Ziegler Company
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Ziegler Employees
Employee
Years
Job
Industry
Trisha Nguyen Trisha Nguyen's Ziegler Experience June 2014 - Present
Job Client Service Specialist
Industry Financial Services
Experience
Ziegler June 2014 - Present
Vietnamese Eucharistic Youth Group June 2002 - Present
One Nation of Gamers November 2012 - November 2013
Victoria's Secret May 2010 - July 2013
Alpha Kappa Psi April 2012 - April 2013
University of Illinois at Chicago - Campus Housing August 2010 - January 2012
Skills
PowerPoint, Word, Access, Secretarial Skills, Note Taking, Organization, Microsoft Word, Microsoft Excel, Sales, Customer Service, Management, Social Networking, Marketing, Time Management, Leadership, Microsoft Office, Financial Analysis, Public Speaking
Education
University of Illinois at Chicago 2010 — 2013
Bachelor of Science (BS), Finance
Ziegler June 2014 - Present
Vietnamese Eucharistic Youth Group June 2002 - Present
One Nation of Gamers November 2012 - November 2013
Victoria's Secret May 2010 - July 2013
Alpha Kappa Psi April 2012 - April 2013
University of Illinois at Chicago - Campus Housing August 2010 - January 2012
Skills
PowerPoint, Word, Access, Secretarial Skills, Note Taking, Organization, Microsoft Word, Microsoft Excel, Sales, Customer Service, Management, Social Networking, Marketing, Time Management, Leadership, Microsoft Office, Financial Analysis, Public Speaking
Education
University of Illinois at Chicago 2010 — 2013
Bachelor of Science (BS), Finance
John Jewell, CPA John Jewell, CPA's Ziegler Experience June 2013 - August 2014
Job Turnaround and Restructuring at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal August 2014 - Present
Ziegler June 2013 - August 2014
PwC September 2011 - June 2013
PwC June 2010 - July 2010
CYMI, Ltd. January 2009 - May 2010
Calfee, Halter & Griswold LLP May 2008 - August 2008
Best Buy November 2004 - June 2008
Skills
Accounting, Financial Analysis, Negotiation, Public Speaking, Leadership, Team Leadership, Investments, Small Group..., Time Management, Financial Reporting, Writing, Group Presentations, Client Relations, Fixed Income, Financial Modeling, Finance, Microsoft Excel, PowerPoint, Corporate Finance
Education
University of Dayton 2010 — 2011
MBA, Accounting
University of Dayton 2006 — 2010
BSB, Accounting, Finance
Mentor High School 2002 — 2006
Alvarez & Marsal August 2014 - Present
Ziegler June 2013 - August 2014
PwC September 2011 - June 2013
PwC June 2010 - July 2010
CYMI, Ltd. January 2009 - May 2010
Calfee, Halter & Griswold LLP May 2008 - August 2008
Best Buy November 2004 - June 2008
Skills
Accounting, Financial Analysis, Negotiation, Public Speaking, Leadership, Team Leadership, Investments, Small Group..., Time Management, Financial Reporting, Writing, Group Presentations, Client Relations, Fixed Income, Financial Modeling, Finance, Microsoft Excel, PowerPoint, Corporate Finance
Education
University of Dayton 2010 — 2011
MBA, Accounting
University of Dayton 2006 — 2010
BSB, Accounting, Finance
Mentor High School 2002 — 2006
Caitlin Deming Caitlin Deming's Ziegler Experience May 2011 - August 2011
Job Operations Finance Analyst II at PPD
Industry Pharmaceuticals
Experience
PPD March 2015 - Present
PPD May 2013 - March 2015
ESPN February 2012 - May 2013
PPD August 2011 - February 2012
Ziegler May 2011 - August 2011
New Hanover County Schools February 2011 - April 2011
Skills
Accounting, Analysis, Finance, Microsoft Excel, Financial Reporting, Financial Analysis, Budgets, Management, Leadership, Microsoft Office, Pharmaceutical Industry
Education
University of North Carolina at Wilmington 2007 — 2011
Bachelor of Science (BS), Business Administration, Accounting
PPD March 2015 - Present
PPD May 2013 - March 2015
ESPN February 2012 - May 2013
PPD August 2011 - February 2012
Ziegler May 2011 - August 2011
New Hanover County Schools February 2011 - April 2011
Skills
Accounting, Analysis, Finance, Microsoft Excel, Financial Reporting, Financial Analysis, Budgets, Management, Leadership, Microsoft Office, Pharmaceutical Industry
Education
University of North Carolina at Wilmington 2007 — 2011
Bachelor of Science (BS), Business Administration, Accounting
Paula Permenter Paula Permenter's Ziegler Experience May 2011 - May 2013
Job Public Finance Charter Schools
Industry Investment Banking
Experience
BB&T Capital Markets May 2013 - Present
Ziegler May 2011 - May 2013
Invesco Ltd. July 1996 - April 2011
Van Kampen American Capital 1988 - 1996
Skills
Series 7, Series 66, Series 79, High Yield Bonds, Fixed Income Analysis, Charter Schools, FINRA, Portfolio Management
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance, General
University of St. Thomas (TX)
Master of Business Administration (M.B.A.), Finance, General
BB&T Capital Markets May 2013 - Present
Ziegler May 2011 - May 2013
Invesco Ltd. July 1996 - April 2011
Van Kampen American Capital 1988 - 1996
Skills
Series 7, Series 66, Series 79, High Yield Bonds, Fixed Income Analysis, Charter Schools, FINRA, Portfolio Management
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance, General
University of St. Thomas (TX)
Master of Business Administration (M.B.A.), Finance, General
Tim Willows Tim Willows's Ziegler Experience February 2014 - Present
Job Sales Associate at Ziegler
Industry Investment Banking
Experience
Ziegler February 2014 - Present
Skills
Strategic Planning, Leadership, New Business Development, Account Management, Leadership Development, Microsoft Office, Marketing, Recruiting, Training
Education
University of North Texas 1981 — 1984
Finance, General
Ziegler February 2014 - Present
Skills
Strategic Planning, Leadership, New Business Development, Account Management, Leadership Development, Microsoft Office, Marketing, Recruiting, Training
Education
University of North Texas 1981 — 1984
Finance, General
Charles Self Charles Self's Ziegler Experience February 2009 - September 2010
Job Chief Operating Officer | Chief Investment Officer at iSectors®
Industry Financial Services
Experience
iSectors February 2014 - Present
Sumnicht & Assoiciates February 2014 - Present
Pension Consultants, Inc September 2013 - February 2014
Parasol Investment Management LLC March 2011 - December 2012
Ziegler February 2009 - September 2010
Deerfield Capital Management 2004 - 2009
Teachers Retirement System of IL 2001 - 2002
ABN AMRO 1998 - 2001
ABN AMRO Asset Management 1995 - 1998
Prudential Financial 1988 - 1995
Skills
Alternative Investments, Investments, Asset Allocation, Asset Management, Investment Management, Asset Managment, Investment Strategies, ETFs, Pension Funds, Marketing, Management, Fund Of Funds, Financial Analysis, Real Estate, Quantitative Analytics, Due Diligence, Banking, Venture Capital, Financial Advisory, Independent Financial..., Portfolio Management, Modern Portfolio Theory, Endowment Funds, MLP, Fixed Income Strategies, Diversification, Precious Metals, Dynamic Asset Allocation, Tactical Asset..., Fixed Income
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA, Statistics and Finance
University of Minnesota - Carlson School of Management 1977 — 1979
BSB, Accounting
St. Olaf College 1975 — 1977
Economics
iSectors February 2014 - Present
Sumnicht & Assoiciates February 2014 - Present
Pension Consultants, Inc September 2013 - February 2014
Parasol Investment Management LLC March 2011 - December 2012
Ziegler February 2009 - September 2010
Deerfield Capital Management 2004 - 2009
Teachers Retirement System of IL 2001 - 2002
ABN AMRO 1998 - 2001
ABN AMRO Asset Management 1995 - 1998
Prudential Financial 1988 - 1995
Skills
Alternative Investments, Investments, Asset Allocation, Asset Management, Investment Management, Asset Managment, Investment Strategies, ETFs, Pension Funds, Marketing, Management, Fund Of Funds, Financial Analysis, Real Estate, Quantitative Analytics, Due Diligence, Banking, Venture Capital, Financial Advisory, Independent Financial..., Portfolio Management, Modern Portfolio Theory, Endowment Funds, MLP, Fixed Income Strategies, Diversification, Precious Metals, Dynamic Asset Allocation, Tactical Asset..., Fixed Income
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA, Statistics and Finance
University of Minnesota - Carlson School of Management 1977 — 1979
BSB, Accounting
St. Olaf College 1975 — 1977
Economics
Jay Quinn, CFP ® Jay Quinn, CFP ®'s Ziegler Experience July 2013 - August 2015
Job Financial Advisor at Presidential Brokerage, Inc. America's Retirement Store
Industry Financial Services
Experience
Presidential Brokerage, Inc. - America's Retirement Store September 2015 - Present
Ziegler July 2013 - August 2015
AthenaInvest January 2011 - June 2013
Cetera Advisors LLC February 2010 - November 2010
Welton Street Investments April 2007 - September 2009
Fidelity Investments August 2004 - July 2006
Charles Schwab 1991 - 2004
Skills
Certified Financial..., Mutual Funds, Investments, Sales Management, Sales Process, Relationship Management, Financial Advisory, Estate Planning, Financial Services, Wealth Management, Retirement Planning
Education
University of California, Berkeley 1978 — 1982
BA, History
Presidential Brokerage, Inc. - America's Retirement Store September 2015 - Present
Ziegler July 2013 - August 2015
AthenaInvest January 2011 - June 2013
Cetera Advisors LLC February 2010 - November 2010
Welton Street Investments April 2007 - September 2009
Fidelity Investments August 2004 - July 2006
Charles Schwab 1991 - 2004
Skills
Certified Financial..., Mutual Funds, Investments, Sales Management, Sales Process, Relationship Management, Financial Advisory, Estate Planning, Financial Services, Wealth Management, Retirement Planning
Education
University of California, Berkeley 1978 — 1982
BA, History
Barbara Bay Barbara Bay's Ziegler Experience July 2004 - August 2006
Job Release of Information Specialist at HealthPort Technologies
Industry Hospital & Health Care
Experience
HealthPort Technologies August 2014 - Present
Massage Envy October 2011 - August 2014
Shorewest Realtors October 2006 - July 2011
Ziegler July 2004 - August 2006
Northwestern Mutual Investment Services January 2001 - July 2004
Network Planning Advisors August 2000 - July 2004
Northwestern Mutual February 1999 - August 2000
Robert W. Baird & Co. 1997 - 1999
Skills
Microsoft Office, Medical Terminology, Customer Service, Customer Satisfaction, Microsoft Office 2007, Legal Compliance, Medical Records, Marketing, Sales, CRM, New Business Development, Sales Management, Public Speaking, Organizational..., Contract Negotiation, Human Resources, Marketing Strategy, Negotiation, Outlook, Advertising, Organization, Regulatory Requirements, Drafting Policies, Team Building, Training, Management, Healthcare
Education
Waukesha County Technical College 2011 — 2016
Associate's Degree, Health Information/Medical Records Technology/Technician, 4.0
University of Wisconsin-Milwaukee - School of Business Administration 1987 — 1989
MBA, Business
Ripon College 1983 — 1987
BA, Economics, English
HealthPort Technologies August 2014 - Present
Massage Envy October 2011 - August 2014
Shorewest Realtors October 2006 - July 2011
Ziegler July 2004 - August 2006
Northwestern Mutual Investment Services January 2001 - July 2004
Network Planning Advisors August 2000 - July 2004
Northwestern Mutual February 1999 - August 2000
Robert W. Baird & Co. 1997 - 1999
Skills
Microsoft Office, Medical Terminology, Customer Service, Customer Satisfaction, Microsoft Office 2007, Legal Compliance, Medical Records, Marketing, Sales, CRM, New Business Development, Sales Management, Public Speaking, Organizational..., Contract Negotiation, Human Resources, Marketing Strategy, Negotiation, Outlook, Advertising, Organization, Regulatory Requirements, Drafting Policies, Team Building, Training, Management, Healthcare
Education
Waukesha County Technical College 2011 — 2016
Associate's Degree, Health Information/Medical Records Technology/Technician, 4.0
University of Wisconsin-Milwaukee - School of Business Administration 1987 — 1989
MBA, Business
Ripon College 1983 — 1987
BA, Economics, English
Matt Wieser's Ziegler Experience August 2015 - Present
Job Investment Banking Associate at Ziegler
Industry Investment Banking
Experience
Ziegler August 2015 - Present
Moody's Investors Service July 2014 - July 2015
Moody's Investors Service November 2012 - June 2014
Moody's Investors Service December 2009 - October 2012
Allstate May 2008 - August 2008
Skills
Fixed Income, Economics, Banking, Public Finance, Bloomberg, Bonds, Municipal Bonds, Finance, Credit Rating, Credit Analysis, Analysis, Financial Analysis, Data Analysis
Education
University of Notre Dame 2006 — 2009
Bachelor of Arts, Economics
Ziegler August 2015 - Present
Moody's Investors Service July 2014 - July 2015
Moody's Investors Service November 2012 - June 2014
Moody's Investors Service December 2009 - October 2012
Allstate May 2008 - August 2008
Skills
Fixed Income, Economics, Banking, Public Finance, Bloomberg, Bonds, Municipal Bonds, Finance, Credit Rating, Credit Analysis, Analysis, Financial Analysis, Data Analysis
Education
University of Notre Dame 2006 — 2009
Bachelor of Arts, Economics
Keith Robertson Keith Robertson's Ziegler Experience January 2007 - Present
Job Managing Director at Ziegler
Industry Financial Services
Experience
Ziegler January 2007 - Present
Retirement Living Services 2000 - 2006
Herbert J. Sims & Co. 1998 - 2000
Skills
Finance, Start-ups, Management, Nonprofits, Retirement, Financial Modeling, Due Diligence, Bonds, Strategic Planning, Financial Analysis, Capital Markets, Mergers & Acquisitions, Valuation, Investment Banking, Strategic Financial..., Private Equity, Portfolio Management, New Business Development, Leadership, Corporate Finance
Education
University of Hartford 2001 — 2004
MBA
Southern Connecticut State University 1990 — 1994
BS, Political Science
Ziegler January 2007 - Present
Retirement Living Services 2000 - 2006
Herbert J. Sims & Co. 1998 - 2000
Skills
Finance, Start-ups, Management, Nonprofits, Retirement, Financial Modeling, Due Diligence, Bonds, Strategic Planning, Financial Analysis, Capital Markets, Mergers & Acquisitions, Valuation, Investment Banking, Strategic Financial..., Private Equity, Portfolio Management, New Business Development, Leadership, Corporate Finance
Education
University of Hartford 2001 — 2004
MBA
Southern Connecticut State University 1990 — 1994
BS, Political Science
Trey Crabb Trey Crabb's Ziegler Experience 2012 - Present
Job Managing Director, Healthcare Mergers, Acquisitions & Strategic Services at Ziegler
Industry Investment Banking
Experience
Ziegler 2012 - Present
UNC Health Care 2014 - Present
Carolina Research Venture Fund 2015 - Present
University of North Carolina at Chapel Hill 2012 - Present
University of North Carolina - Gillings School of Global Public Health Foundation 2006 - 2015
Nashville Ballet 2011 - 2014
Health Strategy Partners, LLC 2010 - 2012
University of Alabama 2009 - 2012
Stroudwater Associates 2008 - 2010
Avondale Partners, LLC 2005 - 2008
Skills
Mergers & Acquisitions, Investment Banking, Healthcare, Valuation, Venture Capital, Strategy, Corporate Finance, Private Equity, Management, Finance, Strategic Planning, Hospitals, Leadership, Financial Modeling, Financial Analysis, Capital Markets, Due Diligence, Business Valuation, Business Strategy, Executive Management, Acquisitions, Entrepreneurship, Management Consulting, Start-ups, Business Development, Corporate Development, Equities, Securities, Strategic Financial..., New Business Development, Business Planning, Competitive Analysis, Board of Directors, Financial Advisory, Company Valuation
Education
University of North Carolina at Chapel Hill - Gillings Global School of Public Health 1999 — 2001
MHA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
University of Alabama 1986 — 1990
BS, Corporate Finance and Investment Management
Ziegler 2012 - Present
UNC Health Care 2014 - Present
Carolina Research Venture Fund 2015 - Present
University of North Carolina at Chapel Hill 2012 - Present
University of North Carolina - Gillings School of Global Public Health Foundation 2006 - 2015
Nashville Ballet 2011 - 2014
Health Strategy Partners, LLC 2010 - 2012
University of Alabama 2009 - 2012
Stroudwater Associates 2008 - 2010
Avondale Partners, LLC 2005 - 2008
Skills
Mergers & Acquisitions, Investment Banking, Healthcare, Valuation, Venture Capital, Strategy, Corporate Finance, Private Equity, Management, Finance, Strategic Planning, Hospitals, Leadership, Financial Modeling, Financial Analysis, Capital Markets, Due Diligence, Business Valuation, Business Strategy, Executive Management, Acquisitions, Entrepreneurship, Management Consulting, Start-ups, Business Development, Corporate Development, Equities, Securities, Strategic Financial..., New Business Development, Business Planning, Competitive Analysis, Board of Directors, Financial Advisory, Company Valuation
Education
University of North Carolina at Chapel Hill - Gillings Global School of Public Health 1999 — 2001
MHA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
University of Alabama 1986 — 1990
BS, Corporate Finance and Investment Management
Michael Ratkovitch's Ziegler Experience 2010 - Present
Job at
Industry Financial Services
Experience
Ziegler 2010 - Present
University of Kansas August 2008 - December 2009
C.E. Unterberg, Towbin June 2009 - August 2009
Collins Stewart June 2008 - August 2008
Skills
Investment Banking, Capital Markets, Series 7, Equities, Corporate Finance, Uniform Combined State..., Series 66, Wealth Management, Investments, Asset Allocation, Portfolio Management, Alternative Investments, Investment Strategies, Insurance, Financial Services, Coaching
Education
University of Kansas 2006 — 2010
BS Finance, Human Geography
Ziegler 2010 - Present
University of Kansas August 2008 - December 2009
C.E. Unterberg, Towbin June 2009 - August 2009
Collins Stewart June 2008 - August 2008
Skills
Investment Banking, Capital Markets, Series 7, Equities, Corporate Finance, Uniform Combined State..., Series 66, Wealth Management, Investments, Asset Allocation, Portfolio Management, Alternative Investments, Investment Strategies, Insurance, Financial Services, Coaching
Education
University of Kansas 2006 — 2010
BS Finance, Human Geography
Katy Hermann's Ziegler Experience June 2013 - August 2013
Job Analyst at Eze Software
Industry International Trade and Development
Experience
Eze Software Group June 2014 - Present
Derby Bar & Grill June 2013 - August 2013
Ziegler June 2013 - August 2013
Mail Finance January 2013 - May 2013
Tulane University October 2012 - December 2012
Saddle & Cycle Country Club May 2010 - June 2012
Sheffield Garden Walk Festival July 2006 - July 2011
Skills
Communication, Marketing, Computer Graphics, Administrative..., Spanish, Organization
Education
Tulane University 2010 — 2014
Bachelor of Arts (B.A.), Economics and International Development
Eze Software Group June 2014 - Present
Derby Bar & Grill June 2013 - August 2013
Ziegler June 2013 - August 2013
Mail Finance January 2013 - May 2013
Tulane University October 2012 - December 2012
Saddle & Cycle Country Club May 2010 - June 2012
Sheffield Garden Walk Festival July 2006 - July 2011
Skills
Communication, Marketing, Computer Graphics, Administrative..., Spanish, Organization
Education
Tulane University 2010 — 2014
Bachelor of Arts (B.A.), Economics and International Development
James McKnight James McKnight's Ziegler Experience May 2011 - Present
Job Senior Vice President, National Product Manager at Ziegler
Industry Financial Services
Experience
Ziegler May 2011 - Present
SunAmerica Retirement Markets, Inc December 2005 - December 2010
Ohio National Financial Services 2004 - 2005
MetLife Investors 2002 - 2004
Transamerica Life Insurance Company June 2000 - December 2001
Merrill Lynch Life Insurance Group January 1999 - July 2000
EVEREN Securities, Inc January 1995 - January 1999
Kemper Investors Life Insurance Company January 1993 - January 1995
Skills
Retirement, New Business Development
Education
Saint Mary's University of Minnesota 1988 — 1992
Ziegler May 2011 - Present
SunAmerica Retirement Markets, Inc December 2005 - December 2010
Ohio National Financial Services 2004 - 2005
MetLife Investors 2002 - 2004
Transamerica Life Insurance Company June 2000 - December 2001
Merrill Lynch Life Insurance Group January 1999 - July 2000
EVEREN Securities, Inc January 1995 - January 1999
Kemper Investors Life Insurance Company January 1993 - January 1995
Skills
Retirement, New Business Development
Education
Saint Mary's University of Minnesota 1988 — 1992
Jerry Ryan Jerry Ryan's Ziegler Experience May 2011 - December 2012
Job Director of Acquistions at Hunter Management
Industry Financial Services
Experience
Hunter Management July 2014 - Present
Tavernier Capital Funding, LLC January 2013 - December 2013
Ziegler May 2011 - December 2012
Healthcare Financial Advisors May 2008 - May 2011
Aviv Asset Management November 2005 - April 2008
Harborside Healthcare June 2001 - November 2005
Epoch Senior Living April 1999 - May 2001
Meditrust Corporation April 1997 - April 1999
Skills
Mergers, Start-ups, Finance, Financial Analysis, Business Development, Due Diligence, Investments, Investment Banking, Mergers & Acquisitions, Commercial Banking, Financial Modeling, Financial Advisory, Valuation, Competitive Analysis, Budgets, Real Estate, Forecasting
Education
University of Pennsylvania - The Wharton School 1974 — 1975
MBA, Finance & Marketing
Wesleyan University 1968 — 1972
BA, Psychology
Hunter Management July 2014 - Present
Tavernier Capital Funding, LLC January 2013 - December 2013
Ziegler May 2011 - December 2012
Healthcare Financial Advisors May 2008 - May 2011
Aviv Asset Management November 2005 - April 2008
Harborside Healthcare June 2001 - November 2005
Epoch Senior Living April 1999 - May 2001
Meditrust Corporation April 1997 - April 1999
Skills
Mergers, Start-ups, Finance, Financial Analysis, Business Development, Due Diligence, Investments, Investment Banking, Mergers & Acquisitions, Commercial Banking, Financial Modeling, Financial Advisory, Valuation, Competitive Analysis, Budgets, Real Estate, Forecasting
Education
University of Pennsylvania - The Wharton School 1974 — 1975
MBA, Finance & Marketing
Wesleyan University 1968 — 1972
BA, Psychology
Kerry Rudy Kerry Rudy's Ziegler Experience February 2009 - September 2010
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
PNC Capital Markets August 2015 - Present
BMO Capital Markets October 2010 - Present
Ziegler February 2009 - September 2010
Goldman Sachs July 2003 - November 2008
Purchase Pooling Solutions 2000 - 2003
Lehman Brothers 1986 - 2000
Skills
Capital Markets, Investment Banking, Business Strategy, Finance, Valuation, Financial Modeling, Private Equity, Fixed Income, Bonds, Mergers & Acquisitions, Strategic Planning, Nonprofits, Corporate Finance, Financial Structuring, Investments, Structured Finance
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Finance
The University of Texas at Austin 1982 — 1986
BBA, Finance
Memorial High School
PNC Capital Markets August 2015 - Present
BMO Capital Markets October 2010 - Present
Ziegler February 2009 - September 2010
Goldman Sachs July 2003 - November 2008
Purchase Pooling Solutions 2000 - 2003
Lehman Brothers 1986 - 2000
Skills
Capital Markets, Investment Banking, Business Strategy, Finance, Valuation, Financial Modeling, Private Equity, Fixed Income, Bonds, Mergers & Acquisitions, Strategic Planning, Nonprofits, Corporate Finance, Financial Structuring, Investments, Structured Finance
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Finance
The University of Texas at Austin 1982 — 1986
BBA, Finance
Memorial High School
Stephen Sprouse Stephen Sprouse's Ziegler Experience June 2012 - August 2012
Job GWM CLT Analyst at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan Asset Management September 2015 - Present
JPMorgan Chase & Co. February 2013 - September 2015
Ziegler June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Education
The Ohio State University 2009 — 2012
Bachelor of Science in Business Administration, Economics in Business
J.P. Morgan Asset Management September 2015 - Present
JPMorgan Chase & Co. February 2013 - September 2015
Ziegler June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Education
The Ohio State University 2009 — 2012
Bachelor of Science in Business Administration, Economics in Business
Michael A. Conti's Ziegler Experience June 2012 - August 2012
Job Senior Consultant at Ernst & Young
Industry Management Consulting
Experience
EY September 2015 - Present
EY July 2013 - September 2015
Wisconsin Consulting May 2012 - May 2013
Ziegler June 2012 - August 2012
Skills
Economics, Management Consulting, Microsoft Excel, Human Resources, Financial Analysis, Valuation, Strategic Planning, Business Analysis, Strategy, Statistics, Succession Planning, Talent Management, Business Strategy, ADP Payroll, Project Management, Internal Audit, HRIS
Education
University of Wisconsin-Madison 2009 — 2013
BS, Psychology, Business
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Business
EY September 2015 - Present
EY July 2013 - September 2015
Wisconsin Consulting May 2012 - May 2013
Ziegler June 2012 - August 2012
Skills
Economics, Management Consulting, Microsoft Excel, Human Resources, Financial Analysis, Valuation, Strategic Planning, Business Analysis, Strategy, Statistics, Succession Planning, Talent Management, Business Strategy, ADP Payroll, Project Management, Internal Audit, HRIS
Education
University of Wisconsin-Madison 2009 — 2013
BS, Psychology, Business
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Business
Chris Doughty, CFP®, CRPC® Chris Doughty, CFP®, CRPC®'s Ziegler Experience 1998 - December 2006
Job President at Gentian Financial, Inc.
Industry Financial Services
Experience
Gentian Financial, Inc. January 2015 - Present
Globall Giving 2012 - Present
Alliance Wealth Management, Inc. December 2006 - December 2014
Ziegler 1998 - December 2006
Cleary Gull Advisors, Inc. 1996 - 1998
Morgan Stanley 1994 - 1996
Skills
Investments, Portfolio Management, Financial Analysis, Business Strategy, Equities, Valuation, Financial Modeling, Asset Management, Due Diligence, Capital Markets, Strategic Financial..., Risk Management, Strategic Planning, Private Equity, Mergers & Acquisitions, Corporate Finance, Asset Allocation
Education
University of Iowa
Business
University of Northern Iowa
Economics
Gentian Financial, Inc. January 2015 - Present
Globall Giving 2012 - Present
Alliance Wealth Management, Inc. December 2006 - December 2014
Ziegler 1998 - December 2006
Cleary Gull Advisors, Inc. 1996 - 1998
Morgan Stanley 1994 - 1996
Skills
Investments, Portfolio Management, Financial Analysis, Business Strategy, Equities, Valuation, Financial Modeling, Asset Management, Due Diligence, Capital Markets, Strategic Financial..., Risk Management, Strategic Planning, Private Equity, Mergers & Acquisitions, Corporate Finance, Asset Allocation
Education
University of Iowa
Business
University of Northern Iowa
Economics
Reanae Seth's Ziegler Experience April 2015 - Present
Job Analyst, Senior Living
Industry Investment Banking
Experience
Ziegler April 2015 - Present
Ziegler April 2015 - Present
Greystone Communities December 2012 - March 2015
Greystone Communities October 2009 - November 2012
KPMG LLP June 2008 - October 2009
KPMG LLP September 2006 - June 2008
HBK Investments June 2004 - December 2005
Skills
Accounting, GAAP, Auditing, Budgets, PeopleSoft, Microsoft Excel, Finance, Microsoft Office, Data Conversion, Real Estate, Management, Workshop Facilitation, Recruiting, JD Edwards, Training, Internal Controls, Corporate Finance, Account Reconciliation, Leadership, Financial Analysis, Strategic Planning
Education
Southern Methodist University 2002 — 2006
BS, Accounting
Ziegler April 2015 - Present
Ziegler April 2015 - Present
Greystone Communities December 2012 - March 2015
Greystone Communities October 2009 - November 2012
KPMG LLP June 2008 - October 2009
KPMG LLP September 2006 - June 2008
HBK Investments June 2004 - December 2005
Skills
Accounting, GAAP, Auditing, Budgets, PeopleSoft, Microsoft Excel, Finance, Microsoft Office, Data Conversion, Real Estate, Management, Workshop Facilitation, Recruiting, JD Edwards, Training, Internal Controls, Corporate Finance, Account Reconciliation, Leadership, Financial Analysis, Strategic Planning
Education
Southern Methodist University 2002 — 2006
BS, Accounting
Vanessa Lin McGraw's Ziegler Experience May 2012 - August 2012
Job Private Bank Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
Ziegler May 2012 - August 2012
Illinois Finance Authority June 2011 - September 2011
Education
Tufts University 2010 — 2014
Bachelor of Arts, Quantitative Economics
Zhejiang University 2012 — 2012
Chinese Language and Culture
Naperville Central High School (NCHS) 2006 — 2010
J.P. Morgan June 2013 - Present
Ziegler May 2012 - August 2012
Illinois Finance Authority June 2011 - September 2011
Education
Tufts University 2010 — 2014
Bachelor of Arts, Quantitative Economics
Zhejiang University 2012 — 2012
Chinese Language and Culture
Naperville Central High School (NCHS) 2006 — 2010
Shannon Morfin Shannon Morfin's Ziegler Experience November 2007 - October 2010
Job Vice President at Link Capital
Industry Hospital & Health Care
Experience
Link Capital April 2015 - Present
Health Care REIT January 2015 - Present
Health Care REIT November 2013 - Present
Ventas, Inc. November 2010 - October 2013
Ziegler November 2007 - October 2010
Bank of America May 2006 - November 2007
Vector Marketing May 2005 - May 2006
Skills
Asset Management, Financial Modeling, Real Estate Economics, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Real Estate, Finance, Investments, Credit Analysis, Underwriting, Private Equity, Portfolio Management, Management, Mergers & Acquisitions
Education
St. Mary's of Notre Dame 2002 — 2006
Finance and Math
Universidad de Granada 2005 — 2005
Link Capital April 2015 - Present
Health Care REIT January 2015 - Present
Health Care REIT November 2013 - Present
Ventas, Inc. November 2010 - October 2013
Ziegler November 2007 - October 2010
Bank of America May 2006 - November 2007
Vector Marketing May 2005 - May 2006
Skills
Asset Management, Financial Modeling, Real Estate Economics, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Real Estate, Finance, Investments, Credit Analysis, Underwriting, Private Equity, Portfolio Management, Management, Mergers & Acquisitions
Education
St. Mary's of Notre Dame 2002 — 2006
Finance and Math
Universidad de Granada 2005 — 2005
Angelena Stanley Angelena Stanley's Ziegler Experience March 2013 - April 2014
Job Executive Assistant at EY
Industry Investment Banking
Experience
EY April 2014 - Present
Ziegler March 2013 - April 2014
SITE Personnel December 2012 - March 2013
Houlihan Lokey December 2007 - January 2012
THE NORTHERN TRUST COMPANY January 2001 - December 2007
BMO Harris Bank January 1998 - January 2001
Bank of America July 1997 - December 1997
Bank of America July 1996 - July 1997
Skills
Outlook, PowerPoint, Excel, Word, Telephone Skills, Conferences, Microsoft Office, Investment Banking, Scheduling, Event Planning, Billing, Event Management, Research, Problem Solving, Writing, Inventory Management, Lotus Notes, Visio, Adobe Acrobat, Kronos Timekeeping, Microsoft Excel, Process Scheduler, Invoicing, Microsoft Office 2007
Education
Roosevelt University 2000 — 2001
Some College, Computer Science
Robert Morris University - Illinois 1997 — 1998
Diploma, Business Administration
EY April 2014 - Present
Ziegler March 2013 - April 2014
SITE Personnel December 2012 - March 2013
Houlihan Lokey December 2007 - January 2012
THE NORTHERN TRUST COMPANY January 2001 - December 2007
BMO Harris Bank January 1998 - January 2001
Bank of America July 1997 - December 1997
Bank of America July 1996 - July 1997
Skills
Outlook, PowerPoint, Excel, Word, Telephone Skills, Conferences, Microsoft Office, Investment Banking, Scheduling, Event Planning, Billing, Event Management, Research, Problem Solving, Writing, Inventory Management, Lotus Notes, Visio, Adobe Acrobat, Kronos Timekeeping, Microsoft Excel, Process Scheduler, Invoicing, Microsoft Office 2007
Education
Roosevelt University 2000 — 2001
Some College, Computer Science
Robert Morris University - Illinois 1997 — 1998
Diploma, Business Administration
Richard Crowe Richard Crowe's Ziegler Experience January 2013 - February 2014
Job Dealer Relationship Manager
Industry Marketing and Advertising
Experience
Automotive Credit Corporation March 2014 - Present
Ziegler January 2013 - February 2014
Autobarn Nissan 2011 - 2012
Zurich 2008 - 2011
CPS Marketing, Inc. 1999 - 2008
David Lewis & Associates 1998 - 1999
Skills
Underwriting, Business Strategy, Sales Management, Credit, Loans, Insurance, Finance, Dealers, New Business Development, Retail, Advertising, Coaching, Sales, Selling, Marketing Strategy, Management, Marketing, Cold Calling, Customer Service, Human Resources, Business Planning, Customer Retention, Relationship Management, Training, Sales Process, Customer Satisfaction, Automobile, Negotiation, Profit, Account Management, Forecasting, Competitive Analysis, Selling Skills, Sales Operations
Education
Triton College
Associate of Science, Marketing
Automotive Credit Corporation March 2014 - Present
Ziegler January 2013 - February 2014
Autobarn Nissan 2011 - 2012
Zurich 2008 - 2011
CPS Marketing, Inc. 1999 - 2008
David Lewis & Associates 1998 - 1999
Skills
Underwriting, Business Strategy, Sales Management, Credit, Loans, Insurance, Finance, Dealers, New Business Development, Retail, Advertising, Coaching, Sales, Selling, Marketing Strategy, Management, Marketing, Cold Calling, Customer Service, Human Resources, Business Planning, Customer Retention, Relationship Management, Training, Sales Process, Customer Satisfaction, Automobile, Negotiation, Profit, Account Management, Forecasting, Competitive Analysis, Selling Skills, Sales Operations
Education
Triton College
Associate of Science, Marketing
Theodore Van Gorden Theodore Van Gorden's Ziegler Experience January 2015 - Present
Job Corporate Finance and FHA/HUD Analyst at Ziegler
Industry Investment Banking
Experience
Ziegler January 2015 - Present
Brady Corporation June 2012 - December 2014
Enterprise Fleet Management May 2010 - July 2010
Veritas Wine Bar July 2007 - August 2009
Skills
German, Market Research, Microsoft Excel, Analysis, Microsoft Office, SAP, Forecasting, Finance, Managerial Finance, Financial Analysis
Education
University of Wisconsin-Madison 2008 — 2012
Bachelor of Business Administration, Finance, Investment, and Banking
Albert-Ludwigs-Universität Freiburg im Breisgau 2011 — 2011
German, Environmental Economics
Ziegler January 2015 - Present
Brady Corporation June 2012 - December 2014
Enterprise Fleet Management May 2010 - July 2010
Veritas Wine Bar July 2007 - August 2009
Skills
German, Market Research, Microsoft Excel, Analysis, Microsoft Office, SAP, Forecasting, Finance, Managerial Finance, Financial Analysis
Education
University of Wisconsin-Madison 2008 — 2012
Bachelor of Business Administration, Finance, Investment, and Banking
Albert-Ludwigs-Universität Freiburg im Breisgau 2011 — 2011
German, Environmental Economics
Louis Portnoy Louis Portnoy's Ziegler Experience September 2012 - Present
Job Senior Vice President/ Branch Manager at Ziegler
Industry Financial Services
Experience
Ziegler September 2012 - Present
RBC Wealth Management July 2008 - August 2012
Oppenheimer & Co. May 1994 - July 2008
Kidder Peabody August 1992 - July 1994
Bear Stearns March 1988 - August 1992
Lehman Brothers August 1982 - March 1988
Education
University of Illinois at Chicago 1973 — 1975
Bachelor of Science (BS), Finance, General
University of Washington 1971 — 1973
Ziegler September 2012 - Present
RBC Wealth Management July 2008 - August 2012
Oppenheimer & Co. May 1994 - July 2008
Kidder Peabody August 1992 - July 1994
Bear Stearns March 1988 - August 1992
Lehman Brothers August 1982 - March 1988
Education
University of Illinois at Chicago 1973 — 1975
Bachelor of Science (BS), Finance, General
University of Washington 1971 — 1973
Justin Hinshaw's Ziegler Experience June 2015 - Present
Job Student at University of North Carolina Chapel Hill
Industry Financial Services
Experience
Ziegler June 2015 - Present
Chicago Quantitative Alliance June 2014 - Present
Business Professionals of America October 2012 - May 2013
Quantitative Services Group May 2012 - August 2012
Skills
Proficient with Windows..., Team Leadership, Financial Markets, Differential Equations, Probability Theory
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2017
Bachelor's Degree, Business Administration
Lyons Township High School 2009 — 2013
Graduated with a 4.90 GPA, Top 5% in class
Ziegler June 2015 - Present
Chicago Quantitative Alliance June 2014 - Present
Business Professionals of America October 2012 - May 2013
Quantitative Services Group May 2012 - August 2012
Skills
Proficient with Windows..., Team Leadership, Financial Markets, Differential Equations, Probability Theory
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2017
Bachelor's Degree, Business Administration
Lyons Township High School 2009 — 2013
Graduated with a 4.90 GPA, Top 5% in class
David P. Wickert David P. Wickert's Ziegler Experience November 2013 - October 2014
Job I help Millennials finance their first home | Mortgage Consultant at Accunet Mortgage NMLS ID# 328847
Industry Financial Services
Experience
Accunet Mortgage LLC June 2015 - Present
The MilwauKeys May 2014 - Present
Wealthcare LLC October 2014 - June 2015
Ziegler November 2013 - October 2014
Augustine Financial June 2012 - September 2013
Education
University of Minnesota-Twin Cities 2007 — 2011
BA, Strategic Communications
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.)
Accunet Mortgage LLC June 2015 - Present
The MilwauKeys May 2014 - Present
Wealthcare LLC October 2014 - June 2015
Ziegler November 2013 - October 2014
Augustine Financial June 2012 - September 2013
Education
University of Minnesota-Twin Cities 2007 — 2011
BA, Strategic Communications
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.)
Timothy Sheehan's Ziegler Experience 1995 - 1998
Job SVP at BPV Capital Management
Industry Investment Management
Experience
BPV Capital Management April 2015 - Present
Cain Brothers Asset Management January 2014 - March 2015
Cain Brothers September 1998 - March 2015
Cain Brothers Asset Management 2009 - December 2013
Ziegler 1995 - 1998
Banc of America Securities 1993 - 1995
Continental Bank 1985 - 1993
Skills
Asset Management, Investments, Investment Strategies, Equities, Fixed Income, Alternative Investments, Investment Banking, Financial Structuring, Capital Markets, Due Diligence, Financial Modeling, Hedge Funds, Investment Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance and Investments
University of Illinois at Urbana-Champaign 1979 — 1980
MS, Agricultural Economics
University of Kentucky 1975 — 1979
BS, Agricultural Economics
BPV Capital Management April 2015 - Present
Cain Brothers Asset Management January 2014 - March 2015
Cain Brothers September 1998 - March 2015
Cain Brothers Asset Management 2009 - December 2013
Ziegler 1995 - 1998
Banc of America Securities 1993 - 1995
Continental Bank 1985 - 1993
Skills
Asset Management, Investments, Investment Strategies, Equities, Fixed Income, Alternative Investments, Investment Banking, Financial Structuring, Capital Markets, Due Diligence, Financial Modeling, Hedge Funds, Investment Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance and Investments
University of Illinois at Urbana-Champaign 1979 — 1980
MS, Agricultural Economics
University of Kentucky 1975 — 1979
BS, Agricultural Economics
Akhil Akula Akhil Akula's Ziegler Experience April 2013 - December 2014
Job Investment Banking Analyst at MTS Health Partners
Industry Investment Banking
Experience
MTS Health Partners, L.P. December 2014 - Present
Ziegler April 2013 - December 2014
Grant Thornton LLP November 2012 - April 2013
Deutsche Bank June 2012 - August 2012
SunTrust Robinson Humphrey May 2011 - July 2011
Optimal Solutions Technology July 2010 - August 2010
Walter Reid Army Institute Of Research June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Microsoft Excel, Research, Social Media, Access, Mergers & Acquisitions, PowerPoint, Bloomberg Terminal, Microsoft Office, Microsoft Word, Public Speaking, Valuation Modeling, DCF Valuation, LBO, Comparable Analysis, Due Diligence, Capital Raising, Capital IQ, ThomsonOne, Healthcare Industry, Credit Risk, Valuation, Investment Banking
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor's Degree, Business Administration, Finance, Pre-Med
Flint Hill School 2004 — 2008
MTS Health Partners, L.P. December 2014 - Present
Ziegler April 2013 - December 2014
Grant Thornton LLP November 2012 - April 2013
Deutsche Bank June 2012 - August 2012
SunTrust Robinson Humphrey May 2011 - July 2011
Optimal Solutions Technology July 2010 - August 2010
Walter Reid Army Institute Of Research June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Microsoft Excel, Research, Social Media, Access, Mergers & Acquisitions, PowerPoint, Bloomberg Terminal, Microsoft Office, Microsoft Word, Public Speaking, Valuation Modeling, DCF Valuation, LBO, Comparable Analysis, Due Diligence, Capital Raising, Capital IQ, ThomsonOne, Healthcare Industry, Credit Risk, Valuation, Investment Banking
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor's Degree, Business Administration, Finance, Pre-Med
Flint Hill School 2004 — 2008
Vincent Tirri Vincent Tirri's Ziegler Experience October 2015 - Present
Job Investment Banking Associate at Ziegler
Industry Investment Banking
Experience
Ziegler October 2015 - Present
Ziegler July 2014 - Present
CHILDS Advisory Partners July 2012 - July 2014
Reznick Group January 2011 - May 2011
Raymond James Financial Inc. June 2010 - December 2010
Merrill Lynch April 2009 - July 2009
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Finance, Capital Markets, Due Diligence, DCF, Microsoft Excel, Investments, Accounting, Financial Statement..., Bloomberg, Equities, PowerPoint, Mergers & Acquisitions, Leveraged Finance, Healthcare, M&A experience, Tax Accounting, Private Equity, Corporate Finance
Education
University of Georgia - Terry College of Business 2011 — 2012
Master of Accountancy (MAcc)
University of Georgia - Terry College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Ziegler October 2015 - Present
Ziegler July 2014 - Present
CHILDS Advisory Partners July 2012 - July 2014
Reznick Group January 2011 - May 2011
Raymond James Financial Inc. June 2010 - December 2010
Merrill Lynch April 2009 - July 2009
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Finance, Capital Markets, Due Diligence, DCF, Microsoft Excel, Investments, Accounting, Financial Statement..., Bloomberg, Equities, PowerPoint, Mergers & Acquisitions, Leveraged Finance, Healthcare, M&A experience, Tax Accounting, Private Equity, Corporate Finance
Education
University of Georgia - Terry College of Business 2011 — 2012
Master of Accountancy (MAcc)
University of Georgia - Terry College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Brent Bayes's Ziegler Experience 2002 - 2005
Job Director of Sales and Marketing at Asbury Methodist Village
Industry Hospital & Health Care
Experience
Asbury Methodist Village September 2012 - Present
ACTS Retirement-Life Communities, Inc. November 2011 - September 2012
Kedney Marketing Services May 2010 - December 2011
Third Age, Inc. July 2008 - May 2010
Shell Point Retirement Community November 2002 - July 2008
Ziegler 2002 - 2005
Education
University of South Florida - College of Business Administration 1994 — 1995
Masters, Accounting
University of Florida 1989 — 1994
BS, Finance
Asbury Methodist Village September 2012 - Present
ACTS Retirement-Life Communities, Inc. November 2011 - September 2012
Kedney Marketing Services May 2010 - December 2011
Third Age, Inc. July 2008 - May 2010
Shell Point Retirement Community November 2002 - July 2008
Ziegler 2002 - 2005
Education
University of South Florida - College of Business Administration 1994 — 1995
Masters, Accounting
University of Florida 1989 — 1994
BS, Finance
Brian Rath, CFA's Ziegler Experience 2010 - 2014
Job Equity Analyst at Walthausen & Co
Industry Investment Management
Experience
Walthausen & Co 2014 - Present
Ziegler 2010 - 2014
Churchill Capital 2008 - 2010
Education
State University of New York at Albany
B.S. Financial Analysis and B.S. with Honors Economics
Walthausen & Co 2014 - Present
Ziegler 2010 - 2014
Churchill Capital 2008 - 2010
Education
State University of New York at Albany
B.S. Financial Analysis and B.S. with Honors Economics
Eric Needham's Ziegler Experience Investment RepresentativeEdward JonesMay 2006 - March 2007
Job Financial Advisor at Ziegler
Industry Financial Services
Experience
Ziegler Investment RepresentativeEdward JonesMay 2006 - March 2007
Education
University of Northern Colorado 2002 — 2006
Ziegler Investment RepresentativeEdward JonesMay 2006 - March 2007
Education
University of Northern Colorado 2002 — 2006
Marcus Hamacher, CFA, CAIA's Ziegler Experience 2008 - Present
Job Ziegler
Industry Investment Banking
Experience
Ziegler 2008 - Present
Banc of America Securities 2004 - 2007
Accenture 2000 - 2004
Skills
Financial Structuring, Private Equity, Loan Origination, Capital Markets, Series 7, Due Diligence, Investments, Asset Management, Mergers & Acquisitions, Financial Modeling, Structured Finance, Investment Banking, Fixed Income, Finance, Equities, Valuation, Credit Analysis, Financial Analysis, Banking, Securities, Bonds, Financial Services, Competitive Analysis, Acquisitions, Financial Reporting, Corporate Finance, Venture Capital, Investment Management, Trading, Alternative Investments, Credit, Investment Strategies, Private Placements, Strategy, Derivatives, Financial Markets, Asset Allocation, Hedge Funds, Real Estate, Loans
Education
The University of Chicago - Booth School of Business
MBA, Finance, Accounting and Strategy
Washington University in St. Louis
BA, Mathematics
Ziegler 2008 - Present
Banc of America Securities 2004 - 2007
Accenture 2000 - 2004
Skills
Financial Structuring, Private Equity, Loan Origination, Capital Markets, Series 7, Due Diligence, Investments, Asset Management, Mergers & Acquisitions, Financial Modeling, Structured Finance, Investment Banking, Fixed Income, Finance, Equities, Valuation, Credit Analysis, Financial Analysis, Banking, Securities, Bonds, Financial Services, Competitive Analysis, Acquisitions, Financial Reporting, Corporate Finance, Venture Capital, Investment Management, Trading, Alternative Investments, Credit, Investment Strategies, Private Placements, Strategy, Derivatives, Financial Markets, Asset Allocation, Hedge Funds, Real Estate, Loans
Education
The University of Chicago - Booth School of Business
MBA, Finance, Accounting and Strategy
Washington University in St. Louis
BA, Mathematics
Jeremy Frankel's Ziegler Experience May 2013 - Present
Job Senior Vice President at Ziegler
Industry Investment Banking
Experience
Ziegler May 2013 - Present
Walker & Dunlop September 2012 - April 2013
Ziegler 2007 - 2011
Arbor Commercial Mortgage 2005 - 2007
Wachovia Multifamily Capital 2003 - 2005
Red Capital Group (Formerly Banc One Capital Funding Corporation) 1998 - 2002
Skills
Portfolio Management, Analysis, Mortgage Lending, Loans, Nonprofits, Valuation, Process Improvement, Capital Markets, Due Diligence, Mortgage Banking, Financial Modeling, Asset Management, Private Equity, Real Estate Financing, Investments, Banking, Risk Management, Negotiation, Real Estate Economics, Financial Analysis, Disposition, Real Estate Development, Real Estate, Mergers & Acquisitions, Credit Analysis, Underwriting, Credit, Loan Origination
Education
University of Maryland College Park 1994 — 1998
Bachelor of Science, Finance and International Business
Ziegler May 2013 - Present
Walker & Dunlop September 2012 - April 2013
Ziegler 2007 - 2011
Arbor Commercial Mortgage 2005 - 2007
Wachovia Multifamily Capital 2003 - 2005
Red Capital Group (Formerly Banc One Capital Funding Corporation) 1998 - 2002
Skills
Portfolio Management, Analysis, Mortgage Lending, Loans, Nonprofits, Valuation, Process Improvement, Capital Markets, Due Diligence, Mortgage Banking, Financial Modeling, Asset Management, Private Equity, Real Estate Financing, Investments, Banking, Risk Management, Negotiation, Real Estate Economics, Financial Analysis, Disposition, Real Estate Development, Real Estate, Mergers & Acquisitions, Credit Analysis, Underwriting, Credit, Loan Origination
Education
University of Maryland College Park 1994 — 1998
Bachelor of Science, Finance and International Business
Chris Hendrickson's Ziegler Experience March 2012 - Present
Job at
Industry Investment Banking
Experience
Ziegler March 2012 - Present
Lazard 2008 - March 2012
Ovations 2003 - 2008
UnitedHealth Group 2003 - 2008
RBC Capital Markets 1999 - 2002
Dain Rauscher Wessels 1999 - 2002
RBC Capital Markets, San Francisco 1999 - 2001
Education
University of Michigan 1997 — 1999
MBA
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance
University of St. Thomas 1986 — 1999
BA, Accounting
Ziegler March 2012 - Present
Lazard 2008 - March 2012
Ovations 2003 - 2008
UnitedHealth Group 2003 - 2008
RBC Capital Markets 1999 - 2002
Dain Rauscher Wessels 1999 - 2002
RBC Capital Markets, San Francisco 1999 - 2001
Education
University of Michigan 1997 — 1999
MBA
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance
University of St. Thomas 1986 — 1999
BA, Accounting
Chuck Stafford's Ziegler Experience August 2011 - Present
Job Director, Healthcare Investment Banking at Ziegler
Industry Hospital & Health Care
Experience
Ziegler August 2011 - Present
QHR January 2009 - July 2011
J.P. Morgan Securities Inc. 2000 - 2008
Skills
Investment Banking, Capital Markets, Finance, Hospitals, Healthcare, Financial Risk..., New Business Development, Municipal Bonds, Derivatives, Financial Modeling
Education
The Wharton School, University of Pennsylvania
MBA, Finance
University of North Carolina at Chapel Hill
BA, Economics
Ziegler August 2011 - Present
QHR January 2009 - July 2011
J.P. Morgan Securities Inc. 2000 - 2008
Skills
Investment Banking, Capital Markets, Finance, Hospitals, Healthcare, Financial Risk..., New Business Development, Municipal Bonds, Derivatives, Financial Modeling
Education
The Wharton School, University of Pennsylvania
MBA, Finance
University of North Carolina at Chapel Hill
BA, Economics
David Berman's Ziegler Experience July 2012 - December 2013
Job Healthcare Executive | Investor | Corporate Strategy | Accountable Care
Industry Hospital & Health Care
Experience
US Medical Management January 2015 - Present
US Medical Management January 2014 - Present
Ziegler July 2012 - December 2013
JP Morgan July 2009 - June 2012
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Series 7, Series 66, Management, Investment Banking, Finance, Medicare, Corporate Finance, Strategic Planning
Education
University of Maryland College Park 2005 — 2009
B.S., Finance
US Medical Management January 2015 - Present
US Medical Management January 2014 - Present
Ziegler July 2012 - December 2013
JP Morgan July 2009 - June 2012
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Series 7, Series 66, Management, Investment Banking, Finance, Medicare, Corporate Finance, Strategic Planning
Education
University of Maryland College Park 2005 — 2009
B.S., Finance
Jeffrey Lohaus's Ziegler Experience May 2010 - June 2011
Job Principal at Lohaus Law, LLC
Industry Law Practice
Experience
Lohaus Law, LLC January 2012 - Present
Wealth Concepts, LLC June 2011 - December 2011
Ziegler May 2010 - June 2011
Jackson National Life August 2008 - May 2010
Skills
Estate Planning, Wealth, Tax, Retirement Planning, Wealth Management
Education
University of Colorado School of Law 2004 — 2007
Juris Doctor, Law
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science, Finance and Economics
Lohaus Law, LLC January 2012 - Present
Wealth Concepts, LLC June 2011 - December 2011
Ziegler May 2010 - June 2011
Jackson National Life August 2008 - May 2010
Skills
Estate Planning, Wealth, Tax, Retirement Planning, Wealth Management
Education
University of Colorado School of Law 2004 — 2007
Juris Doctor, Law
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science, Finance and Economics
Brent Skilton's Ziegler Experience November 2004 - July 2005
Job Portfolio Manager at BPV Capital Management
Industry Financial Services
Experience
BPV Capital Management - Back Porch Vista January 2013 - Present
CME Group May 2011 - December 2012
K2 Advisors October 2010 - May 2011
Lotsoff Capital Management August 2005 - May 2009
Ziegler November 2004 - July 2005
Skills
Quantitative Finance, Hedge Funds, Fixed Income, Options, Portfolio Management, Investments, FX Options, Interest Rate..., Risk Management, Trading, Financial Modeling
Education
The University of Chicago 2008 — 2010
MS, Financial Mathematics
University of Central Florida 2001 — 2004
BS, Finance
BPV Capital Management - Back Porch Vista January 2013 - Present
CME Group May 2011 - December 2012
K2 Advisors October 2010 - May 2011
Lotsoff Capital Management August 2005 - May 2009
Ziegler November 2004 - July 2005
Skills
Quantitative Finance, Hedge Funds, Fixed Income, Options, Portfolio Management, Investments, FX Options, Interest Rate..., Risk Management, Trading, Financial Modeling
Education
The University of Chicago 2008 — 2010
MS, Financial Mathematics
University of Central Florida 2001 — 2004
BS, Finance
Tierney Rowan's Ziegler Experience February 2011 - January 2015
Job Assistant Event Designer at Design Foundry
Industry Events Services
Experience
Design Foundry Events January 2015 - Present
Neiman Marcus December 2012 - Present
Ziegler February 2011 - January 2015
Carr Workplaces July 2010 - February 2011
Skills
Microsoft Excel, Research, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Mississippi 2006 — 2010
Bachelor of Arts (B.A.), Journalism
Connelly School of the Holy Child
Design Foundry Events January 2015 - Present
Neiman Marcus December 2012 - Present
Ziegler February 2011 - January 2015
Carr Workplaces July 2010 - February 2011
Skills
Microsoft Excel, Research, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Mississippi 2006 — 2010
Bachelor of Arts (B.A.), Journalism
Connelly School of the Holy Child
Tim Baumgartner's Ziegler Experience May 2007 - January 2008
Job Analytics Manager at Laughlin Constable
Industry Information Technology and Services
Experience
Laughlin Constable February 2012 - Present
FIS (formerly Metavante) January 2009 - February 2012
Metavante January 2009 - December 2009
Rapid Air Systems, LLC June 2008 - September 2008
Ziegler May 2007 - January 2008
Skills
CRM, Marketing Strategy, Advertising, Competitive Analysis, Digital Marketing, Marketing, Microsoft Office, Customer Service, Website Development, Dreamweaver, Integrated Marketing, Email Marketing, Marketing Communications, CMS, Google Analytics, Google Adwords, SharePoint, Google Webmaster Tools, Adobe Analytics, ROI Strategies, Data Analysis, Digital Strategy
Education
University of Notre Dame
Bachelors, Marketing
Marquette University High School
Laughlin Constable February 2012 - Present
FIS (formerly Metavante) January 2009 - February 2012
Metavante January 2009 - December 2009
Rapid Air Systems, LLC June 2008 - September 2008
Ziegler May 2007 - January 2008
Skills
CRM, Marketing Strategy, Advertising, Competitive Analysis, Digital Marketing, Marketing, Microsoft Office, Customer Service, Website Development, Dreamweaver, Integrated Marketing, Email Marketing, Marketing Communications, CMS, Google Analytics, Google Adwords, SharePoint, Google Webmaster Tools, Adobe Analytics, ROI Strategies, Data Analysis, Digital Strategy
Education
University of Notre Dame
Bachelors, Marketing
Marquette University High School
Brian Castiglioni's Ziegler Experience September 2014 - May 2015
Job Healthcare Investment Banking Associate at Jefferies
Industry Investment Banking
Experience
Jefferies May 2015 - Present
Ziegler September 2014 - May 2015
Citi August 2013 - August 2014
Citi September 2011 - July 2013
Jefferies & Company July 2010 - September 2011
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Bear Stearns February 2008 - May 2008
Skills
Public Finance, Microsoft Excel, Financial Modeling, Mergers & Acquisitions, Investment Banking, Acquisitions, Mergers, Fixed Income, Debt Restructuring, Debt Management, Financial Structuring, Request for Proposals, Company Presentations, Document Review, Credit Rating
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
BS, Finance and Management
The Hong Kong University of Science and Technology 2008 — 2008
Study Abroad - Fall 2008, Finance and Management
Jefferies May 2015 - Present
Ziegler September 2014 - May 2015
Citi August 2013 - August 2014
Citi September 2011 - July 2013
Jefferies & Company July 2010 - September 2011
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Bear Stearns February 2008 - May 2008
Skills
Public Finance, Microsoft Excel, Financial Modeling, Mergers & Acquisitions, Investment Banking, Acquisitions, Mergers, Fixed Income, Debt Restructuring, Debt Management, Financial Structuring, Request for Proposals, Company Presentations, Document Review, Credit Rating
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
BS, Finance and Management
The Hong Kong University of Science and Technology 2008 — 2008
Study Abroad - Fall 2008, Finance and Management
Eric Needham's Ziegler Experience April 2007 - April 2008
Job Regional Sales Associate at Guggenheim Funds
Industry Financial Services
Experience
Guggenheim Funds Distributors, Inc February 2010 - Present
Old Mutual Investment Group April 2008 - July 2009
Ziegler April 2007 - April 2008
Education
University of Northern Colorado 2002 — 2006
BA, Finance
University of Denver
MBA, Finance
Guggenheim Funds Distributors, Inc February 2010 - Present
Old Mutual Investment Group April 2008 - July 2009
Ziegler April 2007 - April 2008
Education
University of Northern Colorado 2002 — 2006
BA, Finance
University of Denver
MBA, Finance
Bonnie Siegal's Ziegler Experience 2001 - 2004
Job Managing Director at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. April 2007 - Present
Ryan Beck & Co. 2005 - 2007
Legg Mason 2004 - 2005
Ziegler 2001 - 2004
Alex Brown 1995 - 1997
Donaldson, Lufkin & Jenrette 1990 - 1995
Bear Stearns 1982 - 1985
Education
Temple University 1980 — 1982
MBA, Healthcare Administration
University of Pennsylvania 1975 — 1978
BA
University of Pennsylvania 1975 — 1978
Bachelor’s Degree
Oppenheimer & Co. April 2007 - Present
Ryan Beck & Co. 2005 - 2007
Legg Mason 2004 - 2005
Ziegler 2001 - 2004
Alex Brown 1995 - 1997
Donaldson, Lufkin & Jenrette 1990 - 1995
Bear Stearns 1982 - 1985
Education
Temple University 1980 — 1982
MBA, Healthcare Administration
University of Pennsylvania 1975 — 1978
BA
University of Pennsylvania 1975 — 1978
Bachelor’s Degree
Kyle Ansley's Ziegler Experience June 2014 - August 2014
Job Wealth Management Intern at Ziegler
Industry Financial Services
Experience
Ziegler June 2014 - August 2014
Northwestern Mutual January 2013 - June 2013
Skills
Retirement Planning, Investments, Microsoft Excel, Time Management, Finance
Education
University of Cincinnati College of Business
Bachelor of Business Administration (B.B.A.), Finance, Operations Management
Ziegler June 2014 - August 2014
Northwestern Mutual January 2013 - June 2013
Skills
Retirement Planning, Investments, Microsoft Excel, Time Management, Finance
Education
University of Cincinnati College of Business
Bachelor of Business Administration (B.B.A.), Finance, Operations Management