At the end of last year, I sent a survey to my network asking what type of topics they would like to discuss at future dinners.  As expected “career transition” ranked near the top of the list.  So, my first At the Table dinner of 2014 will focus on job and career transition. I’m taking advantage of Chicago Restaurant Week to host the dinner at a fine dining location in the loop or River North.

I am fortunate enough to have Wendell G. Rayburn, Jr., a Vice President of Institutional Equity Sales at Morningstar, as my special guest who will share his recent experience with us.  Wendell accepted his position with Morningstar after a year-long job search that included an impressive number of interviews:

  • 7 or 8 with Morningstar
  • 13 with US Trust (and a three hour lunch)
  • 3 or 4 with Northern Trust
  • 1 with Needham & Co
  • 2 with JP Morgan
  • 2 with Loop Capital
  • 1 with Morgan Stanley
  • 1 with Raymond James
  • 7 or 8 with RW Baird
  • A couple here and there with a few head hunters/search firms
  • The above netted me a hand full of offers (about three-and-a-half offers)

I first met Wendell when we attended a NASCAR Diversity reception in the offices of Ariel Capital in downtown Chicago. He was engaging, friendly and sharp. We spent more time together the following day during the NASCAR Sprint Cup race at Chicagoland Speedway where we were part of a VIP group. We crossed paths more as Wendell and I continued to attend the same networking events at the Metropolitan Club of Chicago. He’s a great person to know.

Wendell Rayburn’s Brief Bio

Wendell RayburnWendell G. Rayburn, Jr. is a Vice President of Institutional Equity Sales at Morningstar, a global investment research firm.  In his institutional sales role, Wendell covers investment managers, mutual funds and hedge funds and selling a wide range of equity research product offerings and advising clients on stock selection and asset allocation.  Prior to joining Morningstar, Wendell held similar positions at Lazard Capital Markets, Oppenheimer & Company, CIBC World Markets and Deutsche Bank Securities.

Prior to Wendell’s career in institutional sales, he spent several years at Goldman Sachs as a commodities trader as well as a market maker for the Goldman Sachs Commodities Index.  He also helped set up Goldman’s electricity trading desk (Goldman Power) during electricity deregulation before it was acquired by Constellation Energy.

Wendell began his career at The Boston Company as a management trainee in their Management Development Program completing six three-month rotational assignments prior to joining the firm’s foreign exchange desk.

Wendell attended Hampton University, graduating with a Bachelor of Science in Marketing.  He received his MBA from Duke University Fuqua School of Business.  Wendell is lives in River Forest, IL, with his wife and three children.

This is a great way to kick off ATC 2014. I’m excited about the future.



Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s