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
Kathy (Dougherty) Klein, CFP Kathy (Dougherty) Klein, CFP's Strong Capital Management Experience 2001 - April 2004
Job Consultant/Vice President, Park Place Capital Management, Inc.
Industry Financial Services
Experience
Park Place Capital Managment, Inc. February 2014 - Present
Marietta Investment Partners, LLC. 2004 - February 2014
Strong Capital Management 2001 - April 2004
National Institute for Estate Planning 1992 - 2001
Skills
Portfolio Management, Management, Strategic Financial..., Finance, Sales, Wealth, Asset Allocation, Wealth Management, Mutual Funds, Investments, Asset Management, Retirement Planning, Series 7, High Net Worth..., Investment Advisory, Investment Strategies, Equities, Alternative Investments, Investment Management, Estate Planning, Retirement, Risk Management, Strategy, Strategic Planning, Financial Analysis
Education
College For Financial Planning 1993 — 1997
CFP, Finance
University of Illinois at Chicago 1981 — 1983
Masters Program, Exercise Physiology
Saint Mary's University of Minnesota 1977 — 1980
BS, Biology
Park Place Capital Managment, Inc. February 2014 - Present
Marietta Investment Partners, LLC. 2004 - February 2014
Strong Capital Management 2001 - April 2004
National Institute for Estate Planning 1992 - 2001
Skills
Portfolio Management, Management, Strategic Financial..., Finance, Sales, Wealth, Asset Allocation, Wealth Management, Mutual Funds, Investments, Asset Management, Retirement Planning, Series 7, High Net Worth..., Investment Advisory, Investment Strategies, Equities, Alternative Investments, Investment Management, Estate Planning, Retirement, Risk Management, Strategy, Strategic Planning, Financial Analysis
Education
College For Financial Planning 1993 — 1997
CFP, Finance
University of Illinois at Chicago 1981 — 1983
Masters Program, Exercise Physiology
Saint Mary's University of Minnesota 1977 — 1980
BS, Biology
Bradley Bauter Bradley Bauter's Strong Capital Management Experience August 1999 - April 2001
Job Digital Marketing Specialist—Photographer—Dad
Industry Marketing and Advertising
Experience
International Foundation of Employee Benefit Plans June 2012 - Present
bauterdesign May 1999 - Present
International Foundation of Employee Benefit Plans February 2008 - May 2012
Blue Horse April 2001 - February 2008
Strong Capital Management August 1999 - April 2001
St. Norbert College August 1998 - June 1999
Skills
SEO, Search Engine Marketing, Advertising, Email Marketing, Graphic Design, Creative Direction, Corporate Identity, Layout, Social Media, Direct Mail, Photography, Marketing Strategy, Newsletters, Brochures, InDesign, Illustrator, Logo Design, Marketing, Integrated Marketing, Copywriting, Photoshop, Corporate Branding, Strategic Planning, Web Design, PowerPoint, Online Marketing, Search Analysis, Social Media Marketing, Google Adwords..., Informz, Art Direction, Corporate Communications, Packaging, Email Newsletter Design, Video Production, Adobe Creative Suite, Catalogs, Pre-press, Brand Development, Video Editing, Online Advertising, Creative Development, Facebook Advertising, Budgeting, Print Production, Production, Promotions, Logos, Retouching
Education
St. Norbert College 1995 — 1999
BA, Graphic Design
Nicolet High School 1991 — 1995
International Foundation of Employee Benefit Plans June 2012 - Present
bauterdesign May 1999 - Present
International Foundation of Employee Benefit Plans February 2008 - May 2012
Blue Horse April 2001 - February 2008
Strong Capital Management August 1999 - April 2001
St. Norbert College August 1998 - June 1999
Skills
SEO, Search Engine Marketing, Advertising, Email Marketing, Graphic Design, Creative Direction, Corporate Identity, Layout, Social Media, Direct Mail, Photography, Marketing Strategy, Newsletters, Brochures, InDesign, Illustrator, Logo Design, Marketing, Integrated Marketing, Copywriting, Photoshop, Corporate Branding, Strategic Planning, Web Design, PowerPoint, Online Marketing, Search Analysis, Social Media Marketing, Google Adwords..., Informz, Art Direction, Corporate Communications, Packaging, Email Newsletter Design, Video Production, Adobe Creative Suite, Catalogs, Pre-press, Brand Development, Video Editing, Online Advertising, Creative Development, Facebook Advertising, Budgeting, Print Production, Production, Promotions, Logos, Retouching
Education
St. Norbert College 1995 — 1999
BA, Graphic Design
Nicolet High School 1991 — 1995
Jack Reynolds Jack Reynolds's Strong Capital Management Experience May 1997 - December 1997
Job Managing Director, Grandhaven LLC
Industry Real Estate
Experience
Grandhaven, LLC February 2009 - Present
Westridge Capital Management September 1997 - February 2009
Strong Capital Management May 1997 - December 1997
Pacific Financial Research February 1992 - January 1996
Sanford C. Bernstein August 1990 - February 1992
Payden & Rygel 1984 - 1992
A G. Becker 1982 - 1984
Skills
Institutional Investors, Fund Of Funds, Wall Street, Alternative Investments, Investor Relations, Investment Strategies, Investors, Hedging, Capital Markets, Client Service, Private Placements, Investor Presentations, Real Estate Investment, Foundations, Hedge Funds, Financial Markets, Equities, Fixed Income, Bonds, Stock, Debt, Real Estate, Investments, Securities, Asset Management, Consumer Products, Asset Managment, Investment Properties, Financial Services, Due Diligence, Mutual Funds, Mergers & Acquisitions, Business Development, Asset Allocation, Institutional..., Venture Capital, Brokerage, Emerging Markets, Finance, Investment Management, Disposition, Financial Structuring, Real Estate Economics, Portfolio Management, Valuation, Commercial Real Estate, Capital, Structured Finance, Real Estate Financing, Asset
Education
University of Southern California - Marshall School of Business 1971 — 1973
MBA, Marketing
University of Southern California 1966 — 1970
BA, English
Grandhaven, LLC February 2009 - Present
Westridge Capital Management September 1997 - February 2009
Strong Capital Management May 1997 - December 1997
Pacific Financial Research February 1992 - January 1996
Sanford C. Bernstein August 1990 - February 1992
Payden & Rygel 1984 - 1992
A G. Becker 1982 - 1984
Skills
Institutional Investors, Fund Of Funds, Wall Street, Alternative Investments, Investor Relations, Investment Strategies, Investors, Hedging, Capital Markets, Client Service, Private Placements, Investor Presentations, Real Estate Investment, Foundations, Hedge Funds, Financial Markets, Equities, Fixed Income, Bonds, Stock, Debt, Real Estate, Investments, Securities, Asset Management, Consumer Products, Asset Managment, Investment Properties, Financial Services, Due Diligence, Mutual Funds, Mergers & Acquisitions, Business Development, Asset Allocation, Institutional..., Venture Capital, Brokerage, Emerging Markets, Finance, Investment Management, Disposition, Financial Structuring, Real Estate Economics, Portfolio Management, Valuation, Commercial Real Estate, Capital, Structured Finance, Real Estate Financing, Asset
Education
University of Southern California - Marshall School of Business 1971 — 1973
MBA, Marketing
University of Southern California 1966 — 1970
BA, English
Alan Krenke Alan Krenke's Strong Capital Management Experience May 1996 - February 2005
Job Chairman and Owner of Quest CE
Industry Financial Services
Experience
Quest CE February 2005 - Present
Strong Capital Management May 1996 - February 2005
Strong Funds May 1989 - May 1996
Skills
Needs Analysis, Compliance Training, FINRA, Financial Services, Insurance, Training, New Business Development, Vendor Management, Asset Managment, Continuing Education, Sales Management, Investments, Mutual Funds, Retirement Planning, Asset Management, Social Media, Leadership, Strategic Financial..., Securities, Executive Management, Alternative Investments, Series 7, Series 6, Portfolio Management, Investment Advisory, Banking, Options, Series 63, Financial Markets, Trading, Wealth Management, Equities, Series 65, Investment Management, Fixed Income, 401k, Asset Allocation, Financial Planning
Education
University of Nebraska at Kearney 1975 — 1979
Bachelor of Science, Biology
Quest CE February 2005 - Present
Strong Capital Management May 1996 - February 2005
Strong Funds May 1989 - May 1996
Skills
Needs Analysis, Compliance Training, FINRA, Financial Services, Insurance, Training, New Business Development, Vendor Management, Asset Managment, Continuing Education, Sales Management, Investments, Mutual Funds, Retirement Planning, Asset Management, Social Media, Leadership, Strategic Financial..., Securities, Executive Management, Alternative Investments, Series 7, Series 6, Portfolio Management, Investment Advisory, Banking, Options, Series 63, Financial Markets, Trading, Wealth Management, Equities, Series 65, Investment Management, Fixed Income, 401k, Asset Allocation, Financial Planning
Education
University of Nebraska at Kearney 1975 — 1979
Bachelor of Science, Biology
Linda Meints Linda Meints's Strong Capital Management Experience June 1997 - June 2000
Job Senior Compliance Officer at Victory Capital
Industry Investment Management
Experience
Victory Capital November 2014 - Present
Munder Capital Management October 2000 - October 2014
Strong Capital Management June 1997 - June 2000
WELLS FARGO BANK, N.A. August 1996 - June 1997
FDIC 1987 - 1993
Skills
Mutual Funds, Internal Controls, Investment Company Act, Investment Advisory, Risk Management, Separately Managed..., Accounting, Capital Markets, Due Diligence, Private Equity, Bloomberg, Securities Regulation, Asset Allocation, ETFs, Investment Management
Education
University of Nebraska at Kearney 1983 — 1987
BS, Business - Finance
Victory Capital November 2014 - Present
Munder Capital Management October 2000 - October 2014
Strong Capital Management June 1997 - June 2000
WELLS FARGO BANK, N.A. August 1996 - June 1997
FDIC 1987 - 1993
Skills
Mutual Funds, Internal Controls, Investment Company Act, Investment Advisory, Risk Management, Separately Managed..., Accounting, Capital Markets, Due Diligence, Private Equity, Bloomberg, Securities Regulation, Asset Allocation, ETFs, Investment Management
Education
University of Nebraska at Kearney 1983 — 1987
BS, Business - Finance
Mary Lee Odem, CLU, ChFC, CASL Mary Lee Odem, CLU, ChFC, CASL's Strong Capital Management Experience November 1997 - November 1998
Job Assistant Director, Planning and Sales Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2013 - Present
Northwestern Mutual January 2005 - August 2013
Northwestern Mutual November 2001 - January 2005
Morgan Stanley Smith Barney November 1999 - October 2001
Thomas Cook North America November 1998 - November 1999
Strong Capital Management November 1997 - November 1998
Skills
Retirement Planning, Series 7, Retirement, Series 63, Fixed Annuities, Strategic Financial..., Securities, Mutual Funds, Life Insurance, Wealth Management, Finance, Asset Allocation, Disability Insurance, FINRA, Financial Planning, Insurance, Investment Advisory, Investments, Leadership, Strategic Planning
Education
St. Norbert College 1992 — 1996
Bachelor of Business Administration, Business
Northwestern Mutual September 2013 - Present
Northwestern Mutual January 2005 - August 2013
Northwestern Mutual November 2001 - January 2005
Morgan Stanley Smith Barney November 1999 - October 2001
Thomas Cook North America November 1998 - November 1999
Strong Capital Management November 1997 - November 1998
Skills
Retirement Planning, Series 7, Retirement, Series 63, Fixed Annuities, Strategic Financial..., Securities, Mutual Funds, Life Insurance, Wealth Management, Finance, Asset Allocation, Disability Insurance, FINRA, Financial Planning, Insurance, Investment Advisory, Investments, Leadership, Strategic Planning
Education
St. Norbert College 1992 — 1996
Bachelor of Business Administration, Business
Chris Blatner Chris Blatner's Strong Capital Management Experience September 1997 - May 1998
Job Director of Sales at Magnum AirDynamics
Industry Aviation & Aerospace
Experience
Magnum AirDynamics August 2014 - Present
Mitchell Aircraft Spares, Inc. May 1998 - August 2014
Lake Country Publications September 1997 - May 1998
Strong Capital Management September 1997 - May 1998
Skills
Negotiation, Aerospace, Purchasing, Sales Management, New Business Development, Airlines, Customer Relations, Aviation, International Sales, Contract Negotiation, Pricing, International Business, Business Strategy, Account Management, Problem Solving, Logistics, Inventory Management, Procurement, Writing, Aircraft Maintenance, Marketing, Aircraft, CRM, Commercial Aviation, Transportation, Business Development, Sales, Trade Shows, Leadership, Management, Program Management, Cross-functional Team..., Helicopters, Airports, Project Planning, Civil Aviation, Business Aviation, Selling, Strategy
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science, Broadcast Journalism
Harry D. Jacobs High School
Magnum AirDynamics August 2014 - Present
Mitchell Aircraft Spares, Inc. May 1998 - August 2014
Lake Country Publications September 1997 - May 1998
Strong Capital Management September 1997 - May 1998
Skills
Negotiation, Aerospace, Purchasing, Sales Management, New Business Development, Airlines, Customer Relations, Aviation, International Sales, Contract Negotiation, Pricing, International Business, Business Strategy, Account Management, Problem Solving, Logistics, Inventory Management, Procurement, Writing, Aircraft Maintenance, Marketing, Aircraft, CRM, Commercial Aviation, Transportation, Business Development, Sales, Trade Shows, Leadership, Management, Program Management, Cross-functional Team..., Helicopters, Airports, Project Planning, Civil Aviation, Business Aviation, Selling, Strategy
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science, Broadcast Journalism
Harry D. Jacobs High School
Michael C. Hussey Michael C. Hussey's Strong Capital Management Experience September 2000 - February 2001
Job Business Development
Industry Hospital & Health Care
Experience
Strategic Design Group, LLC October 2010 - Present
Horizon Home Care & Hospice March 2011 - October 2014
Gone Too Soon Foundation May 2002 - June 2011
Flatworld Solutions December 2009 - March 2011
Christian Buying Network, Small Business Buying Network, and Non-Profit Buying Network February 2010 - January 2011
NovoNordisk March 2007 - June 2009
sanofi-aventis February 2001 - March 2007
Strong Capital Management September 2000 - February 2001
Lied's Nursery Company March 1992 - August 2000
Skills
Customer Relations, Direct Marketing, Account Management, Business Planning, Referral Generation, Outstanding Customer..., Market Share Increase, Staff Training, Healthcare Sales and..., Non-profit Experience, Landscape Design, Landscape Lighting, Landscape Maintenance, Residential Property..., Diabetes Sales and..., Healthcare, Customer Service, Diabetes, Referrals, Property Management, Market Share, Leadership, Public Speaking, Fundraising, Sales, Marketing, Sales Operations, Management, Time Management, Entrepreneurship, Nonprofits, Small Business, Customer Satisfaction
Education
State University of New York College of Agriculture and Technology at Cobleskill 1988 — 1991
Bachelors of Technology, Plant Science
Bristol Eastern High 1984 — 1988
Strategic Design Group, LLC October 2010 - Present
Horizon Home Care & Hospice March 2011 - October 2014
Gone Too Soon Foundation May 2002 - June 2011
Flatworld Solutions December 2009 - March 2011
Christian Buying Network, Small Business Buying Network, and Non-Profit Buying Network February 2010 - January 2011
NovoNordisk March 2007 - June 2009
sanofi-aventis February 2001 - March 2007
Strong Capital Management September 2000 - February 2001
Lied's Nursery Company March 1992 - August 2000
Skills
Customer Relations, Direct Marketing, Account Management, Business Planning, Referral Generation, Outstanding Customer..., Market Share Increase, Staff Training, Healthcare Sales and..., Non-profit Experience, Landscape Design, Landscape Lighting, Landscape Maintenance, Residential Property..., Diabetes Sales and..., Healthcare, Customer Service, Diabetes, Referrals, Property Management, Market Share, Leadership, Public Speaking, Fundraising, Sales, Marketing, Sales Operations, Management, Time Management, Entrepreneurship, Nonprofits, Small Business, Customer Satisfaction
Education
State University of New York College of Agriculture and Technology at Cobleskill 1988 — 1991
Bachelors of Technology, Plant Science
Bristol Eastern High 1984 — 1988
Peter Littlejohn Peter Littlejohn's Strong Capital Management Experience 1999 - 2005
Job Managing Director at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group April 2012 - Present
HighMark Capital Management March 2009 - March 2012
Waddell & Reed/Ivy Funds January 2007 - December 2008
Wells Fargo Institutional Trust Services 2005 - 2006
Strong Capital Management 1999 - 2005
Cigna Retirement and Investment Services 1995 - 1999
KeyCorp, Cleveland, OH 1993 - 1995
Merrill Lynch & Co., Inc, Akron and Cleveland OH 1983 - 1993
Skills
Investments, Retirement Planning, Retirement, Mutual Funds, Investment Advisory, Sales, Wealth Management
Education
The University of Akron 1978 — 1982
Bachelor of Arts, Business Management and Marketing
Retirement Benefits Group April 2012 - Present
HighMark Capital Management March 2009 - March 2012
Waddell & Reed/Ivy Funds January 2007 - December 2008
Wells Fargo Institutional Trust Services 2005 - 2006
Strong Capital Management 1999 - 2005
Cigna Retirement and Investment Services 1995 - 1999
KeyCorp, Cleveland, OH 1993 - 1995
Merrill Lynch & Co., Inc, Akron and Cleveland OH 1983 - 1993
Skills
Investments, Retirement Planning, Retirement, Mutual Funds, Investment Advisory, Sales, Wealth Management
Education
The University of Akron 1978 — 1982
Bachelor of Arts, Business Management and Marketing
Greg Wait Greg Wait's Strong Capital Management Experience 2000 - 2003
Job Owner, Falcons Rock Investment Counsel, LLC
Industry Investment Management
Experience
Falcons Rock Investment Counsel, LLC 2003 - Present
Strong Capital Management 2000 - 2003
Charing Company 1996 - 2000
Principal Financial Group 1984 - 1996
Skills
Investments, Investment Strategies, Wealth Management, Portfolio Management, Retirement Planning, Performance Measurement, 401k, Defined Benefit, Pensions, Benchmarking, Asset Allocation, Investment Policy, Alternative Investments, Institutional Investors, Investment Management, Mutual Funds, Retirement Plan..., Retirement, Strategy, Institutional..., Small Business, Management, Wealth Management..., Employee Benefits
Education
University of Wisconsin-Whitewater 1977 — 1982
BBA
University of Pennsylvania - The Wharton School
CEBS
Falcons Rock Investment Counsel, LLC 2003 - Present
Strong Capital Management 2000 - 2003
Charing Company 1996 - 2000
Principal Financial Group 1984 - 1996
Skills
Investments, Investment Strategies, Wealth Management, Portfolio Management, Retirement Planning, Performance Measurement, 401k, Defined Benefit, Pensions, Benchmarking, Asset Allocation, Investment Policy, Alternative Investments, Institutional Investors, Investment Management, Mutual Funds, Retirement Plan..., Retirement, Strategy, Institutional..., Small Business, Management, Wealth Management..., Employee Benefits
Education
University of Wisconsin-Whitewater 1977 — 1982
BBA
University of Pennsylvania - The Wharton School
CEBS
jason illian jason illian's Strong Capital Management Experience 1999 - 2001
Job Founder/CEO of BookShout, Startup Advisor
Industry Internet
Experience
BookShout January 2010 - Present
The Dallas Entrepreneur Center June 2013 - Present
Startup America Partnership November 2011 - Present
El Gato Media March 2003 - January 2011
Big Jump Media, Inc. (Godtube.com & tangle.com) August 2007 - August 2009
Strong Capital Management 1999 - 2001
Skills
Leadership Development, Entrepreneur, Mobile Devices, Social Networking, Start-ups, Online Advertising, Social Media Marketing, Strategic Planning, Executive Management, Strategy, SEO, Business Development
Education
Texas Christian University 1994 — 1999
BA, International Finance
Texas Christian University - M.J. Neeley School of Business 1994 — 1999
BS, International Finance
BookShout January 2010 - Present
The Dallas Entrepreneur Center June 2013 - Present
Startup America Partnership November 2011 - Present
El Gato Media March 2003 - January 2011
Big Jump Media, Inc. (Godtube.com & tangle.com) August 2007 - August 2009
Strong Capital Management 1999 - 2001
Skills
Leadership Development, Entrepreneur, Mobile Devices, Social Networking, Start-ups, Online Advertising, Social Media Marketing, Strategic Planning, Executive Management, Strategy, SEO, Business Development
Education
Texas Christian University 1994 — 1999
BA, International Finance
Texas Christian University - M.J. Neeley School of Business 1994 — 1999
BS, International Finance
Jitka Hanakova Jitka Hanakova's Strong Capital Management Experience May 1999 - December 2004
Job Business Analyst at Brookedale Senior Living | Adecco
Industry Financial Services
Experience
Brookdale Senior Living IT group Adecco September 2015 - Present
Shipwreck Explorers LLC (seasonal summer business) August 2008 - Present
Citi Experis January 2013 - April 2013
MillerCoors TekSystems January 2012 - June 2012
Northwestern Mutual Adecco September 2010 - June 2011
M&I Bank (currently BMO Harris Bank) Kforce Inc. January 2010 - June 2010
Northwestern Mutual May 2005 - June 2009
Wells Fargo Investments January 2005 - April 2005
Strong Capital Management May 1999 - December 2004
Skills
Business Requirements, Business Analysis, Business Process..., Systems Analysis, Reporting Systems, Business Objects, Cognos, SQL Report Writing, Data Mining, MS Excel Pivot Tables, Microsoft Office, Microsoft Excel, Microsoft Word, Business Rules, Data Analysis, SharePoint, Visio, CRM, Onyx CRM, Siebel, OLAP, Business Intelligence, Access, Process Improvement, Software Documentation, Integration, Management, Analysis, Requirements Gathering, SDLC, SQL, Software Project..., Requirements Analysis, Databases, Business Process, Vendor Management, Information Technology, Data Warehousing, Customer Experience
Education
The University of North Dakota 1994 — 1999
Bachelor of Business Administration (B.B.A.), Information Management
The University of North Dakota 1994 — 1999
BBA Information Management, Information Management
Brookdale Senior Living IT group Adecco September 2015 - Present
Shipwreck Explorers LLC (seasonal summer business) August 2008 - Present
Citi Experis January 2013 - April 2013
MillerCoors TekSystems January 2012 - June 2012
Northwestern Mutual Adecco September 2010 - June 2011
M&I Bank (currently BMO Harris Bank) Kforce Inc. January 2010 - June 2010
Northwestern Mutual May 2005 - June 2009
Wells Fargo Investments January 2005 - April 2005
Strong Capital Management May 1999 - December 2004
Skills
Business Requirements, Business Analysis, Business Process..., Systems Analysis, Reporting Systems, Business Objects, Cognos, SQL Report Writing, Data Mining, MS Excel Pivot Tables, Microsoft Office, Microsoft Excel, Microsoft Word, Business Rules, Data Analysis, SharePoint, Visio, CRM, Onyx CRM, Siebel, OLAP, Business Intelligence, Access, Process Improvement, Software Documentation, Integration, Management, Analysis, Requirements Gathering, SDLC, SQL, Software Project..., Requirements Analysis, Databases, Business Process, Vendor Management, Information Technology, Data Warehousing, Customer Experience
Education
The University of North Dakota 1994 — 1999
Bachelor of Business Administration (B.B.A.), Information Management
The University of North Dakota 1994 — 1999
BBA Information Management, Information Management
Linda Cruz Corrigan Linda Cruz Corrigan's Strong Capital Management Experience 2000 - 2004
Job Operations & Technology Workforce Planning at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2013 - Present
Northwestern Mutual 2013 - 2015
Northwestern Mutual Wealth Management Co. January 2006 - December 2012
Deloitte Consulting 2004 - 2006
Strong Capital Management 2000 - 2004
Skills
Financial Services, Executive Management, Management Consulting, Global Talent..., Talent Development, Organizational..., Leadership Development, Business Strategy, Business Process..., Project Management, Coaching, Mentoring, Japanese Culture, Latin American Culture, Yen Equities, Talent Management, Recruiting, College Recruiting, Consulting, Succession Planning, Mergers & Acquisitions, Strategy, Performance Management, Management
Education
University of South Florida
University of Virginia - Darden Graduate School of Business Administration
Northwestern Mutual January 2013 - Present
Northwestern Mutual 2013 - 2015
Northwestern Mutual Wealth Management Co. January 2006 - December 2012
Deloitte Consulting 2004 - 2006
Strong Capital Management 2000 - 2004
Skills
Financial Services, Executive Management, Management Consulting, Global Talent..., Talent Development, Organizational..., Leadership Development, Business Strategy, Business Process..., Project Management, Coaching, Mentoring, Japanese Culture, Latin American Culture, Yen Equities, Talent Management, Recruiting, College Recruiting, Consulting, Succession Planning, Mergers & Acquisitions, Strategy, Performance Management, Management
Education
University of South Florida
University of Virginia - Darden Graduate School of Business Administration
Craig Mueller's Strong Capital Management Experience April 1996 - May 1999
Job IT Director at Milwaukee Electric Tool
Industry Consumer Goods
Experience
Milwaukee Electric Tool March 2010 - Present
Quad/Graphics June 1999 - March 2010
Strong Capital Management April 1996 - May 1999
Family Service America February 1995 - March 1996
Allied Computer Group August 1993 - February 1995
Skills
Vendor Management, Contract Negotiation, Leadership Development, Strategic Planning, Financial Analysis, Team Building, Microsoft Technologies, Mergers & Acquisitions, Talent Acquisition, Delivering ROI, Global Operations, TCO reduction, Project Management, System Migration, Solution Implementation, Turnaround Initiatives, IT Transformation, Cultural Management, Operational Excellence, Outsourcing, Visionary, Management, Cross-functional Team..., Information Technology, IT Management, Data Center, Virtualization, Storage Area Networks, Enterprise monitoring, Project Portfolio..., Integration, Enterprise Software, IT Service Management, Technical Support, Software Installation, Process Improvement, SharePoint, Enterprise Architecture, Leadership
Education
MBTI Business Training Institute 1992 — 1993
Computer Electronics / Microprocessor Hardware Technology
University of Phoenix
Bachelor's degree, Business Administration and Management, General
Milwaukee Electric Tool March 2010 - Present
Quad/Graphics June 1999 - March 2010
Strong Capital Management April 1996 - May 1999
Family Service America February 1995 - March 1996
Allied Computer Group August 1993 - February 1995
Skills
Vendor Management, Contract Negotiation, Leadership Development, Strategic Planning, Financial Analysis, Team Building, Microsoft Technologies, Mergers & Acquisitions, Talent Acquisition, Delivering ROI, Global Operations, TCO reduction, Project Management, System Migration, Solution Implementation, Turnaround Initiatives, IT Transformation, Cultural Management, Operational Excellence, Outsourcing, Visionary, Management, Cross-functional Team..., Information Technology, IT Management, Data Center, Virtualization, Storage Area Networks, Enterprise monitoring, Project Portfolio..., Integration, Enterprise Software, IT Service Management, Technical Support, Software Installation, Process Improvement, SharePoint, Enterprise Architecture, Leadership
Education
MBTI Business Training Institute 1992 — 1993
Computer Electronics / Microprocessor Hardware Technology
University of Phoenix
Bachelor's degree, Business Administration and Management, General
Darias Brown, MBA's Strong Capital Management Experience 1996 - 2001
Job Senior DBA at Intradiem
Industry Information Technology and Services
Experience
Intradiem August 2015 - Present
American Gaming Systems (AGS) December 2010 - August 2015
Landstar March 2002 - December 2010
RHI Consulting February 2002 - March 2002
Strong Capital Management, Inc. March 1997 - August 2001
Strong Capital Management 1996 - 2001
Entex 1994 - 1996
Skills
T-SQL, MySQL, Physical Data Modeling, Microsoft SQL Server, Databases, Unix, Oracle, Software Development, Data Warehousing, SSIS, SSRS, Database Administration, Requirements Analysis, Disaster Recovery, Servers, Performance Tuning, SQL Tuning, Troubleshooting, Business Intelligence, Database Design, SDLC, Software Documentation
Education
University of Phoenix 2006 — 2008
Masters, Business Administration
University of California, Santa Barbara 1989 — 1993
B.A., Religious Studies
Intradiem August 2015 - Present
American Gaming Systems (AGS) December 2010 - August 2015
Landstar March 2002 - December 2010
RHI Consulting February 2002 - March 2002
Strong Capital Management, Inc. March 1997 - August 2001
Strong Capital Management 1996 - 2001
Entex 1994 - 1996
Skills
T-SQL, MySQL, Physical Data Modeling, Microsoft SQL Server, Databases, Unix, Oracle, Software Development, Data Warehousing, SSIS, SSRS, Database Administration, Requirements Analysis, Disaster Recovery, Servers, Performance Tuning, SQL Tuning, Troubleshooting, Business Intelligence, Database Design, SDLC, Software Documentation
Education
University of Phoenix 2006 — 2008
Masters, Business Administration
University of California, Santa Barbara 1989 — 1993
B.A., Religious Studies
Aaron Myers, CIMA, CRPC Aaron Myers, CIMA, CRPC's Strong Capital Management Experience August 2000 - January 2004
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company April 2012 - Present
SunAmerica Financial Group March 2011 - April 2012
Van Kampen Investments January 2004 - July 2010
Strong Capital Management August 2000 - January 2004
Stephens Inc. April 1999 - August 2000
Skills
Consultative Sales, Annuities, Fixed Annuities, Variable Annuities, Business Building, Income Planning, Indexed Annuities, Individual (k), IRAs, Long-term Care, Mutual Funds, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, ROTH IRA, Sales, Sales & Marketing, Seminars, SEP IRA, Social Security
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science in Business Administration, Marketing
Pacific Life Insurance Company April 2012 - Present
SunAmerica Financial Group March 2011 - April 2012
Van Kampen Investments January 2004 - July 2010
Strong Capital Management August 2000 - January 2004
Stephens Inc. April 1999 - August 2000
Skills
Consultative Sales, Annuities, Fixed Annuities, Variable Annuities, Business Building, Income Planning, Indexed Annuities, Individual (k), IRAs, Long-term Care, Mutual Funds, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, ROTH IRA, Sales, Sales & Marketing, Seminars, SEP IRA, Social Security
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science in Business Administration, Marketing
Holly Harrison's Strong Capital Management Experience September 2002 - May 2004
Job Managing Director, Head of Consultant Relations at PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors August 2014 - Present
PNC October 2011 - August 2014
PNC September 2009 - October 2011
Allegiant Asset Management May 2004 - September 2009
Strong Capital Management September 2002 - May 2004
Rockhaven Asset Management August 1999 - September 2002
Legg Mason Capital Management December 1996 - August 1999
Skills
Investments, Asset Management, Mutual Funds, Asset Managment, Asset Allocation, Strategy, Consulting, Investment Management, Investment Advisory, Hedge Funds, Alternative Investments, Private Equity, Investment Strategies, Financial Services, Banking, Leadership, Business Strategy, Business Development, Marketing Strategy, Change Management, Financial Analysis, Strategic Financial..., Relationship Management, Project Management, Strategic Planning, Institutional..., Financial Advisory, Retirement Planning, 401k, Retirement, High Net Worth..., Pensions, Separately Managed..., Client Services
Education
The Johns Hopkins University 1993 — 1997
BA, International Studies, Economics
PNC Capital Advisors August 2014 - Present
PNC October 2011 - August 2014
PNC September 2009 - October 2011
Allegiant Asset Management May 2004 - September 2009
Strong Capital Management September 2002 - May 2004
Rockhaven Asset Management August 1999 - September 2002
Legg Mason Capital Management December 1996 - August 1999
Skills
Investments, Asset Management, Mutual Funds, Asset Managment, Asset Allocation, Strategy, Consulting, Investment Management, Investment Advisory, Hedge Funds, Alternative Investments, Private Equity, Investment Strategies, Financial Services, Banking, Leadership, Business Strategy, Business Development, Marketing Strategy, Change Management, Financial Analysis, Strategic Financial..., Relationship Management, Project Management, Strategic Planning, Institutional..., Financial Advisory, Retirement Planning, 401k, Retirement, High Net Worth..., Pensions, Separately Managed..., Client Services
Education
The Johns Hopkins University 1993 — 1997
BA, International Studies, Economics
Huntley Bakich's Strong Capital Management Experience May 1995 - March 1997
Job Business Transformation Executive Consultant AT&T / Amdocs
Industry Internet
Experience
AT&T October 2011 - Present
Rogers Communications Inc. October 2008 - May 2011
Alliance Data November 2006 - June 2010
Ambit Energy December 2003 - October 2006
Excel Communications December 1999 - May 2002
AIG SunAmerica February 1997 - June 1999
Strong Capital Management May 1995 - March 1997
Skills
Agile Methodologies, Kanban, Marketing, E-commerce, Strategy, Change Management, IT Strategy, Project Planning, Leadership, Telecommunications, Business Strategy, Strategic Planning, Business Intelligence, Management, Business Development, Program Management, CRM, Vendor Management
Education
University of Notre Dame 1991 — 1995
BA, International Relations & Computer Applications
AT&T October 2011 - Present
Rogers Communications Inc. October 2008 - May 2011
Alliance Data November 2006 - June 2010
Ambit Energy December 2003 - October 2006
Excel Communications December 1999 - May 2002
AIG SunAmerica February 1997 - June 1999
Strong Capital Management May 1995 - March 1997
Skills
Agile Methodologies, Kanban, Marketing, E-commerce, Strategy, Change Management, IT Strategy, Project Planning, Leadership, Telecommunications, Business Strategy, Strategic Planning, Business Intelligence, Management, Business Development, Program Management, CRM, Vendor Management
Education
University of Notre Dame 1991 — 1995
BA, International Relations & Computer Applications
David Oosterbaan's Strong Capital Management Experience 1998 - 2001
Job CEO, DCO Capital Management LLC
Industry Financial Services
Experience
DCO Capital Managment December 2012 - Present
Jackson Partnership June 2001 - December 2013
Strong Capital Management 1998 - 2001
Cornerstone Partners 1996 - 1998
Skills
Portfolio Management, Electronic Trading, Hedge Funds, Options, Trading, Investment Properties, Investments, Real Estate, Capital Markets, Valuation, Financial Analysis, Equities, Mutual Funds, Market Data
Education
University of Michigan
DCO Capital Managment December 2012 - Present
Jackson Partnership June 2001 - December 2013
Strong Capital Management 1998 - 2001
Cornerstone Partners 1996 - 1998
Skills
Portfolio Management, Electronic Trading, Hedge Funds, Options, Trading, Investment Properties, Investments, Real Estate, Capital Markets, Valuation, Financial Analysis, Equities, Mutual Funds, Market Data
Education
University of Michigan
Sara Boyle's Strong Capital Management Experience November 1999 - September 2003
Job Human Capital Leader at Artisan Partners
Industry Management Consulting
Experience
Artisan Partners July 2015 - Present
The Novo Group July 2012 - Present
Stark Investments March 2007 - February 2012
Schwarz Pharma June 2004 - March 2007
Strong Capital Management November 1999 - September 2003
Aurora Health Care 1997 - 1999
Skills
Talent Acquisition, Performance Management, Executive Search, Hedge Funds, Strategic Planning, Equities, Fixed Income, Project Management, Risk Management, Talent Management, Process Improvement, Sourcing, Succession Planning, Interviews, Human Resources, Employee Relations, Management, Hiring, Management Consulting, Vendor Management, Applicant Tracking..., Sales
Education
St. Norbert College 1990 — 1994
Bachelor of Arts (B.A.)
Artisan Partners July 2015 - Present
The Novo Group July 2012 - Present
Stark Investments March 2007 - February 2012
Schwarz Pharma June 2004 - March 2007
Strong Capital Management November 1999 - September 2003
Aurora Health Care 1997 - 1999
Skills
Talent Acquisition, Performance Management, Executive Search, Hedge Funds, Strategic Planning, Equities, Fixed Income, Project Management, Risk Management, Talent Management, Process Improvement, Sourcing, Succession Planning, Interviews, Human Resources, Employee Relations, Management, Hiring, Management Consulting, Vendor Management, Applicant Tracking..., Sales
Education
St. Norbert College 1990 — 1994
Bachelor of Arts (B.A.)
Krista Streuly's Strong Capital Management Experience January 2000 - October 2001
Job Graphic Design Consultant
Industry Graphic Design
Experience
KS Creative, LLC September 1997 - Present
MLG Commercial September 2005 - August 2010
MLG Commercial August 2003 - September 2005
MLG Commercial October 2001 - August 2003
Strong Capital Management January 2000 - October 2001
UW-Whitewater; Office of Residence Life January 1997 - December 1999
Skills
Graphic Design, Marketing Communications, Leadership Development, Personal Development, Team Leadership, Logo Design, Print Design, Conference Graphics, Sign Design, Email Marketing, Facebook Marketing, Non-profits, Small Business Marketing, Print, Advertising, Marketing Strategy, Nonprofits, Creative Strategy, Creative Direction, Web Design, Adobe Creative Suite, Brochures, Marketing, Newsletters, Illustrator, InDesign, Adobe Acrobat, Signs, Direct Mail
Education
University of Wisconsin-Whitewater 1995 — 1999
BBA
Silver Lake College 1994 — 1995
KS Creative, LLC September 1997 - Present
MLG Commercial September 2005 - August 2010
MLG Commercial August 2003 - September 2005
MLG Commercial October 2001 - August 2003
Strong Capital Management January 2000 - October 2001
UW-Whitewater; Office of Residence Life January 1997 - December 1999
Skills
Graphic Design, Marketing Communications, Leadership Development, Personal Development, Team Leadership, Logo Design, Print Design, Conference Graphics, Sign Design, Email Marketing, Facebook Marketing, Non-profits, Small Business Marketing, Print, Advertising, Marketing Strategy, Nonprofits, Creative Strategy, Creative Direction, Web Design, Adobe Creative Suite, Brochures, Marketing, Newsletters, Illustrator, InDesign, Adobe Acrobat, Signs, Direct Mail
Education
University of Wisconsin-Whitewater 1995 — 1999
BBA
Silver Lake College 1994 — 1995
Al Bryant, CFA's Strong Capital Management Experience 1999 - 1999
Job Portfolio Manager, Credit Suisse Asset Management
Industry Investment Management
Experience
Credit Suisse June 2005 - Present
Segall Bryant & Hamill January 2001 - June 2005
Strong Capital Management 1999 - 1999
Education
University of Wisconsin-Madison - School of Business 1997 — 1999
MBA, Finance
The College of Wooster 1990 — 1994
BA
NT
Credit Suisse June 2005 - Present
Segall Bryant & Hamill January 2001 - June 2005
Strong Capital Management 1999 - 1999
Education
University of Wisconsin-Madison - School of Business 1997 — 1999
MBA, Finance
The College of Wooster 1990 — 1994
BA
NT
Jason Martone, CIMA®'s Strong Capital Management Experience 1994 - 1999
Job Head of Product Marketing at Columbia Wanger Asset Management
Industry Financial Services
Experience
Columbia Wanger Asset Management 2001 - Present
Heartland Advisors 1999 - 2001
Strong Capital Management 1994 - 1999
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Asset Management, Investments, Equities, Investment Management, Securities, Wealth Management, Fixed Income, Investment Advisory, Hedge Funds, Investment Strategies, Portfolio Management, Series 24, Series 65, FINRA, 401k, Asset Managment, Equity Trading, Institutional..., Sales
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1996 — 1999
MBA, Finance
University of Arizona 1989 — 1993
BA - Economics, Spanish
Columbia Wanger Asset Management 2001 - Present
Heartland Advisors 1999 - 2001
Strong Capital Management 1994 - 1999
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Asset Management, Investments, Equities, Investment Management, Securities, Wealth Management, Fixed Income, Investment Advisory, Hedge Funds, Investment Strategies, Portfolio Management, Series 24, Series 65, FINRA, 401k, Asset Managment, Equity Trading, Institutional..., Sales
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1996 — 1999
MBA, Finance
University of Arizona 1989 — 1993
BA - Economics, Spanish
Sadie Dumbleton's Strong Capital Management Experience 2002 - 2004
Job Director of Network Office Supervision at Northwestern Mutual Los Angeles
Industry Financial Services
Experience
Northwestern Mutual October 2013 - Present
Northwestern Mutual July 2011 - September 2013
Northwestern Mutual July 2008 - July 2011
Northwestern Mutual August 2005 - July 2008
Strong Capital Management 2002 - 2004
Skills
Investments, AML, Retirement, Wealth Management, Retirement Planning, Investment Advisory, Risk Management, Financial Services, Life Insurance, Equities, Series 7, Series 24, Series 9, Series 10, Life & Health Insurance..., Mutual Funds, College Savings Plans, Project Management, Leadership Development, Communication Skills, Interpersonal Savvy, Compliance, Field Supervision, FINRA, Investment Brokerage, Public Speaking, Digital Photography, Horse Training, Business Travel, Leisure Travel, Asset Allocation
Education
St. Norbert College 1998 — 2001
Bachelor of Business Administration (BBA), Spanish Language and Literature
University of Wales, Swansea 2000 — 2000
Business Administration and Management, General
Northwestern Mutual October 2013 - Present
Northwestern Mutual July 2011 - September 2013
Northwestern Mutual July 2008 - July 2011
Northwestern Mutual August 2005 - July 2008
Strong Capital Management 2002 - 2004
Skills
Investments, AML, Retirement, Wealth Management, Retirement Planning, Investment Advisory, Risk Management, Financial Services, Life Insurance, Equities, Series 7, Series 24, Series 9, Series 10, Life & Health Insurance..., Mutual Funds, College Savings Plans, Project Management, Leadership Development, Communication Skills, Interpersonal Savvy, Compliance, Field Supervision, FINRA, Investment Brokerage, Public Speaking, Digital Photography, Horse Training, Business Travel, Leisure Travel, Asset Allocation
Education
St. Norbert College 1998 — 2001
Bachelor of Business Administration (BBA), Spanish Language and Literature
University of Wales, Swansea 2000 — 2000
Business Administration and Management, General
Claudia Moen's Strong Capital Management Experience January 1998 - January 2005
Job Operations Manager International Equities/Foreign Exchange
Industry Investment Management
Experience
Wells Capital Management September 2013 - Present
Wells Capital Management January 2005 - Present
Strong Capital Management January 1998 - January 2005
Strong Capital Management June 1997 - January 1998
Strong Capital Management July 1996 - January 1998
CellularOne, Waukesha WI - currently US Cellular April 1994 - May 1996
Hunter Business Group April 1990 - April 1994
Skills
Strategic Planning, Operational Risk, Long-term Customer..., Operational Efficiency, Communication Skills, Team Leadership, Problem Solving, Collaboration, Equities, Investments, Management, Leadership, Analysis, Banking, Financial Services, Sales, Customer Service, Emerging Markets, Process Improvement, Risk Management
Education
University of Wisconsin-Madison 1985 — 1990
BA, International Relations, Spanish & Ibero-American Studies
Universidad Complutense de Madrid 1987 — 1988
Junior Year Abroad
Homestead High School
Wells Capital Management September 2013 - Present
Wells Capital Management January 2005 - Present
Strong Capital Management January 1998 - January 2005
Strong Capital Management June 1997 - January 1998
Strong Capital Management July 1996 - January 1998
CellularOne, Waukesha WI - currently US Cellular April 1994 - May 1996
Hunter Business Group April 1990 - April 1994
Skills
Strategic Planning, Operational Risk, Long-term Customer..., Operational Efficiency, Communication Skills, Team Leadership, Problem Solving, Collaboration, Equities, Investments, Management, Leadership, Analysis, Banking, Financial Services, Sales, Customer Service, Emerging Markets, Process Improvement, Risk Management
Education
University of Wisconsin-Madison 1985 — 1990
BA, International Relations, Spanish & Ibero-American Studies
Universidad Complutense de Madrid 1987 — 1988
Junior Year Abroad
Homestead High School
Sandra Incontro's Strong Capital Management Experience January 2000 - January 2002
Job Principal, Managing Director at Aristotle Capital Management, LLC
Industry Investment Management
Experience
Aristotle Capital Management, LLC March 2013 - Present
Metropolitan West Capital Management, LLC January 2002 - March 2013
Strong Capital Management January 2000 - January 2002
SSI Investment Management January 1998 - January 2000
Wilshire Associates October 1993 - January 1998
Skills
Mergers & Acquisitions, Investments, Mutual Funds, Asset Management, Hedge Funds, Investment Strategies, Fixed Income, Equities, Investment Management, Portfolio Management, Wealth Management, Asset Managment, Securities
Education
Thunderbird School of Global Management 1990 — 1991
MBA, International Finance/Spanish
University of Southern California 1986 — 1990
BA, Spanish
University of Southern California 1986 — 1990
BS, International Finance
Menomonee Falls High School
Aristotle Capital Management, LLC March 2013 - Present
Metropolitan West Capital Management, LLC January 2002 - March 2013
Strong Capital Management January 2000 - January 2002
SSI Investment Management January 1998 - January 2000
Wilshire Associates October 1993 - January 1998
Skills
Mergers & Acquisitions, Investments, Mutual Funds, Asset Management, Hedge Funds, Investment Strategies, Fixed Income, Equities, Investment Management, Portfolio Management, Wealth Management, Asset Managment, Securities
Education
Thunderbird School of Global Management 1990 — 1991
MBA, International Finance/Spanish
University of Southern California 1986 — 1990
BA, Spanish
University of Southern California 1986 — 1990
BS, International Finance
Menomonee Falls High School
John Pawlowski, CLU, ChFC's Strong Capital Management Experience November 1996 - November 2002
Job Financial Advisor Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2011 - Present
Northwestern Mutual October 2004 - August 2011
Precision Marketing Partners October 2003 - October 2004
Strong Capital Management November 1996 - November 2002
Skills
Retirement Planning, Series 63, Securities, Fixed Annuities, Series 7, Mutual Funds, Asset Allocation, Retirement, Wealth Management, 401k, Investment Advisory, Series 6
Education
University of North Florida 1993 — 1996
BA, Political Science
Northwestern Mutual August 2011 - Present
Northwestern Mutual October 2004 - August 2011
Precision Marketing Partners October 2003 - October 2004
Strong Capital Management November 1996 - November 2002
Skills
Retirement Planning, Series 63, Securities, Fixed Annuities, Series 7, Mutual Funds, Asset Allocation, Retirement, Wealth Management, 401k, Investment Advisory, Series 6
Education
University of North Florida 1993 — 1996
BA, Political Science
Robert F. Behan, CFA's Strong Capital Management Experience 2000 - 2003
Job President and Head of Global Distribution at Calamos Investments
Industry Financial Services
Experience
Calamos Investments September 2015 - Present
Calamos Investments April 2013 - Present
Calamos Investments September 2010 - March 2013
Calamos Investments March 2007 - September 2010
Strong Capital Management 2000 - 2003
CIGNA Retirement & Investment Services May 1994 - January 2000
Manulife Financial 1987 - 1994
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, 401k, Hedge Funds, Institutional, Separately Managed..., Investment Strategies, Asset Management, ETFs, Investment Advisory, Wealth Management, Asset Allocation, Product Development, Financial Services, Investments, Insurance, Morningstar Direct, Retirement Planning, Defined Contribution, Investment Management, FINRA, Fixed Income, Securities, Equities
Education
Syracuse University 1983 — 1987
B.A., Economics
Syracuse University - Maxwell School 1983 — 1987
Bachelor's degree, Economics
Calamos Investments September 2015 - Present
Calamos Investments April 2013 - Present
Calamos Investments September 2010 - March 2013
Calamos Investments March 2007 - September 2010
Strong Capital Management 2000 - 2003
CIGNA Retirement & Investment Services May 1994 - January 2000
Manulife Financial 1987 - 1994
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, 401k, Hedge Funds, Institutional, Separately Managed..., Investment Strategies, Asset Management, ETFs, Investment Advisory, Wealth Management, Asset Allocation, Product Development, Financial Services, Investments, Insurance, Morningstar Direct, Retirement Planning, Defined Contribution, Investment Management, FINRA, Fixed Income, Securities, Equities
Education
Syracuse University 1983 — 1987
B.A., Economics
Syracuse University - Maxwell School 1983 — 1987
Bachelor's degree, Economics
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
Jay Kreske's Strong Capital Management Experience 1989 - 1994
Job Executive Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. July 2013 - Present
Knight Capital Group May 2012 - July 2013
Macquarie Capital (USA), Inc. July 2010 - March 2012
Deutsche Bank Securities March 2004 - April 2010
JP Morgan February 2000 - February 2004
Chase Hambrecht and Quist 2000 - 2001
Tucker Anthony Cleary Gull 1998 - 2000
Robert W. Baird and Company 1994 - 1998
B.C. Ziegler 1993 - 1994
Strong Capital Management 1989 - 1994
Education
The University of Chicago 1997 — 1999
MBA, Finance
University of Wisconsin-Milwaukee - Lubar School of Business 1985 — 1990
BBA, Finance/Marketing
Universidad de Sevilla
Mizuho Securities USA Inc. July 2013 - Present
Knight Capital Group May 2012 - July 2013
Macquarie Capital (USA), Inc. July 2010 - March 2012
Deutsche Bank Securities March 2004 - April 2010
JP Morgan February 2000 - February 2004
Chase Hambrecht and Quist 2000 - 2001
Tucker Anthony Cleary Gull 1998 - 2000
Robert W. Baird and Company 1994 - 1998
B.C. Ziegler 1993 - 1994
Strong Capital Management 1989 - 1994
Education
The University of Chicago 1997 — 1999
MBA, Finance
University of Wisconsin-Milwaukee - Lubar School of Business 1985 — 1990
BBA, Finance/Marketing
Universidad de Sevilla
Daniel Tarr's Strong Capital Management Experience 1999 - 2000
Job Director of Database Marketing at Athleta
Industry Apparel & Fashion
Experience
Athleta 2007 - Present
The Territory Ahead 2000 - 2007
Strong Capital Management 1999 - 2000
U.S. Sales Corporation 1996 - 1999
Riverside County Department of Public Health 1994 - 1996
Skills
Database Marketing, E-commerce, Multi-channel Marketing, Trend Analysis, Email Marketing, Direct Marketing, Direct Mail, Data Mining, Catalogs, Brand Development, Predictive Modeling, SAS Programming, Retail Site Mapping, SQL, Retail, Analytics, Marketing Strategy, Apparel, Marketing
Education
University of California, Riverside
Bachelor of Science (B.S.), Statistics
Athleta 2007 - Present
The Territory Ahead 2000 - 2007
Strong Capital Management 1999 - 2000
U.S. Sales Corporation 1996 - 1999
Riverside County Department of Public Health 1994 - 1996
Skills
Database Marketing, E-commerce, Multi-channel Marketing, Trend Analysis, Email Marketing, Direct Marketing, Direct Mail, Data Mining, Catalogs, Brand Development, Predictive Modeling, SAS Programming, Retail Site Mapping, SQL, Retail, Analytics, Marketing Strategy, Apparel, Marketing
Education
University of California, Riverside
Bachelor of Science (B.S.), Statistics
James Houlton's Strong Capital Management Experience January 2000 - June 2001
Job Independent Investment Management Professional
Industry Investment Management
Experience
Houlton Investments July 2008 - Present
Morgan Keegan & Company September 2007 - June 2008
Morgan Stanley July 2006 - August 2007
Houlton Investments September 2002 - June 2006
Veredus Asset Management July 2001 - August 2002
Strong Capital Management January 2000 - June 2001
Strong Capital Management January 2000 - June 2001
Strong Capital Management January 1996 - December 1999
Strong Capital Management July 1994 - December 1999
Kemper Financial Services June 1990 - June 1994
Skills
Equities, Series 7, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Hedge Funds, Equity Research, Trading, ETFs, Financial Services, Finance, Strategy, FINRA
Education
University of Cincinnati College of Business 1985 — 1988
M.B.A., Finance and Management, 3.7
University of Cincinnati 1977 — 1983
Bachelor of Arts (B.A.), Economics, 3.2
Houlton Investments July 2008 - Present
Morgan Keegan & Company September 2007 - June 2008
Morgan Stanley July 2006 - August 2007
Houlton Investments September 2002 - June 2006
Veredus Asset Management July 2001 - August 2002
Strong Capital Management January 2000 - June 2001
Strong Capital Management January 2000 - June 2001
Strong Capital Management January 1996 - December 1999
Strong Capital Management July 1994 - December 1999
Kemper Financial Services June 1990 - June 1994
Skills
Equities, Series 7, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Hedge Funds, Equity Research, Trading, ETFs, Financial Services, Finance, Strategy, FINRA
Education
University of Cincinnati College of Business 1985 — 1988
M.B.A., Finance and Management, 3.7
University of Cincinnati 1977 — 1983
Bachelor of Arts (B.A.), Economics, 3.2
Elizabeth Baldwin's Strong Capital Management Experience December 2002 - July 2004
Job Private Client Investment Associate
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. September 2012 - Present
JPMorgan Chase, N.A. November 2010 - September 2012
Margaret Weis Productions 2009 - 2010
The Plaines Agency 2006 - 2010
Landaas & Company June 2008 - August 2009
Charles Schwab & Co., Inc July 2004 - September 2007
Strong Capital Management December 2002 - July 2004
Prostaff, A Kelly Services Company April 2002 - December 2002
TSR, Inc. 1997 - 2001
Wizards of the Coast 1996 - 2001
Education
University of Hartford 1992 — 1996
Bachelor of Arts, English Literature
Williams Bay High School
JPMorgan Chase Bank, N.A. September 2012 - Present
JPMorgan Chase, N.A. November 2010 - September 2012
Margaret Weis Productions 2009 - 2010
The Plaines Agency 2006 - 2010
Landaas & Company June 2008 - August 2009
Charles Schwab & Co., Inc July 2004 - September 2007
Strong Capital Management December 2002 - July 2004
Prostaff, A Kelly Services Company April 2002 - December 2002
TSR, Inc. 1997 - 2001
Wizards of the Coast 1996 - 2001
Education
University of Hartford 1992 — 1996
Bachelor of Arts, English Literature
Williams Bay High School
Jason Royer's Strong Capital Management Experience May 2002 - February 2004
Job Executive Director Financial Planning & Analysis at Spiceworks
Industry Financial Services
Experience
Spiceworks August 2015 - Present
EZCORP December 2012 - August 2015
Raymond James & Associates June 2011 - October 2012
Raymond James & Associates February 2004 - June 2011
Strong Capital Management May 2002 - February 2004
Lucent Technologies May 2001 - August 2001
Lucent Technologies May 2000 - August 2000
Lucent Technologies May 1999 - August 1999
Lucent Technologies May 1998 - August 1998
Skills
Corporate Finance, Financial Modeling, Finance, Mergers & Acquisitions, Valuation, Financial Analysis, Strategic Planning, Business Strategy, Due Diligence, Investments, Equity Research, Capital Markets, Strategic Financial..., Forecasting, Corporate FP&A, Investment Banking, Treasury Management, Private Equity, Analysis, Post Merger Integration, Portfolio Management, Capital Structure, Accounting, Equities, Debt & Equity Financing, Debt & Equity Capital..., Treasury, Securities, Liquidity Management, Series 7, Asset Management, Asset Managment, Marketing Strategy, Statistics, Strategy, Financial Services, Investor Relations, Financial Reporting, Bloomberg, Fixed Income, Financial Planning
Education
The University of Chicago - Booth School of Business 2006 — 2009
MBA, Finance, Marketing, Statistics
University of Wisconsin-Madison - School of Business 1997 — 2002
BBA, Finance, Investment & Banking
University of Wisconsin-Madison - School of Business 1997 — 2002
BBA, Real Estate & Urban Land Economics
Spiceworks August 2015 - Present
EZCORP December 2012 - August 2015
Raymond James & Associates June 2011 - October 2012
Raymond James & Associates February 2004 - June 2011
Strong Capital Management May 2002 - February 2004
Lucent Technologies May 2001 - August 2001
Lucent Technologies May 2000 - August 2000
Lucent Technologies May 1999 - August 1999
Lucent Technologies May 1998 - August 1998
Skills
Corporate Finance, Financial Modeling, Finance, Mergers & Acquisitions, Valuation, Financial Analysis, Strategic Planning, Business Strategy, Due Diligence, Investments, Equity Research, Capital Markets, Strategic Financial..., Forecasting, Corporate FP&A, Investment Banking, Treasury Management, Private Equity, Analysis, Post Merger Integration, Portfolio Management, Capital Structure, Accounting, Equities, Debt & Equity Financing, Debt & Equity Capital..., Treasury, Securities, Liquidity Management, Series 7, Asset Management, Asset Managment, Marketing Strategy, Statistics, Strategy, Financial Services, Investor Relations, Financial Reporting, Bloomberg, Fixed Income, Financial Planning
Education
The University of Chicago - Booth School of Business 2006 — 2009
MBA, Finance, Marketing, Statistics
University of Wisconsin-Madison - School of Business 1997 — 2002
BBA, Finance, Investment & Banking
University of Wisconsin-Madison - School of Business 1997 — 2002
BBA, Real Estate & Urban Land Economics
Josh Stieler, CFA's Strong Capital Management Experience June 2002 - July 2004
Job Senior Investment Manager at Portico Benefit Services (formerly ELCA Board of Pensions)
Industry Investment Management
Experience
Portico Benefit Services (formerly ELCA Board of Pensions) August 2004 - Present
Strong Capital Management June 2002 - July 2004
Skills
Asset Allocation, Investment Strategies, Asset Management, Investments, Mutual Funds, Alternative Investments, Investment Management
Education
University of Minnesota - Carlson School of Management 2005 — 2009
MBA, Finance
University of Wisconsin-Eau Claire 1998 — 2002
BBA, Finance
Portico Benefit Services (formerly ELCA Board of Pensions) August 2004 - Present
Strong Capital Management June 2002 - July 2004
Skills
Asset Allocation, Investment Strategies, Asset Management, Investments, Mutual Funds, Alternative Investments, Investment Management
Education
University of Minnesota - Carlson School of Management 2005 — 2009
MBA, Finance
University of Wisconsin-Eau Claire 1998 — 2002
BBA, Finance
Curt Ludwick's Strong Capital Management Experience June 1993 - October 1996
Job Equity Research Analyst at Northwestern Mutual
Industry Investment Management
Experience
Northwestern Mutual March 2013 - Present
Mid Cap Growth fund January 2007 - March 2013
Large Cap Core Fund January 2005 - December 2006
Small/Mid Cap team November 1996 - December 2004
Strong Capital Management June 1993 - October 1996
Skills
Investments, Portfolio Management, Valuation, Investment Strategies, Mutual Funds, Strategy, Leadership, Management, Equity Research, Equities, Asset Allocation, Bloomberg
Education
University of Illinois at Urbana-Champaign 1991 — 1993
MBA, Business
University of Wisconsin-Madison 1987 — 1991
BBA, Finance
Northwestern Mutual March 2013 - Present
Mid Cap Growth fund January 2007 - March 2013
Large Cap Core Fund January 2005 - December 2006
Small/Mid Cap team November 1996 - December 2004
Strong Capital Management June 1993 - October 1996
Skills
Investments, Portfolio Management, Valuation, Investment Strategies, Mutual Funds, Strategy, Leadership, Management, Equity Research, Equities, Asset Allocation, Bloomberg
Education
University of Illinois at Urbana-Champaign 1991 — 1993
MBA, Business
University of Wisconsin-Madison 1987 — 1991
BBA, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY