Coleman Entrepreneurship Center Advisory Board Member

• 2018 - Present

Governance Committee Member

• 2015 - Present

Club Member, 1981 – Present Club Member, 1981 – Present

Treasurer and Board of Trustees Member

• 2013 - Present

Advisory Board Member

• 2011 - 2013

Chicago Chairman, William Greenleaf Eliot Society, Washington University Alumni Association

• 2009 - Present

Chicago Regional Cabinet Member

• 1998 - Present

Financial Advisor

• 2013 - 2016

Responsibilities included client prospecting and business development for Wealth Management Division. Responsibilities included client prospecting and business development for Wealth Management Division.

Senior Vice President

• 2011 - 2013

Opened Chicago Institutional Equity Sales Office; responsible for Midwest regional business development and client retention. Opened Chicago Institutional Equity Sales Office; responsible for Midwest regional business development and client retention.

Senior Vice President, Institutional Equity Sales

• 2008 - 2010

Established institutional equity presence in Chicago.; responsible for increasing account penetration in Chicago, Detroit, St. Louis; solidified Midwest presence by growing account relationships by 40%. Established institutional equity presence in Chicago.; responsible for increasing account penetration in Chicago, Detroit, St. Louis; solidified Midwest presence by growing account relationships by 40%.

Director, Head of Midwest Sales

• 2007 - 2008

Established institutional equity presence in Chicago; responsible for account coverage in Minneapolis, St. Louis, Chicago, Michigan, Milwaukee. Established institutional equity presence in Chicago; responsible for account coverage in Minneapolis, St. Louis, Chicago, Michigan, Milwaukee.

Director, Midwest Institutional Equity Sales

• 2005 - 2007

Established Midwest institutional equity sales in Chicago; responsible for account coverage in Minneapolis, St. Louis, Chicago, Michigan, Ohio; increased market share by 50% and revenues by 30%. Established Midwest institutional equity sales in Chicago; responsible for account coverage in Minneapolis, St. Louis, Chicago, Michigan, Ohio; increased market share by 50% and revenues by 30%.

Director, Midwest Institutional Equity Sales

• 2003 - 2005

Established Midwest institutional equity sales presence in Chicago; responsible for account coverage in Minneapolis, St. Louis, Chicago, Michigan, Ohio. Established Midwest institutional equity sales presence in Chicago; responsible for account coverage in Minneapolis, St. Louis, Chicago, Michigan, Ohio.

Senior Vice President/Director, Institutional Equity Sales, Equity Capital Markets

• 2001 - 2003

Part of four-member Midwest team responsible for Chicago, St. Louis, Des Moines, Ohio, Michigan institutional accounts; generated $5 million in revenue; consistently ranked in Top 15 list of brokers at major accounts; Midwest team held No. 1 and No. 2 rankings for 2001 based on collaborative revenues. Part of four-member Midwest team responsible for Chicago, St. Louis, Des Moines, Ohio, Michigan institutional accounts; generated $5 million in revenue; consistently ranked in Top 15 list of brokers at major accounts; Midwest team held No. 1 and No. 2 rankings for 2001 based on collaborative revenues.

Executive Director

• 1993 - 2001

Executive Director (1999 – 2001) Senior Vice President (1993 – 1999) Managed institutional equity sales for the Midwest with responsibility for hiring and other personnel decisions, account management, regulatory compliance and other support functions; maintained full sales account responsibilities; consulted with senior mutual fund portfolio managers, analysts and chief investment officers on investment advice, economic information and asset allocation; grew account revenues from $3 million to $10 million between 1993 and 2000; consistently ranked in Top 10 list of brokers at major institutional accounts. Show less

Vice President, Institutional Equity Sales

• 1988 - 1993

Responsible for covering major Chicago and St. Louis institutional accounts; grew account revenues from $1 million to $5 million in five years; achieved Top Tier (Top 5) status with all major accounts (a first at Lehman Brothers). Responsible for covering major Chicago and St. Louis institutional accounts; grew account revenues from $1 million to $5 million in five years; achieved Top Tier (Top 5) status with all major accounts (a first at Lehman Brothers).

Vice President

• Jan 1983 - Jan 1988

Vice President, Chicago, IL (1986 – 1988) Assistant Vice President, Chicago, IL (1984 – 1985) Associate, New York, NY (1983 – 1984) Responsible for establishing Midwest equity sales office in Chicago and for establishing Midwest presence; prospected and built account relationships in the Midwest; achieved 25% annual revenue increases. Vice President, Chicago, IL (1986 – 1988) Assistant Vice President, Chicago, IL (1984 – 1985) Associate, New York, NY (1983 – 1984) Responsible for establishing Midwest equity sales office in Chicago and for establishing Midwest presence; prospected and built account relationships in the Midwest; achieved 25% annual revenue increases.

Portfolio Manager/Trust Investment Officer

• 1981 - 1983

Provided investment advice to high-net-worth individuals and corporate plan sponsors; responsible for developing new business in high-net-worth and corporate plan sponsor areas; managed individual trusts and corporate plan sponsor portfolios with $250 million assets under management; signed several new high-net-worth account relationships; prospected and signed several new corporate plan sponsor accounts. Provided investment advice to high-net-worth individuals and corporate plan sponsors; responsible for developing new business in high-net-worth and corporate plan sponsor areas; managed individual trusts and corporate plan sponsor portfolios with $250 million assets under management; signed several new high-net-worth account relationships; prospected and signed several new corporate plan sponsor accounts.

Portfolio Manager

• 1978 - 1981

Responsible for managing high-net-worth portfolios with $200 million assets under management; successfully completed management training program. Responsible for managing high-net-worth portfolios with $200 million assets under management; successfully completed management training program.