RMB Capital Management
Industry: Company
DescriptionFounded: 2005 Subsidiaries: IronBridge Capital Management, L.P.,
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RMB Capital Management Employees
Employee
Years
Job
Industry
Alexandra Jannotta Alexandra Jannotta's RMB Capital Management Experience June 2012 - August 2012
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
RMB Capital Management June 2012 - August 2012
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), History, Magna Cum Laude
Universidad de Salamanca 2011 — 2011
Jackson Hole High School 2006 — 2010
Valedictorian
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
RMB Capital Management June 2012 - August 2012
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), History, Magna Cum Laude
Universidad de Salamanca 2011 — 2011
Jackson Hole High School 2006 — 2010
Valedictorian
Michelle Hallett, CRPS®'s RMB Capital Management Experience August 2014 - Present
Job Client Relationship Manager at RMB Capital Management
Industry Financial Services
Experience
RMB Capital Management August 2014 - Present
Northwestern Mutual August 2013 - March 2014
Principal Financial Group 2004 - August 2011
James Wheeler & Company Investments 1998 - 2001
Skills
Deferred Compensation, 403 b, Sales, Insurance, Financial Advisory, Defined Contribution, Financial Services, Mutual Funds, Retirement, Defined Benefit, Retirement Planning, 401k, ESOP, Bonds
Education
University of Colorado Boulder - Leeds School of Business 1987 — 1991
B.S., Marketing
RMB Capital Management August 2014 - Present
Northwestern Mutual August 2013 - March 2014
Principal Financial Group 2004 - August 2011
James Wheeler & Company Investments 1998 - 2001
Skills
Deferred Compensation, 403 b, Sales, Insurance, Financial Advisory, Defined Contribution, Financial Services, Mutual Funds, Retirement, Defined Benefit, Retirement Planning, 401k, ESOP, Bonds
Education
University of Colorado Boulder - Leeds School of Business 1987 — 1991
B.S., Marketing
Loren Knaster Loren Knaster's RMB Capital Management Experience October 2011 - Present
Job CFP®, Wealth Advisor, Business Manager at RMB Capital Management
Industry Financial Services
Experience
RMB Capital Management October 2011 - Present
LBK Media, LLC May 2008 - Present
Comcast 2008 - 2013
Wisdom In Action Financial Planning May 2009 - October 2011
WIA Financial Management 2009 - 2011
WPBN TV 7&4 2005 - 2008
Skills
Personal Financial..., Wealth Management, Business Management..., Television News, Broadcast Television, Television Producing, Sports Reporting, Sports Photography, Play by Play, Radio Broadcasting, Final Cut Pro, Avid Media Composer, Creativity, Problem Solving, Alternative Dispute..., Negotiation, Conflict Resolution, Entertainment, Sports Writing
Education
University of Denver 2008 — 2009
Master of Arts (M.A.)
Syracuse University 2001 — 2005
Bachelor of Arts (B.A.), Broadcast Journalism
RMB Capital Management October 2011 - Present
LBK Media, LLC May 2008 - Present
Comcast 2008 - 2013
Wisdom In Action Financial Planning May 2009 - October 2011
WIA Financial Management 2009 - 2011
WPBN TV 7&4 2005 - 2008
Skills
Personal Financial..., Wealth Management, Business Management..., Television News, Broadcast Television, Television Producing, Sports Reporting, Sports Photography, Play by Play, Radio Broadcasting, Final Cut Pro, Avid Media Composer, Creativity, Problem Solving, Alternative Dispute..., Negotiation, Conflict Resolution, Entertainment, Sports Writing
Education
University of Denver 2008 — 2009
Master of Arts (M.A.)
Syracuse University 2001 — 2005
Bachelor of Arts (B.A.), Broadcast Journalism
Bret Farris, CFP®, CIMA®, ADPA Bret Farris, CFP®, CIMA®, ADPA's RMB Capital Management Experience June 2011 - July 2014
Job Vice President, Senior Client Advisor at BMO Harris Private Banking
Industry Investment Management
Experience
BMO Private Bank July 2014 - Present
RMB Capital Management June 2011 - July 2014
JMB Insurance January 2006 - June 2011
Milliman January 2004 - January 2006
Zurich Insurance March 2000 - October 2003
Skills
Wealth Management, Estate Planning, Insurance, Investments, Risk Management, Retirement Planning, Employee Benefits, Financial Analysis, Strategic Financial..., Asset Allocation, Asset Managment, Portfolio Management, Financial Modeling, Banking, Life Insurance, Investment Management, Valuation, Budgets, Underwriting, Strategic Planning
Education
DePaul University
BS
BMO Private Bank July 2014 - Present
RMB Capital Management June 2011 - July 2014
JMB Insurance January 2006 - June 2011
Milliman January 2004 - January 2006
Zurich Insurance March 2000 - October 2003
Skills
Wealth Management, Estate Planning, Insurance, Investments, Risk Management, Retirement Planning, Employee Benefits, Financial Analysis, Strategic Financial..., Asset Allocation, Asset Managment, Portfolio Management, Financial Modeling, Banking, Life Insurance, Investment Management, Valuation, Budgets, Underwriting, Strategic Planning
Education
DePaul University
BS
William Driscoll, CFA's RMB Capital Management Experience March 2006 - March 2015
Job Member of the Investment Committee at Zuckerman Investment Group
Industry Investment Management
Experience
Zuckerman Investment Group April 2015 - Present
RMB Capital Management March 2006 - March 2015
1837 Partners LLC March 2004 - June 2010
Frye Louis Capital Management March 2002 - March 2004
Evergreen Investments January 2000 - January 2002
Deutsche Bank Alex Brown January 1999 - January 2000
Skills
Asset Allocation, Equities, Asset Managment, Valuation, Investments, Wealth Management, Financial Modeling, Hedge Funds, Alternative Investments, Investment Management, Series 7, Financial Analysis, Equity Research, Private Equity, Portfolio Management, Asset Management, Securities, Fixed Income
Education
Colby College 1991 — 1995
BA, Biology
Toll Gate High School, Warwick, RI 1988 — 1991
College Prep
Zuckerman Investment Group April 2015 - Present
RMB Capital Management March 2006 - March 2015
1837 Partners LLC March 2004 - June 2010
Frye Louis Capital Management March 2002 - March 2004
Evergreen Investments January 2000 - January 2002
Deutsche Bank Alex Brown January 1999 - January 2000
Skills
Asset Allocation, Equities, Asset Managment, Valuation, Investments, Wealth Management, Financial Modeling, Hedge Funds, Alternative Investments, Investment Management, Series 7, Financial Analysis, Equity Research, Private Equity, Portfolio Management, Asset Management, Securities, Fixed Income
Education
Colby College 1991 — 1995
BA, Biology
Toll Gate High School, Warwick, RI 1988 — 1991
College Prep
Megan (Murley) Olson Megan (Murley) Olson's RMB Capital Management Experience April 2012 - January 2015
Job Investor Relations & Business Development at RMB Capital Management
Industry Financial Services
Experience
Opportunity International January 2015 - June 2015
Iron Road Capital Partners April 2012 - January 2015
RMB Capital Management April 2012 - January 2015
Credit Suisse July 2010 - March 2012
Quebec-Labrador Foundation June 2009 - August 2009
Skills
Series 7, Series 63
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Princeton University 2006 — 2010
A.B., History
Deerfield Academy 2002 — 2006
Opportunity International January 2015 - June 2015
Iron Road Capital Partners April 2012 - January 2015
RMB Capital Management April 2012 - January 2015
Credit Suisse July 2010 - March 2012
Quebec-Labrador Foundation June 2009 - August 2009
Skills
Series 7, Series 63
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Princeton University 2006 — 2010
A.B., History
Deerfield Academy 2002 — 2006
Janek Pedersen Janek Pedersen's RMB Capital Management Experience June 2010 - Present
Job Wealth Adviser at RMB Capital Management
Industry Financial Services
Experience
RMB Capital Management June 2010 - Present
UBS Wealth Management 2005 - 2010
Education
Elgin Academy 1996 — 2000
High School Diploma
DePaul University
RMB Capital Management June 2010 - Present
UBS Wealth Management 2005 - 2010
Education
Elgin Academy 1996 — 2000
High School Diploma
DePaul University
Ben Gelhaus, CFA's RMB Capital Management Experience April 2012 - Present
Job Senior Analyst at RMB Capital Management
Industry Financial Services
Experience
RMB Capital Management April 2012 - Present
Fifth Third Bank December 2011 - May 2012
Fifth Third Bank December 2008 - December 2011
Fifth Third Bank May 2008 - December 2008
Bank of America May 2006 - May 2008
Skills
Financial Modeling, Portfolio Management, Investments, Real Estate Private..., Equities, Fixed Income, Private Equity, Asset Management, Finance, Alternative Investments, Due Diligence, Banking, Asset Managment, Credit
Education
Miami University 2002 — 2006
Bachelors, Finance
RMB Capital Management April 2012 - Present
Fifth Third Bank December 2011 - May 2012
Fifth Third Bank December 2008 - December 2011
Fifth Third Bank May 2008 - December 2008
Bank of America May 2006 - May 2008
Skills
Financial Modeling, Portfolio Management, Investments, Real Estate Private..., Equities, Fixed Income, Private Equity, Asset Management, Finance, Alternative Investments, Due Diligence, Banking, Asset Managment, Credit
Education
Miami University 2002 — 2006
Bachelors, Finance
Jen Nielson Knuepfer Jen Nielson Knuepfer's RMB Capital Management Experience January 2012 - Present
Job Executive Assistant at RMB Capital Management
Industry Marketing and Advertising
Experience
RMB Capital Management January 2012 - Present
Katz Media Group August 2010 - January 2012
Education
University of Colorado at Boulder 2005 — 2009
B.A., Communication, Sociology
San Ramon Valley High School 2001 — 2005
Diploma
RMB Capital Management January 2012 - Present
Katz Media Group August 2010 - January 2012
Education
University of Colorado at Boulder 2005 — 2009
B.A., Communication, Sociology
San Ramon Valley High School 2001 — 2005
Diploma
Jeffrey Pearsall's RMB Capital Management Experience January 2012 - Present
Job Principal, Director of Wealth Management at RMB Capital Management
Industry Financial Services
Experience
RMB Capital Management January 2012 - Present
RMB Capital Management April 2005 - December 2011
UBS July 1994 - March 2005
The Chicago Corporation August 1993 - June 1994
Bausch + Lomb November 1991 - February 1993
SC Johnson October 1988 - October 1991
SC Johnson August 1986 - September 1988
SC Johnson September 1985 - July 1986
SC Johnson April 1983 - August 1985
SC Johnson October 1981 - March 1983
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Executive Masters Program
Colgate University 1977 — 1981
Bachelor of Arts (B.A.), English Literature
RMB Capital Management January 2012 - Present
RMB Capital Management April 2005 - December 2011
UBS July 1994 - March 2005
The Chicago Corporation August 1993 - June 1994
Bausch + Lomb November 1991 - February 1993
SC Johnson October 1988 - October 1991
SC Johnson August 1986 - September 1988
SC Johnson September 1985 - July 1986
SC Johnson April 1983 - August 1985
SC Johnson October 1981 - March 1983
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Executive Masters Program
Colgate University 1977 — 1981
Bachelor of Arts (B.A.), English Literature
Elizabeth McElherne's RMB Capital Management Experience February 2010 - November 2012
Job Associate/Team Lead at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2015 - Present
Northern Trust Hedge Fund Services January 2015 - September 2015
Northern Trust Hedge Fund Services February 2014 - September 2015
Northern Trust Hedge Fund Services December 2012 - February 2014
RMB Capital Management February 2010 - November 2012
RMB Capital Management February 2010 - January 2012
Morgan Stanley Smith Barney August 2009 - January 2010
National Student Leadership Conference May 2007 - July 2009
Skills
Hedge Funds, Investor Reporting, Financial Analysis, Investor Relations, Hedge Accounting, Fund Accounting, Fund Administration, Investments, Wealth Management, Strategic Financial..., Microsoft Excel, Outlook, Microsoft Office, Retirement Planning, PowerPoint
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Arts, International Studies, Business Communications
CEGRI: Center for Integrated Spanish Studies 2008 — 2008
Spanish, Business
Hinsdale Central High School 2001 — 2005
Goldman Sachs September 2015 - Present
Northern Trust Hedge Fund Services January 2015 - September 2015
Northern Trust Hedge Fund Services February 2014 - September 2015
Northern Trust Hedge Fund Services December 2012 - February 2014
RMB Capital Management February 2010 - November 2012
RMB Capital Management February 2010 - January 2012
Morgan Stanley Smith Barney August 2009 - January 2010
National Student Leadership Conference May 2007 - July 2009
Skills
Hedge Funds, Investor Reporting, Financial Analysis, Investor Relations, Hedge Accounting, Fund Accounting, Fund Administration, Investments, Wealth Management, Strategic Financial..., Microsoft Excel, Outlook, Microsoft Office, Retirement Planning, PowerPoint
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Arts, International Studies, Business Communications
CEGRI: Center for Integrated Spanish Studies 2008 — 2008
Spanish, Business
Hinsdale Central High School 2001 — 2005
Jac Charles Jac Charles's RMB Capital Management Experience May 2010 - August 2010
Job Financial Analyst
Industry Oil & Energy
Experience
RockPile Energy Services May 2014 - Present
Goldman Sachs April 2013 - March 2014
Goldman Sachs June 2011 - April 2013
Perella Weinberg Partners December 2010 - May 2011
RMB Capital Management May 2010 - August 2010
Skills
Equity Research, Financial Analysis, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Bloomberg, Investments, Hedge Funds, Data Analysis
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2011
BSBA, Finance
University of Colorado at Boulder 2007 — 2011
BA, Economics
RockPile Energy Services May 2014 - Present
Goldman Sachs April 2013 - March 2014
Goldman Sachs June 2011 - April 2013
Perella Weinberg Partners December 2010 - May 2011
RMB Capital Management May 2010 - August 2010
Skills
Equity Research, Financial Analysis, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Bloomberg, Investments, Hedge Funds, Data Analysis
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2011
BSBA, Finance
University of Colorado at Boulder 2007 — 2011
BA, Economics
James Rosselle, QPA, QKA James Rosselle, QPA, QKA's RMB Capital Management Experience August 2012 - Present
Job Retirement Plan Advisor at RMB Capital Management
Industry Financial Services
Experience
RMB Capital Management August 2012 - Present
Lincoln Trust Company February 2009 - August 2012
ePlan Services, Inc. 2007 - 2009
Great-West Life and Annuity Insurance Company May 2000 - September 2007
Skills
Customer Service, ERISA, Defined Benefit, 403 b, Retirement, 401k, Investments, Plan Design, Employee Benefits, Pensions, Compliance, Customer Relations, Mutual Funds, New Business Development, Benefits Administration, Excel, Administration, Research, Microsoft Office, Word, Problem Solving, Analysis, PowerPoint
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science, Geology
RMB Capital Management August 2012 - Present
Lincoln Trust Company February 2009 - August 2012
ePlan Services, Inc. 2007 - 2009
Great-West Life and Annuity Insurance Company May 2000 - September 2007
Skills
Customer Service, ERISA, Defined Benefit, 403 b, Retirement, 401k, Investments, Plan Design, Employee Benefits, Pensions, Compliance, Customer Relations, Mutual Funds, New Business Development, Benefits Administration, Excel, Administration, Research, Microsoft Office, Word, Problem Solving, Analysis, PowerPoint
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science, Geology
Katharine Williams Katharine Williams's RMB Capital Management Experience September 2012 - May 2013
Job Internal Audit Intern at Tribune Media Company
Industry Accounting
Experience
Tribune Media May 2013 - Present
RMB Capital Management September 2012 - May 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com, Bloomberg, Microsoft Access, PowerPoint, Social Media, Teamwork, Public Speaking, Team Leadership, Accounting, Internal Audit, Facebook, Access, Event Planning, Time Management
Education
Loyola University of Chicago 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and International Business
IES Abroad 2014 — 2014
Spanish Language and Literature, Business Administration
Tribune Media May 2013 - Present
RMB Capital Management September 2012 - May 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com, Bloomberg, Microsoft Access, PowerPoint, Social Media, Teamwork, Public Speaking, Team Leadership, Accounting, Internal Audit, Facebook, Access, Event Planning, Time Management
Education
Loyola University of Chicago 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and International Business
IES Abroad 2014 — 2014
Spanish Language and Literature, Business Administration
Brien McHale Brien McHale's RMB Capital Management Experience March 2009 - June 2009
Job Data Development and System Lead – Sr Business Analyst at The PrivateBank
Industry Financial Services
Experience
The PrivateBank June 2014 - Present
The PrivateBank November 2013 - June 2014
The PrivateBank May 2010 - November 2013
The PrivateBank December 2009 - May 2010
RMB Capital Management March 2009 - June 2009
Prestar Financial January 2003 - June 2005
Skills
Banking, Financial Analysis, Portfolio Management, Commercial Lending, Mortgage Lending, Forecasting, Data Analysis, Credit Risk, Underwriting, Valuation, Financial Modeling, Asset Managment, Risk Management, Cognos, Business Intelligence, Business Process..., Financial Reporting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Management Information Systems and Operational Management
DePaul University 2007 — 2009
Bachelor of Science in Commerce, Finance, cum laude
Harper College
St. Viator High School
St. Viator High School
St. Viator High School
The PrivateBank June 2014 - Present
The PrivateBank November 2013 - June 2014
The PrivateBank May 2010 - November 2013
The PrivateBank December 2009 - May 2010
RMB Capital Management March 2009 - June 2009
Prestar Financial January 2003 - June 2005
Skills
Banking, Financial Analysis, Portfolio Management, Commercial Lending, Mortgage Lending, Forecasting, Data Analysis, Credit Risk, Underwriting, Valuation, Financial Modeling, Asset Managment, Risk Management, Cognos, Business Intelligence, Business Process..., Financial Reporting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Management Information Systems and Operational Management
DePaul University 2007 — 2009
Bachelor of Science in Commerce, Finance, cum laude
Harper College
St. Viator High School
St. Viator High School
St. Viator High School
Barrett Foster Barrett Foster's RMB Capital Management Experience March 2012 - July 2013
Job Managing Partner at 340 Partners, LLC
Industry Management Consulting
Experience
340 Partners, LLC July 2013 - Present
KEO - Chicago November 2014 - Present
RMB Capital Management March 2012 - July 2013
CAST Management Consultants June 2007 - March 2012
CAST Management Consultants January 2009 - January 2010
CAST Management Consultants July 2007 - January 2009
Skills
Business Strategy, Organizational..., Process Engineering, Banking, Insurance, Competitive Analysis, Wealth Management, Segmentation, Mergers & Acquisitions, Data Analysis, Sales, Strategy, Investments, Entrepreneurship, Integration, Financial Modeling, Recruiting, Analysis, New Business Development, Management, Process Improvement, Product Development, Due Diligence, Finance, Organizational Design, Analytics, Business Process..., Marketing, Management Consulting, Asset Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Marketing, Strategic Management and Entrepreneurship, 3.8
Pomona College 2004 — 2007
BA, Philosophy, Politics, Economics
Fairview
340 Partners, LLC July 2013 - Present
KEO - Chicago November 2014 - Present
RMB Capital Management March 2012 - July 2013
CAST Management Consultants June 2007 - March 2012
CAST Management Consultants January 2009 - January 2010
CAST Management Consultants July 2007 - January 2009
Skills
Business Strategy, Organizational..., Process Engineering, Banking, Insurance, Competitive Analysis, Wealth Management, Segmentation, Mergers & Acquisitions, Data Analysis, Sales, Strategy, Investments, Entrepreneurship, Integration, Financial Modeling, Recruiting, Analysis, New Business Development, Management, Process Improvement, Product Development, Due Diligence, Finance, Organizational Design, Analytics, Business Process..., Marketing, Management Consulting, Asset Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Marketing, Strategic Management and Entrepreneurship, 3.8
Pomona College 2004 — 2007
BA, Philosophy, Politics, Economics
Fairview
Krista (Rasanen) Starr, CPA Krista (Rasanen) Starr, CPA's RMB Capital Management Experience February 2012 - December 2013
Job Sr. Financial Analyst
Industry Financial Services
Experience
Rockford Health System April 2015 - Present
Dingus, Zarecor & Associates PLLC January 2014 - April 2015
RMB Capital Management February 2012 - December 2013
Covenant Trust May 2011 - July 2011
North Park University Development August 2010 - May 2011
North Park University August 2009 - May 2010
Skills
Microsoft Office, Excel, PowerPoint, Spanish, Research, Accounting, Fundraising, Problem Solving, QuickBooks, Adaptive Planning, Microsoft Excel, Microsoft Word, Financial Analysis, Marketing, Accounts Payable, Account Reconciliation, Financial Reporting, Auditing
Education
North Park University 2007 — 2011
B.S, Business and Economics; Accounting
Rockford Christian School 1994 — 2007
Rockford Health System April 2015 - Present
Dingus, Zarecor & Associates PLLC January 2014 - April 2015
RMB Capital Management February 2012 - December 2013
Covenant Trust May 2011 - July 2011
North Park University Development August 2010 - May 2011
North Park University August 2009 - May 2010
Skills
Microsoft Office, Excel, PowerPoint, Spanish, Research, Accounting, Fundraising, Problem Solving, QuickBooks, Adaptive Planning, Microsoft Excel, Microsoft Word, Financial Analysis, Marketing, Accounts Payable, Account Reconciliation, Financial Reporting, Auditing
Education
North Park University 2007 — 2011
B.S, Business and Economics; Accounting
Rockford Christian School 1994 — 2007
Alexander Herguth's RMB Capital Management Experience October 2011 - August 2012
Job Associate Account Manager
Industry Marketing and Advertising
Experience
CJ Affiliate by Conversant June 2015 - Present
CJ Affiliate by Conversant June 2013 - Present
quadrantONE August 2012 - February 2013
RMB Capital Management October 2011 - August 2012
John Chang Law Firm June 2011 - August 2011
Wildlife Conservation Society May 2011 - August 2011
Westchester Country Club June 2009 - August 2010
Independent Appraisers and Auctioneers January 2005 - June 2008
Skills
Excel, Microsoft Office, Customer Service, Outlook, Public Speaking, Administration, Inventory Management, Market Research, Bloomberg Terminal, Digital Marketing, Salesforce.com, Axys, Microsoft Excel, Advertising, Sales, Social Media, PowerPoint, Marketing Communications, Public Relations, Online Advertising, Microsoft Word, Marketing, Social Networking, DoubleClick, Media Planning, Cision, Data Analysis, Cold Calling, Digital Media, Google Adwords, Teamwork, Administrative..., Research, Reporting & Analysis, Online Marketing..., Client Development, Manage Client...
Education
Loyola University of Chicago 2010 — 2012
Bachelor of Arts (BA)
Universitat de Barcelona 2010 — 2010
SUNY Purchase 2008 — 2010
Berkshire School 2006 — 2008
Indian Mountain School
CJ Affiliate by Conversant June 2015 - Present
CJ Affiliate by Conversant June 2013 - Present
quadrantONE August 2012 - February 2013
RMB Capital Management October 2011 - August 2012
John Chang Law Firm June 2011 - August 2011
Wildlife Conservation Society May 2011 - August 2011
Westchester Country Club June 2009 - August 2010
Independent Appraisers and Auctioneers January 2005 - June 2008
Skills
Excel, Microsoft Office, Customer Service, Outlook, Public Speaking, Administration, Inventory Management, Market Research, Bloomberg Terminal, Digital Marketing, Salesforce.com, Axys, Microsoft Excel, Advertising, Sales, Social Media, PowerPoint, Marketing Communications, Public Relations, Online Advertising, Microsoft Word, Marketing, Social Networking, DoubleClick, Media Planning, Cision, Data Analysis, Cold Calling, Digital Media, Google Adwords, Teamwork, Administrative..., Research, Reporting & Analysis, Online Marketing..., Client Development, Manage Client...
Education
Loyola University of Chicago 2010 — 2012
Bachelor of Arts (BA)
Universitat de Barcelona 2010 — 2010
SUNY Purchase 2008 — 2010
Berkshire School 2006 — 2008
Indian Mountain School
Jeff Baldetti Jeff Baldetti's RMB Capital Management Experience July 2012 - August 2012
Job Fixed Income Research Analyst at RMB Capital Management
Industry Financial Services
Experience
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 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
Mary Tagler, CFP® Mary Tagler, CFP®'s RMB Capital Management Experience January 2010 - Present
Job
Industry Financial Services
Experience
RMB Capital Management January 2010 - Present
Gilson Labus & Silverman LLC August 2008 - April 2010
Chicago Kent College of Law August 2008 - February 2009
Gilson Labus & Silverman LLC February 2008 - April 2008
RMB Capital Management April 2005 - August 2007
UBS Financial Services October 1999 - April 2005
Oak Park Township Youth Services September 1998 - September 1999
Bagelman's August 1995 - May 1998
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
Finance
Chicago-Kent College of Law, Illinois Institute of Technology 2007 — 2009
American Intercontinental University 1997 — 1997
Oak Park-River Forest High School 1990 — 1994
RMB Capital Management January 2010 - Present
Gilson Labus & Silverman LLC August 2008 - April 2010
Chicago Kent College of Law August 2008 - February 2009
Gilson Labus & Silverman LLC February 2008 - April 2008
RMB Capital Management April 2005 - August 2007
UBS Financial Services October 1999 - April 2005
Oak Park Township Youth Services September 1998 - September 1999
Bagelman's August 1995 - May 1998
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
Finance
Chicago-Kent College of Law, Illinois Institute of Technology 2007 — 2009
American Intercontinental University 1997 — 1997
Oak Park-River Forest High School 1990 — 1994
Lauren Husney's RMB Capital Management Experience May 2012 - November 2013
Job Senior Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management September 2015 - Present
Bernstein Private Wealth Management November 2013 - September 2015
RMB Capital Management May 2012 - November 2013
Fidelity Investments August 2008 - May 2012
Skills
Series 7, Series 63, Life & Health Insurance..., Manage Client..., Client Service Oriented, Client Presentation, Team-oriented, Retirement, Finance, Mutual Funds, Financial Services, Asset Allocation, Wealth Management, FINRA, Retirement Planning
Education
University of Nevada-Las Vegas 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Bernstein Private Wealth Management September 2015 - Present
Bernstein Private Wealth Management November 2013 - September 2015
RMB Capital Management May 2012 - November 2013
Fidelity Investments August 2008 - May 2012
Skills
Series 7, Series 63, Life & Health Insurance..., Manage Client..., Client Service Oriented, Client Presentation, Team-oriented, Retirement, Finance, Mutual Funds, Financial Services, Asset Allocation, Wealth Management, FINRA, Retirement Planning
Education
University of Nevada-Las Vegas 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Jim Audette's RMB Capital Management Experience August 2007 - January 2008
Job Associate at Chapman and Cutler LLP
Industry Law Practice
Experience
Chapman and Cutler LLP September 2012 - Present
Journal of College and University Law September 2010 - May 2012
Chapman and Cutler LLP May 2011 - August 2011
University of Notre Dame Law School May 2010 - May 2011
Blatt, Hasenmiller, Leibsker, and Moore LLC May 2009 - August 2009
Kaplan Test Prep and Admissions September 2008 - August 2009
Loyola University Chicago September 2005 - April 2009
RMB Capital Management August 2007 - January 2008
Loyola University Chicago May 2007 - August 2007
Loyola University Chicago May 2006 - May 2007
Skills
J.D., Analysis, Leadership, Research, Finance, Business Development, Corporate Law, Teaching
Education
University of Notre Dame Law School 2009 — 2012
J.D., Financial Institutions, Securities, Corporate, and Environmental Law
Loyola University Chicago 2005 — 2009
BBA, Economics
OLSM 2000 — 2005
St. Joseph
Chapman and Cutler LLP September 2012 - Present
Journal of College and University Law September 2010 - May 2012
Chapman and Cutler LLP May 2011 - August 2011
University of Notre Dame Law School May 2010 - May 2011
Blatt, Hasenmiller, Leibsker, and Moore LLC May 2009 - August 2009
Kaplan Test Prep and Admissions September 2008 - August 2009
Loyola University Chicago September 2005 - April 2009
RMB Capital Management August 2007 - January 2008
Loyola University Chicago May 2007 - August 2007
Loyola University Chicago May 2006 - May 2007
Skills
J.D., Analysis, Leadership, Research, Finance, Business Development, Corporate Law, Teaching
Education
University of Notre Dame Law School 2009 — 2012
J.D., Financial Institutions, Securities, Corporate, and Environmental Law
Loyola University Chicago 2005 — 2009
BBA, Economics
OLSM 2000 — 2005
St. Joseph
Daisy Wood Daisy Wood's RMB Capital Management Experience February 2011 - Present
Job Analyst at RMB Capital Management
Industry
Experience
RMB Capital Management February 2011 - Present
Manasota Capital LLC September 2010 - February 2011
Halcyon Asset Management January 2010 - August 2010
Education
Princeton University 2005 — 2009
A.B., Psychology
RMB Capital Management February 2011 - Present
Manasota Capital LLC September 2010 - February 2011
Halcyon Asset Management January 2010 - August 2010
Education
Princeton University 2005 — 2009
A.B., Psychology
Henry Baby, CFA's RMB Capital Management Experience 2008 - 2009
Job Analyst at William Blair & Company
Industry Investment Management
Experience
William Blair & Company January 2015 - Present
Six Corners Capital 2009 - 2014
RMB Capital Management 2008 - 2009
Holland Capital Management 2005 - 2008
Skills
Asset Managment, Financial Analysis, Equity Research, Fixed Income, Bloomberg, Investments, Asset Management, Portfolio Management, Asset Allocation, Valuation, Alternative Investments, Equities, Investment Management, Hedge Funds, Financial Modeling, Equity Valuation, Investment Strategies, Private Equity, Mutual Funds, Securities, Capital Markets
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Finance
Boston College 1993 — 1997
BS, Finance
Loyola Academy
William Blair & Company January 2015 - Present
Six Corners Capital 2009 - 2014
RMB Capital Management 2008 - 2009
Holland Capital Management 2005 - 2008
Skills
Asset Managment, Financial Analysis, Equity Research, Fixed Income, Bloomberg, Investments, Asset Management, Portfolio Management, Asset Allocation, Valuation, Alternative Investments, Equities, Investment Management, Hedge Funds, Financial Modeling, Equity Valuation, Investment Strategies, Private Equity, Mutual Funds, Securities, Capital Markets
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Finance
Boston College 1993 — 1997
BS, Finance
Loyola Academy
Michele Francisco, CFP®'s RMB Capital Management Experience April 2005 - Present
Job Partner, Senior Wealth Advisor
Industry Financial Services
Experience
RMB Capital Management April 2005 - Present
UBS Financial Services 2001 - 2005
Sanford C. Bernstein February 2000 - December 2000
Education
The George Washington University 1995 — 1999
Bachelor of Arts (B.A.), International Relations and Affairs
RMB Capital Management April 2005 - Present
UBS Financial Services 2001 - 2005
Sanford C. Bernstein February 2000 - December 2000
Education
The George Washington University 1995 — 1999
Bachelor of Arts (B.A.), International Relations and Affairs
Trevor Isham's RMB Capital Management Experience January 2013 - Present
Job Wealth Advisor at RMB Capital Management
Industry Financial Services
Experience
RMB Capital Management January 2013 - Present
Katana Investment Advisors January 2012 - December 2012
Ronin Capital September 2010 - January 2012
Ronin Capital September 2008 - September 2010
CC Entrepreneurship Club September 2007 - May 2008
WyldLife, (division of Young Life) September 2004 - May 2008
Catalyst Newspaper December 2007 - March 2008
Colorado College October 2004 - March 2008
OCA Ventures June 2007 - July 2007
The Colorado College August 2005 - June 2007
Skills
Investments, Portfolio Management, Equities, Financial Analysis, Microsoft Excel, Risk Management, Retirement Planning, Asset Management, Financial Modeling, Hedge Funds, Trade Execution, Customer Relations
Education
Northwestern University 2010 — 2012
Certificate of Financial Planning
Colorado College 2004 — 2008
Bachelor of Arts, Economics and Religion
Stanford University 2003 — 2003
RMB Capital Management January 2013 - Present
Katana Investment Advisors January 2012 - December 2012
Ronin Capital September 2010 - January 2012
Ronin Capital September 2008 - September 2010
CC Entrepreneurship Club September 2007 - May 2008
WyldLife, (division of Young Life) September 2004 - May 2008
Catalyst Newspaper December 2007 - March 2008
Colorado College October 2004 - March 2008
OCA Ventures June 2007 - July 2007
The Colorado College August 2005 - June 2007
Skills
Investments, Portfolio Management, Equities, Financial Analysis, Microsoft Excel, Risk Management, Retirement Planning, Asset Management, Financial Modeling, Hedge Funds, Trade Execution, Customer Relations
Education
Northwestern University 2010 — 2012
Certificate of Financial Planning
Colorado College 2004 — 2008
Bachelor of Arts, Economics and Religion
Stanford University 2003 — 2003
Kari Zizzo's RMB Capital Management Experience February 2008 - June 2010
Job Formerly a Senior Client Associate at RMB Capital Management
Industry Financial Services
Experience
RMB Capital Management February 2008 - June 2010
Fisher Investments September 2004 - July 2007
Education
University of Notre Dame 2000 — 2004
Bachelor of Arts (BA), English Language and Literature/Letters
RMB Capital Management February 2008 - June 2010
Fisher Investments September 2004 - July 2007
Education
University of Notre Dame 2000 — 2004
Bachelor of Arts (BA), English Language and Literature/Letters
Yemisi Odedina's RMB Capital Management Experience November 2010 - August 2014
Job Fellow at City Colleges of Chicago
Industry Higher Education
Experience
City Colleges of Chicago November 2014 - Present
RMB Capital Management November 2010 - August 2014
Starcom Worldwide July 2005 - November 2010
Lakeshore Staffing August 2004 - April 2005
Skills
Financial Analysis, Forecasting, Budgeting, Microsoft Excel, Project Management, Financial Planning, Marketing, Budgets, Customer Service, Strategic Planning
Education
Howard University
Bachelor of Business Administration, Finance
City Colleges of Chicago November 2014 - Present
RMB Capital Management November 2010 - August 2014
Starcom Worldwide July 2005 - November 2010
Lakeshore Staffing August 2004 - April 2005
Skills
Financial Analysis, Forecasting, Budgeting, Microsoft Excel, Project Management, Financial Planning, Marketing, Budgets, Customer Service, Strategic Planning
Education
Howard University
Bachelor of Business Administration, Finance
Brian Hettinger's RMB Capital Management Experience International Equities TraderWilliam Blair and CompanyJuly 2002 - December 2004
Job Manager of Operations at RMB Capital Management
Industry Financial Services
Experience
RMB Capital Management International Equities TraderWilliam Blair and CompanyJuly 2002 - December 2004
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1997
University of Illinois at Urbana-Champaign 1988 — 1992
BA, Finance, Economics
RMB Capital Management International Equities TraderWilliam Blair and CompanyJuly 2002 - December 2004
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1997
University of Illinois at Urbana-Champaign 1988 — 1992
BA, Finance, Economics
Alex Escarpita's RMB Capital Management Experience March 2007 - August 2007
Job Account Executive at ALS Media
Industry Media Production
Experience
ALS Media October 2010 - Present
Houlihan Smith & Company, Inc. February 2008 - September 2010
RMB Capital Management March 2007 - August 2007
Skills
Mergers, Valuation, Investments, Strategic Planning, Social Media Marketing, Budgets, New Business Development, Customer Service, Marketing, Financial Analysis, Negotiation, Microsoft Office, Microsoft Excel, Business Strategy, Social Media
Education
DePaul University 2004 — 2008
Bachelor of Science (B.S.), Business Commerce
West Leyden 2000 — 2004
High School, Diploma
ALS Media October 2010 - Present
Houlihan Smith & Company, Inc. February 2008 - September 2010
RMB Capital Management March 2007 - August 2007
Skills
Mergers, Valuation, Investments, Strategic Planning, Social Media Marketing, Budgets, New Business Development, Customer Service, Marketing, Financial Analysis, Negotiation, Microsoft Office, Microsoft Excel, Business Strategy, Social Media
Education
DePaul University 2004 — 2008
Bachelor of Science (B.S.), Business Commerce
West Leyden 2000 — 2004
High School, Diploma
Melissa Mabley Martin, CFP®'s RMB Capital Management Experience August 2012 - August 2015
Job Senior Financial Advisor at Kovitz Investment Group
Industry Financial Services
Experience
Kovitz Investment Group September 2015 - Present
RMB Capital Management August 2012 - August 2015
US Trust June 2008 - October 2011
LaSalle Bank June 2004 - July 2006
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
Master of Business Administration (MBA), Finance, General
Indiana University Bloomington 1997 — 2001
Bachelor of Arts (BA), Spanish Language and Literature
Kovitz Investment Group September 2015 - Present
RMB Capital Management August 2012 - August 2015
US Trust June 2008 - October 2011
LaSalle Bank June 2004 - July 2006
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
Master of Business Administration (MBA), Finance, General
Indiana University Bloomington 1997 — 2001
Bachelor of Arts (BA), Spanish Language and Literature
Rebecca Greenhill's RMB Capital Management Experience March 2005 - Present
Job Senior Executive Assistant at RMB Capital Management
Industry Financial Services
Experience
RMB Capital Management March 2005 - Present
Skills
Asset Allocation, Wealth Management, Investments, Financial Analysis, Asset Managment, Portfolio Management, Asset Management, Equities, Securities, Financial Services, Mutual Funds
Education
East Carolina University 2001 — 2003
RMB Capital Management March 2005 - Present
Skills
Asset Allocation, Wealth Management, Investments, Financial Analysis, Asset Managment, Portfolio Management, Asset Management, Equities, Securities, Financial Services, Mutual Funds
Education
East Carolina University 2001 — 2003
Chip Travis's RMB Capital Management Experience April 2007 - Present
Job Senior Advisor at RMB Capital Management
Industry Financial Services
Experience
RMB Capital Management April 2007 - Present
Noddings Investment Group January 1990 - April 2007
Prudential Financial January 1986 - January 1990
Skills
Direct Sales
Education
Tulane University 1972 — 1976
BA, History
Taft School 1968 — 1972
High school
RMB Capital Management April 2007 - Present
Noddings Investment Group January 1990 - April 2007
Prudential Financial January 1986 - January 1990
Skills
Direct Sales
Education
Tulane University 1972 — 1976
BA, History
Taft School 1968 — 1972
High school
Patrick Gruber, CFP®'s RMB Capital Management Experience May 2011 - January 2014
Job Sales Consultant
Industry Investment Management
Experience
AssetMark March 2014 - Present
RMB Capital Management May 2011 - January 2014
AllianceBernstein November 2006 - April 2011
RBC Dain Rauscher 2005 - 2005
Skills
Wealth Management, Investment Management, Retirement Planning, Series 65, Certified Financial...
Education
Creighton University 2002 — 2006
BSBA, Finance
Creighton Prep 1998 — 2002
AssetMark March 2014 - Present
RMB Capital Management May 2011 - January 2014
AllianceBernstein November 2006 - April 2011
RBC Dain Rauscher 2005 - 2005
Skills
Wealth Management, Investment Management, Retirement Planning, Series 65, Certified Financial...
Education
Creighton University 2002 — 2006
BSBA, Finance
Creighton Prep 1998 — 2002
Zach Norris, CFA's RMB Capital Management Experience June 2008 - August 2008
Job Vice President at SVB Financial Group
Industry Banking
Experience
SVB Financial Group September 2014 - Present
SVB Financial Group October 2010 - September 2014
Advanced Systems Group April 2010 - October 2010
Advanced Systems Group May 2009 - April 2010
RMB Capital Management June 2008 - August 2008
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Bachelor of Science (BS), Finance
SVB Financial Group September 2014 - Present
SVB Financial Group October 2010 - September 2014
Advanced Systems Group April 2010 - October 2010
Advanced Systems Group May 2009 - April 2010
RMB Capital Management June 2008 - August 2008
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Bachelor of Science (BS), Finance
Kayur G. Patel's RMB Capital Management Experience 2005 - 2006
Job Tax Manager at PwC
Industry Accounting
Experience
PwC July 2014 - Present
PricewaterhouseCoopers July 2011 - July 2014
PwC July 2009 - July 2011
PwC 2008 - 2008
RMB Capital Management 2005 - 2006
Skills
Tax Accounting, Tax, Corporate Tax, Tax Research, Financial Analysis, US GAAP, SEC filings, Income Tax, Internal Controls, GAAP, International Tax
Education
DePaul University
PwC July 2014 - Present
PricewaterhouseCoopers July 2011 - July 2014
PwC July 2009 - July 2011
PwC 2008 - 2008
RMB Capital Management 2005 - 2006
Skills
Tax Accounting, Tax, Corporate Tax, Tax Research, Financial Analysis, US GAAP, SEC filings, Income Tax, Internal Controls, GAAP, International Tax
Education
DePaul University
Mark Ferrici's RMB Capital Management Experience August 2005 - May 2007
Job Senior Front Office Liaison/CRD Specialist at Nuveen Investments
Industry Real Estate
Experience
Nuveen Investments May 2011 - Present
RREEF June 2007 - May 2011
RMB Capital Management August 2005 - May 2007
Harris Associates 2001 - 2005
Nordstrom 1995 - 2000
Skills
Equities, Fixed Income, Bloomberg, Trading Systems, Asset Management, Securities, Portfolio Management, Options, Hedge Funds, Mutual Funds, Trading, Investments, Capital Markets, Asset Allocation, Electronic Trading, Derivatives, Bonds, Valuation, Financial Services
Education
DePaul University 1998 — 2001
Bachelor's Degree, Finance
Nuveen Investments May 2011 - Present
RREEF June 2007 - May 2011
RMB Capital Management August 2005 - May 2007
Harris Associates 2001 - 2005
Nordstrom 1995 - 2000
Skills
Equities, Fixed Income, Bloomberg, Trading Systems, Asset Management, Securities, Portfolio Management, Options, Hedge Funds, Mutual Funds, Trading, Investments, Capital Markets, Asset Allocation, Electronic Trading, Derivatives, Bonds, Valuation, Financial Services
Education
DePaul University 1998 — 2001
Bachelor's Degree, Finance
Jeanine Meola's RMB Capital Management Experience April 2008 - December 2009
Job Director, Institutional Sales at Optimum Investment Advisors
Industry Investment Management
Experience
Optimum Investment Advisors January 2010 - Present
RMB Capital Management April 2008 - December 2009
Harris Associates February 1989 - April 2008
Education
DePaul University
BA, Liberal Arts
Optimum Investment Advisors January 2010 - Present
RMB Capital Management April 2008 - December 2009
Harris Associates February 1989 - April 2008
Education
DePaul University
BA, Liberal Arts
Jeanine Meola's RMB Capital Management Experience April 2008 - December 2009
Job Director, Institutional Sales at Fairpointe Capital LLC
Industry Financial Services
Experience
Fairpointe Capital LLC May 2011 - Present
RMB Capital Management April 2008 - December 2009
Harris Associates 1989 - 2008
Skills
Mutual Funds, Equities, Compliance, Securities
Education
DePaul University
BS, Liberal Arts and Sciences/Liberal Studies
Fairpointe Capital LLC May 2011 - Present
RMB Capital Management April 2008 - December 2009
Harris Associates 1989 - 2008
Skills
Mutual Funds, Equities, Compliance, Securities
Education
DePaul University
BS, Liberal Arts and Sciences/Liberal Studies
Hillary White's RMB Capital Management Experience December 2012 - Present
Job Intern at RMB Capital Management
Industry Legal Services
Experience
RMB Capital Management December 2012 - Present
Borders September 2001 - September 2011
Education
Loyola University of Chicago 2011 — 2013
Post-baccalaureate certificate, Paralegal Studies
Indiana University Bloomington 1993 — 1994
Masters, Library Science
Earlham College 1989 — 1993
Bachelor of Arts (B.A.), Management/Arts
RMB Capital Management December 2012 - Present
Borders September 2001 - September 2011
Education
Loyola University of Chicago 2011 — 2013
Post-baccalaureate certificate, Paralegal Studies
Indiana University Bloomington 1993 — 1994
Masters, Library Science
Earlham College 1989 — 1993
Bachelor of Arts (B.A.), Management/Arts
Larry Banks's RMB Capital Management Experience March 2006 - January 2009
Job Financial Services Professional
Industry Financial Services
Experience
US Bank Global Corporate Trust, Structured Finance June 2014 - August 2015
Independent Forex Trader August 2013 - June 2014
Calamos Investments 2011 - 2013
BridgePortfolio August 2009 - February 2010
RMB Capital Management March 2006 - January 2009
LaSalle Bank December 2002 - March 2006
Brokerage Consultants Inc. March 2002 - September 2002
Goldman Sachs August 1999 - July 2001
Skills
Investments, Equities, Portfolio Management, Fixed Income, Wealth Management, Bloomberg, Mutual Funds, Securities, Asset Management, Derivatives, Advent Suite:..., Microsoft Office, VBA, Linux, FIX, Forwards, Financial Futures, Trading Systems, Electronic Trading, GIM2, Charles River IMS, Security APL, DTC, Unix, SQL, Script Editing, Perl Script, Convertible Securities, Convertible Bonds, CDO, CDO Suite, CLO, Compliance Modeling, Structured Finance, Trading
Education
New York Institute of Finance 1996 — 2000
Professional, Investments - Financial Mathematics
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Arts (B.A.), Economics
US Bank Global Corporate Trust, Structured Finance June 2014 - August 2015
Independent Forex Trader August 2013 - June 2014
Calamos Investments 2011 - 2013
BridgePortfolio August 2009 - February 2010
RMB Capital Management March 2006 - January 2009
LaSalle Bank December 2002 - March 2006
Brokerage Consultants Inc. March 2002 - September 2002
Goldman Sachs August 1999 - July 2001
Skills
Investments, Equities, Portfolio Management, Fixed Income, Wealth Management, Bloomberg, Mutual Funds, Securities, Asset Management, Derivatives, Advent Suite:..., Microsoft Office, VBA, Linux, FIX, Forwards, Financial Futures, Trading Systems, Electronic Trading, GIM2, Charles River IMS, Security APL, DTC, Unix, SQL, Script Editing, Perl Script, Convertible Securities, Convertible Bonds, CDO, CDO Suite, CLO, Compliance Modeling, Structured Finance, Trading
Education
New York Institute of Finance 1996 — 2000
Professional, Investments - Financial Mathematics
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Arts (B.A.), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY