Van Kampen Investments
Industry: Company
DescriptionVan Kampen Investments, Inc. was an American mutual fund company. Formerly independent, it was acquired by Morgan Stanley in 1996. Most of Morgan Stanley's asset management activities were principally conducted under the Morgan Stanley and Van Kampen brands. Headquarters: Oakbrook Terrace, Illinois, United States Founded: 1968 Subsidiaries: Van Kampen Investments, Parent organizations: Morgan Stanley, Invesco, Van Kampen Investments, MSAM Holdings II Inc
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Van Kampen Investments Employees
View Chicago, LLC September 2009 - Present
Red Cedar Partners, LLC May 2005 - June 2009
Van Kampen Investments May 2001 - May 2005
Carmichael & Company May 2000 - May 2001
Skills
Advertising, Marketing, Investment Properties, Investments, Asset Management, Sales, Sales Management, Sales Operations, Sales Process, Entrepreneurship, Management, Outdoor Advertising, Selling, Business Development, Start-ups, Alternative Investments, Marketing Strategy, Strategic Partnerships, Mergers & Acquisitions, Strategic Planning, Contract Negotiation, New Business Development, Strategy, Lead Generation, Mutual Funds, Financial Analysis
Education
Michigan State University 1996 — 2000
Bachelor of Arts (B.A.), Finance, General
Saint John's High School 1994 — 1996
Presence Health May 2008 - Present
First Midwest Bank October 2007 - May 2008
First Midwest Bank November 2005 - October 2007
Van Kampen Investments May 2003 - March 2005
Van Kampen Investments May 2003 - March 2005
Van Kampen Investments March 2000 - May 2003
Van Kampen Investments March 2000 - May 2003
Allstate October 1995 - February 2000
Cigna Companies October 1993 - October 1995
Cigna Companies September 1992 - October 1993
Skills
Accounts Receivable, Invoicing, Time Management, Administration, Account Reconciliation, Customer Service, Marketing, Process Scheduler, Medical Billing, Medicaid, Hospitals, Strategic Communications
Education
North Central College 1994 — 1995
Human Resource Management; Business
North Central College 1989 — 1994
Bachelor of Arts, Business Administration
Plainfield High School 1985 — 1989
Acton Creative,LLC 2008 - Present
Chesterton Art Center June 2012 - Present
Discover Financial Services 2004 - 2008
Van Kampen Investments 1999 - 2004
Skills
Art, Weaving, Entrepreneurship, News Writing, Radio Host, Social Media, Drawing
Education
Indiana University Bloomington 1989 — 1994
Bachelor of Science (BS), Music Performance & Interior Design
First Trust Advisors L.P. July 2010 - Present
Advisors Asset Management, Inc. August 2009 - July 2010
Van Kampen Investments January 2008 - July 2009
Van Kampen Investments October 2005 - December 2007
Skills
Public Speaking, Investments, ETFs, Mutual Funds, SMA, Hold Series 7, Series 65
Education
Miami University 1999 — 2003
Bachelor of Business Administration (BBA), Finance Major, International Business Minor
Salient Partners July 2013 - Present
Salient Partners July 2010 - July 2013
Telemus Capital Partners, LLC May 2007 - June 2010
UBS Financial Services Inc July 2006 - May 2007
JP Morgan Private Bank August 2004 - July 2006
JP Morgan Chase & Co August 2002 - August 2004
Van Kampen Investments May 2000 - August 2002
Skills
Equities, Investments, Financial Services, Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Hedge Funds, Non-profits, Microsoft Excel, Risk Management, Private Equity, Due Diligence, Program Management, Wealth Management, Financial Reporting, Microsoft Office, Auditing, Accounting, Customer Service, PowerPoint, Asset Managment, Portfolio Management, Outlook, Microsoft Word, Corporate Finance, Investment Management, Investment Advisory, Event Planning, Fundraising, Trading, Retirement Planning, Strategic Planning, Investor Relations, Asset Management
Education
Texas State University-San Marcos 1995 — 1999
Bachleor of Heathcare Adminstration
Capstone Professional Services Inc. January 2000 - Present
Atlanta Metropolitan College August 2004 - May 2014
Lone Star College August 1995 - August 2004
Van Kampen Investments June 1989 - August 1995
Skills
Higher Education, Public Speaking, Research, Teaching, Adult Education, Grant Writing, Staff Development, Curriculum Development, E-Learning, Curriculum Design, Nonprofits, Community Outreach, Fundraising, Accounting, Student Affairs, Leadership, Organizational..., Program Development, College Teaching, Distance Learning, Strategic Planning, Leadership Development, Data Analysis, Social Media, PowerPoint, Small Business, Team Building, Coaching, Academic Advising, Tutoring, Editing, Student Development, Business Development, Microsoft Office, Instructional Design, Event Planning, Management, Program Evaluation, University Teaching, Career Counseling, Training
Education
Valdosta State University 2010 — 2015
Ed.D., Organizational Leadership
Our Lady of the Lake University
Master of Business Administration (MBA), Business Administration and Management, General
University of Houston-Downtown
Bachelor of Business Administration (BBA), Accounting
Transamerica April 2013 - Present
Van Kampen Investments 1999 - 2004
Van Kampen Funds 1998 - 1999
Security First Group 1996 - 1998
Skills
Mutual Funds, Series 7, Series 63, Licensed Life Insurance..., Variable Annuities, ETFs, Unit Investment Trusts, 403b, Retirement Planning, Securities, Wealth Management
Education
Northern Illinois University 1993 — 1996
Business, Finance
Dow Jones February 2013 - Present
Wilshire Associates June 2012 - December 2012
Savvis September 2011 - June 2012
Thomson Reuters July 2008 - August 2011
GL Trade January 2007 - June 2008
Zacks Investment Research January 2005 - December 2006
Thomson Financial January 2003 - December 2004
Van Kampen Investments June 1998 - December 2002
Skills
Financial Markets, Equities, Trading Systems, Electronic Trading, Financial Services, Sales, Trading, Asset Management, Market Data, Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Business Development, Capital Markets, Morningstar, Training, Alternative Investments, Relationship Management, FX Options, Securities, Bloomberg
Education
Northwestern University 1994 — 1998
B.S., Communications & Economics
OptionsCity Software December 2014 - Present
GoLink App May 2013 - March 2015
Advantage Futures January 2008 - November 2014
CME Group October 2004 - December 2007
Van Kampen Investments June 2000 - September 2004
Procter & Gamble May 1996 - October 1999
Skills
Market Research, Product Management, Competitive Analysis, Strategic Planning, Marketing Strategy, Cross-functional Team..., Marketing, Business Strategy, Product Development, Portfolio Management, Analytics, New Business Development, Start-ups, Risk Management, Investments, Strategy, Business Development, Trading, Marketing Communications, Online Marketing, Integrated Marketing, Management Consulting, Strategic Partnerships
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Management Strategy
Washington University in St. Louis 1992 — 1996
BA, Economics, Biology
Nuveen Investments February 2010 - Present
Van Kampen Investments October 2007 - February 2010
Morgan Stanley July 2006 - October 2007
Skills
Separately Managed..., Series 7, Mutual Funds, Series 65, Asset Allocation, Series 63, ETFs, Alternative Investments, Wealth Management, Investment Strategies, Investments, Investment Advisory, Asset Management, Securities, Fixed Income, Equities, Uniform Combined State...
Education
Miami University 2002 — 2006
Bachelor of Science (BS), Finance, General
Astor Investment Management May 2012 - Present
First Trust Portfolios January 2010 - May 2012
Managers Investment Group October 2007 - December 2009
Van Kampen Investments May 2004 - October 2007
Nuveen Investments November 2000 - May 2004
Skills
Mutual Funds, Investments, Separately Managed..., Retirement Planning, Managed Accounts, Hedge Funds, Series 7, Alternative Investments, Series 63, ETFs, Wholesaling, Series 65, Structured Products, Investment Strategies, Institutional, 401k, Retirement, Financial Advisory, Strategy, Wholesale, Financial Services, Securities, Financial Markets, Bonds, Morningstar, Capital Markets, Asset Management, Managing Accounts, Wealth Management, Banking, Fixed Annuities, Equity Research, Bloomberg, Options, High Net Worth..., Series 24, Wealth Management..., Personal Finance, Strategic Financial..., Trading, Series 6, Uniform Combined State..., Financial Modeling, Portfolio Management, Finance, FINRA, Investment Banking, Relationship Management, Funding, Private Equity
Education
Saint Xavier University
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Fremd High School
Tricon Energy, Ltd. April 2014 - Present
Ernst & Young July 2008 - March 2014
Morgan Stanley July 2004 - August 2006
Van Kampen Investments May 2003 - July 2004
Skills
Financial Analysis, Valuation, Corporate Finance, Accounting, Tax, Financial Modeling, Management Consulting, Investments, Financial Reporting, Business Valuation, Due Diligence, Analysis, Restructuring
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
Master of Business Administration, Finance
Texas A&M University 1999 — 2003
Bachelor of Business Administration, Finance
Strategic Retirement Partners September 2015 - Present
401(k) Advisors 2011 - August 2015
Principal Financial Group May 2005 - July 2009
Van Kampen Investments March 2001 - May 2005
Skills
Employee Benefits, Series 63, ERISA, Series 6, Investments, Investment Advisory, Pensions, Qualified Retirement..., Profit Sharing, Defined Contribution, Fixed Annuities, Sales, Asset Management, Insurance, Financial Advisory, Executive Pay
Education
Kenyon College 1994 — 1998
BS, History
Hewitt EnnisKnupp - an Aon Company 2012 - 2014
Windy City Golf League 2008 - 2012
Independent Consultant 2008 - 2012
Callan Associates 2008 - 2008
Van Kampen Investments 2007 - 2008
Van Kampen Investments 2004 - 2007
Fifth Third Bank 2002 - 2003
Morgan Stanley 2001 - 2002
Skills
Portfolio Management, Investments, Investment Strategies, Asset Management, Mutual Funds, Asset Allocation, Investment Management, Business Strategy, Negotiation, Financial Services, Asset Managment, Relationship Management, Account Management, Wealth Management, Series 7, Equities, Research, Due Diligence, Superior Client Service, Customer Relations, Client Service Oriented, Qualitative Research, Alternative Investments, RFI, RFP, Database Administration, Copywriting, Web Content Management, Content Development, Competitive Analysis, CRM, Management, Client Services
Education
The University of Chicago Booth School of Business 2004 — 2007
M.B.A., Finance, Strategic Management, Entrepreneurship
University of Michigan 1995 — 1999
B.A., Economics
Lake Michigan Catholic High School 1992 — 1995
American Beacon Advisors June 2012 - Present
Destra Capital April 2011 - June 2012
Janus Capital Group November 2004 - March 2011
Bank of America Capital Management 2002 - 2004
Schwab Institutional 2000 - 2002
Van Kampen Investments 1990 - 2000
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Investments, Hedge Funds, Asset Managment, Wealth Management, ETFs, Equities, Securities, Investment Management, Fixed Income, Series 65, Managing Accounts, Investment Advisory, Investment Strategies, Fixed Annuities
Education
The George Washington University
McDonnell Investment Management March 2004 - Present
Van Kampen Investments 1991 - 2003
Skills
Mutual Funds, Bloomberg, Portfolio Management, Counterparty Risk, Asset Managment, Investments, Bonds, Investment Management, Asset Allocation, Fixed Income, Asset Management, Equities, Securities, Capital Markets, High Yield
Education
Northern Illinois University - College of Business 1987 — 1991
BA, Finance
Simpson Strong-Tie 2015 - Present
JMG Financial Group, LTD 1992 - 1994
Van Kampen Investments April 1988 - June 1992
Talman Home Mortgages October 1987 - November 1988
IBM June 1983 - August 1987
Skills
Personal Financial..., Volunteer Cordination, Personal Tax Preparation, Series 6 Registered..., Investments, High Net Worth..., Financial Services, Wealth Management, Mutual Funds, Retirement, Mortgage Lending, Financial Planners, Financial Planning, Team Building
Education
Liberty University 1982 — 1986
Bachelor of Business Administration (BBA), Financial Planning and Services, 3.75
Guggenheim Funds Distributors, Inc August 2012 - Present
Invesco June 2010 - July 2012
Van Kampen Investments January 2008 - June 2010
Van Kampen Investments April 2005 - February 2008
Spike Trading April 2004 - April 2005
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Securities, Series 6, Investment Strategies, Investments, Asset Managment, Equities, Fixed Income, Relationship Management, IRAs, Sales Management, Salesforce.com, Bonds, Closed-end Funds, Sales, Unit Investment Trusts, Alternative Investments, Asset Management
Education
Marquette University 2000 — 2004
Bachelor of Science, Finance
Guggenheim Funds Distributors, Inc June 2010 - Present
Van Kampen Investments January 2008 - April 2011
Van Kampen Investments January 2008 - December 2008
Van Kampen Investments June 2005 - December 2007
Alpha Equity Research June 2003 - May 2005
Waddell & Reed July 2002 - May 2003
Education
The College of Wooster 1998 — 2002
Bachleor of Arts, Communication Studies
Invesco Ltd. January 2012 - Present
Invesco Ltd. May 2010 - Present
Van Kampen Investments May 2007 - May 2010
Morgan Stanley May 2007 - May 2010
Northern Trust March 1998 - May 2007
Kemper Mutual Funds May 1993 - March 1998
Arthur Andersen & Co. September 1984 - May 1993
Skills
Asset Management
Education
Southern Methodist University 1980 — 1984
BBA, Accounting and Finance
TTX Company August 2010 - Present
Keller Graduate School of Management November 2002 - Present
Tellabs June 2007 - June 2010
Van Kampen Investments May 2000 - March 2007
Skills
Organizational..., Performance Management, Recruiting, Organizational Design, Employee Relations, Talent Management, HRIS, Employee Benefits, Deferred Compensation, Change Management, Human Resources, Mergers, Policy, Business Development, Incentive Programs, Career Development, Benefits Administration, Performance Appraisal, Payroll, Team Building, Budgets, Analysis, Strategy, Workforce Planning, Project Management, Training, Strategic Planning, PeopleSoft, Process Improvement, Employee Training, Employee Engagement, Compensation & Benefit, Management, Onboarding, Personnel Management, Culture Change, Public Speaking, Job Evaluation, Integration, Vendor Management, Organizational..., Leadership, Program Management, Coaching, Succession Planning, Talent Acquisition
Education
Keller Graduate School of Management of DeVry University 1990 — 1991
MBA, HR
University of St. Francis 1982 — 1986
BA, Mathematics
Pro Housing October 2014 - Present
ProKids Foundation February 2014 - Present
Nerium International July 2012 - Present
Clark County School District January 2004 - July 2005
ING Funds April 2002 - April 2003
Van Kampen Investments October 2000 - April 2002
John Nuveen & Co. July 1999 - October 2000
Scudder Investments October 1997 - July 1999
Skills
Accounting, Budgets, Financial Analysis, Financial Reporting, Forecasting, Fundraising, Marketing, Mutual Funds, Nonprofits, Public Speaking, Small Business, Strategic Planning, Team Building, Training, Business Planning, Coaching, Leadership, Non-profit...
Education
Southern Illinois University, Carbondale 1993 — 1997
BS in Accounting, Accounting
Ecole Secondaire de la Suze
Invesco US June 2010 - Present
Van Kampen Investments April 2007 - May 2010
First American Title Company July 2003 - March 2007
BearingPoint, Inc. July 2002 - July 2003
Arthur Andersen LLP December 1994 - June 2002
Chicago White Sox June 1992 - October 1994
Skills
Business Development, Management Consulting, Investments, Mutual Funds, Sales Management, Strategy, Project Management, Recruiting, Sales, Management, Leadership, Finance, Investment Management, Securities, Consulting, Budgets, Financial Services, Series 63, ETFs
Education
Rice University 1989 — 1992
Bachelor of Arts (B.A.)
Advanced Resources (Robert Bosch LLC) February 2011 - January 2012
Denali Sourcing Services May 2009 - October 2009
Quebecor World Logistics 2007 - 2008
Van Kampen Investments 1997 - 2004
Skills
Microsoft Office, Microsoft Word, Outlook, PowerPoint, Teamwork, Customer Service, Microsoft Excel, Public Speaking
Education
Lewis University 2010 — 2015
Pacific Life October 2003 - Present
State Farm December 2002 - September 2003
Van Kampen Investments February 2001 - November 2002
Skills
Variable Annuities, iPad, Series 6, Series 7, Series 63, Fixed Annuities, Asset Allocation, Business Development, Coaching, Financial Services, Mutual Funds, Retirement Planning, Social Security, Indexed Annuities, Life Insurance, Microsoft PowerPoint
Education
University of Dubuque 1998 — 2000
Bachelor of Business Administration (BBA), Finance, General
North Iowa Area Community College 1996 — 1998
Liberal Arts and Sciences/Liberal Studies
BMO Global Asset Management September 2013 - Present
DuPage Habitat for Humanity December 2012 - Present
Neuberger Berman September 2007 - September 2013
Lehman Brothers September 2007 - September 2008
Morgan Stanley 1992 - 2007
Van Kampen Investments 1992 - 1998
Education
Northwestern University - Kellogg School of Management 1997 — 2000
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
BS, Finance
Rock The Boat Marketing August 2008 - Present
Claymore Securities November 2007 - August 2008
Calamos Investments October 2006 - June 2007
BAI July 2003 - October 2006
BNY Clearing November 2002 - June 2003
Van Kampen Investments April 2000 - April 2001
Scudder Investments November 1993 - April 2000
Skills
Marketing Strategy, Digital Marketing, Digital Strategy, SEO, Direct Marketing, Social Media, Content Marketing, Social Media Marketing, Editorial, Web Content, Blogging, Web Analytics, Digital Media, Marketing Communications, Asset Allocation, Integrated Marketing, Financial Services, Website Development, Marketing, SaaS, Communication Training, Vendor Management, Mutual Funds, Strategic Communications, CRM, Entrepreneurship, Analysis, Leadership, ETFs, Alternative Investments, PPC, Corporate Communications, Content Strategy, Closed-end Funds, Advertising, Engaging Content, Branded Content..., Strategic Content..., CONTENT PACKAGING, Online Content, BRANDED CONTENT, CONTENT SYNDICATION, DIGITAL TRENDS, Bond Funds, Investment Companies, Investment management..., Commentaries, Editing, Copywriting, Writing
Education
The University of Kansas
BS
Comcast March 2014 - Present
Comcast Business Class December 2012 - Present
Dirt Devils Softball 2006 - 2012
Computer Sciences Corporation October 2007 - August 2010
Morgan Stanley 1999 - 2007
Morgan Stanley Investment Management 1999 - 2007
Van Kampen Investments 1999 - 2007
Van Kampen American Capital 1999 - 2007
Skills
Telecommunications, Change Management, Vendor Management, Troubleshooting, Administration, Project Management, Leadership, Active Directory, Integration, Visio, System Administration, IT Management, IT Service Management, Coaching, Program Management, Business Intelligence, Management, Networking, Process Improvement, Team Leadership, Data Center, Business Analysis, Software Documentation, IT Strategy, Disaster Recovery, IT Operations
Education
University of St. Francis 1987 — 1988
Joliet Junior College
Associate's degree, Business Administration and Management, General
AMR CONSULTING SERVICES January 2006 - Present
Lincoln Financial Distributors February 2012 - Present
Van Kampen Investments September 1999 - November 2011
Van Kampen Funds January 1999 - November 2011
PaineWebber (UBS Financial) September 1997 - September 1999
Foote, Cone and Belding May 1997 - September 1997
Skills
Public Speaking, Sales, Marketing, Unit Investment Trusts, Mutual Funds, Indexed Annuities, Variable Annuities, Series 63, Series 7, Fixed Annuities, Asset Allocation, Alternative Investments, Customer Service
Education
Smith College 1993 — 1997
Bachelor of Arts (B.A.), Psychology
LAKE FOREST ACADEMY 1990 — 1993
Invesco US January 2013 - Present
Invesco Ltd. December 2007 - December 2012
Van Kampen January 1997 - June 2010
KAMPEN INVESTMENTS January 2007 - January 2007
Van Kampen Investments January 2004 - January 2007
Van Kampen Investments January 1999 - January 2004
INVESCO VAN KAMPEN INVESTMENTS January 1999 - January 2004
Van Kampen Invesmtents January 1998 - January 1999
Van Kampen January 1998 - January 1999
Van Kampen January 1997 - January 1998
Skills
Mutual Funds, Marketing, CRM, Investments
Education
Lewis University 2005 — 2007
Masters, Business Administration
Lewis University 2001 — 2005
Bachelor, Business Administration
Marian Catholic 1984 — 1988
Joliet Junior College
Associate, Hospitality & Restaurant Management
Lewis University
Bachelor, Business Administration
Lewis University
Masters, Business Administration
Global Asset Manager April 2014 - Present
Invesco US January 2012 - April 2014
Invesco Ltd. June 2010 - November 2012
Van Kampen Investments December 2008 - July 2010
Van Kampen Investments 2006 - 2008
Morgan Stanley Investment Management March 2004 - November 2006
People's Bank 2003 - 2004
American Skandia 2000 - 2003
Education
Louisiana State University 1988 — 1993
State Farm Insurance February 2010 - Present
State Farm Insurance June 2008 - February 2010
AIG SunAmerica September 2006 - June 2008
The Home Depot October 2003 - August 2006
Van Kampen Investments January 2003 - June 2006
Alliance Capital Management January 2001 - January 2003
Education
The Sequoia System 2008 — 2008
California State University Channel Islands 2004 — 2006
BA, History, Spanish
Kukulcan International Spanish Language School - Cuernavaca, MX 2005 — 2006
Spanish, Spanish Language
Moorpark College 1999 — 2003
AA, History
Morningstar/Ibbotson Associates February 2014 - Present
Morningstar/Ibbotson Associates April 2005 - Present
DePaul University September 2011 - Present
Lake Forest Graduate School of Management 2004 - 2012
Van Kampen Investments April 2000 - April 2005
Scudder Kemper Investments March 1987 - March 2000
Skills
Mutual Funds, Asset Allocation, Portfolio Management, Asset Management
Education
The University of Chicago Booth School of Business 1991 — 1996
MBA, Finance, Statistics
University of Illinois at Urbana-Champaign 1980 — 1984
BA, Economics
State Street January 2015 - Present
State Street December 2013 - December 2014
Henderson Global Investors May 2008 - November 2013
Rydex Investments 2005 - 2008
Curian Capital 2002 - 2005
Van Kampen Investments 1997 - 2001
Van Kampen Investments May 1995 - January 1997
Skills
Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Series 7, Series 63, Wealth Management, Separately Managed..., ETFs, Series 65, Sales Management, Investment Management, Sales, Fixed Income, Investment Strategies, Investments
Education
Taylor University
Hines Securities, Inc September 2010 - Present
Hines Real Estate Securities May 2004 - January 2009
J&W Seligman 2001 - 2004
Van Kampen Investments January 1993 - August 2001
Skills
Mutual Funds, Series 63, Fixed Annuities, Real Estate, Private Placements, Fixed Income, Series 7, Series 6, Due Diligence, Selling, Asset Management, Alternative Investments, Valuation, Wealth Management, Leadership, Insurance, Portfolio Management, Securities, Equities, Asset Allocation
Education
The Citadel 1974 — 1978
BA, Political Science
Behringer August 2014 - Present
INVESCO May 2010 - July 2013
Van Kampen Investments 1996 - 2010
Van Kampen Investments 1982 - 1996
Skills
Customer Service, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Client Development, Leadership, Competitive Analysis, Profitability..., Syndicate Management, Initiative, Mentoring, Revenue Sharing..., Board Room Presenting, Decision Making, Business Ethics, Work Ethic, P&L Budget Management, Portfolio Construction, Sales Management, Investment Product..., Portfolio Management, Business Development, P&L Management, Alternative Investments, Asset Management, Sales, Investments, Management, Mutual Funds, Series 63, Series 7
Education
Northern Illinois University - College of Business
Bachelor of Science (B.S.), Finance
Vista Hermosa June 2008 - Present
Dacko Estate 2002 - January 2013
Van Kampen Investments 1999 - 2001
Circle View Apartments 1996 - 1999
Skills
Computer-savvy, Writing, Organization, Editing, Social Media, Multitasking Skills, Problem Solving, Analytical Skills, Leases, Proofreading, Property, Creative Writing, Management, Time Management, Social Networking, Team-oriented, Filing, Multi-line Phone, Bulk Mailing
Education
University of Illinois at Chicago 1996 — 1999
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Southern Illinois University, Carbondale 1995 — 1996
First Investors Corporation April 2015 - Present
Destra Capital April 2011 - March 2015
Janus Capital Group 2005 - 2011
The Persuasion Group, LLC 2004 - 2005
Van Kampen Investments 1991 - 2004
Skills
Series 7, Alternative Investments, Series 63, Asset Allocation, Mutual Funds, Investment Strategies, Asset Managment, Wealth Management, Investment Advisory, Investments, Securities, Equities, Relationship Management, Due Diligence, New Business Development, Sales Management, Series 24, Public Speaking, Selling, Investment Management, Asset Management, ETFs, Hedge Funds, Series 65, Retirement Planning, Fixed Income, Series 6, Sales
Education
University of Miami - School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Purdue University 1978 — 1982
Bachelor of Science (BS), Finance, General
RBC Wealth Management February 2014 - Present
Morgan Stanley Wealth Management August 2004 - February 2014
Whole Earth Provision Company January 2002 - July 2004
Banc of America Investment Services, Inc. January 2000 - September 2002
Van Kampen Investments January 1999 - January 2000
Skills
Hold Series 7, Series 63, Wealth Management, Financial Services, Investments, Sales, Finance, Financial Advisory, Strategic Financial..., Customer Service, FINRA, Financial Analysis, Asset Allocation, Insurance, Mutual Funds, Securities, Uniform Combined State..., Alternative Investments, Investment Strategies, Investment Advisory, Retirement Planning, Wealth Management..., Series 65, Fixed Income, 401k Rollovers
Education
Texas Tech University 1994 — 1998
Bachelor of Business Administration, International Business
DST Systems January 2014 - Present
DST Systems January 2002 - Present
Morgan Stanley November 1999 - September 2001
Van Kampen Investments August 1991 - November 1999
Skills
FINRA Series 7,24,27, Financial Services, Portfolio Management, Back Office, Business Analysis, Mutual Funds, Securities, Asset Managment, Vendor Management, Investments, Equities, Banking, Risk Management, Finance, Requirements Gathering, Business Requirements, Insurance, Asset Management, Process Improvement
Education
Rockhurst University 1972 — 1976
Bachleor of Arts, Economics
UMKC
MBA, Finance
Oberweis Asset Management, Inc. June 2011 - Present
Persimmon Capital Management LP 2009 - 2011
Valley Forge Investment Consultants, Inc. 2008 - 2009
Van Kampen Investments 2007 - 2008
Advisorport, Inc. 1999 - 2007
Berwind Financial Group 1996 - 1999
Valley Forge Investment Consultants, Inc. 1992 - 1996
Skills
Asset Allocation, Due Diligence, Alternative Investments, Investments, Mutual Funds, Hedge Funds, Asset Management, Portfolio Management, Asset Managment, Equities
Education
Rockford University 1977 — 1980
BS, Economics
Triangle Reproductions, Inc. April 2004 - Present
DCSS December 2000 - February 2003
Covenant Technology Services, LLC July 1998 - December 2000
Van Kampen Investments March 1996 - March 1998
Amoco Natural Gas Trading Company June 1994 - March 1996
IBM July 1991 - June 1994
Skills
Customer Relations, Integration, Management Consulting, Business Strategy, Customer Service, Account Management, Strategic Planning, Document Management, Business Analysis, Program Management, Business Process..., Telecommunications, Solution Selling, Management, Vendor Management, Process Improvement, Team Leadership, Team Building, Business Development, Strategy, Operations Management, Budgets, Training, CRM, Leadership, Sales, Sales Management, Business Process, Wide Format Printing, Project Management
Education
University of Houston-Downtown 1995 — 1999
Bachelor of Business Administration, Computer Information Systems
Texas State University-San Marcos 1983 — 1986
A&M Consolidated 1979 — 1982
High School Diploma
Vi April 2015 - Present
Orbitz Worldwide October 2013 - April 2015
Orbitz Worldwide June 2008 - October 2013
Oracle August 2007 - June 2008
Laidlaw 2007 - 2008
Sweet Traditions - dba Krispy Kreme Doughnuts 2003 - 2007
Grubb & Ellis 2001 - 2003
Van Kampen Investments 1999 - 2001
Education
North Central College 1990 — 1994
BA, Organizational Communication
Fiserv Output Solutions May 2013 - Present
SCI Group March 2011 - December 2012
University of Phoenix 2008 - 2012
Gabriel Logistic Solutions, Inc. April 2009 - December 2010
Verizon Information Services February 2010 - August 2010
Self-employed April 2008 - April 2009
Morgan Stanley Investment Management December 1998 - April 2008
Van Kampen Investments/Morgan Stanley 1999 - 2008
Van Kampen Investments 1991 - 2008
Van Kampen Funds 1989 - 1999
Skills
Business Analysis, Business Process..., Project Management, Management, Integration, Software Documentation, Training, Operations Management, Telecommunications, Process Improvement, ERP, Leadership, SDLC, Requirements Analysis
Education
LeTourneau University 1998 — 2000
MBA, Executive Management
University of Houston 1985 — 1989
BS, Mathematics
Self-employed March 2012 - Present
Invesco US January 1999 - September 2004
Van Kampen Investments 1997 - 1999
Bernard Hodes Advertising/Recruitment Enhancement Services January 1996 - May 1997
Skills
Web Services, Web Project Management, Web Development, Web Content Management, Event Planning, Marketing, Marketing Strategy, Social Media, Public Relations, Web Analytics, Non-profit Volunteering, Project Planning, Technical Writing
Education
Texas A&M University 1991 — 1995
Bachelor’s Degree, Communication, Journalism, and Related Programs
Cypress Creek High School 1988 — 1991
Suite Life of Riley, LLC June 2015 - Present
Heartland Payment Systems October 2014 - May 2015
William Blair and Company April 2010 - October 2014
Van Kampen Investments March 2004 - April 2010
Franklin Templeton Investments August 2000 - March 2004
Marriott International July 1998 - August 2000
Skills
Event Management, Event Planning, Corporate Events, Meeting Planning, Hotels, Contract Negotiation, Project Management, Hospitality, Volunteer Management, Hospitality Industry, Budgets, Hospitality Management, Food, Hotel Management, Trade Shows, Catering, Marketing Communications, Marketing, Banquets, Sales, Food & Beverage, Tourism, Restaurants, Customer Service, Management, Leadership, Marketing Strategy, Resorts
Education
Michigan State University 1994 — 1998
Business, School of Hospitality Business
Franklin Square Capital Partners December 2012 - Present
Eagle Asset Management December 2010 - November 2012
SunAmerica Asset Management February 2010 - December 2010
Van Kampen Investments August 2002 - January 2009
Invesco Aim February 1997 - August 2002
Invesco Aim February 1996 - February 1997
Skills
Alternative Investments, BDCs, Investments, Mutual Funds, Asset Allocation, Asset Management, Separately Managed..., Financial Services, Financial Advisory, Business Acumen, Financial Markets, Retirement Planning, Series 7, Series 63
Education
Texas Tech University - Rawls College of Business 1990 — 1994
BBA, Finance
Stratford Senior High 1987 — 1989
Diploma, General
Perceptive Software February 2010 - Present
Perceptive Software, Inc. August 2007 - April 2010
Commerce Bank 2003 - 2007
Van Kampen Investments 1999 - 2003
Skills
Enterprise Content..., Business Analysis, Salesforce.com, SDLC, Visio, Document Management, Enterprise Software, Business Intelligence, Process Improvement, SaaS, Requirements Analysis, Product Management, Agile Methodologies, Software Implementation, Scrum, Requirements Gathering, Document Imaging, SQL, Microsoft SQL Server, Software Industry, Business Process..., Strategy, Business Process, Integration, Management, Solution Selling, Agile Project Management, Software Project...
Education
Northwest Missouri State University 1997 — 1999
MBA, Management
Northwest Missouri State University 1993 — 1997
BS, Marketing and Management
CT Corporation 2011 - Present
Wealth Planning & Management, Inc January 2009 - November 2011
Van Kampen Investments October 2007 - June 2009
Skills
Investments, Mutual Funds, CRM, Financial Services, Retirement, 401k, Account Reconciliation, Customer Service, Analysis, Sales, Business Development, Corporate Law, Finance, Insurance, Management, Training, Auditing, Accounting, Microsoft Excel
Education
Texas Tech University - Rawls College of Business 2015 — 2017
Candidate: Master of Business Administration (MBA), Finance
Rice University: Susanne M. Glasscock School 2009 — 2010
Certified Financial Planner Certification Education Program, Continuing Studies
University of Houston-Downtown 2000 — 2004
Bachelor of Science, Interdisciplinary Studies
Varonis October 2014 - Present
CommVault July 2010 - October 2014
Fidelity Investments February 2010 - June 2010
StorCOM March 2009 - January 2010
Van Kampen Investments August 2007 - July 2008
Hertz Local Edition January 2006 - May 2006
Advanced Systems and Support Plc May 2004 - August 2004
Skills
Salesforce.com, Sales, Management, Account Management, Leadership, Customer Service, New Business Development, Strategy, Sales Management, Storage, Training, Team Leadership, Negotiation, Budgeting, Microsoft Office, Funding, Scheduling, Telephone Skills, Selling, Excel, Outlook, Forecasting, Word, PowerPoint, Customer Relations, Problem Solving, Channel Partner..., Webinars, Sales Operations, Sales Process, Prospecting Skills, Prospecting New Accounts
Education
Stetson University 2005 — 2006
Masters, Business, 3.7/ 4.0 scale
Michigan State University - The Eli Broad College of Business 2002 — 2004
Bachelors, Business- Pre-Law
University of New South Wales 2003 — 2003
Study Abroad with focus in Finance and Economics, Business Administration and Management, General
PPM America December 1997 - Present
Van Kampen Investments March 1992 - December 1997
Real-Time USA November 1990 - March 1992
Skills
Fixed Income, IT Management, Project Portfolio..., Software Project..., Risk Management, Operational Risk..., Product Development, Asset Managment, Investments, Asset Allocation, Equities, Hedge Funds, Investment Management
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
University of Notre Dame 1986 — 1990
BS, Mathematics
Flat Coat Holdings 2014 - Present
Invesco Ltd. 2010 - 2014
Morgan Stanley 1996 - 2010
Van Kampen Investments 1994 - 2010
Skills
Asset Management, Investments, Equities, Alternative Investments, Fixed Income, Bloomberg, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
Master of Business Administration (M.B.A.), Accounting
Miami University 1976 — 1980
Bachelor's Degree, Finance/Ecomonics
Hydrology October 2011 - June 2013
DWS Investments July 2010 - September 2011
Van Kampen Investments July 2006 - June 2010
The Chase Manhattan Bank July 2005 - July 2006
Skills
Asset Managment, Investments
Education
Michigan State University 1999 — 2003
Bachelor of Science, Dietetics and Clinical Nutrition Services
Pimco June 2006 - Present
Van Kampen Investments 2004 - 2006
UBS 2002 - 2004
UBS Global Asset Management 1999 - 2002
Related 1984 - 1999
Skills
Mutual Funds, Asset Management, Alternative Investments, Series 63, Series 7, Asset Allocation, Series 24, series 9 & 10
Education
Santa Clara University 1978 — 1981
Bachelor's degree, Business Administration and Management, General
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
Master of Business Administration (MBA)
Crystal & Company April 2015 - Present
Deutsche Bank November 2014 - April 2015
JPMorgan May 2013 - November 2014
Morgan Stanley January 2008 - April 2013
Morgan Stanley 2005 - 2007
Van Kampen Investments 2003 - 2004
Van Kampen Investments 2002 - 2003
Virgin Records, Luaka Bop Records 1995 - 2002
Skills
Succession Planning, Onboarding, Vendor Management, Talent Management, Employee Engagement, Learning Analytics, Metric Development, E-Learning Consulting, E-learning..., Coaching, Consulting, Performance Management, Change Management, Financial Services, Leadership Development, MBTI, Finance, CRM, Training, Talent Acquisition
Education
Montclair State University
Bachelor of Arts (B.A.), Psychology, Cum Laude
Deloitte Tax LLP April 2012 - Present
FrontPoint Partners December 2006 - February 2012
Morgan Stanley July 1998 - February 2011
Van Kampen Investments July 1998 - December 2009
KPMG July 1995 - July 1998
Square D Company May 1994 - September 1994
Skills
Asset Management Tax, Mutual Funds, Hedge Funds, Private Equity
Education
Northern Illinois University 1994 — 1995
MAS, Accountancy specialization in Taxation
Northern Illinois University 1991 — 1994
BS, Accountancy
AXA Distributors June 2012 - Present
Genworth Financial September 2010 - Present
AXA Distributors April 2008 - April 2009
Sun Life Financial February 2007 - April 2008
Van Kampen Investments October 2006 - February 2007
Scudder Investments January 1999 - January 2006
Skills
Sales, Investment Advisory, Insurance, Mutual Funds, CRM, Selling, Leadership, Management, Fixed Annuities, Investments, Business Planning, Financial Services, Relationship Management, Wealth Management, Marketing, Retirement Planning
Education
Saint Mary's University of Minnesota 1995 — 1999
ba, marketing
Siligmueller & Norvid Wealth Advisors September 2008 - Present
Calamos Investments February 2000 - February 2008
Van Kampen Investments February 1992 - February 2000
Accenture August 1988 - February 1992
Skills
Personal Financial..., Investment Advisory, Risk Management, Chartered Financial..., Series 65, High Net Worth..., Investment Management, Investment Portfolio..., Wealth Management, Retirement Planning, Finance, Securities, Financial Services, Fixed Income, Separately Managed..., Equities, Strategic Financial..., Alternative Investments, Asset Allocation, Financial Planning, Investments, Portfolio Management, Asset Management, Retirement, Mutual Funds
Education
Iowa State University 1983 — 1988
BBA, Finance, Minor in Mathematics
OPRF 1980 — 1983
High School
MedAssets September 2010 - Present
Management Dynamics, Inc. February 2009 - March 2010
Van Kampen Investments June 1989 - January 2009
Morgan Stanley Investment Management June 1989 - January 2009
Van Kampen Funds 1989 - 2009
Skills
Mutual Funds, Management, Strategy, Account Management, CRM, Marketing, New Business Development
Education
The Master's College 1987 — 1989
Liberal Arts, English
University of Kentucky 1984 — 1987
Economics
York 1980 — 1984
JuicePlus+ September 2015 - Present
Body Envy June 2012 - Present
National Personal Training Institute October 2012 - November 2013
Arbonne International September 2011 - October 2013
Van Kampen Investments February 2006 - June 2010
ING August 2003 - December 2005
ING July 2001 - August 2003
Diamond State Financial Group June 2000 - June 2001
Hilton at Christiana 1998 - 2000
Skills
Investments, Marketing, Sales, Insurance, Public Speaking, Fitness, Nutrition, Financial Services, Leadership, Customer Service, Business Development, Business Strategy, Small Business, Training, Sales Operations
Education
National Personal Training Institute 2012 — 2012
Personal Training
University of Delaware 1999 — 2000
MBA, Finance
University of Delaware 1995 — 1999
B.S., Hotel, Restaurant and Institutional Management
Nuveen Investments April 1998 - July 2014
Van Kampen Investments 1992 - 1998
Nuveen Investments 1991 - 1992
Skills
Mergers & Acquisitions, Corporate Strategy..., Valuation, Negotiation, Due Diligence, Financial Modeling, Financial Analysis, Equities, Asset Management, Private Equity, Investments, Alternative Investments, Capital Markets, Seed Capital, Hedge Funds, Investment Strategies, Portfolio Management, Investment Management, Strategy, Fixed Income, Finance
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Management, Finance, Marketing, International Business
University of Illinois at Urbana-Champaign - College of Business 1988 — 1991
Bachelor of Science (BS), Finance, General
Invesco Ltd. January 2012 - Present
Invesco Ltd. June 2010 - December 2011
Van Kampen Investments March 2005 - May 2010
Van Kampen Investments January 2004 - March 2005
ABN AMRO 2003 - 2004
Education
The University of Chicago - Booth School of Business 2004 — 2008
MBA, Strategic Management, Managerial & Organizational Behavior, Accounting
University of Nebraska-Lincoln 1999 — 2003
BSBA, Finance
Mesirow Financial March 2005 - Present
Van Kampen Funds 1984 - 2000
Xerox Life 1984 - 2000
Van Kampen Investments 1983 - 2000
Skills
Fixed Income, Series 7, Portfolio Management, Asset Management, Investments, Bonds, Mutual Funds, Alternative Investments, Trading, Series 63, Securities, Valuation, Capital Markets, Asset Managment, Hedge Funds, Asset Allocation, Investment Management, Bloomberg, Wealth Management, Equities, Investment Advisory, Options, ETFs, Financial Advisory, Derivatives, Private Equity, Investment Strategies, Equity Research, High Yield, FINRA, Structured Products, Series 24
Education
The University of Chicago - Booth School of Business 1977 — 1979
MBA, Finance and Statistics
Purdue University 1973 — 1977
BSIM, Economics
BearingPoint February 2006 - Present
Washington Mutual 1999 - 2002
Jones Lang LaSalle 1997 - 1999
Van Kampen Investments 1991 - 1998
Education
Northwestern University - Kellogg School of Management
State Farm October 2012 - Present
State Farm Insurance January 2010 - November 2012
Phoenix Wealth Management January 2006 - September 2009
The Phoenix Companies January 2006 - September 2009
Allstate Financial January 2003 - January 2006
Van Kampen Investments June 1997 - September 2002
Skills
Mutual Funds, Fixed Annuities, Salesforce.com, Customer Service, Series 63, Permanent Placement, Life Insurance, CRM, Financial Services, Insurance, Leadership, Long-term Care, Management, Retirement, Retirement Planning, Sales, Selling, Series 6, Term Life Insurance
Education
Iowa State University - College of Business 1991 — 1996
4 year, Marketing
Rock Valley College 1989 — 1991
Associate, Accounting
Self Employed - Emmaus Counseling Ctr 1999 - Present
Bethany Christian Services June 1998 - October 1999
Van Kampen Investments 1989 - 1993
Education
Wheaton College 1993 — 1995
MA, Clinical Psychology
Miami University 1984 — 1988
BS, Business Adminstration - Finance
Catalyst Funds 2014 - Present
AXA Advisors, LLC 2010 - 2012
American Funds Distributors, Inc 2005 - 2009
Allstate 2004 - 2005
The Hartford 2002 - 2004
Wachovia Securities 1999 - 2002
Van Kampen Investments 1997 - 1999
DWS Investments 1994 - 1997
Skills
Series 7, Series 63, Series 65, Mutual Funds, Insurance, Competitive Analysis, Public Speaking, Consultative Selling, Wholesaling, Annuities, Fixed Annuities, Management, Financial Advisory, Wholesale, Leadership, CRM, Investment Strategies, Finance, Business Development, Relationship Management, Marketing, Retirement Planning, Sales, Asset Allocation
Education
The College of William and Mary - The Mason School of Business
MBA
University of Dayton
BA, Communications
Dell, Inc. March 2006 - Present
DEVON ENERGY CORPORATION January 2005 - October 2005
Devon Energy August 2003 - January 2005
Devon Energy October 1999 - July 2003
Devon Energy/Ocean Energy October 1998 - September 1999
Van Kampen Investments January 1996 - October 1998
Education
Sam Houston State University 1984 — 1989
Marketing
Salient Partners February 2012 - Present
Morgan Stanley Investment Management 2001 - 2010
Van Kampen Investments 2001 - 2010
Skills
Separately Managed..., Series 7, Alternative Investments, Sales Management, Mutual Funds, Investment Management, Investments, Investment Strategies, Investment Advisory, Asset Allocation, Morningstar, Hedge Funds, Series 65, Series 63, Series 24, Asset Management, Securities, ETFs, Wealth Management, FINRA, Equities, Series 6
Education
St. Lawrence University 1983 — 1987
BA, ECONOMICS
McDonald's Corporation February 2015 - Present
McDonald's Corporation May 2014 - January 2015
Agrium January 2014 - May 2014
McDonald's Corporation November 2007 - January 2014
Lockheed Martin March 2002 - October 2007
Corporate Executive Board January 2001 - February 2002
Van Kampen Investments January 2000 - December 2000
Skills
Financial Analysis, Hyperion Enterprise, Variance Analysis, Earned Value Management, Financial Modeling, Essbase, Financial Reporting, Forecasting, Cost Accounting, Cost Benefit, Government Contracting, IRR, NPV, Investment Strategies, Investment Properties, Banking, Business Strategy, Business Analysis, Franchising, Cash Flow, Strategic Financial..., Financial Planning, Team Building
Education
University of Denver - Daniels College of Business 2005 — 2007
Master of Business Administration (M.B.A.), Real Estate Finance
Texas Christian University - M.J. Neeley School of Business 1994 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance
Nuveen Investments June 2008 - Present
Van Kampen Investments August 2003 - June 2008
Chubb February 2001 - August 2003
A.G. Edwards March 1999 - February 2001
Skills
Series 7, Bonds, Fixed Income, Mutual Funds, Asset Allocation, Bloomberg, Securities, Asset Management, Investments, Investment Management, ETFs, Alternative Investments, Financial Services, Portfolio Management, Financial Analysis
Education
Quinlan School of Business, Loyola University Chicago 2004 — 2006
MBA, Finance
Loyola University of Chicago 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance
Nerinx Hall High School 1992 — 1995
SwanDog Strategic Marketing, LLC February 2006 - Present
Managed Portfolio Series April 2011 - Present
ALPs Variable Investment Trust December 2006 - Present
Calamos Investments April 2004 - March 2006
Morgan Stanley Investment Management 2000 - 2004
Morgan Stanley 2000 - 2004
Morgan Stanley Asset Management 2000 - 2004
Van Kampen Investments 2000 - 2003
Kemper Funds 1996 - 2000
Scudder Kemper Investments 1996 - 2000
Skills
Marketing, Mutual Funds, Marketing Management, Series 7, Investments, Alternative Investments, Asset Managment, Wealth Management, Investor Relations, Series 63, Management, Marketing Strategy, Finance, Asset Management, Asset Allocation, Financial Services, B2B Marketing, Financial Advisory, Hedge Funds, Investment Management, Private Equity, Portfolio Management
Education
Northwestern University 1986 — 1991
MBA, Marketing, Organization Behavior
Southern Illinois University, Carbondale 1976 — 1979
Bachelors of Science, Journalism
Morgan Stanley January 2011 - Present
Morgan Stanley November 1996 - Present
Van Kampen Investments 2000 - 2005
Hunneman / Coldwell Banker 1988 - 1996
Skills
Management, Training, Vendor Management, IT Management
Education
Rivier College 1985 — 1988
BS, Accounting/Computer Science
Duke Energy Corporation April 2012 - Present
Duke Energy Corporation February 2002 - May 2012
Luminant Worldwide July 2000 - January 2002
Andrews Kurth LLP December 1997 - July 2000
Neel & Livingston LLP February 1995 - December 1997
Van Kampen Investments November 1992 - February 1995
Skills
Litigation Support, Mergers & Acquisitions, Corporate Law, Corporate Governance, Strategy, Intellectual Property, Financial Reporting, International Business, Due Diligence, Mergers, Legal Research, Contract Management, Litigation, Energy, International Law, Legal Writing, SEC filings, FCPA, Legal Assistance, Energy Industry, Energy Markets, Strategic Planning, Notary Public
Education
Texas A&M University 1988 — 1992
Bachelor of Arts, History
Jesse H. Jones High School 1984 — 1988
Southwestern Paralegal Institute
Paralegal Certificate
Morgan Stanley May 1997 - Present
Van Kampen Investments 1997 - 2009
Skills
Hedge Funds, Alternative Investments, Equities, Asset Management, Fixed Income, Mutual Funds, Private Equity, Tax, Financial Services, Investments, Securities
Education
Northern Illinois University 1992 — 1996
BS/MST, Accountancy/Tax
Marist High School 1988 — 1992
Invesco US May 2012 - Present
Invesco Ltd. June 2010 - Present
Van Kampen Investments November 2007 - Present
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2010
MBA, Finance
Miami University 2003 — 2007
Nationwide Financial 2015 - Present
Canard Capital Partners 2014 - 2015
BBVA Compass Investment Solutions 2011 - 2013
Transamerica 2008 - 2011
Van Kampen Investments 2005 - 2008
Federated Investors 2003 - 2005
AIM Investments 1995 - 2002
Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Relationship Management, Key Account Management, Insurance, Asset Allocation, Series 6, Securities, Wealth Management, Series 65, Series 24, 401k, Investment Advisory, FINRA
Education
The University of Texas at Austin 2013 — 2014
Financial Planning Certificate Program
Texas A&M University 1989 — 1994
Bachelor of Science
Keweenaw Chamber of Commerce January 2011 - Present
Houghton Community Broadcasting Corp. WOLV-FM WHKB-FM WCCY-AM May 2010 - February 2012
Barnes & Noble July 2007 - January 2012
Michigan Technological University August 2003 - May 2010
Bond Beebe January 1998 - April 2002
Michigan Technological University November 1995 - June 1996
Van Kampen Investments May 1993 - August 1995
U.S. House of Representatives June 1990 - June 1992
Congressman Robert W. Davis June 1990 - June 1990
Skills
Marketing Communications, Technical Writing, Contract Writing, Public Relations, Grant Writing, Graphic Design, Teaching, English, Spanish, Public Speaking, Event Planning, Social Media, Advertising Sales, Financial Analysis, Retail Management, Merchandising, Database Administration, Account Management, Press Releases, Editing, Newsletters, Marketing, Fundraising, Media Relations, Event Management, Advertising, Nonprofits, Community Outreach, Research, Proposal Writing, PowerPoint, Management, Customer Service
Education
Michigan Technological University 2004 — 2010
Master's of Science, Rhetoric & Technical Communication
Michigan State University 1986 — 1990
Bachelor of Arts, International Relations, James Madison College
Houghton High School 1980 — 1984
Diploma, College Preparatory
Deutsche Asset Management September 2007 - Present
Northern Trust April 2000 - August 2007
Van Kampen Investments September 1987 - April 2000
Skills
Marketing, Budgets, Asset Management, Mutual Funds, Strategic Planning, Relationship Management, Marketing Strategy, Marketing Communications, Vendor Management, Business Development, Direct Marketing, Hedge Funds, Management, Alternative Investments, Change Management, Account Management, New Business Development, Salesforce.com, Process Improvement, Online Marketing
Education
Southern Illinois University, Carbondale 1983 — 1987
BA, Political Science
PepsiCo June 2006 - August 2006
PepsiCo January 2006 - August 2006
Charles Schwab September 2000 - December 2002
Van Kampen Investments May 1999 - June 2000
General Mills August 1996 - December 1998
Education
The University of Chicago Booth School of Business 1994 — 1996
mba, marketing & finance
University of Wisconsin-Madison 1985 — 1990
Calamos Investments 2004 - Present
Arbor Research and Trading 2001 - 2004
Van Kampen Investments 1998 - 2001
Skills
Series 7, Fixed Income, Bloomberg, Asset Management, High Yield, Series 63, Fixed Income Trading, Trading, Series 3, Leveraged Finance, Bonds
Education
St. Joseph's College (IN) 1994 — 1998
Bachelor of Science
Cy Fair Independent School District August 2008 - Present
Van Kampen Investments 1986 - 2008
Van Kampen Investments January 1992 - January 1997
Education
Sam Houston State University 1982 — 1986
Bachelors Degree, Business Administration
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management January 2008 - June 2010
Morgan Stanley Investment Management December 2003 - January 2008
Van Kampen Investments March 1998 - December 2003
Skills
Editorial, Marketing Strategy, Marketing Communications, Digital Marketing, Product Marketing
Education
Lake Forest College
BA, Mathematics and English
University of Illinois at Chicago
MBA, Marketing and Information Systems
Invesco PowerShares June 2009 - Present
Russell Investments January 2004 - May 2009
Van Kampen Investments 1997 - 2001
Glickenhaus & Co. Inc. 1991 - 1997
Merrill Lynch 1985 - 1986
Merrill Lynch 1985 - 1986
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Asset Managment, Portfolio Management, Alternative Investments, Investment Strategies, Equities, Securities, Wealth Management, Investment Advisory, Separately Managed..., Series 65, Asset Management, Investment Management, Series 24, Retirement Planning
Education
Monmouth University 2004 — 2012
Masters, Education
Union College 1981 — 1985
BA, Economics
St. Agnes Cathedral High School 1977 — 1981
St. Agnes Cathedral School 1969 — 1977
BMO Capital Markets May 2008 - Present
Griffin, Kubik, Stephens & Thompson June 1992 - April 2008
Van Kampen Investments February 1985 - June 1992
Van Kampen Funds 1985 - 1992
Education
Northern Illinois University
M.S.
Northern Illinois University
B.S., Social Science Education
Harris Bank February 2012 - Present
Optimum Investment Advisors November 2010 - February 2012
The Private Bank And Trust Company October 2007 - November 2010
Feldman Securities June 2006 - October 2007
Van Kampen Investments May 2004 - June 2006
Education
Loyola University of Chicago 2005 — 2007
MBA, Finance and Accounting
University of Northern Iowa 1997 — 2001
BA, Finance
Sac City
Invesco Ltd. June 2012 - Present
PowerShares 2011 - June 2012
Invesco June 2010 - June 2012
Van Kampen Investments July 2007 - June 2010
Van Kampen Investments April 2001 - March 2003
Van Kampen Investments January 1999 - March 2001
Skills
Series 7, Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, Sales, Series 63, Morningstar, FINRA, Series 24, Series 65, ETFs
Education
Saint Mary's University of Minnesota 1991 — 1995
Schroders September 2010 - Present
Van Kampen Investments 2004 - 2010
Uptown Bucks January 2003 - May 2004
Skills
Series 7, Asset Allocation, Mutual Funds, Asset Management, Investments, Alternative Investments, Investment Strategies, Series 63, Hedge Funds, Separately Managed..., Securities
Education
Miami University 2000 — 2003
BS - Marketing, Marketing
Downers Grove North High School
AIG January 2000 - Present
AIG American General January 2000 - Present
AIG Technologies January 2000 - Present
Van Kampen Investments April 1990 - January 2000
Skills
Citrix, Disaster Recovery, VMware, VMware ESX, Virtualization, Servers, Data Center, ITIL, Active Directory, System Administration, Enterprise Architecture, Citrix Metaframe, HP, Troubleshooting, Windows Server, IT Management, SCCM, Business Continuity
Education
Texas A&M University 1986 — 1990
Strake Jesuit College Prep 1983 — 1986
Invesco US September 1995 - Present
Invesco June 2010 - 2013
Van Kampen Investments September 2008 - June 2010
Van Kampen Investments January 2006 - September 2008
Skills
Mutual Funds, Portfolio Management, Investments, Asset Allocation, Securities, Business Process..., Banking, Financial Risk, Program Management, Mergers & Acquisitions, Management, Equities, Fixed Income, Asset Management, Risk Management, Process Improvement, Series 63, Alternative Investments, Project Management, Financial Analysis
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
LeTourneau University 1999 — 2001
Bachelor's, Business Administration
Invesco Ltd. September 2011 - Present
Amegy Bank, N.A. June 2010 - September 2011
Legacy Asset Management August 2009 - August 2010
Van Kampen Investments July 1995 - December 2007
Invesco Aim June 1992 - June 1995
Invesco Aim July 1987 - June 1992
Education
Texas A&M University
B.B.A., Finance
Van Kampen Investments - Morgan Stanley January 2000 - Present
Van Kampen Investments 2000 - Present
Museum of Science and Industry Chicago August 1990 - January 2000
Portland General Electric Co. 1966 - 1990
Education
Portland State University
Business Admin., School of Management
J.P. Morgan August 2013 - Present
Mesirow Financial April 2013 - August 2013
Mesirow Financial November 2011 - April 2013
Incapital August 2010 - November 2011
Van Kampen Investments August 2008 - August 2010
Education
Miami University
BS
Eby-Brown Company, LLC May 2014 - Present
RR Donnelley April 2010 - May 2014
Van Kampen Investments October 2009 - April 2010
Tegrant Corporation June 2009 - September 2009
DaimlerChrysler Financial Services June 2005 - August 2008
DaimlerChrysler Financial Services November 2004 - June 2005
DaimlerChrysler Financial Services October 2003 - November 2004
DaimlerChrysler Financial Services February 2003 - October 2003
DaimlerChrysler Financial Services January 2001 - February 2003
Skills
Finance, Microsoft Excel, Portfolio Management, Financial Analysis, Risk Management, Credit, Real Estate Lending, Access, Analysis, Credit Risk, Banking, Forecasting, Loans, Leadership, Financial Modeling, Strategic Financial..., Accounting, Insurance, Strategy, Management, Accounts Receivable
Education
Northern Illinois University 1995 — 2000
Bachelor of Science, Finance
Navistar Inc March 2013 - Present
Navistar Inc September 2010 - February 2013
Navistar, Inc. June 2002 - August 2010
Van Kampen Investments July 2000 - June 2002
American National Can Group, Inc. August 1993 - July 2000
Lewis University January 1999 - December 1999
Skills
Human Resources, Executive Pay, Deferred Compensation, Incentive Programs, HRIS, HR Policies, Personnel Management, Compensation & Benefit, Employee Benefits, Job Evaluation
Education
Lewis University 1994 — 1997
MBA
Northern Illinois University 1989 — 1993
BS, Management
TIAA-CREF April 2014 - Present
TIAA-CREF April 2005 - April 2014
Morgan Stanley 2001 - 2004
Van Kampen Investments 1998 - 2001
CIBC World Markets 1995 - 1998
SmithBucklin 1994 - 1995
SmithBucklin 1990 - 1994
Education
Loyola University Chicago
BA
Satori Investment Partners February 2014 - October 2014
UBS O'Connor August 2011 - January 2013
Nuveen Investments September 2006 - August 2011
Waterstone Capital Partners LLC April 2005 - July 2006
Van Kampen Investments June 2000 - September 2003
Skills
Portfolio Management, Equities, Equity Research, Hedge Funds, Alternative Investments, Asset Managment, Investments, Asset Allocation, Valuation, Financial Modeling, Finance, Asset Management, Mutual Funds, Trading, Fixed Income, Series 7, Securities, Bonds, Bloomberg, Equity Valuation, Options, Investment Strategies, Capital Markets
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1997
MBA, Finance
Texas Tech University 1988 — 1992
BBA, Finance, General
DST Retirement Solutions June 2015 - Present
Booz Allen Hamilton July 2014 - June 2015
DST Technologies January 2013 - July 2014
DST Systems October 2006 - January 2013
DST Systems 2004 - 2006
DWS Investments 2002 - 2004
Van Kampen Investments 1996 - 2002
Scudder Investments 1988 - 2002
DST Systems 1985 - 1988
Skills
Fileaid, JCL, CICS, DB2, TSO, Mainframe, SPUFI, SQL, Balsamiq, Microsoft Project, Microsoft Office, Open Workbench, Clarity, Document Lifecycle..., Project Management, Microsoft Visio, Metastorm ProVision, AWD, Atlassian JIRA, Agile Methodologies, Agile Project Management, Agile Testing, Software Project..., Visio, Testing, Wireframes, User Acceptance Testing, SharePoint, Software Documentation, Business Analysis, Analysis, MS Project, Requirements Gathering, Systems Analysis, Disaster Recovery, Lotus Notes, Business Requirements, Metastorm, Requirements Analysis, Business Process, Database Design, IBM Mainframe, Technical Support, Databases, Workflow, Process Improvement, SDLC, Software Development
Education
Park University 2012 — 2017
Bachelors of Science, Business Administration and Management, General, 3.5
Maple Woods Community College
Associate of Arts (AA), General Studies
Invesco Unit Trusts June 2010 - Present
Van Kampen Investments 1984 - June 2010
Merrill Lynch 1981 - 1984
Skills
Marketing, Product Management, Product Development, Mutual Funds, Series 7, Asset Allocation, Investment Strategies, Asset Managment, Wealth Management, Investments, Portfolio Management, Equities, Private Equity, Retirement Planning, Separately Managed..., Alternative Investments, Strategic Financial..., ETFs, Hedge Funds, Series 63, Series 24, Bonds, Unit Investment Trusts, Investment Management, Fixed Income, Asset Management, Series 6, Wealth Management...
Education
Northern Illinois University 1971 — 1978
BS, MS, Marketing Undergrad, Secondary Education MS
KPMG US September 2014 - Present
Morgan Stanley January 2009 - May 2014
Van Kampen Funds January 2001 - December 2008
Van Kampen Investments February 1995 - December 2000
KPMG Peat Marwick January 1981 - January 1995
Skills
Tax, Mutual Funds, Private Equity, Risk Management, Due Diligence, Asset Management, Financial Analysis, Management, Alternative Investments, Equities, Fixed Income, Hedge Funds, Investments, Securities, Finance
Education
Southern Illinois University, Carbondale 1978 — 1981
Bachelor's Degree, Accounting and Finance
Symetra October 2013 - November 2014
Allstate Financial August 2008 - December 2011
Morgan Stanley Investment Management February 1999 - July 2008
Van Kampen Investments February 1999 - July 2008
University of Mississippi Medical Center November 1997 - January 1999
Skills
Manage Client..., Microsoft Office, Cross-functional Team..., Mutual Funds, Relationship Management, Customer Relations, Customer Service, Cross-functional..., Team Leadership, Project Coordination, Project Management, Compliance, Contract Negotiation, Competitive Analysis, Cross-training, Cost Savings Strategies, Communication Skills, Team Problem Solving, Issue Resolution, Contract Management, Employee Recognition, Series 6, Series 63, quick study, Bonds, Market Research, Asset Management, CRM, ETFs, Financial Services, Separately Managed..., Asset Allocation, Marketing, Fixed Annuities, Investments, Management, Communication
Education
Mississippi University for Women 1987 — 1991
B.S., Journalism and Art
Sun America Funds April 2010 - Present
Advisors Asset Management, Inc. February 2009 - April 2010
Van Kampen Investments July 2006 - January 2009
Van Kampen Investments January 2001 - June 2006
Zurich Advisors, LLC 1998 - 2000
Skills
Mutual Funds, Asset Management, Asset Allocation, Business Development, Finance, Financial Analysis, Investment Advisory, Public Speaking, Sales, Sales Management, Series 6, Series 63, Series 7, Time Management, Retirement Planning, Uniform Combined State...
Education
Southern Illinois University, Carbondale 1995 — 1998
BS, Exercise Physiology
University of Wisconsin-Whitewater 1992 — 1994
Business
Nuveen Investments February 2015 - Present
F Squared Capital December 2013 - January 2015
Nuveen Investments March 2010 - November 2013
Evergreen Investments/Wells Fargo Advantage Funds 2007 - 2010
Van Kampen Investments 2003 - 2007
AIM Investments/Invesco 1994 - 2003
Skills
Series 7, Mutual Funds, Series 63, Series 24, Series 65, Separately Managed..., Series 6, ETFs, Investments, Asset Management, Asset Allocation, Retirement Planning, Investment Advisory, Wealth Management, Alternative Investments, Investment Strategies, FINRA, Securities
Education
Texas Tech University 1993 — 1994
MBA, Finance
Texas State University 1988 — 1992
BBA, Finance
CrossBay Capital Partners December 2014 - Present
SkyView Investment Advisors - Liquid Alternatives September 2012 - November 2014
Columbia Asset Management May 2010 - August 2012
Ameriprise/RiverSource Asset Management December 2008 - May 2010
J&W Seligman September 1994 - December 2008
Van Kampen Investments 1987 - 1994
Skills
Alternative Investments, Mutual Funds, Series 7, Separately Managed..., Hedge Funds, Asset Allocation, Asset Managment, Series 63, ETFs, Fixed Income, Wealth Management, Equities, Investment Management, Series 65, Venture Capital, Private Equity, Securities, FINRA, Asset Management, Relationship Management, Investments, Investment Strategies, Portfolio Management, Financial Modeling, Investment Advisory
Education
Roanoke College 1977 — 1981
BBA, Finance/Marketing
VALIC June 2012 - Present
Invesco Aim September 1995 - May 2012
Van Kampen Investments 1995 - 2010
Skills
Team Building, Coaching, Accounting, Direct Marketing, Leadership
Education
Northern Illinois University 1990 — 1995
Bachelor of Science (B.S.), Marketing
Northern Illinois UniversityB 1990 — 1995
Bachelor of Arts (B.A.), Spanish Translation
Van Kampen Investments February 2005 - May 2009
Citigroup Asset Management December 2002 - January 2005
Merrill Lynch Investment Managers May 2001 - December 2002
Salomon Brothers September 1996 - April 2001
United States Navy October 1986 - March 2001
Merrill Lynch July 1995 - August 1996
Garvin Guybutler Corporation, New York, NY June 1994 - October 1994
Skills
Series 7, Mutual Funds, Asset Allocation, Securities
Education
Troy University 1992 — 1994
MS, Management
Saint John's University 1984 — 1986
BS, Mathematical Physics
State University of New York Maritime College 1982 — 1983
Nuclear Engineering
Northern Trust August 2011 - Present
Grant Investment Management January 2005 - April 2011
Van Kampen Investments April 1999 - November 2004
Morgan Stanley 1995 - 1999
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Finance and Accounting
University of Dayton 1990 — 1994
BA, Economics
Fenwick High School 1986 — 1990
CFA Institute
CFA
Goldman Sachs September 2009 - Present
Van Kampen Investments September 2007 - February 2009
Education
Ohio University 2001 — 2005
Sports Management, Business
Goldman Sachs April 2010 - Present
Goldman Sachs August 2008 - April 2010
Van Kampen Investments January 2007 - August 2008
Education
Northwestern University - Kellogg School of Management 2011 — 2014
MBA, Finance, Management & Strategy, and Marketing
Miami University 2002 — 2006
BS in Finance, Minor in Economics
Invesco Ltd. June 2010 - Present
Van Kampen Investments July 2005 - December 2010
JP Morgan (fka Bank One/First Chicago) July 1995 - July 2005
Lakeshore Athletic Club September 1991 - July 1995
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
University of Nottingham 1988 — 1991
BS, Math and Economics
Morgan Stanley Investment Management 2002 - Present
Van Kampen Investments 1993 - 2002
Education
Miami University 1989 — 1993
Bachelor of Science, Business Finance
Conroe Independent School District 2014 - Present
Van Kampen Investments 1999 - 2002
Skills
Call Center, Vendor Management, Process Improvement, Business Analysis, Project Management, Customer Service, Series 63, Analysis, Mutual Funds, Microsoft Excel, Budgets, Series 7
Education
Rutgers University
Bachelor of Arts (B.A.)
The University of Texas at San Antonio
Counterpoint Mutual Funds, LLC February 2015 - Present
Sierra Investment Management May 2011 - January 2015
Invesco Ltd. June 2010 - April 2011
Van Kampen Investments April 2004 - June 2010
AllianceBernstein June 1999 - April 2004
OppenheimerFunds April 1997 - June 1999
Exchange Network Services Inc. August 1994 - March 1999
Merrill Lynch June 1996 - April 1997
Nicholas Applegate February 1995 - May 1996
Stephens Inc. April 1993 - February 1995
Skills
Mutual Funds, Series 7, Series 63, Series 6, ETFs, Alternative Investments, Asset Allocation, 401k, Series 65, Investment Advisory, Series 24, Wealth Management, Retirement Planning, Fixed Annuities, Investment Strategies, Securities, Retirement, Investments, Uniform Combined State..., Asset Managment, Equities, IRAs, Financial Services, FINRA, Asset Management
Education
John Carroll University
BS, Psychology
Morningstar April 2011 - January 2014
Morningstar March 2009 - April 2011
Morningstar January 2005 - February 2009
Morningstar August 2002 - January 2005
Van Kampen Investments July 2001 - August 2002
Van Kampen Investments May 1998 - July 2001
Morgan Stanley Smith Barney June 1996 - May 1998
Morningstar June 1993 - May 1996
Skills
Mutual Funds, Hedge Funds, Asset Management, Equities, Securities, Financial Services, Asset Managment, Marketing Communications, Investments, Portfolio Management, Alternative Investments, Investment Strategies, Investment Management, Investment Advisory, Series 7, Asset Allocation
Education
Kenyon College 1989 — 1993
BA, English
Portage District Library April 2015 - Present
Panera Bread May 2004 - February 2014
John Rollins Books September 1996 - February 2004
Parkstone Investments April 1995 - September 1996
Van Kampen Investments September 1982 - December 1994
Skills
Customer Service, Inventory Management, Hiring, Microsoft Office, Restaurant Management
Education
Judson University 1979 — 1982
Bachelor of Arts (BA), Business Administration and Management, General
Genworth Financial December 2003 - Present
Guardian Life September 2001 - November 2003
ING Funds December 2000 - August 2001
ING Funds September 1999 - November 2000
Van Kampen Investments August 1998 - August 1999
Skills
Long-term Care, Term Life Insurance, Long Term Care Insurance, Sales, Insurance, Underwriting, Mutual Funds, Universal Life, Life Insurance, Disability Insurance, Series 6, Health Insurance, Fixed Annuities, Series 63, Retirement Planning
Education
Texas State University 1993 — 2008
Bachelor's Degree
Invesco June 2010 - Present
Van Kampen Investments September 1994 - June 2010
Van Kampen Trust Company January 1996 - August 1999
Skills
Retirement Planning, Retirement, Mutual Funds, Employee Benefits, Series 63, Series 7, Pensions
Education
Texas A&M University 1984 — 1988
BBA, Accounting, with a minor in Marketing
Aon Hewitt April 2008 - Present
Lincoln Financial Group April 2003 - March 2008
Aon Hewitt September 1996 - March 2003
Van Kampen Investments November 1994 - April 1996
Skills
401k, Benefits Administration, Customer Service, Defined Benefit, Employee Benefits, Management, Microsoft Excel, Pensions, Performance Management, Process Improvement, Vendor Management, Project Management, Retirement, Outsourcing
Education
Southern Illinois University, Carbondale 1990 — 1994
B.S., Marketing
Deutsche Bank June 2004 - Present
Morgan Stanley August 2001 - May 2004
Van Kampen Investments February 1999 - July 2001
New York Life Insurance Company January 1994 - January 1999
THE DREYFUS CORPORATION March 1991 - December 1993
Willkie Farr & Gallagher LLP January 1989 - February 1991
U.S. Securities and Exchange Commission January 1986 - December 1988
Illinois Department of Financial and Professional Regulation September 1984 - December 1985
Skills
Legal Expert in the..., Securities Regulation, Investment Company Act, Mutual Funds, Asset Management, Wealth Management, Corporate Law, Leadership, Management, Investments, Alternative Investments, Due Diligence, SEC, Investment Advisers Act, Capital Markets, Mergers & Acquisitions, Private Equity, Securities, Corporate Governance, Hedge Funds, Investment Management, Legal Assistance, Risk Management
Education
Saint Louis University 1978 — 1983
JD/MBA, Law and Business
Wabash College 1974 — 1978
Bachelor's degree, Religion/Religious Studies
Global Locator Systems of Texas August 2015 - Present
Wells Fargo November 2014 - July 2015
BNY Mellon November 2012 - October 2014
Invesco Aim June 2010 - October 2011
Van Kampen Investments October 1996 - May 2010
Skills
Mutual Funds, Investments, Call Centers, Financial Services, Securities, Risk Management, Business Analysis, Asset Management, Teamwork, Team Building, FINRA Series 6, Customer Service, Process Improvement, Negotiation, Call Center, Financial Analysis, Series 6, Corporate Actions, Customer Focus, Vendor Relations, Supervisory Skills, Customer Relations, Excel, Word, Problem Solving, Microsoft Office, Coaching, Outlook, Mentoring, Operations Management, Time Management, Self-directed, Project Planning, Client Services, Customer Satisfaction, Analysis, Team Leadership, Forecasting, Team Management, Corporate Trust, cash flow, Self-starter, Series 26, Closed-end Funds, Project Management, GPS Tracking, Geographic Information...
Education
Cy-Fair College 2004 — 2006
Anaylst Certificate, Geographic Information Systems
Stephen F. Austin State University 1993 — 1996
B.S., Geography
CNL December 2006 - Present
CNL November 1997 - 2006
Van Kampen Investments June 1996 - November 1997
Skills
Certified Financial..., Real Estate, Prison Ministry, Alternative Investments, Chartered Financial..., Fusion
Education
Rollins College - Crummer Graduate School of Business
Master of Business Administration (MBA)
Wheaton College
Bachelor's degree, Psychology and Biblical Studies
Franklin Square Capital Partners May 2011 - September 2015
Kiski Group LLC October 2010 - May 2011
Hines September 2008 - September 2010
Van Kampen Investments October 1999 - September 2008
Lord Abbett October 1996 - September 1999
AIM Management 1994 - 1996
Skills
Alternative Investments, Investment Management, Investments, Mutual Funds, Series 7, Series 63, Risk Management, Wealth Management, Securities, Asset Managment, Marketing, Finance, Portfolio Management, Private Equity, Hedge Funds, Business Strategy, Marketing Strategy, Executive Management
Education
Texas Tech University - Rawls College of Business 1989 — 1993
BBA, Finance
Wells Fargo September 2008 - Present
Van Kampen Investments July 1987 - January 2008
Education
Northern Illinois University
Bachelor of Science, Finance
Baron Capital September 2011 - Present
Invesco Ltd. 2010 - 2011
Van Kampen Investments 2005 - 2010
Eaton Vance 1991 - 2005
Skills
Series 7, Separately Managed...
Education
Southern New Hampshire University 1993 — 1996
MBA
University of Massachusetts, Amherst 1987 — 1991
MS
DST Systems July 2007 - January 2012
DST Systems July 2007 - January 2012
The Hartford August 2006 - July 2007
Children's Mercy Family Health Partners October 2004 - June 2006
Van Kampen Investments June 1996 - June 2002
CIGNA Group Insurance June 1986 - June 1996
Education
Keller Graduate School of Management of DeVry University 2004 — 2006
M.B.A., Business Administration, 3.75
Webster University
Bachelor's Degree, Sociology and Anthropology, 3.0
Northern Trust May 2003 - Present
Northern Trust Corporation November 2002 - May 2003
DeVry University November 2001 - November 2002
Van Kampen Funds May 1999 - September 2001
Lucent Technologies March 1999 - May 1999
dcVAST July 1998 - March 1999
Van Kampen Investments June 1990 - July 1998
Skills
IT Strategy, Disaster Recovery, Vendor Management, Unix, Solaris, Enterprise Architecture, Servers, SDLC, Unix Shell Scripting, Data Center, SQL, LDAP, LDAP Administration, Sun One LDAP, Red Hat Linux, Creative Problem Solving, Project Engineering, Virtualization, Visio, AIX, VMware, Data Warehousing, Databases, Solution Architecture, ITIL, IT Management, Perl, SharePoint, Integration, Weblogic, Software Development, Tomcat, Project Management, Security, Process Improvement, Risk Management, Cloud Computing, Business Analysis, Software Project..., Program Management, Requirements Analysis, IT Service Management, Leadership, Team Leadership, Business Continuity
Education
North Central College 1985 — 1989
Bachelor of Science (BS), Computer Science
Guggenheim Partners July 2012 - Present
Market Day 2011 - 2012
Van Kampen Investments 1999 - 2004
Smith, Bucklin & Associates 1998 - 1999
Skills
Series 7, Investment Strategies, Investments, Equities, New Business Development, Strategic Planning, Product Development, Account Management, Business Strategy, Alternative Investments, Marketing, Management, Customer Service, Marketing Strategy, Marketing Communications, Portfolio Management, Mutual Funds, Leadership
Education
North Central College 1995 — 1999
Master of Business Administration (MBA), Marketing
Valparaiso University 1987 — 1991
Bachelor of Arts (BA), Communications, Public Relations
Hartford funds August 2005 - Present
Van Kampen Investments October 2002 - July 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Henderson Global Investors January 2006 - Present
Van Kampen Investments July 2004 - December 2005
InnerWorkings January 2004 - June 2005
Scudder Investments November 2002 - December 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, HTML, Team Leadership, Sales, Budgets, Negotiation
Education
Marquette University 1998 — 2002
Marketing/Marketing Management