Ziegler Capital Markets
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Ziegler Capital Markets Employees
San Diego Paddle Yoga January 2014 - Present
Spirit Yoga May 2013 - Present
Bird Rock Yoga August 2011 - Present
CRI January 2008 - February 2014
Ziegler Capital Markets 2003 - 2007
I.C.S. Associates November 1997 - July 2003
Baltimore Orioles May 1999 - August 1999
Skills
Event Planning, Marketing, Advertising, Event Management, Business Development, Sales, Training, Management, Account Management, Budgets, Strategy, Research, Public Speaking
Education
Bird Rock Yoga Teacher Training Program 2011 — 2011
RYT 200, Yoga Instruction
Towson University 1996 — 2000
BS, Mass Communications
Intel Corporation October 2013 - Present
Microsoft 2009 - September 2013
Ziegler Capital Markets 2008 - 2009
Intel Corporation 1999 - 2008
Intel Corporation 1995 - 1999
Price Waterhouse 1992 - 1995
Skills
Virtualization, PaaS, Cloud Computing, Business Strategy, SaaS, Start-ups, Go-to-market Strategy, Business Development, Strategy, Competitive Analysis, Market Share Analysis, Cross-functional Team..., Business Intelligence, Enterprise Software, Strategic Partnerships, Financial Modeling, Program Management, Management, Outsourcing, Business Alliances, Product Management, Mergers & Acquisitions, Vendor Management, Venture Capital, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 1987 — 1992
Business, Accounting
Freddie Mac July 2014 - Present
Freddie Mac August 2013 - July 2014
Freddie Mac January 2013 - August 2013
Freddie Mac June 2012 - January 2013
Ziegler Capital Markets June 2011 - August 2011
Beta Capital Management, L.P. June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Financial Analysis, Credit Analysis, Financial Markets, Investment Banking, Oracle SQL, PeopleSoft Financial
Education
Georgetown University - The McDonough School of Business
Bachelor of Science in Business Administration, Finance
Belen Jesuit Preparatory 2004 — 2008
High School Degree
Benchmark Assisted Living February 2010 - Present
Ziegler Capital Markets April 2008 - February 2010
Sovereign Bank 2000 - 2008
Skills
Real Estate Investment, Real Estate Finance, Equity Valuation, Real Estate Economics, Investment Properties, Real Estate, Acquisitions, Finance, Mergers & Acquisitions, Debt Restructuring, Affordable Housing, Retirement Homes, Portfolio Management, Commercial Real Estate, Real Estate Transactions, Loans, Financial Structuring, Real Estate Development, Due Diligence, Real Estate Financing, Venture Capital
Education
Providence College 1988 — 1992
Bachelor of Science, Accounting
Chase July 2015 - Present
Chase October 2012 - June 2015
Bradley University August 2012 - December 2014
PNC September 2011 - September 2012
Fifth Third Bank September 2008 - September 2011
Aurora University January 2011 - May 2011
First Bank and Trust Company of Illinois November 2007 - September 2008
GMAC RESCAP April 2002 - November 2007
Ziegler Capital Markets March 2001 - April 2002
Arthur Andersen 1999 - 2001
Skills
Finance, Financial Analysis, Banking, Financial Modeling, Valuation, Credit, Due Diligence, Teaching, Credit Analysis, Investments, Loans, Financial Reporting, New Business Development, Microsoft Excel, Cash Management, Structured Finance, Process Improvement, Leadership, Team Building, Asset Management, Capital Markets, Accounting, Real Estate, Business Development, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2007
MBA, With Distinction
Bradley University 1995 — 1999
Bachelor of Science - Finance, Summa Cum Laude
Saint Bede Academy 1991 — 1995
NewOak Capital September 2014 - Present
Axios Advisors LLC April 2011 - September 2014
ZIEGLER CAPITAL MARKETS January 2008 - December 2010
SAYBROOK CAPITAL, LLC January 2004 - December 2008
AXIOS ADVISORS, LLC March 2002 - January 2004
eBondUSA.com May 2000 - March 2001
JOHN HANCOCK ADVISORS June 1998 - May 2000
Putnam Investments January 1988 - March 1998
Putnam Investments January 1985 - January 1988
CIGNA INVESTMENTS January 1983 - January 1985
Skills
French, Excel, Writing, Municipal, Separately Managed..., Closed-end Funds, Bonds, Fixed Income, Hedge Funds, Credit, High Yield, Asset Management, Series 7, Portfolio Management, Bloomberg, Alternative Investments, Municipalities, Financial Markets, Wealth Management, Securities, Investment Advisory, Financial Modeling, Credit Analysis, Trading, Mutual Funds, Municipal Bonds, Series 63, Private Equity, Capital Markets, Asset Managment, Investments, Financial Advisory, Financial Risk, Electronic Trading, Equities, Investment Banking
Education
The University of Chicago - Booth School of Business 1977 — 1979
BS, Finance & Accounting
The University of Chicago 1974 — 1977
Bachelor of Arts, Economics
Lycee Marie-Curie 1970 — 1974
Baccalaureat, Economics
MLB Restorations October 2014 - Present
Standish Mellon Asset Management March 2009 - September 2014
Dreyfus/BNY Mellon September 2005 - February 2009
Ziegler Capital Markets September 1999 - April 2003
Sprain Brook Consulting July 1994 - July 1999
National Medical Funding June 1993 - July 1994
Financial Guaranty Insurance Company (FGIC) December 1985 - February 1993
PaineWebber November 1981 - November 1985
Northwest Connecticut Health Systems Agency June 1975 - August 1978
City of Waterbury School Department September 1972 - May 1975
Skills
Strategy, Finance, Start-ups, Investment Banking, Management Consulting, Asset Management, Healthcare, Management, Securities, Fixed Income, Credit, Hospitals, Due Diligence, Bonds, Bloomberg, Investments, Credit Analysis, Valuation, Financial Structuring, Hedge Funds, Capital Markets
Education
The Chinese University of Hong Kong 1980 — 1981
(non degree program), Mandarin and Chinese Culture
Harvard T.H. Chan School of Public Health 1978 — 1980
SM, Health Policy and Management
Harvard University 1978 — 1978
Certificate, Senior Executive Program in Health Policy
Université Catholique de Louvain 1970 — 1971
Bachelier en Philosophie, Philosophie, UCL was "pass/fail" and I got the degree on the first try (most expats didn't)
St. Thomas Seminary, Bloomfield CT 1966 — 1968
AA, Liberal arts, classic languages and literature, One of the top ten (but in a class of about 65...)
Steward Health Care April 2013 - Present
PricewaterhouseCoopers October 2010 - April 2013
Navigant Consulting March 2010 - October 2010
CSANT (Cardiovascular Specialty Associates of North Texas) September 2008 - August 2009
Ziegler Capital Markets September 2007 - September 2008
Deloitte Consulting May 2005 - August 2007
United Healthcare June 2003 - June 2005
Beth Israel Deaconess Physician Organization May 2001 - May 2003
Skills
Financial Systems, Business Transformation, Strategy, Analysis, Strategic Planning, Management, Managed Care, Finance, Healthcare, Performance Improvement, Project Management, Hospitals, Acquisition Integration, Physicians, Management Consulting, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Strategy and Leadership & Change Management
Bentley University 1997 — 2000
BS, Marketing
Cushman & Wakefield April 2004 - Present
Ziegler Capital Markets 1995 - 2003
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
University of California, Berkeley 1985 — 1989
BA, Economics
Ziegler Capital Markets March 2011 - Present
Hunter Bradley, LLC May 2009 - March 2011
Oppenheimer & Co. April 2007 - April 2009
Ryan Beck & Co., Inc. 2005 - 2006
Legg Mason Wood Walker 2004 - 2005
Ziegler Capital Markets Group April 2000 - November 2004
Nine West Group Inc September 1996 - December 1999
Skills
Capital Markets, Finance, Financial Analysis, Fixed Income, Investment Banking
Education
University of Illinois at Urbana-Champaign 1994 — 1996
MBA, Finance
Millikin University 1990 — 1994
Hutchinson, Shockey, Erley & Co. August 2014 - Present
Ziegler Capital Markets July 2010 - June 2014
DePuy Orthopaedics July 2008 - July 2010
RBC Capital Markets May 2004 - June 2008
Skills
Financial Analysis, Financial Modeling, Investments, Sales, Series 63, Series 7, Valuation, Asset Allocation, Finance, Fixed Income, Mutual Funds
Education
University of Cincinnati 1999 — 2003
BBA, Accounting
North Shores Consulting Inc. January 2011 - Present
ERICKSON RETIREMENT COMMMUNITIES May 2008 - May 2011
ZIEGLER CAPITAL MARKETS January 1995 - January 2008
COVENTRY RESOURCES January 1987 - January 1995
Ernst & Young January 1986 - January 1987
CHARLESTOWN RETIREMENT COMMUNITY January 1984 - January 1986
Skills
Loans, Retirement Homes, Healthcare, Finance, Performance Management, Hospitals, Strategy, Strategic Planning, Management, Strategic Financial..., Leadership, Investments, Restructuring, Capital Markets, Leadership Development, Executive Management, Nonprofits, Public Speaking, Due Diligence, Long-term Care, Analysis, Budgets, Medicare, Financial Analysis, Healthcare Consulting, Seniors, Healthcare Management, Process Improvement, Elder Care, Financial Modeling, Managed Care, Managerial Finance, Start-ups, Investment Banking, Mergers & Acquisitions, Financial Planning
Education
The Wharton School of Finance, University of Pennsylvania 1978 — 1980
M.B.A, Health Care Administration
The College of Wooster 1973 — 1977
B.A., Music (vocal performance)
Citi May 2014 - Present
Hammond Hanlon Camp LLC September 2013 - May 2014
Barclays Capital April 2007 - September 2013
UBS Investment Bank 2003 - 2007
Ziegler Capital Markets 2000 - 2003
Bank One 1997 - 2000
Skills
Capital Markets, Series 7, Credit Analysis, Investment Banking, Financial Modeling, Fixed Income, Public Finance, Structured Products, Structured Finance, Bonds, Corporate Finance, Valuation, Bloomberg, Derivatives
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Economics, Strategy
University of Wisconsin-Whitewater 1993 — 1997
BBA, Finance
Rockwood Equity Partners September 2015 - Present
Rockwood Equity Partners June 2015 - August 2015
England & Company July 2013 - May 2014
Unicredit June 2012 - August 2012
Mission Markets Inc. September 2011 - December 2011
Credit Suisse November 2011 - November 2011
Barclays Investment Bank November 2011 - November 2011
Protocol Capital Management May 2011 - July 2011
Ziegler Capital Markets September 2010 - December 2010
AXA Advisors March 2010 - August 2010
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's Degree
New York University - Leonard N. Stern School of Business 2009 — 2013
BS
New York University in Prague 2011 — 2011
Global Programs - Semester-long Study Abroad Program
Kolej Universiti Taylor's 2008 — 2009
Cambridge A Levels