Position:
Managing Director at Great Lakes Advisors
Work:
Great Lakes Advisors
since Apr 2012
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Managing Director
Great Lakes Advisors
Jul 2011 - Mar 2012
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Director, Operations and Trading
Wintrust Capital Management
Sep 2009 - Jun 2011
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Operations Manager
Skyline Asset Management, L.P.
Apr 2005 - Aug 2009
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Manager of Client Service
Hewitt Financial Services
Sep 2003 - Apr 2005
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Investment Analyst
Hewitt Associates
Aug 2001 - Sep 2003
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Business Analyst
Education:
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 - 2008
North Central College 1999 - 2001
Purdue University 1995 - 1998
Hinsdale South High School 1991 - 1995
Skills:
Asset Allocation, Due Diligence, Financial Services, Equity Trading, Relationship Management, Negotiation, Investment Policy, Manager Selection, Investment Management, Investment Strategies, Investments, Finance, Marketing, Pensions, Mutual Funds, Portfolio Management, Alternative Investments, Asset Managment, Fixed Income, Series 7, Wealth Management, Equities, Hedge Funds, Bloomberg, Trading, CRM, Securities, Series 63, SQL, Advent, Moxy, Axys, GIPS Compliance, GIPS, Morningstar Direct, Investment Policy Statements, Open Architecture, Zephyr Style Advisor, Performance Attribution, Portable Alpha, Rebalancing, Team Building, Project Management, Training, Video Editing, Non-linear Editing, Audio Editing, Radio Producing, Radio Host, Sports Play-by-play
Interests:
Investing, Behavioral Finance, Digital Video Editing, Golf, Hockey, Travel, Cooking, Home Repair and Improvement
Honor & Awards:
Illinois Silver Dome Award for Best Small Market Radio Personality, 2001
Golden Key International Honour Society
Delta Mu Delta
Beta Gamma Sigma