RMB Capital
Industry: Company
DescriptionFounded: 2005 Subsidiaries: IronBridge Capital Management, L.P.,
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RMB Capital Employees
RMB Capital June 2015 - August 2015
Mesirow Financial June 2014 - August 2014
Centrum im. Adama Smitha June 2013 - July 2013
Shop & Save Market May 2011 - July 2012
Skills
PowerPoint, Facebook, Economics, Microsoft Office, Social Media, Microsoft Word, Polish, Microsoft Excel, Public Speaking, Time Management, Event Planning, Sports, Statistics, Municipal Bonds, Financial Accounting, Public Finance, Investment Banking, Salesforce.com, Portfolio Management, Bloomberg Software, Wealth Management, Morningstar, MoneyGuidePro, Customer Service, Teamwork, Leadership
Education
University of Chicago 2012 — 2015
Bachelor’s Degree
University of Miami 2011 — 2012
Bachelor’s Degree
Loyola Academy 2007 — 2011
High School
Old Republic International June 2015 - Present
Indiana University August 2011 - May 2015
RMB Capital June 2014 - August 2014
Bank of Ireland June 2013 - July 2013
Barrington Hills Country Club June 2012 - August 2012
Potbelly Sandwich Works June 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Investments, Public Speaking, Teamwork, Microsoft Word, Microsoft Office, Social Media, Tennis, Research, Spanish, Access, Equity Research, PowerPoint
Education
Indiana University Bloomington 2011 — 2015
University College Dublin 2013 — 2013
Finance, Entrepreneurship
RMB Capital March 2014 - Present
MAI Wealth Advisors, LLC 2008 - March 2014
Kaplan Financial August 2004 - January 2009
Fifth Third Bank March 2005 - May 2007
Skylight Financial 2003 - 2005
Szarka Financial Services 2001 - 2003
RAV Financial Services, LLC January 1999 - June 2001
McDonald Investments 1994 - 1998
Education
Cleveland State University - Cleveland-Marshall College of Law 2006 — 2009
JD, Law
The University of Akron 1994 — 1998
BS, Finance
RMB Capital June 2014 - Present
Mesirow Financial 2000 - 2013
Mesirow Financial 1996 - 2013
Mesirow Financial 1986 - 1996
Education
Northwestern University - Kellogg School of Management
Masters of Management, Marketing/Finance, Dean's List
Northern Illinois University
Bachelor of Science (B.S.), Marketing
RMB Capital January 2014 - Present
International Women's Forum January 2014 - Present
CFA Society Chicago 2015 - Present
Illinois Council on Economic Education 2013 - Present
CFA Institute 1998 - Present
Chicago Capital Management, LP 2012 - 2014
CFA Society Chicago 2009 - 2014
FBR & Co. 2006 - 2008
Bank of America 1997 - 2004
NASDAQ OMX 1990 - 1996
Skills
Hedge Funds, Interest Rate..., Structured Products, Credit Products, Negotiation, Connector, Credit, Capital Markets, Derivatives, Options, Investment Banking, Equities, Connectors, Trading, Valuation, Swaps, Bonds, Investments, Hedging, Investment Strategies, Mutual Funds, Financial Structuring, Fixed Income, Alternative Investments, Mergers, Portfolio Management, Economics, Emerging Markets, Due Diligence, Asset Management, Financial Markets, Mergers & Acquisitions, Finance, Private Equity, Financial Modeling, Securities, Asset Allocation, Risk Management, Financial Advisory, Investment Management, Investment Advisory, Series 7, Corporate Finance, Equity Valuation, Investor Relations, Financial Services, Funding, Compliance, Wealth Management, Venture Capital
Education
The George Washington University
Master of Science (M.S.), Finance
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Finance
Lawrence Academy at Groton
RMB Capital June 2014 - Present
Barclays Capital July 2009 - July 2011
Education
Duke University - Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Madison 2006 — 2009
Bachelor of Arts (B.A.), Economics
RMB Capital May 2014 - Present
Community Music School January 2012 - December 2013
Newk's Eatery April 2011 - October 2011
Tropical Smoothie Cafe May 2010 - August 2010
Skills
Teaching, Fiscally Responsible, Organization, Listening to customers, Conflict Resolution, Works well individually, Works well with a team, Microsoft Word, Microsoft Excel, Close Attention to..., Always Punctual, Multi Tasking, Economics, Analytical Skills, Music, Violin, Orchestral Music
Education
University of Alabama 2010 — 2013
Bachelor of Arts (BA), Economics, Music, 3.827 GPA
St. Paul's Episcopal School
Daley Mohan Groble P.C. August 2013 - Present
RMB Capital May 2013 - July 2013
Griffin McCarthy & Rice LLP March 2013 - May 2013
Staples 2011 - 2011
Perspectives Charter School June 2010 - August 2010
Catholic Charities of the Archdiocese of New Orleans September 2009 - December 2009
Brunswick Zone July 2008 - December 2008
Skills
Westlaw, Legal Writing, Legal Documents, Legal Research, Document Review, Legal Assistance, Microsoft Excel, SharePoint, Lexis, PowerPoint, Microsoft Word, Cloud Storage, Editing, Outlook, Microsoft Office, Non-profits, Document Drafting, Courts, Retail Sales
Education
Loyola University of Chicago 2012 — 2013
Certificate in Paralegal Studies
Tulane University - A.B. Freeman School of Business 2007 — 2012
Bachelor of Science in Management, Legal Studies
Hinsdale Central 2002 — 2007
High School Diploma, Engineering
RMB Capital December 2014 - Present
Lincoln Property Company September 2013 - November 2014
Cafferty Commercial Real Estate Services May 2010 - September 2013
Skills
Account Reconciliation, Analysis, QuickBooks, Invoicing, Financial Reporting, Variance Analysis, Accounts Payable, Management, Customer Service, Financial Analysis, Leases, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Real Estate, Sales, Time Management, Tenant
Education
University of Alabama 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Langley High School 2003 — 2007
RMB Capital February 2014 - Present
Fogelman College of Business, University of Memphis January 2013 - December 2013
DGSM & Co. March 2008 - April 2011
Education
CPA 2013 — 2013
Passed CPA four parts, Accounting, Auditing and Taxation
The Institute of Chartered Accountants of India 2005 — 2011
H.L. College of Commerce 2005 — 2008
Bachelor of Commerce (B.Com.), 3.9
The University of Memphis
MS in Accounting, Accounting and Business/Management, Taxation, Auditing, 4.00
RMB Capital January 2015 - Present
RMB Capital January 2014 - December 2014
RMB Capital March 2012 - December 2013
Ameriprise Financial Services, Inc. May 2011 - June 2011
Northern Trust Corporation June 2006 - June 2007
Education
Indiana University Bloomington
Bachelor's Degree, Public Finance with honors, 3.63 Cumulative GPA
Whitney M. Young
Whitney Young High School
RMB Capital January 2014 - Present
RMB Capital December 2012 - January 2014
MB Financial Bank November 2011 - November 2012
J.Crew January 2011 - November 2011
J.Crew September 2007 - December 2010
J.Crew January 2010 - May 2010
Education
Loyola University of Chicago 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Economics
Student Affairs Information Technology April 2014 - Present
Chicago Trading Company June 2015 - August 2015
RMB Capital June 2014 - August 2014
Kellogg Information Systems October 2012 - April 2014
James R. Shetlar Law Offices, PA June 2013 - September 2013
RGIS June 2012 - September 2012
Pretzelmaker/Pretzel Time June 2011 - September 2012
The Cookie Factory Bakery June 2009 - August 2010
Heartland Soccer Association August 2006 - May 2008
Skills
Leadership, PowerPoint, Public Speaking, Trading, Market Making, Research, Statistics, Critical Thinking, Financial Modeling, Financial Analysis, Data Analysis, Team Leadership, Teamwork, Microsoft Office, Economics, Computers, Programming, Windows, Stata, Adobe Creative Suite, Writing, Argumentation, Persuasive Speaker, Online Research, Microsoft Word, Microsoft Excel, Troubleshooting, Social Media, OS X
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Economics / Business Institutions / Financial Economics
Harvard University 2011 — 2011
N/A, A
Shawnee Mission East 2008 — 2012
International Baccalaureate Diploma Recipient, GPA: 4.87 (Weighted)
RMB Capital December 2014 - Present
Groupon September 2013 - July 2014
CB2 August 2012 - August 2013
Deloitte & Touche September 2010 - July 2012
Skills
Merchandising, Business Analysis, Business Planning, Forecasting, Financial Reporting, Arthur Allocation, Retail, Business Objects, Inventory Management, Accounting, Audit, Internal Controls, External Audit, Bloomberg Terminal, Microsoft Office, Budgets
Education
Southern Methodist University - Cox School of Business 2009 — 2010
Master of Science (MS), Accounting
Southern Methodist University - Cox School of Business 2005 — 2009
B.B.A., Accounting
Lake Forest High School
RMB Capital July 2013 - September 2015
Morgan Stanley Wealth Management December 2012 - July 2013
GCG Financial October 2011 - November 2012
Ilios Partners, LLC November 2005 - December 2010
Ferdinand Capital Inc February 2004 - December 2004
Skills
Wealth Preservation..., Permanent Life Insurance, Business Overhead..., Key Person Protection, College Funding..., Tax Free Income, Tax-advantaged..., Executive Benefit..., Employee Benefits Design, Keoghs, Roth IRA, Business Tax Planning, Personal Financial..., Domestic Partner..., Public Speaking, Social Networking, Visual Thinking, Entrepreneurship, Business Ideas, Collaborative Innovation, Strategic Prospecting, Inbound Lead Generation, Impact Investing, Behavioral Finance, Trading Psychology, Covered Calls, Options Strategies, Social Return on..., Licensed to Sell..., Registered..., Knowledge-hungry Learner, Streamlining Complex..., Small Business..., Term Life Insurance, Irrevocable Life..., Guaranteed Lifetime..., Building Strong..., Experienced Speaker, Positive Personality, Works well individually, Holistic Financial..., Finance, Investment Strategies, Wealth Accumulation..., Investments
Education
University of Illinois at Chicago 1998 — 2002
Bachelor of Science (BS), Economics
University of Wisconsin-Madison 1997 — 1998
Finance
RMB Capital January 2015 - Present
Opportunity International January 2015 - February 2015
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Research, Data Analysis, Social Media, Microsoft Word, PowerPoint, Statistics, Teaching, Customer Service, Leadership, Teamwork, Economics, Equities, Analysis, Financial Analysis
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (A.B.), Engineering modified with Economics
Hinsdale Central High School 2008 — 2012
RMB Capital August 2014 - Present
Active Data Solutions, LLC September 2013 - December 2013
Active Data Solutions, LLC July 2013 - August 2013
Castle Hill Inn - Relais & Chateaux June 2011 - August 2013
URI Memorial Student Union January 2012 - December 2012
Skills
Marketing, Accounts Receivable, QuickBooks, Salesforce.com, Customer Satisfaction, Managerial Finance, Personal Financial...
Education
University of Rhode Island 2010 — 2014
Bachelor's degree, Finance
Universitat Autònoma de Barcelona
RMB Capital January 2014 - Present
Petland July 2007 - December 2013
Grant Thornton International Ltd September 2011 - December 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Stonehill College 2009 — 2013
Bachelor of Science, International Business
The University of Queensland 2012 — 2012
Birkbeck University 2011 — 2011
Uber November 2014 - Present
RMB Capital June 2015 - August 2015
Friendswood Mediation and Conference Center LLC December 2011 - November 2014
RMB Capital June 2014 - August 2014
Kellogg School of Management October 2013 - June 2014
Kellogg School of Management October 2013 - December 2013
Friendswood High School Marching Band June 2012 - September 2012
Skills
Microsoft Office, Project Management, Project Planning, Computer Proficiency, Research
Education
Northwestern University 2012 — 2016
Bachelor of Arts (BA), Economics
Northwestern University 2012 — 2016
Minor, Legal Studies
Northwestern University 2012 — 2016
Minor, Music Composition
Northwestern University 2012 — 2016
Minor, Business Institutions
Volta Industries May 2015 - Present
RMB Capital June 2014 - August 2014
Secured Capital Japan May 2014 - June 2014
Skills
Microsoft Excel, DCF Valuation, Argus Modeling, Bloomberg Terminal, Commercial Real Estate..., Distressed Debt, Salesforce.com, Photoshop Elements
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance, Junior
The American School in Japan 2008 — 2012
RMB Capital May 2007 - Present
First Albany Capital January 2003 - April 2007
Conning Asset Management 1999 - 2002
Noddings Investment Group, Inc. 1995 - 1998
Skills
Private Wealth...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1988
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1978 — 1982
BBA, Finance and Management Science
RMB Capital January 2014 - Present
Ronin Capital November 2011 - May 2012
303 Capital Partners, LLC January 2011 - October 2011
Morgan Stanley Smith Barney February 2010 - December 2010
UBS Wealth Management May 2008 - September 2008
Education
The University of Chicago 2006 — 2010
Bachelor’s Degree
The London School of Economics and Political Science (LSE) 2009 — 2009
Finance, General
RMB Capital April 2015 - Present
Walgreens April 2014 - April 2015
Northern Trust Corporation May 2013 - April 2014
Northern Trust Corporation September 2009 - May 2013
Northern Trust Corporation September 2009 - September 2011
Starwood Hotels & Resorts Worldwide, Inc. 2006 - 2008
Skills
Portfolio Management, Financial Analysis, Management, Banking, Strategy, Data Analysis, Microsoft Excel, Asset Managment, Cash Flow, Organization, Multi Tasking, Highly detail oriented, Customer Satisfaction, Account Management
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelors, Finance
Community High School 2001 — 2005
RMB Capital August 2015 - Present
Elon University August 2012 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Ferrell Capital Management June 2013 - August 2013
RMB Capital Management July 2012 - August 2012
Skaneateles Country Club July 2007 - July 2012
Skills
Salesforce.com, Microsoft Excel, Bloomberg Terminal, Financial Modeling, SAS, Social Media, Junior Golf, PowerPoint, Economics, Spanish, Hedge Funds, Corporate Credit..., Study Abroad Programs, Access, MailChimp, Risk Management, Analysis, Research, Data Analysis, Accounting, Reporting & Analysis, Presentations, Credit Analysis
Education
Elon University 2011 — 2015
Bachelor of Science, Finance, 3.97
HBX Harvard Business School 2014 — 2014
Core Program: Credential of Readiness, Pass
Skaneateles High School 2007 — 2011
RMB Capital June 2015 - August 2015
Fox News Channel January 2015 - May 2015
Teach For America October 2014 - May 2015
Krass & Co. October 2014 - January 2015
Christopher & Dana Reeve Foundation September 2013 - February 2014
Stony Brook University July 2013 - August 2013
Good Shepherd Health System May 2012 - August 2012
Education
Princeton University 2013 — 2017
Bachelor’s Degree, Politics: International Relations and Political Economics, Class of 2017
Beijing Normal University 2014 — 2014
Princeton in Beijing (22nd Session), Chinese Language and Culture
RMB Capital July 2015 - Present
@properties February 2014 - July 2015
CareerBuilder.com March 2013 - August 2013
Enterprise Recovery Systems, Inc August 2012 - March 2013
YMCA of Metropolitan Chicago February 2011 - February 2012
Skills
Nonprofits, Volunteer Management, Community Outreach, Fundraising, Event Planning, Social Networking, Social Media Marketing, Social Media, Marketing Communications, Facebook, Marketing, Public Relations, Event Management, Microsoft Office, Sales, Customer Service, Leadership, Account Management
Education
Loyola University of Chicago 2006 — 2011
Bachelor of Business Administration (BBA), Marketing
City of Sugar Land June 2015 - Present
City of Sugar Land March 2015 - Present
Schlumberger August 2014 - January 2015
RMB Capital August 2013 - May 2014
Skills
Microsoft Excel, Microsoft Word, Customer Service, Time Management, PowerPoint, Logistics, Procurement, Research, Leadership
Education
Loyola University Chicago 2010 — 2014
Bachelor's degree, Economics
RMB Capital June 2015 - Present
Northwestern University February 2015 - Present
Northwestern University Investment Management Group January 2015 - Present
Self-Employed August 2010 - September 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Data Analysis, Statistics, Analysis
Education
Northwestern University 2012 — 2017
Bachelor’s Degree, Economics, Mathematics, and Statistics
Maine Township High School East 2008 — 2012
High School
Sentinus LLC February 2015 - Present
Fortune Financial Group, Inc. July 2011 - February 2015
Lenox Advisors July 2009 - August 2011
RMB Capital July 2007 - July 2009
Skills
Certified Financial..., Strategic Financial..., Financial Planners, Personal Financial..., SMSF, Superannuation, Wealth, Finance, Wealth Management..., Small Business, Tax, Wealth Accumulation, Pensions, Financial Advisory, Investments, Income Protection, Estate Planning, Retirement Planning, Financial Planning, Mutual Funds
Education
Indiana University - Kelley School of Business
Bachelor's Degree, Accounting
RMB Capital May 2014 - Present
The Happy Pants Project. 2012 - Present
Cie Luxe Brands 2009 - 2011
National Food Group 2009 - 2009
Prana December 2006 - 2008
Nestlé Waters North America 2004 - 2005
Marriott Hotel 2003 - 2005
Education
Institut Supérieur de Gestion 2000 — 2004
BA, International Business /Trade/Commerce, 3.8
RMB Capital January 2015 - Present
Palladium Industries August 2011 - Present
Montis Capital Management October 2006 - November 2014
Alexander & Baldwin (NYSE: ALEX) June 2004 - October 2006
netLibrary, Inc. April 1999 - May 2002
National City Equity Partners July 1995 - April 1999
Skills
Strategy, Venture Capital, Corporate Development, Investments, Finance, Business Strategy, Management, Start-ups, Strategic Partnerships, LBO, Equities, Valuation, Growth Capital, Private Equity
Education
Kellogg School of Management 1993 — 1995
MBA, Finance & Strategy
Williams College 1985 — 1989
BA, English Literature
Dulwich College (London, England) 1984 — 1985
A-Levels, Mathematics
The Taft School 1981 — 1984
New Canaan Country School 1972 — 1981
RMB Capital January 2015 - Present
RMB Capital January 2013 - Present
RMB Capital Management, LLC April 2005 - January 2013
UBS August 2001 - April 2005
Skills
Investments, Wealth Management, Financial Planning, Finance, Leadership, Asset Allocation, Asset Management
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration (MBA)
DePaul University 1997 — 2001
B.S., Finance
First Western Trust January 2014 - Present
RMB Capital October 2008 - January 2014
Skills
Investments, Financial Analysis, Microsoft Excel, Leadership, Microsoft Office, Finance, Financial Modeling
Education
University of Denver 2004 — 2008
Bachelor's Degree, Finance, General
Cherry Creek High School 2000 — 2004
High School
Wheeler Trigg O'Donnell LLP June 2015 - Present
Ogletree Deakins September 2014 - Present
Morgan Stanley Wealth Management May 2013 - Present
RMB Capital May 2013 - August 2013
Victory Capital Management May 2012 - August 2012
Colorado Catering Company May 2011 - August 2011
American Income Life May 2010 - August 2010
Skills
Managerial Finance, Operations Management, Financial Analysis, Financial Modeling, Strategic Financial..., Sales Operations, Sales Management, Account Management, Risk Management, Financial Reporting, Corporate Finance, Microsoft Excel, PowerPoint, Data Analysis, Leadership, Teamwork, Finance, Time Management, Insurance, Sales, Asset Allocation, Analysis, Financial Planning
Education
University of Colorado at Boulder 2011 — 2014
Bachelor of Science in Business Administration (BS), Finance, OPIM Certificate, 3.0
University of Arizona 2009 — 2011
Bachelor of Science in Business Administration (BS), Accounting and Finance, 3.6
Citadel LLC June 2015 - Present
Princeton University August 2014 - Present
Princeton University September 2013 - Present
RMB Capital June 2014 - August 2014
Skills
Java
Education
Princeton University 2012 — 2016
Bachelor of Science in Engineering, Operations Research and Financial Engineering
Pine Crest School 2009 — 2012
RMB Capital January 2014 - Present
American Dental Association. February 2013 - January 2014
JLC Direções e Câmbio Ltda. 2012 - 2012
Moreland International Ltd. January 2011 - December 2011
United States Senate 2010 - 2010
JLC Direções e Câmbio Ltda. 2010 - 2010
Skills
Financial Analysis, Contract Management, Data Analysis, Project Finance, Cost Benefit, Marketing
Education
Governors State University
Master of Business Administration (MBA)
Universidade Presbiteriana Mackenzie
CLEM Centro De Linguas Estrangeiras, Concentration: Portuguese
University of Illinois Springfield
Bachelor of Business Administration (BBA), Concentration: Economics
RMB Capital July 2014 - Present
Miller, Cooper & Co., Ltd. January 2013 - June 2014
Miller, Cooper & Co., Ltd. 2011 - 2011
Education
Northern Illinois University - College of Business 2008 — 2012
Master's Degree, Master's of Accountancy Science
Northern Illinois University - College of Business 2008 — 2011
Bachelor's Degree, Accountancy
RMB Capital December 2014 - Present
Heartland Dental June 2013 - November 2014
Presence Health January 2013 - May 2013
I-Power School of Gymnastics, Inc. August 2011 - May 2013
American Academy of Pediatrics May 2012 - August 2012
Huntington Learning Center May 2010 - August 2012
Skills
Community Outreach, Microsoft Excel, PowerPoint, Public Speaking, Research, Event Planning, Microsoft Word, Social Media, Microsoft Office, Fundraising, Health Promotion, Healthcare Management
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor's degree, Health/Health Care Administration/Management
RMB Capital June 2015 - Present
M&T Bank October 2014 - June 2015
M&T Bank May 2012 - June 2015
M&T Bank July 2008 - May 2012
M&T Bank October 2010 - February 2011
M&T Bank June 2009 - September 2010
M&T Bank July 2008 - June 2009
Franklin Templeton Investments May 2007 - August 2007
Skills
Commercial Banking, Retail Banking, Banking, Credit Analysis, Credit, Risk Management, Strategic Financial..., Fixed Income, Commercial Lending, Financial Modeling, Series 6, Series 63, Small Business Lending
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
MBA, Finance
State University of New York College at Geneseo 2005 — 2008
B.S., Business Administration
RMB Capital December 2013 - Present
SmithBucklin February 2013 - November 2013
SmithBucklin February 2010 - November 2013
Meridian Entertainment August 2008 - December 2008
Skills
Social Media, Public Relations, Press Releases, Event Planning, Advertising, Event Management, Market Research, Social Media Marketing, Facebook, Leadership, Time Management, Publicity, Non-profits, Strategy, Management, Nonprofits, Research, Marketing
Education
Michigan State University 2006 — 2008
B.A., Advertising
Muskegon Community College 2005 — 2006
RMB Capital April 2013 - Present
Guggenheim Partners March 2012 - April 2013
Guggenheim Partners May 2010 - March 2012
Country Insurance & Financial Services January 2009 - May 2010
Educational Investment Fund August 2009 - December 2009
Vernon Development, Inc. April 2007 - December 2008
Skills
Microsoft Excel, Visual Basic, Microsoft Office, BlackRock Aladdin, Bloomberg, Asset Managment, Fixed Income, Finance, Market Research, Trading, Portfolio Management, Capital Markets, Insurance, Investment Management, VBA, Asset Management
Education
Illinois State University
Bachelor of Science, Finance, Accounting, Business
RMB Capital December 2013 - Present
RMB Capital December 2011 - December 2013
RMB Capital December 2009 - December 2011
Merrill Lynch Global Wealth Management May 2008 - October 2008
University of Colorado Alumni Association/ Foundation October 2006 - July 2008
Skills
Wealth Management, Financial Analysis, Financial Services, Portfolio Management, Investments, Corporate Finance, Retirement Planning, Asset Allocation, Spanish, Security Analysis, Insurance Planning, Finance
Education
Northwestern University 2011 — 2012
Certificate of Financial Planning
Universidad Pablo de Olavide 2008 — 2008
Business
University of Colorado at Boulder - Leeds School of Business 2005 — 2008
BS
RMB Capital January 2015 - Present
RMB Capital April 2014 - December 2014
HSBC North America Holdings August 2011 - March 2014
HSBC North America Holdings Inc August 2009 - August 2011
McCann Worldgroup June 2008 - August 2008
Disney International January 2008 - May 2008
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelors, Finance
City University, Cass Business School
RMB Capital May 2014 - Present
Wilson Sporting Goods January 2012 - May 2014
Abbott Nutrition June 2010 - January 2012
Skills
Sales, Sales Management, Retail, Microsoft Excel, Market Research, Customer Service, Outlook, PowerPoint, New Business Development, Microsoft Word, Microsoft Office, Strategic Planning, Research, Contract Negotiation, Social Media, Project Planning, Account Management, Photoshop, Sales Operations, Marketing
Education
Princeton University 2005 — 2009
Bachelor of Arts (B.A.), History
RMB Capital September 2014 - Present
Vedder Price, P.C. July 2012 - September 2014
Nordstrom March 2011 - August 2012
Fine Lines Custom Invitations and Stationery September 2003 - January 2010
Grainger January 1997 - June 1998
Grainger January 1989 - January 1996
Education
Loyola University of Chicago 2013 — 2014
Paralegal Studies, Civil Litigation, 4.0
The Ohio State University 1981 — 1985
Bachelor of Arts, and Sciences; Organizational Communications
Aurora High School
Sound Solution/Manufacturing Company 2014 - Present
RMB Capital 2013 - 2014
Caravan Travel & Tours, Inc. August 2013 - November 2013
Wells Fargo October 2011 - June 2013
Accountemps September 2010 - September 2011
Norvax 2011 - 2011
Lawyers Committee for Better Housing May 2010 - July 2010
Skills
QuickBooks, Outlook, Microsoft Excel, PowerPoint, Adobe Acrobat, Photoshop, MS-DOS, Accounts Receivable, Accounting, Accounts Payable, Invoicing, Financial Statements, Time Management, Data Entry, Auditing, Microsoft Word, Customer Service, Microsoft Office
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (MBA), Accounting
Ball State University - College of Business 2006 — 2010
Bachelor of Arts, Accounting
Merrillville High School
RMB Capital January 2014 - Present
MWHC Holding, Inc. June 2013 - January 2014
The Reiman Fund March 2013 - June 2013
Aspen Wealth Management January 2013 - June 2013
HealthLink Minnesota Management Group, Inc. June 2011 - August 2011
Education
University of Denver - Daniels College of Business 2009 — 2013
BS in Business Administration and Finance
Universidad de Granada
Breck School 2005 — 2009
RMB Capital September 2013 - Present
Gap Inc./Old Navy June 2011 - Present
Skills
Organization Skills, Receptionist Duties, Customer Service, Merchandising, Microsoft Excel, Employee Training, Sales, Visual Merchandising, Time Management, Microsoft Word, Inventory Management, Store Management, Leadership, Salesforce.com, Retail, PowerPoint
Education
University of Illinois at Chicago 2013 — 2017
Bachelors in Psychology
William Howard Taft High School 2009 — 2013
High School