Whitebox Advisors LLC

Description

Address: 3033 Excelsior Blvd, Minneapolis, MN 55416 Phone: (612) 253-6014: : : Hours: : : Place name: Category: : Website: Website: https://whiteboxadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Whitebox Advisors LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Whitebox Advisors LLC Employees

Employee
Years
Job
Industry
Nes Rotstein Nes Rotstein Minneapolis, Minnesota Details
Nes Rotstein's Whitebox Advisors LLC Experience September 2013 - Present
Job Chief Strategy Officer at Whitebox Advisors LLC
Industry Investment Management
Experience
Whitebox Advisors LLC   September 2013 - Present
Open Window Theater   August 2013 - Present
Autopharma Holding BV   June 2013 - Present
InstyMeds  March 2012 - Present
Whitebox Advisors LLC   June 2013 - August 2013
Whitebox Advisors  April 2012 - June 2013
Patrick's Cabaret   January 2010 - June 2012
The Dow Chemical Company  September 2010 - April 2012
The Dow Chemical Company  2007 - September 2010
The Dow Chemical Company  1999 - 2007

Skills
Business Strategy, Strategy, Business Development, Product Development, New Business Development, Management, Marketing Strategy, Strategic Planning, Cross-functional Team..., Sales Management, Leadership, Start-ups, Competitive Analysis, International Business, Research, Commercialization, Marketing, Product Management, Mergers & Acquisitions, R&D, Six Sigma, Marketing Management, Market Analysis, Plastics, Market Development, Forecasting, Product Marketing, Mergers, Negotiation

Education
University of Minnesota-Twin Cities
PhD, Polymer Physics

Shaunessy Weiby Shaunessy Weiby Minneapolis, Minnesota Details
Shaunessy Weiby's Whitebox Advisors LLC Experience January 2015 - Present
Job Marketing Communications Specialist
Industry Public Relations and Communications
Experience
Whitebox Advisors LLC   January 2015 - Present
Keller Williams- The Sarenpa Team   January 2014 - January 2015
Caterpillar Logistics Inc.  January 2013 - July 2013
Illinois Business Financial Services  November 2012 - January 2013
Peoria Art Guild  August 2012 - November 2012
U.S. Army Reserve   January 2006 - January 2012
Children's Home Society & Family Services   June 2011 - December 2011

Skills
Marketing, InDesign, Project Management, Event Planning, Marketing Communications, Leadership, Public Relations, Facebook, Social Media, Newsletters, Press Releases, Internal Communications, Fundraising, Public Speaking, Community Outreach, SEO, Photography, Editing, Photoshop, Microsoft Office, Social Networking, Social Media Marketing, Blogging, Adobe Creative Suite, Google Analytics, Press Kit Development, Volunteer Management, Non-profits, Customer Service, Communication

Education
Bradley University   2009 — 2012
Bachelor's degree, Public Relations & Marketing

Dassel Cokato High School

Blake A. Jones Blake A. Jones Austin, Texas Details
Blake A. Jones's Whitebox Advisors LLC Experience April 2014 - August 2014
Job Business Honors Student at The University of Texas at Austin
Industry Financial Services
Experience
Oliver Wyman  June 2015 - August 2015
Whitebox Advisors LLC   April 2014 - August 2014

Education
The University of Texas at Austin - Red McCombs School of Business   2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Honors Program, Finance

The University of Edinburgh   2013 — 2013
Business Law, Law of the European Union

Gary Helgeson Gary Helgeson Greater Minneapolis-St. Paul Area Details
Gary Helgeson's Whitebox Advisors LLC Experience January 2003 - October 2012
Job Experienced Software Developer and IT Consultant
Industry Computer Software
Experience
Knife River, LLC   2013 - Present
Whitebox Advisors, LLC  January 2003 - October 2012
EBF & Associates  April 1995 - December 2002
MTS Systems  January 1989 - April 1995

Skills
iOS development, Java, JPA, Hibernate, Software Development, Mac OS X Server, Mac OS, Objective-C, Certified Scrum Master..., Hedge Funds, SQL, Equities, Trading Systems, Agile Methodologies, VBA, SDLC, Credit Derivatives, Visual Basic, Databases, Portfolio Management, Microsoft SQL Server, Project Management, Networking, Vendor Management, Virtualization, VMware, Options, Active Directory, Windows, Market Data, Business Intelligence, Integration, Product Development, Market Risk, Bloomberg, Requirements Analysis, .NET, Fixed Income, Software Project..., Visual Studio, Application Lifecycle..., Data Center

Education
University of Minnesota - Carlson School of Management   2013 — 2013
MBA Essentials - Certificate

North Dakota State University
Bachelor of Science (B.S.), Computer Science

Helene Sajer Helene Sajer Minneapolis, Minnesota Details
Helene Sajer's Whitebox Advisors LLC Experience July 2014 - Present
Job Risk Analyst at Whitebox Advisors
Industry Investment Management
Experience
Whitebox Advisors LLC   July 2014 - Present
Kosmeyin   March 2012 - June 2012
Weiss Asset Management  May 2011 - August 2011
Merrill Lynch  June 2010 - August 2010

Skills
Teamwork, C++, MATLAB, R, SAS, Java, Bloomberg Terminal, PowerPoint, Mandarin, Spanish, Academic Tutoring, International Exposure, Chinese Culture

Education
University of Chicago   2013 — 2014
Master of Science (M.S.), Financial Mathematics

Boston University   2009 — 2013
Bachelor of Arts (B.A.), Mathematics, Summa Cum Laude

Fudan University   2012 — 2012
Chinese Studies

Renmin University of China   2011 — 2011
Contemporary China Studies Program

Peddie School   2005 — 2009

Zach Levenson Zach Levenson Houston, Texas Area Details
Zach Levenson's Whitebox Advisors LLC Experience September 2014 - January 2015
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch  July 2015 - Present
Whitebox Advisors LLC   September 2014 - January 2015
Morgan Stanley Private Wealth Management  June 2013 - August 2013
Madison Street Partners LLC   June 2012 - July 2012

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Analysis, Investment Banking, Valuation, Bloomberg, Capital IQ, Financial Modeling

Education
The University of Texas at Austin - Red McCombs School of Business   2011 — 2015
Bachelor of Business Administration (BBA), Finance; Minor Accounting

Cherry Creek High School   2007 — 2011

Eileen Chanen Eileen Chanen Greater Minneapolis-St. Paul Area Details
Eileen Chanen's Whitebox Advisors LLC Experience November 2013 - Present
Job Managing Editor at Whitebox Advisors LLC
Industry Public Relations and Communications
Experience
Whitebox Advisors LLC   November 2013 - Present
Thrivent Financial  October 2010 - November 2013
Thrivent Financial  July 2008 - October 2010
Thrivent Financial  February 2004 - July 2008
U.S. Bank   January 2000 - December 2002
U.S. Bancorp Piper Jaffray   January 1998 - January 2000
Piper Jaffray  May 1996 - January 1998

Education
Oklahoma State University
Bachelor of Science (B.S.), Journalism

Terry L. Stokes Terry L. Stokes Greater Minneapolis-St. Paul Area Details
Terry L. Stokes's Whitebox Advisors LLC Experience May 2014 - December 2014
Job Project Manager (Consultant) Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage Default Servicing PMO   December 2014 - Present
Whitebox Advisors LLC   May 2014 - December 2014
Wells Fargo Home Mortgage Default Servicing PMO   June 2013 - February 2014
Wells Fargo Treasury   July 2012 - June 2013
US Bank  March 2012 - June 2012
Target Corporation  October 2010 - February 2012
Wells Fargo Home Mortgage  March 2010 - September 2010
Thrivent Financial for Lutherans  January 2007 - October 2008
Wells Fargo - RES Direct   February 2006 - August 2006
Ameriprise Financial  January 2004 - March 2006

Skills
Business Process..., Financial Services, Program Management, Cross-functional Team..., Business Process, Project Management, Software Documentation, Leadership, SDLC, Quality Assurance, Management, Project Planning, Analysis, Training, Strategic Planning, Software Development, Project Coordination, Testing, Six Sigma, Working with TEAMS, Requirements Gathering

Education
North Hennepin Community College   1986 — 1989
Associates, Law/Psychology

Kari Flewelling Kari Flewelling Waconia, Minnesota Details
Kari Flewelling's Whitebox Advisors LLC Experience January 2015 - Present
Job IT Project manager at Whitebox Advisors, LLC
Industry Internet
Experience
Whitebox Advisors LLC   January 2015 - Present
Best Buy  March 2010 - January 2015
ShopNBC  September 2004 - August 2006
Home Shopping Network  September 2002 - September 2004
Bestbuy.Com  September 2001 - September 2002
Sun Country Airlines  October 2000 - September 2001
Fingerhut Companies, Inc  August 1998 - October 2000

Skills
E-commerce, Retail, Account Management, Product Management, Management, Cross-functional Team..., Forecasting, Advertising, Analysis, Pricing, Sales, Merchandising, Inventory Management, Customer Service

Education
Hennepin Technical College   1994 — 1996
Marketing Representative Associates

Waconia High School

Amit Patel Amit Patel Minneapolis, Minnesota Details
Amit Patel's Whitebox Advisors LLC Experience June 2013 - Present
Job Portfolio Manager at Whitebox Advisors LLC
Industry Investment Management
Experience
Whitebox Advisors LLC   June 2013 - Present
Avenue Capital Group  May 2010 - May 2013
Wellspring Capital Management LLC  July 2005 - January 2010
Jefferies & Company  January 2004 - July 2005
A.G. Edwards & Sons, Inc. (acquired by Wachovia in 2007)   July 2002 - December 2003

Skills
Private Equity, Investments, Investment Banking, Hedge Funds, Alternative Investments, LBO, Restructuring, Financial Modeling, Capital Markets, Portfolio Management, Valuation, Equities, Venture Capital, High Yield, Due Diligence, Equity Valuation, Equity Research, Bonds, Trading, Asset Management, Corporate Finance, Leveraged Finance, Distressed Debt

Education
University of Michigan - Stephen M. Ross School of Business   1998 — 2002
BBA, Finance

University of Michigan - Stephen M. Ross School of Business   1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Jesse Mark Jesse Mark Greater Boston Area Details
Jesse Mark's Whitebox Advisors LLC Experience August 2013 - November 2013
Job Associate at BNY Mellon
Industry Investment Management
Experience
BNY Mellon  December 2013 - Present
Tennis Tutor Co.   May 2006 - Present
Whitebox Advisors LLC   August 2013 - November 2013
Morgan Stanley  December 2012 - May 2013
Morgan Stanley  January 2012 - July 2012
Delaware Investments, a member of the Macquarie Group  March 2010 - September 2010
Group One Trading, LP  September 2009 - March 2010
Delaware Investments, a member of the Macquarie Group  June 2008 - September 2009

Skills
Trading, Mutual Funds, Options, FX Options, Bloomberg, Equities, Fixed Income, Securities, Investments, Asset Managment, Portfolio Management, Financial Analysis, Risk Management, Derivatives, Asset Management, Equity Research, Equity Derivatives, Alternative Investments, FINRA, Commodity, Hedge Funds, Finance, Financial Modeling, Entrepreneurship, Financial Markets

Education
Drexel University   2007 — 2011
Bachelors of Science in Business Administration, Finance, Economics, Entrepreneurship, Magna

Drexel University - LeBow College of Business   2007 — 2011
Bachelors of Science in Business Administration, Finance, Economics & Entrepreneurship

Chris Femling Chris Femling Minneapolis, Minnesota Details
Chris Femling's Whitebox Advisors LLC Experience October 2014 - Present
Job Treasury Analyst
Industry Investment Management
Experience
Whitebox Advisors LLC   October 2014 - Present
Private Wealth Management (Confidential)   January 2011 - Present
DFAS  June 2009 - August 2009
AIG  June 2008 - August 2008

Skills
Financial Analysis, Data Analysis, Research, Bloomberg, BlackRock Aladdin, Trade...

Education
The University of North Dakota
BBA with Double in 'Investments' and 'Banking and Financial Economics'

Robert Riepe, CFA, CPA Robert Riepe, CFA, CPA Minneapolis, Minnesota Details
Robert Riepe, CFA, CPA's Whitebox Advisors LLC Experience January 2015 - Present
Job Chief Accounting Officer, Whitebox Advisors LLC
Industry Investment Management
Experience
Whitebox Advisors LLC   January 2015 - Present
Whitebox Advisors LLC   October 2014 - January 2015
KPMG  January 2013 - October 2014
US Securities and Exchange Commission  December 2011 - January 2013
US Securities and Exchange Commission  April 2010 - December 2011
KPMG  September 2005 - April 2010

Skills
Hedge Funds, Finance, Corporate Finance, Equities, Financial Risk, Accounting, Derivatives, Investments, Fixed Income, Alternative Investments, Sarbanes-Oxley Act, Quantitative Analysis, Private Equity, Brokers

Education
University of Minnesota - Carlson School of Management   2001 — 2005
BA, Finance and Accounting

Joseph Rodriguez Joseph Rodriguez Raleigh-Durham, North Carolina Area Details
Joseph Rodriguez's Whitebox Advisors LLC Experience May 2012 - August 2012
Job Global Markets Intelligence Analyst at Ipreo
Industry Financial Services
Experience
Ipreo  October 2014 - Present
Atlantech Distribution, Inc.   February 2014 - September 2014
Whitebox Advisors LLC   May 2012 - August 2012
Dunkin' Brands  March 2010 - May 2012
Moe's Southwest Grill  February 2008 - June 2009

Skills
Corporate Finance, Managerial Finance, Team Building, Investment Banking, Security Management, Organizational..., Contract Negotiation, Team Leadership, SASS, Tradar, Cash Management, Motivated self-starter, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office..., Communication Skills, Highly personable, Account Reconciliation

Education
University of North Carolina at Wilmington   2009 — 2013
Bachelor of Science, Business Administration - Finance, Economics

Alexander Whitney Alexander Whitney Minneapolis, Minnesota Details
Alexander Whitney's Whitebox Advisors LLC Experience October 2013 - November 2014
Job Corporate, Securities, & Compliance Attorney
Industry Venture Capital & Private Equity
Experience
Whitebox Advisors LLC   October 2013 - November 2014
Gideon Hixon Fund   January 2013 - October 2013
Stradling Yocca Carlson & Rauth  January 2013 - October 2013
MoneyGram International  July 2007 - June 2009
Board of Directors of Hixon Properties, Inc.   April 2007 - April 2009
Whitney 2006 Campaign   June 2006 - November 2006
ABC News  May 2003 - December 2003

Skills
Legal Writing, ISDA negotiations, Private Placements, Legal Research, Due Diligence, Prime Brokerage, Media Relations, Structured Finance, Public Speaking, Management, Research, Corporate Law, Fundraising, Strategic Planning, Social Media, Non-profits, Marketing, Nonprofits, Event Planning, Alternative Dispute..., Policy Analysis, Mediation, Speech Writing, Public Policy, Finance, Strategy

Education
Hamline University School of Law   2009 — 2012
Doctor of Law (JD), Law

New School University   2000 — 2005
Bachelor of Arts (BA), Psychology

Cynthia Liu Cynthia Liu Greater Minneapolis-St. Paul Area Details
Cynthia Liu's Whitebox Advisors LLC Experience May 2013 - Present
Job Analyst at Whitebox Advisors LLC
Industry Financial Services
Experience
Whitebox Advisors LLC   May 2013 - Present
DST Systems  August 2011 - June 2012
LIU CPA Firm   December 2009 - January 2011
Agricultural Bank of China  May 2009 - July 2009

Skills
Data Analysis, VBA, Analysis, Financial Modeling, SPSS, Financial Analysis, Quantitative Analytics, Matlab, Applied Mathematics, Client Facing Skills, Microsoft SQL Server, Quantitative Finance, Fixed Income, Finance, Microsoft Office, Accounting, Programming Languages, Bilingual, QADirector, Bankruptcy and..., High Yield credit...

Education
University of Minnesota-Twin Cities   2012 — 2015
Master, Financial Mathematics

Fort Hays State University   2009 — 2011
Bachelor, Finance

Beijing Normal University   2007 — 2009
Bachelor of Business Administration (B.B.A.), International Finance

David Froze, CPA David Froze, CPA Greater Minneapolis-St. Paul Area Details
David Froze, CPA's Whitebox Advisors LLC Experience September 2015 - Present
Job Senior Accountant at Whitebox Advisors LLC
Industry Accounting
Experience
Whitebox Advisors LLC   September 2015 - Present
Boulay  November 2011 - August 2015
Abdo, Eick & Meyers, LLP   January 2011 - May 2011
Minnesota State University--Department of Accounting and Business Law   January 2010 - December 2010

Skills
Financial Accounting, Financial Reporting, Auditing, Financial Analysis, GAAP, Internal Controls

Education
Minnesota State University, Mankato   2006 — 2011
Bachelor of Science, Accounting

Cedarburg High School   2002 — 2006
Diploma

Amber R. Leick Amber R. Leick Greater Minneapolis-St. Paul Area Details
Amber R. Leick's Whitebox Advisors LLC Experience August 2013 - July 2014
Job Graphic Designer at Morrie's Automotive Group
Industry Graphic Design
Experience
Morrie's Automotive Group  April 2015 - Present
Whitebox Advisors LLC   August 2013 - July 2014
My Diabetes Home  January 2013 - May 2013
The Underground  January 2011 - December 2012
US Bank  August 2010 - December 2012
NEXADENTAL  June 2012 - August 2012
Emspace Group  June 2012 - August 2012

Skills
Adobe Creative Suite, Adobe Acrobat, InDesign, Mac, Illustrator, PowerPoint, Dreamweaver, Layout, Typography, Microsoft Office, HTML, CSS, WordPress, Web Design, Branding, Graphic Design, Graphics, Social Media

Education
Iowa State University   2008 — 2013
Bachelor of Fine Arts (BFA), Graphic Design, Political Science

Duchesne Academy of the Sacred Heart   2004 — 2008

Elisa Ghisellini Elisa Ghisellini Greater Minneapolis-St. Paul Area Details
Elisa Ghisellini's Whitebox Advisors LLC Experience June 2010 - Present
Job Corporate Event Planner and Marketing Coordinator
Industry Financial Services
Experience
Whitebox Advisors LLC   June 2010 - Present
CHS, Inc.   June 2008 - May 2010
Minnesota Trading Corp   January 2007 - May 2008
Greens Service Company   April 2006 - September 2006
Fondazione Bano Palazzo Zabarella (Palazzo Zabarella Foundation)   January 2005 - June 2005

Skills
Budgets, Public Relations, Customer Service, Spanish, Management, Event Planning, Marketing Communications, Logistics, Strategic Planning, Negotiation, Marketing, Budgeting, PowerPoint, Event Management, Customer Relations, Multicultural, Italian, Access, Vendor Management, Microsoft Excel, Microsoft Word, Administration, Latin America, Multilingual, Portuguese, Word, Excel, Microsoft Office

Education
University of St. Thomas - Opus College of Business   2013 — 2013
Mini Master of Financial Management, Finance and Financial Management Services

Bethel University   2006 — 2008
Master of Arts (M.A.), Communication, 3.64 (GPA)

Università degli Studi di Ferrara   2000 — 2005
Bachelor of Arts (B.A.) - Cultural Tourism Operator, Tourism-Economics, Magna Cum Laude Graduate 2005

Jake Reichert Jake Reichert Greater Minneapolis-St. Paul Area Details
Jake Reichert's Whitebox Advisors LLC Experience July 2013 - March 2014
Job Director of Operations at O'BrienStaley Partners
Industry Investment Management
Experience
O'Brien-Staley Partners   September 2014 - Present
Whitebox Advisors LLC   July 2013 - March 2014
CarVal Investors  May 2007 - March 2012
Cargill  March 2006 - May 2007
Carlson Companies  October 2003 - March 2006
The Maintenance Team, Inc   June 2002 - October 2003

Skills
Hedge Funds, Financial Modeling, Financial Analysis, Valuation, Accounting, Financial Reporting, Corporate Finance, Cash Management, Asset Management, Account Reconciliation, Portfolio Management, Consolidation, Asset Managment, GAAP, SEC reporting, Currency, Variances, Reconciliation, Equities, Asset, Due Diligence, Cash Flow, Hedging, Capital, Debt, Accruals, Funding, Investments, Private Equity, Analysis, Options, Risk, Compliance

Education
Saint Mary's University of Minnesota   1998 — 2002
BS, Accounting

Sheboygan North High School   1995 — 1998

Ellen Apel Ellen Apel Minneapolis, Minnesota Details
Ellen Apel's Whitebox Advisors LLC Experience 2014 - 2014
Job Marketing and Communications
Industry Marketing and Advertising
Experience
Whitebox Advisors LLC   2014 - 2014
Veritas Marketing, LLC   2013 - 2014
Nice Ride Minnesota  2011 - 2012
Apel Consulting   2008 - 2011
Creatis  2003 - 2009

Skills
Social Media, Event Management, Event Planning, Strategic Planning, Fundraising, Marketing Strategy, Advertising, Media Relations, Facebook, Editing, Events, Nonprofits, Social Media Marketing, Corporate Communications, Internal Communications, Copywriting, New Business Development, Budgeting, Negotiation, Account Management, Press Releases, Newsletters, Community Relations, PowerPoint, Word, Excel, Strategic Communications, Adobe Creative Suite, Performing Arts, Acting, Theatre

Education
Southern Methodist University
Bachelor of Fine Arts (B.F.A.), Theater

Jonathan Oxman Jonathan Oxman New York, New York Details
Jonathan Oxman's Whitebox Advisors LLC Experience June 2011 - August 2011
Job Associate Analyst at MasterCard
Industry Information Technology and Services
Experience
MasterCard  August 2012 - Present
Morgan Stanley  June 2012 - August 2012
Whitebox Advisors LLC   June 2011 - August 2011

Skills
Business Process, Competitive Analysis, Business Intelligence, Consulting, Financial Services, Product Management, Wealth Management, Business Strategy, Business Process..., Analytics, Strategy, Business Analysis, Process Improvement, Management Consulting, Segmentation, Business Development, Project Management, Data Analysis, Financial Modeling, Program Management

Education
University of Pennsylvania   2008 — 2012
Bachelor of Arts (B.A.), Economics and Psychology, Cum Laude

St. Louis Park High School   2003 — 2007
High School Diploma

Scott Specken Scott Specken Greater Minneapolis-St. Paul Area Details
Scott Specken's Whitebox Advisors LLC Experience September 2013 - Present
Job Fund Analyst/Trade Assistant at Whitebox Advisors LLC
Industry Investment Management
Experience
Whitebox Advisors LLC   September 2013 - Present
Värde Partners  December 2012 - September 2013
Värde Partners  December 2007 - December 2012
Varde Partners  July 2007 - December 2007

Skills
Trading, Investments, Financial Analysis, Analysis, Due Diligence, Hedge Funds, Corporate Finance, Financial Modeling, Valuation, Portfolio Management, Asset Management, Settlement, Microsoft Excel

Education
Saint John's University   2003 — 2007
B.A., Management; Economics

Zhanjiang Normal University   2006 — 2006
N/A, Chinese Studies

Hopkins High School

Michael Porcelli Michael Porcelli Greater New York City Area Details
Michael Porcelli's Whitebox Advisors LLC Experience September 2013 - Present
Job Regional Vice President at Whitebox
Industry Financial Services
Experience
Whitebox Advisors LLC   September 2013 - Present
BlackRock  May 2011 - August 2013
BlackRock  March 2010 - April 2011
BlackRock  July 2008 - February 2010

Skills
Mutual Funds, Alternative Investments, Series 7, ETFs, Asset Allocation, Separately Managed..., Investment Advisory, Fixed Income, Series 63, Hedge Funds, Equities, Investment Strategies, Asset Management, Securities, Investments, Wealth Management, Bloomberg

Education
Baruch College, City University of New York (CUNY)   2004 — 2008
Bachelors, Finance

Xaverian High School   2000 — 2004

Joseph Gilbertson Joseph Gilbertson Minneapolis, Minnesota Details
Joseph Gilbertson's Whitebox Advisors LLC Experience December 2013 - August 2015
Job Trading Assistant at Whitebox Advisors
Industry Investment Management
Experience
Whitebox Advisors LLC   December 2013 - August 2015
Robert Half Finance & Accounting  September 2013 - October 2013
New Penn Financial, LLC  January 2013 - September 2013
Ameriprise Financial Services, Inc.   June 2012 - October 2012

Skills
Financial Markets, Financial Advisory, Securities, Series 7, Series 63, International Finance, Finance, Financial Analysis, Investments, Strategic Financial..., Portfolio Management, Capital Markets, Microsoft Excel, Customer Service

Education
St. Cloud State University   2007 — 2012
Bachelor of Science (B.S.), Finance

QUT   2010 — 2010

Julie von Arx Julie von Arx Greater Minneapolis-St. Paul Area Details
Julie von Arx's Whitebox Advisors LLC Experience July 2005 - February 2009
Job RCA Consultant, AVP US Bancorp
Industry Financial Services
Experience
US Bancorp  October 2011 - Present
Whitebox Advisors LLC   July 2005 - February 2009
U.S. Bancorp Asset Management (FAF Advisors)   January 2001 - June 2005
RBCDain Rauscher   March 2000 - December 2001
IAI  1995 - 1999

Skills
Hedge Funds, AML

Education
Metropolitan State University   1992 — 1995
BS, Accounting

University of St. Thomas

Daniel Maki, CFA Daniel Maki, CFA Duluth, Minnesota Area Details
Daniel Maki, CFA's Whitebox Advisors LLC Experience July 2014 - March 2015
Job Ascential Wealth Advisors
Industry Investment Management
Experience
Ascential Wealth Advisors, an independent firm   March 2015 - Present
Whitebox Advisors LLC   July 2014 - March 2015
Waterstone Capital Managements, L.P.   June 2008 - June 2014
UBS Wealth Management  May 2007 - May 2008

Education
University of Minnesota-Duluth   2004 — 2008
Bachelor's Degree, Financial Markets Finance

Eddie Phillips Eddie Phillips Greater Minneapolis-St. Paul Area Details
Eddie Phillips's Whitebox Advisors LLC Experience March 2014 - Present
Job Portfolio Manager at Whitebox Advisors LLC
Industry Financial Services
Experience
Whitebox Advisors LLC   March 2014 - Present
Aerwulf Asset Management   September 2012 - March 2014
Interlachen Capital Group  November 2005 - September 2012
EBF & Associates  July 2003 - July 2005
KeyCorp  February 2001 - July 2003
KeyCorp  April 1997 - February 2001
NationsBank, New York   November 1993 - November 1996
First Chicago  January 1990 - October 1993
Salomon Brothers  July 1987 - November 1989

Skills
Fixed Income, Proprietary Trading, Derivatives, Bonds, Options, Currency

Education
CFA Charterholder   2003 — 2005

New York University   1995 — 1996
Non-Degree Graduate Studies, Statistics

The University of Chicago   1991 — 1993
"Graduate Student at Large" Program, Statistics and Macroeconomics

Salomon Brothers Sales and Trading Training Program   1988 — 1989

University of Notre Dame   1983 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General, Magna Cum Laude

chris bemis chris bemis Greater Minneapolis-St. Paul Area Details
chris bemis's Whitebox Advisors LLC Experience 2015 - Present
Job Head of Quantitative Analysis and Research at Whitebox Advisors
Industry Financial Services
Experience
Whitebox Advisors LLC   2015 - Present
Whitebox Advisors  2007 - Present
University of Minnesota  2008 - Present
GMAC-RFC  2005 - 2006

Skills
Investments, Portfolio Optimization, Optimization, Quantitative Modeling, Quantitative Finance, Portfolio Management, Equities, Statistics, Financial Modeling, Finance, Derivatives, Portfolio Strategy

Education
University of Minnesota-Twin Cities   2002 — 2007
PhD, Applied Math

University of Minnesota-Twin Cities   1999 — 2001
B.S., Mathematics

Colorado College   1997 — 1998

Spencer Noah Spencer Noah Austin, Texas Details
Spencer Noah's Whitebox Advisors LLC Experience August 2013 - Present
Job Structured Products at Whitebox Advisors
Industry Investment Management
Experience
Whitebox Advisors LLC   August 2013 - Present
Raymond James  August 2006 - August 2013

Education
University of Northern Colorado   2002 — 2006
BS, Finance

Nicholas Weiszhaar Nicholas Weiszhaar Minneapolis, Minnesota Details
Nicholas Weiszhaar's Whitebox Advisors LLC Experience February 2014 - Present
Job Operations Manager
Industry Financial Services
Experience
Whitebox Advisors LLC   February 2014 - Present
Columbia Management  February 2011 - February 2014
Citigroup  June 2010 - February 2011
Franklin Templeton Investments  May 2007 - June 2010
RBC Dain Rauscher Inc  January 2005 - May 2007

Skills
Mutual Funds, Equities, Fixed Income, Securities, Trading, Portfolio Management, Investment Management, Investments, Alternative Investments, Retirement Planning, Customer Service, Project Management, Process Engineering, Separately Managed..., Wealth Management, Asset Managment, Asset Allocation, Bloomberg, Investment Strategies, Investment Advisory

Education
Nova Southeastern University   2008 — 2010
MBA, Business Administration

St. Cloud State University

William R. Johnson William R. Johnson Sarasota, Florida Area Details
William R. Johnson's Whitebox Advisors LLC Experience January 2005 - January 2006
Job Board of Directors at Arctaris Capital
Industry Financial Services
Experience
Arctaris Capital  June 2013 - Present
Wodehouse investments   January 2004 - Present
Money Show   March 2014 - Present
JFP LLC   January 1990 - Present
Money Show   January 2005 - January 2008
Whitebox Advisors LLC   January 2005 - January 2006
Spanish point   January 2001 - January 2002
Trade Tech   January 1996 - January 2001
KA  January 1995 - January 1998
Trader CBOE   January 1979 - October 1992

Skills
Investments, Equities, Hedge Funds, Asset Managment, Strategic Planning, Asset Management, Finance, Electronic Trading, Alternative Investments, Entrepreneurship, Securities, Trading, Options, Derivatives, Real Estate, Hedging, Private Equity, Management, Valuation, Mergers & Acquisitions, Due Diligence, Portfolio Management, Financial Modeling, Capital Markets, Venture Capital, Fixed Income, Investment Banking, Asset Allocation, Financial Structuring, Bloomberg, Investment Management, Financial Markets, Risk Management, Financial Analysis, Private Placements, Mutual Funds, Investment Strategies, Investor Relations, Series 7, Fund Of Funds, Funding, Investment Advisory

Education
University of Michigan   1976 — 1980
Bachelor of Arts (B.A.), English political science

Rocky Mountain College

Brent Bertsch Brent Bertsch Greater Minneapolis-St. Paul Area Details
Brent Bertsch's Whitebox Advisors LLC Experience October 2013 - Present
Job Director of Trading Operations at Whitebox Advisors LLC
Industry Investment Management
Experience
Whitebox Advisors LLC   October 2013 - Present
Varde Partners  June 2013 - October 2013
Allianz  November 2011 - June 2013
Concordance Capital Management   September 2010 - November 2011
Varde Partners  March 2009 - August 2010
Deephaven Capital Management  September 2000 - March 2009
Wells Fargo  July 1999 - August 2000

Skills
Hedge Funds, Alternative Investments, Bloomberg, Equities, Fixed Income, Derivatives, Trading, Securities, Asset Allocation, Portfolio Management, Capital Markets, Options, Equity Derivatives, Investments, Asset Management, Hedging, Private Equity, Swaps, Series 7, Investment Strategies, Trading Systems, Investment Management, Series 63, Valuation

Education
University of Minnesota-Twin Cities   1995 — 1999

David Jonas David Jonas Greater New York City Area Details
David Jonas's Whitebox Advisors LLC Experience May 2014 - Present
Job Senior Managing Director at Whitebox Advisors LLC
Industry Investment Management
Experience
Whitebox Advisors LLC   May 2014 - Present
Whitebox Advisors LLC   October 2013 - May 2014
Finisterre Capital   January 2008 - August 2013
Van Eck Global  November 2004 - July 2006
PanAgora Asset Management  May 2000 - October 2004
Neuberger Berman  June 1994 - May 2000
Morgan Stanley  September 1989 - August 1992

Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Asset Management, Asset Managment, Mutual Funds, Portfolio Management, Bonds, Investment Management, Investment Strategies, Equities, Fund Of Funds, Investments, Series 63, Securities, Series 7

Education
Columbia University - Columbia Business School   1992 — 1994
MBA, Finance & Management of Organizations

Wesleyan University   1986 — 1989
BA, Government

Jon Olstein Jon Olstein Greater New York City Area Details
Jon Olstein's Whitebox Advisors LLC Experience January 2014 - June 2015
Job Managing Director at Investcorp
Industry Financial Services
Experience
Investcorp  July 2015 - Present
Whitebox Advisors LLC   January 2014 - June 2015
Waterstone Capital Management  2010 - 2014
Deustche Bank  2004 - 2010
Victoire Capital LLC   1998 - 2004
PaineWebber  1992 - 1998

Skills
Alternative Investments, Hedge Funds

Education
Denison University   1987 — 1991
BA

Trinity Pawling

Mark Strefling Mark Strefling Greater Minneapolis-St. Paul Area Details
Mark Strefling's Whitebox Advisors LLC Experience February 2008 - Present
Job General Counsel and Chief Operating Officer at Whitebox Advisors, LLC
Industry Investment Management
Experience
Whitebox Advisors, LLC  February 2008 - Present
Faegre & Benson LLP  March 1999 - February 2008

Skills
Hedge Funds, Compliance

Education
University of Minnesota - Carlson School of Management   1997 — 1999
MBA, Finance

Creighton University School of Law   1991 — 1997
JD, Law

University of St. Thomas   1987 — 1991
BA, Accounting, Finance

Matt Linebaugh Matt Linebaugh Greater Minneapolis-St. Paul Area Details
Matt Linebaugh's Whitebox Advisors LLC Experience March 2014 - Present
Job Senior Software Developer at Whitebox Advisors LLC
Industry Investment Management
Experience
Whitebox Advisors LLC   March 2014 - Present
Aerwulf Asset Management   September 2012 - February 2014
Interlachen Capital Group  May 2008 - August 2012
EBF & Associates  July 2003 - May 2008
MTS Systems  May 1998 - July 2003

Skills
C#, Software Engineering, Software Design, .NET, SQL, Agile Methodologies, C++, VB.NET, Windows Azure, jQuery, ASP.NET MVC, Cryptography, Design Patterns, C, Oracle, WPF, Microsoft SQL Server, Office 365, Business Continuity, Arduino

Education
University of Kentucky   1993 — 1998
Master's degree, Business Administration and Management, General

University of Kentucky   1993 — 1998
Bachelor of Science (BS), Mechanical Engineering

Sean Russell Sean Russell Austin, Texas Details
Sean Russell's Whitebox Advisors LLC Experience November 2012 - Present
Job Senior Portfolio Manager at Whitebox Advisors LLC
Industry Investment Management
Experience
Whitebox Advisors LLC   November 2012 - Present
Ziff Brothers Investments  June 2010 - November 2012
RBS Greenwich Capital  June 2005 - August 2009

Skills
Portfolio Management, Muni Credit, Distressed Debt, Rates, Special Situations, Options, Sovereign Debt, Tail Hedging, Proprietary Trading, Fixed Income

Education
The University of Texas at Austin - Red McCombs School of Business   2009 — 2011
MBA

Loyola College in Maryland   2001 — 2005
BA, cum laude

Darien High School

International School of Brussels

wei quan wei quan Greater Minneapolis-St. Paul Area Details
wei quan's Whitebox Advisors LLC Experience November 2014 - Present
Job Lead Developer Risk Management at Whitebox Advisors LLC
Industry Computer Software
Experience
Whitebox Advisors LLC   November 2014 - Present
Pine River Capital Management  July 2011 - October 2014
Pine River Capital Management  October 2009 - July 2011
Vital Images  May 2007 - October 2009
Metso Automation  May 2004 - May 2007
Invensys  May 2000 - May 2004

Skills
C#, .NET, Web Services, Microsoft SQL Server, C++, Design Patterns, Software Engineering, Python, Object Oriented Design, WCF, UML, SQL, Distributed Systems, WPF, STL, Software Design, VBA, MySQL

Education
University of Idaho   2000 — 2003
MS, Computer Science

University of Idaho   1998 — 2001
MS, Chemical Enginnering

Tianjin University   1995 — 1998
MS, Chemical Enginnering

Tianjin University   1989 — 1993
BS, Chemical Enginnering

Nick Losey Nick Losey Austin, Texas Details
Nick Losey's Whitebox Advisors LLC Experience August 2015 - Present
Job Portfolio Manager at Whitebox Advisors
Industry Financial Services
Experience
Whitebox Advisors LLC   August 2015 - Present
White Oak Global Advisors  2011 - 2015
Armatura Capital Management   2009 - 2011
Highland Capital Management  2005 - 2009
Salomon Smith Barney  2001 - 2003
Bear Stearns  2001 - 2001

Education
Southern Methodist University - Cox School of Business   2003 — 2005
Master of Business Administration

University of Oklahoma   1997 — 2001
Bachelor of Business Administration

Jeanie Carr, CPSR, AIAM, CISR Jeanie Carr, CPSR, AIAM, CISR Orlando, Florida Area Details
Jeanie Carr, CPSR, AIAM, CISR's Whitebox Advisors LLC Experience December 2010 - October 2011
Job Commercial Lines Property & Casualty
Industry Insurance
Experience
Marsh & McLennan Agency Florida Region  October 2013 - Present
Highlands Capital Group, Inc   February 2013 - October 2013
Marsh & McLennan Agency  October 2012 - February 2013
BestBlanks.com   January 2012 - August 2012
Whitebox Advisors LLC   December 2010 - October 2011
Whitebox Advisors LLC   January 2008 - December 2010

Skills
MS Office, Customer Service, Team Player, Excel (Spreadsheets,..., Access, Quickbooks, Accounts Payable, Payroll, Account Reconciliation, Spreadsheets, Outlook, Bank Reconciliation, Office Management, Microsoft Office, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Invoicing, Accounts Receivable, Bookkeeping, Financial Reporting, Journal Entries, Administrative..., Financial Statements, ADP Payroll, Office Administration, Insurance, 10 Key

Education
Minnesota School of Business   2008 — 2010
Bachelor of Science (B.S.), Accounting and Business Administration

Central Insurance School
CPSR

Michael Corley Michael Corley Minneapolis, Minnesota Details
Michael Corley's Whitebox Advisors LLC Experience July 2014 - Present
Job OTC Manager at Whitebox Advisors
Industry Financial Services
Experience
Whitebox Advisors LLC   July 2014 - Present
Two Sigma Investments  July 2011 - June 2014
Brookfield Investment Management  February 2008 - July 2011

Skills
Hedge Funds, Derivatives, Bloomberg, Equities, Fixed Income, Commodity

Education
University of Richmond

Megan McCard Megan McCard Minneapolis, Minnesota Details
Megan McCard's Whitebox Advisors LLC Experience August 2007 - November 2012
Job SPV Accountant at Mitsubishi UFJ Securities
Industry Investment Management
Experience
Mitsubishi UFJ Fund Services  November 2012 - Present
Whitebox Advisors LLC   August 2007 - November 2012
Ernst & Young  June 2004 - August 2007

Skills
Account Reconciliation, Asset Management, Auditing, Due Diligence, External Audit, Financial Audits, Financial Statements, GAAP, Hedge Funds, Portfolio Management, SEC filings, Internal Audit

Education
University of Iowa   2002 — 2003
Master's Degree, Accounting

University of Iowa   1999 — 2002
Bachelor's Degree, Accounting

Jonathan Sailer Jonathan Sailer Minneapolis, Minnesota Details
Jonathan Sailer's Whitebox Advisors LLC Experience September 2014 - Present
Job Settlement Specialist at Whitebox Advisors LLC
Industry Financial Services
Experience
Whitebox Advisors LLC   September 2014 - Present
Whitebox Advisors LLC   February 2014 - Present
Nuveen Investments  March 2013 - February 2014
PwC  January 2011 - January 2013
PwC  June 2010 - August 2010

Education
The University of North Dakota   2006 — 2010
Bachelor's degree, Accounting

Daniel Philp Daniel Philp Greater Minneapolis-St. Paul Area Details
Daniel Philp's Whitebox Advisors LLC Experience 2010 - 2012
Job Consultant at Fox Lake Capital
Industry Financial Services
Experience
Fox Lake Capital LLC   2012 - Present
Whitebox Advisors LLC   2010 - 2012
Whitebox Advisors LLC   2009 - 2010
Whitebox Advisors LLC   2008 - 2009
Whitebox Advisors LLC   2007 - 2008

Education
St. John's University   2003 — 2007
Bachelor's degree