PTAM (PT Asset Management, LLC)
Industry: Company
DescriptionFounded: 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.
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PTAM (PT Asset Management, LLC) Employees
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)
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
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
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
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
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
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
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
PTAM (PT Asset Management, LLC) January 2015 - Present
PTAM (PT Asset Management, LLC) September 2013 - December 2014
PTAM (PT Asset Management, LLC) July 2010 - September 2013
Performance Trust Capital Partners January 2009 - December 2010
Performance Trust Capital Partners October 2006 - December 2008
Man Investments February 2003 - October 2006
Glenwood Capital, Inc. February 2001 - February 2003
Mercer Investment Consulting 1999 - 2001
Skills
Asset Managment, Strategic Planning, Capital Structure, Project Management, Hedge Funds, Alternative Investments, Investments, Private Equity, Fixed Income, Capital Markets, Portfolio Management, Financial Modeling, Series 7, Equities, Valuation, Mutual Funds, Due Diligence, Financial Analysis, Securities, Bloomberg, LBO, Entrepreneurship, Investment Management, Mergers & Acquisitions, Investment Banking
Education
Northwestern University - Kellogg School of Management 2004 — 2007
M.B.A., Analytical Finance & Entrepreneurship
University of Colorado Boulder 1995 — 1999
B.S., Finance & Information Systems
Eisenhower
PTAM (PT Asset Management, LLC) 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
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
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
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
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
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
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