Strong Capital Management
Industry: Company
DescriptionStrong Capital Management, Inc, was a financial services firm based in Menomonee Falls, Wisconsin. During its 30-year existence it acquired other companies and expanded into the Israeli market. However, it became defunct after the 2003 mutual fund scandal amid charges of improper mutual fund trading. Headquarters: Menomonee Falls, WI Founded: 1974 Ceased operations: 2004
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Strong Capital Management Employees
Employee
Years
Job
Industry
Dan Henken, CFA Dan Henken, CFA's Strong Capital Management Experience 2002 - 2004
Job Investment Officer at Advantus Capital Management
Industry Investment Management
Experience
Advantus Capital Management July 2010 - Present
Securian Financial Group 2008 - July 2010
Capital Formation Strategies, Inc. 2005 - 2008
Wells Capital Management 2004 - 2005
Strong Capital Management 2002 - 2004
Skills
Investments, Portfolio Management, Series 7, Securities, Alternative Investments, Asset Management
Education
University of Wisconsin-Milwaukee 2004 — 2005
M.B.A., Investment Management
Ripon College 2000 — 2002
B.A., Business Administration
CFA Institute
CFA Charterholder
Advantus Capital Management July 2010 - Present
Securian Financial Group 2008 - July 2010
Capital Formation Strategies, Inc. 2005 - 2008
Wells Capital Management 2004 - 2005
Strong Capital Management 2002 - 2004
Skills
Investments, Portfolio Management, Series 7, Securities, Alternative Investments, Asset Management
Education
University of Wisconsin-Milwaukee 2004 — 2005
M.B.A., Investment Management
Ripon College 2000 — 2002
B.A., Business Administration
CFA Institute
CFA Charterholder
Beth Slayman Beth Slayman's Strong Capital Management Experience 1998 - 2001
Job Operations, R&D Management Software Applications
Industry Computer Software
Experience
Agfa Healthcare 2009 - 2011
Agfa Healthcare 2006 - 2008
Agfa Healthcare 2001 - 2006
Strong Capital Management 1998 - 2001
Strong Capital Management 1995 - 1998
GE Healthcare 1984 - 1995
Skills
Software Development, Leadership, Product Development, Medical Devices, Business Analysis, Workshop Facilitation, Project Planning, Project Management, Strategic Planning, Management, Data Analysis, Program Management, Budgets, Team Building, Team Leadership, Change Management, Integration, Process Improvement, Analysis, Business Process..., Cross-functional Team..., Product Management, Healthcare, Medical Imaging, Competitive Analysis, Business Strategy, Healthcare Information..., Software Project..., Requirements Analysis, Quality Assurance, Agile Methodologies, Software Documentation, Security, Business Development, SDLC
Education
Case Western Reserve University
B.S, Computer Engineering
Marquette University
M.S, Computer Engineering
Agfa Healthcare 2009 - 2011
Agfa Healthcare 2006 - 2008
Agfa Healthcare 2001 - 2006
Strong Capital Management 1998 - 2001
Strong Capital Management 1995 - 1998
GE Healthcare 1984 - 1995
Skills
Software Development, Leadership, Product Development, Medical Devices, Business Analysis, Workshop Facilitation, Project Planning, Project Management, Strategic Planning, Management, Data Analysis, Program Management, Budgets, Team Building, Team Leadership, Change Management, Integration, Process Improvement, Analysis, Business Process..., Cross-functional Team..., Product Management, Healthcare, Medical Imaging, Competitive Analysis, Business Strategy, Healthcare Information..., Software Project..., Requirements Analysis, Quality Assurance, Agile Methodologies, Software Documentation, Security, Business Development, SDLC
Education
Case Western Reserve University
B.S, Computer Engineering
Marquette University
M.S, Computer Engineering
John V. Hackett, CFA John V. Hackett, CFA's Strong Capital Management Experience August 2001 - November 2004
Job Principal at The Townsend Group
Industry Investment Management
Experience
The Townsend Group August 2013 - Present
Calamos Investments February 2011 - February 2013
Nuveen Investments May 2006 - March 2011
Merrill Lynch February 2005 - March 2006
Strong Capital Management August 2001 - November 2004
Web Street February 1999 - March 2001
Aztec Technology Partners January 1998 - March 1999
Ardis Company (A Motorola Company) November 1992 - December 1997
Andersen Consulting June 1987 - November 1992
Skills
Leadership, Strategy Development, Product Management, Marketing, Asset Management, Alternative Investments
Education
The University of Chicago - Booth School of Business 1989 — 1991
M.B.A., Finance and Policy Studies
Purdue University 1983 — 1987
B.S., Mathematics
Purdue University - Krannert School of Management 1983 — 1987
B.S.I.M., Industrial Management
Benet Academy
The Townsend Group August 2013 - Present
Calamos Investments February 2011 - February 2013
Nuveen Investments May 2006 - March 2011
Merrill Lynch February 2005 - March 2006
Strong Capital Management August 2001 - November 2004
Web Street February 1999 - March 2001
Aztec Technology Partners January 1998 - March 1999
Ardis Company (A Motorola Company) November 1992 - December 1997
Andersen Consulting June 1987 - November 1992
Skills
Leadership, Strategy Development, Product Management, Marketing, Asset Management, Alternative Investments
Education
The University of Chicago - Booth School of Business 1989 — 1991
M.B.A., Finance and Policy Studies
Purdue University 1983 — 1987
B.S., Mathematics
Purdue University - Krannert School of Management 1983 — 1987
B.S.I.M., Industrial Management
Benet Academy
Clint Weishaar Clint Weishaar's Strong Capital Management Experience 1996 - 2003
Job Teacher at Greendale Schools
Industry Primary/Secondary Education
Experience
Greendale Schools February 2007 - Present
Greendale School District 2006 - Present
U.S. Bank May 2003 - January 2007
Strong Capital Management 1996 - 2003
Skills
Teaching, Leadership
Education
Ripon College 1989 — 1993
Bachelor's degree, Economics
Cardinal Stritch University
Bachelor of Education (B.Ed.), Education 1-8
Greendale Schools February 2007 - Present
Greendale School District 2006 - Present
U.S. Bank May 2003 - January 2007
Strong Capital Management 1996 - 2003
Skills
Teaching, Leadership
Education
Ripon College 1989 — 1993
Bachelor's degree, Economics
Cardinal Stritch University
Bachelor of Education (B.Ed.), Education 1-8
Jim Beaudoin Jim Beaudoin's Strong Capital Management Experience December 1997 - October 2000
Job Managing Partner at BCP
Industry Investment Management
Experience
BCP 2007 - Present
Brinson Partners November 2000 - June 2003
Strong Capital Management December 1997 - October 2000
Skills
Investment Banking, Portfolio Management, Wealth Management, Asset Management, Corporate Finance, Capital Markets, Management, Investments, Entrepreneurship
Education
Marquette University 1986 — 1990
Bachelor of Science (BS), Business
BCP 2007 - Present
Brinson Partners November 2000 - June 2003
Strong Capital Management December 1997 - October 2000
Skills
Investment Banking, Portfolio Management, Wealth Management, Asset Management, Corporate Finance, Capital Markets, Management, Investments, Entrepreneurship
Education
Marquette University 1986 — 1990
Bachelor of Science (BS), Business
John Weitzer, CFA John Weitzer, CFA's Strong Capital Management Experience August 2003 - December 2004
Job Wealth Advisor & Senior Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank June 2011 - Present
Big Brothers Big Sisters of Metro Milwaukee October 2012 - Present
ACTS Community Development Corporation November 2012 - Present
Milwaukee Tennis & Education Foundation 2008 - November 2014
Wells Fargo Private Bank January 2009 - June 2011
Wells Fargo Wealth Management September 2008 - December 2008
Wells Fargo Wealth Management February 2006 - August 2008
Wells Fargo Funds Management Group January 2005 - February 2006
Strong Capital Management August 2003 - December 2004
Strong Capital Management November 2002 - August 2003
Skills
Investments, Securities, Strategy, Strategic Planning, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Concentrated Stock..., Financial Advisory, Fixed Income Strategies, Investment Strategies, Multi-generational..., Multi-generational..., Relationship Management, Risk Management, Analysis, High Net Worth..., Finance, Investment Management, Banking, Portfolio Management, Mutual Funds
Education
Marquette University Law School 1990 — 1993
JD, Law
Marquette University 1986 — 1990
B.A., History (major), Philosophy (minor)
Nathan Hale High School 1982 — 1986
Diploma, General
Wells Fargo Private Bank June 2011 - Present
Big Brothers Big Sisters of Metro Milwaukee October 2012 - Present
ACTS Community Development Corporation November 2012 - Present
Milwaukee Tennis & Education Foundation 2008 - November 2014
Wells Fargo Private Bank January 2009 - June 2011
Wells Fargo Wealth Management September 2008 - December 2008
Wells Fargo Wealth Management February 2006 - August 2008
Wells Fargo Funds Management Group January 2005 - February 2006
Strong Capital Management August 2003 - December 2004
Strong Capital Management November 2002 - August 2003
Skills
Investments, Securities, Strategy, Strategic Planning, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Concentrated Stock..., Financial Advisory, Fixed Income Strategies, Investment Strategies, Multi-generational..., Multi-generational..., Relationship Management, Risk Management, Analysis, High Net Worth..., Finance, Investment Management, Banking, Portfolio Management, Mutual Funds
Education
Marquette University Law School 1990 — 1993
JD, Law
Marquette University 1986 — 1990
B.A., History (major), Philosophy (minor)
Nathan Hale High School 1982 — 1986
Diploma, General
Adrienne Perry Fay Adrienne Perry Fay's Strong Capital Management Experience 2003 - 2004
Job Director of Marketing and Business Sales at Borsheims Fine Jewelry and Gifts
Industry Retail
Experience
Borsheims Fine Jewelry and Gifts November 2007 - Present
Borsheims Fine Jewelry and Gifts April 2004 - November 2007
Strong Capital Management 2003 - 2004
Skills
Marketing Strategy, Corporate Communications, Event Management, Budget Development, Team Leadership, Coaching, Customer Relations, Media Relations, Marketing, Customer Service, Strategic Planning, Social Media, Retail, Public Relations, Marketing Communications, Online Marketing, Email Marketing, Social Media Marketing, Advertising, Sales Management, Event Planning
Education
Marquette University
Honors Bachelor of Arts, Public Relations and English
Northwest High School
High School Diploma
King Science Center
Borsheims Fine Jewelry and Gifts November 2007 - Present
Borsheims Fine Jewelry and Gifts April 2004 - November 2007
Strong Capital Management 2003 - 2004
Skills
Marketing Strategy, Corporate Communications, Event Management, Budget Development, Team Leadership, Coaching, Customer Relations, Media Relations, Marketing, Customer Service, Strategic Planning, Social Media, Retail, Public Relations, Marketing Communications, Online Marketing, Email Marketing, Social Media Marketing, Advertising, Sales Management, Event Planning
Education
Marquette University
Honors Bachelor of Arts, Public Relations and English
Northwest High School
High School Diploma
King Science Center
Jessie Edwards Jessie Edwards's Strong Capital Management Experience June 1998 - December 2003
Job Sales Representative at Medtronic Neuromodulation
Industry Pharmaceuticals
Experience
Medtronic Neuromodulation October 2014 - Present
Actavis Pharmaceuticals (formerly Forest Pharmaceuticals) January 2008 - October 2014
Forest Pharmaceuticals March 2006 - January 2008
Forest Pharmaceuticals January 2004 - March 2006
Strong Capital Management June 1998 - December 2003
Skills
Coaching, Leadership, Management, Recruiting, Sales, Sales Management, Sales Operations, Staff Development, Training, Selling, Account Management, Direct Sales, Product Launch, Sales Effectiveness, Pharmaceutical Sales, Managed Care, Hiring, Budgets, Client Rapport, Cold Calling, Sales Process, Strategy, Teamwork, Team Mentoring
Education
Marquette University 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General, 3.5
Lakeland College 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General, 3.5
Medtronic Neuromodulation October 2014 - Present
Actavis Pharmaceuticals (formerly Forest Pharmaceuticals) January 2008 - October 2014
Forest Pharmaceuticals March 2006 - January 2008
Forest Pharmaceuticals January 2004 - March 2006
Strong Capital Management June 1998 - December 2003
Skills
Coaching, Leadership, Management, Recruiting, Sales, Sales Management, Sales Operations, Staff Development, Training, Selling, Account Management, Direct Sales, Product Launch, Sales Effectiveness, Pharmaceutical Sales, Managed Care, Hiring, Budgets, Client Rapport, Cold Calling, Sales Process, Strategy, Teamwork, Team Mentoring
Education
Marquette University 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General, 3.5
Lakeland College 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General, 3.5
William A. Lyons, CFA William A. Lyons, CFA's Strong Capital Management Experience 1995 - 1998
Job Senior Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust 2003 - Present
Bank One 1998 - 2003
Strong Capital Management 1995 - 1998
HSBC Securities 1992 - 1995
Continental Bank 1983 - 1991
American Hospital 1979 - 1983
Peat Marwick 1977 - 1979
Education
Indiana University - Kelley School of Business
BS, Accounting
Northwestern University - Kellogg School of Management
MM, Finance & Marketing
Northern Trust 2003 - Present
Bank One 1998 - 2003
Strong Capital Management 1995 - 1998
HSBC Securities 1992 - 1995
Continental Bank 1983 - 1991
American Hospital 1979 - 1983
Peat Marwick 1977 - 1979
Education
Indiana University - Kelley School of Business
BS, Accounting
Northwestern University - Kellogg School of Management
MM, Finance & Marketing
Jari Vasicko Jari Vasicko's Strong Capital Management Experience June 2001 - November 2003
Job Owner / Operator
Industry Health, Wellness and Fitness
Experience
Self - Employed May 2014 - Present
Bluerock Capital Markets, LLC September 2013 - April 2014
KBR Capital Markets, LLC November 2012 - September 2013
Octavus Group, LLC June 2010 - November 2012
MFS Investment Management May 2008 - January 2009
Wells Fargo December 2003 - April 2008
Strong Capital Management June 2001 - November 2003
Strong Capital Management July 2000 - May 2001
Skills
Series 63, Series 7, Alternative Investments, Investments, ETFs, Asset Allocation, Investment Advisory, Series 6, Wealth Management, Retirement Planning, Asset Managment, Investment Management, Series 24, Separately Managed..., Investment Strategies, Financial Services, Securities, Series 65, Hedge Funds, Retirement, Equities, Fixed Income, Financial Planning, Relationship Management, Bloomberg, Equity Research, Capital Markets, Commodity, Private Equity, IRAs, Due Diligence, Financial Advisory, Wealth Management..., Sales, Wealth, Bonds, Wealth Accumulation, Financial Modeling, High Net Worth..., Real Estate, Business Relationship..., Pensions
Education
Lawrence University 1996 — 2000
Bachelor of Arts, Economics, Cum Laude
The Governor's Academy (formerly Governor Dummer Academy) 1992 — 1996
High School Diploma, Cum Laude, General
Self - Employed May 2014 - Present
Bluerock Capital Markets, LLC September 2013 - April 2014
KBR Capital Markets, LLC November 2012 - September 2013
Octavus Group, LLC June 2010 - November 2012
MFS Investment Management May 2008 - January 2009
Wells Fargo December 2003 - April 2008
Strong Capital Management June 2001 - November 2003
Strong Capital Management July 2000 - May 2001
Skills
Series 63, Series 7, Alternative Investments, Investments, ETFs, Asset Allocation, Investment Advisory, Series 6, Wealth Management, Retirement Planning, Asset Managment, Investment Management, Series 24, Separately Managed..., Investment Strategies, Financial Services, Securities, Series 65, Hedge Funds, Retirement, Equities, Fixed Income, Financial Planning, Relationship Management, Bloomberg, Equity Research, Capital Markets, Commodity, Private Equity, IRAs, Due Diligence, Financial Advisory, Wealth Management..., Sales, Wealth, Bonds, Wealth Accumulation, Financial Modeling, High Net Worth..., Real Estate, Business Relationship..., Pensions
Education
Lawrence University 1996 — 2000
Bachelor of Arts, Economics, Cum Laude
The Governor's Academy (formerly Governor Dummer Academy) 1992 — 1996
High School Diploma, Cum Laude, General
Bob Dommek Bob Dommek's Strong Capital Management Experience 1996 - 2002
Job Client Relationship Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2014 - Present
ING US February 2010 - September 2014
M&I Trust Co., N.A. June 2006 - February 2010
M&I Bank September 2003 - June 2005
Strong Capital Management 1996 - 2002
Skills
Mutual Funds, Pensions, 401k, Retirement, Financial Services, Retirement Planning
Education
Carroll University 1986 — 1989
BS, Business Administration / Human Resources
Voya Financial September 2014 - Present
ING US February 2010 - September 2014
M&I Trust Co., N.A. June 2006 - February 2010
M&I Bank September 2003 - June 2005
Strong Capital Management 1996 - 2002
Skills
Mutual Funds, Pensions, 401k, Retirement, Financial Services, Retirement Planning
Education
Carroll University 1986 — 1989
BS, Business Administration / Human Resources
Cathy Hagstrom Cathy Hagstrom's Strong Capital Management Experience February 2002 - August 2002
Job Payroll Administrative Assistant at Hamilton School District
Industry Primary/Secondary Education
Experience
Hamilton School District August 2002 - Present
Strong Capital Management February 2002 - August 2002
Strong Capital Management August 1998 - February 2002
Strong Capital Management October 1997 - July 1998
Strong Capital Management October 1997 - June 1998
Strong Capital Management December 1991 - October 1997
Skills
OMNI, Microsoft Excel, Microsoft Word, Payroll, Expense Reports, Travel Arrangements, Time Management, Team-oriented, Organization, Administrative..., Filing, Telephone Skills
Education
University of Wisconsin-Stout 1977 — 1980
Bachelor of Science (BS), Fashion Merchandising and Business
Cottey College 1976 — 1977
General--as is a two year college
Burnsville Senior High 1973 — 1976
Hamilton School District August 2002 - Present
Strong Capital Management February 2002 - August 2002
Strong Capital Management August 1998 - February 2002
Strong Capital Management October 1997 - July 1998
Strong Capital Management October 1997 - June 1998
Strong Capital Management December 1991 - October 1997
Skills
OMNI, Microsoft Excel, Microsoft Word, Payroll, Expense Reports, Travel Arrangements, Time Management, Team-oriented, Organization, Administrative..., Filing, Telephone Skills
Education
University of Wisconsin-Stout 1977 — 1980
Bachelor of Science (BS), Fashion Merchandising and Business
Cottey College 1976 — 1977
General--as is a two year college
Burnsville Senior High 1973 — 1976
Amanda Routhieaux, CPA Amanda Routhieaux, CPA's Strong Capital Management Experience May 2000 - January 2003
Job
Industry Investment Management
Experience
Boardwalk Financial Strategies LLC March 2015 - Present
Falcons Rock Investment Counsel November 2011 - January 2015
Falcons Rock Investment Counsel November 2004 - August 2005
Strong Capital Management May 2000 - January 2003
Arthur Andersen September 1995 - May 2000
Education
Marquette University 1991 — 1995
Bachelor of Science, Accounting
Boardwalk Financial Strategies LLC March 2015 - Present
Falcons Rock Investment Counsel November 2011 - January 2015
Falcons Rock Investment Counsel November 2004 - August 2005
Strong Capital Management May 2000 - January 2003
Arthur Andersen September 1995 - May 2000
Education
Marquette University 1991 — 1995
Bachelor of Science, Accounting
Jon Friedman's Strong Capital Management Experience 2002 - 2004
Job ResultsDriven Strategy Executive, Comcast & NBCU
Industry Telecommunications
Experience
Comcast July 2013 - Present
The Boston Consulting Group October 2006 - July 2013
Bain & Company June 2005 - August 2005
Strong Capital Management 2002 - 2004
Skills
Management Consulting, Growth Strategies, Business Strategy, Pricing Strategy, Market Entry, Strategy, Financial Modeling, Emerging Markets, Acquisition Integration, Organizational Design, Segmentation, Leadership, Strategic Planning, Competitive Analysis, Mergers & Acquisitions, Corporate Development, Strategic Consulting, Analytics, Cross-functional Team..., Consulting, Management, Analysis, Business Development, Telecommunications
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA
Emory University 1997 — 2001
BS
Nicolet 1993 — 1997
Comcast July 2013 - Present
The Boston Consulting Group October 2006 - July 2013
Bain & Company June 2005 - August 2005
Strong Capital Management 2002 - 2004
Skills
Management Consulting, Growth Strategies, Business Strategy, Pricing Strategy, Market Entry, Strategy, Financial Modeling, Emerging Markets, Acquisition Integration, Organizational Design, Segmentation, Leadership, Strategic Planning, Competitive Analysis, Mergers & Acquisitions, Corporate Development, Strategic Consulting, Analytics, Cross-functional Team..., Consulting, Management, Analysis, Business Development, Telecommunications
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA
Emory University 1997 — 2001
BS
Nicolet 1993 — 1997
Jessica K. Winchell Jessica K. Winchell's Strong Capital Management Experience September 1999 - February 2000
Job Compliance Associate at Deutsche Bank
Industry Law Practice
Experience
Deutsche Bank August 2014 - Present
The University of Texas School of Law October 2013 - August 2014
Deutsche Bank June 2012 - September 2012
Temple University August 2011 - April 2012
Northwestern Mutual June 2011 - August 2011
Women in Science and Engineering Leadership Institute August 2004 - May 2010
The University of Kansas May 2003 - August 2004
Strong Investments October 2001 - June 2002
Strong Capital Management September 1999 - February 2000
Skills
Legal Research, Westlaw, Research, Legal Writing, Lexis, Tax Law, Litigation, Editing, Courts, International Law, Intellectual Property, Trials
Education
Temple University - James E. Beasley School of Law 2010 — 2013
J.D., cum laude; top 25% of class
The University of Texas School of Law 2013 — 2013
Visiting student
Lancaster University 2012 — 2013
LL.M., with distinction, International Business & Corporate Law
University of Wisconsin-Madison 2004 — 2010
M.A., Political Science
University of Kansas 2002 — 2004
M.A., Russian & East European Studies
Bard College at Simon's Rock 1997 — 2001
B.A., German Studies, cum laude
Deutsche Bank August 2014 - Present
The University of Texas School of Law October 2013 - August 2014
Deutsche Bank June 2012 - September 2012
Temple University August 2011 - April 2012
Northwestern Mutual June 2011 - August 2011
Women in Science and Engineering Leadership Institute August 2004 - May 2010
The University of Kansas May 2003 - August 2004
Strong Investments October 2001 - June 2002
Strong Capital Management September 1999 - February 2000
Skills
Legal Research, Westlaw, Research, Legal Writing, Lexis, Tax Law, Litigation, Editing, Courts, International Law, Intellectual Property, Trials
Education
Temple University - James E. Beasley School of Law 2010 — 2013
J.D., cum laude; top 25% of class
The University of Texas School of Law 2013 — 2013
Visiting student
Lancaster University 2012 — 2013
LL.M., with distinction, International Business & Corporate Law
University of Wisconsin-Madison 2004 — 2010
M.A., Political Science
University of Kansas 2002 — 2004
M.A., Russian & East European Studies
Bard College at Simon's Rock 1997 — 2001
B.A., German Studies, cum laude
Aaron Picard Aaron Picard's Strong Capital Management Experience 1994 - 1998
Job Senior Marketing Manager at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management October 2011 - Present
Marquette University January 2010 - Present
Picard Media & Marketing March 2007 - September 2011
Heartland Advisors, Inc. 2000 - 2007
Lyon Street Asset Management & Old Kent Bank March 1999 - August 2000
Strong Capital Management 1994 - 1998
University of Wisconsin Milwaukee 1989 - 1993
Skills
10+ years of investment..., Proven analytical skills, Effective communication..., Strategic Planning, Financial Services, Investments, Cross-functional Team..., Program Management, Marketing, Business Analysis, Budgets, Management, Strategy, Leadership, Marketing Communications, Social Media
Education
Marquette University 2010 — 2018
Teaching Certificate, Education & Mathematics
University of Wisconsin-Milwaukee 1985 — 1993
B.A., M.A., & Ph.D.-a.b.d., Economics
Beloit College 1984 — 1985
Economics
Green Bay Premontre High School
BMO Global Asset Management October 2011 - Present
Marquette University January 2010 - Present
Picard Media & Marketing March 2007 - September 2011
Heartland Advisors, Inc. 2000 - 2007
Lyon Street Asset Management & Old Kent Bank March 1999 - August 2000
Strong Capital Management 1994 - 1998
University of Wisconsin Milwaukee 1989 - 1993
Skills
10+ years of investment..., Proven analytical skills, Effective communication..., Strategic Planning, Financial Services, Investments, Cross-functional Team..., Program Management, Marketing, Business Analysis, Budgets, Management, Strategy, Leadership, Marketing Communications, Social Media
Education
Marquette University 2010 — 2018
Teaching Certificate, Education & Mathematics
University of Wisconsin-Milwaukee 1985 — 1993
B.A., M.A., & Ph.D.-a.b.d., Economics
Beloit College 1984 — 1985
Economics
Green Bay Premontre High School
Andrew Jung, CFA Andrew Jung, CFA's Strong Capital Management Experience December 1999 - June 2001
Job CoDirector of Research/CoPortfolio Manager at Montag & Caldwell, LLC
Industry Investment Management
Experience
Montag & Caldwell, LLC February 2015 - Present
Montag & Caldwell, LLC June 2009 - Present
Montag & Caldwell, LLC April 2007 - February 2015
Montag & Caldwell, LLC June 2001 - February 2015
Strong Capital Management December 1999 - June 2001
The Robinson-Humphrey Co, LLC June 1998 - December 1999
Skills
Equity Research, Institutional Investors, Public Speaking, Sales Presentations, Strategic Thinking, New Business Development, Financial Statements, Financial Analysis, Financial Modeling, Equities, Growth Investing, Portfolio Management
Education
Emory University - Goizueta Business School 1997 — 1999
MBA
Marquette University 1991 — 1995
BA, Economics
Montag & Caldwell, LLC February 2015 - Present
Montag & Caldwell, LLC June 2009 - Present
Montag & Caldwell, LLC April 2007 - February 2015
Montag & Caldwell, LLC June 2001 - February 2015
Strong Capital Management December 1999 - June 2001
The Robinson-Humphrey Co, LLC June 1998 - December 1999
Skills
Equity Research, Institutional Investors, Public Speaking, Sales Presentations, Strategic Thinking, New Business Development, Financial Statements, Financial Analysis, Financial Modeling, Equities, Growth Investing, Portfolio Management
Education
Emory University - Goizueta Business School 1997 — 1999
MBA
Marquette University 1991 — 1995
BA, Economics
Emily Leick Emily Leick's Strong Capital Management Experience May 2002 - October 2003
Job Director, Risk Advisory Services at McGladrey
Industry Accounting
Experience
McGladrey May 2013 - Present
KPMG October 2003 - May 2013
Strong Capital Management May 2002 - October 2003
Arthur Andersen 2000 - 2001
Skills
Financial Reporting, Management, Sarbanes-Oxley, Internal Controls, Risk Assessment, Internal Audit, Accounting, Auditing, Sarbanes-Oxley Act, Project Management, Program Management, US GAAP, Financial Statements, SEC filings
Education
Penn State University 1996 — 2000
B.S., Accounting
McGladrey May 2013 - Present
KPMG October 2003 - May 2013
Strong Capital Management May 2002 - October 2003
Arthur Andersen 2000 - 2001
Skills
Financial Reporting, Management, Sarbanes-Oxley, Internal Controls, Risk Assessment, Internal Audit, Accounting, Auditing, Sarbanes-Oxley Act, Project Management, Program Management, US GAAP, Financial Statements, SEC filings
Education
Penn State University 1996 — 2000
B.S., Accounting
Craig Bauer Craig Bauer's Strong Capital Management Experience December 2000 - December 2001
Job Vice President of Sales, Retirement and Investor Services at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2002 - Present
Strong Capital Management December 2000 - December 2001
US Bank May 1984 - December 2000
Skills
Series 7, Mutual Funds, 401k, Financial Services, Retirement Planning, Asset Allocation, Series 63, Investments, Finance, Wealth Management, Securities, Retirement, Defined Benefit, Investment Advisory, Financial Advisory, Financial Planning, Insurance
Education
Marquette University 1985 — 1988
MBA
University of Wisconsin-Milwaukee - School of Business Administration 1981 — 1984
Business, Finance
Principal Financial Group January 2002 - Present
Strong Capital Management December 2000 - December 2001
US Bank May 1984 - December 2000
Skills
Series 7, Mutual Funds, 401k, Financial Services, Retirement Planning, Asset Allocation, Series 63, Investments, Finance, Wealth Management, Securities, Retirement, Defined Benefit, Investment Advisory, Financial Advisory, Financial Planning, Insurance
Education
Marquette University 1985 — 1988
MBA
University of Wisconsin-Milwaukee - School of Business Administration 1981 — 1984
Business, Finance
Brandon Phillips's Strong Capital Management Experience June 2002 - May 2004
Job Wealth Advisor and Portfolio Manager at RiverPoint Capital Management, Inc.
Industry Financial Services
Experience
RiverPoint Capital Management, Inc. June 2014 - Present
Watermark Wealth Management January 2008 - June 2014
Raymond James & Associates May 2004 - January 2008
Strong Capital Management June 2002 - May 2004
Skills
Investments, Wealth Management, Strategic Financial..., Equities, Asset Allocation, Financial Analysis, Retirement Planning, Portfolio Management, Estate Planning, Finance, Investment Strategies, Financial Advisory, Entrepreneurship, Investment Advisory, Mutual Funds, 401k, Investment Management
Education
Indiana University - Kelley School of Business 1998 — 2002
B.S., Finance
Park Tudor H.S. 1992 — 1996
RiverPoint Capital Management, Inc. June 2014 - Present
Watermark Wealth Management January 2008 - June 2014
Raymond James & Associates May 2004 - January 2008
Strong Capital Management June 2002 - May 2004
Skills
Investments, Wealth Management, Strategic Financial..., Equities, Asset Allocation, Financial Analysis, Retirement Planning, Portfolio Management, Estate Planning, Finance, Investment Strategies, Financial Advisory, Entrepreneurship, Investment Advisory, Mutual Funds, 401k, Investment Management
Education
Indiana University - Kelley School of Business 1998 — 2002
B.S., Finance
Park Tudor H.S. 1992 — 1996
Elli Dai Elli Dai's Strong Capital Management Experience September 1998 - December 2004
Job Head of Corporate Benefits at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Wells Fargo September 2008 - August 2015
Wells Fargo January 2005 - September 2008
Strong Capital Management September 1998 - December 2004
Skills
Vendor Management, Financial Services, Mentoring, Investments, Portfolio Management, Leadership, Mutual Funds, Series 7, Banking, Management, Wealth Management, Asset Management, Strategic Planning, Relationship Management, Qualified Retirement..., Strategy, Change Management
Education
Marquette University 1988 — 1992
B.S., Business Administration
Northwestern University - Kellogg School of Management
MBA, Marketing, Mgmt, Org Beh
Wells Fargo August 2015 - Present
Wells Fargo September 2008 - August 2015
Wells Fargo January 2005 - September 2008
Strong Capital Management September 1998 - December 2004
Skills
Vendor Management, Financial Services, Mentoring, Investments, Portfolio Management, Leadership, Mutual Funds, Series 7, Banking, Management, Wealth Management, Asset Management, Strategic Planning, Relationship Management, Qualified Retirement..., Strategy, Change Management
Education
Marquette University 1988 — 1992
B.S., Business Administration
Northwestern University - Kellogg School of Management
MBA, Marketing, Mgmt, Org Beh
Deborah Kirste, CFA Deborah Kirste, CFA's Strong Capital Management Experience 2000 - 2002
Job LPL Financial Consultant at Western Members' Financial Services
Industry Financial Services
Experience
Western Members' Financial Services September 2012 - Present
WealthWise Financial Services September 2011 - September 2012
Laural Investment Advisors, Inc. July 2008 - November 2011
Northern Oak Capital Management 2002 - 2005
Strong Capital Management 2000 - 2002
The Keller Group 1998 - 1999
Check Capital Management 1997 - 1998
Boeing 1991 - 1997
Skills
Investments, Portfolio Management, Investment Management, Insurance, Retirement Planning
Education
CFA Institute 1995 — 2002
CFA Designation
California State University-Long Beach 1993 — 1997
BS, Electrical Engineering
UC Irvine 1993 — 1994
MBA, Business Administration and Management, General
Western Members' Financial Services September 2012 - Present
WealthWise Financial Services September 2011 - September 2012
Laural Investment Advisors, Inc. July 2008 - November 2011
Northern Oak Capital Management 2002 - 2005
Strong Capital Management 2000 - 2002
The Keller Group 1998 - 1999
Check Capital Management 1997 - 1998
Boeing 1991 - 1997
Skills
Investments, Portfolio Management, Investment Management, Insurance, Retirement Planning
Education
CFA Institute 1995 — 2002
CFA Designation
California State University-Long Beach 1993 — 1997
BS, Electrical Engineering
UC Irvine 1993 — 1994
MBA, Business Administration and Management, General
Ed Clissold, CFA Ed Clissold, CFA's Strong Capital Management Experience 2001 - 2001
Job U.S. Market Strategist at Ned Davis Research
Industry Financial Services
Experience
Ned Davis Research January 2012 - Present
Ned Davis Research, Inc. August 2010 - January 2012
Ned Davis Research, Inc. April 2002 - August 2010
Strong Capital Management 2001 - 2001
J.C. Bradford & Co. June 1997 - June 2000
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA, Finance
Indiana University Bloomington 2000 — 2002
MBA, Finance
Transylvania University 1993 — 1997
B.A., Economics
Ned Davis Research January 2012 - Present
Ned Davis Research, Inc. August 2010 - January 2012
Ned Davis Research, Inc. April 2002 - August 2010
Strong Capital Management 2001 - 2001
J.C. Bradford & Co. June 1997 - June 2000
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA, Finance
Indiana University Bloomington 2000 — 2002
MBA, Finance
Transylvania University 1993 — 1997
B.A., Economics
Adam Faust Adam Faust's Strong Capital Management Experience September 1997 - September 2002
Job Founder at Deep Blue Financial LLC
Industry Financial Services
Experience
Deep Blue Financial LLC January 2014 - Present
Metropolis Performing Arts Centre January 2009 - September 2015
Mesirow Financial January 2010 - January 2014
Charles Schwab October 2005 - January 2010
RBC December 2002 - October 2005
Strong Capital Management September 1997 - September 2002
Southwestern Company 1994 - 1998
Skills
Retirement Planning, Investment Advisory, Asset Management, Financial Planning, 401k, IRA's, Wealth Management, Asset Allocation, Retirement, Retirement Income..., Investments, Wealth Accumulation, Wealth, Series 7, Portfolio Management, Estate Planning, Equities, Financial Analysis, Mutual Funds, Risk Management, Securities, Alternative Investments, Investment Strategies, Investment Management, ETFs, Finance, IRAs, Strategic Financial..., Financial Services, Series 63, Fixed Income, Options, Financial Advisory
Education
University of Texas
Northwestern University
University of Wisconsin-Milwaukee - Lubar School of Business 1994 — 1997
Finance
Kiel High 1990 — 1994
Texas Christian University
Deep Blue Financial LLC January 2014 - Present
Metropolis Performing Arts Centre January 2009 - September 2015
Mesirow Financial January 2010 - January 2014
Charles Schwab October 2005 - January 2010
RBC December 2002 - October 2005
Strong Capital Management September 1997 - September 2002
Southwestern Company 1994 - 1998
Skills
Retirement Planning, Investment Advisory, Asset Management, Financial Planning, 401k, IRA's, Wealth Management, Asset Allocation, Retirement, Retirement Income..., Investments, Wealth Accumulation, Wealth, Series 7, Portfolio Management, Estate Planning, Equities, Financial Analysis, Mutual Funds, Risk Management, Securities, Alternative Investments, Investment Strategies, Investment Management, ETFs, Finance, IRAs, Strategic Financial..., Financial Services, Series 63, Fixed Income, Options, Financial Advisory
Education
University of Texas
Northwestern University
University of Wisconsin-Milwaukee - Lubar School of Business 1994 — 1997
Finance
Kiel High 1990 — 1994
Texas Christian University
Jon DeSmidt Jon DeSmidt's Strong Capital Management Experience 1998 - 1999
Job Assistant Vice President Investment Advisory Compliance at SII Investments Inc / Investment Centers of America
Industry Financial Services
Experience
SII Investments Inc. / Investment Centers of America July 2008 - Present
SII Investments Inc. / Investment Centers of America 2005 - 2008
SII Investments Inc. / Investment Centers of America 2003 - 2005
SII Investments Inc. / Investment Centers of America 2002 - 2003
Thrivent Financial for Lutherans 1999 - 2002
Strong Capital Management 1998 - 1999
Vanguard 1995 - 1998
Skills
Portfolio Management, Equities, Investments, Series 63, Finance, Series 7, Uniform Combined State..., FINRA, Series 24, Securities, Investment Advisory, Retirement Planning, Wealth Management
Education
Carroll University 1989 — 1994
SII Investments Inc. / Investment Centers of America July 2008 - Present
SII Investments Inc. / Investment Centers of America 2005 - 2008
SII Investments Inc. / Investment Centers of America 2003 - 2005
SII Investments Inc. / Investment Centers of America 2002 - 2003
Thrivent Financial for Lutherans 1999 - 2002
Strong Capital Management 1998 - 1999
Vanguard 1995 - 1998
Skills
Portfolio Management, Equities, Investments, Series 63, Finance, Series 7, Uniform Combined State..., FINRA, Series 24, Securities, Investment Advisory, Retirement Planning, Wealth Management
Education
Carroll University 1989 — 1994
Joe Ferris Joe Ferris's Strong Capital Management Experience 1996 - 2000
Job Vendor Coordinator
Industry Financial Services
Experience
L'Oréal January 2015 - Present
Atrium Staffing October 2012 - December 2014
J. Ferris Consulting 2010 - October 2012
GladRuth Services May 2010 - April 2012
Sapphire Technologies 2010 - 2011
SunGard 2006 - 2009
New Jersey Learning Centers, LLC 2001 - 2006
Prudential Retirement Services 2000 - 2001
Strong Capital Management 1996 - 2000
Scudder Funds 1982 - 1996
Skills
SDLC, Cross-functional Team..., Management Consulting, Program Management, Vendor Management, Recruiting, CRM, Risk Management, Analysis, Leadership, Strategy, Human Resources, Management, Project Management, Start-ups, Process Improvement, Business Analysis, Negotiation, Consulting, Requirements Analysis, Business Development, Training, PMO, PMP, Data Analysis, Sales
Education
Merrimack College
B. A.
Suffolk University Law School
Doctor of Law (J.D.)
L'Oréal January 2015 - Present
Atrium Staffing October 2012 - December 2014
J. Ferris Consulting 2010 - October 2012
GladRuth Services May 2010 - April 2012
Sapphire Technologies 2010 - 2011
SunGard 2006 - 2009
New Jersey Learning Centers, LLC 2001 - 2006
Prudential Retirement Services 2000 - 2001
Strong Capital Management 1996 - 2000
Scudder Funds 1982 - 1996
Skills
SDLC, Cross-functional Team..., Management Consulting, Program Management, Vendor Management, Recruiting, CRM, Risk Management, Analysis, Leadership, Strategy, Human Resources, Management, Project Management, Start-ups, Process Improvement, Business Analysis, Negotiation, Consulting, Requirements Analysis, Business Development, Training, PMO, PMP, Data Analysis, Sales
Education
Merrimack College
B. A.
Suffolk University Law School
Doctor of Law (J.D.)
Jay Nabedian Jay Nabedian's Strong Capital Management Experience July 1999 - December 2004
Job Business Application Developer at Old Republic Risk Management, Inc.
Industry Computer Software
Experience
Old Republic Risk Management, Inc. March 2015 - Present
IdeaNova Technologies, Inc. April 2014 - February 2015
K+K America March 2006 - April 2014
Wells Capital Management January 2005 - January 2006
Strong Capital Management July 1999 - December 2004
Quad/Graphics July 1995 - June 1999
Skills
SQL, JavaScript, MySQL, Linux, Java, Agile Methodologies, Software Development, Microsoft SQL Server, Java Enterprise Edition, PHP, Unix, Apache, SOAP, SoapUI, Eclipse, DB2
Education
Marquette University 1988 — 1992
BS, Electrical and Computer Engineering
Old Republic Risk Management, Inc. March 2015 - Present
IdeaNova Technologies, Inc. April 2014 - February 2015
K+K America March 2006 - April 2014
Wells Capital Management January 2005 - January 2006
Strong Capital Management July 1999 - December 2004
Quad/Graphics July 1995 - June 1999
Skills
SQL, JavaScript, MySQL, Linux, Java, Agile Methodologies, Software Development, Microsoft SQL Server, Java Enterprise Edition, PHP, Unix, Apache, SOAP, SoapUI, Eclipse, DB2
Education
Marquette University 1988 — 1992
BS, Electrical and Computer Engineering
Brian Ellenbecker, CFP®, CPWA®, CIMA® Brian Ellenbecker, CFP®, CPWA®, CIMA®'s Strong Capital Management Experience June 2000 - May 2004
Job Financial and Estate Planner at Baird
Industry Financial Services
Experience
Baird March 2005 - Present
Mid America Bank September 2004 - February 2005
New York Life May 2004 - August 2004
Strong Capital Management June 2000 - May 2004
Wells Fargo 2000 - 2004
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Asset Allocation, Financial Advisory, Investments, Financial Planners, Finance, Long Term Care Insurance, Employee Benefits, Valuation, Disability Insurance, Financial Goals, Training
Education
Marquette University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Baird March 2005 - Present
Mid America Bank September 2004 - February 2005
New York Life May 2004 - August 2004
Strong Capital Management June 2000 - May 2004
Wells Fargo 2000 - 2004
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Asset Allocation, Financial Advisory, Investments, Financial Planners, Finance, Long Term Care Insurance, Employee Benefits, Valuation, Disability Insurance, Financial Goals, Training
Education
Marquette University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Anne Conti's Strong Capital Management Experience June 2001 - September 2001
Job Senior Director of Implementation and Support at Wolters Kluwer Health
Industry Computer Software
Experience
Wolters Kluwer Health - Pharmacy OneSource April 2015 - Present
Wolters Kluwer Health - Pharmacy OneSource January 2013 - March 2015
Epic May 2011 - January 2013
Epic 2006 - January 2013
Epic September 2003 - January 2013
Epic January 2009 - December 2010
Hillshire Brands January 2002 - September 2002
Strong Capital Management June 2001 - September 2001
Skills
Software Implementation, Software Project..., Healthcare Information..., EHR, EMR, Epic Systems, Visio, Project Management, Requirements Analysis, Process Improvement, Leadership, Strategy, Integration, Change Management, Analysis, Training, Management, Project Planning, Enterprise Software
Education
Northwestern University 1999 — 2003
Bachelor of Science (BS), Learning and Organizational Change
Catholic Memorial High School
Wolters Kluwer Health - Pharmacy OneSource April 2015 - Present
Wolters Kluwer Health - Pharmacy OneSource January 2013 - March 2015
Epic May 2011 - January 2013
Epic 2006 - January 2013
Epic September 2003 - January 2013
Epic January 2009 - December 2010
Hillshire Brands January 2002 - September 2002
Strong Capital Management June 2001 - September 2001
Skills
Software Implementation, Software Project..., Healthcare Information..., EHR, EMR, Epic Systems, Visio, Project Management, Requirements Analysis, Process Improvement, Leadership, Strategy, Integration, Change Management, Analysis, Training, Management, Project Planning, Enterprise Software
Education
Northwestern University 1999 — 2003
Bachelor of Science (BS), Learning and Organizational Change
Catholic Memorial High School
Derek Chow Derek Chow's Strong Capital Management Experience 2001 - 2003
Job Matthews Asia
Industry Investment Management
Experience
Matthews Asia September 2014 - Present
Voya Investment Management September 2011 - June 2014
FAF Advisors December 2007 - January 2011
Cornerstone Real Estate Funds March 2006 - November 2007
Lincoln Financial Distributors 2003 - 2005
Strong Capital Management 2001 - 2003
Fidelity Investments 1998 - 2001
Nuveen 1991 - 1998
New England Financial 1985 - 1989
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Asset Managment, Separately Managed..., Asset Allocation, ETFs, Securities, Investment Advisory, Wealth Management, Asset Management, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Investment Management, Retirement Planning, Financial Services, Retirement
Education
Dartmouth College 1980 — 1984
Bachelor's degree, Philosophy and Religious Studies
Matthews Asia September 2014 - Present
Voya Investment Management September 2011 - June 2014
FAF Advisors December 2007 - January 2011
Cornerstone Real Estate Funds March 2006 - November 2007
Lincoln Financial Distributors 2003 - 2005
Strong Capital Management 2001 - 2003
Fidelity Investments 1998 - 2001
Nuveen 1991 - 1998
New England Financial 1985 - 1989
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Asset Managment, Separately Managed..., Asset Allocation, ETFs, Securities, Investment Advisory, Wealth Management, Asset Management, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Investment Management, Retirement Planning, Financial Services, Retirement
Education
Dartmouth College 1980 — 1984
Bachelor's degree, Philosophy and Religious Studies
Farrell Riley-Sileno's Strong Capital Management Experience May 2000 - December 2003
Job Asst Director Financial Planning and Sales Support at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2003 - Present
Strong Capital Management May 2000 - December 2003
Lane Bryant 1985 - 1990
Lane Bryant 1983 - 1987
Skills
Mutual Funds, Series 7, Investments, Wealth Management, Fixed Annuities, Securities, Series 63, Retirement Planning, 401k, Asset Allocation, Retirement, Financial Services, Investment Advisory, Strategic Financial..., Series 6, Disability Insurance, Life Insurance
Education
Cardinal Stritch University 1999 — 2000
BS, Business Management
St. Norbert College 1977 — 1979
Northwestern Mutual January 2003 - Present
Strong Capital Management May 2000 - December 2003
Lane Bryant 1985 - 1990
Lane Bryant 1983 - 1987
Skills
Mutual Funds, Series 7, Investments, Wealth Management, Fixed Annuities, Securities, Series 63, Retirement Planning, 401k, Asset Allocation, Retirement, Financial Services, Investment Advisory, Strategic Financial..., Series 6, Disability Insurance, Life Insurance
Education
Cardinal Stritch University 1999 — 2000
BS, Business Management
St. Norbert College 1977 — 1979
Ellen Hopper Ellen Hopper's Strong Capital Management Experience 1996 - 2004
Job Chief Operations Officer
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company July 2010 - Present
Northwestern Mutual August 2004 - July 2010
Strong Capital Management 1996 - 2004
Skills
Investments, Series 7, Series 24, Wealth Management, Financial Services
Education
University of Wisconsin-Eau Claire 1983 — 1987
Alverno College
BA, Business Management
Northwestern Mutual Wealth Management Company July 2010 - Present
Northwestern Mutual August 2004 - July 2010
Strong Capital Management 1996 - 2004
Skills
Investments, Series 7, Series 24, Wealth Management, Financial Services
Education
University of Wisconsin-Eau Claire 1983 — 1987
Alverno College
BA, Business Management
Susie Kostrivas CRPC® Susie Kostrivas CRPC®'s Strong Capital Management Experience 2000 - 2004
Job Vice President Financial Advisor Ziegler | 2012 Five Star Wealth Manager as seen in the July issue of Milwaukee Magazine
Industry Financial Services
Experience
B.C. Ziegler and Company June 2009 - Present
Eastbrook Church January 2008 - August 2013
Wells Fargo 2004 - 2009
Strong Capital Management 2000 - 2004
Skills
Retirement Planning, Mutual Funds, Wealth Management, Series 7, Finance, Uniform Combined State..., Investment Strategies, Public Speaking, Retirement, Series 63, Investments, Leadership, Strategic Financial..., Asset Allocation, Financial Services, Securities, FINRA, Investment Advisory
Education
Mount Mary College
University of Wisconsin-Madison
B.C. Ziegler and Company June 2009 - Present
Eastbrook Church January 2008 - August 2013
Wells Fargo 2004 - 2009
Strong Capital Management 2000 - 2004
Skills
Retirement Planning, Mutual Funds, Wealth Management, Series 7, Finance, Uniform Combined State..., Investment Strategies, Public Speaking, Retirement, Series 63, Investments, Leadership, Strategic Financial..., Asset Allocation, Financial Services, Securities, FINRA, Investment Advisory
Education
Mount Mary College
University of Wisconsin-Madison
Chris Brennan, CFS, CRPC®, CFP®, Chris Brennan, CFS, CRPC®, CFP®,'s Strong Capital Management Experience December 1999 - March 2005
Job First Vice President,Certified Financial Planner ™ Practitioner at Ziegler
Industry Financial Services
Experience
Ziegler June 2009 - Present
Wells Fargo March 2005 - June 2009
Strong Capital Management December 1999 - March 2005
Skills
Mutual Funds, Wealth Management, 401k, Investments, Asset Allocation, Retirement, Asset Management, Investment Advisory, Series 63, Investment Strategies, Alternative Investments, Risk Management, Series 65, Separately Managed..., Retirement Planning, Series 7, Wealth, Financial Planning
Education
Cardinal Stritch University 1997 — 1999
BS Business Admin, Business
College for Financial Planning 2007 — 2008
Ziegler June 2009 - Present
Wells Fargo March 2005 - June 2009
Strong Capital Management December 1999 - March 2005
Skills
Mutual Funds, Wealth Management, 401k, Investments, Asset Allocation, Retirement, Asset Management, Investment Advisory, Series 63, Investment Strategies, Alternative Investments, Risk Management, Series 65, Separately Managed..., Retirement Planning, Series 7, Wealth, Financial Planning
Education
Cardinal Stritch University 1997 — 1999
BS Business Admin, Business
College for Financial Planning 2007 — 2008
Michelle Reina, Ph.D., CGBP Michelle Reina, Ph.D., CGBP's Strong Capital Management Experience November 1996 - July 1998
Job Int'l Business/Mgmt Professor at University of Mary HardinBaylor
Industry Higher Education
Experience
University of Mary Hardin-Baylor August 2010 - Present
Wisconsin Lutheran College January 2000 - June 2010
Lakeland College 2004 - May 2010
Clean Power 1999 - 2000
WELS Kingdom Workers - Colombia Christian Information Center July 1998 - September 1999
Strong Capital Management November 1996 - July 1998
PEMEX, ICA, & Coca-Cola, Mexico 1994 - November 1996
Tecnológico de Monterrey 1994 - 1995
Escuela Cuauhnáhuac 1993 - 1994
Skills
Higher Education, Teaching, Non-profits, Adult Education, Research, Curriculum Design, Leadership Development, Curriculum Development, Team Building, Customer Service, Educational Leadership, Microsoft Office, Public Speaking, Analysis, Nonprofits, Strategic Planning, Community Outreach, Microsoft Excel, Staff Development, Distance Learning, Instructional Design, Program Development, Student Affairs, Leadership
Education
Capella University 2004 — 2008
Ph.D, Management & Organization
United States International University - Mexico City 1995 — 1997
MIBA, International Business Administration
University of Wisconsin-Whitewater 1988 — 1993
BA, International Studies
University of Mary Hardin-Baylor August 2010 - Present
Wisconsin Lutheran College January 2000 - June 2010
Lakeland College 2004 - May 2010
Clean Power 1999 - 2000
WELS Kingdom Workers - Colombia Christian Information Center July 1998 - September 1999
Strong Capital Management November 1996 - July 1998
PEMEX, ICA, & Coca-Cola, Mexico 1994 - November 1996
Tecnológico de Monterrey 1994 - 1995
Escuela Cuauhnáhuac 1993 - 1994
Skills
Higher Education, Teaching, Non-profits, Adult Education, Research, Curriculum Design, Leadership Development, Curriculum Development, Team Building, Customer Service, Educational Leadership, Microsoft Office, Public Speaking, Analysis, Nonprofits, Strategic Planning, Community Outreach, Microsoft Excel, Staff Development, Distance Learning, Instructional Design, Program Development, Student Affairs, Leadership
Education
Capella University 2004 — 2008
Ph.D, Management & Organization
United States International University - Mexico City 1995 — 1997
MIBA, International Business Administration
University of Wisconsin-Whitewater 1988 — 1993
BA, International Studies
David Root's Strong Capital Management Experience February 1995 - July 1997
Job Senior Vice President, Global Institutional Business Development, Envestnet Inc.
Industry Financial Services
Experience
Envestnet Inc. April 2010 - Present
FundQuest June 2006 - August 2010
Neuberger Berman August 1997 - May 2006
Strong Capital Management February 1995 - July 1997
LPL Financial Services January 1992 - January 1995
Putnam Investments August 1986 - December 1991
Skills
Business Strategy, Enterprise Software, Finance, Financial Advisory, Financial Services, Investments, Leadership, Mutual Funds, New Business Development, Program Management, Sales Management
Education
Suffolk University - Sawyer Business School 1982 — 1984
MBA, Finance
Keene State College 1975 — 1979
BS Management, Business
Envestnet Inc. April 2010 - Present
FundQuest June 2006 - August 2010
Neuberger Berman August 1997 - May 2006
Strong Capital Management February 1995 - July 1997
LPL Financial Services January 1992 - January 1995
Putnam Investments August 1986 - December 1991
Skills
Business Strategy, Enterprise Software, Finance, Financial Advisory, Financial Services, Investments, Leadership, Mutual Funds, New Business Development, Program Management, Sales Management
Education
Suffolk University - Sawyer Business School 1982 — 1984
MBA, Finance
Keene State College 1975 — 1979
BS Management, Business
David Putnam David Putnam's Strong Capital Management Experience January 1998 - June 2002
Job Experienced Software Craftsman
Industry Computer Software
Experience
Hal Leonard Corporation November 2010 - October 2012
Trico Mfg. Corp. / Predict, Inc November 2008 - April 2011
Milwaukee Software Process Improvement Network February 2002 - March 2011
Cornerstone Consulting November 2008 - November 2010
Stark Investments February 2008 - August 2008
Celera Systems, LLC August 2006 - January 2008
Christ The King Evangelical Lutheran Church June 2003 - June 2007
Wells Fargo January 2005 - August 2006
Strong Financial Corp June 2002 - December 2004
Strong Capital Management January 1998 - June 2002
Skills
Software Development, Java, Database Design, Microsoft Office, Perl, Software Project..., PostgreSQL, Object Oriented Design, Unix Shell Scripting, Visio, SQL, IntelliJ IDEA, Oracle SQL, Sybase, Tomcat, Apache, C, C++, XML, JUnit, Spring, REST, Erwin, JIRA, Jenkins, Weblogic, Git, Linux, Agile Methodologies, Confluence, MS Project, HTML, CSS, JavaScript, UML, Oracle, Unix, Tidal Enterprise..., Autosys
Education
Milwaukee School of Engineering 1990 — 1991
Certificate, Engineering Project Management
University of Wisconsin-Milwaukee
BSCS, Computer Science, Electrical Engineering, Mathematics
Menomonee Falls North High School 1977 — 1981
Diploma
Hal Leonard Corporation November 2010 - October 2012
Trico Mfg. Corp. / Predict, Inc November 2008 - April 2011
Milwaukee Software Process Improvement Network February 2002 - March 2011
Cornerstone Consulting November 2008 - November 2010
Stark Investments February 2008 - August 2008
Celera Systems, LLC August 2006 - January 2008
Christ The King Evangelical Lutheran Church June 2003 - June 2007
Wells Fargo January 2005 - August 2006
Strong Financial Corp June 2002 - December 2004
Strong Capital Management January 1998 - June 2002
Skills
Software Development, Java, Database Design, Microsoft Office, Perl, Software Project..., PostgreSQL, Object Oriented Design, Unix Shell Scripting, Visio, SQL, IntelliJ IDEA, Oracle SQL, Sybase, Tomcat, Apache, C, C++, XML, JUnit, Spring, REST, Erwin, JIRA, Jenkins, Weblogic, Git, Linux, Agile Methodologies, Confluence, MS Project, HTML, CSS, JavaScript, UML, Oracle, Unix, Tidal Enterprise..., Autosys
Education
Milwaukee School of Engineering 1990 — 1991
Certificate, Engineering Project Management
University of Wisconsin-Milwaukee
BSCS, Computer Science, Electrical Engineering, Mathematics
Menomonee Falls North High School 1977 — 1981
Diploma
Michael Goodman, CFA Michael Goodman, CFA's Strong Capital Management Experience June 2003 - December 2004
Job Senior Investment Analyst at Corbyn Investment Management
Industry Investment Management
Experience
Corbyn Investment Management September 2009 - Present
Skyhawk Capital Management January 2005 - June 2009
Strong Capital Management June 2003 - December 2004
Skills
Chartered Financial..., Equities, Fixed Income, Portfolio Management, Valuation, Value Investing, Financial Analysis, Investments, Financial Modeling, Investment Management, Mutual Funds, Small Cap, High Yield Bonds, Factset
Education
Carleton College 1999 — 2003
BA, Psychology
Corbyn Investment Management September 2009 - Present
Skyhawk Capital Management January 2005 - June 2009
Strong Capital Management June 2003 - December 2004
Skills
Chartered Financial..., Equities, Fixed Income, Portfolio Management, Valuation, Value Investing, Financial Analysis, Investments, Financial Modeling, Investment Management, Mutual Funds, Small Cap, High Yield Bonds, Factset
Education
Carleton College 1999 — 2003
BA, Psychology
R. Cory Colvin, CFA's Strong Capital Management Experience June 1996 - November 2001
Job Director of PWM Business Development at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co., Incorporated April 2010 - Present
Robert W. Baird & Co., Incorporated June 2005 - April 2010
Crabel Capital Management, USVI August 2004 - June 2005
Precision Marketing Partners, LLC November 2001 - August 2004
Strong Capital Management June 1996 - November 2001
Skills
Asset Allocation, Investment Advisory, Alternative Investments, Mutual Funds, Wealth Management, Equities, Asset Management, Portfolio Management, Wealth Management..., Asset Managment, Hedge Funds, Investment Strategies, Investments, Securities, Series 7, Strategy
Education
Marquette University 1999 — 2001
MBA, Finance
University of Wisconsin-Oshkosh 1991 — 1996
BBA, Finance
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co., Incorporated April 2010 - Present
Robert W. Baird & Co., Incorporated June 2005 - April 2010
Crabel Capital Management, USVI August 2004 - June 2005
Precision Marketing Partners, LLC November 2001 - August 2004
Strong Capital Management June 1996 - November 2001
Skills
Asset Allocation, Investment Advisory, Alternative Investments, Mutual Funds, Wealth Management, Equities, Asset Management, Portfolio Management, Wealth Management..., Asset Managment, Hedge Funds, Investment Strategies, Investments, Securities, Series 7, Strategy
Education
Marquette University 1999 — 2001
MBA, Finance
University of Wisconsin-Oshkosh 1991 — 1996
BBA, Finance
Ruegsegger Linda Ruegsegger Linda's Strong Capital Management Experience December 2000 - December 2004
Job Director of Client Service at Chicago Equity Partners
Industry Investment Management
Experience
Chicago Equity Partners January 2004 - Present
Strong Capital Management December 2000 - December 2004
Skills
Chartered Financial..., Alternative Investments, Hedge Funds, Investment Management, Fixed Income, Investment Strategies, Asset Allocation, Equities, Portfolio Management, Asset Management, Investments, Securities, Series 7, Bloomberg, Capital Markets, Financial Modeling, Wealth Management, Mutual Funds, Equity Research, Series 63, Bloomberg Terminal, Financial Services
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Master of Business Administration (MBA)
Northern Illinois University 1989 — 1993
Bachelor of Science (BS), Finance, General
Chicago Equity Partners January 2004 - Present
Strong Capital Management December 2000 - December 2004
Skills
Chartered Financial..., Alternative Investments, Hedge Funds, Investment Management, Fixed Income, Investment Strategies, Asset Allocation, Equities, Portfolio Management, Asset Management, Investments, Securities, Series 7, Bloomberg, Capital Markets, Financial Modeling, Wealth Management, Mutual Funds, Equity Research, Series 63, Bloomberg Terminal, Financial Services
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Master of Business Administration (MBA)
Northern Illinois University 1989 — 1993
Bachelor of Science (BS), Finance, General
Tony Albergo Tony Albergo's Strong Capital Management Experience 2001 - 2005
Job Director, IT Strategy at Kohl's Department Stores
Industry Information Technology and Services
Experience
Kohl's Department Stores January 2015 - Present
Kohl's Department Stores October 2012 - January 2015
Kohl's Department Stores August 2011 - October 2012
Wells Fargo January 2001 - August 2011
Strong Capital Management 2001 - 2005
Actuant Corporation October 1998 - January 2001
Effective Management Systems December 1996 - October 1998
Advance Transportation Company January 1990 - September 1996
Skills
Oracle, Disaster Recovery, Databases, Solaris, Data Warehousing, Program Management, Cross-functional Team..., AIX, Team Leadership, Shell Scripting, Project Planning, Architecture, Management, Database Design, Enterprise Architecture, Software Development, SDLC, Data Modeling, Unix, Strategy, ERP, Enterprise Software, Integration, IT Strategy, Business Intelligence, IT Management, ETL, Solution Architecture, ITIL, Architectures
Education
Lakeland College
BA, Computer Science, Business Admin
Kohl's Department Stores January 2015 - Present
Kohl's Department Stores October 2012 - January 2015
Kohl's Department Stores August 2011 - October 2012
Wells Fargo January 2001 - August 2011
Strong Capital Management 2001 - 2005
Actuant Corporation October 1998 - January 2001
Effective Management Systems December 1996 - October 1998
Advance Transportation Company January 1990 - September 1996
Skills
Oracle, Disaster Recovery, Databases, Solaris, Data Warehousing, Program Management, Cross-functional Team..., AIX, Team Leadership, Shell Scripting, Project Planning, Architecture, Management, Database Design, Enterprise Architecture, Software Development, SDLC, Data Modeling, Unix, Strategy, ERP, Enterprise Software, Integration, IT Strategy, Business Intelligence, IT Management, ETL, Solution Architecture, ITIL, Architectures
Education
Lakeland College
BA, Computer Science, Business Admin
Matt Lang Matt Lang's Strong Capital Management Experience March 1998 - March 1999
Job Sr. Network Engineer at Presidio
Industry Information Technology and Services
Experience
Presidio June 2012 - Present
LPS Integration June 2008 - June 2012
3RT Networks August 2007 - June 2008
Gundersen Lutheran June 2004 - August 2007
First Federal Bank March 2004 - June 2004
Robert W. Baird March 1999 - March 2004
Strong Capital Management March 1998 - March 1999
United States Air Force September 1992 - March 1998
Skills
Routing Protocols, Cisco Technologies, WAN, Network Engineering, Routers, Security, Data Center, Firewalls, Network Design, Network Security, Virtualization, CCNP, Servers, Networking, Cisco IOS, LAN-WAN, Switches, DHCP, SAN, Network Architecture, VPN, Active Directory, VMware ESX, Cisco Nexus, Citrix, Storage Area Networks, Cisco Routers
Education
Park University 1995 — 1997
B.S., Management Information Systems
Middle Tennessee State University 1989 — 1991
Presidio June 2012 - Present
LPS Integration June 2008 - June 2012
3RT Networks August 2007 - June 2008
Gundersen Lutheran June 2004 - August 2007
First Federal Bank March 2004 - June 2004
Robert W. Baird March 1999 - March 2004
Strong Capital Management March 1998 - March 1999
United States Air Force September 1992 - March 1998
Skills
Routing Protocols, Cisco Technologies, WAN, Network Engineering, Routers, Security, Data Center, Firewalls, Network Design, Network Security, Virtualization, CCNP, Servers, Networking, Cisco IOS, LAN-WAN, Switches, DHCP, SAN, Network Architecture, VPN, Active Directory, VMware ESX, Cisco Nexus, Citrix, Storage Area Networks, Cisco Routers
Education
Park University 1995 — 1997
B.S., Management Information Systems
Middle Tennessee State University 1989 — 1991
Elizabeth Gabbianelli Elizabeth Gabbianelli's Strong Capital Management Experience 2002 - 2005
Job AVP Sr Compensation Analyst at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group July 2008 - Present
Brunswick Corporation May 2008 - July 2008
Brunswick Corporation December 2007 - May 2008
Brunswick Corporation March 2005 - December 2007
Strong Capital Management 2002 - 2005
Education
North Park University 2009 — 2011
Master's Degree, Nonprofit Administration
University of Notre Dame 1998 — 2002
Johnson Financial Group July 2008 - Present
Brunswick Corporation May 2008 - July 2008
Brunswick Corporation December 2007 - May 2008
Brunswick Corporation March 2005 - December 2007
Strong Capital Management 2002 - 2005
Education
North Park University 2009 — 2011
Master's Degree, Nonprofit Administration
University of Notre Dame 1998 — 2002
Adam Riesz Adam Riesz's Strong Capital Management Experience December 2001 - March 2004
Job Vice President, Regional Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2005 - Present
Allstate Financial March 2004 - March 2005
Strong Capital Management December 2001 - March 2004
Milwaukee Wave August 2000 - October 2001
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
MBA
Goldman Sachs March 2005 - Present
Allstate Financial March 2004 - March 2005
Strong Capital Management December 2001 - March 2004
Milwaukee Wave August 2000 - October 2001
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
MBA
Fred Gorrell Fred Gorrell's Strong Capital Management Experience August 1995 - October 1996
Job Learning Team Facilitator, Literacy Coach at Conniston Middle School
Industry Primary/Secondary Education
Experience
Conniston Middle School August 2004 - Present
Florida Atlantic University 2007 - 2008
Stein Roe & Farnham, Inc. August 1996 - December 1998
Strong Capital Management August 1995 - October 1996
Charles Schwab August 1987 - July 1995
Alameda County June 1985 - July 1987
Bechtel Power Corporation July 1980 - March 1985
Sperry Univac 1972 - 1980
Skills
Teaching, Writing, Planning, Classroom, Curriculum Development, Curriculum Design, Tutoring, Public Speaking, Instructional Design, ESL, Educational Technology, Instructional Technology, Higher Education, Adult Education, Leadership Development, Educational Leadership, International Education, Teacher Training, Literacy, Project Planning, Lesson Planning, Staff Development
Education
Florida Atlantic University 2005 — 2006
M.Ed., Reading Education
University of California, Berkeley 1975 — 1977
A.B., French
De Anza College 1972 — 1974
Conniston Middle School August 2004 - Present
Florida Atlantic University 2007 - 2008
Stein Roe & Farnham, Inc. August 1996 - December 1998
Strong Capital Management August 1995 - October 1996
Charles Schwab August 1987 - July 1995
Alameda County June 1985 - July 1987
Bechtel Power Corporation July 1980 - March 1985
Sperry Univac 1972 - 1980
Skills
Teaching, Writing, Planning, Classroom, Curriculum Development, Curriculum Design, Tutoring, Public Speaking, Instructional Design, ESL, Educational Technology, Instructional Technology, Higher Education, Adult Education, Leadership Development, Educational Leadership, International Education, Teacher Training, Literacy, Project Planning, Lesson Planning, Staff Development
Education
Florida Atlantic University 2005 — 2006
M.Ed., Reading Education
University of California, Berkeley 1975 — 1977
A.B., French
De Anza College 1972 — 1974
Andy Pfau Andy Pfau's Strong Capital Management Experience January 1995 - August 1999
Job Counsel at William Blair & Company, L.L.C.
Industry Investment Management
Experience
William Blair & Company, L.L.C. August 2008 - Present
Bell, Boyd & Lloyd, LLP July 2006 - July 2008
Sidley Austin LLP October 2002 - June 2006
Strong Capital Management January 1995 - August 1999
Skills
Private Equity, Contract Negotiation, Financial Services, Management, Investments, Securities, Corporate Governance, Mergers & Acquisitions, Corporate Law, Due Diligence, Hedge Funds, Asset Management, Mutual Funds, Securities Regulation, Capital Markets, Legal Writing, Investment Advisory, Alternative Investments, Equities, Investment Management
Education
University of Chicago Law School 1999 — 2002
Doctor of Law (JD)
Lawrence University 1989 — 1993
BA, English
Wauwatosa East High School
William Blair & Company, L.L.C. August 2008 - Present
Bell, Boyd & Lloyd, LLP July 2006 - July 2008
Sidley Austin LLP October 2002 - June 2006
Strong Capital Management January 1995 - August 1999
Skills
Private Equity, Contract Negotiation, Financial Services, Management, Investments, Securities, Corporate Governance, Mergers & Acquisitions, Corporate Law, Due Diligence, Hedge Funds, Asset Management, Mutual Funds, Securities Regulation, Capital Markets, Legal Writing, Investment Advisory, Alternative Investments, Equities, Investment Management
Education
University of Chicago Law School 1999 — 2002
Doctor of Law (JD)
Lawrence University 1989 — 1993
BA, English
Wauwatosa East High School
Troy Birk Troy Birk's Strong Capital Management Experience December 1996 - February 2002
Job Senior Software Engineer at GE Healthcare
Industry Hospital & Health Care
Experience
GE Healthcare April 2015 - Present
GE Healthcare July 2010 - April 2015
GE Healthcare January 2008 - July 2010
GE Healthcare June 2003 - January 2008
TeraMedica, Inc. February 2002 - June 2003
Strong Capital Management December 1996 - February 2002
Kohl's Department Stores February 1992 - December 1996
M and I Data Services September 1991 - February 1992
CUNA Mutual Group August 1988 - September 1991
Skills
User Experience, User Interface, Web Applications, HL7, Agile Methodologies, Software Development, Software Engineering, DICOM, Java, Software Design, Hibernate, Object Oriented Design, Java Enterprise Edition, Scrum, XML, SQL, SDLC, Spring, SOA, Medical Imaging, JUnit
Education
Marquette University 1983 — 1988
Bachelor's degree, Computer Science
GE Healthcare April 2015 - Present
GE Healthcare July 2010 - April 2015
GE Healthcare January 2008 - July 2010
GE Healthcare June 2003 - January 2008
TeraMedica, Inc. February 2002 - June 2003
Strong Capital Management December 1996 - February 2002
Kohl's Department Stores February 1992 - December 1996
M and I Data Services September 1991 - February 1992
CUNA Mutual Group August 1988 - September 1991
Skills
User Experience, User Interface, Web Applications, HL7, Agile Methodologies, Software Development, Software Engineering, DICOM, Java, Software Design, Hibernate, Object Oriented Design, Java Enterprise Edition, Scrum, XML, SQL, SDLC, Spring, SOA, Medical Imaging, JUnit
Education
Marquette University 1983 — 1988
Bachelor's degree, Computer Science
Barbara Schaefer Barbara Schaefer's Strong Capital Management Experience 1988 - 2001
Job Real Estate Agent at Re/Max Lakeside
Industry Hospital & Health Care
Experience
RE/MAX LAKESIDE August 2015 - Present
First Weber Group October 2013 - August 2015
Lexus North Shore April 2013 - September 2013
Mahler Enterprises 2012 - 2013
ProHealth Care June 2005 - July 2012
MT Express October 2001 - June 2007
Strong Capital Management 1988 - 2001
Skills
Healthcare, Process Improvement, Change Management, Team Building, Employee Relations, Customer Service, Budgets, Microsoft Word, Sales, Time Management, Management, Training, Leadership Development, Strategic Planning, Team Leadership, Microsoft Excel
Education
Mount Mary College
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Brookfield Academy
High School
RE/MAX LAKESIDE August 2015 - Present
First Weber Group October 2013 - August 2015
Lexus North Shore April 2013 - September 2013
Mahler Enterprises 2012 - 2013
ProHealth Care June 2005 - July 2012
MT Express October 2001 - June 2007
Strong Capital Management 1988 - 2001
Skills
Healthcare, Process Improvement, Change Management, Team Building, Employee Relations, Customer Service, Budgets, Microsoft Word, Sales, Time Management, Management, Training, Leadership Development, Strategic Planning, Team Leadership, Microsoft Excel
Education
Mount Mary College
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Brookfield Academy
High School
Elizabeth Hoisington Elizabeth Hoisington's Strong Capital Management Experience 1996 - 2001
Job Leadership Development Manager at Aurora Health Care
Industry Management Consulting
Experience
Aurora Health Care March 2014 - Present
Northwestern Mutual January 2008 - March 2014
Stillwaters Cancer Support Services 2005 - 2009
DATASYST Engineering & Testing Services, Inc. March 2001 - December 2007
Strong Capital 1996 - 2001
Strong Capital Management 1996 - 2001
Skills
Leadership Development, Organizational..., Strategic Planning, Talent Management, Executive Coaching, Performance Management, Change Management, Leadership, Program Management, Customer Service, Training, Team Building, Strategy, Business Development, Coaching, Executive Management, Succession Planning, Marketing, Recruiting, Public Speaking, Operations Management, Interviews, Project Planning
Education
Marian University 2003 — 2005
Masters, Organizational Leadership & Quality
Mount Mary College 1994 — 1996
Bachelor, Business Administration and Management, General
University of Wisconsin-La Crosse
Political Science and Law
Aurora Health Care March 2014 - Present
Northwestern Mutual January 2008 - March 2014
Stillwaters Cancer Support Services 2005 - 2009
DATASYST Engineering & Testing Services, Inc. March 2001 - December 2007
Strong Capital 1996 - 2001
Strong Capital Management 1996 - 2001
Skills
Leadership Development, Organizational..., Strategic Planning, Talent Management, Executive Coaching, Performance Management, Change Management, Leadership, Program Management, Customer Service, Training, Team Building, Strategy, Business Development, Coaching, Executive Management, Succession Planning, Marketing, Recruiting, Public Speaking, Operations Management, Interviews, Project Planning
Education
Marian University 2003 — 2005
Masters, Organizational Leadership & Quality
Mount Mary College 1994 — 1996
Bachelor, Business Administration and Management, General
University of Wisconsin-La Crosse
Political Science and Law
Michelle Moen's Strong Capital Management Experience 2003 - 2004
Job Web and Marketing Specialist
Industry Investment Management
Experience
Global View Capital Advisors June 2015 - Present
Stay at Home Mom August 2014 - June 2015
Baker Tilly Virchow Krause, LLP October 2011 - August 2014
Artisan Partners September 2004 - September 2011
Strong Capital Management 2003 - 2004
Strong Capital Management 2002 - 2003
Strong Capital Management 2001 - 2002
Derco Aerospace 1999 - 2001
Derco Aerospace 1997 - 1999
Skills
Recruiting, Financial Services, Time Management, Sales, Process Improvement, Research, Project Management, Event Management, Salesforce.com, Concur, Presentation Design, Creative Services, Billing Process, Proposal Support, Microsoft SharePoint, Silverpop, Dreamweaver, InDesign, Illustrator, Lightroom, Photoshop, Email Marketing, Marketing Strategy, Newsletters
Education
Mt. Mary College 2005 — 2008
BA, Marketing Communications
Milwaukee Area Technical College 1998 — 2000
Associate, Administrative Assistant
Global View Capital Advisors June 2015 - Present
Stay at Home Mom August 2014 - June 2015
Baker Tilly Virchow Krause, LLP October 2011 - August 2014
Artisan Partners September 2004 - September 2011
Strong Capital Management 2003 - 2004
Strong Capital Management 2002 - 2003
Strong Capital Management 2001 - 2002
Derco Aerospace 1999 - 2001
Derco Aerospace 1997 - 1999
Skills
Recruiting, Financial Services, Time Management, Sales, Process Improvement, Research, Project Management, Event Management, Salesforce.com, Concur, Presentation Design, Creative Services, Billing Process, Proposal Support, Microsoft SharePoint, Silverpop, Dreamweaver, InDesign, Illustrator, Lightroom, Photoshop, Email Marketing, Marketing Strategy, Newsletters
Education
Mt. Mary College 2005 — 2008
BA, Marketing Communications
Milwaukee Area Technical College 1998 — 2000
Associate, Administrative Assistant
Douglas Gregor Douglas Gregor's Strong Capital Management Experience 2002 - 2006
Job Application System Engineer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2006 - Present
Strong Capital Management 2002 - 2006
Compuware 1998 - 2002
Parian Development Group Inc 1997 - 1997
Lante Corporation 1994 - 1997
Honeywell 1992 - 1994
Skills
Agile Methodologies, Software Engineering, Java, Microsoft SQL Server, SQL, Unix, C++, Business Analysis, Business Systems..., Distri, System Architecture, C#, Software Development, Enterprise Software, Scalability, Algorithms, Software Design, Distributed Systems, Debugging, Github, DevExpress, Linux, Sybase, Windows Server, Solaris, Software Measurement, Scheme, Message Development, Trading Systems, SSIS, Assembly Language, iOS, iOS Development, Real Time System Design, algo, Critical Thinking, Enterprise Architecture, Software Project..., Integration, SDLC, Mentoring, Requirements Analysis
Education
California State University-Fullerton
Mechanical Engineering
DePaul University
Computer Software Engineering
Wells Fargo 2006 - Present
Strong Capital Management 2002 - 2006
Compuware 1998 - 2002
Parian Development Group Inc 1997 - 1997
Lante Corporation 1994 - 1997
Honeywell 1992 - 1994
Skills
Agile Methodologies, Software Engineering, Java, Microsoft SQL Server, SQL, Unix, C++, Business Analysis, Business Systems..., Distri, System Architecture, C#, Software Development, Enterprise Software, Scalability, Algorithms, Software Design, Distributed Systems, Debugging, Github, DevExpress, Linux, Sybase, Windows Server, Solaris, Software Measurement, Scheme, Message Development, Trading Systems, SSIS, Assembly Language, iOS, iOS Development, Real Time System Design, algo, Critical Thinking, Enterprise Architecture, Software Project..., Integration, SDLC, Mentoring, Requirements Analysis
Education
California State University-Fullerton
Mechanical Engineering
DePaul University
Computer Software Engineering
Chris Pollak, CIMA Chris Pollak, CIMA's Strong Capital Management Experience 2000 - 2005
Job Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
Wells Fargo Asset Management January 2005 - Present
Strong Capital Management 2000 - 2005
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investments, Investment Advisory, Strategic Financial..., Asset Allocation, Leadership, Series 63, Credit, Banking, Asset Management, Portfolio Management, New Business Development
Education
Marquette University 1988 — 1992
Business Administration, Marketing
Wells Fargo Asset Management January 2005 - Present
Strong Capital Management 2000 - 2005
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investments, Investment Advisory, Strategic Financial..., Asset Allocation, Leadership, Series 63, Credit, Banking, Asset Management, Portfolio Management, New Business Development
Education
Marquette University 1988 — 1992
Business Administration, Marketing
Kenneth Karr Kenneth Karr's Strong Capital Management Experience January 2000 - September 2003
Job Partner, Highland Investment Advisors LLC
Industry Investment Management
Experience
Highland Investment Advisors LLC September 2006 - Present
McSherry Anderson, LLC 2004 - 2006
Strong Capital Management January 2000 - September 2003
Strong Investments February 1996 - January 2000
Arlington Police Department June 1980 - July 1995
Education
The University of Texas at Arlington 1988 — 1993
MBA
Ferris State University 1978 — 1980
Bachelor of Science
Highland Investment Advisors LLC September 2006 - Present
McSherry Anderson, LLC 2004 - 2006
Strong Capital Management January 2000 - September 2003
Strong Investments February 1996 - January 2000
Arlington Police Department June 1980 - July 1995
Education
The University of Texas at Arlington 1988 — 1993
MBA
Ferris State University 1978 — 1980
Bachelor of Science
Joel C. (Joe) McNeil, CFP® Joel C. (Joe) McNeil, CFP®'s Strong Capital Management Experience 2000 - 2002
Job Partner, Director of Advisory Services
Industry Financial Services
Experience
Isthmus Partners, LLC May 2014 - Present
Robert W. Baird & Co. 2002 - May 2014
Strong Capital Management 2000 - 2002
US Bank 1997 - 2000
West Hudson 1994 - 1997
Skills
Investments, Portfolio Management, Investment Management, Asset Allocation, Wealth Management, Financial Advisory, Financial Services, Finance, Investment Strategies, Mutual Funds, Asset Management, Investment Advisory, Securities
Education
University of Wisconsin-Madison 1984 — 1988
BA, Political Science, Economics, History
Macquarie University 1987 — 1987
Economics
Isthmus Partners, LLC May 2014 - Present
Robert W. Baird & Co. 2002 - May 2014
Strong Capital Management 2000 - 2002
US Bank 1997 - 2000
West Hudson 1994 - 1997
Skills
Investments, Portfolio Management, Investment Management, Asset Allocation, Wealth Management, Financial Advisory, Financial Services, Finance, Investment Strategies, Mutual Funds, Asset Management, Investment Advisory, Securities
Education
University of Wisconsin-Madison 1984 — 1988
BA, Political Science, Economics, History
Macquarie University 1987 — 1987
Economics
Scott Weaver Scott Weaver's Strong Capital Management Experience 2003 - 2006
Job MSOE Director of Planned Giving
Industry Fund-Raising
Experience
Retired and enjoying Life. September 2014 - Present
Milwaukee School of Engineering June 2011 - September 2014
Milwaukee Art Museum 2014 - 2014
Wisconsin Province of the Society of Jesus - The Jesuits 2009 - 2011
Cardinal Stritch University 2006 - 2008
Strong Capital Management 2003 - 2006
Law practice in Elm Grove 1983 - 2003
NDII 1980 - 1981
Metropolitan Life Insurance Company 1979 - 1981
Skills
Community Outreach, Fundraising, Non-profits, Planned Giving, Public Speaking, Annual Giving, Philanthropy, Program Development, Nonprofits, Event Planning, Grant Writing, Volunteer Management, Public Relations, Board Development, Stewardship, Leadership Development, Marketing Communications, Grants, Marketing, Leadership, Endowments, Sales, Organizational..., Higher Education, Media Relations, Estate Planning, Capital Campaigns, Resource Development, Charities, Alumni Relations, Non-profit..., Community Development, Social Networking, Event Management, Proposal Writing, Fundraisers, Prospect Research, Editing, Non-profit Board..., Staff Development, Newsletters, Student Development, Strategic Communications, Student Affairs, Press Releases, Board Relations, Non-profit Leadership, Campaign Strategies, Trusts, Foundations
Education
Valparaiso University School of Law 1971 — 1974
JD
Marquette University 1967 — 1971
Bachelor of Arts (BA), History/English
muhs 1960 — 1970
MUHS 1963 — 1967
Milwaukee School of Engineering
Retired and enjoying Life. September 2014 - Present
Milwaukee School of Engineering June 2011 - September 2014
Milwaukee Art Museum 2014 - 2014
Wisconsin Province of the Society of Jesus - The Jesuits 2009 - 2011
Cardinal Stritch University 2006 - 2008
Strong Capital Management 2003 - 2006
Law practice in Elm Grove 1983 - 2003
NDII 1980 - 1981
Metropolitan Life Insurance Company 1979 - 1981
Skills
Community Outreach, Fundraising, Non-profits, Planned Giving, Public Speaking, Annual Giving, Philanthropy, Program Development, Nonprofits, Event Planning, Grant Writing, Volunteer Management, Public Relations, Board Development, Stewardship, Leadership Development, Marketing Communications, Grants, Marketing, Leadership, Endowments, Sales, Organizational..., Higher Education, Media Relations, Estate Planning, Capital Campaigns, Resource Development, Charities, Alumni Relations, Non-profit..., Community Development, Social Networking, Event Management, Proposal Writing, Fundraisers, Prospect Research, Editing, Non-profit Board..., Staff Development, Newsletters, Student Development, Strategic Communications, Student Affairs, Press Releases, Board Relations, Non-profit Leadership, Campaign Strategies, Trusts, Foundations
Education
Valparaiso University School of Law 1971 — 1974
JD
Marquette University 1967 — 1971
Bachelor of Arts (BA), History/English
muhs 1960 — 1970
MUHS 1963 — 1967
Milwaukee School of Engineering
Heather Hafemann Heather Hafemann's Strong Capital Management Experience November 1999 - January 2005
Job Sr. Engineering Tech at Deep Gulf Energy
Industry Oil & Energy
Experience
Deep Gulf Energy July 2014 - Present
Kayne Anderson Capital Advisors May 2008 - June 2014
Confluence September 2007 - May 2008
Invesco US August 2006 - August 2007
Confluence January 2005 - August 2006
Strong Capital Management November 1999 - January 2005
Underwater Connection 2000 - 2005
Skills
Windows, VBScript, Microsoft Office, Microsoft SQL Server, Microsoft Excel, Project Management, PowerPoint, Microsoft Word, SQL, PHDWin, Powertools, DI Desktop
Education
Carroll College 2001 — 2004
BS, Computer Science & International Business
Deep Gulf Energy July 2014 - Present
Kayne Anderson Capital Advisors May 2008 - June 2014
Confluence September 2007 - May 2008
Invesco US August 2006 - August 2007
Confluence January 2005 - August 2006
Strong Capital Management November 1999 - January 2005
Underwater Connection 2000 - 2005
Skills
Windows, VBScript, Microsoft Office, Microsoft SQL Server, Microsoft Excel, Project Management, PowerPoint, Microsoft Word, SQL, PHDWin, Powertools, DI Desktop
Education
Carroll College 2001 — 2004
BS, Computer Science & International Business
Russel Shafer Russel Shafer's Strong Capital Management Experience 2000 - 2002
Job Intrapreneur | Business Scientist | Servant Leader with passion for root causes and common sense
Industry Financial Services
Experience
The Nolan Company 2015 - Present
New York Life Insurance Company 2012 - 2015
New York Life Insurance Company 2012 - 2013
Northwestern Mutual 2012 - 2012
Northwestern Mutual 2010 - 2012
Northwestern Mutual 2008 - 2010
Northwestern Mutual 2006 - 2008
Northwestern Mutual 2002 - 2006
Strong Capital Management 2000 - 2002
Ernst & Young 1998 - 2000
Skills
Strategy, Program Management, Business Intelligence, Process Improvement, Business Analysis, Strategic Planning, Change Management, Vendor Management, Competitive Analysis, Project Management, Analysis, Governance, Thought Leadership, Technical Liaison, Analytics, Cost Benefit, Cost/Benefit Analysis, Organizational Design, Organizational Change, Software Implementation, Financial Analysis, Retirement Income..., Data Analysis, Management Consulting, Project Portfolio..., Program Development, Team Leadership, Strategic Leadership, Systems Analysis, Offshore Software..., Offshore Project..., Software Development..., Budget Management, Group Presentations, Performance Measurement, Negotiation, Hiring, Strategy Development, Requirements Analysis, Issues Management, Lean Management, Lean Processes, Lean Software..., Leadership, Management, Leadership Development, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 2008 — 2010
Master of Business Administration (M.B.A.), Strategy, Marketing and Finance
Milwaukee School of Engineering 1995 — 1998
Bachelor of Science (B.S.), Industrial Engineering with Management minor
Lawrence University 1992 — 1995
Bachelor of Arts (B.A.), Physics
Oshkosh North High School 1988 — 1992
The Nolan Company 2015 - Present
New York Life Insurance Company 2012 - 2015
New York Life Insurance Company 2012 - 2013
Northwestern Mutual 2012 - 2012
Northwestern Mutual 2010 - 2012
Northwestern Mutual 2008 - 2010
Northwestern Mutual 2006 - 2008
Northwestern Mutual 2002 - 2006
Strong Capital Management 2000 - 2002
Ernst & Young 1998 - 2000
Skills
Strategy, Program Management, Business Intelligence, Process Improvement, Business Analysis, Strategic Planning, Change Management, Vendor Management, Competitive Analysis, Project Management, Analysis, Governance, Thought Leadership, Technical Liaison, Analytics, Cost Benefit, Cost/Benefit Analysis, Organizational Design, Organizational Change, Software Implementation, Financial Analysis, Retirement Income..., Data Analysis, Management Consulting, Project Portfolio..., Program Development, Team Leadership, Strategic Leadership, Systems Analysis, Offshore Software..., Offshore Project..., Software Development..., Budget Management, Group Presentations, Performance Measurement, Negotiation, Hiring, Strategy Development, Requirements Analysis, Issues Management, Lean Management, Lean Processes, Lean Software..., Leadership, Management, Leadership Development, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 2008 — 2010
Master of Business Administration (M.B.A.), Strategy, Marketing and Finance
Milwaukee School of Engineering 1995 — 1998
Bachelor of Science (B.S.), Industrial Engineering with Management minor
Lawrence University 1992 — 1995
Bachelor of Arts (B.A.), Physics
Oshkosh North High School 1988 — 1992
Joe Rhiel's Strong Capital Management Experience November 1994 - December 2004
Job
Industry Investment Management
Experience
Artisan Partners February 2006 - July 2013
Wells Fargo Advantage Funds January 2005 - February 2006
Strong Capital Management November 1994 - December 2004
Skills
Enterprise Architecture, Asset Management, Financial Services, Investment Management, IT Strategy, Disaster Recovery, Asset Managment, Integration, Equities, Investments, Vendor Management, Business Analysis, Portfolio Management, IT Management, Mutual Funds, Risk Management, Data Warehousing, SQL, Visio, Process Improvement, Business Intelligence, Agile Methodologies, Fixed Income, Hedge Funds, Requirements Analysis
Education
Marquette University 1986 — 1989
MBA
University of Wisconsin-Eau Claire 1980 — 1984
Business, MIS
Artisan Partners February 2006 - July 2013
Wells Fargo Advantage Funds January 2005 - February 2006
Strong Capital Management November 1994 - December 2004
Skills
Enterprise Architecture, Asset Management, Financial Services, Investment Management, IT Strategy, Disaster Recovery, Asset Managment, Integration, Equities, Investments, Vendor Management, Business Analysis, Portfolio Management, IT Management, Mutual Funds, Risk Management, Data Warehousing, SQL, Visio, Process Improvement, Business Intelligence, Agile Methodologies, Fixed Income, Hedge Funds, Requirements Analysis
Education
Marquette University 1986 — 1989
MBA
University of Wisconsin-Eau Claire 1980 — 1984
Business, MIS
Lawrence (Larry) Eakin's Strong Capital Management Experience September 2002 - May 2004
Job Vice President at Guyasuta Investment Advisors
Industry Investment Management
Experience
Guyasuta Investment Advisors July 2014 - Present
IAGNOSIS® July 2014 - Present
IAGNOSIS® April 2013 - June 2014
IAGNOSIS® June 2010 - April 2013
Meyer & Associates, Inc July 2009 - June 2010
Allegiant Asset Management - National City Bank May 2004 - June 2009
Strong Capital Management September 2002 - May 2004
Rockhaven Asset Management March 1997 - September 2002
Federated Investors March 1995 - March 1997
Westinghouse Research & Development Ctr 1994 - 1995
Skills
Strategy, Mergers & Acquisitions, Strategic Planning, Management, Cross-functional Team..., Business Strategy, Product Management, Investments, Finance, Healthcare, Venture Capital, Leadership, Risk Management, Entrepreneurship, Project Management, Start-ups, Analysis, Business Process, Executive Management, Competitive Analysis, Corporate Finance, Strategic Partnerships, Analytics, Business Development, Financial Modeling, Corporate Development, Consulting, Business Planning, Business Process..., Investment Management, Management Consulting, New Business Development, Private Equity, Strategic Consulting, Due Diligence, Commercialization, Mergers, Equities, Equity Research, Portfolio Management, Wealth Management
Education
Duquesne University 1990 — 1993
MBA
Clarion University of Pennsylvania 1985 — 1986
BS
Guyasuta Investment Advisors July 2014 - Present
IAGNOSIS® July 2014 - Present
IAGNOSIS® April 2013 - June 2014
IAGNOSIS® June 2010 - April 2013
Meyer & Associates, Inc July 2009 - June 2010
Allegiant Asset Management - National City Bank May 2004 - June 2009
Strong Capital Management September 2002 - May 2004
Rockhaven Asset Management March 1997 - September 2002
Federated Investors March 1995 - March 1997
Westinghouse Research & Development Ctr 1994 - 1995
Skills
Strategy, Mergers & Acquisitions, Strategic Planning, Management, Cross-functional Team..., Business Strategy, Product Management, Investments, Finance, Healthcare, Venture Capital, Leadership, Risk Management, Entrepreneurship, Project Management, Start-ups, Analysis, Business Process, Executive Management, Competitive Analysis, Corporate Finance, Strategic Partnerships, Analytics, Business Development, Financial Modeling, Corporate Development, Consulting, Business Planning, Business Process..., Investment Management, Management Consulting, New Business Development, Private Equity, Strategic Consulting, Due Diligence, Commercialization, Mergers, Equities, Equity Research, Portfolio Management, Wealth Management
Education
Duquesne University 1990 — 1993
MBA
Clarion University of Pennsylvania 1985 — 1986
BS
David Levenhagen, CFA's Strong Capital Management Experience July 2003 - December 2004
Job Equity Research Analyst at USAA
Industry Financial Services
Experience
USAA December 2013 - Present
Blackthorn Investment Group June 2013 - November 2013
Kornitzer Capital Management March 2005 - April 2013
Strong Capital Management July 2003 - December 2004
Northern Trust June 2002 - August 2002
Deutsche Asset Management July 1996 - July 2001
Skills
Portfolio Management, Investments, Equity Research, Financial Modeling, Valuation, Equities, Asset Management, Financial Analysis, Risk Management, Equity Valuation, Finance, Financial Risk, Strategy, Asset Allocation, Investment Strategies
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Finance
Kettering University 1993 — 1998
BS, Business Management
USAA December 2013 - Present
Blackthorn Investment Group June 2013 - November 2013
Kornitzer Capital Management March 2005 - April 2013
Strong Capital Management July 2003 - December 2004
Northern Trust June 2002 - August 2002
Deutsche Asset Management July 1996 - July 2001
Skills
Portfolio Management, Investments, Equity Research, Financial Modeling, Valuation, Equities, Asset Management, Financial Analysis, Risk Management, Equity Valuation, Finance, Financial Risk, Strategy, Asset Allocation, Investment Strategies
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Finance
Kettering University 1993 — 1998
BS, Business Management
Alida Harper Trocke's Strong Capital Management Experience 1994 - 1997
Job Consultant & Small Business Owner
Industry Human Resources
Experience
House on the Dirt Consulting LLC January 2007 - Present
Wild Root Market August 2010 - April 2014
Metavante Corporation 2006 - 2006
UMB Fund Services, Inc. 1997 - 2004
Strong Capital Management 1994 - 1997
Credit Agricole 1988 - 1994
Skills
Management, Process Improvement, Strategic Planning, Succession Planning, Employee Benefits, Employee Relations, Leadership Development, Team Leadership, Budgets, Change Management, Talent Acquisition, Mergers, Customer Service, Coaching, Social Media, Performance Management, Investments, Public Speaking, Microsoft Excel, Internal Communications, Compliance, Budgeting, Mentoring, Microsoft Office, Problem Solving, Fundraising, Excel, PowerPoint, Planning, Strategic Communications, Risk Management, Leadership, Human Resource..., Mergers, Program Management, Talent Management
Education
Loyola University Chicago 1990 — 1993
MS
Institut Commercial de Nancy 1988 — 1989
Post grad
Eastern Illinois University 1983 — 1987
BA
Université de Bourgogne 1985 — 1986
Certificate
House on the Dirt Consulting LLC January 2007 - Present
Wild Root Market August 2010 - April 2014
Metavante Corporation 2006 - 2006
UMB Fund Services, Inc. 1997 - 2004
Strong Capital Management 1994 - 1997
Credit Agricole 1988 - 1994
Skills
Management, Process Improvement, Strategic Planning, Succession Planning, Employee Benefits, Employee Relations, Leadership Development, Team Leadership, Budgets, Change Management, Talent Acquisition, Mergers, Customer Service, Coaching, Social Media, Performance Management, Investments, Public Speaking, Microsoft Excel, Internal Communications, Compliance, Budgeting, Mentoring, Microsoft Office, Problem Solving, Fundraising, Excel, PowerPoint, Planning, Strategic Communications, Risk Management, Leadership, Human Resource..., Mergers, Program Management, Talent Management
Education
Loyola University Chicago 1990 — 1993
MS
Institut Commercial de Nancy 1988 — 1989
Post grad
Eastern Illinois University 1983 — 1987
BA
Université de Bourgogne 1985 — 1986
Certificate
Chuck Seaks's Strong Capital Management Experience 1998 - 2000
Job Independent Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Brookdale Senior Living May 2011 - Present
Strong Capital Management 1998 - 2000
Skills
Customer Service, Database Administration, EMR, HIPAA, Healthcare, Healthcare Information..., Healthcare Management, Home Care, Hospitals, Integration, Leadership, Linux System..., Management, Microsoft Office, Oracle, Process Improvement, Project Management, Visio, Software Documentation
Education
Marquette University 1986 — 1990
University of Wisconsin-Milwaukee - Lubar School of Business
Brookdale Senior Living May 2011 - Present
Strong Capital Management 1998 - 2000
Skills
Customer Service, Database Administration, EMR, HIPAA, Healthcare, Healthcare Information..., Healthcare Management, Home Care, Hospitals, Integration, Leadership, Linux System..., Management, Microsoft Office, Oracle, Process Improvement, Project Management, Visio, Software Documentation
Education
Marquette University 1986 — 1990
University of Wisconsin-Milwaukee - Lubar School of Business
Phil Farina's Strong Capital Management Experience March 2001 - March 2005
Job Project Manager at The Nielsen Company
Industry Marketing and Advertising
Experience
The Nielsen Company August 2010 - Present
The Nielsen Company September 2007 - August 2010
Hewitt Associates May 2005 - September 2007
Strong Capital Management March 2001 - March 2005
Heartland Advisors January 2000 - March 2001
McHugh Software International May 1998 - January 2000
Skills
SDLC, Software Development, Software Project..., Requirements Analysis, Business Analysis, Requirements Gathering, Business Intelligence, Data Warehousing, Visio, Agile Methodologies, Process Improvement, Business Process..., SQL, Analytics, Program Management, SharePoint, Data Analysis, Cross-functional Team..., Enterprise Architecture, Project Management, MS Project, IT Strategy, ITIL, Leadership, Business Process
Education
Carroll University 1994 — 1998
Bachelor of Science, Computer Science
Viator
The Nielsen Company August 2010 - Present
The Nielsen Company September 2007 - August 2010
Hewitt Associates May 2005 - September 2007
Strong Capital Management March 2001 - March 2005
Heartland Advisors January 2000 - March 2001
McHugh Software International May 1998 - January 2000
Skills
SDLC, Software Development, Software Project..., Requirements Analysis, Business Analysis, Requirements Gathering, Business Intelligence, Data Warehousing, Visio, Agile Methodologies, Process Improvement, Business Process..., SQL, Analytics, Program Management, SharePoint, Data Analysis, Cross-functional Team..., Enterprise Architecture, Project Management, MS Project, IT Strategy, ITIL, Leadership, Business Process
Education
Carroll University 1994 — 1998
Bachelor of Science, Computer Science
Viator
Deborah Koch's Strong Capital Management Experience November 2000 - May 2003
Job Senior Executive / Strategist / Advisor / Fund & Portfolio Management / Shareholder Value Creation / Technology Sector
Industry Financial Services
Experience
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!
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!
Robin Bajczyk's Strong Capital Management Experience 1995 - 2005
Job Information Security Officer at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management January 2005 - Present
Strong Capital Management 1995 - 2005
Education
Michigan Technological University 1987 — 1992
Wells Capital Management January 2005 - Present
Strong Capital Management 1995 - 2005
Education
Michigan Technological University 1987 — 1992
David Dierking's Strong Capital Management Experience May 2000 - December 2003
Job ManagerFinance Corporate Treasury at BMO Harris Bank
Industry Banking
Experience
BMO Financial Group April 2012 - Present
BMO Financial Group April 2007 - April 2012
BMO Financial Group April 2005 - April 2007
BMO Financial Group December 2003 - April 2005
Strong Capital Management May 2000 - December 2003
Strong Capital Management March 1998 - May 2000
Strong Capital Management July 1996 - March 1998
Skills
Financial Analysis, QRM, SQL, Chartered Financial..., Interest Rate Risk..., Business Objects, Funds Transfer Pricing, Customer Profitability, Treasury Management, Database Marketing, ALM, Risk Modeling, Banking, Analysis, Forecasting, Portfolio Management, Financial Risk, Investments, Segmentation, Finance, Data Mining
Education
Michigan State University 1992 — 1996
Bachelor's Degree, Finance
Manistee High School
BMO Financial Group April 2012 - Present
BMO Financial Group April 2007 - April 2012
BMO Financial Group April 2005 - April 2007
BMO Financial Group December 2003 - April 2005
Strong Capital Management May 2000 - December 2003
Strong Capital Management March 1998 - May 2000
Strong Capital Management July 1996 - March 1998
Skills
Financial Analysis, QRM, SQL, Chartered Financial..., Interest Rate Risk..., Business Objects, Funds Transfer Pricing, Customer Profitability, Treasury Management, Database Marketing, ALM, Risk Modeling, Banking, Analysis, Forecasting, Portfolio Management, Financial Risk, Investments, Segmentation, Finance, Data Mining
Education
Michigan State University 1992 — 1996
Bachelor's Degree, Finance
Manistee High School
David Manthey's Strong Capital Management Experience 1992 - 1995
Job Managing Director Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. May 1995 - Present
Strong Capital Management 1992 - 1995
Skills
Investments, Financial Analysis, Valuation, Financial Modeling, Equity Valuation, Equities, Industry Analysis, Business Valuation, Public Speaking, Equity Research, Business Strategy, Alternative Investments, Private Equity
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Finance, MIS
Indiana University Bloomington 1993 — 1995
MBA, Finance, MIS
University of Wisconsin-Madison 1986 — 1990
Bachelor of Science (B.S.), Journalism
Robert W. Baird & Co. May 1995 - Present
Strong Capital Management 1992 - 1995
Skills
Investments, Financial Analysis, Valuation, Financial Modeling, Equity Valuation, Equities, Industry Analysis, Business Valuation, Public Speaking, Equity Research, Business Strategy, Alternative Investments, Private Equity
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Finance, MIS
Indiana University Bloomington 1993 — 1995
MBA, Finance, MIS
University of Wisconsin-Madison 1986 — 1990
Bachelor of Science (B.S.), Journalism
Dominique Gnaman's Strong Capital Management Experience 1997 - 2002
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
TIAA-CREF, Charlotte, NC. September 2007 - June 2008
TIAA-CREF,New York, NY August 2006 - March 2007
WELLS-FARGO, Roseville, MN. February 2006 - July 2006
Putnam Investments, Boston, MA April 2002 - October 2004
Strong Capital Management 1997 - 2002
Scudder, Stevens & Clark 1992 - 1997
Smart Ideas, Inc 1989 - 1992
BOSTON UNIVERSITY, Boston, MA 1988 - 1989
Manassa Systems, Inc 1986 - 1988
Education
Boston University 1987 — 1990
MS, Computer Information System
Boston University 1984 — 1986
MS, Computer Science
Abidjan University
BS, Physics
TIAA-CREF, Charlotte, NC. September 2007 - June 2008
TIAA-CREF,New York, NY August 2006 - March 2007
WELLS-FARGO, Roseville, MN. February 2006 - July 2006
Putnam Investments, Boston, MA April 2002 - October 2004
Strong Capital Management 1997 - 2002
Scudder, Stevens & Clark 1992 - 1997
Smart Ideas, Inc 1989 - 1992
BOSTON UNIVERSITY, Boston, MA 1988 - 1989
Manassa Systems, Inc 1986 - 1988
Education
Boston University 1987 — 1990
MS, Computer Information System
Boston University 1984 — 1986
MS, Computer Science
Abidjan University
BS, Physics
Daniel Reddy's Strong Capital Management Experience January 2001 - March 2004
Job Network Solutions Architect at CDW
Industry Computer Networking
Experience
CDW August 2010 - Present
Virtual Care Provider, Inc. November 2007 - August 2010
Virtual Care Provider, Inc. December 2005 - August 2010
Inacom Information Systems March 2004 - December 2005
Strong Capital Management January 2001 - March 2004
Strong Capital Management August 1997 - March 2004
Strong Capital Management September 1995 - August 1997
Allied Computer Group September 1993 - September 1995
Skills
Cisco Technologies, Disaster Recovery, Data Center, Telecommunications, Network Architecture, Network Security, IT Strategy, Security, Cloud Computing, Cisco IOS, Converged Infrastructure, Troubleshooting, Firewalls, CCNA, Unified Communications, Routing, HP, WAN, Network Engineering, High Availability, CCNP, Converged Communications, VPN, Network Design, SAN, Networking, Storage Area Networks, Virtualization, VMware ESX, Wireless Networking, VoIP, Switches, Network Administration, VMware, Citrix, Cisco Nexus, Routers, MPLS, LAN-WAN, Infrastructure
Education
Waukesha County Technical College 1986 — 1991
Technical Certificate
Milwaukee Area Technical College 1984 — 1986
Technical Certificate
CDW August 2010 - Present
Virtual Care Provider, Inc. November 2007 - August 2010
Virtual Care Provider, Inc. December 2005 - August 2010
Inacom Information Systems March 2004 - December 2005
Strong Capital Management January 2001 - March 2004
Strong Capital Management August 1997 - March 2004
Strong Capital Management September 1995 - August 1997
Allied Computer Group September 1993 - September 1995
Skills
Cisco Technologies, Disaster Recovery, Data Center, Telecommunications, Network Architecture, Network Security, IT Strategy, Security, Cloud Computing, Cisco IOS, Converged Infrastructure, Troubleshooting, Firewalls, CCNA, Unified Communications, Routing, HP, WAN, Network Engineering, High Availability, CCNP, Converged Communications, VPN, Network Design, SAN, Networking, Storage Area Networks, Virtualization, VMware ESX, Wireless Networking, VoIP, Switches, Network Administration, VMware, Citrix, Cisco Nexus, Routers, MPLS, LAN-WAN, Infrastructure
Education
Waukesha County Technical College 1986 — 1991
Technical Certificate
Milwaukee Area Technical College 1984 — 1986
Technical Certificate
Tom Zemek's Strong Capital Management Experience 1996 - 2005
Job Business Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Business Systems ConsultantWells Fargo Bank2005 - Present
Wells Fargo Institutional Retirement & Trust 2005 - Present
Strong 1996 - 2007
Strong 1996 - 2007
Strong Capital Management 1996 - 2005
Strong Financial 1996 - 2005
Strong Funds 1996 - 2005
Education
Milwaukee School of Engineering 1996 — 2000
Wells Fargo Business Systems ConsultantWells Fargo Bank2005 - Present
Wells Fargo Institutional Retirement & Trust 2005 - Present
Strong 1996 - 2007
Strong 1996 - 2007
Strong Capital Management 1996 - 2005
Strong Financial 1996 - 2005
Strong Funds 1996 - 2005
Education
Milwaukee School of Engineering 1996 — 2000
Scott Szwiec's Strong Capital Management Experience October 2001 - June 2003
Job CIO at M2J Think Box
Industry Computer Software
Experience
M2J Think Box June 2013 - Present
DentalPlans.com June 2003 - April 2013
Strong Capital Management October 2001 - June 2003
Software Architects 2000 - 2001
Skills
Process Improvement, Project Management, Visio, Business Analysis, Web Marketing, Cross-functional Team..., CRM, Program Management, Vendor Management, Software Development, Call Centers, Management, Leadership, Product Management, SDLC
Education
Marquette University 1997 — 2000
Bachelor, Computer Science
University of Wisconsin-Madison 1995 — 1996
General Studies
M2J Think Box June 2013 - Present
DentalPlans.com June 2003 - April 2013
Strong Capital Management October 2001 - June 2003
Software Architects 2000 - 2001
Skills
Process Improvement, Project Management, Visio, Business Analysis, Web Marketing, Cross-functional Team..., CRM, Program Management, Vendor Management, Software Development, Call Centers, Management, Leadership, Product Management, SDLC
Education
Marquette University 1997 — 2000
Bachelor, Computer Science
University of Wisconsin-Madison 1995 — 1996
General Studies
Dave McCune's Strong Capital Management Experience August 1993 - August 1997
Job DBA/SysAdmin at Pratt Industries
Industry Packaging and Containers
Experience
Pratt Industries July 2007 - Present
Lonestar Steakhouse and Saloon 2002 - 2007
Stark Investments March 2002 - August 2002
Koch Companies August 1997 - February 2002
Koch Industries, Inc 1997 - 2002
Strong Capital Management August 1993 - August 1997
TASC October 1990 - August 1993
Boeing May 1985 - October 1990
Skills
Disaster Recovery, Oracle, Database Design, SQL, Database Administration, Data Warehousing, Data Modeling, Sybase, T-SQL, Project Management, Business Analysis, Servers, Microsoft SQL Server, Databases, Oracle E-Business Suite, Business Intelligence, Integration
Education
Missouri State University 1978 — 1985
Master of Business Administration (MBA), Economics and Finance
Pratt Industries July 2007 - Present
Lonestar Steakhouse and Saloon 2002 - 2007
Stark Investments March 2002 - August 2002
Koch Companies August 1997 - February 2002
Koch Industries, Inc 1997 - 2002
Strong Capital Management August 1993 - August 1997
TASC October 1990 - August 1993
Boeing May 1985 - October 1990
Skills
Disaster Recovery, Oracle, Database Design, SQL, Database Administration, Data Warehousing, Data Modeling, Sybase, T-SQL, Project Management, Business Analysis, Servers, Microsoft SQL Server, Databases, Oracle E-Business Suite, Business Intelligence, Integration
Education
Missouri State University 1978 — 1985
Master of Business Administration (MBA), Economics and Finance
Jeffrey DuChateau's Strong Capital Management Experience June 1996 - April 2002
Job Senior Risk Manager at GE Capital
Industry Financial Services
Experience
GE Capital April 2006 - Present
GE Capital January 2005 - April 2006
American Family Insurance April 2002 - December 2004
Clarica June 2001 - April 2002
Strong Capital Management June 1996 - April 2002
Skills
Credit, Risk
Education
Marquette University 1999 — 2001
MBA
University of Wisconsin-Whitewater 1992 — 1996
BBA, Finance
GE Capital April 2006 - Present
GE Capital January 2005 - April 2006
American Family Insurance April 2002 - December 2004
Clarica June 2001 - April 2002
Strong Capital Management June 1996 - April 2002
Skills
Credit, Risk
Education
Marquette University 1999 — 2001
MBA
University of Wisconsin-Whitewater 1992 — 1996
BBA, Finance
Monica Wolfe's Strong Capital Management Experience 2000 - 2002
Job Business Systems Consultant for Fixed Income Investments at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management September 2014 - Present
U.S. Bancorp Fund Services May 2012 - September 2014
Northwestern Mutual May 2007 - March 2012
Northwestern Mutual 2002 - 2007
Strong Capital Management 2000 - 2002
Strong Capital Management 1997 - 2000
Strong Capital Management July 1996 - 1997
Shorewest Realtors November 1992 - July 1996
Skills
Investments, Microsoft Excel, Bloomberg, Windows 7, PeopleSoft, Omgeo Oasys, Microsoft Word, Microsoft Office, PowerPoint, Adobe, CMS, Factset, Lipper, Business Objects, Global One, PAM, PAS/DST, Confluence, XSP Corp Actions System, SWIFT messaging, Microsoft Access, Lotus Notes, Merrill NSAR, QuasarAccess
Education
University of Wisconsin-Platteville 1987 — 1990
Bachelor of Business Administration (BBA), Finance & Marketing
DePaul University 1986 — 1987
Accounting
Wells Capital Management September 2014 - Present
U.S. Bancorp Fund Services May 2012 - September 2014
Northwestern Mutual May 2007 - March 2012
Northwestern Mutual 2002 - 2007
Strong Capital Management 2000 - 2002
Strong Capital Management 1997 - 2000
Strong Capital Management July 1996 - 1997
Shorewest Realtors November 1992 - July 1996
Skills
Investments, Microsoft Excel, Bloomberg, Windows 7, PeopleSoft, Omgeo Oasys, Microsoft Word, Microsoft Office, PowerPoint, Adobe, CMS, Factset, Lipper, Business Objects, Global One, PAM, PAS/DST, Confluence, XSP Corp Actions System, SWIFT messaging, Microsoft Access, Lotus Notes, Merrill NSAR, QuasarAccess
Education
University of Wisconsin-Platteville 1987 — 1990
Bachelor of Business Administration (BBA), Finance & Marketing
DePaul University 1986 — 1987
Accounting
Angela Sjostrom's Strong Capital Management Experience 1996 - 1997
Job Consultant at FITS Inc.
Industry Financial Services
Experience
FITS Inc. January 2005 - Present
Thomson Reuters BETA Systems September 2012 - January 2013
Thomson Reuters BETA Systems August 2009 - September 2012
Thomson Reuters BETA Systems September 2008 - July 2009
Ameriprise Financial Services, Inc. January 2007 - December 2007
Broadridge Financial Solutions April 2005 - January 2007
Faegre & Benson LLP January 2005 - March 2005
Thomson Reuters BETA Systems July 1997 - December 2004
Strong Capital Management 1996 - 1997
Skills
Financial Services, Business Analysis, Mutual Funds, Back Office, Fixed Income, Securities, Software Documentation, Analysis, MS Project, SDLC, Equities, Series 7, Process Improvement, Data Analysis, User Acceptance Testing, Trading Systems, Testing, Requirements Gathering, Data Conversion
Education
Marquette University 1993 — 1997
Bachelor of Science (B.S.), Finance
FITS Inc. January 2005 - Present
Thomson Reuters BETA Systems September 2012 - January 2013
Thomson Reuters BETA Systems August 2009 - September 2012
Thomson Reuters BETA Systems September 2008 - July 2009
Ameriprise Financial Services, Inc. January 2007 - December 2007
Broadridge Financial Solutions April 2005 - January 2007
Faegre & Benson LLP January 2005 - March 2005
Thomson Reuters BETA Systems July 1997 - December 2004
Strong Capital Management 1996 - 1997
Skills
Financial Services, Business Analysis, Mutual Funds, Back Office, Fixed Income, Securities, Software Documentation, Analysis, MS Project, SDLC, Equities, Series 7, Process Improvement, Data Analysis, User Acceptance Testing, Trading Systems, Testing, Requirements Gathering, Data Conversion
Education
Marquette University 1993 — 1997
Bachelor of Science (B.S.), Finance
Eric Crigler's Strong Capital Management Experience July 1996 - December 2004
Job Principal, Skyhawk Capital Managment, LLC
Industry Investment Management
Experience
Skyhawk Capital Managment, LLC January 2005 - December 2009
Strong Capital Management July 1996 - December 2004
Education
Indiana University - Kelley School of Business 1994 — 1996
MBA, Finance
Murray State University 1985 — 1990
BS, Mathmatics
Skyhawk Capital Managment, LLC January 2005 - December 2009
Strong Capital Management July 1996 - December 2004
Education
Indiana University - Kelley School of Business 1994 — 1996
MBA, Finance
Murray State University 1985 — 1990
BS, Mathmatics
David Bilthuis's Strong Capital Management Experience 1997 - 1999
Job Software Development Manager at Oracle
Industry Computer Software
Experience
Oracle October 2013 - Present
Oracle March 1999 - Present
Strong Capital Management 1997 - 1999
Northwestern Mutual Life January 1992 - March 1997
Skills
SOA, Web Services, SQL Server, XML, SQL, JD Edwards, JD Edwards One View...
Education
Purdue University 1988 — 1991
Bachelor of Science (B.S.), Computer/Information Technology Administration and Management
Oracle October 2013 - Present
Oracle March 1999 - Present
Strong Capital Management 1997 - 1999
Northwestern Mutual Life January 1992 - March 1997
Skills
SOA, Web Services, SQL Server, XML, SQL, JD Edwards, JD Edwards One View...
Education
Purdue University 1988 — 1991
Bachelor of Science (B.S.), Computer/Information Technology Administration and Management
Richard Scanlan's Strong Capital Management Experience 1999 - 2004
Job Manager Data Center Services at Northwestern Mutual
Industry Information Technology and Services
Experience
Northwestern Mutual October 2014 - Present
Northwestern Mutual April 2012 - October 2014
St. Paul Catholic School - Genesee 2011 - 2013
Northwestern Mutual September 2004 - April 2012
Strong Financial Corporation September 1999 - September 2004
Strong Funds 1999 - 2004
Strong Capital Management 1999 - 2004
MCI May 1994 - September 1999
Skills
Disaster Recovery, Data Center, Windows Server, SharePoint, Enterprise Architecture, IT Strategy, Network Security, Linux, VMware, SDLC, Vendor Management, Active Directory, Storage, SAN, Information Technology, Servers, Hardware, Business Analysis, Virtualization, Security, Solution Architecture, Visio, Cloud Computing, ITIL, Unix, Business Continuity, DNS, Citrix, Infrastructure, Network Architecture, IT Management, System Administration, Cisco Technologies, Firewalls
Education
Carroll College 2013 — 2015
Master's degree, Business Administration and Management, General
Concordia University-Wisconsin 2002 — 2004
BA, Management and Communication
Northwestern Mutual October 2014 - Present
Northwestern Mutual April 2012 - October 2014
St. Paul Catholic School - Genesee 2011 - 2013
Northwestern Mutual September 2004 - April 2012
Strong Financial Corporation September 1999 - September 2004
Strong Funds 1999 - 2004
Strong Capital Management 1999 - 2004
MCI May 1994 - September 1999
Skills
Disaster Recovery, Data Center, Windows Server, SharePoint, Enterprise Architecture, IT Strategy, Network Security, Linux, VMware, SDLC, Vendor Management, Active Directory, Storage, SAN, Information Technology, Servers, Hardware, Business Analysis, Virtualization, Security, Solution Architecture, Visio, Cloud Computing, ITIL, Unix, Business Continuity, DNS, Citrix, Infrastructure, Network Architecture, IT Management, System Administration, Cisco Technologies, Firewalls
Education
Carroll College 2013 — 2015
Master's degree, Business Administration and Management, General
Concordia University-Wisconsin 2002 — 2004
BA, Management and Communication
Greg McElwain's Strong Capital Management Experience January 2003 - December 2004
Job Application Development Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2011 - Present
Wells Fargo Advantage Funds January 2005 - April 2011
Strong Capital Management January 2003 - December 2004
GE Healthcare 2000 - December 2002
GE Healthcare January 1994 - July 2000
Education
Milwaukee School of Engineering
Robert W. Baird & Co. May 2011 - Present
Wells Fargo Advantage Funds January 2005 - April 2011
Strong Capital Management January 2003 - December 2004
GE Healthcare 2000 - December 2002
GE Healthcare January 1994 - July 2000
Education
Milwaukee School of Engineering
Bill Jacobson's Strong Capital Management Experience January 2001 - February 2004
Job Manager Investment Technology at Artisan Partners
Industry Investment Management
Experience
Artisan Partners September 2013 - Present
Artisan Partners June 2007 - August 2013
M&I Invesment Management Corp. March 2004 - June 2007
Strong Capital Management January 2001 - February 2004
Education
Marquette University 2004 — 2008
MBA, Finance Emphasis
University of Wisconsin-Eau Claire 1995 — 2000
BBA, Finance and Economics
Prior Lake Senior High 1990 — 1995
Artisan Partners September 2013 - Present
Artisan Partners June 2007 - August 2013
M&I Invesment Management Corp. March 2004 - June 2007
Strong Capital Management January 2001 - February 2004
Education
Marquette University 2004 — 2008
MBA, Finance Emphasis
University of Wisconsin-Eau Claire 1995 — 2000
BBA, Finance and Economics
Prior Lake Senior High 1990 — 1995
Alan Haga's Strong Capital Management Experience 2000 - 2003
Job Project Manager at Silverline
Industry Financial Services
Experience
Silverline August 2015 - Present
Artisan Partners January 2015 - August 2015
Merz Aesthetics Inc. April 2013 - December 2014
Wells Fargo Advantage Funds April 2000 - April 2013
Strong Capital Management 2000 - 2003
Electronic Data Systems 1984 - 1995
Skills
SDLC, PMO, Project Portfolio..., Scrum, Vendor Management, Software Project..., PMP, IT Strategy, Program Management, Agile Project Management, Visio, Business Process..., Project Management, Waterfall, CRM, Financial Services, Project Planning, Agile Methodologies, Business Analysis, Cross-functional Team..., Enterprise Architecture, Requirements Analysis, Requirements Gathering
Education
DeVry University-Missouri 1981 — 1984
Bachelor of Science (B.S.), Computer Science
Silverline August 2015 - Present
Artisan Partners January 2015 - August 2015
Merz Aesthetics Inc. April 2013 - December 2014
Wells Fargo Advantage Funds April 2000 - April 2013
Strong Capital Management 2000 - 2003
Electronic Data Systems 1984 - 1995
Skills
SDLC, PMO, Project Portfolio..., Scrum, Vendor Management, Software Project..., PMP, IT Strategy, Program Management, Agile Project Management, Visio, Business Process..., Project Management, Waterfall, CRM, Financial Services, Project Planning, Agile Methodologies, Business Analysis, Cross-functional Team..., Enterprise Architecture, Requirements Analysis, Requirements Gathering
Education
DeVry University-Missouri 1981 — 1984
Bachelor of Science (B.S.), Computer Science
Kelly Mainelli's Strong Capital Management Experience June 1999 - April 2000
Job Director Fixed IncomeDirect Investments, Russell Investment Group
Industry Investment Management
Experience
Russell Investment Group June 2007 - Present
Bank of America-Columbia Management June 2002 - June 2007
Montgomery Asset Management May 2000 - June 2002
Strong Capital Management June 1999 - April 2000
American Frontier Financial May 1994 - May 1999
Skills
Investments, Fixed Income, Portfolios, Cash, Asset Management, Portfolio Management, Trading, Risk, Financial Risk, Strategy, Corporate Finance, Cash Management, Investment Strategies, Asset Managment, Alternative Investments, Bonds, Bloomberg
Education
University of Colorado Denver 1994 — 1997
MBA, Finance, General
Merrimack College 1985 — 1989
Bachelor of Science (BS), Finance, General
Russell Investment Group June 2007 - Present
Bank of America-Columbia Management June 2002 - June 2007
Montgomery Asset Management May 2000 - June 2002
Strong Capital Management June 1999 - April 2000
American Frontier Financial May 1994 - May 1999
Skills
Investments, Fixed Income, Portfolios, Cash, Asset Management, Portfolio Management, Trading, Risk, Financial Risk, Strategy, Corporate Finance, Cash Management, Investment Strategies, Asset Managment, Alternative Investments, Bonds, Bloomberg
Education
University of Colorado Denver 1994 — 1997
MBA, Finance, General
Merrimack College 1985 — 1989
Bachelor of Science (BS), Finance, General
Brian Wells's Strong Capital Management Experience January 2002 - August 2002
Job Product Director at Optum
Industry Hospital & Health Care
Experience
UnitedHealth Group June 2015 - Present
UnitedHealth Group September 2014 - June 2015
DICK'S Sporting Goods May 2013 - August 2013
Clayton Fixed Income Services April 2011 - August 2012
Clayton Fixed Income Services July 2007 - April 2011
Clayton Fixed Income Services October 2003 - July 2007
Strong Capital Management January 2002 - August 2002
Skills
Business Process Design, Business Process..., Completed Six Sigma..., Operations Management, Manage Client..., Analysis, Mortgage Backed..., Software Development, Vendor Relationships, Management, Business Process, Asset Management, Pricing Strategy, Retail, Leadership, Cross-functional Team..., Analytics, Financial Analysis, Financial Modeling, Consulting, Data Analysis, Project Management, CRM, Strategy, Marketing
Education
Indiana University Bloomington 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Business Analytics, Marketing minor
DePauw University 1999 — 2003
Bachelor of Arts (BA), Economics
Carmel High School
UnitedHealth Group June 2015 - Present
UnitedHealth Group September 2014 - June 2015
DICK'S Sporting Goods May 2013 - August 2013
Clayton Fixed Income Services April 2011 - August 2012
Clayton Fixed Income Services July 2007 - April 2011
Clayton Fixed Income Services October 2003 - July 2007
Strong Capital Management January 2002 - August 2002
Skills
Business Process Design, Business Process..., Completed Six Sigma..., Operations Management, Manage Client..., Analysis, Mortgage Backed..., Software Development, Vendor Relationships, Management, Business Process, Asset Management, Pricing Strategy, Retail, Leadership, Cross-functional Team..., Analytics, Financial Analysis, Financial Modeling, Consulting, Data Analysis, Project Management, CRM, Strategy, Marketing
Education
Indiana University Bloomington 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Business Analytics, Marketing minor
DePauw University 1999 — 2003
Bachelor of Arts (BA), Economics
Carmel High School
Patti Ulwelling's Strong Capital Management Experience 2000 - 2004
Job Organizational Development Specialist
Industry Insurance
Experience
MGIC August 2004 - Present
West Allis-West Milwaukee School District April 2013 - Present
Strong Investments March 2000 - August 2004
Southeastern Wisconsin ASTD 2004 - 2004
Strong Capital Management 2000 - 2004
Cardinal Stritch University August 1991 - August 1999
Education
Cardinal Stritch University
MBA, Corporate Management
Marquette University
M.A., Communications
ASTD 2012 — 2012
Managing Organizational Knowledge Certificate
SPHR from HRCI 2008 — 2014
SPHR, Senior Practitioner in Human Resources
Southeastern Wisconsin ASTD 2004 — 2005
Certificate, Organization Development
MGIC August 2004 - Present
West Allis-West Milwaukee School District April 2013 - Present
Strong Investments March 2000 - August 2004
Southeastern Wisconsin ASTD 2004 - 2004
Strong Capital Management 2000 - 2004
Cardinal Stritch University August 1991 - August 1999
Education
Cardinal Stritch University
MBA, Corporate Management
Marquette University
M.A., Communications
ASTD 2012 — 2012
Managing Organizational Knowledge Certificate
SPHR from HRCI 2008 — 2014
SPHR, Senior Practitioner in Human Resources
Southeastern Wisconsin ASTD 2004 — 2005
Certificate, Organization Development
Thomas Nolte's Strong Capital Management Experience 1995 - 2005
Job Director, Relationship Management at BMO Global Asset Management
Industry Investment Management
Experience
BMO Global Asset Management July 2011 - Present
M&I Investment Management Corp 2007 - 2011
Strong Capital Management 1995 - 2005
Reinhart Boerner Van Deuren s.c. 1987 - 1995
Education
University of Wisconsin Law School 1984 — 1987
JD
Marquette University 1980 — 1984
BA, Political Science, Economics
BMO Global Asset Management July 2011 - Present
M&I Investment Management Corp 2007 - 2011
Strong Capital Management 1995 - 2005
Reinhart Boerner Van Deuren s.c. 1987 - 1995
Education
University of Wisconsin Law School 1984 — 1987
JD
Marquette University 1980 — 1984
BA, Political Science, Economics
Caroline (Boza) Laviolette's Strong Capital Management Experience January 2003 - July 2003
Job Volunteer at Northwestern Memorial Hospital
Industry Investment Management
Experience
Shedd Aquarium October 2008 - Present
Bar Method February 2010 - August 2011
Northwestern Memorial Hospital January 2009 - 2010
Bank of America February 2008 - April 2008
Bank of America June 2005 - February 2008
Gelber Group March 2004 - June 2005
Strong Investments July 2003 - March 2004
Strong Capital Management January 2003 - July 2003
CFA Intership 2002 - 2002
Skills
Portfolio Management
Education
University of Wisconsin-Madison 1999 — 2002
Consumer Science - Personal Finance
Miami University 1998 — 1999
Pre-Business
Waubonsie Valley High School
Shedd Aquarium October 2008 - Present
Bar Method February 2010 - August 2011
Northwestern Memorial Hospital January 2009 - 2010
Bank of America February 2008 - April 2008
Bank of America June 2005 - February 2008
Gelber Group March 2004 - June 2005
Strong Investments July 2003 - March 2004
Strong Capital Management January 2003 - July 2003
CFA Intership 2002 - 2002
Skills
Portfolio Management
Education
University of Wisconsin-Madison 1999 — 2002
Consumer Science - Personal Finance
Miami University 1998 — 1999
Pre-Business
Waubonsie Valley High School
Penny Whiting-Stewart's Strong Capital Management Experience April 2000 - March 2005
Job Sr. Operations Analyst, Domestic Transfer Agent Services at Wells Fargo Funds Management, L.L.C.
Industry Financial Services
Experience
Wells Fargo Funds Management, L.L.C. April 2013 - Present
Wells Fargo Funds Management, L.L.C. January 2012 - March 2013
Wells Fargo Funds Management LLC March 2005 - March 2012
Strong Capital Management April 2000 - March 2005
Brewery Credit Union September 1981 - March 2000
Skills
Financial Services, Analysis, Management, Relationship Management, Mutual Funds, Account Reconciliation, Cross-functional Team..., Financial Risk, Banking, Leadership, ACH, Series 63, Fraud, Risk Management, Accounting, Asset Management, Securities
Education
Milwaukee Area Technical College 2005 — 2006
AAS, Management
Wells Fargo Funds Management, L.L.C. April 2013 - Present
Wells Fargo Funds Management, L.L.C. January 2012 - March 2013
Wells Fargo Funds Management LLC March 2005 - March 2012
Strong Capital Management April 2000 - March 2005
Brewery Credit Union September 1981 - March 2000
Skills
Financial Services, Analysis, Management, Relationship Management, Mutual Funds, Account Reconciliation, Cross-functional Team..., Financial Risk, Banking, Leadership, ACH, Series 63, Fraud, Risk Management, Accounting, Asset Management, Securities
Education
Milwaukee Area Technical College 2005 — 2006
AAS, Management
Pamela Voelz's Strong Capital Management Experience May 1997 - August 2005
Job Talent Development Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management August 2005 - Present
Strong Capital Management May 1997 - August 2005
Strong Capital Management August 1993 - May 1997
Strong Capital Management November 1991 - August 1993
Skills
Training, Financial Services, Talent Management, Strategic Planning, Asset Managment, Finance, Investments, Asset Management, Recruiting, Employee Benefits, Leadership, Mutual Funds
Education
Mount Mary University
Business Administration
Wells Capital Management August 2005 - Present
Strong Capital Management May 1997 - August 2005
Strong Capital Management August 1993 - May 1997
Strong Capital Management November 1991 - August 1993
Skills
Training, Financial Services, Talent Management, Strategic Planning, Asset Managment, Finance, Investments, Asset Management, Recruiting, Employee Benefits, Leadership, Mutual Funds
Education
Mount Mary University
Business Administration
Jamie McDonald, CFP®'s Strong Capital Management Experience 2001 - 2004
Job Investment Advisor at Heacock and Jones Financial Services
Industry Financial Services
Experience
Heacock and Jones Financial Services January 2012 - Present
Loras College September 2008 - Present
New York Life Insurance Company July 2011 - December 2011
Bernardi Investment Services June 2005 - July 2011
Harley Davidson Motor Company 2004 - 2005
Strong Capital Management 2001 - 2004
Education
Kansas State University 2006 — 2008
Master of Science, Personal Financial Planning
Loras College 1997 — 2001
Bachelor of Arts, Finance
Heacock and Jones Financial Services January 2012 - Present
Loras College September 2008 - Present
New York Life Insurance Company July 2011 - December 2011
Bernardi Investment Services June 2005 - July 2011
Harley Davidson Motor Company 2004 - 2005
Strong Capital Management 2001 - 2004
Education
Kansas State University 2006 — 2008
Master of Science, Personal Financial Planning
Loras College 1997 — 2001
Bachelor of Arts, Finance
Lauren Strasburg's Strong Capital Management Experience 2003 - 2005
Job Vice President, National Account Manager, Wells Fargo Asset Management
Industry Investment Management
Experience
Wells Fargo Asset Management January 2011 - Present
Wells Fargo Funds Distributor 2006 - April 2011
Strong Capital Management 2003 - 2005
Skills
Investments, Asset Allocation, Mutual Funds, Series 63, Series 7, Financial Services
Education
Marquette University 1999 — 2003
BA, Advertising, Marketing, Spanish
Wells Fargo Asset Management January 2011 - Present
Wells Fargo Funds Distributor 2006 - April 2011
Strong Capital Management 2003 - 2005
Skills
Investments, Asset Allocation, Mutual Funds, Series 63, Series 7, Financial Services
Education
Marquette University 1999 — 2003
BA, Advertising, Marketing, Spanish
Thomas Eck's Strong Capital Management Experience October 1999 - July 2001
Job Portfolio Manager at Cortina Asset Management
Industry Investment Management
Experience
Cortina Asset Management April 2004 - Present
US Bank July 2001 - April 2004
Strong Capital Management October 1999 - July 2001
State of Wisconsin Investment Board 1997 - 1999
Skills
Equities, Series 7, Investments, Bloomberg, Financial Modeling, Asset Management, Alternative Investments, Asset Allocation, Portfolio Management, Equity Research, Wealth Management, Valuation
Education
Marquette University 1993 — 1994
MBA, Finance
University of Notre Dame 1986 — 1990
BBA, Finance
Griffin HS
Cortina Asset Management April 2004 - Present
US Bank July 2001 - April 2004
Strong Capital Management October 1999 - July 2001
State of Wisconsin Investment Board 1997 - 1999
Skills
Equities, Series 7, Investments, Bloomberg, Financial Modeling, Asset Management, Alternative Investments, Asset Allocation, Portfolio Management, Equity Research, Wealth Management, Valuation
Education
Marquette University 1993 — 1994
MBA, Finance
University of Notre Dame 1986 — 1990
BBA, Finance
Griffin HS
Paul Kurtz's Strong Capital Management Experience 2002 - 2006
Job Director, Global Market Intelligence and Strategic Planning
Industry Industrial Automation
Experience
Rockwell Automation 2009 - Present
Rockwell Automation 2006 - 2009
Strong Capital Management 2002 - 2006
Strong Capital Management 2001 - 2002
Miller Brewing Company 1990 - 2001
Hamilton Sundstrand 1985 - 1990
Education
Northern Illinois University
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business
Bachelor of Business Administration (B.B.A.), Finance
Rockwell Automation 2009 - Present
Rockwell Automation 2006 - 2009
Strong Capital Management 2002 - 2006
Strong Capital Management 2001 - 2002
Miller Brewing Company 1990 - 2001
Hamilton Sundstrand 1985 - 1990
Education
Northern Illinois University
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business
Bachelor of Business Administration (B.B.A.), Finance
Cheri Van Eperen's Strong Capital Management Experience August 2001 - September 2005
Job Paralegal at Thrivent Financial for Lutherans
Industry Insurance
Experience
Thrivent Financial for Lutherans December 2013 - Present
Northwestern Mutual September 2005 - December 2013
Strong Capital Management August 2001 - September 2005
Catholic Financial Services Corporation March 1999 - August 2001
Thrivent Financial for Lutherans 1994 - 1999
Skills
Mutual Funds, FINRA, Securities, Compliance, Licensing, Customer Relations, Series 7, Investments, Financial Services, Investment Advisory, Fixed Annuities, Series 24, Wealth Management, Retirement Planning, Series 63, Customer Service, Insurance
Education
Cardinal Stritch University 1999 — 2002
Bachelors, Business Administration
Freedom High School 1984 — 1988
Thrivent Financial for Lutherans December 2013 - Present
Northwestern Mutual September 2005 - December 2013
Strong Capital Management August 2001 - September 2005
Catholic Financial Services Corporation March 1999 - August 2001
Thrivent Financial for Lutherans 1994 - 1999
Skills
Mutual Funds, FINRA, Securities, Compliance, Licensing, Customer Relations, Series 7, Investments, Financial Services, Investment Advisory, Fixed Annuities, Series 24, Wealth Management, Retirement Planning, Series 63, Customer Service, Insurance
Education
Cardinal Stritch University 1999 — 2002
Bachelors, Business Administration
Freedom High School 1984 — 1988
Christopher Pfeiffer's Strong Capital Management Experience July 1998 - December 2002
Job Founder and Owner, Trinity Ecommerce, Inc.
Industry Retail
Experience
Trinity Ecommerce, Inc. 2002 - Present
Strong Capital Management July 1998 - December 2002
Northwestern Mutual January 1997 - June 1998
Hewitt Associates October 1992 - December 1996
Hewitt Associates January 1989 - September 1992
Skills
Employee Benefits, Deferred Compensation, Executive Pay, Strategic Planning, New Business Development, Start-ups, Marketing Strategy, Business Strategy, Management, Marketing, Leadership, Strategy, Business Development, Team Building, Social Media Marketing, Small Business, Coaching, Sales Management, Leadership Development, Management Consulting, Financial Analysis, Sales, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MST, Taxation
University of Wisconsin-Madison - School of Business 1984 — 1988
BBA, Finance, Investment, and Banking
Abbot Pennings High School 1980 — 1984
Math Science
Trinity Ecommerce, Inc. 2002 - Present
Strong Capital Management July 1998 - December 2002
Northwestern Mutual January 1997 - June 1998
Hewitt Associates October 1992 - December 1996
Hewitt Associates January 1989 - September 1992
Skills
Employee Benefits, Deferred Compensation, Executive Pay, Strategic Planning, New Business Development, Start-ups, Marketing Strategy, Business Strategy, Management, Marketing, Leadership, Strategy, Business Development, Team Building, Social Media Marketing, Small Business, Coaching, Sales Management, Leadership Development, Management Consulting, Financial Analysis, Sales, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MST, Taxation
University of Wisconsin-Madison - School of Business 1984 — 1988
BBA, Finance, Investment, and Banking
Abbot Pennings High School 1980 — 1984
Math Science
Alan Bryant Hadfield's Strong Capital Management Experience 2000 - 2004
Job Regional Director at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo Asset Management 2000 - Present
Strong Capital Management 2000 - 2004
Skills
Strategic Partnerships, Consulting, Investments
Education
Brigham Young University 1993 — 2000
BA, Marketing Communications, Business
Huguenot Academy 1989 — 1993
Wells Fargo Asset Management 2000 - Present
Strong Capital Management 2000 - 2004
Skills
Strategic Partnerships, Consulting, Investments
Education
Brigham Young University 1993 — 2000
BA, Marketing Communications, Business
Huguenot Academy 1989 — 1993
Teri (Huckstorf) Gudynowski's Strong Capital Management Experience April 2000 - April 2005
Job Assistant Vice President Institutional Sales at M&I Investment Management Corp. a part of BMO Financial Group
Industry Investment Management
Experience
BMO Asset Management (Formerly M&I Investment Management) June 2005 - Present
Strong Capital Management April 2000 - April 2005
BNY Clearing Corp. January 1994 - March 2000
Skills
Investments, Wealth Management, Corporate Finance, Financial Analysis, Mutual Funds, Project Management, Portfolio Management, Asset Management, Bloomberg, Asset Allocation, Finance
Education
University of Wisconsin-Milwaukee 2010 — 2011
Marquette University 1989 — 1993
Bachelor of Science - Business Administration, Finance
Arrowhead High School
BMO Asset Management (Formerly M&I Investment Management) June 2005 - Present
Strong Capital Management April 2000 - April 2005
BNY Clearing Corp. January 1994 - March 2000
Skills
Investments, Wealth Management, Corporate Finance, Financial Analysis, Mutual Funds, Project Management, Portfolio Management, Asset Management, Bloomberg, Asset Allocation, Finance
Education
University of Wisconsin-Milwaukee 2010 — 2011
Marquette University 1989 — 1993
Bachelor of Science - Business Administration, Finance
Arrowhead High School
Lauren Turpin's Strong Capital Management Experience January 2002 - March 2004
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America September 2011 - Present
Bank of America July 2009 - August 2011
Accenture March 2005 - July 2009
Banc of America Investments November 2004 - March 2005
Strong Capital Management January 2002 - March 2004
Skills
Change Management, Transitions, Integrated Systems, Retail Banking, Credit Cards, Banking, Risk Management, Capital Markets, Business Process..., Mortgage Lending, Project Portfolio..., Vendor Management, Project Delivery, Wealth Management, Acquisition Integration, Analysis, Integration, Project Management
Education
University of North Carolina at Chapel Hill 2012 — 2015
Master of Library & Information Science (MLIS), Information Science/Studies
Babson College 1997 — 2001
BS, Business Administration
The London School of Economics and Political Science (LSE) 1999 — 2000
Central Piedmont Community College 2004 — 2008
Associate, Paralegal Technology
Bank of America September 2011 - Present
Bank of America July 2009 - August 2011
Accenture March 2005 - July 2009
Banc of America Investments November 2004 - March 2005
Strong Capital Management January 2002 - March 2004
Skills
Change Management, Transitions, Integrated Systems, Retail Banking, Credit Cards, Banking, Risk Management, Capital Markets, Business Process..., Mortgage Lending, Project Portfolio..., Vendor Management, Project Delivery, Wealth Management, Acquisition Integration, Analysis, Integration, Project Management
Education
University of North Carolina at Chapel Hill 2012 — 2015
Master of Library & Information Science (MLIS), Information Science/Studies
Babson College 1997 — 2001
BS, Business Administration
The London School of Economics and Political Science (LSE) 1999 — 2000
Central Piedmont Community College 2004 — 2008
Associate, Paralegal Technology
Paul Beste, CPA's Strong Capital Management Experience 1992 - 1997
Job Chief Risk Officer at Heartland Advisors, Inc.
Industry Investment Management
Experience
Heartland Advisors, Inc. July 2015 - Present
Heartland Advisors 1997 - June 2015
Strong Financial Services 1992 - 1997
Strong Capital Management 1992 - 1997
Strong Corneliuson Capital Management 1992 - 1997
Price Waterhouse Coopers formerly Coopers & Lybrand 1984 - 1992
Coopers & Lybrand 1984 - 1992
Skills
Mutual Funds, Securities, Investments, Investment Management, Financial Services, Alternative Investments, Hedge Funds, FINRA, Corporate Governance, 401k, Wealth Management, Investment Advisory, Series 7, Series 24, Series 65, Series 27, Series 99, Series 63, Series 3, Series 4, Mergers & Acquisitions, Equities, Asset Management, Tax, Financial Analysis, Finance
Education
University of Wisconsin-Milwaukee 1988 — 1992
MST, Taxation
Marquette University 1982 — 1984
MBA, Business
University of Wisconsin-Milwaukee - Lubar School of Business 1979 — 1982
BBA, Accounting
Heartland Advisors, Inc. July 2015 - Present
Heartland Advisors 1997 - June 2015
Strong Financial Services 1992 - 1997
Strong Capital Management 1992 - 1997
Strong Corneliuson Capital Management 1992 - 1997
Price Waterhouse Coopers formerly Coopers & Lybrand 1984 - 1992
Coopers & Lybrand 1984 - 1992
Skills
Mutual Funds, Securities, Investments, Investment Management, Financial Services, Alternative Investments, Hedge Funds, FINRA, Corporate Governance, 401k, Wealth Management, Investment Advisory, Series 7, Series 24, Series 65, Series 27, Series 99, Series 63, Series 3, Series 4, Mergers & Acquisitions, Equities, Asset Management, Tax, Financial Analysis, Finance
Education
University of Wisconsin-Milwaukee 1988 — 1992
MST, Taxation
Marquette University 1982 — 1984
MBA, Business
University of Wisconsin-Milwaukee - Lubar School of Business 1979 — 1982
BBA, Accounting
Brian Flynn, AIF's Strong Capital Management Experience 1999 - 2001
Job Experienced Retirement Professional
Industry Financial Services
Experience
Ameritas September 2014 - Present
John Hancock January 2006 - January 2014
John Hancock Retirement Plan Services January 2004 - December 2013
Strong Capital Managment January 2002 - June 2003
Howe Barnes Investments 2001 - 2002
Strong Capital Management 1999 - 2001
Watson Wyatt Worldwide 1996 - 1999
Skills
Retirement Planning, Managerial Finance, HR Consulting, 401k, Retirement, Mutual Funds, Series 7, Defined Benefit, Series 63, Investments, Wealth Management, Pensions, Strategic Financial..., Asset Allocation, Profit Sharing, Financial Services, Insurance, Employee Benefits, Retirement Plan..., Series 6, Investment Advisory, Financial Advisory, Series 65, FINRA, Building Relationships
Education
DePaul University 1990 — 1995
BS, Finance
Ameritas September 2014 - Present
John Hancock January 2006 - January 2014
John Hancock Retirement Plan Services January 2004 - December 2013
Strong Capital Managment January 2002 - June 2003
Howe Barnes Investments 2001 - 2002
Strong Capital Management 1999 - 2001
Watson Wyatt Worldwide 1996 - 1999
Skills
Retirement Planning, Managerial Finance, HR Consulting, 401k, Retirement, Mutual Funds, Series 7, Defined Benefit, Series 63, Investments, Wealth Management, Pensions, Strategic Financial..., Asset Allocation, Profit Sharing, Financial Services, Insurance, Employee Benefits, Retirement Plan..., Series 6, Investment Advisory, Financial Advisory, Series 65, FINRA, Building Relationships
Education
DePaul University 1990 — 1995
BS, Finance
Tara Mangelsen's Strong Capital Management Experience June 2000 - December 2004
Job Compliance Specialist at Artisan Partners
Industry Financial Services
Experience
Artisan Partners October 2013 - Present
Not Applicable November 2010 - October 2013
Artisan Partners November 2006 - October 2010
GE Healthcare September 2005 - November 2006
Wells Capital Management December 2004 - September 2005
Strong Capital Management June 2000 - December 2004
Skills
Mutual Funds, Equities, Marketing, Project Management, Marketing Communications
Education
Marquette University 2001 — 2004
MBA
University of Wisconsin-Whitewater 1996 — 2000
BBA, Finance
Artisan Partners October 2013 - Present
Not Applicable November 2010 - October 2013
Artisan Partners November 2006 - October 2010
GE Healthcare September 2005 - November 2006
Wells Capital Management December 2004 - September 2005
Strong Capital Management June 2000 - December 2004
Skills
Mutual Funds, Equities, Marketing, Project Management, Marketing Communications
Education
Marquette University 2001 — 2004
MBA
University of Wisconsin-Whitewater 1996 — 2000
BBA, Finance
Tighe Bronaugh's Strong Capital Management Experience 1999 - 2001
Job Enterprise Data Management at American Family Insurance
Industry Information Technology and Services
Experience
Kohl's Department Stores 2006 - 2009
Kohl's Department Stores 2001 - 2007
Strong Capital Management 1999 - 2001
Johnson Controls 1997 - 1999
Miller Brewing Company 1987 - 1997
Skills
Business Process, Business Intelligence, E-commerce, Strategic Planning, Software Development, Program Management, Strategy, Team Leadership, Business Process..., Management, Leadership, Project Management
Education
Marquette University
BS, Computer Science
Kohl's Department Stores 2006 - 2009
Kohl's Department Stores 2001 - 2007
Strong Capital Management 1999 - 2001
Johnson Controls 1997 - 1999
Miller Brewing Company 1987 - 1997
Skills
Business Process, Business Intelligence, E-commerce, Strategic Planning, Software Development, Program Management, Strategy, Team Leadership, Business Process..., Management, Leadership, Project Management
Education
Marquette University
BS, Computer Science
Bladen Burns's Strong Capital Management Experience 1996 - 2002
Job Partner at Fiduciary Management, Inc. (Of Milwaukee)
Industry Investment Management
Experience
Fiduciary Management, Inc. (Of Milwaukee) September 2002 - Present
Strong Capital Management 1996 - 2002
The Wellsley Group (now CRA Rogerscasey) June 1994 - May 1996
Brown Brothers Harriman September 1992 - June 1994
AIESEC Boston University 1988 - 1990
Education
Boston University Questrom School of Business 1988 — 1992
BSBA, Finance
West Windsor Plainsboro H.S.
Fiduciary Management, Inc. (Of Milwaukee) September 2002 - Present
Strong Capital Management 1996 - 2002
The Wellsley Group (now CRA Rogerscasey) June 1994 - May 1996
Brown Brothers Harriman September 1992 - June 1994
AIESEC Boston University 1988 - 1990
Education
Boston University Questrom School of Business 1988 — 1992
BSBA, Finance
West Windsor Plainsboro H.S.
Corey Lardinois's Strong Capital Management Experience 2003 - 2008
Job Network Engineer at Artisan Partners
Industry Investment Management
Experience
Artisan Partners October 2008 - Present
Artisan Partners Limited Partnership 2008 - Present
Wells Fargo Bank January 2005 - October 2008
Wells Fargo 2005 - 2008
Strong Capital Management 2003 - 2008
Strong Capital 2003 - 2008
Strong Financial Corporation April 2003 - December 2004
Ameritech 1995 - 1998
Education
Milwaukee School of Engineering 1991 — 1995
BS-EET, Electrical Engineering Technology
Artisan Partners October 2008 - Present
Artisan Partners Limited Partnership 2008 - Present
Wells Fargo Bank January 2005 - October 2008
Wells Fargo 2005 - 2008
Strong Capital Management 2003 - 2008
Strong Capital 2003 - 2008
Strong Financial Corporation April 2003 - December 2004
Ameritech 1995 - 1998
Education
Milwaukee School of Engineering 1991 — 1995
BS-EET, Electrical Engineering Technology
Ryan Dooyema - CIMA®'s Strong Capital Management Experience July 2003 - December 2004
Job Regional Director at Russell Investments
Industry Financial Services
Experience
Russell Investments July 2010 - Present
Russell Investment Group August 2004 - June 2010
Strong Capital Management July 2003 - December 2004
Strong Capital Management January 2004 - August 2004
Skills
Investments, Mutual Funds, Investment Management, Series 7, Investment Strategies, Financial Advisory, Investment Advisory, Alternative Investments, Financial Services, Wealth Management, ETFs, Series 63, Asset Allocation, Asset Management, Retirement Planning, Separately Managed...
Education
Dordt College 1999 — 2003
Business & Spanish, Finance
Russell Investments July 2010 - Present
Russell Investment Group August 2004 - June 2010
Strong Capital Management July 2003 - December 2004
Strong Capital Management January 2004 - August 2004
Skills
Investments, Mutual Funds, Investment Management, Series 7, Investment Strategies, Financial Advisory, Investment Advisory, Alternative Investments, Financial Services, Wealth Management, ETFs, Series 63, Asset Allocation, Asset Management, Retirement Planning, Separately Managed...
Education
Dordt College 1999 — 2003
Business & Spanish, Finance
DAN ANTONNEAU's Strong Capital Management Experience April 1995 - October 1996
Job Vice President, David Insurance agency
Industry Insurance
Experience
David Insurance Agency Inc October 1996 - Present
Boys and Girls Club of Kenosha 2010 - 2012
Strong Capital Management April 1995 - October 1996
Skills
Leadership, Insurance, CRM, Risk Management, Property & Casualty..., Marketing, Analysis, Customer Service, Time Management, Networking, Mutual Funds, Strategic Planning, Team Building, Investment Properties, Sales, Employee Benefits, Financial Analysis, Management, Finance, Account Management, Underwriting, Small Business, Banking, Sales Management, Training, Contract Negotiation, Negotiation, New Business Development
Education
Marquette University 2003 — 2004
MBA, International Business
Marquette University 1993 — 1996
BS, Finance
David Insurance Agency Inc October 1996 - Present
Boys and Girls Club of Kenosha 2010 - 2012
Strong Capital Management April 1995 - October 1996
Skills
Leadership, Insurance, CRM, Risk Management, Property & Casualty..., Marketing, Analysis, Customer Service, Time Management, Networking, Mutual Funds, Strategic Planning, Team Building, Investment Properties, Sales, Employee Benefits, Financial Analysis, Management, Finance, Account Management, Underwriting, Small Business, Banking, Sales Management, Training, Contract Negotiation, Negotiation, New Business Development
Education
Marquette University 2003 — 2004
MBA, International Business
Marquette University 1993 — 1996
BS, Finance
trevor moreno's Strong Capital Management Experience April 2001 - June 2004
Job Equity Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2014 - Present
Wells Capital Management June 2004 - May 2014
Strong Capital Management April 2001 - June 2004
Parker Hannifin 1996 - 1999
Education
Indiana University Bloomington 1999 — 2001
Master of Business Administration (MBA), investment management
Indiana University Bloomington 1991 — 1996
Bachelor's Degree, Finance & Accounting double major, Spanish & Economics double minor
Neuberger Berman May 2014 - Present
Wells Capital Management June 2004 - May 2014
Strong Capital Management April 2001 - June 2004
Parker Hannifin 1996 - 1999
Education
Indiana University Bloomington 1999 — 2001
Master of Business Administration (MBA), investment management
Indiana University Bloomington 1991 — 1996
Bachelor's Degree, Finance & Accounting double major, Spanish & Economics double minor
Carolyn Wilary's Strong Capital Management Experience June 2000 - April 2005
Job Vice President, Compliance Manager
Industry Financial Services
Experience
Wells Fargo Funds Distributor, LLC August 2007 - Present
Wells Fargo Funds Management, LLC April 2005 - August 2007
Strong Capital Management June 2000 - April 2005
Marquette University August 1999 - June 2000
A. B. L. E Incorporated June 1998 - February 1999
Education
Marquette University 1999 — 2000
University of Wisconsin-La Crosse 1995 — 1999
B.S.
Wells Fargo Funds Distributor, LLC August 2007 - Present
Wells Fargo Funds Management, LLC April 2005 - August 2007
Strong Capital Management June 2000 - April 2005
Marquette University August 1999 - June 2000
A. B. L. E Incorporated June 1998 - February 1999
Education
Marquette University 1999 — 2000
University of Wisconsin-La Crosse 1995 — 1999
B.S.
Jill Demski's Strong Capital Management Experience 2000 - 2004
Job Director of Compliance at Artisan Partners Limited Partnership
Industry Investment Management
Experience
Artisan Partners Limited Partnership June 2007 - Present
M&I Investment Management 2004 - 2007
Strong Capital Management 2000 - 2004
Education
Marquette University Law School
Juris Doctor (J.D.)
Cardinal Stritch University
MBA
Artisan Partners Limited Partnership June 2007 - Present
M&I Investment Management 2004 - 2007
Strong Capital Management 2000 - 2004
Education
Marquette University Law School
Juris Doctor (J.D.)
Cardinal Stritch University
MBA
Randy Braun's Strong Capital Management Experience March 2002 - July 2004
Job AIX Administrator at Foot Locker
Industry Retail
Experience
Foot Locker July 2004 - Present
Strong Capital Management March 2002 - July 2004
Trisept Solutions March 2000 - March 2002
Skills
Virtualization, Servers, Unix, Data Center, AIX, System Administration, Troubleshooting, TCP/IP, Hardware, TSM, Technical Support, Software Installation, Management, Windows
Education
Milwaukee Area Technical College 2003 — 2004
Networking Certificate, LAN Specialist
Milwaukee Area Technical College 1987 — 1989
Associate Degree, Electronic Technology
Foot Locker July 2004 - Present
Strong Capital Management March 2002 - July 2004
Trisept Solutions March 2000 - March 2002
Skills
Virtualization, Servers, Unix, Data Center, AIX, System Administration, Troubleshooting, TCP/IP, Hardware, TSM, Technical Support, Software Installation, Management, Windows
Education
Milwaukee Area Technical College 2003 — 2004
Networking Certificate, LAN Specialist
Milwaukee Area Technical College 1987 — 1989
Associate Degree, Electronic Technology
Kersten Larson's Strong Capital Management Experience 2003 - January 2005
Job Equity Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management January 2005 - Present
Strong Capital Management 2003 - January 2005
Strong Capital Managment 2001 - 2003
Strong Capital Management 2000 - 2001
Education
Ripon College 1996 — 2000
Bachelor's degree, Economics
Wells Capital Management January 2005 - Present
Strong Capital Management 2003 - January 2005
Strong Capital Managment 2001 - 2003
Strong Capital Management 2000 - 2001
Education
Ripon College 1996 — 2000
Bachelor's degree, Economics
Ozo Jaculewicz, CFA's Strong Capital Management Experience March 1998 - June 2004
Job Associate Portfolio Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2006 - Present
Wells Fargo Asset Management 2006 - Present
Metropolitan West Asset Management July 2004 - July 2006
Strong Capital Management March 1998 - June 2004
Skills
Alternative Investments, Asset Allocation, Asset Management, Investments, Mutual Funds, Portfolio Management
Education
Central Washington University 1990 — 1994
Bachelor of Science (B.S.), Economics
Wells Capital Management August 2006 - Present
Wells Fargo Asset Management 2006 - Present
Metropolitan West Asset Management July 2004 - July 2006
Strong Capital Management March 1998 - June 2004
Skills
Alternative Investments, Asset Allocation, Asset Management, Investments, Mutual Funds, Portfolio Management
Education
Central Washington University 1990 — 1994
Bachelor of Science (B.S.), Economics
Craig Mauermann's Strong Capital Management Experience 1993 - 2004
Job Managing Director, Senior Portfolio Manager
Industry Investment Management
Experience
M&I Investment Management, part of BMO Financial Group June 2004 - Present
Strong Capital Management 1993 - 2004
Skills
Accounting, Investments, Asset Managment, Fixed Income, Portfolio Management, Mutual Funds
Education
Marquette University 1990 — 1994
MBA, Business Administration
Marquette University 1986 — 1990
BA, Psychology, Communications
Monroe High School
M&I Investment Management, part of BMO Financial Group June 2004 - Present
Strong Capital Management 1993 - 2004
Skills
Accounting, Investments, Asset Managment, Fixed Income, Portfolio Management, Mutual Funds
Education
Marquette University 1990 — 1994
MBA, Business Administration
Marquette University 1986 — 1990
BA, Psychology, Communications
Monroe High School
Connie Wick's Strong Capital Management Experience June 1998 - November 2002
Job General Counsel / Chief Compliance Officer at Castle Creek Arbitrage LLC
Industry Investment Management
Experience
Castle Creek Arbitrage LLC 2010 - Present
Stark Investments 2006 - 2009
Vista360 November 2005 - June 2006
Heartland Advisors February 2003 - November 2005
Strong Capital Management June 1998 - November 2002
Skills
AML, Corporate Governance, FINRA, SEC, Investment Advisory..., FCPA, ERISA, Hedge Funds, Regulations, Securities, Due Diligence, Mutual Funds, Corporate Law, Anti Money Laundering, Asset Management, Equities
Education
Marquette University Law School 1995 — 1998
JD
University of Wisconsin-Milwaukee 1992 — 1995
MBA
Castle Creek Arbitrage LLC 2010 - Present
Stark Investments 2006 - 2009
Vista360 November 2005 - June 2006
Heartland Advisors February 2003 - November 2005
Strong Capital Management June 1998 - November 2002
Skills
AML, Corporate Governance, FINRA, SEC, Investment Advisory..., FCPA, ERISA, Hedge Funds, Regulations, Securities, Due Diligence, Mutual Funds, Corporate Law, Anti Money Laundering, Asset Management, Equities
Education
Marquette University Law School 1995 — 1998
JD
University of Wisconsin-Milwaukee 1992 — 1995
MBA
Cathleen Ebacher's Strong Capital Management Experience 1996 - 2001
Job Vice President & Global General CounselCenters of Excellence at Johnson Controls, Inc.
Industry Law Practice
Experience
Johnson Controls, Inc. November 2012 - Present
Johnson Controls, Inc. October 2011 - November 2012
Johnson Controls, Inc. April 2011 - October 2011
Johnson Controls December 2009 - April 2011
Metavante now, FIS 2006 - December 2009
Fiserv, Inc. 2001 - 2006
Strong Capital Management 1996 - 2001
Carson Pirie Scott 1992 - 1996
Reinhart Boerner 1989 - 1992
Skills
Mergers, Corporate Governance, Licensing, Due Diligence, Intellectual Property, Risk Management, Corporate Law, Joint Ventures, Strategic Planning, Contract Negotiation, Banking, Mutual Funds, Employment Law, Negotiation, Corporate Finance
Education
University of Wisconsin Law School 1986 — 1989
Juris Doctorate, Law
Marquette University 1984 — 1986
MA, Spanish
Marquette University 1980 — 1984
Honors BA, Political Science and Spanish
Johnson Controls, Inc. November 2012 - Present
Johnson Controls, Inc. October 2011 - November 2012
Johnson Controls, Inc. April 2011 - October 2011
Johnson Controls December 2009 - April 2011
Metavante now, FIS 2006 - December 2009
Fiserv, Inc. 2001 - 2006
Strong Capital Management 1996 - 2001
Carson Pirie Scott 1992 - 1996
Reinhart Boerner 1989 - 1992
Skills
Mergers, Corporate Governance, Licensing, Due Diligence, Intellectual Property, Risk Management, Corporate Law, Joint Ventures, Strategic Planning, Contract Negotiation, Banking, Mutual Funds, Employment Law, Negotiation, Corporate Finance
Education
University of Wisconsin Law School 1986 — 1989
Juris Doctorate, Law
Marquette University 1984 — 1986
MA, Spanish
Marquette University 1980 — 1984
Honors BA, Political Science and Spanish
Dean DuMonthier's Strong Capital Management Experience 1995 - 2002
Job Portfolio Manager Quantitative Investments Group at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman 2012 - Present
Copia Capital 2005 - 2011
Neuberger Berman 2002 - 2005
Strong Capital Management 1995 - 2002
Education
Northwestern University - Kellogg School of Management 1993 — 1995
Master of Business Administration (M.B.A.), Finance, Accounting, Marketing, Graduated with Honors
Lawrence University 1984 — 1988
Bachelor's Degree, Economics Mathematics
Neuberger Berman 2012 - Present
Copia Capital 2005 - 2011
Neuberger Berman 2002 - 2005
Strong Capital Management 1995 - 2002
Education
Northwestern University - Kellogg School of Management 1993 — 1995
Master of Business Administration (M.B.A.), Finance, Accounting, Marketing, Graduated with Honors
Lawrence University 1984 — 1988
Bachelor's Degree, Economics Mathematics
David Boschek's Strong Capital Management Experience November 1995 - December 2000
Job Unit Manager US Bank Fund Services
Industry Accounting
Experience
US Bank November 2012 - Present
Northwestern Mutual December 2000 - November 2012
Strong Capital Management November 1995 - December 2000
Skills
Accounting, Accounts Payable, Budgets, Finance, Financial Reporting
Education
Marquette University 1998 — 2002
MBA, Business
University of Wisconsin-Milwaukee - Lubar School of Business 1991 — 1994
Accounting, Business
US Bank November 2012 - Present
Northwestern Mutual December 2000 - November 2012
Strong Capital Management November 1995 - December 2000
Skills
Accounting, Accounts Payable, Budgets, Finance, Financial Reporting
Education
Marquette University 1998 — 2002
MBA, Business
University of Wisconsin-Milwaukee - Lubar School of Business 1991 — 1994
Accounting, Business
Sean Oliver's Strong Capital Management Experience 1989 - 2004
Job Vice President, Senior Director of Real Estate and Facilities
Industry Financial Services
Experience
FIS 2009 - Present
Fidelity National Information Services September 2007 - Present
Assurant Health June 2004 - August 2007
Wells Fargo (Strong Capital Management) 1990 - 2004
Strong Capital Management 1989 - 2004
Skills
Real Estate, Real Estate Transactions, Property Management, Facilities Management, Vendor Management, Process Improvement, Strategic Planning, Financial Analysis, Contract Negotiation, Risk Management, Team Building, Project Management
Education
Michigan State University
Master Certificate in Facilities Management, Facilities Management
University of Wisconsin
FIS 2009 - Present
Fidelity National Information Services September 2007 - Present
Assurant Health June 2004 - August 2007
Wells Fargo (Strong Capital Management) 1990 - 2004
Strong Capital Management 1989 - 2004
Skills
Real Estate, Real Estate Transactions, Property Management, Facilities Management, Vendor Management, Process Improvement, Strategic Planning, Financial Analysis, Contract Negotiation, Risk Management, Team Building, Project Management
Education
Michigan State University
Master Certificate in Facilities Management, Facilities Management
University of Wisconsin
Matt Laviolette's Strong Capital Management Experience 2003 - 2004
Job Trader at Vine Street Trading
Industry Capital Markets
Experience
Black Diamond Capital Group TraderVine Street TradingDecember 2010 - Present
Strong Capital Management 2003 - 2004
Education
Indiana University - Kelley School of Business 1998 — 2002
BS, Finance, Accounting
Indiana University Bloomington 1998 — 2002
Bachelor of Science, Finance and Accounting
Black Diamond Capital Group TraderVine Street TradingDecember 2010 - Present
Strong Capital Management 2003 - 2004
Education
Indiana University - Kelley School of Business 1998 — 2002
BS, Finance, Accounting
Indiana University Bloomington 1998 — 2002
Bachelor of Science, Finance and Accounting
Tania Rhinehart's Strong Capital Management Experience 1997 - 2002
Job Senior Technical Program Manager at Amazon
Industry Retail
Experience
Amazon January 2015 - Present
Kohl's Department Stores August 2013 - January 2015
Kohl's Department Stores August 2011 - August 2013
Kohl's Department Stores September 2008 - July 2011
Kohl's Department Stores September 2007 - September 2008
Kohl's Department Stores October 2004 - September 2007
Kohl's Department Stores July 2002 - October 2004
Strong Capital Management 1997 - 2002
Skills
Unix, SQL, Databases, Weblogic, Java, JMS, Enterprise Architecture, JDBC, Data Modeling, Data Integration, Application Architecture, Teradata, Informatica, AIX, Middleware, Performance Tuning, Solution Architecture, J2EE, Application Development, SAS, Microstrategy, Spotfire, Hadoop, Data Warehouse..., Data Warehousing, ETL, Java Enterprise Edition, Business Intelligence, Unix Shell Scripting, IT Strategy, Team Leadership, Business Analysis, Vendor Management, Integration, E-commerce, Business Process..., DB2, Master Data Management
Education
Marquette University 1993 — 1997
Bachelor of Science, Computer Science, Math, German
American International School - Vienna, Austria 1990 — 1993
US High School
Amazon January 2015 - Present
Kohl's Department Stores August 2013 - January 2015
Kohl's Department Stores August 2011 - August 2013
Kohl's Department Stores September 2008 - July 2011
Kohl's Department Stores September 2007 - September 2008
Kohl's Department Stores October 2004 - September 2007
Kohl's Department Stores July 2002 - October 2004
Strong Capital Management 1997 - 2002
Skills
Unix, SQL, Databases, Weblogic, Java, JMS, Enterprise Architecture, JDBC, Data Modeling, Data Integration, Application Architecture, Teradata, Informatica, AIX, Middleware, Performance Tuning, Solution Architecture, J2EE, Application Development, SAS, Microstrategy, Spotfire, Hadoop, Data Warehouse..., Data Warehousing, ETL, Java Enterprise Edition, Business Intelligence, Unix Shell Scripting, IT Strategy, Team Leadership, Business Analysis, Vendor Management, Integration, E-commerce, Business Process..., DB2, Master Data Management
Education
Marquette University 1993 — 1997
Bachelor of Science, Computer Science, Math, German
American International School - Vienna, Austria 1990 — 1993
US High School
Michael J. Halloran, CFA's Strong Capital Management Experience September 2000 - May 2004
Job Strategy Analyst at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott May 2012 - Present
Point Park University October 2009 - Present
BPU Investment Management, Inc. January 2010 - May 2012
Allegiant Asset Management May 2004 - July 2009
Strong Capital Management September 2000 - May 2004
PNC Capital Markets March 1998 - September 2000
Deloitte May 1997 - August 1997
United Technologies, Pratt & Whitney November 1986 - July 1996
Skills
Financial Modeling, Strategy, Financial Analysis, Mergers & Acquisitions, Investments, Finance, Corporate Finance, Capital Markets, Equities, Business Development, Derivatives, Management, Process Improvement, Analysis, Investment Strategies
Education
Carnegie Mellon University 1996 — 1998
MBA, Finance, Strategy, and Operations
University of Florida 1987 — 1993
M.S, Mechanical Engineering
University of Pittsburgh 1982 — 1986
B.S, Mechanical Engineering with Aerospace Option
Pittsburgh Central Catholic 1978 — 1982
CFA Institute
Janney Montgomery Scott May 2012 - Present
Point Park University October 2009 - Present
BPU Investment Management, Inc. January 2010 - May 2012
Allegiant Asset Management May 2004 - July 2009
Strong Capital Management September 2000 - May 2004
PNC Capital Markets March 1998 - September 2000
Deloitte May 1997 - August 1997
United Technologies, Pratt & Whitney November 1986 - July 1996
Skills
Financial Modeling, Strategy, Financial Analysis, Mergers & Acquisitions, Investments, Finance, Corporate Finance, Capital Markets, Equities, Business Development, Derivatives, Management, Process Improvement, Analysis, Investment Strategies
Education
Carnegie Mellon University 1996 — 1998
MBA, Finance, Strategy, and Operations
University of Florida 1987 — 1993
M.S, Mechanical Engineering
University of Pittsburgh 1982 — 1986
B.S, Mechanical Engineering with Aerospace Option
Pittsburgh Central Catholic 1978 — 1982
CFA Institute
Marques Crump's Strong Capital Management Experience June 1996 - August 1998
Job IS Technical Services Senior at Wisconsin Department of Transportation
Industry Information Technology and Services
Experience
Wisconsin Department of Transportation March 2014 - Present
Milwaukee Public Schools March 2010 - March 2014
Quad/Graphics October 2007 - January 2009
Openfirst (now Quad/Graphics) November 2004 - October 2007
Harley-Davidson Motor Company April 2001 - October 2002
Think Innovative Media October 2000 - February 2001
Tek Systems July 2000 - August 2000
Tek Systems October 1998 - June 1999
Strong Capital Management June 1996 - August 1998
Skills
SQL, Public Speaking, Team Building, Troubleshooting, Hardware, Account Management, Customer Service, Visio, Disaster Recovery, Unix, Visual Basic, Staff Development, Training, VPN, Help Desk Support, Leadership, Networking, Technical Support, Windows Server, Team Leadership, Windows 7, Teaching, Recruiting, Active Directory, Higher Education, Lotus Notes, Strategic Planning, VMware, Software Installation, Microsoft Office, PowerPoint, Databases, XP, Management, Software Documentation, System Administration, Servers, Call Center, Project Management, Linux, Windows XP
Education
Oklahoma Christian University 1995 — 1998
BS, Information Systems
Southwestern Christian College 1993 — 1995
Riverside University High School 1989 — 1993
Diploma
Wisconsin Department of Transportation March 2014 - Present
Milwaukee Public Schools March 2010 - March 2014
Quad/Graphics October 2007 - January 2009
Openfirst (now Quad/Graphics) November 2004 - October 2007
Harley-Davidson Motor Company April 2001 - October 2002
Think Innovative Media October 2000 - February 2001
Tek Systems July 2000 - August 2000
Tek Systems October 1998 - June 1999
Strong Capital Management June 1996 - August 1998
Skills
SQL, Public Speaking, Team Building, Troubleshooting, Hardware, Account Management, Customer Service, Visio, Disaster Recovery, Unix, Visual Basic, Staff Development, Training, VPN, Help Desk Support, Leadership, Networking, Technical Support, Windows Server, Team Leadership, Windows 7, Teaching, Recruiting, Active Directory, Higher Education, Lotus Notes, Strategic Planning, VMware, Software Installation, Microsoft Office, PowerPoint, Databases, XP, Management, Software Documentation, System Administration, Servers, Call Center, Project Management, Linux, Windows XP
Education
Oklahoma Christian University 1995 — 1998
BS, Information Systems
Southwestern Christian College 1993 — 1995
Riverside University High School 1989 — 1993
Diploma
Dave Ellenbecker's Strong Capital Management Experience May 2002 - June 2004
Job Customer Care Supervisor at DentaQuest
Industry Retail
Experience
DentaQuest January 2013 - Present
ManpowerGroup September 2011 - January 2013
BloodCenter of Wisconsin May 2010 - September 2011
BC Ziegler & Company December 2006 - June 2009
UMB Fund Services November 2005 - December 2006
Morgan Stanley November 2004 - November 2005
Strong Capital Management May 2002 - June 2004
Skills
Investments, Process Improvement, Mutual Funds, Financial Services, Asset Allocation, Strategic Planning, Strategic Financial..., Customer Service, Sales
Education
Marquette University 1998 — 2002
Business, Finance
Brown Deer High School
DentaQuest January 2013 - Present
ManpowerGroup September 2011 - January 2013
BloodCenter of Wisconsin May 2010 - September 2011
BC Ziegler & Company December 2006 - June 2009
UMB Fund Services November 2005 - December 2006
Morgan Stanley November 2004 - November 2005
Strong Capital Management May 2002 - June 2004
Skills
Investments, Process Improvement, Mutual Funds, Financial Services, Asset Allocation, Strategic Planning, Strategic Financial..., Customer Service, Sales
Education
Marquette University 1998 — 2002
Business, Finance
Brown Deer High School
Nelson Weine's Strong Capital Management Experience 1995 - 2000
Job Investment Advisor
Industry Investment Management
Experience
Oak Tree Financial Services, LLC November 2013 - Present
Landaas & Company May 2000 - October 2013
Strong Capital Management 1995 - 2000
various law firms 1972 - 1995
Internal Revenue Service 1969 - 1972
Skills
Retirement, Investment Management, Investments, Estate Planning, Investment Advisory, Mutual Funds, Asset Management, Tax, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, Estate Law, Financial Planners, Series 7, Tax Planning
Education
The George Washington University
Masters of Tax, National Law Center
The Ohio State University 1965 — 1968
Doctor of Law (JD)
Miami University 1961 — 1965
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Oak Tree Financial Services, LLC November 2013 - Present
Landaas & Company May 2000 - October 2013
Strong Capital Management 1995 - 2000
various law firms 1972 - 1995
Internal Revenue Service 1969 - 1972
Skills
Retirement, Investment Management, Investments, Estate Planning, Investment Advisory, Mutual Funds, Asset Management, Tax, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, Estate Law, Financial Planners, Series 7, Tax Planning
Education
The George Washington University
Masters of Tax, National Law Center
The Ohio State University 1965 — 1968
Doctor of Law (JD)
Miami University 1961 — 1965
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
William Lefkoski's Strong Capital Management Experience September 1994 - April 2003
Job Wolf Technologies Consulting & Sales LLC
Industry Computer Software
Experience
Wolf Technologies Consulting & Sales LLC 2003 - Present
Ticomix, Inc. May 2002 - Present
Strong Capital Management September 1994 - April 2003
Wells Fargo September 1994 - April 2003
Skills
Microsoft SQL Server, Databases, SQL, C#, Java, PHP, Oracle, HTML, Perl, Visual Basic, XML, Microsoft CRM, SugarCRM, ServiceNow
Education
Milwaukee School of Engineering 1999 — 2003
BAS, Business - Computer Networks
University of Wisconsin-Parkside 1991 — 1994
BAS, Physics
Gateway Technical College 1989 — 1992
AAS, Computer Sci - Programming
Wolf Technologies Consulting & Sales LLC 2003 - Present
Ticomix, Inc. May 2002 - Present
Strong Capital Management September 1994 - April 2003
Wells Fargo September 1994 - April 2003
Skills
Microsoft SQL Server, Databases, SQL, C#, Java, PHP, Oracle, HTML, Perl, Visual Basic, XML, Microsoft CRM, SugarCRM, ServiceNow
Education
Milwaukee School of Engineering 1999 — 2003
BAS, Business - Computer Networks
University of Wisconsin-Parkside 1991 — 1994
BAS, Physics
Gateway Technical College 1989 — 1992
AAS, Computer Sci - Programming
Ken Roedel, CFP's Strong Capital Management Experience October 1996 - October 1998
Job Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments October 1998 - Present
Strong Capital Management October 1996 - October 1998
Skills
Certified Financial..., Mutual Funds, Financial Advisory, Separately Managed..., Series 65, Series 7, Series 63, ETFs, Asset Allocation, Managing Accounts, Investment Advisory, Investment Strategies, Wealth Management, Securities, Retirement Planning, Investment Management, Investments, Asset Managment, Fixed Income
Education
Indiana University - Kelley School of Business 1991 — 1995
Finance
Nuveen Investments October 1998 - Present
Strong Capital Management October 1996 - October 1998
Skills
Certified Financial..., Mutual Funds, Financial Advisory, Separately Managed..., Series 65, Series 7, Series 63, ETFs, Asset Allocation, Managing Accounts, Investment Advisory, Investment Strategies, Wealth Management, Securities, Retirement Planning, Investment Management, Investments, Asset Managment, Fixed Income
Education
Indiana University - Kelley School of Business 1991 — 1995
Finance
Don Schwiermann's Strong Capital Management Experience 2002 - 2005
Job PartTime Math Tutor at Spalding University
Industry Computer Software
Experience
Spalding University June 2014 - Present
Spalding University May 2009 - Present
SunGard Business Systems 2005 - 2009
Strong Capital Management 2002 - 2005
Automatic Data Processing 2001 - 2002
Humana, Inc. 2000 - 2001
Wm. M. Mercer, Inc. / ADP 1987 - 1999
Louisville Golf Club Company 1982 - 1987
Kinnaird & Francke 1977 - 1982
City of Shively / MSD 1971 - 1977
Skills
Program Management, Project Management, Software Documentation, Business Analysis, Vendor Management, Process Improvement, Requirements Analysis, Strategic Planning, Benefits Administration, Microsoft Excel, Coaching, Customer Service
Education
Bellarmine University 1982 — 1986
BA, Computer Science
Bellarmine University 1967 — 1971
BA, Mathematics
Spalding University June 2014 - Present
Spalding University May 2009 - Present
SunGard Business Systems 2005 - 2009
Strong Capital Management 2002 - 2005
Automatic Data Processing 2001 - 2002
Humana, Inc. 2000 - 2001
Wm. M. Mercer, Inc. / ADP 1987 - 1999
Louisville Golf Club Company 1982 - 1987
Kinnaird & Francke 1977 - 1982
City of Shively / MSD 1971 - 1977
Skills
Program Management, Project Management, Software Documentation, Business Analysis, Vendor Management, Process Improvement, Requirements Analysis, Strategic Planning, Benefits Administration, Microsoft Excel, Coaching, Customer Service
Education
Bellarmine University 1982 — 1986
BA, Computer Science
Bellarmine University 1967 — 1971
BA, Mathematics
Anne Newhouse's Strong Capital Management Experience 1998 - 2001
Job Account Manager at WollerAnger & Company, LLC
Industry Insurance
Experience
Woller-Anger & Company, LLC June 2006 - Present
Aflac February 2003 - June 2006
ExecuTrain September 2001 - February 2003
Strong Capital Management 1998 - 2001
IKON Technology Services 1994 - 1998
Skills
Health Insurance, Insurance, Disability Insurance, Brokers, Property & Casualty..., Commercial Insurance, Life Insurance, Employee Benefits
Education
Alverno College 1991 — 1994
BA, Business & Management
Woller-Anger & Company, LLC June 2006 - Present
Aflac February 2003 - June 2006
ExecuTrain September 2001 - February 2003
Strong Capital Management 1998 - 2001
IKON Technology Services 1994 - 1998
Skills
Health Insurance, Insurance, Disability Insurance, Brokers, Property & Casualty..., Commercial Insurance, Life Insurance, Employee Benefits
Education
Alverno College 1991 — 1994
BA, Business & Management
Marina Carlson's Strong Capital Management Experience May 1991 - March 1999
Job
Industry Investment Management
Experience
Artisan Partners March 1999 - December 2010
Strong Capital Management May 1991 - March 1999
Stein Roe and Farnham, Inc. May 1986 - May 1991
Skills
Portfolio Management, Asset Management, Financial Modeling, Investments, Equities, Leadership, Valuation, Investment Management, Capital Markets, Investment Research, Non-profit Volunteering, Non-profit Leadership, Equity Research
Education
DePaul University 1987 — 1989
Master of Business Administration (MBA), Finance, General
Drake University 1982 — 1986
Bachelor of Business Administration (BBA), Finance Concentration
Artisan Partners March 1999 - December 2010
Strong Capital Management May 1991 - March 1999
Stein Roe and Farnham, Inc. May 1986 - May 1991
Skills
Portfolio Management, Asset Management, Financial Modeling, Investments, Equities, Leadership, Valuation, Investment Management, Capital Markets, Investment Research, Non-profit Volunteering, Non-profit Leadership, Equity Research
Education
DePaul University 1987 — 1989
Master of Business Administration (MBA), Finance, General
Drake University 1982 — 1986
Bachelor of Business Administration (BBA), Finance Concentration
Janice Kohlmann's Strong Capital Management Experience March 2000 - June 2004
Job Project Management Assistant at Fiserv
Industry Computer Software
Experience
Fiserv January 2009 - Present
Strong Capital Management March 2000 - June 2004
Skills
Microsoft Office, Microsoft Excel, Customer Service, Project Management
Education
Mount Mary College
Education Certification, Business Education, 6-12
University of Wisconsin-Oshkosh
Bachelor of Business Administration, Accounting
Fiserv January 2009 - Present
Strong Capital Management March 2000 - June 2004
Skills
Microsoft Office, Microsoft Excel, Customer Service, Project Management
Education
Mount Mary College
Education Certification, Business Education, 6-12
University of Wisconsin-Oshkosh
Bachelor of Business Administration, Accounting
dick weiss's Strong Capital Management Experience 1991 - 2004
Job managing director at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management January 2005 - Present
strong capital management 1991 - 2004
stein roe and farnham August 1975 - March 1991
Skills
Equities, Investments, Asset Managment, Equity Research, Portfolio Management, Mutual Funds, Series 7, Securities, Alternative Investments, Fixed Income, Wealth Management, Valuation, Series 63, Capital Markets, Financial Modeling, Private Equity, Risk Management, Due Diligence, Financial Analysis, Asset Allocation, Asset Management
Education
Harvard University 1973 — 1975
Master of Business Administration (MBA), distinction
USC 1969 — 1973
bs, Business Administration and Management, General
Wells Capital Management January 2005 - Present
strong capital management 1991 - 2004
stein roe and farnham August 1975 - March 1991
Skills
Equities, Investments, Asset Managment, Equity Research, Portfolio Management, Mutual Funds, Series 7, Securities, Alternative Investments, Fixed Income, Wealth Management, Valuation, Series 63, Capital Markets, Financial Modeling, Private Equity, Risk Management, Due Diligence, Financial Analysis, Asset Allocation, Asset Management
Education
Harvard University 1973 — 1975
Master of Business Administration (MBA), distinction
USC 1969 — 1973
bs, Business Administration and Management, General
Vito DeFrancisco's Strong Capital Management Experience September 1997 - January 2001
Job IT Operations Manager at Centurion Data Systems
Industry Information Technology and Services
Experience
Centurion Data Systems June 2001 - Present
Strong Capital Management September 1997 - January 2001
M&I Data Services January 1995 - September 1998
ASD - Advanced Systems Development January 1996 - January 1998
Williams Electric January 1992 - January 1994
Skills
Windows Server, Networking, Databases, Active Directory, XP, Backup Exec, Windows, Network Design, Troubleshooting, Operating Systems, Help Desk Support, Microsoft Exchange, Network Administration, Process Improvement, VPN, Unix, Hardware, Network Architecture, Disaster Recovery, Enterprise Architecture, Routers, Information Technology, Computer Hardware, Technical Support, Network Engineering, Servers, Software Installation, Microsoft SQL Server, SQL, VMware, Windows 7, Windows XP, Wireless Networking, DNS, System Administration, Group Policy, DHCP, Microsoft Office, VoIP, Microsoft Certified..., System Deployment, Sonicwall, Project Management
Education
Milwaukee School of Engineering 1993 — 1998
Bachelor of Applied Science (BASc), Computer/Information Technology Administration and Management
Mercer School 1987 — 1993
Student of life, Life, Passed and allowed to function in society solo
Centurion Data Systems June 2001 - Present
Strong Capital Management September 1997 - January 2001
M&I Data Services January 1995 - September 1998
ASD - Advanced Systems Development January 1996 - January 1998
Williams Electric January 1992 - January 1994
Skills
Windows Server, Networking, Databases, Active Directory, XP, Backup Exec, Windows, Network Design, Troubleshooting, Operating Systems, Help Desk Support, Microsoft Exchange, Network Administration, Process Improvement, VPN, Unix, Hardware, Network Architecture, Disaster Recovery, Enterprise Architecture, Routers, Information Technology, Computer Hardware, Technical Support, Network Engineering, Servers, Software Installation, Microsoft SQL Server, SQL, VMware, Windows 7, Windows XP, Wireless Networking, DNS, System Administration, Group Policy, DHCP, Microsoft Office, VoIP, Microsoft Certified..., System Deployment, Sonicwall, Project Management
Education
Milwaukee School of Engineering 1993 — 1998
Bachelor of Applied Science (BASc), Computer/Information Technology Administration and Management
Mercer School 1987 — 1993
Student of life, Life, Passed and allowed to function in society solo
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY