Zacks Investment Research
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Zacks Investment Research Employees
Cultivate Ventures April 2014 - Present
Management Systems International/Coffey International Development September 2010 - August 2014
Coffey International Limited July 2009 - September 2010
Management Systems International/Coffey International Development September 2007 - June 2009
The SEM Fund November 2006 - June 2007
Peace Corps August 2003 - August 2005
Zacks Investment Research 2000 - 2003
Skills
Strategy, Marketing Strategy, International..., Africa, Business Development, Strategic Partnerships, Proposal Writing, Entrepreneurship, Corporate Social..., Strategic Planning, Business Analysis, New Business Development, Governance, Consensus Building, Leadership, Client Engagement, Business Strategy, Social Entrepreneurship, Sustainability, Business Planning, Concensus Building, Aquaculture
Education
Syracuse University - Maxwell School 2006 — 2007
MA, Public Administration
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2013
Certificate, Business Strategy
University of Denver 1999 — 2003
BA, International Studies
Chicago Board Options Exchange September 2010 - Present
Zacks Investment Research October 2005 - September 2010
Innovative Floors & Design May 2003 - September 2005
Merrill Lynch January 2001 - May 2003
Skills
Product Development, Equities, Options, Futures, Market Data, Vendor Relations, Financial Markets, Business Relationship..., Contract Negotiation, Auditing, Compliance, Derivatives, Fixed Income, Trading, Trading Systems, Electronic Trading, Equity Trading, Hedge Funds, Bloomberg, Equity Derivatives, Portfolio Management, Securities, Capital Markets, Series 7, Financial Services, Wealth Management, Investments, Risk Management, ETFs, Management, FX Options, Alternative Investments, Hedging, Trading Strategies, Bonds, Commodity
Education
Northeastern University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA)
University of Toledo 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Centerville High School
Ernst & Young October 2011 - Present
The Ignition Network April 2010 - October 2011
Zacks Investment Research May 2008 - July 2008
CB Richard Ellis May 2007 - July 2007
Skills
Accounting, Auditing, Finance, Microsoft Excel, Account Reconciliation, Financial Reporting, Financial Analysis, Microsoft Office, Internal Controls, Accounts Payable, Cash Flow, Investments, Sarbanes-Oxley Act, US GAAP, Internal Audit, Social Media, Financial Modeling, Financial Accounting, Inventory Management, Enterprise Risk...
Education
Miami University 2005 — 2009
Business, Accounting, Finance
Zacks Investment Research July 2014 - Present
Brightstar Corp. May 2014 - June 2014
Eastern Illinois University August 2010 - May 2014
Gap Inc./Old Navy November 2013 - December 2013
Hackney's Restaurant May 2012 - August 2012
Skills
Leadership, Higher Education, Accounting, Teamwork, PowerPoint, Microsoft Excel, Student Affairs, Microsoft Word, Research, Pivot Tables, Facebook, Finance
Education
Eastern Illinois University 2010 — 2014
Bachelor of Applied Science (BASc), Accounting
Eastern Illinois University 2010 — 2014
BS, Accounting
Advanced Equities Inc. 2006 - 2013
Zacks Investment Research 2004 - 2005
Chicago Investment Group 2000 - 2003
Richard B. Vance 1998 - 1999
Gruntal & Co. Inc 1992 - 1998
Dean Witter, MVP, Oppenheimer 1989 - 1993
Skills
Series 7, Series 8, Series 24, Series 63, FINRA, Compliance, Operations Management, Options, Risk Assessment, Risk, Risk Management, Enterprise Risk..., Alternative Investments, AML, Trading, Equities, Private Equity, Private Placements, Private Companies, Investment Advisory, Internal Investigations, Investment Banking, Due Diligence, Operational Planning, IT Operations, Compliance Audits, SEC reporting, SEC compliance, Compliance Management, Operational Risk..., Asset Management, Wealth Management, Bonds, Securities Law, Securities Regulation, Securities Offerings, Policy Analysis, Mutual Funds, Options Strategies, Asset Managment, Series 79, Hedge Funds, Investments, Start-ups, SEC filings, Capital Markets, SEC, Securities, Quality Auditing, Financial Risk
Education
DePaul University 1981 — 1986
BFA, Communications
Computer Systems Institute 2014 — 2014
Certificate of Completion / Diploma (2006), CompTIA A+, Network +, Project Management, & Six Sigma
Midwest Crowdfunding Conference - Chicago 11/15/2013
Fritz Seyferth & Associates - FS&A 2011 — 2012
Leadership Training, Team Building/Leadership Development
The Crowdfunding Conference April 19 2012 NY
Attendee, Jobs Act - Crowdfunding
Information Security Awareness Training 2010 — 2010
Mallon & Johnson, P.C., 2010 — 2010
Speaker Barbara Mallon, Reg. D, Fraud, Privacy & Marketing
Investment Advisor Association 2009 — 2009
Workshop, Compliance Workship 2009 IAA.
Lanner, Munchin, Dombrow, Becker, levin & Tominberg Ltd. 2009 — 2009
Jill O'Brien, Atty., Employment Best Practices Training / Workshop
New Horizons 2013 — 2014
Certificate of Completion, ITIL, CompTIA Security+
Zacks Investment Research September 2010 - Present
Morton Collision Repair November 2006 - September 2010
A.G. Edwards September 2005 - November 2006
Skills
DCF, Financial Modeling, Equity Research, Equity Valuation, Valuation, Equities, Business Valuation, Investments, Strategy, Securities, Analysis, Hedge Funds, Investment Management, Financial Markets, Portfolio Management, Finance
Education
Indiana University - Kelley School of Business 2001 — 2005
BS in Business, Finance, GPA: 3.73/4.00
CXO-Cockpit January 2015 - Present
Unit4 April 2013 - January 2014
Zacks Investment Research 2010 - March 2013
CareVoyant, Inc. 2007 - 2008
Apex 2000 - 2007
SunGard 1997 - 1999
SQL Financials 1994 - 1997
Ross Systems 1989 - 1994
Skills
Sales, SaaS, Enterprise Software, Salesforce.com, New Business Generation, Solution Selling, SPIN Selling, Strategic Selling Skills, Business Intelligence, Health care software, Mentoring
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance
Southern Illinois University, Carbondale
Bachelor of Science (BS), Business
Zacks Investment Research April 2010 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Leadership, Sales, Microsoft Word, PowerPoint, Research, Training
Education
Computer Systems Institute 2009 — 2010
Baltic Networks January 2015 - Present
University of Illinois Springfield 2014 - Present
uBreakiFix October 2014 - January 2015
Houlihan's Restaurants, Inc. August 2011 - October 2014
WZND Radio February 2010 - December 2010
Zacks Investment Research May 2010 - August 2010
Starplex Cinemas May 2009 - March 2010
Coldstone Creamery March 2006 - July 2007
Skills
Customer Service, HTML, Linux, Social Media, Microsoft Office, WordPress, Computer Repair, Microsoft Windows, Visual Basic, Twitter, Python, Bash, VirtualBox, Debian, Eclipse, Technical Support, Smartphones, Windows, Event Planning, Public Speaking
Education
University of Illinois Springfield 2014 — 2017
Master of Science, Computer Science
College of DuPage
Computer Information Systems
Illinois State University 2007 — 2011
Bachelor of Science, Marketing, Business
Wheaton Warrenville South High School 2003 — 2007
Zacks Investment Research March 2014 - Present
Seeking Alpha May 2014 - Present
UCLA September 2004 - June 2014
UCSF 2002 - 2003
Wright State University August 1999 - December 2001
National Service March 1996 - May 1996
Skills
Design Medical Devices, Formulate new protocols..., Biomedical Engineering, Medical Devices, Matlab, Science, Neuroscience, Image Analysis, Digital Imaging, Signal Processing, Physics, Lifesciences, Cell Culture, Clinical Research, MRI, Image Processing, Medical Research, Medical Imaging, R&D, Bioengineering, Research, Life Sciences, Biotechnology
Education
David Geffen School of Medicine at UCLA 2004 — 2014
PhD, BioEngineering, Neuroscience, Business
Wright State University 1999 — 2001
Master of Science (M.S.), Biomedical Engineering
University of Madras 1995 — 1999
Bachelor of Engineering (B.E.), Instrumentation & Controls Engineering
TMC Bonds November 2006 - Present
TD Ameritrade March 2002 - March 2006
PortfolioScope August 2000 - November 2001
Inventure Group July 1997 - May 2000
Zacks Investment Research August 1993 - July 1997
J.P. Morgan 1985 - 1993
Skills
Series 24, Fixed Income Trading, Series 7, Electronic Trading, Fixed Income, Series 53, Series 65, Series 63, Equities & Derivatives..., Market Data, Back Office, Wealth Management..., Trading, Bonds, Proprietary Trading, FX Options, Securities, Trading Strategies, Investor Relations, Private Equity
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA), International Business
Columbia University (Columbia College) in the City of New York 1980 — 1984
BA, Economics
Zacks Investment Research August 2015 - Present
Diamond Wealth Strategies April 2013 - June 2015
Guaranteed Rate May 2012 - April 2013
Kinglsey Perkins, LLC March 2012 - May 2012
Caesars Entertainment Corporation March 2009 - February 2012
Reader's Digest - Books Are Fun April 2008 - December 2008
Koenig & Strey GMAC January 2000 - June 2005
MTV Networks 2001 - 2002
Skills
Marketing, Management, E-commerce, Customer Service, Email Marketing, Leadership, Microsoft Excel, Forecasting, Analysis, Real Estate, Account Management, Purchasing, Advertising, Google Analytics, Negotiation, Marketing Strategy, Inventory Management, QuickBooks, Print Production, Customer Relations, Estate Planning, Financial Services, Strategy, Finance, Sales, Social Media, Business Development
Education
Loyola University of Chicago 2011 — 2014
MSF - Master's of Science in Finance, Risk Management
DePaul University 1997 — 2000
BA - Cum Laude, Communication: Media Studies
Purdue University 1996 — 1997
Chemical Engineering
Kirkland & Ellis LLP October 2013 - Present
Chicago Kent College of Law August 2010 - May 2013
Kirkland & Ellis LLP May 2012 - August 2012
Kaplan Higher Education May 2011 - August 2011
Zacks Investment Research May 2010 - August 2010
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2010 — 2013
J.D., Law
University of Chicago 2007 — 2010
B.S., Economics
Zacks Investment Research November 2004 - Present
Education
Drake University 2013 — 2015
Master of Business Administration (MBA)
University of Iowa 1998 — 2003
Bachelor's degree, Finance
Nuance Communications December 2013 - Present
Varolii Corporation (Acquired by Nuance 2014) December 2005 - December 2013
EnvoyWorldWide November 2000 - December 2005
Zacks Investment Research 1999 - 2000
Zacks Investment Research 1998 - 1999
Chicago Partnership Board 1994 - 1998
Prudential Securities 1993 - 1994
Skills
Sales, Strategic Planning, Team Building, Start-ups, Customer Retention, SaaS, Business Development, Solution Selling, Forecasting, Negotiation, Pricing, Wireless, Salesforce.com, Enterprise Software, Strategic Partnerships, Leadership, Selling, Customer Satisfaction, Telecommunications, Lead Generation, New Business Development, Customer Service, Marketing, Team Leadership, Account Management, E-commerce, CRM, Marketing Strategy, Product Development, Mergers & Acquisitions, Security, Cross-functional Team..., Go-to-market Strategy, Sales Management, Product Management, Sales Process, Management
Education
Babson College 1987 — 1991
BS, Finance
Zacks Investment Research September 2014 - Present
Zacks Investment Research May 2013 - Present
Zacks Investment Research November 2011 - Present
ETF Database July 2009 - October 2011
Cambridge Realty Capital December 2007 - July 2009
DePaul Investment Club September 2007 - December 2008
Forecast Market Research June 2008 - August 2008
Smith Barney April 2007 - June 2007
Sears Holdings Corporation July 2005 - December 2006
Skills
ETFs, Stock Market, Portfolio Strategy, Equities, Finance, Portfolio Management
Education
DePaul University 2005 — 2010
Bachelor's of Science, Accounting and Finance with a minor in history
AIFS-Richmond University
Protective Life February 2014 - Present
Shell Vacations LLC June 2009 - May 2013
Empire Today January 2003 - October 2007
Zacks Investment Research December 1997 - October 2002
Skills
Financial Reporting, Accounting, Accruals, Revenue Analysis, Budgets, Financial Statements, GAAP, Accounts Receivable, Accounts Payable, Account Reconciliation, Bank Reconciliation, Intercompany..., Foreign Currency..., Relational Databases, SQL, MS Excel Pivot Tables, Microsoft Excel, SOX Compliancy, COBIT, FAS, MBA, Crystal Reports, AS400 system, SUN, Sun, Monthly Close, Outlook, Fixed Assets, Cash Flow, Journal Entries, Internal Controls, Variance Analysis, Managerial Finance, Financial Accounting, Cash Management, Revenue Recognition, Analysis, Auditing, Peachtree, Year-end Close, Depreciation, Budget Process, Sarbanes-Oxley
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
Master of Business Administration (MBA), Accounting
Moscow State University of Economics, Statistics and Informatics (MESI) 1982 — 1987
Master of Science (MS)
Wolters Kluwer Legal & Regulatory Solutions U.S. March 2015 - Present
Wolters Kluwer Legal & Regulatory Solutions U.S. March 2014 - March 2015
InnerWorkings EMEA March 2013 - December 2013
Zacks Investment Research September 2011 - February 2013
Chicago Sport and Social Club 2005 - 2012
National Securities December 2007 - December 2008
Skills
Microsoft Excel, Sales, New Business Development, Project Management, Salesforce.com, Microsoft Office, SaaS, Social Media Marketing, Management, Social Media, PowerPoint, Customer Service, Business Analysis, Microsoft Word, Direct Sales, Leadership, Account Management
Education
Loyola University of Chicago 2003 — 2007
Bachelor of Arts (B.A.), Finance, General
Hinsdale south
William Harris Investors, Inc. October 2014 - Present
Cortland Capital Market Services LLC May 2013 - October 2014
Zacks Investment Research August 2011 - April 2013
Bankers Trust Company June 2010 - August 2011
Wells Fargo August 2009 - June 2010
W.R. Berkley Corporation - CWG Insurance June 2008 - August 2009
Skills
Investments, Analysis, Portfolio Management, Excel, Client Services, Trusts, Bloomberg, Accounting
Education
DePaul University 2011 — 2013
MBA with Distinction, Finance with concentration in Investment Management
Drake University 2005 — 2009
BSBA with Honors, Finance and Insurance
Executive Objectives July 2014 - Present
Resource Technology Associates, LLC (RTA) August 2013 - July 2014
The Symicor Group March 2013 - July 2014
Parade Magazine 2011 - 2012
AKIRA Chicago 2010 - 2011
Zacks Investment Research 2009 - 2010
Independent Contractor March 2005 - March 2009
Internet Press Association Inc September 2003 - March 2005
Skills
Online Advertising, SEO, Email Marketing, B2B, Marketing, Sales, Strategic Negotiations, Lead Generation, Management, Advertising, Business Development, Talent Acquisition, Recruiting, Interviews, Strategic Sourcing, Print Media Sales, Integrated Media, Strategic Partnerships, Retained Search, Cold Calling, Salesforce.com, Leadership, Consulting, Temporary Placement, Human Resources, Talent Management, Technical Recruiting, Strategy, CRM, Account Management, Marketing Strategy, Integrated Marketing, Start-ups
Education
Columbia College
Double Major-BSBA, Marketing and Management
University of Missouri-Columbia
Double Major-BSBA, Marketing and Management
Actavis January 2003 - Present
Obie Media October 2001 - December 2002
Zacks Investment Research May 1999 - October 2001
Skills
Pharmaceutical Sales, Medical Devices, Cold Calling, Sales Management, Account Management, Sales, Healthcare, Marketing Strategy, Sales Operations, Urology, Cardiology, Gastroenterology, Strategy, Direct Sales, Management, Selling, Sales Presentations, Selling Skills, Product Launch, Managed Care, Sales Process, Key Account Management, Hospitals, Market Planning, Neurology, Pharmaceutical Industry, Strategic Planning, Leadership, Sales Effectiveness, Marketing, New Business Development
Education
Cornell University 1995 — 1999
Bachelor's Degree, Animal Sciences, 3.2 GPA
Saint Ignatius High School 1991 — 1995
High School Diploma
Granular September 2014 - Present
Adap.tv September 2012 - June 2014
Pinsation July 2011 - June 2012
Google May 2011 - August 2011
RCBG November 2007 - June 2010
Zacks Investment Research July 2006 - November 2007
Skills
Product Management, Product Strategy, Wireframes, Web Design, A/B testing, SEM, Video Advertising, ConnectedTV, Streaming Video, SaaS, E-commerce, Landing Page..., Google Analytics, Outsourcing, Entrepreneurship, Competitive Analysis, Online Marketing
Education
Harvard Business School 2010 — 2012
Master of Business Administration (M.B.A.), Second-Year Honors (Top 15%)
Mississippi State University 2002 — 2006
Bachelor of Science (B.S.), Summa Cum Laude, Industrial & Systems Engineering, 4.0
MSCI Inc. January 2015 - Present
Northern Trust Asset Management September 2007 - December 2014
Briefing.com March 2003 - September 2007
The Fortius Group June 2001 - February 2003
Zacks Investment Research September 1996 - May 2001
H&R Block Financial Advisors May 1994 - January 1995
Skills
Investment Strategies, Portfolio Management, Investments, Asset Managment, Hedge Funds, Equity Research Analysis, Project Management, Product Management, Series 7, Series 63, Series 3, Relationship Management, Institutional..., Business Development, Advising Clients, Taft-Hartley, Asset Allocation, Investment Management, Financial Services, Institutional, Pensions, Pension Funds, Mutual Funds, Investment Advisory, Asset Management, Alternative Investments, FINRA
Education
Michigan State University 1990 — 1994
Marketing & Supply Chain Management, Finance, Marketing, Management
Abbott August 2015 - Present
Haemonetics Corp. June 2009 - August 2015
Motorola Mobile Devices October 2004 - June 2009
Zacks Investment Research 2003 - 2004
Tellabs 2001 - 2003
Motorola Solutions 1995 - 2001
Motorola 1995 - 1998
Motorola 1995 - 1996
Skills
Wireless, Embedded Systems, Electronics, Product Development, Testing, Engineering Management, Semiconductors, Embedded Software, PCB design, R&D, Electrical Engineering, Systems Engineering, Product Management, Cross-functional Team..., Product Lifecycle..., RF, Telecommunications, Six Sigma, Engineering, Project Management, Software Development, Matlab, Mobile Devices, Automation, Medical Devices, System Architecture
Education
The University of Chicago Booth School of Business 1999 — 2003
MBA, Strategic Management, Entrepreneurship, Finance
Michigan State University 1990 — 1994
BS, Electrical Engineering
Morningstar September 1998 - Present
Zacks Investment Research August 1990 - September 1998
Skills
Valuation, Morningstar Direct, Financial Analysis, Financial Modeling, Mutual Funds, Portfolio Management, Finance, Equities, Business Analysis, Financial Markets, Fixed Income, Financial Services, Risk Management, Equity Research, Investments, Asset Management
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Finance and Financial Management Services
University of Illinois at Chicago
Bachelor of Science (BS), Finance and Financial Management Services
Thomas Ho Company February 2014 - Present
BondEdge Solutions April 2012 - February 2014
BGC Partners, Inc. [formerly Cantor Fitzgerald] May 2007 - April 2012
Masters Investment Group 2001 - 2007
Capital Resource Advisors 2000 - 2001
ElephantX.com 2000 - 2000
Zacks Investment Research 1994 - 2000
Skills
Equities, Traders, Hedge Funds, Alternative Investments, Bonds, Series 63, Securities, Series 7, Investment Strategies, Asset Allocation, Rates, Asset Management, Fixed Income Trading, Trading Systems, New Business Development, Cold Calling, Direct Sales, Strategic Planning, Strategic Partnerships, Fishing, Developing Client..., New Business Launch, Public Speaking, sales hunter, Dale Carnegie, Anthony Robbins..., Motivational Training, Sandler Selling Systems, Sales, Asset Managment, Fixed Income, Options, Investments, Trading, Risk Management, Structured Products, Hedging, Portfolio Management, Commodity, Financial Modeling, Financial Services, Financial Markets, Equity Trading, Capital Markets, Bloomberg, ETFs, Finance, FINRA, Business Strategy, Electronic Trading
Education
MBA- Keller Graduate School of Management
MBA, Marketing, Finance, MIS
Bradley University
BS, Marketing
Accenture October 2013 - Present
ING October 2011 - December 2012
Zacks Investment Research April 2007 - July 2009
Rydex Investments October 2004 - August 2005
GTECH S.p.A. June 2001 - March 2002
Education
Clarkson University
Master's degree, Systems Engineering
The Maharaja Sayajirao University of Baroda
Bachelor of Engineering (B.E.), Mechanical Engineering
University of California, Los Angeles
Master of Business Administration (MBA)
PEAK6 Investments LP February 2006 - Present
SKTY Trading August 2004 - August 2005
Zacks Investment Research March 2000 - July 2004
Skills
Microsoft Excel, Bloomberg, Common Lisp
Education
Loyola University of Chicago 2001 — 2004
Master of Business Administration (MBA), Finance, General
Kansas State University 1995 — 1998
Bachelor of Science (BS), Animal Sciences
HS2 Solutions February 2015 - Present
Zacks Investment Research November 2011 - February 2015
DRAFTFCB July 2006 - September 2011
Noble March 2003 - July 2006
Havas Worldwide January 2000 - March 2003
Vickers & Benson January 1998 - January 2000
Leo Burnett June 1993 - January 1998
ConAgra Foods January 1989 - July 1992
Skills
Analytics, Social Media, Integrated Marketing, Email Marketing, Direct Marketing, Strategy, CRM, Competitive Analysis, Marketing, Direct Mail, Leadership, Management, Web Analytics, User Experience, Digital Marketing, Mobile Marketing, Digital Strategy, Creative Direction, Online Advertising, Brand Development
Education
Northwestern University 1992 — 1993
MS, Integrated Marketing – Database Marketing
Indiana University Bloomington 1984 — 1988
BS, Public Finance and Economics
Blue Fire Capital March 2013 - Present
Infinium Capital Management April 2008 - March 2013
Network Foundations December 2006 - April 2008
Fortis Clearing Americas December 2006 - March 2008
Fortis Clearing Americas 2007 - 2008
Citigroup October 2001 - January 2006
Winston and Strawn 2006 - 2006
Susquehanna Investments August 2000 - July 2001
Zacks Investment Research March 1999 - August 2000
Zacks Investment Research June 1996 - March 1999
Skills
Servers, Switches, Routers, Trading, Firewalls, Equities, Linux, Data Center, Cisco, Low Latency, WAN, Windows Server, Microsoft Office, Troubleshooting, Negotiation, Storage, Disaster Recovery, Routing, VPN, Networking, Trading Systems, Electronic Trading, Technical Support, Hardware, Wireless, Microsoft Exchange, TCP/IP, DHCP, Cisco Technologies, Leadership, Virtualization, Unix, Network Engineering, System Administration, Network Security, Network Architecture, Network Design, Technical Analysis, IT Management, Options, Vendor Management, Market Data, Network Administration, Databases, VMware, VoIP, Derivatives, Cisco Wireless, Financial Markets, Information Technology
Education
DePaul University 2012 — 2014
Master of Business Administration (M.B.A.), Master’s program in Business Information Technology
DePaul University 1996 — 2000
BS, Management
Trading Technologies March 2013 - Present
Trading Technologies January 2012 - March 2013
Trading Technologies February 2006 - December 2011
Zacks Investment Research 2001 - 2006
Rooney Financial 1999 - 2001
Zimmerman Investment Management Company October 1994 - 1999
Euro Spread Brokers 1990 - 1992
Skills
Trading, Options, Electronic Trading, Derivatives, Fixed Income, Equities, Equity Trading, Trading Systems, Portfolio Management, Foreign Exchange, Software Requirements, Options Strategies, Commodity, Market Data, Market Risk, Back Office, Account Management, Commodity Markets, Equity Research, Risk Management, Financial Markets, Quantitative Analytics, Equity Derivatives, FX Options, Exchange Connectivity, Technical Analysis, Trading Strategies, Hedge Funds, Software Quality, Innovation, Electronic Trading..., Software Analysis, Proprietary Trading, Interest Rate..., Capital Markets, FX trading, Hedging, Alternative Investments, Securities, Trading System, Asset Management, Quantitative Finance, Bonds, Managed Futures, Software Development
Education
Butler University - College of Business Administration 1986 — 1990
BS, Economics / Finance
Valparaiso High School 1983 — 1986
WEDGE Capital Management April 1995 - Present
Palley Needelman Asset Management August 1993 - April 1995
CMB Investment Counselors June 1989 - August 1993
Zacks Investment Research January 1985 - May 1989
Skills
Equities, Portfolio Management, Valuation, Financial Analysis, Financial Modeling, Asset Management, Investments, Corporate Finance, Alternative Investments, Private Equity, Mergers & Acquisitions, Investment Banking, Capital Markets, Trading, Venture Capital, Emerging Markets, Investment Strategies
Education
TRIUM Global Executive MBA
University of Oxford - Said Business School
Postgraduate Diploma, Financial Strategy
DePaul University
Master's degree, Economics
Indiana University
Bachelor's degree, Economics
Marshall Academy September 2008 - Present
Hayes Lemmerz International 2002 - 2006
Cache 1996 - 2002
Zacks Investment Research 2000 - 2000
Aon Hewitt 1996 - 2000
Skills
Event Planning, Administrative..., PowerPoint, Microsoft Office, Editing, Social Media, Outlook, Nonprofits, Community Outreach, Research, Higher Education, Customer Service, Microsoft Excel, Data Entry, Time Management, Management, Strategic Planning, Administrative...
Education
Arizona State University 1990 — 1994
Bachelor's degree, Communication, General
Adali E Stevenson High School
Lexington Health Network December 2010 - Present
Midwest Heart Specialists October 2000 - December 2010
MacNeal Hospital June 1998 - December 2001
Zacks Investment Research February 1999 - October 2000
MacNeal Hospital 1997 - 2000
Skills
Integration, Healthcare, Microsoft Excel, Leadership, Security, Healthcare Information..., EMR, Healthcare Management, Hospitals, Clinical Research, Strategic Planning, Process Improvement, EHR, HIPAA, Project Management, Budgets, Nursing, Team Building, Microsoft Office, Medicare, Management, Disaster Recovery, Home Care, System Administration, Health Information..., Team Leadership, Information Technology, Networking, Healthcare Consulting, Informatics, Healthcare Industry, Analysis, Customer Service
Education
Benedictine University 2004 — 2006
MBA, Business
Chicago State University 1996 — 1998
BS, Occupational Therapy
Moraine Valley Community College 1993 — 1995
NA, General Coursework
Covenant Retirement Communities March 2013 - Present
Restaurant.com October 2012 - March 2013
Zacks Investment Research January 2011 - August 2012
Virgin Islands Lottery April 2007 - August 2010
Virgin Islands Water & Power Authority 2003 - 2007
Skills
Data Center, CEH, Security+, MCP, MCSA Security, MCSE 2003, VMware Infrastructure, XenServer, CCENT, CCNA, STP, PVST+, F5 BigIP, Cisco Routing &..., Cisco ASA, Corero IPS, Solarwinds, PRTG, HP Procurve, Microsoft DNS, DHCP, IPSec, OSPF, EIGRP, BGP, QoS, HSRP, Network Infrastructure, Networking, Infrastructure, Windows, ASA, Microsoft Certified..., Data Centre Architecture, Cisco Routers, Cisco Technologies, Cisco Security, Juniper Switches, Juniper SRX, VMWare ESX 5.1, Juniper WLC, Firewalls, VPN, Software Installation, Network Architecture, Routers, Switches, FreeNAS, SRX, JUNOS
Education
Grambling State University 1996 — 1999
Zacks Investment Research November 2014 - Present
Thomson Reuters February 2009 - September 2014
optionsXpress March 2008 - February 2009
TradeStation Securities October 2003 - September 2007
Wachovia Securities Financial Network April 2003 - October 2003
Quick & Reilly November 2001 - April 2003
Prudential Financial June 2000 - July 2001
Merrill Lynch November 1996 - March 2000
Education
Florida State University - College of Business
BS, Finance
Independent Practioner March 2013 - Present
Prism Skylabs March 2012 - February 2013
Google June 2006 - March 2012
Vancouver 2010 Winter Olympic Games February 2010 - February 2010
Amazon.com March 2003 - March 2006
AT&T Wireless 2001 - 2002
NTT DoCoMo 2000 - 2000
INVESTools.com 1996 - 1998
Zacks Investment Research 1994 - 1996
Car and Driver September 1990 - May 1994
Skills
Product Development, Product Management, New Business Development, Strategy, E-commerce, Analytics, Business Development, Marketing, Start-ups, Online Advertising, Mobile Applications, Business Strategy, Leadership, Advertising, Cross-functional Team..., Integrated Marketing, Strategic Partnerships
Education
M.I.T. Sloan School of Management 1999 — 2001
M.B.A.
University of Michigan 1990 — 1994
B.A.
Morningstar Investment Management January 2014 - Present
Morningstar March 2011 - January 2014
Morningstar October 2007 - March 2011
Zacks Investment Research December 2005 - October 2007
Ibbotson Associates January 1999 - December 2005
Skills
Portfolio Management, Equities, Investments, Finance, Valuation, Integrated Marketing, Relationship Management, Trading, Project Management, Asset Allocation, Financial Services, Mutual Funds, Product Development, Strategy, Asset Management
Education
Loyola University of Chicago 2004 — 2006
Master of Business Administration (MBA), Finance
Loyola University of Chicago 1994 — 1998
Bachelor of Business Administration (BBA), Finance
BMO Harris Bank December 2012 - Present
Zacks Investment Research April 2011 - December 2012
Alpha Logic September 2000 - April 2011
Irwin Robbins Capital Management October 2003 - August 2004
Chicago Investment Analytics, a division of Schwab Capital Markets December 1995 - September 2000
Sears Holdings Management Corporation December 1989 - February 1994
Skills
Matlab, Compustat, Equities, Hedge Funds, Investment Management, Securities, Research, Portfolio Management, Asset Managment, Valuation, Trading, Financial Modeling, Investments, Private Equity, Financial Markets, Quantitative Analytics, Capital Markets, FactSet
Education
University of Denver - Daniels College of Business 1994 — 1995
MBA, Business Statistics
Indiana University - Kelley School of Business 1985 — 1989
Bachelor of Science, Business, Decision Sciences
Zacks Investment Research July 2010 - Present
Zacks Direct 2010 - 2013
Junction Marketing Services July 2008 - June 2010
Merkle May 2005 - June 2008
Skills
Marketing Strategy, Analytics, Direct Marketing, Online Advertising, Advertising, Marketing, CRM, Strategy, Management, Email Marketing, Customer Insight
Education
Indiana State University
BS, Business, Management, Marketing, and Related Support Services
Xavier University
NASDAQ July 2011 - Present
TopEquityNews.com August 2010 - October 2011
Zacks Investment Research June 2008 - March 2009
Zacks Investment Research December 2004 - June 2008
Skills
Stock Surveillance, Financial Writing, Technical Analysis, Value Investing, Equity Valuation, Trading, Industry Analysis, Equity Research, Financial Reporting, Financial Markets, Equities, Portfolio Management, Valuation, Financial Analysis, Corporate Finance, Mutual Funds, Bonds, Analysis, Commodities, Options, Alternative Investments, Securities, DCF, Thomson One, Investments, Investment Strategies, Capital Markets, Asset Allocation, Asset Managment, Hedge Funds, Financial Statement..., Investment Research, Investment Management, Quantitative Finance, Economics, Investor Relations, ETFs, Equity Trading, Fundamental Analysis, Market Research, Growth Investing, Financial Services, Macroeconomics, Financial Research, Stocks, Thompson One, Fixed Income, Venture Capital, Bloomberg, Financial Modeling
Education
Illinois Institute of Technology 2009 — 2011
Master of Science, Finance; Financial Market concentration
University of Michigan 1997 — 2001
B.A., Economics
Zacks Investment Research November 2006 - Present
Optcapital November 2005 - August 2006
Fisher Investments December 1999 - November 2005
Lincoln Financial Group June 1998 - November 1999
The Financial Group September 1992 - June 1998
Case International June 1989 - August 1992
Skills
Investment Advisory, Retirement, Wealth Management, Asset Allocation, 401k, Strategy
Education
Cornell University 1986 — 1989
BA, Business with minor in finance
Cambridge Associates September 1994 - Present
Channing House 2003 - 2009
The Gunn Foundation 2004 - 2007
Cornerstone Research November 1988 - May 1994
Zacks Investment Research July 1986 - October 1988
Beamer Fonner, Inc. 1983 - 1984
Tata Motors February 1980 - August 1982
Indian Space Research Organisation April 1978 - June 1978
Skills
Asset Management, Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds
Education
The University of Chicago Booth School of Business 1984 — 1988
MBA, Accounting, Economics, Finance
University of Illinois at Urbana-Champaign - College of Business 1982 — 1984
MAS, Accountancy
Indian Institute of Management, Ahmedabad 1977 — 1979
PGDM
B. M. S. College of Engineering 1972 — 1977
B.E., Electronics Engineering
Mt. St. Mary's High School 1969 — 1971
I.S.C., Science
Zacks Investment Research 2012 - Present
Skills
Sales Management, Advertising Sales, Online Advertising, Publishing, New Business Development, Lead Generation, Mobile Marketing, Digital Marketing, Advertising, Strategic Partnerships, Digital Media, Integrated Marketing, Marketing Strategy, Email Marketing, Salesforce.com, Sales, Direct Marketing, Online Marketing, Business Development, Start-ups, Selling, SEM, Leadership, Digital Strategy, Mobile Advertising, Social Media Marketing, PPC, Interactive Marketing, Web Analytics, E-commerce
Education
California State University-Sacramento
BA
Morningstar January 2015 - Present
Sears Holdings Corporation November 2011 - December 2014
Fermi National Accelerator Laboratory June 2010 - November 2011
Aardvark Trading May 2008 - April 2010
KC-CO II, L.L.C. September 2006 - May 2008
Zacks Investment Research August 2004 - September 2006
Skills
Puppet, BMC Bladelogic, Linux, Networking, Virtualization, VMware, Apache, SQL, Infrastructure, Operating Systems, Red Hat Linux, Perl, System Administration, DNS, Ubuntu, MySQL, Unix Shell Scripting, Solaris, Network Security, Firewalls, High Availability, TCP/IP, AIX, Bash, Shell Scripting, Disaster Recovery, Servers, CentOS, Cluster, Linux System..., Windows Server, SAN, Data Center, Unix, Network Administration, Active Directory, VPN, Web Development, Cloud Computing, IT Asset Management, Python, HP-UX, RedHat
Education
Millikin University 1996 — 2000
BS, Management Information Systems
Zacks Investment Research February 2011 - Present
Guerra Investment Advisors February 2011 - Present
Thomson Reuters May 2009 - December 2009
Thomson Reuters June 2008 - May 2009
Reuters StockVal 2000 - 2008
StockVal 2000 - 2008
Thomson Reuters September 1996 - June 2000
Skills
Financial Markets, Equities, Portfolio Management, Hedge Funds, Equity Research, Derivatives, Asset Managment, Trading, Capital Markets, Series 7, Bonds, Project Management, Valuation, Securities, Commodity, Venture Capital, Quantitative Finance, Wealth Management, Investment Banking, Investor Relations, Investment Advisory, Economics, Market Data, Financial Analysis, Financial Risk, Equity Valuation, Alternative Investments, Options, Investment Strategies, Corporate Finance, Relationship Management, Asset Allocation, Mutual Funds, Fixed Income, Risk Management, Equity Trading, Electronic Trading, Trading Systems, Bloomberg, Finance, Financial Services, Technical Analysis, Investment Management, Quantitative Analytics, FX Options, Investments, ETFs, Financial Modeling, Strategy, Asset Management
Education
Arizona State University - W. P. Carey School of Business 1989 — 1994
BS, Finance
Ingredion Incorporated January 2014 - Present
Ingredion Incorporated July 2013 - January 2014
Kordsa Global February 2007 - June 2009
Zacks Investment Research March 2006 - November 2006
Tilson May 2003 - July 2005
Skills
Customer Service, Microsoft Excel, Outlook, English, Microsoft Word, Windows, Talent Management, HR Analytics, Talent Acquisition, ADP Payroll, New Hire Orientations, Talent Assessment
Education
Indiana University-Purdue University at Indianapolis 1998 — 2001
Bachelor of Science (BS), Human Resources and Business Management
Zacks Investment Research October 2014 - Present
INCISENT Technologies October 2012 - June 2014
Performance Trading, LLC May 2012 - October 2012
Strive Logistics, LLC January 2011 - April 2012
Strive Logistics, LLC April 2010 - December 2010
Echo Global Logistics March 2009 - February 2010
CareerBuilder.com May 2008 - December 2008
Michigan State University June 2005 - August 2007
Skills
Sales, Account Management, Marketing, Social Media, Digital Marketing, Technical Support, Google Adwords, SEO, SEM, RFP, Digital Strategy, Brand Development, Client Development, Public Relations, Customer Retention, Client Relations Skills, Campaign Strategies, Brand Awareness, Up-selling, Key Account..., Close Attention to..., Usage Analysis, Cold Calling, Microsoft Office, Transportation, Supply Chain Management, Deal Closure, Customer Service, Learning Quickly, Logistics, Training, Microsoft Word, Microsoft Excel, PowerPoint
Education
Michigan State University 2002 — 2007
Bachelor of Arts, Communication/Public Relations
Bank of America Merrill Lynch June 2013 - Present
Allstate April 2013 - April 2013
Northern Trust October 2012 - January 2013
Tower Hill Trading January 2012 - October 2012
Zacks Investment Research March 2011 - August 2011
JPMorgan Chase May 2008 - July 2009
MetLife July 2004 - April 2008
Skills
Investments, Mutual Funds, Equities, Asset Allocation, Finance, Loans, Mortgage Lending, Insurance, Trading, Customer Service, Financial Advisory, Underwriting, Microsoft Excel, Retirement, Fixed Annuities, PeopleSoft, Financial Services
Education
Florida State University 1999 — 2003
Bachelors of Science, Finance
Florida State University 1999 — 2003
Bachelors of Science, Management Information Systems
CB&I April 2015 - Present
SilverFern MLW October 2013 - April 2015
Metropolitan LifeWorks, Inc. December 2011 - October 2013
LaSalle University September 2005 - May 2007
ESEI May 2004 - May 2007
BBS August 2005 - April 2007
Zacks Investment Research August 2002 - November 2004
AssetMark Investment Services July 2000 - July 2002
PaineWebber May 1996 - May 2000
Lew Lieberbaum 1994 - 1999
Skills
Public Speaking, Direct Marketing, Direct Sales, Training & Development, Staff Training, Interviewing, Interview Coaching, Management Consulting, Sales Management, Account Management, Risk Management, Financial Analysis, Financial Planning, Financial Management, Financial Markets, Quantitative Analysis, Asset Allocation, Asset Management, University Teaching, Teaching/mentoring, International Business, Equity Derivatives, Equity Research, Business Planning, Strategic Planning, Budgeting, Team Leadership, Leadership Development, Organizational..., Situational Leadership, Team Building, Team Management, Managing High..., Market Research, Marketing Research, Presentation Coaching, Asset Managment, Mergers & Acquisitions, Marketing, Quantitative Analytics, Management, Marketing Strategy, Finance, Investments, Interviews, Strategic Financial...
Education
Palm Beach Atlantic University 1994 — 1996
Education, Economics
Kutztown University of Pennsylvania 1992 — 1993
Political Science
Zacks Investment Research February 2011 - Present
J.P. Morgan July 2005 - December 2010
Edward Jones September 2001 - June 2005
Charles Schwab October 1989 - September 2001
Skills
Options Trader, Managed Futures, Investment Research..., Institutional Sales, Institutional Investors, Institutional..., Trading, Financial Markets, Hedge Funds
Education
Indiana University Bloomington
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 Research March 2006 - Present
TheStreet.com Inc. March 2005 - March 2006
China Pacific Insurance Company September 2001 - December 2003
Young & Partners, LLC August 2000 - September 2001
Education
McMaster University 1998 — 2000
MBA, Finance
Western University 1996 — 1998
Master, Biochemistry
The Second Military Medical University 1987 — 1990
Master, Pharmacology
The Second Military Medical University 1983 — 1987
Bachelor, Pharmacy
IPL CONSULTING January 2010 - Present
U.S. Cellular September 2011 - December 2011
INNOVATIVE Consulting & Technology January 2010 - February 2010
Exelon 2000 - 2009
ComEd 1997 - 2000
Zacks Investment Research 1995 - 1997
Skills
Microsoft SQL Server, Integration, Active Directory, XML, Software Development, Visual Basic, SQL, Windows Server, SDLC, Servers, Visio, Business Intelligence, Requirements Analysis, Troubleshooting, Testing, Access, Databases, System Deployment, Enterprise Software, Security
Education
Dnipropetrovs'kij Nacional'nij Universitet
MS, Computer Science & Mathematics
Broadbean Technology February 2015 - Present
Interactive Brokers July 2008 - September 2013
Zacks Investment Research November 2007 - May 2008
Consulting at Russia September 1997 - August 2007
Skills
PL/SQL, C++, CVS, Perl, Java, PHP, STL, SQL, MySQL, Linux, Servlets, Apache, JBoss, EJB, Tomcat, C, Databases, Software Development, Unix, Web Development, Oracle, Unix Shell Scripting
Education
Bauman Moscow State Technical University 1992 — 1998
Master, Computer science, electrical engineering
TEKsystems March 2015 - Present
TEKsystems November 2013 - Present
TEKsystems January 2010 - November 2013
TEKsystems January 2003 - December 2009
TEKsystems February 2001 - December 2002
TEKsystems August 1999 - February 2001
Zacks Investment Research 1998 - 1998
Fleishman-Hillard 1997 - 1997
Skills
Human Resources, Business Analysis, Recruiting, SDLC, Integration, Oracle, Consulting, Leadership, Business Intelligence, Quality Assurance, Time Management, Management, Staff Augmentation, Technical Recruiting, SAP, Interviews, Staffing Services, Internet Recruiting, Contract Recruitment, Information Technology, Networking, Customer Service, Applicant Tracking..., Sales, SharePoint, Temporary Placement, ERP, Vendor Management, SQL, Account Management, Oracle E-Business Suite, .NET, Public Relations, Process Improvement, Career Counseling, Requirements Analysis, Java, PeopleSoft
Education
Bradley University 1995 — 1999
Public Relations
Acadia Trust, N.A. / Camden National Corp. April 2010 - Present
Zacks Investment Research July 2009 - August 2010
R. R. Wolfe and Company April 2003 - July 2010
Saint Joseph's College September 2008 - May 2009
Dutton Associates January 2000 - July 2008
Zacks Investment Research January 2004 - August 2006
Unum March 1994 - July 1999
Skills
Investment Advisory, Wealth Management, Securities Analysis, Portfolio Management, Equity Research, Fixed Income Research, Client Relationship..., Investments, Financial Analysis, Security Analysis, Valuation, Fixed Income Analysis
Education
Ecole des hautes Etudes commerciales
PIM, International Business
Michigan State University
BA, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Zacks Investment Research July 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Finance, Sales, Accounting, PowerPoint, Financial Analysis, Data Analysis, Organization, Vision, Stakeholder Engagement
Education
Illinois State University 2011 — 2013
Bachelor's degree, Major Finance, Minor Accounting, Minor Economics, Honors Recognition
Waubonsee Community College 2009 — 2011
Associates, Business
Geneva Community High School
Paulson Investment Company, LLC July 2015 - Present
Windy City Financial Holdings June 2014 - July 2015
Gryfon Advisors, LLC April 2013 - July 2015
Gentry Capital Advisors July 2012 - April 2013
Advanced Equities November 2009 - June 2012
Zacks Investment Research 2007 - 2008
Elite Mortgage Concepts of Southwest Florida 2004 - 2007
Azure Adventures 2002 - 2006
Merrill Lynch 1999 - 2004
Skills
Private Equity, Venture Capital, Alternative Investments, Investment Banking, Hedge Funds, Equities, Valuation, Investments, Private Placements, Financial Advisory, Start-ups, Securities, Capital, Financial Services, Capital Raising, Financial Structuring, Growth Capital, Entrepreneurship, Finance, Fixed Income, Real Estate, New Business Development, Cleantech, Due Diligence, Corporate Development, Credit, Wealth Management, Debt, Solar Energy, Biofuels, Wind Power, Fuel Cells, Electric Vehicles, Semiconductor Industry, Angel Investing, Strategic Partnerships
Education
University of Illinois at Urbana-Champaign 1993 — 1996
Bachelor of Arts, History, Political Science
University of Illinois Springfield 1996 — 1998
Master of Arts, History
Arizona State University 1991 — 1994
hinsdale central 1988 — 1991
BNY Mellon Charitable Gift Fund August 2012 - Present
Vertical Capital Income Fund July 2011 - Present
FUSE Research Network LLC October 2008 - Present
PMR Associates LLC July 2006 - Present
Financial Investors Variable Insurance Trust (FIVIT) 2007 - 2010
Financial Research Corporation 1987 - 2006
Kemper Financial Services 1983 - 1987
Zacks Investment Research 1983 - 1984
Skills
cribbage, Panel Moderator, Event Planning, Billiards, Darts, Portfolio Management, Management, Market Research, Marketing, Asset Management, Financial Services, Leadership, Business Strategy, Mutual Funds, Alternative Investments, Solution Selling, Fund Of Funds, Pensions, Product Marketing, Investment Management, Mergers & Acquisitions, Hedge Funds, Corporate Communications, Financial Analysis, Integrated Marketing, Valuation, Financial Markets, Retirement Planning, Funding, 401k, Asset Allocation, Institutional..., Equity Research, Capital Markets, Investments, Access, Competitive Intelligence, Bonds, Direct Marketing, Bloomberg, Venture Capital, Entrepreneurship, Strategy, Trading, Morningstar, Digital Marketing, Thought Leadership, Financial Market..., Marketing Communications, Investment Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1984
MBA, Finance
Marquette University 1979 — 1983
BS, Business Administration (Finance)
Delone 1976 — 1979
Squire
NetSuite, Inc. September 2015 - Present
Zacks Investment Research June 2014 - August 2014
RuffaloCODY September 2012 - April 2014
Skills
Stewardship, Annual Giving, Fundraising, Nonprofits, Philanthropy, Interpersonal Skill, Teamwork, Team Leadership
Education
Miami University 2011 — 2015
Bachelor of Science in Business, Finance, General
UHC November 2013 - Present
UHC November 2001 - Present
Arthur Andersen, LLP 1998 - 2001
CNA Insurance 1997 - 1998
Zacks Investment Research 1995 - 1997
Skills
Leadership, Strategic Planning, Software Product..., User Experience, Axure, Healthcare Analytics, Business Intelligence, Data Visualization, Tableau, QlikView, IT Operations, CRM, Salesforce.com, Siebel, Microsoft CRM, ERP, PeopleSoft, Team Building, Vendor Management
Education
DePaul University 1994 — 1997
BA, Finance
Benedictine University 2002 — 2006
MBA, MIS
Oakton Community College 1991 — 1994
AA, Liberal Arts
Zacks Investment Research April 2013 - Present
Zacks Investment Research July 2010 - April 2013
ETF Database February 2010 - July 2010
thinkorswim June 2009 - November 2009
Skills
Logistics, Financial Markets, Equities, Analysis, Portfolio Management, Trading, Management, Corporate Finance, Training, Project Management, Hedge Funds, Equity Research, Asset Management, Capital Markets, Securities, Finance, Investments, Alternative Investments, Equity Trading, Derivatives, Asset Allocation, Valuation, Financial Analysis, ETFs, Bonds, Mutual Funds, Market Data, Fixed Income, Options, Accounting, Investment Management, Forecasting, Trading Systems, Asset Managment, Investment Strategies, Bloomberg, Risk Management, Financial Modeling, Wealth Management, Series 63, Equity Valuation, Hedging, Commodity, Private Equity, Financial Services, Investment Advisory
Education
DePaul University 2004 — 2009
B.S., Finance
Wheaton-Warrenville South High School 1996 — 2000
Diploma, General Studies
Sunrise Senior Living May 2014 - Present
One Day on Earth October 2013 - February 2014
Rambler Productions March 2011 - May 2013
Loyola University Chicago 2012 - 2013
Facets Multi-Media September 2012 - December 2012
Zacks Investment Research June 2012 - August 2012
Filmmaker Danielle Beverly May 2011 - August 2011
Skills
Final Cut Pro, Adobe Creative Suite, Microsoft Office, Video, Film, Marketing, Film Editing, Videography, Social Media, Film Production
Education
Loyola University Chicago 2009 — 2013
Bachelor of Arts (BA), International Film and Production
CVS Health June 2014 - Present
Business Wire, a Berkshire Hathaway Company March 2012 - November 2013
Zacks Investment Research September 2010 - March 2012
NEUSTAR ULTRADNS / WEBMETRICS 2008 - March 2009
Cars.com August 2006 - October 2008
Morningstar March 2004 - July 2006
Curian Capital LLC January 2003 - February 2004
US Navy January 1993 - February 1995
Skills
Salesforce.com, Account Management, Lead Generation, Cold Calling, Sales, New Business Development, B2B, Sales Management, Sales Process, SaaS, Online Advertising, Direct Sales, Customer Service, CRM, SEM, E-commerce, Product Marketing, Social Media Marketing, Start-ups, Marketing Strategy, Market Research, Email Marketing, Social Networking, Enterprise Software, Social Media, Mobile Marketing, Strategic Partnerships, PPC, Customer Acquisition
Education
Illinois State University 1997 — 2000
BS, Finance
LOGe Risk Advisors June 2014 - Present
Independent Wealth Management 2004 - June 2014
Kottke Associates 2001 - 2004
Zacks Investment Research 2000 - 2001
Goldman Sachs (acquired The Hull Group 1999) 1997 - 2000
Main Street Trading Company 1996 - 1997
US Navy 1993 - 1996
Cutting Edge Concepts, LLC 1993 - 1996
Skills
Trading Strategies, Trading, Finance, Analysis, Trading Systems, Hedge Funds, Investment Strategies, Alternative Investments, Technical Analysis, Hedging, Financial Analysis, Bloomberg, Options, Portfolio Management, Asset Allocation, Investment Management, Equity Research, Electronic Trading, Proprietary Trading, Equity Trading, Securities, Sales Presentations, Manage Client..., Negotiation, Client Development, Portfolio Optimization, Client Presentation, Sales Process, Sales Management, Morningstar, Research, Customer Retention, CQG, TradeStation, Asset Management, Equities, Commodity Markets, CRM
Education
Cornell University
Bachelor of Science (BS), Business Administration and Management
United States Navy Aviation Officer Candidates School
Commissioned Naval Officer, Aviation - Naval Aviator
Mediktor May 2015 - July 2015
Zacks Investment Research January 2015 - May 2015
ICM Properties, Inc. May 2014 - January 2015
All Terrain April 2014 - January 2015
Spotify September 2013 - December 2013
Skills
Social Media, Adobe Design Programs, Sales, Apparel, Social Networking, Facebook, Computer Proficiency, Close Attention to..., Communication, Organization, Microsoft Office, Fundraising, Time Management, Critical Thinking, PowerPoint, Teamwork, Microsoft Word, Marketing, Event Planning, Personal Finance, Financial Analysis, Design, Public Speaking, Finance, SPSS, Market Research, Qualtrics
Education
Loyola University Chicago 2012 — 2016
Bachelor's degree, Finance, General, Junior
Zebra Technologies December 2012 - Present
Freelance Art Director November 2007 - Present
Lakeshore Interactive LLC January 2012 - December 2012
Viewpoints Network January 2010 - January 2012
Zacks Investment Research March 2008 - February 2010
Kaplan Professional August 2006 - March 2008
Western Michigan University College of Arts and Sciences August 2005 - August 2006
Skills
Graphic Design, Web Design, Adobe Creative Suite, Flash, Art Direction, HTML 5, CSS3, User Experience Design, Usability Testing, Responsive Design, jQuery, JavaScript, Adobe Acrobat, Microsoft Office, Wordpress, Social Media Marketing, Interaction Design, Logo Design, InDesign, Dreamweaver, WordPress, Illustrator, Email Marketing, HTML, CSS
Education
DePaul University 2009 — 2011
MA, New Media Studies
Western Michigan University 2002 — 2006
BA, Public Relations, Graphic Design
Northwestern University July 2014 - Present
Northwestern University May 2013 - July 2014
Loyola University Chicago's Quinlan School of Business May 2012 - May 2013
Loyola University Chicago's Quinlan School of Business May 2011 - May 2012
Loyola University Chicago January 2009 - May 2011
Zacks Investment Research August 2008 - December 2008
Zacks VerticalReach Media May 2008 - August 2008
Jockey International May 2007 - August 2007
Skills
Social Media, Event Planning, Fundraising, Public Speaking, Public Relations, Event Management, Marketing Communications, Non-profits, Marketing, Strategic Planning, Annual Giving, Higher Education, Nonprofits, Stewardship, Leadership, Alumni Relations, Program Management, Advertising, Management, Recruiting
Education
Loyola University of Chicago 2006 — 2008
Advertising and PR, Marketing
Cottey College 2004 — 2006
Associate, Gen Ed
Northwestern University
Deutsche Bank June 2012 - Present
Bank of America Merrill Lynch December 2009 - May 2012
Credit Suisse September 2008 - December 2009
Lehman Brothers June 2007 - September 2008
Deutsche Bank August 2003 - June 2007
JPMorgan Chase June 2002 - August 2003
Barclays Capital October 1996 - June 2002
Zacks Investment Research April 1995 - August 1996
Skills
Derivatives, Equity Derivatives, Interest Rate..., Trading, Capital Markets, Product Control, Credit Derivatives, Operational Risk, Equities, Fixed Income, Interest Rate Swaps, Financial Risk, Commodity, CDS, Swaps, Risk Management, Structured Products, Valuation, Financial Reporting, Market Risk, Rates, Financial Modeling, Risk Analysis, Change Management, VBA, Bloomberg Terminal, Credit Risk, Equity Trading, Public Speaking, Corporate Finance, Hedge Funds, Financial Management, Quantitative Analysis, Exotic Derivatives, P&L Management, College Recruiting, Reuters, Price Testing, Mathematical Modeling, Coaching, Bloomberg
Education
Illinois Institute of Technology 1995 — 1996
Masters of Science, Financial Markets and Trading
Western Michigan University - Haworth College of Business 1991 — 1993
MBA, Finance
University of Notre Dame 1987 — 1991
BA, Arts and Letters - Government
Portage Central High School 1983 — 1987
diploma, College Preparatory
Alpha Distributors, Inc. July 2012 - Present
Executive Boxing Chicago July 2010 - June 2012
Zacks Investment Research June 2007 - June 2012
Skills
Sales, Account Management, Sales Process, Email Marketing, Sales Management
Education
DePaul University 2003 — 2007
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Johnson Level & Tool 2007 - Present
Johnson Level & Tool 2004 - 2006
Sensient Technologies Corporation 2001 - 2004
PwC 1998 - 2001
Zacks Investment Research 1995 - 1998
Wells Fargo Advisors 1994 - 1995
Skills
Strategic Planning, Financial Analysis, Financial Modeling, Leadership, Social Media Marketing, Marketing Strategy, Information Technology, Mergers & Acquisitions, Brand Development, Microsoft Excel, Forecasting, Negotiation, Sales, Marketing Communications, Account Management, Accounting, Business Strategy, Management, Manufacturing, Marketing, New Business Development, Process Improvement, Sales Management
Education
University of Wisconsin-Madison 1988 — 1993
BBA, Marketing & Real Estate
DePaul University 1996 — 1998
MBA, Finance, 3.92
Homestead High School 1984 — 1988
Zacks Investment Research January 1991 - Present
Education
Lake Forest Graduate School of Management 1999 — 2001
MBA
DePaul University 1989 — 1992
BS, Accountancy
Triton-College 1987 — 1988
AS, Business
HSBC 2015 - Present
PwC 2013 - 2015
Sagence Consulting 2012 - 2013
Peritius Consulting, Inc 2011 - 2012
Torsekar Consulting 2010 - 2012
Zacks Investment Research 2008 - 2010
IBM 2005 - 2009
Refco 2001 - 2005
American Medical Association 2000 - 2001
American Medical Association 1999 - 2000
Skills
Requirements Gathering, Financial Services, Consulting, Project Management, Web 2.0, Leadership, Marketing Strategy, Software Documentation, Public Speaking, Strategy, Business Strategy, Entrepreneurship, Analytics, Business Analysis, Management Consulting, Business Intelligence, IT Strategy, Program Management, Social Media Strategist, Email Marketing, Content Writing, Content Marketing, Business Process..., SEO, Vendor Management, Process Improvement, Project Delivery, Business Process, CRM, SDLC, Business Development, Integration, Cross-functional Team..., Change Management, PMP, Software Development, Lead Generation, Project Portfolio..., Management, Risk Management, Enterprise Architecture, Telecommunications, Data Warehousing, Business Transformation, Outsourcing, Enterprise Software, PMO, Software Project..., E-commerce, Requirements Analysis
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance, Strategic Management, Entrepreneurship
DePaul University 2000 — 2003
MS, Information Systems
Washington University in St. Louis
BA, History, French
Maumee Valley Country Day School
Reading, Writing, Rocking, Rolling
CBIG Recruiting & Staffing September 2008 - Present
Zacks Investment Research 2006 - 2008
Fromelt Commodities, LLC April 2005 - January 2007
Professional Mortgage Partners 2002 - 2005
Turning Point Securities March 2001 - July 2002
Skills
Business Intelligence, Data Warehousing, Business Objects, SSIS, Cognos, Informatica, Oracle, SSRS, Microstrategy, Microsoft SQL Server, Teradata, Datastage, Business Analysis, ETL, Technical Recruiting, SQL, Databases, Recruiting, .NET, Consulting, Performance Management, Visual Basic, Benefits Negotiation, Sales, EPM, VB.NET, SDLC
Education
New Mexico State University 1992 — 1995
BS, Marketing/Professional Golf Management
Northern Illinois University 1991 — 1992
Schaumburg High School
TopLearning January 2015 - June 2015
Scholaris Academy October 2013 - December 2014
Shanghai Pinghe School July 2011 - June 2013
Zacks Investment Research 2010 - June 2011
Naperville Park District 2008 - June 2011
Model United Nations at North Central College September 2009 - March 2010
North Central College October 2009 - January 2010
North Central College August 2008 - December 2009
Summer Language Institute June 2008 - August 2008
North Central College January 2008 - March 2008
Skills
Ballet, Teaching English, English grammar, ESL, Cultural Diversity, Cultural Awareness, Cultural Sensitivity, Analytic Thinking, TESOL, ESL Instruction, Tutoring, Travel Writer, Teaching English as a..., Dance, International Relations, Research, Teaching, Photography, Writing, Resolving Conflicts, Problem Solving, Cultural Diplomacy, Dance Instruction, Tap, Jazz, Educational Leadership, Situational Leadership, Model United Nations, Diplomacy, Data Analysis, Intercultural..., Curriculum Design, Creative Writing, Blogging, Foreign Languages, Language Teaching, Mandarin, Editing, English
Education
Concordia University-Irvine 2011 — 2014
Master's Degree, International Studies, International Education focus
North Central College 2006 — 2010
Bachelor of Arts (B.A.), Global Studies with International Relations focus; Social Change & Public Advocacy [minor]
2008 — 2008
Certificate, International Relations
Kyoto Gakuen University 2007 — 2007
Certificate, Japanese Language & Culture
Beijing Foreign Studies University 2007 — 2007
Certificate, Chinese Language & Culture
AHIMA May 1999 - December 2014
Zacks Investment Research 1997 - 1999
The Signature Group 1991 - 1997
Nightingale-Conant 1987 - 1989
International Masters Publishers 1987 - 1989
Knapp Communications 1984 - 1987
APS Advertising 1983 - 1984
Skills
Integrated Marketing, Marketing Communications, Direct Marketing, Newsletters, Email Marketing, Healthcare, Direct Mail, Positioning, Marketing Strategy, Publishing, Trade Shows, Online Marketing, Leadership, Marketing, Brand Development, Press Releases, Marketing Management, Lead Generation, Content Development, Nonprofits, Account Management, Public Relations, Creative Direction, Writing, Copywriting
Education
California State University-San Bernardino 1981 — 1983
B.A., English
San Bernardino Valley College 1979 — 1981
AA, English
Zacks Investment Research July 2014 - Present
Self Employed January 2007 - June 2014
American Chartered Bank June 2006 - July 2007
Skills
Customer Service, Microsoft Office, Team Building, Microsoft Excel, Microsoft Word, Web Development, E-commerce, Spanish, Strategic Thinking, Game Theory, Online Gaming, Gaming Industry, Casino Gaming, Gaming, Online Gambling, Gambling, Casino, Poker, Online Poker, Finance, Personal Finance, Financial Markets, Risk Management, Risk Assessment, Probability, Applied Probability, Timely Decision Making, Highly detail oriented, Pattern Recognition, High Pressure..., High Pressure Situations, Self-starter, Highly motivated..., Discipline, Self-driven, Self Management, Banking, International Business, Stock Market, Stock Trading, International Awareness, Financial Statements, Investments, Investment Strategies, Teller Operations, HTML, Sales, Financial Risk..., Investment Banking, Multi Tasking
Education
Elmhurst College 2006 — 2008
Bachelor's degree, Finance, General
Harper College 2002 — 2005
ShopperTrak May 2015 - Present
UCLA March 2011 - April 2015
Agency.com 2008 - 2011
Self Employed 1996 - 2010
The Art Institute of Chicago 2006 - 2007
Zacks Investment Research June 1999 - September 2000
Skills
Software Development, User Interface Design, User-centered Design, IP Networking, Mobile Applications, Embedded Systems, Linux, Digital Art, Flash, Information Architecture, PHP, Web Design, Agile Methodologies, Maya
Education
DePaul University 2010 — 2012
BA, Scalable Information Systems
Zacks Investment Research August 2011 - Present
Seeking Alpha August 2010 - July 2011
First National Bank of Omaha November 2008 - July 2010
Skills
Financial Analysis, Sales, Marketing Strategy, Management, Analysis, Equity Research, Microsoft Office, Investments, Social Media, Social Media Marketing, Financial Modeling, Equities, Sales Management, Customer Service, Salesforce.com, Negotiation
Education
Indiana University 2004 — 2008
Bachelors Degree, International Studies /Business Foundations
Indiana University 2004 — 2008
B.A, International Studies /Business Foundations
Indiana University Bloomington 2004 — 2008
BA, Inernational Studies/Business
The Hebrew University 2006 — 2006
Hebrew
The Hebrew University
Citigroup June 2014 - Present
Canisius College August 2011 - Present
Superior Group February 2013 - June 2014
Trebuchet Trading March 2008 - March 2010
Kangaroo Trading- Chicago Mercantile Exchange August 2007 - March 2008
Zacks Investment Research February 2007 - August 2007
Cytrade Financial July 2006 - February 2007
Skills
Options, Trading, Bloomberg, Equities, Regression Analysis, Garch Forecasting, SAS programming, Eview, Box-Jenkins, Valuation, ERP Software, ARIMA, Inside Sales, Series 6, Time Series Analysis, Hedging, Forecasting, Fixed Income, Sales, Demand Generation, Eviews, Risk Management, Investments, Finance, Strategy, Derivatives, Commodity, Portfolio Management, Financial Markets
Education
Canisius College 2011 — 2012
M.B.A., Finance
DePaul University 2010 — 2011
M.B.A., Finance/Real Estate
Canisius College 2002 — 2006
Bachelor of Science, Finance
Williamsville South High School 1998 — 2002
Regents, French/Business
Zacks Investment Research February 2007 - Present
InfraGard Chicago Members Alliance 2006 - Present
BIOCARBON13 2001 - Present
linkedIn-Financial Economic Netwrok 2014 - 2014
professional network 1996 - 2014
Linn Group January 1998 - February 2007
E. D. and F. Man Investments March 1996 - January 2001
Medical Laboratories (various) January 1985 - August 1994
Skills
Analysis, Project Management, CRM, Financial Analysis, Management, Leadership, Analytics, Microsoft Office, Research, Financial Modeling, Business Strategy, Market Research, Product Development, Project Planning, Team Building, Trading, Investments, Forecasting, Complex Project..., Trading Systems, Finance, Risk Management, Business Analysis, Data Analysis, Portfolio Management, Operations Management, Budgets, Databases, Team Management, Economics, Technical Analysis, Quality Assurance, Software Development, Process Improvement, Electronic Trading, Strategy, Investment Strategies, Management Consulting, Asset Management, Team Leadership, Microsoft Excel, Business Intelligence, Program Management, Competitive Analysis, Business Development, Change Management, Agile Project Management
Education
Loyola University Chicago 1995 — 1998
MBA, Economics, Finance, International Business, Derivatives
University of Missouri-Kansas City 1980 — 1985
Bachelor of Science, Medical Laboratory Technology
Zacks Investment Research November 2004 - Present
Stalla Review October 2007 - June 2010
BlackRock, Inc. February 1998 - February 2003
General Accident February 1995 - February 1998
First National Bank of Maryland February 1984 - February 1995
Skills
Investment Management, Equity Research, Investments, Finance, Energy, Equity Valuation, Mutual Funds, Alpha Generation, Team-oriented, Asset Management, Valuation, Food & Beverage, Metals & Mining, Investment Valuation..., Index-tilt portfolio..., Equities, Portfolio Management, Financial Modeling, Financial Analysis, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 1972 — 1975
SB, Management Science
Glenelg High School
Endicott College January 2012 - Present
Northeast Equity Research Inc. January 2003 - Present
Zacks Investment Research January 2003 - Present
Skills
Microsoft Office
Education
Northeastern University 1996 — 1998
Master's Degree, Finance
Assumption College 1991 — 1995
Bachelor's Degree, Accounting
CareerBuilder.com March 2015 - Present
CareerBuilder.com July 2013 - March 2015
Zacks Investment Research April 2012 - July 2013
Northwest Swim Club May 2009 - October 2011
St. James's Place Wealth Management January 2010 - April 2010
Skills
Equities, Financial Modeling, Analytics, Online Research, Microsoft Office, Market Research, Investments, Financial Analysis, Client Relations Skills, Economics, Software Quality Control, Data Analysis, Sales Compensation, Xactly Incent, Sales Reporting, Compensation Planning
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Economics and Public Policy
IES London 2010 — 2010
Sg2 March 2014 - Present
Sg2 January 2010 - February 2014
WellNet Healthcare August 2006 - January 2010
Cision January 2005 - July 2006
Geneca May 2004 - January 2005
Zacks Investment Research October 1995 - January 2003
Skills
Management, Strategic Planning, New Business Development, Account Management, Healthcare, Business Development, Salesforce.com, Sales Management, CRM, Strategic Partnerships, Marketing Strategy, Marketing, Lead Generation, Sales Process, Business Strategy
Education
DePaul University Kellstadt Graduate School of Business 2002 — 2005
MBA, International Business and Marketing
Elmhurst College 1993 — 1995
BS, Finance
Illinois State University
salon W LLC 2004 - Present
Van Michael Salons Atlanta 2002 - 2004
Zacks Investment Research 2000 - 2001
Education
Iowa State University 1996 — 2000
Zacks Investment Research March 2000 - May 2003
Skills
Healthcare, Microsoft Office, Data Analysis, Strategic Planning, Microsoft Word
Education
National University of Health Sciences 2009 — 2014
Edgewood College 1999 — 2002
MBA, international business
University of Wisconsin-Milwaukee
Bachelor's Degree, Mathematics and Computer Science
StrikePoint Media June 2015 - Present
Zacks Investment Research December 2012 - June 2015
Zacks Investment Research June 2010 - December 2012
John Wiley and Sons October 2006 - February 2009
Morningstar June 1999 - May 2006
Skills
Integrated Marketing, Product Marketing, Email Marketing, Marketing, Strategic Planning, Analytics, Customer Acquisition, P&L Management, Project Management, Leadership, CRM, Positioning, Product Positioning, Marketing Management, Digital Marketing, Strategy, Management, Marketing Communications
Education
Loyola University of Chicago
Bachelor, Communications
New York University
Chicago Sun-Times September 2015 - Present
Nequity Partners November 2014 - Present
Zacks Investment Research September 2011 - September 2014
Move Inc. August 2009 - February 2010
Microsoft December 2005 - July 2009
Autotrader.com June 2003 - January 2006
AltaVista June 2000 - May 2003
Skills
Advertising Sales, Search Advertising, Digital Marketing, Business Development, Online Marketing, Sales Management, Sales, Advertising, Email Marketing, Online Advertising, SEM, Digital Strategy, Marketing, Direct Marketing, Mobile Marketing, CRM, Business Strategy, Management, Sales Operations, Leadership, Negotiation, Integrated Marketing, SEO, E-commerce, Web Analytics, Interactive Marketing, Social Media, Analytics, Start-ups, Social Media Marketing, Selling, Product Management, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2015 — 2018
Master of Business Administration (MBA)
Glenbard South High School 1989 — 1993
General
Illinois State University
Loras College
Economics, Economics
Voya Financial July 2015 - Present
DeWell Group May 2014 - February 2015
Dean's Behavioral Economics Lab, J Mack Robinson college of Business, Georgia State University January 2011 - January 2014
Zidisha June 2013 - November 2013
Zacks Investment Research June 2013 - August 2013
Skills
Economics, Econometrics, Stata, Economic Development, Experimental Economics, Financial Services, Financial Analysis, Microsoft Excel, Equity Research, Access, Macroeconomics, Research, Finance, Microsoft Office
Education
Georgia State University 2012 — 2013
Master of Arts (M.A.), Economics, 3.60
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
Bachelor of Business Administration (BBA), Finance and Business Economics, 3.74
The London School of Economics and Political Science (LSE) 2010 — 2010
Summer School
Novo Nordisk June 2004 - Present
Ortho-McNeil Pharmaceutical February 2002 - June 2004
Zacks Investment Research May 2001 - February 2002
Zacks Investment Research January 2001 - May 2001
Education
Cornell University 1996 — 2000
Bachelor of Science (B.S.), Policy Analysis and Management
Chicago Public Schools January 2007 - Present
National Council of State Boards of Nursing December 2004 - 2005
Independent Consultant August 2004 - December 2004
The Clearing Coporation October 1992 - December 2003
The Clearing Corporation 1993 - 2002
First Chicago September 1991 - November 1992
SBC/O'Connor , presently UBS March 1986 - August 1991
O'Connor and Associates 1986 - 1990
Zacks Investment Research February 1983 - March 1986
Skills
IT Strategy, Business Intelligence, Vendor Management, Software Development, Risk Management, Databases, Data Warehousing, SharePoint, Project Management, SDLC, Business Process, Business Process..., Consulting, Business Analysis, Management, Process Improvement, Strategic Planning, Software Project..., Requirements Analysis, Requirements Gathering, Integration, Enterprise Architecture, Program Management, Access, SQL, Optimization
Education
Keller Graduate School of Management 1984 — 1986
MBA, Finance
Loyola University of Chicago 1979 — 1983
BS, Computer Science
Sysco January 2015 - Present
Intel Corporation January 2011 - January 2015
National Investor Relations Institute (NIRI) - Seattle Chapter August 2013 - 2015
PalmSource Inc. November 2004 - May 2007
ACCESS ( formerly PalmSource) November 2004 - May 2007
Trimble February 2001 - October 2004
NASDAQ OMX (Formerly The Carson Group and Thomson Financial) March 1998 - January 2001
Zacks Investment Research 1997 - 1998
Skills
Financial Modeling, Valuation, Crisis Communications, Department Budgeting, Turn-around Situations, Investor Relations, Financial Analysis, Corporate Finance, Leadership, Mergers, Cross-functional Team..., Equities, Finance, Strategy, Forecasting, Investments, Mergers & Acquisitions, Financial Reporting, Analysis, Business Strategy, Marketing, Executive Management, Entrepreneurship, Process Improvement, Management, Budgets, Program Management, Competitive Analysis, Change Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA, General/Finance
Investment Banking Institute 2008 — 2008
Corporate Finance
Tulane University 1992 — 1997
BSM, Accounting/Finance
Niles Township High School North - Skokie, IL 1988 — 1992
High School Diploma, General
Sit Investment Associates January 2008 - Present
HighMark Capital Management 2005 - 2007
Zacks Investment Research 2003 - 2005
Rodman & Renshaw 2002 - 2003
A.G. Edwards & Sons, Inc. 1996 - 2001
Skills
Internet Services, Semiconductors, Semiconductor Equipment, Semiconductor..., Database Servers, Data Management, Computer Hardware, Telecom Infrastructure, Telecom Technologies, Network Engineering, Wireless Networking, Business Services, Software Engineering, Equity Research, Equity Valuation, Portfolio Management
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
Northwestern University 1985 — 1988
MEM
Marquette University 1978 — 1982
BSEE
Zacks Investment Research August 2013 - Present
Integrity Staffing Solutions November 2012 - August 2013
Morgan Stanley Smith Barney 2010 - 2012
JP Morgan Chase 2007 - 2009
ABN AMRO / LaSalle Bank 2004 - 2007
Business Objects Americas 2002 - 2004
MBNA America 1995 - 2002
Skills
Customer Relations, Account Management, Budgeting, Proposal Writing, Sales Support, Prospect Research, Team Coordination, Budgets, Financial Analysis, Sales, Customer Service, Sales Operations, Team Building, Lead Generation, Business Development, Sales Process, Solution Selling, CRM, Selling, Marketing, Management, New Business Development, Sales Management, Direct Marketing, Sales Presentations, Customer Satisfaction, Marketing Strategy, Process Improvement, Negotiation, Team Management, Training, Project Management, Coaching, Building Relationships, Relationship Building
Education
Cleveland State University
PhysicalFitnet January 2006 - Present
Equinox January 2002 - October 2005
Zacks Investment Research August 1999 - March 2001
Chase November 1998 - July 1999
Skills
Online Marketing, Fitness Training, Personal Training, Entrepreneurship, Marketing, Strength Training, Fitness
Education
Isenberg School of Management, UMass Amherst
BBA, Accounting
General Growth Properties May 2011 - Present
General Growth Properties February 2009 - April 2011
General Growth Properties February 2007 - January 2009
General Growth Properties March 2006 - February 2007
Rand McNally 2000 - 2003
Zacks Investment Research 1996 - 2000
Skills
Asset Management, Capital Markets, Investments, Real Estate, Financial Modeling, Valuation, Financial Analysis, Acquisitions, Due Diligence, Real Estate Economics, Real Estate Financing, Asset Managment, Work Outs, Loan Modifications, Real Estate Finance, Credit, Disposition, Business Development, Investment Properties, Corporate Real Estate, Real Estate Development, Leases, CMBS, Finance, Shopping Centers, Commercial Real Estate, Real Estate Transactions, Brokerage, Management, Contract Negotiation
Education
New York University 2004 — 2005
Master of Science, Real Estate Finance & Investment
Tulane University - A.B. Freeman School of Business 1992 — 1996
Bachelor of Science, Business
U.S. Cellular August 2012 - Present
Abbott Diagnostics September 2011 - August 2012
Pepsi Beverages Company January 2006 - April 2011
Pepsi Beverages Company June 2004 - January 2006
Ironbridge Software, Inc. October 1998 - July 2003
Information Resources 1990 - 1999
Zacks Investment Research 1987 - 1990
Skills
Cognos, Cognos ReportNet, Powerplay, Transformer
Education
Illinois Institute of Technology
BS
Capital Group Private Client Services April 2015 - Present
Capital Group Private Client Services June 2011 - April 2015
RNC Genter Capital Management 2008 - 2011
Zacks Investment Research 2006 - 2008
State Representative Harry Osterman June 2005 - November 2005
Education
DePaul University
B.A., Political Science
St. Benedict High School
University of California, Los Angeles
Huron Investments July 2009 - Present
Zacks Investment Research March 2006 - May 2009
Ennis Knupp & Associates February 2005 - March 2006
EKA January 2005 - March 2006
ECHOTRADE February 2003 - January 2005
Skills
Trading, Consulting, Investments, Financial Markets, Equities, Financial Analysis, Options, Financial Modeling, Risk Management, Hedge Funds, Alternative Investments, Finance, Due Diligence, Securities, Asset Management
Education
NYU College of Financial Planning 2012 — 2012
Ball State University - College of Business 1998 — 2002
Bachelor of Science (BS), Finance, General
Zacks Investment Research September 2012 - Present
Thomson Reuters February 2001 - August 2012
Thomson Reuters, StockVal 2003 - 2009
StockVal 1999 - 2001
StockVal 1997 - 1998
StockVal 1995 - 1997
United States Army July 1987 - July 1991
Skills
Market Data, Financial Markets, Product Management, Business Analysis, Agile Methodologies, Account Management, Equities, Business Development, Portfolio Management, Requirements Analysis, Analysis, Financial Services, Finance, Product Development, Microsoft Excel, VBA, Testing, Leadership
Education
Arizona State University - W. P. Carey School of Business 1992 — 1995
Bs., Finance
Bank of America November 2001 - June 2014
Zacks Investment Research 2000 - 2001
Education
Marquette University 1996 — 2000
Marquette University 1996 — 2000
River and Mercantile Asset Management LLP October 2012 - Present
LaSalle Street Capital Management January 2009 - April 2012
Credit Suisse HOLT February 2002 - December 2008
Credit Suisse May 2000 - February 2002
The Applied Finance Group January 1998 - May 2000
Zacks Investment Research 1996 - 1998
Skills
Fundamental Analysis, HOLT CFROI® Methodology, Equity Valuation, Investment Consultant..., Equities, Equity Research, Alternative Investments, Hedge Funds, Portfolio Management, Valuation, Capital Markets, Investments, Asset Managment, Financial Modeling, Fixed Income, Investment Banking, Private Equity, Investment Strategies, Asset Allocation, Asset Management, Strategy, Investment Management, Series 7, Finance, Mutual Funds
Education
Illinois State University 1990 — 1991
MBA, Finance, General
Illinois State University 1986 — 1988
Bachelor of Science (BS), Business Administration
multiVIDIA Productions 2012 - Present
The Film & Tape Works 2008 - January 2010
Career Education Corporation December 2002 - July 2007
Career Education Corporation November 2000 - December 2002
Weigel Broadcasting 1999 - 2000
Zacks Investment Research 1993 - 1999
Digital Equipment Corporation 1980 - 1993
Skills
Video Production, Video, Broadcast, Commercials, Film Production, Production Managment, Video Editing, Television, Post Production, Final Cut Pro, Photography, Sound, Advertising, Producing, HD Video, Multimedia, DVD Studio Pro, Camera, Cinematography, Videography
Education
DeVry Institute of Technology
Electrical and Electronics Engineering
McHenry County College
Associate’s Degree, Business, Management, Marketing, and Related Support Services
Symbol Training Institute
Computer Numerical Control
American Marketing Association 2003 - 2004
Loyola Press 2002 - 2003
Great Books Foundation 2001 - 2002
William Blair & Company 2000 - 2001
Zacks Investment Research 1999 - 2000
Education
DePaul University College of Law 2004 — 2005
DePaul University 1995 — 1999
State Development & Investment Corporation April 2014 - Present
State Development & Investment Corporation December 2012 - June 2013
Zacks Investment Research October 2010 - December 2012
University of Chicago Booth School of Business - Local Optima June 2011 - August 2011
Zacks Investment Research October 2007 - July 2011
Comadres. Inc August 2007 - October 2007
GuoDu Securities Co., Ltd July 2005 - August 2005
Skills
Product Management, Market Research, Data Analysis, Excel, Financial Modeling, C++, Project Coordination, Database Marketing, Industry Research, SAS Certified Base..., Business Strategy, Project Management, Microsoft Excel, Investments, Financial Markets, Analysis, Strategy
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Strategic Management, Accounting, Finance, Marketing
University of Chicago 2006 — 2007
Master of Art, International Relations (International Economy and Finance)
Nanjing University 2002 — 2006
BA, Finance
DePaul University
Master of Science, Computational Finance
Other
Understanding Our Differences June 2011 - Present
Hotel and Home Recovery June 2006 - December 2008
D&B Software 1990 - 1992
Nielsen Company 1988 - 1990
Zacks Investment Research 1987 - 1988
Putnam Investments 1983 - 1987
Skills
Strategic Planning, Public Speaking, Team Building, Business Development, Community Outreach, Leadership, Nonprofits, Marketing, Event Planning, Program Management, Marketing Strategy, Social Media, Strategy, Volunteer Management, Budgets, Fundraising, Management, New Business Development, Process Improvement
Education
Boston University Questrom School of Business 1984 — 1987
MBA, Finance
Union College 1979 — 1983
BA, Economics & Computer Science
Zacks Investment Research SalesZacks Investment Research1995 - 2009
Skills
Alternative Investments, Asset Allocation, Asset Management, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Portfolio Management, Valuation
Education
Indiana University Bloomington 1990 — 1994
BS, Business - Accounting
Illinois Institute of Technology
The Investor Relations Company January 2005 - August 2007
Zacks Investment Research 2004 - 2005
Outer Drive Associates LLC 2002 - 2004
The Financial Relations Board 1992 - 2002
Education
Marquette University 1971 — 1974
Master of Business Administration (M.B.A.), Finance, General
Nicor Gas March 2014 - Present
Nicor Gas April 2009 - March 2014
Nicor Gas July 2004 - April 2009
Prime Advantage June 2002 - June 2004
Zacks Investment Research July 1996 - June 2002
Zacks Investment Reseach 1996 - 2002
Skills
Crystal Reports, Microsoft SQL Server, Access, Software Documentation, Analysis, Data Analysis, Integration, Visio, Troubleshooting, MS Project, SDLC, Business Analysis, Databases, Oracle, SQL, Requirements Analysis, Business Process..., Vendor Management, Testing, Process Improvement, Project Planning, Business Intelligence, Quality Assurance, Project Management, Change Management, Software Project..., System Administration
Education
Aurora University 1992 — 1996
JP Morgan Chase February 2008 - Present
Zacks Investment Research November 2006 - February 2008
Harris Bank March 2003 - November 2006
Education
Governors State University 2000 — 2002
University of Illinois at Urbana-Champaign
West Central Association Chamber of Commerce May 2014 - Present
Greektown Special Service Area (SSA) #16 May 2014 - Present
RJB Capital 2001 - Present
Blitz Systems 1999 - 2001
Zacks Investment Research 1993 - 1999
Smith Barney 1992 - 1994
Skills
Asset Management, Management, Strategic Planning, Investments, Leadership, Hedge Funds, Portfolio Management, Equities, Strategy, Marketing, Valuation
Education
DePaul University
B.S.
Donovan Inc April 2013 - Present
Maryland Institute College of Art October 2009 - July 2011
Executive Service Corps of Chicago June 2007 - 2011
Zacks Investment Research April 1993 - April 2006
Rand McNally April 1980 - June 1982
Doubleday 1979 - 1980
Time Inc. June 1970 - September 1979
Skills
Product Development, Program Management, Strategic Planning, Team Building, Marketing Strategy, Project Management, Business Strategy, Management, Strategy, Budgets, Management Consulting, Marketing, Public Relations, Marketing Communications
Education
Bryant University 1963 — 1967
Marketing
Bryant University 1963 — 1967
Bachelor of Science (BS), Marketing
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
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
Modis October 2013 - Present
Collections Etc. 2006 - 2011
Hammond Port Authority 2003 - 2006
Sara Lee 1997 - 2002
Zacks Investment Research 1996 - 1997
Skills
Microsoft SQL Server, SSIS, SSRS, Databases, SQL, ETL, Data Warehousing, Business Intelligence, Software Development, Requirements Analysis, Oracle, DB2, XML, Crystal Reports, Systems Analysis, Access, VB.NET, Visual Basic, Database Design, Analysis, IBI Webfocus, Visio, ERP, SDA, HTML, Data Modeling, Data Analysis, RPG III, Stored Procedures, Database Administration, IBM iSeries, IBM AS/400, ASP, Visual Studio, T-SQL, IIS, RPG, VBScript, JavaScript, Business Objects, .NET, OS/400, Web Services, jQuery, Database Marketing, Security, ASP.NET, C#, PL/SQL, Oracle SQL
Education
MicroTrain Technologies 2013 — 2014
Information Technology
Saint Petersburg State Marine Technical University 1979 — 1985
MS, Mech. Engineering
Zacks Investment Research, Inc. April 2007 - Present
Zacks Investment Research, Inc. April 2006 - Present
Dainu Svente 2015 2015 - 2015
Dainu Svente 2015 2015 - 2015
Dainu Svente 2015 2015 - 2015
CRSP 2003 - 2006
Zacks Investment Research 1998 - 2003
Skills
Capital Markets, Investments, Financial Markets, Business Strategy, Asset Management, Management, Finance, Portfolio Management, Contract Negotiation, Strategic Planning, Business Development, Equities, Hedge Funds, Asset Managment, French, Financial Modeling, Risk Management, Financial Analysis, Investment Strategies, Spanish, Investment Management, Financial Services, Bloomberg, Valuation, Mutual Funds, Trading, Strategy, German, Financial Reporting, Security Compliance, Securities, Competitive Analysis, Investment Research, Strategic Financial...
Education
The University of Chicago
Executive Education
Franklin College Switzerland
Freie Universität Berlin
AIG 2012 - Present
Zacks Investment Research 2008 - 2011
Brevan Howard 2007 - 2008
PartnerRe Asset Management 2006 - 2007
Citi - Solomon Smith Barney 1997 - 1999
Princeton University 1995 - 1996
Skills
Portfolio Management, Asset Management, Equity Trading, Investments, Trading, Fixed Income, Quantitative Finance, Equities, Hedge Funds, Quantitative Investing, Alternative Investments, Quantitative Analytics, Quantitative Analysis, Research, Asset liability..., Strategic asset...
Education
Yale University
Doctor of Philosophy (Ph.D.), Finance
University of Washington
Doctor of Philosophy (Ph.D.), Applied Mathematics
Fudan University
Master’s Degree, Fluid Mechanics
CRSPCenter for Research in Security Prices September 2004 - Present
McGaw YMCA 1990 - 2012
Zacks Investment Research 1984 - 2004
Zacks Investment Research 1984 - 2004
Evanston I Have a Dream Project 1993 - 2003
Skills
Capital Markets, Equities, Trading, Asset Management, Financial Services, Competitive Analysis, Equity Research, Finance, Business Analysis, Analysis, Fundraising, Relationship Management, Public Speaking, Program Management, Business Strategy, Bonds, Financial Modeling, Financial Reporting, Risk Management, Investment Management, Financial Analysis, Nonprofits, Analytics, Mutual Funds, Event Planning, Quantitative Analytics, Entrepreneurship, Alternative Investments, Securities, Strategy, Valuation, Business Development, Financial Markets, Private Equity, Economics, Trading Systems, Hedge Funds, Leadership, Asset Allocation, Management Consulting, Investments, Derivatives, Team Management, Strategic Planning, Corporate Finance, SDLC, Portfolio Management, Investment Strategies, Series 7, Options
Education
The University of Chicago - Booth School of Business 2008 — 2008
non-degree Exec Ed - CMI
DePaul University - Charles H. Kellstadt Graduate School of Business 1981 — 1985
MBA, Management, Finance
Michigan State University 1974 — 1978
BS
Bank of America Merrill Lynch March 2010 - Present
TD Securities May 2009 - February 2010
Merrill Lynch November 2004 - March 2009
NYSE 2004 - 2004
Chicago Board Options Exchange 2001 - 2004
Zacks Investment Research 1999 - 2001
Financial Industry Regulatory Authority (FINRA) 1998 - 1999
Nuveen Investments 1996 - 1998
Skills
Series 56, Series 63, Series 7, Compliance, Options, Equities
Education
Eastern Illinois University 1993 — 1996
Bachelor of Science in Business, Finance
Principal Financial Group June 2015 - Present
Zacks Investment Research June 2008 - March 2010
UBS February 2000 - May 2006
Merrill Lynch April 1994 - February 2000
Skills
Asset Allocation, 401k, Series 63, Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Alternative Investments, Customer Service, Investment Advisory, Estate Planning, Sales Management, Retirement, Series 65, Securities, Financial Services, Income Protection, Finance, Insurance, Financial Planning, Portfolio Management
Education
Texas State University 1989 — 1991
Bachelor of Arts (B.A.), Psychology
Abilene Christian University 1986 — 1989
Psychology
SIO2 Medical 2013 - Present
North Carolina State University September 2011 - April 2013
SI.com January 2011 - September 2011
Creative Presence Partners 2005 - 2010
Innova Ideas & Services November 2004 - June 2005
Conference USA August 2002 - June 2004
Zacks Investment Research January 2002 - August 2002
National Basketball Association October 1999 - September 2001
Duke University June 1998 - October 1999
Seton Hall University 1996 - 1998
Skills
Writing, Editing,..., Public Speaking, Sponsorship, Facebook, Advertising, Social Media, Sports Writing, Media Relations, Press Releases, Public Relations, Sports, Event Planning, Sports Management, Event Management, Sports Marketing, Copywriting, Broadcast, Editing, Television, Video
Education
Auburn University 1990 — 1995
BA, Mass Communication
D.W. Daniel High School 1987 — 1990
Diploma
Fidelity Investments 2007 - Present
SAS 2003 - 2007
Zacks Investment Research 1997 - 2003
Skills
Oracle Enterprise..., Oracle E-Business Suite, PL/SQL, Oracle Applications, AIX, Oracle RAC, Performance Tuning, RMAN, High Availability, Grid Control, OEM, Platform migration, Python, SQL, SQL Tuning, Databases, Unix, T-SQL, System Migration, Data Modeling, Grid Computing, Database Administration, IBM AIX
Education
Drake University 1993 — 1997
Bachelor of Science (BS)
Zacks Investment Research January 2014 - Present
Navisis Financial December 2010 - January 2014
Harris Investor Services June 2008 - December 2010
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Securities, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Strategic Financial..., Retirement Planning, Equities, Financial Advisory
Education
Marquette University 2002 — 2005
BS, Applied Mathematical Economics
Mérieux NutriSciences July 2014 - Present
World Courier Ground/Amerisource Bergen May 2013 - January 2014
Zacks Investment Research January 2012 - November 2012
Thomson Reuters May 2005 - March 2011
Great Point Capital November 2003 - August 2004
Cargill Investor Services June 2000 - June 2002
Carr Futures Inc. (Dean Witter) October 1997 - June 2000
Skills
Stock Trading, Fina, Client Ser, investor, Capital Markets, Investor Relations, Trading, Securities, Options, Equities, Finance, Analysis, Financial Services, Investments, Equity Research, Fixed Income, Hedge Funds, Financial Markets, Derivatives, Bloomberg, Financial Modeling, Portfolio Management, FX Options, Risk Management, Trading Systems, Electronic Trading, Commodity
Education
Miami University
Bachelor of Science, Marketing
Zacks Investment Research April 2008 - Present
Unilever Foods July 2007 - March 2008
Smurfit-Stone April 2007 - December 2007
SCA Tissue March 2006 - March 2007
ITW Buildex October 2005 - February 2006
ConAgra Foods January 2005 - June 2005
Xpedex a Division of International Paper January 2003 - April 2004
Cobra Electronics December 2000 - December 2002
WMS Gaming February 1999 - November 2000
FMC Corporation July 1996 - January 1999
Skills
Account Reconciliation, Variance Analysis, Accounts Payable, Cost Accounting, Internal Controls
Education
DeVry University
Bachelor of Science, Accounting
The Newport Group May 2013 - Present
Fifth Third Bank December 2012 - May 2013
Zacks Investment Research January 2012 - May 2012
Fidelity Investments January 2006 - December 2010
Fidelity Investments February 1998 - January 2006
PricewaterhouseCoopers May 1994 - January 1998
Skills
Defined Contribution, Investments, Series 7, Asset Management, Retirement, Hedge Funds, Retirement Planning, Relationship Management, Strategy, Investment Management, Series 63, Series 6, 401k, Defined Benefit, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
BS, Business Administration
A. Horn, Inc. 1996 - Present
A.Horn Inc. April 1990 - 1996
Thompson McKinnion Securities November 1988 - May 1989
Zacks Investment Research 1988 - 1988
Skills
Masonry Troubleshooting, Creative Problem Solving, Value Engineering, Pre-construction, Masonry, Supervisory Skills, Project Bidding, Subcontracting, Contract Management, Contractors, Renovation, Change Orders, Inspection, Green Building, Builders, Project Planning, CPM Scheduling, Cost Management, Project Estimation, Design-Build, Estimates, Contract Negotiation, Blueprint Reading, Project Coordination, Submittals, Tenant Improvement, Constructability, Construction, Cost Control, Proposal Writing, Restoration
Education
DePaul University 1987 — 1990
Bachelors Of Science, Finance
TransUnion 2014 - Present
Cars.com April 2013 - September 2014
Zacks Investment Research 2010 - 2013
Harvest Investments, LTD 2009 - 2010
Skills
Forecasting, Microsoft Excel, Hyperion Planning, V Lookups, MS Excel Pivot Tables, Real Estate Tax Appeals, Real Estate Transactions, Appraisals, Investments, Equity Research, Research, Quantitative Analytics, Analysis, Microsoft Office, PeopleSoft, SQL, Portfolio Management
Education
Lewis University
BS, Finance, Economics
Whole Foods Market April 2011 - August 2014
Dosa 2009 - 2010
Rubicon Restaurant August 2005 - August 2008
Zacks Investment Research May 1999 - October 2001
Juan Luis Boldizsar, Esq. August 1997 - December 1998
Skills
Public Speaking, Customer Service, Hospitality, Wine, Wine Tasting, Legal Writing, Commercial Litigation, Legal Assistance, Intellectual Property, Legal Advice, Document Review, Contract Negotiation, Licensing, Legal Research, Restaurants
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1994 — 1997
JD, Intellectual Property and International Law
University of Illinois at Chicago 1989 — 1994
BA, Philosophy and French
Zacks Investment Research Portfolio Manager/Equity AnalystDean Investment Associates1994 - 2002
C. H. Dean & Associates 1994 - 2002
Bartlett & Co 1989 - 1993
Education
Baruch College 1983 — 1986
MBA, Economics, Finance
St. Lawrence University 1977 — 1980
BA, History, Government
Zacks & Company December 2007 - Present
FINRA Dispute Resolution 2000 - Present
Zacks Investment Research 2001 - 2007
T.D. Waterhouse 2000 - 2001
Zacks Investment Research 1995 - 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
BA, Political Science and Speech Communication
State Farm October 2012 - Present
Reedy Industries September 2011 - March 2012
North Town Mechanical Contractor September 2011 - March 2012
General Refrigeration Mechanical Services September 2011 - March 2012
Commercial Mechanical Services September 2011 - March 2012
Schofield Media 2006 - 2010
Country Briefings USA February 2002 - April 2005
Zacks Investment Research April 1999 - January 2002
Zacks Investment Research April 1999 - January 2001
Various Brokerage Firms - Securities January 1996 - January 1998
Skills
Lead Generation, Social Networking, Sales Management, Account Management, Customer Relations, Social Media, Marketing Strategy, New Business Development, SEO, Online Marketing, Research, Email Marketing, Microsoft Office, Excel, Writing, Word, Customer Service, Market Research, Business Strategy, Salesforce.com, Social Media Marketing, Cold Calling, Advertising, Sales, Customer Satisfaction, Microsoft Word, Microsoft Excel, E-commerce, Strategy, Strategic Planning
Education
DePaul University 1989 — 1991
Communications, Media/Journalism
DePaul University 1989 — 1991
B.A, Communications /Business Administration
BFG Enterprises January 2013 - Present
Beachbody 2009 - Present
Immersion Active May 2012 - January 2013
Belcan TechServices 2011 - 2012
Ehrlich 2008 - 2009
DrFirst May 2006 - February 2008
3dB Global 2005 - 2006
Technology Training Room Consultants August 2000 - August 2005
Computer America January 1998 - July 2000
Zacks Investment Research 1996 - 1998
Skills
Consulting, Boomers, Digital Media, Internet Marketing, Online Video Marketing, Seniors, PPC, Training, Web Marketing, Marketing, Sales, Lead Generation, Business Development, Marketing Strategy, Strategic Communications, Account Management, New Business Development, Start-ups, Entrepreneurship, Online Advertising, Social Media Marketing, Online Marketing, Cross-functional Team..., Team Leadership, Strategic Sales, Strategic Partnerships, Strategic Sales Plans, Marketing Communications, Email Marketing, Market Research, Coaching, Leadership, Management, Strategy, Fitness, Team Building, Orthopedic, Social Media, Healthcare, Social Networking, Public Speaking, Strategic Planning, Fundraising, Leadership Development, Public Relations, SEO, Advertising, Direct Marketing, Salesforce.com, Event Planning
Education
DePaul University 1984 — 1990
Bachelor of Arts (B.A.), Accounting
Pro Carpet, Inc. July 2004 - Present
Zacks Investment Research June 1997 - June 2004
Skills
Microsoft Office, QuickBooks, Market Research, Account Management, Accounts Receivable, Accounts Payable, Customer Service, Administration, Social Media, Customer Satisfaction, Budgets
Education
Governors State University
Bachelor of Business Administration (B.B.A.), Finance, General
Zacks Investment Research 1992 - Present
Education
DePaul University 1988 — 1993
Bachelor's degree, Accounting and Business/Management