University of Wisconsin Milwaukee - Business
Greater Milwaukee Committee
Corporate Development
Financial Services
Risk Management
Financial Analysis
Mergers & Acquisitions
Corporate Finance
Financial Modeling
Mergers
Loans
Capital Markets
Banking
Valuation
Management
Investment Banking
Investments
Finance
Portfolio Management
Private Equity
Financial Institutions
Asset Managment
Smith
Smith
BMO
Church Mutual Insurance Company
Milwaukee County Pension Board
University of Wisconsin Milwaukee
Marshall & Ilsley Corp.
One year task force mandate regarding possible strategies to enhance the sustainability of the Milwaukee County Retirement System.
Milwaukee County Retirement Sustainability Task Force
Board Member and Treasurer
University School of Milwaukee
Treasurer 2010 - 2012\nFinance Committee Co-Chair 2010 - 2012
Milwaukee Symphony Orchestra
Board Member
Milwaukee County Pension Board
American Bankers Association Stonier Graduate School of Banking
Philadelphia and Washington
DC
Associate Curriculum Director 2013-2016\nCurriculum Director 2016-Present
Curriculum Director
Instructor
American Bankers Association Stonier Graduate School of Banking
Milwaukee
WI
Provided merger and integration advisory services to M&I's acquirer.
Managing Director
Finance
BMO
Milwaukee
WI
Milwaukee County Pension Board
Barnett Management Associates
Milwaukee
WI
Marshall & Ilsley Corp.
Envestnet
Inc
Chicago
Illinois
Audit Committee Chair\nNominating and Corporate Governance Committee Member\nCompensation Committee Member
Board Member
Greater Milwaukee Area
Barnett Management Associates
University of Wisconsin Milwaukee
Milwaukee
WI
Teach graduate and undergraduate level courses in financial markets and institutions. \nAlso teach courses in corporate finance and management analysis / strategy.\nDeveloped specialized integrative course for new MSM program. \nWinner of Gold Star Teaching Award.
Executive in Residence and Lecturer
Merrill
Wisconsin
Audit Committee Chair\nMember of Compensation
Governance
and Risk Committees
Vice Chair
Church Mutual Insurance Company
Credit Suisse
Envestnet
Inc
Chicago
IL
Managing Director
Financial Institutions Investment Banking
Credit Suisse
UBS Investment Banking
Chicago
IL
UBS Investment Banking
NACD Board Leadership Fellow
National Association of Corporate Directors
MBA
Accounting
Finance
International
BA
Economics
Princeton University
Landon School
The following profiles may or may not be the same professor:
The following profiles may or may not be the same professor: