Top Portfolio Analysts in Greater Chicago Area

SHAWN FRICK

Senior Analyst - Investment Services

Greater Chicago Area

Senior Analyst - Investment Services

Founder

Vice President, Acquisitions and Operations

Associate

Portfolio Analyst

DePaul University

Recommendations: 8

Real Estate

Negotiation

Commercial Real Estate

Loans

Due Diligence

Portfolio Management

Mergers & Acquisitions

Marketing

f****[email protected]

Alexander Toland

Sales Force Effectiveness Leader

Greater Chicago Area

Sales Force Effectiveness Leader

Commercial Intelligence & Forecasting Manager

Portfolio Analyst

Senior Account Executive

Marketing Manager

Promotional Accountant

Emory University - Goizueta Business School

Dallas Theological Seminary

California State University-Fullerton

Recommendations: 6

a****[email protected]

Linda Atteo

Founder, President

Greater Chicago Area

Founder, President

Exclusive Brands Portfolio Analyst

Digital Content Author

Marketing Specialist - Client Services

Digital Content Marketing Manager - Contract Work

Marketing Coordinator - Contract Work

American Management Association

SkillPath

Recommendations: 6

Digital Marketing

Content Strategy

eBook processing

Program Management

Site Planning

Email Marketing

Market Research

Product Marketing

r****[email protected]

JOSEPH KAZIELSKI

Pathfinder

Greater Chicago Area

Pathfinder

Chief Operating Officer

Vice President of Operations

Special Counsel

Attorney

Law Clerk

Portfolio Analyst

Duquesne University School of Law

Saint Bonaventure University

Recommendations: 5

Contract negotiation

Financial modeling

Operations Management

Accounting

Strategic thinking

M&A due diligence

Technolgy Implementation

New Business Development

Aniseh Shirazi

Senior Portfolio Analyst

Greater Chicago Area

Senior Portfolio Analyst

Portfolio Analyst

Portfolio Manager/Financial and Data Analyst

Stanford University

Illinois Institute of Technology

B.N College of Engineering, Amravati University

La Martiniere, Kolkata

Recommendations: 5

Asset Managment

Due Diligence

Risk Management

Risk Analysis

Credit Risk

Data Analysis

Analysis

Portfolio Management

a****[email protected]

Kevin Kruse

Director Financial Planning & Analysis

Greater Chicago Area

Director Financial Planning & Analysis

Manager of Planning & Analysis

Sr. Portfolio Analyst

Director of Finance, Controller

Chief Financial Officer

Sr. Manager Planning & Analysis

Vice President of Finance

DePaul University - Charles H. Kellstadt Graduate School of Business

Valparaiso University

Recommendations: 4

Finance

Forecasting

Mergers & Acquisitions

Financial Modeling

Financial Analysis

Management

Accounting

Budgets

Joe Spivey

Account Executive, Marketing Solutions

Greater Chicago Area

Account Executive, Marketing Solutions

Account Manager

Program Manager

Portfolio Analyst

Analyst

Sales Associate

Assistant Trader

Indiana University - Kelley School of Business

Recommendations: 3

Online Advertising

Media Sales

Social Media

B2B

B2C

Negotiation

Account Management

Marketing Strategy

j****[email protected]

Marcus Ibrahim

Real Estate Broker / Property Manager / Recruiter

Greater Chicago Area

Real Estate Broker / Property Manager / Recruiter

President

Director of Sales / Founding Sales Strategist

Institutional Fixed Income Sales Representative

Senior Portfolio Analyst

Trader/Business Analyst

Sales Development Associate

FINRA

NASAA

Calvin College

Lexington Christian Academy

Recommendations: 2

Private Equity

Portfolio Management

Series 7

Fixed Income

Investments

Derivatives

Investment Strategies

Asset Managment

Theresa Bashiri-Remetio

Senior Change Impact Analyst, Revenue Assurance

Greater Chicago Area

Senior Change Impact Analyst, Revenue Assurance

Financial Portfolio Analyst

Trustee

Senior Staff Accountant

Student Trustee

Catering Coordinator

Northern Illinois University

Oakton Community College

Elmhurst College

Oakton Community College

Recommendations: 2

10 Key Proficient

Internet Savvy

Microsoft Office Proficient

Solomon

Financial Analysis

Accounting

Financial Reporting

Outlook

t****[email protected]

Wendy Peyton

Portfolio Analyst

Greater Chicago Area

Portfolio Analyst

Loan Servicing Specialist

Loan Administrator

Portfolio Analyst

LOAN ADMINISTRATOR

PORTFOLIO ANALYST

Portfolio Analyst

ADMINISTRATIVE ASSISTANT / RECEPTIONIST

Employment Verification Specialist

South Suburban Community College

Columbia College Chicago

Saint Xavier University

Recommendations: 1

Customer Service

PowerPoint

Portfolio Management

Due Diligence

Financial Reporting

Credit

Microsoft Excel

Credit Analysis

w****[email protected]

David Kinsey

National Accounts Portfolio Analyst

Greater Chicago Area

National Accounts Portfolio Analyst

Account Executive

College Financial Representative

DePauw University

Recommendations: 1

Public Speaking

Economics

PowerPoint

Microsoft Excel

Microsoft Word

Karaoke

Project Management

Time Management

d****[email protected]

Pascal Souvenir

Assistant Portfolio Manager

Greater Chicago Area

Assistant Portfolio Manager

Portfolio Analyst

University of Illinois at Urbana-Champaign

Recommendations: 0

Real Estate Finance

Valuation

Financial Modeling

Asset Managment

Financial Analysis

Real Estate

Financial Reporting

Portfolio Management

p****[email protected]

s****[email protected]

Clelita Mathole, MBA

Institutional Specialist

Greater Chicago Area

Institutional Specialist

Cardiovascular Senior Medical Center Account Manager

Senior Portfolio Analyst

Enterprise Business Solutions Analyst

DePaul University - Charles H. Kellstadt Graduate School of Business

DePaul University

Recommendations: 0

Cross-functional Team Leadership

Forecasting

Portfolio Management

Neurology

c****[email protected]

Michael Shanahan

Real Estate Analyst

Greater Chicago Area

Real Estate Analyst

Senior Portfolio Analyst

Intern

University of Illinois at Urbana-Champaign

Marist High School

Recommendations: 0

s****[email protected]

Ravi CFA

Chief Investment Officer

Greater Chicago Area

Chief Investment Officer

Senior Vice President

Vice President, Investment Research and Product Development

Company Name GE Capital Real Estate

Senior Portfolio Analyst

Johns Hopkins University

Recommendations: 0

Valuation

Financial Modeling

Due Diligence

Asset Management

Portfolio Management

Loans

Finance

Underwriting

r****[email protected]

Blaine Slack

Investment Associate

Greater Chicago Area

Investment Associate

Client Service Representative - Investment Manager Liaison Group

Student Portfolio Analyst

Member Service Representative/Teller

FALD Intern-Global Parts

Illinois State University

Neuqua Valley High School

Recommendations: 0

Investments

Financial Analysis

Financial Reporting

Equity Research

Economics

Corporate Finance

Market Research

Data Analysis

Ben Rogers

Board Trustee

Greater Chicago Area

Board Trustee

Portfolio Analyst

University of Chicago GSB

The Catholic University of America

Recommendations: 0

David Souza

Internal Controls Leader

Greater Chicago Area

Internal Controls Leader

Risk Review Officer

Risk Assessment Officer

Second Vice President, Risk

Product Operations Associate Manager, Risk Management

Account Manager - Risk

Sr. Collateral / Portfolio Analyst

Credit Analyist

Financial Analyst

Roosevelt University

Eastern Illinois University

Recommendations: 0

Risk Management

Financial Analysis

Banking

Portfolio Management

Loans

Insurance

Credit Analysis

Underwriting

d****[email protected]

Trent Rathbun

Portfolio Analyst

Greater Chicago Area

Portfolio Analyst

Performance Analyst

Accounting Manager

Senior Accountant

Staff Accountant

Northern Illinois University

Recommendations: 0

Microsoft Excel

General Ledger

Financial Reporting

Financial Analysis

Accounting

Account Reconciliation

Variance Analysis

Analysis

t****[email protected]

Megan Thackrey

Portfolio Analyst

Greater Chicago Area

Portfolio Analyst

Sr. Analyst, Investor Relations

Investment Banking Analyst

Teaching Assistant

Business Valuation Intern

Manager

Customer Service Representative

University of Missouri-Columbia, College of Business

Missouri State University

Recommendations: 0

Mark Leja, CFA, CAIA

Senior Analyst, Investments

Greater Chicago Area

Senior Analyst, Investments

Portfolio Analyst

Sr. Investment Management Analyst

Investment Management Analyst

Banker

Account Officer

University of Illinois at Chicago

Benet Academy

Recommendations: 0

Asset Allocation

Investments

Portfolio Management

Investment Management

Series 7

Strategic Financial Planning

Series 63

Capital Markets

Nubia Noriega

Portfolio Analyst

Greater Chicago Area

Portfolio Analyst

Associate - Cash Processing

Financial Analyst - Global Finance

Accounting Intern

DePaul University - Charles H. Kellstadt Graduate School of Business

DePaul University

Recommendations: 0

Microsoft Office

PeopleSoft

HFM

Accounting

Finance

Financial Analysis

Analysis

Management

n****[email protected]

Christine Taillon Daito

Sr. Portfolio Analyst

Greater Chicago Area

Sr. Portfolio Analyst

Lead Manager

CRA Team Lead

Credit Risk Administrator

Portfolio Analyst

Senior Specialist

Portfolio Analyst

Staff Accountant

Northwestern University

Recommendations: 0

Credit Risk

Credit

Banking

Loans

Risk Management

Commercial Lending

Credit Analysis

Asset Based Lending

c****[email protected]

Brian Karmowski

Director

Greater Chicago Area

Director

Associate

Portfolio Analyst - Private Equity Division

Securities Analyst - Private Equity Division

Intern - Senior Financial Advisor Assistant

University of Kentucky

Recommendations: 0

Real Estate Financing

Commercial Real Estate Analysis

Commercial Real Estate Acquisition

Multi-family Investment Properties

Brokerage

Financial Modeling

Investment Properties

Alternative Investments

Edward Trafford

Senior Materials & Industrials Analyst / China & Commodity Strategy

Greater Chicago Area

Senior Materials & Industrials Analyst / China & Commodity Strategy

Equity Analyst - Small Cap Core & Growth Mutual Funds

Equity Analyst - Small Cap Core & Growth Mutual Fund

Client Portfolio Analyst

The University of Chicago - Booth School of Business

Duke University

Recommendations: 0

Equities

Portfolio Management

Valuation

Mutual Funds

Equity Research

Asset Management

Investments

Equity Valuation

e*****@ntrs.com

e****[email protected]

Edward Lee

Company Name CHICAGO METROPOLITAN HOUSING DEVELOPMENT CORPORATION

Greater Chicago Area

Company Name CHICAGO METROPOLITAN HOUSING DEVELOPMENT CORPORATION

Vice President of Asset Management

Associate

Associate Investment Manager

Portfolio Analyst

Northwestern University - Kellogg School of Management

UNIVERSITY OF WISCONSIN

Recommendations: 0

Asset Management

Due Diligence

Valuation

Real Estate

Real Estate Economics

Portfolio Management

Acquisitions

Commercial Real Estate

e****[email protected]

Tracy Baron

Senior Vice President & Investment Relationship Manager

Greater Chicago Area

Senior Vice President & Investment Relationship Manager

Assistant Relationship Manager

Portfolio Analyst

Northwestern University - Kellogg School of Management

University of Illinois at Urbana-Champaign - College of Business

Recommendations: 0

William Ojendyk

Officer

Greater Chicago Area

Officer

Senior Credit Risk Analyst

Portfolio Analyst, Credit Risk Management

Freelance Medical Editor

Assistant Chief Manuscript Editor

Senior Manuscript Editor/Manuscript Editor

English Language Instructor

English instructor

Teaching Assitant and Assistant Professor of Rhetoric

Adjunct Faculty

The University of Chicago Booth School of Business

University of Iowa

Western Washington University

Seattle University

Seattle Prep

The University of Chicago Booth School of Business

UNIVERSITY OF IOWA Iowa

Western Washington University

Recommendations: 0

Management

Risk Management

Data Analysis

Editorial

Editing

Proofreading

Copy Editing

Program Management

w****[email protected]

Hasan Abutaleb

Senior Hedge Fund Analyst

Greater Chicago Area

Senior Hedge Fund Analyst

Portfolio Analyst

Manager

University of Illinois at Chicago

reavis

Recommendations: 0

Customer Service

Microsoft Excel

Budgets

Inventory Management

Strategic Planning

Sales

Team Building

Management

t****[email protected]

Jeremy Schletz

Analyst/Junior Advisor

Greater Chicago Area

Analyst/Junior Advisor

Portfolio Analyst

Expert Testimony Analyst

Finance Intern

Indiana Wesleyan University

Recommendations: 0

j****[email protected]

Steven Tazalla

Portfolio Analyst

Greater Chicago Area

Portfolio Analyst

Transaction Advisory Services

Associate

Indiana University - Kelley School of Business

Università Commerciale Luigi Bocconi

Recommendations: 0

Real Estate Transactions

Private Equity

Financial Analysis

Financial Modeling

Valuation

Due Diligence

Strategy

Real Estate

s****[email protected]

Callie Michels Rummel

Associate Managing Director

Greater Chicago Area

Associate Managing Director

Credit Analyst

Credit Portfolio Analyst

Operations Analyst

Intern

University of Chicago

University of Illinois at Urbana-Champaign

Recommendations: 0

Financial Analysis

Credit Risk

Commercial Banking

Relationship Management

Underwriting

Credit Analysis

Corporate Finance

Internal Credit Policy

c****[email protected]

Max Wurm

Pricing Analyst

Greater Chicago Area

Pricing Analyst

Marketing Analyst

Financial Analyst

Event Marketing Representative

Student Managed Investment Fund Portfolio Analyst

Loyola University New Orleans

Recommendations: 0

Investments

Forecasting

Valuation

Financial Analysis

Mutual Funds

Strategic Planning

Budgets

Marketing Strategy

Maura Thompson

Business Banking Portfolio Analyst

Greater Chicago Area

Business Banking Portfolio Analyst

Vice President - Commercial Lending

Vice President

Commercial Lender

Illinois State University

Recommendations: 0

Commercial Banking

Commercial Mortgages

Banking

Asset Based Lending

Underwriting

Credit Risk

Treasury Management

Loan Origination