Wayne Hummer Asset Management
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Wayne Hummer Asset Management Employees
Employee
Years
Job
Industry
Anita Rachu Anita Rachu's Wayne Hummer Asset Management Experience January 2002 - April 2006
Job Wealth Investment Assistant IV at Johnson Bank
Industry Financial Services
Experience
Johnson Bank 2014 - Present
Northwestern Mutual October 2013 - April 2014
undisclosed May 2012 - October 2013
Financial Fiduciaries LLC August 2011 - May 2012
UVEST Financial Services April 2006 - June 2010
Mid-Wisconsin Bank September 2001 - June 2010
Wayne Hummer Asset Management January 2002 - April 2006
Wayne Hummer Asset Management 2002 - 2005
Community Bank of Central Wisconsin 1999 - 2001
Thrivent Financial for Lutherans January 1992 - July 1995
Skills
Insurance, Compliance, Banking, Securities, Microsoft Office, Vendor Management, Customer Relations, Word, Excel, Customer Service, Outlook, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Risk Management, Management, Asset Management, Team Building, Training, Financial Services, Microsoft Excel, Microsoft Word, Investments
Education
Lakeland College 2006 — 2011
BA, Business Management
North Central Technical College 2007 — 2010
Associates, Business Management
Abbotsford High School
Diploma, General Business
Johnson Bank 2014 - Present
Northwestern Mutual October 2013 - April 2014
undisclosed May 2012 - October 2013
Financial Fiduciaries LLC August 2011 - May 2012
UVEST Financial Services April 2006 - June 2010
Mid-Wisconsin Bank September 2001 - June 2010
Wayne Hummer Asset Management January 2002 - April 2006
Wayne Hummer Asset Management 2002 - 2005
Community Bank of Central Wisconsin 1999 - 2001
Thrivent Financial for Lutherans January 1992 - July 1995
Skills
Insurance, Compliance, Banking, Securities, Microsoft Office, Vendor Management, Customer Relations, Word, Excel, Customer Service, Outlook, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Risk Management, Management, Asset Management, Team Building, Training, Financial Services, Microsoft Excel, Microsoft Word, Investments
Education
Lakeland College 2006 — 2011
BA, Business Management
North Central Technical College 2007 — 2010
Associates, Business Management
Abbotsford High School
Diploma, General Business
Anne Zawaski Anne Zawaski's Wayne Hummer Asset Management Experience January 2008 - September 2008
Job Banking Professional
Industry Banking
Experience
Marquette Bank 2009 - Present
Wayne Hummer Asset Management January 2008 - September 2008
Beverly Bank & Trust Company February 2003 - December 2007
Skills
Database Systems, Operational Activities, Administrative Functions, CRM databases, Microsoft Technologies, Sales, Operations Management, Analysis
Education
Lewis University 1998 — 2002
Bachelor of Science (BS), Business Administration, Management and Operations
Marquette Bank 2009 - Present
Wayne Hummer Asset Management January 2008 - September 2008
Beverly Bank & Trust Company February 2003 - December 2007
Skills
Database Systems, Operational Activities, Administrative Functions, CRM databases, Microsoft Technologies, Sales, Operations Management, Analysis
Education
Lewis University 1998 — 2002
Bachelor of Science (BS), Business Administration, Management and Operations
Kayla Billig Kayla Billig's Wayne Hummer Asset Management Experience 1987 - 1989
Job Artist/Finance Consultant
Industry Fine Art
Experience
Kreative Kreations January 2008 - Present
LaGrange Memorial Hospital 1992 - 1994
Wayne Hummer Asset Management 1987 - 1989
Education
University of Michigan
Bachelor's degree, Finance
Kreative Kreations January 2008 - Present
LaGrange Memorial Hospital 1992 - 1994
Wayne Hummer Asset Management 1987 - 1989
Education
University of Michigan
Bachelor's degree, Finance
Scott P. Smith Scott P. Smith's Wayne Hummer Asset Management Experience 2008 - 2009
Job Financial Associate at Thrivent Financial
Industry Investment Management
Experience
Thrivent Financial April 2013 - Present
Perritt Capital Management January 2012 - September 2012
Citizens First National Bank May 2010 - September 2011
Wayne Hummer Asset Management 2008 - 2009
Fifth Third Bank, Lake Forest, Illinois 2005 - 2008
AOS, Inc, Chicago, Illinois 2003 - 2005
Skills
Asset Managment, PowerPoint, Wealth Management, Wealth Management..., Portfolio Management, Banking, Financial Analysis, Securities, Equities, Investments, Estate Planning, Wealth, Loans, High Net Worth..., Private Banking
Education
Cannon Trust I 2011 — 2011
Certificate Completion, Trust
DePaul University 2005 — 2007
Certificate Completion, CFP Program
DePauw University
BS, Liberal Arts
Lake Forest Graduate School of Management
MBA Program
Thrivent Financial April 2013 - Present
Perritt Capital Management January 2012 - September 2012
Citizens First National Bank May 2010 - September 2011
Wayne Hummer Asset Management 2008 - 2009
Fifth Third Bank, Lake Forest, Illinois 2005 - 2008
AOS, Inc, Chicago, Illinois 2003 - 2005
Skills
Asset Managment, PowerPoint, Wealth Management, Wealth Management..., Portfolio Management, Banking, Financial Analysis, Securities, Equities, Investments, Estate Planning, Wealth, Loans, High Net Worth..., Private Banking
Education
Cannon Trust I 2011 — 2011
Certificate Completion, Trust
DePaul University 2005 — 2007
Certificate Completion, CFP Program
DePauw University
BS, Liberal Arts
Lake Forest Graduate School of Management
MBA Program
Andrew Reyes Andrew Reyes's Wayne Hummer Asset Management Experience May 2007 - August 2007
Job Works at Reyes Holdings
Industry Food & Beverages
Experience
Reyes Holdings September 2012 - Present
McKinsey & Company August 2010 - August 2012
McKinsey & Company May 2008 - August 2008
Wayne Hummer Asset Management May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Due Diligence, Management Consulting, Business Strategy, Economics, Business Analysis, Strategy, Financial Services, Microsoft Excel, Asset Managment, Investments, Data Analysis, Pricing, Fixed Income, Entrepreneurship, Mergers & Acquisitions
Education
University of Notre Dame 2006 — 2010
BA, Program of Liberal Studies
Reyes Holdings September 2012 - Present
McKinsey & Company August 2010 - August 2012
McKinsey & Company May 2008 - August 2008
Wayne Hummer Asset Management May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Due Diligence, Management Consulting, Business Strategy, Economics, Business Analysis, Strategy, Financial Services, Microsoft Excel, Asset Managment, Investments, Data Analysis, Pricing, Fixed Income, Entrepreneurship, Mergers & Acquisitions
Education
University of Notre Dame 2006 — 2010
BA, Program of Liberal Studies
Binoop P. Unni, CFA Binoop P. Unni, CFA's Wayne Hummer Asset Management Experience February 2008 - November 2010
Job Director Research Signals at Markit
Industry Financial Services
Experience
Markit January 2014 - Present
Markit January 2013 - December 2013
Markit December 2010 - December 2012
Wayne Hummer Asset Management February 2008 - November 2010
Citadel Investment Group November 2007 - February 2008
Skills
Financial Modeling, Portfolio Management, Portfolio Optimization, Investment Management, Asset Management, Risk Management, Quantitative Research, Quantitative Analytics, Statistics, Analysis, Equity Research, Equities, Derivatives, Trading, Performance Attribution, Investments, Hedge Funds, Fixed Income, Strategy Simulation, Factor Analysis, Team Management, Business Development
Education
University of Illinois at Chicago 2005 — 2007
Master's in Business Administration, Finance
Cochin University of Science and Technology 1999 — 2003
Bachelor of Technology, Electronics and Communication
Markit January 2014 - Present
Markit January 2013 - December 2013
Markit December 2010 - December 2012
Wayne Hummer Asset Management February 2008 - November 2010
Citadel Investment Group November 2007 - February 2008
Skills
Financial Modeling, Portfolio Management, Portfolio Optimization, Investment Management, Asset Management, Risk Management, Quantitative Research, Quantitative Analytics, Statistics, Analysis, Equity Research, Equities, Derivatives, Trading, Performance Attribution, Investments, Hedge Funds, Fixed Income, Strategy Simulation, Factor Analysis, Team Management, Business Development
Education
University of Illinois at Chicago 2005 — 2007
Master's in Business Administration, Finance
Cochin University of Science and Technology 1999 — 2003
Bachelor of Technology, Electronics and Communication
Tracie Kleiner Tracie Kleiner's Wayne Hummer Asset Management Experience August 2005 - June 2006
Job Operations & Marketing Manager, Founder of Inner Discoveries Work/Life Balance Strategies
Industry Professional Training & Coaching
Experience
Home Path Financial, LP June 2006 - Present
Inner Discoveries June 2010 - Present
Powerful You! Women's Network March 2011 - March 2013
Wayne Hummer Asset Management August 2005 - June 2006
Northwestern Mutual September 2003 - August 2005
Thrivent Financial for Lutherans April 2001 - September 2003
SII Investments August 1999 - April 2001
Bank One December 1990 - August 1999
Skills
Coaching, Operations Management, Goal Development, Relationship Development, Personal Development, Writing, Workshop Facilitation, Meditation, Radio Host, Radio Producing, Healing, Wellness, Alternative Medicine, Lifestyle Coaching, Life Coaching, Career Counseling, Psychology, Public Speaking, Nonprofits, Emotional Intelligence, Career Development, Stress Management, Leadership Development, Management, Entrepreneurship, Employee Training, Motivational Speaking, Leadership, Executive Coaching, Interviews, Business Coaching, Organizational..., Small Business, Social Networking, Job Coaching, Training, Stress, Wellness Coaching, Business Networking, Holistic Health, Wellbeing, Work Life Balance, Conflict Resolution, Corporations, Lifestyle, Hypnotherapy, Empowerment, Organizational..., Relaxation, Blogging
Education
Ashford University 2006 — 2009
BA, Psychology
Inner Focus 2004 — 2008
CAEH, Stress Management and Coping Skills, Meditation, Self Inquiry techniques
SPASH 1986 — 1989
Diploma, Business
Home Path Financial, LP June 2006 - Present
Inner Discoveries June 2010 - Present
Powerful You! Women's Network March 2011 - March 2013
Wayne Hummer Asset Management August 2005 - June 2006
Northwestern Mutual September 2003 - August 2005
Thrivent Financial for Lutherans April 2001 - September 2003
SII Investments August 1999 - April 2001
Bank One December 1990 - August 1999
Skills
Coaching, Operations Management, Goal Development, Relationship Development, Personal Development, Writing, Workshop Facilitation, Meditation, Radio Host, Radio Producing, Healing, Wellness, Alternative Medicine, Lifestyle Coaching, Life Coaching, Career Counseling, Psychology, Public Speaking, Nonprofits, Emotional Intelligence, Career Development, Stress Management, Leadership Development, Management, Entrepreneurship, Employee Training, Motivational Speaking, Leadership, Executive Coaching, Interviews, Business Coaching, Organizational..., Small Business, Social Networking, Job Coaching, Training, Stress, Wellness Coaching, Business Networking, Holistic Health, Wellbeing, Work Life Balance, Conflict Resolution, Corporations, Lifestyle, Hypnotherapy, Empowerment, Organizational..., Relaxation, Blogging
Education
Ashford University 2006 — 2009
BA, Psychology
Inner Focus 2004 — 2008
CAEH, Stress Management and Coping Skills, Meditation, Self Inquiry techniques
SPASH 1986 — 1989
Diploma, Business
Errett Van Nice Errett Van Nice's Wayne Hummer Asset Management Experience 1995 - December 2007
Job Senior Vice President; UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2008 - Present
Wayne Hummer Asset Management 1995 - December 2007
Chicago Board of Trade 1993 - 1995
Education
University of Arizona 1988 — 1993
B.A., Political Science
Berkshire School 1985 — 1988
H.S.
Cardigan Mt. School 1983 — 1985
Latin School of Chicago 1974 — 1983
UBS Financial Services January 2008 - Present
Wayne Hummer Asset Management 1995 - December 2007
Chicago Board of Trade 1993 - 1995
Education
University of Arizona 1988 — 1993
B.A., Political Science
Berkshire School 1985 — 1988
H.S.
Cardigan Mt. School 1983 — 1985
Latin School of Chicago 1974 — 1983
Jerry Yockey Jerry Yockey's Wayne Hummer Asset Management Experience
Job Financial Advisor at Wayne Hummer Investments
Industry Investment Management
Experience
Wayne Hummer Asset Management
Skills
Asset Allocation, Wealth Management, Series 7, Mutual Funds, Investments, Retirement Planning, Asset Management, Portfolio Management, Securities, Equities, Investment Advisory, Fixed Income, Series 63, Strategic Financial..., Alternative Investments
Education
Millikin University
Bachelor's Degree in Finance
Wayne Hummer Asset Management
Skills
Asset Allocation, Wealth Management, Series 7, Mutual Funds, Investments, Retirement Planning, Asset Management, Portfolio Management, Securities, Equities, Investment Advisory, Fixed Income, Series 63, Strategic Financial..., Alternative Investments
Education
Millikin University
Bachelor's Degree in Finance
Terje Reedy Terje Reedy's Wayne Hummer Asset Management Experience January 2004 - April 2007
Job Sr. Financial Analyst Supply Chain at Walgreens
Industry Retail
Experience
Walgreens September 2013 - Present
Walgreens October 2009 - September 2013
Walgreens April 2007 - October 2009
Wayne Hummer Asset Management January 2004 - April 2007
National Securities December 2001 - January 2004
The Mark Travel Corporation October 2000 - September 2001
Strong Investments November 1999 - October 2000
Skills
Financial Analysis, Forecasting, Pricing, Budgets, Portfolio Management, Microsoft Excel, Business Strategy, Valuation, Sales, Inventory Management, Teamwork, Sales Operations, Bank Reconciliation, Investment Management, Movex, NPV, Russian, Capex, Liaison, Bookkeeping, Wedding Planning, Event Planning, Weddings, Coordinating Events, Events
Education
Concordia University-Wisconsin 1997 — 2000
M.B.A; B.A
Walgreens September 2013 - Present
Walgreens October 2009 - September 2013
Walgreens April 2007 - October 2009
Wayne Hummer Asset Management January 2004 - April 2007
National Securities December 2001 - January 2004
The Mark Travel Corporation October 2000 - September 2001
Strong Investments November 1999 - October 2000
Skills
Financial Analysis, Forecasting, Pricing, Budgets, Portfolio Management, Microsoft Excel, Business Strategy, Valuation, Sales, Inventory Management, Teamwork, Sales Operations, Bank Reconciliation, Investment Management, Movex, NPV, Russian, Capex, Liaison, Bookkeeping, Wedding Planning, Event Planning, Weddings, Coordinating Events, Events
Education
Concordia University-Wisconsin 1997 — 2000
M.B.A; B.A
Kathy Baggs Kathy Baggs's Wayne Hummer Asset Management Experience 1992 - 1997
Job Vice President at Charlie Baggs Culinary Innovations
Industry Food & Beverages
Experience
Charlie Baggs, Culinary Innovations April 1999 - Present
SQL Financial 1997 - 1999
The Northern Trust Company 1996 - 1998
Wayne Hummer Asset Management 1992 - 1997
Skills
Gourmet, Recipes, Marketing, Food Industry, Entrepreneurship, Food, Food & Beverage, Product Development, Trade Shows, B2B, Business Networking, Brand Development, Cross-functional Team..., Culinary Skills, Food Processing, Food Safety, Food Service, Forecasting, Brand Management, FMCG, Finance, Franchising, Fundraising, Grocery, HACCP, Hospitality, Human Resources, Income Statement, Ingredients, Business Planning, Catering, National Accounts, Consumer Products, Customer Insight, Inventory Management, Key Account Management, Market Planning, Marketing Management, Menu Development, New Business Development, P, Small Business
Education
Suffolk University - Sawyer School of Management
Bachelor's degree, Finance, General
Charlie Baggs, Culinary Innovations April 1999 - Present
SQL Financial 1997 - 1999
The Northern Trust Company 1996 - 1998
Wayne Hummer Asset Management 1992 - 1997
Skills
Gourmet, Recipes, Marketing, Food Industry, Entrepreneurship, Food, Food & Beverage, Product Development, Trade Shows, B2B, Business Networking, Brand Development, Cross-functional Team..., Culinary Skills, Food Processing, Food Safety, Food Service, Forecasting, Brand Management, FMCG, Finance, Franchising, Fundraising, Grocery, HACCP, Hospitality, Human Resources, Income Statement, Ingredients, Business Planning, Catering, National Accounts, Consumer Products, Customer Insight, Inventory Management, Key Account Management, Market Planning, Marketing Management, Menu Development, New Business Development, P, Small Business
Education
Suffolk University - Sawyer School of Management
Bachelor's degree, Finance, General
Eric Rujawitz Eric Rujawitz's Wayne Hummer Asset Management Experience July 2001 - August 2005
Job Collateral Analyst at Royal Bank of Scotland Group
Industry Financial Services
Experience
Royal Bank of Scotland Group October 2009 - Present
William Blair and Company August 2005 - March 2009
Wayne Hummer Asset Management July 2001 - August 2005
Skills
Process Improvement, Finance, Derivatives, Account Reconciliation, Accounting, Business Process..., Credit, CRM, Due Diligence, Customer Service, Equities, Financial Analysis, Financial Services, Management, Portfolio Management, Risk Management, Securities
Education
Illinois State University 1995 — 1998
Bachelor of Science, Finance
Royal Bank of Scotland Group October 2009 - Present
William Blair and Company August 2005 - March 2009
Wayne Hummer Asset Management July 2001 - August 2005
Skills
Process Improvement, Finance, Derivatives, Account Reconciliation, Accounting, Business Process..., Credit, CRM, Due Diligence, Customer Service, Equities, Financial Analysis, Financial Services, Management, Portfolio Management, Risk Management, Securities
Education
Illinois State University 1995 — 1998
Bachelor of Science, Finance
Richard C. O'Hara, CFA Richard C. O'Hara, CFA's Wayne Hummer Asset Management Experience 2003 - 2007
Job Data Scientist at Medscape
Industry Financial Services
Experience
HIMSS 2012 - 2015
Tahoe Partners 2011 - 2012
Apex Systems 2010 - 2011
Wayne Hummer Asset Management, LLC 2007 - 2009
Wayne Hummer Asset Management 2003 - 2007
Lake Forest Capital Management 1998 - 2003
Case Credit 1997 - 1998
American Express 1994 - 1997
American Express 1990 - 1994
Skills
Business Intelligence, Data Analysis, Data Mining, Data Modeling, Data Visualization, Data Warehousing, Google Analytics, Investments, Portfolio Management, Predictive Analytics, Python, R, Research, Risk Management, Quantitative Research, Salesforce.com, SAS, SharePoint, SQL, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance and Economics, With Distinction
Penn State University 1984 — 1988
B.S., Accounting, With Distinction
Northwestern University 2007 — 2016
Currently pursuing B.S., Mathematics
HIMSS 2012 - 2015
Tahoe Partners 2011 - 2012
Apex Systems 2010 - 2011
Wayne Hummer Asset Management, LLC 2007 - 2009
Wayne Hummer Asset Management 2003 - 2007
Lake Forest Capital Management 1998 - 2003
Case Credit 1997 - 1998
American Express 1994 - 1997
American Express 1990 - 1994
Skills
Business Intelligence, Data Analysis, Data Mining, Data Modeling, Data Visualization, Data Warehousing, Google Analytics, Investments, Portfolio Management, Predictive Analytics, Python, R, Research, Risk Management, Quantitative Research, Salesforce.com, SAS, SharePoint, SQL, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance and Economics, With Distinction
Penn State University 1984 — 1988
B.S., Accounting, With Distinction
Northwestern University 2007 — 2016
Currently pursuing B.S., Mathematics
Kyle Olson Kyle Olson's Wayne Hummer Asset Management Experience December 2008 - January 2009
Job Senior Financial Analyst at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt May 2013 - Present
Aon Hewitt June 2012 - May 2013
Aon Hewitt August 2010 - May 2012
Aon Hewitt September 2009 - May 2012
Clara Bell Smith Student Athlete Support Services, Michigan State University September 2008 - May 2009
Wayne Hummer Asset Management December 2008 - January 2009
Thelen Sand and Gravel May 2007 - August 2008
Skills
Access, Microsoft Excel, PeopleSoft, Financial Analysis, Forecasting, Financial Reporting, Budgets, Microsoft Word, Finance, Project Management, Invoicing, Business Analysis, Data Analysis, Human Resources, Outsourcing, Account Management, Account Reconciliation, Strategic Financial..., Financial Accounting, Corporate Finance, Business Process..., Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
Michigan State University 2005 — 2009
Bachelor of Arts, Finance
Aon Hewitt May 2013 - Present
Aon Hewitt June 2012 - May 2013
Aon Hewitt August 2010 - May 2012
Aon Hewitt September 2009 - May 2012
Clara Bell Smith Student Athlete Support Services, Michigan State University September 2008 - May 2009
Wayne Hummer Asset Management December 2008 - January 2009
Thelen Sand and Gravel May 2007 - August 2008
Skills
Access, Microsoft Excel, PeopleSoft, Financial Analysis, Forecasting, Financial Reporting, Budgets, Microsoft Word, Finance, Project Management, Invoicing, Business Analysis, Data Analysis, Human Resources, Outsourcing, Account Management, Account Reconciliation, Strategic Financial..., Financial Accounting, Corporate Finance, Business Process..., Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
Michigan State University 2005 — 2009
Bachelor of Arts, Finance
Ed Edens, MBA, CFP®'s Wayne Hummer Asset Management Experience September 1998 - September 2005
Job Sr. Financial Advisor
Industry Investment Management
Experience
Kovitz Investment Group October 2005 - Present
Wayne Hummer Asset Management September 1998 - September 2005
Harris Trust and Savings Bank 1986 - 1998
Skills
Retirement Planning, Estate Planning, Wealth, High Net Worth..., Investments, Retirement Income..., Charitable Giving, Financial Advice, Private Wealth..., Asset Allocation
Education
Northwestern University 2009 — 2010
CFP, Certified Financial Planner
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
MBA, Finance
Augustana College 1982 — 1986
BA, Finance
Kovitz Investment Group October 2005 - Present
Wayne Hummer Asset Management September 1998 - September 2005
Harris Trust and Savings Bank 1986 - 1998
Skills
Retirement Planning, Estate Planning, Wealth, High Net Worth..., Investments, Retirement Income..., Charitable Giving, Financial Advice, Private Wealth..., Asset Allocation
Education
Northwestern University 2009 — 2010
CFP, Certified Financial Planner
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
MBA, Finance
Augustana College 1982 — 1986
BA, Finance
Amy Howes's Wayne Hummer Asset Management Experience
Job Senior Portfolio Manager at Wintrust Wealth Management
Industry Investment Management
Experience
Wayne Hummer Asset Management
Skills
Investments, Asset Management, Asset Allocation, Wealth Management, Equities, Mutual Funds, Fixed Income, Portfolio Management, Securities, Finance
Education
University of Georgia - Terry College of Business 1983 — 1986
Bachelor of Applied Science (BASc), Finance, General
Wayne Hummer Asset Management
Skills
Investments, Asset Management, Asset Allocation, Wealth Management, Equities, Mutual Funds, Fixed Income, Portfolio Management, Securities, Finance
Education
University of Georgia - Terry College of Business 1983 — 1986
Bachelor of Applied Science (BASc), Finance, General
Sonja Marinac's Wayne Hummer Asset Management Experience May 2003 - October 2009
Job Portfolio Manager Wealth Management
Industry Financial Services
Experience
Johnson Financial Group 2012 - 2013
Crawford Supply 2010 - 2012
Wayne Hummer Asset Management May 2003 - October 2009
Education
Keller Graduate School of Management of DeVry University 1998 — 2000
MBA, Finance
Loyola University Chicago
Johnson Financial Group 2012 - 2013
Crawford Supply 2010 - 2012
Wayne Hummer Asset Management May 2003 - October 2009
Education
Keller Graduate School of Management of DeVry University 1998 — 2000
MBA, Finance
Loyola University Chicago
Kirk Hovde, CPA's Wayne Hummer Asset Management Experience June 2008 - August 2008
Job Vice President at Hovde Group
Industry Investment Banking
Experience
Hovde Group September 2012 - Present
Deloitte & Touche September 2010 - September 2012
Credit Suisse June 2009 - August 2009
Wayne Hummer Asset Management June 2008 - August 2008
Skills
Financial Accounting, Financial Analysis, Accounting, GAAP, Microsoft Excel, US GAAP, External Audit
Education
City University London 2009 — 2009
Finance
University of Wisconsin-Madison - School of Business 2007 — 2009
BBA, Finance & Accounting
University of Wisconsin-Madison 2005 — 2009
BBA, Finance & Accounting
Hovde Group September 2012 - Present
Deloitte & Touche September 2010 - September 2012
Credit Suisse June 2009 - August 2009
Wayne Hummer Asset Management June 2008 - August 2008
Skills
Financial Accounting, Financial Analysis, Accounting, GAAP, Microsoft Excel, US GAAP, External Audit
Education
City University London 2009 — 2009
Finance
University of Wisconsin-Madison - School of Business 2007 — 2009
BBA, Finance & Accounting
University of Wisconsin-Madison 2005 — 2009
BBA, Finance & Accounting
George Hovany's Wayne Hummer Asset Management Experience November 2009 - Present
Job Vice President at Wayne Hummer Asset Management
Industry Investment Management
Experience
Wayne Hummer Asset Management November 2009 - Present
Wintrust Wealth Management 2008 - Present
Skills
Series 7, Asset Management, Investments, Wealth Management, Mutual Funds, Securities, Fixed Income, Equities, Retirement Planning, Insurance, Financial Planning, Portfolio Management, Asset Managment, Alternative Investments
Education
Loyola University of Chicago
Bachelor of Science (BS)
Wayne Hummer Asset Management November 2009 - Present
Wintrust Wealth Management 2008 - Present
Skills
Series 7, Asset Management, Investments, Wealth Management, Mutual Funds, Securities, Fixed Income, Equities, Retirement Planning, Insurance, Financial Planning, Portfolio Management, Asset Managment, Alternative Investments
Education
Loyola University of Chicago
Bachelor of Science (BS)
Dan Marks's Wayne Hummer Asset Management Experience 1998 - 2004
Job SVP Sales and Marketing
Industry Hospital & Health Care
Experience
Home Access Health Corporation June 2015 - Present
UnitedHealth Group October 2014 - June 2015
UnitedHealth Group October 2011 - October 2014
Bankers Life and Casualty April 2004 - September 2009
Wayne Hummer Asset Management 1998 - 2004
Skills
Insurance, Medicare, Health Insurance, Medicaid, Fixed Annuities, Long-term Care, Managed Care, Strategic Planning, Life Insurance, Sales Management, Term Life Insurance, Disability Insurance, Brokers, Employee Benefits, Medicare Part D
Education
Arizona State University 1986 — 1989
BS, Sociology, Finance
Home Access Health Corporation June 2015 - Present
UnitedHealth Group October 2014 - June 2015
UnitedHealth Group October 2011 - October 2014
Bankers Life and Casualty April 2004 - September 2009
Wayne Hummer Asset Management 1998 - 2004
Skills
Insurance, Medicare, Health Insurance, Medicaid, Fixed Annuities, Long-term Care, Managed Care, Strategic Planning, Life Insurance, Sales Management, Term Life Insurance, Disability Insurance, Brokers, Employee Benefits, Medicare Part D
Education
Arizona State University 1986 — 1989
BS, Sociology, Finance
Brandi Nassenstein's Wayne Hummer Asset Management Experience May 2006 - Present
Job Retirement Plans Specialist at Wayne Hummer Asset Management
Industry Investment Management
Experience
Wayne Hummer Asset Management May 2006 - Present
Wayne Hummer Asset Management January 2000 - January 2003
Folger Adam Security September 1997 - October 1999
Education
Joliet Junior College 1997 — 1998
Wayne Hummer Asset Management May 2006 - Present
Wayne Hummer Asset Management January 2000 - January 2003
Folger Adam Security September 1997 - October 1999
Education
Joliet Junior College 1997 — 1998
April Ward's Wayne Hummer Asset Management Experience June 2006 - May 2010
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2013 - Present
Pinnacle Wealth Management Pvt Ltd October 2011 - October 2013
Wayne Hummer Asset Management June 2006 - May 2010
Education
Northeastern Illinois University 1983 — 1985
Bachelors, Training/Development/Psychology
Wells Fargo Advisors, LLC October 2013 - Present
Pinnacle Wealth Management Pvt Ltd October 2011 - October 2013
Wayne Hummer Asset Management June 2006 - May 2010
Education
Northeastern Illinois University 1983 — 1985
Bachelors, Training/Development/Psychology