Sheridan Road Financial
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29 Sheridan Road Financial employees in database. Find out everything there's to know about Sheridan Road Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sheridan Road Financial Employees
Employee
Years
Job
Industry
Megan Carroll Megan Carroll's Sheridan Road Financial Experience February 2013 - Present
Job Vice President at Sheridan Road Financial
Industry Financial Services
Experience
Sheridan Road Financial February 2013 - Present
Benefit Services Group, Inc. August 2005 - January 2013
Skills
Defined Benefit, New Business Development, Business Planning, Retirement Planning, Employee Benefits, Social Networking, Customer Service, Series 6, Series 63, Plan Design, Customer Relations, Sales Management, Retirement, Pensions, Vendor Relationships, Benchmarking, 401k, Relationship Management, Mutual Funds
Education
Miami University 2001 — 2005
B.S., Human Resources Management, Accounting
Sheridan Road Financial February 2013 - Present
Benefit Services Group, Inc. August 2005 - January 2013
Skills
Defined Benefit, New Business Development, Business Planning, Retirement Planning, Employee Benefits, Social Networking, Customer Service, Series 6, Series 63, Plan Design, Customer Relations, Sales Management, Retirement, Pensions, Vendor Relationships, Benchmarking, 401k, Relationship Management, Mutual Funds
Education
Miami University 2001 — 2005
B.S., Human Resources Management, Accounting
Ronald Haduch Ronald Haduch's Sheridan Road Financial Experience May 2011 - September 2011
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte March 2014 - Present
Navigant July 2012 - March 2014
Mizuho International September 2011 - December 2011
Sheridan Road Financial May 2011 - September 2011
Delta Upsilon International Fraternity April 2010 - May 2011
Sheridan Road Financial December 2010 - January 2011
Delta Upsilon International Fraternity August 2009 - August 2010
Tzouanakis Intermediate School April 2010 - May 2010
Tae Kwon Do Club, DePauw University February 2009 - May 2010
Palatine HIlls Golf District March 2006 - September 2007
Skills
Financial Analysis, Leadership, Financial Modeling, Revenue Cycle, Time Management, Data Analysis, Process Improvement, Strategic Planning, Management Consulting, Strategy
Education
DePauw University 2008 — 2012
Bachelor of Arts, Economics; Communications
University of Westminster 2011 — 2011
Study Abroad, Business Economics
Deloitte March 2014 - Present
Navigant July 2012 - March 2014
Mizuho International September 2011 - December 2011
Sheridan Road Financial May 2011 - September 2011
Delta Upsilon International Fraternity April 2010 - May 2011
Sheridan Road Financial December 2010 - January 2011
Delta Upsilon International Fraternity August 2009 - August 2010
Tzouanakis Intermediate School April 2010 - May 2010
Tae Kwon Do Club, DePauw University February 2009 - May 2010
Palatine HIlls Golf District March 2006 - September 2007
Skills
Financial Analysis, Leadership, Financial Modeling, Revenue Cycle, Time Management, Data Analysis, Process Improvement, Strategic Planning, Management Consulting, Strategy
Education
DePauw University 2008 — 2012
Bachelor of Arts, Economics; Communications
University of Westminster 2011 — 2011
Study Abroad, Business Economics
Katie Trela Katie Trela's Sheridan Road Financial Experience June 2011 - August 2011
Job MBA Candidate at Booth School of Business
Industry Management Consulting
Experience
Grant Thornton LLP September 2013 - July 2015
Grant Thornton LLP January 2012 - August 2012
Sheridan Road Financial June 2011 - August 2011
Harris Bank June 2010 - August 2010
Skills
Economics, Marketing Strategy, Microsoft Excel, Financial Modeling, Financial Analysis, Corporate Finance, Technical Writing, Market Research
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Chicago 2009 — 2013
B.A., Economics
Grant Thornton LLP September 2013 - July 2015
Grant Thornton LLP January 2012 - August 2012
Sheridan Road Financial June 2011 - August 2011
Harris Bank June 2010 - August 2010
Skills
Economics, Marketing Strategy, Microsoft Excel, Financial Modeling, Financial Analysis, Corporate Finance, Technical Writing, Market Research
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Chicago 2009 — 2013
B.A., Economics
Joanna Bastermajian Joanna Bastermajian's Sheridan Road Financial Experience January 2007 - September 2007
Job Lead Analyst at Aon Hewitt
Industry Management Consulting
Experience
Aon Hewitt December 2010 - Present
Makeup by Jo January 2012 - Present
MAC Cosmetics September 2012 - December 2012
Hewitt Associates September 2007 - December 2010
Sheridan Road Financial January 2007 - September 2007
Skills
Project Management, Organizational..., Business Strategy, Strategic Planning, Management Consulting, HR Consulting, Problem Solving, Quality Management, Qualitative Research, Beauty, Cosmetology, Weddings, Makeup Artistry
Education
Lake Forest College 2003 — 2007
BA, Economics
Aon Hewitt December 2010 - Present
Makeup by Jo January 2012 - Present
MAC Cosmetics September 2012 - December 2012
Hewitt Associates September 2007 - December 2010
Sheridan Road Financial January 2007 - September 2007
Skills
Project Management, Organizational..., Business Strategy, Strategic Planning, Management Consulting, HR Consulting, Problem Solving, Quality Management, Qualitative Research, Beauty, Cosmetology, Weddings, Makeup Artistry
Education
Lake Forest College 2003 — 2007
BA, Economics
Chris Nickoloff, AIF®'s Sheridan Road Financial Experience October 2014 - Present
Job Managing Director at Sheridan Road Financial
Industry Financial Services
Experience
Sheridan Road Financial October 2014 - Present
Millennial Advisory Group, LLC January 2012 - September 2014
Merrill Lynch October 2007 - December 2011
Northwestern Mutual February 2004 - October 2007
Skills
Retirement Planning, Retirement Plan..., Investments, Finance, Retirement, 401k, Fixed Annuities, Mutual Funds, Estate Planning, Series 7, Employee Benefits, Wealth Management
Education
Indiana University Bloomington 1996 — 2000
Sheridan Road Financial October 2014 - Present
Millennial Advisory Group, LLC January 2012 - September 2014
Merrill Lynch October 2007 - December 2011
Northwestern Mutual February 2004 - October 2007
Skills
Retirement Planning, Retirement Plan..., Investments, Finance, Retirement, 401k, Fixed Annuities, Mutual Funds, Estate Planning, Series 7, Employee Benefits, Wealth Management
Education
Indiana University Bloomington 1996 — 2000
CHRIS KARAM, CIMA® AIFA® CHRIS KARAM, CIMA® AIFA®'s Sheridan Road Financial Experience September 2007 - Present
Job CIO Sheridan Road Financial
Industry Investment Management
Experience
Sheridan Road Financial September 2007 - Present
Alliance Benefit Group of Michigan 1999 - 2007
Skills
Defined Benefit, Post Retirement Medical, 403b, Cash Balance Plans, Asset Managment, Portfolio Optimization, Risk Management
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Investment Management Analyst
Miami University 1994 — 1998
Bachelor of Science (BS), Decision Science
Miami University 1997 — 1997
John E Dolibois European Center, Luxembourg
Sheridan Road Financial September 2007 - Present
Alliance Benefit Group of Michigan 1999 - 2007
Skills
Defined Benefit, Post Retirement Medical, 403b, Cash Balance Plans, Asset Managment, Portfolio Optimization, Risk Management
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Investment Management Analyst
Miami University 1994 — 1998
Bachelor of Science (BS), Decision Science
Miami University 1997 — 1997
John E Dolibois European Center, Luxembourg
Sean Chiricotti Sean Chiricotti's Sheridan Road Financial Experience January 2011 - October 2011
Job Business Financial Analyst at Bank of America Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch February 2012 - July 2014
Sheridan Road Financial January 2011 - October 2011
Education
DePaul University 2006 — 2010
Merrill Lynch August 2014 - Present
Merrill Lynch February 2012 - July 2014
Sheridan Road Financial January 2011 - October 2011
Education
DePaul University 2006 — 2010
Jim O'Shaughnessy's Sheridan Road Financial Experience January 2005 - Present
Job Managing Partner Sheridan Road Financial
Industry Financial Services
Experience
Sheridan Road Financial January 2005 - Present
National Retirement Partners 2006 - December 2010
AXA Advisors 1992 - 2006
Skills
Retirement Plan..., 401k, Defined Benefit, Pensions, Deferred Compensation, Retirement Planning, Retirement, Wealth Management, Investment Advisory, Asset Management, Investments, Mutual Funds, Series 7, Asset Managment, Securities, FINRA, Asset Allocation, Finance
Education
Purdue University 1987 — 1992
BSIM, Industrial Management
Sheridan Road Financial January 2005 - Present
National Retirement Partners 2006 - December 2010
AXA Advisors 1992 - 2006
Skills
Retirement Plan..., 401k, Defined Benefit, Pensions, Deferred Compensation, Retirement Planning, Retirement, Wealth Management, Investment Advisory, Asset Management, Investments, Mutual Funds, Series 7, Asset Managment, Securities, FINRA, Asset Allocation, Finance
Education
Purdue University 1987 — 1992
BSIM, Industrial Management
Sara Braz's Sheridan Road Financial Experience April 2011 - August 2011
Job Vice President, Defined Contribution Specialist at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2011 - Present
Sheridan Road Financial April 2011 - August 2011
Blue Prairie Group 2010 - 2010
Blue Prairie Group 2009 - 2010
Blue Prairie Group 2007 - 2008
Blue Prairie Group 2006 - 2007
Columbia Management October 2003 - May 2006
Columbia Management June 2003 - September 2003
Skills
Negotiation, 401k, Mutual Funds, Investments, Retirement, Series 7, Series 63, Asset Allocation, Investment Advisory, Investment Strategies, Asset Managment, ERISA, Retirement Planning, Pensions, Investment Management, Wealth Management, Employee Benefits
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (MBA), Management & Organizations and Marketing
University of Michigan 1999 — 2003
BA, Economics
Fidelity Investments August 2011 - Present
Sheridan Road Financial April 2011 - August 2011
Blue Prairie Group 2010 - 2010
Blue Prairie Group 2009 - 2010
Blue Prairie Group 2007 - 2008
Blue Prairie Group 2006 - 2007
Columbia Management October 2003 - May 2006
Columbia Management June 2003 - September 2003
Skills
Negotiation, 401k, Mutual Funds, Investments, Retirement, Series 7, Series 63, Asset Allocation, Investment Advisory, Investment Strategies, Asset Managment, ERISA, Retirement Planning, Pensions, Investment Management, Wealth Management, Employee Benefits
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (MBA), Management & Organizations and Marketing
University of Michigan 1999 — 2003
BA, Economics
Erica Bunnell, CFP® Erica Bunnell, CFP®'s Sheridan Road Financial Experience October 2009 - October 2011
Job HPM Partners
Industry Financial Services
Experience
HPM Partners January 2013 - Present
Sheridan Road Financial October 2009 - October 2011
POST OAK PROPERTY MANAGEMENT 2008 - 2008
LINK COMPANY, LLC 2007 - 2008
InXpo August 2006 - August 2007
A Safe Place January 2006 - May 2006
Skills
Microsoft Office, Mac OS X, PC, HTML Programming, Spanish Proficiency, Adobe Creative Suite, Adobe Acrobat, LPL Financial, Financial Planning, Client Services, Outlook, Social Media, Marketing Strategy, Microsoft Excel, Client-focused, Serviceability, Strategic Financial...
Education
DePaul University 2008 — 2009
CFP
Lake Forest College 2002 — 2006
B.A.
HPM Partners January 2013 - Present
Sheridan Road Financial October 2009 - October 2011
POST OAK PROPERTY MANAGEMENT 2008 - 2008
LINK COMPANY, LLC 2007 - 2008
InXpo August 2006 - August 2007
A Safe Place January 2006 - May 2006
Skills
Microsoft Office, Mac OS X, PC, HTML Programming, Spanish Proficiency, Adobe Creative Suite, Adobe Acrobat, LPL Financial, Financial Planning, Client Services, Outlook, Social Media, Marketing Strategy, Microsoft Excel, Client-focused, Serviceability, Strategic Financial...
Education
DePaul University 2008 — 2009
CFP
Lake Forest College 2002 — 2006
B.A.
Brian Ellerman's Sheridan Road Financial Experience March 2014 - Present
Job RVP/Consultant Nonqualified Plans at Principal Financial Group; Executive Benefits Specialist
Industry Financial Services
Experience
Principal Financial Group July 2015 - Present
Sheridan Road Financial March 2014 - Present
Manning & Napier Advisors April 2012 - December 2013
Mercer March 2007 - April 2012
Marsh March 2007 - April 2012
MMC March 2007 - April 2012
MullinTBG, a Prudential Financial company 1990 - March 2007
Great-West Financial 1988 - 1990
Skills
401k, FINRA Series 65, Institutional..., Defined Benefit, Investments, Registered Investment..., Retirement, Wealth Management, Alternative Investments, OPEB, Executive Pay, Pensions, Series 63, Retirement Planning, Securities, Investment Advisory, Deferred Compensation, Mutual Funds, Wealth Accumulation, Separately Managed..., Profit Sharing, Employee Benefits, Asset Protection, FINRA, Endowments, Asset Management, Portfolio Management, Investment Strategies, Financial Services, Financial Advisory, Investment Management, Executive Compensation, Asset Allocation, Management, Equities, Risk Management, Insurance, Disability Insurance, Fixed Income, Financial Risk, Mergers & Acquisitions
Education
University of Kansas
B.G.S., Economics
FINRA
Series 65, 63, 6
The American College
Chartered Life Underwriter (CLU)
Principal Financial Group July 2015 - Present
Sheridan Road Financial March 2014 - Present
Manning & Napier Advisors April 2012 - December 2013
Mercer March 2007 - April 2012
Marsh March 2007 - April 2012
MMC March 2007 - April 2012
MullinTBG, a Prudential Financial company 1990 - March 2007
Great-West Financial 1988 - 1990
Skills
401k, FINRA Series 65, Institutional..., Defined Benefit, Investments, Registered Investment..., Retirement, Wealth Management, Alternative Investments, OPEB, Executive Pay, Pensions, Series 63, Retirement Planning, Securities, Investment Advisory, Deferred Compensation, Mutual Funds, Wealth Accumulation, Separately Managed..., Profit Sharing, Employee Benefits, Asset Protection, FINRA, Endowments, Asset Management, Portfolio Management, Investment Strategies, Financial Services, Financial Advisory, Investment Management, Executive Compensation, Asset Allocation, Management, Equities, Risk Management, Insurance, Disability Insurance, Fixed Income, Financial Risk, Mergers & Acquisitions
Education
University of Kansas
B.G.S., Economics
FINRA
Series 65, 63, 6
The American College
Chartered Life Underwriter (CLU)
Katy Huszagh's Sheridan Road Financial Experience September 2011 - May 2013
Job Analyst, Financial Institutions Group at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank June 2014 - Present
BMO Harris Bank July 2013 - June 2014
Sheridan Road Financial September 2011 - May 2013
Skills
Investments
Education
Northwestern University 2007 — 2011
B.A., Economics, Legal Studies
Glenbrook North
BMO Harris Bank June 2014 - Present
BMO Harris Bank July 2013 - June 2014
Sheridan Road Financial September 2011 - May 2013
Skills
Investments
Education
Northwestern University 2007 — 2011
B.A., Economics, Legal Studies
Glenbrook North
Dan Lundquist Dan Lundquist's Sheridan Road Financial Experience October 2006 - Present
Job Managing Director at Sheridan Road Financial
Industry Financial Services
Experience
Sheridan Road Financial October 2006 - Present
AXA Advisors 1997 - 2006
Citibank 1994 - 1996
Education
University of Illinois at Chicago 1991 — 1994
MBA, Marketing
University of Illinois at Urbana-Champaign 1982 — 1987
BA, Urban Planning
Sheridan Road Financial October 2006 - Present
AXA Advisors 1997 - 2006
Citibank 1994 - 1996
Education
University of Illinois at Chicago 1991 — 1994
MBA, Marketing
University of Illinois at Urbana-Champaign 1982 — 1987
BA, Urban Planning
Peter Hass, CFP® Peter Hass, CFP®'s Sheridan Road Financial Experience November 2008 - Present
Job Managing Director Sheridan Road Financial
Industry Financial Services
Experience
Sheridan Road Financial November 2008 - Present
Smith Barney / Citgroup Global Markets Inc. August 1993 - November 2008
Merrill Lynch March 1991 - August 1993
Skills
Investment Advisory, Wealth Management, Asset Managment, Financial Advisory, Series 7, Retirement, Securities
Education
Albion College 1975 — 1979
BA, Business Management and Economics
Redford High School
Sheridan Road Financial November 2008 - Present
Smith Barney / Citgroup Global Markets Inc. August 1993 - November 2008
Merrill Lynch March 1991 - August 1993
Skills
Investment Advisory, Wealth Management, Asset Managment, Financial Advisory, Series 7, Retirement, Securities
Education
Albion College 1975 — 1979
BA, Business Management and Economics
Redford High School
Sheryl Lewis's Sheridan Road Financial Experience September 2005 - Present
Job Office Manager
Industry Financial Services
Experience
Sheridan Road Financial September 2005 - Present
Education
The University of Kansas 1977 — 1981
B.S., Elementary Education
Sheridan Road Financial September 2005 - Present
Education
The University of Kansas 1977 — 1981
B.S., Elementary Education
Mallory Horejs, CFA Mallory Horejs, CFA's Sheridan Road Financial Experience July 2008 - September 2008
Job Investment Banking Associate at William Blair
Industry Investment Banking
Experience
William Blair & Company August 2015 - Present
Lazard June 2014 - August 2014
Morningstar April 2011 - July 2013
Morningstar July 2009 - May 2011
Sheridan Road Financial July 2008 - September 2008
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Asset Allocation, Portfolio Management, Investments, Investment Strategies, Investment Management, Morningstar Direct, Series 7, Finance, Fixed Income
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Pursuing concentrations in Finance, Accounting, and General Management
Northwestern University 2005 — 2009
B.A., History, International Studies & Business
William Blair & Company August 2015 - Present
Lazard June 2014 - August 2014
Morningstar April 2011 - July 2013
Morningstar July 2009 - May 2011
Sheridan Road Financial July 2008 - September 2008
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Asset Allocation, Portfolio Management, Investments, Investment Strategies, Investment Management, Morningstar Direct, Series 7, Finance, Fixed Income
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Pursuing concentrations in Finance, Accounting, and General Management
Northwestern University 2005 — 2009
B.A., History, International Studies & Business
Chelsea Barry Chelsea Barry's Sheridan Road Financial Experience August 2012 - Present
Job Client Services Associate at Sheridan Road Financial
Industry Financial Services
Experience
Sheridan Road Financial August 2012 - Present
Market House on the Square 2011 - 2012
Farmington Bank 2008 - 2010
Skills
Outlook, Management, Microsoft Office, Microsoft Excel, PowerPoint, Finance, Banking, Wealth Management, Data Analysis, Investments, Securities, Microsoft Word, Customer Service, English, Windows, Research, Salesforce.com
Education
Lake Forest College 2008 — 2012
Bachelor of Arts (BA), English Language and Literature, General
Sheridan Road Financial August 2012 - Present
Market House on the Square 2011 - 2012
Farmington Bank 2008 - 2010
Skills
Outlook, Management, Microsoft Office, Microsoft Excel, PowerPoint, Finance, Banking, Wealth Management, Data Analysis, Investments, Securities, Microsoft Word, Customer Service, English, Windows, Research, Salesforce.com
Education
Lake Forest College 2008 — 2012
Bachelor of Arts (BA), English Language and Literature, General
Paul Kubasiak's Sheridan Road Financial Experience June 2015 - Present
Job Senior Investment Analyst at Sheridan Road Financial
Industry Financial Services
Experience
Sheridan Road Financial June 2015 - Present
Sheridan Road Financial November 2012 - May 2015
LevelUp June 2012 - December 2012
Chicago City Hall - Committee on Finance May 2010 - August 2010
Skills
Microsoft Office, Linear Regression, Regression, Excel, Eviews, Pivot Tables, Vlookup, Database Development, Data Analysis, Access, Financial Modeling, PowerPoint, Word, Market Research, Analytics, Forecasting, Economics, Marketing Strategy, Social Media, Customer Service, Econometrics, Microsoft Excel, Microsoft Word, Portfolio Management, Wealth Management, Mutual Funds, Analysis, Investments, Asset Allocation, Financial Analysis
Education
Marquette University 2008 — 2012
Bachelor of Science in Business Administration, Economics and Marketing
University of Antwerp 2010 — 2010
Marquette University Study Abroad Program, International Business
Sheridan Road Financial June 2015 - Present
Sheridan Road Financial November 2012 - May 2015
LevelUp June 2012 - December 2012
Chicago City Hall - Committee on Finance May 2010 - August 2010
Skills
Microsoft Office, Linear Regression, Regression, Excel, Eviews, Pivot Tables, Vlookup, Database Development, Data Analysis, Access, Financial Modeling, PowerPoint, Word, Market Research, Analytics, Forecasting, Economics, Marketing Strategy, Social Media, Customer Service, Econometrics, Microsoft Excel, Microsoft Word, Portfolio Management, Wealth Management, Mutual Funds, Analysis, Investments, Asset Allocation, Financial Analysis
Education
Marquette University 2008 — 2012
Bachelor of Science in Business Administration, Economics and Marketing
University of Antwerp 2010 — 2010
Marquette University Study Abroad Program, International Business
Daniel Bryant's Sheridan Road Financial Experience January 2005 - Present
Job Chief Executive Officer Sheridan Road Financial
Industry Financial Services
Experience
Sheridan Road Financial January 2005 - Present
Robertson Stephens 1998 - 2003
Donaldson, Lufkin & Jenrette 1994 - 1998
The Equity Group 1992 - 1994
Skills
Investments, Investment Advisory, Mergers & Acquisitions, Securities, Finance, Employee Benefits, Business Strategy, Wealth Management..., FINRA, Management, High Net Worth..., Strategic Planning, Mutual Funds, Asset Allocation, Valuation, Due Diligence, Portfolio Management, Corporate Finance, Investment Strategies, Investment Management, Philanthropy
Education
Dartmouth College
B.A., Government and Spanish
Northwestern University - Kellogg School of Management
M.B.A., Accounting and Finance
Sheridan Road Financial January 2005 - Present
Robertson Stephens 1998 - 2003
Donaldson, Lufkin & Jenrette 1994 - 1998
The Equity Group 1992 - 1994
Skills
Investments, Investment Advisory, Mergers & Acquisitions, Securities, Finance, Employee Benefits, Business Strategy, Wealth Management..., FINRA, Management, High Net Worth..., Strategic Planning, Mutual Funds, Asset Allocation, Valuation, Due Diligence, Portfolio Management, Corporate Finance, Investment Strategies, Investment Management, Philanthropy
Education
Dartmouth College
B.A., Government and Spanish
Northwestern University - Kellogg School of Management
M.B.A., Accounting and Finance
Daniel Barth's Sheridan Road Financial Experience December 2011 - January 2012
Job Associate at ROTH Capital Partners
Industry Venture Capital & Private Equity
Experience
ROTH Capital Partners February 2013 - Present
Aon Hewitt June 2012 - January 2013
Sheridan Road Financial December 2011 - January 2012
US Securities and Exchange Commission May 2011 - August 2011
Forester Capital Management May 2009 - June 2009
Skills
Microsoft Excel, Financial Analysis, Venture Capital, Bloomberg, Accounting, Microsoft Office, Economics, Financial Modeling, Valuation, Excel, Golf, Financial Reporting, Financial Accounting, Market Research, Series 7, Series 63, Relationship Management, Sailing, Leadership, Finance
Education
DePauw University 2008 — 2012
Bachelor of Arts, Economics
ROTH Capital Partners February 2013 - Present
Aon Hewitt June 2012 - January 2013
Sheridan Road Financial December 2011 - January 2012
US Securities and Exchange Commission May 2011 - August 2011
Forester Capital Management May 2009 - June 2009
Skills
Microsoft Excel, Financial Analysis, Venture Capital, Bloomberg, Accounting, Microsoft Office, Economics, Financial Modeling, Valuation, Excel, Golf, Financial Reporting, Financial Accounting, Market Research, Series 7, Series 63, Relationship Management, Sailing, Leadership, Finance
Education
DePauw University 2008 — 2012
Bachelor of Arts, Economics
Patrick Weitzel Patrick Weitzel's Sheridan Road Financial Experience June 2012 - September 2012
Job Incoming Systems Integration Consulting Analyst at Accenture
Industry Management Consulting
Sean Gilmore Sean Gilmore's Sheridan Road Financial Experience December 2010 - August 2011
Job Manager Financial Analysis Projects Ecolab
Industry Chemicals
Experience
Ecolab July 2013 - September 2014
AT&T June 2012 - August 2012
Sheridan Road Financial December 2010 - August 2011
Sheridan Road Financial June 2008 - December 2010
Sheridan Road Capital, LLC June 2007 - September 2007
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Financial Advisory, Valuation, Strategic Financial..., DCF, Business Valuation, Due Diligence, Budgets, Mergers & Acquisitions, Finance, Strategic Planning, Investments, Financial Planning, Management, Data Analysis
Education
University of Wisconsin - Madison, Wisconsin School of Business 2011 — 2013
MBA Candidate, Corporate Finance & Investment Banking
University of Denver 2004 — 2008
BS, Mathematics, Business and Physics
American University of Rome 2006 — 2006
Ecolab July 2013 - September 2014
AT&T June 2012 - August 2012
Sheridan Road Financial December 2010 - August 2011
Sheridan Road Financial June 2008 - December 2010
Sheridan Road Capital, LLC June 2007 - September 2007
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Financial Advisory, Valuation, Strategic Financial..., DCF, Business Valuation, Due Diligence, Budgets, Mergers & Acquisitions, Finance, Strategic Planning, Investments, Financial Planning, Management, Data Analysis
Education
University of Wisconsin - Madison, Wisconsin School of Business 2011 — 2013
MBA Candidate, Corporate Finance & Investment Banking
University of Denver 2004 — 2008
BS, Mathematics, Business and Physics
American University of Rome 2006 — 2006
Daniel Lundquist's Sheridan Road Financial Experience December 2007 - March 2011
Job President at Big Timber Wealth Management
Industry Financial Services
Experience
Big Timber Wealth Management April 2011 - Present
Sheridan Road Financial December 2007 - March 2011
Education
University of Illinois at Urbana-Champaign 1982 — 1987
Big Timber Wealth Management April 2011 - Present
Sheridan Road Financial December 2007 - March 2011
Education
University of Illinois at Urbana-Champaign 1982 — 1987
Alona W. Anspach, CFP®, CDFA's Sheridan Road Financial Experience June 2011 - Present
Job Financial Consultant with a Focus on Wealth Management, Insurance, Divorcerelated Financial issues, Divorce Mediation
Industry Financial Services
Experience
Sheridan Road Financial June 2011 - Present
CLII 2007 - Present
AXA Advisors 2003 - 2011
Skills
Divorce Planning, Wealth Management, Financial Analysis, Financial Planning
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MBA in Finance and Accounting, Finance and Accounting
Washington University in St. Louis 1974 — 1977
BA in Arts and Science, Economics and Urban Studies
Sheridan Road Financial June 2011 - Present
CLII 2007 - Present
AXA Advisors 2003 - 2011
Skills
Divorce Planning, Wealth Management, Financial Analysis, Financial Planning
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MBA in Finance and Accounting, Finance and Accounting
Washington University in St. Louis 1974 — 1977
BA in Arts and Science, Economics and Urban Studies
Daniel Lundquist's Sheridan Road Financial Experience December 2006 - March 2011
Job President/Owner at Big Timber Wealth Management
Industry Investment Management
Experience
Big Timber Wealth Management April 2011 - Present
Sheridan Road Financial December 2006 - March 2011
Skills
Wealth Management, Retirement Plan..., Retirement, Strategic Financial...
Education
University of Illinois at Chicago 1991 — 1993
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Big Timber Wealth Management April 2011 - Present
Sheridan Road Financial December 2006 - March 2011
Skills
Wealth Management, Retirement Plan..., Retirement, Strategic Financial...
Education
University of Illinois at Chicago 1991 — 1993
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Karen Ymeri's Sheridan Road Financial Experience May 2009 - July 2011
Job Account Executive at Cars.com
Industry Marketing and Advertising
Experience
Cars.com September 2013 - Present
Cars.com January 2013 - September 2013
Classified Ventures July 2011 - January 2013
Sheridan Road Financial May 2009 - July 2011
Education
DePaul University 2002 — 2006
Economics
Cars.com September 2013 - Present
Cars.com January 2013 - September 2013
Classified Ventures July 2011 - January 2013
Sheridan Road Financial May 2009 - July 2011
Education
DePaul University 2002 — 2006
Economics