The Chicago Corporation
Description
Address: 135 S LaSalle St #2130, Chicago, IL 60603 Phone: (312) 283-0825: Category: : : Hours: : Place name: Website: : : Website: http://www.thechicagocorp.com/ Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of The Chicago Corporation Posting publicly on the Web Write a review Reviews Be the first to review
The Chicago Corporation List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Chicago Corporation. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Chicago Corporation Employees
Employee
Years
Job
Industry
Don Kent Don Kent's The Chicago Corporation Experience 1989 - 1994
Job Owner, Tall Corn Alpacas, LLC
Industry Ranching
Experience
Tall Corn Alpacas, LLC April 2007 - Present
Sandler O'Neill 2001 - 2007
Chicago Capital Corporation 1996 - 1997
Howe Barnes Hoefer & Arnett 1994 - 1996
The Chicago Corporation 1989 - 1994
L. H. Listrom & Co. 1986 - 1988
Edward Jones 1983 - 1986
Skills
Equities, Trading, Capital Markets, Hedge Funds, Equity Sales, Institutional Sales, Financial Services, Equity Trading, Securities, Portfolio Management, Small Business, Investments, Alternative Investments, Valuation, Corporate Finance, Series 63, Asset Allocation, Trading Systems, Equity Research, Animal Husbandry, Investment Banking, Series 7, Mutual Funds, Structured Finance, Venture Capital, Financial Analysis, Customer Service, Analysis, Options, Private Equity, Asset Management, Due Diligence, Mergers & Acquisitions, Derivatives, Investment Strategies, Fixed Income, Wealth Management, Investor Relations, Business Planning, Strategic Financial..., Financial Markets, Financial Modeling, Financial Structuring
Education
University of Missouri-Columbia, College of Business 1979 — 1982
BSBA, Finance
Tall Corn Alpacas, LLC April 2007 - Present
Sandler O'Neill 2001 - 2007
Chicago Capital Corporation 1996 - 1997
Howe Barnes Hoefer & Arnett 1994 - 1996
The Chicago Corporation 1989 - 1994
L. H. Listrom & Co. 1986 - 1988
Edward Jones 1983 - 1986
Skills
Equities, Trading, Capital Markets, Hedge Funds, Equity Sales, Institutional Sales, Financial Services, Equity Trading, Securities, Portfolio Management, Small Business, Investments, Alternative Investments, Valuation, Corporate Finance, Series 63, Asset Allocation, Trading Systems, Equity Research, Animal Husbandry, Investment Banking, Series 7, Mutual Funds, Structured Finance, Venture Capital, Financial Analysis, Customer Service, Analysis, Options, Private Equity, Asset Management, Due Diligence, Mergers & Acquisitions, Derivatives, Investment Strategies, Fixed Income, Wealth Management, Investor Relations, Business Planning, Strategic Financial..., Financial Markets, Financial Modeling, Financial Structuring
Education
University of Missouri-Columbia, College of Business 1979 — 1982
BSBA, Finance
Robin Brooks Robin Brooks's The Chicago Corporation Experience 2014 - Present
Job Entrepreneur and Business Advisor
Industry Consumer Goods
Experience
The Chicago Corporation 2014 - Present
Self-employed 2013 - Present
Brooks Food Group, Inc. 1995 - 2012
Skills
Business Development, Business Strategy, Entrepreneurship, Food, Mergers, Private Equity, Strategy, Valuation, Venture Capital, Mergers & Acquisitions, Business Planning, Marketing Strategy, Leadership, Management, Team Building, Strategic Planning
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance and Economics
Smith College
Bachelor of Arts (BA), Economics
The Chicago Corporation 2014 - Present
Self-employed 2013 - Present
Brooks Food Group, Inc. 1995 - 2012
Skills
Business Development, Business Strategy, Entrepreneurship, Food, Mergers, Private Equity, Strategy, Valuation, Venture Capital, Mergers & Acquisitions, Business Planning, Marketing Strategy, Leadership, Management, Team Building, Strategic Planning
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance and Economics
Smith College
Bachelor of Arts (BA), Economics
Michael R. Zook Jr. Michael R. Zook Jr.'s The Chicago Corporation Experience June 2008 - August 2009
Job Design Professional
Industry Design
Experience
Nobilis June 2015 - Present
Jerry Pair & Associates January 2014 - April 2015
Stark Carpet & Fabric September 2013 - December 2013
Fippex June 2013 - September 2013
Rush Hour Concerts at St. James Cathedral May 2013 - September 2013
New Classics Creations, LLC. May 2011 - August 2011
Vital Bridges June 2010 - August 2010
The Chicago Corporation June 2008 - August 2009
J. Andrews Salon March 2007 - March 2007
Skills
Public Speaking, Social Media
Education
Brandeis University 2009 — 2013
Bachelor of Arts (BA), History/Art History, 3.35
Nobilis June 2015 - Present
Jerry Pair & Associates January 2014 - April 2015
Stark Carpet & Fabric September 2013 - December 2013
Fippex June 2013 - September 2013
Rush Hour Concerts at St. James Cathedral May 2013 - September 2013
New Classics Creations, LLC. May 2011 - August 2011
Vital Bridges June 2010 - August 2010
The Chicago Corporation June 2008 - August 2009
J. Andrews Salon March 2007 - March 2007
Skills
Public Speaking, Social Media
Education
Brandeis University 2009 — 2013
Bachelor of Arts (BA), History/Art History, 3.35
John Schladweiler John Schladweiler's The Chicago Corporation Experience March 2011 - Present
Job Technology and IT Services Strategy
Industry Information Technology and Services
Experience
The Chicago Corporation March 2011 - Present
Schladweiler Associates, Inc. May 2000 - Present
HR SaaS Provider December 2006 - March 2009
debis Information Technology Services, Inc. February 1997 - January 2000
www.realtor.com December 1994 - September 1996
Comdisco Disaster Recovery 1988 - 1995
Oliver Wyman 1986 - 1988
Harris Bank 1980 - 1986
IBM 1963 - 1980
Skills
Technology Planning, Technology Evaluation, Business Strategy, SaaS, Cloud Computing, Telecommunications, Venture Capital, Mergers, Investment Banking, Strategy, Management Consulting, Valuation, Due Diligence, Project Management, Integration, Management, Information Technology, Restructuring, Consulting, Business Development, Start-ups, Strategic Planning, Financial Services, IT Strategy, Financial Modeling
Education
The University of Chicago Booth School of Business 1967 — 1969
MBA, Finance
Northwestern University 1959 — 1963
BA, Mathematics, Economics
The Chicago Corporation March 2011 - Present
Schladweiler Associates, Inc. May 2000 - Present
HR SaaS Provider December 2006 - March 2009
debis Information Technology Services, Inc. February 1997 - January 2000
www.realtor.com December 1994 - September 1996
Comdisco Disaster Recovery 1988 - 1995
Oliver Wyman 1986 - 1988
Harris Bank 1980 - 1986
IBM 1963 - 1980
Skills
Technology Planning, Technology Evaluation, Business Strategy, SaaS, Cloud Computing, Telecommunications, Venture Capital, Mergers, Investment Banking, Strategy, Management Consulting, Valuation, Due Diligence, Project Management, Integration, Management, Information Technology, Restructuring, Consulting, Business Development, Start-ups, Strategic Planning, Financial Services, IT Strategy, Financial Modeling
Education
The University of Chicago Booth School of Business 1967 — 1969
MBA, Finance
Northwestern University 1959 — 1963
BA, Mathematics, Economics
Dave Whitezel Dave Whitezel's The Chicago Corporation Experience January 1983 - June 1996
Job Analytics Manager at AlcatelLucent
Industry Telecommunications
Experience
Alcatel-Lucent September 2011 - Present
Alcatel-Lucent (formerly Lucent Technologies) June 1996 - August 2011
The Chicago Corporation January 1983 - June 1996
Skills
Database design, SQL, ASP.NET, Master Data, VB.NET, Visual Studio, Data Mining, Data Visualization, Pivot Tables, SharePoint Designer, Computer Science, Requirements Gathering, Performance Tuning, SharePoint, C, Mentoring, Database Design, Telecommunications
Education
DePaul University
Master of Science, Computer Science
Indiana University
Bachelor of Science, Marketing
Alcatel-Lucent September 2011 - Present
Alcatel-Lucent (formerly Lucent Technologies) June 1996 - August 2011
The Chicago Corporation January 1983 - June 1996
Skills
Database design, SQL, ASP.NET, Master Data, VB.NET, Visual Studio, Data Mining, Data Visualization, Pivot Tables, SharePoint Designer, Computer Science, Requirements Gathering, Performance Tuning, SharePoint, C, Mentoring, Database Design, Telecommunications
Education
DePaul University
Master of Science, Computer Science
Indiana University
Bachelor of Science, Marketing
Christopher Poole's The Chicago Corporation Experience March 2012 - January 2013
Job Investment Banking Associate at Robert W. Baird
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2015 - Present
Lazard June 2013 - July 2015
Training The Street December 2012 - June 2013
The Chicago Corporation March 2012 - January 2013
Chismond Management Corp January 2008 - December 2010
Advantage Mortgage Consulting January 2003 - December 2007
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, LBO, Due Diligence, Private Equity, Corporate Finance, Corporate Development, Divestitures, Finance, Mergers, Financial Analysis, Banking, Strategic Planning
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master, Business Administration; Accounting, Finance, and Entrepreneurship
University of Missouri-Columbia
BS, Electrical Engineering
University of Missouri-Columbia
BS, Computer Engineering
Robert W. Baird & Co. July 2015 - Present
Lazard June 2013 - July 2015
Training The Street December 2012 - June 2013
The Chicago Corporation March 2012 - January 2013
Chismond Management Corp January 2008 - December 2010
Advantage Mortgage Consulting January 2003 - December 2007
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, LBO, Due Diligence, Private Equity, Corporate Finance, Corporate Development, Divestitures, Finance, Mergers, Financial Analysis, Banking, Strategic Planning
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master, Business Administration; Accounting, Finance, and Entrepreneurship
University of Missouri-Columbia
BS, Electrical Engineering
University of Missouri-Columbia
BS, Computer Engineering
Dave Kuhl Dave Kuhl's The Chicago Corporation Experience January 2013 - November 2013
Job President and CEO at First Clover Leaf Bank
Industry Banking
Experience
First Clover Leaf Bank October 2013 - Present
The Chicago Corporation January 2013 - November 2013
NorStates Bank December 2012 - October 2013
First Financial Bank NA January 2012 - October 2012
Freestar Bank September 2006 - December 2011
Federal Home Loan Bank of Chicago March 2000 - December 2010
Illinois Bankers Association March 2000 - December 2010
Busey Bank December 1979 - September 2006
Skills
Strategic Planning, Mergers, Compliance, Investments, Customer Service, Regulatory Affairs, Executive Management, Administration, Analysis, Banking, Budgets, Business Development, Business Strategy, Cash Management, Change Management, Commercial Lending, Contract Negotiation, Corporate Finance, Credit, Derivatives, Due Diligence, Employee Benefits, Finance, Financial Analysis, Financial Services, Forecasting, Insurance, Leadership, Leadership Development, Loans, Management, Management Consulting, Mergers, Mortgage Lending, Negotiation, New Business Development, Operations Management, Portfolio Management, Process Improvement, Program Management, Risk Management, Start-ups, Strategic Financial..., Strategy, System Administration, Team Building, Training, Valuation
Education
Southern Illinois University, Edwardsville 1974 — 1976
Master of Business Administration, Finance
Eastern Illinois University 1968 — 1972
Bachelor of Science, Mathematics
First Clover Leaf Bank October 2013 - Present
The Chicago Corporation January 2013 - November 2013
NorStates Bank December 2012 - October 2013
First Financial Bank NA January 2012 - October 2012
Freestar Bank September 2006 - December 2011
Federal Home Loan Bank of Chicago March 2000 - December 2010
Illinois Bankers Association March 2000 - December 2010
Busey Bank December 1979 - September 2006
Skills
Strategic Planning, Mergers, Compliance, Investments, Customer Service, Regulatory Affairs, Executive Management, Administration, Analysis, Banking, Budgets, Business Development, Business Strategy, Cash Management, Change Management, Commercial Lending, Contract Negotiation, Corporate Finance, Credit, Derivatives, Due Diligence, Employee Benefits, Finance, Financial Analysis, Financial Services, Forecasting, Insurance, Leadership, Leadership Development, Loans, Management, Management Consulting, Mergers, Mortgage Lending, Negotiation, New Business Development, Operations Management, Portfolio Management, Process Improvement, Program Management, Risk Management, Start-ups, Strategic Financial..., Strategy, System Administration, Team Building, Training, Valuation
Education
Southern Illinois University, Edwardsville 1974 — 1976
Master of Business Administration, Finance
Eastern Illinois University 1968 — 1972
Bachelor of Science, Mathematics
Grove N. Mower Grove N. Mower's The Chicago Corporation Experience April 1989 - May 1995
Job Senior Vice President Financial Advisor at Wayne Hummer Investments, a Wintrust Wealth Management Company
Industry Financial Services
Experience
Wayne Hummer Investments, a Wintrust Wealth Management Company May 1998 - Present
BMO Nesbitt Burns June 1996 - June 1997
The Chicago Corporation April 1989 - May 1995
William Blair & Co. April 1988 - April 1989
Dillon Read & Co. March 1987 - November 1988
Mabon Nugent & Co. April 1982 - January 1985
Skills
Finance, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Investments, Strategic Financial..., Portfolio Management, Retirement, Securities, Uniform Combined State..., Financial Advisory, Estate Planning, Fixed Income
Education
Brown University 1976 — 1980
B.A, English and Political Science
Deerfield Academy 1972 — 1976
St. Louis Country Day School 1968 — 1972
Wayne Hummer Investments, a Wintrust Wealth Management Company May 1998 - Present
BMO Nesbitt Burns June 1996 - June 1997
The Chicago Corporation April 1989 - May 1995
William Blair & Co. April 1988 - April 1989
Dillon Read & Co. March 1987 - November 1988
Mabon Nugent & Co. April 1982 - January 1985
Skills
Finance, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Investments, Strategic Financial..., Portfolio Management, Retirement, Securities, Uniform Combined State..., Financial Advisory, Estate Planning, Fixed Income
Education
Brown University 1976 — 1980
B.A, English and Political Science
Deerfield Academy 1972 — 1976
St. Louis Country Day School 1968 — 1972
Damon Anderson Damon Anderson's The Chicago Corporation Experience February 1989 - April 1990
Job FX Energy Options LLC
Industry Oil & Energy
Experience
FX Energy Options LLC April 2013 - Present
InventivEnergy August 2013 - Present
Essential Power, LLC January 2009 - March 2013
FX Energy Options LLC September 2007 - January 2009
Integrys Energy Services September 2006 - September 2007
PPL Corporation June 1998 - March 2006
Prime International Trading/ FX Energy Options LLC April 1990 - May 1998
The Chicago Corporation February 1989 - April 1990
Applied Commodity Services May 1987 - February 1989
Geldermann Inc November 1986 - May 1987
Skills
Commodity Markets, Energy Markets, Energy, Electricity Markets, Power Trading, Hedging, Commodity, Energy Management, Power Generation, Natural Gas, Trading, Risk Management, Valuation, Mergers & Acquisitions, Portfolio Management, Financial Risk, Trading Systems, Options, Financial Structuring, Private Equity, Proprietary Trading, Renewable Energy, Financial Modeling
Education
Canisius College 1982 — 1986
Bachelor of Science (B.S.), Finance
Loyola University Rome Center 1985 — 1985
Finance, International Finance
FX Energy Options LLC April 2013 - Present
InventivEnergy August 2013 - Present
Essential Power, LLC January 2009 - March 2013
FX Energy Options LLC September 2007 - January 2009
Integrys Energy Services September 2006 - September 2007
PPL Corporation June 1998 - March 2006
Prime International Trading/ FX Energy Options LLC April 1990 - May 1998
The Chicago Corporation February 1989 - April 1990
Applied Commodity Services May 1987 - February 1989
Geldermann Inc November 1986 - May 1987
Skills
Commodity Markets, Energy Markets, Energy, Electricity Markets, Power Trading, Hedging, Commodity, Energy Management, Power Generation, Natural Gas, Trading, Risk Management, Valuation, Mergers & Acquisitions, Portfolio Management, Financial Risk, Trading Systems, Options, Financial Structuring, Private Equity, Proprietary Trading, Renewable Energy, Financial Modeling
Education
Canisius College 1982 — 1986
Bachelor of Science (B.S.), Finance
Loyola University Rome Center 1985 — 1985
Finance, International Finance
Ladd M. Duda Ladd M. Duda's The Chicago Corporation Experience 1986 - 1997
Job Experienced Investment Advice / Feltl and Company
Industry Financial Services
Experience
Feltl and Company December 2011 - Present
Fintegra,LLC March 2010 - January 2011
Wunderlich Securities,Inc. April 2002 - March 2007
Howe Barnes Investments ,Inc. April 2002 - April 2006
Tucker Anthony Incorporated May 1997 - March 2002
The Chicago Corporation 1986 - 1997
Skills
Portfolio Management, Mutual Funds, Asset Allocation, Investments, Retirement Planning, Securities, Investment Strategies, Investment Management, Wealth Management, Equities, Bonds, Fixed Income, Wealth Management..., IRAs, Trading, 401k, Retirement, Finance, Financial Advisory, Banking, Investment Banking, Financial Services
Education
Northwestern University 1978 — 1980
Economics and Accounting
University of Illinois at Urbana-Champaign 1964 — 1969
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Lane Technical H.S 1960 — 1964
Feltl and Company December 2011 - Present
Fintegra,LLC March 2010 - January 2011
Wunderlich Securities,Inc. April 2002 - March 2007
Howe Barnes Investments ,Inc. April 2002 - April 2006
Tucker Anthony Incorporated May 1997 - March 2002
The Chicago Corporation 1986 - 1997
Skills
Portfolio Management, Mutual Funds, Asset Allocation, Investments, Retirement Planning, Securities, Investment Strategies, Investment Management, Wealth Management, Equities, Bonds, Fixed Income, Wealth Management..., IRAs, Trading, 401k, Retirement, Finance, Financial Advisory, Banking, Investment Banking, Financial Services
Education
Northwestern University 1978 — 1980
Economics and Accounting
University of Illinois at Urbana-Champaign 1964 — 1969
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Lane Technical H.S 1960 — 1964
John H. Schmidt John H. Schmidt's The Chicago Corporation Experience February 2009 - April 2012
Job Managing Director, Aerospace & Defense Lead, North America at Accenture
Industry Management Consulting
Experience
Accenture January 2013 - Present
Capgemini Consulting April 2012 - January 2013
The Chicago Corporation February 2009 - April 2012
Underwriters Laboratories November 2008 - January 2009
Underwriters Laboratories December 2005 - November 2008
Accenture January 1988 - December 2005
Skills
Strategy, Business Strategy, Management, Program Management, Leadership, Management Consulting, Mergers & Acquisitions, Start-ups, Consulting, Strategic Planning, Acquisition Integration, Outsourcing, Change Management, Mergers, Process Improvement, Business Development, Competitive Analysis, Business Process..., Venture Capital, Business Analysis, P&L Management, Cross-functional Team..., Financial Services
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BS, Mechanical Engineering
Accenture January 2013 - Present
Capgemini Consulting April 2012 - January 2013
The Chicago Corporation February 2009 - April 2012
Underwriters Laboratories November 2008 - January 2009
Underwriters Laboratories December 2005 - November 2008
Accenture January 1988 - December 2005
Skills
Strategy, Business Strategy, Management, Program Management, Leadership, Management Consulting, Mergers & Acquisitions, Start-ups, Consulting, Strategic Planning, Acquisition Integration, Outsourcing, Change Management, Mergers, Process Improvement, Business Development, Competitive Analysis, Business Process..., Venture Capital, Business Analysis, P&L Management, Cross-functional Team..., Financial Services
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BS, Mechanical Engineering
Tina Stasny's The Chicago Corporation Experience January 1991 - February 1997
Job Costume Design and Production
Industry Music
Experience
Self-employed October 2007 - Present
US Census March 2010 - August 2010
Christopher Schuba & Company February 1998 - October 2007
The Chicago Corporation January 1991 - February 1997
Skills
Stage Management, Dance Education, Stitching/Costumes, Event Planning, Bookkeeping, Series7, Series 3
Education
Purdue University 1982 — 1987
Bachelor of Arts (B.A.), Design and Visual Communications, General/ Psychology
Self-employed October 2007 - Present
US Census March 2010 - August 2010
Christopher Schuba & Company February 1998 - October 2007
The Chicago Corporation January 1991 - February 1997
Skills
Stage Management, Dance Education, Stitching/Costumes, Event Planning, Bookkeeping, Series7, Series 3
Education
Purdue University 1982 — 1987
Bachelor of Arts (B.A.), Design and Visual Communications, General/ Psychology
Barbara Gamboa Barbara Gamboa's The Chicago Corporation Experience 1994 - 1995
Job Accounting Manager/Network Administrator at Metals Technology Corporation
Industry Accounting
Experience
Metals Technology Corporation March 1999 - Present
Navistar Inc 1996 - 1998
Navistar Financial 1995 - 1996
The Chicago Corporation 1994 - 1995
Skills
Sarbanes-Oxley Act, General Ledger, Financial Reporting, QuickBooks, Auditing, Internal Controls, Account Reconciliation, Accounts Payable, Sarbanes-Oxley, Financial Accounting, Consolidation, Peachtree, Financial Statements, Accounts Receivable, IT Service Management, Network Administration, ERP Implementations, ERP Software, Microsoft SQL Server, Microsoft Exchange, Cisco Routers, Cost Accounting
Education
Roosevelt University 1998 — 2000
Masters of Science, Information Systems
Dominican University 1989 — 1993
Bachelor of Arts, Accounting/Finance
Metals Technology Corporation March 1999 - Present
Navistar Inc 1996 - 1998
Navistar Financial 1995 - 1996
The Chicago Corporation 1994 - 1995
Skills
Sarbanes-Oxley Act, General Ledger, Financial Reporting, QuickBooks, Auditing, Internal Controls, Account Reconciliation, Accounts Payable, Sarbanes-Oxley, Financial Accounting, Consolidation, Peachtree, Financial Statements, Accounts Receivable, IT Service Management, Network Administration, ERP Implementations, ERP Software, Microsoft SQL Server, Microsoft Exchange, Cisco Routers, Cost Accounting
Education
Roosevelt University 1998 — 2000
Masters of Science, Information Systems
Dominican University 1989 — 1993
Bachelor of Arts, Accounting/Finance
Russell Weathersby Russell Weathersby's The Chicago Corporation Experience 1986 - 1999
Job Senior Business Analyst At The Northern Trust
Industry Financial Services
Experience
Bank of America August 2012 - April 2013
Chicago Mercantile Exchange May 2010 - April 2011
Action Real Estate Network February 2009 - April 2010
CheckFree February 2006 - February 2009
Knight Execution Partners 2000 - 2005
Mesirow Financial 1999 - 2000
The Chicago Corporation 1986 - 1999
Skills
Business Analysis, Unix, Customer Relations, Customer Service, Quality Assurance, Windows, XP, Operating Systems, Microsoft Office, Desktop Support, Computer Hardware, Excel, Outlook, Word, PowerPoint, SDLC, Requirements Analysis, XML, Disaster Recovery, Microsoft Word, Vendor Management, Technical Support, Software Documentation, Testing, Business Intelligence, Requirements Gathering, Analysis, Business Requirements, Agile Methodologies, Project Management, Management, Visio, Troubleshooting, Databases, Business Process, MS Project, Access, Windows XP, Microsoft Excel
Education
University of Illinois at Chicago 1977 — 1979
Engineering
Microtrain
Bank of America August 2012 - April 2013
Chicago Mercantile Exchange May 2010 - April 2011
Action Real Estate Network February 2009 - April 2010
CheckFree February 2006 - February 2009
Knight Execution Partners 2000 - 2005
Mesirow Financial 1999 - 2000
The Chicago Corporation 1986 - 1999
Skills
Business Analysis, Unix, Customer Relations, Customer Service, Quality Assurance, Windows, XP, Operating Systems, Microsoft Office, Desktop Support, Computer Hardware, Excel, Outlook, Word, PowerPoint, SDLC, Requirements Analysis, XML, Disaster Recovery, Microsoft Word, Vendor Management, Technical Support, Software Documentation, Testing, Business Intelligence, Requirements Gathering, Analysis, Business Requirements, Agile Methodologies, Project Management, Management, Visio, Troubleshooting, Databases, Business Process, MS Project, Access, Windows XP, Microsoft Excel
Education
University of Illinois at Chicago 1977 — 1979
Engineering
Microtrain
Anthony Benedict III Anthony Benedict III's The Chicago Corporation Experience January 1994 - December 1999
Job Predictive Modeler at Anthony Benedict III & Associates, LLC.
Industry Information Technology and Services
Experience
Anthony Benedict III & Associates, LLC. January 2012 - Present
The B.A.S. Report January 2008 - Present
Reid Consulting Group January 2000 - Present
The Chicago Corporation January 1994 - December 1999
Banco Di Roma January 1990 - December 1993
Wallace Computer Services 1988 - 1990
Wallace Computer Services 1988 - 1990
Skills
Integration, Project Management, Analysis, Business Analysis, Management Consulting, Finance, Investments, Business Process..., CRM, Team Management, E-commerce, Business Intelligence, Foreign Exchange, Management, Strategy, Change Management, Start-ups, Risk Management, ERP, Portfolio Management, Business Development, SDLC, Team Leadership, Financial Analysis, Strategic Planning, Business Strategy, Facebook, Customer Service, IT Strategy, Software Project..., Business Process, Financial Modeling, Vendor Management, Financial Markets, Consulting, Financial Services, Technical Analysis, Trading Systems, Commodity, FX Options, Options, Emerging Markets, Derivatives, Trading, Hedge Funds, FX trading, Electronic Trading, Equity Trading, Equity Derivatives, Investment Banking
Education
University of Chicago 1998 — 2000
Doctor of Mathematics, Financial Mathematics, A
Sapienza Università di Roma 1990 — 1993
Master's degree, Accounting and Finance, A
Anthony Benedict III & Associates, LLC. January 2012 - Present
The B.A.S. Report January 2008 - Present
Reid Consulting Group January 2000 - Present
The Chicago Corporation January 1994 - December 1999
Banco Di Roma January 1990 - December 1993
Wallace Computer Services 1988 - 1990
Wallace Computer Services 1988 - 1990
Skills
Integration, Project Management, Analysis, Business Analysis, Management Consulting, Finance, Investments, Business Process..., CRM, Team Management, E-commerce, Business Intelligence, Foreign Exchange, Management, Strategy, Change Management, Start-ups, Risk Management, ERP, Portfolio Management, Business Development, SDLC, Team Leadership, Financial Analysis, Strategic Planning, Business Strategy, Facebook, Customer Service, IT Strategy, Software Project..., Business Process, Financial Modeling, Vendor Management, Financial Markets, Consulting, Financial Services, Technical Analysis, Trading Systems, Commodity, FX Options, Options, Emerging Markets, Derivatives, Trading, Hedge Funds, FX trading, Electronic Trading, Equity Trading, Equity Derivatives, Investment Banking
Education
University of Chicago 1998 — 2000
Doctor of Mathematics, Financial Mathematics, A
Sapienza Università di Roma 1990 — 1993
Master's degree, Accounting and Finance, A
Kevin Hagan Kevin Hagan's The Chicago Corporation Experience October 1986 - December 1988
Job Registered Principal, Trading & Operations at Global Arena Capital Corp.
Industry Financial Services
Experience
Global Arena Capital Corp. December 2013 - June 2015
FURTHER LANE SECURITIES July 2012 - December 2013
McMahan Securities January 2003 - April 2011
PAX CLEARING CORP October 2000 - December 2002
J. F. HAWKEY October 1995 - October 2000
SWISS BANK CAPITAL MARKETS August 1989 - October 1995
MOORE, SCHLEY, CAMERON & CO December 1988 - August 1989
The Chicago Corporation October 1986 - December 1988
Skills
Series 7, Series 24, Series 55, Series 63, Bloomberg, Neovest, Real Tick, Instinet, Trade Master, Equity Trading, Equity Derivatives, Fixed Income, Options, US Treasuries, Operations Management, Trading, Equities, Securities, FINRA, Hedge Funds, Portfolio Management, Bonds, Trading Systems
Education
Mamaroneck High School
Mercy College
BS, Business Management
Global Arena Capital Corp. December 2013 - June 2015
FURTHER LANE SECURITIES July 2012 - December 2013
McMahan Securities January 2003 - April 2011
PAX CLEARING CORP October 2000 - December 2002
J. F. HAWKEY October 1995 - October 2000
SWISS BANK CAPITAL MARKETS August 1989 - October 1995
MOORE, SCHLEY, CAMERON & CO December 1988 - August 1989
The Chicago Corporation October 1986 - December 1988
Skills
Series 7, Series 24, Series 55, Series 63, Bloomberg, Neovest, Real Tick, Instinet, Trade Master, Equity Trading, Equity Derivatives, Fixed Income, Options, US Treasuries, Operations Management, Trading, Equities, Securities, FINRA, Hedge Funds, Portfolio Management, Bonds, Trading Systems
Education
Mamaroneck High School
Mercy College
BS, Business Management
Trish Kelly Trish Kelly's The Chicago Corporation Experience January 2013 - Present
Job Managing Director at The Chicago Corporation
Industry Financial Services
Experience
The Chicago Corporation January 2013 - Present
GRG Group LLC January 2011 - December 2012
Citizens Financial Group December 2007 - December 2010
LaSalle Bank May 1999 - November 2007
Skills
Real Estate Finance, Turnaround Specialist, Credit Risk, Commercial Lending, Loans, Commercial Banking, Commercial Mortgages, Credit Analysis, Underwriting, Credit, Real Estate, Due Diligence, Portfolio Management, Banking, Mortgage Lending, Real Estate Economics, Risk Management, Capital Markets, Corporate Finance, Financial Risk, Mergers & Acquisitions, Valuation, Investment Banking, Equities, Commercial Real Estate, Strategy, Investment Properties, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
Boston College 1977 — 1981
bachelor of science-, business- accounting major
The Chicago Corporation January 2013 - Present
GRG Group LLC January 2011 - December 2012
Citizens Financial Group December 2007 - December 2010
LaSalle Bank May 1999 - November 2007
Skills
Real Estate Finance, Turnaround Specialist, Credit Risk, Commercial Lending, Loans, Commercial Banking, Commercial Mortgages, Credit Analysis, Underwriting, Credit, Real Estate, Due Diligence, Portfolio Management, Banking, Mortgage Lending, Real Estate Economics, Risk Management, Capital Markets, Corporate Finance, Financial Risk, Mergers & Acquisitions, Valuation, Investment Banking, Equities, Commercial Real Estate, Strategy, Investment Properties, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
Boston College 1977 — 1981
bachelor of science-, business- accounting major
Jeffrey Pearsall's The Chicago Corporation Experience August 1993 - June 1994
Job Principal, Director of Wealth Management at RMB Capital Management
Industry Financial Services
Experience
RMB Capital Management January 2012 - Present
RMB Capital Management April 2005 - December 2011
UBS July 1994 - March 2005
The Chicago Corporation August 1993 - June 1994
Bausch + Lomb November 1991 - February 1993
SC Johnson October 1988 - October 1991
SC Johnson August 1986 - September 1988
SC Johnson September 1985 - July 1986
SC Johnson April 1983 - August 1985
SC Johnson October 1981 - March 1983
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Executive Masters Program
Colgate University 1977 — 1981
Bachelor of Arts (B.A.), English Literature
RMB Capital Management January 2012 - Present
RMB Capital Management April 2005 - December 2011
UBS July 1994 - March 2005
The Chicago Corporation August 1993 - June 1994
Bausch + Lomb November 1991 - February 1993
SC Johnson October 1988 - October 1991
SC Johnson August 1986 - September 1988
SC Johnson September 1985 - July 1986
SC Johnson April 1983 - August 1985
SC Johnson October 1981 - March 1983
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Executive Masters Program
Colgate University 1977 — 1981
Bachelor of Arts (B.A.), English Literature
Ira Wormack Ira Wormack's The Chicago Corporation Experience June 1991 - September 1992
Job Service Desk and Operations Control Analyst at Perrigo
Industry Information Technology and Services
Experience
Perrigo December 2011 - Present
Bronson Methodist Hospital May 2011 - December 2011
Stryker June 2010 - December 2010
Trading Technologies International May 2007 - May 2008
CQG Incorporated March 2005 - February 2007
ISI Systems Group August 1997 - April 2004
Chicago Stock Exchange June 1995 - August 1997
ISI Systems Group/The Chicago Corporation September 1992 - May 1995
The Chicago Corporation June 1991 - September 1992
First Options of Chicago June 1986 - July 1990
Skills
Trading Systems, Market Data, Electronic Trading, Networking, Servers, Troubleshooting, Trading, Technical Support, Cisco Technologies, Disaster Recovery, Equities, Financial Markets, Solaris, Quality Assurance, Operating Systems, SQL, Hardware, Software Installation, Linux, Commodity
Education
DeVry Institute of Technology 1991 — 1993
BA, Computer Information Systems
Perrigo December 2011 - Present
Bronson Methodist Hospital May 2011 - December 2011
Stryker June 2010 - December 2010
Trading Technologies International May 2007 - May 2008
CQG Incorporated March 2005 - February 2007
ISI Systems Group August 1997 - April 2004
Chicago Stock Exchange June 1995 - August 1997
ISI Systems Group/The Chicago Corporation September 1992 - May 1995
The Chicago Corporation June 1991 - September 1992
First Options of Chicago June 1986 - July 1990
Skills
Trading Systems, Market Data, Electronic Trading, Networking, Servers, Troubleshooting, Trading, Technical Support, Cisco Technologies, Disaster Recovery, Equities, Financial Markets, Solaris, Quality Assurance, Operating Systems, SQL, Hardware, Software Installation, Linux, Commodity
Education
DeVry Institute of Technology 1991 — 1993
BA, Computer Information Systems
Curtis Olson's The Chicago Corporation Experience 1987 - 1988
Job Head of Institutional Sales at MoneyGuidePro (PIEtech, Inc.)
Industry Financial Services
Experience
MoneyGuidePro (PIEtech, Inc.) August 2015 - Present
C Sharp Group, LLC November 2013 - July 2015
Symetra March 2012 - October 2013
Sun Life Financial Distributors, Inc. September 1999 - April 2012
Sun Life Financial September 1999 - February 2009
MFS Investment Management September 1999 - March 2003
NAVA, the Assocation for Insured Retirement Solutions January 2000 - December 2002
RBC Dain Rauscher June 1994 - September 1999
Scudder Investments 1988 - 1994
The Chicago Corporation 1987 - 1988
Skills
Strategy, Series 6, Series 63, Fixed Annuities, Securities, Series 7, Strategic Partnerships, Asset Management, Relationship Management, Financial Services, Account Management, Mutual Funds, Investment Management, Insurance, Investment Advisory, Series 24, Fixed Income, Retirement Planning, Financial Planners, Leadership, Risk Management, Strategic Financial..., Employee Benefits, Uniform Combined State..., Life Insurance, Financial Advisory, Investments, Term Life Insurance, Separately Managed..., Portfolio Management, Long-term Care, Wealth, Variable Annuities, Banking, Team Management, Estate Planning, Series 65, FINRA, Management, Sales Management, IRAs, Retirement, Product Development, Negotiation, Long Term Care Insurance, Wealth Management, Asset Allocation, Pensions, Alternative Investments, Executive Management
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BA, Communications
aurora east high school 1979 — 1982
MoneyGuidePro (PIEtech, Inc.) August 2015 - Present
C Sharp Group, LLC November 2013 - July 2015
Symetra March 2012 - October 2013
Sun Life Financial Distributors, Inc. September 1999 - April 2012
Sun Life Financial September 1999 - February 2009
MFS Investment Management September 1999 - March 2003
NAVA, the Assocation for Insured Retirement Solutions January 2000 - December 2002
RBC Dain Rauscher June 1994 - September 1999
Scudder Investments 1988 - 1994
The Chicago Corporation 1987 - 1988
Skills
Strategy, Series 6, Series 63, Fixed Annuities, Securities, Series 7, Strategic Partnerships, Asset Management, Relationship Management, Financial Services, Account Management, Mutual Funds, Investment Management, Insurance, Investment Advisory, Series 24, Fixed Income, Retirement Planning, Financial Planners, Leadership, Risk Management, Strategic Financial..., Employee Benefits, Uniform Combined State..., Life Insurance, Financial Advisory, Investments, Term Life Insurance, Separately Managed..., Portfolio Management, Long-term Care, Wealth, Variable Annuities, Banking, Team Management, Estate Planning, Series 65, FINRA, Management, Sales Management, IRAs, Retirement, Product Development, Negotiation, Long Term Care Insurance, Wealth Management, Asset Allocation, Pensions, Alternative Investments, Executive Management
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BA, Communications
aurora east high school 1979 — 1982
Seth Rachlin, Ph.D. Seth Rachlin, Ph.D.'s The Chicago Corporation Experience September 2010 - April 2011
Job Vice President, Insurance at Capgemini
Industry Insurance
Experience
Capgemini March 2014 - Present
Advisen May 2011 - March 2014
The Chicago Corporation September 2010 - April 2011
Moore Stephens Business Solutions February 2006 - September 2010
TechPar Group September 2003 - December 2005
Connect Systems, Inc. 1995 - 2003
Skills
Insurance, Sales, Change Management, Strategic Planning, Management Consulting, Business Intelligence, Process Improvement, Telecommunications, Business Strategy, Business Process..., Portfolio Management, Business Analysis, Competitive Analysis, Data Warehousing, Marketing, Program Management, Risk Management, CRM, Project Management, Start-ups, Vendor Management, IT Strategy, Strategy, Mergers & Acquisitions, Business Development, Requirements Analysis, Management, SDLC, Analysis, Analytics, Leadership, Product Management, Product Marketing, Property, Security
Education
Columbia University in the City of New York
Doctor of Philosophy (Ph.D.)
Princeton University 1982 — 1986
A.B.
Allen Stevenson
Horace Mann School
Capgemini March 2014 - Present
Advisen May 2011 - March 2014
The Chicago Corporation September 2010 - April 2011
Moore Stephens Business Solutions February 2006 - September 2010
TechPar Group September 2003 - December 2005
Connect Systems, Inc. 1995 - 2003
Skills
Insurance, Sales, Change Management, Strategic Planning, Management Consulting, Business Intelligence, Process Improvement, Telecommunications, Business Strategy, Business Process..., Portfolio Management, Business Analysis, Competitive Analysis, Data Warehousing, Marketing, Program Management, Risk Management, CRM, Project Management, Start-ups, Vendor Management, IT Strategy, Strategy, Mergers & Acquisitions, Business Development, Requirements Analysis, Management, SDLC, Analysis, Analytics, Leadership, Product Management, Product Marketing, Property, Security
Education
Columbia University in the City of New York
Doctor of Philosophy (Ph.D.)
Princeton University 1982 — 1986
A.B.
Allen Stevenson
Horace Mann School
John Golen, AAMS®, CFP® John Golen, AAMS®, CFP®'s The Chicago Corporation Experience June 1987 - October 1998
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2002 - Present
ABN AMRO October 1998 - November 1999
The Chicago Corporation June 1987 - October 1998
Skills
Retirement Planning, Investments, Mutual Funds, Asset Allocation, Investment Strategies, 401k, Finance, Retirement, Financial Services, Hedge Funds, Securities, Insurance, Equities, Personal Finance, Fixed Income, IRAs, 401k Rollovers
Education
Saint Xavier University 1988 — 1992
MBA, Finance
DePaul University 1980 — 1982
BS, College of Commerce
Loras College 1977 — 1979
BS, Business Administration
Wells Fargo Advisors, LLC 2002 - Present
ABN AMRO October 1998 - November 1999
The Chicago Corporation June 1987 - October 1998
Skills
Retirement Planning, Investments, Mutual Funds, Asset Allocation, Investment Strategies, 401k, Finance, Retirement, Financial Services, Hedge Funds, Securities, Insurance, Equities, Personal Finance, Fixed Income, IRAs, 401k Rollovers
Education
Saint Xavier University 1988 — 1992
MBA, Finance
DePaul University 1980 — 1982
BS, College of Commerce
Loras College 1977 — 1979
BS, Business Administration
Paul McDonough Paul McDonough's The Chicago Corporation Experience 2010 - Present
Job Principal Consultant at Paul J. McDonough & Associates
Industry Real Estate
Experience
The Chicago Corporation 2010 - Present
Paul J. McDonough & Associates 2000 - Present
Clovis Point, LLC 2000 - Present
Kraft Foods Group 1988 - 1998
Skills
Business Strategy, New Business Development, Cost Optimization, Mergers & Acquisitions, Business Development..., Food & Beverage, Food Manufacturing, Beverage Development, Private Label, Valuation, Real Estate, Real Estate Development, Investment Properties, Budgets, Investments, Due Diligence, Wealth, Real Estate Transactions, Commercial Real Estate, Property Management, Private Equity, Contract Negotiation, Management Consulting, Negotiation, Change Management, Capital, Investment Banking, Corporate Finance, Portfolio Management, Strategic Planning, Venture Capital, Strategy
Education
Rensselaer Polytechnic Institute 1976 — 1980
B.S., Engineering
The Chicago Corporation 2010 - Present
Paul J. McDonough & Associates 2000 - Present
Clovis Point, LLC 2000 - Present
Kraft Foods Group 1988 - 1998
Skills
Business Strategy, New Business Development, Cost Optimization, Mergers & Acquisitions, Business Development..., Food & Beverage, Food Manufacturing, Beverage Development, Private Label, Valuation, Real Estate, Real Estate Development, Investment Properties, Budgets, Investments, Due Diligence, Wealth, Real Estate Transactions, Commercial Real Estate, Property Management, Private Equity, Contract Negotiation, Management Consulting, Negotiation, Change Management, Capital, Investment Banking, Corporate Finance, Portfolio Management, Strategic Planning, Venture Capital, Strategy
Education
Rensselaer Polytechnic Institute 1976 — 1980
B.S., Engineering
Robert Gold Robert Gold's The Chicago Corporation Experience February 2010 - Present
Job Managing Director at The Chicago Corporation
Industry Financial Services
Experience
AEGIS Professional Services 2013 - Present
The Chicago Corporation February 2010 - Present
Law Office of W. Robert Gold 2004 - 2012
Focus, LLC February 2008 - February 2010
Focus Investment Banking 2007 - 2008
Sachnoff & Weaver, Ltd. 1998 - 2004
Skills
Mergers, Due Diligence, Licensing, Private Equity, Tax, Corporate Law, Tax Law, Adquisitions, Divestitures, Intellectual Property, Real Estate Transactions, Real Estate Financing, Debt, LLC, Limited Partnerships, Partnership Taxation, Investment Banking, M&A experience, Arbitration, Growth Capital, Restructuring, Mergers & Acquisitions, Banking, Corporate Finance, Joint Ventures, Business Valuation, Finance, Financial Structuring, Acquisitions, Private Placements, Valuation, Corporate Development, Capital Markets, IPO, Corporate Governance, Structured Finance, Capital, Equities, Emerging Markets, Financial Advisory, Securities, Financial Modeling, Project Finance, Funding, Start-ups, LBO, Executive Management, Leveraged Finance, Portfolio Management, Hedge Funds
Education
Northwestern University School of Law 1991 — 1994
J.D., Law
University of Michigan 1986 — 1990
Bachelor of Business Administration (BBA)
The Taft School 1983 — 1986
The Latin School of Chicago 1971 — 1983
AEGIS Professional Services 2013 - Present
The Chicago Corporation February 2010 - Present
Law Office of W. Robert Gold 2004 - 2012
Focus, LLC February 2008 - February 2010
Focus Investment Banking 2007 - 2008
Sachnoff & Weaver, Ltd. 1998 - 2004
Skills
Mergers, Due Diligence, Licensing, Private Equity, Tax, Corporate Law, Tax Law, Adquisitions, Divestitures, Intellectual Property, Real Estate Transactions, Real Estate Financing, Debt, LLC, Limited Partnerships, Partnership Taxation, Investment Banking, M&A experience, Arbitration, Growth Capital, Restructuring, Mergers & Acquisitions, Banking, Corporate Finance, Joint Ventures, Business Valuation, Finance, Financial Structuring, Acquisitions, Private Placements, Valuation, Corporate Development, Capital Markets, IPO, Corporate Governance, Structured Finance, Capital, Equities, Emerging Markets, Financial Advisory, Securities, Financial Modeling, Project Finance, Funding, Start-ups, LBO, Executive Management, Leveraged Finance, Portfolio Management, Hedge Funds
Education
Northwestern University School of Law 1991 — 1994
J.D., Law
University of Michigan 1986 — 1990
Bachelor of Business Administration (BBA)
The Taft School 1983 — 1986
The Latin School of Chicago 1971 — 1983
Colin O'Callaghan Colin O'Callaghan's The Chicago Corporation Experience January 2011 - June 2012
Job Credit Analyst at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ June 2013 - Present
Livingstone Partners June 2012 - March 2013
The Chicago Corporation January 2011 - June 2012
Christ the King Jesuit College Preparatory School September 2009 - August 2010
Bank of America Merrill Lynch July 2008 - March 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Mergers, Due Diligence, Industry Analysis, Investment Banking, Debt, Strategic Analysis, DCF, Mergers & Acquisitions, Project Management, Corporate Finance, Competitive Analysis, Private Equity, Equities, Venture Capital, Acquisitions, Finance, Capital Markets, Analysis, Trading, Business Valuation, Accounting, LBO, Bloomberg, Restructuring, Credit, Corporate Development, Portfolio Management, Investments, Equity Research, Emerging Markets, Financial Structuring, Fixed Income, M&A experience, Structured Finance
Education
Hong Kong University of Science and Technology - School of Business and Management 2008 — 2008
MBA, Finance
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance
University of Southampton 2004 — 2005
MSc, Global Politics
College of the Holy Cross 1998 — 2002
BA, Economics and Studies in World Literature
Bank of Tokyo-Mitsubishi UFJ June 2013 - Present
Livingstone Partners June 2012 - March 2013
The Chicago Corporation January 2011 - June 2012
Christ the King Jesuit College Preparatory School September 2009 - August 2010
Bank of America Merrill Lynch July 2008 - March 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Mergers, Due Diligence, Industry Analysis, Investment Banking, Debt, Strategic Analysis, DCF, Mergers & Acquisitions, Project Management, Corporate Finance, Competitive Analysis, Private Equity, Equities, Venture Capital, Acquisitions, Finance, Capital Markets, Analysis, Trading, Business Valuation, Accounting, LBO, Bloomberg, Restructuring, Credit, Corporate Development, Portfolio Management, Investments, Equity Research, Emerging Markets, Financial Structuring, Fixed Income, M&A experience, Structured Finance
Education
Hong Kong University of Science and Technology - School of Business and Management 2008 — 2008
MBA, Finance
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance
University of Southampton 2004 — 2005
MSc, Global Politics
College of the Holy Cross 1998 — 2002
BA, Economics and Studies in World Literature
Kris Grosshans Kris Grosshans's The Chicago Corporation Experience September 2010 - February 2011
Job Managing Director at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
Mizuho Securities USA Inc. February 2011 - Present
The Chicago Corporation September 2010 - February 2011
Peak Partners LLC September 2008 - September 2010
ABN AMRO July 1998 - July 2008
LTCB 1994 - 1998
CIBC 1987 - 1994
InterFirst Bank 1985 - 1987
Skills
Mergers, Investment Banking, Financial Structuring, Capital Raising, Financial Services, Capital Markets, Valuation, Corporate Finance, Management, Loan Origination, Structured Finance, Divestitures, Restructuring, Portfolio Management
Education
University of Nebraska-Lincoln 1981 — 1985
Bachelor of Science in Business Administration, Finance and Accounting
Mizuho Securities USA Inc. February 2011 - Present
The Chicago Corporation September 2010 - February 2011
Peak Partners LLC September 2008 - September 2010
ABN AMRO July 1998 - July 2008
LTCB 1994 - 1998
CIBC 1987 - 1994
InterFirst Bank 1985 - 1987
Skills
Mergers, Investment Banking, Financial Structuring, Capital Raising, Financial Services, Capital Markets, Valuation, Corporate Finance, Management, Loan Origination, Structured Finance, Divestitures, Restructuring, Portfolio Management
Education
University of Nebraska-Lincoln 1981 — 1985
Bachelor of Science in Business Administration, Finance and Accounting
Robert Mitchell, CFA, CIMA Robert Mitchell, CFA, CIMA's The Chicago Corporation Experience April 1987 - February 1988
Job Family Wealth Advisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management December 2013 - Present
Northern Trust August 2006 - November 2013
Northern Trust - Global Investments December 2002 - August 2006
The Northern Trust Company August 1993 - December 2002
The Northern Trust Company February 1988 - August 1993
The Chicago Corporation April 1987 - February 1988
Mellon Capital Management March 1984 - April 1987
Standard Oil Compay (Indiana) June 1980 - March 1984
Skills
Equities, Asset Allocation, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Management, Investments, Hedge Funds, Investment Strategies, Options, Estate Planning, Wealth Management
Education
University of Illinois at Urbana-Champaign
B.S. Engineering, Computer Science
Lincoln-Way Community High School 1972 — 1975
BNY Mellon Wealth Management December 2013 - Present
Northern Trust August 2006 - November 2013
Northern Trust - Global Investments December 2002 - August 2006
The Northern Trust Company August 1993 - December 2002
The Northern Trust Company February 1988 - August 1993
The Chicago Corporation April 1987 - February 1988
Mellon Capital Management March 1984 - April 1987
Standard Oil Compay (Indiana) June 1980 - March 1984
Skills
Equities, Asset Allocation, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Management, Investments, Hedge Funds, Investment Strategies, Options, Estate Planning, Wealth Management
Education
University of Illinois at Urbana-Champaign
B.S. Engineering, Computer Science
Lincoln-Way Community High School 1972 — 1975
Bret Williams's The Chicago Corporation Experience July 1995 - April 1998
Job Chief Operations Officer at Financial Consortium International LLC
Industry Financial Services
Experience
Financial Consortium International LLC April 1998 - Present
ABN AMRO, Inc. January 1997 - April 1998
The Chicago Corporation July 1995 - April 1998
Man International December 1994 - June 1995
Geldermann Ltd. August 1993 - December 1994
Geldermann, Inc. October 1985 - August 1993
Skills
Capital Markets, Currency, Electronic Trading, Alternative Investments, Options, Commodity Markets, Equities, Investments, Derivatives, Risk Management, Portfolio Management, Trading, Hedge Funds, Financial Markets, Management, Commodity, Asset Management, Fixed Income, Securities, Trading Systems
Education
Northern Michigan University 1980 — 1984
BS, Marketing
Financial Consortium International LLC April 1998 - Present
ABN AMRO, Inc. January 1997 - April 1998
The Chicago Corporation July 1995 - April 1998
Man International December 1994 - June 1995
Geldermann Ltd. August 1993 - December 1994
Geldermann, Inc. October 1985 - August 1993
Skills
Capital Markets, Currency, Electronic Trading, Alternative Investments, Options, Commodity Markets, Equities, Investments, Derivatives, Risk Management, Portfolio Management, Trading, Hedge Funds, Financial Markets, Management, Commodity, Asset Management, Fixed Income, Securities, Trading Systems
Education
Northern Michigan University 1980 — 1984
BS, Marketing
Anthony Ingrassia Anthony Ingrassia's The Chicago Corporation Experience 1995 - 1997
Job CTA & Principal
Industry Investment Management
Experience
Integral Capital Management, LLC June 2013 - Present
MAX Trading System, LLC 2014 - 2015
Anthony Ingrassia, CTA 1996 - June 2013
On-Site Trading, LLC 1999 - 2002
A.G. Edwards & Sons, Inc. 1997 - 1999
The Chicago Corporation 1995 - 1997
New York Life Insurance Company 1992 - 1995
Skills
Commodities Trading..., Foreign Exchange..., FX Hedging, Forex, Options, Trading, Equities, FINRA, Foreign Exchange, Trading Systems, Series 7, Securities, Investments, Commodity, Emerging Markets, Fixed Income, Equity Trading, ETFs, Trading Strategies, Proprietary Trading, Hedging, Electronic Trading, Options Strategies, Currency, Technical Analysis, FX trading, Prime Brokerage, Equity Derivatives, Fundamental Analysis, Alternative Investments, Bloomberg Terminal, FX Options, Bonds, Structured Products, Credit Derivatives, Quantitative Finance, Hedge Funds, Interest Rate..., Equity Valuation, Asset Allocation, Institutional..., Equity Research, Portfolio Optimization, Fund Of Funds, Financial Markets, Quantitative Analytics, Commodity Markets, Risk Management, Derivatives, Asset Management
Education
The Cooper Union for the Advancement of Science and Art 1967 — 1971
Integral Capital Management, LLC June 2013 - Present
MAX Trading System, LLC 2014 - 2015
Anthony Ingrassia, CTA 1996 - June 2013
On-Site Trading, LLC 1999 - 2002
A.G. Edwards & Sons, Inc. 1997 - 1999
The Chicago Corporation 1995 - 1997
New York Life Insurance Company 1992 - 1995
Skills
Commodities Trading..., Foreign Exchange..., FX Hedging, Forex, Options, Trading, Equities, FINRA, Foreign Exchange, Trading Systems, Series 7, Securities, Investments, Commodity, Emerging Markets, Fixed Income, Equity Trading, ETFs, Trading Strategies, Proprietary Trading, Hedging, Electronic Trading, Options Strategies, Currency, Technical Analysis, FX trading, Prime Brokerage, Equity Derivatives, Fundamental Analysis, Alternative Investments, Bloomberg Terminal, FX Options, Bonds, Structured Products, Credit Derivatives, Quantitative Finance, Hedge Funds, Interest Rate..., Equity Valuation, Asset Allocation, Institutional..., Equity Research, Portfolio Optimization, Fund Of Funds, Financial Markets, Quantitative Analytics, Commodity Markets, Risk Management, Derivatives, Asset Management
Education
The Cooper Union for the Advancement of Science and Art 1967 — 1971
Konstantine Bourlas Konstantine Bourlas's The Chicago Corporation Experience September 2011 - March 2012
Job Associate
Industry Investment Banking
Experience
Lazard Middle Market May 2012 - Present
The Chicago Corporation September 2011 - March 2012
Graycor Construction Company July 2010 - July 2011
The Timken Company January 2008 - July 2010
The Timken Company July 2006 - December 2007
Skills
Strategy, Business Development, Mergers & Acquisitions, Due Diligence, Market Research, Valuation, Sales, Manufacturing, Marketing, Recruiting, Training, Investments, Business Strategy, Project Management, Mergers, Lean Manufacturing, Microsoft Office, Strategic Planning, Competitive Analysis, Financial Modeling
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance and Accounting
Carnegie Mellon University 2002 — 2006
Bachelor, Mechanical Engineering
Lazard Middle Market May 2012 - Present
The Chicago Corporation September 2011 - March 2012
Graycor Construction Company July 2010 - July 2011
The Timken Company January 2008 - July 2010
The Timken Company July 2006 - December 2007
Skills
Strategy, Business Development, Mergers & Acquisitions, Due Diligence, Market Research, Valuation, Sales, Manufacturing, Marketing, Recruiting, Training, Investments, Business Strategy, Project Management, Mergers, Lean Manufacturing, Microsoft Office, Strategic Planning, Competitive Analysis, Financial Modeling
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance and Accounting
Carnegie Mellon University 2002 — 2006
Bachelor, Mechanical Engineering
Gregory Donovan Gregory Donovan's The Chicago Corporation Experience April 1995 - January 1996
Job Principal/Founder at Blue Corner Solutions, Inc.
Industry Information Technology and Services
Experience
Blue Corner Solutions, Inc. July 2010 - Present
Independent Consultant August 1996 - July 2010
Interactive Communications Systems, Inc. January 1995 - August 1996
The Chicago Corporation April 1995 - January 1996
The Feldman Investment Group January 1993 - April 1995
The Feldman Investment Group January 1991 - January 1993
The Feldman Investment Group March 1990 - January 1991
Skills
Project Management, CRM, Management, Investments, Marketing, Strategic Communications, Software Design, Entrepreneurship, Equity Research, Technology, Outsourcing, Fixed Income, Data Integration, CRM Integration, SSRS, Business Intelligence, APX, Investment Advisory, SQL, Microsoft SQL Server, Java, Spring Framework, Process Improvement, Billing Solutions, Web Applications, Process Automation, Consulting
Education
Knox College 1985 — 1989
Bachelor of Arts, Economics, Chemistry double major
Blue Corner Solutions, Inc. July 2010 - Present
Independent Consultant August 1996 - July 2010
Interactive Communications Systems, Inc. January 1995 - August 1996
The Chicago Corporation April 1995 - January 1996
The Feldman Investment Group January 1993 - April 1995
The Feldman Investment Group January 1991 - January 1993
The Feldman Investment Group March 1990 - January 1991
Skills
Project Management, CRM, Management, Investments, Marketing, Strategic Communications, Software Design, Entrepreneurship, Equity Research, Technology, Outsourcing, Fixed Income, Data Integration, CRM Integration, SSRS, Business Intelligence, APX, Investment Advisory, SQL, Microsoft SQL Server, Java, Spring Framework, Process Improvement, Billing Solutions, Web Applications, Process Automation, Consulting
Education
Knox College 1985 — 1989
Bachelor of Arts, Economics, Chemistry double major
Diane Denk Diane Denk's The Chicago Corporation Experience December 1988 - February 1997
Job Activist/Volunteer
Industry Education Management
Experience
Kennebunk Democratic Town Committee January 2010 - Present
Maine State Democratic Committee January 2010 - Present
Maine Dental Board of of Examiners January 2008 - Present
MSAD 71 January 2001 - Present
The Chicago Corporation December 1988 - February 1997
Education
National Lewis University 1997 — 1998
MAT, Special Education
Loyola University Chicago 1976 — 1978
MSHR, Human Resources/Labor
Kennebunk Democratic Town Committee January 2010 - Present
Maine State Democratic Committee January 2010 - Present
Maine Dental Board of of Examiners January 2008 - Present
MSAD 71 January 2001 - Present
The Chicago Corporation December 1988 - February 1997
Education
National Lewis University 1997 — 1998
MAT, Special Education
Loyola University Chicago 1976 — 1978
MSHR, Human Resources/Labor
Gerald Laurain's The Chicago Corporation Experience 1997 - 2002
Job Chief Investment Officer
Industry Financial Services
Experience
... March 2007 - Present
LaSalle Bank 2002 - 2007
The Chicago Corporation 1997 - 2002
Lamborn Securities 1994 - 1996
J.P. Morgan 1992 - 1994
Quantum Financial Services 1990 - 1992
Laurain & Company 1989 - 1990
Thomson McKinnon 1987 - 1989
Staley Commodities 1985 - 1987
Merrill Lynch Capital Markets 1980 - 1985
Skills
Chartered Financial..., Investment Management, Portfolio Management, Investment Strategies, Alternative Investments, Fixed Income, Derivatives, Wealth Management..., Investments, Hedge Funds, Commodity, Financial Markets, Bonds, Private Equity, Trading, Asset Allocation, Equities, Wealth Management, Investment Advisory, Asset Management, Securities, Capital Markets, Mutual Funds, Series 7, Series 63, Investment Banking, Hedging, Asset Managment, Equity Research
Education
Weatherhead School of Management at Case Western Reserve University 1976 — 1977
MSM, Finance
Case Western Reserve University 1973 — 1977
BA, Mathematics/Statistics
Grand River Academy 1971 — 1973
... March 2007 - Present
LaSalle Bank 2002 - 2007
The Chicago Corporation 1997 - 2002
Lamborn Securities 1994 - 1996
J.P. Morgan 1992 - 1994
Quantum Financial Services 1990 - 1992
Laurain & Company 1989 - 1990
Thomson McKinnon 1987 - 1989
Staley Commodities 1985 - 1987
Merrill Lynch Capital Markets 1980 - 1985
Skills
Chartered Financial..., Investment Management, Portfolio Management, Investment Strategies, Alternative Investments, Fixed Income, Derivatives, Wealth Management..., Investments, Hedge Funds, Commodity, Financial Markets, Bonds, Private Equity, Trading, Asset Allocation, Equities, Wealth Management, Investment Advisory, Asset Management, Securities, Capital Markets, Mutual Funds, Series 7, Series 63, Investment Banking, Hedging, Asset Managment, Equity Research
Education
Weatherhead School of Management at Case Western Reserve University 1976 — 1977
MSM, Finance
Case Western Reserve University 1973 — 1977
BA, Mathematics/Statistics
Grand River Academy 1971 — 1973
Hubert de la Vauvre Hubert de la Vauvre's The Chicago Corporation Experience February 2014 - Present
Job Associate at The Chicago Corporation
Industry Investment Banking
Experience
The Chicago Corporation February 2014 - Present
The Chicago Corporation January 2010 - February 2014
The Chicago Corporation 2010 - 2010
First American Bank 2009 - 2009
Griffith Laboratories 2006 - 2006
Skills
Mergers & Acquisitions, Private Equity, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Due Diligence, Marketing, Equities, Divestitures, Business Strategy, Management Consulting, Strategy, Capital, Restructuring, Capital Markets, Corporate Development, Portfolio Management, Project Finance, Mergers, Strategic Planning, Business Valuation
Education
DePaul University 2006 — 2009
BSC, Finance and Marketing
Lycee Francais de Chicago 2001 — 2005
High School Degree
The Chicago Corporation February 2014 - Present
The Chicago Corporation January 2010 - February 2014
The Chicago Corporation 2010 - 2010
First American Bank 2009 - 2009
Griffith Laboratories 2006 - 2006
Skills
Mergers & Acquisitions, Private Equity, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Due Diligence, Marketing, Equities, Divestitures, Business Strategy, Management Consulting, Strategy, Capital, Restructuring, Capital Markets, Corporate Development, Portfolio Management, Project Finance, Mergers, Strategic Planning, Business Valuation
Education
DePaul University 2006 — 2009
BSC, Finance and Marketing
Lycee Francais de Chicago 2001 — 2005
High School Degree
Manny Ayala Manny Ayala's The Chicago Corporation Experience June 1990 - August 1997
Job Senior Data Consultant at Edgetech Networks Inc.
Industry Financial Services
Experience
Edgetech Networks Inc. July 2012 - Present
Gar Wood Securities January 2005 - July 2012
Knight Trading Group April 2000 - September 2004
Mesirow Financial August 1997 - April 2000
The Chicago Corporation June 1990 - August 1997
Securities Settlement Corp 1980 - 1990
Merrill Lynch 1975 - 1980
Skills
Options, Series 7, Analysis, Trading Systems, Equities, Trading, Hedge Funds, Fixed Income, Customer Relations, Excel, Word, Microsoft Office, Portfolio Management, Databases, Microsoft Excel
Education
De Andreis Seminary 1975 — 1976
Theology
DePaul University 1975 — 1976
Psychology
St. John's Seminary College 1970 — 1974
BA, Philosophy
Regina Cleri Seminary 1967 — 1970
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Edgetech Networks Inc. July 2012 - Present
Gar Wood Securities January 2005 - July 2012
Knight Trading Group April 2000 - September 2004
Mesirow Financial August 1997 - April 2000
The Chicago Corporation June 1990 - August 1997
Securities Settlement Corp 1980 - 1990
Merrill Lynch 1975 - 1980
Skills
Options, Series 7, Analysis, Trading Systems, Equities, Trading, Hedge Funds, Fixed Income, Customer Relations, Excel, Word, Microsoft Office, Portfolio Management, Databases, Microsoft Excel
Education
De Andreis Seminary 1975 — 1976
Theology
DePaul University 1975 — 1976
Psychology
St. John's Seminary College 1970 — 1974
BA, Philosophy
Regina Cleri Seminary 1967 — 1970
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Steve Squier Steve Squier's The Chicago Corporation Experience 1991 - 2003
Job President at Steve Squier Web Plumbing
Industry Computer Software
Experience
Steve Squier Web Plumbing 2006 - Present
The Chicago Corporation 1991 - 2003
Wertheim Schroder 1980 - 1988
Skills
Options, Trading, Team Building, Valuation, Financial Markets, Equity Trading
Education
College of DuPage 1990 — 1994
Certificate, Programming
University of Illinois at Urbana-Champaign 1969 — 1973
BS, Communications
Steve Squier Web Plumbing 2006 - Present
The Chicago Corporation 1991 - 2003
Wertheim Schroder 1980 - 1988
Skills
Options, Trading, Team Building, Valuation, Financial Markets, Equity Trading
Education
College of DuPage 1990 — 1994
Certificate, Programming
University of Illinois at Urbana-Champaign 1969 — 1973
BS, Communications
Petar N. Calov's The Chicago Corporation Experience January 2015 - Present
Job Associate at The Chicago Corporation
Industry Investment Banking
Experience
The Chicago Corporation January 2015 - Present
The Chicago Corporation May 2011 - December 2013
The Chicago Corporation November 2010 - May 2011
Illinois Housing Development Authority August 2010 - October 2010
Illinois Housing Development Authority June 2010 - August 2010
Skills
Valuation, Portfolio Management, Due Diligence, Investment Banking, Financial Modeling, Analysis, Business Development, Mergers & Acquisitions, Competitive Analysis, Finance, Corporate Finance, Mergers, Banking, Strategy, Financial Analysis, Management, Private Equity
Education
Loyola University of Chicago 2007 — 2011
Finance, Economics
Xavier University 2007 — 2007
Finance
The Chicago Corporation January 2015 - Present
The Chicago Corporation May 2011 - December 2013
The Chicago Corporation November 2010 - May 2011
Illinois Housing Development Authority August 2010 - October 2010
Illinois Housing Development Authority June 2010 - August 2010
Skills
Valuation, Portfolio Management, Due Diligence, Investment Banking, Financial Modeling, Analysis, Business Development, Mergers & Acquisitions, Competitive Analysis, Finance, Corporate Finance, Mergers, Banking, Strategy, Financial Analysis, Management, Private Equity
Education
Loyola University of Chicago 2007 — 2011
Finance, Economics
Xavier University 2007 — 2007
Finance
Stan Cutter Stan Cutter's The Chicago Corporation Experience February 2010 - Present
Job Managing Director at The Chicago Corporation
Industry Investment Banking
Experience
The Chicago Corporation February 2010 - Present
Skills
Wealth Transition..., Sale Representation, Acquisition..., Mergers, Investment Banking, Debt, Equities, Business Strategy, Wealth, Divestitures, Private Equity, Mergers & Acquisitions, Valuation, Business Valuation, Capital Markets, Corporate Finance, Finance, Entrepreneurship, Acquisitions, Due Diligence, LBO, Financial Modeling, Capital, Corporate Development, Venture Capital, Capital Raising, Private Placements, Banking, M&A experience, Middle Market, Financial Structuring, Equity Capital Markets, Recapitalizations, Leveraged Finance, IPO
Education
Columbia University - Columbia Business School 1973 — 1975
MBA
Bowdoin College 1964 — 1967
BA
Seaholm High School 1959 — 1963
Diploma
The Chicago Corporation February 2010 - Present
Skills
Wealth Transition..., Sale Representation, Acquisition..., Mergers, Investment Banking, Debt, Equities, Business Strategy, Wealth, Divestitures, Private Equity, Mergers & Acquisitions, Valuation, Business Valuation, Capital Markets, Corporate Finance, Finance, Entrepreneurship, Acquisitions, Due Diligence, LBO, Financial Modeling, Capital, Corporate Development, Venture Capital, Capital Raising, Private Placements, Banking, M&A experience, Middle Market, Financial Structuring, Equity Capital Markets, Recapitalizations, Leveraged Finance, IPO
Education
Columbia University - Columbia Business School 1973 — 1975
MBA
Bowdoin College 1964 — 1967
BA
Seaholm High School 1959 — 1963
Diploma
Diane Selph Diane Selph's The Chicago Corporation Experience July 2010 - Present
Job Managing Director at The Chicago Corporation
Industry Investment Banking
Experience
The Chicago Corporation July 2010 - Present
Halyard Capital Advisors March 2009 - June 2010
BMO Capital Markets March 1997 - September 2008
First National Bank of Chicago (now J.P. Morgan Chase) August 1994 - March 1997
Marriott Corporation June 1989 - June 1992
KPMG Peat Marwick August 1986 - June 1989
Skills
Investment Banking, Mergers, Capital Markets, Strategic Planning, Adquisitions, Divestitures, Valuation, Private Equity, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Capital, Investments, Private Placements, Strategy, Portfolio Management, Due Diligence, Financial Analysis, Finance, Equities
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Finance
University of Virginia 1982 — 1986
BS, Accounting - McIntire School of Commerce
The Chicago Corporation July 2010 - Present
Halyard Capital Advisors March 2009 - June 2010
BMO Capital Markets March 1997 - September 2008
First National Bank of Chicago (now J.P. Morgan Chase) August 1994 - March 1997
Marriott Corporation June 1989 - June 1992
KPMG Peat Marwick August 1986 - June 1989
Skills
Investment Banking, Mergers, Capital Markets, Strategic Planning, Adquisitions, Divestitures, Valuation, Private Equity, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Capital, Investments, Private Placements, Strategy, Portfolio Management, Due Diligence, Financial Analysis, Finance, Equities
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Finance
University of Virginia 1982 — 1986
BS, Accounting - McIntire School of Commerce
Scott Colburn, CFA Scott Colburn, CFA's The Chicago Corporation Experience January 1991 - January 1994
Job Chief Operating Officer INTL FCStone Markets, LLC
Industry Financial Services
Experience
INTL FCStone Markets, LLC October 2014 - Present
INTL FCStone Markets, LLC December 2012 - October 2014
INTL FCStone Markets, LLC March 2008 - December 2012
International Trading Group,® L.L.C. January 1999 - March 2008
Lehman Brothers January 1996 - January 1999
Nomura Securities January 1994 - January 1996
The Chicago Corporation January 1991 - January 1994
Skills
Options, Derivatives, Electronic Trading, Commodity, Trading, Hedging, Risk Management, Bloomberg, Trading Systems, FX Options
Education
Illinois Institute of Technology
Master's degree, Financial Markets and Trading
Blackburn University
Bachelor of Science (B.S.), Political Science and Government
INTL FCStone Markets, LLC October 2014 - Present
INTL FCStone Markets, LLC December 2012 - October 2014
INTL FCStone Markets, LLC March 2008 - December 2012
International Trading Group,® L.L.C. January 1999 - March 2008
Lehman Brothers January 1996 - January 1999
Nomura Securities January 1994 - January 1996
The Chicago Corporation January 1991 - January 1994
Skills
Options, Derivatives, Electronic Trading, Commodity, Trading, Hedging, Risk Management, Bloomberg, Trading Systems, FX Options
Education
Illinois Institute of Technology
Master's degree, Financial Markets and Trading
Blackburn University
Bachelor of Science (B.S.), Political Science and Government
Jill Merrill's The Chicago Corporation Experience January 1992 - February 2001
Job Executive Assistant at West Partners
Industry Investment Management
Experience
West Partners June 2008 - Present
Matrix Capital Advisors LLC October 2004 - October 2007
Howe Barnes Investments February 2001 - November 2003
The Chicago Corporation January 1992 - February 2001
Skills
Microsoft Office, Investments, Microsoft Excel, CRM, Customer Service, Microsoft Word
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS)
West Partners June 2008 - Present
Matrix Capital Advisors LLC October 2004 - October 2007
Howe Barnes Investments February 2001 - November 2003
The Chicago Corporation January 1992 - February 2001
Skills
Microsoft Office, Investments, Microsoft Excel, CRM, Customer Service, Microsoft Word
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS)
Fred Floberg Fred Floberg's The Chicago Corporation Experience January 2010 - Present
Job Investment Banker at The Chicago Corporation
Industry Financial Services
Experience
The Chicago Corporation January 2010 - Present
Focus LLC 2007 - 2010
Heller Financial/ GE Capital April 2000 - January 2002
ABN AMRO March 1997 - January 2001
The Chicago Corporation February 1993 - January 2000
First National Bank of Chicago February 1989 - February 1993
Smith Barney 1981 - 1989
Chadwell & Kayser March 1975 - March 1981
US Navy September 1971 - February 1975
Skills
Investment Banking, Mergers, Capital Raises, Divestitures, Adquisitions, Recapitalizations
Education
The University of Chicago Booth School of Business 1975 — 1979
MBA, Finance
Northwestern University School of Law 1968 — 1971
JD, Law
Dartmouth College 1964 — 1968
BA, English
The Chicago Corporation January 2010 - Present
Focus LLC 2007 - 2010
Heller Financial/ GE Capital April 2000 - January 2002
ABN AMRO March 1997 - January 2001
The Chicago Corporation February 1993 - January 2000
First National Bank of Chicago February 1989 - February 1993
Smith Barney 1981 - 1989
Chadwell & Kayser March 1975 - March 1981
US Navy September 1971 - February 1975
Skills
Investment Banking, Mergers, Capital Raises, Divestitures, Adquisitions, Recapitalizations
Education
The University of Chicago Booth School of Business 1975 — 1979
MBA, Finance
Northwestern University School of Law 1968 — 1971
JD, Law
Dartmouth College 1964 — 1968
BA, English
Frank Patzke, CFP® Frank Patzke, CFP®'s The Chicago Corporation Experience March 1988 - January 1993
Job President of Guidant Wealth Advisors
Industry Financial Services
Experience
Guidant Wealth Advisors 2001 - Present
LPL Financial 1993 - Present
FSKS Properties 2007 - Present
FP Financial Services, Inc. January 1996 - August 2009
Responsible Investment Group February 1993 - October 1995
The Chicago Corporation March 1988 - January 1993
Prescott, Ball & Turben January 1984 - March 1988
Burton J. Vincent, Chesley & Company October 1978 - January 1984
Education
University of Illinois at Urbana-Champaign 1975 — 1978
MBA
University of Illinois at Urbana-Champaign 1968 — 1973
BA, Political Science
Guidant Wealth Advisors 2001 - Present
LPL Financial 1993 - Present
FSKS Properties 2007 - Present
FP Financial Services, Inc. January 1996 - August 2009
Responsible Investment Group February 1993 - October 1995
The Chicago Corporation March 1988 - January 1993
Prescott, Ball & Turben January 1984 - March 1988
Burton J. Vincent, Chesley & Company October 1978 - January 1984
Education
University of Illinois at Urbana-Champaign 1975 — 1978
MBA
University of Illinois at Urbana-Champaign 1968 — 1973
BA, Political Science
James Janesky James Janesky's The Chicago Corporation Experience 1993 - 1995
Job Managing Director Investment Banking at Corporate Fuel Advisors
Industry Investment Banking
Experience
Corporate Fuel Advisors November 2014 - Present
Finance Professional November 2013 - Present
Northeast Securities February 2013 - November 2013
Avondale Partners January 2011 - August 2012
Stifel Financial Corp. 2004 - 2010
Janney Montgomery Scott 2001 - 2004
Montgomery Securities 1997 - 2000
Stephens Inc. 1995 - 1997
The Chicago Corporation 1993 - 1995
Macy's 1984 - 1991
Skills
Equities, Investment Banking, Equity Valuation, Econometrics, Buy-side, Divestitures, Equity Research, Technical Analysis, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Securities, Finance, Financial Modeling, Valuation, Capital Markets, Financial Analysis
Education
University of Houston 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Penn State University 1980 — 1984
Bachelor of Science (BS), Finance, General
Corporate Fuel Advisors November 2014 - Present
Finance Professional November 2013 - Present
Northeast Securities February 2013 - November 2013
Avondale Partners January 2011 - August 2012
Stifel Financial Corp. 2004 - 2010
Janney Montgomery Scott 2001 - 2004
Montgomery Securities 1997 - 2000
Stephens Inc. 1995 - 1997
The Chicago Corporation 1993 - 1995
Macy's 1984 - 1991
Skills
Equities, Investment Banking, Equity Valuation, Econometrics, Buy-side, Divestitures, Equity Research, Technical Analysis, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Securities, Finance, Financial Modeling, Valuation, Capital Markets, Financial Analysis
Education
University of Houston 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Penn State University 1980 — 1984
Bachelor of Science (BS), Finance, General
Rick Heyke Rick Heyke's The Chicago Corporation Experience 2010 - 2013
Job Board President at PianoForte Foundation
Industry Philanthropy
Experience
Aliier LLC March 2013 - September 2014
The Chicago Corporation 2010 - 2013
Focus LLC 2008 - February 2010
Winston & Strawn LLP 1999 - 2008
Board of Governors of the Federal Reserve System 1993 - 1999
Kidder Peabody & Co. Incorporated 1986 - 1989
Drexel Burnham Lambert Incorporated 1983 - 1986
Smith Barney, Harris Upham & Co. Incorporated 1966 - 1983
Skills
Mergers, Equities, Investment Banking, Joint Ventures, Due Diligence, Private Equity, Venture Capital, Valuation, Restructuring, Securities Regulation, Debt Restructuring, Finance, M&A experience, Derivatives, Business Strategy, Corporate Finance, Acquisitions, Investor Relations, Loans, Project Finance, IPO, Start-ups, Strategy, Capital, Portfolio Management, FINRA, Corporate Governance, Leveraged Finance, Management Consulting, Financial Structuring, Entrepreneurship, Alternative Investments, Hedge Funds, Risk Management, Corporate Development, Banking, LBO, Divestitures, Structured Finance, Emerging Markets, Financial Modeling, Financial Analysis, Securities, Asset Management, Investments, Capital Markets, Business Valuation, Private Placements, Executive Management, Equity Capital Markets
Education
University of Chicago 1990 — 1993
J.D., Law
Harvard Business School 1964 — 1966
M.B.A., Finance, International Business
Yale University 1960 — 1964
B.S., Physics
The Choate School 1956 — 1960
High School
Aliier LLC March 2013 - September 2014
The Chicago Corporation 2010 - 2013
Focus LLC 2008 - February 2010
Winston & Strawn LLP 1999 - 2008
Board of Governors of the Federal Reserve System 1993 - 1999
Kidder Peabody & Co. Incorporated 1986 - 1989
Drexel Burnham Lambert Incorporated 1983 - 1986
Smith Barney, Harris Upham & Co. Incorporated 1966 - 1983
Skills
Mergers, Equities, Investment Banking, Joint Ventures, Due Diligence, Private Equity, Venture Capital, Valuation, Restructuring, Securities Regulation, Debt Restructuring, Finance, M&A experience, Derivatives, Business Strategy, Corporate Finance, Acquisitions, Investor Relations, Loans, Project Finance, IPO, Start-ups, Strategy, Capital, Portfolio Management, FINRA, Corporate Governance, Leveraged Finance, Management Consulting, Financial Structuring, Entrepreneurship, Alternative Investments, Hedge Funds, Risk Management, Corporate Development, Banking, LBO, Divestitures, Structured Finance, Emerging Markets, Financial Modeling, Financial Analysis, Securities, Asset Management, Investments, Capital Markets, Business Valuation, Private Placements, Executive Management, Equity Capital Markets
Education
University of Chicago 1990 — 1993
J.D., Law
Harvard Business School 1964 — 1966
M.B.A., Finance, International Business
Yale University 1960 — 1964
B.S., Physics
The Choate School 1956 — 1960
High School
Peter Suh, PMP, CSM Peter Suh, PMP, CSM's The Chicago Corporation Experience 1988 - 1992
Job Agile Project Management Consultant
Industry Information Technology and Services
Experience
Macy's.com February 2015 - Present
Independent Contractor June 1998 - Present
KMPG - (IC) September 2014 - December 2014
Saggezza April 2013 - September 2014
KANA Software July 2012 - April 2013
Sword Ciboodle, now part of KANA Software June 2011 - April 2013
Asti Yocto LLC March 2003 - April 2013
Chicago Mercantile Exchange January 1993 - June 1999
The Chicago Corporation 1988 - 1992
Lehman Brothers 1988 - 1990
Skills
Project Management, Software Project..., Program Management, GTD, Business Analysis, E-commerce, Motorcycle Team Leader, Leadership, Product Management, CRM, Strategy, Management, Marketing, Analytics, Team Leadership, Enterprise Software, Software Development, Requirements Analysis, Integration, Cross-functional Team..., SaaS, Training, Business Intelligence, SDLC, Business Process, Agile Methodologies, Consulting, Management Consulting, IT Strategy, Analysis, Project Delivery, Entrepreneurship, Scrum, Visio, Business Process..., Vendor Management, Cloud Computing, Requirements Gathering, Agile Project Management, Enterprise Architecture, Project Portfolio..., Professional Services, Process Improvement, Solution Architecture, PMO, Start-ups, SOA, Business Development, Strategic Partnerships
Education
Northwestern University - Kellogg School of Management 1993 — 1996
MBA, Marketing, International Business
DePaul University 1985 — 1987
Bachelor's Degree, Finance, General
University of Michigan 1981 — 1983
Chemical Enginnering
Macy's.com February 2015 - Present
Independent Contractor June 1998 - Present
KMPG - (IC) September 2014 - December 2014
Saggezza April 2013 - September 2014
KANA Software July 2012 - April 2013
Sword Ciboodle, now part of KANA Software June 2011 - April 2013
Asti Yocto LLC March 2003 - April 2013
Chicago Mercantile Exchange January 1993 - June 1999
The Chicago Corporation 1988 - 1992
Lehman Brothers 1988 - 1990
Skills
Project Management, Software Project..., Program Management, GTD, Business Analysis, E-commerce, Motorcycle Team Leader, Leadership, Product Management, CRM, Strategy, Management, Marketing, Analytics, Team Leadership, Enterprise Software, Software Development, Requirements Analysis, Integration, Cross-functional Team..., SaaS, Training, Business Intelligence, SDLC, Business Process, Agile Methodologies, Consulting, Management Consulting, IT Strategy, Analysis, Project Delivery, Entrepreneurship, Scrum, Visio, Business Process..., Vendor Management, Cloud Computing, Requirements Gathering, Agile Project Management, Enterprise Architecture, Project Portfolio..., Professional Services, Process Improvement, Solution Architecture, PMO, Start-ups, SOA, Business Development, Strategic Partnerships
Education
Northwestern University - Kellogg School of Management 1993 — 1996
MBA, Marketing, International Business
DePaul University 1985 — 1987
Bachelor's Degree, Finance, General
University of Michigan 1981 — 1983
Chemical Enginnering
Tom Denison Tom Denison's The Chicago Corporation Experience February 2010 - Present
Job Managing Director at The Chicago Corporation
Industry Investment Banking
Experience
The Chicago Corporation February 2010 - Present
Brown Gibbons Lang & Company 2007 - 2008
Banc of America Securities 2004 - 2007
Banc of America Securities 1998 - 2004
Bank of America 1998 - 1998
Bank of America 1994 - 1998
Continental Illinois Bank 1979 - 1994
Price Waterhouse 1977 - 1979
Education
The Tuck School of Business at Dartmouth 1975 — 1977
MBA, Accounting & Finance
Dartmouth College 1971 — 1975
A.B. cum laude, Government, w/distinction
The Chicago Corporation February 2010 - Present
Brown Gibbons Lang & Company 2007 - 2008
Banc of America Securities 2004 - 2007
Banc of America Securities 1998 - 2004
Bank of America 1998 - 1998
Bank of America 1994 - 1998
Continental Illinois Bank 1979 - 1994
Price Waterhouse 1977 - 1979
Education
The Tuck School of Business at Dartmouth 1975 — 1977
MBA, Accounting & Finance
Dartmouth College 1971 — 1975
A.B. cum laude, Government, w/distinction
Thomas J. Maier Thomas J. Maier's The Chicago Corporation Experience June 1992 - June 1993
Job Senior Banking and Finance Professional
Industry Banking
Experience
FIG Partners April 2013 - July 2014
Plantation Financial Corp. 2010 - 2012
New Century Bank May 2008 - April 2010
Howe Barnes Hoefer & Arnett 2003 - 2006
Wachovia Securities June 1999 - June 2001
Wachovia Securities June 1993 - June 1999
The Chicago Corporation June 1992 - June 1993
First Colonial Bankshares Corporation May 1983 - June 1992
Skills
Equities, Corporate Finance, Capital Markets, Securities, Financial Management, Mergers and Acquisitions, Asset & Liability..., Investor Relations, Portfolio Management, Investments, Investment Banking, Asset Managment, Valuation, Financial Modeling, Financial Analysis, Financial Institutions, Commercial Banking, Financial Reporting, Private Equity, Banking, Finance, Executive Management, Due Diligence
Education
Columbia University School of Bank Executive Management
New York University - Leonard N. Stern School of Business
MS, Accounting
Princeton University
BA, International Politics
Wayland Academy
FIG Partners April 2013 - July 2014
Plantation Financial Corp. 2010 - 2012
New Century Bank May 2008 - April 2010
Howe Barnes Hoefer & Arnett 2003 - 2006
Wachovia Securities June 1999 - June 2001
Wachovia Securities June 1993 - June 1999
The Chicago Corporation June 1992 - June 1993
First Colonial Bankshares Corporation May 1983 - June 1992
Skills
Equities, Corporate Finance, Capital Markets, Securities, Financial Management, Mergers and Acquisitions, Asset & Liability..., Investor Relations, Portfolio Management, Investments, Investment Banking, Asset Managment, Valuation, Financial Modeling, Financial Analysis, Financial Institutions, Commercial Banking, Financial Reporting, Private Equity, Banking, Finance, Executive Management, Due Diligence
Education
Columbia University School of Bank Executive Management
New York University - Leonard N. Stern School of Business
MS, Accounting
Princeton University
BA, International Politics
Wayland Academy
Adam Montague Adam Montague's The Chicago Corporation Experience May 2014 - August 2014
Job Equity Research Associate at Kabouter Management, LLC
Industry Investment Management
Experience
Kabouter Management, LLC June 2015 - Present
Michigan State University Student Investment Fund August 2014 - December 2014
Michigan State University August 2011 - December 2014
The Chicago Corporation May 2014 - August 2014
Education
Michigan State University 2011 — 2015
Bachelor of Arts (BA), Finance, General, Senior
St. John's Jesuit High School 2007 — 2011
Kabouter Management, LLC June 2015 - Present
Michigan State University Student Investment Fund August 2014 - December 2014
Michigan State University August 2011 - December 2014
The Chicago Corporation May 2014 - August 2014
Education
Michigan State University 2011 — 2015
Bachelor of Arts (BA), Finance, General, Senior
St. John's Jesuit High School 2007 — 2011
Annie Logue Annie Logue's The Chicago Corporation Experience November 1991 - May 1993
Job Writing, teaching, consultilng
Industry Financial Services
Experience
Popdose.com January 2009 - Present
Hedge Funds for Dummies October 2006 - Present
University of Illinois at Chicago August 2001 - Present
Self Employed Freelance Work January 1999 - Present
Volpe, Brown, Whelan & Company July 1993 - March 1998
Volpe, Welty & Company July 1993 - March 1998
The Chicago Corporation November 1991 - May 1993
Kemper Financial Services June 1987 - October 1991
Skills
Journalism, Publishing, Content Development, Copywriting, Books, Editorial, Newsletters, Public Speaking, Press Releases, Creative Writing, Editing, Publications, Magazine Articles, Published Author, Magazines, Literature, Freelance Writing, Ghostwriting
Education
The University of Chicago Booth School of Business 1988 — 1991
MBA, Finance
Northwestern University 1983 — 1986
BA, Economics
Popdose.com January 2009 - Present
Hedge Funds for Dummies October 2006 - Present
University of Illinois at Chicago August 2001 - Present
Self Employed Freelance Work January 1999 - Present
Volpe, Brown, Whelan & Company July 1993 - March 1998
Volpe, Welty & Company July 1993 - March 1998
The Chicago Corporation November 1991 - May 1993
Kemper Financial Services June 1987 - October 1991
Skills
Journalism, Publishing, Content Development, Copywriting, Books, Editorial, Newsletters, Public Speaking, Press Releases, Creative Writing, Editing, Publications, Magazine Articles, Published Author, Magazines, Literature, Freelance Writing, Ghostwriting
Education
The University of Chicago Booth School of Business 1988 — 1991
MBA, Finance
Northwestern University 1983 — 1986
BA, Economics
Mo Guilfoile's The Chicago Corporation Experience September 1990 - January 1996
Job Executive Director and Associate General Counsel at CME Group
Industry Financial Services
Experience
CME Group September 2015 - Present
ABN AMRO Clearing Chicago LLC October 2012 - September 2015
Katten Muchin Rosenman LLP October 2010 - October 2012
Merrill Lynch April 2004 - October 2010
ABN AMRO Inc. January 1996 - April 2004
The Chicago Corporation September 1990 - January 1996
Skills
Securities, Trading, Equities, Derivatives, Proprietary Trading, Options, Financial Risk, Corporate Finance, Financial Markets, FINRA, Electronic Trading, Investments
Education
DePaul University College of Law 1988 — 1991
JD
University of Illinois at Urbana-Champaign 1984 — 1988
CME Group September 2015 - Present
ABN AMRO Clearing Chicago LLC October 2012 - September 2015
Katten Muchin Rosenman LLP October 2010 - October 2012
Merrill Lynch April 2004 - October 2010
ABN AMRO Inc. January 1996 - April 2004
The Chicago Corporation September 1990 - January 1996
Skills
Securities, Trading, Equities, Derivatives, Proprietary Trading, Options, Financial Risk, Corporate Finance, Financial Markets, FINRA, Electronic Trading, Investments
Education
DePaul University College of Law 1988 — 1991
JD
University of Illinois at Urbana-Champaign 1984 — 1988
edward lezak's The Chicago Corporation Experience 1978 - 1986
Job Independent ELearning Professional
Industry E-Learning
Experience
the chicago corporation 1978 - 1986
Education
Illinois Institute of Technology 1957 — 1969
the chicago corporation 1978 - 1986
Education
Illinois Institute of Technology 1957 — 1969
Dennis Sitkowski's The Chicago Corporation Experience 1988 - 1993
Job Investment Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2006 - Present
Pacific Exchange / ARCA March 2004 - September 2005
Pax Clearing Corp August 1997 - July 2003
The Chicago Corporation 1988 - 1993
Education
Loyola University Chicago 1985 — 1993
Bachelor, Econimcs, Natural Sciences
Northwestern Mutual April 2006 - Present
Pacific Exchange / ARCA March 2004 - September 2005
Pax Clearing Corp August 1997 - July 2003
The Chicago Corporation 1988 - 1993
Education
Loyola University Chicago 1985 — 1993
Bachelor, Econimcs, Natural Sciences
Stan Koss's The Chicago Corporation Experience 1993 - 1995
Job Partner at TTK Partners, LLC
Industry Financial Services
Experience
TTK Partners, LLC September 2015 - Present
Loop Capital Markets LLC January 2013 - September 2015
TTK Partners, LLC 2003 - January 2013
Bear Stearns 1999 - 2001
CIBC Oppenheimer 1997 - 1999
Bankers Trust 1995 - 1997
The Chicago Corporation 1993 - 1995
Education
University of Michigan-Dearborn 1988 — 1992
Bachelor's degree
TTK Partners, LLC September 2015 - Present
Loop Capital Markets LLC January 2013 - September 2015
TTK Partners, LLC 2003 - January 2013
Bear Stearns 1999 - 2001
CIBC Oppenheimer 1997 - 1999
Bankers Trust 1995 - 1997
The Chicago Corporation 1993 - 1995
Education
University of Michigan-Dearborn 1988 — 1992
Bachelor's degree
David Gompert's The Chicago Corporation Experience 1991 - 1994
Job Principal at AvantGarde Trading
Industry Financial Services
Experience
Avant-Garde Trading April 2015 - Present
TM Futures, LLC March 2012 - February 2015
OM Securites LLC June 2011 - January 2015
OM Securities, LLC & TM Futures, LLC January 2010 - January 2015
OM Securites, LLC March 2008 - June 2011
E*TRADE Financial October 2004 - March 2008
Hewitt Associates 2003 - 2004
TD Waterhouse 1996 - 2001
LFA Trading January 1994 - February 1996
The Chicago Corporation 1991 - 1994
Skills
Securities, Equities, Trading, Options, Derivatives, Wealth Management, Brokerage, Series 7, Investments, Financial Markets, Risk Management, Electronic Trading, ETFs, Risk, FINRA, Series 63, Commodities, Compliance, Financial Planning, Equity Trading, Series 24, Investment Advisory, Proprietary Trading, Investment Strategies, Due Diligence, Series 3, Stocks, Customer Relations
Education
DePaul University 2003 — 2004
CFP, Certified Financial Planner
Avant-Garde Trading April 2015 - Present
TM Futures, LLC March 2012 - February 2015
OM Securites LLC June 2011 - January 2015
OM Securities, LLC & TM Futures, LLC January 2010 - January 2015
OM Securites, LLC March 2008 - June 2011
E*TRADE Financial October 2004 - March 2008
Hewitt Associates 2003 - 2004
TD Waterhouse 1996 - 2001
LFA Trading January 1994 - February 1996
The Chicago Corporation 1991 - 1994
Skills
Securities, Equities, Trading, Options, Derivatives, Wealth Management, Brokerage, Series 7, Investments, Financial Markets, Risk Management, Electronic Trading, ETFs, Risk, FINRA, Series 63, Commodities, Compliance, Financial Planning, Equity Trading, Series 24, Investment Advisory, Proprietary Trading, Investment Strategies, Due Diligence, Series 3, Stocks, Customer Relations
Education
DePaul University 2003 — 2004
CFP, Certified Financial Planner
R David Bergonia's The Chicago Corporation Experience 1986 - 1989
Job Managing Partner at North American Funds
Industry Venture Capital & Private Equity
Experience
North American Funds 1990 - Present
The Chicago Corporation 1986 - 1989
Heizer Corporation 1979 - 1986
Skills
Mergers, Private Equity, Financial Modeling, Due Diligence, Venture Capital
Education
Harvard Law School 1973 — 1976
JD
University of Notre Dame 1969 — 1973
BBA, Accounting
University of Notre Dame - Mendoza College of Business 1969 — 1973
BBA, Accounting
North American Funds 1990 - Present
The Chicago Corporation 1986 - 1989
Heizer Corporation 1979 - 1986
Skills
Mergers, Private Equity, Financial Modeling, Due Diligence, Venture Capital
Education
Harvard Law School 1973 — 1976
JD
University of Notre Dame 1969 — 1973
BBA, Accounting
University of Notre Dame - Mendoza College of Business 1969 — 1973
BBA, Accounting
Kevin Dulin's The Chicago Corporation Experience 2010 - 2014
Job CEO – Orono Investment Group | Sales, Operations, Management & Finance Leadership
Industry Food & Beverages
Experience
Orono Investment Group 2002 - Present
The Chicago Corporation 2010 - 2014
Speyside Equity 2010 - 2014
Sweet Ovations 2010 - 2013
Agrana Fruit Atys Group, SA 2002 - 2007
General Mills 1988 - 2001
Theresa Friedman & Sons (currently Sweet Ovations) 1985 - 1988
General Mills 1982 - 1985
Skills
Food Industry, Food, Product Development, Mergers, Food Safety, Manufacturing, Strategic Planning, Business Strategy, Forecasting, Lean Manufacturing, New Business Development, Contract Negotiation, Negotiation, Budget, Strategic Communications, Process Design, Facilities Development, Start-ups, Turnaround Experience, Business Development, P&L Management, Profit Maximization, Cash Flow, Organizational..., Change Management, Customer Engagement, Sales Management, Operations Management, Marketing Management, Introducing New Products, Contract Manufacturing, M&A experience, Strategic Partnerships, Acquisition Integration, Due Diligence, Global Sourcing, Supply Chain, International Marketing, Strategic Negotiations, Cross Functional Team..., Mentoring, Employee Training, Food Processing, Budgets, Mergers & Acquisitions, Management, Leadership, Ingredients, Sales Operations, Food Science
Education
University of Minnesota-Twin Cities 1980 — 1982
BSChe, Chemical Engineering
University of Minnesota-Duluth 1972 — 1976
Biology, General, BsCHe
Orono Investment Group 2002 - Present
The Chicago Corporation 2010 - 2014
Speyside Equity 2010 - 2014
Sweet Ovations 2010 - 2013
Agrana Fruit Atys Group, SA 2002 - 2007
General Mills 1988 - 2001
Theresa Friedman & Sons (currently Sweet Ovations) 1985 - 1988
General Mills 1982 - 1985
Skills
Food Industry, Food, Product Development, Mergers, Food Safety, Manufacturing, Strategic Planning, Business Strategy, Forecasting, Lean Manufacturing, New Business Development, Contract Negotiation, Negotiation, Budget, Strategic Communications, Process Design, Facilities Development, Start-ups, Turnaround Experience, Business Development, P&L Management, Profit Maximization, Cash Flow, Organizational..., Change Management, Customer Engagement, Sales Management, Operations Management, Marketing Management, Introducing New Products, Contract Manufacturing, M&A experience, Strategic Partnerships, Acquisition Integration, Due Diligence, Global Sourcing, Supply Chain, International Marketing, Strategic Negotiations, Cross Functional Team..., Mentoring, Employee Training, Food Processing, Budgets, Mergers & Acquisitions, Management, Leadership, Ingredients, Sales Operations, Food Science
Education
University of Minnesota-Twin Cities 1980 — 1982
BSChe, Chemical Engineering
University of Minnesota-Duluth 1972 — 1976
Biology, General, BsCHe
J. Daniel Holden's The Chicago Corporation Experience 1991 - 1994
Job President at UnifiedMarket Worldwide
Industry Financial Services
Experience
UnifiedMarket Worldwide October 2005 - Present
Holden Financial LLC January 2000 - October 2006
American Fronteer Financial 1998 - 2000
Core Pacific Securities USA 1996 - 1998
Nomura Securities International 1994 - 1996
The Chicago Corporation 1991 - 1994
Kidder Peabody 1986 - 1991
Morgan Stanley Dean Witter 1984 - 1986
Prudential Securities 1980 - 1984
Education
Millikin University
B.S., Business Administration & Economics
UnifiedMarket Worldwide October 2005 - Present
Holden Financial LLC January 2000 - October 2006
American Fronteer Financial 1998 - 2000
Core Pacific Securities USA 1996 - 1998
Nomura Securities International 1994 - 1996
The Chicago Corporation 1991 - 1994
Kidder Peabody 1986 - 1991
Morgan Stanley Dean Witter 1984 - 1986
Prudential Securities 1980 - 1984
Education
Millikin University
B.S., Business Administration & Economics
Britain W. Pierce, CFP (R)'s The Chicago Corporation Experience August 1995 - December 1995
Job Vice President, Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. November 1999 - Present
JY Inc January 1997 - December 1998
Tavoso Trading January 1996 - December 1997
The Chicago Corporation August 1995 - December 1995
Education
Central Michigan University 1991 — 1995
BS, Economics
Grosse Pointe North 1987 — 1991
SunTrust Investment Services, Inc. November 1999 - Present
JY Inc January 1997 - December 1998
Tavoso Trading January 1996 - December 1997
The Chicago Corporation August 1995 - December 1995
Education
Central Michigan University 1991 — 1995
BS, Economics
Grosse Pointe North 1987 — 1991
Ed Winter's The Chicago Corporation Experience 1992 - 1997
Job Managing Director at ECHOtrade
Industry Financial Services
Experience
ECHOtrade 1999 - September 2013
ABN Amro 1997 - 1998
The Chicago Corporation 1992 - 1997
Citicorp 1983 - 1991
Inland Steel Co 1976 - 1982
Skills
Series 7 and 63, Office Management, Trader education, Management, Due Diligence, Investments, Asset Management, Financial Modeling, Hedge Funds, Bonds, Trading, Electronic Trading, Equity Trading, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance
ECHOtrade 1999 - September 2013
ABN Amro 1997 - 1998
The Chicago Corporation 1992 - 1997
Citicorp 1983 - 1991
Inland Steel Co 1976 - 1982
Skills
Series 7 and 63, Office Management, Trader education, Management, Due Diligence, Investments, Asset Management, Financial Modeling, Hedge Funds, Bonds, Trading, Electronic Trading, Equity Trading, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance
Deborah Mosch, MBA's The Chicago Corporation Experience 1992 - 1994
Job Financial Remediation|Trade Reconciliation|Brokerage Remediation|Accounting|Financial Analysis|Available|8152583466
Industry Financial Services
Experience
Mesirow Financial November 2014 - Present
Baker Tilly July 2014 - November 2014
Hunter Hollis October 2013 - February 2014
Accounting Principals June 2013 - September 2013
MF Global December 2008 - November 2011
UBS SECURITIES LLC 1992 - May 2008
ABN AMRO 2000 - 2006
ABN AMRO WCS 1994 - 1999
The Chicago Corporation 1992 - 1994
Skills
Financial Analysis, Financial Accounting, General Ledger, GAAP, IFRS, Accounts Payable, Accounts Receivable, Balance Sheet, Income Statement, Regulatory Requirements, GMI, Microsoft Excel, Access, Oracle, Oracle SQL Developer, Outlook, Lotus Notes, Business Intelligence, Vision, Hyperion Enterprise, Dunn & Bradstreet, Essbase, QuickBooks, SharePoint, Bloomberg, Reuters, Foreign Exchange, Variance Analysis, Cash Management, Financial Statements, Client Relations Skills, Brokerage, Auditing, Account Reconciliation, Bank Reconciliation, Securities, Global Services, Customer Service, Revenue Recognition, Sun, Sunguard, Recon Plus, PowerPoint, Internal Controls, Letters of Credit, Reporting & Analysis, Procedure Manuals, Accruals, Accounting, Analysis
Education
Lewis University 2005 — 2007
MBA, Finance
Lewis University 1999 — 2001
Bachelors of Business Administration, Accounting
Mesirow Financial November 2014 - Present
Baker Tilly July 2014 - November 2014
Hunter Hollis October 2013 - February 2014
Accounting Principals June 2013 - September 2013
MF Global December 2008 - November 2011
UBS SECURITIES LLC 1992 - May 2008
ABN AMRO 2000 - 2006
ABN AMRO WCS 1994 - 1999
The Chicago Corporation 1992 - 1994
Skills
Financial Analysis, Financial Accounting, General Ledger, GAAP, IFRS, Accounts Payable, Accounts Receivable, Balance Sheet, Income Statement, Regulatory Requirements, GMI, Microsoft Excel, Access, Oracle, Oracle SQL Developer, Outlook, Lotus Notes, Business Intelligence, Vision, Hyperion Enterprise, Dunn & Bradstreet, Essbase, QuickBooks, SharePoint, Bloomberg, Reuters, Foreign Exchange, Variance Analysis, Cash Management, Financial Statements, Client Relations Skills, Brokerage, Auditing, Account Reconciliation, Bank Reconciliation, Securities, Global Services, Customer Service, Revenue Recognition, Sun, Sunguard, Recon Plus, PowerPoint, Internal Controls, Letters of Credit, Reporting & Analysis, Procedure Manuals, Accruals, Accounting, Analysis
Education
Lewis University 2005 — 2007
MBA, Finance
Lewis University 1999 — 2001
Bachelors of Business Administration, Accounting
Christian Feduchak's The Chicago Corporation Experience October 1991 - July 1996
Job Experienced Director of National Accounts & Business Development
Industry Financial Services
Experience
Todd Asset Management LLC July 2001 - May 2014
Touchstone Investments 1998 - 2001
Prudential Securities, Inc. July 1996 - August 1998
The Chicago Corporation October 1991 - July 1996
Skills
Separately Managed..., Managed Accounts, Unified Managed Accounts, Investment Strategies, National Accounts, Series 7, Investments, Wealth Management, Series 63, ETFs, National Accounts Sales, Mutual Funds, Asset Management, Asset Allocation, Investment Advisory, Consultative Selling, New Business Development, Managing Accounts, Portfolio Management, Equities, Finance, Alternative Investments, Financial Advisory
Education
Ohio University 1985 — 1990
Bachelor's Degree, Communications
Todd Asset Management LLC July 2001 - May 2014
Touchstone Investments 1998 - 2001
Prudential Securities, Inc. July 1996 - August 1998
The Chicago Corporation October 1991 - July 1996
Skills
Separately Managed..., Managed Accounts, Unified Managed Accounts, Investment Strategies, National Accounts, Series 7, Investments, Wealth Management, Series 63, ETFs, National Accounts Sales, Mutual Funds, Asset Management, Asset Allocation, Investment Advisory, Consultative Selling, New Business Development, Managing Accounts, Portfolio Management, Equities, Finance, Alternative Investments, Financial Advisory
Education
Ohio University 1985 — 1990
Bachelor's Degree, Communications
Aric Cleland's The Chicago Corporation Experience 1987 - 1995
Job Vice President,Wealth Management at Northern Trust
Industry Financial Services
Experience
Northern Trust 2014 - Present
Goldman Sachs 2010 - 2014
Brean Murray, Carret & Co. 2008 - 2010
WR Hambrecht + Co 2003 - 2008
Wachovia Securities 1999 - 2003
EVEREN Securities 1995 - 1999
The Chicago Corporation 1987 - 1995
Skills
Wealth Management, Investments, Asset Management, Financial Services, High Net Worth..., Portfolio Management, Equities, Alternative Investments, Banking, Wealth, Financial Modeling
Education
University of Kansas 1983 — 1987
BS, Business
Northern Trust 2014 - Present
Goldman Sachs 2010 - 2014
Brean Murray, Carret & Co. 2008 - 2010
WR Hambrecht + Co 2003 - 2008
Wachovia Securities 1999 - 2003
EVEREN Securities 1995 - 1999
The Chicago Corporation 1987 - 1995
Skills
Wealth Management, Investments, Asset Management, Financial Services, High Net Worth..., Portfolio Management, Equities, Alternative Investments, Banking, Wealth, Financial Modeling
Education
University of Kansas 1983 — 1987
BS, Business
Bill Frothingham's The Chicago Corporation Experience January 1992 - January 1997
Job Financial Services Professional
Industry Financial Services
Experience
R.J. O'Brien June 2011 - Present
Newedge USA, LLC September 2009 - September 2010
Bank of America Securities LLC October 2008 - May 2009
UBS Securities llc March 2006 - May 2008
ABN AMRO 1997 - March 2006
The Chicago Corporation January 1992 - January 1997
Education
Ohio Wesleyan University 1978 — 1982
BA
Illinois Institute of Technology
R.J. O'Brien June 2011 - Present
Newedge USA, LLC September 2009 - September 2010
Bank of America Securities LLC October 2008 - May 2009
UBS Securities llc March 2006 - May 2008
ABN AMRO 1997 - March 2006
The Chicago Corporation January 1992 - January 1997
Education
Ohio Wesleyan University 1978 — 1982
BA
Illinois Institute of Technology
Donna Lesnak's The Chicago Corporation Experience June 1983 - January 1995
Job Staff Accountant at Warady & Davis LLP
Industry Accounting
Experience
Warady & Davis LLP January 2006 - Present
RBC Dain Rauscher February 2000 - July 2005
ABN Amro January 1995 - February 2000
The Chicago Corporation June 1983 - January 1995
Skills
OTC, Tax Preparation, Fixed Assets, Financial Statements, Tax Accounting, Accounting, Tax Returns, Tax, Corporate Tax, Financial Accounting, QuickBooks
Education
Northern Illinois University 1979 — 1983
BS, Finance
Warady & Davis LLP January 2006 - Present
RBC Dain Rauscher February 2000 - July 2005
ABN Amro January 1995 - February 2000
The Chicago Corporation June 1983 - January 1995
Skills
OTC, Tax Preparation, Fixed Assets, Financial Statements, Tax Accounting, Accounting, Tax Returns, Tax, Corporate Tax, Financial Accounting, QuickBooks
Education
Northern Illinois University 1979 — 1983
BS, Finance
Robert Weisman's The Chicago Corporation Experience October 2013 - Present
Job President Robert L. Weisman, LLC
Industry Financial Services
Experience
Robert L. Weisman, LLC October 2008 - Present
The Chicago Corporation October 2013 - Present
US Foods Stock Yards Chicago 2009 - 2013
Viskase Corporation 2004 - 2008
Sara Lee Corporation 1993 - 2004
Alberto Culver 1991 - 1993
Beatrice/ConAgra 1989 - 1991
Beatrice/ConAgra 1985 - 1989
Skills
Investments, Mergers & Acquisitions, Financial Analysis, Strategic Planning, Due Diligence
Education
Northwestern University - Kellogg School of Management
MBA
Northeastern University
Bachelor of Science, Business Administration and Management
Robert L. Weisman, LLC October 2008 - Present
The Chicago Corporation October 2013 - Present
US Foods Stock Yards Chicago 2009 - 2013
Viskase Corporation 2004 - 2008
Sara Lee Corporation 1993 - 2004
Alberto Culver 1991 - 1993
Beatrice/ConAgra 1989 - 1991
Beatrice/ConAgra 1985 - 1989
Skills
Investments, Mergers & Acquisitions, Financial Analysis, Strategic Planning, Due Diligence
Education
Northwestern University - Kellogg School of Management
MBA
Northeastern University
Bachelor of Science, Business Administration and Management
Lisa Ainsworth's The Chicago Corporation Experience September 1991 - March 1993
Job Per Diem Substitute Middle/High School Teacher at Eastern Suffolk BOCES
Industry Farming
Experience
Eastern Suffolk BOCES February 2012 - Present
Springwater Farm January 2003 - Present
Advest, Inc April 2004 - December 2004
First Empire Securities, Inc February 2003 - April 2004
Morgan Stanley May 2001 - December 2002
MUNICIPALTRADE.com, Inc March 2000 - March 2001
Mesirow Financial March 1993 - March 2000
The Chicago Corporation September 1991 - March 1993
Griffin, Kubik, Stephens & Thompson June 1989 - September 1991
Skills
Marketing Strategy, Business Strategy, Small Business, New Business Development, Entrepreneurship, Agriculture
Education
Dowling College 2005 — 2007
Master's Degree, Adolescent Education
Lake Forest College 1987 — 1989
Bachelor's Degree, Business Administration and Management, General
Butte College 1982 — 1983
Associate's Degree, Automotive Technology
Eastern Suffolk BOCES February 2012 - Present
Springwater Farm January 2003 - Present
Advest, Inc April 2004 - December 2004
First Empire Securities, Inc February 2003 - April 2004
Morgan Stanley May 2001 - December 2002
MUNICIPALTRADE.com, Inc March 2000 - March 2001
Mesirow Financial March 1993 - March 2000
The Chicago Corporation September 1991 - March 1993
Griffin, Kubik, Stephens & Thompson June 1989 - September 1991
Skills
Marketing Strategy, Business Strategy, Small Business, New Business Development, Entrepreneurship, Agriculture
Education
Dowling College 2005 — 2007
Master's Degree, Adolescent Education
Lake Forest College 1987 — 1989
Bachelor's Degree, Business Administration and Management, General
Butte College 1982 — 1983
Associate's Degree, Automotive Technology
Al Chircop's The Chicago Corporation Experience 2011 - Present
Job Independent Business Adviser
Industry Financial Services
Experience
The Chicago Corporation 2011 - Present
Lawrence Hall Youth Services 2010 - Present
Independent Consultant March 2009 - Present
The Gow School 2001 - Present
Australia and New Zealand Banking Group Ltd. May 2006 - October 2008
JP Morgan July 2004 - July 2005
Bank One International Holdings October 1998 - June 2004
First Chicago September 1974 - October 1998
The First National Bank of Chicago 1974 - 1996
Skills
Project Execution, Credit Risk, International Relations, Operations Management, International Business, Talent Management, Investment Banking, Risk Management, Capital, Mergers & Acquisitions, Portfolio Management, Banking, Due Diligence, Executive Management, Financial Services, Project Management, Credit, Fixed Income, Leadership, Private Equity, Financial Structuring, Strategy, Finance, Program Management, Restructuring, Mergers, Capital Markets, Management, Project Finance, Equities, Investments, Financial Institutions, Commercial Banking, Corporate Finance
Education
The University of Hong Kong 1981 — 1982
Post Grad Certificate, Contemporary Chinese Studies
Manchester Business School 1972 — 1974
MBA, Business and Finance
L-Università ta' Malta 1969 — 1972
BA Hon, Economics
The Chicago Corporation 2011 - Present
Lawrence Hall Youth Services 2010 - Present
Independent Consultant March 2009 - Present
The Gow School 2001 - Present
Australia and New Zealand Banking Group Ltd. May 2006 - October 2008
JP Morgan July 2004 - July 2005
Bank One International Holdings October 1998 - June 2004
First Chicago September 1974 - October 1998
The First National Bank of Chicago 1974 - 1996
Skills
Project Execution, Credit Risk, International Relations, Operations Management, International Business, Talent Management, Investment Banking, Risk Management, Capital, Mergers & Acquisitions, Portfolio Management, Banking, Due Diligence, Executive Management, Financial Services, Project Management, Credit, Fixed Income, Leadership, Private Equity, Financial Structuring, Strategy, Finance, Program Management, Restructuring, Mergers, Capital Markets, Management, Project Finance, Equities, Investments, Financial Institutions, Commercial Banking, Corporate Finance
Education
The University of Hong Kong 1981 — 1982
Post Grad Certificate, Contemporary Chinese Studies
Manchester Business School 1972 — 1974
MBA, Business and Finance
L-Università ta' Malta 1969 — 1972
BA Hon, Economics
Tobin Thomas's The Chicago Corporation Experience 1985 - 1987
Job Corporate Treasurer at Sun National Bank
Industry Financial Services
Experience
Sun National Bank January 2011 - Present
NATIONAL CITY BANK 2004 - 2009
NATIONAL CITY BANK 1995 - 2004
INDICORP 1993 - 1995
W.C. FLOERSCH & COMPANY 1987 - 1991
THE CHICAGO CORPORATION 1985 - 1987
Skills
Securitization, Hedging, Trading, Capital Markets, Derivatives, Corporate Finance, Fixed Income, Portfolio Management, Risk Management, Options, Finance, Securities, Financial Risk
Education
Indiana University - Kelley School of Business 1991 — 1993
MBA, Finance
Dartmouth College 1979 — 1983
B.A., Economics
Sun National Bank January 2011 - Present
NATIONAL CITY BANK 2004 - 2009
NATIONAL CITY BANK 1995 - 2004
INDICORP 1993 - 1995
W.C. FLOERSCH & COMPANY 1987 - 1991
THE CHICAGO CORPORATION 1985 - 1987
Skills
Securitization, Hedging, Trading, Capital Markets, Derivatives, Corporate Finance, Fixed Income, Portfolio Management, Risk Management, Options, Finance, Securities, Financial Risk
Education
Indiana University - Kelley School of Business 1991 — 1993
MBA, Finance
Dartmouth College 1979 — 1983
B.A., Economics
Bob Willis's The Chicago Corporation Experience January 2013 - July 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
The Chicago Corporation January 2013 - July 2013
United States Olympic Committee January 2010 - August 2012
Kidron Corporate Advisors September 2010 - December 2010
Education
Connecticut College 2005 — 2010
Bank of America Merrill Lynch July 2013 - Present
The Chicago Corporation January 2013 - July 2013
United States Olympic Committee January 2010 - August 2012
Kidron Corporate Advisors September 2010 - December 2010
Education
Connecticut College 2005 — 2010
Nicholas T. Leftakes's The Chicago Corporation Experience 1991 - 1996
Job Principal, LT Group LLC
Industry Real Estate
Experience
LT Group, LLC 2007 - Present
Goldenberg Hehmeyer Trading Co Ltd 1999 - 2006
Cambridge Bank 1995 - 2006
ABN AMRO Bank N.V. 1996 - 1998
The Chicago Corporation 1991 - 1996
First Chicago 1986 - 1991
Ernst & Whinney 1983 - 1985
Skills
Investments, Fixed Income
Education
University of Chicago
Master of Business Administration (MBA), Finance
Michigan State University
Bachelor of Arts (BA), Accounting, Finance
LT Group, LLC 2007 - Present
Goldenberg Hehmeyer Trading Co Ltd 1999 - 2006
Cambridge Bank 1995 - 2006
ABN AMRO Bank N.V. 1996 - 1998
The Chicago Corporation 1991 - 1996
First Chicago 1986 - 1991
Ernst & Whinney 1983 - 1985
Skills
Investments, Fixed Income
Education
University of Chicago
Master of Business Administration (MBA), Finance
Michigan State University
Bachelor of Arts (BA), Accounting, Finance
Sheri Carfi's The Chicago Corporation Experience November 1983 - October 2003
Job Managing Director, Business Development/Corporate Finance/Consulting at SeaCapital Investment Management
Industry Investment Banking
Experience
SeaCapital Group January 2012 - Present
Carfi Enterprises 1988 - Present
Iliad Advisors 2009 - January 2012
The Chicago Corporation November 1983 - October 2003
Advest, Inc. 1998 - 2003
A G Becker March 1973 - November 1983
Skills
Private Placements, Equities, Fixed Income, Investment Strategies, Investment Advisory, Emerging Markets, Asset Managment, Capital Markets, Mutual Funds, Hedge Funds, Trading, Bloomberg, Wealth Management, Alternative Investments, Venture Capital, Portfolio Management, Investments, Financial Advisory, Capital, Securities, Bonds, Financial Modeling, Mergers & Acquisitions, Investment Management, Private Equity, Options, Investment Banking, Series 63, Equity Research, Institutional Sales, Equity Trading, Asset Allocation, Asset Management, Mergers, Series 7, Investor Relations, Valuation, ETFs, Financial Markets, Business Development, Retirement Planning, Structured Products, Corporate Finance, Strategy, Electronic Trading, Entrepreneurship, Financial Structuring, Financial Analysis
Education
DePaul University
Business
SeaCapital Group January 2012 - Present
Carfi Enterprises 1988 - Present
Iliad Advisors 2009 - January 2012
The Chicago Corporation November 1983 - October 2003
Advest, Inc. 1998 - 2003
A G Becker March 1973 - November 1983
Skills
Private Placements, Equities, Fixed Income, Investment Strategies, Investment Advisory, Emerging Markets, Asset Managment, Capital Markets, Mutual Funds, Hedge Funds, Trading, Bloomberg, Wealth Management, Alternative Investments, Venture Capital, Portfolio Management, Investments, Financial Advisory, Capital, Securities, Bonds, Financial Modeling, Mergers & Acquisitions, Investment Management, Private Equity, Options, Investment Banking, Series 63, Equity Research, Institutional Sales, Equity Trading, Asset Allocation, Asset Management, Mergers, Series 7, Investor Relations, Valuation, ETFs, Financial Markets, Business Development, Retirement Planning, Structured Products, Corporate Finance, Strategy, Electronic Trading, Entrepreneurship, Financial Structuring, Financial Analysis
Education
DePaul University
Business
Charlie Koehn's The Chicago Corporation Experience 1992 - 1993
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Société Générale 2011 - 2014
Prudential Financial 2003 - 2011
HSBC Securities 1997 - 2003
The Chase Manhattan Bank 1992 - 1995
The Chicago Corporation 1992 - 1993
Skills
Derivatives, Options, Trading, Hedge Funds, Equities, Electronic Trading, Securities, Commodity, Prime Brokerage, Portfolio Management, Asset Management, Investments, Commodities, Trading Strategies, Team Management, Operational Risk..., ETFs, Financial Advisory
Education
University of Arizona 1988 — 1992
BA, History, Economics
University of Chicago
Economics, Financial Accounting
University School of Milwaukee
Morgan Stanley April 2015 - Present
Société Générale 2011 - 2014
Prudential Financial 2003 - 2011
HSBC Securities 1997 - 2003
The Chase Manhattan Bank 1992 - 1995
The Chicago Corporation 1992 - 1993
Skills
Derivatives, Options, Trading, Hedge Funds, Equities, Electronic Trading, Securities, Commodity, Prime Brokerage, Portfolio Management, Asset Management, Investments, Commodities, Trading Strategies, Team Management, Operational Risk..., ETFs, Financial Advisory
Education
University of Arizona 1988 — 1992
BA, History, Economics
University of Chicago
Economics, Financial Accounting
University School of Milwaukee
Bridgid Kelly's The Chicago Corporation Experience 1994 - 2005
Job Broker at ED&F Man Capital Markets
Industry Financial Services
Experience
ED&F Man Capital Markets December 2014 - Present
ICAP January 2014 - November 2014
Newedge Group November 2005 - January 2014
ABN AMRO January 1994 - January 2005
The Chicago Corporation 1994 - 2005
Skills
FINRA, Equities, Electronic Trading, Options, Trading Systems, Trading, Derivatives, Market Data, FX Options, Bloomberg, Capital Markets, Commodity, Financial Markets, Fixed Income, Hedge Funds, Prime Brokerage
Education
Simmons College 1989 — 1993
BA, French
Simmons College
Bachelor of Arts (B.A.), French Language and Literature
ED&F Man Capital Markets December 2014 - Present
ICAP January 2014 - November 2014
Newedge Group November 2005 - January 2014
ABN AMRO January 1994 - January 2005
The Chicago Corporation 1994 - 2005
Skills
FINRA, Equities, Electronic Trading, Options, Trading Systems, Trading, Derivatives, Market Data, FX Options, Bloomberg, Capital Markets, Commodity, Financial Markets, Fixed Income, Hedge Funds, Prime Brokerage
Education
Simmons College 1989 — 1993
BA, French
Simmons College
Bachelor of Arts (B.A.), French Language and Literature
Stormy Hicks's The Chicago Corporation Experience January 2009 - Present
Job Senior Business Advisor & Leadership Development Director Operational Performance Solutions, Inc.
Industry Automotive
Experience
Operational Performance Solutions, Inc. 2011 - Present
The Chicago Corporation January 2009 - Present
Ford Motor Company, Eaton Corporation, ITT Automotive, J.B. Poindexter, Inc., Plasan Carbon Composit June 1978 - 2010
Skills
Mergers, Management Consulting, Due Diligence, Strategic Planning, Strategy, Business Strategy, Change Management, Investment Banking, Sales, Venture Capital, Divestitures, Private Equity, Valuation, Wealth, Financial Modeling, Strategic Partnerships, Corporate Finance, Acquisition Integration, Lean Manufacturing, Mergers & Acquisitions, Strategic Consulting, Restructuring, Six Sigma, Turn Around Management, International Logistics, Logistics Management, International Sales, Manufacturing..., Process Optimization, Corporate Governance, Leadership, Operational Planning, Operations Management, Operational Excellence, Manufacturing Operations, Process Improvement, Business Process..., Capital, Executive Management, Program Management, Start-ups, Cross-functional Team..., Risk Management, Acquisitions, Competitive Analysis, Entrepreneurship, Analytics, Business Planning, Organizational..., P&L Management
Education
Wayne State University 2000 — 2005
Ph.D, Organizational Communication and Leadership
Cornell University 1976 — 1978
MS, Communications
United States Naval Academy 1964 — 1968
ME
Operational Performance Solutions, Inc. 2011 - Present
The Chicago Corporation January 2009 - Present
Ford Motor Company, Eaton Corporation, ITT Automotive, J.B. Poindexter, Inc., Plasan Carbon Composit June 1978 - 2010
Skills
Mergers, Management Consulting, Due Diligence, Strategic Planning, Strategy, Business Strategy, Change Management, Investment Banking, Sales, Venture Capital, Divestitures, Private Equity, Valuation, Wealth, Financial Modeling, Strategic Partnerships, Corporate Finance, Acquisition Integration, Lean Manufacturing, Mergers & Acquisitions, Strategic Consulting, Restructuring, Six Sigma, Turn Around Management, International Logistics, Logistics Management, International Sales, Manufacturing..., Process Optimization, Corporate Governance, Leadership, Operational Planning, Operations Management, Operational Excellence, Manufacturing Operations, Process Improvement, Business Process..., Capital, Executive Management, Program Management, Start-ups, Cross-functional Team..., Risk Management, Acquisitions, Competitive Analysis, Entrepreneurship, Analytics, Business Planning, Organizational..., P&L Management
Education
Wayne State University 2000 — 2005
Ph.D, Organizational Communication and Leadership
Cornell University 1976 — 1978
MS, Communications
United States Naval Academy 1964 — 1968
ME
Greg Wisniewski's The Chicago Corporation Experience 1983 - 1985
Job Investment Consultant / Analyst / Portfolio Manager / AR Manager at AR Management | Higher Education
Industry Financial Services
Experience
Investment AR Management Higher Education 2000 - Present
Shay Assets Management 1985 - 1999
The Chicago Corporation 1983 - 1985
United Financial Trading 1982 - 1983
Harris Trust Savings (now BMO Harris Bank, N.A.) 1981 - 1982
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Banking, Customer Service, Account Management..., Accounting, Account Management, Accounts Receivable, Market Analysis, Arbitrage, Asset Management, College Teaching, Bond Markets, Bonds, Superior Client Service, Consultants, Economic Forecasting, Financial Markets, Financial Statements, Fixed Income Portfolio..., Futures Trading, Hedge Funds, Government Securities, Investment Strategies, Market Research, Money Market, Newsletters, Portfolio Performance..., Statistical Data..., University Teaching, Training, Treasury Services, Treasury Management, Investment Management, Interest Rate Hedging, Portfolio Management, Fixed Income
Education
University of Detroit Mercy
Master of Business Administration (MBA), Business Administration and Management, General
University of Michigan
Bachelor of Arts (B.A.), Economics
Investment AR Management Higher Education 2000 - Present
Shay Assets Management 1985 - 1999
The Chicago Corporation 1983 - 1985
United Financial Trading 1982 - 1983
Harris Trust Savings (now BMO Harris Bank, N.A.) 1981 - 1982
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Banking, Customer Service, Account Management..., Accounting, Account Management, Accounts Receivable, Market Analysis, Arbitrage, Asset Management, College Teaching, Bond Markets, Bonds, Superior Client Service, Consultants, Economic Forecasting, Financial Markets, Financial Statements, Fixed Income Portfolio..., Futures Trading, Hedge Funds, Government Securities, Investment Strategies, Market Research, Money Market, Newsletters, Portfolio Performance..., Statistical Data..., University Teaching, Training, Treasury Services, Treasury Management, Investment Management, Interest Rate Hedging, Portfolio Management, Fixed Income
Education
University of Detroit Mercy
Master of Business Administration (MBA), Business Administration and Management, General
University of Michigan
Bachelor of Arts (B.A.), Economics
Liz Clark's The Chicago Corporation Experience 1986 - 1994
Job Trader at Peak6 Capital Managment
Industry Investment Management
Experience
Peak6 Capital Managment September 2014 - Present
Campanella Capital, LLC August 2013 - June 2014
Stark Investments July 1999 - June 2012
Orrington Investments LP 1994 - April 1999
The Chicago Corporation 1986 - 1994
Skills
Risk Arbitrage, Hedge Funds, Equities, Convertible Arbitrage, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1987 — 1990
Masters of Management, Finance and Economics
Eastern Michigan University 1980 — 1986
BBA, magna cum laude, Finance and Economics
Peak6 Capital Managment September 2014 - Present
Campanella Capital, LLC August 2013 - June 2014
Stark Investments July 1999 - June 2012
Orrington Investments LP 1994 - April 1999
The Chicago Corporation 1986 - 1994
Skills
Risk Arbitrage, Hedge Funds, Equities, Convertible Arbitrage, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1987 — 1990
Masters of Management, Finance and Economics
Eastern Michigan University 1980 — 1986
BBA, magna cum laude, Finance and Economics
M. Patricia (Patti) Kane's The Chicago Corporation Experience 1989 - 1995
Job SVP, Chief Financial Officer Crossland Futures Division of Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities October 2010 - Present
Kane-Kutten Enterprises, LLC November 2007 - Present
Gateway Capital Group, LLC December 2007 - September 2012
Terra Nova Financial Group, Inc 2001 - 2007
Ryan & Juraska 1999 - 2001
Intercap Systems, LLC 1999 - 2001
BA Futures, Inc 1997 - 1999
First Chicago Futures, Inc. 1995 - 1997
The Chicago Corporation 1989 - 1995
Barnes & Co. 1987 - 1990
Education
Spring Hill College 1981 — 1985
BS, Accounting
Regina Dominican High School 1977 — 1981
Diploma
St. Francis Xavier
Wedbush Securities October 2010 - Present
Kane-Kutten Enterprises, LLC November 2007 - Present
Gateway Capital Group, LLC December 2007 - September 2012
Terra Nova Financial Group, Inc 2001 - 2007
Ryan & Juraska 1999 - 2001
Intercap Systems, LLC 1999 - 2001
BA Futures, Inc 1997 - 1999
First Chicago Futures, Inc. 1995 - 1997
The Chicago Corporation 1989 - 1995
Barnes & Co. 1987 - 1990
Education
Spring Hill College 1981 — 1985
BS, Accounting
Regina Dominican High School 1977 — 1981
Diploma
St. Francis Xavier
Matthew Witt's The Chicago Corporation Experience 1992 - 1996
Job Derivatives Portfolio Manager and Finance Professional at Belvedere Trading
Industry Banking
Experience
Belvedere Trading September 2010 - Present
TD Securities 2003 - 2010
Letco Trading, LLC 1998 - 2003
GVR COMPANY 1996 - 1998
THE CHICAGO CORPORATION 1992 - 1996
Skills
Proprietary Trading, Options, Portfolio Management, Market Making, Electronic Trading, Securities, Risk Management, Volatility, Trading Systems, Derivatives, Equities, Trading, Financial Markets, Hedge Funds, Equity Derivatives, Capital Markets, Equity Trading, Bloomberg, Commodity, Hedging, Investments, Financial Accounting, Microsoft Excel, Financial Risk..., Financial Analysis, Financial Modeling
Education
Northwestern University 1986 — 1990
BA, Economics, Organizational Change
Belvedere Trading September 2010 - Present
TD Securities 2003 - 2010
Letco Trading, LLC 1998 - 2003
GVR COMPANY 1996 - 1998
THE CHICAGO CORPORATION 1992 - 1996
Skills
Proprietary Trading, Options, Portfolio Management, Market Making, Electronic Trading, Securities, Risk Management, Volatility, Trading Systems, Derivatives, Equities, Trading, Financial Markets, Hedge Funds, Equity Derivatives, Capital Markets, Equity Trading, Bloomberg, Commodity, Hedging, Investments, Financial Accounting, Microsoft Excel, Financial Risk..., Financial Analysis, Financial Modeling
Education
Northwestern University 1986 — 1990
BA, Economics, Organizational Change
Krista Gallagher's The Chicago Corporation Experience 1993 - 1994
Job Head of Commercial Bank Marketing and Strategy at Chase Commercial Bank
Industry Banking
Experience
Chase Commercial Bank 2012 - Present
J.P. Morgan 2009 - 2012
JPMorgan Chase 2002 - 2009
McKinsey & Company 1999 - 2002
WestLB Panmure 1994 - 1997
The Chicago Corporation 1993 - 1994
Skills
Business Strategy, Strategy, Business Development, Financial Services, Marketing, Financial Modeling, Due Diligence, Mergers, Investments
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA
Duke University 1989 — 1993
BA
Chase Commercial Bank 2012 - Present
J.P. Morgan 2009 - 2012
JPMorgan Chase 2002 - 2009
McKinsey & Company 1999 - 2002
WestLB Panmure 1994 - 1997
The Chicago Corporation 1993 - 1994
Skills
Business Strategy, Strategy, Business Development, Financial Services, Marketing, Financial Modeling, Due Diligence, Mergers, Investments
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA
Duke University 1989 — 1993
BA
Frank Oddo's The Chicago Corporation Experience August 1989 - 1999
Job Senior Vice President Investments at UBS
Industry Financial Services
Experience
UBS Financial Services December 1999 - Present
The Chicago Corporation August 1989 - 1999
Chicago Board of Trade May 1979 - February 1989
Skills
Alternative Investments, Trading, Investments, Equities, Series 7, Fixed Income, Portfolio Management, Asset Management, Securities, Hedge Funds, Mutual Funds, Finance, Wealth Preservation..., Capital Markets
Education
University of Illinois at Urbana-Champaign 1977 — 1979
Master of Science (M.S.), Economics and Quantitative Economics
DePaul University 1973 — 1977
Bachelor of Arts (B.A.), Economics
UBS Financial Services December 1999 - Present
The Chicago Corporation August 1989 - 1999
Chicago Board of Trade May 1979 - February 1989
Skills
Alternative Investments, Trading, Investments, Equities, Series 7, Fixed Income, Portfolio Management, Asset Management, Securities, Hedge Funds, Mutual Funds, Finance, Wealth Preservation..., Capital Markets
Education
University of Illinois at Urbana-Champaign 1977 — 1979
Master of Science (M.S.), Economics and Quantitative Economics
DePaul University 1973 — 1977
Bachelor of Arts (B.A.), Economics
Bill Trader's The Chicago Corporation Experience May 1985 - January 2002
Job Associate at Aflac
Industry Insurance
Experience
Aflac September 2008 - Present
The Chicago Corporation May 1985 - January 2002
Continental Illinois National Bank June 1972 - May 1985
U.S. Marine Corps May 1965 - May 1972
Education
University of Pennsylvania 1961 — 1965
Bachelor of Arts- Economics 1961
Aflac September 2008 - Present
The Chicago Corporation May 1985 - January 2002
Continental Illinois National Bank June 1972 - May 1985
U.S. Marine Corps May 1965 - May 1972
Education
University of Pennsylvania 1961 — 1965
Bachelor of Arts- Economics 1961
Lance Dominick's The Chicago Corporation Experience March 1985 - December 1996
Job Relationship Management & Sales Options & Equities Execution & Clearance
Industry Financial Services
Experience
Merrill Lynch April 2004 - March 2012
ABN AMRO Inc. January 1997 - April 2004
The Chicago Corporation March 1985 - December 1996
Skills
Series 7, Options, Equities, Securities, CRM, Series 24, Trading, Trading Systems, Financial Markets, Fixed Income, Hedge Funds, Equity Trading, Series 63, Electronic Trading, Derivatives
Education
Illinois Institute of Technology
MS Financial Markets & Trading, Financial Markets
Southern Illinois University, Carbondale
Bachelor of Arts (BA), Economics
Merrill Lynch April 2004 - March 2012
ABN AMRO Inc. January 1997 - April 2004
The Chicago Corporation March 1985 - December 1996
Skills
Series 7, Options, Equities, Securities, CRM, Series 24, Trading, Trading Systems, Financial Markets, Fixed Income, Hedge Funds, Equity Trading, Series 63, Electronic Trading, Derivatives
Education
Illinois Institute of Technology
MS Financial Markets & Trading, Financial Markets
Southern Illinois University, Carbondale
Bachelor of Arts (BA), Economics
Donald Guidara's The Chicago Corporation Experience September 1982 - September 1990
Job COO at CPR Consulting Services
Industry Financial Services
Experience
CPR Consulting Services September 1996 - Present
Mizuho Securities US January 2010 - October 2011
Credit Suisse January 2005 - August 2010
Man Financial August 2003 - May 2005
CPR Consulting Services October 1996 - July 2003
Index Futures Group September 1990 - September 1996
Index Futures Group January 1990 - September 1996
The Chicago Corporation September 1982 - September 1990
The Chicago Corporation January 1982 - September 1990
CME Group 1972 - 1980
Skills
GMI, Back Office, Commodities, Derivatives, Options, Excel, Microsoft Office, Word, Customer Relations, Customer Service, Settlements, Outlook, Brokerage
Education
Northeastern Illinois University
Northeastern Illinois University
CPR Consulting Services September 1996 - Present
Mizuho Securities US January 2010 - October 2011
Credit Suisse January 2005 - August 2010
Man Financial August 2003 - May 2005
CPR Consulting Services October 1996 - July 2003
Index Futures Group September 1990 - September 1996
Index Futures Group January 1990 - September 1996
The Chicago Corporation September 1982 - September 1990
The Chicago Corporation January 1982 - September 1990
CME Group 1972 - 1980
Skills
GMI, Back Office, Commodities, Derivatives, Options, Excel, Microsoft Office, Word, Customer Relations, Customer Service, Settlements, Outlook, Brokerage
Education
Northeastern Illinois University
Northeastern Illinois University
Lawrence (Jay) Dennis's The Chicago Corporation Experience 1987 - 1997
Job Claims Representative at State Farm Insurance Companies
Industry Financial Services
Experience
State Farm Insurance Companies September 2012 - Present
Mizuho Securities USA Inc. 2002 - December 2011
DKB Financial Futures 1997 - 2002
The Chicago Corporation 1987 - 1997
Skills
Licensed Life And..., FINRA Series 7 and 63..., Passed Level 1,..., AICPA Professional..., Volunteer Tax Preparer,..., Licensed IHSA Soccer..., Trading, Hedge Funds, Risk Management, Management, Bonds
Education
College of DuPage
Advance Accounting Certification Program
DePaul University
Coursework Toward a Master of Science, Finance
Southern Illinois University, Carbondale
Bachelor of Arts (B.A.), Microbiology, General
State Farm Insurance Companies September 2012 - Present
Mizuho Securities USA Inc. 2002 - December 2011
DKB Financial Futures 1997 - 2002
The Chicago Corporation 1987 - 1997
Skills
Licensed Life And..., FINRA Series 7 and 63..., Passed Level 1,..., AICPA Professional..., Volunteer Tax Preparer,..., Licensed IHSA Soccer..., Trading, Hedge Funds, Risk Management, Management, Bonds
Education
College of DuPage
Advance Accounting Certification Program
DePaul University
Coursework Toward a Master of Science, Finance
Southern Illinois University, Carbondale
Bachelor of Arts (B.A.), Microbiology, General
edward lezak's The Chicago Corporation Experience January 1979 - August 1986
Job
Industry Financial Services
Experience
Northeastern Illinois University September 1993 - August 2007
The Chicago Corporation January 1979 - August 1986
Dean Witter February 1977 - December 1978
CNA Insurance September 1972 - October 1977
Virginia Commonwealth University September 1970 - August 1972
Indiana University NW September 1966 - August 1970
Honeywell Ordnance Division September 1963 - July 1964
Armour Research Foundation September 1960 - October 1962
Skills
i have a Ph.D. in math..., granted in 1969., i am expert in firearms..., Fortran, Simulations, Finance, Research, Investments, Mathematics, Mergers & Acquisitions, Risk Management, Financial Analysis, Data Analysis, BASIC, Statistics, Financial Modeling, Process Improvement, Microsoft Office, Public Speaking, Leadership, Management, Teaching, Economics, Portfolio Management, mathematics physics
Education
Illinois Institute of Technology 1957 — 1969
Bachelor of Science (B.S.),M.S.,Ph.D., Mathematics
Illinois Institute of Technology 1957 — 1969
Bachelor's degree masters degree doctor of philosophy in mathematics, Mathematics
Northeastern Illinois University September 1993 - August 2007
The Chicago Corporation January 1979 - August 1986
Dean Witter February 1977 - December 1978
CNA Insurance September 1972 - October 1977
Virginia Commonwealth University September 1970 - August 1972
Indiana University NW September 1966 - August 1970
Honeywell Ordnance Division September 1963 - July 1964
Armour Research Foundation September 1960 - October 1962
Skills
i have a Ph.D. in math..., granted in 1969., i am expert in firearms..., Fortran, Simulations, Finance, Research, Investments, Mathematics, Mergers & Acquisitions, Risk Management, Financial Analysis, Data Analysis, BASIC, Statistics, Financial Modeling, Process Improvement, Microsoft Office, Public Speaking, Leadership, Management, Teaching, Economics, Portfolio Management, mathematics physics
Education
Illinois Institute of Technology 1957 — 1969
Bachelor of Science (B.S.),M.S.,Ph.D., Mathematics
Illinois Institute of Technology 1957 — 1969
Bachelor's degree masters degree doctor of philosophy in mathematics, Mathematics
pao lao's The Chicago Corporation Experience November 1992 - July 1994
Job Telecommunications Professional
Industry Telecommunications
Experience
Motorola Mobility 1994 - 2012
The Chicago Corporation November 1992 - July 1994
Education
DePaul University
Bachelor of Science (BS), Computer Programming
Motorola Mobility 1994 - 2012
The Chicago Corporation November 1992 - July 1994
Education
DePaul University
Bachelor of Science (BS), Computer Programming
Rhonda Goergen's The Chicago Corporation Experience 1988 - 1995
Job Controller at Quality Tech Tool
Industry Aviation & Aerospace
Experience
Quality Tech Tool 1996 - Present
The Chicago Corporation 1988 - 1995
Oppenheim Appel Dixon 1983 - 1987
Skills
Accounting, Financial Reporting, Cost Accounting, Internal Controls, Financial Analysis, General Ledger, GAAP, Cash Management, Financial Services, Financial Audits, Tax Preparation, Manufacturing Operations, Inventory Management, Mutual Funds, Budget Forecasts, ADP Payroll, Investment Brokerage, Financial Statements
Education
Western Michigan University
Bachelor of Business Administration (BBA), Accounting
Northern Illinois University
Master of Business Administration (MBA), MBA
Quality Tech Tool 1996 - Present
The Chicago Corporation 1988 - 1995
Oppenheim Appel Dixon 1983 - 1987
Skills
Accounting, Financial Reporting, Cost Accounting, Internal Controls, Financial Analysis, General Ledger, GAAP, Cash Management, Financial Services, Financial Audits, Tax Preparation, Manufacturing Operations, Inventory Management, Mutual Funds, Budget Forecasts, ADP Payroll, Investment Brokerage, Financial Statements
Education
Western Michigan University
Bachelor of Business Administration (BBA), Accounting
Northern Illinois University
Master of Business Administration (MBA), MBA
Helen Khan's The Chicago Corporation Experience 1991 - 1997
Job Foreign Exchange Analyst at ADM Investor Services
Industry Banking
Experience
ADM Investor Services May 2014 - Present
Royal Bank of Scotland August 2008 - September 2013
ABN AMRO Bank N.V. 1997 - 2008
The Chicago Corporation 1991 - 1997
Continental Bank/Bank of America 1976 - 1991
Skills
Banking
Education
Immaculata High School
University of Illinois at Chicago
ADM Investor Services May 2014 - Present
Royal Bank of Scotland August 2008 - September 2013
ABN AMRO Bank N.V. 1997 - 2008
The Chicago Corporation 1991 - 1997
Continental Bank/Bank of America 1976 - 1991
Skills
Banking
Education
Immaculata High School
University of Illinois at Chicago