Top Investment Analysts in Greater Chicago Area
Lynn Gosselin
Director
Greater Chicago Area
Director
Senior Vice President
Vice President - Underwriting & Relationship Manager
Experienced Commercial Lending Underwriter and Account Manager
Vice President GE Corporate Financial Services
Vice President GE Corporate Financial Services
Vice President GE Retail Finance Group
Black Belt GE Corporate Financial Services
AVP, Associate, Business Analyst with GE Corporate Financial Services
Business Analyst GE Capital Auto Financial Services
Investment Analyst GE Corporate Financial Services
Mutual Fund Accountant
DePaul University - Charles H. Kellstadt Graduate School of Business
Boston College
Recommendations: 9
Loans
Commercial Banking
Customer Retention
Asset Based Lending
Commercial Lending
Credit
Financial Analysis
Retail
l****[email protected]
Philip Roberto
Interim Chief Financial Officer
Greater Chicago Area
Interim Chief Financial Officer
CFO, President and CEO
Vice President, Corporate Planning and Business Development
Director, Global Marketing and Sales
Director, Corporate Business Development
Manager, Financial Planning & Analysis and Assistant Controller
Financial and Strategic Planning Associate
Investment Analyst
Business Analyst
The University of Chicago - Booth School of Business
Illinois Institute of Technology
Recommendations: 5
Corporate Development
Mergers and Acquisitions
Strategic Planning
Business Valuation
Cross-functional Team Leadership
Problem Solving
Profitability Improvement
M&A due diligence
p****[email protected]
Cesar Lucero
Credit Consultant
Greater Chicago Area
Credit Consultant
Investment Analyst
Recommendations: 5
Investments
Corporate Finance
Finance
Due Diligence
Real Estate
Alternative Investments
Private Equity
Capital Markets
c****[email protected]
Son Nguyen, CFA
Equity Research Analyst
Greater Chicago Area
Equity Research Analyst
Startup Project
Summer Investment Analyst
Equity Analyst
PowerSeller
Intern
The University of Chicago - Booth School of Business
Trinity University
Recommendations: 3
s****[email protected]
Anurag Tandon
Budget & Forecast Analyst
Greater Chicago Area
Budget & Forecast Analyst
Sales Analytics Manager
Customer Operations Strategy & Analytics
Investment Analyst Intern
Director - Market Research and Analytics
Vice President, Private Client Manager
Corporate Pricing Manager
Senior Revenue Growth Management Analyst
Recommendations: 3
Financial Analysis
Financial Modeling
Forecasting
Cross-functional Team Leadership
Strategic Financial Planning
Financial Reporting
Variance Analysis
Finance
t****[email protected]
Anny K. Chou
Senior Associate, Executive Search
Greater Chicago Area
Senior Associate, Executive Search
Education Technology Researcher
Executive Recruiting
Summer Graduate Fellow | Recruitment Specialist
Technology & Operations
Educator | Instructional Designer | Relationship Builder
Nonprofit Strategy Consultant
Client Project Manager
Project Manager
Investment Analyst
The University of Chicago - Booth School of Business
Harvard University
Carleton College
Recommendations: 3
a****[email protected]
Christina Pennington
Investment Analyst
Greater Chicago Area
Investment Analyst
Cash Management Sales Analyst III
Northern Illinois University - College of Business
College of DuPage
Recommendations: 2
Treasury Management
Commercial Banking
Sales
Cash Management
Portfolio Management
Banking
Banking Relationships
Business Analysis
c****[email protected]
Tony Faoro
Chief Financial Officer, Executive Vice President
Greater Chicago Area
Chief Financial Officer, Executive Vice President
Chief Financial Officer
Chief Financial Officer
Chief Financial Officer & Vice President of Finance
Director of Corporate Analysis/Mergers and Acquisitions
Senior Manager
Financial Analyst
Accountant and Investment Analyst
Northwestern University - Kellogg School of Management
Wayne State University
Recommendations: 2
Integration
Mergers
Forecasting
Acquisition Integration
Divestitures
Investor Relations
IPO
Financial Analysis
a****[email protected]
Stase Masionis
Investment Analyst
Greater Chicago Area
Investment Analyst
Business Analyst
Bartender, Banquet Server
Commercial Credit Analyst Intern
Accounting Intern and Accounting Assistant
Nanny
Nanny
University of Illinois at Chicago
Vilnius Pedagogical University
Recommendations: 2
Finance
Analysis
Financial Analysis
Accounting
Microsoft Excel
Time Management
PowerPoint
Customer Service
s****[email protected]
s****[email protected]
Thanh Tran
Investment Analyst intern
Greater Chicago Area
Investment Analyst intern
Research Assistant
Email Marketing Intern
Liberal Arts Bridges to Business Intern
Healthcare Immersion Program
Wabash College
Recommendations: 2
Stata
Data Analysis
Microsoft Excel
Statistics
Managing Database
Email Marketing Software
Business Planning
Critical Thinking
Mark Fischer
Research Analyst
Greater Chicago Area
Research Analyst
Vice President
Summer Associate, Alternative Investment Management
Senior Investment Analyst
Summer Analyst
University of Chicago Booth School of Business
University of Chicago
International School of Duesseldorf
Recommendations: 1
Private Equity
Due Diligence
Portfolio Management
Investments
Valuation
Financial Modeling
Alternative Investments
LBO
m****[email protected]
Michael Herbst
Strategist
Greater Chicago Area
Strategist
Director of Manager Research, Fixed Income Strategies, North America
Director of Manager Research, Active Strategies, North America
Senior Investment Analyst
Associate Director of Fund Analysis
Founder and Executive Director
Professional Musician
University of Michigan - Stephen M. Ross School of Business
University of Michigan
Recommendations: 1
Equities
Investments
Due Diligence
Fixed Income
Strategy
Finance
Morningstar Direct
Private Equity
m****[email protected]
m****[email protected]
Mike Ni
Client Analyst
Greater Chicago Area
Client Analyst
Investment Analyst
Consultant
Analyst
Laboratory Assistant
Manager
Intern
University of Illinois at Urbana-Champaign
University of Illinois at Urbana-Champaign
Recommendations: 1
Asset Management
Financial Modeling
Mandarin
VBA
Microsoft Excel
SAS
Microsoft Word
PeopleSoft
m****[email protected]
m****[email protected]
Ajay Yadav
Strategy & Analytics Manager - Drivetrain Aftermarket
Greater Chicago Area
Strategy & Analytics Manager - Drivetrain Aftermarket
Supply Chain Sourcing Project Manager - Drivetrain Components
Business Lead - CAT MicroFoundry
Venture Capital Investment Analyst
Senior Engineer - Research
Engineer - Research & Development
The University of Chicago Booth School of Business
The Ohio State University
The Ohio State University
Recommendations: 1
Cross-functional Team...
Technical & Program...
Product Development
Engineering Management
Manufacturing
Manufacturing...
Forging
FMEA
y*****@hotmail.com
Lytle Wurtzel Smith
Asset Manager, Senior Housing Portfolio
Greater Chicago Area
Asset Manager, Senior Housing Portfolio
Associate
Financial Analyst, Private Equity Group, Commercial Real Estate
Investment Analyst, White Ridge LLC
Financial Analyst, High Yield Sales and Trading
Summer Analyst, Private Bank (High Net Worth Clients)
Rollins College - Crummer Graduate School of Business
University of Virginia
Winter Park High School
Recommendations: 1
Private Equity
Venture Capital
Hedge Funds
Financial Analysis
Financial Modeling
Valuation
Due Diligence
Investments
l****[email protected]
Scott Fithian
President
Greater Chicago Area
President
Executive Vice President
Managing Member
Managing Director
Senior Associate
Investment Analyst
Vice President of Sales & Marketing
Vice President of Marketing
Marketing Manager
Harvard Business School
University of Cincinnati
University of Washington
Recommendations: 1
Lease Negotiations
Real Estate Development
Leases
Brokerage
Commercial Real Estate
Apartments
Real Estate Economics
Strategy
Steve Tagarov, CFA
Consultant
Greater Chicago Area
Consultant
Senior Consultant
Investment Analyst
Business Analyst
Augustana College
Recommendations: 1
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
mpi Stylus
Bloomberg
Visual Basic for Applications ( Excel VBA )
Morningstar Principia
Defined Contribution
s****[email protected]
Andrea Kurrle Hedrick
Managing Director, Corporate Finance
Greater Chicago Area
Managing Director, Corporate Finance
Investment Analyst
University of Michigan
Recommendations: 0
Refinance Transactions
Private Equity
Commercial Banking
Leveraged Finance
Mergers
Acquisition Analysis
Deal Structuring
Negotiation
a****[email protected]
Lynnette Mays
Director
Greater Chicago Area
Director
Consultant
Investment Analyst
Analyst
Cleveland State University
Miami University
Recommendations: 0
Portfolio Management
Investments
Project Management
New Business Development
Performance Measurement
Due Diligence
Investment Management
Asset Allocation
l****[email protected]
Tara Akintewe
Investment Analyst
Greater Chicago Area
Investment Analyst
Web Portal Maintenance Analyst
Client Financial Analyst
Marketing Assistant
College of Business : Student Services Representative
Marketing Assistant / Coordinator
Marketing Practicum-Marketing Research Rep / Coordinator
Lewis University, Illinois
University of Illinois at Chicago
Joliet Junior College
Recommendations: 0
Marketing Communications
Social Media Marketing
Financial Analysis
SPSS
SAS
PeopleSoft
Maestro
HTML
t****[email protected]
Brad Lockwood
Senior Relationship Manager
Greater Chicago Area
Senior Relationship Manager
Investment Analyst - Real Estate Debt Funds
Portfolio Strategist
Investment Analyst - Commercial Real Estate Whole Loans
Manager, Due Diligence
Investment Analyst
Property Manager
Manager, Property & Member Services
DePaul University - Charles H. Kellstadt Graduate School of Business
Indiana University Bloomington
Recommendations: 0
LIHTC
Investments
Private Equity
Commercial Mortgages
CMBS
Fixed Income
Debt
Real Estate Economics
b****[email protected]
Mark Schlossberg
Chief Financial Officer - Integration
Greater Chicago Area
Chief Financial Officer - Integration
CFO and Executive Vice President
Senior Investment Analyst
Investment Analyst
The University of Chicago Booth School of Business
Northwestern University
Recommendations: 0
Start-ups
Business Analysis
Strategic Planning
Business Strategy
Process Improvement
Strategy
Business Development
Strategic Partnerships
m****[email protected]
Ameen Abdulrasool
Investment Associate
Greater Chicago Area
Investment Associate
Investment Analyst
Transaction Advisory Services
Advisory Services
University of Illinois at Urbana-Champaign
Recommendations: 0
Corporate Finance
Valuation
Financial Analysis
Auditing
Due Diligence
Report Writing
Banking
Securitization
a****[email protected]
scott wilkin
Director of Research & Portfolio Manager
Greater Chicago Area
Director of Research & Portfolio Manager
Managing Director - Healthcare Sector Head & Senior Investment Analyst
Managing Director, Medical Technology Institutional Research
Director of Medical Technology Institutional Research
Manager of Business Development
Market Research Consultant
Harvard Business School
Bowdoin College
Recommendations: 0
Valuation
Hedge Funds
Venture Capital
Equities
Alternative Investments
Equity Research
Private Equity
Asset Management
s****[email protected]
Tom Villanova, CFA, CAIA
Vice President Institutional Sales
Greater Chicago Area
Vice President Institutional Sales
Investor Associate
Investment Analyst
Marquette University
Recommendations: 0
Financial Modeling
Alternative Investments
Hedge Funds
Investments
Portfolio Management
Asset Managment
Wealth Management
Equities
t****[email protected]
Andrew Carter
Head of LDI Portfolio Management
Greater Chicago Area
Head of LDI Portfolio Management
LDI Portfolio Manager
Pension Solutions Strategist
Derivatives Structurer
Investment Analyst
Investment Analyst
The University of Manchester
Cannock Chase High School
Recommendations: 0
Pension Funds
Derivatives
ALM
Pensions
Investments
Portfolio Management
Investment Strategies
Actuarial Science
a****[email protected]
Jason Cannon
Partner / Director of Operations
Greater Chicago Area
Partner / Director of Operations
Investment Analyst
Senior Investment Advisor
Vice President
Neumann University
Widener University
Recommendations: 0
Process Improvement
Microsoft Word
Negotiation
Microsoft Office
Customer Service
Risk Management
Insurance
Financial Analysis
j****[email protected]
J.R. Cisneros
Associate
Greater Chicago Area
Associate
Senior Associate
Investment Analyst
The University of Chicago Booth School of Business
Cornell University
Recommendations: 0
r****[email protected]
Pratish Goel
Sourcing Intern
Greater Chicago Area
Sourcing Intern
Investment Analyst
Vice President
Associate Analyst - Consumer Retail
Sales Associate
Future Leader in Finance
University of Michigan - Stephen M. Ross School of Business
St. Charles North High School
Recommendations: 0
Valuation
Financial Analysis
Equities
p****[email protected]
Hilda Corral
Vice President - Corporate Finance
Greater Chicago Area
Vice President - Corporate Finance
Assistant Vice President - Corporate Finance
Business Analyst/Associate/Assistant Vice President - GE Equity
Investment Analyst
Financial Analyst
Client Associate
DePaul University - Charles H. Kellstadt Graduate School of Business
DePaul University
Immaculate Heart of Mary High School
Recommendations: 0
Portfolio Management
Private Equity
Investments
Equities
Debt
Equipment Finance
Loan Origination
Finance
h****[email protected]
Adam Hirschkatz%2C CFA
Consultant
Greater Chicago Area
Consultant
Founder
Senior ETF Analyst
Strategy Analyst, Office of the President and CEO
Investment Analyst
Investment Intern
Northwestern University - Kellogg School of Management
Indiana University - Kelley School of Business
Northmont High School
Recommendations: 0
Investments
Asset Managment
Equities
Alternative Investments
Financial Modeling
Series 7
Hedge Funds
Portfolio Management
a****[email protected]
Xin Luo
Trader
Greater Chicago Area
Trader
Quantitative Intern
Undergraduate Research Assistant
Summer Analyst Intern
Quantitative Analyst Intern
Research Assistant
Investment Analyst
The University of Chicago
University of Illinois at Urbana-Champaign
Zhejiang University
Recommendations: 0
Microsoft Office
Economics
VBA
Analysis
Teamwork
C++
Econometrics
R
l****[email protected]
x****[email protected]
Michael Medeiros
Summer Investment Analyst
Greater Chicago Area
Summer Investment Analyst
Investment Analyst, Global Equities
Senior Analyst
Portfolio Manager
Quantitative Research Associate, Global Equities
Stanford University Graduate School of Business
Princeton University
Beijing Normal University
Recommendations: 0
Financial Modeling
Quantitative Analytics
Statistical Modeling
Competitive Analysis
Strategy
Data Analysis
Statistics
Corporate Finance
m****[email protected]
Michael DiCosola, CFP ®
Private Wealth Advisor
Greater Chicago Area
Private Wealth Advisor
JP Morgan - Investment Advisor
Investment Analyst
The University of Chicago - Booth School of Business
DePaul University
Loyola University Chicago
Recommendations: 0
m****[email protected]
Amit Vyas
Assistant Vice President
Greater Chicago Area
Assistant Vice President
Associate (Risk/Lending)
Associate (Consulting)
Associate (Mergers and Acquisitions)
Investment Analyst Program (IAP)
Intern
Intern
DePaul University
Recommendations: 0
Financial Modeling
Credit Risk
Analysis
Credit
Finance
Portfolio Management
Valuation
M&A experience
a****[email protected]
Rohit Tandon, CFA, CAIA
Chief Investment Officer
Greater Chicago Area
Chief Investment Officer
Manager, Investment Department
Investment Analyst
Finance Associate
Accounting Intern
The George Washington University
Murray High School
Recommendations: 0
r****[email protected]
Erik Larson
Director of Finance and Asset Management
Greater Chicago Area
Director of Finance and Asset Management
Vice President
Senior Investment Analyst
Northwestern University - Kellogg School of Management
University of Illinois at Urbana-Champaign - College of Business
Marmion Academy
Recommendations: 0
Real Estate Finance
Underwriting
Due Diligence
Portfolio Management
Financial Modeling
Real Estate
Investments
Asset Management
e****[email protected]
Donna Shin, MBA
Investment Analyst
Greater Chicago Area
Investment Analyst
Senior Registered Client Associate
Marketing Intern
Private Wealth Relationship Manager
Private Wealth Analyst, Investments
Loyola University of Chicago - Graduate School of Business
Loyola University of Chicago
Sogang University
Lake Forest High School
Recommendations: 0
Customer Service
Analysis
Microsoft Excel
Microsoft Office
Sales
Event Planning
Social Media Marketing
Cold Calling
d*****@asmiusa.com
Kerry DeVries
Senior Investment Analyst
Greater Chicago Area
Senior Investment Analyst
Consultant
University of Notre Dame
Recommendations: 0
Financial Analysis
Due Diligence
Real Estate
Contract Negotiation
Valuation
Financial Modeling
Negotiation
Underwriting
k****[email protected]
k****[email protected]
Yann CFA
Summer Analyst
Greater Chicago Area
Summer Analyst
Investment Analyst
Vice President
Senior Portfolio Manager
Co-Chief Investment Officer
Investment Analyst
IE (Instituto de Empresa)
Southern Methodist University
Recommendations: 0
Value Investing
Fundamental Analysis
Financial Analysis
Equity Research
Buy-side
Investment Management
Investment Strategies
Equity Trading
Rosa Limas
Manager, Custodial Relations
Greater Chicago Area
Manager, Custodial Relations
Institutional Trust Relationship Manager
Vice President, Custody Services
Senior Investment Analyst
DePaul University
Recommendations: 0
Asset Allocation
Hedge Funds
Equities
Asset Managment
Asset Management
Alternative Investments
Fixed Income
Investments
r****[email protected]
Linxi Chang
Investment Associate
Greater Chicago Area
Investment Associate
Investment Analyst
Investment Associate
Business Research Intern
Marketing Intern
Research Assistant
The University of Chicago
Raffles Junior College
Recommendations: 0
Economics
Microsoft Excel
Financial Modeling
Data Analysis
PowerPoint
Research
Valuation
Mandarin
l****[email protected]
c****[email protected]
Matt Pickering
Associate Portfolio Manager
Greater Chicago Area
Associate Portfolio Manager
International Research Analyst
International Investment Analyst
Vice President & Associate Portfolio Manager
Senior Investment Analyst
Investment Analyst
Analyst
Miami University
Hudson High School
Recommendations: 0
Equities
Portfolio Management
Investments
Valuation
Securities
Mutual Funds
Finance
Business Valuation
m****[email protected]
Burl Thornton
Senior Vice President
Greater Chicago Area
Senior Vice President
Assistant Vice President & Director - Supervision & Regulation
Investment Analyst
Finance Manager
Senior Examiner
Senior Bank Analyst/Bank Examiner
Northwestern University - Kellogg School of Management
Indiana University Bloomington
Howard University
Recommendations: 0
Banking
Financial Analysis
Risk Management
Strategic Planning
Finance
Credit Analysis
Portfolio Management
Policy
b*****@comcast.net
Linda Yi-Li Chiu
Financial & Investment Consultant
Greater Chicago Area
Financial & Investment Consultant
Investment Analyst
Sr. Financial Accountant / Analyst
Investment Coordinator
Vice President - Treasury Advisory, Financial Markets Group
Assistant Vice President - Structured Products, Financial Markets Group
Assistant Manager, Investment Product Center
Supervisor, Investment Department
Section Chief & Senior Dealer, Dealing & Settlement Department
Investment Consultant & Associate, Financial Services Department
University of Illinois at Urbana-Champaign
National Chengchi University
Recommendations: 0
Investments
Derivatives
Securities
Insurance
Financial Analysis
Financial Reporting
life insurance
Life Insurance
l****[email protected]
Kathy Mohanna, CFA
Investment Associate
Greater Chicago Area
Investment Associate
Fixed Income Investment Analyst
Equity Analyst Intern
Investment Management Intern
The University of Chicago Booth School of Business
Northwestern University
Recommendations: 0
Financial Modeling
Data Analysis
Financial Analysis
Microsoft Excel
Valuation
Portfolio Management
Investments
Research
k****[email protected]
Ryan Bloom
Co-Founder
Greater Chicago Area
Co-Founder
Entertainment Supervisor
Investment Analyst
Financial Services Tax Intern
Associate
Founder
Federal Tax Associate
Accounting Intern
University of Illinois at Urbana-Champaign - College of Business
Highland Park High School
Recommendations: 0
Partnership Taxation
Argus Modeling
Technology
Excel
SharePoint
Microsoft Office
Accounting
Financial Reporting
b****[email protected]
Chantal CFA
Senior Vice President, Fundamental Research on Structured Products
Greater Chicago Area
Senior Vice President, Fundamental Research on Structured Products
Credit Officer of residential mortgage investment
Vice President, Fundamental Research on Structured Products
Investment Analyst, ETF Portfolio Management
Quantitative Research Analyst on Structured Products
Recommendations: 0
CFA
Structured Products
Chartered Financial Analyst
Financial Modeling
Fixed Income
Capital Markets
Portfolio Management
c****[email protected]
Sam Dosch
Investment Analyst
Greater Chicago Area
Investment Analyst
Valuation and Advisory Services - Analyst
Valuation Analyst
Intern-Industrial Brokerage
University of St. Thomas
Osceola High School
Recommendations: 0
Real Estate
Real Estate Development
Disposition
Property Management
Real Estate Transactions
Leases
Investment Properties
Landlord
d****[email protected]
Wally Pfenning
Associate, Consumer Food & Retail Group
Greater Chicago Area
Associate, Consumer Food & Retail Group
Investment Analyst (MBA Intern)
Private Equity MBA Intern
Senior Financial Analyst
Private Equity Associate
Financial Analyst, Investment Banking
University of California, Los Angeles - The Anderson School of Management
University of Notre Dame
Recommendations: 0
Investment Banking
Investments
Hedge Funds
Financial Modeling
Private Equity
Corporate Finance
Entrepreneurship
Financial Analysis
w****[email protected]
Chris CAIA
Senior Consultant
Greater Chicago Area
Senior Consultant
Alternatives Specialist
Partner
Investment Analyst
Senior Performance Analyst
Performance Analyst
University of Iowa
Recommendations: 0
Alternative Investments
Investments
Private Equity
Investment Management
Due Diligence
Institutional Investments
Hedge Funds
Equities
c****[email protected]
Thomas Macina
Investment Analyst
Greater Chicago Area
Investment Analyst
Principal
Associate
Chief Executive Officer
Director of Strategic Planning and Corporate Development
Consultant
Northwestern University - Kellogg School of Management
University of Illinois at Urbana-Champaign
Recommendations: 0
t****[email protected]
Rex Gabonada, CFA
Managing Consultant
Greater Chicago Area
Managing Consultant
Management Consultant
Sr. Financial Analyst, Financial Planning & Analysis
Manager, Financial Planning & Analysis
Sr. Manager, Business & Investment Planning
Property Analyst, Equities Research
Investment Analyst
Associate
Ateneo de Manila University
Recommendations: 0
Hyperion Enterprise
VBA
Financial Modeling
Financial Analysis
Essbase
Forecasting
Business Process Improvement
Corporate Finance
r****[email protected]
Anne Durkin, CFA
Portfolio Manager
Greater Chicago Area
Portfolio Manager
Director, Equity Analyst
Vice-President, Equity Analyst
Investment Analyst
Analyst
Research Associate
Marquette University
University of Illinois at Chicago
Recommendations: 0
Portfolio Management
Investments
Equities
Valuation
Fixed Income
Asset Management
Financial Services
Alternative Investments
a****[email protected]
Scott Benedetto
Senior Analyst, Investments
Greater Chicago Area
Senior Analyst, Investments
Investment Analyst
Intern
Intern
Marquette University
Loyola Academy High School
Recommendations: 0
Disposition
Real Estate Economics
Valuation
Real Estate
Due Diligence
Real Estate Development
Financial Analysis
Microsoft Excel
s****[email protected]
Eric Baer
Principal & Portfolio Manager
Greater Chicago Area
Principal & Portfolio Manager
Senior Investment Analyst
Investment Analyst
Federal Funds Trader
Investment Analyst
Senior Vice President - Distressed/High Yield
The University of Chicago - Booth School of Business
Indiana University Bloomington
Recommendations: 0
e*****@cfipartners.com
e****[email protected]
Gabriela Wilewska
Tech Project Management
Greater Chicago Area
Tech Project Management
Company Name
Citadel LLC
Associate
Investment Analyst
Acquisitions Intern
Loyola University of Chicago
Recommendations: 0
g****[email protected]
Glenn Dumigan
Vice President, Investment & Risk
Greater Chicago Area
Vice President, Investment & Risk
Director, Financial Transactions & Modeling
Investment Analysis Manager
Senior Investment Analyst
Senior Analyst, Finance
Corporate Finance Analyst
New Markets Analyst & Energy Trading
Customer Care Administrator
Website Developer
The University of Chicago - Booth School of Business
Queen's University Belfast
Recommendations: 0
Energy
Valuation
Finance
Financial Modeling
Renewable Energy
Due Diligence
Wind
Financial Analysis
n****[email protected]
g****[email protected]
Manu Rao
Associate
Greater Chicago Area
Associate
High Yield Research Associate
Investment Analyst
Summer Analyst, FICC and Rates Strategy
Summer Analyst, Equity Research
Summer Analyst, Equity Research
Indiana University - Kelley School of Business
Recommendations: 0
Equities
Investments
Private Equity
Equity Research
Fixed Income
Bonds
Portfolio Management
Finance
m****[email protected]
Edward (Teddy) Cashin
Investment Analyst
Greater Chicago Area
Investment Analyst
Acquisitions & Asset Management
Investment Associate
Intern
Intern
Northwestern University
Chicago-Kent College of Law, Illinois Institute of Technology
Recommendations: 0
Real Estate
Real Estate Transactions
Due Diligence
Financial Analysis
Leases
Legal Documents
c****[email protected]
e****[email protected]
Brock Lloyd
Financial Advisor
Greater Chicago Area
Financial Advisor
Vice President - Commercial
Past President
Vice President - Public Funds/Commercial
Investment Analyst
Indiana University-Northwest
Valparaiso University
Recommendations: 0
Wealth Management
Retirement Planning
Insurance
Investment Advisory
Loans
Mutual Funds
Series 7
Investments
b****[email protected]
Mingchang (Brian) Wu
Senior Pricing Analyst
Greater Chicago Area
Senior Pricing Analyst
Manager
Ph.D. Candidate
Instructor
Investment Analyst Intern
Investment Analyst Intern
Investment Analyst Intern
Florida State University
Nanjing University
The University of Connecticut School of Business
Recommendations: 0
SAS/SQL
VBA
C++
Financial Modeling
Investments
Financial Analysis
Due Diligence
Private Equity
m****[email protected]
w****[email protected]
Kimberly CPA
Senior Manager
Greater Chicago Area
Senior Manager
Consultant
Project Manager
Investment Analyst
Senior Associate
Senior Consultant
Intern
Manager
Summer Senior Associate
Senior Investment Analyst
University of Pennsylvania - The Wharton School
University of Illinois at Urbana-Champaign - College of Business
University of Seville
Recommendations: 0
k****[email protected]
Scott Dickerson
Director Of Transportation Strategy
Greater Chicago Area
Director Of Transportation Strategy
Senior OPEX Leader - Distribution & Transportation
Lean Six Sigma Program Manager - NAB Transport & Fleet Operations
Manager PepsiCo Transport & Logistics Capabilities Team:
Financial Advisor
Investment Analyst
Michigan State University
Recommendations: 0
SAP
Financial Modeling
Financial Analysis
Strategic Financial Planning
Process Improvement
Logistics
Portfolio Management
Asset Managment
s****[email protected]
Ivanka Yingchu Zhao
Private Wealth Associate
Greater Chicago Area
Private Wealth Associate
Summer Investment Analyst, Global Wealth Management, Private Banking
Equity Research Analyst Intern - Healthcare
Kellstadt Finance Community, President
2014 National CME Trading Challenge, Team Leader
Proprietary Trader Trainee
Summer Equity Analyst
Investment Analyst
DePaul University
Nankai University
Recommendations: 0
Microsoft Excel
PowerPoint
Financial Modeling
Financial Analysis
Microsoft Word
Financial Reporting
Visual C++
Python
y****[email protected]
R. Durst
Managing Principal and Portfolio Manager, Real Estate Equity
Greater Chicago Area
Managing Principal and Portfolio Manager, Real Estate Equity
Principal, Real Estate Equity
Senior Investment Analyst, Real Estate Equity
Investment Analyst, Commercial Mortgages
University of Wisconsin-Madison
Recommendations: 0
r****[email protected]
Mary Kelly
Legal and Financial Project Management
Greater Chicago Area
Legal and Financial Project Management
Executive Assistant to CEO and President
Investment Analyst
Executive Assistant to Founder and EVP / Office Administration
Executive Assistant & Special Projects
Information Management Channel Operations Lead
Information Management Channel Sales Operations
Sales Analyst, Americas
Operations Analyst, WW Commissions and Incentives
Eastern Michigan University
Recommendations: 0
Sales Enablement
Cloud Computing
Business Intelligence
SaaS
Enterprise Software
Business Development
Management
Project Planning
m****[email protected]
Akshay Mayanil
Investment Analyst
Greater Chicago Area
Investment Analyst
Alternative Investments Analyst
Analyst, Charitable Trust Servicing
Summer Analyst
Recommendations: 0
Financial Analysis
Investments
Private Equity
Asset Management
Hedge Funds
Alternative Investments
Salesforce.com
Banking
a****[email protected]
Jennifer Sagan
Director Business & Relationship Management
Greater Chicago Area
Director Business & Relationship Management
Associate Director Business & Relationship Management
Corporate Marketing and Strategy Intern
Investment Analyst
Senior Investment Accountant
Senior Financial Analyst
Business Associate
Intern
The University of Chicago - Booth School of Business
University of Illinois at Urbana-Champaign - College of Business
high school
Recommendations: 0
Analysis
Forecasting
Strategic Financial Planning
Finance
Investments
Financial Modeling
Budgets
Bloomberg
j****[email protected]
Andrew Denenberg, CFP®
Wealth Advisor & Retirement Plan Advisor
Greater Chicago Area
Wealth Advisor & Retirement Plan Advisor
Portfolio Advisor
Investment Analyst
Yale University
Recommendations: 0
a****[email protected]
a****[email protected]
Justin Menze
Associate
Greater Chicago Area
Associate
Financial Analyst
Investment Analyst
Investment Analyst
Intern
DePaul University - Charles H. Kellstadt Graduate School of Business
University of Iowa - Henry B. Tippie College of Business
University of Iowa
Recommendations: 0
Financial Modeling
Real Estate
Bloomberg
Portfolio Management
Alternative Investments
Investments
Valuation
Hedge Funds
j****[email protected]
j****[email protected]
Mona (Xinyuan) Liu
Accountant Assistant
Greater Chicago Area
Accountant Assistant
Volunteer Tax Preparer
Accountant intern
Investment Analyst Intern
Investment Analyst Intern
Auditor Intern
Cashier Intern
Counter Clerk Intern
University of Illinois at Chicago
University of Illinois at Chicago
China Agricultural University
Recommendations: 0
Accounting
ERP
Auditing
Excel
Financial Reporting
Piano
Tax Preparation
Tax
x****[email protected]
Melissa Hampson
Office Manager
Greater Chicago Area
Office Manager
Coach
Sectional Technical Specialist in Synchronized Skating
Senior Investment Performance Analyst
Investment Performance Analyst
Investment Analyst
Administrative Assistant
Northwestern University
Harvard University
Boston University
Andover High School
Recommendations: 0
Asset Allocation
Investments
Financial Analysis
Securities
Investment Performance
Superior Client Service
Leadership
Organization
h****[email protected]
Cory Fulton
Vice President - Senior Investment Analyst
Greater Chicago Area
Vice President - Senior Investment Analyst
Investment Research Analyst
Associate Investment Consultant
Investment Performance Consultant
Cornell University
Fenwick High School
Recommendations: 0
Equities
Asset Allocation
Investments
Fixed Income
Portfolio Management
Valuation
Alternative Investments
Asset Management
c****[email protected]
Ben Skrodzki
Senior Investment Officer - Global Public Equity
Greater Chicago Area
Senior Investment Officer - Global Public Equity
Investment Officer - Global Public Equity
Investment Analyst
Senior Investment Banking Analyst - Financial Institutions M&A
Investment Banking Analyst - Financial Institutions M&A
Northwestern University - Kellogg School of Management
Washington and Lee University
Recommendations: 0
b****[email protected]
Sarah Mazur, CFA
Investment Coordinator
Greater Chicago Area
Investment Coordinator
Investment Analyst
University of Arizona, Eller College of Management
University of Arizona, Eller College of Management
Recommendations: 0
Financial Modeling
Financial Analysis
Investments
Microsoft Excel
Equities
Statistics
PowerPoint
Microsoft Office
s****[email protected]
s****[email protected]
Gene M. Chung
Tax Research Assistant
Greater Chicago Area
Tax Research Assistant
Investment Analyst
Director
Northwestern University School of Law
Penn State Law
Royal Holloway, University of London
Institut Le Rosey
Recommendations: 0
Business Strategy
Corporate Finance
Due Diligence
Financial Analysis
Financial Modeling
g****[email protected]
Eugene Kakstov
Senior Analyst - Int'l Treasury & Capital Markets
Greater Chicago Area
Senior Analyst - Int'l Treasury & Capital Markets
Account Manager
Senior Investment Analyst
Investment Analyst
DePaul University
Recommendations: 0
k****[email protected]
Andrew Ippolite
Executive Director
Greater Chicago Area
Executive Director
Assistant Vice President
Investment Analyst Program
University of Wisconsin-Madison - School of Business
Waukesha South High School
Recommendations: 0
a****[email protected]
Zach Bartelt
Analyst
Greater Chicago Area
Analyst
Real Estate Analyst Intern
Summer Investment Analyst
Financial Fellowship Intern
Online Sales Department
University of Wisconsin-Madison
Recommendations: 0
Financial Services
Microsoft Office
Microsoft Excel
Finance
PowerPoint
z****[email protected]
Bryan Platz
Senior Investment Analyst
Greater Chicago Area
Senior Investment Analyst
Investment Consultant
Recommendations: 0
b****[email protected]
Kalpit CFA
Financial Planning & Analysis Intern
Greater Chicago Area
Financial Planning & Analysis Intern
Real Estate Intern
Accounting & Administration Intern
Associate Analyst, Opportunistic Investments, Private Assets
Research, TMT
Associate Analyst, Investment Grade & High Yield Credit Research, Public Assets
Investment Analyst
Investment Analyst Intern
University of Illinois at Chicago
Lane Technical College Prep High School
Recommendations: 0
k****[email protected]
k****[email protected]
Jonathan Pozerycki
Commercial Real Estate Sales Associate
Greater Chicago Area
Commercial Real Estate Sales Associate
Leasing Manager
Development & Investment Analyst
Colgate University
New York University
Recommendations: 0
Real Estate
Real Estate Development
Investments
Real Estate Economics
Brokerage
Argus Modeling
Lease Negotiations
Due Diligence
j****[email protected]
Kasia Blechschmidt
Senior Vice President/ Senior Credit Product Officer
Greater Chicago Area
Senior Vice President/ Senior Credit Product Officer
Vice President/Asset Resolutions Manager
Vice President
Senior Acquisitions Underwriter
Investment Analyst
Project Coordinator
University of Gdansk
Recommendations: 0
Debt
Tax Credits
Underwriting
Affordable Housing
LIHTC
k****[email protected]
Alfonzo CFA
Associate Investment Analyst - Public Markets
Greater Chicago Area
Associate Investment Analyst - Public Markets
Investment Analyst
Fixed Income Analyst Co-Op
Equity Analyst
Apprentice
The Sophomore Experience
Intern
University of Iowa - Henry B. Tippie College of Business
Recommendations: 0
Equity Valuation
Financial Modeling
Research
Bloomberg Terminal
FactSet
Capital IQ
Financial Analysis
Microsoft Excel
a****[email protected]
a****[email protected]
Glen Franchi
Account Manager
Greater Chicago Area
Account Manager
Account Manager
Financial Services Representative
Wealth Management Associate
Investment Analyst
Small Business Consultant
Financial Analyst/Advisor
Inventory Controller/Distributor
Inventory Controller
Northern Illinois University
Northern Illinois University
St. Francis
St. Michaels
Recommendations: 0
f****[email protected]
Angkan Chaiart
Investment Analyst
Greater Chicago Area
Investment Analyst
Wealth Management Associate
Wealth Management Intern
DePaul University
College of Commerce
Recommendations: 0
Series 7
SQL
Bloomberg Terminal
Morningstar
Thomson One
Thompson One
Moxy
Advent
a****[email protected]
Solomon Geht
Investment Analyst
Greater Chicago Area
Investment Analyst
Senior Tax Consultant, Private Company Services
Tax Consultant, Private Client Advisors
Tax Intern
University of Illinois at Urbana-Champaign - College of Business
Recommendations: 0
International Tax
Accounting
Income Tax
Financial Reporting
Tax Law
Tax Accounting
Financial Analysis
Corporate Tax
s****[email protected]
David Roellig
Junior Associate
Greater Chicago Area
Junior Associate
Senior Investment Analyst
Investment Analyst
Financial Analyst
University of Wisconsin-Madison
University of Deusto
Recommendations: 0
Marketing
Finance
Valuation
d****[email protected]
Ted McElroy
Internal Control Specialist
Greater Chicago Area
Internal Control Specialist
Summer Consultant
Chief Financial Officer North America Asia Pacific
Sr. Finance Manager - U.S. Sales
Chief Financial Officer
Finance Manager - International markets
Finance Project Manager, Business Planning & Analytics
Chief Operating Officer
Marketing, Sales and Innovation Finance Manager
Capital and Investment Analyst
University of Michigan - Stephen M. Ross School of Business
Purdue University Krannert School of Management
Purdue University
Recommendations: 0
Internal Audit
Financial Reporting
Forecasting
Financial Analysis
Financial Modeling
Budgets
Strategy
Cross-functional Team Leadership
f****[email protected]
Michael Bertogli
Vice President
Greater Chicago Area
Vice President
Junior Board Member - Chicago
Operations Executive
Investment Analyst
Supply Chain Intern under Jessica Paterson Weachter, Supply Chain Manager
Market Analysis Intern under Nathan Godiska and Till Deubel, Power Generation
Special Projects Intern under Kevin Johnson, CEO
University of Illinois at Urbana-Champaign
Evanston Township High School
Recommendations: 0
Microsoft Office
Word
PowerPoint
Excel
Inventory Management
Data Analysis
Market Research
Purchasing
m****[email protected]
m****[email protected]
Louie DiPalma, CFA
Associate
Greater Chicago Area
Associate
Associate
Quantitative Investment Analyst
Northwestern University - Kellogg School of Management
Providence College
Recommendations: 0
l****[email protected]
Duggan Everage
Senior Investment Analyst
Greater Chicago Area
Senior Investment Analyst
Property Pricing Intern
Tutor for Student Athletes
University of Notre Dame
2016 Level III Candidate in CFA Program
Recommendations: 0
Microsoft Excel
Microsoft Office
Microsoft Word
Investments
Investment Strategies
Financial Analysis
Data Modeling
Financial Modeling
w****[email protected]
Michael MBA
Director Business Development
Greater Chicago Area
Director Business Development
Senior Manager. Business Development
Senior Project Development Manager
Energy Developer - Wind Development
Marketing Director & Project Manager
Managing Director
Director of Marketing
Investment Analyst and Project Manager
DePaul University - Charles H. Kellstadt Graduate School of Business
DePaul University
The University of Kansas
Barrington High School
Recommendations: 0
Alternative Energy
Renewable Energy
Energy
Wind
Energy Efficiency
Sustainable Energy
Sustainability
Power Generation
m****[email protected]
Landon Wirth
Associate Director - National Loan Sales Team
Greater Chicago Area
Associate Director - National Loan Sales Team
Associate
Senior Investment Analyst
University of Wisconsin-Madison
Recommendations: 0
Real Estate
Loans
Banking
Real Estate Finance
Real Estate Investment
Valuation
Financial Modeling
Capital Markets
l****[email protected]
Cameron Seichter
Portfolio Accountant
Greater Chicago Area
Portfolio Accountant
Investment Analyst
Research and Corporate Finance Analyst
Financial Analyst
Marketing Employee
Miami University
Detroit Country Day School
Recommendations: 0
Market Research
Financial Analysis
Financial Modeling
Valuation
Financial Reporting
Sales Operations
Entrepreneurship
Investments
s****[email protected]
Robert Krueger
Finance & Accounting Executive Leader (Seeking Opportunity)
Greater Chicago Area
Finance & Accounting Executive Leader (Seeking Opportunity)
Director of Finance
Director of Finance
Director of Financial Services
Controller
Vice President - Accounting / Sr. Investment Analyst
Vice President / Financial Analyst
Partnership Accounting Manager
University of Illinois at Urbana-Champaign - College of Business
Northern Illinois University
Recommendations: 0
Asset Management
Finance
Accounting
Budgets
Property Management
GAAP
Accounts Payable
Loans
r****[email protected]
Kristen Saragnese
Analyst - Sponsor Finance
Greater Chicago Area
Analyst - Sponsor Finance
In-Charge Investment Analyst
Investment Analyst
Financial Planning and Analysis Intern
Loyola University of Chicago
The Beijing Center for Chinese Studies
Recommendations: 0
Command of Microsoft Office, Apple iWork, Social Media Programs
Working knowledge of Search Engine Optimization (SEO)
Working knowledge of the Spanish language
Microsoft Excel
Microsoft Office
Business Explorer Analyzer (BEx Analyzer)
Electronic Financial Returns (EFR)
Sales
k****[email protected]
k****[email protected]
Sean Campbell, CFA
Director, Private Placements
Greater Chicago Area
Director, Private Placements
Senior Associate
Senior Associate
Associate
Senior Investment Analyst
University of Chicago Booth School of Business
University of Wisconsin-Madison - School of Business
Recommendations: 0
s****[email protected]
Andrés Posada
Senior Investment Analyst
Greater Chicago Area
Senior Investment Analyst
Senior Operations Investment Analyst
Senior Accountant - Fund Administration - Operations
Fund Accounting Analyst/Expense Analyst
Intern Assistant to Senior Vice President
Northwestern University
Florida Atlantic University
Recommendations: 0
a****[email protected]
