Zacks Investment Management
Industry: Company
DescriptionFounded: 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Zacks Investment Management
Skills
Financial Analysis
Education
DePauw University 1978 — 1982
Bachelor of Arts (B.A.), Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Zacks Investment Management April 2004 - Present
Education
Creighton University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Marketing, Economics
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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