Spectrum Global Fund Administration
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Spectrum Global Fund Administration Employees
Employee
Years
Job
Industry
Ryan Wheeler, CAIA Ryan Wheeler, CAIA's Spectrum Global Fund Administration Experience April 2007 - August 2008
Job Director of Fund Operations at Fund Evaluation Group
Industry Investment Management
Experience
Fund Evaluation Group October 2012 - Present
Fund Evaluation Group August 2008 - October 2012
Fund Evaluation Group 2008 - August 2010
Spectrum Global Fund Administration April 2007 - August 2008
Corporex Companies April 2006 - April 2007
Total Quality Lawn Care LLC April 2000 - November 2006
Skills
Investments, Hedge Funds, Alternative Investments, Finance, Financial Analysis, Asset Managment, Analysis, Financial Modeling, Microsoft Excel, Risk Management, Portfolio Management, Due Diligence
Education
Northern Kentucky University—Salmon P. Chase College of Law 2013 — 2016
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law, 1L
Ohio University 2008 — 2009
MFE, Master Financial Economics
Universidad del Desarrollo 2004 — 2004
Minor, International Business
University of Cincinnati 2001 — 2004
BBA, Finance
Archbishop Moeller High School
High School Diploma
Fund Evaluation Group October 2012 - Present
Fund Evaluation Group August 2008 - October 2012
Fund Evaluation Group 2008 - August 2010
Spectrum Global Fund Administration April 2007 - August 2008
Corporex Companies April 2006 - April 2007
Total Quality Lawn Care LLC April 2000 - November 2006
Skills
Investments, Hedge Funds, Alternative Investments, Finance, Financial Analysis, Asset Managment, Analysis, Financial Modeling, Microsoft Excel, Risk Management, Portfolio Management, Due Diligence
Education
Northern Kentucky University—Salmon P. Chase College of Law 2013 — 2016
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law, 1L
Ohio University 2008 — 2009
MFE, Master Financial Economics
Universidad del Desarrollo 2004 — 2004
Minor, International Business
University of Cincinnati 2001 — 2004
BBA, Finance
Archbishop Moeller High School
High School Diploma
Randall Dykema, CPA, MST Randall Dykema, CPA, MST's Spectrum Global Fund Administration Experience May 2007 - November 2008
Job Senior Tax Accountant at Habif, Arogeti & Wynne, LLP
Industry Accounting
Experience
Habif, Arogeti & Wynne,LLP March 2012 - Present
KPMG December 2010 - March 2012
Tiesenga, Gottlieb and Reinsma October 2009 - December 2010
Spectrum Global Fund Administration May 2007 - November 2008
Ronald H. Dykema & Company, P.C. November 2004 - May 2007
Skills
International Tax, Corporate Tax, Income Tax, Accounting, Tax, Private Equity, Economics, Financial Reporting, German, Tax Research, Tax Accounting, Tax Advisory, US GAAP, Mergers & Acquisitions, CPA
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Master of Science, Taxation
The University of Chicago 1996 — 2000
Bachelor of Arts, Economics
Habif, Arogeti & Wynne,LLP March 2012 - Present
KPMG December 2010 - March 2012
Tiesenga, Gottlieb and Reinsma October 2009 - December 2010
Spectrum Global Fund Administration May 2007 - November 2008
Ronald H. Dykema & Company, P.C. November 2004 - May 2007
Skills
International Tax, Corporate Tax, Income Tax, Accounting, Tax, Private Equity, Economics, Financial Reporting, German, Tax Research, Tax Accounting, Tax Advisory, US GAAP, Mergers & Acquisitions, CPA
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Master of Science, Taxation
The University of Chicago 1996 — 2000
Bachelor of Arts, Economics
Stephen Giannone Stephen Giannone's Spectrum Global Fund Administration Experience August 2006 - May 2007
Job President at Theorem Group Inc.
Industry Financial Services
Experience
Theorem Group, Inc. December 2007 - Present
Theorem Group Inc. December 2007 - Present
Opus Fund Services September 2008 - October 2015
Citadel Solutions LLC May 2007 - November 2007
Spectrum Global Fund Administration August 2006 - May 2007
Deutsche Bank Securities February 2005 - July 2006
Merrill Lynch April 2004 - November 2004
Bear Stearns 2000 - 2004
JPMorgan Chase 1998 - 2000
Dreyfus 1993 - 1997
Skills
Hedge Funds, Fund Administration, Prime Brokerage, Equities, Alternative Investments, Fixed Income, Fund Of Funds, Options, Private Equity, Middle Office, Bloomberg, Financial Services, Asset Management, Investments, Derivatives, Investment Management, Capital Markets, Electronic Trading, Management, Financial Markets, Commodity, Portfolio Management, Mutual Funds, Valuation, Series 7
Education
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.), Political Science and Government
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.)
Theorem Group, Inc. December 2007 - Present
Theorem Group Inc. December 2007 - Present
Opus Fund Services September 2008 - October 2015
Citadel Solutions LLC May 2007 - November 2007
Spectrum Global Fund Administration August 2006 - May 2007
Deutsche Bank Securities February 2005 - July 2006
Merrill Lynch April 2004 - November 2004
Bear Stearns 2000 - 2004
JPMorgan Chase 1998 - 2000
Dreyfus 1993 - 1997
Skills
Hedge Funds, Fund Administration, Prime Brokerage, Equities, Alternative Investments, Fixed Income, Fund Of Funds, Options, Private Equity, Middle Office, Bloomberg, Financial Services, Asset Management, Investments, Derivatives, Investment Management, Capital Markets, Electronic Trading, Management, Financial Markets, Commodity, Portfolio Management, Mutual Funds, Valuation, Series 7
Education
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.), Political Science and Government
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.)
Clifford Holman (MCP, MCDST) Clifford Holman (MCP, MCDST)'s Spectrum Global Fund Administration Experience February 2008 - December 2009
Job Systems Administrator II at The Joint Commission
Industry Computer Networking
Experience
The Joint Commission October 2014 - Present
SunGard October 2012 - October 2014
Brightwell Payments, Inc February 2010 - October 2012
Spectrum Global Fund Administration February 2008 - December 2009
Encore Credit Corp September 2002 - December 2007
Skills
Help Desk Support, Technical Support, Active Directory, Troubleshooting, Microsoft Exchange, VMware, Business Analysis, Networking, Lotus Notes, Microsoft Excel, SQL, Microsoft Office, Microsoft SQL Server, Customer Service, System Administration, DNS, Servers, Budgets, Account Management, Software Installation, Antivirus, Office 365, Windows 7 & 8 migration, Outlook, MOM Reporting, Vera Smart Reporting, Great Plains Software, Cisco VoIP, Mobile Devices, Cisco VPN, Video Conferencing, Ticketing Systems, Data Center, SAN, IP PBX, Volume Licensing, Cisco Call Manager, OneDrive for business, Lync2013, Bitlocker Encryption
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
MBA Network & Comm Mgmt\Concentration in Wireless Technology, 3.95
DeVry University 2012 — 2013
Bachelor's degree, B.S. in Technical Management concentration in CIS
Robert Morris College 2000 — 2002
Associate's degree, Computer Networking Specialist
Micro Train
MCP, MCDST
The Joint Commission October 2014 - Present
SunGard October 2012 - October 2014
Brightwell Payments, Inc February 2010 - October 2012
Spectrum Global Fund Administration February 2008 - December 2009
Encore Credit Corp September 2002 - December 2007
Skills
Help Desk Support, Technical Support, Active Directory, Troubleshooting, Microsoft Exchange, VMware, Business Analysis, Networking, Lotus Notes, Microsoft Excel, SQL, Microsoft Office, Microsoft SQL Server, Customer Service, System Administration, DNS, Servers, Budgets, Account Management, Software Installation, Antivirus, Office 365, Windows 7 & 8 migration, Outlook, MOM Reporting, Vera Smart Reporting, Great Plains Software, Cisco VoIP, Mobile Devices, Cisco VPN, Video Conferencing, Ticketing Systems, Data Center, SAN, IP PBX, Volume Licensing, Cisco Call Manager, OneDrive for business, Lync2013, Bitlocker Encryption
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
MBA Network & Comm Mgmt\Concentration in Wireless Technology, 3.95
DeVry University 2012 — 2013
Bachelor's degree, B.S. in Technical Management concentration in CIS
Robert Morris College 2000 — 2002
Associate's degree, Computer Networking Specialist
Micro Train
MCP, MCDST
Ty Sonagere, MBA Ty Sonagere, MBA's Spectrum Global Fund Administration Experience April 2007 - September 2009
Job Lead Data Steward at Grange Insurance
Industry Insurance
Experience
Grange Insurance November 2014 - Present
Nationwide Insurance September 2013 - November 2014
Nationwide Insurance January 2011 - September 2013
Citi March 2010 - January 2011
JPMorgan September 2009 - March 2010
Spectrum Global Fund Administration April 2007 - September 2009
BISYS October 2005 - April 2007
OppenheimerFunds September 2004 - October 2005
Skills
Leadership, Account Reconciliation, Hedge Funds, Derivatives, Accounting, Financial Accounting, Analytics, Corporate FP&A, Data Analysis, Securities Market, Mutual Funds
Education
Cleveland State University 2001 — 2004
MBA, Finance
Ohio Northern University 1996 — 2000
BA, Management & Communications
Nationwide Insurance
Greenbelt, Continuous Improvement, Process Management
Grange Insurance November 2014 - Present
Nationwide Insurance September 2013 - November 2014
Nationwide Insurance January 2011 - September 2013
Citi March 2010 - January 2011
JPMorgan September 2009 - March 2010
Spectrum Global Fund Administration April 2007 - September 2009
BISYS October 2005 - April 2007
OppenheimerFunds September 2004 - October 2005
Skills
Leadership, Account Reconciliation, Hedge Funds, Derivatives, Accounting, Financial Accounting, Analytics, Corporate FP&A, Data Analysis, Securities Market, Mutual Funds
Education
Cleveland State University 2001 — 2004
MBA, Finance
Ohio Northern University 1996 — 2000
BA, Management & Communications
Nationwide Insurance
Greenbelt, Continuous Improvement, Process Management
Bryan Redder, CPA's Spectrum Global Fund Administration Experience November 2007 - March 2008
Job Lead Analyst Accounting Operations at GE
Industry Accounting
Experience
GE September 2015 - Present
GE July 2014 - September 2015
Cooney, Faulkner & Stevens, LLC September 2013 - June 2014
Ernst & Young, LLP July 2011 - March 2013
Ohio State University July 2008 - July 2010
Worthington Industries January 2009 - December 2009
Spectrum Global Fund Administration November 2007 - March 2008
Skills
Accounting, Tax, Finance, Auditing, Financial Statements, Financial Reporting, Financial Analysis, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, US GAAP, Due Diligence, Microsoft Excel, Financial Modeling, PowerPoint, CPA, Microsoft Office, Access, Microsoft Word, GAAP, Data Analysis, Corporate Finance, Valuation, SAP, Corporate Tax, Tax Preparation, Financial Statement..., Account Reconciliation, Partnership Taxation, Variance Analysis, General Ledger, Internal Audit
Education
University of Cincinnati College of Business
Master of Business Administration (MBA)
The Ohio State University 2006 — 2010
BSBA, Accounting and Finance
Elder High School 2002 — 2006
GE September 2015 - Present
GE July 2014 - September 2015
Cooney, Faulkner & Stevens, LLC September 2013 - June 2014
Ernst & Young, LLP July 2011 - March 2013
Ohio State University July 2008 - July 2010
Worthington Industries January 2009 - December 2009
Spectrum Global Fund Administration November 2007 - March 2008
Skills
Accounting, Tax, Finance, Auditing, Financial Statements, Financial Reporting, Financial Analysis, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, US GAAP, Due Diligence, Microsoft Excel, Financial Modeling, PowerPoint, CPA, Microsoft Office, Access, Microsoft Word, GAAP, Data Analysis, Corporate Finance, Valuation, SAP, Corporate Tax, Tax Preparation, Financial Statement..., Account Reconciliation, Partnership Taxation, Variance Analysis, General Ledger, Internal Audit
Education
University of Cincinnati College of Business
Master of Business Administration (MBA)
The Ohio State University 2006 — 2010
BSBA, Accounting and Finance
Elder High School 2002 — 2006
Jacob D. Reinhart's Spectrum Global Fund Administration Experience March 2006 - June 2006
Job Senior Quantitative Portfolio Manager / Machine Learner at DV Trading
Industry Capital Markets
Experience
Reinhart Trading Company, LLC September 2012 - Present
DV Trading September 2010 - Present
Chopper Trading April 2009 - December 2009
Jane Street Capital LLC August 2008 - March 2009
HFR Asset Management December 2007 - February 2008
Jackson National Asset Management, LLC May 2007 - September 2007
Spectrum Global Fund Administration March 2006 - June 2006
Skills
Bloomberg, Technical Analysis, CQG, Strategy Optimization, Statistical Analysis, VBA, Probability &..., Outright & Spread..., Securities Pricing, R, High Frequency Trading, Algorithmic Trading, Statistical Machine..., Statistical Arbitrage, Time Series Analysis, Stochastic Processes, Stochastic Calculus, Statistical Modeling, Financial Econometrics, Derivatives, Options, Trading, Fixed Income
Education
DePaul University 2004 — 2008
Bachelor of Science, Economics, Summa Cum Laude
DePaul University 2004 — 2008
Bachelor of Science, Finance, Summa Cum Laude
Reinhart Trading Company, LLC September 2012 - Present
DV Trading September 2010 - Present
Chopper Trading April 2009 - December 2009
Jane Street Capital LLC August 2008 - March 2009
HFR Asset Management December 2007 - February 2008
Jackson National Asset Management, LLC May 2007 - September 2007
Spectrum Global Fund Administration March 2006 - June 2006
Skills
Bloomberg, Technical Analysis, CQG, Strategy Optimization, Statistical Analysis, VBA, Probability &..., Outright & Spread..., Securities Pricing, R, High Frequency Trading, Algorithmic Trading, Statistical Machine..., Statistical Arbitrage, Time Series Analysis, Stochastic Processes, Stochastic Calculus, Statistical Modeling, Financial Econometrics, Derivatives, Options, Trading, Fixed Income
Education
DePaul University 2004 — 2008
Bachelor of Science, Economics, Summa Cum Laude
DePaul University 2004 — 2008
Bachelor of Science, Finance, Summa Cum Laude
Aparna Edara Aparna Edara's Spectrum Global Fund Administration Experience November 2007 - July 2008
Job QA Engineer at Auction.com
Industry Information Technology and Services
Experience
Auction.com December 2014 - Present
Bunchball August 2011 - November 2014
Enghouse Interactive August 2008 - February 2011
Spectrum Global Fund Administration November 2007 - July 2008
Contract positions October 2006 - September 2007
Skills
Test Automation, Canoo Webtest, Python, Selenium, API testing, Quality Center, SQL, QTP, Test Cases, Agile Methodologies, Software Quality..., Test Planning, User Acceptance Testing, Requirements Analysis, System Testing, Scrum, Manual Testing, SDLC, HTML scripting, JMeter, HP QTP, Test Strategy, Performance Testing, Regression Testing, HP Quality Center, Software Documentation, Integration, MySQL, Software Project..., Databases, Test Management, Microsoft SQL Server, Web Applications, XML
Education
Osmania University 1996 — 1999
MCA, Information Technology
Auction.com December 2014 - Present
Bunchball August 2011 - November 2014
Enghouse Interactive August 2008 - February 2011
Spectrum Global Fund Administration November 2007 - July 2008
Contract positions October 2006 - September 2007
Skills
Test Automation, Canoo Webtest, Python, Selenium, API testing, Quality Center, SQL, QTP, Test Cases, Agile Methodologies, Software Quality..., Test Planning, User Acceptance Testing, Requirements Analysis, System Testing, Scrum, Manual Testing, SDLC, HTML scripting, JMeter, HP QTP, Test Strategy, Performance Testing, Regression Testing, HP Quality Center, Software Documentation, Integration, MySQL, Software Project..., Databases, Test Management, Microsoft SQL Server, Web Applications, XML
Education
Osmania University 1996 — 1999
MCA, Information Technology
John Henson, CMA, CPA, LSSGB, PMP, ACG, ALB's Spectrum Global Fund Administration Experience May 2007 - October 2009
Job Accountant at DFAS
Industry Accounting
Experience
DFAS October 2009 - Present
Spectrum Global Fund Administration May 2007 - October 2009
BISYS Fund Services December 2005 - May 2007
Skills
Financial Reporting, Financial Analysis, Financial Statements, Auditing, Accounting, Internal Audit, Accounts Payable, Managerial Finance, Accounts Receivable, Outlook, GAAP, Internal Controls, General Ledger, Finance, Analysis, Financial Modeling, Variance Analysis, Payroll, Risk Management, Cash Management, Forecasting, Account Reconciliation, Financial Accounting, Tax, Accruals, Access, US GAAP, Sarbanes-Oxley Act, Tax Preparation, Cost Accounting, Bank Reconciliation, Fund Accounting, QuickBooks, Government Accounting, CPA, Microsoft Excel, Journal Entries, Investments, Mutual Funds, Peachtree, Portfolio Management, Microsoft Word, PowerPoint, Revenue Recognition, Financial Audits, Microsoft Office, Tax Returns, Hedge Funds, Fund Of Funds, External Audit
Education
Otterbein College 2010 — 2012
Master of Business Administration (MBA), 3.96
Ohio University 2009 — 2010
Master of Financial Economics (MFE), Business/Managerial/Financial Economics, 3.96
Wittenberg University 2001 — 2005
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.67
DFAS October 2009 - Present
Spectrum Global Fund Administration May 2007 - October 2009
BISYS Fund Services December 2005 - May 2007
Skills
Financial Reporting, Financial Analysis, Financial Statements, Auditing, Accounting, Internal Audit, Accounts Payable, Managerial Finance, Accounts Receivable, Outlook, GAAP, Internal Controls, General Ledger, Finance, Analysis, Financial Modeling, Variance Analysis, Payroll, Risk Management, Cash Management, Forecasting, Account Reconciliation, Financial Accounting, Tax, Accruals, Access, US GAAP, Sarbanes-Oxley Act, Tax Preparation, Cost Accounting, Bank Reconciliation, Fund Accounting, QuickBooks, Government Accounting, CPA, Microsoft Excel, Journal Entries, Investments, Mutual Funds, Peachtree, Portfolio Management, Microsoft Word, PowerPoint, Revenue Recognition, Financial Audits, Microsoft Office, Tax Returns, Hedge Funds, Fund Of Funds, External Audit
Education
Otterbein College 2010 — 2012
Master of Business Administration (MBA), 3.96
Ohio University 2009 — 2010
Master of Financial Economics (MFE), Business/Managerial/Financial Economics, 3.96
Wittenberg University 2001 — 2005
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.67
Heather Patterson, MBA Heather Patterson, MBA's Spectrum Global Fund Administration Experience October 2007 - December 2008
Job Financial Business Analyst at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance December 2008 - Present
Spectrum Global Fund Administration October 2007 - December 2008
BISYS Fund Services September 2006 - October 2007
Education
Ashland University 2006 — 2008
MBA, Project Management-Executive Management
The Ohio State University 1996 — 2001
Nationwide Insurance December 2008 - Present
Spectrum Global Fund Administration October 2007 - December 2008
BISYS Fund Services September 2006 - October 2007
Education
Ashland University 2006 — 2008
MBA, Project Management-Executive Management
The Ohio State University 1996 — 2001
Kate Kapanowski Kate Kapanowski's Spectrum Global Fund Administration Experience September 2006 - March 2008
Job Management Consultant at Woodfield Fund Administration, LLC
Industry Accounting
Experience
Consultant May 2013 - Present
Woodfield LLC June 2008 - May 2013
Spectrum Global Fund Administration September 2006 - March 2008
Deerfield Capital Management October 2002 - August 2006
Deloitte June 2002 - October 2002
Skills
Financial Reporting, Fund Accounting, Accounting, SEC filings, Hedge Funds, Financial Statements, Auditing, Investments, Derivatives, Analysis, GAAP, Financial Services, Finance
Education
Northern Illinois University 1999 — 2004
Bachelor of Science (B.S.), Accounting
Consultant May 2013 - Present
Woodfield LLC June 2008 - May 2013
Spectrum Global Fund Administration September 2006 - March 2008
Deerfield Capital Management October 2002 - August 2006
Deloitte June 2002 - October 2002
Skills
Financial Reporting, Fund Accounting, Accounting, SEC filings, Hedge Funds, Financial Statements, Auditing, Investments, Derivatives, Analysis, GAAP, Financial Services, Finance
Education
Northern Illinois University 1999 — 2004
Bachelor of Science (B.S.), Accounting
Kenny KeunYoung Park, CFA Kenny KeunYoung Park, CFA's Spectrum Global Fund Administration Experience June 2007 - March 2008
Job Cornell University S.C. Johnson Graduate School of Management 학생
Industry Financial Services
Experience
TE Connectivity (formerly Tyco Electronics) June 2014 - August 2014
Citi July 2008 - May 2013
Spectrum Global Fund Administration June 2007 - March 2008
Skills
Valuation, Financial Modeling, Relationship Management, Financial Services, Derivatives, Equities, Portfolio Management, Hedge Funds, Financial Markets, Credit Analysis, Investments, Securities, Mutual Funds, Financial Analysis, Cash Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Finance concentration, Analytics focus – SQL, R software, Minitab, Crystal Ball, Master of Business Administration (MBA)
The Ohio State University 2005 — 2007
Finance, General, Bachelor of Science in Business Administration(Magna cum laude; GPA: 3.7/4.0; Dean’s lists)
TE Connectivity (formerly Tyco Electronics) June 2014 - August 2014
Citi July 2008 - May 2013
Spectrum Global Fund Administration June 2007 - March 2008
Skills
Valuation, Financial Modeling, Relationship Management, Financial Services, Derivatives, Equities, Portfolio Management, Hedge Funds, Financial Markets, Credit Analysis, Investments, Securities, Mutual Funds, Financial Analysis, Cash Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Finance concentration, Analytics focus – SQL, R software, Minitab, Crystal Ball, Master of Business Administration (MBA)
The Ohio State University 2005 — 2007
Finance, General, Bachelor of Science in Business Administration(Magna cum laude; GPA: 3.7/4.0; Dean’s lists)
Sheryl Lauer Sheryl Lauer's Spectrum Global Fund Administration Experience 2008 - 2009
Job at Ohio Department of Taxation
Industry Accounting
Experience
Ohio Department of Taxation 2010 - Present
CHA Animal Shelter 2010 - 2014
Spectrum Global Fund Administration 2008 - 2009
National Church Residences 2004 - 2008
PECO II 2000 - 2004
Education
Franklin University 2006 — 2008
Bachelor's, Accounting
Defiance College 1996 — 1999
Bachelor's, Business Administration
Ohio Department of Taxation 2010 - Present
CHA Animal Shelter 2010 - 2014
Spectrum Global Fund Administration 2008 - 2009
National Church Residences 2004 - 2008
PECO II 2000 - 2004
Education
Franklin University 2006 — 2008
Bachelor's, Accounting
Defiance College 1996 — 1999
Bachelor's, Business Administration
Jenny Davis Jenny Davis's Spectrum Global Fund Administration Experience December 2004 - March 2005
Job Director, Head of Trade Support at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management April 2013 - Present
Guggenheim Partners October 2012 - April 2013
Neuberger Berman April 2011 - November 2012
Neuberger Berman March 2007 - April 2011
Lehman Brothers March 2005 - March 2007
Spectrum Global Fund Administration December 2004 - March 2005
Vining Sparks, IBG August 2002 - December 2004
AMERICAN STROKE ASSOCIATION August 2003 - October 2004
Skills
Fixed Income, Bloomberg, Securities, Valuation, Accounting, Investment Management, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Spreadsheets, Recruiting, Software Documentation, Customer Service, Fundraising, Funding, Internet Explorer, Troubleshooting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Masters of Business Administration, Finance / Sustainable Management
Louisiana State University 1998 — 2002
Bachelors of Science, Finance
UBS Global Asset Management April 2013 - Present
Guggenheim Partners October 2012 - April 2013
Neuberger Berman April 2011 - November 2012
Neuberger Berman March 2007 - April 2011
Lehman Brothers March 2005 - March 2007
Spectrum Global Fund Administration December 2004 - March 2005
Vining Sparks, IBG August 2002 - December 2004
AMERICAN STROKE ASSOCIATION August 2003 - October 2004
Skills
Fixed Income, Bloomberg, Securities, Valuation, Accounting, Investment Management, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Spreadsheets, Recruiting, Software Documentation, Customer Service, Fundraising, Funding, Internet Explorer, Troubleshooting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Masters of Business Administration, Finance / Sustainable Management
Louisiana State University 1998 — 2002
Bachelors of Science, Finance
D. Brooke Gottshall D. Brooke Gottshall's Spectrum Global Fund Administration Experience 2007 - 2008
Job CFO at Phalanx Capital Management, LLC
Industry Financial Services
Experience
Gottshall Group LLC 2008 - August 2010
Spectrum Global Fund Administration 2007 - 2008
Citigroup 2005 - 2007
Bank One 2000 - 2003
Pennsylvania Army National Guard May 1992 - January 2001
O’Connor & Associates, Arbitrade, Joe Heard Group 1994 - 1999
Independence Blue Cross 1992 - 1994
The Vanguard Group 1991 - 1991
United States Air Force 1987 - 1990
Skills
Internal Audit, Options, Derivatives, Equities, Financial Analysis, Valuation, Investments, Financial Services, Risk Management, Asset Management, Fixed Income, Financial Modeling, Private Equity, Due Diligence
Education
Villanova University 1994 — 2000
MBA, Finance
Penn State University 1982 — 1986
BS, Finance/Accounting
Gottshall Group LLC 2008 - August 2010
Spectrum Global Fund Administration 2007 - 2008
Citigroup 2005 - 2007
Bank One 2000 - 2003
Pennsylvania Army National Guard May 1992 - January 2001
O’Connor & Associates, Arbitrade, Joe Heard Group 1994 - 1999
Independence Blue Cross 1992 - 1994
The Vanguard Group 1991 - 1991
United States Air Force 1987 - 1990
Skills
Internal Audit, Options, Derivatives, Equities, Financial Analysis, Valuation, Investments, Financial Services, Risk Management, Asset Management, Fixed Income, Financial Modeling, Private Equity, Due Diligence
Education
Villanova University 1994 — 2000
MBA, Finance
Penn State University 1982 — 1986
BS, Finance/Accounting
J. Kevin Kenely's Spectrum Global Fund Administration Experience 2005 - 2006
Job Investment Management, Mutual Funds and Financial Services Executive
Industry Financial Services
Experience
Reliance Trust Company April 2012 - Present
Guggenheim Partners, LLC / Protiviti, Inc. February 2010 - January 2012
Jackson National Asset Management, LLC 2007 - 2009
Chicago Trading Company 2006 - 2007
Spectrum Global Fund Administration 2005 - 2006
Grantham, Mayo, Van Otterloo & Co. LLC 1999 - 2004
Evergreen Investments / Keysone Group 1980 - 1999
KPMG 1976 - 1980
Skills
Hedge Funds, Securities, Investments, Portfolio Management, Mutual Funds, Valuation, Risk Management, Fund Accounting, Options, Corporate Finance, Finance, Mergers & Acquisitions
Education
Boston College
B.S, Accounting and Computer Science
Reliance Trust Company April 2012 - Present
Guggenheim Partners, LLC / Protiviti, Inc. February 2010 - January 2012
Jackson National Asset Management, LLC 2007 - 2009
Chicago Trading Company 2006 - 2007
Spectrum Global Fund Administration 2005 - 2006
Grantham, Mayo, Van Otterloo & Co. LLC 1999 - 2004
Evergreen Investments / Keysone Group 1980 - 1999
KPMG 1976 - 1980
Skills
Hedge Funds, Securities, Investments, Portfolio Management, Mutual Funds, Valuation, Risk Management, Fund Accounting, Options, Corporate Finance, Finance, Mergers & Acquisitions
Education
Boston College
B.S, Accounting and Computer Science
Thang Van Ung's Spectrum Global Fund Administration Experience January 2006 - August 2007
Job Consultant at Medidata Solutions
Industry Computer Software
Experience
Seniorlink August 2013 - June 2014
Digitas August 2012 - April 2013
The Debt Exchange April 2012 - June 2012
Linedata August 2011 - February 2012
Morningstar August 2007 - January 2010
Spectrum Global Fund Administration January 2006 - August 2007
Self Employed November 2001 - January 2006
Skills
SQL, .NET, C#, JavaScript, Databases, CSS, PHP, WPF, CMS, Microsoft SQL Server, XML, Web Services, Agile Methodologies, SDLC
Education
University of New Orleans 1991 — 1994
BS, SCSI
Seniorlink August 2013 - June 2014
Digitas August 2012 - April 2013
The Debt Exchange April 2012 - June 2012
Linedata August 2011 - February 2012
Morningstar August 2007 - January 2010
Spectrum Global Fund Administration January 2006 - August 2007
Self Employed November 2001 - January 2006
Skills
SQL, .NET, C#, JavaScript, Databases, CSS, PHP, WPF, CMS, Microsoft SQL Server, XML, Web Services, Agile Methodologies, SDLC
Education
University of New Orleans 1991 — 1994
BS, SCSI
Mohsen Noursalehi Mohsen Noursalehi's Spectrum Global Fund Administration Experience November 2005 - May 2007
Job Director of Operations at Opus Fund Services
Industry Financial Services
Experience
Opus Fund Services April 2010 - Present
MNFS Group LLC March 2010 - Present
Bank of America March 2008 - February 2010
Citadel Solutions May 2007 - March 2008
Spectrum Global Fund Administration November 2005 - May 2007
Skills
Web-base application..., PHP Applications, ASP Applications, System and Process..., Fund Accounting, Fund Of Funds, Fund Administration, Financial Services, Team Management, Sales, Employee Training, Hedge Funds, Hedge Accounting, Equities, Derivatives, Alternative Investments, Financial Analysis, Fixed Income, Prime Brokerage, Trading Systems, Options
Education
University of Illinois at Chicago 2001 — 2005
Finance and Marketing, Finance and Marketing
Opus Fund Services April 2010 - Present
MNFS Group LLC March 2010 - Present
Bank of America March 2008 - February 2010
Citadel Solutions May 2007 - March 2008
Spectrum Global Fund Administration November 2005 - May 2007
Skills
Web-base application..., PHP Applications, ASP Applications, System and Process..., Fund Accounting, Fund Of Funds, Fund Administration, Financial Services, Team Management, Sales, Employee Training, Hedge Funds, Hedge Accounting, Equities, Derivatives, Alternative Investments, Financial Analysis, Fixed Income, Prime Brokerage, Trading Systems, Options
Education
University of Illinois at Chicago 2001 — 2005
Finance and Marketing, Finance and Marketing
Jody Czako Jody Czako's Spectrum Global Fund Administration Experience September 2007 - May 2008
Job Business Gift Services Associate at 1800flowers.com
Industry Financial Services
Experience
1800flowers.com October 2013 - Present
Self-Employed May 2012 - Present
The Delaware County Bank & Trust Company October 2010 - April 2012
JPMorgan Chase June 2008 - October 2010
Spectrum Global Fund Administration September 2007 - May 2008
Citi August 2007 - September 2007
BISYS January 2000 - July 2007
BISYS Fund Services, Inc. 2000 - 2007
Education
The Ohio State University
BSBA, Accounting
1800flowers.com October 2013 - Present
Self-Employed May 2012 - Present
The Delaware County Bank & Trust Company October 2010 - April 2012
JPMorgan Chase June 2008 - October 2010
Spectrum Global Fund Administration September 2007 - May 2008
Citi August 2007 - September 2007
BISYS January 2000 - July 2007
BISYS Fund Services, Inc. 2000 - 2007
Education
The Ohio State University
BSBA, Accounting
Mike Berger, CIPM's Spectrum Global Fund Administration Experience May 2007 - April 2008
Job Sr. Enterprise Risk Analyst at Ohio Public Employees Retirement System
Industry Financial Services
Experience
Ohio Public Employees Retirement System April 2013 - Present
Ohio Public Employees Retirement System July 2011 - April 2013
Ohio Bureau of Workers' Compensation March 2008 - July 2011
Spectrum Global Fund Administration May 2007 - April 2008
Meeder Financial August 2002 - April 2007
PFPC January 2002 - August 2002
Ohio Air National Guard May 1995 - May 2001
BISYS Fund Services 1999 - 2001
Skills
Mutual Funds, Investments, Bloomberg, Fund Accounting, Financial Services, Hedge Funds, Asset Management, Financial Markets, Alternative Investments, Asset Allocation, Portfolio Management, Fixed Income, Investment Strategies
Education
Ohio University-Lancaster 2008 — 2009
Masters, Financial Economics
Bowling Green State University 1995 — 1999
Bachelor of Science, Business Administration / Accounting
Ohio Public Employees Retirement System April 2013 - Present
Ohio Public Employees Retirement System July 2011 - April 2013
Ohio Bureau of Workers' Compensation March 2008 - July 2011
Spectrum Global Fund Administration May 2007 - April 2008
Meeder Financial August 2002 - April 2007
PFPC January 2002 - August 2002
Ohio Air National Guard May 1995 - May 2001
BISYS Fund Services 1999 - 2001
Skills
Mutual Funds, Investments, Bloomberg, Fund Accounting, Financial Services, Hedge Funds, Asset Management, Financial Markets, Alternative Investments, Asset Allocation, Portfolio Management, Fixed Income, Investment Strategies
Education
Ohio University-Lancaster 2008 — 2009
Masters, Financial Economics
Bowling Green State University 1995 — 1999
Bachelor of Science, Business Administration / Accounting
Robin Pandey, MBA Robin Pandey, MBA's Spectrum Global Fund Administration Experience 2007 - 2007
Job Project/Program Manager Cognizant Technology Services
Industry Information Technology and Services
Experience
NTT DATA Inc. February 2013 - September 2013
Kforce Inc. August 2010 - June 2012
ME Financial Services April 2009 - June 2010
AEP (American Electric Power) October 2007 - December 2008
Spectrum Global Fund Administration 2007 - 2007
Meeder Financial 2006 - 2006
Citi 2005 - 2005
HSBC September 2003 - May 2004
Radio Shack 1997 - 2001
Skills
Program Management, Vendor Management, Agile, SharePoint, Team Leadership, Visio, Process Improvement, Change Management, MS Project, Requirements Analysis, Integration, E-commerce, Strategic Planning, Software Project..., SDLC, Business Analysis, Project Planning, Customer Relations, Risk Management, SQL, Technical Writing, Mentoring, Software Development, XML, SAP Business Object, Crystal Reports, Cloud Computing, Project Management, Agile Methodologies, Business Objects, Customer Service, Quality Assurance, ITIL, Analysis, Business Intelligence, User Acceptance Testing, Requirements Gathering, Business Process..., Management, Business Process, Project Portfolio..., PMP, IT Strategy, PMO, CRM, Software Documentation, Agile Project Management
Education
New York Institute of Technology-Old Westbury 2002 — 2003
MBA, Management
University of Texas at Tyler 1993 — 1993
NA, Computer Science and GIS
Northern Illinois University 1987 — 1992
BS, Economics
NTT DATA Inc. February 2013 - September 2013
Kforce Inc. August 2010 - June 2012
ME Financial Services April 2009 - June 2010
AEP (American Electric Power) October 2007 - December 2008
Spectrum Global Fund Administration 2007 - 2007
Meeder Financial 2006 - 2006
Citi 2005 - 2005
HSBC September 2003 - May 2004
Radio Shack 1997 - 2001
Skills
Program Management, Vendor Management, Agile, SharePoint, Team Leadership, Visio, Process Improvement, Change Management, MS Project, Requirements Analysis, Integration, E-commerce, Strategic Planning, Software Project..., SDLC, Business Analysis, Project Planning, Customer Relations, Risk Management, SQL, Technical Writing, Mentoring, Software Development, XML, SAP Business Object, Crystal Reports, Cloud Computing, Project Management, Agile Methodologies, Business Objects, Customer Service, Quality Assurance, ITIL, Analysis, Business Intelligence, User Acceptance Testing, Requirements Gathering, Business Process..., Management, Business Process, Project Portfolio..., PMP, IT Strategy, PMO, CRM, Software Documentation, Agile Project Management
Education
New York Institute of Technology-Old Westbury 2002 — 2003
MBA, Management
University of Texas at Tyler 1993 — 1993
NA, Computer Science and GIS
Northern Illinois University 1987 — 1992
BS, Economics
Diane Wendel, CFP®, ChFC® Diane Wendel, CFP®, ChFC®'s Spectrum Global Fund Administration Experience July 2007 - May 2008
Job Financial Planner
Industry Financial Services
Experience
WealthStone, Inc. May 2008 - Present
Spectrum Global Fund Administration July 2007 - May 2008
The BISYS Group Inc. 1998 - 2007
SAIC 1994 - 1998
Science Applications International Corporation 1994 - 1998
Education
University of Dayton 1990 — 1994
BA, International Studies, Spanish
WealthStone, Inc. May 2008 - Present
Spectrum Global Fund Administration July 2007 - May 2008
The BISYS Group Inc. 1998 - 2007
SAIC 1994 - 1998
Science Applications International Corporation 1994 - 1998
Education
University of Dayton 1990 — 1994
BA, International Studies, Spanish
Ewa Herdea, CPA Ewa Herdea, CPA's Spectrum Global Fund Administration Experience 2001 - 2002
Job AVP for Finance and Controller at Dominican University
Industry Accounting
Experience
Dominican University June 2015 - Present
Adler University April 2012 - May 2015
Adler University September 2011 - April 2012
Various Contract Positions April 2010 - September 2011
Bank of America 2007 - 2009
HSBC 2005 - 2007
Markel Corporation 2004 - 2005
Steiner Electric 2002 - 2004
Spectrum Global Fund Administration 2001 - 2002
Skills
Financial Reporting, Financial Analysis, Financial Accounting, Cash Management, Accounting, Sarbanes-Oxley Act, Auditing, Process Improvement, Financial Audits, CPA, Analysis, Tax, Account Reconciliation, Finance, US GAAP, Internal Controls, Variance Analysis, Accounts Receivable
Education
Adler University 2012 — 2014
M.A. in Industrial & Organizational Psychology
Dominican University 1999 — 2002
M.S., Accounting
1994 — 1998
B.A., Marketing & Management
Dominican University June 2015 - Present
Adler University April 2012 - May 2015
Adler University September 2011 - April 2012
Various Contract Positions April 2010 - September 2011
Bank of America 2007 - 2009
HSBC 2005 - 2007
Markel Corporation 2004 - 2005
Steiner Electric 2002 - 2004
Spectrum Global Fund Administration 2001 - 2002
Skills
Financial Reporting, Financial Analysis, Financial Accounting, Cash Management, Accounting, Sarbanes-Oxley Act, Auditing, Process Improvement, Financial Audits, CPA, Analysis, Tax, Account Reconciliation, Finance, US GAAP, Internal Controls, Variance Analysis, Accounts Receivable
Education
Adler University 2012 — 2014
M.A. in Industrial & Organizational Psychology
Dominican University 1999 — 2002
M.S., Accounting
1994 — 1998
B.A., Marketing & Management
Aurora Dawn Reinke's Spectrum Global Fund Administration Experience March 2005 - April 2006
Job Director, Enterprise Learning at Laureate Hospitality Business Education
Industry Higher Education
Experience
Laureate Hospitality Business Education July 2014 - Present
Kendall College March 2009 - Present
Panzanzee May 2011 - May 2012
Benedictine University June 2011 - September 2011
Self-employed September 2001 - December 2008
AIM-TO August 2007 - July 2008
Backstop Solutions Group, LLC May 2006 - October 2006
Spectrum Global Fund Administration March 2005 - April 2006
Blue Martini January 2001 - July 2001
Pandesic May 1999 - December 2000
Skills
Research, Entrepreneurship, Writing, Teaching, Strategic Planning, Marketing Strategy, Operational Excellence, Editing, Product Management, Nonprofits, Business Planning, Process Improvement, Spanish, Management, Leadership Development, Event Planning, Public Speaking, Project Planning, Training, Analysis, Product Development, Sales, Leadership, Proposal Writing, Customer Service, Strategy, Team Management, CRM, Marketing, Negotiation, Recruiting, Operations Management, Lead Generation, Program Management, Coaching, Consulting, Team Building, Project Management
Education
Walden University 2011 — 2014
Doctorate in Business Administration, Social Impact Management
University of South Carolina-Columbia 1994 — 1996
MIBS, International Business
Georgia State University - J. Mack Robinson College of Business 1991 — 1994
BBA, CIS, Computer Information Systems
Laureate Hospitality Business Education July 2014 - Present
Kendall College March 2009 - Present
Panzanzee May 2011 - May 2012
Benedictine University June 2011 - September 2011
Self-employed September 2001 - December 2008
AIM-TO August 2007 - July 2008
Backstop Solutions Group, LLC May 2006 - October 2006
Spectrum Global Fund Administration March 2005 - April 2006
Blue Martini January 2001 - July 2001
Pandesic May 1999 - December 2000
Skills
Research, Entrepreneurship, Writing, Teaching, Strategic Planning, Marketing Strategy, Operational Excellence, Editing, Product Management, Nonprofits, Business Planning, Process Improvement, Spanish, Management, Leadership Development, Event Planning, Public Speaking, Project Planning, Training, Analysis, Product Development, Sales, Leadership, Proposal Writing, Customer Service, Strategy, Team Management, CRM, Marketing, Negotiation, Recruiting, Operations Management, Lead Generation, Program Management, Coaching, Consulting, Team Building, Project Management
Education
Walden University 2011 — 2014
Doctorate in Business Administration, Social Impact Management
University of South Carolina-Columbia 1994 — 1996
MIBS, International Business
Georgia State University - J. Mack Robinson College of Business 1991 — 1994
BBA, CIS, Computer Information Systems
Salman Vora Salman Vora's Spectrum Global Fund Administration Experience 2007 - 2007
Job Senior Analyst at Constellation Energy
Industry Utilities
Experience
Constellation Energy October 2011 - Present
FourWinds Capital Management January 2008 - May 2010
FuturesOne July 2007 - December 2007
League Trading June 2007 - June 2007
Spectrum Global Fund Administration 2007 - 2007
University of Illinois 2004 - 2007
Skills
Financial Modeling, New Business Development, Business Strategy, Quantitative Analytics, Portfolio Management, Natural Gas, Commodity Markets, Electricity Markets, Financial Analysis, Trading, Energy Markets, Derivatives, Bloomberg, Alternative Investments, Capital Markets, Investments, Analysis, Hedging, Fixed Income, Valuation, Risk Management, Due Diligence, Options, Hedge Funds, Private Equity, Commodity, Equities, Energy, Asset Managment, Trading Strategies, Asset Allocation, Corporate Finance, Electronic Trading, Equity Trading, Investment Strategies, VBA, Fundamental Analysis, Investment Management, Finance, Trading Systems, Securities, Electric Power
Education
University of Illinois at Chicago
Finance
Von Steuben
Constellation Energy October 2011 - Present
FourWinds Capital Management January 2008 - May 2010
FuturesOne July 2007 - December 2007
League Trading June 2007 - June 2007
Spectrum Global Fund Administration 2007 - 2007
University of Illinois 2004 - 2007
Skills
Financial Modeling, New Business Development, Business Strategy, Quantitative Analytics, Portfolio Management, Natural Gas, Commodity Markets, Electricity Markets, Financial Analysis, Trading, Energy Markets, Derivatives, Bloomberg, Alternative Investments, Capital Markets, Investments, Analysis, Hedging, Fixed Income, Valuation, Risk Management, Due Diligence, Options, Hedge Funds, Private Equity, Commodity, Equities, Energy, Asset Managment, Trading Strategies, Asset Allocation, Corporate Finance, Electronic Trading, Equity Trading, Investment Strategies, VBA, Fundamental Analysis, Investment Management, Finance, Trading Systems, Securities, Electric Power
Education
University of Illinois at Chicago
Finance
Von Steuben
Celine Adduci's Spectrum Global Fund Administration Experience August 2004 - September 2006
Job Recruiter at The Jacobson Group
Industry Staffing and Recruiting
Experience
The Jacobson Group July 2015 - Present
Rose International January 2013 - June 2015
Peoplescout a Seaton Corp. Company Worlds Largest RPO April 2011 - August 2012
Independent Consultant/Contractor/ December 2009 - February 2011
First Associates, LLC February 2007 - August 2009
Spectrum Global Fund Administration August 2004 - September 2006
First Associates February 1994 - August 2004
Skills
Executive Search, Full Life Cycle..., Recruiting, Talent Management, Information Technology, EEOC, Military Recruiting, Applicant Tracking..., Taleo, ADP VE, Virtual Edge, IEX Total View, Avaya, FERPA, FMLA, Options, Management, CRM, Sourcing, Search, Account Management, Account Executive, Human Resources, Temporary Placement, Financial Services, Talent Acquisition, Technical Recruiting, Networking, College Recruiting, Benefits Negotiation, SDLC, Hiring, Contract Recruitment, Staff Augmentation, Staffing Services, Full-life Cycle...
Education
DePaul University
Bachelor of Arts program, Human Resources Mgmt & Organizational Development
Seton Academy
College Preparatory
The Jacobson Group July 2015 - Present
Rose International January 2013 - June 2015
Peoplescout a Seaton Corp. Company Worlds Largest RPO April 2011 - August 2012
Independent Consultant/Contractor/ December 2009 - February 2011
First Associates, LLC February 2007 - August 2009
Spectrum Global Fund Administration August 2004 - September 2006
First Associates February 1994 - August 2004
Skills
Executive Search, Full Life Cycle..., Recruiting, Talent Management, Information Technology, EEOC, Military Recruiting, Applicant Tracking..., Taleo, ADP VE, Virtual Edge, IEX Total View, Avaya, FERPA, FMLA, Options, Management, CRM, Sourcing, Search, Account Management, Account Executive, Human Resources, Temporary Placement, Financial Services, Talent Acquisition, Technical Recruiting, Networking, College Recruiting, Benefits Negotiation, SDLC, Hiring, Contract Recruitment, Staff Augmentation, Staffing Services, Full-life Cycle...
Education
DePaul University
Bachelor of Arts program, Human Resources Mgmt & Organizational Development
Seton Academy
College Preparatory
Ron Suber Ron Suber's Spectrum Global Fund Administration Experience July 2006 - April 2008
Job President at Prosper Marketplace
Industry Financial Services
Experience
Prosper Marketplace March 2014 - Present
Prosper Marketplace January 2013 - March 2014
HazelTree Fund Services June 2011 - July 2013
Wells Fargo Securities August 2012 - January 2013
Merlin Securities April 2008 - July 2012
Spectrum Global Fund Administration July 2006 - April 2008
Bear Stearns July 1992 - June 2006
Pershing June 1986 - June 1991
Education
University of California, Berkeley 1983 — 1986
BA, Economics
University of California, San Diego 1982 — 1983
Prosper Marketplace March 2014 - Present
Prosper Marketplace January 2013 - March 2014
HazelTree Fund Services June 2011 - July 2013
Wells Fargo Securities August 2012 - January 2013
Merlin Securities April 2008 - July 2012
Spectrum Global Fund Administration July 2006 - April 2008
Bear Stearns July 1992 - June 2006
Pershing June 1986 - June 1991
Education
University of California, Berkeley 1983 — 1986
BA, Economics
University of California, San Diego 1982 — 1983
Marty Pembroke Marty Pembroke's Spectrum Global Fund Administration Experience December 2006 - December 2008
Job Managing Director at EisnerAmper Fund Services llc
Industry Financial Services
Experience
EisnerAmper LLP February 2012 - Present
HLW Fund Services LLC January 2009 - February 2012
Spectrum Global Fund Administration December 2006 - December 2008
Griffin Kubik Stephens & Thompson September 2001 - December 2006
Cleary Gull Inc. December 1996 - August 2001
Tucker Anthony Capital Markets December 1996 - August 2001
Rodman & Renshaw September 1995 - December 1996
Fuji Securities March 1986 - September 1995
Spicer & Oppenheim 1983 - 1986
Skills
Hedge Funds, Alternative Investments, Fund Administration, Management, Fund Of Funds, Securities, Mergers & Acquisitions, Asset Management, Private Equity, Investments, Accounting
Education
University of Illinois at Chicago 1976 — 1980
BS, Accounting
EisnerAmper LLP February 2012 - Present
HLW Fund Services LLC January 2009 - February 2012
Spectrum Global Fund Administration December 2006 - December 2008
Griffin Kubik Stephens & Thompson September 2001 - December 2006
Cleary Gull Inc. December 1996 - August 2001
Tucker Anthony Capital Markets December 1996 - August 2001
Rodman & Renshaw September 1995 - December 1996
Fuji Securities March 1986 - September 1995
Spicer & Oppenheim 1983 - 1986
Skills
Hedge Funds, Alternative Investments, Fund Administration, Management, Fund Of Funds, Securities, Mergers & Acquisitions, Asset Management, Private Equity, Investments, Accounting
Education
University of Illinois at Chicago 1976 — 1980
BS, Accounting
Tomer Konstantin Tomer Konstantin's Spectrum Global Fund Administration Experience January 2007 - June 2009
Job 2nd Vice President, Team Lead Investor Services at Nothern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Hedge Fund Services August 2011 - Present
Citadel Investment Group - Omnium LLC December 2010 - August 2011
Citadel Investment Group - Omnium LLC July 2009 - December 2010
Spectrum Global Fund Administration January 2007 - June 2009
Skills
Hedge Funds, Alternative Investments, Equities, Private Equity, Valuation, Financial Modeling, Investments, Derivatives, Asset Managment, Fixed Income, Fund Of Funds, Financial Analysis, Due Diligence, Mutual Funds, Trading, Bloomberg, Asset Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Wisconsin-Madison - School of Business 2002 — 2006
BS, Finance, & Investment Banking
City University London 2005 — 2005
BS, Business - Finance
Northern Trust Hedge Fund Services August 2011 - Present
Citadel Investment Group - Omnium LLC December 2010 - August 2011
Citadel Investment Group - Omnium LLC July 2009 - December 2010
Spectrum Global Fund Administration January 2007 - June 2009
Skills
Hedge Funds, Alternative Investments, Equities, Private Equity, Valuation, Financial Modeling, Investments, Derivatives, Asset Managment, Fixed Income, Fund Of Funds, Financial Analysis, Due Diligence, Mutual Funds, Trading, Bloomberg, Asset Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Wisconsin-Madison - School of Business 2002 — 2006
BS, Finance, & Investment Banking
City University London 2005 — 2005
BS, Business - Finance
Shelly Kramer Shelly Kramer's Spectrum Global Fund Administration Experience October 2007 - August 2008
Job Associate Managing Director at The PrivateBank
Industry Financial Services
Experience
The PrivateBank August 2009 - Present
BOSS 2008 - Present
Bridge Finance Group, LLC February 2009 - August 2009
Quinten Road Fund, LLC August 2008 - November 2008
Spectrum Global Fund Administration October 2007 - August 2008
LaSalle Bank/ABN Amro November 2006 - October 2007
Acxiom Direct May 2006 - November 2006
Help-U-Sell Real Estate September 2005 - February 2006
Westcorp Bank December 2002 - September 2005
Epson America, Inc. March 2001 - December 2002
Education
University of Phoenix
Bachelors, Accounting
The PrivateBank August 2009 - Present
BOSS 2008 - Present
Bridge Finance Group, LLC February 2009 - August 2009
Quinten Road Fund, LLC August 2008 - November 2008
Spectrum Global Fund Administration October 2007 - August 2008
LaSalle Bank/ABN Amro November 2006 - October 2007
Acxiom Direct May 2006 - November 2006
Help-U-Sell Real Estate September 2005 - February 2006
Westcorp Bank December 2002 - September 2005
Epson America, Inc. March 2001 - December 2002
Education
University of Phoenix
Bachelors, Accounting
Mary Person Mary Person's Spectrum Global Fund Administration Experience October 2007 - October 2008
Job Senior Manager Diversity Programs at Chicago Transit Authority
Industry Transportation/Trucking/Railroad
Experience
Chicago Transit Authority August 2015 - Present
Chicago Transit Authority April 2014 - August 2015
Chicago Transit Authority March 2012 - April 2014
Chicago Transit Authority March 2011 - April 2012
SCR Medical Transportation January 2009 - February 2011
PETLAND NILES April 2004 - February 2009
Spectrum Global Fund Administration October 2007 - October 2008
Tribune Interactive September 2006 - October 2007
Chicago Transit Authority January 2002 - April 2005
Loyola University Chicago 2000 - 2003
Skills
Diversity & Inclusion, Community Outreach, Supplier Diversity, Project Management, Government Procurement, Contract Negotiation, Davis Bacon, Process Improvement, Accounting, Leadership, Data Analysis, Vendor Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Budgets, Customer Service, Finance, Financial Reporting, Forecasting, General Ledger, Microsoft Office, Policy, Variance Analysis
Education
Loyola University Chicago 1999 — 2003
Bachelor's Degree, Finance
Chicago Transit Authority August 2015 - Present
Chicago Transit Authority April 2014 - August 2015
Chicago Transit Authority March 2012 - April 2014
Chicago Transit Authority March 2011 - April 2012
SCR Medical Transportation January 2009 - February 2011
PETLAND NILES April 2004 - February 2009
Spectrum Global Fund Administration October 2007 - October 2008
Tribune Interactive September 2006 - October 2007
Chicago Transit Authority January 2002 - April 2005
Loyola University Chicago 2000 - 2003
Skills
Diversity & Inclusion, Community Outreach, Supplier Diversity, Project Management, Government Procurement, Contract Negotiation, Davis Bacon, Process Improvement, Accounting, Leadership, Data Analysis, Vendor Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Budgets, Customer Service, Finance, Financial Reporting, Forecasting, General Ledger, Microsoft Office, Policy, Variance Analysis
Education
Loyola University Chicago 1999 — 2003
Bachelor's Degree, Finance
Donald Kubiak Donald Kubiak's Spectrum Global Fund Administration Experience September 2007 - March 2008
Job Investigator Market Regulation at CME Group
Industry Banking
Experience
CME Group August 2015 - Present
Fay Servicing, LLC February 2015 - August 2015
Fay Servicing, LLC May 2014 - February 2015
Guaranteed Rate October 2012 - May 2014
JPMorgan Chase August 2008 - September 2012
Spectrum Global Fund Administration September 2007 - March 2008
Skills
Banking, Mortgage Lending, Sales, Loans, Microsoft Office, Licensing, Underwriting, Customer Service, Administration, CRM, Credit, Lines Of Credit, Fannie Mae, FHA financing, Residential Mortgages, Mortgage Banking, Jumbo Mortgage, Cross Selling, Cold Calling, HARP Loans, Customer Acquisition, Customer Engagement, Analysis, Financial Services, Loan Origination, Refinance, Microsoft Excel, PowerPoint, FHA, Microsoft Access
Education
Quinlan School of Business, Loyola University Chicago 2015 — 2016
Master of Business Administration (M.B.A.), Finance
DePaul University 2004 — 2009
Bachelor's Degree, Economics
DePaul University 2004 — 2009
Bachelor's Degree, Finance
CME Group August 2015 - Present
Fay Servicing, LLC February 2015 - August 2015
Fay Servicing, LLC May 2014 - February 2015
Guaranteed Rate October 2012 - May 2014
JPMorgan Chase August 2008 - September 2012
Spectrum Global Fund Administration September 2007 - March 2008
Skills
Banking, Mortgage Lending, Sales, Loans, Microsoft Office, Licensing, Underwriting, Customer Service, Administration, CRM, Credit, Lines Of Credit, Fannie Mae, FHA financing, Residential Mortgages, Mortgage Banking, Jumbo Mortgage, Cross Selling, Cold Calling, HARP Loans, Customer Acquisition, Customer Engagement, Analysis, Financial Services, Loan Origination, Refinance, Microsoft Excel, PowerPoint, FHA, Microsoft Access
Education
Quinlan School of Business, Loyola University Chicago 2015 — 2016
Master of Business Administration (M.B.A.), Finance
DePaul University 2004 — 2009
Bachelor's Degree, Economics
DePaul University 2004 — 2009
Bachelor's Degree, Finance
Joshua Schleman's Spectrum Global Fund Administration Experience April 2006 - April 2007
Job Business Unit Controller at Federal Home Loan Bank of Chicago
Industry Financial Services
Experience
Federal Home Loan Bank of Chicago February 2015 - Present
Federal Home Loan Bank of Chicago April 2012 - February 2015
Bank of America April 2007 - December 2010
Spectrum Global Fund Administration April 2006 - April 2007
Lazard Freres LLC May 2001 - June 2003
Sanford C. Bernstien Inc. October 1998 - March 2001
Skills
Derivatives, Financial Services, Account Reconciliation, Credit, P&L Analysis, Hedge Funds, Mutual Funds, Valuation, Capital Markets, Asset Managment, Banking, Structured Products
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2005
MBA
Pontificia Universidad Católica de Chile 2005 — 2005
MBA
University of Michigan 1994 — 1998
BA
Federal Home Loan Bank of Chicago February 2015 - Present
Federal Home Loan Bank of Chicago April 2012 - February 2015
Bank of America April 2007 - December 2010
Spectrum Global Fund Administration April 2006 - April 2007
Lazard Freres LLC May 2001 - June 2003
Sanford C. Bernstien Inc. October 1998 - March 2001
Skills
Derivatives, Financial Services, Account Reconciliation, Credit, P&L Analysis, Hedge Funds, Mutual Funds, Valuation, Capital Markets, Asset Managment, Banking, Structured Products
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2005
MBA
Pontificia Universidad Católica de Chile 2005 — 2005
MBA
University of Michigan 1994 — 1998
BA
Harold Bass's Spectrum Global Fund Administration Experience March 2000 - March 2008
Job Senior Media Developer
Industry E-Learning
Experience
Motorola Solutions December 2008 - Present
Bassgrafix February 2008 - December 2008
Spectrum Global Fund Administration March 2000 - March 2008
WealthMetrics.com March 2000 - September 2001
Staging Graphics, Inc July 1997 - March 2000
Caribiner Communications June 1996 - July 1997
Skills
Multimedia, Photoshop, Corporate Identity, Art Direction, Graphic Design, User Interface Design, Logo Design, Dreamweaver, Illustrator, Web Design, Flash, Graphics, Creative Direction, Adobe Acrobat, Website Development, Brand Development, HTML, Brochures, Web Development, Adobe Creative Suite, Logos, Visual Communication, Articulate Studio, Captivate, CRM, Video, Video Editing, Advertising, Digital Media, Online Marketing, Integrated Marketing, Online Advertising, Newsletters, Photography, User Experience, Marketing, Corporate Communications, Email Marketing, CMS, Management
Education
American InterContinental University 2004 — 2005
BA
Prairie State College 1980 — 1986
AAS
Crete Monee H.S. 1976 — 1980
Diploma
Motorola Solutions December 2008 - Present
Bassgrafix February 2008 - December 2008
Spectrum Global Fund Administration March 2000 - March 2008
WealthMetrics.com March 2000 - September 2001
Staging Graphics, Inc July 1997 - March 2000
Caribiner Communications June 1996 - July 1997
Skills
Multimedia, Photoshop, Corporate Identity, Art Direction, Graphic Design, User Interface Design, Logo Design, Dreamweaver, Illustrator, Web Design, Flash, Graphics, Creative Direction, Adobe Acrobat, Website Development, Brand Development, HTML, Brochures, Web Development, Adobe Creative Suite, Logos, Visual Communication, Articulate Studio, Captivate, CRM, Video, Video Editing, Advertising, Digital Media, Online Marketing, Integrated Marketing, Online Advertising, Newsletters, Photography, User Experience, Marketing, Corporate Communications, Email Marketing, CMS, Management
Education
American InterContinental University 2004 — 2005
BA
Prairie State College 1980 — 1986
AAS
Crete Monee H.S. 1976 — 1980
Diploma
Sherry Gesiorski, PMP's Spectrum Global Fund Administration Experience June 2007 - August 2008
Job Manager, eLearning Development at National Restaurant Association
Industry Professional Training & Coaching
Experience
Gesiorski Performance Solutions July 2015 - Present
National Restaurant Association August 2014 - July 2015
National Restaurant Association April 2011 - August 2014
Gesiorski Performance Solutions, Ltd. June 2009 - April 2011
National Safety Council August 2008 - May 2009
Spectrum Global Fund Administration June 2007 - August 2008
Hewitt Associates May 2005 - June 2007
Infogix (formerly Unitech Systems) August 2000 - May 2005
Videojet March 1999 - August 2000
360 Communications November 1997 - August 1998
Skills
Project Management, PMP, Instructional Design, Change Management, Strategic Planning, Analysis, Multimedia Project..., Project Planning, Training & Development, Product Development, Instructional Technology, MS Project, Performance Improvement, Training, Instructor-led Training, Needs Analysis, Strategy, Program Management, Leadership, Software Documentation, Management, Consulting, Staff Development, Multimedia, Employee Training, E-Learning
Education
Northern Illinois University 2005 — 2007
MS Ed
Loyola University Chicago 1986 — 1990
B.S.
Project Management Institute
Project Management Professional (PMP)
Gesiorski Performance Solutions July 2015 - Present
National Restaurant Association August 2014 - July 2015
National Restaurant Association April 2011 - August 2014
Gesiorski Performance Solutions, Ltd. June 2009 - April 2011
National Safety Council August 2008 - May 2009
Spectrum Global Fund Administration June 2007 - August 2008
Hewitt Associates May 2005 - June 2007
Infogix (formerly Unitech Systems) August 2000 - May 2005
Videojet March 1999 - August 2000
360 Communications November 1997 - August 1998
Skills
Project Management, PMP, Instructional Design, Change Management, Strategic Planning, Analysis, Multimedia Project..., Project Planning, Training & Development, Product Development, Instructional Technology, MS Project, Performance Improvement, Training, Instructor-led Training, Needs Analysis, Strategy, Program Management, Leadership, Software Documentation, Management, Consulting, Staff Development, Multimedia, Employee Training, E-Learning
Education
Northern Illinois University 2005 — 2007
MS Ed
Loyola University Chicago 1986 — 1990
B.S.
Project Management Institute
Project Management Professional (PMP)
Joseph M. Paszkiewicz, CFA's Spectrum Global Fund Administration Experience 2007 - 2008
Job Principal at JMP Analytical Services
Industry Investment Management
Experience
JMP Analytical Services 1999 - Present
Spectrum Global Fund Administration 2007 - 2008
ABN AMRO 2006 - 2007
Northern Trust 2000 - 2006
Marc J. Lane & Company 1997 - 1999
Skills
Hedge Funds, Portfolio Management, Equities, Investments, Finance, Securities, Asset Management, Valuation, Capital Markets, Mutual Funds, Investment Management
Education
Chartered Financial Analyst (CFA) Program
CFA Charter
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Iowa
BBA, Finance
JMP Analytical Services 1999 - Present
Spectrum Global Fund Administration 2007 - 2008
ABN AMRO 2006 - 2007
Northern Trust 2000 - 2006
Marc J. Lane & Company 1997 - 1999
Skills
Hedge Funds, Portfolio Management, Equities, Investments, Finance, Securities, Asset Management, Valuation, Capital Markets, Mutual Funds, Investment Management
Education
Chartered Financial Analyst (CFA) Program
CFA Charter
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Iowa
BBA, Finance
Victoria Adams's Spectrum Global Fund Administration Experience December 2006 - December 2010
Job Director, Alternative Funds Operations and Chief Compliance Officer at Gemini Alternative Funds, LLC
Industry Financial Services
Experience
Gemini Alternative Funds, LLC October 2013 - Present
AlphaMetrix, LLC December 2010 - September 2013
Spectrum Global Fund Administration December 2006 - December 2010
Chicago Board of Trade 1992 - 2007
Skills
Risk Management, Hedge Funds, Capital Markets, Equities, Securities, Organizational..., Derivatives, Human Resources, Mergers & Acquisitions, Alternative Investments, Due Diligence, Asset Managment, Asset Management, Deferred Compensation, Talent Acquisition, Fixed Income, Trading, Investments
Education
Loyola University Chicago School of Law 2006 — 2008
MJ, Business Law
DePaul University
Bachelor's Degree, Business Administration and Management, General
Gemini Alternative Funds, LLC October 2013 - Present
AlphaMetrix, LLC December 2010 - September 2013
Spectrum Global Fund Administration December 2006 - December 2010
Chicago Board of Trade 1992 - 2007
Skills
Risk Management, Hedge Funds, Capital Markets, Equities, Securities, Organizational..., Derivatives, Human Resources, Mergers & Acquisitions, Alternative Investments, Due Diligence, Asset Managment, Asset Management, Deferred Compensation, Talent Acquisition, Fixed Income, Trading, Investments
Education
Loyola University Chicago School of Law 2006 — 2008
MJ, Business Law
DePaul University
Bachelor's Degree, Business Administration and Management, General
CPA Aamer Javed's Spectrum Global Fund Administration Experience 2005 - 2006
Job Certified Public Accountant & Entrepreneur
Industry Management Consulting
Experience
Aamer Javed, CPA, PLLC 2011 - Present
US Government, Department of Health & Human Services, HRSA 2013 - Present
Federal Deposit Insurance Corporation 2010 - 2013
Enable Holdings, Inc 2009 - 2009
Enable Holdings, Inc (formerly ubid.com) 2008 - 2009
Deloitte 2006 - 2008
Spectrum Global Fund Administration 2005 - 2006
SBG Acquisitions LLC 2004 - 2005
Skills
Financial Analysis, SEC reporting, Financial Planning, Financial Reporting, Financial Modeling, Financial Accounting, Accounting, Internal Controls, Auditing, SOX 404, 404 Compliance, Microsoft Excel, Budgeting, Balance Sheet, Income Statement, Cash Flow Forecasting, 10K, 10Q, US GAAP, GAAP, Month End Close, CPA, Risk Assessment, Culinary Management, Hotel Management, Restaurant Management, Culinary Skills, Chef, Food Photography, Restaurants, Sarbanes-Oxley, Forecasting, SEC filings, Strategic Financial..., Due Diligence, Variance Analysis, External Audit, Internal Audit, Finance, Financial Statements, Account Reconciliation, SEC Filings, P&L, Budgets, Sarbanes-Oxley Act, Analysis, Management, Mergers & Acquisitions
Education
Loyola University of Chicago 2004 — 2006
BBA
Aamer Javed, CPA, PLLC 2011 - Present
US Government, Department of Health & Human Services, HRSA 2013 - Present
Federal Deposit Insurance Corporation 2010 - 2013
Enable Holdings, Inc 2009 - 2009
Enable Holdings, Inc (formerly ubid.com) 2008 - 2009
Deloitte 2006 - 2008
Spectrum Global Fund Administration 2005 - 2006
SBG Acquisitions LLC 2004 - 2005
Skills
Financial Analysis, SEC reporting, Financial Planning, Financial Reporting, Financial Modeling, Financial Accounting, Accounting, Internal Controls, Auditing, SOX 404, 404 Compliance, Microsoft Excel, Budgeting, Balance Sheet, Income Statement, Cash Flow Forecasting, 10K, 10Q, US GAAP, GAAP, Month End Close, CPA, Risk Assessment, Culinary Management, Hotel Management, Restaurant Management, Culinary Skills, Chef, Food Photography, Restaurants, Sarbanes-Oxley, Forecasting, SEC filings, Strategic Financial..., Due Diligence, Variance Analysis, External Audit, Internal Audit, Finance, Financial Statements, Account Reconciliation, SEC Filings, P&L, Budgets, Sarbanes-Oxley Act, Analysis, Management, Mergers & Acquisitions
Education
Loyola University of Chicago 2004 — 2006
BBA
David Panichelli's Spectrum Global Fund Administration Experience 2003 - 2006
Job Fund Controller at Elementum Advisors LLC
Industry Financial Services
Experience
Elementum Advisors LLC March 2010 - Present
Butterfield Fulcrum Group Limited April 2009 - March 2010
Caledonian Fund Services June 2006 - March 2009
Spectrum Global Fund Administration 2003 - 2006
State Street Bank 2000 - 2003
Skills
Fund Accounting, Fund Administration, Hedge Funds, Bloomberg
Education
University of Massachusetts, Amherst 1996 — 2000
Accounting
Elementum Advisors LLC March 2010 - Present
Butterfield Fulcrum Group Limited April 2009 - March 2010
Caledonian Fund Services June 2006 - March 2009
Spectrum Global Fund Administration 2003 - 2006
State Street Bank 2000 - 2003
Skills
Fund Accounting, Fund Administration, Hedge Funds, Bloomberg
Education
University of Massachusetts, Amherst 1996 — 2000
Accounting
Matt Lech's Spectrum Global Fund Administration Experience July 2005 - June 2008
Job Director of Accounting and Operations at Briar Hall LLC
Industry Financial Services
Experience
Briar Hall LLC March 2014 - Present
Briar Hall LLC August 2013 - Present
Infinium Capital Management April 2012 - July 2013
Infinium Capital Management September 2009 - April 2012
Infinium Capital Management June 2008 - September 2009
Spectrum Global Fund Administration July 2005 - June 2008
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Strategic Financial..., Financial Risk, Accounting, Financial Engineering, Financial Economics, Software Development, Project Management, Data Analysis, Databases, Data Mining, Database Design, Data Modeling, Data Management, Financial Statements, Forecasting, SQL, Analysis, Leadership
Education
DePaul University 2002 — 2006
Bachelor's degree, Accounting
Briar Hall LLC March 2014 - Present
Briar Hall LLC August 2013 - Present
Infinium Capital Management April 2012 - July 2013
Infinium Capital Management September 2009 - April 2012
Infinium Capital Management June 2008 - September 2009
Spectrum Global Fund Administration July 2005 - June 2008
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Strategic Financial..., Financial Risk, Accounting, Financial Engineering, Financial Economics, Software Development, Project Management, Data Analysis, Databases, Data Mining, Database Design, Data Modeling, Data Management, Financial Statements, Forecasting, SQL, Analysis, Leadership
Education
DePaul University 2002 — 2006
Bachelor's degree, Accounting
John Sadofsky, CPA's Spectrum Global Fund Administration Experience 2006 - 2006
Job
Industry Accounting
Experience
Robert Half Finance & Accounting 2012 - Present
MF Global 2011 - 2011
PwC 2010 - 2011
KPMG 2006 - 2009
Spectrum Global Fund Administration 2006 - 2006
Education
DePaul University
B.S., Finance, Accounting
Fenwick High School
Northridge Prep
Robert Half Finance & Accounting 2012 - Present
MF Global 2011 - 2011
PwC 2010 - 2011
KPMG 2006 - 2009
Spectrum Global Fund Administration 2006 - 2006
Education
DePaul University
B.S., Finance, Accounting
Fenwick High School
Northridge Prep
Annette Christiansen's Spectrum Global Fund Administration Experience September 2007 - December 2008
Job Portfolio Accountant
Industry Financial Services
Experience
Spectrum Global Fund Administration September 2007 - December 2008
Financial Technologies International January 1987 - May 1988
Securities Research Services March 1983 - November 1985
Skills
Fund Accounting, Bloomberg, Hedge Funds, Alternative Investments, Training, Software Documentation, Mutual Funds, Derivatives, Fixed Income, Equities, Asset Management
Education
LIU Brooklyn 1983 — 1985
MBA, Finance
University of Wisconsin-Madison 1978 — 1980
BA, Comparative Literature
Spectrum Global Fund Administration September 2007 - December 2008
Financial Technologies International January 1987 - May 1988
Securities Research Services March 1983 - November 1985
Skills
Fund Accounting, Bloomberg, Hedge Funds, Alternative Investments, Training, Software Documentation, Mutual Funds, Derivatives, Fixed Income, Equities, Asset Management
Education
LIU Brooklyn 1983 — 1985
MBA, Finance
University of Wisconsin-Madison 1978 — 1980
BA, Comparative Literature
Shannon Gaines's Spectrum Global Fund Administration Experience September 2007 - December 2010
Job Vice President / Fund Manager
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2014 - Present
Alphametrix360 LLC December 2010 - December 2013
Spectrum Global Fund Administration September 2007 - December 2010
Citi Fund Services, Inc. December 2005 - September 2007
BISYS Fund Services April 2001 - December 2005
Skills
Fund Accounting, Fund Administration, Hedge Funds, Financial Reporting, Fund Of Funds, Derivatives, Alternative Investments, Bloomberg, Account Reconciliation, Mutual Funds, Accounting, Financial Statements, Auditing, Valuation, Investments
Education
Franklin University
Bachelor of Business Administration (BBA), Accounting and Business/Management
J.P. Morgan Asset Management January 2014 - Present
Alphametrix360 LLC December 2010 - December 2013
Spectrum Global Fund Administration September 2007 - December 2010
Citi Fund Services, Inc. December 2005 - September 2007
BISYS Fund Services April 2001 - December 2005
Skills
Fund Accounting, Fund Administration, Hedge Funds, Financial Reporting, Fund Of Funds, Derivatives, Alternative Investments, Bloomberg, Account Reconciliation, Mutual Funds, Accounting, Financial Statements, Auditing, Valuation, Investments
Education
Franklin University
Bachelor of Business Administration (BBA), Accounting and Business/Management
Metin T. Lukovic's Spectrum Global Fund Administration Experience May 2005 - Present
Job Global Client Implementation Lead at Spectrum Global Fund Administration
Industry Financial Services
Experience
Spectrum Global Fund Administration May 2005 - Present
Education
DePaul University 2003 — 2006
Spectrum Global Fund Administration May 2005 - Present
Education
DePaul University 2003 — 2006
Jon Vest's Spectrum Global Fund Administration Experience April 2003 - December 2010
Job AVP, Application Architecture at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2013 - Present
JMV Solutions LLC June 2013 - September 2013
AlphaMetrix April 2013 - June 2013
AlphaMetrix December 2010 - April 2013
Spectrum Global Fund Administration April 2003 - December 2010
ABN AMRO 1993 - 2003
Wealthmetrics.com 2000 - 2001
Skills
Microsoft SQL Server, SDLC, Team Leadership, Software Development, Derivatives, SQL, Vendor Management, Process Improvement, Business Analysis, Business Intelligence, ASP.NET, Hedge Funds, IT Strategy, T-SQL, Risk Management, Project Management, Visual Studio, .NET, Data Warehousing, Program Management, C#
Education
Northwestern University - Kellogg School of Management 1993 — 1996
MBA, Finance
Purdue University 1987 — 1991
BS, Computer Science
Nuveen Investments September 2013 - Present
JMV Solutions LLC June 2013 - September 2013
AlphaMetrix April 2013 - June 2013
AlphaMetrix December 2010 - April 2013
Spectrum Global Fund Administration April 2003 - December 2010
ABN AMRO 1993 - 2003
Wealthmetrics.com 2000 - 2001
Skills
Microsoft SQL Server, SDLC, Team Leadership, Software Development, Derivatives, SQL, Vendor Management, Process Improvement, Business Analysis, Business Intelligence, ASP.NET, Hedge Funds, IT Strategy, T-SQL, Risk Management, Project Management, Visual Studio, .NET, Data Warehousing, Program Management, C#
Education
Northwestern University - Kellogg School of Management 1993 — 1996
MBA, Finance
Purdue University 1987 — 1991
BS, Computer Science
Cristi Curran's Spectrum Global Fund Administration Experience November 2007 - November 2008
Job Business Systems Analyst at MI Homes
Industry Information Technology and Services
Experience
MI Homes May 2010 - Present
Columbus Bar Association May 2009 - June 2010
Spectrum Global Fund Administration November 2007 - November 2008
BISYS Fund Services 1996 - 2007
BISYS Fund Services 1996 - 2007
Skills
Process Improvement, Business Analysis, Vendor Management, SDLC, SharePoint, Analysis, Project Management, Access, Business Process..., Program Management, Risk Management, Visio, Change Management, Business Process, SQL, IT Strategy, Management, Strategic Planning, Team Building, Team Leadership, Microsoft SQL Server, IT Management
Education
Franklin University 1993 — 1995
Bachelor of Science (BS), Accounting and Finance
The Ohio State University
MI Homes May 2010 - Present
Columbus Bar Association May 2009 - June 2010
Spectrum Global Fund Administration November 2007 - November 2008
BISYS Fund Services 1996 - 2007
BISYS Fund Services 1996 - 2007
Skills
Process Improvement, Business Analysis, Vendor Management, SDLC, SharePoint, Analysis, Project Management, Access, Business Process..., Program Management, Risk Management, Visio, Change Management, Business Process, SQL, IT Strategy, Management, Strategic Planning, Team Building, Team Leadership, Microsoft SQL Server, IT Management
Education
Franklin University 1993 — 1995
Bachelor of Science (BS), Accounting and Finance
The Ohio State University
Jake Strohman, CPA's Spectrum Global Fund Administration Experience August 2006 - December 2010
Job Senior Financial Accountant at Golub Capital
Industry Accounting
Experience
Golub Capital August 2015 - Present
Opus Fund Services December 2013 - July 2015
AlphaMetrix360 December 2010 - October 2013
Spectrum Global Fund Administration August 2006 - December 2010
NFA May 2004 - August 2006
Skills
Hedge Funds, Financial Analysis, Financial Reporting, Accounting, Auditing, Fund Accounting, US GAAP, Financial Accounting, SEC filings, GAAP, CPA, Internal Controls, Fixed Income, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Finance
Golub Capital August 2015 - Present
Opus Fund Services December 2013 - July 2015
AlphaMetrix360 December 2010 - October 2013
Spectrum Global Fund Administration August 2006 - December 2010
NFA May 2004 - August 2006
Skills
Hedge Funds, Financial Analysis, Financial Reporting, Accounting, Auditing, Fund Accounting, US GAAP, Financial Accounting, SEC filings, GAAP, CPA, Internal Controls, Fixed Income, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Finance
Dhaval Kamdar's Spectrum Global Fund Administration Experience January 2006 - November 2006
Job Internal Audit Manager Essendant
Industry Accounting
Experience
Essendant January 2014 - Present
Argo Group June 2012 - January 2014
The Siegfried Group October 2011 - April 2012
Plante & Moran PLLC January 2007 - October 2011
Spectrum Global Fund Administration January 2006 - November 2006
TCF Bank January 2004 - October 2005
Skills
Auditing, Corporate Finance, Financial Audits, Manufacturing, Internal Controls, Financial Reporting, Accounting, Financial Statements, Internal Audit, GAAP, SOX 404, Risk Assessment, Audit Management, Analysis
Education
University of Illinois at Chicago 2004 — 2007
Bachelors, Accounting, Finance
University of Mumbai 2000 — 2003
Bachelors, Commerce
Essendant January 2014 - Present
Argo Group June 2012 - January 2014
The Siegfried Group October 2011 - April 2012
Plante & Moran PLLC January 2007 - October 2011
Spectrum Global Fund Administration January 2006 - November 2006
TCF Bank January 2004 - October 2005
Skills
Auditing, Corporate Finance, Financial Audits, Manufacturing, Internal Controls, Financial Reporting, Accounting, Financial Statements, Internal Audit, GAAP, SOX 404, Risk Assessment, Audit Management, Analysis
Education
University of Illinois at Chicago 2004 — 2007
Bachelors, Accounting, Finance
University of Mumbai 2000 — 2003
Bachelors, Commerce
Kelley Donegan's Spectrum Global Fund Administration Experience 2007 - April 2008
Job Operations & Financial Services Consultant
Industry Financial Services
Experience
Newedge August 2009 - Present
Northern Trust Global Investments June 2008 - June 2009
Spectrum Global Fund Administration 2007 - April 2008
Spectrum Global Fund Administration January 2005 - 2007
Driehaus Capital Management 1997 - 2005
NationsBanc 1995 - 1997
Hull Trading Company 1992 - 1995
Education
Illinois Institute of Technology
MS
University of Kansas
BS Business Administration
Newedge August 2009 - Present
Northern Trust Global Investments June 2008 - June 2009
Spectrum Global Fund Administration 2007 - April 2008
Spectrum Global Fund Administration January 2005 - 2007
Driehaus Capital Management 1997 - 2005
NationsBanc 1995 - 1997
Hull Trading Company 1992 - 1995
Education
Illinois Institute of Technology
MS
University of Kansas
BS Business Administration
Metin T Lukovic's Spectrum Global Fund Administration Experience March 2005 - December 2007
Job Investment Accounting Consultant within SunGard Professional Services
Industry Investment Management
Experience
SunGard July 2008 - Present
McGladrey & Pullen December 2007 - July 2008
Spectrum Global Fund Administration March 2005 - December 2007
Merrill Lynch Investment Managers January 2005 - September 2005
Re/Max Exclusive Properties January 2001 - June 2004
Young & Sons Mechanical Contractors June 2002 - August 2003
Skills
Hedge Funds, Mutual Funds, Excel, Bloomberg, Investments, Equities, Bonds, Options, Futures, Derivatives, Operations, Fund Accounting, Pricing, Corporate Actions, Reconciliation, Financial Accounting, Account Reconciliation
Education
DePaul University 2003 — 2006
Dual B.S., Honors Finance & Accountacy
University of Illinois at Chicago 2001 — 2002
SunGard July 2008 - Present
McGladrey & Pullen December 2007 - July 2008
Spectrum Global Fund Administration March 2005 - December 2007
Merrill Lynch Investment Managers January 2005 - September 2005
Re/Max Exclusive Properties January 2001 - June 2004
Young & Sons Mechanical Contractors June 2002 - August 2003
Skills
Hedge Funds, Mutual Funds, Excel, Bloomberg, Investments, Equities, Bonds, Options, Futures, Derivatives, Operations, Fund Accounting, Pricing, Corporate Actions, Reconciliation, Financial Accounting, Account Reconciliation
Education
DePaul University 2003 — 2006
Dual B.S., Honors Finance & Accountacy
University of Illinois at Chicago 2001 — 2002
Michael Dilger, MBA's Spectrum Global Fund Administration Experience May 2007 - April 2008
Job Senior Operations Manager | Investments and Insurance Relationship Manager | Project Manager | Change Manager
Industry Financial Services
Experience
Seeking Employment or Consulting Opportunities October 2015 - Present
Citi January 2011 - September 2015
Citi April 2008 - January 2011
Spectrum Global Fund Administration May 2007 - April 2008
J.P. Morgan March 2001 - January 2006
J.P. Morgan October 1998 - March 2001
J.P. Morgan October 1997 - October 1998
Skills
Transformational..., Globalization, Business Strategy, Alternative Investments, Relationship Management, Project Management, Outsourcing, Offshoring, Asset Management, Hedge Funds, High Net Worth..., Trusts, Investments, Portfolio Management, Life Insurance, Irrevocable Life..., Vendor Management, Organizational..., Estate Planning
Education
The Ohio State University 1991 — 1996
Bachelor of Science (BS), Accounting and Business/Management
Otterbein University 2000 — 2002
Master of Business Administration (MBA)
Seeking Employment or Consulting Opportunities October 2015 - Present
Citi January 2011 - September 2015
Citi April 2008 - January 2011
Spectrum Global Fund Administration May 2007 - April 2008
J.P. Morgan March 2001 - January 2006
J.P. Morgan October 1998 - March 2001
J.P. Morgan October 1997 - October 1998
Skills
Transformational..., Globalization, Business Strategy, Alternative Investments, Relationship Management, Project Management, Outsourcing, Offshoring, Asset Management, Hedge Funds, High Net Worth..., Trusts, Investments, Portfolio Management, Life Insurance, Irrevocable Life..., Vendor Management, Organizational..., Estate Planning
Education
The Ohio State University 1991 — 1996
Bachelor of Science (BS), Accounting and Business/Management
Otterbein University 2000 — 2002
Master of Business Administration (MBA)
Tuti Njauw's Spectrum Global Fund Administration Experience September 2007 - December 2007
Job Entrylevel Accountant
Industry Accounting
Experience
SPECTRUM GLOBAL FUND ADMINISTRATION September 2007 - December 2007
FIVE CONTINENTS August 2004 - March 2005
PACIFIC ASSET MANAGEMENT October 2002 - December 2002
Education
Loyola University Chicago 2006 — 2008
Master, Accounting
Indiana University Bloomington 2000 — 2004
Bachelor, Accounting
SPECTRUM GLOBAL FUND ADMINISTRATION September 2007 - December 2007
FIVE CONTINENTS August 2004 - March 2005
PACIFIC ASSET MANAGEMENT October 2002 - December 2002
Education
Loyola University Chicago 2006 — 2008
Master, Accounting
Indiana University Bloomington 2000 — 2004
Bachelor, Accounting
Mark Kagotho's Spectrum Global Fund Administration Experience March 2008 - March 2009
Job Fund Accountant at Spectrum Global Fund Administration
Industry Accounting
Experience
Spectrum Global Fund Administration March 2008 - March 2009
Time Warner Cable Media Sales June 2005 - March 2008
Skills
Accounting, Financial Analysis, Fund Accounting
Education
Ohio University
Spectrum Global Fund Administration March 2008 - March 2009
Time Warner Cable Media Sales June 2005 - March 2008
Skills
Accounting, Financial Analysis, Fund Accounting
Education
Ohio University
Matt Walter's Spectrum Global Fund Administration Experience May 2001 - August 2008
Job Manager at Michael J. Liccar & Co.,P.C.
Industry Financial Services
Experience
LICCAR September 2008 - Present
Spectrum Global Fund Administration May 2001 - August 2008
The Burridge Group LLC October 1999 - May 2001
Skills
Fund Administration, Hedge Funds, Fund Accounting, Fund Of Funds, Private Equity, Alternative Investments, Investment Advisory, Start-ups, IT Operations, Operations Management, Derivatives, Equity Derivatives, Equities, Bank Reconciliation, Account Reconciliation, Accounts Receivable, Budget Reconciliation, Budgets, Operating Budgets, Budget Process, Project Management, Account Management, Client Liaison, Manage Client..., Client Relations Skills
Education
DePaul University 1993 — 1998
LICCAR September 2008 - Present
Spectrum Global Fund Administration May 2001 - August 2008
The Burridge Group LLC October 1999 - May 2001
Skills
Fund Administration, Hedge Funds, Fund Accounting, Fund Of Funds, Private Equity, Alternative Investments, Investment Advisory, Start-ups, IT Operations, Operations Management, Derivatives, Equity Derivatives, Equities, Bank Reconciliation, Account Reconciliation, Accounts Receivable, Budget Reconciliation, Budgets, Operating Budgets, Budget Process, Project Management, Account Management, Client Liaison, Manage Client..., Client Relations Skills
Education
DePaul University 1993 — 1998
Diana Lekhtman, CPA's Spectrum Global Fund Administration Experience November 2007 - September 2008
Job Sr. Accountant at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp August 2014 - Present
Michael J. Liccar & Co. October 2008 - September 2012
Spectrum Global Fund Administration November 2007 - September 2008
Custom House February 2007 - November 2007
McDonnell Investment Management April 2005 - February 2007
Skills
Hedge Funds, Investments, Alternative Investments, Valuation, Private Equity, Equities, Fixed Income, Asset Management
Education
University of Illinois at Urbana-Champaign 2001 — 2004
BS, Economics
SS&C GlobeOp August 2014 - Present
Michael J. Liccar & Co. October 2008 - September 2012
Spectrum Global Fund Administration November 2007 - September 2008
Custom House February 2007 - November 2007
McDonnell Investment Management April 2005 - February 2007
Skills
Hedge Funds, Investments, Alternative Investments, Valuation, Private Equity, Equities, Fixed Income, Asset Management
Education
University of Illinois at Urbana-Champaign 2001 — 2004
BS, Economics
Dimple Virani's Spectrum Global Fund Administration Experience November 2007 - May 2008
Job Accounting Supervisor at Autism Home Support Services
Industry Hospital & Health Care
Experience
Autism Home Support Services, Inc August 2015 - Present
Orsini Healthcare September 2012 - July 2015
Millennium Pharmacy Systems August 2010 - August 2012
CVS Caremark September 2008 - April 2010
Spectrum Global Fund Administration November 2007 - May 2008
Ronin Capital January 2007 - November 2007
Ronin Capital February 2006 - January 2007
Skills
Great Plains Software, Financial Reporting, Accounts Payable, General Ledger, Accounting, Financial Statements, Valuation, Auditing, Banking, Balance Sheet, PeopleSoft, Microsoft Excel, SAP, Finance, Research, Business Objects, Consulting, Internal Controls, Variance Analysis
Education
DePaul University 2001 — 2005
Bachelor of Science, Accounting & Finance
Autism Home Support Services, Inc August 2015 - Present
Orsini Healthcare September 2012 - July 2015
Millennium Pharmacy Systems August 2010 - August 2012
CVS Caremark September 2008 - April 2010
Spectrum Global Fund Administration November 2007 - May 2008
Ronin Capital January 2007 - November 2007
Ronin Capital February 2006 - January 2007
Skills
Great Plains Software, Financial Reporting, Accounts Payable, General Ledger, Accounting, Financial Statements, Valuation, Auditing, Banking, Balance Sheet, PeopleSoft, Microsoft Excel, SAP, Finance, Research, Business Objects, Consulting, Internal Controls, Variance Analysis
Education
DePaul University 2001 — 2005
Bachelor of Science, Accounting & Finance
Scott Moen's Spectrum Global Fund Administration Experience June 2004 - August 2004
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2013 - Present
Bank of America Merrill Lynch July 2012 - September 2013
McCombs School of Business July 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Deloitte Consulting July 2007 - February 2010
Wiliam Blair & Company May 2006 - August 2006
TENCO Inc. June 2005 - August 2005
Spectrum Global Fund Administration June 2004 - August 2004
Skills
Asset Management, Hedge Funds, Economics, Financial Modeling, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Masters of Business Administration, Energy Finance
DePauw University 2003 — 2007
BA, Economics
Bank of America Merrill Lynch September 2013 - Present
Bank of America Merrill Lynch July 2012 - September 2013
McCombs School of Business July 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Deloitte Consulting July 2007 - February 2010
Wiliam Blair & Company May 2006 - August 2006
TENCO Inc. June 2005 - August 2005
Spectrum Global Fund Administration June 2004 - August 2004
Skills
Asset Management, Hedge Funds, Economics, Financial Modeling, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Masters of Business Administration, Energy Finance
DePauw University 2003 — 2007
BA, Economics
Yuliya Sonsyadek's Spectrum Global Fund Administration Experience November 2007 - September 2008
Job at
Industry Accounting
Experience
EY August 2013 - Present
Kutchins, Robbins & Diamond, Ltd. December 2011 - August 2013
Kutchins, Robbins & Diamond, Ltd. September 2009 - November 2011
Kutchins, Robbins & Diamond, Ltd. December 2008 - August 2009
Spectrum Global Fund Administration November 2007 - September 2008
Education
Loyola University of Chicago 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Northeastern Illinois University 2004 — 2006
Accounting
EY August 2013 - Present
Kutchins, Robbins & Diamond, Ltd. December 2011 - August 2013
Kutchins, Robbins & Diamond, Ltd. September 2009 - November 2011
Kutchins, Robbins & Diamond, Ltd. December 2008 - August 2009
Spectrum Global Fund Administration November 2007 - September 2008
Education
Loyola University of Chicago 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Northeastern Illinois University 2004 — 2006
Accounting
Justin Dauer's Spectrum Global Fund Administration Experience April 2007 - March 2009
Job DATA STEWARD, INVESTMENT ANALYST at OPERS
Industry Accounting
Experience
OPERS November 2011 - Present
Citi October 2010 - November 2011
J.P. Morgan July 2009 - October 2010
Spectrum Global Fund Administration April 2007 - March 2009
Bisys Fund Services July 2004 - April 2007
Skills
Hedge Funds
Education
Ohio University 2009 — 2010
MFE, Masters of Financial Economics
The Ohio State University Fisher College of Business 1999 — 2004
Business Administration, Finance, Economics
OPERS November 2011 - Present
Citi October 2010 - November 2011
J.P. Morgan July 2009 - October 2010
Spectrum Global Fund Administration April 2007 - March 2009
Bisys Fund Services July 2004 - April 2007
Skills
Hedge Funds
Education
Ohio University 2009 — 2010
MFE, Masters of Financial Economics
The Ohio State University Fisher College of Business 1999 — 2004
Business Administration, Finance, Economics
Brent Kimsey's Spectrum Global Fund Administration Experience 2008 - 2008
Job ServiceNow Administrator at Career Education Corporation
Industry Information Technology and Services
Experience
Career Education Corporation July 2011 - Present
Teksystems/Lion Resources November 2010 - June 2011
RSM Solutions, Inc/Kohler March 2010 - September 2010
Sebis Direct October 2009 - February 2010
Equiguard, Inc February 2009 - August 2009
Merchandise Mart Properties October 2008 - November 2008
Spectrum Global Fund Administration 2008 - 2008
Skills
JavaScript, CSS, Web Applications, XML, AJAX, Web Development, SQL, Microsoft SQL Server, HTML, Databases, Dreamweaver, Front-end, CMS, jQuery, HTML 5, HTML5
Education
Lincoln University 1998 — 2002
Bachelor of Science, Computer Information Systems
Career Education Corporation July 2011 - Present
Teksystems/Lion Resources November 2010 - June 2011
RSM Solutions, Inc/Kohler March 2010 - September 2010
Sebis Direct October 2009 - February 2010
Equiguard, Inc February 2009 - August 2009
Merchandise Mart Properties October 2008 - November 2008
Spectrum Global Fund Administration 2008 - 2008
Skills
JavaScript, CSS, Web Applications, XML, AJAX, Web Development, SQL, Microsoft SQL Server, HTML, Databases, Dreamweaver, Front-end, CMS, jQuery, HTML 5, HTML5
Education
Lincoln University 1998 — 2002
Bachelor of Science, Computer Information Systems
Janet Goodridge's Spectrum Global Fund Administration Experience March 2004 - October 2005
Job Chief Compliance Officer at Phillip Futures Inc.
Industry Financial Services
Experience
Phillip Futures Inc. August 2013 - Present
ADM Investor Services October 2005 - August 2013
Spectrum Global Fund Administration March 2004 - October 2005
Argent Funds Group March 2002 - March 2004
The Clearing Corporation 2000 - 2002
Harris Futures August 1992 - December 1999
Chicago Board of Trade August 1987 - September 1995
Skills
Trading, Risk Management, Commodity, Finance, Financial Reporting, Auditing, Hedge Funds, Hedging, Budgets, Accounting, Internal Controls, Securities, AML, Leadership, Business Analysis, Derivatives, Mutual Funds, Accounts Payable, Trading Systems, Management, Credit, Anti Money Laundering
Education
University of Nebraska-Lincoln 1980 — 1987
Finance & Economics, Business
Phillip Futures Inc. August 2013 - Present
ADM Investor Services October 2005 - August 2013
Spectrum Global Fund Administration March 2004 - October 2005
Argent Funds Group March 2002 - March 2004
The Clearing Corporation 2000 - 2002
Harris Futures August 1992 - December 1999
Chicago Board of Trade August 1987 - September 1995
Skills
Trading, Risk Management, Commodity, Finance, Financial Reporting, Auditing, Hedge Funds, Hedging, Budgets, Accounting, Internal Controls, Securities, AML, Leadership, Business Analysis, Derivatives, Mutual Funds, Accounts Payable, Trading Systems, Management, Credit, Anti Money Laundering
Education
University of Nebraska-Lincoln 1980 — 1987
Finance & Economics, Business
Kathy Scriba's Spectrum Global Fund Administration Experience October 2007 - October 2008
Job Accounting Professional
Industry Financial Services
Experience
Spectrum Global fund Administration October 2007 - October 2008
CME Group, Inc. July 2007 - October 2007
Chicago Board of Trade 1994 - 2007
Education
Illinois State University 1976 — 1978
Bachelor of SCience, Office Administration
College of DuPage 1975 — 1976
Associate of Arts, Accounting
Spectrum Global fund Administration October 2007 - October 2008
CME Group, Inc. July 2007 - October 2007
Chicago Board of Trade 1994 - 2007
Education
Illinois State University 1976 — 1978
Bachelor of SCience, Office Administration
College of DuPage 1975 — 1976
Associate of Arts, Accounting
Annette Bufkin's Spectrum Global Fund Administration Experience January 2008 - July 2008
Job Owner at Ann's New Beginnings Consultant Services
Industry Professional Training & Coaching
Experience
Ann's New Beginnings Consultant Services January 2008 - Present
Spectrum Global Fund Administration January 2008 - July 2008
Education
Roosevelt University 2002 — 2008
Ann's New Beginnings Consultant Services January 2008 - Present
Spectrum Global Fund Administration January 2008 - July 2008
Education
Roosevelt University 2002 — 2008
Noam Malka's Spectrum Global Fund Administration Experience December 2007 - July 2008
Job Head of Development at Cornerstone Trading Group
Industry Information Technology and Services
Experience
Cornerstone Trading Group February 2009 - August 2011
Vizioncore December 2008 - February 2009
Spectrum Global Fund Administration December 2007 - July 2008
optionsXpress 2002 - 2007
Telution August 2000 - November 2001
Education
Rutgers University-New Brunswick 1994 — 1998
BA, Math and Statistics
Cornerstone Trading Group February 2009 - August 2011
Vizioncore December 2008 - February 2009
Spectrum Global Fund Administration December 2007 - July 2008
optionsXpress 2002 - 2007
Telution August 2000 - November 2001
Education
Rutgers University-New Brunswick 1994 — 1998
BA, Math and Statistics
Michelle Staeger's Spectrum Global Fund Administration Experience March 2007 - November 2008
Job Operations Analyst at Morningstar
Industry Financial Services
Experience
Morningstar October 2014 - Present
Morningstar February 2014 - September 2014
Morningstar April 2010 - February 2014
Chicago NOW August 2009 - December 2011
Chicago NOW August 2009 - January 2011
Spectrum Global Fund Administration March 2007 - November 2008
JBS & Associates, Inc. November 2005 - March 2007
ADM June 2003 - September 2003
Skills
Hedge Funds, Derivatives, Financial Analysis, Alternative Investments, Mutual Funds, Investments, Asset Managment, Financial Services, Relationship Management, Securities, Finance, Equities
Education
DePaul University 2000 — 2004
BS, Finance
Morningstar October 2014 - Present
Morningstar February 2014 - September 2014
Morningstar April 2010 - February 2014
Chicago NOW August 2009 - December 2011
Chicago NOW August 2009 - January 2011
Spectrum Global Fund Administration March 2007 - November 2008
JBS & Associates, Inc. November 2005 - March 2007
ADM June 2003 - September 2003
Skills
Hedge Funds, Derivatives, Financial Analysis, Alternative Investments, Mutual Funds, Investments, Asset Managment, Financial Services, Relationship Management, Securities, Finance, Equities
Education
DePaul University 2000 — 2004
BS, Finance
Deanna (Arce) Wrenn's Spectrum Global Fund Administration Experience August 2006 - December 2006
Job Financial Reporting Manager at Equity Residential
Industry Accounting
Experience
Equity Residential June 2014 - Present
Equity Residential July 2013 - June 2014
Shepard Schwartz & Harris LLP January 2007 - July 2013
Shepard Schwartz & Harris LLP January 2007 - May 2007
Spectrum Global Fund Administration August 2006 - December 2006
Grant Thornton May 2006 - August 2006
Skills
Client Service, Tax, Assurance, Accounting, CPA, Internal Controls, GAAP, Auditing, Financial Statements, Financial Reporting, Financial Analysis, Tax Preparation, General Ledger, Income Tax, QuickBooks, Tax Accounting, Financial Accounting, US GAAP, Corporate Finance, Account Reconciliation
Education
Loyola University Chicago 2003 — 2007
BBA, Accounting, Finance, Spanish
VJA
Equity Residential June 2014 - Present
Equity Residential July 2013 - June 2014
Shepard Schwartz & Harris LLP January 2007 - July 2013
Shepard Schwartz & Harris LLP January 2007 - May 2007
Spectrum Global Fund Administration August 2006 - December 2006
Grant Thornton May 2006 - August 2006
Skills
Client Service, Tax, Assurance, Accounting, CPA, Internal Controls, GAAP, Auditing, Financial Statements, Financial Reporting, Financial Analysis, Tax Preparation, General Ledger, Income Tax, QuickBooks, Tax Accounting, Financial Accounting, US GAAP, Corporate Finance, Account Reconciliation
Education
Loyola University Chicago 2003 — 2007
BBA, Accounting, Finance, Spanish
VJA
Oronde Muse's Spectrum Global Fund Administration Experience January 2008 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase 2010 - 2010
Spectrum Global Fund Administration January 2008 - March 2009
Stateof Ohio Department of Taxation 2003 - 2007
BISYS Fund Services 2000 - 2003
Skills
Portfolio Management, Prime Brokerage, Accounting, Mutual Funds, Lotus Notes, Hedge Funds, Fund Accounting, Swaps, Financial Statements, Currency, Valuation, Account Reconciliation, Derivatives, Financial Analysis, Financial Reporting, Fund Administration, Financial Modeling, Bonds, Alternative Investments, Bloomberg, Options
Education
Ashland University 2001 — 2004
MBA
JPMorgan Chase 2010 - 2010
Spectrum Global Fund Administration January 2008 - March 2009
Stateof Ohio Department of Taxation 2003 - 2007
BISYS Fund Services 2000 - 2003
Skills
Portfolio Management, Prime Brokerage, Accounting, Mutual Funds, Lotus Notes, Hedge Funds, Fund Accounting, Swaps, Financial Statements, Currency, Valuation, Account Reconciliation, Derivatives, Financial Analysis, Financial Reporting, Fund Administration, Financial Modeling, Bonds, Alternative Investments, Bloomberg, Options
Education
Ashland University 2001 — 2004
MBA
Nakul Patel's Spectrum Global Fund Administration Experience April 2007 - August 2009
Job Vice President Citi Hedge Fund Services
Industry Financial Services
Experience
Citi Hedge Fund Services August 2009 - Present
Spectrum Global Fund Administration April 2007 - August 2009
BISYS Fund Services October 2005 - March 2007
Skills
Corporate Actions, Hedge Accounting, Fund Accounting, Bloomberg, Mutual Funds, Portfolio Management
Education
Ashland University 2011 — 2013
MBA, Finance and Entrepreneurship
Wittenberg University 2001 — 2005
Bachelors, Business Administration
Citi Hedge Fund Services August 2009 - Present
Spectrum Global Fund Administration April 2007 - August 2009
BISYS Fund Services October 2005 - March 2007
Skills
Corporate Actions, Hedge Accounting, Fund Accounting, Bloomberg, Mutual Funds, Portfolio Management
Education
Ashland University 2011 — 2013
MBA, Finance and Entrepreneurship
Wittenberg University 2001 — 2005
Bachelors, Business Administration
Kristin Cheeseman's Spectrum Global Fund Administration Experience August 2004 - July 2006
Job Principal Global Investors Global Marketing Consultant
Industry Financial Services
Experience
Principal Global Investors August 2015 - Present
Pine River Capital Management September 2013 - April 2015
Goldman Sachs June 2010 - August 2013
Butterfield Fulcrum November 2006 - April 2010
Spectrum Global Fund Administration August 2004 - July 2006
Skills
Financial Modeling, Alternative Investments, Financial Analysis, Asset Management, Hedge Funds
Education
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
Entrepreneurial Management
Roosevelt 1995 — 1999
Principal Global Investors August 2015 - Present
Pine River Capital Management September 2013 - April 2015
Goldman Sachs June 2010 - August 2013
Butterfield Fulcrum November 2006 - April 2010
Spectrum Global Fund Administration August 2004 - July 2006
Skills
Financial Modeling, Alternative Investments, Financial Analysis, Asset Management, Hedge Funds
Education
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
Entrepreneurial Management
Roosevelt 1995 — 1999
Katie Fromm, CPA's Spectrum Global Fund Administration Experience January 2006 - July 2006
Job associate at Grosvenor Capital Management
Industry Financial Services
Experience
Grosvenor Capital Management February 2011 - Present
Deloitte & Touche September 2007 - April 2010
Spectrum Global Fund Administration January 2006 - July 2006
Guggenheim Partners May 2005 - January 2006
Skills
Accounting, Auditing, Corporate Finance, Due Diligence, Financial Accounting, Financial Analysis, Financial Reporting, Investments, Microsoft Excel, Sarbanes-Oxley Act
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MSA, Accounting
Loyola University Chicago 2002 — 2006
BBA, Accounting
Grosvenor Capital Management February 2011 - Present
Deloitte & Touche September 2007 - April 2010
Spectrum Global Fund Administration January 2006 - July 2006
Guggenheim Partners May 2005 - January 2006
Skills
Accounting, Auditing, Corporate Finance, Due Diligence, Financial Accounting, Financial Analysis, Financial Reporting, Investments, Microsoft Excel, Sarbanes-Oxley Act
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MSA, Accounting
Loyola University Chicago 2002 — 2006
BBA, Accounting
Allison M. Stutts, CPA's Spectrum Global Fund Administration Experience July 2006 - April 2007
Job Financial Planner at A.M. Stutts Financial Management, LLC
Industry Financial Services
Experience
A.M. Stutts Financial Management, LLC December 2012 - Present
City of Park Ridge, IL December 2010 - December 2012
DuPage County Public Works April 2007 - December 2010
Spectrum Global Fund Administration July 2006 - April 2007
Commonwealth Edison July 1996 - July 2006
Skills
Comprehensive Financial..., Retirement Planning, Cash Flow Management /..., Education Planning, Tax Planning, Tax Preparation, Financial Reporting, Accounting, Financial Analysis, Financial Goals, Forecasting, Strategic Financial..., Social Security..., IMRF Retirement Planning, Personal Financial..., Investment Account...
Education
DePaul University 2010 — 2010
Certificate in Financial Planning
Keller Graduate School of Management of DeVry University 2000 — 2003
MBA, Accounting
DePaul University 1992 — 1996
B.S., Finance
A.M. Stutts Financial Management, LLC December 2012 - Present
City of Park Ridge, IL December 2010 - December 2012
DuPage County Public Works April 2007 - December 2010
Spectrum Global Fund Administration July 2006 - April 2007
Commonwealth Edison July 1996 - July 2006
Skills
Comprehensive Financial..., Retirement Planning, Cash Flow Management /..., Education Planning, Tax Planning, Tax Preparation, Financial Reporting, Accounting, Financial Analysis, Financial Goals, Forecasting, Strategic Financial..., Social Security..., IMRF Retirement Planning, Personal Financial..., Investment Account...
Education
DePaul University 2010 — 2010
Certificate in Financial Planning
Keller Graduate School of Management of DeVry University 2000 — 2003
MBA, Accounting
DePaul University 1992 — 1996
B.S., Finance
John Schmid's Spectrum Global Fund Administration Experience June 2006 - September 2007
Job Fund Finance at Grosvenor Capital Management
Industry Accounting
Experience
Grosvenor Capital Management December 2012 - Present
PricewaterhouseCoopers August 2010 - January 2013
Grant Thornton September 2007 - August 2010
Spectrum Global Fund Administration June 2006 - September 2007
Harris Bank July 2004 - April 2006
Education
DePaul University 2003 — 2007
Bachelor, Science; Accounting
Grosvenor Capital Management December 2012 - Present
PricewaterhouseCoopers August 2010 - January 2013
Grant Thornton September 2007 - August 2010
Spectrum Global Fund Administration June 2006 - September 2007
Harris Bank July 2004 - April 2006
Education
DePaul University 2003 — 2007
Bachelor, Science; Accounting
Analiese Hinchcliffe's Spectrum Global Fund Administration Experience June 2005 - January 2006
Job Staff Attorney at Baker & Hostetler LLP
Industry Law Practice
Experience
Baker & Hostetler LLP November 2011 - Present
U.S. Securities & Exchange Commission June 2008 - August 2008
Tantlinger and Associates August 2006 - August 2006
Spectrum Global Fund Administration June 2005 - January 2006
Skills
Securities, Legal Research, Legal Writing, Accounting, Commercial Litigation, Appeals, Document Review, Litigation Support
Education
Cleveland-Marshall College of Law, Cleveland State University 2006 — 2009
J.D., Business Law
Loyola University of Chicago 2002 — 2006
B.B.A, Accounting and Finance
Beaumont School 1998 — 2002
High School
Baker & Hostetler LLP November 2011 - Present
U.S. Securities & Exchange Commission June 2008 - August 2008
Tantlinger and Associates August 2006 - August 2006
Spectrum Global Fund Administration June 2005 - January 2006
Skills
Securities, Legal Research, Legal Writing, Accounting, Commercial Litigation, Appeals, Document Review, Litigation Support
Education
Cleveland-Marshall College of Law, Cleveland State University 2006 — 2009
J.D., Business Law
Loyola University of Chicago 2002 — 2006
B.B.A, Accounting and Finance
Beaumont School 1998 — 2002
High School
Chen Ding's Spectrum Global Fund Administration Experience October 2007 - December 2010
Job Assistant Vice President Private Equity Fund Service
Industry Financial Services
Experience
J.P. Morgan October 2013 - Present
Northern Trust November 2011 - October 2013
Alphametrix360 LLC December 2010 - November 2011
Spectrum Global Fund Administration October 2007 - December 2010
Skills
Fund Accounting, Financial Reporting, Private Equity, Mutual Funds, Equities, Finance, Investments, Derivatives, Hedge Funds, US GAAP, Technical Accounting...
Education
University of Illinois at Urbana-Champaign 2006 — 2007
Master of Science in Accountancy
J.P. Morgan October 2013 - Present
Northern Trust November 2011 - October 2013
Alphametrix360 LLC December 2010 - November 2011
Spectrum Global Fund Administration October 2007 - December 2010
Skills
Fund Accounting, Financial Reporting, Private Equity, Mutual Funds, Equities, Finance, Investments, Derivatives, Hedge Funds, US GAAP, Technical Accounting...
Education
University of Illinois at Urbana-Champaign 2006 — 2007
Master of Science in Accountancy
Wasil Malichin's Spectrum Global Fund Administration Experience May 2006 - December 2006
Job D1 student at Midwestern University
Industry Medical Practice
Experience
Midwestern University Student - PremedNorthwestern UniversityJanuary 2011 - 2014
Huron Consulting Group September 2006 - August 2009
Spectrum Global Fund Administration May 2006 - December 2006
Skills
Cost Accounting, Accounting, Finance, Forecasting, Budgets, Internal Controls, Financial Reporting, Variance Analysis, GAAP, Sarbanes-Oxley Act, General Ledger, Cash Flow, US GAAP, Financial Accounting, SEC filings, Account Reconciliation, Financial Analysis, Financial Statements, Microsoft Excel, Auditing, Consolidation
Education
Midwestern University 2014 — 2018
DMD, Dentistry
Northwestern University 2011 — 2013
Premedical Sciences
DePaul University 2004 — 2007
BSC, Accounting, Finance
Midwestern University Student - PremedNorthwestern UniversityJanuary 2011 - 2014
Huron Consulting Group September 2006 - August 2009
Spectrum Global Fund Administration May 2006 - December 2006
Skills
Cost Accounting, Accounting, Finance, Forecasting, Budgets, Internal Controls, Financial Reporting, Variance Analysis, GAAP, Sarbanes-Oxley Act, General Ledger, Cash Flow, US GAAP, Financial Accounting, SEC filings, Account Reconciliation, Financial Analysis, Financial Statements, Microsoft Excel, Auditing, Consolidation
Education
Midwestern University 2014 — 2018
DMD, Dentistry
Northwestern University 2011 — 2013
Premedical Sciences
DePaul University 2004 — 2007
BSC, Accounting, Finance
Franz Gildemeister's Spectrum Global Fund Administration Experience 2003 - 2006
Job CPA, CFA
Industry Financial Services
Experience
Chicago Firm 2010 - October 2013
Sky Road LLC 2008 - 2010
VARA 2006 - 2008
Spectrum Global Fund Administration 2003 - 2006
Skills
CPA, Accounting, Chartered Financial..., Hedge Funds, Corporate Finance, Financial Analysis
Education
Hartwick College 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance, 3.8/4.0
Chicago Firm 2010 - October 2013
Sky Road LLC 2008 - 2010
VARA 2006 - 2008
Spectrum Global Fund Administration 2003 - 2006
Skills
CPA, Accounting, Chartered Financial..., Hedge Funds, Corporate Finance, Financial Analysis
Education
Hartwick College 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance, 3.8/4.0
Ryan A. Feuerstein's Spectrum Global Fund Administration Experience June 2007 - July 2007
Job Senior Fund Accountant at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC March 2014 - Present
Jackson National Asset Management, LLC August 2011 - March 2014
Custom House Fund Services (Ireland) Limited September 2008 - August 2011
Spectrum Global Fund Administration June 2007 - July 2007
Skills
Hedge Funds, Bloomberg, Finance, Fund Accounting, Financial Analysis, Mutual Funds, Equities, Investments, Financial Reporting, Fund Of Funds, Microsoft Excel, Private Equity, Account Reconciliation, Financial Accounting, Options, Valuation, Fund Administration, Analysis, Financial Modeling, Bonds, Alternative Investments, Securities, Financial Services, Accounting, Financial Statements, Asset Management, Fixed Income, Derivatives, FX Options, Customer Service, Bloomberg Terminal, Auditing, US GAAP, Internal Controls, Cash Flow, Due Diligence, Swaps, Leadership, Internal Audit, Cash Management, General Ledger, Corporate Actions, GAAP, Financial Markets
Education
Illinois Institute of Technology 2003 — 2007
B.S., Business Administration/Finance
Jackson National Asset Management, LLC March 2014 - Present
Jackson National Asset Management, LLC August 2011 - March 2014
Custom House Fund Services (Ireland) Limited September 2008 - August 2011
Spectrum Global Fund Administration June 2007 - July 2007
Skills
Hedge Funds, Bloomberg, Finance, Fund Accounting, Financial Analysis, Mutual Funds, Equities, Investments, Financial Reporting, Fund Of Funds, Microsoft Excel, Private Equity, Account Reconciliation, Financial Accounting, Options, Valuation, Fund Administration, Analysis, Financial Modeling, Bonds, Alternative Investments, Securities, Financial Services, Accounting, Financial Statements, Asset Management, Fixed Income, Derivatives, FX Options, Customer Service, Bloomberg Terminal, Auditing, US GAAP, Internal Controls, Cash Flow, Due Diligence, Swaps, Leadership, Internal Audit, Cash Management, General Ledger, Corporate Actions, GAAP, Financial Markets
Education
Illinois Institute of Technology 2003 — 2007
B.S., Business Administration/Finance
David Hoppe's Spectrum Global Fund Administration Experience March 2008 - January 2009
Job Aerospace Maintenance Duty Officer United States Navy
Industry Military
Experience
US Navy April 2014 - Present
United States Navy December 2010 - April 2014
Illinois Institute of Technology August 2010 - December 2010
Gap Inc./Old Navy May 2010 - December 2010
Spectrum Global Fund Administration March 2008 - January 2009
Skills
Customer Service, Team Leadership, Leadership, Public Speaking, Project Management, Team Building, Time Management, Security Clearance, Military Experience, DoD, Navy, Management, Defense, Electronic Warfare, Analysis, Supervisory Skills, Access, Program Management, Microsoft Office, Strategic Planning, Budgets, PowerPoint, Organizational..., Force Protection, Teamwork, Top Secret, Weapons, Military Operations, Microsoft Excel, Microsoft Word, Data Analysis, National Security, Training, Operational Planning, Military
Education
Illinois Institute of Technology 2006 — 2010
B.S., Business Administration and Finance
US Navy April 2014 - Present
United States Navy December 2010 - April 2014
Illinois Institute of Technology August 2010 - December 2010
Gap Inc./Old Navy May 2010 - December 2010
Spectrum Global Fund Administration March 2008 - January 2009
Skills
Customer Service, Team Leadership, Leadership, Public Speaking, Project Management, Team Building, Time Management, Security Clearance, Military Experience, DoD, Navy, Management, Defense, Electronic Warfare, Analysis, Supervisory Skills, Access, Program Management, Microsoft Office, Strategic Planning, Budgets, PowerPoint, Organizational..., Force Protection, Teamwork, Top Secret, Weapons, Military Operations, Microsoft Excel, Microsoft Word, Data Analysis, National Security, Training, Operational Planning, Military
Education
Illinois Institute of Technology 2006 — 2010
B.S., Business Administration and Finance
Sheela Villiard's Spectrum Global Fund Administration Experience 2007 - 2008
Job Staff Accountant at SGC
Industry Information Technology and Services
Experience
Scranton Gillette Communications, Inc. April 2008 - November 2012
Spectrum Global Fund Administration 2007 - 2008
Whitehall Jewellers 2005 - 2008
Skills
Accounting, Financial Reporting, Journal Entries, Forecasting, Budgeting, Accounts Receivable, Accounts Payable, General Ledger, GAAP, Accruals, Account Reconciliation, Financial Accounting, Reconciliation, Internal Controls, SEC reporting, Audit, Payroll, Financial Planning, Variance Analysis, Internal Audit, Financial Analysis, Reconciling, Revenue Recognition, Excel, P&L, Cash Flow, Cash Management, Billing, Fund Accounting, Project Accounting, Payroll Processing, Invoicing, Statements, Consolidation, Reconciliations, Auditing, Expenses, Budgets, Great Plains Software, Bank Reconciliation
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
MAFM, Accounting
DeVry University 2006 — 2007
BS, Accounting/Finance
UW-Green Bay 1999 — 2004
Accounting
Scranton Gillette Communications, Inc. April 2008 - November 2012
Spectrum Global Fund Administration 2007 - 2008
Whitehall Jewellers 2005 - 2008
Skills
Accounting, Financial Reporting, Journal Entries, Forecasting, Budgeting, Accounts Receivable, Accounts Payable, General Ledger, GAAP, Accruals, Account Reconciliation, Financial Accounting, Reconciliation, Internal Controls, SEC reporting, Audit, Payroll, Financial Planning, Variance Analysis, Internal Audit, Financial Analysis, Reconciling, Revenue Recognition, Excel, P&L, Cash Flow, Cash Management, Billing, Fund Accounting, Project Accounting, Payroll Processing, Invoicing, Statements, Consolidation, Reconciliations, Auditing, Expenses, Budgets, Great Plains Software, Bank Reconciliation
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
MAFM, Accounting
DeVry University 2006 — 2007
BS, Accounting/Finance
UW-Green Bay 1999 — 2004
Accounting
Deidre Collins MBA's Spectrum Global Fund Administration Experience October 2007 - October 2011
Job Senior Accountant at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance 2012 - Present
Alphametrix360 LLC October 2007 - October 2011
Spectrum Global Fund Administration October 2007 - October 2011
JPMorgan Chase December 2006 - April 2008
Cheryl & Co. June 2005 - July 2007
Alliance Data 2001 - 2003
Skills
Accounting, Financial Reporting, Excel, PowerPoint, Word, Microsoft Office, Budgeting, Customer Relations, Access, Hedge Funds, Teamwork, Auditing, Series 6
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Otterbein College 1999 — 2002
Bachelor of Arts, Public Relations
Nationwide Insurance 2012 - Present
Alphametrix360 LLC October 2007 - October 2011
Spectrum Global Fund Administration October 2007 - October 2011
JPMorgan Chase December 2006 - April 2008
Cheryl & Co. June 2005 - July 2007
Alliance Data 2001 - 2003
Skills
Accounting, Financial Reporting, Excel, PowerPoint, Word, Microsoft Office, Budgeting, Customer Relations, Access, Hedge Funds, Teamwork, Auditing, Series 6
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Otterbein College 1999 — 2002
Bachelor of Arts, Public Relations
Tudy Gomez's Spectrum Global Fund Administration Experience April 2007 - September 2008
Job Assistant to the Chairman at CBOE
Industry Financial Services
Experience
CBOE July 2013 - Present
Kohl's April 2011 - April 2013
Chicago Regional Council of Carpenters January 2010 - March 2010
Spectrum Global Fund Administration April 2007 - September 2008
OneChicago September 2001 - November 2004
Mariah Trading Company, L.L.C June 1999 - June 2001
Carr Futures Inc August 1997 - May 1999
Dean Witter Reynolds Inc March 1983 - August 1997
Skills
Blackberry, Ultipro Payroll System,..., COSA System, Adminsitration,..., Human Resources
Education
Prairie State College 2000 — 2001
Not finished with program, Photographic Program Studies
St. Xavier College, Chicago, IL 1987 — 1988
Not finished, Business Adminsitration
CBOE July 2013 - Present
Kohl's April 2011 - April 2013
Chicago Regional Council of Carpenters January 2010 - March 2010
Spectrum Global Fund Administration April 2007 - September 2008
OneChicago September 2001 - November 2004
Mariah Trading Company, L.L.C June 1999 - June 2001
Carr Futures Inc August 1997 - May 1999
Dean Witter Reynolds Inc March 1983 - August 1997
Skills
Blackberry, Ultipro Payroll System,..., COSA System, Adminsitration,..., Human Resources
Education
Prairie State College 2000 — 2001
Not finished with program, Photographic Program Studies
St. Xavier College, Chicago, IL 1987 — 1988
Not finished, Business Adminsitration
Chris Farr's Spectrum Global Fund Administration Experience February 2003 - October 2006
Job SVP, Accounting and Finance at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial October 2006 - Present
Spectrum Global Fund Administration February 2003 - October 2006
Mesirow Financial April 1999 - February 2003
PwC September 1994 - March 1999
Education
University of Notre Dame 1990 — 1994
Bachelor's degree, Accounting
Mesirow Financial October 2006 - Present
Spectrum Global Fund Administration February 2003 - October 2006
Mesirow Financial April 1999 - February 2003
PwC September 1994 - March 1999
Education
University of Notre Dame 1990 — 1994
Bachelor's degree, Accounting
Joanne Limberopoulos-Kaminski's Spectrum Global Fund Administration Experience December 2005 - April 2007
Job Assistant Manager at JewelOsco
Industry Retail
Experience
Jewel-Osco November 2009 - Present
Jewel-Osco June 2009 - November 2009
Jewel-Osco May 2008 - June 2009
Jewel-Osco June 2007 - May 2008
Jewel-Osco August 2000 - May 2007
Spectrum Global Fund Administration December 2005 - April 2007
Richwill Enterprises April 2004 - February 2005
Skills
Store Management, Loss Prevention, Profit, Inventory Control, Grocery, Visual Merchandising, Public Speaking, Retail, Shrink Management, Inventory Management, Coaching, Team Building, Customer Satisfaction, Customer Service, Planograms, Leadership, Employee Training, Creative Problem Solving, Time Management, Education
Education
University of Illinois at Chicago 2004 — 2007
Bachelor of Science (BS), Accounting and Business/Management
Moraine Valley Community College 2002 — 2004
General Studies
Jewel-Osco November 2009 - Present
Jewel-Osco June 2009 - November 2009
Jewel-Osco May 2008 - June 2009
Jewel-Osco June 2007 - May 2008
Jewel-Osco August 2000 - May 2007
Spectrum Global Fund Administration December 2005 - April 2007
Richwill Enterprises April 2004 - February 2005
Skills
Store Management, Loss Prevention, Profit, Inventory Control, Grocery, Visual Merchandising, Public Speaking, Retail, Shrink Management, Inventory Management, Coaching, Team Building, Customer Satisfaction, Customer Service, Planograms, Leadership, Employee Training, Creative Problem Solving, Time Management, Education
Education
University of Illinois at Chicago 2004 — 2007
Bachelor of Science (BS), Accounting and Business/Management
Moraine Valley Community College 2002 — 2004
General Studies
John A. Lorenzen's Spectrum Global Fund Administration Experience June 2008 - August 2008
Job Law Clerk at Greer, Burns & Crain, Ltd.
Industry Law Practice
Experience
Greer, Burns & Crain, Ltd. August 2014 - May 2015
USPTO May 2014 - August 2014
Patent Moot Court Team January 2014 - April 2014
University of Illinois College of Veterinary Medicine April 2010 - December 2011
Spectrum Global Fund Administration June 2008 - August 2008
Education
DePaul University College of Law 2012 — 2015
J.D., Patent Certificate (Center for Intellectual Property and Information Technology)
University of Illinois at Urbana-Champaign 2006 — 2011
B.S. Computer Engineering, Minor: East Asian Language and Culture
The Yamasa Institute, Okazaki, Japan 2009 — 2009
Kanazawa Institute of Technology, Kanazawa, Japan 2007 — 2007
Greer, Burns & Crain, Ltd. August 2014 - May 2015
USPTO May 2014 - August 2014
Patent Moot Court Team January 2014 - April 2014
University of Illinois College of Veterinary Medicine April 2010 - December 2011
Spectrum Global Fund Administration June 2008 - August 2008
Education
DePaul University College of Law 2012 — 2015
J.D., Patent Certificate (Center for Intellectual Property and Information Technology)
University of Illinois at Urbana-Champaign 2006 — 2011
B.S. Computer Engineering, Minor: East Asian Language and Culture
The Yamasa Institute, Okazaki, Japan 2009 — 2009
Kanazawa Institute of Technology, Kanazawa, Japan 2007 — 2007