 2015 - August 2015
Job Summer Analyst at PTAM
Industry Investment Management
Experience
The Claremont Independent   October 2014 - Present
Pomona College  September 2015 - Present
Pomona College Writing Center  August 2014 - Present
Steven's Balloons   October 2008 - Present
Apliiq  January 2015 - Present
PTAM (PT Asset Management, LLC)   May 2015 - August 2015
PTAM (PT Asset Management, LLC)   May 2014 - August 2014
University of Chicago Law School  June 2013 - August 2013

Skills
Financial Modeling, Balloon Artist, Microsoft Office, Event Planning, Qualitative Research, Hedge Funds, Writing, Public Speaking, Spanish, Fundraising, Data Analysis, Editing, Alternative Investments, Regression Analysis, Litigation, Branding, Marketing, Sales, R, LaTeX, Social Media

Education
Pomona College   2013 — 2017
Economics, Mathematics, and Spanish, Overall GPA: 3.75/4.0; Major GPA: 3.87/4.0

University of Chicago Laboratory School   2009 — 2013
High School

Devin Carter Devin Carter Chicago, Illinois Details
Devin Carter's PTAM (PT Asset Management, LLC) Experience July 2014 - Present
Job Associate at PTAM (PT Asset Management, LLC)
Industry Investment Management
Experience
PTAM (PT Asset Management, LLC)   July 2014 - Present
Naperville Township Clerk's Office   November 2013 - June 2014
PTAM (PT Asset Management, LLC)   May 2013 - June 2014
Nautic Technical Solutions   2009 - June 2014

Skills
Investments, Hedge Funds, Mutual Funds, Financial Analysis, Market Research, Market Analysis, Customer Service, Fixed Income, Business Development, Maritime, Sales, Management, Alternative Investments, Derivatives, Bloomberg, Economics, Investor Relations, Fixed Income Analysis, Mortgage Back Securities, Asset Management, Capital Markets

Education
North Central College   2010 — 2014
Bachelor's Degree, Finance & Economics

JCA

Jason Appleson, CFA, FRM Jason Appleson, CFA, FRM Greater Chicago Area Details
Jason Appleson, CFA, FRM's PTAM (PT Asset Management, LLC) Experience July 2013 - Present
Job Senior Analyst at PTAM
Industry Investment Management
Experience
PTAM (PT Asset Management, LLC)   July 2013 - Present
Federal Reserve Bank of New York  February 2012 - June 2013
AllianceBernstein  July 2010 - February 2012
AllianceBernstein  June 2008 - June 2010
FXCM  2007 - 2007

Education
The University of Chicago - Booth School of Business   2013 — 2016
Master of Business Administration (MBA)

Touro College   2006 — 2008
B.S., Finance

Joni Wheat Joni Wheat Greater Chicago Area Details
Joni Wheat's PTAM (PT Asset Management, LLC) Experience October 2010 - Present
Job Experienced Executive Assistant
Industry Financial Services
Experience
PTAM (PT Asset Management, LLC)   October 2010 - Present
SYMPHONYIRI Chicago, Illinois   February 2010 - October 2010
Blue Moon Lofts Homeowners Association   January 2001 - August 2010
Preferred Development   April 2007 - December 2009
BRIJUS PROPERTIES   February 2004 - April 2007
Ogilvy & Mather  January 2000 - January 2004
Rexam Beverage Can  January 1999 - January 2000

Skills
Event Planning, Fundraising, Event Management, Social Networking, Marketing Strategy, Leadership, PowerPoint, Budgets, Social Media, Non-profits, Advertising, Email Marketing, Team Building, Marketing, Public Speaking, Management, Microsoft Office, Sales, Project Management, Strategy, Recruiting, Entrepreneurship, Small Business, Human Resources

Education
Landmark Education   2000 — 2001
Landmark Introduction Leader

Indiana University-Northwest

Kristal Remstad Kristal Remstad Greater Chicago Area Details
Kristal Remstad's PTAM (PT Asset Management, LLC) Experience March 2015 - Present
Job Director, Retail Marketing at PTAM (PT Asset Management, LLC)
Industry Financial Services
Experience
PTAM (PT Asset Management, LLC)   March 2015 - Present
Nuveen Investments  July 2013 - March 2015
Nuveen Investments  November 2011 - July 2013
Russell Investments  May 2010 - November 2011
Morningstar  November 2006 - July 2009
Merrill Lynch  January 2006 - May 2006
University of Michigan-Michigan State Longitudinal Study   August 2005 - January 2006

Skills
Lead Generation, Marketing, Marketing Strategy, Business Development, Product Management, Advertising, Sales Process, Mutual Funds, Series 7, Marketing Communications, CRM, Online Marketing

Education
Michigan State University   2002 — 2006
Bachelor of Science, Psychology

Ryan Kent Ryan Kent Greater Chicago Area Details
Ryan Kent's PTAM (PT Asset Management, LLC) Experience June 2014 - August 2014
Job Junior Advisor at BKD Wealth Advisors
Industry Investment Management
Experience
BKD Wealth Advisors  August 2015 - Present
North Central College  March 2014 - Present
PTAM (PT Asset Management, LLC)   June 2014 - August 2014
Wheaton Property Partners   June 2013 - August 2013

Skills
Economics, Financial Modeling, Statistics, Financial Analysis, MBS, Hedge Funds, Microsoft Excel, Valuation, Fixed Income, Municipal Bonds, Bloomberg, Public Speaking, VBA, Customer Service, Teamwork, Microsoft Office, Microsoft Word, Social Media, Research

Education
North Central College   2011 — 2015
Double Major: Finance & Management, Finance and Management

Jake Berger Jake Berger Greater Chicago Area Details
Jake Berger's PTAM (PT Asset Management, LLC) Experience July 2015 - Present
Job Product Controller at PTAM (PT Asset Management, LLC)
Industry Financial Services
Experience
PTAM (PT Asset Management, LLC)   July 2015 - Present
Northern Trust  April 2013 - July 2015
PricewaterhouseCoopers  July 2012 - April 2013
PwC  September 2009 - June 2012
Dixon Hughes PLLC  May 2007 - August 2007

Skills
US GAAP, Financial Reporting, Internal Controls, Accounting, Auditing, CPA, GAAP, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, Assurance, IFRS, Microsoft Excel, External Audit, Financial Statements, Microsoft Office, Financial Modeling, Big 4, Sarbanes-Oxley

Education
University of Notre Dame - Mendoza College of Business   2008 — 2009
MSA, Accounting

University of South Carolina - Darla Moore School of Business   2004 — 2008
BSBA, Accounting, International Business

Saint Ignatius College Prep   2000 — 2004

Shane Hoover, CFA Shane Hoover, CFA Greater Chicago Area Details
Shane Hoover, CFA's PTAM (PT Asset Management, LLC) Experience January 2015 - Present
Job Portfolio Manager at PTAM (PT Asset Management, LLC)
Industry Investment Management
Experience
PTAM (PT Asset Management, LLC)   January 2015 - Present
PTAM (PT Asset Management, LLC)   September 2013 - December 2014
PTAM (PT Asset Management, LLC)   July 2010 - September 2013
Performance Trust Capital Partners  January 2009 - December 2010
Performance Trust Capital Partners  October 2006 - December 2008
Man Investments  February 2003 - October 2006
Glenwood Capital, Inc.   February 2001 - February 2003
Mercer Investment Consulting  1999 - 2001

Skills
Asset Managment, Strategic Planning, Capital Structure, Project Management, Hedge Funds, Alternative Investments, Investments, Private Equity, Fixed Income, Capital Markets, Portfolio Management, Financial Modeling, Series 7, Equities, Valuation, Mutual Funds, Due Diligence, Financial Analysis, Securities, Bloomberg, LBO, Entrepreneurship, Investment Management, Mergers & Acquisitions, Investment Banking

Education
Northwestern University - Kellogg School of Management   2004 — 2007
M.B.A., Analytical Finance & Entrepreneurship

University of Colorado Boulder   1995 — 1999
B.S., Finance & Information Systems

Eisenhower

Craig Feldman Craig Feldman Greater Chicago Area Details
Craig Feldman's PTAM (PT Asset Management, LLC) Experience March 2015 - Present
Job Director Regional Sales at Performance Trust Asset Management
Industry Financial Services
Experience
PTAM (PT Asset Management, LLC)   March 2015 - Present
PowerShares  December 2013 - March 2015
Invesco Ltd.  October 2010 - November 2013
UBS  July 2008 - June 2010
JPMorgan Chase  May 2007 - July 2008
Robert Half Technology  September 2006 - February 2007
CDW Corporation  September 2004 - September 2006
UBS Financial Services Inc  June 2003 - August 2003

Skills
Series 7, Series 63, Investments, Asset Managment, Cold Calling, Strategic Financial..., Financial Services, Portfolio Management, Insurance, Sales, Financial Advisory, Securities, Equities, Wealth Management, New Business Development, Financial Analysis, Relationship Management, Retirement Planning, Asset Allocation, Territory Management, Separately Managed..., Risk Management, Unit Investment Trusts, ETFs, Personal Financial..., Mutual Funds

Education
Indiana University - Kelley School of Business   2000 — 2004
Bachelor of Science, Business; Marketing

Indiana University Bloomington   2000 — 2004
bachelors, business

Cooper City High School   1998 — 2000

Han Tunca Han Tunca Greater Chicago Area Details
Han Tunca's PTAM (PT Asset Management, LLC) Experience March 2013 - Present
Job Senior Software Engineer at PT Asset Management
Industry Financial Services
Experience
PTAM (PT Asset Management, LLC)   March 2013 - Present
PEAK6 Investments LP  October 2011 - March 2013
Hunter Capital Markets   July 2009 - October 2011
ClearFunds LLC   September 2007 - July 2009
Ritchie Capital Management  June 2002 - September 2007
Tradelink  December 1993 - June 2002
National Center for Supercomputing Applications  August 1991 - December 1993
Discover Card  May 1990 - August 1991
National Center for Supercomputing Applications  May 1989 - May 1990

Skills
SQL, Software Design, Unix, Software Development, Linux, Java

Education
University of Illinois at Urbana-Champaign   1986 — 1990
Bachelor of Arts, Math/Computer Science

Lincoln Park High School

Burbank

Ethan Youderian Ethan Youderian Greater Chicago Area Details
Ethan Youderian's PTAM (PT Asset Management, LLC) Experience May 2013 - Present
Job at
Industry Financial Services
Experience
PTAM (PT Asset Management, LLC)   May 2013 - Present
TLP  April 2009 - April 2013
Lucky Litter LLC   June 2005 - April 2009
Citadel Investment Group  July 1994 - January 2004

Education
The University of Chicago - Booth School of Business   1996 — 2001
MBA

University of Pennsylvania - The Wharton School   1990 — 1994
BS, Finance

Douglas Rothschild Douglas Rothschild Greater Chicago Area Details
Douglas Rothschild's PTAM (PT Asset Management, LLC) Experience 2011 - Present
Job President at Performance Trust Asset Management (PTAM)
Industry Financial Services
Experience
PTAM (PT Asset Management, LLC)   2011 - Present
Agecroft Partners, LLC   2008 - 2011
Ritchie Capital Management  March 2002 - October 2007
TANSTAAFL Research and Trading   2000 - 2002

Skills
Asset Management, Alternative Investments, Asset Managment, Business Development, Business Strategy, Derivatives, Equities, Fixed Income, Fundraising, Hedge Funds, Investments, Investor Relations, Leadership, Management, Marketing Strategy, Marketing, Team Building

Education
Arizona State University   1991 — 1993
Master, Education

Wheaton College   1983 — 1987
Bachelor of Arts, Communications, Biblical Studies

Fremont high school

Michael Isroff Michael Isroff Greater Chicago Area Details
Michael Isroff's PTAM (PT Asset Management, LLC) Experience March 2015 - Present
Job Real Estate Investments
Industry Real Estate
Experience
PTAM (PT Asset Management, LLC)   March 2015 - Present
Deloitte Consulting LLP  August 2014 - March 2015
Deloitte  January 2012 - July 2014
MSI Real Estate Consulting   January 2009 - December 2011
Transwestern Investment Company  July 2003 - December 2008
Deloitte & Touche  September 2001 - June 2003

Skills
Due Diligence, Valuation, Financial Analysis, Real Estate, Private Equity, Asset Managment, Acquisitions, Mergers, Restructuring, Real Estate Development, Mergers & Acquisitions, Loans, Disposition, Investments, Equity Capital Markets, Debt Capital Markets, Fund Structuring, Financial Modeling, Real Estate Economics, Management Consulting

Education
DePaul University College of Law   1998 — 2001
Juris Doctorate

The University of Kansas   1991 — 1996
Bachelor of Science / Business Administration, Business Administration

University School   1988 — 1991

Rachel Ford Rachel Ford Greater Chicago Area Details
Rachel Ford's PTAM (PT Asset Management, LLC) Experience October 2013 - Present
Job Marketing & Investor Relations at PTAM (PT Asset Management)
Industry Financial Services
Experience
PTAM (PT Asset Management, LLC)   October 2013 - Present
3 Twelve Capital LLC   August 2011 - April 2013
DeVry University  October 2010 - August 2011
Ballydoyle   June 2009 - October 2010
Northern Star Newspaper  August 2008 - May 2009
Nordstrom  May 2008 - August 2008

Education
Keller Graduate School of Management of DeVry University   2009 — 2011
Masters of Business Administration, Hospitatily

Northern Illinois University   2005 — 2009
Bachelors of Science, Marketing

Kimberley Gravenor Kimberley Gravenor New York, New York Details
Kimberley Gravenor's PTAM (PT Asset Management, LLC) Experience October 2011 - December 2012
Job Associate ManagerBrand Strategy at Nielsen
Industry Market Research
Experience
L'Oréal   June 2015 - Present
Nielsen  September 2014 - June 2015
Nielsen  November 2012 - September 2014
PTAM (PT Asset Management, LLC)   October 2011 - December 2012
PTAM (PT Asset Management, LLC)   February 2011 - October 2011

Skills
Financial Analysis, Financial Modeling, Writing, Macro Analysis, Editing, Market Analysis, Qualitative Research, Quantative Analysis, Financial Institutions

Education
University of Pennsylvania - The Wharton School   2006 — 2010
Bachelor of Science, Economics; Operations and Information Management

University of Pennsylvania   2006 — 2010
BA, English

Hutchison School   2001 — 2006

Similar Companies