Rothschild Investment Corporation
Description
Address: 311 S Wacker Dr #6500, Chicago, IL 60606 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (312) 983-8956Category: : : : : : Website: : Hours: Place name: Website: http://www.rothschildinv.com/ Category: Investment company 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.Add missing informationAdd business hours 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 Rothschild Investment Corporation Posting publicly on the Web Write a review Reviews 1 Google review
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Rothschild Investment Corporation Employees
Employee
Years
Job
Industry
Heather Hilgers Heather Hilgers's Rothschild Investment Corporation Experience May 2013 - August 2013
Job Assistant Vice President Senior Compliance Analyst at Citi
Industry Financial Services
Experience
Citi December 2014 - Present
HFR Asset Management October 2013 - June 2014
LexisNexis October 2013 - April 2014
Rothschild Investment Corporation May 2013 - August 2013
Skills
Hedge Funds, Securities Regulation, General Corporate..., Investment Advisers Act, Legal Research, Dodd-Frank, Commodity Pools, ERISA, Legal Writing, Derivatives, Equities
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2012 — 2014
Doctor of Law (J.D.), cum laude, Certificate in Business Law, 3.52/4.00
Creighton University School of Law 2011 — 2012
Doctor of Law (J.D.)
Iowa State University 2008 — 2011
Bachelor of Arts (B.A.)
Citi December 2014 - Present
HFR Asset Management October 2013 - June 2014
LexisNexis October 2013 - April 2014
Rothschild Investment Corporation May 2013 - August 2013
Skills
Hedge Funds, Securities Regulation, General Corporate..., Investment Advisers Act, Legal Research, Dodd-Frank, Commodity Pools, ERISA, Legal Writing, Derivatives, Equities
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2012 — 2014
Doctor of Law (J.D.), cum laude, Certificate in Business Law, 3.52/4.00
Creighton University School of Law 2011 — 2012
Doctor of Law (J.D.)
Iowa State University 2008 — 2011
Bachelor of Arts (B.A.)
John Baker Welch John Baker Welch's Rothschild Investment Corporation Experience 1988 - March 2013
Job Vice President at William Blair & Company
Industry Financial Services
Experience
William Blair & Company March 2013 - Present
Rothschild Investment Corporation 1988 - March 2013
InfoTouch Corp. 2006 - 2012
Skills
Investments, 401k, Portfolio Management, Retirement Planning, Investment Management, Finance, Equities, Securities, Investment Advisory, Series 7, Wealth Management, Asset Management, Private Equity, Estate Planning, Pensions, Mutual Funds, Financial Markets, Financial Advisory, Investment Strategies, Options
Education
New York Institute of Finance 1977 — 1979
Finance and Financial Management Services
Carthage College 1972 — 1976
Bachelor of Science, Business/Economics-Political Science
William Blair & Company March 2013 - Present
Rothschild Investment Corporation 1988 - March 2013
InfoTouch Corp. 2006 - 2012
Skills
Investments, 401k, Portfolio Management, Retirement Planning, Investment Management, Finance, Equities, Securities, Investment Advisory, Series 7, Wealth Management, Asset Management, Private Equity, Estate Planning, Pensions, Mutual Funds, Financial Markets, Financial Advisory, Investment Strategies, Options
Education
New York Institute of Finance 1977 — 1979
Finance and Financial Management Services
Carthage College 1972 — 1976
Bachelor of Science, Business/Economics-Political Science
Chad (Chadwick) Schlett Chad (Chadwick) Schlett's Rothschild Investment Corporation Experience January 2015 - Present
Job Assistant Portfolio Manager at Rothschild Investment Corporation.
Industry Financial Services
Experience
Rothschild Investment Corporation January 2015 - Present
Rothschild Investment Corporation June 2014 - Present
Rothschild Investment Corporation January 2014 - May 2014
Debtors Legal Clinic September 2013 - December 2013
Xavier University Student Investment Fund January 2013 - May 2013
Xavier University Student Investment Fund August 2012 - December 2012
Greater Cincinnati Energy Alliance January 2012 - December 2012
Skills
Data Analysis, Microsoft Office, Financial Analysis, Financial Management, Excel, PowerPoint, Public Speaking, Financial Reporting, Microsoft Excel, Nonprofits, Leadership, Finance, Analysis, Valuation, Management
Education
Xavier University Williams College of Business 2010 — 2013
BSBA, Finance with minor in Economics, Cum Laude
Chicago-Kent College of Law, Illinois Institute of Technology
Juris Doctor, Business Law Certificate Program, 1L
Xavier University Greece Study Abroad Program 2012 — 2012
Bowling Green State University Firelands Campus 2008 — 2010
CFA Program
2016 Level II Candidate in the CFA Program
Rothschild Investment Corporation January 2015 - Present
Rothschild Investment Corporation June 2014 - Present
Rothschild Investment Corporation January 2014 - May 2014
Debtors Legal Clinic September 2013 - December 2013
Xavier University Student Investment Fund January 2013 - May 2013
Xavier University Student Investment Fund August 2012 - December 2012
Greater Cincinnati Energy Alliance January 2012 - December 2012
Skills
Data Analysis, Microsoft Office, Financial Analysis, Financial Management, Excel, PowerPoint, Public Speaking, Financial Reporting, Microsoft Excel, Nonprofits, Leadership, Finance, Analysis, Valuation, Management
Education
Xavier University Williams College of Business 2010 — 2013
BSBA, Finance with minor in Economics, Cum Laude
Chicago-Kent College of Law, Illinois Institute of Technology
Juris Doctor, Business Law Certificate Program, 1L
Xavier University Greece Study Abroad Program 2012 — 2012
Bowling Green State University Firelands Campus 2008 — 2010
CFA Program
2016 Level II Candidate in the CFA Program
Peter Duong Peter Duong's Rothschild Investment Corporation Experience May 2007 - Present
Job Real Estate Broker at Coldwell Banker
Industry Financial Services
Experience
Coldwell Banker September 2012 - Present
Rothschild Investment Corporation May 2007 - Present
Skills
Retirement Planning, IRAs, Investments, Real Estate, Trading, Equity Trading, Equities, Series 7, Residential Homes, 401k
Education
University of Illinois at Chicago
Coldwell Banker September 2012 - Present
Rothschild Investment Corporation May 2007 - Present
Skills
Retirement Planning, IRAs, Investments, Real Estate, Trading, Equity Trading, Equities, Series 7, Residential Homes, 401k
Education
University of Illinois at Chicago
Kyle Daniel Simpson's Rothschild Investment Corporation Experience June 2014 - June 2015
Job Financial Analyst Intern at Heidrick & Struggles
Industry Financial Services
Experience
Heidrick & Struggles June 2015 - Present
Rothschild Investment Corporation June 2014 - June 2015
London & Partners September 2014 - December 2014
Skills
Teamwork, Microsoft Office, Financial Analysis, Leadership, Research, Customer Service, Sales, Database Administration, Current Affairs, Communication, Data Analysis, Public Speaking, Social Media Marketing, Cold Calling, Bloomberg, Financial Modeling, Valuation
Education
DePaul University - Richard H. Driehaus College of Business 2012 — 2016
Finance, Junior
Heidrick & Struggles June 2015 - Present
Rothschild Investment Corporation June 2014 - June 2015
London & Partners September 2014 - December 2014
Skills
Teamwork, Microsoft Office, Financial Analysis, Leadership, Research, Customer Service, Sales, Database Administration, Current Affairs, Communication, Data Analysis, Public Speaking, Social Media Marketing, Cold Calling, Bloomberg, Financial Modeling, Valuation
Education
DePaul University - Richard H. Driehaus College of Business 2012 — 2016
Finance, Junior
Christopher Czachor Christopher Czachor's Rothschild Investment Corporation Experience December 2003 - January 2005
Job R&R Marketing Manager at James Hardie Building Products
Industry Marketing and Advertising
Experience
James Hardie Building Products December 2013 - Present
CBD Marketing October 2012 - December 2013
The Weinstein Organization 2008 - 2012
Kovitz Investment Group, LLC 2003 - 2008
Rothschild Investment Corporation December 2003 - January 2005
Skills
Market Research, Direct Marketing, Social Media Marketing, Marketing Strategy, Account Management, Marketing Communications, Digital Marketing, Marketing, Key Account Management, Project Management, Building Relationships, Strategic Planning, Market Analysis, Forecasting, Marketing Analytics, Online Marketing, Advertising, Media Planning, Direct Response, Reports, Presentations, Staff Management, Train Staff, Microsoft Office, Computer Proficiency, Business Development, B2B, Social Media
Education
DePaul University 2001 — 2005
B.S., Commerce-Finance
James Hardie Building Products December 2013 - Present
CBD Marketing October 2012 - December 2013
The Weinstein Organization 2008 - 2012
Kovitz Investment Group, LLC 2003 - 2008
Rothschild Investment Corporation December 2003 - January 2005
Skills
Market Research, Direct Marketing, Social Media Marketing, Marketing Strategy, Account Management, Marketing Communications, Digital Marketing, Marketing, Key Account Management, Project Management, Building Relationships, Strategic Planning, Market Analysis, Forecasting, Marketing Analytics, Online Marketing, Advertising, Media Planning, Direct Response, Reports, Presentations, Staff Management, Train Staff, Microsoft Office, Computer Proficiency, Business Development, B2B, Social Media
Education
DePaul University 2001 — 2005
B.S., Commerce-Finance
Maggie Lisman's Rothschild Investment Corporation Experience August 2010 - August 2011
Job Academic Programs Coordinator at Shelburne Museum
Industry Fine Art
Experience
Shelburne Museum May 2014 - Present
Smithsonian Institution May 2013 - February 2014
American Museum of Natural History January 2013 - May 2013
Museum of Arts and Design 2012 - May 2013
Museum of the City of New York June 2012 - August 2012
Rothschild Investment Corporation August 2010 - August 2011
The Morgan Library & Museum 2011 - June 2011
Deborah Bell Photographs Gallery December 2010 - January 2011
Brooklyn Botanic Garden 2011 - 2011
Historic House Trust August 2010 - December 2010
Skills
Social Media, Social Media Marketing, Art History, Editing, Research, PowerPoint, Community Outreach, Social Networking, Fundraising, Event Planning, Grant Writing, Museum Collections, Non-profits, Press Releases, History, Event Management, Teaching, Museum Education, Nonprofits, Museums
Education
Bank Street College of Education 2011 — 2013
MA, Museum Education
University of Vermont 2006 — 2010
Bachelor of Arts, History
The Hewitt School 2004 — 2006
Shelburne Museum May 2014 - Present
Smithsonian Institution May 2013 - February 2014
American Museum of Natural History January 2013 - May 2013
Museum of Arts and Design 2012 - May 2013
Museum of the City of New York June 2012 - August 2012
Rothschild Investment Corporation August 2010 - August 2011
The Morgan Library & Museum 2011 - June 2011
Deborah Bell Photographs Gallery December 2010 - January 2011
Brooklyn Botanic Garden 2011 - 2011
Historic House Trust August 2010 - December 2010
Skills
Social Media, Social Media Marketing, Art History, Editing, Research, PowerPoint, Community Outreach, Social Networking, Fundraising, Event Planning, Grant Writing, Museum Collections, Non-profits, Press Releases, History, Event Management, Teaching, Museum Education, Nonprofits, Museums
Education
Bank Street College of Education 2011 — 2013
MA, Museum Education
University of Vermont 2006 — 2010
Bachelor of Arts, History
The Hewitt School 2004 — 2006
Alex Crevi Alex Crevi's Rothschild Investment Corporation Experience October 2006 - Present
Job Vice President at Rothschild Investment Corporation
Industry Investment Management
Experience
The Bra Lab January 2015 - Present
Rothschild Investment Corporation October 2006 - Present
Skills
Portfolio Management, Investments, Asset Allocation, Social Media Marketing, Program Management, Equities, Series 7, IRAs, Management, 401k, Retirement Planning, Strategic Planning
Education
Boston University Questrom School of Business 2001 — 2005
Francis W. Parker School
The Bra Lab January 2015 - Present
Rothschild Investment Corporation October 2006 - Present
Skills
Portfolio Management, Investments, Asset Allocation, Social Media Marketing, Program Management, Equities, Series 7, IRAs, Management, 401k, Retirement Planning, Strategic Planning
Education
Boston University Questrom School of Business 2001 — 2005
Francis W. Parker School
Christian Geringer, CFP® Christian Geringer, CFP®'s Rothschild Investment Corporation Experience April 2003 - Present
Job Portfolio Manager at Rothschild Investment Corporation
Industry Financial Services
Experience
Rothschild Investment Corporation April 2003 - Present
Education
Northwestern University School of Continuing Studies 2010 — 2011
CERTIFIED FINANCIAL PLANNER™ Education Program
Columbia College Chicago 1997 — 2001
Rothschild Investment Corporation April 2003 - Present
Education
Northwestern University School of Continuing Studies 2010 — 2011
CERTIFIED FINANCIAL PLANNER™ Education Program
Columbia College Chicago 1997 — 2001
Eric Kolkey Eric Kolkey's Rothschild Investment Corporation Experience June 2005 - Present
Job Business Development at Rothschild
Industry Financial Services
Experience
Rothschild Investment Corporation June 2005 - Present
Midwest Visual November 1984 - February 1995
COD/Eric Nihilist Presents February 1977 - October 1984
Skills
Business Development, Entrepreneurship, Digital Marketing, New Business Development, Relationship Management, Social Media Marketing, Social Media, Strategic Partnerships, Strategic Planning, Sales Management, Market Research, Social Networking, Investments, Start-ups, Leadership, Marketing, Business Planning, CRM, Competitive Analysis, Strategy, Direct Marketing, Brand Development, Portfolio Management, Integrated Marketing, Online Advertising, Analytics, Digital Media, Brand Management, Digital Strategy, Online Marketing, Mobile Marketing, Product Marketing, B2B, Market Analysis, Advertising, Product Management, Salesforce.com, Email Marketing, 401k, Executive Management
Education
Columbia College Chicago
Rothschild Investment Corporation June 2005 - Present
Midwest Visual November 1984 - February 1995
COD/Eric Nihilist Presents February 1977 - October 1984
Skills
Business Development, Entrepreneurship, Digital Marketing, New Business Development, Relationship Management, Social Media Marketing, Social Media, Strategic Partnerships, Strategic Planning, Sales Management, Market Research, Social Networking, Investments, Start-ups, Leadership, Marketing, Business Planning, CRM, Competitive Analysis, Strategy, Direct Marketing, Brand Development, Portfolio Management, Integrated Marketing, Online Advertising, Analytics, Digital Media, Brand Management, Digital Strategy, Online Marketing, Mobile Marketing, Product Marketing, B2B, Market Analysis, Advertising, Product Management, Salesforce.com, Email Marketing, 401k, Executive Management
Education
Columbia College Chicago
Joshua Lamers Joshua Lamers's Rothschild Investment Corporation Experience June 2010 - March 2013
Job Executive Sales Assistant at William Blair & Company
Industry Financial Services
Experience
William Blair & Company March 2013 - Present
Rothschild Investment Corporation June 2010 - March 2013
Big Foot Country Club May 2009 - September 2009
Northwestern Mutual March 2008 - July 2008
Skills
Investments, Retirement Planning, Portfolio Management, Financial Advisory, 401k, Mutual Funds, Asset Allocation, Wealth Management, Insurance, High Net Worth..., Finance, Strategy, Financial Analysis, Fixed Income, Financial Services, Investment Advisory, Financial Modeling, Alternative Investments, Derivatives, Financial Markets, Investment Management, Investment Strategies, Strategic Financial...
Education
Carthage College 2006 — 2010
B.A., International Political Economy
Simley High School
William Blair & Company March 2013 - Present
Rothschild Investment Corporation June 2010 - March 2013
Big Foot Country Club May 2009 - September 2009
Northwestern Mutual March 2008 - July 2008
Skills
Investments, Retirement Planning, Portfolio Management, Financial Advisory, 401k, Mutual Funds, Asset Allocation, Wealth Management, Insurance, High Net Worth..., Finance, Strategy, Financial Analysis, Fixed Income, Financial Services, Investment Advisory, Financial Modeling, Alternative Investments, Derivatives, Financial Markets, Investment Management, Investment Strategies, Strategic Financial...
Education
Carthage College 2006 — 2010
B.A., International Political Economy
Simley High School
Jeremy Brongiel's Rothschild Investment Corporation Experience August 2012 - April 2013
Job Corporate Account Executive at VISANOW Global Immigration
Industry Staffing and Recruiting
Experience
VISANOW Global Immigration June 2015 - Present
Tech USA April 2013 - June 2015
Rothschild Investment Corporation August 2012 - April 2013
Delta Sonic May 2009 - August 2012
Skills
Sales, Sales Management, Leadership, Social Media, Highly motivated..., Self-driven, Building Relationships, Time Management, Team-oriented, Cold Calling, Relationship Management, Business Development, Recruiting, New Business Development, Strategic Planning, Human Resources, Talent Acquisition, Social Networking, Teamwork, Relationship Building
Education
Saint Xavier University
Bachelor of Arts and Sciences, Sociology/ Psychology
VISANOW Global Immigration June 2015 - Present
Tech USA April 2013 - June 2015
Rothschild Investment Corporation August 2012 - April 2013
Delta Sonic May 2009 - August 2012
Skills
Sales, Sales Management, Leadership, Social Media, Highly motivated..., Self-driven, Building Relationships, Time Management, Team-oriented, Cold Calling, Relationship Management, Business Development, Recruiting, New Business Development, Strategic Planning, Human Resources, Talent Acquisition, Social Networking, Teamwork, Relationship Building
Education
Saint Xavier University
Bachelor of Arts and Sciences, Sociology/ Psychology
Suzanne Jessup's Rothschild Investment Corporation Experience June 2004 - Present
Job Executive Assistant @ Rothschild Inv Co
Industry Financial Services
Experience
Rothschild Investment Corporation June 2004 - Present
Morgan Stanley Smith Barney 1999 - 2004
Cowen and Company 1997 - 1999
ABN AMRO Clearing Chicago LLC 1994 - 1997
Dreher Advisory Services, PLLC 1987 - 1994
Skills
New Business Development, Sales, Investments, Equities, Series 7, Trading, Social Media, Securities, Microsoft Office, Management, Financial Services
Education
Indiana University Bloomington
Rothschild Investment Corporation June 2004 - Present
Morgan Stanley Smith Barney 1999 - 2004
Cowen and Company 1997 - 1999
ABN AMRO Clearing Chicago LLC 1994 - 1997
Dreher Advisory Services, PLLC 1987 - 1994
Skills
New Business Development, Sales, Investments, Equities, Series 7, Trading, Social Media, Securities, Microsoft Office, Management, Financial Services
Education
Indiana University Bloomington
Rodrigo Guzman-Sanchez Rodrigo Guzman-Sanchez's Rothschild Investment Corporation Experience July 2009 - August 2011
Job Associate Consultant at HydroGeoSense, Inc
Industry Mining & Metals
Experience
HydroGeoSense, Inc September 2013 - Present
Green Fields Country Day School October 2013 - Present
Brooklyn Kava October 2012 - Present
Rothschild Investment Corporation July 2009 - August 2011
McFarland Law Offices May 2005 - August 2005
ARCADIS May 2004 - August 2004
Skills
Fluent Spanish, Conversational French, MS Office Suite, iWork, Advent Axys, Proficient in NetEx360, Spanish, Microsoft Office, Research, PowerPoint, Microsoft Word, Editing
Education
University of Southern California 2013 — 2015
Master's degree, Teacher Education and Professional Development, Specific Subject Areas
Kenyon College 2005 — 2009
Bachelor of Arts, History
Northwestern University 2009 — 2010
Political Philosophy and; International Politics
Green Fields Country Day School 2000 — 2005
High School Diploma
HydroGeoSense, Inc September 2013 - Present
Green Fields Country Day School October 2013 - Present
Brooklyn Kava October 2012 - Present
Rothschild Investment Corporation July 2009 - August 2011
McFarland Law Offices May 2005 - August 2005
ARCADIS May 2004 - August 2004
Skills
Fluent Spanish, Conversational French, MS Office Suite, iWork, Advent Axys, Proficient in NetEx360, Spanish, Microsoft Office, Research, PowerPoint, Microsoft Word, Editing
Education
University of Southern California 2013 — 2015
Master's degree, Teacher Education and Professional Development, Specific Subject Areas
Kenyon College 2005 — 2009
Bachelor of Arts, History
Northwestern University 2009 — 2010
Political Philosophy and; International Politics
Green Fields Country Day School 2000 — 2005
High School Diploma
James Gaines, CFA James Gaines, CFA's Rothschild Investment Corporation Experience September 2008 - July 2012
Job Wealth Specialist, Mesirow Wealth Advisors
Industry Investment Management
Experience
Mesirow Financial February 2015 - Present
Saxony Capital Management, LLC July 2012 - February 2015
Rothschild Investment Corporation September 2008 - July 2012
Education
Santa Clara University 2003 — 2007
Bachelor of Science (BSc), Economics
New Trier High School 1999 — 2003
Mesirow Financial February 2015 - Present
Saxony Capital Management, LLC July 2012 - February 2015
Rothschild Investment Corporation September 2008 - July 2012
Education
Santa Clara University 2003 — 2007
Bachelor of Science (BSc), Economics
New Trier High School 1999 — 2003
Jonathan Bulwa's Rothschild Investment Corporation Experience May 2013 - August 2013
Job Analyst, Strategic Consulting at JLL
Industry Commercial Real Estate
Experience
JLL June 2015 - Present
Cure It On The Court Foundation January 2008 - Present
Cerner Corporation August 2014 - May 2015
Rothschild Investment Corporation May 2013 - August 2013
Robert F. Kennedy Foundation of Europe January 2013 - May 2013
Katten Muchin Rosenman LLP June 2010 - August 2010
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BS), Economics
University of Illinois at Urbana-Champaign 2010 — 2014
Minor, Political Science
JLL June 2015 - Present
Cure It On The Court Foundation January 2008 - Present
Cerner Corporation August 2014 - May 2015
Rothschild Investment Corporation May 2013 - August 2013
Robert F. Kennedy Foundation of Europe January 2013 - May 2013
Katten Muchin Rosenman LLP June 2010 - August 2010
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BS), Economics
University of Illinois at Urbana-Champaign 2010 — 2014
Minor, Political Science
Allan Crevi Allan Crevi's Rothschild Investment Corporation Experience PartnerStein Roe & FarnhamOctober 1969 - June 1996
Job Vice President at Rothschild Investment Corporation
Industry Financial Services
Experience
Rothschild Investment Corporation PartnerStein Roe & FarnhamOctober 1969 - June 1996
Education
Cornell University
BEE, Electrical and Electronics Engineering
Rothschild Investment Corporation PartnerStein Roe & FarnhamOctober 1969 - June 1996
Education
Cornell University
BEE, Electrical and Electronics Engineering
Don Asuncion's Rothschild Investment Corporation Experience April 2006 - July 2008
Job Client Advisor at Laurel BMW
Industry Marketing and Advertising
Experience
Laurel BMW May 2012 - Present
2 Big Division February 2010 - August 2012
Ogilvy & Mather January 2012 - February 2012
Teavana November 2009 - January 2012
Leo Burnett Italia August 2010 - October 2010
Stevens & Tate April 2008 - July 2009
Rothschild Investment Corporation April 2006 - July 2008
Skills
Team Management, Leadership Skills, Project Management, Resource Allocation, Performance Management, Organizational..., Detailed Analysis, Analytical Thinking, Team Building, Typography, Logo Design, Email Marketing, Illustrator, Photoshop, Layout, User Experience, Photography, Promotions
Education
DePaul University 2004 — 2007
Bachelor's Degree, Computing and Digital Media
College of DuPage 2001 — 2003
Associates Degree, Fine Arts
Laurel BMW May 2012 - Present
2 Big Division February 2010 - August 2012
Ogilvy & Mather January 2012 - February 2012
Teavana November 2009 - January 2012
Leo Burnett Italia August 2010 - October 2010
Stevens & Tate April 2008 - July 2009
Rothschild Investment Corporation April 2006 - July 2008
Skills
Team Management, Leadership Skills, Project Management, Resource Allocation, Performance Management, Organizational..., Detailed Analysis, Analytical Thinking, Team Building, Typography, Logo Design, Email Marketing, Illustrator, Photoshop, Layout, User Experience, Photography, Promotions
Education
DePaul University 2004 — 2007
Bachelor's Degree, Computing and Digital Media
College of DuPage 2001 — 2003
Associates Degree, Fine Arts
Robert Steiner Jr.'s Rothschild Investment Corporation Experience November 2010 - April 2014
Job Financial Advisor Registered Representative and Investment Advisor Representative at U.S. Bank
Industry Investment Management
Experience
U.S. Bank April 2014 - Present
Rothschild Investment Corporation November 2010 - April 2014
AT&T Mobility 1999 - October 2010
Equity Lifestyle Properties, Inc. (NYSE: ELS) February 1996 - October 1997
United States Embassy - Madrid, Spain August 1995 - December 1995
N/A March 1995 - December 1995
Skills
Relationship Management, Consulting, Investments, Market Research, Analysis, Series 7, Wealth Management, Strategy, Start-ups, Marketing, Portfolio Management, Finance, Business Development, Direct Sales, Team Building, CRM, Management, Sales, Cross-functional Team..., Solution Selling, Executive Management, Sales Management, Account Management, Program Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2007
MBA, Marketing
Northwestern University 1996 — 1997
Finance and Business Law
University of Wisconsin-Madison 1990 — 1994
BA, History (Spanish minor)
The Latin School of Chicago
U.S. Bank April 2014 - Present
Rothschild Investment Corporation November 2010 - April 2014
AT&T Mobility 1999 - October 2010
Equity Lifestyle Properties, Inc. (NYSE: ELS) February 1996 - October 1997
United States Embassy - Madrid, Spain August 1995 - December 1995
N/A March 1995 - December 1995
Skills
Relationship Management, Consulting, Investments, Market Research, Analysis, Series 7, Wealth Management, Strategy, Start-ups, Marketing, Portfolio Management, Finance, Business Development, Direct Sales, Team Building, CRM, Management, Sales, Cross-functional Team..., Solution Selling, Executive Management, Sales Management, Account Management, Program Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2007
MBA, Marketing
Northwestern University 1996 — 1997
Finance and Business Law
University of Wisconsin-Madison 1990 — 1994
BA, History (Spanish minor)
The Latin School of Chicago
Ted Rupp's Rothschild Investment Corporation Experience August 1999 - October 2003
Job Principal at Kovitz Investment Group, LLC
Industry Investment Management
Experience
Kovitz Private Holdings, LLC September 2011 - Present
Kovitz Investment Group, LLC October 2003 - Present
Rothschild Investment Corporation August 1999 - October 2003
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA
DePaul University 1998 — 2002
Kovitz Private Holdings, LLC September 2011 - Present
Kovitz Investment Group, LLC October 2003 - Present
Rothschild Investment Corporation August 1999 - October 2003
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA
DePaul University 1998 — 2002
Bart Bonga's Rothschild Investment Corporation Experience 1996 - Present
Job President of Rothschild Investment Corporation
Industry Financial Services
Experience
Rothschild Investment Corporation 1996 - Present
Skills
Investments, Retirement Planning, Portfolio Management, 401k, Pensions, Mutual Funds, Alternative Investments, Asset Management, Business Planning, Equities, Securities, Leadership, Wealth Management, Investment Advisory, Asset Allocation, Private Equity, Financial Advisory, Financial Modeling, Retirement, Valuation, Investment Strategies, ERISA, Financial Analysis, Due Diligence, Strategic Financial..., IRAs, Options
Education
Biola University 1992 — 1996
Business
Rothschild Investment Corporation 1996 - Present
Skills
Investments, Retirement Planning, Portfolio Management, 401k, Pensions, Mutual Funds, Alternative Investments, Asset Management, Business Planning, Equities, Securities, Leadership, Wealth Management, Investment Advisory, Asset Allocation, Private Equity, Financial Advisory, Financial Modeling, Retirement, Valuation, Investment Strategies, ERISA, Financial Analysis, Due Diligence, Strategic Financial..., IRAs, Options
Education
Biola University 1992 — 1996
Business
Morgan Kay Phelps's Rothschild Investment Corporation Experience August 2007 - July 2009
Job Senior Editor/Afternoon, Evening and Weekend Coordinator at The ABIS Group
Industry Writing and Editing
Experience
The ABIS Group July 2009 - Present
Various Media Outlets April 2008 - Present
Rothschild Investment Corporation August 2007 - July 2009
Columbia College Chicago January 2008 - December 2008
Chicago Agent Publishing June 2008 - August 2008
The Durand Corporation May 2007 - August 2007
West End Word January 2007 - May 2007
Skills
Editing, Blogging, Online Journalism, Creative Writing, Copy Editing, Social Networking, Journalism, Fact-checking, Marketing, Writing, Social Media, Press Releases, Facebook, InDesign, Public Relations, Social Media Marketing, Proofreading, Newsletters, Cyber-security
Education
University of Maryland University College 2014 — 2016
Master of Science (MS)
Foothill College 2011 — 2011
Columbia College Chicago 2007 — 2008
B.A.
Saint Louis University 2005 — 2007
The ABIS Group July 2009 - Present
Various Media Outlets April 2008 - Present
Rothschild Investment Corporation August 2007 - July 2009
Columbia College Chicago January 2008 - December 2008
Chicago Agent Publishing June 2008 - August 2008
The Durand Corporation May 2007 - August 2007
West End Word January 2007 - May 2007
Skills
Editing, Blogging, Online Journalism, Creative Writing, Copy Editing, Social Networking, Journalism, Fact-checking, Marketing, Writing, Social Media, Press Releases, Facebook, InDesign, Public Relations, Social Media Marketing, Proofreading, Newsletters, Cyber-security
Education
University of Maryland University College 2014 — 2016
Master of Science (MS)
Foothill College 2011 — 2011
Columbia College Chicago 2007 — 2008
B.A.
Saint Louis University 2005 — 2007
Tina Gianopoulos's Rothschild Investment Corporation Experience May 2007 - Present
Job Branch Office Administrator, Edward Jones
Industry Financial Services
Experience
Edward Jones March 2013 - Present
Rothschild Investment Corporation May 2007 - Present
Patricia Heath & Associates January 2006 - October 2006
OMD Media Direction November 2004 - January 2006
Uhlmann Price Securities, LLC February 2004 - November 2004
Raymond James Financial Inc. March 2002 - December 2003
Wachovia Securities Financial Network (First Union) October 2000 - March 2002
Wayne Hummer Investments January 1999 - September 2000
William Blair Investments, LLC January 1991 - November 1998
Skills
Asset Management, Problem Solving, Investments, Trading, Microsoft Office, Microsoft Excel, Microsoft Word, ILX, Advent, Axys, Pershing
Education
Northeastern Illinois University
BA, Business/ Finance and Marketing
Edward Jones March 2013 - Present
Rothschild Investment Corporation May 2007 - Present
Patricia Heath & Associates January 2006 - October 2006
OMD Media Direction November 2004 - January 2006
Uhlmann Price Securities, LLC February 2004 - November 2004
Raymond James Financial Inc. March 2002 - December 2003
Wachovia Securities Financial Network (First Union) October 2000 - March 2002
Wayne Hummer Investments January 1999 - September 2000
William Blair Investments, LLC January 1991 - November 1998
Skills
Asset Management, Problem Solving, Investments, Trading, Microsoft Office, Microsoft Excel, Microsoft Word, ILX, Advent, Axys, Pershing
Education
Northeastern Illinois University
BA, Business/ Finance and Marketing
Peggy Granby's Rothschild Investment Corporation Experience June 1987 - February 1996
Job Experienced Secretary/Administrative Assistant
Industry Hospital & Health Care
Experience
Seneca Family Restaurant May 2010 - Present
Compass Group February 2013 - March 2013
A & J's Cafe March 2012 - May 2012
Private Law Office July 2002 - April 2008
Rothschild Investment Corporation June 1987 - February 1996
Skills
Typing, Microsoft Word, QuickBooks, Twitter, Transcription, Shorthand, Keyboard Skills, Microsoft Office, Customer Service, Pianist, Scrapbooking, Event Planning
Education
Joliet Junior College 2012 — 2014
Lorain County Community College 1980 — 1981
Seneca Family Restaurant May 2010 - Present
Compass Group February 2013 - March 2013
A & J's Cafe March 2012 - May 2012
Private Law Office July 2002 - April 2008
Rothschild Investment Corporation June 1987 - February 1996
Skills
Typing, Microsoft Word, QuickBooks, Twitter, Transcription, Shorthand, Keyboard Skills, Microsoft Office, Customer Service, Pianist, Scrapbooking, Event Planning
Education
Joliet Junior College 2012 — 2014
Lorain County Community College 1980 — 1981