Columbia Management
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Columbia Management Employees
Employee
Years
Job
Industry
Cyril Murray Jr Cyril Murray Jr's Columbia Management Experience June 2007 - August 2007
Job Banking Professional
Industry Banking
Experience
Bank of America October 2009 - September 2011
RBS - Citizens Bank RI/ NextGen Information Services August 2008 - June 2009
Columbia Management June 2007 - August 2007
Bank of America May 2006 - June 2007
Bank of America August 2005 - May 2006
Skills
Training, Public Speaking, Management, Fraud, Banking, Strategic Planning, Policy, Customer Service, Research
Education
Johnson & Wales University
B.S, Business Management; Financial Services
Bank of America October 2009 - September 2011
RBS - Citizens Bank RI/ NextGen Information Services August 2008 - June 2009
Columbia Management June 2007 - August 2007
Bank of America May 2006 - June 2007
Bank of America August 2005 - May 2006
Skills
Training, Public Speaking, Management, Fraud, Banking, Strategic Planning, Policy, Customer Service, Research
Education
Johnson & Wales University
B.S, Business Management; Financial Services
James Kissane James Kissane's Columbia Management Experience September 2012 - Present
Job Regional Vice President, National Account Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management September 2012 - Present
Skills
Wealth Management, Series 7, Series 63, Mutual Funds, Management, Investments, Asset Management, Asset Allocation, Alternative Investments
Education
Fordham University 1993 — 1997
Bachelor of Arts (B.A.)
Columbia Management September 2012 - Present
Skills
Wealth Management, Series 7, Series 63, Mutual Funds, Management, Investments, Asset Management, Asset Allocation, Alternative Investments
Education
Fordham University 1993 — 1997
Bachelor of Arts (B.A.)
Paul Bade Paul Bade's Columbia Management Experience May 2014 - Present
Job Fund Accountant at Columbia Management.
Industry Accounting
Experience
Columbia Management May 2014 - Present
State Farm September 2013 - May 2014
Select Commercial Services LLC 2006 - May 2014
Self Employed April 2005 - September 2009
Skills
Customer Service, Microsoft Office, Time Management, Property & Casualty..., Marketing, Fund Accounting, Account Management, Financial Analysis, Outlook
Education
Minnesota State University, Mankato 2009 — 2013
Bachelor's degree, Finance, General, B
Columbia Management May 2014 - Present
State Farm September 2013 - May 2014
Select Commercial Services LLC 2006 - May 2014
Self Employed April 2005 - September 2009
Skills
Customer Service, Microsoft Office, Time Management, Property & Casualty..., Marketing, Fund Accounting, Account Management, Financial Analysis, Outlook
Education
Minnesota State University, Mankato 2009 — 2013
Bachelor's degree, Finance, General, B
Brian Hensel Brian Hensel's Columbia Management Experience August 2013 - Present
Job Fund Accountant at Columbia Management
Industry Financial Services
Experience
Columbia Management August 2013 - Present
Ameriprise Financial October 2010 - August 2013
Wells Fargo Investments May 2010 - October 2010
Wells Fargo Home Mortgage October 2009 - April 2010
Kingland Systems May 2008 - July 2009
Skills
Securities, Mutual Funds, Estate Planning, Finance, Investments, Financial Services, Account Reconciliation, Financial Analysis, Invest One, Series 7, Bloomberg, Financial Modeling
Education
University of St. Thomas 2013 — 2016
Master of Business Administration (MBA)
Iowa State University - College of Business 2005 — 2009
Bachelor of Science, Finance
Columbia Management August 2013 - Present
Ameriprise Financial October 2010 - August 2013
Wells Fargo Investments May 2010 - October 2010
Wells Fargo Home Mortgage October 2009 - April 2010
Kingland Systems May 2008 - July 2009
Skills
Securities, Mutual Funds, Estate Planning, Finance, Investments, Financial Services, Account Reconciliation, Financial Analysis, Invest One, Series 7, Bloomberg, Financial Modeling
Education
University of St. Thomas 2013 — 2016
Master of Business Administration (MBA)
Iowa State University - College of Business 2005 — 2009
Bachelor of Science, Finance
Ann Eilander Ann Eilander's Columbia Management Experience May 2010 - January 2011
Job Regional Vice President at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US January 2011 - Present
Columbia Management May 2010 - January 2011
RiverSource Distributors Inc. October 2006 - May 2010
RiverSource Distributors, Inc. January 2009 - May 2009
RiverSource Distributors, Inc. October 2006 - December 2008
Ameriprise Financial with the practice of Michelle Young January 2006 - October 2006
Ameriprise Financial March 2005 - January 2006
American Express Financial Advisors October 2003 - March 2005
Skills
Series 7, Series 66, Mutual Funds, Wholesaling
Education
Kalamazoo College 1999 — 2003
BA, Economics, Business/Finance, Sociology
Grosse Ile High School
Columbia Threadneedle Investments, US January 2011 - Present
Columbia Management May 2010 - January 2011
RiverSource Distributors Inc. October 2006 - May 2010
RiverSource Distributors, Inc. January 2009 - May 2009
RiverSource Distributors, Inc. October 2006 - December 2008
Ameriprise Financial with the practice of Michelle Young January 2006 - October 2006
Ameriprise Financial March 2005 - January 2006
American Express Financial Advisors October 2003 - March 2005
Skills
Series 7, Series 66, Mutual Funds, Wholesaling
Education
Kalamazoo College 1999 — 2003
BA, Economics, Business/Finance, Sociology
Grosse Ile High School
Mark Guenard, AIF Mark Guenard, AIF's Columbia Management Experience January 2005 - September 2012
Job Senior Sales Executive at ALPS funds
Industry Financial Services
Experience
ALPS, A DST Company April 2014 - Present
Preservation Trust Advisors. LLC October 2012 - March 2014
Columbia Management January 2005 - September 2012
Columbia Management May 2004 - January 2005
Columbia Management August 1999 - April 2004
Skills
Series 7, Mutual Funds, Series 63, Series 65, Asset Allocation, Alternative Investments, Investments, Retirement Planning, Financial Advisory, Retirement, Asset Management, Financial Planning, Wealth Management, Investment Advisory
Education
Hampden-Sydney College
Thayer Academy
ALPS, A DST Company April 2014 - Present
Preservation Trust Advisors. LLC October 2012 - March 2014
Columbia Management January 2005 - September 2012
Columbia Management May 2004 - January 2005
Columbia Management August 1999 - April 2004
Skills
Series 7, Mutual Funds, Series 63, Series 65, Asset Allocation, Alternative Investments, Investments, Retirement Planning, Financial Advisory, Retirement, Asset Management, Financial Planning, Wealth Management, Investment Advisory
Education
Hampden-Sydney College
Thayer Academy
John Pannozzo's Columbia Management Experience June 2014 - Present
Job Regional Vice President at Columbia Management
Industry Financial Services
Experience
Columbia Management June 2014 - Present
New York Life / MainStay Investments April 2008 - May 2014
Merrill Lynch December 2006 - March 2008
Atlanta Falcons Football Organization May 2006 - October 2006
Skills
Financial Planning, Investments, Asset Management, Series 7, Series 66
Education
Indiana University Bloomington 2002 — 2006
Bachelor's degree, Business Management
Poly Prep Country Day School 1998 — 2002
Columbia Management June 2014 - Present
New York Life / MainStay Investments April 2008 - May 2014
Merrill Lynch December 2006 - March 2008
Atlanta Falcons Football Organization May 2006 - October 2006
Skills
Financial Planning, Investments, Asset Management, Series 7, Series 66
Education
Indiana University Bloomington 2002 — 2006
Bachelor's degree, Business Management
Poly Prep Country Day School 1998 — 2002
Tim Orth Tim Orth's Columbia Management Experience 1986 - 2002
Job Program Manager, North Helpline
Industry Nonprofit Organization Management
Experience
North Helpline April 2015 - Present
Centerstone April 2013 - April 2015
North HelpLine January 2013 - April 2013
Providence Hospice 2012 - 2012
Lifelong AIDS Alliance 2010 - 2010
Columbia Management Company March 1986 - November 2002
Columbia Management 1986 - 2002
Skills
Events and Fund Raising, Relationship..., Volunteer Management, Event Management, Fundraising, Leadership Development, Event Planning, Strategic Planning, Community Outreach, Nonprofits, Public Speaking, Social Services, Grants, Grant Writing, Philanthropy, Customer Service
Education
Marylhurst University
Bachelor's degree, Social Sciences
North Helpline April 2015 - Present
Centerstone April 2013 - April 2015
North HelpLine January 2013 - April 2013
Providence Hospice 2012 - 2012
Lifelong AIDS Alliance 2010 - 2010
Columbia Management Company March 1986 - November 2002
Columbia Management 1986 - 2002
Skills
Events and Fund Raising, Relationship..., Volunteer Management, Event Management, Fundraising, Leadership Development, Event Planning, Strategic Planning, Community Outreach, Nonprofits, Public Speaking, Social Services, Grants, Grant Writing, Philanthropy, Customer Service
Education
Marylhurst University
Bachelor's degree, Social Sciences
Shonn Rutledge Shonn Rutledge's Columbia Management Experience April 2004 - April 2007
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Girls Got Game Wear 2004 - Present
Eagle Asset Management February 2008 - August 2010
Columbia Management April 2004 - April 2007
UBS January 1999 - April 2004
A. G. Edwards & Sons January 1995 - January 1999
Education
Kilgore College
Longview High School
Ameriprise Financial Services, Inc. June 2012 - Present
Girls Got Game Wear 2004 - Present
Eagle Asset Management February 2008 - August 2010
Columbia Management April 2004 - April 2007
UBS January 1999 - April 2004
A. G. Edwards & Sons January 1995 - January 1999
Education
Kilgore College
Longview High School
Daniel Cole Daniel Cole's Columbia Management Experience August 2014 - Present
Job Senior Portfolio Manager at Columbia Management
Industry Financial Services
Experience
Columbia Management August 2014 - Present
Manulife Asset Management August 2008 - June 2014
Columbia Management September 2001 - June 2008
Neuberger Berman July 1999 - September 2001
Skills
Small and mid cap..., Competitive advantage..., Strategic Leadership, Portfolio Management, Management, Equity Research, Equities, Hedge Funds, Alternative Investments, Bloomberg, Investment Strategies, Fixed Income, Mutual Funds, Asset Management, Investment Management, Competitive Advantage, Business Strategy
Education
Virginia Polytechnic Institute and State University 1990 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Guilford College 1986 — 1990
Bachelor of Science, Pre-Medicine/Pre-Medical Studies
Columbia Management August 2014 - Present
Manulife Asset Management August 2008 - June 2014
Columbia Management September 2001 - June 2008
Neuberger Berman July 1999 - September 2001
Skills
Small and mid cap..., Competitive advantage..., Strategic Leadership, Portfolio Management, Management, Equity Research, Equities, Hedge Funds, Alternative Investments, Bloomberg, Investment Strategies, Fixed Income, Mutual Funds, Asset Management, Investment Management, Competitive Advantage, Business Strategy
Education
Virginia Polytechnic Institute and State University 1990 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Guilford College 1986 — 1990
Bachelor of Science, Pre-Medicine/Pre-Medical Studies
Christopher Vandergrift Christopher Vandergrift's Columbia Management Experience April 2014 - Present
Job Associate Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management April 2014 - Present
Hartford Investment Management July 2012 - March 2014
Hartford Investment Management July 2011 - July 2012
Markman Capital Insight March 2010 - July 2011
Skills
Bloomberg, Fixed Income, Capital IQ, Asset Allocation, Investments, Portfolio Management, Investment Management
Education
Middlebury College 2007 — 2011
BA, Economics, Magna Cum Laude
CFA Institute
Columbia Management April 2014 - Present
Hartford Investment Management July 2012 - March 2014
Hartford Investment Management July 2011 - July 2012
Markman Capital Insight March 2010 - July 2011
Skills
Bloomberg, Fixed Income, Capital IQ, Asset Allocation, Investments, Portfolio Management, Investment Management
Education
Middlebury College 2007 — 2011
BA, Economics, Magna Cum Laude
CFA Institute
Becky Freeman, CPA Becky Freeman, CPA's Columbia Management Experience April 2012 - June 2014
Job Fund Reporting Consultant at Wells Fargo Global Fund Services
Industry Investment Management
Experience
Wells Fargo Global Fund Services June 2014 - Present
Columbia Management April 2012 - June 2014
Minnesota Department of Revenue November 2010 - May 2012
Wells Fargo November 1998 - November 2010
Skills
Investments, Financial Services, Mutual Funds, Relationship Management, 401k, Project Management, Employee Benefits, Financial Reporting, accounting, Account Reconciliation, Microsoft Excel, Leadership, CPA, Accounting
Education
Metropolitan State University 2007 — 2010
Bachelor of Science (BS), Accounting, 3.9 GPA
University of Minnesota-Twin Cities
BA, Journalism (Advertising), Spanish
Wells Fargo Global Fund Services June 2014 - Present
Columbia Management April 2012 - June 2014
Minnesota Department of Revenue November 2010 - May 2012
Wells Fargo November 1998 - November 2010
Skills
Investments, Financial Services, Mutual Funds, Relationship Management, 401k, Project Management, Employee Benefits, Financial Reporting, accounting, Account Reconciliation, Microsoft Excel, Leadership, CPA, Accounting
Education
Metropolitan State University 2007 — 2010
Bachelor of Science (BS), Accounting, 3.9 GPA
University of Minnesota-Twin Cities
BA, Journalism (Advertising), Spanish
David Comtois David Comtois's Columbia Management Experience 2005 - 2009
Job Musician/Teacher
Industry Music
Experience
The Birches Academy September 2012 - Present
Presentation of Mary Academy September 2011 - Present
DComtoisMusic March 2009 - Present
Fishman Transducers 2007 - 2009
Columbia Management 2005 - 2009
Great Source Education Group 1999 - 2004
Skills
Music Education, Musicianship, Teaching, Band, Guitar, Musical Theatre, Drums, Bass, Blues, Percussion, Concerts, Guitarist, Music Production, Studio Recording, Rock, Bass Guitar, Acoustic Guitar, Improvisation, Entertainment, Live Sound, Performing Arts, Music, Composition, Music Theory, Recording, Songwriting, Piano, Songs, Musicians, Vocalist, Music Industry, Music Publishing, Singing, Vocal, Vocal Coaching, Collaboration, Creative Problem Solving, Sound, Web Design, Audio Engineering, Festivals, Pro Tools, Bands, Event Management
Education
Northern Essex Community College 1992 — 1994
Broadcasting, Journalism
Emerson College 1990 — 1992
Mass Communications
The Birches Academy September 2012 - Present
Presentation of Mary Academy September 2011 - Present
DComtoisMusic March 2009 - Present
Fishman Transducers 2007 - 2009
Columbia Management 2005 - 2009
Great Source Education Group 1999 - 2004
Skills
Music Education, Musicianship, Teaching, Band, Guitar, Musical Theatre, Drums, Bass, Blues, Percussion, Concerts, Guitarist, Music Production, Studio Recording, Rock, Bass Guitar, Acoustic Guitar, Improvisation, Entertainment, Live Sound, Performing Arts, Music, Composition, Music Theory, Recording, Songwriting, Piano, Songs, Musicians, Vocalist, Music Industry, Music Publishing, Singing, Vocal, Vocal Coaching, Collaboration, Creative Problem Solving, Sound, Web Design, Audio Engineering, Festivals, Pro Tools, Bands, Event Management
Education
Northern Essex Community College 1992 — 1994
Broadcasting, Journalism
Emerson College 1990 — 1992
Mass Communications
Mike Bibilos Mike Bibilos's Columbia Management Experience June 1996 - March 2005
Job Relationship Manager at Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings (formerly Upromise Investments) September 2012 - Present
Sun Life Financial April 2008 - September 2012
Boston Financial Data Services March 2005 - November 2007
Columbia Management June 1996 - March 2005
Keyport Life Insurance Company April 1992 - June 1996
Skills
Financial Services, Mutual Funds, Relationship Management, Insurance, Business Relationship..., Management, 529 Plans, Leadership, Strategy, Customer Service, Risk Management, Process Improvement, Team Building, Variable Annuities, Finance, Operations Management, Series 6, Securities, Outsourcing, Performance Management, Call Centers, Vendor Management
Education
Merrimack College 1986 — 1991
B.S., Business Administration
Ascensus College Savings (formerly Upromise Investments) September 2012 - Present
Sun Life Financial April 2008 - September 2012
Boston Financial Data Services March 2005 - November 2007
Columbia Management June 1996 - March 2005
Keyport Life Insurance Company April 1992 - June 1996
Skills
Financial Services, Mutual Funds, Relationship Management, Insurance, Business Relationship..., Management, 529 Plans, Leadership, Strategy, Customer Service, Risk Management, Process Improvement, Team Building, Variable Annuities, Finance, Operations Management, Series 6, Securities, Outsourcing, Performance Management, Call Centers, Vendor Management
Education
Merrimack College 1986 — 1991
B.S., Business Administration
Michael Orr Michael Orr's Columbia Management Experience May 2010 - April 2013
Job Director, Product Management at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US April 2013 - Present
Columbia Management May 2010 - April 2013
Columbia Management November 2006 - May 2010
Skills
Mutual Funds, Product Management, Capital Markets, Investments, Equities, Convertible Securities, Asset Management, Sales, Sales Management, Sales Presentations, Series 7, Series 24, Series 63, FactSet, Morningstar
Education
Elon University 2001 — 2005
Bachelor of Science (BS), Finance
Columbia Threadneedle Investments, US April 2013 - Present
Columbia Management May 2010 - April 2013
Columbia Management November 2006 - May 2010
Skills
Mutual Funds, Product Management, Capital Markets, Investments, Equities, Convertible Securities, Asset Management, Sales, Sales Management, Sales Presentations, Series 7, Series 24, Series 63, FactSet, Morningstar
Education
Elon University 2001 — 2005
Bachelor of Science (BS), Finance
Alex LaPointe's Columbia Management Experience July 2010 - April 2013
Job Business Development Officer at Adviser Investments
Industry Investment Management
Experience
Adviser Investments 2013 - Present
Columbia Management July 2010 - April 2013
Columbia Management December 2007 - June 2010
Ameriprise Financial Services, Inc. September 2006 - November 2007
Skills
Mutual Funds, Investments, Asset Allocation, Defined Contribution, Sales, Series 7, Series 63, Series 65
Education
Ithaca College 2002 — 2006
Bachelor of Science (BS), International Business
Winchester High School
Adviser Investments 2013 - Present
Columbia Management July 2010 - April 2013
Columbia Management December 2007 - June 2010
Ameriprise Financial Services, Inc. September 2006 - November 2007
Skills
Mutual Funds, Investments, Asset Allocation, Defined Contribution, Sales, Series 7, Series 63, Series 65
Education
Ithaca College 2002 — 2006
Bachelor of Science (BS), International Business
Winchester High School
Karen R. McColl, CFA's Columbia Management Experience June 2000 - June 2005
Job Senior Vice President, Investment Capability Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Fidelity Institutional Investment Services (FIIS) November 2009 - May 2011
Evergreen Investments June 2005 - October 2009
Columbia Management June 2000 - June 2005
Wellington Management Group 1994 - 1999
Skills
Product Management, Mutual Funds, Investment Management, Product Development, Business Strategy, Portfolio Performance..., Closed-end Funds, CFA, Process Improvement, Innovation Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (MBA), Candidate
Fidelity Investments April 2011 - Present
Fidelity Institutional Investment Services (FIIS) November 2009 - May 2011
Evergreen Investments June 2005 - October 2009
Columbia Management June 2000 - June 2005
Wellington Management Group 1994 - 1999
Skills
Product Management, Mutual Funds, Investment Management, Product Development, Business Strategy, Portfolio Performance..., Closed-end Funds, CFA, Process Improvement, Innovation Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (MBA), Candidate
Andrew Dieter Andrew Dieter's Columbia Management Experience September 2007 - September 2012
Job Regional Vice President
Industry Financial Services
Experience
Columbia Threadneedle Investments, US October 2012 - Present
Columbia Management September 2007 - September 2012
BlackRock January 2006 - February 2007
Education
Hobart and William Smith Colleges 2002 — 2005
Bachelor of Arts (B.A.), Economics
The Williston Northampton School 2000 — 2001
Winchester High School 1996 — 2000
Columbia Threadneedle Investments, US October 2012 - Present
Columbia Management September 2007 - September 2012
BlackRock January 2006 - February 2007
Education
Hobart and William Smith Colleges 2002 — 2005
Bachelor of Arts (B.A.), Economics
The Williston Northampton School 2000 — 2001
Winchester High School 1996 — 2000
SUSAN ALLARDICE SUSAN ALLARDICE's Columbia Management Experience January 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Columbia Management January 2013 - Present
CitiFinancial March 2004 - Present
PROCESS COOLING March 2003 - March 2004
Monson Companies September 1996 - March 2003
Skills
Work Well Independently, Organizational..., Strongly self-motivated, Computer Proficiency, Interpersonal..., Multi Tasking, Loss Mitigation, Team-oriented, Building Relationships, Goal Oriented, Mortgage Servicing, Highly detail oriented, Administrative..., Banking, Sales, Loan Servicing
Education
Mount Wachusett Community College
Mount Wachusett Community College
Columbia Management January 2013 - Present
CitiFinancial March 2004 - Present
PROCESS COOLING March 2003 - March 2004
Monson Companies September 1996 - March 2003
Skills
Work Well Independently, Organizational..., Strongly self-motivated, Computer Proficiency, Interpersonal..., Multi Tasking, Loss Mitigation, Team-oriented, Building Relationships, Goal Oriented, Mortgage Servicing, Highly detail oriented, Administrative..., Banking, Sales, Loan Servicing
Education
Mount Wachusett Community College
Mount Wachusett Community College
Ron Crudo Jr. MBA, CIS, ARPC, CIMA's Columbia Management Experience November 2006 - April 2013
Job VP, Investment Consultant at Calamos Investments
Industry Investment Management
Experience
Calamos Investments May 2013 - Present
Columbia Management November 2006 - April 2013
Evergreen Investments January 2004 - October 2006
AllianceBernstein June 2000 - December 2003
Skills
The Fusion Group –..., Sequoia System..., Richardson – Sales..., Dr. Richard Shell –..., Ken Blanchard –..., Doug Lennick – Moral..., Mutual Funds, Managed Accounts, 529 Plans, Retirement Plans, Series 7, Series 66
Education
St. Peter's College 2000 — 2006
Master of Business Administration, International Business
Kean University 1996 — 2000
Bachelor of Science, Finance
Calamos Investments May 2013 - Present
Columbia Management November 2006 - April 2013
Evergreen Investments January 2004 - October 2006
AllianceBernstein June 2000 - December 2003
Skills
The Fusion Group –..., Sequoia System..., Richardson – Sales..., Dr. Richard Shell –..., Ken Blanchard –..., Doug Lennick – Moral..., Mutual Funds, Managed Accounts, 529 Plans, Retirement Plans, Series 7, Series 66
Education
St. Peter's College 2000 — 2006
Master of Business Administration, International Business
Kean University 1996 — 2000
Bachelor of Science, Finance
Amy Ries Amy Ries's Columbia Management Experience October 2013 - Present
Job Settlement Specialist MBS and Derivatives at Columbia Management
Industry Investment Management
Experience
Columbia Management October 2013 - Present
The Clifton Group January 2012 - October 2013
Whitebox Advisors February 2010 - March 2011
Whitebox Advisors January 2005 - February 2010
Wystar Global Retirement Solutions 2002 - 2004
Wachovia Securities 2000 - 2001
Merrill Lynch 1999 - 2000
Skills
Hedge Funds, Equities, Fund Accounting, Portfolio Management, Asset Managment, Alternative Investments, Mutual Funds, Securities, Credit, Options, Bloomberg, Fixed Income, Trading, Series 63, Derivatives, Investment Management, Asset Allocation, Equity Trading, Bloomberg Terminal, Bonds, ETFs, Asset Management, Swaps, Valuation, Series 7, Investments, Fund Of Funds, Hedging, Financial Modeling, Financial Markets, Equity Derivatives, Private Equity, Capital Markets
Education
Minnesota State University, Mankato 1994 — 1998
BS, Finance
Columbia Management October 2013 - Present
The Clifton Group January 2012 - October 2013
Whitebox Advisors February 2010 - March 2011
Whitebox Advisors January 2005 - February 2010
Wystar Global Retirement Solutions 2002 - 2004
Wachovia Securities 2000 - 2001
Merrill Lynch 1999 - 2000
Skills
Hedge Funds, Equities, Fund Accounting, Portfolio Management, Asset Managment, Alternative Investments, Mutual Funds, Securities, Credit, Options, Bloomberg, Fixed Income, Trading, Series 63, Derivatives, Investment Management, Asset Allocation, Equity Trading, Bloomberg Terminal, Bonds, ETFs, Asset Management, Swaps, Valuation, Series 7, Investments, Fund Of Funds, Hedging, Financial Modeling, Financial Markets, Equity Derivatives, Private Equity, Capital Markets
Education
Minnesota State University, Mankato 1994 — 1998
BS, Finance
Brian Vocino Brian Vocino's Columbia Management Experience 2005 - 2007
Job Anesthesia Sales Specialist at Teleflex Medical
Industry Hospital & Health Care
Experience
Teleflex Medical March 2015 - Present
Fresenius Medical Care 2012 - March 2015
Investment Professionals, Inc. 2011 - 2012
Baystate Financial Services 2010 - 2011
Natixis 2007 - 2008
Columbia Management 2005 - 2007
Putnam Investments 2002 - 2005
STRIVE 1995 - 1999
Skills
Financial Analysis, Insurance, Series 63, Finance, Series 7, Asset Management, Financial Services, Long-term Care, Sales, Hospitals, Healthcare
Education
Merrimack College 1996 — 2001
Business, Management and Finance
Pope John High XXIII 1995 — 1996
Teleflex Medical March 2015 - Present
Fresenius Medical Care 2012 - March 2015
Investment Professionals, Inc. 2011 - 2012
Baystate Financial Services 2010 - 2011
Natixis 2007 - 2008
Columbia Management 2005 - 2007
Putnam Investments 2002 - 2005
STRIVE 1995 - 1999
Skills
Financial Analysis, Insurance, Series 63, Finance, Series 7, Asset Management, Financial Services, Long-term Care, Sales, Hospitals, Healthcare
Education
Merrimack College 1996 — 2001
Business, Management and Finance
Pope John High XXIII 1995 — 1996
Steve Spurling Steve Spurling's Columbia Management Experience July 2011 - Present
Job Regional Vice President; DCIO at Columbia Management, LLC
Industry Financial Services
Experience
Columbia Management July 2011 - Present
Principal Financial Group January 2005 - July 2011
American Express Tax & Business Services September 2003 - January 2005
MassMutual 2000 - 2001
DWS/Scudder/Kemper 1997 - 2001
Skills
401k, Mutual Funds, Series 7, Series 63, Retirement Plan..., Retirement, Series 6, Defined Benefit, Retirement Planning, Asset Allocation, Investments, Separately Managed..., Wealth Management, Investment Advisory, Pensions, Series 65, Uniform Combined State..., Financial Services, ETFs, Alternative Investments, Investment Strategies
Education
Illinois State University 1983 — 1987
Bachelor of Science (B.S.), Economics
Ottawa Township High School 1979 — 1983
Columbia Management July 2011 - Present
Principal Financial Group January 2005 - July 2011
American Express Tax & Business Services September 2003 - January 2005
MassMutual 2000 - 2001
DWS/Scudder/Kemper 1997 - 2001
Skills
401k, Mutual Funds, Series 7, Series 63, Retirement Plan..., Retirement, Series 6, Defined Benefit, Retirement Planning, Asset Allocation, Investments, Separately Managed..., Wealth Management, Investment Advisory, Pensions, Series 65, Uniform Combined State..., Financial Services, ETFs, Alternative Investments, Investment Strategies
Education
Illinois State University 1983 — 1987
Bachelor of Science (B.S.), Economics
Ottawa Township High School 1979 — 1983
Sheila Lamb Sheila Lamb's Columbia Management Experience February 2002 - August 2005
Job Head of Institutional Marketing at Prudential Fixed Income
Industry Financial Services
Experience
Prudential Fixed Income February 2011 - Present
Clearbrook Financial November 2008 - January 2011
Hartford Investment Management October 2006 - March 2008
BlackRock September 2005 - September 2006
Columbia Management February 2002 - August 2005
Credit Suisse July 1999 - February 2002
Donaldson, Lufkin & Jenrette July 1999 - February 2002
Alliance Capital Management April 1990 - February 1997
Integrated Resources September 1985 - December 1989
Skills
Mutual Funds, Asset Managment, Hedge Funds, Investments, Fixed Income, Equities, Asset Allocation, Financial Services, Investment Management, Institutional Marketing
Education
Manhattanville College 1981 — 1983
BA, International Studies
Prudential Fixed Income February 2011 - Present
Clearbrook Financial November 2008 - January 2011
Hartford Investment Management October 2006 - March 2008
BlackRock September 2005 - September 2006
Columbia Management February 2002 - August 2005
Credit Suisse July 1999 - February 2002
Donaldson, Lufkin & Jenrette July 1999 - February 2002
Alliance Capital Management April 1990 - February 1997
Integrated Resources September 1985 - December 1989
Skills
Mutual Funds, Asset Managment, Hedge Funds, Investments, Fixed Income, Equities, Asset Allocation, Financial Services, Investment Management, Institutional Marketing
Education
Manhattanville College 1981 — 1983
BA, International Studies
Kerry Perl Kerry Perl's Columbia Management Experience April 2004 - August 2004
Job Financial Services Professional
Industry Investment Management
Experience
Renaissance Consulting, LLC November 2008 - Present
BNY Mellon Wealth Management March 2006 - November 2008
Columbia Management April 2004 - August 2004
Bank of America Capital Management June 2001 - April 2004
Nations Funds, Distributor Stephens Inc. February 1999 - June 2001
Nations Funds, Distributor Stephens Inc. September 1996 - February 1999
Nations Funds, Distributor Stephens Inc. August 1995 - September 1996
Nations Funds, Distributor Stephens Inc. September 1994 - August 1995
NationsBank Services Co., Change & Information Management August 1993 - September 1994
Education
Georgetown University 1989 — 1993
Bachelor of Arts, Psychology, English, Theology
Renaissance Consulting, LLC November 2008 - Present
BNY Mellon Wealth Management March 2006 - November 2008
Columbia Management April 2004 - August 2004
Bank of America Capital Management June 2001 - April 2004
Nations Funds, Distributor Stephens Inc. February 1999 - June 2001
Nations Funds, Distributor Stephens Inc. September 1996 - February 1999
Nations Funds, Distributor Stephens Inc. August 1995 - September 1996
Nations Funds, Distributor Stephens Inc. September 1994 - August 1995
NationsBank Services Co., Change & Information Management August 1993 - September 1994
Education
Georgetown University 1989 — 1993
Bachelor of Arts, Psychology, English, Theology
Kerry Schultz Kerry Schultz's Columbia Management Experience January 1998 - October 2003
Job Administrative Coordinator at VNA of Boston
Industry Hospital & Health Care
Experience
VNA of Boston November 2008 - Present
Boston Financial Data Services December 2007 - November 2008
Boston Financial Data Services April 2004 - November 2007
Columbia Management January 1998 - October 2003
Skills
Writing, Accounting, Internal Audit, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Research, Process Improvement, Data Analysis, Payroll
Education
Emerson College 1997 — 1999
M.A., Visual and Media Arts
Smith College 1990 — 1994
B.A., English Literature
VNA of Boston November 2008 - Present
Boston Financial Data Services December 2007 - November 2008
Boston Financial Data Services April 2004 - November 2007
Columbia Management January 1998 - October 2003
Skills
Writing, Accounting, Internal Audit, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Research, Process Improvement, Data Analysis, Payroll
Education
Emerson College 1997 — 1999
M.A., Visual and Media Arts
Smith College 1990 — 1994
B.A., English Literature
Brian Fink, PMP, MCSE Brian Fink, PMP, MCSE's Columbia Management Experience 2010 - 2010
Job IT Management and Microsoft System Administration
Industry Information Technology and Services
Experience
Kforce Inc March 2015 - Present
iMDsoft November 2011 - January 2015
Screening for Mental Health, Inc. November 2010 - November 2011
Netwide Technical Solutions May 2010 - November 2010
Collaborative Technology Partners October 2007 - April 2010
Columbia Management 2010 - 2010
Monitor Group 2007 - 2007
Sarcom October 2000 - August 2006
Skills
Active Directory, Microsoft Exchange, Windows, Networking, Windows Server, VPN, Virtualization, Network Administration, VMware, DHCP, System Administration, Backup Exec, Firewalls, MCSA, Microsoft SQL Server, Microsoft Certified..., Storage, Technical Support, Operating Systems, HL7, Medical Devices, Servers, Disaster Recovery
Education
Lafayette College 1986 — 1991
BS/BA, Chemical Engineering / Religious Studies
Cincinnati Country Day School 1985 — 1986
University of Massachusetts Boston
Kforce Inc March 2015 - Present
iMDsoft November 2011 - January 2015
Screening for Mental Health, Inc. November 2010 - November 2011
Netwide Technical Solutions May 2010 - November 2010
Collaborative Technology Partners October 2007 - April 2010
Columbia Management 2010 - 2010
Monitor Group 2007 - 2007
Sarcom October 2000 - August 2006
Skills
Active Directory, Microsoft Exchange, Windows, Networking, Windows Server, VPN, Virtualization, Network Administration, VMware, DHCP, System Administration, Backup Exec, Firewalls, MCSA, Microsoft SQL Server, Microsoft Certified..., Storage, Technical Support, Operating Systems, HL7, Medical Devices, Servers, Disaster Recovery
Education
Lafayette College 1986 — 1991
BS/BA, Chemical Engineering / Religious Studies
Cincinnati Country Day School 1985 — 1986
University of Massachusetts Boston
Mony Sim Mony Sim's Columbia Management Experience April 2007 - August 2007
Job Web/App Developer
Industry Consumer Services
Experience
Chameleon Technologies Inc. February 2014 - Present
Experis October 2012 - October 2013
Giant Campus September 2007 - October 2012
Columbia Management April 2007 - August 2007
The Office of Council Ministers, Cambodia March 2002 - March 2005
Skills
Cloud Computing, .NET, Databases, Web Applications, Programming, C#, Windows, SQL, XML, Program Management, Salesforce.com, Analysis, Data Analysis, JavaScript, Microsoft SQL Server, Visual Studio, Web Development, Web Services
Education
Maharishi University of Management 2006 — 2010
Master's degree, Computer Science
Maharishi University of Management 2006 — 2009
Master's degree, Computer Science
Chameleon Technologies Inc. February 2014 - Present
Experis October 2012 - October 2013
Giant Campus September 2007 - October 2012
Columbia Management April 2007 - August 2007
The Office of Council Ministers, Cambodia March 2002 - March 2005
Skills
Cloud Computing, .NET, Databases, Web Applications, Programming, C#, Windows, SQL, XML, Program Management, Salesforce.com, Analysis, Data Analysis, JavaScript, Microsoft SQL Server, Visual Studio, Web Development, Web Services
Education
Maharishi University of Management 2006 — 2010
Master's degree, Computer Science
Maharishi University of Management 2006 — 2009
Master's degree, Computer Science
Rob Verity, CFA Rob Verity, CFA's Columbia Management Experience April 2001 - September 2002
Job Director Sales at Cabot Research LLC
Industry Information Technology and Services
Experience
Cabot Research LLC May 2015 - Present
InvestSoft Technology, Inc. May 2011 - May 2015
Cabot Research September 2010 - April 2011
CAPS Inc October 2004 - March 2010
MarketOne International 2003 - 2004
Columbia Management April 2001 - September 2002
Groupe Credit Mutuel - CIC May 2000 - April 2001
Oddo & Cie January 1998 - May 2000
The Thomson Corporation April 1990 - October 1997
Skills
Equities, Hedge Funds, Fixed Income, Entrepreneurship, Sales, Financial Markets, Start-ups, Trading, Mutual Funds, GIPS Compliance, French, Customer Service, Credit Derivatives, Salesforce.com, Sales Presentations, Fund Accounting, Public Speaking, Strategic Planning, Asset Management, Portfolio Management, Investments, Derivatives, CRM, Financial Services
Education
Institut d'Administration des Entreprises 1988 — 1990
Master of Business Administration (M.B.A.), Business Administration and Management, General
Université Paris X Nanterre 1987 — 1988
DESS, Economics of Energy
Université Paris X Nanterre 1983 — 1987
Bachelors, Economics
Cabot Research LLC May 2015 - Present
InvestSoft Technology, Inc. May 2011 - May 2015
Cabot Research September 2010 - April 2011
CAPS Inc October 2004 - March 2010
MarketOne International 2003 - 2004
Columbia Management April 2001 - September 2002
Groupe Credit Mutuel - CIC May 2000 - April 2001
Oddo & Cie January 1998 - May 2000
The Thomson Corporation April 1990 - October 1997
Skills
Equities, Hedge Funds, Fixed Income, Entrepreneurship, Sales, Financial Markets, Start-ups, Trading, Mutual Funds, GIPS Compliance, French, Customer Service, Credit Derivatives, Salesforce.com, Sales Presentations, Fund Accounting, Public Speaking, Strategic Planning, Asset Management, Portfolio Management, Investments, Derivatives, CRM, Financial Services
Education
Institut d'Administration des Entreprises 1988 — 1990
Master of Business Administration (M.B.A.), Business Administration and Management, General
Université Paris X Nanterre 1987 — 1988
DESS, Economics of Energy
Université Paris X Nanterre 1983 — 1987
Bachelors, Economics
Thomas Finocchiaro, CFP®, CLU Thomas Finocchiaro, CFP®, CLU's Columbia Management Experience August 1999 - February 2005
Job Human Resources Analyst at The MITRE Corporation
Industry Human Resources
Experience
The MITRE Corporation February 2014 - Present
Workers' Credit Union (CUSO Financial Services, L.P.) January 2011 - January 2014
AARP Financial November 2005 - October 2010
Columbia Management August 1999 - February 2005
Keyport Life Insurance Company October 1995 - August 1999
Skills
Mutual Funds, Retirement Planning, Investments, Asset Allocation, Series 7, Fixed Annuities, Investment Research, Data Analysis, Series 65, Investment Strategies, Life Insurance, Variable Annuities, Qualified Retirement..., Retirement, Investment Analysis, Retirement Plans, Retirement Income..., Retirement Plan..., Securities, Valuation, Financial Planning, Insurance, Management, Portfolio Management
Education
Providence College 1990 — 1994
B.A.
Merrimack College 2006 — 2007
Certificate in Advanced Financial Planning
The MITRE Corporation February 2014 - Present
Workers' Credit Union (CUSO Financial Services, L.P.) January 2011 - January 2014
AARP Financial November 2005 - October 2010
Columbia Management August 1999 - February 2005
Keyport Life Insurance Company October 1995 - August 1999
Skills
Mutual Funds, Retirement Planning, Investments, Asset Allocation, Series 7, Fixed Annuities, Investment Research, Data Analysis, Series 65, Investment Strategies, Life Insurance, Variable Annuities, Qualified Retirement..., Retirement, Investment Analysis, Retirement Plans, Retirement Income..., Retirement Plan..., Securities, Valuation, Financial Planning, Insurance, Management, Portfolio Management
Education
Providence College 1990 — 1994
B.A.
Merrimack College 2006 — 2007
Certificate in Advanced Financial Planning
Catherine Menchin's Columbia Management Experience May 1988 - June 2004
Job Experienced marketing leader l creative director l project manager l brand manager
Industry Financial Services
Experience
New York Life Insurance Company April 2013 - December 2014
John Hancock Financial Services November 2011 - March 2013
John Hancock Financial Services (Manulife Financial) May 2005 - November 2011
Columbia Management May 1988 - June 2004
Marshalls Distribution Ctr June 1987 - January 1988
The Haughey Group October 1985 - June 1987
Skills
Mutual Funds, Financial Services, Relationship Management, Marketing, Insurance, Process Improvement, Integrated Marketing, Project Management, Creative Direction, Management, Leadership, Budgets, Retirement Planning, Sales Management, Wealth Management, Marketing Communications, Employee Engagement, Direct Marketing, Creative Strategy, Marketing Strategy, Program Management, Investments, Series 63, Competitive Analysis, CRM, Business Development, Asset Allocation, Business Analysis, Series 7, Strategy
Education
Lesley University College of Art and Design
Certificate in Illustration 3-Year Program, Art Institute of Boston
Massachusetts College of Liberal Arts
Bachelor of Science (BS), Business Administration
New York Life Insurance Company April 2013 - December 2014
John Hancock Financial Services November 2011 - March 2013
John Hancock Financial Services (Manulife Financial) May 2005 - November 2011
Columbia Management May 1988 - June 2004
Marshalls Distribution Ctr June 1987 - January 1988
The Haughey Group October 1985 - June 1987
Skills
Mutual Funds, Financial Services, Relationship Management, Marketing, Insurance, Process Improvement, Integrated Marketing, Project Management, Creative Direction, Management, Leadership, Budgets, Retirement Planning, Sales Management, Wealth Management, Marketing Communications, Employee Engagement, Direct Marketing, Creative Strategy, Marketing Strategy, Program Management, Investments, Series 63, Competitive Analysis, CRM, Business Development, Asset Allocation, Business Analysis, Series 7, Strategy
Education
Lesley University College of Art and Design
Certificate in Illustration 3-Year Program, Art Institute of Boston
Massachusetts College of Liberal Arts
Bachelor of Science (BS), Business Administration
Bill Watson, CMFC® Bill Watson, CMFC®'s Columbia Management Experience January 2014 - October 2014
Job Regional Vice President at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments October 2014 - Present
Columbia Management January 2014 - October 2014
SunAmerica Financial Group May 2013 - December 2013
The Hartford August 2011 - May 2013
The Hartford February 2003 - September 2011
Dreyfus Investments February 2000 - February 2003
Federated Investors, Inc. May 1998 - February 2000
The Hartford May 1996 - May 1998
Skills
Series 7, Mutual Funds, Series 63, Asset Management, Wholesaling, Wholesale, Retirement Planning, 401k, Retirement, Series 6, Fixed Annuities, Separately Managed..., Asset Allocation, Series 65, Wealth Management, Series 24
Education
Northwestern University - Kellogg School of Management 2011 — 2011
Kutztown University of Pennsylvania 1991 — 1995
Bachelor of Science (BS)
New York Life & MainStay Investments October 2014 - Present
Columbia Management January 2014 - October 2014
SunAmerica Financial Group May 2013 - December 2013
The Hartford August 2011 - May 2013
The Hartford February 2003 - September 2011
Dreyfus Investments February 2000 - February 2003
Federated Investors, Inc. May 1998 - February 2000
The Hartford May 1996 - May 1998
Skills
Series 7, Mutual Funds, Series 63, Asset Management, Wholesaling, Wholesale, Retirement Planning, 401k, Retirement, Series 6, Fixed Annuities, Separately Managed..., Asset Allocation, Series 65, Wealth Management, Series 24
Education
Northwestern University - Kellogg School of Management 2011 — 2011
Kutztown University of Pennsylvania 1991 — 1995
Bachelor of Science (BS)
Andrew Hawes's Columbia Management Experience November 2013 - April 2014
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US April 2014 - Present
Columbia Management November 2013 - April 2014
Oracle May 2013 - December 2013
Brown Brothers Harriman January 2011 - May 2013
Skills
Market Research, Sales, Access, Microsoft Office, Teamwork, Goal Oriented, Self Driven, Customer Engagement, Solution Selling, SaaS, Fixed Income, Software Documentation, Series 7, Series 63, Documentation, Database Administration, Series 65, Customer Service, Salesforce.com
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
Bachelor of Business Administration, Management
Concord Carlisle HS 2002 — 2006
Columbia Threadneedle Investments, US April 2014 - Present
Columbia Management November 2013 - April 2014
Oracle May 2013 - December 2013
Brown Brothers Harriman January 2011 - May 2013
Skills
Market Research, Sales, Access, Microsoft Office, Teamwork, Goal Oriented, Self Driven, Customer Engagement, Solution Selling, SaaS, Fixed Income, Software Documentation, Series 7, Series 63, Documentation, Database Administration, Series 65, Customer Service, Salesforce.com
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
Bachelor of Business Administration, Management
Concord Carlisle HS 2002 — 2006
Chris Hammond, CAIA Chris Hammond, CAIA's Columbia Management Experience November 2006 - March 2009
Job Healthcare Investor at Surveyor Capital / Citadel LLC
Industry Investment Management
Experience
Citadel LLC August 2015 - Present
Goldman Sachs May 2012 - August 2015
SunTrust Robinson Humphrey April 2011 - May 2012
Avondale Partners July 2010 - December 2010
Columbia Management November 2006 - March 2009
Skills
Valuation, Equity Research, Due Diligence, Financial Analysis, Finance, Derivatives, Financial Modeling, Asset Management, Asset Allocation, Equities, Hedge Funds, Forecasting, Bloomberg, Portfolio Management
Education
Emory University 1999 — 2004
Bachelor of Arts, Psychology; Political Science
Harvard University 2008 — 2009
Graduate Coursework, Economics, Finance
Suffolk University - Sawyer School of Management 2009 — 2010
Master of Science, Finance
CFA Institute, CAIA Association
Citadel LLC August 2015 - Present
Goldman Sachs May 2012 - August 2015
SunTrust Robinson Humphrey April 2011 - May 2012
Avondale Partners July 2010 - December 2010
Columbia Management November 2006 - March 2009
Skills
Valuation, Equity Research, Due Diligence, Financial Analysis, Finance, Derivatives, Financial Modeling, Asset Management, Asset Allocation, Equities, Hedge Funds, Forecasting, Bloomberg, Portfolio Management
Education
Emory University 1999 — 2004
Bachelor of Arts, Psychology; Political Science
Harvard University 2008 — 2009
Graduate Coursework, Economics, Finance
Suffolk University - Sawyer School of Management 2009 — 2010
Master of Science, Finance
CFA Institute, CAIA Association
Peter Finnegan Peter Finnegan's Columbia Management Experience November 2004 - January 2008
Job Senior Marketing Manager, Product Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2010 - Present
Bank of America January 2008 - April 2009
Columbia Management November 2004 - January 2008
Kerry-Edwards December 2003 - November 2004
Loomis Sayles Funds March 2000 - December 2002
Fidelity Investments February 1993 - June 1999
Fidelity Investments Institutional Services Company, Inc August 1986 - January 1993
Massachusetts Financial Service Center, Inc January 1984 - July 1986
Skills
Analysis, Financial Services, Investments, Leadership, Management, Marketing, Marketing Strategy, Product Management, Product Marketing
Education
Georgetown University - The McDonough School of Business 1977 — 1981
BSBA, Finance
TIAA-CREF July 2010 - Present
Bank of America January 2008 - April 2009
Columbia Management November 2004 - January 2008
Kerry-Edwards December 2003 - November 2004
Loomis Sayles Funds March 2000 - December 2002
Fidelity Investments February 1993 - June 1999
Fidelity Investments Institutional Services Company, Inc August 1986 - January 1993
Massachusetts Financial Service Center, Inc January 1984 - July 1986
Skills
Analysis, Financial Services, Investments, Leadership, Management, Marketing, Marketing Strategy, Product Management, Product Marketing
Education
Georgetown University - The McDonough School of Business 1977 — 1981
BSBA, Finance
Adam Abbas Adam Abbas's Columbia Management Experience July 2010 - August 2011
Job Financial Services Professional | Experienced Investment Analyst, Business Consultant, and Executive Producer
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. May 2015 - Present
Aflac April 2015 - Present
Freelance January 2013 - Present
Silent Scope Media, Inc. (Formerly Silent Scope Entertainment, LLC & Region Entertainment, LLC) September 2011 - Present
i3 Group, a Ceannate company October 2014 - March 2015
THE NEW YORK FAME February 2012 - December 2013
Columbia Management July 2010 - August 2011
Cardinal Investment Advisors May 2009 - June 2010
Ocean Tomo July 2008 - November 2008
Morningstar November 2004 - May 2008
Skills
Financial Analysis, Finance, Investments, Promotions, Event Planning, Market Research, Presentations, Microsoft Excel, Bloomberg, Morningstar Direct, Morningstar, Event Management, Music Industry, Music Business..., Media Production, Video Production, Video Editing, Studio Recording, Digital Photography, Videography, Sales Presentations, Microsoft Office, PowerPoint, Keynote, Factset Research Systems, VBA, Databases, Valuation, Analysis, Portfolio Management, Access, Asset Management, Fixed Income, Equities, Business Analysis, Investment Strategies, Mutual Funds, Financial Services, Start-ups, Performance Measurement, Managerial Finance, Investment Management, Equity Research, Alternative Investments, Financial Statement..., Bonds, Asset Allocation, Financial Modeling, Financial Markets, Financial Systems
Education
Indiana University - Kelley School of Business 1998 — 2003
Bachelor of Science (B.S.), Double Major Finance & Computer Information Systems
Full Sail University 2011 — 2013
Master of Science (M.S.), Entertainment Business
Lake Central High School 1997 — 1998
Diploma, High School/Secondary Diplomas and Certificates
Transamerica Financial Advisors, Inc. May 2015 - Present
Aflac April 2015 - Present
Freelance January 2013 - Present
Silent Scope Media, Inc. (Formerly Silent Scope Entertainment, LLC & Region Entertainment, LLC) September 2011 - Present
i3 Group, a Ceannate company October 2014 - March 2015
THE NEW YORK FAME February 2012 - December 2013
Columbia Management July 2010 - August 2011
Cardinal Investment Advisors May 2009 - June 2010
Ocean Tomo July 2008 - November 2008
Morningstar November 2004 - May 2008
Skills
Financial Analysis, Finance, Investments, Promotions, Event Planning, Market Research, Presentations, Microsoft Excel, Bloomberg, Morningstar Direct, Morningstar, Event Management, Music Industry, Music Business..., Media Production, Video Production, Video Editing, Studio Recording, Digital Photography, Videography, Sales Presentations, Microsoft Office, PowerPoint, Keynote, Factset Research Systems, VBA, Databases, Valuation, Analysis, Portfolio Management, Access, Asset Management, Fixed Income, Equities, Business Analysis, Investment Strategies, Mutual Funds, Financial Services, Start-ups, Performance Measurement, Managerial Finance, Investment Management, Equity Research, Alternative Investments, Financial Statement..., Bonds, Asset Allocation, Financial Modeling, Financial Markets, Financial Systems
Education
Indiana University - Kelley School of Business 1998 — 2003
Bachelor of Science (B.S.), Double Major Finance & Computer Information Systems
Full Sail University 2011 — 2013
Master of Science (M.S.), Entertainment Business
Lake Central High School 1997 — 1998
Diploma, High School/Secondary Diplomas and Certificates
Janette Langill Janette Langill's Columbia Management Experience August 2004 - May 2009
Job Hospitality and Travel Industry Professional
Industry Hospitality
Experience
Not Your Average Joe's August 2011 - February 2014
Grand Circle Travel August 2009 - August 2010
Columbia Management August 2004 - May 2009
Valora Technologies January 2004 - August 2004
Boston Marriott January 1998 - January 2002
Walt Disney College January 1998 - August 1998
Skills
Hospitality, Customer Service, Social Networking, Time Management, Microsoft Excel, Hospitality Management, Tourism, Event Planning, Facebook, Social Media, Creative Writing, Food & Beverage, Teamwork, Microsoft Office, Internet Research, Microsoft Word, PowerPoint, Mac Computers
Education
International Air and Hospitality Academy 2014 — 2014
Diploma, Air/Travel Specialist
Middlesex Community College 1994 — 1999
Associate*s, Science; Business Administration/Hospitality Management
Arlington High School
Not Your Average Joe's August 2011 - February 2014
Grand Circle Travel August 2009 - August 2010
Columbia Management August 2004 - May 2009
Valora Technologies January 2004 - August 2004
Boston Marriott January 1998 - January 2002
Walt Disney College January 1998 - August 1998
Skills
Hospitality, Customer Service, Social Networking, Time Management, Microsoft Excel, Hospitality Management, Tourism, Event Planning, Facebook, Social Media, Creative Writing, Food & Beverage, Teamwork, Microsoft Office, Internet Research, Microsoft Word, PowerPoint, Mac Computers
Education
International Air and Hospitality Academy 2014 — 2014
Diploma, Air/Travel Specialist
Middlesex Community College 1994 — 1999
Associate*s, Science; Business Administration/Hospitality Management
Arlington High School
Kerry Perl Kerry Perl's Columbia Management Experience April 2004 - August 2004
Job Senior Director at TIAACREF, Head of Sales, Defined Contribution Investment Solutions
Industry Financial Services
Experience
TIAA-CREF September 2011 - Present
RC Securities December 2009 - September 2011
Renaissance Consulting November 2008 - December 2009
BNY Mellon March 2006 - October 2008
Columbia Management April 2004 - August 2004
Bank of America Capital Managment June 2001 - April 2004
Nations Funds August 1993 - June 2001
Skills
Wealth Management, Investment Management, Management, Capital Markets, Portfolio Management, Mutual Funds, Series 7, Investments, Alternative Investments, Securities, Leadership, Banking, Sales, Series 63, Risk Management, Insurance, Asset Allocation, Financial Services, Finance, Asset Managment, Wealth, Asset Management
Education
Georgetown University 1989 — 1993
Bachelor of Arts, Psychology/ English Lit
TIAA-CREF September 2011 - Present
RC Securities December 2009 - September 2011
Renaissance Consulting November 2008 - December 2009
BNY Mellon March 2006 - October 2008
Columbia Management April 2004 - August 2004
Bank of America Capital Managment June 2001 - April 2004
Nations Funds August 1993 - June 2001
Skills
Wealth Management, Investment Management, Management, Capital Markets, Portfolio Management, Mutual Funds, Series 7, Investments, Alternative Investments, Securities, Leadership, Banking, Sales, Series 63, Risk Management, Insurance, Asset Allocation, Financial Services, Finance, Asset Managment, Wealth, Asset Management
Education
Georgetown University 1989 — 1993
Bachelor of Arts, Psychology/ English Lit
Stephen Sheehan, CFA's Columbia Management Experience December 2013 - Present
Job Portfolio Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management December 2013 - Present
Columbia Management January 2012 - December 2013
Columbia Management November 2009 - January 2012
Skills
Equities, Equity Research, Hedge Funds, Bloomberg, Investments, Valuation, Equity Valuation, Financial Analysis, Portfolio Management, Series 7, Alternative Investments
Education
Harvard University 2005 — 2009
Bachelor's degree, Economics, History
Columbia Management December 2013 - Present
Columbia Management January 2012 - December 2013
Columbia Management November 2009 - January 2012
Skills
Equities, Equity Research, Hedge Funds, Bloomberg, Investments, Valuation, Equity Valuation, Financial Analysis, Portfolio Management, Series 7, Alternative Investments
Education
Harvard University 2005 — 2009
Bachelor's degree, Economics, History
Brenda Kromm Brenda Kromm's Columbia Management Experience 1999 - 2002
Job Yoga Instructor at vibrant studios
Industry Human Resources
Experience
vibrant studios June 2014 - Present
CareOregon June 2012 - Present
MBL Group 2008 - 2009
HSBC 2007 - 2008
Luke-Dorf Inc 2005 - 2007
Self-Employed 2002 - 2005
Columbia Management 1999 - 2002
Skills
Human Resources, Process Improvement, Training, Payroll, Leadership, Coaching, Benefits Administration, Policy, Time Management, Personnel Management, Project Planning, Employee Engagement
Education
Marylhurst University 2005 — 2010
Business, Human Resources
Indiana University of Pennsylvania 1990 — 1993
Health Services/Allied Health/Health Sciences, General
vibrant studios June 2014 - Present
CareOregon June 2012 - Present
MBL Group 2008 - 2009
HSBC 2007 - 2008
Luke-Dorf Inc 2005 - 2007
Self-Employed 2002 - 2005
Columbia Management 1999 - 2002
Skills
Human Resources, Process Improvement, Training, Payroll, Leadership, Coaching, Benefits Administration, Policy, Time Management, Personnel Management, Project Planning, Employee Engagement
Education
Marylhurst University 2005 — 2010
Business, Human Resources
Indiana University of Pennsylvania 1990 — 1993
Health Services/Allied Health/Health Sciences, General
Christopher M. Dutra Christopher M. Dutra's Columbia Management Experience April 2007 - September 2012
Job Account Executive at Glines & Rhodes Precious Metals
Industry Mining & Metals
Experience
Glines & Rhodes,Inc September 2012 - Present
Columbia Management April 2007 - September 2012
Columbia Management May 2010 - December 2010
Putnam Investments November 2000 - March 2007
Skills
Sales, Precious Metals, Account Management, Sales Management, B2B, New Business Development, Direct Sales, Customer Service, Lead Generation, Customer Relations, Refining Processes, Sales Presentations, Sales Operations, Training, Salesforce.com, Finance, Metals, Navision, Management, Microsoft Dynamics, Mutual Funds, Organic Gardening, Motorcycling, Golf, Networking, Business Development, Business Strategy, Business Process..., Waste Management, Downhill Skiing, Online Lead Generation, Inbound Lead Generation, Gold
Education
Johnson and Wales University
Bachelor's Degree, Financial Services Management
East Providence High
Ponaganset
Glines & Rhodes,Inc September 2012 - Present
Columbia Management April 2007 - September 2012
Columbia Management May 2010 - December 2010
Putnam Investments November 2000 - March 2007
Skills
Sales, Precious Metals, Account Management, Sales Management, B2B, New Business Development, Direct Sales, Customer Service, Lead Generation, Customer Relations, Refining Processes, Sales Presentations, Sales Operations, Training, Salesforce.com, Finance, Metals, Navision, Management, Microsoft Dynamics, Mutual Funds, Organic Gardening, Motorcycling, Golf, Networking, Business Development, Business Strategy, Business Process..., Waste Management, Downhill Skiing, Online Lead Generation, Inbound Lead Generation, Gold
Education
Johnson and Wales University
Bachelor's Degree, Financial Services Management
East Providence High
Ponaganset
Christina (Tina) Lamar's Columbia Management Experience 1993 - 1995
Job Assistant Director Investment Services at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2015 - Present
Northwestern Mutual February 2013 - September 2015
Allstate Financial January 2012 - January 2013
Allstate Financial November 2003 - January 2012
Allstate Financial March 2002 - November 2003
BlueSuit Inc. 2001 - 2002
Hewitt Associates 1999 - 2001
Zurich Scudder Investments 1997 - 1999
Citi 1995 - 1997
Columbia Management 1993 - 1995
Skills
Insurance, Interactive Marketing, Technology, Financial Services, Metrics Reporting, Web Project Management, Web Content Management, Web Analytics, Digital Marketing, Digital Strategy, Database Marketing, Marketing Communications, Strategic Communications, Corporate Communications, PURLs, HTML emails, Microsites, Qualified Retirement..., User Experience Design, User-centered Design, User Scenarios, Wire Framing, Retirement Planning, Series 63, Series 7, Sales, Fixed Annuities, Mutual Funds, CRM, User Experience, Sales Operations, Investments, Training, Management, Strategy
Education
FINRA 7, 6, 63 and 24
Lake Forest College
Bachelor's degree, Business Administration
Lake Forest College
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Northwestern Mutual September 2015 - Present
Northwestern Mutual February 2013 - September 2015
Allstate Financial January 2012 - January 2013
Allstate Financial November 2003 - January 2012
Allstate Financial March 2002 - November 2003
BlueSuit Inc. 2001 - 2002
Hewitt Associates 1999 - 2001
Zurich Scudder Investments 1997 - 1999
Citi 1995 - 1997
Columbia Management 1993 - 1995
Skills
Insurance, Interactive Marketing, Technology, Financial Services, Metrics Reporting, Web Project Management, Web Content Management, Web Analytics, Digital Marketing, Digital Strategy, Database Marketing, Marketing Communications, Strategic Communications, Corporate Communications, PURLs, HTML emails, Microsites, Qualified Retirement..., User Experience Design, User-centered Design, User Scenarios, Wire Framing, Retirement Planning, Series 63, Series 7, Sales, Fixed Annuities, Mutual Funds, CRM, User Experience, Sales Operations, Investments, Training, Management, Strategy
Education
FINRA 7, 6, 63 and 24
Lake Forest College
Bachelor's degree, Business Administration
Lake Forest College
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Molly Vogt's Columbia Management Experience March 2006 - March 2009
Job CoHost Radio Program, "Heart of the Matter with the Americhicks"
Industry Financial Services
Experience
Americhicks, "Heart of the Matter" radio show July 2013 - Present
My Purse Politics July 2012 - Present
CRBC 2011 - Present
Americans for Prosperity January 2014 - September 2015
Castle Rock Investment Company August 2012 - April 2013
The Gadsden Society January 2011 - April 2012
Columbia Management March 2006 - March 2009
ADP 2003 - 2006
T. Rowe Price & Associates 1995 - 1998
Skills
Defined Benefit, Retirement, 401k, Investments, Employee Benefits, Sales, Series 7, Asset Managment, Series 63, Mutual Funds, Sales Operations, Investment Advisory, Wealth Management, Financial Advisory, Asset Management, ERISA, Pensions, Securities, Asset Allocation, Retirement Plan..., Business Development, Fixed Annuities, Retirement Planning, Finance, Management, Leadership, Financial Services, Strategic Planning, Public Speaking, Consulting
Education
Leadership Program of the Rockies 2011 — 2012
Florida Southern College 1991 — 1995
B.S., Marketing
Americhicks, "Heart of the Matter" radio show July 2013 - Present
My Purse Politics July 2012 - Present
CRBC 2011 - Present
Americans for Prosperity January 2014 - September 2015
Castle Rock Investment Company August 2012 - April 2013
The Gadsden Society January 2011 - April 2012
Columbia Management March 2006 - March 2009
ADP 2003 - 2006
T. Rowe Price & Associates 1995 - 1998
Skills
Defined Benefit, Retirement, 401k, Investments, Employee Benefits, Sales, Series 7, Asset Managment, Series 63, Mutual Funds, Sales Operations, Investment Advisory, Wealth Management, Financial Advisory, Asset Management, ERISA, Pensions, Securities, Asset Allocation, Retirement Plan..., Business Development, Fixed Annuities, Retirement Planning, Finance, Management, Leadership, Financial Services, Strategic Planning, Public Speaking, Consulting
Education
Leadership Program of the Rockies 2011 — 2012
Florida Southern College 1991 — 1995
B.S., Marketing
Deborah Izzi's Columbia Management Experience January 2001 - December 2005
Job Finance Professional, Winegrower, Writer
Industry Investment Management
Experience
Izzi Family Vineyards April 2013 - Present
Violich Capital April 2014 - May 2015
Self-employed January 2006 - March 2014
Columbia Management January 2001 - December 2005
Columbia Management January 1998 - December 2000
Sit/Kim International Investments April 1993 - December 1997
Skills
Investments, Portfolio Management, Equities, Valuation, Mutual Funds, Asset Management, Strategy, Asset Allocation, Financial Analysis, Creative Writing, Economics, Financial Modeling
Education
Chartered Financial Analyst
Golden Gate University
Master of Science, Computer Information Systems
University of Delaware 1985 — 1990
Bachelor of Science (BS), Finance, Economics
Izzi Family Vineyards April 2013 - Present
Violich Capital April 2014 - May 2015
Self-employed January 2006 - March 2014
Columbia Management January 2001 - December 2005
Columbia Management January 1998 - December 2000
Sit/Kim International Investments April 1993 - December 1997
Skills
Investments, Portfolio Management, Equities, Valuation, Mutual Funds, Asset Management, Strategy, Asset Allocation, Financial Analysis, Creative Writing, Economics, Financial Modeling
Education
Chartered Financial Analyst
Golden Gate University
Master of Science, Computer Information Systems
University of Delaware 1985 — 1990
Bachelor of Science (BS), Finance, Economics
Jonathan Gifford Jonathan Gifford's Columbia Management Experience February 2007 - June 2008
Job Manager at John Hancock Retirement Plan Services
Industry Investment Management
Experience
John Hancock Retirement Plan Services, Formerly New York Life Retirement Plan Services June 2008 - Present
Columbia Management February 2007 - June 2008
MFS Investment Management June 2006 - December 2006
MFS Investment Management December 2000 - June 2006
MFS Investment Management March 2000 - December 2000
MFS Investment Management October 1998 - March 2000
Skills
Management, Mutual Funds, Sales, Relationship Management, Business Process, Financial Analysis, Product Management, Portfolio Management, Auditing, Securities, Team Leadership, Financial Modeling, Customer Service, Risk Management, Quality Assurance, 401k, Financial Services
Education
Johnson & Wales University
BS, Hospitality Management
John Hancock Retirement Plan Services, Formerly New York Life Retirement Plan Services June 2008 - Present
Columbia Management February 2007 - June 2008
MFS Investment Management June 2006 - December 2006
MFS Investment Management December 2000 - June 2006
MFS Investment Management March 2000 - December 2000
MFS Investment Management October 1998 - March 2000
Skills
Management, Mutual Funds, Sales, Relationship Management, Business Process, Financial Analysis, Product Management, Portfolio Management, Auditing, Securities, Team Leadership, Financial Modeling, Customer Service, Risk Management, Quality Assurance, 401k, Financial Services
Education
Johnson & Wales University
BS, Hospitality Management
Jackie Slaugenhaupt Jackie Slaugenhaupt's Columbia Management Experience 2005 - 2007
Job Vice President, Senior Product Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Merrill Lynch November 2007 - March 2012
Columbia Management 2005 - 2007
Bank of America 2004 - 2005
Banc of America Capital Management 2000 - 2004
Federated Investors 1996 - 1999
Skills
Series 7, Wealth Management, Financial Services, Asset Management, Investments
Education
Harvard University
University of North Carolina at Charlotte - Belk College of Business
Merrill Lynch April 2011 - Present
Merrill Lynch November 2007 - March 2012
Columbia Management 2005 - 2007
Bank of America 2004 - 2005
Banc of America Capital Management 2000 - 2004
Federated Investors 1996 - 1999
Skills
Series 7, Wealth Management, Financial Services, Asset Management, Investments
Education
Harvard University
University of North Carolina at Charlotte - Belk College of Business
Jerry Lynn's Columbia Management Experience November 1999 - May 2006
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Prudential Financial June 2006 - March 2008
Columbia Management November 1999 - May 2006
Sunlife Financial April 1994 - October 1999
Skills
Leadership, Sales, New Business Development, Risk Management, Sales Management, Team Building, Investments, Customer Service, Training, Mutual Funds, Strategic Financial..., Portfolio Management, Retirement Planning
Education
Louisiana State University 1988 — 1990
Graduate School of Banking
Louisiana Tech University 1978 — 1980
BS, Marketing
High School 1973 — 1976
Edward Jones July 2014 - Present
Prudential Financial June 2006 - March 2008
Columbia Management November 1999 - May 2006
Sunlife Financial April 1994 - October 1999
Skills
Leadership, Sales, New Business Development, Risk Management, Sales Management, Team Building, Investments, Customer Service, Training, Mutual Funds, Strategic Financial..., Portfolio Management, Retirement Planning
Education
Louisiana State University 1988 — 1990
Graduate School of Banking
Louisiana Tech University 1978 — 1980
BS, Marketing
High School 1973 — 1976
MS DIANA MARIE SHROPSHIRE-DAVIS's Columbia Management Experience November 2011 - Present
Job Owner Ceo of HillRom/Hillenbrand Batesville Caskets/Hillenbrand Industries Inc.
Industry Government Administration
Experience
Columbia Management November 2011 - Present
COLUMBIA MANAGEMENT & INVESTMENTS INC January 2000 - Present
Montgomery County March 2000 - April 2005
Batesville Casket Co of Batesville, Indiana 46803 March 1976 - March 1979
Skills
Investments, Business Strategy, Customer Relations, Budgeting, Strategic Planning, Private Equity, Marketing Strategy, Financial Planning, Management Consulting, Sales Management, Financial Analysis, Asset Management, Account Management, Mergers, Retail, Social Media, Portfolio Management, Public Speaking, Trading, Financial Modeling, Excel, Accounting, Business Analysis, Word, Product Development, Equities, Venture Capital, Funding, Banking, Marketing Communications, Market Research, Entrepreneurship, Planning, Negotiation, Start-ups, Online Marketing, Microsoft Office, Risk Management, Customer Service, Business Planning, Bargaining
Education
Kansas State University 1975 — 1979
BA, Forencis Science, Mortuary Affairs US Army, Mortuary Intelligence QuarterMaster USMC Captain Major
Columbia Management November 2011 - Present
COLUMBIA MANAGEMENT & INVESTMENTS INC January 2000 - Present
Montgomery County March 2000 - April 2005
Batesville Casket Co of Batesville, Indiana 46803 March 1976 - March 1979
Skills
Investments, Business Strategy, Customer Relations, Budgeting, Strategic Planning, Private Equity, Marketing Strategy, Financial Planning, Management Consulting, Sales Management, Financial Analysis, Asset Management, Account Management, Mergers, Retail, Social Media, Portfolio Management, Public Speaking, Trading, Financial Modeling, Excel, Accounting, Business Analysis, Word, Product Development, Equities, Venture Capital, Funding, Banking, Marketing Communications, Market Research, Entrepreneurship, Planning, Negotiation, Start-ups, Online Marketing, Microsoft Office, Risk Management, Customer Service, Business Planning, Bargaining
Education
Kansas State University 1975 — 1979
BA, Forencis Science, Mortuary Affairs US Army, Mortuary Intelligence QuarterMaster USMC Captain Major
Jamie Germscheid Jamie Germscheid's Columbia Management Experience October 2011 - October 2012
Job General Manager Sales Agronomist at AGRO Resources LLC 21st Century AG
Industry Farming
Experience
AGRO Resources LLC - 21st Century AG August 2012 - Present
Columbia Management October 2011 - October 2012
Ameriprise Financial Services, Inc. January 2010 - October 2011
Ameriprise Financial Services, Inc. May 2007 - January 2010
Receivables Control Corporation June 2006 - November 2006
Skills
Mutual Funds, Investments, Financial Analysis, Asset Managment, Bloomberg, Portfolio Management
Education
Gustavus Adolphus College 2002 — 2006
Financial Economics
AGRO Resources LLC - 21st Century AG August 2012 - Present
Columbia Management October 2011 - October 2012
Ameriprise Financial Services, Inc. January 2010 - October 2011
Ameriprise Financial Services, Inc. May 2007 - January 2010
Receivables Control Corporation June 2006 - November 2006
Skills
Mutual Funds, Investments, Financial Analysis, Asset Managment, Bloomberg, Portfolio Management
Education
Gustavus Adolphus College 2002 — 2006
Financial Economics
Jonathan Tripp's Columbia Management Experience March 2012 - Present
Job Manager Performance Measurement at Columbia Management
Industry Investment Management
Experience
Columbia Management March 2012 - Present
Columbia Management November 2011 - March 2012
OptumInsight October 2006 - November 2011
U.S. Bank 2004 - 2006
Skills
Fixed Income
Education
Carlson School of Management 2009 — 2012
Master of Business Administration (MBA), Finance, General
Gustavus Adolphus College 1999 — 2003
Bachelor of Arts (BA), Financial Economics
Columbia Management March 2012 - Present
Columbia Management November 2011 - March 2012
OptumInsight October 2006 - November 2011
U.S. Bank 2004 - 2006
Skills
Fixed Income
Education
Carlson School of Management 2009 — 2012
Master of Business Administration (MBA), Finance, General
Gustavus Adolphus College 1999 — 2003
Bachelor of Arts (BA), Financial Economics
Joseph Mallen Joseph Mallen's Columbia Management Experience 2012 - 2014
Job Chief Investment Officer at Sawtooth Solutions
Industry Investment Management
Experience
Sawtooth Solutions 2014 - Present
Columbia Management 2012 - 2014
AI Advisors, LLC 2011 - 2012
Mount Yale Capital Group 2007 - 2010
Mount Yale Capital Group 2005 - 2007
Mount Yale Capital Group 2004 - 2005
Skills
Asset Allocation, Investment Management, Alternative Investments, Hedge Funds, Equities, Fixed Income, Quantitative Finance, Quantitative Research, Portfolio Management, Trading, Investments, Financial Modeling, Securities, Mutual Funds, Bonds, Capital Markets, Derivatives, Equity Research, Asset Managment, Fund Of Funds, Investment Strategies, Asset Management, Emerging Markets, Programming, Statistical Arbitrage, SQL, VBA, Bloomberg
Education
London Business School 2010 — 2011
Masters in Finance, Quantitative Finance
University of Minnesota - Carlson School of Management 2002 — 2006
Bachelors of Science in Business, Finance
Sawtooth Solutions 2014 - Present
Columbia Management 2012 - 2014
AI Advisors, LLC 2011 - 2012
Mount Yale Capital Group 2007 - 2010
Mount Yale Capital Group 2005 - 2007
Mount Yale Capital Group 2004 - 2005
Skills
Asset Allocation, Investment Management, Alternative Investments, Hedge Funds, Equities, Fixed Income, Quantitative Finance, Quantitative Research, Portfolio Management, Trading, Investments, Financial Modeling, Securities, Mutual Funds, Bonds, Capital Markets, Derivatives, Equity Research, Asset Managment, Fund Of Funds, Investment Strategies, Asset Management, Emerging Markets, Programming, Statistical Arbitrage, SQL, VBA, Bloomberg
Education
London Business School 2010 — 2011
Masters in Finance, Quantitative Finance
University of Minnesota - Carlson School of Management 2002 — 2006
Bachelors of Science in Business, Finance
Sean MacKay's Columbia Management Experience December 2006 - May 2008
Job Senior Tax Manager
Industry Financial Services
Experience
Fidelity Investments May 2008 - Present
Columbia Management December 2006 - May 2008
Fidelity Investments January 2006 - December 2006
Sonic Software Corporation June 2000 - December 2005
Younology Incorporated December 1999 - April 2000
Skills
Fund Accounting, Tax, Financial Statements, Mutual Funds, Equities, Accounting, Bloomberg, Finance, Securities, Financial Services, Investments, Analysis, Account Reconciliation, Income Tax, Financial Analysis, Financial Reporting, Strategic Financial...
Education
Isenberg School of Management, UMass Amherst 2001 — 2006
Management, Business Administration
University of Massachusetts, Amherst 2001 — 2006
Management, Business Administration
Fidelity Investments May 2008 - Present
Columbia Management December 2006 - May 2008
Fidelity Investments January 2006 - December 2006
Sonic Software Corporation June 2000 - December 2005
Younology Incorporated December 1999 - April 2000
Skills
Fund Accounting, Tax, Financial Statements, Mutual Funds, Equities, Accounting, Bloomberg, Finance, Securities, Financial Services, Investments, Analysis, Account Reconciliation, Income Tax, Financial Analysis, Financial Reporting, Strategic Financial...
Education
Isenberg School of Management, UMass Amherst 2001 — 2006
Management, Business Administration
University of Massachusetts, Amherst 2001 — 2006
Management, Business Administration
David Gullickson David Gullickson's Columbia Management Experience December 1989 - Present
Job Senior Performance Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management December 1989 - Present
Skills
Factset, Access, Portfolio Management, Financial Analysis, Equities, Mutual Funds, Fixed Income, Bloomberg, Process Improvement, Analysis, Budgets, Performance Attribution, Investment Management, Investments, Asset Management, Asset Allocation
Education
Iowa State University
University of Minnesota
Bachelor of Arts (B.A.), Journalism; Accounting
Columbia Management December 1989 - Present
Skills
Factset, Access, Portfolio Management, Financial Analysis, Equities, Mutual Funds, Fixed Income, Bloomberg, Process Improvement, Analysis, Budgets, Performance Attribution, Investment Management, Investments, Asset Management, Asset Allocation
Education
Iowa State University
University of Minnesota
Bachelor of Arts (B.A.), Journalism; Accounting
Peter Malone, CFA's Columbia Management Experience October 2011 - August 2014
Job Manager, Institutional Product and Strategy at Columbia Management
Industry Financial Services
Experience
Columbia Threadneedle Investments, US August 2014 - Present
Columbia Management October 2011 - August 2014
Columbia Management May 2011 - November 2011
Wells Fargo August 2010 - May 2011
Skills
Mutual Funds, Series 7, Asset Management, Portfolio Management, 401k, Retirement Planning, Retirement, Financial Services, Securities, Institutional Sales, Morningstar, FactSet, Equity Capital Markets, Alternative Investments
Education
Providence College 2006 — 2010
Bachelor of Science (BS), Finance, General
Macquarie University 2009 — 2009
Study Abroad Program - Spring Semester 2009, Finance, General
Columbia Threadneedle Investments, US August 2014 - Present
Columbia Management October 2011 - August 2014
Columbia Management May 2011 - November 2011
Wells Fargo August 2010 - May 2011
Skills
Mutual Funds, Series 7, Asset Management, Portfolio Management, 401k, Retirement Planning, Retirement, Financial Services, Securities, Institutional Sales, Morningstar, FactSet, Equity Capital Markets, Alternative Investments
Education
Providence College 2006 — 2010
Bachelor of Science (BS), Finance, General
Macquarie University 2009 — 2009
Study Abroad Program - Spring Semester 2009, Finance, General
Karen L. Roach's Columbia Management Experience November 2000 - September 2004
Job Online Content Development | Communications Consultant | Writer
Industry Financial Services
Experience
Wells Fargo Funds Management December 2006 - October 2010
Evergreen Investments 2006 - 2009
Veritude, a Fidelity Investments company January 2006 - November 2006
Columbia Management November 2000 - September 2004
WGBH January 2000 - May 2000
Harvard University October 1999 - December 1999
Harvard Business School September 1998 - June 1999
Skills
Content Strategy, Editing, Content Management, Marketing, Web Content, Strategy, Web Content Creation, RFP Content and Analysis, Social Media, Content Marketing, Proofreading, Web Content Management, Competitive Analysis, Writing, Vendor Management, Online Marketing, Content Auditing
Education
Vassar College
B.A., English
Emerson College
Certificate, Marketing and Branding
Winsor School
Wells Fargo Funds Management December 2006 - October 2010
Evergreen Investments 2006 - 2009
Veritude, a Fidelity Investments company January 2006 - November 2006
Columbia Management November 2000 - September 2004
WGBH January 2000 - May 2000
Harvard University October 1999 - December 1999
Harvard Business School September 1998 - June 1999
Skills
Content Strategy, Editing, Content Management, Marketing, Web Content, Strategy, Web Content Creation, RFP Content and Analysis, Social Media, Content Marketing, Proofreading, Web Content Management, Competitive Analysis, Writing, Vendor Management, Online Marketing, Content Auditing
Education
Vassar College
B.A., English
Emerson College
Certificate, Marketing and Branding
Winsor School
Sam McGibbon's Columbia Management Experience July 2000 - June 2004
Job Director, Relationship Management at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Sentinel Benefits & Financial Group October 2013 - January 2015
Cammack LaRhette Consulting March 2012 - October 2013
Great-West Retirement Services April 2008 - March 2012
Great-West Retirement Services June 2006 - April 2008
TIAA-CREF June 2004 - June 2006
Columbia Management July 2000 - June 2004
Education
University of Colorado Denver 2002 — 2006
MBA
Metropolitan State College of Denver 1994 — 2000
B.S.
EMPOWER Retirement January 2015 - Present
Sentinel Benefits & Financial Group October 2013 - January 2015
Cammack LaRhette Consulting March 2012 - October 2013
Great-West Retirement Services April 2008 - March 2012
Great-West Retirement Services June 2006 - April 2008
TIAA-CREF June 2004 - June 2006
Columbia Management July 2000 - June 2004
Education
University of Colorado Denver 2002 — 2006
MBA
Metropolitan State College of Denver 1994 — 2000
B.S.
Shane Merriweather's Columbia Management Experience August 2007 - November 2011
Job Fixed Income Portfolio Analyst, Wellington Management Company
Industry Investment Management
Experience
Columbia Management August 2007 - November 2011
Bank of America June 2006 - August 2007
Morgan Stanley May 2005 - August 2005
Education
Indiana University - Kelley School of Business 2002 — 2006
B.S., Business Economics & Public Policy Analysis
NCHS 1998 — 2002
International Baccalaureate
Columbia Management August 2007 - November 2011
Bank of America June 2006 - August 2007
Morgan Stanley May 2005 - August 2005
Education
Indiana University - Kelley School of Business 2002 — 2006
B.S., Business Economics & Public Policy Analysis
NCHS 1998 — 2002
International Baccalaureate
Lillian Flores's Columbia Management Experience July 2013 - January 2014
Job Marketing Consultant at Linguistic Systems, Inc.
Industry Financial Services
Experience
Linguistic Systems, Inc. December 2014 - Present
Columbia Management July 2013 - January 2014
Blue Cross Blue Shield of Massachusetts March 2012 - March 2013
Mercer January 2010 - November 2011
Lewtan Technologies February 2007 - January 2010
OneSource Information Services 2006 - 2007
Lifeline Systems August 2003 - May 2006
Charles River Associates September 2001 - May 2003
Benchmarking Partners November 1998 - May 2001
Scudder Kemper Investments October 1992 - November 1998
Skills
Marketing Communications, Social Media Marketing, Marketing Strategy, Direct Marketing, Competitive Analysis, Online Marketing, Start-ups, Product Marketing, Product Management, Program Management, Project Management, Brand Management, Corporate Communications, Budgets, Event Planning, Business Development, Public Relations, SEO, Lead Generation, CRM, Strategic Planning, Project Planning, New Business Development, Social Media, New Media, Business Strategy, Marketing, Management, Strategic Communications, Copywriting, Marketing Management, Business Planning, Sales, Email Marketing, Strategy, Market Research
Education
Design Management Institute, Boston Massachusetts
Emerson College
Master, Business and Organizational Communications
Harvard University
Marketing Communications, Business to Business Marketing, Business to Consumer Marketing
University of Puerto Rico
Bachelor, Business Administration
University of Puerto Rico
Bachelor of Arts, English Literature
Linguistic Systems, Inc. December 2014 - Present
Columbia Management July 2013 - January 2014
Blue Cross Blue Shield of Massachusetts March 2012 - March 2013
Mercer January 2010 - November 2011
Lewtan Technologies February 2007 - January 2010
OneSource Information Services 2006 - 2007
Lifeline Systems August 2003 - May 2006
Charles River Associates September 2001 - May 2003
Benchmarking Partners November 1998 - May 2001
Scudder Kemper Investments October 1992 - November 1998
Skills
Marketing Communications, Social Media Marketing, Marketing Strategy, Direct Marketing, Competitive Analysis, Online Marketing, Start-ups, Product Marketing, Product Management, Program Management, Project Management, Brand Management, Corporate Communications, Budgets, Event Planning, Business Development, Public Relations, SEO, Lead Generation, CRM, Strategic Planning, Project Planning, New Business Development, Social Media, New Media, Business Strategy, Marketing, Management, Strategic Communications, Copywriting, Marketing Management, Business Planning, Sales, Email Marketing, Strategy, Market Research
Education
Design Management Institute, Boston Massachusetts
Emerson College
Master, Business and Organizational Communications
Harvard University
Marketing Communications, Business to Business Marketing, Business to Consumer Marketing
University of Puerto Rico
Bachelor, Business Administration
University of Puerto Rico
Bachelor of Arts, English Literature
Lalitha Davuluri's Columbia Management Experience November 2007 - Present
Job ManagerPerformance Analytics at Columbia Management
Industry Financial Services
Experience
Columbia Management November 2007 - Present
Bank of America July 2007 - November 2009
State Street/Investors Bank and Trust April 2005 - July 2007
Education
CFA Institute 2011 — 2011
CIPM-Principles, Performance Evaluation, Attribution, Appraisal
Madurai Kamaraj University 1999 — 2002
MCA, Computer Applications
Osmania University 1997 — 1999
Bcom, Commerce, Accounting, and Economics
Columbia Management November 2007 - Present
Bank of America July 2007 - November 2009
State Street/Investors Bank and Trust April 2005 - July 2007
Education
CFA Institute 2011 — 2011
CIPM-Principles, Performance Evaluation, Attribution, Appraisal
Madurai Kamaraj University 1999 — 2002
MCA, Computer Applications
Osmania University 1997 — 1999
Bcom, Commerce, Accounting, and Economics
Bill Poulin's Columbia Management Experience March 2006 - August 2012
Job Investment Product & Marketing Executive
Industry Investment Management
Experience
ProShare Advisors, LLC May 2013 - June 2014
Columbia Management March 2006 - August 2012
Fidelity Investments June 2004 - March 2006
LifeHarbor June 2001 - June 2004
Pioneer Investments January 2001 - November 2001
Putnam Lovell NBF 1998 - 2000
John Hancock Financial Services 1990 - 1998
Skills
Asset Management, Mutual Funds, Mutual Fund Marketing, Institutional Investors, Product Management, Product Development, Product Launch, Product Rationalization, Fund Mergers, Separately Managed..., Variable Annuities, ETFs, UCITS, Hedge Funds, Pricing Strategy, Investment Strategies, Alternative Investments, Equity, Fixed Income, Asset Allocation, Process Improvement, Collateral Production, Sales Presentations, Presenter, Series 24, Series 7, Series 63, Board Relations, Board of Director..., Cross-functional Team..., Coaching, Thought Leadership, Value-add Marketing, Brand Developement, Advertising Management, Marketing, Brand Development, Equities, Asset Managment, Wealth Management, Strategy, Investment Management, Securities, Investment Banking, Fund Of Funds, Investments, Financial Services, Institutional, Investment Advisory
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, International Finance
Keene State College 1978 — 1982
BS, Management
ProShare Advisors, LLC May 2013 - June 2014
Columbia Management March 2006 - August 2012
Fidelity Investments June 2004 - March 2006
LifeHarbor June 2001 - June 2004
Pioneer Investments January 2001 - November 2001
Putnam Lovell NBF 1998 - 2000
John Hancock Financial Services 1990 - 1998
Skills
Asset Management, Mutual Funds, Mutual Fund Marketing, Institutional Investors, Product Management, Product Development, Product Launch, Product Rationalization, Fund Mergers, Separately Managed..., Variable Annuities, ETFs, UCITS, Hedge Funds, Pricing Strategy, Investment Strategies, Alternative Investments, Equity, Fixed Income, Asset Allocation, Process Improvement, Collateral Production, Sales Presentations, Presenter, Series 24, Series 7, Series 63, Board Relations, Board of Director..., Cross-functional Team..., Coaching, Thought Leadership, Value-add Marketing, Brand Developement, Advertising Management, Marketing, Brand Development, Equities, Asset Managment, Wealth Management, Strategy, Investment Management, Securities, Investment Banking, Fund Of Funds, Investments, Financial Services, Institutional, Investment Advisory
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, International Finance
Keene State College 1978 — 1982
BS, Management
Bill Conners's Columbia Management Experience October 2007 - May 2009
Job Strategy Development at Artorius Management
Industry Investment Management
Experience
Artorius Management September 2009 - Present
Columbia Management October 2007 - May 2009
Conners Consulting February 2007 - October 2007
Clinton Group July 2001 - February 2007
Tong Yang Securities America March 2000 - April 2001
Invictus Partners May 1992 - February 2000
Goldman Sachs & Co. December 1982 - May 1992
Skills
Statistical Arbitrage, Trading, Portfolio Management, Equities, Financial Modeling, Statistics, Quantitative Analytics, Optimization, MATLAB, Java, Kdb, Fame, Python, SQL, UNIX, R, APT, Axioma, Excel, Visual Basic, RealTick, Futures, Transaction Costs, Risk Models, Data Bases, Market Neutral Investing, Simulation, Trading Strategies, Project Management, Hedge Funds, Finance, Alternative Investments, Asset Allocation, Analysis, Strategy, Asset Management, Fixed Income, Derivatives, Investment Strategies, Capital Markets, Modeling, Bonds, Financial Markets
Education
Stanford University 1979 — 1981
Masters, Economics
Stanford University Graduate School of Business 1979 — 1981
MBA, Business
Harvard University 1972 — 1977
BA, Economics
Artorius Management September 2009 - Present
Columbia Management October 2007 - May 2009
Conners Consulting February 2007 - October 2007
Clinton Group July 2001 - February 2007
Tong Yang Securities America March 2000 - April 2001
Invictus Partners May 1992 - February 2000
Goldman Sachs & Co. December 1982 - May 1992
Skills
Statistical Arbitrage, Trading, Portfolio Management, Equities, Financial Modeling, Statistics, Quantitative Analytics, Optimization, MATLAB, Java, Kdb, Fame, Python, SQL, UNIX, R, APT, Axioma, Excel, Visual Basic, RealTick, Futures, Transaction Costs, Risk Models, Data Bases, Market Neutral Investing, Simulation, Trading Strategies, Project Management, Hedge Funds, Finance, Alternative Investments, Asset Allocation, Analysis, Strategy, Asset Management, Fixed Income, Derivatives, Investment Strategies, Capital Markets, Modeling, Bonds, Financial Markets
Education
Stanford University 1979 — 1981
Masters, Economics
Stanford University Graduate School of Business 1979 — 1981
MBA, Business
Harvard University 1972 — 1977
BA, Economics
Mindy Frye's Columbia Management Experience December 2012 - February 2014
Job
Industry Investment Management
Experience
Columbia Management December 2012 - February 2014
Columbia Management March 2012 - December 2012
Carlson Companies January 2010 - February 2012
NorthShore Advisors LLC November 2006 - December 2009
NorthShore Advisors LLC January 2004 - October 2006
NorthShore Advisors LLC June 2002 - December 2003
Cargill, Inc. (Fertilizer Division) January 2002 - May 2002
Karl Egge, Inc. September 1999 - May 2002
Wells Fargo June 1999 - December 1999
Skills
Fixed Income, Relationship Management, Asset Management, Strategy, Alternative Investments, Analysis, Analytics, Bloomberg, Business Strategy, Equities, Financial Analysis, Hedge Funds, Investments, Leadership, Management, Marketing, Portfolio Management, Private Equity
Education
University of Minnesota - Carlson School of Management 2005 — 2007
M.A.
Macalester College 1998 — 2002
B.A.
Háskóli Íslands 2000 — 2000
Study Abroad
Edinburg High School
Columbia Management December 2012 - February 2014
Columbia Management March 2012 - December 2012
Carlson Companies January 2010 - February 2012
NorthShore Advisors LLC November 2006 - December 2009
NorthShore Advisors LLC January 2004 - October 2006
NorthShore Advisors LLC June 2002 - December 2003
Cargill, Inc. (Fertilizer Division) January 2002 - May 2002
Karl Egge, Inc. September 1999 - May 2002
Wells Fargo June 1999 - December 1999
Skills
Fixed Income, Relationship Management, Asset Management, Strategy, Alternative Investments, Analysis, Analytics, Bloomberg, Business Strategy, Equities, Financial Analysis, Hedge Funds, Investments, Leadership, Management, Marketing, Portfolio Management, Private Equity
Education
University of Minnesota - Carlson School of Management 2005 — 2007
M.A.
Macalester College 1998 — 2002
B.A.
Háskóli Íslands 2000 — 2000
Study Abroad
Edinburg High School
Bradley Angermeier, CFA, CPA's Columbia Management Experience April 2012 - August 2013
Job Research Analyst at Kornitzer Capital Management, Inc.
Industry Investment Management
Experience
Kornitzer Capital Management, Inc. October 2013 - Present
Columbia Management April 2012 - August 2013
Columbia Management May 2009 - April 2012
Credit Suisse 2008 - 2008
Access Partners, LLC January 2005 - July 2007
Old National Bancorp June 2003 - December 2004
Education
University of Wisconsin-Madison - School of Business 2007 — 2009
MBA, Applied Security Analysis Program
Indiana University - Kelley School of Business 1999 — 2003
B.S., Finance, Accounting
Kornitzer Capital Management, Inc. October 2013 - Present
Columbia Management April 2012 - August 2013
Columbia Management May 2009 - April 2012
Credit Suisse 2008 - 2008
Access Partners, LLC January 2005 - July 2007
Old National Bancorp June 2003 - December 2004
Education
University of Wisconsin-Madison - School of Business 2007 — 2009
MBA, Applied Security Analysis Program
Indiana University - Kelley School of Business 1999 — 2003
B.S., Finance, Accounting
Randy Pope's Columbia Management Experience April 2000 - March 2005
Job Client Service Officer at Boston Financial
Industry Financial Services
Experience
Boston Financial Data Services March 2005 - February 2014
Columbia Management April 2000 - March 2005
Skills
Mutual Funds, Financial Services, Series 6, Series 63, 401k, Relationship Management, Securities, Investments, Series 7, Asset Management, Process Improvement, Risk Management, Business Analysis, Management, Customer Service, Vendor Management
Education
Hartwick College 1995 — 1999
BA, Economics
Boston Financial Data Services March 2005 - February 2014
Columbia Management April 2000 - March 2005
Skills
Mutual Funds, Financial Services, Series 6, Series 63, 401k, Relationship Management, Securities, Investments, Series 7, Asset Management, Process Improvement, Risk Management, Business Analysis, Management, Customer Service, Vendor Management
Education
Hartwick College 1995 — 1999
BA, Economics
Jeff Metivier's Columbia Management Experience December 2006 - March 2009
Job AVP, RFP Production Team Manager at State Street Global Markets
Industry Staffing and Recruiting
Experience
State Street Global Markets November 2013 - Present
Advantage Technical Resourcing July 2009 - November 2013
Columbia Management December 2006 - March 2009
Bank of America 2006 - March 2009
Sovereign Bank 2001 - 2006
Skills
Strategic Planning, Vendor Management, Account Management, Business Development, Recruiting, Program Management, Management, Project Management, Change Management, Leadership, Strategy, Training, CRM, Salesforce.com, Sales, Process Improvement, Technical Recruiting
Education
Ithaca College 1987 — 1992
BA, English
State Street Global Markets November 2013 - Present
Advantage Technical Resourcing July 2009 - November 2013
Columbia Management December 2006 - March 2009
Bank of America 2006 - March 2009
Sovereign Bank 2001 - 2006
Skills
Strategic Planning, Vendor Management, Account Management, Business Development, Recruiting, Program Management, Management, Project Management, Change Management, Leadership, Strategy, Training, CRM, Salesforce.com, Sales, Process Improvement, Technical Recruiting
Education
Ithaca College 1987 — 1992
BA, English
Jim Breeggemann's Columbia Management Experience April 2012 - August 2014
Job Business Operations Manager
Industry Restaurants
Experience
Da Vinci Software August 2014 - Present
Columbia Management April 2012 - August 2014
Nick-N-Willys Pizza April 2009 - March 2012
Piper Jaffray February 2002 - July 2008
Summit Academy OIC July 2000 - February 2002
Target August 1997 - May 2000
Skills
Accounting, Management, Customer Service, Financial Reporting, Microsoft Office, Non-profits, Reconciliation, General Ledger, Word, Microsoft Excel
Education
Minnesota State University, Mankato 1992 — 1997
Bachelor of Science (BS), Accounting
Da Vinci Software August 2014 - Present
Columbia Management April 2012 - August 2014
Nick-N-Willys Pizza April 2009 - March 2012
Piper Jaffray February 2002 - July 2008
Summit Academy OIC July 2000 - February 2002
Target August 1997 - May 2000
Skills
Accounting, Management, Customer Service, Financial Reporting, Microsoft Office, Non-profits, Reconciliation, General Ledger, Word, Microsoft Excel
Education
Minnesota State University, Mankato 1992 — 1997
Bachelor of Science (BS), Accounting
Jason Weinberg, CFA's Columbia Management Experience November 2011 - Present
Job Sr. High Yield Analyst at Columbia Management
Industry Investment Management
Experience
Columbia Management November 2011 - Present
Allstate Investments, LLC April 2007 - November 2011
Allstate Investments, LLC August 2006 - April 2007
Allstate Insurance January 2005 - August 2006
Education
Florida Atlantic University 2000 — 2004
Columbia Management November 2011 - Present
Allstate Investments, LLC April 2007 - November 2011
Allstate Investments, LLC August 2006 - April 2007
Allstate Insurance January 2005 - August 2006
Education
Florida Atlantic University 2000 — 2004
Sandra Hill-Lynch's Columbia Management Experience June 2003 - December 2003
Job Business Communications, Account Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services July 2015 - Present
John Hancock Financial Services April 2014 - June 2015
John Hancock Financial Services October 2010 - April 2014
John Hancock Financial Services October 2008 - September 2010
John Hancock Financial Services March 2006 - October 2008
John Hancock Financial Services January 2005 - March 2006
Boston Financial Data Services June 2004 - December 2004
Boston Financial Data Services December 2003 - June 2004
Columbia Management June 2003 - December 2003
Liberty Mutual June 2002 - June 2003
Skills
Process Improvement, Software Documentation, Training, Customer Service, Financial Services, Microsoft Word, Fixed Annuities, Management, SharePoint, Program Management, Leadership, Project Management, Project Oversight, Budgets, Human Resources, Analysis, Policy, Articulate Studio, System Administration, Business Requirements, Strategic Planning, Negotiation, SharePoint Designer, Employee Training, Data Analysis, Performance Management, Marketing
Education
Merrimack College 1998 — 2002
Bachelor of Arts (BA), Psychology
Mount Saint Joseph's Academy 1994 — 1998
9-12
John Hancock Financial Services July 2015 - Present
John Hancock Financial Services April 2014 - June 2015
John Hancock Financial Services October 2010 - April 2014
John Hancock Financial Services October 2008 - September 2010
John Hancock Financial Services March 2006 - October 2008
John Hancock Financial Services January 2005 - March 2006
Boston Financial Data Services June 2004 - December 2004
Boston Financial Data Services December 2003 - June 2004
Columbia Management June 2003 - December 2003
Liberty Mutual June 2002 - June 2003
Skills
Process Improvement, Software Documentation, Training, Customer Service, Financial Services, Microsoft Word, Fixed Annuities, Management, SharePoint, Program Management, Leadership, Project Management, Project Oversight, Budgets, Human Resources, Analysis, Policy, Articulate Studio, System Administration, Business Requirements, Strategic Planning, Negotiation, SharePoint Designer, Employee Training, Data Analysis, Performance Management, Marketing
Education
Merrimack College 1998 — 2002
Bachelor of Arts (BA), Psychology
Mount Saint Joseph's Academy 1994 — 1998
9-12
William Reinhardt, CFA's Columbia Management Experience November 2013 - November 2014
Job Equity Analyst Columbia Management
Industry Financial Services
Experience
Columbia Threadneedle Investments, US November 2014 - Present
Columbia Management November 2013 - November 2014
Lazard July 2012 - November 2013
Citi Investment Research & Analysis October 2010 - June 2012
Fitch Ratings May 2010 - October 2010
Miller Tabak Roberts Securities, LLC February 2007 - January 2010
JPMorgan November 2005 - February 2007
Skills
Equity Research, Valuation, Equities, Series 7, Investments, FINRA, DCF, High Yield, Fixed Income Analysis, Bloomberg, Financial Modeling, Institutional..., Securities, Portfolio Management, Series 63, Trading Systems, Chartered Financial..., Fundamental Analysis, Capital Markets, Trading, Analysis, Hedge Funds, Alternative Investments, Equity Valuation, Financial Services, Fixed Income, Wealth Management, Bloomberg Terminal, Bonds, Investment Banking, Credit Analysis, Emerging Markets
Education
Kenyon College 2001 — 2005
Bachelor of Arts, Political Science
Avon Old Farms School 1998 — 2001
High School Diploma
Columbia Threadneedle Investments, US November 2014 - Present
Columbia Management November 2013 - November 2014
Lazard July 2012 - November 2013
Citi Investment Research & Analysis October 2010 - June 2012
Fitch Ratings May 2010 - October 2010
Miller Tabak Roberts Securities, LLC February 2007 - January 2010
JPMorgan November 2005 - February 2007
Skills
Equity Research, Valuation, Equities, Series 7, Investments, FINRA, DCF, High Yield, Fixed Income Analysis, Bloomberg, Financial Modeling, Institutional..., Securities, Portfolio Management, Series 63, Trading Systems, Chartered Financial..., Fundamental Analysis, Capital Markets, Trading, Analysis, Hedge Funds, Alternative Investments, Equity Valuation, Financial Services, Fixed Income, Wealth Management, Bloomberg Terminal, Bonds, Investment Banking, Credit Analysis, Emerging Markets
Education
Kenyon College 2001 — 2005
Bachelor of Arts, Political Science
Avon Old Farms School 1998 — 2001
High School Diploma
Glenn Migliozzi, CFA's Columbia Management Experience 1995 - 2001
Job Partner and CoChief Investment Officer at LakeWater Capital LLC
Industry Investment Management
Experience
LakeWater Capital LLC January 2014 - Present
Green Eagle Capital LLC 2004 - January 2014
Northern Trust Global Investments 2002 - 2003
Columbia Management 1995 - 2001
State Street 1992 - 1995
Aetna Life & Casualty 1986 - 1992
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
SM, Finance
University at Albany, SUNY 1977 — 1981
B.S., Economics/Business Administration
Queens College 1978 — 1978
Summer Classes
LakeWater Capital LLC January 2014 - Present
Green Eagle Capital LLC 2004 - January 2014
Northern Trust Global Investments 2002 - 2003
Columbia Management 1995 - 2001
State Street 1992 - 1995
Aetna Life & Casualty 1986 - 1992
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
SM, Finance
University at Albany, SUNY 1977 — 1981
B.S., Economics/Business Administration
Queens College 1978 — 1978
Summer Classes
Daniel Sokolski's Columbia Management Experience 2002 - 2004
Job Vice President at State Street
Industry Financial Services
Experience
State Street January 2005 - Present
Columbia Management 2002 - 2004
Deutsche Bank 2001 - 2002
Kidder Peabody/Paine Webber 1994 - 1999
Education
Fairleigh Dickinson University 1979 — 1981
PHS
State Street January 2005 - Present
Columbia Management 2002 - 2004
Deutsche Bank 2001 - 2002
Kidder Peabody/Paine Webber 1994 - 1999
Education
Fairleigh Dickinson University 1979 — 1981
PHS
James Cortez's Columbia Management Experience March 1996 - March 1997
Job Enterprise/Solution Architect
Industry Computer Software
Experience
Self Employeed July 2015 - Present
Intel Corporation November 2013 - July 2015
Intel Corporation June 2006 - November 2013
Intel Corporation March 1997 - June 2006
Columbia Management March 1996 - March 1997
Wells Fargo March 1993 - March 1996
Skills
Software Development, Agile Methodologies, Software Engineering, Microsoft SQL Server, System Architecture, C#, Enterprise Architecture, Intel, JavaScript, Windows, Linux, MySQL, Integration, Scrum, Software Project..., Cross-functional Team..., Program Management, Cloud Computing, Perl, ASP.NET, ASP.NET MVC, Ajax, Kendo UI, Knockout, AngularJS, SQL Programming, Object Oriented Design, JSON, XML, Apache Cordova, PhoneGap, Enterprise Software, SDLC
Education
Embry-Riddle Aeronautical University 1988 — 1991
Bachelor of Science (BS) in Professional Aeronautics Management
Self Employeed July 2015 - Present
Intel Corporation November 2013 - July 2015
Intel Corporation June 2006 - November 2013
Intel Corporation March 1997 - June 2006
Columbia Management March 1996 - March 1997
Wells Fargo March 1993 - March 1996
Skills
Software Development, Agile Methodologies, Software Engineering, Microsoft SQL Server, System Architecture, C#, Enterprise Architecture, Intel, JavaScript, Windows, Linux, MySQL, Integration, Scrum, Software Project..., Cross-functional Team..., Program Management, Cloud Computing, Perl, ASP.NET, ASP.NET MVC, Ajax, Kendo UI, Knockout, AngularJS, SQL Programming, Object Oriented Design, JSON, XML, Apache Cordova, PhoneGap, Enterprise Software, SDLC
Education
Embry-Riddle Aeronautical University 1988 — 1991
Bachelor of Science (BS) in Professional Aeronautics Management
Naima Hoque's Columbia Management Experience April 1996 - January 2006
Job Analyst at ALM Kennedy Consulting Research & Advisory
Industry Market Research
Experience
ALM Kennedy Consulting Research & Advisory December 2014 - Present
AME Group October 2013 - September 2014
Seacross Global Advisors, LLC May 2008 - December 2009
Fidelity Management & Research January 2006 - March 2008
Columbia Management April 1996 - January 2006
Fidelity Investments May 1994 - April 1996
Skills
Financial Analysis, Investments, Equity Research, Financial Market..., Telecommunications, Emerging Markets, Financial Projection, Modeling, Analysis, Economics, Valuation, Presentations, Equities, Technology, Building Relationships
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
MS, Finance
University of Pennsylvania - The Wharton School 1983 — 1987
BS, Finance
ALM Kennedy Consulting Research & Advisory December 2014 - Present
AME Group October 2013 - September 2014
Seacross Global Advisors, LLC May 2008 - December 2009
Fidelity Management & Research January 2006 - March 2008
Columbia Management April 1996 - January 2006
Fidelity Investments May 1994 - April 1996
Skills
Financial Analysis, Investments, Equity Research, Financial Market..., Telecommunications, Emerging Markets, Financial Projection, Modeling, Analysis, Economics, Valuation, Presentations, Equities, Technology, Building Relationships
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
MS, Finance
University of Pennsylvania - The Wharton School 1983 — 1987
BS, Finance
Debora Clapsaddle's Columbia Management Experience February 2014 - Present
Job Client Administration Analyst | Portfolio Administration & Trust at Columbia Management
Industry Insurance
Experience
Columbia Management February 2014 - Present
Skills
Accountability, Problem Solving, Analytical Skills, Building Relationships, Process Improvement, Process Flow..., Project Support, Project Management, Business Process Mapping, Business Process..., Business Process, Business Analysis, Finance, Customer Service, Vendor Management
Education
Minnesota State University, Mankato
Bachelor of Science (BS)
Columbia Management February 2014 - Present
Skills
Accountability, Problem Solving, Analytical Skills, Building Relationships, Process Improvement, Process Flow..., Project Support, Project Management, Business Process Mapping, Business Process..., Business Process, Business Analysis, Finance, Customer Service, Vendor Management
Education
Minnesota State University, Mankato
Bachelor of Science (BS)
Laura Boring's Columbia Management Experience August 2006 - May 2010
Job Marketing Consultant at Clutch Technologies
Industry Internet
Experience
Clutch Technologies August 2015 - Present
BrightWhistle September 2014 - August 2015
SimpleRelevance January 2013 - September 2014
RentStuff.com October 2011 - November 2012
Vanderbilt University August 2010 - May 2012
Dewberry Capital Corporation June 2011 - August 2011
Columbia Management August 2006 - May 2010
A. Montag & Associates June 2006 - August 2006
Lacoste June 2005 - September 2005
Skills
Market Research, Social Media Marketing, Marketing, Marketing Strategy, Financial Modeling, Entrepreneurship, Financial Analysis, Strategy, Business Strategy, Competitive Analysis, Start-ups, Leadership, Business Development, Program Management, Data Analysis, Strategic Partnerships, Analytics
Education
Vanderbilt University 2010 — 2012
MBA
Furman University 2002 — 2006
BA
Leopold-Franzens Universität Innsbruck 2004 — 2004
Clutch Technologies August 2015 - Present
BrightWhistle September 2014 - August 2015
SimpleRelevance January 2013 - September 2014
RentStuff.com October 2011 - November 2012
Vanderbilt University August 2010 - May 2012
Dewberry Capital Corporation June 2011 - August 2011
Columbia Management August 2006 - May 2010
A. Montag & Associates June 2006 - August 2006
Lacoste June 2005 - September 2005
Skills
Market Research, Social Media Marketing, Marketing, Marketing Strategy, Financial Modeling, Entrepreneurship, Financial Analysis, Strategy, Business Strategy, Competitive Analysis, Start-ups, Leadership, Business Development, Program Management, Data Analysis, Strategic Partnerships, Analytics
Education
Vanderbilt University 2010 — 2012
MBA
Furman University 2002 — 2006
BA
Leopold-Franzens Universität Innsbruck 2004 — 2004
Nicole Buchman Blum's Columbia Management Experience January 2000 - December 2002
Job Financial Services Professional
Industry Financial Services
Experience
Jensen Investment Management February 2003 - April 2008
Columbia Management January 2000 - December 2002
Skills
Equities, Financial Services, Mutual Funds, Investments
Education
John Carroll University 1993 — 1997
BA, Communications
Jensen Investment Management February 2003 - April 2008
Columbia Management January 2000 - December 2002
Skills
Equities, Financial Services, Mutual Funds, Investments
Education
John Carroll University 1993 — 1997
BA, Communications
Jeff Hershey's Columbia Management Experience August 2009 - Present
Job Portfolio Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management August 2009 - Present
MLH Capital LLC February 2007 - January 2009
Awad Asset Management February 1998 - February 2007
First Manhattan Co. 1995 - 1998
Prudential Investment Advisors 1993 - 1995
Skills
Equities, Hedge Funds, Equity Research, Alternative Investments, Portfolio Management, Bloomberg, Valuation Modeling, Asset Allocation, Investment Management, Investment Strategies, Private Equity, Asset Management, Equity Valuation, Fixed Income
Education
Miami University 1989 — 1993
Bachelor of Science, Finance
Columbia Management August 2009 - Present
MLH Capital LLC February 2007 - January 2009
Awad Asset Management February 1998 - February 2007
First Manhattan Co. 1995 - 1998
Prudential Investment Advisors 1993 - 1995
Skills
Equities, Hedge Funds, Equity Research, Alternative Investments, Portfolio Management, Bloomberg, Valuation Modeling, Asset Allocation, Investment Management, Investment Strategies, Private Equity, Asset Management, Equity Valuation, Fixed Income
Education
Miami University 1989 — 1993
Bachelor of Science, Finance
Michele Hallett's Columbia Management Experience April 2010 - Present
Job Director at Columbia Management Investment Services
Industry Financial Services
Experience
Columbia Management April 2010 - Present
Seligman Data Corp January 2006 - January 2011
Seligman Data Corp August 2002 - December 2005
Lincoln National Life February 1998 - August 2002
Skills
Change Management, Management, Mutual Funds
Education
Husson University 2006 — 2008
Assoicate, Business Administration
Columbia Management April 2010 - Present
Seligman Data Corp January 2006 - January 2011
Seligman Data Corp August 2002 - December 2005
Lincoln National Life February 1998 - August 2002
Skills
Change Management, Management, Mutual Funds
Education
Husson University 2006 — 2008
Assoicate, Business Administration
Janice Carter's Columbia Management Experience June 2009 - Present
Job Senior Administrative Assistant at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Management June 2009 - Present
Ameriprise (J.& W. Seligman & Co. Incorporated) October 1981 - July 2010
J. & W. Seligman & Co. Incorporated 1981 - 2008
Education
LaGuardia Community College 1978 — 1981
aas, secretarial science
Columbia Management June 2009 - Present
Ameriprise (J.& W. Seligman & Co. Incorporated) October 1981 - July 2010
J. & W. Seligman & Co. Incorporated 1981 - 2008
Education
LaGuardia Community College 1978 — 1981
aas, secretarial science
Kelly (Clasby) McGurn's Columbia Management Experience February 1997 - October 2000
Job Commercial Effectiveness Manager, Instructional Design at Cubist Pharmaceuticals
Industry Pharmaceuticals
Experience
Cubist Pharmaceuticals October 2014 - Present
Shire October 2014 - October 2014
Shire Pharmaceuticals July 2011 - October 2014
Informa Training Partners 2008 - July 2011
Boston Financial Data Services 2007 - 2008
Columbia Management February 1997 - October 2000
Columbia Management October 1993 - October 1997
Liberty Financial 1992 - 1993
Skills
Training, Pharmaceutical Industry, Project Management, Recruiting, Human Resources, Employee Benefits, Budgets, Product Launch, Selling Skills, Employee Training, Biotechnology, Sales Effectiveness, Pharmaceutical Sales, Cardiology, Cross-functional Team..., Sales, Management
Education
Western Governors University 2014 — 2016
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Massasoit Community College 1990 — 1992
Associates, Travel & Tourism
Cubist Pharmaceuticals October 2014 - Present
Shire October 2014 - October 2014
Shire Pharmaceuticals July 2011 - October 2014
Informa Training Partners 2008 - July 2011
Boston Financial Data Services 2007 - 2008
Columbia Management February 1997 - October 2000
Columbia Management October 1993 - October 1997
Liberty Financial 1992 - 1993
Skills
Training, Pharmaceutical Industry, Project Management, Recruiting, Human Resources, Employee Benefits, Budgets, Product Launch, Selling Skills, Employee Training, Biotechnology, Sales Effectiveness, Pharmaceutical Sales, Cardiology, Cross-functional Team..., Sales, Management
Education
Western Governors University 2014 — 2016
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Massasoit Community College 1990 — 1992
Associates, Travel & Tourism
Debra Crosse's Columbia Management Experience 2002 - 2004
Job Executive Assistant
Industry Financial Services
Experience
CME Group August 2004 - April 2015
Columbia Management 2002 - 2004
Columbia Management 2000 - 2001
Skills
Microsoft Excel, Leadership, Microsoft Word, Microsoft Office, Bookkeeping, MOS, Visio, PowerPoint, Business Analysis, System Administration, Windows, Process Improvement, Disaster Recovery, Change Management, Management, Risk Management, Software Documentation, Project Management, Banking, Vendor Management, Data Center, Integration, Customer Service, SDLC, Program Management, Unix
Education
Joliet Junior College 2004 — 2013
Certificate in Accounting, Accounting
Fox College Inc 1986 — 1987
Certificate, Professional Secretary
CME Group August 2004 - April 2015
Columbia Management 2002 - 2004
Columbia Management 2000 - 2001
Skills
Microsoft Excel, Leadership, Microsoft Word, Microsoft Office, Bookkeeping, MOS, Visio, PowerPoint, Business Analysis, System Administration, Windows, Process Improvement, Disaster Recovery, Change Management, Management, Risk Management, Software Documentation, Project Management, Banking, Vendor Management, Data Center, Integration, Customer Service, SDLC, Program Management, Unix
Education
Joliet Junior College 2004 — 2013
Certificate in Accounting, Accounting
Fox College Inc 1986 — 1987
Certificate, Professional Secretary
Terence Shea, AIF®, CIMA®'s Columbia Management Experience August 2005 - March 2009
Job Managing Director
Industry Financial Services
Experience
John Hancock Investments March 2010 - Present
Columbia Management August 2005 - March 2009
Columbia Management May 2002 - August 2005
Columbia Management July 2000 - May 2002
Columbia Management July 1998 - July 2000
Putnam Investments 1994 - 1998
Skills
Investment Strategies
Education
Harvard University 1990 — 1994
BA, History
Phillips Exeter Academy 1989 — 1990
Scituate High School 1986 — 1989
John Hancock Investments March 2010 - Present
Columbia Management August 2005 - March 2009
Columbia Management May 2002 - August 2005
Columbia Management July 2000 - May 2002
Columbia Management July 1998 - July 2000
Putnam Investments 1994 - 1998
Skills
Investment Strategies
Education
Harvard University 1990 — 1994
BA, History
Phillips Exeter Academy 1989 — 1990
Scituate High School 1986 — 1989
Brian McGreevy's Columbia Management Experience December 1994 - Present
Job Portfolio Manager at Columbia Management
Industry Financial Services
Experience
Columbia Management December 1994 - Present
Smith Barney 1991 - 1994
Shawmut Bank June 1984 - September 1987
Skills
Fixed Income, Portfolio Management, Mutual Funds, Municipal, Asset Management, Tax-advantaged..., High Net Worth...
Education
Harvard University 2003 — 2009
MLA, Management- Extension Studies
University of Massachusetts Dartmouth 1975 — 1979
BS, Finance
Columbia Management December 1994 - Present
Smith Barney 1991 - 1994
Shawmut Bank June 1984 - September 1987
Skills
Fixed Income, Portfolio Management, Mutual Funds, Municipal, Asset Management, Tax-advantaged..., High Net Worth...
Education
Harvard University 2003 — 2009
MLA, Management- Extension Studies
University of Massachusetts Dartmouth 1975 — 1979
BS, Finance
Susan Schiffer Yates's Columbia Management Experience November 2007 - May 2010
Job Senior Vice President, Corporate Communications at Bank of America
Industry Financial Services
Experience
Bank of America, Global Marketing & Corporate Affairs June 2014 - Present
Bank of America, Global Marketing & Corporte Affairs May 2011 - June 2014
Bank of America, Global Marketing & Corporate Affairs May 2010 - May 2011
Columbia Management November 2007 - May 2010
Columbia Management February 2007 - November 2007
Columbia Management November 2004 - February 2007
Fleet Boston January 2003 - November 2004
Liberty Financial Group January 2002 - January 2003
Liberty Financial Group September 1999 - January 2003
Liberty Financial Group April 1997 - September 1999
Skills
Mutual Funds, Investments, Asset Allocation, Alternative Investments, Relationship Management, Financial Services, Securities, Project Management, Asset Management, Fixed Income, Equities, Hedge Funds, Banking, Marketing, Portfolio Management, Risk Management, Wealth Management, Capital Markets, Asset Managment
Education
Harvard University 1990 — 1992
Certificate of Management and Administration, Business Administration and Management, General, 3.7
Mount Holyoke College 1982 — 1986
A.B., International Relations, 3.3
Bank of America, Global Marketing & Corporate Affairs June 2014 - Present
Bank of America, Global Marketing & Corporte Affairs May 2011 - June 2014
Bank of America, Global Marketing & Corporate Affairs May 2010 - May 2011
Columbia Management November 2007 - May 2010
Columbia Management February 2007 - November 2007
Columbia Management November 2004 - February 2007
Fleet Boston January 2003 - November 2004
Liberty Financial Group January 2002 - January 2003
Liberty Financial Group September 1999 - January 2003
Liberty Financial Group April 1997 - September 1999
Skills
Mutual Funds, Investments, Asset Allocation, Alternative Investments, Relationship Management, Financial Services, Securities, Project Management, Asset Management, Fixed Income, Equities, Hedge Funds, Banking, Marketing, Portfolio Management, Risk Management, Wealth Management, Capital Markets, Asset Managment
Education
Harvard University 1990 — 1992
Certificate of Management and Administration, Business Administration and Management, General, 3.7
Mount Holyoke College 1982 — 1986
A.B., International Relations, 3.3
Nathaniel Liddle's Columbia Management Experience April 2009 - Present
Job Fixed Income Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management April 2009 - Present
Pine River Capital Management February 2007 - December 2008
Goldsmith Agio Helms & Lynner, LLC March 2004 - October 2006
UBS Investment Bank October 2002 - October 2003
Education
University of Cambridge 2002 — 2003
Certificate of International Business Practice
Gustavus Adolphus College 1998 — 2002
BA, International Management
Columbia Management April 2009 - Present
Pine River Capital Management February 2007 - December 2008
Goldsmith Agio Helms & Lynner, LLC March 2004 - October 2006
UBS Investment Bank October 2002 - October 2003
Education
University of Cambridge 2002 — 2003
Certificate of International Business Practice
Gustavus Adolphus College 1998 — 2002
BA, International Management
Frank Kimball's Columbia Management Experience May 2004 - 2014
Job Financial Service Industry Executive
Industry Financial Services
Experience
North Highland February 2015 - Present
Columbia Management May 2004 - 2014
Quick & Reilly 2000 - 2002
Bank of America formerly FleetBoston 1998 - 2000
Bank of America formerly FleetBoston 1993 - 1998
Skills
Leadership, Business Strategy, Team Leadership, Change Management, Strategic Planning, Risk Management, FINRA, Business Process..., Financial Services, Asset Managment, Brokerage, Strategy, consulting, Finance, Investments, Salesforce.com, Wealth Management, Portfolio Management, Retirement Planning, Investment Advisory, Wealth Management..., Securities, Equities, ETFs, Bonds, Investment Management, Separately Managed..., Mutual Funds, Series 7, Series 65, Series 24, Fixed Income
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Finance / Accounting
Manhattanville College
BA, Economics / Mathematics
Chelmsford High School
North Highland February 2015 - Present
Columbia Management May 2004 - 2014
Quick & Reilly 2000 - 2002
Bank of America formerly FleetBoston 1998 - 2000
Bank of America formerly FleetBoston 1993 - 1998
Skills
Leadership, Business Strategy, Team Leadership, Change Management, Strategic Planning, Risk Management, FINRA, Business Process..., Financial Services, Asset Managment, Brokerage, Strategy, consulting, Finance, Investments, Salesforce.com, Wealth Management, Portfolio Management, Retirement Planning, Investment Advisory, Wealth Management..., Securities, Equities, ETFs, Bonds, Investment Management, Separately Managed..., Mutual Funds, Series 7, Series 65, Series 24, Fixed Income
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Finance / Accounting
Manhattanville College
BA, Economics / Mathematics
Chelmsford High School
Christopher Van Slyke's Columbia Management Experience October 2012 - November 2013
Job Controller Manager Budgeting and Control
Industry Insurance
Experience
Homesite Insurance August 2015 - Present
Deloitte November 2013 - August 2015
Columbia Management October 2012 - November 2013
JPMorgan September 2007 - October 2012
State Street 2005 - 2007
State Street 2004 - 2005
Skills
Financial Analysis, Bloomberg, Excel, Word, PowerPoint, Customer Relations, Accounting, Financial Modeling, Equities, Investments, Budgeting, Research, Risk Management, Valuation, Financial Reporting, Portfolio Management, Access, Microsoft Office, Analysis, Process Improvement, Fixed Income, Banking, Derivatives, Compliance, Hedge Funds, Securities, Asset Management, Corporate Finance, Cash Flow, Mergers, Problem Solving, Customer Service, Outlook, Data Analysis, Pricing, Auditing, Mutual Funds, Risk, Financial Services, Capital Markets, Microsoft Excel, Bloomberg Terminal
Education
Ithaca College
B.S., Applied Economics
Suffolk University - Sawyer School of Management
M.S., Finance
Homesite Insurance August 2015 - Present
Deloitte November 2013 - August 2015
Columbia Management October 2012 - November 2013
JPMorgan September 2007 - October 2012
State Street 2005 - 2007
State Street 2004 - 2005
Skills
Financial Analysis, Bloomberg, Excel, Word, PowerPoint, Customer Relations, Accounting, Financial Modeling, Equities, Investments, Budgeting, Research, Risk Management, Valuation, Financial Reporting, Portfolio Management, Access, Microsoft Office, Analysis, Process Improvement, Fixed Income, Banking, Derivatives, Compliance, Hedge Funds, Securities, Asset Management, Corporate Finance, Cash Flow, Mergers, Problem Solving, Customer Service, Outlook, Data Analysis, Pricing, Auditing, Mutual Funds, Risk, Financial Services, Capital Markets, Microsoft Excel, Bloomberg Terminal
Education
Ithaca College
B.S., Applied Economics
Suffolk University - Sawyer School of Management
M.S., Finance
Kimberley Paris's Columbia Management Experience July 2002 - December 2007
Job Merrill Lynch Impact Investing Director
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
Merrill Lynch March 2009 - June 2015
Bank of America December 2007 - March 2009
Columbia Management July 2002 - December 2007
Credit Suisse Asset Management July 2001 - July 2002
BNP Paribas June 2000 - July 2001
Phillips & Drew International Investments June 1997 - May 2000
GC Services September 1994 - May 1997
MTV Networks May 1990 - September 1994
Skills
Mutual Funds, Product Management, Series 7, Strategy, Competitive Analysis, Leadership, Alternative Investments
Education
Gettysburg College 1986 — 1990
Bachelor of Liberal Arts, Fine Arts
Pocono Mountain Senior High School 1982 — 1986
Merrill Lynch June 2015 - Present
Merrill Lynch March 2009 - June 2015
Bank of America December 2007 - March 2009
Columbia Management July 2002 - December 2007
Credit Suisse Asset Management July 2001 - July 2002
BNP Paribas June 2000 - July 2001
Phillips & Drew International Investments June 1997 - May 2000
GC Services September 1994 - May 1997
MTV Networks May 1990 - September 1994
Skills
Mutual Funds, Product Management, Series 7, Strategy, Competitive Analysis, Leadership, Alternative Investments
Education
Gettysburg College 1986 — 1990
Bachelor of Liberal Arts, Fine Arts
Pocono Mountain Senior High School 1982 — 1986
Phil Carty,'s Columbia Management Experience December 2004 - Present
Job Municipal Bond Trader at Columbia Management
Industry Financial Services
Experience
Columbia Management December 2004 - Present
Mellon Private Wealth Management 1998 - 2004
Education
Hobart and William Smith Colleges
BA, English
Columbia Management December 2004 - Present
Mellon Private Wealth Management 1998 - 2004
Education
Hobart and William Smith Colleges
BA, English
Lynne Macolini's Columbia Management Experience January 2014 - Present
Job Independent Travel Planner with Fairytale Journeys by Lynne & Customer Service Representative at Columbia Management
Industry Financial Services
Experience
Fairytale Journeys by Lynne April 2013 - Present
Columbia Management January 2014 - Present
GL Advisor April 2011 - March 2013
Brown Brothers Harriman 2007 - 2008
State Street Bank December 2000 - December 2007
Skills
Fixed Income, Marketing, Event Management, Mutual Funds, Microsoft Excel, Investments, Portfolio Management, Social Media, Equities, Microsoft Word, Team Building, Customer Service
Education
Kaplan Series 6 & 63 2014 — 2014
Series 6 & Series 63 Licensing
Lesley University 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
University of Massachusetts, Amherst
Fairytale Journeys by Lynne April 2013 - Present
Columbia Management January 2014 - Present
GL Advisor April 2011 - March 2013
Brown Brothers Harriman 2007 - 2008
State Street Bank December 2000 - December 2007
Skills
Fixed Income, Marketing, Event Management, Mutual Funds, Microsoft Excel, Investments, Portfolio Management, Social Media, Equities, Microsoft Word, Team Building, Customer Service
Education
Kaplan Series 6 & 63 2014 — 2014
Series 6 & Series 63 Licensing
Lesley University 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
University of Massachusetts, Amherst
Lawson E. Purvis's Columbia Management Experience 1999 - 2005
Job Assistant Manager Participant Services at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial April 2015 - Present
Great-West Financial June 2012 - April 2015
Great-West Financial November 2009 - June 2012
Dish Network April 2009 - November 2009
OppenheimerFunds 2006 - 2009
Columbia Management 1999 - 2005
Columbia Management 1997 - 1999
Skills
Qualified Retirement..., IRAs, Relationship Management, Mutual Funds, Customer Service, Coaching, Performance Management, Operations Management, Supervisory Skills, 401k, Financial Services, Retirement, Training, Analysis, Leadership, Management, Investments, Series 6, Series 63, Call Centers
Education
Metropolitan State University of Denver
B.S., Business Management
Great-West Financial April 2015 - Present
Great-West Financial June 2012 - April 2015
Great-West Financial November 2009 - June 2012
Dish Network April 2009 - November 2009
OppenheimerFunds 2006 - 2009
Columbia Management 1999 - 2005
Columbia Management 1997 - 1999
Skills
Qualified Retirement..., IRAs, Relationship Management, Mutual Funds, Customer Service, Coaching, Performance Management, Operations Management, Supervisory Skills, 401k, Financial Services, Retirement, Training, Analysis, Leadership, Management, Investments, Series 6, Series 63, Call Centers
Education
Metropolitan State University of Denver
B.S., Business Management
William Hite, CFA's Columbia Management Experience October 2012 - March 2015
Job at
Industry Investment Banking
Experience
Tekla Capital Management March 2015 - Present
Columbia Management October 2012 - March 2015
Lazard Capital Markets April 2012 - October 2012
Lazard Capital Markets 2010 - April 2012
Leerink Swann 2005 - 2010
Skills
Equity Research, Valuation, Equities, Investment Banking, Financial Modeling, Capital Markets, Bloomberg, Hedge Funds, Investments, Series 7, Corporate Finance, Venture Capital, Fixed Income, Portfolio Management, Series 63, Asset Managment, Equity Valuation, Financial Analysis
Education
Ithaca College 2000 — 2004
Bachelor of Science (BS), Orgnaizational Communication Learning and Design
Tekla Capital Management March 2015 - Present
Columbia Management October 2012 - March 2015
Lazard Capital Markets April 2012 - October 2012
Lazard Capital Markets 2010 - April 2012
Leerink Swann 2005 - 2010
Skills
Equity Research, Valuation, Equities, Investment Banking, Financial Modeling, Capital Markets, Bloomberg, Hedge Funds, Investments, Series 7, Corporate Finance, Venture Capital, Fixed Income, Portfolio Management, Series 63, Asset Managment, Equity Valuation, Financial Analysis
Education
Ithaca College 2000 — 2004
Bachelor of Science (BS), Orgnaizational Communication Learning and Design
Paul Berlinguet's Columbia Management Experience July 2008 - June 2015
Job Vice President Head of Equity Client Portfolio Management at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US June 2015 - Present
Columbia Management July 2008 - June 2015
Columbia Management October 2003 - July 2008
John Hancock Life Insurance Company (U.S.A.) 2000 - 2003
Baring Asset Management May 1989 - 2000
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Competitive Analysis, Financial Analysis, Series 7, Securities, Forecasting, Financial Advisory, Analysis, Leadership, Risk Management, Product Management
Education
Lesley University 1992 — 1996
MSM, Management
Suffolk University - Sawyer Business School 1983 — 1986
BSBA, Management/Marketing
Columbia Threadneedle Investments, US June 2015 - Present
Columbia Management July 2008 - June 2015
Columbia Management October 2003 - July 2008
John Hancock Life Insurance Company (U.S.A.) 2000 - 2003
Baring Asset Management May 1989 - 2000
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Competitive Analysis, Financial Analysis, Series 7, Securities, Forecasting, Financial Advisory, Analysis, Leadership, Risk Management, Product Management
Education
Lesley University 1992 — 1996
MSM, Management
Suffolk University - Sawyer Business School 1983 — 1986
BSBA, Management/Marketing
Jayson Licciardo's Columbia Management Experience September 2007 - July 2015
Job Regulatory Compliance & Governance
Industry Banking
Experience
Santander Bank, N.A. July 2015 - Present
Columbia Management September 2007 - July 2015
Columbia Management October 2006 - September 2007
Columbia Management April 2006 - October 2006
John Hancock March 2000 - April 2004
Skills
Compliance, Governance, CAMS, AML, USA PATRIOT Act, KYC, Fraud, CDD, Operational Risk..., Red Flags, Project Management, Process Improvement, 38a-1, Blue Sky, FATCA, Complaint Management, Financial Services
Education
Massachusetts College of Liberal Arts 1995 — 1999
Bachelor's degree
Santander Bank, N.A. July 2015 - Present
Columbia Management September 2007 - July 2015
Columbia Management October 2006 - September 2007
Columbia Management April 2006 - October 2006
John Hancock March 2000 - April 2004
Skills
Compliance, Governance, CAMS, AML, USA PATRIOT Act, KYC, Fraud, CDD, Operational Risk..., Red Flags, Project Management, Process Improvement, 38a-1, Blue Sky, FATCA, Complaint Management, Financial Services
Education
Massachusetts College of Liberal Arts 1995 — 1999
Bachelor's degree
Michelle Geloran's Columbia Management Experience 2008 - 2010
Job Education Rep. at EOS CCA
Industry Marketing and Advertising
Experience
EOS CCA April 2013 - Present
ECS/Bank of America July 2010 - February 2012
Columbia Management 2008 - 2010
Vantage Deluxe World Travel 2006 - 2007
Scudder Investments 1994 - 1996
Harte-Hanks, Inc. 1989 - 1996
Tech Mar 1993 - 1995
Skills
Microsoft Office, AS400, Fulfillment Operations, Database Management, Inventory Management, Financial Management, Legal Print Producton, Customer Service, Postal Regulations, Invoice Processing, Premiums, IBM iSeries, Fulfillment Services, Database Admin, Insurance, Managerial Finance, Direct Mail, Direct Marketing, CRM, Sales, Marketing, Email Marketing, Salesforce.com, Database Marketing, Lead Generation, E-commerce, Vendor Management, Call Centers, Process Improvement, Integrated Marketing, Marketing Communications, Advertising, Cold Calling, Account Management, Analytics, B2B, Management, Marketing Strategy, Social Media Marketing, Time Management
Education
Middlesex Community College 1973 — 1975
Assoc., Liberal Arts
Wayland High School 1969 — 1973
Liberal Arts
EOS CCA April 2013 - Present
ECS/Bank of America July 2010 - February 2012
Columbia Management 2008 - 2010
Vantage Deluxe World Travel 2006 - 2007
Scudder Investments 1994 - 1996
Harte-Hanks, Inc. 1989 - 1996
Tech Mar 1993 - 1995
Skills
Microsoft Office, AS400, Fulfillment Operations, Database Management, Inventory Management, Financial Management, Legal Print Producton, Customer Service, Postal Regulations, Invoice Processing, Premiums, IBM iSeries, Fulfillment Services, Database Admin, Insurance, Managerial Finance, Direct Mail, Direct Marketing, CRM, Sales, Marketing, Email Marketing, Salesforce.com, Database Marketing, Lead Generation, E-commerce, Vendor Management, Call Centers, Process Improvement, Integrated Marketing, Marketing Communications, Advertising, Cold Calling, Account Management, Analytics, B2B, Management, Marketing Strategy, Social Media Marketing, Time Management
Education
Middlesex Community College 1973 — 1975
Assoc., Liberal Arts
Wayland High School 1969 — 1973
Liberal Arts
Tom Galvin's Columbia Management Experience Lead Portfolio ManagerColumbia Select Large Cap Growth Fund2003 - Present
Job Lead Portfolio Manager at Columbia Management
Industry Financial Services
Experience
Columbia Management Lead Portfolio ManagerColumbia Select Large Cap Growth Fund2003 - Present
Donaldson, Lufkin & Jenrette 1998 - 2002
Education
Georgetown University - The McDonough School of Business
Bachelor’s Degree, Finance, General
Columbia Management Lead Portfolio ManagerColumbia Select Large Cap Growth Fund2003 - Present
Donaldson, Lufkin & Jenrette 1998 - 2002
Education
Georgetown University - The McDonough School of Business
Bachelor’s Degree, Finance, General
Ryan Behrends, CFA's Columbia Management Experience July 1998 - Present
Job Director Subadvisor Selection at Columbia Management
Industry Investment Management
Experience
Columbia Management July 1998 - Present
Skills
Mutual Funds, Investments, Equities, Alternative Investments, Fixed Income, Series 7, Securities, Asset Allocation, Asset Management, Series 63, Manager Research, Separately Managed..., Wealth Management, Portfolio Management
Education
Minnesota State University, Mankato 1987 — 1991
BS, Finance, Management
Columbia Management July 1998 - Present
Skills
Mutual Funds, Investments, Equities, Alternative Investments, Fixed Income, Series 7, Securities, Asset Allocation, Asset Management, Series 63, Manager Research, Separately Managed..., Wealth Management, Portfolio Management
Education
Minnesota State University, Mankato 1987 — 1991
BS, Finance, Management
Patrick LeBlanc's Columbia Management Experience June 2003 - October 2006
Job Regional Director
Industry Financial Services
Experience
Wells Fargo Advantage Funds October 2006 - Present
Evergreen Investments 2006 - 2009
Columbia Management June 2003 - October 2006
Skills
Series 7, Series 65, Series 24, Mutual Funds, Sales, Series 63, Investments, Asset Allocation, Asset Management
Education
Hamilton College 1997 — 2001
BA, English Literature and Creative Writing
Wells Fargo Advantage Funds October 2006 - Present
Evergreen Investments 2006 - 2009
Columbia Management June 2003 - October 2006
Skills
Series 7, Series 65, Series 24, Mutual Funds, Sales, Series 63, Investments, Asset Allocation, Asset Management
Education
Hamilton College 1997 — 2001
BA, English Literature and Creative Writing
Joshua B. Gist's Columbia Management Experience March 2007 - January 2011
Job Investment Management
Industry Investment Banking
Experience
YP formerly AT&T Advertising Solutions April 2013 - December 2013
Melrose Public Schools July 2012 - October 2012
Auriga USA, LLC January 2011 - July 2012
Columbia Management March 2007 - January 2011
Countrywide November 2005 - June 2006
Cantor Fitzgerald April 2002 - June 2005
Skills
Series 7, Series 63, series 66, Morningstar, Intex, Microsoft Excel, Bloomberg, Hedge Funds, Securities, MBS, Uniform Combined State..., Fixed Income, Investments, Capital Markets, Banking, Mutual Funds, Derivatives, Equities, Asset Management, Bonds, Alternative Investments, Portfolio Management, Trading
Education
Merrimack College 1998 — 2001
BA, Finance
Austin Preparatory School 1994 — 1997
HS Diploma, H.S. Diploma
YP formerly AT&T Advertising Solutions April 2013 - December 2013
Melrose Public Schools July 2012 - October 2012
Auriga USA, LLC January 2011 - July 2012
Columbia Management March 2007 - January 2011
Countrywide November 2005 - June 2006
Cantor Fitzgerald April 2002 - June 2005
Skills
Series 7, Series 63, series 66, Morningstar, Intex, Microsoft Excel, Bloomberg, Hedge Funds, Securities, MBS, Uniform Combined State..., Fixed Income, Investments, Capital Markets, Banking, Mutual Funds, Derivatives, Equities, Asset Management, Bonds, Alternative Investments, Portfolio Management, Trading
Education
Merrimack College 1998 — 2001
BA, Finance
Austin Preparatory School 1994 — 1997
HS Diploma, H.S. Diploma
Mike Hogan, CIMA's Columbia Management Experience February 2008 - October 2013
Job Managing Director at Curex Group Holdings, LLC
Industry Capital Markets
Experience
Curex Group Holdings, LLC October 2013 - Present
Columbia Management February 2008 - October 2013
BlackRock October 2002 - February 2008
Pimco/Allianz September 2001 - October 2002
Skills
Separately Managed..., Mutual Funds, Asset Allocation, Series 7, Investments, Fixed Income, Financial Services, Series 63, Alternative Investments, ETFs, Series 24, Investment Strategies, FINRA, Securities, Investment Advisory, Wealth Management
Education
Monmouth University 1987 — 1997
BS and MBA, Finance/Marketing/Management
Curex Group Holdings, LLC October 2013 - Present
Columbia Management February 2008 - October 2013
BlackRock October 2002 - February 2008
Pimco/Allianz September 2001 - October 2002
Skills
Separately Managed..., Mutual Funds, Asset Allocation, Series 7, Investments, Fixed Income, Financial Services, Series 63, Alternative Investments, ETFs, Series 24, Investment Strategies, FINRA, Securities, Investment Advisory, Wealth Management
Education
Monmouth University 1987 — 1997
BS and MBA, Finance/Marketing/Management
John O'Bannon, CIMA®'s Columbia Management Experience April 2006 - April 2010
Job Director, RIA/Consultant Division Prudential Investments, LLC
Industry Financial Services
Experience
Prudential Investments February 2012 - Present
Akre Capital Management, LLC April 2010 - February 2012
Columbia Management April 2006 - April 2010
Paychex June 2005 - 2006
Skills
Mutual Funds, Management, Alternative Investments, Investments, Wealth Management, Series 7, Sales
Education
Gettysburg College 2000 — 2004
BA, Management
Prudential Investments February 2012 - Present
Akre Capital Management, LLC April 2010 - February 2012
Columbia Management April 2006 - April 2010
Paychex June 2005 - 2006
Skills
Mutual Funds, Management, Alternative Investments, Investments, Wealth Management, Series 7, Sales
Education
Gettysburg College 2000 — 2004
BA, Management
Adrian Ferreyra's Columbia Management Experience April 2008 - March 2009
Job Senior Investment Accountant
Industry Accounting
Experience
BNY Mellon December 2009 - Present
Columbia Management April 2008 - March 2009
Investors Bank and Trust 2007 - 2008
State Street 2007 - 2008
Best Buy 2004 - 2007
Education
Framingham State University
BNY Mellon December 2009 - Present
Columbia Management April 2008 - March 2009
Investors Bank and Trust 2007 - 2008
State Street 2007 - 2008
Best Buy 2004 - 2007
Education
Framingham State University
Patrick Scanlon's Columbia Management Experience April 2010 - October 2013
Job Associate Director Institutional Sales at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments April 2014 - Present
EnerNOC October 2013 - April 2014
Columbia Management April 2010 - October 2013
Eaton Vance July 2007 - April 2010
Skills
Series 7, Salesforce.com
Education
Gettysburg College 2003 — 2007
Bachelor of Arts, Management
John Hancock Investments April 2014 - Present
EnerNOC October 2013 - April 2014
Columbia Management April 2010 - October 2013
Eaton Vance July 2007 - April 2010
Skills
Series 7, Salesforce.com
Education
Gettysburg College 2003 — 2007
Bachelor of Arts, Management
Wendy Bott's Columbia Management Experience March 1999 - September 2006
Job QA Specialist at Standard Insurance Group, Annuities
Industry Insurance
Experience
The Standard March 2006 - Present
Columbia Management March 1999 - September 2006
Micro Power Electronics July 1997 - January 1999
Best Western, Hallmark Inn January 1997 - June 1997
The Phoenician Resort June 1993 - December 1996
The Phoenician Resort May 1988 - August 1990
Sheraton Crescent Hotel December 1986 - May 1988
Fred Astaire Dance Studio September 1986 - December 1986
City of Glendale AZ May 1984 - August 1986
Skills
Customer Service, Documentation, Process Improvement, Annuities, Problem Solving, Desktop Publishing, Event Planning, Event Management, Procurement, Telephone Skills, Imaging, Scouting, First Aid, Team Coordination, Fixed Annuities, Software Documentation, Troubleshooting, Product Development, Team Building, Quality Assurance, Manufacturing, 401k, Management, Vendor Management, Training, Insurance, Digital Imaging, Defined Benefit
Education
Northern Arizona University 1990 — 1993
BS, Hotel and Restaurant Management
Glendale Community College 1984 — 1987
Associates, General Studies
The Standard March 2006 - Present
Columbia Management March 1999 - September 2006
Micro Power Electronics July 1997 - January 1999
Best Western, Hallmark Inn January 1997 - June 1997
The Phoenician Resort June 1993 - December 1996
The Phoenician Resort May 1988 - August 1990
Sheraton Crescent Hotel December 1986 - May 1988
Fred Astaire Dance Studio September 1986 - December 1986
City of Glendale AZ May 1984 - August 1986
Skills
Customer Service, Documentation, Process Improvement, Annuities, Problem Solving, Desktop Publishing, Event Planning, Event Management, Procurement, Telephone Skills, Imaging, Scouting, First Aid, Team Coordination, Fixed Annuities, Software Documentation, Troubleshooting, Product Development, Team Building, Quality Assurance, Manufacturing, 401k, Management, Vendor Management, Training, Insurance, Digital Imaging, Defined Benefit
Education
Northern Arizona University 1990 — 1993
BS, Hotel and Restaurant Management
Glendale Community College 1984 — 1987
Associates, General Studies
Jim Carlen's Columbia Management Experience March 1996 - Present
Job Portfolio Manager at Columbia Management
Industry Financial Services
Experience
Columbia Management March 1996 - Present
United State Treasury 1992 - 1996
Skills
Portfolio Management, Investments, Fixed Income, Asset Management, Financial Analysis, Bloomberg, Valuation, Credit, Capital Markets, Mutual Funds
Education
Georgetown University 1990 — 1992
MS, Foreign Service, International Economics
University of St. Thomas 1988 — 1990
Bachelor of Science (BS), Development Economics and International Development
Columbia Management March 1996 - Present
United State Treasury 1992 - 1996
Skills
Portfolio Management, Investments, Fixed Income, Asset Management, Financial Analysis, Bloomberg, Valuation, Credit, Capital Markets, Mutual Funds
Education
Georgetown University 1990 — 1992
MS, Foreign Service, International Economics
University of St. Thomas 1988 — 1990
Bachelor of Science (BS), Development Economics and International Development
James Waters, CFA's Columbia Management Experience January 2011 - December 2013
Job Analyst at Nyes Ledge Capital Management, LLC
Industry Financial Services
Experience
Nyes Ledge Capital Management, LLC January 2014 - Present
Columbia Management January 2011 - December 2013
Columbia Management January 2011 - September 2011
City Year August 2009 - August 2010
EPFR Global May 2008 - August 2008
Skills
Financial Analysis, Data Analysis, Sales, Market Research, Research, Public Speaking, Management Consulting, Project Management, Series 7, Microsoft Excel, Microsoft Office, Non-profits, Program Development, Emerging Markets, Salesforce.com, Hedge Funds, Bloomberg Terminal
Education
Emory University 2005 — 2009
Bachelor of Arts, Economics
BOSTON UNIVERSITY (Summer 2008)
Business & Management
THE BELMONT HILL SCHOOL
Nyes Ledge Capital Management, LLC January 2014 - Present
Columbia Management January 2011 - December 2013
Columbia Management January 2011 - September 2011
City Year August 2009 - August 2010
EPFR Global May 2008 - August 2008
Skills
Financial Analysis, Data Analysis, Sales, Market Research, Research, Public Speaking, Management Consulting, Project Management, Series 7, Microsoft Excel, Microsoft Office, Non-profits, Program Development, Emerging Markets, Salesforce.com, Hedge Funds, Bloomberg Terminal
Education
Emory University 2005 — 2009
Bachelor of Arts, Economics
BOSTON UNIVERSITY (Summer 2008)
Business & Management
THE BELMONT HILL SCHOOL
Patrick Kirwin's Columbia Management Experience 2004 - 2011
Job Business Analyst at Columbia Management
Industry Financial Services
Experience
Bank of America 2011 - Present
Columbia Management 2004 - 2011
Skills
Strategic Planning, Project Management, Financial Analysis, Fixed Income, Microsoft Excel
Education
Florida State University
Bachelor of Arts (B.A.), Finance, General
Wake Forest University School of Business
Master of Business Administration (MBA)
Bank of America 2011 - Present
Columbia Management 2004 - 2011
Skills
Strategic Planning, Project Management, Financial Analysis, Fixed Income, Microsoft Excel
Education
Florida State University
Bachelor of Arts (B.A.), Finance, General
Wake Forest University School of Business
Master of Business Administration (MBA)
Kristi Coleman's Columbia Management Experience July 2002 - July 2006
Job PR Manager/Program Manager
Industry Marketing and Advertising
Experience
Blueliner Marketing, LLC March 2013 - Present
Self employed February 2011 - Present
Sole9 March 2014 - August 2014
Avanade May 2013 - March 2014
JFYNetWorks Boston June 2008 - February 2011
Quant Funds December 2006 - July 2007
Columbia Management July 2002 - July 2006
State Street Research June 2000 - June 2002
Skills
Asset Managment, Investments, Strategic Financial..., Marketing Communications, Marketing Event Planning, Digital Marketing, Sales, Program Management, Marketing, Asset Management, Facebook, Fundraising, Marketing Strategy, Nonprofits, Social Media, Project Management, CRM, Public Relations, Social Media Marketing, Event Planning, Business Development
Education
Hartwick College 1996 — 2000
BA, Economics
Blueliner Marketing, LLC March 2013 - Present
Self employed February 2011 - Present
Sole9 March 2014 - August 2014
Avanade May 2013 - March 2014
JFYNetWorks Boston June 2008 - February 2011
Quant Funds December 2006 - July 2007
Columbia Management July 2002 - July 2006
State Street Research June 2000 - June 2002
Skills
Asset Managment, Investments, Strategic Financial..., Marketing Communications, Marketing Event Planning, Digital Marketing, Sales, Program Management, Marketing, Asset Management, Facebook, Fundraising, Marketing Strategy, Nonprofits, Social Media, Project Management, CRM, Public Relations, Social Media Marketing, Event Planning, Business Development
Education
Hartwick College 1996 — 2000
BA, Economics
Rebecca Binder's Columbia Management Experience January 2005 - June 2011
Job Senior Performance and Business Analyst at Fiduciary Counselling, Inc.
Industry Financial Services
Experience
Fiduciary Counselling, Inc. June 2011 - Present
Columbia Management January 2005 - June 2011
RiverSource Investments, LLC January 2000 - January 2004
American Express Asset Management January 1998 - January 2000
Skills
Portfolio Management, Leadership, Access, Software Documentation, Investments, Integration, Bloomberg, Equities, Asset Management, Financial Services, Mutual Funds, Investment Management, Business Analysis, Management, Performance Measurement, VBA, Asset Allocation
Education
Michigan State University
Fiduciary Counselling, Inc. June 2011 - Present
Columbia Management January 2005 - June 2011
RiverSource Investments, LLC January 2000 - January 2004
American Express Asset Management January 1998 - January 2000
Skills
Portfolio Management, Leadership, Access, Software Documentation, Investments, Integration, Bloomberg, Equities, Asset Management, Financial Services, Mutual Funds, Investment Management, Business Analysis, Management, Performance Measurement, VBA, Asset Allocation
Education
Michigan State University
David Suddarth's Columbia Management Experience April 2014 - Present
Job Business Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management April 2014 - Present
Columbia Management September 2006 - April 2014
Ameriprise Financial September 2000 - September 2006
Ameriprise Financial October 1996 - September 2000
Skills
Research, Analysis, Public Speaking, Training, Microsoft Office, Microsoft Word, Account Reconciliation, Financial Reporting, Financial Analysis, Customer Service, Business Analysis, Mutual Funds, Editing, Management, Instructor-led Training, Fund Accounting, Databases, Administration, Process Improvement
Education
Hamline University 2001 — 2002
Certificate, Teaching English as a Foreign Language
Truman State University 1982 — 1986
BS, Mathematics
Columbia Management April 2014 - Present
Columbia Management September 2006 - April 2014
Ameriprise Financial September 2000 - September 2006
Ameriprise Financial October 1996 - September 2000
Skills
Research, Analysis, Public Speaking, Training, Microsoft Office, Microsoft Word, Account Reconciliation, Financial Reporting, Financial Analysis, Customer Service, Business Analysis, Mutual Funds, Editing, Management, Instructor-led Training, Fund Accounting, Databases, Administration, Process Improvement
Education
Hamline University 2001 — 2002
Certificate, Teaching English as a Foreign Language
Truman State University 1982 — 1986
BS, Mathematics
Travis Kortuem's Columbia Management Experience June 2013 - July 2013
Job Federal Tax Senior Associate at KPMG US
Industry Banking
Experience
KPMG US April 2015 - Present
Hartford Funds August 2013 - March 2015
Columbia Management June 2013 - July 2013
Columbia Management June 2010 - May 2013
US Bancorp Fund Services July 2007 - June 2010
H & R Block January 2007 - April 2007
J & B Wholesale January 2003 - January 2006
Skills
Accounting, Tax, Financial Statements, Access, Income Tax, Peachtree, Analysis, Microsoft Excel, Mutual Funds, Credit, Tax Advisory, Microsoft Word, PowerPoint, Customer Service, Financial Planners
Education
Minnesota State University Moorhead (MSUM) 2004 — 2007
Bachelor of Science, Accounting
Minnesota State University, Moorhead 2004 — 2007
BS, Accounting
KPMG US April 2015 - Present
Hartford Funds August 2013 - March 2015
Columbia Management June 2013 - July 2013
Columbia Management June 2010 - May 2013
US Bancorp Fund Services July 2007 - June 2010
H & R Block January 2007 - April 2007
J & B Wholesale January 2003 - January 2006
Skills
Accounting, Tax, Financial Statements, Access, Income Tax, Peachtree, Analysis, Microsoft Excel, Mutual Funds, Credit, Tax Advisory, Microsoft Word, PowerPoint, Customer Service, Financial Planners
Education
Minnesota State University Moorhead (MSUM) 2004 — 2007
Bachelor of Science, Accounting
Minnesota State University, Moorhead 2004 — 2007
BS, Accounting
Parker Thompson's Columbia Management Experience June 2011 - July 2014
Job Sales Director with Legg Mason
Industry Financial Services
Experience
Legg Mason August 2014 - Present
Columbia Management June 2011 - July 2014
Columbia Management December 2010 - May 2011
Wells Fargo January 2010 - November 2010
Skills
Series 7, Series 66, Morningstar, Zephyr
Education
Suffolk University - Sawyer School of Management 2010 — 2013
MBA, Finance
James Madison University 2000 — 2004
BA, Political Science
Legg Mason August 2014 - Present
Columbia Management June 2011 - July 2014
Columbia Management December 2010 - May 2011
Wells Fargo January 2010 - November 2010
Skills
Series 7, Series 66, Morningstar, Zephyr
Education
Suffolk University - Sawyer School of Management 2010 — 2013
MBA, Finance
James Madison University 2000 — 2004
BA, Political Science
Andrew Aldi CIMA's Columbia Management Experience 1999 - Present
Job Regional Vice President at Columbia Management
Industry Financial Services
Experience
Columbia Management 1999 - Present
Education
Hartwick College 1993 — 1997
Business Management
Columbia Management 1999 - Present
Education
Hartwick College 1993 — 1997
Business Management
Jason Frady's Columbia Management Experience November 2011 - Present
Job Sr. Manager Performance Measurement
Industry Financial Services
Experience
Columbia Management November 2011 - Present
Columbia Management 2010 - November 2011
Columbia Management March 2008 - May 2010
State Street September 1998 - September 2007
Skills
GIM, MoneyMate, Wilshire IQ, FactSet, Performance, Microsoft Excel, Bloomberg, Fixed Income, Mutual Funds, Investments, Securities, Asset Management, Portfolio Management, Equities, Hedge Funds, Financial Services, Management, Financial Analysis
Education
Greensboro College 1993 — 1997
BA, Religion and Philosophy
WGHS 1990 — 1993
High School Diploma
Columbia Management November 2011 - Present
Columbia Management 2010 - November 2011
Columbia Management March 2008 - May 2010
State Street September 1998 - September 2007
Skills
GIM, MoneyMate, Wilshire IQ, FactSet, Performance, Microsoft Excel, Bloomberg, Fixed Income, Mutual Funds, Investments, Securities, Asset Management, Portfolio Management, Equities, Hedge Funds, Financial Services, Management, Financial Analysis
Education
Greensboro College 1993 — 1997
BA, Religion and Philosophy
WGHS 1990 — 1993
High School Diploma
Lamonte Barnes, AAMS's Columbia Management Experience July 2002 - November 2005
Job Fixed Income Sales at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities November 2005 - Present
Columbia Management July 2002 - November 2005
Harris Direct March 2001 - March 2002
Education
New York Institute of Technology 2003 — 2007
MBA, Finance
Lander University 1991 — 1995
Bachelors, Business Administration
Wells Fargo Securities November 2005 - Present
Columbia Management July 2002 - November 2005
Harris Direct March 2001 - March 2002
Education
New York Institute of Technology 2003 — 2007
MBA, Finance
Lander University 1991 — 1995
Bachelors, Business Administration
Laurette O'Malley's Columbia Management Experience 2007 - 2010
Job Vice President, T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price 2010 - Present
Columbia Management 2007 - 2010
U.S. Trust 2004 - 2007
U.S. Trust 1999 - 2005
Alliance Capital Management 1997 - 1999
Sanford C. Bernstein 1994 - 1997
Skills
Mutual Funds
Education
Fordham University
NYU Stern School of Business
T. Rowe Price 2010 - Present
Columbia Management 2007 - 2010
U.S. Trust 2004 - 2007
U.S. Trust 1999 - 2005
Alliance Capital Management 1997 - 1999
Sanford C. Bernstein 1994 - 1997
Skills
Mutual Funds
Education
Fordham University
NYU Stern School of Business
Nick Cardello, CFA's Columbia Management Experience July 2007 - Present
Job Director Product Development & Strategy at Columbia Management
Industry Financial Services
Experience
Columbia Management July 2007 - Present
Columbia Management October 2004 - July 2007
State Street Research September 2002 - October 2004
Education
Emory University 1998 — 2002
BBA, Finance, Management
Columbia Management July 2007 - Present
Columbia Management October 2004 - July 2007
State Street Research September 2002 - October 2004
Education
Emory University 1998 — 2002
BBA, Finance, Management
Jami Tuma's Columbia Management Experience December 2011 - May 2014
Job at
Industry Accounting
Experience
Columbia Threadneedle Investments, US May 2014 - Present
Columbia Management December 2011 - May 2014
Ameriprise Financial Services, Inc. January 2007 - December 2011
Skills
Strategic Financial..., Financial Reporting, Auditing, Financial Accounting, Microsoft Excel, Tax, Account Reconciliation, Financial Analysis, Accounting, GAAP, PowerPoint, Variance Analysis, Accounts Payable, Finance, Internal Controls, Financial Planning, Management, Microsoft Office
Education
Metropolitan State University 2011 — 2013
Master of Business Administration (MBA), Finance, General
College of St. Catherine 2007 — 2008
BS, Accounting
Columbia Threadneedle Investments, US May 2014 - Present
Columbia Management December 2011 - May 2014
Ameriprise Financial Services, Inc. January 2007 - December 2011
Skills
Strategic Financial..., Financial Reporting, Auditing, Financial Accounting, Microsoft Excel, Tax, Account Reconciliation, Financial Analysis, Accounting, GAAP, PowerPoint, Variance Analysis, Accounts Payable, Finance, Internal Controls, Financial Planning, Management, Microsoft Office
Education
Metropolitan State University 2011 — 2013
Master of Business Administration (MBA), Finance, General
College of St. Catherine 2007 — 2008
BS, Accounting
George Luo's Columbia Management Experience May 2006 - June 2007
Job Experienced finance professional
Industry Financial Services
Experience
Canaccord Genuity Asia September 2009 - June 2012
Guosen Securities July 2007 - September 2009
Columbia Management May 2006 - June 2007
AllianceBernstein May 2004 - June 2006
Education
Yale School of Management 2002 — 2004
Master of Business Administration (MBA), Finance
Wayne State University 1995 — 1997
Master of Science (MS), Computer Science
Huazhong University of Science and Technology 1988 — 1994
Bachelor's degree, Computer Science
Canaccord Genuity Asia September 2009 - June 2012
Guosen Securities July 2007 - September 2009
Columbia Management May 2006 - June 2007
AllianceBernstein May 2004 - June 2006
Education
Yale School of Management 2002 — 2004
Master of Business Administration (MBA), Finance
Wayne State University 1995 — 1997
Master of Science (MS), Computer Science
Huazhong University of Science and Technology 1988 — 1994
Bachelor's degree, Computer Science