Zacks Investment Research
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Zacks Investment Research Employees
Revelation Investment Research January 2014 - Present
Charles Schwab November 2000 - December 2013
Chicago Investment Analytics March 1991 - November 2000
Zacks Investment Research March 1986 - February 1991
Union Carbide May 1982 - February 1986
Skills
Equity Research Analysis, Investment Management, Equity Research, Bloomberg, Equity Trading, Technical Analysis, Series 7, Asset Allocation, Series 63, Equity Valuation, Investment Advisory, Wealth Management, Alternative Investments
Education
The University of Chicago Booth School of Business 1982 — 1985
Master of Business Administration (MBA), Finance, General
Purdue University 1978 — 1982
Industrial Engineering
Highland Capital Management, L.P. August 2014 - Present
Dearborn Capital Management June 2014 - July 2014
Dearborn Capital Management January 2012 - July 2014
Zacks Investment Research September 2008 - December 2011
Zacks Investment Research June 2007 - September 2008
Zacks Investment Research August 2005 - May 2007
Skills
Equities, Alternative Investments, Investments, Asset Allocation, Portfolio Management, Equity Research, Sales, Business Development
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor's degree, Finance
Seismic Software November 2014 - Present
Sysomos August 2012 - November 2014
Zacks Investment Research July 2007 - August 2012
Zacks Investment Research September 2006 - July 2007
Skills
Analytics, New Business Development, Leadership, Financial Analysis, Account Management, SaaS, Solution Selling, Business Intelligence, Management, Financial Markets, Strategy, Strategic Planning, Social Media Marketing, Business Development, Sales, Web Analytics, Marketing Communications, Consultative Selling, Salesforce.com, Enterprise Software
Education
University of Illinois at Urbana-Champaign 2002 — 2006
BA
Wheaton Warrenville South HS 1998 — 2002
GoHealth September 2014 - Present
Q Interactive June 2009 - February 2014
Q Interactive March 2008 - June 2009
Q Interactive April 2007 - March 2008
Zacks Investment Research 2005 - 2007
Celeste Turner 2002 - 2005
Zacks Investment Research 1999 - January 2002
Skills
Lead Generation, Email Marketing, New Business Development, Online Marketing, Competitive Analysis, Salesforce.com, Advertising Agency, Affiliate Marketing, Entrepreneurship, Online Advertising, Interactive Marketing, Customer Acquisition, Leadership, Business Development, Sales, Digital Marketing, Mobile Marketing, Strategic Partnerships, PPC, SEM
Education
University of Iowa 1995 — 1999
BA, Journalism and Sociology with a minor in Communications
Massdrop October 2014 - Present
YDesign Group January 2013 - October 2014
Ajent LLC. August 2011 - January 2013
Zacks Investment Research September 2009 - November 2010
iSocket May 2008 - July 2009
United Domain Registry September 2006 - May 2009
Mozilla Project April 2001 - December 2004
Skills
Apache, PHP, HTML, AJAX, JavaScript, Web Development, MySQL, jQuery, MongoDB, Web Design, SQL, Nginx, Amazon Web Services..., CSS, C++, Java, Symfony, SEO, XML, LAMP, CentOS, Linux, Node.js, XUL, XBL, Mozilla Platform, .NET, XSLT, Smarty, Concurrent Programming, Information Retrieval, Information Security, cPanel, Artificial Intelligence, Compilers, Parallel Programming, Mac, Web Analytics, Adsense, Google Adwords, Redis, Drupal, Memcached, Gentoo Linux, Puppet, System Administration, Gearman, Docker
Education
Purdue University 2005 — 2009
Bachelor of Science (B.S.), Computer Science
Center for Financial Services Innovation June 2015 - Present
Zacks Investment Research July 2014 - June 2015
University of Michigan January 2014 - May 2014
University of Michigan August 2013 - December 2013
Consumer Financial Protection Bureau June 2013 - August 2013
Thomson Reuters April 2010 - October 2011
Thomson Reuters August 2008 - March 2010
Thomson Financial September 2006 - July 2008
Thomson Financial June 2006 - August 2006
Millennium Capital Associates, LLC July 2005 - August 2005
Skills
Quantitative Analytics, Data Analysis, Financial Markets, Stata, Economics, Policy Analysis, Competitive Analysis, Research, Project Management, Qualitative Research, Analysis, Market Research, Social Media, Financial Modeling, Strategic Planning, SPSS, Product Management, Strategy, Analytics, Policy, Leadership, Financial Analysis, Statistics, Politics
Education
University of Michigan 2012 — 2014
Master of Public Policy
University of Richmond 2002 — 2006
Bachelor of Science in Business Administration & Economics, Economics
London School of Economics and Political Science 2004 — 2005
General Course Programme, Economics, Finance, History
Waterville High School 1998 — 2002
Zacks Investment Research January 2010 - Present
Target September 2009 - January 2010
North Central College August 2005 - July 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Social Media, Data Analysis, Research, Financial Analysis, Leadership, Accounting, Analysis, Outlook, Access, Financial Modeling
Education
North Central College 2004 — 2009
Bachelor of Arts (B.A.), Accounting, Finance, and Economics
Silver Spring Networks October 2014 - Present
G4S Technology LLC June 2014 - October 2014
G4S Technology LLC formerly Adesta LLC March 2011 - June 2014
Adesta, LLC July 2008 - March 2011
Learning Sciences Research Institute February 2006 - July 2008
Zacks Investment Research February 2007 - August 2007
Skills
Contract Management, Spanish-speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Great Plains Software, Budgets, Contract Negotiation, Team Leadership, Time Management, Access, Outlook, Financial Statements, Project Management, Research, Teamwork, Project Planning, Financial Analysis, Payroll, Customer Satisfaction, Accounts Receivable, QuickBooks, Analysis, Accounts Payable, Account Reconciliation, Leadership, Data Analysis, Training, Management, Program Management, Accounting, Procurement, Invoicing, Strategic Planning, Sales, Team Building, Data Entry, Financial Reporting, Forecasting, Finance, Customer Service, Process Improvement
Education
Purdue University Calumet 2010 — 2012
Master of Business Administration (M.B.A.), Management
University of Illinois at Chicago 2004 — 2008
Bachelor of Science (B.S.), Finance
Sheffield Haworth September 2014 - Present
J.A. Stenger and Companies December 2012 - September 2014
ICAP June 2010 - January 2013
Advantage Futures January 2008 - June 2010
TradeStation Securities April 2006 - December 2007
KC CO Proprietary Firm 2005 - 2006
Zacks Investment Research 2004 - 2005
Skills
Networking, Electronic Broking, Sales, Financial Structuring, Financial Transactions, FX, Precious Metals, Government Bonds, Options, FX Options, Equities, Proprietary Trading, Cook A Tasty Meal, Trading Systems, FINRA, Trading, FX trading, Portfolio Management, Electronic Trading, Mutual Funds, Derivatives, Bonds, Valuation, Strategic Financial..., Bloomberg, Market Data, Currency, Business Development, Fixed Income, Equity Trading, Investment Banking, Foreign Exchange, Technical Analysis, Investments, ETFs, Series 7, Series 63, Series 24, Commodity, Bloomberg Terminal, Financial Markets, Hedging, Trading Strategies, Traders, Market Making, Asset Management, Hedge Funds, Arbitrage, Equity Derivatives, Managed Futures
Education
Central Missouri State University 1999 — 2003
BSBA, Finance
John F. Kennedy 1995 — 1999
Lithuanian Research and Studies Center November 2014 - Present
GameChanger Productions March 2013 - Present
Zacks Investment Research June 2003 - Present
Lithuanian International Student Services January 2013 - June 2014
Vytautas Magnus University February 2012 - August 2012
Lietuvių išeivijos institutas June 2011 - July 2011
NCCA-NMUN 2009 - 2011
National Model United Nations August 2009 - April 2010
NCCA: National Model United Nations, New York 2009 - 2010
American Model United Nations International May 2009 - November 2009
Skills
Strategic Leadership, Creativity, Innovative Thinking, International Relations, Political Science, Management, Policy Analysis, Politics, Diplomacy, International..., Public Policy, Foreign Policy, Human Rights, Government, Written & Oral..., Public Speaking, Chicago Style, Chicago Manual, MLA style, Turabian Style, APA Style, International Political..., Political Campaigns, Qualitative Research, Customer Service, Microsoft Office, Analysis, Data Analysis, Quantitative Research, SPSS, Report Writing, Proposal Writing, Microsoft Excel, Event Planning, Public Relations, Social Media, Leadership, Event Management, Editing, Market Research, Higher Education, Blogging, Nonprofits, Media Relations, Fundraising, Social Networking, Press Releases, Facebook, PowerPoint, English
Education
North Central College 2006 — 2010
B.A., Political Science, Legal Philosophy, International Relations, History
Dow Jones February 2013 - Present
Wilshire Associates June 2012 - December 2012
Savvis September 2011 - June 2012
Thomson Reuters July 2008 - August 2011
GL Trade January 2007 - June 2008
Zacks Investment Research January 2005 - December 2006
Thomson Financial January 2003 - December 2004
Van Kampen Investments June 1998 - December 2002
Skills
Financial Markets, Equities, Trading Systems, Electronic Trading, Financial Services, Sales, Trading, Asset Management, Market Data, Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Business Development, Capital Markets, Morningstar, Training, Alternative Investments, Relationship Management, FX Options, Securities, Bloomberg
Education
Northwestern University 1994 — 1998
B.S., Communications & Economics
iProspect January 2015 - Present
Covario November 2013 - December 2014
Performics February 2006 - July 2013
Cramer Krasselt January 2003 - April 2005
Cramer Krasselt May 2002 - January 2003
Visviva Software September 1998 - February 2002
Zacks Investment Research April 1995 - September 1998
Skills
SEO, Organic Search, SEM, Local Search, User Experience, PPC, Google Analytics, Web Analytics, Google Adwords, Digital Strategy, Search Advertising, Web Development, Conversion Optimization, Omniture, Information Architecture, Blogging, Link Building, Mobile Marketing, Search, Landing Page..., Affiliate Marketing, Technical Writing, Content Strategy, Integrated Marketing, Social Media, Usability, Yahoo Search Marketing
Education
Northwestern 1988 — 1992
B.A, English Literature
Northwestern University 1988 — 1992
Bachelor's degree, English Literature (British and Commonwealth)
Zacks Investment Research June 2008 - Present
Blackmore Partners January 2008 - May 2008
IRRPP February 2007 - December 2007
M M Shipping July 2005 - June 2006
Education
University of Illinois at Chicago 2006 — 2008
MBA, Finance
Zacks Investment Research February 2014 - Present
North Carolina State University March 2009 - February 2014
Human Genome Sciences 2001 - 2003
Skills
Phage Display, Monoclonal Antibodies, Antibody Engineering, Kunkel Mutagenesis, recombinant DNA..., PCR, Western Blotting, ELISA, Protein Purification, Protein Expression, QTL Mapping, SNP genotyping, Mouse Models, Cancer Research, Antibodies, Tissue Culture, qPCR, Assay Development, Protein Chemistry, Molecular Cloning, In Vitro, Site-directed..., Cell, Biotechnology, Molecular Biology, Cell Culture
Education
University of North Carolina at Chapel Hill 2003 — 2008
Doctor of Philosophy (PhD), Biochemistry
Virginia Polytechnic Institute and State University 2000 — 2001
Master's degree, Biochemistry
Virginia Polytechnic Institute and State University 1996 — 2000
Bachelor of Science (BS), Biochemistry
Zacks Investment Research November 2013 - Present
Zacks Investment Research May 2013 - October 2013
Insight Global July 2012 - February 2013
Northsteppe Realty October 2009 - June 2012
Skills
Social Media, Customer Service, Microsoft Office, Social Networking, Marketing Research, Negotiation, Contract Negotiation, Human Resources, Information Technology, Technology, Corporate Communications, Strategic Communications, Technology Software, Time Management, Marketing, Product Management, Investment Sales, Investment Strategies
Education
The Ohio State University 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Zacks Investment Research April 2006 - Present
Great Lakes Kwik Space December 1995 - April 2006
Analytic Research LLC January 1999 - January 2006
Colliers Iliff Thorn May 1989 - December 1995
Skills
Equities, Marketing, Software Development, Customer Service, Quality Control, Visual Basic, Contract Negotiation, Contract Management, Relationship Marketing, Relationship Management, Building Relationships, entre, Problem Solving, Project Management, Negotiation, Sales, Strategic Partnerships, Equity Research, Financial Analysis, Investment Strategies, Market Data, Securities, Portfolio Management, Management, Financial Markets, Investment Management, Morningstar, Business Development, Capital Markets, Asset Allocation, Finance, Analysis
Education
University of California, Berkeley
BA
ZeiFi Media Inc. March 2009 - Present
Internet Marketers March 2005 - Present
Zacks Investment Research March 2005 - March 2007
Skills
Visual Thinker, Solution Finder, Lead Generation, E-commerce, Business Development, Product Management, Affiliate Marketing, Market Research, SEM, Online Advertising, PPC, Email Marketing, Management, SEO
Education
University of Alaska Fairbanks
Bachelor of Business Administration (B.B.A.), Finance, Corporate Finance
Loop Capital July 2013 - Present
Zacks Investment Research September 2007 - July 2013
University of Illinois at Chicago January 2006 - May 2007
Skills
Financial Modeling, Research, Equities, Data Analysis, Financial Analysis, SPSS, Capital Markets, Quantitative Analytics, Investments, Portfolio Management, SAS, Analytics, Analysis, Quantitative Research, Economics, Customer Service, Securities, Financial Risk, Investment Strategies, Microsoft Excel, Stata, Microsoft Office, Fixed Income, Econometrics, Risk Management, Financial Markets, Financial Services, Client Relations Skills, Bonds, Finance, Valuation, Qualitative Research, Public Speaking, Hedge Funds, Trading, Banking, Macroeconomics, Options, Business Analysis, Business Strategy, Higher Education, Asset Managment, Equity Research, Mutual Funds, Time Series Analysis, Forecasting, Competitive Analysis, Investment Management, Credit, Asset Allocation
Education
University of Illinois at Chicago 2005 — 2007
M.A., Economics
University of Illinois at Chicago 2002 — 2005
B.A., Economics, Mathematics
Deutsche Bank July 2013 - September 2015
Deutsche Bank June 2012 - August 2012
Global Economics Group November 2009 - May 2012
Zacks Investment March 2009 - October 2009
Zacks Investment Research October 2007 - March 2009
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Accounting, Finance
Level Four Wealth Management December 2014 - Present
TDECU Wealth Advisors July 2010 - November 2014
Level Four Group April 2009 - September 2010
Zacks Investment Research 2006 - April 2009
Fisher Investments 2001 - 2006
Scottrade 1998 - 2001
Fidelity Investments 1992 - 1998
Education
Texas A&M University 1984 — 1987
Economics, Management
Ross S Sterling 1979 — 1983
Ross S Sterling
Earthport 2011 - Present
U.S. Bank 2007 - 2011
EDGAR Online, Inc. 2005 - 2007
The Actuarial Exchange 2003 - 2005
Fitch Ratings 1998 - 2003
Zacks Investment Research 1992 - 1998
JIS Options Corporation 1987 - 1992
Education
Loyola University: Graduate School of Business 1995 — 1997
Master of Business Administration (M.B.A.)
Tulane University 1983 — 1987
Bachelor of Arts (B.A.)
LYONSCG March 2015 - Present
Contract writer translating business goals into content aligned w/ B2B audience needs January 2014 - Present
Emtec Inc. October 2012 - December 2013
Contract writer translating business goals into content aligned w/ B2B audience needs January 2012 - September 2012
Market6 July 2011 - January 2012
University of Chicago Booth School of Business May 2005 - July 2011
Zacks Investment Research 2005 - 2005
Independent Contractor 2003 - 2005
Transora February 2001 - October 2002
GuidanceResources February 2000 - October 2000
Skills
Content Management, Web Content Management, Web Content, Content Writing, Marketing Communications, Digital Marketing, Electronic Newsletters, Content Marketing, marketing messaging, marketing..., Email Marketing, Information Architecture, Web Editor, Copywriting, Content Strategy, Online Marketing, Newsletters, Editing, Integrated Marketing, Advertising, SEO, Content Development, User Experience
Education
Oberlin College
BA, Classics
IntraLinks July 2011 - Present
Zacks Investment Research September 2010 - July 2011
Computershare, Inc. January 2005 - January 2009
J.P. Morgan Chase May 2002 - January 2005
Discover Financial Services January 1996 - February 1998
Skills
Sales, Management, Client Development, Human Resources, Relationship Management, Product Management, Financial Services, Mergers & Acquisitions, CRM, Project Management, Strategy, Leadership, New Business Development, Asset Management
Education
Southern Illinois University, Carbondale 1990 — 1994
Bachelors, Journalism & Marketing
Sears Holdings Corporation August 2015 - Present
Sears Holdings Corporation January 2014 - August 2015
Covario July 2013 - January 2014
Covario March 2012 - June 2013
Zacks Investment Research February 2011 - March 2012
Design and Promote April 2010 - February 2011
Invisible Records January 2010 - May 2010
SIUC- Student Consultant January 2009 - May 2009
SIUC August 2008 - May 2009
RLM Mission Management May 2008 - August 2008
Skills
SEO, Google Analytics, Online Marketing, Web Analytics, Google Adwords, Microsoft Excel, Analytics, Social Media Marketing, Python, Data Mining, Competitive Analysis, Conversion Optimization, Tableau, Machine Learning, Unix, SQL, Hadoop, Natural Language..., MongoDB, Digital Marketing, Apache Pig, Hive, NoSQL, Apache Spark, E-commerce, Online Advertising, SEM
Education
Southern Illinois University, Carbondale 2004 — 2009
BA
Mt. Zion High School 2000 — 2004
Chicago ConsultantAriza Resource CenterNovember 2008 - January 2012
Zacks Investment Research 2011 - 2012
StudioNorth January 2011 - March 2011
Abbott Laboratories August 2010 - October 2010
Sandstorm Design June 2010 - July 2010
WhittmanHart November 2009 - January 2010
ownednetworks September 2009 - October 2009
glocoms December 2008 - May 2009
duoconsulting August 2008 - September 2008
Good Dog Design May 2008 - July 2008
Skills
LAMP, PHP, JavaScript, HTML, CSS, AJAX, jQuery, Drupal, MVC, MySQL, XML, Information Architecture, User Experience, User Interface, Web Development, Agile Methodologies, Dreamweaver, Unix, User Interface Design, WordPress, SQL, Web Design, CMS, Apache, JSON, Software Documentation, Programming, E-commerce, Integration, SEO, Databases, Database Design, Git, HTML 5, Software Development, Subversion, Web Applications
Education
Roosevelt University
B.S, Computer Science
Reilly Partners February 2015 - Present
Patina Solutions 2012 - 2015
Canon Solutions America (formerly Oce North America) 2009 - 2011
State Parkway Consulting 2007 - 2009
TriNet (formerly Gevity) 2006 - 2007
New Century Bank (now MB Financial) 2001 - 2006
Right Management Consultants 2002 - 2005
Clark Consulting (formerly CRG) 1999 - 2002
Zacks Investment Research 1996 - 1999
Xerox 1985 - 1995
Skills
Sales Management, New Business Development, High technology, Professional Services, Outsourcing, Human Resources, Print Production, High Tech, Strategic Planning, Negotiation, Competitive Analysis, Strategy, Business Development, Sales, Consulting, P&L Management, Team Leadership, CRM, Mergers & Acquisitions, Management, Leadership, Sales Operations, Forecasting, Analysis, Business Strategy, Executive Management, SaaS, Marketing Strategy, Salesforce.com, Account Management, Product Management, Strategic Partnerships, Product Launch, Pricing, Marketing, Management Consulting, Solution Selling, Customer Satisfaction, Change Management, Coaching, Cross-functional Team..., Business Process..., Lead Generation, B2B, Project Planning, Sales Process, Finance, Talent Acquisition, Contract Negotiation, Process Improvement
Education
Northwestern University - Kellogg School of Management 1993 — 1994
MBA, General Management
Roosevelt University
BSBA, Marketing
Von Steuben
Insurance Office of America April 2013 - Present
Harden Associates February 2012 - February 2013
Avatar Associates July 2008 - July 2011
Zacks Investment Research 2005 - 2008
AIG SunAmerica October 2000 - November 2001
TCW Group January 1993 - July 1999
Wells Fargo Bank September 1989 - September 1993
Skills
Asset Allocation, Retirement Planning, Alternative Investments, Financial Advisory, Retirement, Equities, Pensions, Bonds, ETFs, Management, ERISA, Structured Products, Investments, Asset Management, Mutual Funds, 401k, Business Planning
Education
University of Notre Dame 1991 — 1993
MBA, International Finance
UCLA 1983 — 1988
BA, Political Science
London School of Economics and Political Science 1985 — 1986
International Law
St. Paul the Apostle
WHI November 2008 - Present
Zacks Investment Research November 1999 - October 2008
Arthur Andersen December 1995 - October 1999
Skills
Series 7, Series 24, Series 28, Series 55, Series 66, Series 87, FINRA, Securities, Alternative Investments, Asset Management, Asset Managment, Uniform Combined State..., Financial Services, Equities, Portfolio Management, Investments
Education
Thomas Edison State College 1988 — 1990
BS, Accounting
Diagnostic Nutrition 2013 - 2013
New England, Zacks Wealth Management Group June 2006 - January 2009
ZACKS WEALTH MANAGEMENT GROUP June 2006 - January 2009
Zacks Investment Research April 2003 - January 2009
Investment, Merrill Lynch April 2003 - June 2006
Merrill Lynch April 2003 - June 2006
Cowen & Co October 1988 - October 2002
UBS PaineWebber January 1994 - January 2002
UBS PAINEWEBBER January 1994 - January 2002
Rice University August 1994 - June 1996
Skills
Financial Advisory, Investment Strategies, Investments, Asset Managment
Education
University of Houston 1991 — 1993
MBA, business management
The University of Texas at Austin 1975 — 1978
BBA, finance
Institute of Chartered Financial Analysts
CFA
University of Houston
M.B.A, Management
University of Houston
Master of Business Administration, Business Management
University of Texas
B.B.A, Finance
University of Texas
Bachelor of Business Administration, Finance
Barchart.com 2007 - Present
Zacks Investment Research 2005 - 2008
Patsystems 2002 - 2003
PC Quote 1998 - 2000
Ameritech 1995 - 1998
FutureSource 1991 - 1995
Education
Stetson University 1969 — 1973
National Financial Partners -- LTCI Partners, LLC June 2006 - Present
Zacks Investment Research January 1992 - September 1994
UBS Global Asset Management August 1989 - December 1991
Hewitt Associates May 1988 - August 1989
Education
University of Illinois at Urbana-Champaign 1984 — 1998
B.S., Mathematics/Finance - With Honors
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance/Marketing - With Honors
SalesWarp May 2014 - Present
Poperty Auctions 24/7 January 2014 - Present
Jody's Custom Software January 2013 - Present
Zack's Investment Research March 2010 - May 2014
Enlighten Media October 2006 - January 2012
MyPoints.com April 2006 - March 2010
Ameriquest Mortgage February 2004 - November 2005
Skills
Email Marketing, E-commerce, Web Analytics, SEO, Requirements Gathering, Lead Generation, Online Advertising, Analytics, Google Adwords, PPC, Google Analytics, Online Marketing, Affiliate Marketing, Omniture, Digital Marketing, Management, User Experience, Java, Sales Management, Software Development, SEM, Conversion Optimization, Mobile Marketing, SQL, PHP, Requirements Analysis, Project Management, Core Java, HTML emails, Use Case Analysis, Business Requirements, UML, Software Design, Hardware Installation, Software Installation, UML Tools, Selenium Testing, Software Testing
Education
Northwestern University 2010 — 2012
MSCIS, Software Development
Northwood University - Richard DeVos Graduate School of Management
Master of Business Administration (MBA)
Wheels, Inc. January 2015 - Present
Zacks Investment Research October 2012 - October 2014
Zecco Trading February 2012 - August 2012
Zacks Wealth Management July 2010 - February 2012
Waddell & Reed Financial Services February 2009 - September 2009
UGA - Marketing Agency June 2008 - November 2008
First Investors Financial Services December 2006 - September 2007
Ingram Micro May 2004 - August 2006
M1 Distribution May 2004 - August 2005
Skills
Investments, Finance, Corporate Finance, Wealth Management, Risk Management, Mutual Funds, Financial Services, Trading, Options, Series 63, Financial Markets, Analysis, Valuation
Education
Northern Illinois University 2004 — 2008
Bachelors, Finance
Northern Illinois University 2004 — 2008
B.A. Degree, Finance; Financial Accounting, Statistics
St. Francis 2000 — 2004
St. Michaels
Olga Dragunsky Marketing and Sales Consulting 2006 - Present
Vivere Health September 2011 - 2013
University of Illinois at Chicago, Department of Neurosurgery July 2008 - December 2008
Reproductive Genetics Institute September 2002 - April 2005
Zacks Investment Research 1995 - 1997
Skills
Public Relations, Trade Shows, Strategic Planning, Healthcare, Event Planning, Product Marketing, Contract Negotiation, Teamwork, Customer Service, Management, Budgets, Lifesciences, Team Building, Strategic Partnerships, Business Strategy, Marketing Strategy, Marketing, Online Marketing, Account Management, Sales, Strategy, Social Media, Online Advertising
Education
The George Washington University - School of Business 1990 — 1992
Bachelor of Science (BS), International Marketing Management and Finance
Gallop to Success September 2014 - Present
Foster Family-based Treatment Association November 1998 - Present
Institute of Management Consultants 1992 - 1998
Zacks Investment Research September 1986 - 1992
Skills
Program Development, Community Outreach, Non-profit..., Nonprofits, Public Speaking, Fundraising, Non-profits, Social Services, Public Policy, Event Planning, Budgets, Public Relations, Team Building, Program Evaluation, Volunteer Management, Leadership Development, Research, Social Media, Board Development, Policy, Organizational..., Grant Writing, Mental Health, Grants, Community Development, Crisis Intervention
Education
Philadelphia University 1982 — 1986
B.S., Marketing
Ocwen Financial Corporation January 2014 - Present
Bank of America August 2012 - January 2013
JPMorgan Chase February 2012 - May 2012
KeyBank Real Estate Capital October 2007 - May 2011
Zacks Investment Research June 2003 - December 2007
Hatfield Philips 2000 - 2001
TriMont Real Estate Advisors 2000 - 2001
Financial Contractor 1994 - 2001
Retirement Systems of Alabama 1989 - 1993
Skills
Portfolio Management, Asset Management, Finance, Investments, Loan Origination, Underwriting, Credit Analysis, Loans, Valuation, Equities, Due Diligence, Fixed Income, Mortgage Lending, Commercial Real Estate, Capital Markets, Financial Structuring, Mortgage Underwriting, Research, Real Estate Financing, Foreclosures, Loan Modifications, Banking, Real Estate, Credit, Wealth Management, Mortgage Banking, FHA, Loss Mitigation, Loan Servicing, Real Estate Economics, Investment Strategies, Residential Mortgages, Financial Analysis, Financial Modeling, Behavioral Finance, Wealth Management..., Asset Managment, Risk Management, Analysis, Credit Risk, CMBS, Corporate Finance, Securities, Equity Research, Financial Markets, Financial Risk, Financial Services, Mortgage Servicing, Investment Management, HAMP
Education
Vanderbilt University - Owen Graduate School of Management 1986 — 1988
MBA, Finance
Sewanee-The University of the South 1980 — 1984
B.A., Russian Studies
Wilshire Associates February 2013 - Present
Clark Capital Management Group July 2009 - February 2013
Global Capital Management January 2009 - June 2009
UBS September 2006 - December 2008
Zacks Investment Management June 2005 - September 2006
Zacks Investment Research October 2001 - June 2005
Marcus Evans August 2001 - October 2001
Skills
Territory Planning, Direct Marketing, Key Account Development, Business Development, Managed Money, Asset Allocation, Asset Managment, Investments, Investment Strategies, Financial Advisory, Strategic Financial..., Investment Management, Series 7, Investment Advisory, Wealth Management, Retirement, Retirement Planning, Alternative Investments
Education
University of Michigan 1997 — 2001
Organizational Studies, HIstory
Brother Rice 1993 — 1997
Zacks Investment Research July 2015 - Present
Zacks Vertical Reach Media October 2012 - July 2015
SMS Assist, LLC October 2011 - October 2012
Zacks Vertical Reach Media May 2010 - October 2011
Skills
Project Management, Social Media, Customer Service, Social Media Marketing, Microsoft Office, Event Planning, Account Management, Social Networking, Marketing, Team Building, Strategic Planning, Advertising, Operations Management, Contract Negotiation, Management, Microsoft Excel, Facilities Management, Facebook, New Business Development, Change Management, Sales, Marketing Strategy, Email Marketing
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor's Degree, Communication
LEAP Digital Agency April 2015 - Present
POSSIBLE September 2013 - April 2015
Zacks Investment Research November 2010 - May 2013
Schaeffer's Investment Research August 2007 - January 2011
Clear Channel Communications, Inc. June 2006 - August 2007
Thomson Reuters January 2006 - June 2006
Skills
Marketing Strategy, New Business Development, Online Advertising, Advertising, Email Marketing, Marketing, CRM, Sales, Competitive Analysis, Integrated Marketing, Management, Lead Generation, Account Management, Analytics, Strategy, Market Analysis, Direct Mail, Leadership, Direct Marketing
Education
University of Cincinnati College of Business 2009 — 2010
Master of Business Administration (MBA), Marketing
University of Cincinnati College of Business 2000 — 2004
BBA, Major: Marketing & Management & Minor: International Business
Beheal Ltd. September 2014 - Present
A&Z Pharmaceuticals July 2013 - July 2014
Bloomberg LP August 2012 - March 2013
Zacks Investment Research June 2012 - September 2012
Purdue University August 2011 - June 2012
Bank of China International May 2011 - August 2011
Pearl Ocean Pharmaceutical Holdings Limited May 2010 - August 2010
UMass Boston January 2010 - June 2010
Agricultural Bank of China May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Finance, Research, Financial Analysis, Chinese, Teamwork, Data Analysis, Equities, Investments, Financial Planning, Purchasing, Intercultural..., Problem Solving, Interpersonal..., Piano, Investigation, ERP Software, Oracle SQL Developer, Bloomberg
Education
Purdue University 2010 — 2012
BS, Financial Counselling and Planning, Economics
UMass Boston 2008 — 2010
BS, FINANCE
Zacks Investment Research February 2015 - Present
Acxiom September 2013 - Present
Acxiom 2011 - 2013
Skills
Tomcat, Oracle, PHP, Python, Spring, Java, Subversion, Perl, SQL, C++, REST, MySQL, XML, JavaScript, JSP, PL/SQL, Apache, C, Linux, Shell Scripting, Github, Oracle PL/SQL..., Spring Framework, SOAP
Education
Northwestern University 2015 — 2017
Master of Science, Computer and Information Systems Security/Information Assurance
University of Arkansas at Little Rock 2009 — 2011
Bachelor's degree, Information Science/Studies, 4.0
University of Central Arkansas 2006 — 2011
Bachelor's degree, Information System
University of Arkansas
Opera Mediaworks January 2015 - Present
Resonate November 2011 - January 2015
ChaCha March 2011 - November 2011
Demand Media February 2009 - March 2011
Zacks VerticalReach Media (Division of Zacks Investment Research) September 2004 - January 2009
Cap Gemini Ernst & Young December 2000 - December 2001
Zacks Investment Research January 1998 - November 2000
Zacks Investment Research January 1996 - December 1997
Skills
Mobile, SaaS, Video, Online Advertising, Start-ups, Team Building, Team Management, Team Leadership, Customer Acquisition, Mobile Devices, Digital Media, Strategic Partnerships, Fortune 500 Account..., SEM, Lead Generation, Digital Marketing, Online Marketing, Marketing, Business Development, Sales, Integrated Marketing, Interactive Marketing, Mobile Advertising, Analytics, Digital Strategy, SEO, Email Marketing, Media Planning, PPC, Advertising, New Media, Competitive Analysis, Strategy, Sales Operations, Advertising Sales, Leadership, Mobile Marketing, Ad Networks, Web Marketing, Salesforce.com, Web Analytics, DoubleClick, Behavioral Targeting, Media Buying, Interactive Advertising, Social Media Marketing, Management, E-commerce, Marketing Strategy, Social Media
Education
State University of New York at Albany
Half Hollow Hills High School West
Sprott Global Resource Investments February 2013 - Present
Euro Pacific Precious Metals LLC November 2009 - October 2012
Zacks Investment Research July 2008 - November 2009
Fisher Investments December 2004 - May 2008
Skills
Investments, Sales Management, New Business Development, Financial Services, Economics, Commodity, Entrepreneurship, Relationship Management, Wealth Management, Equities, Asset Managment, Asset Allocation, Trading, Portfolio Management, Alternative Investments, Strategic Financial..., Investment Strategies, Securities, Series 7, Bonds, Financial Analysis, Finance, Mutual Funds, Asset Management, Hedge Funds, Investment Management, Fixed Income, Private Equity
Education
Temple University
BBA, Economics
Dearborn Capital Management December 2010 - Present
Cedar Capital August 2014 - March 2015
Dearborn Capital Management, LLC January 2011 - August 2014
Zacks Investment Management February 2008 - February 2011
Zacks Investment Management March 2006 - February 2008
Zacks Investment Research January 2005 - March 2006
Zacks Investment Research August 2003 - January 2005
Zacks Investment Research 2003 - 2005
Skills
Series 7, Series 65,..., Series 7, Series 63, Investment Management, Mutual Funds, Business Strategy, Asset Allocation, Alternative Investments, Separately Managed..., Investments, Business Development, Series 65, Due Diligence, Asset Management, Investment Advisory, Equities, Investment Strategies, Hedge Funds, FINRA, Portfolio Management
Education
University of Michigan
BA
Notre Dame Prep 1995 — 1999
General Studies
American Association of Individual Investors October 2009 - Present
Zacks Investment Research April 2005 - October 2009
Curian Capital, LLC March 2004 - December 2004
INVESTools January 2001 - March 2004
INVESTools September 1998 - January 2001
McClure, Schumacher & Associates 1995 - 1998
Skills
Equities, Investments, SEO, Stocks, Content Management, Web Content, Writing, Portfolio Management, Asset Management, Financial Analysis, Customer Relations, Excel, Strategic Planning, Research, Financial Planning, Microsoft Office, Product Development, PowerPoint, Word, Social Media, Public Speaking, Mutual Funds, Business Strategy, Problem Solving, Competitive Analysis, Valuation, New Business Development, Microsoft Word, Microsoft Excel, Editorial, Equity Research, Social Networking, Public Relations, Strategic Financial..., Investment Management, Newsletters, Bonds, Marketing, Investment Strategies, Blogging, Content Strategy, Product Management, Financial Services, Finance, Securities, Asset Managment, Investor Relations, Economics, Customer Service, Editing
Education
University of Kansas
BS
The Hartford September 2013 - Present
The Hartford January 2010 - September 2013
Travelers Insurance January 2008 - January 2010
Allstate Insurance January 2007 - December 2007
Zacks Investment Research June 2001 - January 2007
Skills
Leadership, Segmentation, Statistical Modeling, Marketing Strategy, SQL, Strategic Planning, Risk Management, Market Research, Customer Segmentation..., Insurance, Investments, Reinsurance, SAS, Underwriting, Actuarial Science, Analytics, Analysis, Property & Casualty..., Data Analysis, Predictive Modeling, Business Objects, Access, Statistics, Pricing, Financial Modeling, Team Leadership, Cross-functional Team..., KPI Dashboards, Web Analytics, Digital Marketing, Strategy, Communication, Digital Strategy, Competitive Analysis, Marketing Management, Strategic Partnerships, Marketing, Business Development, New Business Development, Business Strategy, Project Management, Team Building
Education
University of New Haven
Master of Business Administration (MBA)
University of Illinois at Chicago
Economics
Zacks Investment Research August 2015 - Present
Education
Northwood University 2010 — 2012
Bachelor of Business Administration (BBA)
St Clair County Community College 2008 — 2010
Associate's degree
Geneva Advisors September 2013 - Present
Zacks Investment Management March 2012 - August 2013
Zacks Investment Management November 2010 - March 2012
Zacks Investment Management October 2005 - November 2010
Zacks Investment Management February 2004 - October 2005
Zacks Investment Research August 2002 - March 2004
Skills
Sales Management, Direct Marketing, Email Marketing, Marketing Management, New Business Development, Marketing Strategy, Series 7, Series 65, Investments, Asset Management, Management, Financial Services, Wealth Management, Portfolio Management, Finance, CRM, Marketing, Business Development
Education
University of Michigan 1998 — 2002
Economics
William Blair & Company April 2015 - Present
Zacks Investment Research March 2014 - April 2015
Zacks Investment Research September 2013 - March 2014
Zacks Investment Research May 2013 - August 2013
Delaware North Companies- Sportservice at Soldier Field January 2013 - May 2013
Skills
Customer Service, Data Entry, Human Resources, Office Administration, Community Outreach, Time Management, Marketing Strategy, Microsoft Office, Public Speaking, Fundraising, Social Networking, Data Analysis, Employee Relations, Organizational..., ADP HRB, Onboarding, Employee Benefits, HR Policies, HRIS Database Management, Online Advertising, Email Marketing, Online Marketing, Online Marketing..., E-commerce, Advertising Research, Establishing Strategic..., HTML Coding, Google Analytics, Google Adwords, Lead Generation, Co-reg, Zebra Reporting, DART Sales Manager, Reporting & Analysis, Ad Hoc Reporting, Silverpop Engage, Silverpop, B2B Marketing, B2B Marketing Strategy, Omniture, DoubleClick
Education
Northeastern Illinois University 2011 — 2013
Bachelor of Arts (B.A.), Sociology
Purdue University 2006 — 2008
General Education
Crowdfund Inc. February 2015 - Present
Investor Media August 2011 - Present
equities.com February 2014 - November 2014
Zacks Investment Research September 2008 - July 2011
Bone and Joint Center P.C. June 2006 - September 2008
MicroAge June 2001 - May 2006
Skills
Programming, Search Engine..., Database Administration, Online Marketing, Web Design, Lead Generation, Direct Marketing, PHP, Marketing
Education
Robert Morris University - Illinois 1999 — 2001
St. Kevins CBS, Arklow, Ireland 1985 — 1990
Zacks Investment Research February 2015 - Present
Medical & Healthcare Industry Consultant May 2009 - Present
Ladder Publishing Co., Ltd. & Speak2Me Program July 2003 - January 2006
Skills
Healthcare, Research, Data Analysis, Training, Teaching, Science, Life Sciences
Education
SGU School of Medicine 2005 — 2009
Doctor of Medicine (M.D.), Medicine
Tufts University 2000 — 2004
Bachelor of Science (B.S.), B.S. Biology, B.S. Biomedical Engineering
Lexington High School 1996 — 2000
Realty Executives Elite February 2015 - Present
Pilipuf Grist & Associates June 2012 - October 2014
Zacks Investment Research January 2012 - June 2012
Skills
Microsoft Office, Public Speaking, Customer Service, PowerPoint, Account Management, Lead Generation, Salesforce.com, Equities, Investments, New Business Development, Social Media, Portfolio Management, Social Media Marketing, Market Research, Illustrator
Education
University of Illinois at Chicago 2007 — 2011
Marketing
Zacks Investment Research January 2015 - Present
Northwestern Mutual 2011 - 2013
The First Church of Christ, Scientist June 2012 - August 2012
CedarS Camps June 2011 - August 2011
Education
Principia College
Bachelor of Arts (B.A.), Business Administration
Walgreens Boots Alliance 2015 - Present
Walgreens 2011 - Present
Sandbox Industries 2014 - 2015
CareMetx, LLC 2013 - 2015
Propeller Health 2012 - 2015
William Blair & Company 2005 - 2010
Zacks Investment Research 2004 - 2005
PPM America 2001 - 2004
PricewaterhouseCoopers 1999 - 2001
Education
The University of Chicago - Booth School of Business
Master Business Administration (MBA), Finance, Economics, and Accounting
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor of Science, Accountancy
Harrison Street Securities July 2005 - Present
Zacks Investment Research October 2004 - June 2005
IBM Business Consulting Services October 2000 - September 2004
Security Capital Global Capital Management Group March 1998 - September 2000
Skills
Equities, Real Estate, Securities, Asset Management, Investments, Portfolio Management, Research, Due Diligence, Financial Analysis, Equity Research, Analysis, Valuation, Financial Modeling, Private Equity, Alternative Investments, Real Estate Economics, Investment Management, Capital Markets, Management, Hedge Funds, Finance, Corporate Finance
Education
Northwestern University 1992 — 1996
BA, Economics
Mizzou Football August 2015 - Present
Zacks Investment Research May 2015 - August 2015
Northwestern Mutual May 2013 - August 2014
mizzou rec services September 2012 - January 2014
Integral Resources February 2012 - July 2012
Mount Prospect Park District May 2010 - August 2011
Skills
Sports, Sports Management, Business, Business Analysis, Sports Writing, Restaurants, Business Strategy, Agents, Risk Management, Microsoft Excel, Negotiation, Finance, Investments, Basketball, Baseball, Football, Coaching, Sales, Social Networking, Facebook, Financial Services, Cold Calling, Contract Negotiation, Sports Coaching, Customer Service
Education
University of Missouri-Columbia 2011 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Junior
Investing Media Solutions, Inc. February 2012 - Present
Investing Channel January 2009 - March 2012
Zacks Investment Research February 1999 - January 2009
Skills
Co-registration, Online Advertising, Advertising, Sponsorship, Email Marketing, Display Advertising, Direct Marketing, Online Marketing, Advertising Sales, Lead Generation, Digital Strategy, Direct Mail, Google Adwords, Sales, PPC, Digital Marketing, Web Analytics, Digital Media, Marketing, Mobile Advertising, Management, Newsletters, Marketing Strategy, Customer Acquisition, Interactive Marketing, SEM, Mobile Marketing, Media Buying, Affiliate Marketing, Ad Networks, Web Marketing, Online Lead Generation, Behavioral Targeting, Strategic Partnerships, Media Planning, Integrated Marketing
Education
The University of Kansas 1994 — 1998
BS, Business Administration, Emphasis Finance
Individual investment management January 2013 - Present
CoBiz Investment Management August 2005 - December 2012
Zacks Investment Research 2004 - 2005
Invesco Funds Group 1997 - 2004
Mississippi Valley Advisors 1987 - 1997
Skills
Equities, Portfolio Management, Mutual Funds, Investments, Series 7, Wealth Management, Equity Valuation, Financial Modeling, Equity Research, Alternative Investments, Asset Allocation, Investment Strategies, Financial Analysis, Investment Management, Securities, Bloomberg
Education
University of Missouri - St. Louis 1972 — 1974
Master of Arts (M.A.), Economics, 3.9
University of Missouri - St. Louis 1968 — 1969
Bachelor of Arts (B.A.), Mathematics
Zacks Investment Research April 2002 - Present
Morgan Stanley January 2000 - January 2002
Education
St. Cloud State University 1989 — 1993
BA, History, Biology, Geology, & Calculus
DDB January 2015 - Present
RadioShack January 2014 - January 2015
Zacks Investment Research May 2013 - January 2014
Allstate November 2012 - May 2013
U.S. Cellular October 2011 - November 2012
U.S. Cellular May 2008 - October 2011
Discover Financial Services March 2007 - May 2008
Discover Financial Services March 2006 - March 2007
Discover Financial Services September 2004 - March 2006
Discover Financial Services December 2000 - September 2004
Skills
Campaign Strategy, Campaign Execution, Digital Marketing, Vendor Management, Direct Marketing, Database Marketing, B2B, Segmentation, Print Production, Budgeting, Forecasting, Print, Budgets, Campaigns, Strategic Planning, Marketing Strategy, Management, Strategy, Marketing Communications, Marketing, Direct Mail, Online Advertising, Digital Media, Start-ups, Email Marketing, Retail, CRM
Education
Loyola University of Chicago - Graduate School of Business 2005 — 2007
MBA, Marketing and Human Resources
University of Kansas 1994 — 1997
BS, Journalism, Advertising
HC Financial Advisors, Inc. October 2008 - Present
Zacks Investment Research March 2003 - September 2008
Manning & Napier 2001 - 2002
Wells Capital Management 1998 - 2001
State of Montana 1997 - 1998
Montana Board of Investments 1997 - 1998
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Equities, Asset Management, Investments, Wealth Management, Equity Research
Education
San Diego State University-California State University 1990 — 1996
Master's degree, Finance, General
La Jolla High School 1983 — 1986
Zacks Investment Research January 2014 - Present
BThompsonFinancial Solutions July 2011 - Present
First Rate, Inc September 2000 - June 2011
Institutional Consulting May 1989 - August 2000
Buck Consultants 1989 - 1991
National FSI January 1982 - May 1989
Skills
Sales and Marketing, Teaching/mentoring, Quantitative Analysis, Management Development, Product Development, Risk Analysis, Research, Quantitative Analytics, Performance Measurement, Financial Modeling, Analysis, Portfolio Management, Investments, Fixed Income, Investment Management, Equities, Alternative Investments, Asset Allocation, Securities, Business Analysis, Wealth Management, Investment Advisory, Mutual Funds, Valuation, Hedge Funds
Education
Southern Methodist University 1968 — 1974
Phd, Engineering, Operations Research and Finance
UC Berkeley 1961 — 1964
BS, Industrial Engineering
Navigant November 2014 - Present
Zacks Investment Management January 2014 - December 2014
Zacks Investment Research January 2014 - November 2014
FriarTech, LLC April 2013 - January 2014
Sagence July 2012 - September 2013
First Midwest Financial Network August 2006 - July 2012
LPL Financial August 2006 - July 2012
Allstate Financial May 2005 - July 2006
GreenPoint Bank June 2003 - May 2005
Morgan Stanley March 2002 - May 2003
Skills
Financial Analysis, Financial Modeling, Series 7, Portfolio Management, Investments, Management Consulting, Sales Management..., Strategic Consulting, Data Warehousing, Dodd-Frank, Insurance, Statistics, Insurance Training, Annuity Sales, Data Driven Marketing, Database Consulting, Variable Life, Fixed Annuities, Variable Annuities, Data-driven, Financial Services, Financial Management..., Insurance Brokerage, Insurance Background, Econometrics, Economics, Financial Advisory, CRM, Wealth Management, Investment Strategies, Securities, Retirement Planning, Marketing, Analytics, Banking, Fixed Income, Equities, Business Planning, Analysis, Entrepreneurship, Strategy, Management, Business Strategy
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Master of Business Administration
Siena College 1996 — 1999
Bachelors of Science, Marketing and Management
Allstate July 2015 - Present
Allstate February 2015 - July 2015
Investing Media Solutions, LLC June 2013 - October 2014
Marcel Media January 2012 - May 2013
Incite Interactive Media January 2011 - January 2012
Zacks Investment Research June 2007 - March 2010
Hostway Corp March 2006 - June 2007
Getty Images August 2002 - March 2006
PR Newswire July 1998 - May 2001
Skills
SEO, Public Relations, Product Development, Customer Relations, Sales Operations, Social Media, Conversion Optimization, Web Project Management
Education
Roosevelt University 2003 — 2005
Masters of Science, Integrated Marketing Communications
The University of Kansas 1994 — 1998
BGS, History, Political Science
Zacks Investment Research June 2015 - Present
Piper Jaffray July 2015 - July 2015
Morgan Stanley July 2014 - July 2014
Wells Fargo Securities March 2014 - March 2014
Goldman Sachs November 2013 - November 2013
Spectrum Solutions Company June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Event Planning, Leadership, PowerPoint, Trading, Financial Analysis, Bloomberg Terminal, Time Management
Education
The University of Texas at Austin 2013 — 2016
Bachelor of Business Administration (BBA), Finance
The University of Texas at El Paso 2012 — 2013
Heikkinen Energy Advisors, LLC August 2014 - Present
Zacks Investment Research June 2012 - August 2012
Century Exploration June 2011 - August 2011
Century Exploration June 2010 - August 2010
Skills
Economics, Finance, Financial Analysis, Growth Investing, Equity Trading, Day Trading, Statistics, Valuation, Microsoft Excel, Data Analysis, Bloomberg, Options Strategies, Investment Strategies, Trading Strategies, Hedge Funds, Equity Research, Financial Markets, Economic Research, Financial Statement..., Market Analysis, Portfolio Management, Leadership, Financial Modeling, Risk Management, Equity Derivatives, Global Macro, Momentum Trading, Technical Analysis, Diversification, Due Diligence, Quantitative Analytics, Trading, Equities
Education
Texas A&M University 2010 — 2014
B.S., Economics
Training The Street 2013 — 2013
Northshore High School 2006 — 2010
Quark Pharmaceuticals Inc 2013 - Present
Novartis 2010 - 2012
Novartis 2009 - 2010
Novartis International AG 2005 - 2009
Zacks Investment Research 2000 - 2001
Tax Lien Information Services 1997 - 2000
Chicago Board of Trade, Howard & Sarvey Trading 1995 - 1997
Skills
Financial Analysis, International Finance, Budgeting & Forecasting, Process Improvement, Budgets, Internal Controls, Change Management, Internet Marketing, Audit, Financial Statement..., Project Management, Auditing, Forecasting, Internal Audit, Business Planning, Strategy, Sarbanes-Oxley Act, Financial Risk, Risk Management, Web Marketing, Finance, Portfolio Management, Analysis, Strategic Financial..., Due Diligence, Corporate Finance, Cross-functional Team..., Management
Education
Thunderbird School of Global Management
MBA, International Finance
University of California, Berkeley
BA, Economics
DermiScribe, LLC April 2010 - Present
Data Quality Analytics, LLC January 2005 - Present
MarketWatch January 2003 - December 2005
Pinnacor January 2001 - December 2003
Stockpoint January 1998 - December 2001
Zacks Investment Research January 1995 - December 1998
Skills
Account Management, New Business Development, Management, Strategic Partnerships, Customer Acquisition, Salesforce.com, Data Analysis, Strategic Planning, Start-ups, Business Analysis, SaaS, Social Media, Cloud Computing, Business Development, E-commerce, Vendor Management, Web Applications, Sales Management, Analytics, Sales, Social Networking, Product Development, Business Strategy, Contract Negotiation, Product Management, Entrepreneurship, Microsoft Excel, Enterprise Software, Team Building, Online Advertising, Online Marketing, Digital Marketing, Executive Management, Lead Generation, Strategy, Competitive Analysis, Product Marketing
Education
University of Iowa 1988 — 1994
Resonate May 2011 - Present
Demand Media April 2010 - May 2011
Demand Media July 2007 - April 2010
Exchange Place, A Division of Accoona Corp. September 2006 - July 2007
Healthcare Dialog November 2003 - September 2006
24/7 Real Media May 2002 - November 2003
IPO.com 2000 - 2001
Zacks Investment Research 1996 - 2000
Skills
Online Advertising, Web Analytics, Strategic Partnerships, Digital Media, Digital Strategy, Advertising, Thought Leadership, Digital Marketing, Business Development, Leadership, Behavioral Targeting, Mobile Advertising, Product Development, Marketing, CRM, Interactive Advertising, Integrated Marketing, Strategic Thinking, Sales, Advertising Sales, Strategy, Customer Experience, New Business Development, Mobile Marketing, Media Buying, Direct Sales
Education
Tulane University
BSM, Business Marketing
Stuyvesant High School
HS, Math/Science
CEB October 2014 - Present
Spring Marketplace November 2012 - August 2014
Groupon October 2011 - November 2012
Zacks Investment Research June 2003 - October 2011
Merrill Lynch August 1999 - December 2002
Skills
Leadership, Management, Sales Management, Sales, Account Management, Business Development, Relationship Management, E-commerce, Economics, Financial Services, Sales Process, Business Planning, Investments, Finance, Financial Analysis, Strategy, Start-ups, Financial Markets, Due Diligence, Wealth Management, Investment Management, Asset Managment, Mutual Funds, Portfolio Management, Trading, Financial Modeling, Asset Allocation, Equities, Product Development, Equity Research, Analytics, Investment Strategies, Institutional..., Strategic Financial..., Salesforce.com, CRM, New Business Development, Series 7, Solution Selling, Product Marketing, Direct Sales, Marketing, Team Management, Customer Retention
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance, Marketing
Northwestern University 1994 — 1998
Bachelor of Arts, Economics
Marsh ClearSight July 2015 - Present
Marsh April 2011 - July 2015
Zacks Investment Research August 2008 - April 2011
Grant Thornton, LLP August 2007 - July 2008
Deloitte and Touche September 2005 - July 2007
Skills
Financial Modeling, Financial Analysis, Valuation, SEC filings, Accounting, Corporate Finance, Financial Reporting, Mergers, Management, Finance, SEC Filings, Due Diligence, Analysis, Sarbanes-Oxley Act, Forecasting, Auditing, Internal Controls
Education
University of Michigan 2000 — 2005
Master of Accountancy, Bachelor of Arts, Accounting, Economics
University of Michigan - Stephen M. Ross School of Business 2000 — 2005
Master's degree, Accounting
Zacks Investment Research Associate AnalystUBS Warburg1998 - 2001
Education
University of Southern California
TD Ameritrade/thinkorSwim July 2007 - Present
Zacks Investment Research July 2006 - July 2007
Skills
Equities, Options, Trading, Trading Systems, Derivatives, Financial Markets, Series 63, Investments, Hedge Funds, Capital Markets, Portfolio Management, Alternative Investments, Fixed Income, Asset Management, Stocks, Investment Banking, Customer Service, Marketing, Electronic Trading, Series 7, Technical Analysis, Hedging, Proprietary Trading, Equity Research, Quantitative Analytics, Risk Management, Equity Trading, Securities, Financial Analysis, Equity Derivatives, Bonds, Mutual Funds
Education
University of Southern California - Marshall School of Business 1989 — 1991
Master of Business Administration (M.B.A.), Finance, Portfolio Management
University of California, Berkeley 1985 — 1988
Bachelor of Arts (B.A.), English Literature, Sociology, Phi Beta Kappa
PepsiCo 2010 - Present
Mrs Fields Famous Brands 2007 - 2009
Mrs Fields Famous Brands 2007 - 2007
Mrs Fields Famous Brands 2005 - 2007
NCH Corporation 2002 - 2005
Bain & Company 2000 - 2002
Zacks Investment Research 1996 - 1998
Ibbotson Associates 1994 - 1996
Skills
P&L Management, P&L responsibility, Growth Strategies, Business Strategy, Growth Initiatives, Strategic Leadership, Strategic Consulting, Strategy Development, Business Growth, Global Strategy, Executive Management, Executive Team, Corporate Development, Strategic Partnerships, Private Equity, Corporate Finance, Mergers, Company Acquisitions, Turnaround Strategy, Turnarounds, Food & Beverage, Consumer Products, Beverage Industry, Management Consulting, Investment Banking, Cross-functional Team..., Franchising, Pepsico, Strategy, Business Development, Mergers & Acquisitions, Turn Around Management, Restructuring, Acquisition Integration, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Strategy, Marketing, Finance, and Leadership
Wheaton College 1991 — 1995
BS, Business / Economics
Morningstar, Inc. 2004 - Present
LaSalle St. Securities, LLC 1999 - 2004
Smith Barney 1997 - 1999
Zacks Investment Research 1996 - 1997
Skills
Analysis, Investments, Software Development, Product Development, Management, Product Management, Strategy, Quality Assurance, Testing, Training, CRM
Education
The University of Chicago Booth School of Business 2005 — 2008
MBA, Finance, Strategic Management
The University of Chicago 1993 — 1997
AB, Economics
Zacks Investment Research April 2008 - Present
CIT - Specialty Finance June 2005 - September 2007
Manor Financial Group March 2002 - June 2005
Executive Financial Corporation January 1999 - March 2002
Mercer Investment Consulting October 1996 - January 1999
Skills
Portfolio Management, Credit, Investments, Loans, Valuation, Finance, Loan Origination, Business Development, Underwriting, Mortgage Lending, Sales Management, Sales, Equities, Management, Financial Markets, Series 7, New Business Development, Relationship Management, Fixed Income, Alternative Investments, Selling, Financial Services, Cold Calling, Asset Management, Marketing, Solution Selling, Salesforce.com, Training, Account Management, B2B, Enterprise Software, Banking, Budgets, Team Management, Mutual Funds, Financial Analysis, Marketing Strategy, Risk Management, Strategic Financial..., Capital Markets, Wealth Management, Trading, Investment Advisory
Education
Northeastern Illinois University 1993 — 1997
Bachelors of Science, Finance
Zacks Investment Research March 2009 - October 2009
Solo Cup Company August 2004 - December 2008
Solocup 2004 - 2008
Chicago Mercantile Exchange October 2000 - December 2001
Peoples Energy February 1998 - October 2000
Education
Roosevelt University
Zacks Investment Research July 2008 - Present
Skills
Equities, ETFs, Equity Research
Education
University of Illinois at Chicago 2004 — 2008
A Major Financial Services Firm 2009 - Present
Sun Life Financial September 2006 - May 2009
Allstate Financial 2001 - 2006
Allstate Distributors, LLC 2001 - 2006
Zacks Investment Research 1999 - 2001
Scudder Investments 1998 - 1999
CitiStreet 1996 - 1998
Education
Northern Illinois University - College of Business 1988 — 1992
B.S., Finance
Newport Design Group September 2014 - Present
24 Seven Outdoor 2006 - 2013
National Outdoor Signs 2003 - 2007
National Outdoor Signs 2003 - 2007
National Outdoor Signs 2003 - 2007
National Outdoor Signs 2003 - 2007
Durable Packaging International January 2001 - January 2006
Zacks Investment Research January 1997 - January 2000
Skills
Real Estate Transactions, Marketing Strategy, Property, Selling, Location Intelligence, Investments, Sales, Online Marketing, New Business Development, Land Acquisition, Referrals, Strategic Planning, Real Estate Development, Real Estate, Marketing, Investment Properties, Advertising, Investors, Condos, Property Management, Signage, Sales Management, Business Development, Negotiation, Direct Sales, Team Building, Management, Contract Negotiation, Customer Service
Education
The University of Kansas 1993 — 1997
Bachelor's degree, Business/Corporate Communications
university of kansas 1993 — 1997
Bachelor of Science (BS), Business/Corporate Communications
MSCI Inc. November 2014 - Present
Zacks Investment Research July 2006 - November 2014
Morgan Stanley April 2005 - March 2006
Skills
Financial Modeling, Financial Analysis, Product Development, Institutional Investors, Institutional Sales, Salesforce.com, Sales, Customer Service, Corporate Finance, Product Training, Risk Management, Equity Research, Equities, Investments, Portfolio Management, Financial Services, Investment Strategies, Finance, Mutual Funds, Asset Allocation, Investment Advisory, Alternative Investments, Securities, Financial Markets, Investment Management
Education
University of Nebraska-Lincoln 1998 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Accredited Investors, Inc. 2009 - Present
Climate Generation: A Will Steger Legacy 2014 - Present
Zacks Investment Research 2006 - 2009
Stifel Nicolaus 2002 - 2005
A.G. Edwards & Sons, Inc. 2001 - 2002
Stifel Nicolaus 2000 - 2001
Education
University of Missouri-Columbia 1995 — 1999
BS - Business Administration, Finance & Banking
St. Louis University High 1991 — 1995
Outsourced Ad Ops September 2014 - Present
Centro April 2013 - August 2014
Centro November 2009 - March 2013
Acquity Group August 2007 - April 2010
Leapfrog Online July 2005 - July 2007
Zacks Investment Research August 1999 - June 2005
Zacks Investment Research September 1997 - July 1999
Zacks Investment Research September 1996 - August 1997
Skills
Scrum, Agile Methodologies, Digital Marketing, Project Management, Agile Project Management, Extreme Programming, SQL, Project Planning, Software Development, PMO, Analytics, Web Development, Web Analytics, Leadership, Digital Media, E-commerce, Product Management, SaaS, Business Intelligence, SDLC, IT Strategy, Management, CRM, Software Project..., Business Analysis, User Experience, Strategy, Information Architecture, Mobile Marketing, Digital Strategy, SEM, Online Advertising, Mobile Devices, Start-ups
Education
Northwestern University 1999 — 2001
MS, Information technology
Northwestern University 1992 — 1996
BA, Economics
Trendrating S.A. September 2015 - Present
Zacks Investment Research January 2015 - August 2015
Brighton House Associates April 2013 - December 2013
William O'Neil + Co. Inc. July 2009 - November 2011
Chimera Securities March 2001 - May 2008
Prudential Securities November 1994 - November 1998
Skills
Equities, Proprietary Trading, New Business Development, Account Management, CRM, Sales, Management, Selling, Sales Management, Analytics, Fundamental Analysis, Capital Markets, Alternative Investments
Education
University of Hartford 1989 — 1993
B.S., Finance
Bank of America Merrill Lynch May 2007 - Present
Zacks Investment Research 2002 - 2007
ASP-One, Inc. 2000 - 2001
Academie des Sciences Morales et Politiques, ALLEA 1998 - 2000
Skills
Compliance, Governance, Process Improvement, Strategic Planning, Policy/Procedure..., Re-organization, Turnaround Experience, Culture Building, Organizational..., Risk Management, Business Analysis, Program Management, Coaching, Management, Organizational Culture, Analysis, Finance, Organizational..., Performance Management, Banking, Management Consulting, Change Management, Strategy, Financial Analysis, Mergers & Acquisitions
Education
Lycee Saint Louis
Northwestern University
Zacks Investment Research February 2014 - Present
Digital Target Marketing February 2009 - January 2014
Livemercial 2007 - 2008
Skills
SEM, PPC, Digital Marketing, Google Adwords, Email Marketing, Online Marketing, Google Analytics, Web Analytics, SEO, Advertising, Online Advertising, Marketing, Management, Social Media Marketing
Education
Purdue University
MBA, Marketing
Olympus Property January 2014 - Present
TriNet 2013 - 2014
Tomlinson Capital 2010 - 2013
Zacks Investment Research 2008 - 2010
Blake Development 2006 - 2008
Skills
Marketing, Sales Process, Strategy, Entrepreneurship, Management, Sales, Investment Management, Business Development, Start-ups, Networking, Social Media, HR Consulting, Negotiation, SaaS, Business Process, Business Strategy, Direct Sales, Salesforce.com, Futures Trading, Financial Analysis, Real Estate Transactions, Securities, Finance, Sales Operations, Portfolio Management, Investments, Trading, Real Estate, Equities, Analysis
Education
University of Richmond 2002 — 2006
BA, Economics
Hinsdale Central High School 1998 — 2002
Zacks Investment Research July 2009 - Present
Zacks Investment Research April 2003 - June 2009
Education
Northwestern University - Kellogg School of Management
Dex Media, Inc. September 2013 - Present
American Century Investments March 2011 - September 2013
Spencer Reed Group March 2010 - December 2010
Zacks Investment Research November 2004 - February 2010
Deutsche Bank 1996 - 2004
Skills
ETFs, Series 7, Investments, Series 6, Series 63, Asset Allocation, Securities, Insurance, Asset Managment, Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, Financial Advisory, Equity Research, Financial Markets, Relationship Management, 401k, Marketing, Sales, Equities, Investment Management, Retirement, Asset Management
Education
The University of Kansas 1991 — 1995
BA, Business Communications, Slavic Languages
ATBS September 2014 - Present
Hawki Media LLC September 2006 - Present
QwikCart® March 2014 - June 2014
Inzopa September 2013 - February 2014
CDO Trust Services at Bank of America September 2007 - January 2008
Zacks Investment Research March 2006 - September 2007
Skills
Social Media Consulting, Social Media, Affiliate Marketing, Lead Generation, Online Advertising, PPC, SEO, Digital Marketing, Strategic Partnerships, E-commerce, Marketing Strategy, SEM, Email Marketing, New Business Development, Blogging, Google Analytics, Web Analytics, Online Marketing, Google Adwords, Content Strategy, Start-ups, Web Marketing, Small Business, Mobile Marketing, Customer Acquisition, Analytics
Education
University of Iowa 1999 — 2004
Bachelor of Arts (B.A.), Economics
University of Iowa - Henry B. Tippie College of Business 1999 — 2004
Economics, Economics
Accenture December 2013 - Present
Caterpillar Inc. June 2012 - December 2013
Perficient July 2011 - June 2012
Zacks Investment Research May 2011 - June 2011
Northwestern University August 2009 - June 2011
Zacks Investment Research October 2010 - May 2011
Northwestern University June 2005 - June 2009
Sports Prep USA June 2006 - August 2006
Skills
SQL, IBM DataStage, PowerPoint, Word, Excel, Research, Photoshop, SAP R/3, Unix, HTML, Oracle, ETL, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Leadership, Testing, Data Analysis, Advertising, Marketing, Datastage, Consulting, Public Speaking, Management
Education
Northwestern University 2009 — 2011
Masters, Computer Information Systems
Northwestern University 2005 — 2009
BS, Communications
Home Based March 2009 - September 2014
Linedata Services January 2003 - February 2009
Zacks Investment Research June 2000 - July 2001
Self-Employed April 1990 - August 2000
Skills
Trading Systems, Financial Services, Alternative Investments, Equities, Asset Management, Derivatives, Hedge Funds, Fixed Income, Market Data, Electronic Trading, Middle Office, Back Office
Education
University of Illinois at Urbana-Champaign 1977 — 1981
BA, Economics and Accounting
Washington High School 1973 — 1977
Chicago, IL
Zacks Investment Research May 2015 - Present
JP Morgan Chase & Co. January 2013 - August 2014
Sedgwick Claims Management Services, Inc November 2010 - March 2012
Constitution State Services-St. Paul Travelers, Inc., Independence, OH November 2005 - July 2008
IME Coordination Services, Inc January 2006 - January 2007
Cleveland Construction, Inc., Mentor, OH November 2002 - November 2005
Kaiser Foundation Health Plan October 1995 - November 2002
Industrial Advisors Bureau April 1994 - October 1995
Illinois Compensation Trust June 1986 - August 1993
Skills
Workers Compensation, Claim, Insurance, Subrogation, Claim Investigation, Claims Management, Litigation Management, Claims Handling, Claims Resolution, Workers' Compensation..., Legal Liability, Disability Insurance, Casualty, Employee Benefits, Managed Care, Liability Analysis, Disability Management, Litigation, Property & Casualty..., Liability
Education
Southern Illinois University, Carbondale 1975 — 1977
MA, History
Southern Illinois University, Carbondale 1970 — 1974
Bachelor of Arts (BA), History/Political Science
Zacks Investment Research 2006 - 2009
Reel Boss Enterprises 2001 - 2006
Trust Company of the West 1994 - 2001
AMDEC Securities 1980 - 1994
Education
Rensselaer Polytechnic Institute
B Mgt E, Management & Chemical Engineering
University of Southern California - Marshall School of Business
MBA, General Management
Zacks Investment Research February 2004 - Present
Zurich Scudder Investments March 2001 - July 2002
ABN AMRO June 1997 - February 2001
Stein Roe & Farnham Incorporated 1988 - 1992
Skills
Chartered Financial..., Investments, Equities, Asset Managment, Equity Research, Asset Allocation, Hedge Funds, CPA, Investment Strategies, Alternative Investments, Investment Management, Portfolio Management, Investment Research, Valuation, ETFs, Investor Relations, Strategic Financial..., Financial Modeling, Wealth Management, Financial Analysis, Equity Valuation, Bonds, Capital Markets, Mutual Funds, Fixed Income, Banking, Securities, Risk Management, Financial Statement..., Financial Markets, Finance, Economics, DCF, Derivatives, Options, Investment Advisory, Financial Services, Credit, Value Investing, Financial Risk, Institutional..., Pension Funds, Credit Analysis, Institutional Sales, Fundamental Analysis, Stocks, Business Valuation, Investment Banking, Private Equity, Fixed Income Analysis
Education
Scripps College 1970 — 1975
Bachelor of Arts, Economics/Accounting
Wheels, Inc. May 2015 - Present
Grainger November 2014 - May 2015
Zacks Investment Research May 2014 - November 2014
Gibraltar Business Capital April 2014 - May 2014
Pactiv, LLC February 2013 - March 2014
Pactiv, LLC November 2011 - February 2013
Skills
English, Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Customer Service, Budgets, Strategic Planning, Outlook, Negotiation, Windows, Public Speaking, Process Improvement
Education
University of Illinois at Urbana-Champaign 2006 — 2010
B.S., Economics
Zacks Investment Research January 2013 - Present
Career Resource Center, Inc. December 2011 - December 2012
National Financial Partners June 2006 - May 2009
Zacks Investment Research January 1992 - October 1996
UBS O'Connor July 1990 - March 1992
Aon Hewitt May 1988 - July 1990
Skills
Investment Advisory, Financial Advisory, MBA, Actuarial Consulting, Long Term Care Insurance, Strategic Planning, Marketing Management, Certified Financial..., Sales Management, Fundraising, Health Care Reform, Philanthropy, Aging in Place, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
University of Chicago 1991 — 1993
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (BS), Mathematics/Finance
Zacks Investment Research January 2010 - Present
Thomson Reuters 1988 - 2002
Skills
Market Data, Electronic Trading, Trading Systems, Business Analysis, SDLC, Financial Markets, Unix, Projects, Software Development, Requirements Analysis, Perl, Linux, Project Management, Equities
Education
University of Illinois at Chicago
BSEE, MSEE, Electrical Engeenering / Computer Science
Zacks Investment Research 2008 - Present
Magnetic Finger 2003 - Present
Wachovia Securities Financial Network 2001 - 2003
Rauscher Pierce Refsnes Inc. 1994 - 2001
Eppler Guerin & Turner Inc. 1989 - 1994
Rotan Mosle Inc. 1985 - 1989
H.C Copeland & Assosciates 1983 - 1985
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Securities, Equities, Wealth Management, Portfolio Management, Investment Advisory, Series 63, Asset Allocation, Asset Management, Series 65, Presentations, Risk Management
Education
Texas State University-San Marcos 1978 — 1983
Bachelor of Arts (B.A.), Public Relations/Image Management
Zacks Investment Research December 2009 - Present
Lind-Waldock March 1987 - June 2006
Education
University of Illinois at Urbana-Champaign
Bachelor of Fine Arts (B.F.A.)
Aon/Albert G Ruben Insurance Services Inc May 2003 - Present
Zacks Investment Research January 2001 - October 2002
Oxford Capital Corporation December 1998 - January 2001
Skills
Sales, Insurance, Film, Brokers, Credit, Television, Marketing, Finance, Start-ups, Investments, Portfolio Management, Advertising, Feature Films, Film Finance, Film Festivals, Training, Leadership, Marketing Strategy, Social Media Marketing, Business, Management, Financial Services, Analysis, Social Media, Cash Flow, Independent Film
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
Bachelor of Business Administration (BBA), Finance
Zacks Investment Research Senior Legal CounselConocoPhillipsMay 1996 - September 2003
Skills
Legal Advice, Financial Accounting, Financial Analysis
Education
University of Houston 1983 — 1986
Doctor of Law (JD), Law
University of California, Berkeley 1970 — 1974
Bachelor's degree, Psychology