Alumni Profiles

Undergraduate & MBA Alumni Profile

Chelsea Allard

Chelsea’s duties include preparing tax returns for individuals and small businesses; working to ensure the branch office meets compliance requirements; performing general administrative and support functions for the office; corresponding with clients to complete new accounts and asset transfers.  She also generates reports for analysis of client accounts.


Chelsea Allard

Financial Planning Assistant

Franklin Wealth Advisors, Inc.

B.S.B. in Finance, May 2011




Katie Bosch

Katie serves as the IT Lead for a major safety program used throughout the company.  She is responsible for keeping all hardware and software up-to-date, training users, managing project schedules, and providing maintenance and enhancement assistance for safety and environmental programs as requested by the business functions.



Katie Bosch

Business Analyst I

Archer Daniels Midland Company

B.S.B. in MIS - Programming/Accounting, December 2011




Willie Nichols

Willie is responsible for managing pricing strategies for Caterpillar.  His job requires an understanding and coordination with multiple business units, including purchasing, accounting, engineering and marketing.  He also has the opportunity to participate in various employee affinity groups such as the Caterpillar Latino connection and Caterpillar Young Professionals, as well as contribute to Six Sigma teams and other projects.



Willie Nichols

Revenue Analyst

Caterpillar, Inc.

B.S.B. in Marketing (minors in Spanish & Latin American Studies), December, 2011

 




Michelle Petty

Michelle is responsible for assessing the level of credit risk of First-Mid’s loan portfolio through the performance of analytical reviews of new and existing commercial and agricultural credit relationships.  In addition to her full-time position with First-Mid, Michelle is continuing her education in the MBA program at EIU.



Michelle Petty

Loan Review Officer

First Mid-Illinois Bank & Trust

B.S.B. in Accounting, May 2010




Jason Runde

Jason’s first priority is growing the Bank’s loan portfolio and generating lending opportunities.  Jason is also responsible for managing day-to-day activities at his branch, one of seven in southwestern and central Illinois.  He is involved in a number of community organizations, including the Teutopolis Lions Club, Teutopolis Knights of Columbus, Teutopolis Sportbackers, Teutopolis Educational Foundation, and YBNext.



Jason Runde

Loan Officer

The First National Bank of Dieterich

B.S.B. in Management, 2011

 




Shanna Sweeney

Shanna’s duties include extensive travel to each office, shadowing various business units of both facultative (individual or small schedule risk) and treaty (portfolio) reinsurance, including Ocean Marine, War and Political Risk, Agriculture, Property, Claims, Accounting, Actuarial, Catastrophy Modeling, etc.  At year’s end she will be assigned to a specific business unit as a reinsurance underwriter.  Her daily activities include rate generation, risk analysis, insurance to value calculations and adjustments, portfolio assessment, among others.



Shanna Sweeney

Candidate Development Program Trainee

The Catlin Group Ltd.

B.S.B. in Marketing,  May 2011




Jeff Traub

As senior analyst, Jeff assists with the due diligence, review, and analysis of prospective new primary and secondary venture capital-early stage investments, along with the management and oversight of existing portfolio companies.  He has extensive experience in investment evaluation, financial analysis and modeling, deal structuring/execution, business plan development, strategic and market analysis, and portfolio company monitoring.  His industry experience includes financial services, venture capital, insurance and energy, specifically retail gas and convenience.



Jeff Traub

Financial Analyst

Open Prairie Ventures

B.S.B. in Finance, December 2008; MBA, May 2010




Drew Weckbach

Drew advises Stifel brokers and clients on the taxability of the investment products while helping to limit clients’ tax liability.  He works with brokers to develop retirement planning strategies.  He works with clients to help them understand complicated tax issues.  He also works with the IRS to ensure that his firm and their clients remain in compliance with IRS mandated reporting standards.

 



Drew Weckbach

Tax Advisor

Stifel Nicolaus

B.S.B. in Finance (CFP); BA in Economics, May 2010