STEIN ROE & FARNHAM
STEIN ROE & FARNHAM List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at STEIN ROE & FARNHAM. You can filter them based on skills, years of employment, job, education, department, and prior employment.
STEIN ROE & FARNHAM Salaries. You can even request information on how much does STEIN ROE & FARNHAM pay if you want to. Learn about salaries, pros and cons of working for STEIN ROE & FARNHAM directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
73 STEIN ROE & FARNHAM employees in database. Find out everything there's to know about STEIN ROE & FARNHAM employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
STEIN ROE & FARNHAM Employees
Mesirow Financial March 2005 - Present
Stein Roe & Farnham 1978 - March 2005
stein roe & farnham 1978 - 2001
Skills
Asset Allocation, Portfolio Management, Investments, Fixed Income, Equities, Investment Management, Valuation, Derivatives, Financial Modeling, Wealth Management, Investment Strategies, Mutual Funds, Securities
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, FInance
Knox College 1971 — 1975
BA, Mathematics
Insurance Auto Auctions March 2004 - Present
GE Capital November 2001 - May 2003
Heller Financial August 1999 - November 2001
Stein Roe & Farnham February 1998 - August 1999
Skills
Cash Management, Financial Analysis, Mergers, Forecasting, Financial Reporting, Budgets, Negotiation, Mergers & Acquisitions, Management, Analysis, Accounting, Variance Analysis, Finance, Process Improvement, Strategic Financial..., Due Diligence, Auditing, Business Planning, Business Process..., Business Analysis, Insurance, Managerial Finance, Strategic Planning, Risk Management, Financial Planning
Education
National-Louis University 1993 — 1997
Bachelor's, Accounting
Option Research and Technology Services March 2009 - Present
Stein Roe & Farnham January 2001 - November 2001
Columbia Management [Liberty Financial] 1999 - 2001
Stein Roe & Farnham Mutual Funds 1997 - 2001
Liberty Funds January 1999 - December 2000
Stein Roe Mutual Funds 1997 - 2000
Stein Roe & Farnham 1997 - 1998
Highlands Regional Medical Center July 1995 - January 1997
Skills
Mutual Funds, Marketing Communications, Investments, Marketing, Risk Management, Marketing Strategy, Strategic Planning, PowerPoint, Business Development, Team Building, Team Leadership, Project Management, Options, Forecasting, Social Media Marketing
Education
University of Florida 1990 — 1992
Bachelor of Science, Public Relations
Lake Sumter Community College 1990 — 1990
AA, Communications
Mercer University 1988 — 1989
Undergraduate Honors
Atlantic Trust January 2008 - Present
Atlantic Trust March 2004 - January 2008
Stein Roe Investment Counsel LLC January 2001 - March 2004
Stein Roe & Farnham 1984 - 2001
Skills
Investments, Asset Managment, Asset Management, Management, Alternative Investments, Hedge Funds, Executive Management, Asset Allocation, Investment Management, Portfolio Management, Private Equity, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1982
MBA, Finance
Northern Illinois University 1975 — 1978
BS, Accounting
Free Market Inc. September 1982 - Present
Snow Valley 1999 - 2008
Stein Roe & Farnham November 1978 - September 1982
Skills
Fixed Income, Investments
Education
University of California, Los Angeles 1975 — 1977
Masters, ABD, Economics
Massachusetts Institute of Technology 1970 — 1973
SB, Economics
Rich East High School 1966 — 1970
College Community School District August 2010 - Present
Fairfax Public Library August 2009 - Present
Stein Roe & Farnham 1989 - August 1997
Skills
Teaching, Microsoft Office, Community Outreach
Education
Emmaus Bible College 1984 — 1985
Certificate, Bible
Dubuque Senior High School
Robert W. Baird & Co. March 2005 - June 2015
Law Offices of William Sandrick August 1999 - March 2005
Segall Bryant & Hamill August 1997 - August 1999
Stein Roe & Farnham December 1989 - April 1996
Skills
Financial Advisory, Retirement Planning, Strategic Financial..., Wealth Management, Financial Planning, Series 7
Education
Cardinal Stritch University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business
Indiana University Bloomington 1986 — 1987
The Macdonald Family June 2012 - February 2014
Archetype Trading September 2010 - February 2012
Marquette Partners August 2001 - August 2010
The Burridge Group LLC September 1999 - May 2001
Stein Roe & Farnham March 1998 - September 1999
HD Brent & Co/ Program Trading Corp. August 1996 - February 1998
Skills
Global Macro, Trading Strategies, Hedging, Technical Analysis, Trading Technologies, Asset Allocation, Asset Management, New Business Development, International Business, Portfolio Management, Business Relationship..., Business Communications, Business Ethics, Relationship..., Client-focused, Investor Relations, Ethical Marketing, Sales Management, Relationship Management, Lateral Thinking, Team Leadership, B2B, Sales
Education
University of Kansas 1991 — 1996
B.G.S., Communications
The Gunnery 1990 — 1991
Post Graduate Diploma
Breck School
High School
Boeing June 2012 - Present
The Boeing Company September 2009 - June 2012
The Boeing Company February 2008 - November 2010
Trustmark Insurance Company May 2001 - December 2007
Banc One Capital Markets 1998 - 2000
Banc One Capital Markets 1995 - 2000
Banc One Capital Markets 1997 - 1998
First Chicago Capital Markets, Inc. 1995 - 1997
Stein Roe & Farnham 1987 - 1995
Skills
Investment Strategies, Collaborative Working, Investments, Fixed Income, Asset Allocation, Asset Management, Alternative Investments, Investment Management, Risk Management, Hedge Funds, Team Leadership, Scenario Analysis, Presentations, Flexible to Change, Adaptive Leadership, Finance, Asset Managment, Equities, Collaborative..., Structured Finance, Portfolio Management, Structured Products, Fixed Income Analysis, Pensions, Global Macro
Education
The University of Chicago - Booth School of Business 1984 — 1987
MBA, Booth Graduate School of Business, Finance
Georgetown University
BA, Government, Economics
BMO Financial Group September 2014 - Present
Tigroup June 2011 - August 2014
Novell 2002 - 2011
Cambridge Technology Partners March 1995 - July 2001
Stein Roe & Farnham May 1994 - March 1995
The Northern Trust Company March 1989 - May 1994
United States Navy June 1984 - January 1989
Skills
Program Management, Operations Management, Integration, Cloud Computing, Team Leadership, SDLC, Project Portfolio..., Business Process, Management, Strategy, Enterprise Architecture, Project Management, Solution Architecture, Enterprise Software, Consulting, Risk Management, Governance
Education
Naval Postgraduate School 1986 — 1986
Subspecialty Designation
Northwestern University 1980 — 1984
BA
C. E. Jordan High School 1977 — 1980
Diploma
NexTier Capital Solutions, LLC August 2014 - Present
MSCI Inc. October 2011 - June 2014
Hewitt EnnisKnupp November 2008 - November 2010
Hakewill & Associates January 2007 - November 2008
Ziegler 2001 - 2006
Commerce One December 1999 - March 2001
Allstate Insurance Company 1998 - 1999
Northern Trust April 1994 - October 1998
Stein Roe & Farnham April 1987 - March 1994
Leo Burnett July 1974 - May 1987
Skills
Market Research, Relationship Management, Change Management, E-commerce, Asset Managment, Financial Services, Market Planning, Strategic Planning, New Business Development, Integrated Marketing, Product Management, Competitive Analysis, Customer Insight, Thought Leadership, Marketing, Marketing Strategy, CRM, Business Development, Risk Management, Investments, Asset Management, Strategy, Mutual Funds, Marketing Management, Program Management, Advertising, Hedge Funds, Management, Investment Management, Budgets, Analytics, Banking, Portfolio Management, Consulting, Strategic Partnerships, Executive Management, Leadership, Segmentation, Mergers & Acquisitions, Direct Marketing, Media Relations, Lead Generation, B2B Marketing, Alternative Investments, Product Marketing, Marketing Communications
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1972 — 1974
M.B.A., General Management
Dartmouth College 1968 — 1972
A.B., Psychology
The Warranty Group January 2008 - Present
AON Warranty Group January 2006 - December 2007
Atlantic Trust Stein Roe January 2004 - December 2005
Stein Roe Investment Counsel January 1983 - December 2003
Stein Roe & Farnham November 1976 - December 1982
Skills
Siemens OpenScape Voice, OpenScape Contact Center, OpenScape Voice Portal, VOIP, SIP, Impact 360, Encryption, Disaster Recovery, ACD, VoIP, Call Center, Team Building, Process Improvement, Vendor Management, Contact Centers, Call Centers, Telecommunications, Cloud Computing, IT Management, Telephony, Integration, TCP/IP, Visio, MPLS, Troubleshooting, Networking, Switches, Avaya, CTI
Education
University of Notre Dame 1974 — 1976
Business Administration
BMO Global Asset Management March 1992 - May 2013
Harris Investment Management January 2004 - January 2010
Harris Investment Management January 1999 - January 2002
Stein Roe & Farnham February 1987 - March 1992
Franklin Life Insurance Company April 1984 - February 1987
Skills
Fixed Income, Financial Modeling, Investments, Financial Risk, Finance, Credit, Analysis, Relative Value, Valuation, Portfolio Management, Securities, Bloomberg
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts
Washington University in St. Louis - Olin Business School
Masters Business Administration
Generations Federal Credit Union May 2012 - Present
iShares/Blackrock 2010 - 2012
BCCI Construction Company 2008 - 2010
Schwab Institutional 2007 - 2008
Drink, Inc. 2005 - 2007
Morgan Stanley Institutional 2001 - 2005
Stein Roe & Farnham 1998 - 2001
Kaplan 1996 - 1998
The Art Institute of Chicago 1996 - 1997
USAA 1990 - 1995
Skills
Lead Generation, Direct Marketing, Digital Marketing, Digital Strategy, Marketing Strategy, Marketing Communications, Integrated Marketing, Social Media Marketing, Online Advertising, Advertising, Strategic Planning, PPC, Leadership, Strategic Partnerships, Sales, Social Media
Education
Google AdWords Certified Professional 2010 — 2010
Google AdWords Certified Professional
The School of the Art Institute of Chicago 1998 — 2000
Art and Design
University of the Incarnate Word 1985 — 1989
BA, Art/Art Studies, General, Magna Cum Laude
Blue Ribbon Floor Plans 1995 - Present
Reed-Martens Construction Group October 2004 - October 2006
Northwestern Settlement 2005 - 2006
Hubbard Woods Circle September 2001 - August 2002
Winnetka Village Caucus November 1999 - October 2001
Hubbards Wood Circle September 1997 - August 2001
Willow Wood Preschool July 1993 - June 1997
Dean Witter Reynolds March 1986 - October 1990
Stein Roe & Farnham October 1984 - March 1986
Skills
Marketing, Residential Homes, Real Estate, Social Networking, Interior Design, Strategic Planning, Leadership, Advertising, Public Speaking, Renovation, Research, Small Business, Social Media, Construction, Entrepreneurship, Marketing Strategy, Customer Service, Investment Properties, Basements, Microsoft Excel, New Business Development, Sellers, Management, Public Relations
Education
Denison University 1980 — 1984
BA, Economics
New Trier High School East 1976 — 1980
Kanaly Holdings LLC and Kanaly Trust, LTA December 2012 - Present
Pitcairn February 2010 - December 2011
Shelterwood Financial Services LLC July 2007 - January 2011
Atlantic Trust March 2004 - December 2005
Stein Roe Investment Counsel LLC January 2001 - December 2005
Stein Roe Investment Counsel April 1999 - December 2000
Stein Roe & Farnham November 1994 - March 1999
Rockefeller & Co. January 1993 - November 1994
Prudential Investment Management Co. 1988 - 1993
Mellon Bank NA 1976 - 1988
Skills
Wealth Management, Asset Management, Portfolio Management, Private Equity, Investments, Financial Planning, Asset Allocation, Alternative Investments, Investment Advisory, Venture Capital, Management Consulting, Private Wealth..., Investment Strategies, Hedge Funds, Business Planning
Education
University of Pennsylvania - The Wharton School 1974 — 1975
MBA, Finance
The Johns Hopkins University 1971 — 1973
B.E.S., Operations Research
FocalPointe Group October 2009 - Present
eLoyalty February 2001 - November 2009
Morningstar January 1999 - December 2000
Zurich Scudder Investments July 1996 - December 1998
Stein Roe & Farnham July 1985 - June 1995
CNA Insurance June 1981 - July 1985
Skills
Strategic Consulting, Healthcare Consulting, Customer Experience..., Contact Center..., ICD-10, Solution Architecture, Account Management, Business Development, Program Management, Project Management, Medicare, Medicaid Managed Care, Contact Center..., Contact Center..., Financial Analysis, Cisco VoIP, Vendor Management, Health Information..., Mutual Funds, PMO Design, Consulting, Management Consulting, Process Improvement, Change Management, Executive Management, IT Strategy, Contact Centers, Business Process..., Call Centers, Strategic Planning, Financial Services
Education
Loyola University of Chicago - Graduate School of Business 1986 — 1990
Master of Business Administration (M.B.A.), Finance
Indiana University Bloomington 1976 — 1980
Bachelor of Science (B.S.), Industrial Relations
Bluerock Real Estate June 2015 - Present
New York Life & MainStay Investments July 2014 - May 2015
Swank Capital, LLC August 2011 - July 2014
Pine Point Commodities Group July 2010 - August 2011
Deutsche Bank 2005 - April 2010
Scudder Investments December 1999 - 2005
Continental Grain June 1994 - January 1999
Stein Roe & Farnham 1998 - 1999
Skills
Asset Managment, Hedge Funds, Mutual Funds
Education
DePaul University
BA, Marketing
DePaul University
Harris Associates 1997 - Present
Stein Roe & Farnham 1988 - 1997
Continental Bank October 1985 - April 1988
Skills
Portfolio Management, Equities, Asset Management
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance, Economics
University of Iowa 1981 — 1985
BBA, Accounting
Benet Academy 1977 — 1981
HS Diploma
Schlindwein Associates, LLC July 1995 - Present
Stein Roe & Farnham 1974 - 1994
Education
The University of Chicago - Booth School of Business 1969 — 1972
Master of Business Administration (MBA), Finance and Economics
University of Notre Dame 1965 — 1969
BBA, Finance
Hartland January 2014 - Present
Hartland December 2009 - Present
Sterling, A National City Company May 2006 - May 2009
Mellon Wealth Management April 2003 - April 2006
Weber Fulton & Felman Investment Counsel February 1995 - April 2003
Stein Roe & Farnham December 1984 - February 1995
Skills
Investments, Wealth Management, Private Equity, Asset Managment, Asset Allocation, Due Diligence, Portfolio Management, Venture Capital, Capital Markets, Alternative Investments, Investment Advisory, Equities, Asset Management, Financial Services, Hedge Funds, Corporate Governance, Mutual Funds, Valuation, Investment Management, Fixed Income, Financial Modeling, Strategic Financial..., Strategic Planning, Securities, Bloomberg, Investment Strategies, Financial Analysis
Education
The Tuck School of Business at Dartmouth 1981 — 1983
MBA, General Management
Amherst College 1974 — 1978
BA, English
DoTerra Essential Oils June 2014 - Present
Advanced Wellness Center March 2013 - Present
Penedo Charitable Organization 2009 - Present
Rubicon Interactive August 2010 - October 2011
Elso Bags July 2003 - December 2008
St. Athanasios Greek School September 1998 - June 2003
Stein Roe & Farnham January 1985 - August 1990
Skills
Management, Nonprofits, Sales, Customer Service, Fundraising, Marketing Communications, Public Speaking, Event Planning, Strategy, Marketing, Human Resources, Leadership, Strategic Planning, Social Networking, Marketing Strategy
Education
DePaul University 1982 — 1984
Bachelor of Commerce (B.Com.), Marketing
Henderson Global Funds March 2011 - Present
Atkinson Aviation LLC January 2010 - Present
Surgeons Diversified Investment Fund 2007 - 2009
Ariel Capital Management 1995 - 2005
Stein Roe & Farnham 1982 - 1995
Arthur Andersen & Co. 1972 - 1982
Skills
Asset Managment, Financial Analysis, Financial Modeling, Investment Management, Strategic Planning, Process Improvement, Equities, Investments, Acquisition Integration, Strategic Financial..., Mutual Funds, Fund Administration, Compliance, External Audit, Asset Allocation, Board of Director..., Operations Management, Executive Management, Asset Management, Due Diligence, Cash Management, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 1968 — 1972
B.A., Accountancy
Independent Actor August 2012 - Present
CFA Institute June 2012 - Present
Sutton Asset Management December 2005 - Present
Liberty Ridge Capital, Inc. 1999 - 2005
Loomis Sayles September 1992 - September 1999
Stein Roe & Farnham September 1987 - September 1992
Skills
Film Actor, Acting, Independent Film, Short Films, Commercials, Web Series, Feature Films, Character Actor, Stunts, Improvisation, Dark Comedy, Equities, Portfolio Management, Asset Allocation, Investment Management, Hedge Funds, Securities, Leadership, Mutual Funds, Equity Research, Options, Alternative Investments, Asset Management, Investment Strategies, Healthcare, Derivatives, Investments, Finance, Trading, Financial Analysis, Capital Markets
Education
Florida State University - College of Business 1984 — 1987
MBA, Finance
Florida State University College of Law 1984 — 1987
JD, Law
Florida State University - College of Business 1980 — 1984
BS, Finance
FourScore Income Partners, LP May 2013 - Present
Chief Cornerstone Capital, LLC May 2010 - April 2013
Benchmark Investment Group, LLC August 2009 - May 2011
Gartmore Global Investment Advisors 2004 - 2008
Pilgrim Baxter & Associates 1997 - 1999
Morgan Stanley Asset Management 1996 - 1996
Miller Anderson & Sherrerd 1993 - 1996
Donaldson Lufkin & Jenrette 1986 - 1993
Stein Roe & Farnham 1983 - 1986
Brown & Root July 1980 - July 1981
Skills
Hedge Funds, Institutional, Portfolio Management, Mutual Funds, Investments, Investment Advisory, Asset Management, Equities, Wealth Management, Equity Research, Factset, Trading Systems, Investment Management, Alternative Investments, Funding, Institutional..., Asset Managment, Securities, Bloomberg, Capital Markets
Education
University of Pennsylvania - The Wharton School 1981 — 1983
M.B.A., Finance
Rice University 1978 — 1980
B.S., Civil Engineering, Magna Cum Laude graduate
United States Air Force Academy 1976 — 1978
None, Astronautical Engineering
Paschal High School
Paschal High School
Paschal High School
BNY Mellon January 2013 - Present
Northern Trust Global Investments October 2011 - February 2012
CFA Institute 2006 - 2012
Northern Trust June 2009 - October 2011
Northern Trust April 2003 - June 2009
Northern Trust Global Investments February 1997 - April 2003
Weiss Peck & Greer January 1993 - April 1996
Stein Roe & Farnham July 1986 - December 1992
Skills
Investments, Endowments, Institutional, Institutional Investors, Pensions, Consultants, Asset Management, Investment Consultants, Board Leadership, Angel Investing, Institutional Asset..., Asset Managment, Entrepreneurship, Institutional..., Securities, Bloomberg, Hedge Funds, Defined Contribution, Pension Funds, Investment Management, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Leadership, Due Diligence, Valuation, Bonds, Investor Relations, Series 63, Equities, Series 7, Fixed Income, Investment Strategies, Financial Markets, Trading, Financial Risk, Finance, Alternative Investments, Options, Portfolio Management, Capital Markets, Investment Advisory, Mutual Funds, Risk Management, Strategy, Private Equity, Wealth Management, Wealth Management..., Asset Allocation, High Net Worth...
Education
The University of Chicago - Booth School of Business 1983 — 1986
MBA, Finance and Behavioral Science
Northwestern University 1975 — 1979
BSEE, Microelectronics
Pivot June 2014 - Present
Marquette Group March 2012 - May 2014
Simantel Group October 2007 - March 2012
Clifton Gunderson LLP January 2006 - October 2007
Kathryn Beich Fundraising June 2000 - January 2006
PricewaterhouseCoopers November 1997 - June 2000
Various Companies July 1989 - November 1997
Stein Roe & Farnham 1992 - 1996
Skills
Strategy, Strategic Planning, Program Management, Leadership, Risk Management, Internal Controls, Finance, Executive Management, Budgets, Process Improvement, Marketing Strategy, Financial Analysis, Mergers, Strategic Financial..., Project Management, Financial Modeling, Change Management, Financial Reporting, Team Building, Business Analysis, ERP, Vendor Management, Mergers & Acquisitions, Management, Project Planning, Accounting, Marketing, Lead Generation, Human Resources, Start-ups, Business Planning, Business Strategy, Business Process..., Forecasting, Financial Planning
Education
The University of Chicago Booth School of Business 1992 — 1995
MBA, Finance, Marketing
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
BS, Finance
Montini
Montini
JP Morgan Chase February 2012 - Present
JPMorgan Chase July 2004 - February 2012
JPMorgan Chase March 2001 - June 2004
JPMorgan Chase June 1993 - March 2001
Stein Roe & Farnham August 1991 - March 1993
Skills
SQL, MS Word, Excel, MS Project, Access, Visio, NOMAD Query Language, HP Quality Center, SAP Query Downloads, Databases, Customer Service, Agile Methodologies, Microsoft Excel, Requirements Gathering, Quality Center, Public Speaking, User Acceptance Testing, Management, Business Analysis, Microsoft Word, Leadership, Process Improvement, Testing, SDLC, Business Process, Analysis, Business Requirements, Quality Assurance, Program Management, Software Project...
Education
DePaul University
BS, Radiologic Technology
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Nicor Gas June 2014 - Present
Nicor Gas June 2008 - June 2014
The Judge Group 2005 - 2008
Tellabs November 2000 - January 2005
Sprint June 1999 - May 2000
United Healthcare August 1996 - August 1998
Stein Roe & Farnham June 1987 - August 1996
Skills
Process Improvement, Change Management, Project Management, Visio, Program Management, Energy, Vendor Management, Project Planning, Team Building, Contract Management, Strategic Planning, Analysis, MS Project
Education
Illinois State University
Lewis University
BA, Business Administration
Proviso East
Loop Capital Markets 2008 - 2013
UBS 2000 - 2008
Stein Roe & Farnham 1999 - 1999
John Hancock Mutual Life Insurance Co. 1998 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2007
M.B.A.
Indiana University Bloomington 1994 — 1998
BS
Morgan Stanley September 2015 - Present
BlackRock January 2013 - April 2015
BlackRock December 2010 - January 2013
Merrill Lynch January 2009 - November 2010
Merrill Lynch October 2005 - December 2008
Morningstar Inc. September 1998 - October 2005
Ferrand Jordan 1996 - 1997
Government Finance Officers Association 1993 - 1996
Stein Roe & Farnham 1991 - 1993
Skills
Asset Allocation, Hedge Funds, Asset Managment, Portfolio Management, Investment Management, Fixed Income, Securities, Equities, Uniform Combined State..., Mutual Funds, Bonds, Strategy, Financial Advisory, Asset Management, Financial Services, Investments, Product Management, Management, Retirement, Trading, Emerging Markets, Finance, Investment Strategies, Investment Banking, Strategic Financial..., 401k, Bloomberg, Alternative Investments, Private Equity, Capital Markets, Financial Risk
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
Bryn Mawr College 1988 — 1990
BA, History
The American University of Paris 1987 — 1988
Senior Flexonics December 2013 - Present
Senior Flexonics September 2012 - November 2013
Senior Flexonics April 2012 - August 2012
Schaumburg Park District August 2005 - April 2012
Stein Roe & Farnham 1990 - 1996
Skills
Human Resources, Management, Team Building, Process Improvement, Employee Relations, Project Planning, Microsoft Word, Microsoft Office, Microsoft Excel, Strategic Planning, Lean Manufacturing, Teaching, New Business Development, PowerPoint, Coaching, Administration, Program Management, Kronos Timekeeping, ADP Payroll, Kaizen, Event Planning, Outlook, First Aid, Trakstar, Microsoft Publisher, Visio, A3 Thinking
Education
Concordia University-River Forest
Bachelor, Education
US Bank December 2010 - Present
Fannie Mae October 2009 - December 2010
AAM June 2009 - September 2009
RiverSource Investments December 2002 - February 2009
Lincoln Capital Management January 2000 - December 2002
Stein Roe & Farnham November 1994 - January 2000
JPMorgan Chase 1993 - 1994
US Trust Company 1990 - 1994
Putnam Investments October 1988 - January 1990
Skills
Fixed Income, Investments, Credit, Securities, Portfolio Management, Credit Risk, Financial Modeling, Financial Analysis, Fixed Income Analysis, Financial Services, Bloomberg, Securitization, Credit Analysis, High Yield, Capital Markets, Financial Risk, Asset Management, Banking, Risk Management, Accounting, Bonds, Risk, Compliance, Research, Debt, Excel, Recommendations, Economics, Public Speaking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance
Marquette University 1984 — 1988
Bachelor of Science (BS), Busines Administratin - Finance
Bishop Noll Institute 1980 — 1984
High School Diploma, College Prep
Trinity Asset Management, Inc. April 1995 - Present
Stein Roe & Farnham 1992 - 1995
Clayton Brown & Associates 1990 - 1992
Education
Loyola University of Chicago 1984 — 1985
MBA, Finance
Xavier University 1978 — 1982
BSBA, Finance
CFA
CFA
Northern Trust May 2003 - Present
Strong Capital Management November 2000 - May 2003
Scudder Kemper Investments 1992 - 2000
Stein Roe & Farnham August 1987 - August 1992
Skills
Portfolio Management, Competitive Analysis, Mutual Funds, Valuation, Equities, Equity Research, Investments, Management, Financial Modeling, Financial Analysis, Private Equity, Alternative Investments, Industry Analysis, Capital Markets, Business Strategy, Report Writing, Client Presentation, Senior Executive..., Shareholder Value, Investment Strategies, Return on Investment..., Portfolio Optimization, Technology, Technology Investments, Long Term Business..., Managing Business Growth, Market Shifts, Wealth Management, Risk Analysis, Thought Leadership, Growth Environments, C-Level Relationships, Venture Capital, Diversified Investment..., Sustainability, Performance Improvement, Asset Allocation, Executive Leadership, Revenue & Profit Growth, Equity Capital Markets, Interviewing C-Level..., New Client Acquisitions, Future Trends, Investor Relations, Board Relations, Earnings & Valuation..., Multinational..., Early Stage Companies, Navigating Volatile...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1987
MBA, Finance
University of Rhode Island 1981 — 1983
BS, Finance
Joliet West - Go Tigers!
Guggenheim Investments 2011 - Present
Guggenheim Funds April 2005 - Present
Northern Trust Global Investments January 2000 - March 2005
Stein Roe & Farnham 1995 - 2000
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Wealth Management, Investment Management, Equities, Asset Allocation, Series 7, Fixed Income, Asset Managment, Investment Strategies, Series 63, Securities, Investment Advisory, Separately Managed...
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
Miami University
Millennium Trust Company, LLC December 2002 - Present
Stein Roe & Farnham 1987 - 1999
Skills
Financial Services, Alternative Investments, Investments, Financial Analysis, Asset Management, Equities, Portfolio Management, Mutual Funds, Investment Management, Hedge Funds, Securities
Education
Illinois State University 1973 — 1977
First Internet Bank 2012 - Present
OneAmerica November 2010 - October 2012
City Real Estate Advisors 2010 - 2010
Herman & Kittle Properties, Inc. January 2009 - May 2009
Herman Kittle Properties April 2007 - January 2009
Independent Real Estate Consultant 2009 - 2009
HDG Mansur 2002 - 2007
Equity Residential February 2001 - October 2002
Stein Roe & Farnham 1997 - 2000
Olde Discount Stock Brokers 1996 - 1998
Skills
Real Estate Economics, Asset Managment, Real Estate Development, Contract Negotiation, Investment Properties, Accounting, Real Estate, Strategic Planning, Capital Markets, Budgets, Investments, Finance, Asset Management, Financial Analysis, Negotiation, Due Diligence, Process Improvement, Project Management, Portfolio Management, Affordable Housing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
Indiana University Bloomington 1992 — 1996
BA, Economics
Speedway High School 1989 — 1992
SDI Solutions September 2015 - Present
Columbia Wanger Asset Management November 2007 - August 2015
Bank of America January 2004 - November 2007
Stein Roe & Farnham July 1999 - January 2004
Mastech April 1998 - June 1999
Microsoft August 1997 - March 1998
HCL Hewlett Packard September 1995 - March 1998
HCL Infosystems Ltd 1995 - 1998
Skills
Cisco Technologies, Network Security, Networking, VPN, Enterprise Architecture, CCNA, Vendor Management, IT Strategy, CCDA, Cisco Firewall Security, WAN, Business Analysis, OSPF, Data Center, Network Engineering, Routers, Cisco IOS, CISSP
Education
DePaul University 2008 — 2008
MS, Network Security
Government Engineering College, Jabalpur 1991 — 1995
Bachelor of Engineering (B.E.), Electronics and Telecommunications
Rani Durgavati Vishwavidyalaya 1991 — 1995
Bachelor of Engineering, Electronics and Telecomm.
Calamos Investments March 2013 - Present
Calamos Investments April 2010 - March 2013
Hartford Investment Management Co. (HIMCO) October 2007 - April 2010
Northern Trust Global Investments 2002 - 2007
Barclays Global Investors 2000 - 2002
Stein Roe & Farnham November 1995 - April 2000
Skills
Investment Management, Investment Strategies, Fixed Income, Equities, Series 7, Series 63
Education
Northern Illinois University - College of Business 1999 — 2004
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Western Illinois University 1984 — 1987
Bachelor's Degree, Finance
Downers Grove North High School
HS Diploma
Beaird Group 1998 - Present
Stein Roe & Farnham 1981 - 1986
Skills
Strategic Planning, Management Consulting, Human Resources, Business Process..., Budgets, Analysis, Leadership Development, Finance, Strategy, Management, Leadership, Project Management, Consulting
Education
Eastern Illinois University
Bachelor of Science (BS), Marketing & Management
Wells Fargo Advisors, LLC October 2005 - Present
Morgan Stanley March 2003 - October 2005
Stein Roe & Farnham 1998 - 2002
Liberty Financial 1994 - 2002
Liberty Funds (Colonial Management) 1994 - 2002
Liberty Financial Group 1994 - 2002
Dupont Pension Fund Investments 1986 - 1994
Bank of Delaware January 1979 - July 1986
Skills
Trading Strategies, Equity Trading, Investments, Wealth Management, Insurance, Strategic Planning, Strategic Financial..., Banking, Customer Service, Analysis, Asset Managment, Asset Allocation, Hedge Funds, Trading, Alternative Investments, Asset Management, Securities, Equities, Mutual Funds, Fixed Income, Portfolio Management, Series 7, Financial Services, Capital Markets, Risk Management, Finance, Series 63, Quantitative Analytics, Investment Strategies, Derivatives, Financial Analysis, Financial Modeling, Retirement Planning
Education
University of Delaware 1981 — 1984
BS, BA Finance
University of Delaware - Lerner College of Business and Economics 1981 — 1984
Bachelor of Science, Finance, General
Mesirow Financial June 2005 - Present
Stein Roe Investment Counsel October 1990 - May 2005
Stein Roe & Farnham October 1989 - October 1990
Stein Roe & Farnham October 1980 - October 1989
Skills
Securities, Bonds, Trading, Accounting, Finance, Bloomberg Terminal, NETX360, Advent
Education
Moraine Valley Community College
Finance, General
ACA Performance Services March 2014 - Present
CFA Institute 2010 - Present
Deloitte & Touche September 2000 - March 2014
Credit Suisse Asset Management 1998 - September 2000
Warburg Pincus Asset Management July 1997 - September 2000
Stein Roe & Farnham December 1995 - July 1997
Furman Selz September 1994 - December 1995
Oppenheimer Capital February 1993 - September 1994
Skills
Investment Management, Asset Managment, Mutual Funds, GIPS, Investment Performance, Auditing, Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Equities, Investments, Performance Measurement, Investment Advisory, Fund Accounting, Risk Management, Operational Risk, Internal Controls, Client Services, Asset Management, Financial Services, Fixed Income, Management Consulting
Education
Hofstra University 1989 — 1992
Bachelor of Business Administration (BBA), Accounting
Sachem
William Blair & Company September 2012 - May 2015
Guggenheim Partners April 2011 - March 2012
Guggenheim Funds Distributors, Inc May 2004 - April 2011
Claymore Securities 2004 - 2008
Allstate Financial 1999 - 2004
John Nuveen & Co. 1997 - 1999
Stein Roe & Farnham 1995 - 1997
Skills
Needs Analysis, Asset Allocation, ETFs, Management, Instructional Design, Staff Development, Investments, Series 63, Mutual Funds, Series 7, Strategic Planning, Securities, Sales, Performance Management, Training, Investment Strategies, Leadership
Education
Northeastern Illinois University 2004 — 2006
Masters, Adult Education
North Park University 1999 — 2001
Certificate, Finance
Valparaiso University 1991 — 1995
CFP Program
Sonata Capital January 2006 - Present
Marcia Joslyn Sill, Inc. November 2000 - November 2005
Seafirst Bank/Bank of America April 1982 - March 1989
Central Trust Company September 1979 - August 1981
Mercantile Trust September 1978 - August 1979
General Electric Trust Investment Operatioins April 1977 - May 1978
Stein Roe & Farnham July 1975 - October 1976
Education
Marietta College 1971 — 1975
BA, Economics
Millennium Trust Company January 2012 - Present
Millennium Trust Company LLC January 2010 - Present
Millenium Trust January 2010 - January 2012
William Blair and Company September 2008 - January 2010
Stein Roe & Farnham 1995 - 1997
Skills
Financial Services, Alternative Investments, Mutual Funds, Securities, Hedge Funds, Equities, Investments, Fixed Income, Private Equity
Education
Miami University 1984 — 1988
B.S., Accounting
Liberty Funds Group October 2009 - Present
Prudential Prairie Path Realtors April 2004 - October 2008
Draper and Kramer Mortgage Corporation January 2006 - September 2007
Northern Trust March 1999 - June 1999
Royal Bank of Canada September 1995 - March 1999
Stein Roe & Farnham 1987 - 1993
Skills
Client Relations, Account Servicing, Relationship Management, Financial Analysis, Portfolio Management, Investments, Mortgage Lending, Fixed Income, Credit, Loans, Management, Finance, Sales, Marketing, Financial Risk, Strategy, Trading, Investment Management, Cash Management, Marketing Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA, Business
Northern Illinois University 1983 — 1987
BS, Finance
Allstate Vice PresidentNorthern Trust BankDecember 1992 - May 2002
Stein Roe & Farnham January 1983 - December 1992
Education
DePaul University 1978 — 1982
MBA, Accounting, Business
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
BMO Private Bank March 2002 - Present
Harris Private Bank July 1995 - March 2002
Stein Roe & Farnham 1983 - 1993
Skills
Certified Financial..., Investment Strategies, Wealth Management, High Net Worth..., Risk Management, Relationship Management, Wealth Preservation..., Investment Advisory, Equities, Mutual Funds, Financial Analysis
Education
DePaul University
Master of Business Administration (MBA), Finance and Financial Management Services
GWG Holdings, Inc. April 2015 - Present
Columbia Management 2007 - March 2014
Columbia Management 2005 - 2007
Columbia Management 2001 - 2005
Franklin Templeton Investments 2000 - 2001
Jackson 1998 - 2000
Roger Engemann & Associates 1996 - 1997
Stein Roe & Farnham 1994 - 1995
Stein Roe & Farnham 1993 - 1994
Stein Roe & Farnham 1992 - 1993
Skills
Digital Marketing, Integrated Marketing, Marketing Communications, Cross-functional Team..., Product Management, Market Research, Marketing, Brand Management, Communication, Strategic Marketing, Program Marketing, Branding & Identity, Production Planning, Video Production, Designing Marketing..., Multi-media Marketing..., Vendor Relationships, Agency Relationship..., Product Launch, Department Budgeting, Cost Control, Copywriting, Editing, Advertising, Online Advertising, Resource Management, Social Media, Social Media Marketing, Online Marketing, Creative Direction, Messaging, Strategy, Leadership, Mutual Funds, Management, Asset Management, Marketing Strategy, Financial Services, Investments, Strategic Planning, Sales, Strategic Communications
Education
Roosevelt University
Graduate School of Business
Washburn University
BBA, Finance and Economics
Tuck Executive Education at Dartmouth University
Hotchkis and Wiley Capital Management September 1997 - Present
Stein Roe & Farnham May 1989 - August 1997
GE Information Services September 1983 - May 1989
International Minerals & Chemical (IMC) July 1979 - August 1983
Education
Northwestern University 1975 — 1979
BA, Computer Studies
Pershing Hall and Marymount
Pearson Scott Foresman 2001 - 2006
Stein Roe & Farnham 1996 - 2000
FCB Impact 1994 - 1996
Skills
Typography, Art Direction, Creative Direction, Corporate Identity, Adobe Acrobat, Storyboarding, Layout, User Experience Design, Advertising, Web Design, Concept Development, Mac, Logo Design, Dreamweaver, Design Strategy, Illustration, HTML 5, Posters, Editorial, Illustrator, Packaging, Experience Design, Books, Brochures, Graphic Design, Adobe Creative Suite, QuarkXPress, InDesign, Publishing, User-centered Design, Marketing, Image Manipulation, Photoshop, Graphics, User Experience, Interaction Design, Social Media, Pre-press, Flash, Catalogs
Education
Columbia College Chicago 1993 — 1995
BA, Graphic Design
Northern Illinois University 1991 — 1993
Design and Visual Communications, General
Grosvenor Capital Management, L.P. August 1997 - Present
Davidson Partners Investment Counsel December 1994 - March 1997
Stein Roe & Farnham February 1992 - December 1994
Lansing Fire Department 1991 - 1994
Household International 1989 - 1992
Carson Pirie & Scott 1987 - 1989
United States Marine Corps 1985 - 1987
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA
Governors State University 1990 — 1992
BA, Business
Arrow Shares January 2014 - Present
Arrow Mutual Funds September 2007 - Present
Schwab Institutional July 2005 - July 2007
Millennium Trust Company, Oakbrook, IL March 2002 - June 2005
Alliance Capital 1999 - 2002
Stein Roe & Farnham 1993 - 2000
Skills
Investments, Asset Allocation, Securities, Mutual Funds, Investment Strategies, ETFs, Alternative Investments, Investment Advisory, Series 7, Financial Advisory, Retirement, 401k, Portfolio Management
Education
Columbia College Chicago
BA
Janus Capital Management LLC January 2008 - Present
Janus Capital Management LLC April 2007 - January 2008
Janus Capital Group April 2005 - April 2007
Janus Capital Management LLC December 1999 - April 2005
Stein Roe & Farnham 1995 - 1999
Skills
Negotiation
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1989 — 1992
JD, Law
DePauw University 1985 — 1989
B.A., English and Psychology
Northern Trust Asset Management November 1998 - Present
Stein Roe & Farnham 1983 - 1998
Skills
Portfolio Management, Investments, High Yield, Bonds, Fixed Income, Mutual Funds, Asset Managment, Asset Allocation, Securities, Capital Markets, Alternative Investments, Hedge Funds, Credit Analysis, Investment Management, Investment Strategies
Education
Lawrence Technological University
BSBA, Finance and Accounting
Itau Private Bank International 2011 - Present
Bank of America 1973 - 2010
Stein Roe & Farnham 1973 - 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Economics, Equities, Equity Research, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Hedge Funds, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Management, Mutual Funds, Options, Portfolio Management, Private Banking, Private Equity, Risk Management, Securities, Strategic Financial..., Strategy, Tactical Asset..., Valuation, Wealth Management, Wealth Management...
Education
The University of Chicago 1971 — 1973
MBA, Finance and Accounting
Rutgers University-New Brunswick 1967 — 1971
AB, Mathematics
Corba Asset Management 2004 - Present
PIMCO Equity Advisors 1999 - 2004
Eagle Asset Management 1995 - 1999
Stein Roe & Farnham 1984 - 1995
Skills
Valuation, FX Options, Hedge Funds, Securities, Bonds, Asset Allocation, Portfolio Management, Investment Management, Private Equity, Mergers & Acquisitions, Investments, Asset Management, Financial Services, Golf, Due Diligence, Alternative Investments, Asset Managment, Management, Trading, Mutual Funds, Bloomberg, Emerging Markets, Financial Modeling, Options, Derivatives, Start-ups, Series 7, Capital Markets, Investment Banking, Fixed Income, Strategic Planning, Investment Strategies, Equities, Financial Analysis, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
University of Michigan 1971 — 1975
BA, English Literature
Jim's Flowerbox, Inc. February 2012 - Present
Edwards Florist of Northbrook February 2012 - Present
Fauerbach & Associates, LLC 2000 - Present
Independent Consultant 1993 - 2000
Stein Roe & Farnham 1988 - 1993
MCI Telecommunication, Inc. 1982 - 1987
Skills
Investment Properties, Property Management, Residential Homes, Single Family Homes, Small Business..., Construction Management
Education
University of Arizona
BS, Business Administration
DePaul University
Computer and Information Sciences
Vestor Capital August 2007 - April 2010
Stein Roe & Farnham Asset Management 1987 - 2006
STEIN ROE & FARNHAM 1987 - 2006
Skills
Investments, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Villanova University 1976 — 1980
BS, Business Administration
Omeda August 1999 - Present
Stein Roe & Farnham 1996 - 1998
Skills
Servers, Telecommunications, Cluster, Databases, Software Development, Linux, Business Intelligence, IT Management
Education
DePaul University
BSC, Accouting/Marketing, with High Honor
DePaul University
MS, Computer Science, with Distinction
Walsh by Design 1994 - Present
Stein Roe & Farnham 1998 - 2002
Aon Financial Solutions Insurance Services 1997 - 1998
Aon Advisors, Inc. 1996 - 1997
Aon Financial Institution Services 1994 - 1996
Skills
Adobe Creative Suite, InDesign, Illustrator, Photoshop, Adobe Fireworks, Adobe Acrobat, Dreamweaver, Flash, QuarkXPress, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, HTML, CSS, Copywriting
Education
University of Notre Dame 1990 — 1994
Bachelor of Arts (B.A.), Graphic Design
Sacred Heart Academy, Louisville, KY 1986 — 1990
Mesirow Financial March 2005 - Present
Earlham College Foundation January 2011 - Present
Harris Investment Management February 1994 - March 2003
Stein Roe & Farnham 1984 - 1994
Skills
Fixed Income, Portfolio Management, Investments, Asset Managment, Investment Management, Asset Management, Asset Allocation
Education
Harvard Business School 1982 — 1984
MBA
Earlham College 1976 — 1980
Bachelor of Arts (B.A.), Economics
First Trust Advisors L.P. December 2011 - Present
BNP Paribas February 2010 - June 2011
Fortis Investments April 2008 - January 2010
ABN AMRO December 2001 - March 2008
Stein Roe & Farnham November 1999 - November 2001
Illinois State Board of Investment November 1996 - October 1999
Skills
Credit, Asset Management, Bloomberg, Portfolio Management, Asset Allocation, Investments, Fixed Income, Asset Managment, Equities, Hedge Funds, Analysis, Bonds, Credit Analysis, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
Arizona State University
BS
Certified Public Accountant
CPA
Chartered Financial Analyst
CFA
Cipo, Inc 2004 - Present
CHI Consulting 2001 - 2003
Hal Weinberger Consulting, LLC 1995 - 2000
Unicom Thermal Technologies 1993 - 1995
Aon Risk Solutions 1991 - 1993
Stein Roe & Farnham 1987 - 1990
Skills
Project Management, Account Management, Microsoft Dynamics, SQL, Report Writing, Crystal Reports, Project Accounting, Fixed Asset Management, Microsoft Excel, PowerPoint, Financial Reporting, Financial Modeling, Accounting, Access
Education
DePaul University
Master of Science (M.S.), Economics
University of Illinois at Chicago
Bachelor of Science (BS), Accounting and Finance
Hammond Street/Public Works Department January 2013 - Present
City of Hammond Street Department January 2005 - Present
City of Hammond Fire Department August 2000 - January 2005
Hammond Clinic April 1999 - August 2000
Escambia Community Clinic May 1998 - February 1999
Baptist Hospital August 1997 - April 1998
St. Margaret Mercy Healthcare February 1996 - March 1997
PageAmerica June 1994 - December 1995
Stein Roe & Farnham June 1993 - June 1994
Skills
Data Entry, Administrative..., Office Management, Invoicing, Payroll, Telephone Skills, Customer Service, Microsoft Word, Microsoft Excel, Filing, 10 Key, HIPAA
Education
University of Phoenix 2010 — 2012
Assoicate, Business Management/Healthcare Administration
Purdue University Calumet 1996 — 1996
Certificate, Unit Secretary
Hammond Area Career Center 1991 — 1993
Gavit Senior High School 1989 — 1993
Brown Advisory 2013 - Present
Brown Brothers Harriman 1999 - 2013
Stein Roe & Farnham 1992 - 1999
Kemper Financial Corporation 1991 - 1992
Skills
Wealth Management, Alternative Investments, Fixed Income, Hedge Funds, Investments, Equities, Securities, Mutual Funds, Asset Managment, Private Equity, Portfolio Management, Asset Allocation, Capital Markets, Investment Management, Finance, Leadership, Sales & Marketing..., Operations Management, Asset Management, Bloomberg, Wealth Management...
Education
The University of Chicago Booth School of Business 1996 — 1999
MBA, Finance, Accounting
Washington and Lee University 1987 — 1991
Bachelor of Arts, Economics
Episcopal High School of Jacksonville 1982 — 1987