Brendan Dillon

Associate Portfolio Manager at Great Lakes Advisors®
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Contact Information
us****@****om
(386) 825-5501

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Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Associate Portfolio Manager
      • Aug 2023 - Present

      Chicago, Illinois, United States

    • United States
    • Financial Services
    • 200 - 300 Employee
    • Senior Valuation Analyst
      • Feb 2022 - Aug 2023

      Chicago, Illinois, United States

    • Valuation Analyst II
      • Mar 2021 - Feb 2022

      Chicago, Illinois, United States

    • Valuation Analyst
      • Sep 2019 - Mar 2021

      Chicago, Illinois

    • Investment Operations Analyst
      • May 2018 - Sep 2019

      Chicago, Illinois, United States

    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Analyst Intern
      • Jun 2017 - Sep 2017

      Assisted in valuation analysis for various sectors of the S&P 500. Created proposals for new equity ventures. Summarized equity portfolios for a wealth management portfolio owned by Merrill Lynch. Studied stock, bond, and volatility indexes and reviewed with supervisor.

    • United States
    • Higher Education
    • 700 & Above Employee
    • LEAD Facilitator
      • Oct 2016 - May 2017

      2250 N. Sheffield Ave. Chicago, IL 60614 LEAD Team Facilitators assist in the organization and implementation of OSI’s major leadership initiatives including voter registration, emerging leader and advanced leader programs, leadership development workshops, marketing/outreach and assisting with basic office management.

    • Orientation Leader
      • Mar 2016 - Sep 2016

      Chicago Orientation Leaders Facilitate incoming students & families during their transition to DePaul over the two-day program. Present information about DePaul to large audiences (200+) of new students and parents. Also, Collaborate closely with all members of the orientation staff to prepare for, evaluate and implement all aspects of the program in order to maintain a high retention rate and promote academic and social success

    • Sales Associate
      • May 2015 - Jan 2016

      Birmingham, Michigan Met daily and quarterly sales quota. Trained new incoming employees, as well as created monthly schedules for all employees. Sold Merchandise as well as services, and provided customer service to all clients.

Education

  • DePaul University
    Bachelor of Science - BS, Finance, General
    2015 - 2019

Community

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