Experience
Deloitte Consulting  August 2012 - Present
Ziegler   June 2011 - August 2011
Goldman Sachs Asset Management  September 2010 - December 2010

Education
Northwestern University   2008 — 2012
BA, Economics, Business Institutions, Classics

The Browning School   2004 — 2008

Experience
Ziegler   May 2015 - Present
Northwestern Mutual  May 2013 - May 2014

Skills
Financial Analysis, Financial Modeling, Sales, Microsoft Excel, Strategic Financial..., Risk Management, Customer Service, PowerPoint, Valuation, Leadership

Education
Lake Forest College   2012 — 2016
Bachelor's Degree, Finance, Rising Senior

Wall Street Prep/Investment Banking Institute   2013 — 2013

Tri-City High School   2008 — 2012
High School Diploma

Experience
Ziegler   September 2014 - Present
Ziegler   April 2013 - September 2014
Tribune Broadcasting  March 2012 - April 2013
Tribune Broadcasting  January 2011 - March 2012
Tribune Broadcasting  March 2010 - January 2011
Caffeine Communications  September 2009 - November 2009
AKA MEDIA INC.  May 2007 - January 2009
Griffin, Kubik, Stephens & Thompson   May 2006 - January 2007

Skills
Social Media, Marketing, Marketing Strategy, Corporate Branding, Editing, Graphic Design, Illustrator, InDesign, Photoshop, Public Relations, Press Releases, Social Media Marketing, Marketing Communications

Education
Harrington College of Design   2012 — 2015
Master of Arts (MA), Communication Design

Marquette University   2005 — 2009
Bachelor of Arts, Public Relations, Advertising, Marketing

Mother McAuley High School   2001 — 2005

Experience
Ziegler   June 2015 - August 2015
Kellogg School of Management - Strategy   March 2015 - July 2015
The Heartland Group  March 2015 - June 2015
Northwestern University Department of Economics   June 2014 - September 2014
Intact Genomics   June 2013 - September 2013

Education
Northwestern University   2013 — 2017
Bachelor of Arts (BA): Mathematical Methods in the Social Sciences, Economics, and Mathematics, Minor: Computer Science, 3.8

Northwestern University - Kellogg School of Management   2015 — 2016
Kellogg Certificate Program for Undergraduates, Financial Economics

University of Wisconsin-Madison   2013 — 2013
Youth Options Program, GPA: 4.0

Experience
Ziegler   March 2013 - Present
The Sixth Degree, Inc.   May 2008 - February 2013
Career Education Corporation  August 2010 - July 2011
Textura LLC  March 2007 - April 2008
Aon Risk Services  December 2003 - February 2007
The Alain Locke Initiative  July 2001 - December 2003
United States Navy  May 1989 - June 2001

Skills
Strategy, Leadership, Management, Training, Competitive Analysis, Marketing, Strategic Partnerships, Strategic Planning, Team Building, Business Strategy, Risk Management, Leadership Development, Start-ups, Mergers & Acquisitions, Business Development, Cross-functional Team..., Change Management, Program Management, New Business Development, Coaching, Management Consulting, Process Improvement, Sales, Consulting, Marketing Strategy, Entrepreneurship, Executive Management, Public Speaking, Analysis, Operations Management, Time Management, Budgets, Business Process..., Data Analysis, Financial Analysis, Forecasting, Mergers, Negotiation, Organizational..., Performance Management, Project Management, Project Planning, Recruiting, Staff Development, Talent Management, Team Leadership

Education
Northwestern University - Kellogg School of Management   1999 — 2002
MBA, Finance & Accounting

University of Notre Dame   1985 — 1989
BA, Government & International Studies

Jesuit High School of Tampa   1981 — 1985

Experience
Lillibridge Healthcare Services  May 2014 - Present
Ziegler   July 2013 - April 2014
Harley Davidson Financial Services  July 2008 - July 2013
Harley Davidson Financial Services  July 2008 - May 2011
Junction Ventures   March 2006 - June 2008
Country Club  August 2004 - August 2007

Skills
Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Event Planning, Office Management, Budgets, Management, Outlook, Invoicing, Process Improvement, Spreadsheets, Telephone Skills, Sales, Leadership, Event Management, Team Building, Project Management

Education
Bradley University   2001 — 2005
BS, English

Bradley University   2001 — 2005
Bachelor of Arts, English Literature and Fine Arts

Experience
PNC  August 2015 - Present
Marquette University  January 2014 - May 2015
Robert W. Baird & Co.   August 2014 - August 2014
Ziegler   May 2014 - August 2014
Johnson Financial Group  June 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Bloomberg, Analysis, Financial Analysis, Finance, Management, PowerPoint, Financial Accounting, Teamwork, Social Media, Public Speaking, Research, Financial Modeling, Investments, Bloomberg Terminal, Valuation

Education
Marquette University   2011 — 2015
Bachelor's Degree, Finance

Experience
Pacific Life  August 2013 - Present
BBVA Compass  October 2009 - April 2013
Western & Southern Financial Group  October 2008 - October 2009
Ziegler   2007 - 2008
Allstate Financial  2004 - 2007
JPMorgan Chase  2000 - 2004
Van Kampen Funds  1997 - 2000

Education
Benedictine University   1999 — 2001

University of Houston, C.T. Bauer College of Business   1990 — 1994
Finance

Experience
Ziegler   February 1999 - Present
KPMG US  1997 - 1999
Wells Fargo  1995 - 1997
Scotiabank  1987 - 1995

Skills
Investment Banking, Series 7, Series 63, Series 65, Corporate Finance, Financial Analysis, Financial Modeling, Derivatives, Nonprofits, Underwriting, Writing, Valuation, Strategic Financial..., Bonds, Mergers & Acquisitions, Due Diligence, Financial Advisory, Risk Management, Business Strategy, Loans, Strategy, Structured Finance, Financial Structuring, Debt Restructuring, Finance, Credit, Executive Management, Strategic Planning

Education
Emory University - Goizueta Business School   1985 — 1987
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law

Emory University   1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature, General

Experience
Protected Investors of America  April 2014 - Present
Fyshe Horton Finney Ltd   June 2012 - April 2014
Saturna Capital Corporation  March 2010 - December 2012
Ziegler   February 2009 - March 2010
Merrill Lynch  January 2006 - January 2009

Skills
Portfolio Management, Investments, Strategic Financial..., Wealth Management, Equities, Banking, Asset Management, Mutual Funds, Financial Analysis, Retirement Planning, Microsoft Office, Fixed Income, Investment Advisory, Strategic Planning, Derivatives, Financial Services, Management, Finance, Series 7, Asset Allocation, Series 63, Retirement, Investment Strategies, Wealth, Investment Management, Financial Advisory, Securities, Alternative Investments, Financial Planning

Education
University of Illinois at Chicago   2002 — 2004
Bachelor of Arts (B.A.), Economics

Illinois State University   2000 — 2002

Experience
Dominium  April 2014 - July 2014
Ziegler   May 2012 - August 2012

Skills
Financial Modeling, Financial Analysis, Investments, Bloomberg, Microsoft Excel, PowerPoint, Access, Microsoft Word, Financial Statement..., Equity Research, Microsoft Office, Valuation, Corporate Finance, Investment Banking

Education
Lehigh University   2009 — 2013
Bachelor of Science (B.S.), Finance

Shattuck St. Mary's School   2004 — 2009

Experience
Ziegler   July 2011 - Present
Freelance  July 2005 - Present

Skills
Microsoft Excel, Social Media, Organization Skills, Microsoft Office, Graphic Design, Adobe Creative Suite, Photoshop, Web Design, Web Site Production, Invoice Processing, Accounts Receivable, Order Processing, File Management, File Systems

Education
Illinois Institute of Art   2008 — 2010
B.F.A, Web Design & Interactive Media

College of DuPage   2002 — 2005
AAS, Graphic Design - Desktop PrePress

Experience
Ziegler   June 2002 - Present

Skills
Wealth Management, Portfolio Management, Retirement Planning, Financial Advisory, Business Strategy, Series 7, Mutual Funds, Financial Planning, Registered Investment..., Strategic Financial..., Retirement, Wealth, Investments, Risk Management, Finance, Series 63

Education
Regis University   1993 — 1997
BS, Economics & Business

Experience
Diamond Hill Capital Management, Inc.   August 2013 - Present
Deutsche Bank  June 2011 - August 2013
Ziegler   March 2010 - June 2011
Edward Jones  June 2009 - January 2010
Merrill Lynch  June 2008 - August 2008

Education
Denison University   2005 — 2009
Bachelor's degree, Economics

Experience
Bangs Ambulance  February 2011 - Present
New York Presbyterian Hospital  June 2009 - February 2015
Weill Cornell Medical College  June 2009 - December 2010
Cornell University Emergency Medical Service   April 2009 - May 2010
Ziegler   June 2008 - August 2008
Weill Cornell Medical College  May 2007 - August 2007
Architecture for Health, Science and Commerce (AHSC)   February 2004 - May 2006

Skills
Clinical Research, Community Outreach, Cpr Certified, Healthcare, Emergency Medicine, Healthcare Information..., Leadership, Hospitals, Microsoft Excel, Medicine, Microsoft Office, Neurosurgery, Project Management, Public Health, PowerPoint, Vascular Surgery, Statistics, Research, Public Speaking, Data Analysis, CPR Certified

Education
Joan & Sanford I. Weill Medical College of Cornell University   2012 — 2016
Doctor of Medicine (MD)

Cornell University   2011 — 2012
Master of Arts (M.A.), Human Development

New York University   2010 — 2011
Chemistry

Cornell University   2006 — 2010
Bachelor of Science (BS), Applied Economics and Management

University of Pennsylvania   2005 — 2005
Engineering Robotics

Experience
BMO Harris Financial Advisors, Inc.   March 2014 - Present
Ziegler   October 2012 - March 2014
Fifth Third Bank  April 2012 - September 2012
Water Tower Financial Partners, LLC - A General Agency of MassMutual Financial Group   November 2010 - April 2012
The Huntington Investment Company  March 2008 - October 2010
KEMBA Financial Credit Union  June 2007 - March 2008
Sky Bank, acquired by Huntington National Bank in 2007   September 2004 - June 2007

Skills
FINRA, Series 7, Series 24, Series 53, Series 66, Investment Compliance, Field Supervision, Leadership, Business Relationship..., Operations Management, Bank Management, Financial Services

Education
Franklin University   2006 — 2009
Bachelor of Science

Experience
Ziegler   June 2014 - Present
Belvedere Trading, LLC  September 2013 - June 2014
Belvedere Trading, LLC  June 2013 - August 2013
Ipsos  June 2011 - August 2011

Skills
Microsoft Excel, Market Research, Teamwork, Social Media, Electronic Trading, Options Strategies, Derivatives, Financial Analysis, Investments

Education
Bradley University   2009 — 2013
Bachelor of Science (B.S.), Marketing

Stevenson High School

University of Economics in Prague

Experience
Home Care by Black Stone  March 2015 - Present
Ziegler   January 2012 - March 2015
StreetWise Partners  September 2013 - February 2015
StreetWise Partners  March 2013 - February 2015
PwC  October 2009 - January 2012
Real Time Portfolio Management   October 2008 - July 2009

Skills
Corporate Finance, Equities, Mergers, Investment Banking, Restructuring, Mergers & Acquisitions, Portfolio Management, Financial Advisory, Accounting, Financial Analysis, Tax, Strategic Financial..., Due Diligence, Private Equity, Financial Modeling, Valuation

Education
Ithaca College   2005 — 2009
B.S., Finance, Accounting

Experience
Eldorado Trading Group  June 2014 - Present
BMO Harris Bank  2013 - 2014
Miami University Investment Club   2010 - May 2013
Miami University Investment Banking Club   2009 - May 2013
Miami University  August 2008 - May 2013
KeyBanc Capital Markets  May 2012 - August 2012
Geneva Investment Management  July 2011 - August 2011
Ziegler   May 2011 - July 2011

Skills
Valuation, Financial Modeling, Investment Banking, Finance, Analysis, Due Diligence, Credit Analysis

Education
Miami University   2008 — 2013
BS, Finance, Accountancy, Mandarin Chinese

Experience
Ziegler   September 2014 - Present
Ziegler   August 2011 - Present
National Securities - Navisis Financial   April 2009 - June 2011
Rosalind Franklin University of Medicine and Science  January 2008 - April 2009

Skills
Business Analysis, PowerPoint, Research, Outlook, Finance, CRM, Analysis, Data Analysis, Microsoft Word, Microsoft Excel, Training, Microsoft Office, Customer Service, English, Windows, HTML, Strategic Planning, Budgets, Administration, Project Management, Process Improvement, Financial Analysis, Salesforce.com, Wealth Management, Operations Management, Business Development, Financial Services, Management, Team Leadership, Series 7

Education
Concordia University-River Forest   2000 — 2004
Organic Chemistry Music Western Civilization Studies

University of Illinois at Chicago   2000 — 2000
Biology

Experience
Ziegler   May 2013 - Present
Ameriprise Financial Services, Inc.   August 2004 - September 2014
VALIC Financial Services   August 2002 - August 2004
Kathryn Wenzel-Self Employed   July 1996 - July 2002
William Blair and Company  1990 - 1995

Skills
Retirement Planning, Financial Planning, Equities, Asset Management, Insurance, Estate Planning, 401k, Retirement Income..., Asset Managment

Education
University of Arkansas at Fayetteville   1979 — 1982
English/Communications

Elgin Community College   1978 — 1979
English

Elgin High School   1975 — 1978
General, English

Experience
NexTier Capital Solutions, LLC  August 2014 - Present
MSCI Inc.  October 2011 - June 2014
Hewitt EnnisKnupp  November 2008 - November 2010
Hakewill & Associates   January 2007 - November 2008
Ziegler   2001 - 2006
Commerce One  December 1999 - March 2001
Allstate Insurance Company  1998 - 1999
Northern Trust  April 1994 - October 1998
Stein Roe & Farnham  April 1987 - March 1994
Leo Burnett  July 1974 - May 1987

Skills
Market Research, Relationship Management, Change Management, E-commerce, Asset Managment, Financial Services, Market Planning, Strategic Planning, New Business Development, Integrated Marketing, Product Management, Competitive Analysis, Customer Insight, Thought Leadership, Marketing, Marketing Strategy, CRM, Business Development, Risk Management, Investments, Asset Management, Strategy, Mutual Funds, Marketing Management, Program Management, Advertising, Hedge Funds, Management, Investment Management, Budgets, Analytics, Banking, Portfolio Management, Consulting, Strategic Partnerships, Executive Management, Leadership, Segmentation, Mergers & Acquisitions, Direct Marketing, Media Relations, Lead Generation, B2B Marketing, Alternative Investments, Product Marketing, Marketing Communications

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1972 — 1974
M.B.A., General Management

Dartmouth College   1968 — 1972
A.B., Psychology

Experience
Ziegler   January 2014 - Present
Midtown Partners  June 2008 - December 2013

Skills
Valuation, Mergers, IPO, Private Placements, Due Diligence, Growth Capital, Investments, Private Equity, Investment Banking, Deal Sourcing, Mergers & Acquisitions, Financial Modeling, Equities, Corporate Finance, Financial Analysis, Capital, Capital Markets, Equity Capital Markets, Venture Capital, Financial Structuring, DCF, Banking, Investor Relations, M&A experience, Divestitures, Finance, Securities, Restructuring, Capital Raising, Financial Markets, Capital Structure, Joint Ventures, Equity Valuation, Funding, Emerging Markets, Capital IQ, Project Finance, Business Valuation

Education
Babson College   2003 — 2007
BS, Business Administration, Finance, Economics

Bergen County Academies   1999 — 2003

Experience
Peoples State Bank  February 2015 - Present
Hip Pocket, LLC   July 2012 - Present
Wausau Region Chamber of Commerce   March 2014 - January 2015
Wausau Region Chamber of Commerce   May 2013 - March 2014
Ziegler   January 2012 - May 2013
Westphal Staffing Inc.   August 2011 - January 2012
TSYS Merchant Solutions  April 2010 - June 2011
River Valley Bank  February 2007 - April 2010
2510 Restaurant   August 2006 - February 2007
CENTURY 21 Tri City Realty   February 2000 - August 2006

Skills
Public Speaking, Public Relations, Leadership, Networking, Teamwork, Customer Service, Customer Retention, Writing, Marketing, Event Management, Creative Writing, Copy Editing, Training & Development, Volunteer Management, Budgets, Team Leadership, Management, Finance, Event Planning, Nonprofits

Education
Rasmussen College   2011 — 2015
Bachelor's degree, Health/Health Care Administration/Management, 3.64 GPA

DC Everest Senior High School
High School Diploma, General Studies

Experience
Concordia University Chicago  August 2009 - Present
Chicago Association of Direct Marketing Educational Foundation (CADMEF)   October 2012 - May 2013
(Independent)   December 2008 - May 2013
Ziegler   July 2007 - November 2008
Northwestern University School of Law  February 2005 - July 2007
Northwest Suburban Alliance for Commerce and Industry   June 2003 - January 2005
University Directories  1998 - 2002

Skills
Integrated Marketing, Strategic Planning, Editing, Non-profits, Brand Management, Marketing, Event Planning, Social Media Marketing, Marketing Communications, Public Relations, Social Media, Media Relations, Teaching, Staff Development, Social Networking, Time Management, Sales, Fundraising, Training, Brand Development, Nonprofits, Leadership, Marketing Research, Press Releases, Event Management, Adobe Creative Suite, Marketing Strategy, Advertising, Internal Communications, Crisis Communications, Sales Management, Budgets, Copywriting, Public Speaking, Email Marketing, Online Marketing

Education
Northwestern University   2006 — 2008
MS, Integrated Marketing Communications

University of Mississippi   1994 — 1998
BBA, Marketing

Experience
Intrepid Lutherans, Inc.   October 2011 - Present
Heyer Capital, LLC   September 2006 - Present
Ziegler   2001 - 2006

Education
Keller Graduate School of Management of DeVry University   1999 — 2004

Experience
Ziegler   June 2009 - Present
Wells Fargo  March 2005 - June 2009
Strong Capital Management  December 1999 - March 2005

Skills
Mutual Funds, Wealth Management, 401k, Investments, Asset Allocation, Retirement, Asset Management, Investment Advisory, Series 63, Investment Strategies, Alternative Investments, Risk Management, Series 65, Separately Managed..., Retirement Planning, Series 7, Wealth, Financial Planning

Education
Cardinal Stritch University   1997 — 1999
BS Business Admin, Business

College for Financial Planning   2007 — 2008

Experience
Ziegler   2007 - Present
Bank of America  2007 - 2007
Terrapin Stationers   2003 - 2007

Skills
Administrative..., Data Entry, Outlook, Access, Administrative..., Editing, Biography, Event Planning, Exhibition Stands, Customer Service, Microsoft Word

Education
City University of New York City College
Bachelor's Degree, Interdisciplinary Arts

Borough of Manhattan Community College   2009 — 2012
Associate's Degree, Literature and Writing, Honors

Experience
Northwestern Mutual  May 2014 - Present
Ziegler   July 2003 - April 2014
The Mark Travel Corporation  November 2002 - July 2003

Skills
Financial Modeling, Fixed Income, Investment Banking, Capital Markets, Financial Analysis, Series 7, Finance, Bonds, Financial Structuring, Private Equity, Competitive Analysis, Corporate Strategy, Life Insurance, Equities, Valuation, Business Strategy

Education
Carroll University   1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General

Experience
LeadingAge Ohio  August 2014 - Present
North Shores Consulting Inc.   August 2013 - Present
CliftonLarsonAllen  January 2014 - August 2014
Mather LifeWays  June 2011 - August 2013
Ziegler   January 1998 - June 2011

Skills
Strategic Planning, Strategy, Healthcare, Public Speaking, Research, Non-profits, Leadership, Nonprofits, Budgets, Healthcare Management, Business Strategy, Marketing Strategy, Hospitals, Financial Analysis, Fundraising, Team Building, Leadership Development, Negotiation, Program Development, Management, Financial Modeling, Start-ups, Program Management, Mergers & Acquisitions, Entrepreneurship, Contract Negotiation, Training, Organizational..., Analysis, Marketing, Coaching, New Business Development, Market Research, Public Relations, Executive Management, Event Planning, Process Improvement, Competitive Analysis, Investments, Recruiting, Long-term Care, Management Consulting, Business Planning, Operations Management, Project Planning, Strategic Partnerships, Business Development, Project Management

Education
University of Pennsylvania - The Wharton School   1978 — 1980
M.B.A., Finance

Kalamazoo College   1974 — 1978
B.A., Mathematics

Experience
Piper Jaffray  April 2013 - Present
Ziegler   February 1994 - April 2013
Ziegler   March 2004 - July 2009
Ziegler   March 2000 - March 2004
Ziegler   March 1998 - March 2000
Ziegler   March 1996 - March 1998
Ziegler   February 1994 - March 1996
M&I Bank  June 1992 - February 1994
M&I Bank  June 1991 - June 1992

Skills
Mergers, Investment Banking, Investments, Corporate Finance, Finance, Mergers & Acquisitions, Leadership, Strategy, Loans, Credit, Fixed Income, Financial Advisory, Financial Modeling, Trading, Bonds, Management, Capital Markets, Portfolio Management, Securities, Series 7, Alternative Investments, Mutual Funds, Financial Structuring, Series 63, Wealth Management, Asset Management, Valuation, Investment Strategies, Structured Finance, Private Equity, Credit Analysis, Equities, Investment Advisory

Education
Marquette University   1993 — 1997
MBA, Finance

Carroll University   1987 — 1991
BS, Business Administration - Finance

Experience
University of Phoenix  July 2002 - Present
Marian University of Fond du Lac  August 2008 - June 2009
Marquette University  August 2007 - June 2009
Southeastern Youth and Family Services   1997 - 2009
Carroll University  January 2005 - July 2006
Glacier Financial Advisors, LLC   January 2002 - December 2005
Ziegler   2004 - 2005
Metavante  1998 - 2005
Biltmore Investors Bank   1997 - 1998
Strong Capital Management/Strong Mutual Funds   1991 - 1997

Skills
Strategic Planning, Financial Analysis, Strategy, Management, Leadership, Coaching, Cross-functional Team..., Investments, Finance, Portfolio Management, Teaching, Risk Management, Accounting, Business Development, Mutual Funds, Marketing, Strategic Financial..., New Business Development, Due Diligence

Education
Marquette University   1996 — 1997
MBA, Finance

University of Antwerp - Antwerp, Belgium   1997 — 1997
International Finance

University of Wisconsin-Green Bay   1987 — 1988
Bachelor's, Psychology

University of Wisconsin-La Crosse   1981 — 1985
Bachelor's, Business Administration

Experience
Merrill Lynch  August 2014 - Present
Ziegler   October 2013 - August 2014
Swarco Raiders Tirol Innsbruck, Austria   May 2014 - July 2014
Calanda Broncos Chur, Switzerland   May 2013 - August 2013
Merrill Lynch  May 2012 - August 2012
Casa Home Services   May 2009 - May 2012
Steve Gregory's Quarterback Farm   May 2010 - August 2010
Abercrombie & Fitch  May 2009 - August 2010

Skills
Wealth Management, International Business, Football, Financial Analysis, Stock Market, International Relations, Cultural Awareness, Travel, Microsoft Excel, Microsoft Word, PowerPoint, Jewelry, Series 7, Equities, Fixed Income, Stocks, Salesforce.com, Mutual Funds, New Business Development, Investments, Public Speaking

Education
Augustana College   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance & Marketing

Marmion Military Academy   2005 — 2009

Experience
Pfizer  2011 - Present
McKinsey & Company  2002 - 2011
Paul Capital Partners  2007 - 2008
Ziegler   1996 - 1997
Credit Suisse  1994 - 1995
Credit Suisse  1994 - 1994

Skills
Pharmaceutical Industry, Clinical Research, Portfolio Management, Clinical Development, Business Strategy, Strategic Planning, Competitive Intelligence, Financial Analysis, Capital Project Planning

Education
University of Pennsylvania - The Wharton School   1997 — 2001
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management

University of Pennsylvania School of Medicine   1997 — 2001
Doctor of Medicine (M.D.), Honors course work in Psychiatry, Women’s Health, and Pediatrics

Cornell University   1990 — 1994
Bachelor of Arts (B.A.), Comparative Literature

Experience
Ziegler   September 1995 - Present
Landrum & Brown  September 1992 - August 1995

Skills
Financial Modeling, Financial Analysis, Investments, Financial Planning, Corporate Finance, Valuation, Portfolio Management, Risk Management, Investment Banking, Analysis, Fixed Income

Education
DePaul University   1987 — 1991
Bachelor's Degree, Finance

Experience
Ziegler   2014 - Present
KeyBanc Capital Markets  2012 - 2014
RBC Capital Markets  2010 - 2012

Skills
Credit Analysis, Investment Banking, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Financial Statement..., Bond Markets, High Yield Bonds, DBC Finance, Municipal Finance, Due Diligence, Fixed Income, Investments, Finance, Bloomberg

Education
Arizona State University - W. P. Carey School of Business   2009 — 2011
MBA

Brigham Young University, Marriott School of Management   1998 — 2005
B.S.

Experience
Enlivant  July 2013 - July 2014
TPG Capital  June 2013 - July 2013
Beverly Capital LLC   December 2012 - June 2013
GE Ventures  March 2012 - September 2012
JONES DAY®  May 2012 - June 2012
Ziegler   July 2011 - September 2011
Northwestern University School of Law  May 2011 - August 2011
Merck  April 2008 - August 2010
Merck  January 2005 - April 2008
Merck  July 2004 - December 2004

Skills
Strategy, Six Sigma, Cross-functional Team..., Venture Capital, Healthcare, Financial Modeling, Operations Management, Due Diligence, Product Development, Negotiation, Competitive Analysis, Project Planning, Private Equity, Business Development, Finance, Mergers & Acquisitions, Business Strategy, Management, Strategic Planning

Education
Northwestern University - Kellogg School of Management   2011 — 2013
Master of Business Administration, Majors in Finance and Healthcare, Graduated with high honors (Beta Gamma Sigma)

Northwestern University School of Law   2010 — 2013
Juris Doctor, Concentration in Business, Graduated with honors (cum laude)

University of Houston   1997 — 2003
B.S. with Honors (Summa Cum Laude), Mechanical & Biomedical Engineering

Experience
Mesirow Financial  June 2012 - Present
Ziegler   January 2011 - June 2012
Frost, Ruttenberg & Rothblatt, P.C.   September 2006 - May 2010

Skills
Financial Analysis, Finance, Valuation, Financial Modeling, Due Diligence, Financial Reporting, Accounting, Investment Banking, Corporate Finance, Auditing, Financial Accounting, Bond Pricing, Debt Management, DBC Finance, Debt Restructuring, Bloomberg

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2007 — 2010
MBA, Finance

DePaul University   2002 — 2006
Bachelors of Science, Accounting

Experience
McDonald's Corporation  January 2015 - Present
Redbox  August 2013 - January 2015
Redbox  September 2012 - August 2013
Cars.com  October 2011 - September 2012
Cars.com  February 2010 - October 2011
Cars.com  July 2008 - February 2010
Grayhill, Inc.   November 2006 - July 2008
Rockwell Automation  October 2005 - November 2006
Briggs & Stratton  2004 - 2005
Ziegler   2002 - 2003

Skills
Product Management, Strategic Planning, Team Leadership, Product Strategy, Product Marketing, Competitive Analysis, Problem Solving, PowerPoint, Data Analysis, Team Building, Cross-functional Team..., Digital Marketing, Advertising, Marketing, Project Management, Analytics, Lead Generation, Salesforce.com, E-commerce, Integrated Marketing, Online Advertising, Sales, Strategic Partnerships, New Business Development, Leadership, Mobile Devices, Marketing Management, Product Development, Loyalty Programs

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2007 — 2008
MBA

Marquette University
BS

Palatine High School

Experience
Ziegler   June 1996 - Present

Skills
Investment Banking, Senior Living..., Not for Profit, Derivatives, capital st, Asset Managment, Fixed Income, Capital Markets

Education
Northwestern University - Kellogg School of Management
Master’s of Management

Miami University
Bachelor of Science

Experience
Veolia North America  November 2012 - Present
Veolia Environmental Services, Technical Solutions NA   March 2010 - November 2012
Serigraph Inc.  September 2005 - January 2009
Monster  2001 - 2005
Eclipse Manufacturing   2000 - 2001
M. W. Kasch, Co   1998 - 2000
M. W. Kasch, Co   1996 - 1998
Ziegler   1993 - 1996
Anacomp  1992 - 1993
Anacomp  1990 - 1992

Skills
Financial Reporting, Sarbanes-Oxley Act, Budgets, Fixed Assets, Account Reconciliation, Auditing, Accounts Payable, Accounts Receivable, Journal Entries, Analysis, Depreciation, Banking, Forecasting, Accounting, Financial Analysis, PeopleSoft, Cost Accounting, General Ledger, Internal Controls, QuickBooks, Finance, Financial Statements, Tax, Payroll, Process Improvement, Leadership, Microsoft Excel, Invoicing, Training

Education
Lakeland College   1996 — 2001
B.A. Degree, Accounting

Moraine Park Technical College   1983 — 1986
A.A. Degree, Data Processing/Computer Operations

Experience
Transamerica  July 2012 - Present
Ziegler Wealth Management  July 2011 - July 2012
Advisors Asset Management, Inc.   February 2007 - June 2011
Transamerica  June 2006 - February 2007
Ziegler   May 2005 - June 2006
Curian Capital  July 2004 - May 2005
Atlas Securities  March 2000 - July 2004
Janus Capital Group  1996 - 2000
MetLife  May 1995 - May 1996
United States Navy  June 1990 - June 1994

Skills
Investments, Wealth Management, Business Development, Alternative Investments, Financial Services, Relationship Management, Securities, Leadership, Fixed Income, Management, Sales Management, Product Development, Sales, Strategy, Financial Advisory, New Business Development, Coaching, Customer Service, Strategic Planning, Business Strategy, Mutual Funds, Series 7, Series 63, Finance

Education
Regis University   2013 — 2015
Master of Business Administration (MBA), Strategic Management

Regis University   2007 — 2009
BS, Finance

Experience
Ziegler   July 2006 - Present
Ziegler   October 2000 - July 2006
M&I Bank  1998 - 2000

Skills
Financial Services, Mutual Funds, Sales, Strategic Planning, Marketing Strategy, Asset Management, Investment Banking, Marketing, Salesforce.com, Building Brand Awareness, Product Launch, Product Marketing, Sales Collateral..., Written Communication, Graphic Design, Cross Selling, Campaign Managment, Campaign Execution, HTML emails

Education
Marquette University   1990 — 1994
Bachelor of Arts (B.A.), Public Relations

Experience
Challenger Gray   April 2012 - Present
Independent Consultant  2008 - 2012
Ziegler   November 2007 - November 2008
Northern Trust Global Investments  1989 - May 2007
Northern Trust  2002 - 2007

Skills
Alternative Investments, Leadership, Sales Management, Asset Managment, Asset Allocation, Asset Management, Banking, Start-ups, Investments, Negotiation, Series 7, Sales, Management, Investment Management, Financial Analysis, Fixed Income, Hedge Funds, Strategy, Finance, Executive Management, Financial Modeling, Risk Management, Management Consulting, Morningstar, Morningstar Direct, Financial Services, Portfolio Management, Private Equity, Investment Strategies, Mutual Funds, Wealth Management, Equities, Investment Advisory, Strategic Financial..., Due Diligence, Capital Markets, Valuation, Venture Capital, Restructuring, Emerging Markets

Education
The University of Chicago   1990 — 1993
MBA, Corporate Finance, Accounting

Northwestern University   1984 — 1987
BA, Molecular Biology, French Literature

Experience
Hutchinson, Shockey, Erley & Co.   July 2015 - Present
CastleOak Securities, L.P.   July 2012 - Present
Ziegler   December 2009 - May 2011
Loop Capital Markets  June 2006 - January 2009
Malachi Group   2003 - 2004

Skills
Financial Modeling, Financial Analysis, Fixed Income, Management, Strategic Planning, Public Speaking, Leadership, Investments, Customer Service, Portfolio Management, Event Planning, Finance, Marketing, Series 52, Investment Banking, Bloomberg, Securities, Municipal Bonds, Public Finance, Equities, Valuation, Asset Management, Corporate Finance, Capital Markets, Microsoft Excel, Series 7

Education
Clark Atlanta University   1999 — 2004
Bachelor of Arts (B.A.), Economics

Glenbrook South High School   1995 — 1999

Spelman College

Experience
Ziegler   August 1991 - Present

Skills
Investments, Series 7, Coaching, Team Building, Strategic Financial..., Financial Analysis, Nonprofits, Financial Modeling

Education
University of Wisconsin-Madison   1987 — 1991
BBA, Finance

Marquette University   1995 — 1997
MBA, Finance, General

Experience
Ziegler   July 2011 - Present
PNC Capital Markets  1999 - July 2011
A.G. Edwards & Sons, Inc.   1995 - 1999

Skills
Derivatives, Finance, Capital Markets, Fixed Income, Securities, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Mergers & Acquisitions, Mergers

Education
Cleveland State University   1993 — 1994
Master of Business Administration (MBA), Finance, General

Miami University   1987 — 1991
B.S., Finance

Experience
Ziegler   October 1997 - July 2008
Time Life  1996 - 2000
The Washington Post  1993 - 1996
Los Angeles Times Washington Bureau   1983 - 1992

Education
National Louis University   1989 — 1991
Bachelor of Arts, Management

Georgetown University   1982 — 1983
Legal Assistant Certficate

Experience
Ziegler   September 2013 - Present
ROBERT W. BAIRD AND COMPANY, INCORPORATED   March 2002 - September 2011
Ziegler   January 2000 - January 2001
E-Commerce  January 1999 - January 2000
Retail Trading Department   January 1994 - January 1999

Skills
Compliance, Risk Management, Strategic Planning, Fixed Income, Securities, Investments, Series 7, Bloomberg, Capital Markets, Asset Management, Wealth Management, Finance, Trading

Education
Cardinal Stritch University   1991 — 1993
MBA, Management

University of Wisconsin-Whitewater   1979 — 1982
BBA, Finance

Experience
Ziegler   April 2013 - Present
GE Government Finance   2004 - 2013
RBC Dain Rauscher  1998 - 2004
United States Marine Corps  1993 - 1998
United States Naval Academy  1987 - 1990
United States Naval Academy  1987 - 1990

Education
United States Naval Academy   1986 — 1990
Bacelor of Science, Computer Science

Boston University   1996 — 1998
Master of Business Administration (MBA)

Experience
Epic  October 2013 - Present
Epic  January 2012 - September 2014
Epic  July 2010 - January 2012
Ziegler   June 2009 - August 2009
Proact Search  January 2009 - March 2009
Globant  September 2008 - November 2008

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Spanish, Social Media, Microsoft Office, Research, Data Analysis, Event Planning, Consulting, Epic Systems, Management

Education
Northwestern University   2006 — 2010
Bachelor of Arts, Economics

Universidad del Museo Social Argentino   2008 — 2008
Economics Coursework

Homestead High School

Experience
Robert W. Baird  July 2001 - Present
Ziegler   October 1976 - July 2001

Skills
Investments

Education
College for Financial Planning   2007 — 2008
CFP®, Financial Planning

Butler University   1982 — 1984
M.B.A, Finance

University of Wisconsin-Eau Claire   1970 — 1974
B.S., Accounting

Experience
Citi  2012 - Present
Citi  2010 - 2012
Ziegler   July 2009 - September 2009
A.G. Edwards   June 2007 - August 2007

Education
The University of Chicago Booth School of Business
MBA Candidate

Boston College   2006 — 2010
BA, Economics

Pontifícia Universidade Católica do Rio de Janeiro   2009 — 2009
Exchange student, Economics

Experience
Ziegler   November 2014 - Present
Prudential Mortgage Capital Com   February 2013 - October 2014
Sims Mortgage Funding, Inc.   June 2009 - February 2013
Herbert J. Sims & Co.   June 2001 - June 2009
Greenwich Partners   April 2000 - December 2000

Skills
Finance, Real Estate Economics, FHA, Mortgage Lending, Loans, Due Diligence, Financial Analysis, Investment Banking, Commercial Real Estate, Financial Modeling, Long-term Care, Affordable Housing, Strategic Planning, Apartments, Asset Managment, Financial Services, Funding, HUD, Healthcare, Retirement Homes, Seniors

Education
Rollins College - Crummer Graduate School of Business   1998 — 2000
MBA, Finance

Louisiana State University   1993 — 1997
BA, History

Experience
Ziegler   August 2014 - Present
VivaKi  December 2013 - March 2014
Wheels, Inc.   November 2013 - November 2013
DRW Trading Group  September 2013 - October 2013

Education
Northern Illinois University   2009 — 2013
Bachelor of Science (B.S.), Nutrition Sciences

Whitney Young Magnet High School

Experience
Ziegler Capital Management, LLC  April 2014 - Present
Calamos Investments  September 2011 - April 2014
Ziegler   November 2003 - September 2011
Northwestern Mutual  October 2002 - November 2003

Skills
Alternative Investments, Series 7, Series 63, Wealth Management, Fixed Income, Series 24, Series 66, Series 4, Series 53, Investment Management, Mutual Funds, Investments, Hedge Funds, AML, Securities, FINRA, Investment Advisory, Asset Managment, Uniform Combined State..., Equities, Financial Services, Capital Markets, Fixed Annuities, Asset Allocation, Investment Strategies, ETFs, Portfolio Management

Education
Northern Illinois University   1988 — 1990
BA

Marquette University   1986 — 1988

Experience
American Realty Capital  November 2013 - May 2015
American Realty Capital  November 2010 - November 2013
Wells Fargo  June 2010 - October 2010
Charles Schwab  December 2009 - February 2010
Ziegler   August 2008 - July 2009
Arizona State University  August 2005 - May 2008

Skills
Microsoft Office, Microsoft Excel, Sales, Series 7, Asset Management, Financial Services, Finance, Management, Investments, Customer Service, Financial Analysis, Research

Education
Arizona State University   2005 — 2008
Minor, Mathematics

Arizona State University - W. P. Carey School of Business   2005 — 2008
B.S., Economics

Arizona State University - W. P. Carey School of Business   2005 — 2008
Certificate, International Business

Arizona State University

Weston High School

Experience
IBM  June 2012 - Present
Northwestern University  June 2010 - June 2013
United Airlines  June 2011 - September 2011
Sabre Airline Solutions  June 2010 - September 2010
Air Canada  March 2009 - September 2009
Ziegler   June 2008 - August 2008
WPP Worldwide – Shanghai Advertising Company Ltd.   July 2007 - September 2007
Build-It-Yourself  June 2007 - September 2007

Skills
SQL, Artificial Neural..., Python, R, SAS, SPSS, Machine Learning, Natural Language..., Hadoop, Mahout, Image Recognition, HBase, Graph Databases, Neo4j, Cluster Analysis, Logistic Regression, SVM, Matlab, Business Intelligence, Optimization, Data Classification, Java, CPLEX, C++, C, VBA, Data Analysis, Microsoft Office, Microsoft Excel, Access, Data Mining, Analytics, Statistics, Weka, PCA, LDA, Project Management, Software Development

Education
Northwestern University   2010 — 2011
Master of Science (MS)

Northwestern University   2006 — 2010
Bachelor of Science (BS)

Experience
Ziegler   April 2014 - Present
World Equity Group  April 2013 - December 2013
Mesirow Financial  March 2011 - March 2013
AOS/TradingBlock   May 2010 - March 2011
Waterstone Financial Group  April 1990 - December 2009

Skills
Series 7, Investments, Investment Advisory, Series 24, Risk Management, Operations Management, Branch Management, Series 65, Mutual Funds, Financial Advisory, Securities

Education
Michigan State University
Bachelors, Finance

Experience
Ziegler   April 2013 - Present
Householder Group  October 2009 - March 2013
Householder Group  August 2008 - October 2009
RG Capital, LLC   January 2006 - July 2008
Merrill Lynch  April 2004 - January 2006
Merrill Lynch  April 2000 - January 2006
Merrill Lynch  April 2000 - April 2004

Skills
Series 7, Series 63, Notary Public, Marketing, Customer Service, Management

Education
Eastern Michigan University
Bachelor of Science

Experience
Tyson and Billy Architects  July 2006 - Present
Ziegler   December 2001 - October 2005

Skills
Microsoft Office, Customer Service, Marketing Communications, Budgets, Project Management, Account Management, Analysis, Business Development, Contract Management, Fundraising, Government, Leadership, Management, Marketing Strategy, Negotiation, New Business Development, Operations Management, Program Management, Project Planning, Team Leadership, Business Strategy, Change Management

Education
Kaplan University   2002 — 2004
Bachelors, Finance

Rockford Business College
Marketing

Experience
Associated Bank  July 2012 - Present
Associated Bank  February 2011 - June 2012
Ziegler   July 2001 - October 2010
Ziegler   January 1995 - July 2001
FIS/Metavante   March 1989 - December 1994

Skills
Process Improvement, Project Management, Business Process..., Leadership, Financial Services, Management, Vendor Management, Program Management, Integration

Education
University of Wisconsin-Milwaukee - Lubar School of Business   1980 — 1984
MS, Management

University of Wisconsin-Eau Claire   1976 — 1980
BBA, Finance and Mgmt Information Systems

Milwaukee School of Engineering

Experience
Gammero International Realty   January 2015 - Present
Ocean Walk Shoppes   July 2012 - Present
Ziegler   2010 - 2012
Merrill Lynch  2009 - 2010
Wells Fargo Advisors  2008 - 2009
Exit Realty Home Team   2006 - 2008
Exit Realty Home Team   2006 - 2008

Skills
Investments, Retirement Planning, Marketing, Small Business, Finance, Real Estate, Management, Commercial Real Estate, Advertising, Online Advertising, Online Marketing, Property Management, Business Process, Business Process..., Business Intelligence, Business Planning, Business Analysis, Marketing Strategy, Leadership, Strategy, Life Coaching

Education
College for Financial Planning
Retirement Planning

Daytona College
Business Administration and Management, General

Experience
Ziegler   May 2014 - Present
BB&T Capital Markets  May 2003 - May 2014
UBS Investment Bank  May 2000 - May 2003
First Union Securities  May 1998 - May 2000
Bon Secours Health System  January 1990 - May 1998

Education
Guilford College   1985 — 1989
BS, Accounting and Business Management

Experience
EY  September 2012 - Present
Ziegler   May 2011 - August 2011
International Science and Technology Partnerships Canada   May 2010 - August 2010

Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, PowerPoint, Data Analysis, Research, Business Strategy, Team Leadership, Public Speaking, Teamwork, Strategic Planning, Analytics, Business Analysis, Market Research, Time Management, Customer Service, Marketing Communications, Corporate Finance, Valuation

Education
The University of Western Ontario - Ivey School of Business   2010 — 2012
HBA, Business Administration and Management, General

Lisgar Collegiate Institute

Experience
Ziegler   2012 - Present

Skills
Municipal Bonds

Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General

New York University