Zacks Investment Management

Industry: Company

Description

Founded: 1991 Parent organization: Zacks Investment Research, Inc.

Zacks Investment Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Zacks Investment Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Zacks Investment Management Employees

Employee
Years
Job
Industry
Danielle Dale Danielle Dale Greater Chicago Area Details
Danielle Dale's Zacks Investment Management Experience December 1998 - Present
Job Finance
Industry Financial Services
Experience
Zacks Investment Management   December 1998 - Present

Education
University of Rochester   1994 — 1998
Bachelor of Arts (B.A.), Philosophy

Harvard University   1995 — 1996
Junior Year (Undergrad) -Visiting Scholar Program in Philosophy, Philosophy

Brandon Lukasik Brandon Lukasik Chicago, Illinois Details
Brandon Lukasik's Zacks Investment Management Experience December 2011 - May 2014
Job Trade Advisor at Livingston International
Industry Financial Services
Experience
Livingston International  June 2014 - Present
Zacks Investment Management   December 2011 - May 2014
First United Bank  August 2008 - December 2011

Skills
Sales, Salesforce.com, Management, Securities, Customer Service, Cold Calling, Microsoft Excel, Portfolio Performance..., Investments, Relationship Management, Banking, Finance, PowerPoint, Sales Management, Zephyr Style Advisor, Logistics, Supply Chain, Import Compliance, Import/Export Operations, Marketing

Education
Governors State University   2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance

Ying (Vivian) Liu Ying (Vivian) Liu Chicago, Illinois Details
Ying (Vivian) Liu's Zacks Investment Management Experience August 2011 - September 2013
Job Experienced Portfolio Analyst
Industry Financial Services
Experience
Bank of America Merrill Lynch  September 2013 - Present
Zacks Investment Management   August 2011 - September 2013
Heidrick & Struggles  September 2010 - March 2011

Skills
Quantitative Analytics, VBA, Bloomberg, Equities, Matlab, Investment Strategies, SAS, Asset Management, C++, SQL, ETFs, Fixed Income, Investment Management, Asset Managment, Financial Analysis, Statistics, Portfolio Management, Derivatives, Investment Banking, Equity Derivatives, Analysis, Investments, Economics, Risk Management

Education
Illinois Institute of Technology   2009 — 2011
Master of Science (M.S.), Finance, 3.82/4.0

Xiamen University   2005 — 2009
Bachelor of Engineering (B.Eng.), Mechatronics, Robotics, and Automation Engineering, 3.6/4.0

Xiamen University   2005 — 2009
Bachelor of Arts (B.A.), Economics, 3.9/4.0

Nathan Griffith Nathan Griffith Greater Chicago Area Details
Nathan Griffith's Zacks Investment Management Experience May 2015 - Present
Job Wealth Management Associate at Zacks Investment Management
Industry Commercial Real Estate
Experience
Zacks Investment Management   May 2015 - Present
Inland American Real Estate  August 2014 - April 2015
Principal Global Investors  January 2012 - August 2012
Buffalo Wild Wings  March 2011 - February 2012
Griffith Lawn Care   March 2007 - March 2011
Hunziker Christy Shirk   February 2009 - September 2009
Ames Tribune  August 2005 - August 2009

Skills
Microsoft Excel, Finance, Portfolio Management, Investments, Financial Reporting, Argus, DYNA, OnBase, MRI, Financial Modeling, Financial Analysis, Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., International Business, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Valuation, Market Research

Education
Iowa State University   2010 — 2014
Bachelor of Science, Finance/ International Business

University of Newcastle   2013 — 2013
Bachelor of Science (B.S.), Finance

Ames High School   2005 — 2009

Neal Tourdo Neal Tourdo Tampa, Florida Details
Neal Tourdo's Zacks Investment Management Experience 2014 - Present
Job Director, Institutional Sales and Service at Zacks Investment Management
Industry Investment Management
Experience
Zacks Investment Management   2014 - Present
Financial Industry Regulatory Authority  1994 - Present
Mastrapasqua Asset Management  August 2007 - January 2014
Accessor Capital Management  2005 - 2007
Russell Investments  2001 - 2005
Eagle Asset Management  March 1999 - November 2001
Pritchard,Hubble & Herr   1994 - 1999
Gruntal  1993 - 1994
Merrill Lynch  1989 - 1993
ATP Tour, Inc.   1985 - 1989

Skills
Asset Management, Institutional, Retail, FINRA, Alternative Investments, Asset Allocation, Series 7, Investments, Investment Advisory, Wealth Management, Mutual Funds, Financial Services, Financial Advisory, Investment Management, Portfolio Management, Retirement, Investment Strategies

Education
University of New Orleans   1980 — 1985
BS, Business Admin, Marketing

Hayward Roy Hayward Roy Greater Chicago Area Details
Hayward Roy's Zacks Investment Management Experience July 2004 - September 2007
Job Vice President of Land Acquisitions at GG Land Group, LLC
Industry Investment Banking
Experience
GG Land Group, LLC   February 2013 - Present
Advanced Equities  August 2007 - November 2012
US Navy - Naval Mobile Construction Battalion   December 2001 - December 2008
Zacks Investment Management   July 2004 - September 2007
Banc of America Investments  November 2002 - June 2004

Skills
Alternative Investments, Investment Banking, Customer Service, Portfolio Management, Investment Advisory, Investment Analysis, Real Estate Private..., Fixed Income, Managed Money, Valuation, Securities, Equities, Finance, Investment Management, Options, Private Equity, Venture Capital

Education
New Horizons Learning Center   2014 — 2014
Lean Six Sigma Green Belt Certification

University of Central Arkansas   1991 — 1996
Business, Finance

Susan Palacios, CFA Susan Palacios, CFA Little Rock, Arkansas Area Details
Susan Palacios, CFA's Zacks Investment Management Experience 1996 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
McDonald's Corporation  November 2014 - Present
Pipeline Trading Systems   April 2007 - December 2011
Loop Capital Markets  2005 - April 2007
Harris Investment Management  1998 - 2004
Zacks Investment Management   1996 - 1998
ZPR Investment Management   1992 - 1995

Skills
Equity Trading, Equities, Trading, Bloomberg

Education
University of Chicago   1999 — 2002
MBA, Finance

Stetson University   1989 — 1992
Bachelor of Business Administration (B.B.A.), Investments

Hui (Janet) Li Hui (Janet) Li Chicago, Illinois Details
Hui (Janet) Li's Zacks Investment Management Experience October 2014 - Present
Job Quantitative Analyst at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management   October 2014 - Present
University of Illinois at Urbana-Champaign  January 2014 - May 2014
Illinois Business Consulting  January 2014 - March 2014
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD   August 2012 - December 2012
8090 Hostel   February 2011 - June 2011

Skills
Financial Modeling, Equity Valuation, Financial Analysis, Bloomberg Terminal, Capital IQ, Microsoft Excel, Equity Research, Teamwork, Microsoft Office, Customer Service, Valuation, Corporate Finance, Financial Reporting, Bloomberg, Investments, Portfolio Management

Education
University of Illinois at Urbana-Champaign   2013 — 2014
Master's Degree, Finance, General, 3.95/4.00

Xiamen University   2008 — 2012
Bachelor's Degree, Economics

Xiamen University   2008 — 2012
Bachelor's Degree, Advertising

Michael Broxterman Michael Broxterman Cincinnati, Ohio Details
Michael Broxterman's Zacks Investment Management Experience May 2012 - July 2013
Job Business Development
Industry Financial Services
Experience
Touchstone Investments  April 2014 - Present
Schaeffer's Investment Research  July 2013 - March 2014
Zacks Investment Management   May 2012 - July 2013
Zacks Investment Management   June 2008 - May 2012
Marshall Associates Inc  June 2007 - December 2007
Fidelity Investments  July 2006 - May 2007

Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments

Education
Ohio University   2002 — 2006
Finance, Marketing

Elder

Katie Manion Miller Katie Manion Miller Chicago, Illinois Details
Katie Manion Miller's Zacks Investment Management Experience June 2015 - Present
Job Client Service Associate at Zacks Investment Management
Industry Retail
Experience
Zacks Investment Management   June 2015 - Present
Miller Vintage Chicago   March 2014 - Present
Chicago Architecture Foundation  May 2012 - March 2014
SOS Children's Villages Illinois  April 2011 - November 2011
Bank of America Merrill Lynch  November 2006 - April 2011
Magnetar Capital  April 2005 - November 2006
Jackson Hole Community Counseling Center   1999 - 2004

Skills
Event Planning, Non-profits, Fundraising, Grant Writing, Community Outreach, Research, Nonprofits, Strategic Planning, Project Planning, Volunteer Management, Public Relations, Marketing, Event Management

Education
University of South Carolina-Columbia   1995 — 1999
BA, Psychology

Glenbrook North High School

Kris Ratwani Kris Ratwani Chicago, Illinois Details
Kris Ratwani's Zacks Investment Management Experience May 2013 - Present
Job Wealth Management Associate at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management   May 2013 - Present
Morningstar  May 2011 - April 2012
Ronin Capital  June 2011 - August 2011

Skills
Portfolio Management, Marketing, Mutual Funds, Wealth Management, Product Management, Investment Strategies, Fixed Income, Equities

Education
Loyola University of Chicago   2008 — 2012
B.B.A, Finance

Phillip Schippmann Phillip Schippmann Chicago, Illinois Details
Phillip Schippmann's Zacks Investment Management Experience December 2013 - June 2014
Job Civil Litigation Attorney
Industry Law Practice
Experience
Robert Half Legal  August 2014 - Present
Zacks Investment Management   December 2013 - June 2014
Phillips, Spallas & Angstadt LLP   June 2012 - August 2013
Kern, Noda, Devine & Segal   December 2011 - April 2012
Levin & Simes   October 2011 - October 2011
Bryant Street Law Offices   May 2010 - August 2010
UCLA Graduate School of Education & Information Studies  September 2004 - June 2008
Boardwalk Realty  September 2003 - September 2004
IES Abroad  March 2001 - September 2002

Skills
Legal Research, Litigation, Document Review, Legal Writing, Trials, Civil Litigation, Westlaw, Criminal Defense, Lexis, Courts, Civil Rights, Hearings, Legal Assistance, Depositions

Education
Golden Gate University, School of Law   2008 — 2011
J.D., Litigation

Southern Illinois University, Carbondale   1996 — 2000
Bachelor of Arts (BA), Mass Communication/Media Studies

Luther High School North

Rob Patti Rob Patti Greater Atlanta Area Details
Rob Patti's Zacks Investment Management Experience January 2007 - December 2012
Job Private Wealth Manager/Partner at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners  December 2012 - Present
Zacks Investment Management   January 2007 - December 2012
SNP Financial Group   February 2000 - December 2006
Morgan Stanley Dean Witter  May 1997 - January 2000

Skills
Estate Planning, Financial Planning, Asset Management, Income Generation, Investments, Wealth Management, Retirement Planning, Annuities, Retirement, Insurance, Portfolio Management, Investment Advisory, Series 7, Mutual Funds, 401k, Wealth, Investment Strategies, Securities, Equities

Education
University of Pennsylvania - The Wharton School   2012 — 2012
Certified Investment Management Analyst, CIMA

Oglethorpe University   2001 — 2002
Robert Patti, CFP®, CFP

Jacksonville State University   1993 — 1997
Bachelor of Science, Finance

Sprayberry High School   1989 — 1993

Eric Erway, CFA, CFP® Eric Erway, CFA, CFP® Greater Chicago Area Details
Eric Erway, CFA, CFP®'s Zacks Investment Management Experience January 2015 - Present
Job Managing Director, Institutional Sales & Services at Zacks Investment Management
Industry Investment Management
Experience
Zacks Investment Management   January 2015 - Present
Zacks Investment Management   May 2012 - January 2015
Zacks Investment Management   May 2008 - May 2012
Claymore Securities  February 2005 - April 2008

Skills
Alternative Investments, Wealth Management, Equities, Investment Management, Bloomberg, Capital Markets, Portfolio Management, Series 7, Asset Managment, Asset Allocation, Mutual Funds, Investment Strategies, Investments, Investment Advisory, Valuation, ETFs, Asset Management

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2011
MBA, Concentration in Finance

Purdue University
Bachelor of Arts, Communications

Jennifer Karum Jennifer Karum Chicago, Illinois Details
Jennifer Karum's Zacks Investment Management Experience June 2015 - September 2015
Job Lead Generation Manager within @Properties
Industry Real Estate
Experience
MKT Properties   September 2015 - Present
Zacks Investment Management   June 2015 - September 2015
Instant Technology  June 2013 - July 2014
Instant Technology  March 2013 - February 2014
InnerWorkings & Mark Goodman & Associates   January 2012 - February 2013
ADP  October 2010 - December 2011
Konica Minolta (Imagetec - arm of KMBS)   May 2010 - September 2010
Konica Minolta  May 2008 - September 2010
Colorado Technical University-online  August 2006 - March 2008

Skills
Complex Customer..., Cold Calling, Gaining Access, RFP preparation, CRM software, SAP, Salesforce.com, Lease Negotiation, Mentoring, Training & Development, Organizational..., Relationship Management, SaaS, Employee Relations, Account Management, CRM, Negotiation, Consultative Selling..., Strategic Selling, Major Account Management, Human Capital, HRIS, Sales, Time Management, BPO, Employee Training, Customer Service, Lease Negotiations, RFP, Sales Management, Lead Generation, Sales Presentations, Selling, Leadership, B2B, Business Development, Strategy, Training, Management, New Business Development, Human Resources, Contract Negotiation, Talent Management, Team Building, Interviews, Marketing Strategy, Networking, Strategic Planning, Cloud Computing, Consultative Selling

Education
Ohio Wesleyan University   2000 — 2005
B.A, Psych/Theatre

New Trier   1996 — 2000

Jin-Tae Kim, CFA Jin-Tae Kim, CFA Chicago, Illinois Details
Jin-Tae Kim, CFA's Zacks Investment Management Experience May 2011 - January 2015
Job Senior Quantitative Analyst at Green Plains, Inc. (Nasdaq: GPRE)
Industry Investment Management
Experience
Green Plains, Inc. (Nasdaq: GPRE)   February 2015 - Present
Zacks Investment Management   May 2011 - January 2015
Research and Trade, LLC.   March 2009 - April 2011
Claymore Securities  January 2006 - October 2008
Zacks Investment Management / Research.   October 1998 - January 2006

Skills
Equity Research, Alternative Investments, Hedge Funds, Bloomberg, Equity Valuation, Valuation, Portfolio Management, Investment Research, Trading, Investments, ETFs, Mutual Funds, Derivatives, Investment Management, Mergers & Acquisitions, Quantitative Analytics, Investment Strategies

Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Electrical Engineering

Western Illinois University
Master of Business Administration (M.B.A.), Finance

Steve Uhen Steve Uhen Orlando, Florida Details
Steve Uhen's Zacks Investment Management Experience March 2012 - September 2014
Job Vice President at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners  August 2015 - Present
Franklin Square Capital Partners  September 2014 - August 2015
Zacks Investment Management   March 2012 - September 2014
Zacks Investment Management   May 2008 - March 2012
Zacks Investment Management   October 2007 - May 2008
JKV Global   April 2007 - October 2007

Skills
Mutual Funds, FINRA, Series 7, Alternative Investments, Series 63, Equities, Wealth Management, Investments, Asset Allocation, Securities, Portfolio Management, Series 3, Series 6, Separately Managed..., Series 65, Wholesale, ETFs, Investment Advisory, Financial Advisory, Retirement Planning, Asset Management, Investment Strategies, Trading, Hedge Funds

Education
Regis University   1998 — 2002
BS, Finance, Marketing

wheaton north

Chris Winiarz Chris Winiarz San Francisco Bay Area Details
Chris Winiarz's Zacks Investment Management Experience May 2003 - June 2005
Job Investment Officer at University of California
Industry Investment Management
Experience
University of California  September 2012 - Present
University of San Francisco  October 2014 - Present
Archstone Portfolio Solutions   September 2011 - October 2012
Harbor Capital Advisors, Inc.   April 2007 - September 2011
National Futures Association  June 2005 - April 2007
Zacks Investment Management   May 2003 - June 2005

Education
Northwestern University - Kellogg School of Management
MBA, Finance

Loyola University of Chicago
BBA, Finance and Economics

Mike Castino Mike Castino Naperville, Illinois Details
Mike Castino's Zacks Investment Management Experience May 2011 - December 2012
Job Senior Vice President, Business Development at U.S. Bancorp Fund Services
Industry Financial Services
Experience
USbancorp Fund Services LLC   August 2013 - Present
U.S. Bank   December 2012 - Present
Zacks Investment Management   May 2011 - December 2012
Marco Polo Network  October 2009 - May 2011
Claymore Securities (now Guggenheim Funds Distributors)   May 2005 - October 2008
Fisher Investments  March 2007 - May 2007
Janestreet Capital, LLC   August 2003 - October 2005
self-employed  February 1993 - June 2003

Skills
Equities, ETFs, Trading, Derivatives, Emerging Markets, Series 63, Technical Analysis, Proprietary Trading, Electronic Trading, Asset Management, Financial Markets, Investment Strategies, Asset Allocation, Series 7, Unit Investment Trusts, Futures, Operations Management, New Business Development, Asset Managment, Investment Management, Bonds, Options, Mutual Funds, Financial Services, Securities, Hedge Funds, FINRA, Bloomberg, Fixed Income, Trading Systems, Portfolio Management, Financial Advisory, Series 24, Capital Markets, Wealth Management

Education
Illinois State University   1985 — 1989
BA

Emmett Walsh Emmett Walsh Houston, Texas Details
Emmett Walsh's Zacks Investment Management Experience January 2008 - January 2010
Job MBA Jones Graduate School of Business, Rice University, Class of 2014
Industry Oil & Energy
Experience
Salient Partners  September 2014 - Present
Barrington Strategic Wealth Management Group LLC   January 2010 - January 2012
Zacks Investment Management   January 2008 - January 2010
RNA Trading   January 2006 - January 2008

Skills
Financial Analysis, Valuation, Trading, Portfolio Management, Derivatives, Equities, Bloomberg, Investments, Securities, Options, Alternative Investments, Asset Management, Asset Allocation, Hedge Funds, Mutual Funds

Education
Rice University - Jesse H. Jones Graduate School of Business   2012 — 2014
Master of Business Administration (MBA), Finance and Energy

University of Illinois   2002 — 2006
Bachelor of Arts, Economics

GBN

Junjie Ji Junjie Ji Greater Chicago Area Details
Junjie Ji's Zacks Investment Management Experience October 2013 - Present
Job Quantitative Analyst at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management   October 2013 - Present
Illinois Institute of Technology  August 2010 - Present
Zacks Investment Research  July 2011 - October 2013
American Library Association  October 2010 - June 2011
Stuart School of Business  August 2009 - June 2010
Shanghai CFETS-ICAP International Money Brokerage Co., Ltd   February 2008 - August 2008
Bank of Communications  May 2007 - September 2007

Skills
Data Modeling, Quantitative Analysis, Trading Strategies, Financial Reporting, Quantitative Analytics, Eviews, R, Matlab

Education
Illinois Institute of Technology   2008 — 2010
Master, Finance

Alex Insley Alex Insley Greater Chicago Area Details
Alex Insley's Zacks Investment Management Experience January 2009 - Present
Job Regional VP, Chicago, Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management   January 2009 - Present
Fisher Investments  July 2007 - December 2008
Fifth Third Asset Management  February 2000 - June 2007
BISYS Fund Services  June 1998 - January 2000
BISYS Fund Services  July 1997 - January 2000

Skills
Series 7, Mutual Funds, Investments, Investment Management, Series 65, Insurance, Wealth Management, Asset Allocation, Securities, Retirement Planning, Investment Advisory, Series 6, Variable Annuities, Separately Managed..., Retirement, 401k, Investment Strategies, Series 24

Education
Penn State University   1985 — 1989
BS, Accounting: Finance, Economics emphasis

Penn State University
Bachelor's of science degree, Accounting and Finance

Tim Harper, MBA Tim Harper, MBA Orlando, Florida Area Details
Tim Harper, MBA's Zacks Investment Management Experience March 2009 - Present
Job Regional Vice President at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management   March 2009 - Present
Ameriprise Financial  September 2003 - March 2009
Kentucky State Board of Accountancy   July 2004 - June 2008
Hilliard Lyons  August 2000 - September 2003
PRP National Bank   October 1999 - June 2000
Republic Bank  February 1996 - October 1999
JP Morgan Chase  October 1988 - February 1996

Skills
Strategic Financial..., Business Development, Investment Management, Loans, Estate Planning, Retirement Planning, Insurance, Financial Analysis, Retirement, Investments, Managerial Finance, Risk Management

Education
University of Louisville   1996 — 1999
MBA, Entrepreneurship

Western Kentucky University   1983 — 1988
BA, Political Science and Communications (double major)

Western Kentucky University   1983 — 1986
AA, Banking

Caverna High School   1979 — 1983

Rashid Kourany Rashid Kourany Indianapolis, Indiana Area Details
Rashid Kourany's Zacks Investment Management Experience 2005 - Present
Job Regional Vice President at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management   2005 - Present
Charles Schwab  1999 - 2005
40/86 Advisors  1996 - 1999

Education
University of Indianapolis - School of Business   1998 — 2000
Master's, Business

Indiana University Bloomington   1988 — 1993
Bachelor's

Paul Abdenour Paul Abdenour Greater Chicago Area Details
Paul Abdenour's Zacks Investment Management Experience June 2005 - September 2006
Job Vice President Business Development
Industry Financial Services
Experience
Wilshire Associates  February 2013 - Present
Clark Capital Management Group  July 2009 - February 2013
Global Capital Management   January 2009 - June 2009
UBS  September 2006 - December 2008
Zacks Investment Management   June 2005 - September 2006
Zacks Investment Research  October 2001 - June 2005
Marcus Evans  August 2001 - October 2001

Skills
Territory Planning, Direct Marketing, Key Account Development, Business Development, Managed Money, Asset Allocation, Asset Managment, Investments, Investment Strategies, Financial Advisory, Strategic Financial..., Investment Management, Series 7, Investment Advisory, Wealth Management, Retirement, Retirement Planning, Alternative Investments

Education
University of Michigan   1997 — 2001
Organizational Studies, HIstory

Brother Rice   1993 — 1997

Felix Barraza Felix Barraza Houston, Texas Area Details
Felix Barraza's Zacks Investment Management Experience March 2009 - April 2010
Job Financial Advisor at VALIC
Industry Investment Management
Experience
VALIC  November 2012 - Present
NovoDyn Advisors, LLC   January 2011 - October 2012
TWS Financial, LLC   September 2010 - December 2011
HMB Stonebridge, Inc.   December 2009 - January 2011
Zacks Investment Management   March 2009 - April 2010
Chase Investment Service Corp.   July 2005 - September 2008
Banc One Securities  November 2004 - July 2005
MetLife Securities, Inc. & Metropolitan Life Insurance Company   November 2003 - November 2004
Smith & Associates  September 1999 - November 2003

Skills
Asset Management, Finance, Mutual Funds, Investments, Portfolio Management, Alternative Investments, Series 7, Wealth Management, Investment Strategies, Securities

Education
Sam Houston State University   1997 — 1999
Master of Business Administration, International Business

University of Houston   1995 — 1997
Bachelor of Business Administration, Marketing, Professional Sales

Mac O'Brien Mac O'Brien Greater Chicago Area Details
Mac O'Brien's Zacks Investment Management Experience February 2008 - February 2011
Job Senior Vice President at DCM
Industry Investment Management
Experience
Dearborn Capital Management  December 2010 - Present
Cedar Capital  August 2014 - March 2015
Dearborn Capital Management, LLC  January 2011 - August 2014
Zacks Investment Management   February 2008 - February 2011
Zacks Investment Management   March 2006 - February 2008
Zacks Investment Research  January 2005 - March 2006
Zacks Investment Research  August 2003 - January 2005
Zacks Investment Research  2003 - 2005

Skills
Series 7, Series 65,..., Series 7, Series 63, Investment Management, Mutual Funds, Business Strategy, Asset Allocation, Alternative Investments, Separately Managed..., Investments, Business Development, Series 65, Due Diligence, Asset Management, Investment Advisory, Equities, Investment Strategies, Hedge Funds, FINRA, Portfolio Management

Education
University of Michigan
BA

Notre Dame Prep   1995 — 1999
General Studies

Greg Karolich Greg Karolich Atlanta, Georgia Details
Greg Karolich's Zacks Investment Management Experience March 2015 - Present
Job Vice President | Zacks Investment Management
Industry Investment Management
Experience
Zacks Investment Management   March 2015 - Present
Zacks Investment Management   October 2014 - March 2015
Zacks Investment Management   January 2013 - September 2014
Zacks Investment Management   October 2012 - December 2012
Raymond James Financial Services, Inc.   May 2012 - September 2012
Raymond James Financial Services, Inc.   November 2009 - May 2012

Skills
Mutual Funds, Asset Allocation, Alternative Investments, Financial Services, Separately Managed..., ETFs, Portfolio Optimization, Investment Strategies, Series 7, Series 66, Investments, RIA, Wirehouse, Independent Brokerage, Modern Portfolio Theory, Staff Training, Zephyr Style Advisor, Morningstar Workstation, Salesforce.com, Financial Analysis, Portfolio Management

Education
University of Illinois at Urbana-Champaign   2005 — 2009
B.S., Finance

Paula Sauer Paula Sauer Chicago, Illinois Details
Paula Sauer's Zacks Investment Management Experience
Job Regional Vice President at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management  

Skills
Financial Analysis

Education
DePauw University   1978 — 1982
Bachelor of Arts (B.A.), Economics

David Schmidt, CFA, CAIA David Schmidt, CFA, CAIA Greater Boston Area Details
David Schmidt, CFA, CAIA's Zacks Investment Management Experience January 2014 - December 2014
Job Sr VP, Investments at Martingale Asset Management
Industry Investment Management
Experience
Martingale Asset Management  January 2015 - Present
Zacks Investment Management   January 2014 - December 2014
Self-employed  March 2011 - December 2013
OFI Institutional Asset Management  June 2003 - January 2011
OFI Institutional Asset Management  1998 - June 2003
Trinity Investment Management   July 1994 - June 1998
Trinity Investment Management   August 1988 - July 1993

Skills
Quantitative Analysis, Portfolio Management, Portfolio Optimization, Product Specialist, C++, Innovation, Team Leadership, Financial Modeling, Client Interfacing, Thought Leadership, Monte Carlo Simulation, Equities, Investments, Asset Management, Investment Strategies, Performance Attribution, Quantitative Finance, Asset Managment, Quantitative Analytics, Financial Services, Mutual Funds, Risk Management, Valuation, Investment Management, Risk Analysis, Barra Aegis, Axioma, Quantitative Research, Quantitative Risk, Quantitative Risk..., Quantitative Investing, Sales Presentations, Client Presentation, Presenting to Clients, Product Development, Finance, Alternative Investments, Asset Allocation, Equity Research, Capital Markets, CRM

Education
Penn State University   2012 — 2013
Master of Science (MS), Computer Science

Penn State University   2011 — 2012
Graduate Certificate, Applied Statistics

University of Minnesota-Twin Cities   1991 — 1993
Computer Science

Penn State University   1987 — 1989
Computer Science

Carleton College   1980 — 1984
BA, Mathematics

Robert Coulton Robert Coulton Chicago, Illinois Details
Robert Coulton's Zacks Investment Management Experience March 2012 - August 2013
Job Head of Private Client Distribution at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors  September 2013 - Present
Zacks Investment Management   March 2012 - August 2013
Zacks Investment Management   November 2010 - March 2012
Zacks Investment Management   October 2005 - November 2010
Zacks Investment Management   February 2004 - October 2005
Zacks Investment Research  August 2002 - March 2004

Skills
Sales Management, Direct Marketing, Email Marketing, Marketing Management, New Business Development, Marketing Strategy, Series 7, Series 65, Investments, Asset Management, Management, Financial Services, Wealth Management, Portfolio Management, Finance, CRM, Marketing, Business Development

Education
University of Michigan   1998 — 2002
Economics

Neil Fisch, CFP Neil Fisch, CFP Phoenix, Arizona Area Details
Neil Fisch, CFP's Zacks Investment Management Experience 2011 - 2011
Job Managing Partner at National Insurance Partners
Industry Financial Services
Experience
National Insurance Partners   December 2014 - Present
Merrill Edge  August 2013 - December 2014
Valic Financial Advisors  October 2011 - August 2013
Kiwanis Club of Tempe   2009 - 2012
LPL Financial  2001 - April 2011
Zacks Investment Management   2011 - 2011
Zacks Investment Management   2011 - 2011
Zacks Investment Management   2011 - 2011
Zacks Investment Management   2011 - 2011
Morgan Stanley  1993 - 2001

Skills
Wealth Management, Investments, Strategic Financial..., Wealth Management..., Series 7, Finance, Financial Services, Mutual Funds, Retirement Planning, Alternative Investments, Financial Planners, Asset Allocation, Series 63, Investment Advisory, Financial Advisory, Estate Planning, Asset Management, Portfolio Management, Securities, Investment Strategies, Equities, Life Insurance, Retirement, Management

Education
The American College   1998 — 2001
CFP, Financial Planning

Loyola Marymount University   1974 — 1975
Secondary Education

Swarthmore College   1968 — 1972
BA, English Literature

SHS

Michael Balzano III Michael Balzano III Greater Boston Area Details
Michael Balzano III's Zacks Investment Management Experience November 2013 - October 2014
Job Senior Tax Credit & Cost Reduction Advisor at BV Resource Advisors LLC
Industry Financial Services
Experience
BV Resource Advisors LLC   February 2015 - Present
Next Step Living  October 2014 - March 2015
Zacks Investment Management   November 2013 - October 2014
Metlife Resources  November 2009 - November 2013
Bank of America/Merrill Lynch Wealth Management  September 2006 - December 2009
Wachovia Bank  November 2000 - August 2004
Mellon Bank  1997 - 2000

Skills
Retirement Planning, Mutual Funds, Asset Allocation, Financial Advisory, Investment Advisory, Investments, Insurance, Investment Strategies, Wealth, Portfolio Management, Wealth Management, Retirement, Financial Services, Series 6, Series 7, Alternative Investments, Equities, Investment Management, Health Insurance, Finance, Wealth Management..., Capital Markets, Defined Benefit, Financial Markets, Investment Advisory..., Separately Managed..., Employee Benefits, Defined Contribution, Securities, Hedge Funds, Asset Management, IRAs, Relationship Management, Fixed Income, Loans, Financial Modeling, Life & Health Insurance..., Credit, 401k, Financial Analysis, Risk Management, Life Insurance, Financial Planners, Fixed Annuities, Pensions, Strategic Financial..., Bonds

Education
University of Rhode Island   1980 — 1982
BS/BA, Business - Marketing

Richard Carr Richard Carr Manhattan Beach, California Details
Richard Carr's Zacks Investment Management Experience August 2013 - Present
Job Regional Vice President at Zacks Investment Management (Southern California, Nevada & Hawaii)
Industry Investment Management
Experience
Zacks Investment Management   August 2013 - Present
Deutsche Bank Asset Management (DWS Investments)   October 2010 - June 2013
DWS Investments  October 2010 - June 2013
Raymond James Financial Inc.  June 2009 - October 2010
Merrill Lynch  June 2006 - February 2009
Jaguar Land Rover  February 2005 - June 2006

Skills
Strategic Territory..., Product Development, Power Distribution, Investments, Mutual Funds, Asset Management, Retirement Planning, Asset Allocation, Strategic Planning, Asset Managment, Wealth Management, Financial Advisory, Investment Advisory, Banking, Series 63, Bonds, Series 7, Series 6, Portfolio Management, Fixed Income, Strategic Financial..., Investment Strategies, 401k, Alternative Investments, Finance, ETFs, Securities, Insurance, Equities, Structured Products, Retirement, FINRA, Hedge Funds, Financial Services, Separately Managed..., Fixed Annuities, Investment Management, Mortgage Lending, Relationship Management, Financial Markets, Capital Markets, Bloomberg, Credit, Trading, Options, Life Insurance, Investment Banking, Estate Planning, Wealth, Financial Analysis

Education
Deutsche Bank   2011 — 2013
External Wholesaler Training Program (RVP Training), External Sales

ETF Index Universe   2013 — 2013
ETF - Construction - Sales

Joliet Junior College   2002 — 2004
N/A, Marketing/Finance

Minooka   1999 — 2002
General Education, Marketing

Tim Heitman Tim Heitman Frisco, Texas Details
Tim Heitman's Zacks Investment Management Experience June 2015 - Present
Job Regional Vice President of Sales at Zacks Investment Management
Industry Investment Management
Experience
Zacks Investment Management   June 2015 - Present
USA TODAY Sports Images  November 2012 - Present
Dallas Stars  1995 - Present
Seeking Alpha  2012 - 2015
Seeking Alpha  2012 - 2015
Ideas & Insights   January 2014 - June 2014
Investing 501   July 2012 - June 2014
US PRESSWIRE   2007 - November 2012
Manalapan Oracle   February 2008 - June 2012
David Tice Behind the Numbers   1998 - 2008

Skills
Analytical Skills, Report Writing, Annual Reports, Financial Analysis, Economics, Financial Risk, Investments, Investment Strategies, Alternative Investments, Financial Modeling, Financial Markets, Investment Management, Hedge Funds, Photography, Photojournalism, Sports Photography, Event Photography, Digital Photography, Securities, Portfolio Management, Advertising, Valuation, Equities, Asset Management, Trading, Equity Research, Social Media, Capital Markets, Analysis, Private Equity, Leadership, Mutual Funds, Fixed Income, Management, Finance, Competitive Analysis, Bloomberg

Education
Miami University   1979 — 1983
Bachelor of Science (B.S.), Finance, General, 3.04

Miami University   1979 — 1983
Bachelor's of Science Degree -Finance, Accounting and Finance

Roman Kobrin Roman Kobrin Chicago, Illinois Details
Roman Kobrin's Zacks Investment Management Experience September 2014 - Present
Job Investment Consultant at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management   September 2014 - Present
TD Ameritrade  May 2013 - July 2014
TD Ameritrade  April 2013 - May 2013
TD Ameritrade  January 2012 - April 2013
The Heartland Group Financial Strategies, LLC   April 2011 - January 2012
Innovation Group - Innovation Auto   December 2008 - April 2011
ACS Healthcare Solutions  June 2006 - August 2006

Skills
Investments, Analysis, Finance, Auditing, Retirement, Tax, Financial Analysis, Financial Modeling, Holistic Financial..., Protection, Investment Planning, Estate Planning, Sales, Mutual Funds, Investment Advisory..., Separately Managed..., Asset Allocation, Tactical Asset..., Alternative Investments, Wealth Management, Salesforce.com, Consultative Sales..., Experienced Sales..., Financial Markets, Equities, Bonds

Education
Illinois State University   2004 — 2008
BS, Finance

Andrew Wajntraub Andrew Wajntraub Chicago, Illinois Details
Andrew Wajntraub's Zacks Investment Management Experience April 2015 - Present
Job Zacks Investment Management is a Chicagobased investment advisor, managing approx. $4 Billion in client assets.
Industry Financial Services
Experience
Zacks Investment Management   April 2015 - Present
Zacks Investment Management   January 2015 - April 2015
Marketing and Branding Consultant - Financial Services   April 2014 - December 2014
Oak Ridge Investments  June 2011 - March 2014
Chicago Coffees and Teas   November 2009 - May 2011
Gen-T Legacy Institute   July 2008 - August 2009
Wunderkind Group   February 2006 - May 2008
Oak Ridge Investments  February 2002 - July 2005
Morgan Stanley - Graystone Wealth Management Services   May 1999 - February 2002

Skills
Professional..., Strategy, CRM, Integrated Marketing, Investments, Marketing, Business Development, Management, Copywriting, Social Media, Sales, Financial Services, Investment Strategies, Securities, Salesforce.com, Email Marketing

Education
University of Illinois at Chicago
Bachelor of Science (B.S.) in Finance

Nate Gill Nate Gill Chicago, Illinois Details
Nate Gill's Zacks Investment Management Experience May 2014 - Present
Job Wealth Management Associate at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management   May 2014 - Present
Loop Paper Recycling   June 2013 - September 2013
ECO Roof and Solar  August 2012 - September 2012
Dish Network  May 2012 - July 2012
ECO Roof and Solar  August 2011 - April 2012
Robert Half International  April 2011 - January 2012
Cutwater Asset Management  2011 - 2011
UPS  January 2010 - November 2010
Indiana Memorial Union  May 2009 - December 2009
Big Brothers Big Sisters of South Central Indiana  August 2007 - December 2007

Skills
Leadership, Fundraising, Time Management, Negotiation, CRM, Cold Calling, Strategic Planning, Outlook, Management, Sales, Social Media, Social Media Marketing, Customer Service

Education
Indiana University Bloomington   2005 — 2007
B.S., Public Management, Public Affairs, Finance

Ball State University   2002 — 2004
Business, Business Core

Andy Zimmer Andy Zimmer Chicago, Illinois Details
Andy Zimmer's Zacks Investment Management Experience 2002 - 2010
Job Managing Director
Industry Financial Services
Experience
Halverson Group, Inc.   2012 - 2014
Vestor Capital Partners   2010 - 2012
Zacks Investment Management   2002 - 2010

Skills
Investments, Leadership, Wealth Management, Series 24, Series 65, Series 7, Series 63, Alternative Investments, Sales Management, Strategic Planning, Sales and Distribution, Organizational..., P&L Management, Asset Management, Financial Advisory, Investment Management, Securities, Financial Services, Mutual Funds, Strategic Financial...

Education
The University of New Mexico
BA, Magna Cum Laude

Robert Roberts Robert Roberts Greater Chicago Area Details
Robert Roberts's Zacks Investment Management Experience January 2014 - December 2014
Job Managing Consultant at Navigant
Industry Investment Management
Experience
Navigant  November 2014 - Present
Zacks Investment Management   January 2014 - December 2014
Zacks Investment Research  January 2014 - November 2014
FriarTech, LLC   April 2013 - January 2014
Sagence  July 2012 - September 2013
First Midwest Financial Network   August 2006 - July 2012
LPL Financial  August 2006 - July 2012
Allstate Financial  May 2005 - July 2006
GreenPoint Bank  June 2003 - May 2005
Morgan Stanley  March 2002 - May 2003

Skills
Financial Analysis, Financial Modeling, Series 7, Portfolio Management, Investments, Management Consulting, Sales Management..., Strategic Consulting, Data Warehousing, Dodd-Frank, Insurance, Statistics, Insurance Training, Annuity Sales, Data Driven Marketing, Database Consulting, Variable Life, Fixed Annuities, Variable Annuities, Data-driven, Financial Services, Financial Management..., Insurance Brokerage, Insurance Background, Econometrics, Economics, Financial Advisory, CRM, Wealth Management, Investment Strategies, Securities, Retirement Planning, Marketing, Analytics, Banking, Fixed Income, Equities, Business Planning, Analysis, Entrepreneurship, Strategy, Management, Business Strategy

Education
The University of Chicago - Booth School of Business   2007 — 2010
MBA, Master of Business Administration

Siena College   1996 — 1999
Bachelors of Science, Marketing and Management

Andrew N. Davis Andrew N. Davis Greater New York City Area Details
Andrew N. Davis's Zacks Investment Management Experience January 2006 - February 2010
Job ARGOSY Financial Solutions, LLC and ARGOSY Trust Advisors, Managing Partner
Industry Financial Services
Experience
ARGOSY Financial Solutions LLC   April 2011 - Present
Zacks Investment Management   January 2006 - February 2010
Merrill Lynch & Co.   1999 - 2006
Bear Stearns & Co  1983 - 1999
Salomon Brothers  1976 - 1982

Skills
Asset Management, Alternative Investments, Securities, Asset Protection, Trusts, Insurance, Estate Planning, Retirement Planning, Series 7, Mutual Funds, Private Equity, Investments, Retirement, 401k, Financial Advisory, Wealth Transfer, Investment Strategies, Capital Markets, Pensions, Investment Advisory, Asset Managment, Financial Services, Finance, Management, Fixed Income

Education
Rutgers, The State University of New Jersey-New Brunswick   1970 — 1973
B.A., Political Science and History

American University   1969 — 1970

Union High School Union, N.J.   1966 — 1969
College Prep

Atanu Ghosh, CFA Atanu Ghosh, CFA Greater Chicago Area Details
Atanu Ghosh, CFA's Zacks Investment Management Experience June 2013 - Present
Job Portfolio Manager at Zacks Investment Management
Industry Investment Management
Experience
Zacks Investment Management   June 2013 - Present
Zacks Investment Managment   2011 - Present
Fiduciary Asset Management  April 2005 - August 2011
New City Ventures, LLC   May 2004 - August 2004
Dynamic Computing Services  September 2002 - August 2003
ACI Worldwide  June 1998 - August 2002
Tata Consultancy Services  August 1995 - May 1998

Skills
Risk Management, Asset Allocation, Security Analysis, Equity Research, Portfolio Management, Equities, Private Equity, Bloomberg, Investment Management, Financial Modeling, Finance, Strategy, Analysis, Fixed Income, Investments, Hedge Funds, Asset Management, Banking, Valuation, Due Diligence, Alternative Investments, Mergers & Acquisitions, Mutual Funds, Investment Strategies, Investment Advisory, Securities, Derivatives, Wealth Management, Capital Markets, Equity Valuation, Options, ETFs, Emerging Markets, Portfolio Optimization, Trading, Financial Analysis, Financial Risk, VBA

Education
Washington University in St. Louis   2003 — 2005
MBA, Finance

Washington University in St. Louis - Olin Business School   2003 — 2005
MBA, Finance

Jadavpur University   1991 — 1995
BCSE, Bachelor in Computer Scienece and Engineering

Brooke Murray Brooke Murray Greater Chicago Area Details
Brooke Murray's Zacks Investment Management Experience 2007 - 2011
Job Sales and Marketing Professional
Industry Marketing and Advertising
Experience
Zacks Investment Management   2007 - 2011
Treasury Strategies, Inc.   2005 - 2007
GTCR LLC  2005 - 2006
Aflac  2002 - 2005

Skills
Advertising, Direct Marketing, Marketing Communications, Social Media Marketing, Online Advertising, Copywriting, Marketing Strategy, Media Buying, Media Planning, Digital Marketing, Google Analytics, Direct Mail, Email Marketing, Online Marketing, Social Networking, Creative Strategy, Integrated Marketing, Creative Direction, Advertising Sales, B2B, B2B Marketing, Brand Awareness, Brand Development, Brand Management, Corporate Branding, Digital Media, Digital Strategy, Facebook, Google Adwords, Interactive Advertising, Interactive Marketing, Lead Generation, Market Planning, Market Research, Marketing, Marketing Management, Marketing Research, Mobile Marketing, Newsletters, PPC, Relationship Marketing, SEM, SEO, Sponsorship, Trade Shows, Web Analytics, Website Development

Education
Lawrence University   1998 — 2002

The Latin School of Chicago   1984 — 1998

Elizabeth Hollendoner Elizabeth Hollendoner Greater Chicago Area Details
Elizabeth Hollendoner's Zacks Investment Management Experience January 2005 - July 2008
Job Senior Associate Director, West Coast Regional Manager at University of Chicago Booth School of Business
Industry Higher Education
Experience
University of Chicago Booth School of Business  February 2015 - Present
DePaul University  May 2012 - Present
DePaul University  October 2013 - January 2015
DePaul University  August 2008 - May 2012
Zacks Investment Management   January 2005 - July 2008
Mesirow Financial  June 2000 - November 2002
Hippies Inc   January 1999 - June 2000

Skills
Fundraising, Nonprofits, CRM

Education
DePaul University   2011 — 2014
Master Public Service with Distinction, Higher Education

DePaul University - Charles H. Kellstadt Graduate School of Business   2002 — 2003
MBA

University of Illinois at Chicago   1996 — 1999
BS, Marketing

Arizona State University   1994 — 1995

Harvey Hong Harvey Hong Greater Chicago Area Details
Harvey Hong's Zacks Investment Management Experience February 2008 - Present
Job Trading & Operations Manager at Zacks Investment Management
Industry Investment Management
Experience
Zacks Investment Management   February 2008 - Present
Last Atlantis Capital   July 2002 - December 2006

Education
Loyola University Chicago   1994 — 1996
mba, finance

The University of Texas at Austin   1986 — 1988

Jin-Tae Kim Jin-Tae Kim Greater Chicago Area Details
Jin-Tae Kim's Zacks Investment Management Experience May 2004 - January 2006
Job Quantitative Strategist at Claymore Group, Inc.
Industry Financial Services
Experience
Claymore Group, Inc.   January 2006 - Present
Zacks Investment Management   May 2004 - January 2006

Education
Western Illinois University   1996 — 1998
M.B.A, Finance

University of Illinois at Chicago   1990 — 1993
B.S., Electrical Engineering

Christopher McCarry Christopher McCarry Greater San Diego Area Details
Christopher McCarry's Zacks Investment Management Experience July 2010 - June 2013
Job Vice President at Chandler Asset Management
Industry Financial Services
Experience
Chandler Asset Management  July 2013 - Present
Zacks Investment Management   July 2010 - June 2013
LPL  October 2007 - July 2010
LPL Financial Services  October 2007 - July 2010
LPL Financial  October 2007 - July 2010
LPL  July 2005 - September 2007

Education
Bucknell University   1997 — 2001
Bachelor of Arts (B.A.), International Relations and Affairs

Chris Glass Chris Glass Dallas/Fort Worth Area Details
Chris Glass's Zacks Investment Management Experience November 2007 - Present
Job Senior Vice President at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management   November 2007 - Present
JennisonDryden   January 2005 - April 2007
Hotchkis and Wiley Capital Management  January 2002 - January 2005
Fidelity Investments  June 1997 - December 2001
H.D. Vest Financial Services   1998 - 2001

Skills
Series 7, Mutual Funds, Strategy, Series 63, Wealth Management, Asset Allocation, Investments, Alternative Investments, Separately Managed..., Asset Managment, Securities, Portfolio Management, ETFs, Investment Advisory, Retirement Planning, Equities, Fixed Annuities, 401k, Series 65, Strategic Financial..., Series 24, Financial Advisory

Education
University of North Texas   1992 — 1997
BBA, Marketing

MacArthur HS   1988 — 1992

Dennis Mehegan Dennis Mehegan Greater Chicago Area Details
Dennis Mehegan's Zacks Investment Management Experience October 2007 - Present
Job Wholesaler at Zacks Investment Management
Industry Investment Management
Experience
Zacks Investment Management   October 2007 - Present
National City Bank  April 2006 - September 2007
Citi  February 2005 - February 2006
Claymore Securities  June 2004 - February 2005

Skills
Series 7, Mutual Funds, Alternative Investments, Series 63, Asset Allocation, ETFs, Investments, Securities, Wealth Management, Asset Management, Investment Strategies, Investment Advisory, Separately Managed..., Series 65, New Business Development, Equities

Education
DePaul University   2000 — 2004
Bachelor of Science (B.S.), Finance and Financial Management Services

Frank C. Lanza Frank C. Lanza Greater Chicago Area Details
Frank C. Lanza's Zacks Investment Management Experience September 2008 - Present
Job Chief Compliance Officer & Chief Operating Officer at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management   September 2008 - Present
Zacks Investment Management   March 2012 - Present
Zacks Investment Management   May 2008 - January 2009
Zacks Investment Management   January 2008 - May 2008
GEI Financial Services   October 2005 - October 2006
First New York Securities, L.L.C.   December 2004 - May 2005
GEI Financial Services, Inc.   July 1997 - November 2004

Skills
Series 7, FINRA, Bloomberg, Axys, Securities, Equities, Alternative Investments, Hedge Funds, Mutual Funds, Asset Managment, Investments, Investment Advisory, Portfolio Management, Series 63, Wealth Management, ETFs, Asset Allocation, Series 65, Series 24, Options, Investment Management, Trading, Investment Strategies, Financial Services

Education
Loyola University Chicago

Kevin Heckert Kevin Heckert Chicago, Illinois Details
Kevin Heckert's Zacks Investment Management Experience 2013 - Present
Job Director of Index Services at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management   2013 - Present
Indxis, Ltd.   2006 - 2013
Mergent, Inc.   2003 - 2006
Mergent, Inc.   2000 - 2003
Mergent, Inc.   1995 - 2000
Moody's Investors Service  1992 - 1995
Moody's Investors Service  1989 - 1992
Merrill Lynch  1988 - 1989

Skills
Investment Portfolio..., Model Portfolios, Backtesting, Product Development, Portfolio Performance..., Modern Portfolio Theory, Competitive Analysis, Project Management, Team Leadership, Strategic Planning, Increase Productivity, Brand Awareness, Equity Research, ETFs, Equities, Fixed Income, Mutual Funds, Securities, Investments, Portfolio Management, Financial Markets, Capital Markets, Quantitative Analytics, Bonds, Product Design, Data Warehousing, Database Design, Product Launch, Identifying New..., Software Development, Customer Support, Contract Negotiation, Microsoft Excel, Microsoft Word, PowerPoint, Financial Services, Investment Strategies, Commodity

Education
Pace University - Lubin School of Business
BBA, Business Management, Finance

Brian Langenkamp Brian Langenkamp Greater Chicago Area Details
Brian Langenkamp's Zacks Investment Management Experience April 2004 - Present
Job Investment Advisor at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management   April 2004 - Present

Education
Creighton University   1990 — 1994
Bachelor of Business Administration (B.B.A.), Marketing, Economics

Anthony Lorenzo Anthony Lorenzo Buffalo, New York Details
Anthony Lorenzo's Zacks Investment Management Experience April 2013 - July 2014
Job Trader at Capstone Financial Group, Inc. (CAPP)
Industry Venture Capital & Private Equity
Experience
Capstone Financial Group, Inc. (CAPP)   July 2015 - Present
Independent  August 2011 - June 2015
Zacks Investment Management   April 2013 - July 2014
Net Point   July 2011 - April 2013
WTS PROPRIETARY TRADING GROUP, LLC  October 2010 - September 2011
RCC Ventures, LLC  2009 - 2010
Leading with Creativity   2009 - 2010
First Niagara Bank  May 2009 - October 2009
Action Link  November 2006 - December 2008
Commonwealth Foreign Exchange  September 2007 - November 2007

Skills
Bloomberg, Venture Debt, Equity Trading, Private Equity, Alternative Investments, Investment Banking, Sales, Excel, Financial Modeling, M&A experience, Capital IQ, Banking, Investments, Business Development

Education
Johnson & Wales University   2003 — 2008
BS, Financial Service Mangment

National Academy of Finance   1999 — 2003

Don Ralph Don Ralph Greater Chicago Area Details
Don Ralph's Zacks Investment Management Experience December 2010 - Present
Job CFO at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management   December 2010 - Present
Zacks Investment Research  April 2006 - December 2010

Education
Georgetown University Law Center   1990 — 1993
JD

DePaul University   1979 — 1982
MSA, Accountancy

Loyola University Chicago   1970 — 1973
BA, English

Arham Khan Arham Khan Greater Chicago Area Details
Arham Khan's Zacks Investment Management Experience 2008 - 2009
Job Financial Analyst
Industry Financial Services
Experience
First Midwest Bank  2013 - Present
Treasury Strategies, Inc.   2012 - 2013
Bank of America  2009 - 2012
Zacks Investment Management   2008 - 2009
United States Gypsum  2006 - 2007

Skills
Derivatives, Securities, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Banking, Bloomberg, Portfolio Management, Finance, Fixed Income, Treasury Management, Cash Management

Education
DePaul University   2005 — 2009
Bachelor of Science, Finance

Jared Slater Jared Slater Chicago, Illinois Details
Jared Slater's Zacks Investment Management Experience August 2002 - July 2009
Job Equity Investment Strategist/Tactical Technician
Industry Financial Services
Experience
Zacks Investment Research  July 2011 - Present
Zacks Investment Management   August 2002 - July 2009

Skills
Equities, Alternative Investments, Investment Management, Private Equity, Asset Allocation, Investment Strategies, Investments, Wealth Management, Asset Management, Portfolio Management, Mutual Funds, Valuation, Investment Advisory, Bonds, ETFs

Education
Fachhochschule Vorarlberg   2000 — 2001

Southern Illinois University, Carbondale   1996 — 2001
Bachelor, Management & Marketing

Edward Leonard Edward Leonard Greater Chicago Area Details
Edward Leonard's Zacks Investment Management Experience June 2012 - May 2013
Job Senior Advisory Analyst at NASDAQ
Industry Financial Services
Experience
NASDAQ  January 2015 - Present
Tower Hill Trading  June 2013 - January 2015
Zacks Investment Management   June 2012 - May 2013
Accord Enterprises Inc.   October 2011 - May 2012
AXA Advisors  January 2009 - June 2011
Chicago Bulls/ White Sox Training Academy   2001 - 2009
Capital Financial Advisors, LLC   August 2007 - December 2008

Skills
Financial Reporting, Economics, Securities, Financial Services, Mutual Funds, Series 7, Asset Allocation, Equities, Financial Analysis, Investments, Finance, Wealth Management, Bloomberg, Bloomberg Terminal, Alternative Investments, Financial Advisory, Options, Investment Strategies, Valuation, Sales, Strategic Financial..., Investment Management, FINRA, Equity Research, Hedge Funds, Marketing, Asset Management, Series 63, Technical Analysis, Retirement, Strategic Planning, Risk Management, Budgets, Asset Managment, Fixed Income, Investment Advisory, Coaching, Life Insurance, Marketing Strategy, Estate Planning, Microsoft Office, Portfolio Management, Public Speaking, Trading, Forecasting, Retirement Planning, Microsoft Word, Derivatives, Salesforce.com, Corporate Finance

Education
St. Joseph's College (IN)   2003 — 2007
Bachelors, Finance

Jeremy Bear Jeremy Bear Chicago, Illinois Details
Jeremy Bear's Zacks Investment Management Experience 2007 - April 2015
Job Manager, Risk Management & Infrastructure at Dearborn Capital Management, LLC
Industry Investment Management
Experience
Dearborn Capital Management, LLC  April 2015 - Present
Zacks Investment Management   2007 - April 2015

Skills
Equities, Alternative Investments, Securities, Investments, Asset Allocation, Bloomberg, Mutual Funds, Portfolio Management, Hedge Funds, Asset Management, Asset Managment, Series 7

Education
Bradley University   2003 — 2007
Finance

Gary Severs Gary Severs Greater Chicago Area Details
Gary Severs's Zacks Investment Management Experience January 2005 - September 2005
Job Business Solutions Advisor at Sims Recycling Solutions
Industry Environmental Services
Experience
Sims Recycling Solutions  January 2012 - Present
Skylyft Media Network   January 2009 - Present
Sims  2012 - 2014
Caffery Financial Group   January 2006 - January 2012
Zacks Investment Management   January 2005 - September 2005
American InterContinental University  January 2003 - November 2004
Proforma Corporation  August 2000 - September 2001
Simware Internet Application Development Software   January 1998 - December 2000

Education
Marquette University
BS, Political Science

Kyle Airola Kyle Airola Chicago, Illinois Details
Kyle Airola's Zacks Investment Management Experience December 2010 - February 2012
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  June 2014 - Present
HFR Asset Management  March 2012 - June 2014
Zacks Investment Management   December 2010 - February 2012
Enterprise Rent-A-Car  May 2009 - August 2009

Skills
Investments, Institutional Sales, New Business Development, Investment Strategies, Wealth Management, Asset Management, Salesforce.com, Lead Generation, Alternative Investments, Equities, Investment Advisory, Asset Allocation, Mutual Funds, Bloomberg, Securities, Financial Analysis, Retirement Planning, Management, Investment Management, Options, Risk Management, Equity Derivatives, Bonds, Capital Markets, Fund Of Funds

Education
University of Iowa - Henry B. Tippie College of Business   2006 — 2010
B.B.A., Finance

Philip Matyi, CFA Philip Matyi, CFA Boston, Massachusetts Details
Philip Matyi, CFA's Zacks Investment Management Experience August 2008 - October 2009
Job Senior VP = Business Development
Industry Investment Management
Experience
Thunderstorm Capital LLC   December 2010 - January 2012
Zacks Investment Management   August 2008 - October 2009
Civic Capital Group   January 2004 - August 2008
Independence Investment Associates, LLC   1996 - 2003

Education
College of the Holy Cross
BA

Nuru Ba'th Nuru Ba'th Greater Chicago Area Details
Nuru Ba'th's Zacks Investment Management Experience January 2013 - March 2013
Job
Industry Higher Education
Experience
Zacks Investment Management   January 2013 - March 2013
Navisis Financial  November 2011 - December 2012
Eddie Bauer  May 2009 - January 2011

Skills
Public Speaking, Portfolio Management, Management, Leadership, Investments, Financial Analysis, Research, Time Management

Education
Coe College   2007 — 2011
Bachelor of Business Administration (B.B.A.), Business

High SchoolThe Blake School

Derek Tavares Derek Tavares Greater Boston Area Details
Derek Tavares's Zacks Investment Management Experience 2008 - 2009
Job .
Industry Wireless
Experience
Zacks Investment Management   2008 - 2009
Bank of America  2006 - 2008
MBD Financial Mortgage   2003 - 2006
.   2000 - 2003
Chicago Stock Exchange  2000 - 2003
John Hancock Financial  1996 - 2000

Skills
Trading Systems, Electronic Trading, Options, Equity Trading, Financial Markets, Capital Markets, Technical Analysis, Trading, Equities, Securities, Market Data, Unix, Derivatives

Education
Art Institute of Pittsburgh   2013 — 2016
Web Design and Interactive Media

Middlesex Community College   1995 — 1997

Minuteman Technical Institute

mmt

mmt

Jonathan Verhelst, CFP® Jonathan Verhelst, CFP® Davenport, Iowa Area Details
Jonathan Verhelst, CFP®'s Zacks Investment Management Experience June 2007 - August 2007
Job Financial Advisor
Industry Financial Services
Experience
MLWM   August 2013 - Present
McGladrey Wealth Management LLC  January 2009 - August 2013
Prudential Financial  August 2008 - January 2009
Zacks Investment Management   June 2007 - August 2007

Skills
Series 63, Financial Analysis, Series 6, Financial Reporting, Financial Statements, Microsoft Excel, General Ledger, Outlook, Spreadsheets, Certified Financial..., Wealth Management, Series 7, Salesforce.com

Education
Augustana College   2004 — 2008
Bachelor of Arts (B.A.), Business Administration

Soldotna High School

Trent Thorbahn Trent Thorbahn Chicago, Illinois Details
Trent Thorbahn's Zacks Investment Management Experience November 2014 - Present
Job Director of Operations at Zacks Investment Management
Industry Investment Management
Experience
Zacks Investment Management   November 2014 - Present
Zacks Investment Management   May 2012 - November 2014
Zacks Investment Management   June 2011 - May 2012
Zacks Investment Management   May 2008 - May 2011
City of Chicago Dept of Children & Youth Services   November 2007 - April 2008
Tina's Country Market   December 2001 - October 2007

Skills
Wealth Management, Investments, Portfolio Management, Asset Managment, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Investment Advisory, Investment Strategies, Equities, Trading, Investment Management, Asset Management

Education
Kent State University
Bachelor of Business Administration (BBA)

Prasanth Sankar Prasanth Sankar Chicago, Illinois Details
Prasanth Sankar's Zacks Investment Management Experience January 2007 - Present
Job Quantitative Analyst / Portfolio Manager
Industry Investment Management
Experience
Zacks Investment Management   January 2007 - Present

Skills
Alternative Investments, Asset Managment, Asset Allocation, Equities, Portfolio Management, Hedge Funds, ETFs, Fixed Income, Bloomberg, Investment Strategies, Securities

Education
Indian Institute of Technology, Kharagpur
Master of Science (MSc), Physics

University of Illinois at Urbana-Champaign
Doctor of Philosophy (Ph.D.), Theoretical and Mathematical Physics

Peter Klimkow Peter Klimkow Chicago, Illinois Details
Peter Klimkow's Zacks Investment Management Experience July 2015 - Present
Job Business Development Manager at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management   July 2015 - Present
Zacks Investment Management   October 2013 - June 2015
Patagonia  October 2012 - April 2013
McGaw YMCA  May 2011 - September 2012
Groupon  September 2011 - May 2012

Skills
Leadership, Sales, Financial Services, Customer Service, Wilderness First..., Spanish-speaking, Microsoft Excel, PowerPoint, Portfolio Management, Retirement Planning, Asset Allocation, Registered Investment...

Education
Northwestern University   2013 — 2014
Post-baccalaureate Premedical Program, Chemistry, 3.9 GPA

University of Southern California   2007 — 2011
Bachelor of Arts (BA),, Environmental Studies with Business Emphasis, Minor in Business Administration

Noah Rife Noah Rife United States Details
Noah Rife's Zacks Investment Management Experience May 2014 - Present
Job Wealth Management
Industry Financial Services
Experience
Zacks Investment Management   May 2014 - Present
FLW International  2006 - October 2011

Skills
Content Strategy, Copywriting, Digital Strategy, WordPress, Digital Media, Google Analytics, Analytics, Web Analytics, Advertising, CRM, Market Research, PPC, Online Marketing, Digital Marketing, Marketing, Direct Marketing, Database Marketing, Salesforce.com, Account Management, Email Marketing, Microsoft Excel, Lead Generation

Education
Southern Illinois University, Carbondale   1999 — 2003
Bachelor of Science (B.S.), Advertising Marketing Communications

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