Columbia Management

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Columbia Management Employees

Employee
Years
Job
Industry
John Schonberg John Schonberg Saint Paul, Minnesota Details
John Schonberg's Columbia Management Experience March 1997 - April 2012
Job Portfolio Manager & Principal at Stonebridge Capital Advisors
Industry Financial Services
Experience
Stonebridge Capital Advisors   January 2013 - Present
Columbia Management   March 1997 - April 2012
Piper Jaffray  May 1987 - March 1997

Skills
Portfolio Management, Financial Analysis, Hedge Funds, Hedging, Equities, Asset Allocation, Asset Management, Equity Research, Investment Strategies

Education
University of Nebraska-Lincoln   1983 — 1987
Bachelor's degree, Finance, General

Vahid Atefi Aghayan Vahid Atefi Aghayan Greater Boston Area Details
Vahid Atefi Aghayan's Columbia Management Experience January 2014 - Present
Job Senior Director, Data Architecture at Columbia Management
Industry Investment Management
Experience
Columbia Management   January 2014 - Present
MFS Investment Management  January 2013 - Present
Bio Dynamics LLC   January 2011 - January 2013
Attivio  November 2011 - January 2012
Verizon  November 2009 - June 2010
Ameriprise Financial  September 2002 - December 2009
Deutsche Asset Management (Scudder)   2001 - 2002
Putnam Investments  1995 - 2001
GTE labs  March 1995 - October 1995
Time Warner Communication   1994 - 1995

Skills
Data Warehousing, Business Analysis, Data Analysis, Business Intelligence, Requirements Analysis, Business Relationship..., Data Modeling

Education
University of Minnesota-Twin Cities   1980 — 1987
BA, Compute Sience

Kevin Zwart Kevin Zwart Greater Boston Area Details
Kevin Zwart's Columbia Management Experience 1999 - Present
Job Managing Equity Trader at Columbia Management
Industry Investment Management
Experience
Columbia Management   1999 - Present
Advantus Capital Management  September 1990 - June 1999

Skills
Bloomberg, Equities, Hedge Funds, ETFs, Equity Trading, Securities, Trading

Education
University of St. Thomas   1995 — 1999
Master of Business Administration (MBA), Finance, General

University of Northwestern - St. Paul   1988 — 1992
Bachelor of Science (BS), Finance, General

Jeffrey Norton, CAIA, CIMA Jeffrey Norton, CAIA, CIMA Boston, Massachusetts Details
Jeffrey Norton, CAIA, CIMA's Columbia Management Experience August 2012 - May 2013
Job Assistant Vice President, Senior Marketing Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance  May 2013 - Present
Columbia Management   August 2012 - May 2013
Natixis Global Asset Management  March 2010 - August 2012
Natixis Global Associates  August 2008 - March 2010
MFS Retirement Services, Inc.   December 2005 - September 2008
MFS Retirement Services, Inc.   January 2000 - December 2005
Sherwin Williams  May 1994 - December 1999

Skills
Series 6, CIMA, Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, ETFs, Investments, Asset Managment, Fixed Income, 401k, Investment Strategies, Securities

Education
University of Massachusetts Dartmouth   1990 — 1994
Bachelor of Science, Business Management

Dennis Yarmouth   1986 — 1990

Joe Fleischmann Joe Fleischmann Portland, Oregon Area Details
Joe Fleischmann's Columbia Management Experience 2001 - 2005
Job Partner, Retirement Plan Consultant at Pacific Retirement Partners, LLC
Industry Investment Management
Experience
Pacific Retirement Partners, LLC   May 2014 - Present
Etesian Wealth Advisors, LLC   October 2010 - May 2014
ClearPoint Financial  2006 - 2010
Columbia Management   2001 - 2005

Skills
Retirement Plan..., 401k, Pensions, Profit Sharing, Investment Advisory, Asset Allocation, Investment Management, Mutual Funds

Education
University of Oregon - Charles H. Lundquist College of Business   1996 — 2000
Bachelor of Science, Finance

Central Catholic

Lori Lapointe Ballard Lori Lapointe Ballard Portland, Maine Area Details
Lori Lapointe Ballard's Columbia Management Experience August 2002 - August 2010
Job Vice President at TD Bank
Industry Financial Services
Experience
TD  August 2010 - September 2013
Columbia Management   August 2002 - August 2010
John Hancock  August 1999 - August 2002

Skills
Mutual Funds, Leadership Development, Team Leadership, Public Speaking, Process Improvement, SDLC, Quality Assurance, Risk Management, Software Documentation, Banking, Business Requirements, Visio, Business Analysis, Credit, Financial Services

Education
University of Maine   1992 — 1997
BA, Public Management

Jeff Picozzi Jeff Picozzi Providence, Rhode Island Area Details
Jeff Picozzi's Columbia Management Experience November 2004 - March 2006
Job Senior Solutions Marketing Manager at Iron Mountain
Industry Financial Services
Experience
Iron Mountain  April 2013 - Present
Wolters Kluwer Financial Services  October 2009 - April 2013
Placemark Investments  March 2006 - March 2009
Columbia Management   November 2004 - March 2006
Sunlife Financial  October 2000 - December 2004
Keyport Life   1997 - 2000

Skills
Marketing Strategy, Strategy, Marketing Management, CRM, Direct Marketing, Marketing, SaaS, Program Management, Product Management, Business Development, Mutual Funds, Corporate Communications, Financial Services, Email Marketing, Strategic Partnerships, Management, Market Planning, Sales, Risk Management, Budgets, Lead Generation, B2B Marketing

Education
University of Massachusetts Boston   1998 — 2001
Masters

University of Maine   1993 — 1996
BA

Mark Schumacher Mark Schumacher Greater Minneapolis-St. Paul Area Details
Mark Schumacher's Columbia Management Experience July 2012 - February 2013
Job Sr. Regional Sales Manager Central Region at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   September 2015 - Present
Ameriprise Financial Services, Inc.   July 2014 - September 2015
MD Financial Advisors   July 2013 - July 2014
Columbia Management   July 2012 - February 2013
Ameriprise Financial Services, Inc.   November 2009 - July 2012
FFP Wealth Management  January 2007 - January 2009
FFP Wealth Management  April 2001 - December 2006

Skills
Finance, Investments, Insurance, Employee Benefits, Financial Advisory, Management, Financial Services, Financial Analysis, Marketing, Training, Fixed Annuities, Operations Management, New Business Development, Accounting, Mutual Funds, Wealth Management, Leadership, Retirement Planning, Series 7, Financial Planning, Retirement, Customer Service, Series 63, Sales, Strategy, Portfolio Management, Strategic Planning, Team Building

Education
University of Minnesota-Twin Cities   1997 — 2002
BA, Psychology

Pankil Parikh Pankil Parikh Minneapolis, Minnesota Details
Pankil Parikh's Columbia Management Experience April 2011 - October 2014
Job Product Manager at Ameriprise Financial
Industry Financial Services
Experience
Columbia Management   April 2011 - October 2014
Ameriprise Financial  October 2010 - April 2011
Ameriprise Financial  March 2009 - October 2010

Education
University of Minnesota-Twin Cities   2006 — 2008
Bachelor of Science, Economics

Kurt Merkle, CFA Kurt Merkle, CFA Greater Minneapolis-St. Paul Area Details
Kurt Merkle, CFA's Columbia Management Experience November 2010 - May 2013
Job Director Due Diligence at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2013 - Present
Columbia Management   November 2010 - May 2013
Galliard Capital Management  November 2009 - November 2010
Ameriprise Financial Services, Inc.   June 2003 - November 2009

Skills
Bloomberg, Fixed Income, Equities, Asset Managment, Investments, Financial Modeling, Mutual Funds, Asset Allocation, Series 7, Investment Strategies, Alternative Investments, Performance Attribution, Asset Management, Risk Management, Financial Risk, Finance, Analysis, Financial Services, Portfolio Management

Education
University of Minnesota - Carlson School of Management   2003 — 2006
MBA, Finance

University of Saint Thomas   1999 — 2003
BA, Accounting

Patrick Sherwood Patrick Sherwood Des Moines, Iowa Area Details
Patrick Sherwood's Columbia Management Experience April 2001 - July 2005
Job Business Analyst at Berkley Agribusiness Risk Specialists
Industry Insurance
Experience
Berkley Agribusiness Risk Specialists (a W. R. Berkley Company)   July 2014 - Present
Athene Asset Management  June 2012 - June 2014
Bank of America  July 2005 - August 2012
Columbia Management   April 2001 - July 2005
Microsoft (Contracted by Compuware)   April 2000 - April 2001
US Navy  January 1997 - December 1999

Skills
Vendor Management, Change Management, Banking, Trading Systems, Multitasking Skills, Communication, Client Facing Skills, Project Execution, Critical Thinking, Adaptability, Interpersonal Skill, Self Sufficient, Coaching, Exceptionally well..., Detailed Organization, Problem Solving, Problem Management, Analytical Skills, Teamwork, Project Management, Process Improvement, Team Leadership, Longview, GIM2000, PAM for Securities, PAM for Mortgages, Eagle PACE, LVTS, SQL

Education
University of Phoenix   2003 — 2006
BSBM, Business Management

Anne-Marie Rupert Anne-Marie Rupert Portland, Oregon Area Details
Anne-Marie Rupert's Columbia Management Experience 2000 - 2003
Job
Industry Human Resources
Experience
Self Employed  2011 - 2011
NWEA  2004 - 2007
Columbia Management   2000 - 2003
1-800-Reconex   1998 - 2000

Skills
Recruiting - Full Life..., Technical Recruiting, Candidate Sourcing, Behavioral Interviewing, Competency Based..., Telephone Interviewing, Hiring Best Practices, Management Coaching, Employment Law..., Job Description..., Employment Policy..., Employee Relations, Performance Management, Benefits Administration, Open Enrollment, Employee Training, Microsoft Outlook, Microsoft Excel, Microsoft Word, Internet, Writing, Human Resources, Recruiting, Interviews, Employee Benefits

Education
University of Oregon
Bachelor's Degree

Ian Goodwin Ian Goodwin Chanhassen, Minnesota Details
Ian Goodwin's Columbia Management Experience June 2014 - August 2014
Job Investment Banking Analyst at TripleTree
Industry Financial Services
Experience
TripleTree  June 2015 - Present
Carlson Funds Enterprise  August 2014 - June 2015
Columbia Management   June 2014 - August 2014
ISM Capital LLP   January 2014 - April 2014
TCF Financial Corporation  May 2013 - August 2013
Pearson Arnold Technologies   February 2013 - April 2013

Skills
Financial Analysis, Financial Modeling, Finance, Consulting, Equity Research, Financial Accounting, Management Accounting, Portfolio Management, Bloomberg

Education
University of Minnesota - Carlson School of Management   2011 — 2015
Bachelor of Science in Business (BS), Finance and Management Information Systems

University of Minnesota - Carlson School of Management   2011 — 2015
Bachelor of Science (BS), Management Information Systems, and Finance

Brendan Bizier Brendan Bizier Greater Boston Area Details
Brendan Bizier's Columbia Management Experience 2001 - 2004
Job Treasury Business Manager at Citizens Bank
Industry Financial Services
Experience
Citizens Bank  February 2015 - Present
State Street  December 2011 - February 2015
State Street  2008 - 2011
Bank of America  2004 - 2008
Columbia Management   2001 - 2004
State Street Research  2000 - 2002

Skills
Funds Transfer Pricing, Business Transformation, Six Sigma, Balance Sheet, Corporate Finance, Liquidity Analysis, Customer Experience, QRM, Change Management, Team Leadership, Financial Analysis, interest rate risk, LCR, NSFR, P&L Management, Full P&L Responsibility, Business Process, Strategic Design, Performance Metrics, Treasury Management, Staff Development

Education
University of Massachusetts Boston   1996 — 1999

Isaiah Beaulieu Isaiah Beaulieu Charlotte, North Carolina Area Details
Isaiah Beaulieu's Columbia Management Experience March 2000 - February 2009
Job Regional Vice President at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments  February 2009 - Present
Columbia Management   March 2000 - February 2009

Education
University of Maine   1995 — 1999
Finance, Business

Norma Loehr Norma Loehr Boston, Massachusetts Details
Norma Loehr's Columbia Management Experience 2002 - 2005
Job Founder and Director
Industry Apparel & Fashion
Experience
The Orange Projects, LLC.   2010 - Present
MSCI Inc.  2005 - 2010
Columbia Management   2002 - 2005
mPower Advisors, L.L.C.   1999 - 2002
Wells Fargo Bank  1997 - 1999

Skills
Investments, Asset Management, Portfolio Management, Institutional..., Product Development, 401k, Sales, Venture Capital, Pension Funds, Hedge Funds, Equities, Social Media Marketing, Business Strategy, Asset Allocation, Risk Management, Capital Markets, Financial Modeling, Technical Writing, Report Writing

Education
University of Oregon
Bachelor of Science (BS), Business

Joseph Cookson Joseph Cookson Atlanta, Georgia Details
Joseph Cookson's Columbia Management Experience June 2011 - August 2012
Job Analyst at JLL
Industry Commercial Real Estate
Experience
JLL  August 2015 - Present
Houlihan Lokey  July 2014 - July 2015
Houlihan Lokey  June 2013 - August 2013
Columbia Management   June 2011 - August 2012
EBI Consulting  June 2010 - August 2010

Education
University of Pennsylvania   2010 — 2014
B.A., Economic History and Mandarin Chinese

Beijing Institute of Education
Mandarin Chinese

Belmont Hill School   2005 — 2010

Peter Clements Peter Clements Greater Boston Area Details
Peter Clements's Columbia Management Experience January 2014 - Present
Job Senior Regional Vice President National Accounts at Columbia Management
Industry Investment Management
Experience
Columbia Management   January 2014 - Present
Fidelity Investments  September 2007 - September 2013
Pyramis Global Advisors  April 2005 - September 2007
Fidelity Investments  April 1997 - October 2005
Federated Investors, Inc.   January 1991 - March 1994

Skills
Asset Allocation, Investments, Retirement Planning, Investment Strategies, Wealth Management, Fixed Income, Alternative Investments, Financial Services, Equities, Investment Advisory, Portfolio Management, Series 7, Series 63, Health Insurance, Life Insurance, AIF, CEBS, Series 6, FINRA, Relationship Management

Education
University of Massachusetts Dartmouth   1985 — 1989
Bachelor's degree, Political Science with a concentration in Business Management

MVRHS

University of Massachusetts
Bachelor of Arts (B.A.), Political Science with Business Concentration

Andy Vuong Andy Vuong Greater Boston Area Details
Andy Vuong's Columbia Management Experience January 2005 - September 2013
Job Compliance Fund Admin II
Industry Financial Services
Experience
Boston Financial Data Services  July 2014 - Present
BNY Mellon  November 2013 - July 2014
Columbia Management   January 2005 - September 2013
Investors Bank & Trust  June 2001 - January 2005
State Street Bank  February 1999 - December 2000

Skills
Trading, Financial Reporting, Investments, Portfolio Management, Account Reconciliation, Blue Sky, Finance, Fund Accounting, Tax, SEC filings

Education
University of Massachusetts, Amherst
Bachelor of Science (BS)

Gregory Barrett, CIMA®, CRPC ® Gregory Barrett, CIMA®, CRPC ® Greater Boston Area Details
Gregory Barrett, CIMA®, CRPC ®'s Columbia Management Experience March 1999 - June 2004
Job Retirement Plan Sales at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.)   February 2012 - Present
Sun Life Financial  February 2010 - May 2012
Sun Life Financial  June 2005 - December 2009
Evergreen Investments  September 2004 - June 2005
Columbia Management   March 1999 - June 2004
Putnam Investments  January 1996 - March 1999
Golf Professional  January 1986 - January 1996

Skills
Series 6, Series 63, Mutual Funds, Retirement Planning, Insurance

Education
University of Massachusetts Dartmouth   1980 — 1985
Bachelor of Arts, Humanities and Social Sciences; Minor in Economics

Joseph DiMaria Joseph DiMaria Boston, Massachusetts Details
Joseph DiMaria's Columbia Management Experience May 2010 - Present
Job Vice President, Fund Administration/Fund Chief Accounting Officer at Columbia Management
Industry Financial Services
Experience
Columbia Management   May 2010 - Present
Columbia Management   August 2008 - April 2010
Columbia Management   January 2006 - August 2008
Columbia Management   November 2004 - December 2005
Columbia Management   April 2003 - October 2004
PricewaterhouseCoopers  September 1990 - April 2003

Skills
Hedge Funds, Asset Management, Fund Accounting, Accounting, Alternative Investments, Mutual Funds, Valuation, Financial Reporting, Analytics, Investments, Financial Services, Due Diligence, Equities, Finance, Securities, Financial Analysis, Management, Fixed Income

Education
University of Notre Dame   1986 — 1990
BSBA, Accounting

Tim McCaffrey Tim McCaffrey North Conway, New Hampshire Details
Tim McCaffrey's Columbia Management Experience January 2007 - November 2010
Job at Adventure Suites
Industry Hospitality
Experience
Adventure Suites   August 2010 - August 2014
Columbia Management   January 2007 - November 2010
Circuit City  1998 - 2000

Skills
Customer Service, Marketing, Microsoft Excel, Salesforce.com, Marketing Communications, Event Planning, Asset Management, Microsoft Office, Mutual Funds, PowerPoint, Sales, Outlook, Microsoft Word, Series 7, Investments, Marketing Strategy, Leadership, Series 63, Management, Event Management

Education
University of Rhode Island   1996 — 2001
BA, Communications

Dwight Dunning Dwight Dunning Greater Boston Area Details
Dwight Dunning's Columbia Management Experience 2000 - 2005
Job Medical Assistant at New England Neurological
Industry Hospitality
Experience
New England Neurological   December 2014 - Present
The Queen's Vault   January 2011 - Present
Hail To The Tail   May 2010 - Present
CRA International  March 2007 - March 2009
The Stop & Shop Company Inc.   2005 - 2006
Colonial Management, Inc   2000 - 2005
Columbia Management   2000 - 2005
Morrison Mahoney LLP  1995 - 2000

Skills
Vendor Management, Outlook, Customer Relations, Problem Solving, Administration, Video Conferencing, Voice Communications, Wireless Networking, Customer Service, System Administration, Troubleshooting, Disaster Recovery, Strategic Planning, Call Centers, VMware, Retail, Time Management, Active Directory, Telecommunications, Technical Support, Networking, Leadership, Windows, Project Management, Training, Microsoft Office, Medical Billing, Patient Support, Teamwork

Education
University of Massachusetts Boston   1981 — 1983

University of Massachusetts Boston

Kevin Aherne Kevin Aherne Providence, Rhode Island Area Details
Kevin Aherne's Columbia Management Experience April 2006 - September 2010
Job Director of Content at 990WBOB
Industry Publishing
Experience
990WBOB Digital Media Network   November 2011 - Present
GoLocalProv  October 2013 - October 2014
GoLocalWorcester   October 2013 - October 2014
Berkshire Bank  June 2012 - September 2013
B2B Gateway   January 2011 - December 2011
Columbia Management   April 2006 - September 2010
Columbia Management   December 2006 - May 2007
Bank of America  April 2006 - December 2006
Berkshire Bank  May 2004 - September 2005

Skills
QuickBooks, CRM, Editing, Data Analysis, Training, NetSuite, Social Media, XML, Blogging, Customer Service, Management, Creative Writing, Copy Editing, Analysis, Technical Writing, Journalism, Radio Broadcasting, Radio Production, Social Networking, Social Media Marketing, Event Planning, Microsoft Office, Public Speaking, Marketing, Public Relations, Facebook, Event Management, Writing, Marketing Communications, Microsoft Excel

Education
University of Rhode Island   2001 — 2005
BA, Political Science and Government

Mt. Greylock Regional High School   1998 — 2001
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Jeffrey C. Denny Jeffrey C. Denny Raleigh-Durham, North Carolina Area Details
Jeffrey C. Denny's Columbia Management Experience 2000 - 2004
Job Senior Regional Director / Vice President @ Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  February 2012 - Present
Behringer Harvard  December 2010 - February 2012
Collegiate Archives & Marketing   October 2009 - November 2010
American Funds  November 2007 - 2009
DWS Investments  2004 - 2007
Columbia Management   2000 - 2004

Skills
Series 7, Mutual Funds, Asset Management, Investments, Wealth Management, Alternative Investments, Asset Allocation, Financial Advisory, Securities, Series 63

Education
University of North Carolina at Chapel Hill   1986 — 1990
Bachelor of Arts, Economics

Kay Lang Kay Lang Portland, Oregon Area Details
Kay Lang's Columbia Management Experience 1995 - 2013
Job Equity Trader / Client Service / Investments
Industry Financial Services
Experience
Ben James Investment Planning   June 2014 - Present
Columbia Management   1995 - 2013
Pacific Crest Securities  1993 - 1995

Skills
Equities, Analytics, Account Reconciliation, Bloomberg, Customer Service, Microsoft Office, Research, Trading, Project Management, Market Analysis, Hedge Funds, Mutual Funds, Series 7, Series 63, Investment Banking, Portfolio Management, Finance, Asset Management, Longview, Investment Strategies

Education
University of Oregon
Bachelor's degree, Double Major in Finance and Marketing

Beaverton High School

Charlie Keller Charlie Keller Boston, Massachusetts Details
Charlie Keller's Columbia Management Experience May 2010 - October 2013
Job VP, External Communications at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments  October 2013 - Present
Columbia Management   May 2010 - October 2013
Ameriprise Financial  August 2007 - October 2013
RiverSource Investments  August 2007 - May 2010
KMSP  August 2005 - August 2007
WFSB  February 2004 - July 2005
WFTV  2000 - 2004
KGW  January 1998 - February 2000
KMSP-TV  1996 - 1998
Radio K  1991 - 1995

Skills
Strategic Communications, Media Relations, Public Relations, Corporate Communications, Internal Communications, Crisis Communications, Press Releases, Copywriting, Editing, Speech Writing, AP Style, Communications Planning, Journalism, Broadcast, Video Production, Publicity, Storytelling, News Writing, Copy Editing, Reputation Management, Broadcast Journalism, Web Content, Content Strategy, New Media, Newsletters, Content Development, Communication Training

Education
University of Minnesota-Twin Cities   1989 — 1995
Bachelor of Arts (B.A.), Broadcast Journalism

Hill-Murray   1985 — 1989

Ronald Bilotas Ronald Bilotas Greater Boston Area Details
Ronald Bilotas's Columbia Management Experience August 1987 - June 1995
Job Mortgage Loan Officer
Industry Real Estate
Experience
Bank of America  January 2001 - December 2007
John Hancock Funds  July 1995 - 1999
Columbia Management   August 1987 - June 1995

Skills
Series 7, Mortgage Lending, Loans, Wealth Management, Mutual Funds, Investments

Education
University of Massachusetts, Amherst   1975 — 1979
BA, Economics

Ajay Mehra Ajay Mehra Greater New York City Area Details
Ajay Mehra's Columbia Management Experience March 1998 - June 2003
Job Managing Director at UBS
Industry Investment Management
Experience
Salient Partners  August 2012 - Present
UBS  July 2011 - June 2012
State Street Reseach & Management   July 2003 - January 2005
Columbia Management   March 1998 - June 2003
Morgan Stanley  1996 - 1998

Skills
Senior Executive..., equity portfolio..., global equites, Investment Management, Alternative Investments, Asset Allocation, Private Equity, Wealth Management, Mutual Funds, Fixed Income, Capital Markets, Derivatives, Valuation, Hedge Funds, Equity Research, Equities, Portfolio Management, Investments, Asset Management

Education
University of Massachusetts, Amherst   1988 — 1992
Ph.D., Business Strategy

John McColley John McColley Saint Paul, Minnesota Details
John McColley's Columbia Management Experience Portfolio ManagerAmeriprise Financial2000 - Present
Job Portfolio Manager Liquidity Strategies at Columbia Management
Industry Investment Management
Experience
Columbia Management   Portfolio ManagerAmeriprise Financial2000 - Present

Skills
Asset Management, Lotus Notes, Portfolio Management, Financial Analysis, Mutual Funds, Asset Allocation, Insurance, Fixed Income, Investment Strategies, Derivatives, Bonds, Securities, Bloomberg, Alternative Investments

Education
University of Minnesota - Carlson School of Management   1980 — 1983
Bachelor of Science Business, Finance, General

Eric Hewitt Eric Hewitt Denver, Colorado Details
Eric Hewitt's Columbia Management Experience September 2012 - February 2013
Job
Industry Financial Services
Experience
OppenheimerFunds  March 2013 - Present
Columbia Management   September 2012 - February 2013
Diamondback/Harbor Watch Capital   September 2009 - July 2012
AllianceBernstein  September 1999 - April 2009
Lehman Brothers  June 1994 - June 1998

Skills
Portfolio Management, Product Development, Research Management, Equities, Equity Research, Equity Research Analysis, Product Management, Investment Banking, Investment Management, Asset Management, Strategy

Education
University of Minnesota - Carlson School of Management   1998 — 2000
MBA, Finance

University of Wisconsin-Madison   1989 — 1993
BA, International Relations

Daniele Donahoe Daniele Donahoe Charlotte, North Carolina Area Details
Daniele Donahoe's Columbia Management Experience June 2002 - April 2010
Job President and CIO Rinehart Wealth Management
Industry Financial Services
Experience
Rinehart Wealth Management  May 2010 - Present
Columbia Management   June 2002 - April 2010
Citigroup  1999 - 2001
Thomas Weisel Partners  1999 - 2000
JC Bradford  1997 - 1999

Skills
Portfolio Management, Asset Allocation, Alternative Investments, Equities, Investment Management, Wealth Management, Equity Research, Mutual Funds, Investments, Hedge Funds, Investment Strategies, Asset Management, Retirement Planning, Investment Advisory

Education
University of North Carolina at Chapel Hill   1993 — 1997
BS, Business

Hickory High   1989 — 1993

Constance DesCarpentrie Constance DesCarpentrie Greater Minneapolis-St. Paul Area Details
Constance DesCarpentrie's Columbia Management Experience November 2012 - May 2013
Job Senior Business Analyst, Clearing MFO
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Ameriprise Trust Company   May 2013 - October 2014
Columbia Management   November 2012 - May 2013
Ameriprise Financial  August 2010 - November 2012
RiverSource Asset Management  April 2002 - August 2010
Ameriprise Financial Services, Inc.   2000 - 2002

Skills
Project Planning, Project Scope..., Project Management, Business Analysis, Business Requirements, Requirements Analysis, Functional Requirements, Analysis, Cross-functional..., Requirements Gathering, Requirements Management, Solution Implementation, Functional..., Process Flow Charts, Business Process Mapping, Process Flow..., Test Planning, Test Management, User Acceptance Testing, Functional Testing, Financial Analysis

Education
University of Minnesota-Twin Cities   1992 — 1997
BA

Lori Lemons Lori Lemons Charlotte, North Carolina Area Details
Lori Lemons's Columbia Management Experience January 2002 - September 2008
Job Managing Director at Park Sterling Bank
Industry Investment Management
Experience
Park Sterling Bank  June 2014 - Present
CertusBank  February 2012 - May 2014
Bank of America  September 2009 - February 2012
Firm Mast Guidance, L.L.P.   2008 - 2009
Columbia Management   January 2002 - September 2008
Bank of America  January 2001 - January 2002
Wachovia Securities, LLC  1998 - 2001
Banc of America Securities  1985 - 1996

Skills
Management, Financial Risk, Fixed Income, Mergers, Bloomberg, Portfolio Management, Asset Managment, Risk Management, Business Analysis, Investments, Banking, Securities, Analysis, Strategy, Capital Markets, Credit, Trading, Bonds, Finance, Financial Services, Leadership, Business Strategy, Mergers & Acquisitions, Asset Management

Education
University of North Carolina at Charlotte
BS, Business Administration

Jordan Berg Jordan Berg Greater Minneapolis-St. Paul Area Details
Jordan Berg's Columbia Management Experience June 2012 - August 2012
Job Fund Accountant at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management  June 2013 - Present
Pine River Capital Management  December 2012 - June 2013
Columbia Management   June 2012 - August 2012
Ameriprise Financial Services, Inc.   October 2011 - June 2012
The Insurance Shop MN   November 2010 - October 2011

Skills
Financial Analysis, Financial Modeling, Accounting, PowerPoint, Finance, Financial Reporting, Leadership

Education
University of Minnesota - Carlson School of Management   2009 — 2013
Bachelors of Science in Business, Finance, Accounting

University of Minnesota-Twin Cities   2009 — 2013
Bachelor of Science in Business, Finance, Accounting

Lisa Klein Lisa Klein New York, New York Details
Lisa Klein's Columbia Management Experience 2008 - 2008
Job Merchandise Planner at Intermix
Industry Retail
Experience
INTERMIX  August 2015 - Present
Tiffany & Company  November 2014 - August 2015
Gilt.com  February 2012 - November 2014
Gilt.com  August 2011 - February 2012
Merrill Lynch  June 2010 - August 2011
Merrill Lynch  June 2009 - June 2010
Columbia Management   2008 - 2008
Coach  June 2007 - September 2007
Abercrombie & Fitch  March 2003 - September 2007

Skills
Merchandise Planning, Trend Analysis, Financial Analysis, Strategy, Forecasting, Critical Thinking, Pricing Analysis, Problem Solving, Microsoft Excel, Inventory Management, Pricing Optimization, PowerPoint, Merchandising, Team Building, Data Mining, Written & Oral..., Competitive Analysis, Retail Sales, E-commerce, Business Process..., Brand Development, Asset Managment, retail math, Analytics, Analysis, Sales, Business Development, Asset Management, Portfolio Management

Education
University of Michigan   2005 — 2009
BBA

University of Michigan - Stephen M. Ross School of Business   2005 — 2009
BBA

Caitlin Cotter Caitlin Cotter Greater Boston Area Details
Caitlin Cotter's Columbia Management Experience June 2013 - July 2015
Job Senior Tax Analyst at John Hancock
Industry Financial Services
Experience
John Hancock Financial Services  August 2015 - Present
Columbia Management   June 2013 - July 2015
State Street Bank  February 2013 - May 2013
State Street  March 2012 - May 2013
SEI Investments  June 2010 - August 2010

Skills
Fixed Income, Mutual Funds, Bloomberg, Securities, Investments, Financial Services, Securities Valuation, Equities, Financial Analysis, Financial Modeling, Derivatives, Net Asset Values, Tax Accounting, RIC Tax, Excise Prep, Mutual Fund Tax, Dividends, Due Diligence, Auditing

Education
Villanova University   2007 — 2011
Bachelor's, Accounting and Finance

Villanova University, School of Business   2007 — 2011
Bachelor of Science, Business Administration, Accounting & Finance

University of Massachusetts Boston

Daniel Garcia-Decoteau Daniel Garcia-Decoteau Greater Boston Area Details
Daniel Garcia-Decoteau's Columbia Management Experience October 2014 - March 2015
Job Analyst, Finance/Operations
Industry Financial Services
Experience
UMass Boston  March 2015 - Present
Hair It Is Barbershop, LLC   September 2011 - Present
Columbia Management   October 2014 - March 2015
Sapient Global Markets  September 2013 - April 2014
Citizens Bank  February 2013 - September 2013
Citizens Bank  August 2012 - February 2013

Skills
Problem Solving, Management, Leadership, Operations Management, Six Sigma, Hiring, Data Analysis, Outlook, Microsoft Word, Microsoft Excel, Social Networking, Analysis, Finance, Microsoft Office

Education
University of Massachusetts Boston   2006 — 2011
Bachelor of Science, Management; Operations Management; and Management Science & Information Systems

Rich Mettler Rich Mettler Portland, Oregon Area Details
Rich Mettler's Columbia Management Experience September 1985 - December 2010
Job Consultant at Large
Industry Financial Services
Experience
None  July 2015 - Present
Montibus Capital Management   April 2012 - June 2015
Columbia Management   September 1985 - December 2010

Skills
Leadership, Investments, Equities, Financial Markets, Trading, Negotiation, Project Management, Series 63, Executive Management, Management, Equity Trading, Portfolio Management, Change Management, Bloomberg, Market Analysis, Series 7, Customer Service, Securities, Finance, Asset Allocation, Mutual Funds

Education
University of Oregon   1975 — 1980
BS, Business Administration/ Marketing

Ryan Andrew Ryan Andrew Greater Boston Area Details
Ryan Andrew's Columbia Management Experience September 2014 - Present
Job Consultant Relations Institutional Asset Management at Columbia Management
Industry Investment Management
Experience
Columbia Management   September 2014 - Present
Columbia Management   March 2011 - September 2014
Columbia Management   June 2006 - February 2010
IXIS Asset Management  September 2004 - June 2006

Skills
Product Management, Institutional..., Mutual Funds, Series 7, Asset Management, Investments, 401k, Retirement, Morningstar, Defined Benefit, Defined Contribution, Series 63, Series 65

Education
University of Massachusetts, Amherst   1997 — 2000
Economics

Chris Engelbert Chris Engelbert Greater Boston Area Details
Chris Engelbert's Columbia Management Experience 2010 - 2010
Job Enterprise Applications Sales Manager, Cloud ERP at Oracle
Industry Information Technology and Services
Experience
Oracle  December 2014 - Present
Oracle  April 2013 - December 2014
Oracle  June 2011 - April 2013
Columbia Management   2010 - 2010
Sun Life Financial  2007 - 2009
Sun Life Financial  2004 - 2007
Maxwell Marketing   2003 - 2004

Skills
Account Management, CRM, Mutual Funds, Business Intelligence, Sales Management, Sales, Sales Operations, Competitive Analysis, Management, Strategy, ERP, Asset Managment, Solution Selling, Relationship Management, Team Management, Leadership, Selling, Enterprise Software, Sales Process, Cold Calling, Direct Sales, Lead Generation, Professional Services, Salesforce.com, Telecommunications, Cloud Computing, Business Development, Strategic Partnerships, Sales Presentations, B2B, Pre-sales, Software Industry, Partner Management, Channel Partners, New Business Development, Demand Generation, SaaS, Key Account Management, Product Management, Business Alliances, Product Marketing, Start-ups, Sales Enablement, Oracle, Complex Sales

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   1999 — 2003

Yvonne Stevens Yvonne Stevens Manhattan Beach, California Details
Yvonne Stevens's Columbia Management Experience April 2000 - Present
Job Sr. Managing Director at Columbia Management
Industry Investment Management
Experience
Columbia Management   April 2000 - Present

Education
University of Pennsylvania - The Wharton School   1989 — 1991
Master of Business Administration (MBA), Finance, General

Wellesley College   1982 — 1986
Bachelor of Arts (B.A.), American Studies

Thomas Zanellato Thomas Zanellato San Diego, California Details
Thomas Zanellato's Columbia Management Experience December 2013 - July 2014
Job Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners  July 2014 - Present
Columbia Management   December 2013 - July 2014
United Technologies  July 2012 - December 2013
Merrill Lynch  November 2010 - March 2011
United States Air Force  August 2005 - July 2009

Skills
Mutual Funds, Financial Analysis, Investments, Sales, Marketing, Public Speaking, Social Media

Education
University of San Diego
Bachelor's Degree, Marketing, Economics

Brian Blair Brian Blair Greater Boston Area Details
Brian Blair's Columbia Management Experience July 2004 - September 2005
Job VP, Regional Sales Director at Eaton Vance
Industry Investment Management
Experience
Eaton Vance  September 2008 - Present
First American Funds  November 2005 - September 2008
Columbia Management   July 2004 - September 2005
Columbia Management   August 2002 - July 2004
Columbia Management   December 1999 - August 2002

Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Investments, Asset Management, Separately Managed..., Series 6, Fixed Income, Wealth Management, Equities, Portfolio Management, Investment Strategies

Education
University of Oregon   1996 — 1999
Bachelor's Degree, Economics

Scott VanSickle Scott VanSickle Minneapolis, Minnesota Details
Scott VanSickle's Columbia Management Experience June 2013 - March 2014
Job Founder at RailTie LLC
Industry Financial Services
Experience
RailTie LLC   September 2015 - Present
Parametric  March 2014 - Present
Columbia Management   June 2013 - March 2014
Columbia Management   October 2011 - June 2013
State of Minnesota  January 2010 - October 2011
Accountemps - Mid-States Distribution   August 2009 - January 2010
University of Minnesota Duluth - Library  September 2008 - May 2009
Xcel Energy  May 2008 - August 2008

Skills
Reconciliations, Mathematics, Financial Analysis, Independent, Scheduling, Excel, Word, Outlook, PowerPoint, Access, Tracing, Auditing, Research, Accounting, Finance, Process Improvement, Financial Accounting

Education
University of Minnesota-Duluth   2005 — 2009
Bachelors, Finance

University of Minnesota-Duluth   2005 — 2009
Bachelors, Accounting

University of Minnesota-Duluth   2005 — 2009
Minor, Mathematics

David Carrion David Carrion Austin, Texas Area Details
David Carrion's Columbia Management Experience August 2007 - November 2008
Job Senior Financial Analyst / Financial Consultant
Industry Financial Services
Experience
Harte Hanks  March 2015 - Present
ARO  April 2014 - Present
WebMD  September 2013 - April 2015
Warner Music Group  May 2012 - September 2013
JPMorgan Chase  June 2011 - May 2012
JPMorgan Chase  November 2008 - July 2011
Columbia Management   August 2007 - November 2008
Fidelity Investments  January 2007 - August 2007

Skills
Microsoft Excel, Hyperion HFM, SAP, Financial Reporting, Corporate Finance, Finance, Budgets, Analysis, Account Reconciliation, Investments, Management, Strategic Financial..., Leadership, Accounting, General Ledger, Asset Management, Accounts Payable, Mutual Funds, Financial Statements, Microsoft Word, Trading, Asset Managment, Bloomberg

Education
University of Massachusetts Boston   2002 — 2006
Bachelor's Degree, Finance, 3.4

University of Massachusetts Boston
Bachelor of Science (B.S.), Finance, General

Jessica LaHaise Jessica LaHaise Greater Boston Area Details
Jessica LaHaise's Columbia Management Experience August 2008 - November 2010
Job Compliance Manager at Bain Capital, LLC
Industry Venture Capital & Private Equity
Experience
Bain Capital  November 2010 - Present
Columbia Management   August 2008 - November 2010
Investors Bank & Trust  June 2007 - August 2008

Skills
2012: STC Series 3:..., 2012: Financial Markets..., 2012: Teamwork..., 2011: Creating Value..., 2011: Time Management..., 2009: Bank of America..., 2009: Bank of America..., Analysis, Management, Mutual Funds, Risk Management, Securities, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Alternative Investments, Financial Analysis, Due Diligence

Education
University of Massachusetts, Amherst   2003 — 2007
BA, Economics

Lincoln-Sudbury Regional High School   1999 — 2003

Peter Hustis Peter Hustis Ketchum, Idaho Details
Peter Hustis's Columbia Management Experience 2007 - 2011
Job Regional Private Banker at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  June 2012 - Present
ClearRock Capital  January 2011 - June 2012
Columbia Management   2007 - 2011
Fidelity Investments  October 2005 - October 2007

Skills
• Relationship..., 401k, Mutual Funds, Investment Advisory, Financial Planning, Series 7, Series 63, Customer Relations, ETFs, Series 66, Insurance, ERISA, Public Speaking, Financial Analysis, Investments, Retirement, Retirement Plan..., Deferred Compensation, Consultative Selling

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   2000 — 2004
BA, Psychology

Kyle Harrington Kyle Harrington Lewiston/Auburn, Maine Area Details
Kyle Harrington's Columbia Management Experience September 2009 - July 2012
Job Experienced Financial Sales Professional
Industry Financial Services
Experience
Columbia Management   September 2009 - July 2012
Columbia Management   December 2008 - September 2009
The Black Dog Tavern, Co.   May 2007 - August 2007
College Pro  May 2004 - August 2006

Skills
Mutual Funds, Asset Allocation, Series 7, Consultative Sales..., Sales&Marketing, Lead Generation, Strategic Prospecting, Business to Business..., Client Presentation, Territory..., 401k, Uniform Combined State..., Investments, Retirement, Salesforce.com, Zephyr Style Advisor, Morningstar, Separately Managed..., Selling, Sales Operations

Education
University of Maine   2004 — 2008
B.S., Business Administration-Finance

Peter Demoulias Peter Demoulias Greater Boston Area Details
Peter Demoulias's Columbia Management Experience July 2005 - May 2009
Job Senior Regional Director New York City at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management  June 2009 - Present
Columbia Management   July 2005 - May 2009
Morgan Stanley  January 2005 - January 2006

Skills
Investments, Equities, Hedge Funds, Series 63, Financial Advisory, ETFs, Investment Strategies, Mutual Funds, Finance, Relationship Management, Financial Markets, Insurance, Series 7, CRM, Leadership, Separately Managed..., Wealth Management, Financial Services, Retirement Planning, 401k, Alternative Investments, Fixed Annuities, Uniform Combined State..., Fixed Income, FINRA, Financial Planners, Investment Management, Series 6, Asset Allocation, Portfolio Management, Series 65, Asset Management, Investment Advisory, Series 24, IRAs, Bloomberg, Securities, Financial Analysis, Retirement, Sales Management, Salesforce.com, Strategic Financial..., Capital Markets, Estate Planning

Education
University of Massachusetts Lowell   2002 — 2004
BA, Business

Milford Academy   1998 — 1999
PG

Mike Forsyth Mike Forsyth Greater Minneapolis-St. Paul Area Details
Mike Forsyth's Columbia Management Experience October 2010 - Present
Job Senior Business Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management   October 2010 - Present
Ameriprise Financial  November 2005 - December 2008
American Express Financial Advisors  July 1995 - November 2005
American Express Financial Advisors  March 1989 - July 1995

Skills
SDLC, Quality Assurance, Business Process..., Analysis, Risk Management, Governance, Testing, Training, Product Management, IT Strategy, Process Improvement, Auditing, Portfolio Management, Requirements Gathering, Project Management, Quality Management, Business Requirements, Requirements Analysis, Business Process, Access, Business Analysis, Visio, Change Management, Sarbanes-Oxley Act, Program Management, Integration

Education
University of Saint Thomas   1991 — 1996
Master of Science, Software Design & Development

University of Minnesota Duluth   1971 — 1976
Bachelor of Arts, Business Administration

Adam Rivituso, CIMA®,CFP® Adam Rivituso, CIMA®,CFP® Greater Boston Area Details
Adam Rivituso, CIMA®,CFP®'s Columbia Management Experience October 2009 - April 2014
Job AVP, Regional Director Sub Advisory At Scout Investments
Industry Financial Services
Experience
Scout Investments  April 2014 - Present
Columbia Management   October 2009 - April 2014
Phoenix Life Insurance Company  September 2008 - June 2009
Phoenix Life Insurance Company  June 2006 - September 2008

Education
University of Rhode Island   2002 — 2006
B.S., International Business and Finance

Jason Werner Jason Werner Dallas/Fort Worth Area Details
Jason Werner's Columbia Management Experience July 2002 - April 2003
Job Vice President, Strategy & Commercial Development Ophthalmology at SUN PHARMA
Industry Biotechnology
Experience
SUN PHARMA  June 2015 - Present
Foresight Biotherapeutics, Inc.   January 2015 - May 2015
Nicox  January 2014 - January 2015
Nicox  July 2012 - December 2013
Wipro Limited  February 2012 - July 2012
Wipro Limited  October 2011 - January 2012
Bionest Partners  2011 - 2011
Inspire Pharmaceuticals (Acquired by Merck - 2011)   2006 - 2011
Pfizer  April 2003 - December 2005
Columbia Management   July 2002 - April 2003

Skills
Commercial Strategies, Strategic Marketing, Product Planning, Due Diligence, Cystic Fibrosis, Ophthalmology, Global Marketing, Business Strategy, Strategic Partnerships, Financial Modeling, Biotechnology, Cross-functional Team..., Start-ups, Market Development, Commercialization, Entrepreneurship, Drug Development, International Business, Orphan Disease, Strategic Consulting, Disease, Marketing Strategy, Business Development, Commercial Planning, Clinical Development, Sales Operations, Product Development, Pharmaceutical Industry, Lifesciences, Leadership, Life Sciences

Education
Stanford University Center for Professional Development   2012 — 2014
Certificate, Strategic Decision and Risk Management

University of New Hampshire - Whittemore School of Business and Economics   1996 — 2000
Bachelor of Science, Business Administration

Pinkerton Academy   1992 — 1996

Tiffany Gauvin Tiffany Gauvin Greater Boston Area Details
Tiffany Gauvin's Columbia Management Experience February 2014 - Present
Job Marketing Manager
Industry Financial Services
Experience
Columbia Management   February 2014 - Present
Putnam Investments  September 2012 - May 2013
Putnam Investments  March 2010 - September 2012
Putnam Investments  September 2007 - March 2010
Putnam Investments  September 2005 - September 2007
Putnam Investments  October 2003 - September 2005

Skills
Management, Client Service Oriented, Business Information, Data Warehousing, Business Analysis, Access, SDLC, Data Analysis, Business Intelligence, Requirements Gathering, Requirements Analysis, Business Objects, Data Modeling, Databases, IT Strategy, Program Management, Analytics

Education
University of New Hampshire   1993 — 1998

Allen Bond, CFA Allen Bond, CFA Portland, Oregon Area Details
Allen Bond, CFA's Columbia Management Experience February 2002 - October 2005
Job Portfolio Manager at Jensen Investment Management
Industry Investment Management
Experience
Jensen Investment Management  September 2015 - Present
Jensen Investment Management  February 2007 - Present
Washington Mutual  February 2006 - February 2007
Columbia Management   February 2002 - October 2005
Ferguson Wellman Capital Management  July 1998 - February 2002

Skills
Portfolio Management, Investments, Financial Analysis, Valuation, Equities, Excel, Fixed Income, Financial Modeling, Asset Management, Financial Reporting, Credit, Bonds, High Yield, Asset Allocation, Investment Strategies, Mutual Funds, Alternative Investments, Bloomberg

Education
University of Oregon - Charles H. Lundquist College of Business   2007 — 2009
MBA

University of Oregon   1994 — 1998
BS, Business - Finance

Gray Nelson Gray Nelson Greater Boston Area Details
Gray Nelson's Columbia Management Experience September 2008 - August 2010
Job VP, Strategy & Product Management at BofA Global Capital Management
Industry Investment Management
Experience
BofA Global Capital Management  May 2010 - Present
Columbia Management   September 2008 - August 2010
Columbia Management   September 2007 - August 2008
Bank of America, Global Wealth & Investment Management   2006 - 2007

Education
University of Southern California   2001 — 2005

University of Southern California - Marshall School of Business   2001 — 2005

Beth (Fuller) Kenney Beth (Fuller) Kenney Los Angeles, California Details
Beth (Fuller) Kenney's Columbia Management Experience 1998 - 1999
Job Senior Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting  2014 - Present
Bates Group LLC  2011 - 2014
LECG  2005 - 2011
Bates Private Capital  2003 - 2005
R.V. Kuhns & Associates   1999 - 2003
Columbia Management   1998 - 1999

Skills
Financial Analysis, Project Management, Business Development, Litigation Consulting, Data Analysis, Business Analysis, Management, Analysis, Financial Modeling, Risk Management

Education
University of Portland   1994 — 1998

Alexander Wilkinson, CFA Alexander Wilkinson, CFA Greater Boston Area Details
Alexander Wilkinson, CFA's Columbia Management Experience June 2011 - Present
Job Intermediate Quantitative Analyst at Columbia Management
Industry Investment Management
Experience
Columbia Management   June 2011 - Present
Columbia Management   September 2009 - May 2011
Columbia Management   March 2006 - September 2009
Columbia Management   October 2008 - December 2008
John Hancock Funds  2005 - 2006
Fidelity Investments  February 2003 - November 2005
State Street Bank  2001 - 2003

Skills
Bloomberg, Futures Trading, Financial Modeling, VBA, Microsoft Excel, Equity Research, Investments, Portfolio Management, Equities, Asset Management, Finance, Cash Equitization, Factset, Performance Attribution, Asset Allocation, Hedging, Barclays Point, Portfolio Optimization, Derivatives, Fund Of Funds, Risk Analytics, Alternative Investments, Statistics, Mutual Funds, Investment Management, Valuation, Fixed Income

Education
University of Massachusetts, Amherst   1995 — 2000
Bachelor of Science (BS), Economics

Brandon Lindley Brandon Lindley Columbus, Ohio Area Details
Brandon Lindley's Columbia Management Experience October 2003 - Present
Job Region VP at Columbia Management
Industry Financial Services
Experience
Columbia Management   October 2003 - Present

Education
University of Northern Iowa

Alex Edelman, CIMA Alex Edelman, CIMA Greater Boston Area Details
Alex Edelman, CIMA's Columbia Management Experience May 2005 - June 2011
Job Vice President at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments  June 2011 - Present
Columbia Management   May 2005 - June 2011
Columbia Management   July 2003 - May 2005
Allmerica Financial  1998 - 2002
eaton vance  1992 - 1997

Skills
Mutual Funds, Investments, Portfolio Management, Financial Advisory, Retirement, Due Diligence, Investment Strategies, Asset Allocation, Equities, Hedge Funds, Investment Management, Fixed Income, Asset Management, Wealth Management, Series 7, Alternative Investments, Series 63, Separately Managed...

Education
University of Massachusetts, Amherst   1980 — 1984
Finance

Griff Dow Griff Dow San Francisco Bay Area Details
Griff Dow's Columbia Management Experience June 2011 - August 2013
Job Regional Vice President at Horizon Investments
Industry Financial Services
Experience
Horizon Investments  May 2014 - Present
Tactical Allocation Group   November 2013 - May 2014
Columbia Management   June 2011 - August 2013
PRUDENTIAL ANNUITIES  April 2008 - May 2011
DELAWARE INVESTMENTS  March 2007 - January 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management)   February 2003 - March 2007
Pioneer Investments  1997 - 2000

Skills
Separately Managed..., Mutual Funds, Alternative Investments, Series 63, Series 7, Investments, Bonds, Asset Allocation, Series 65, Hedge Funds, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, Fixed Annuities, Retirement, Securities, Investment Advisory, ETFs, Series 24, Uniform Combined State..., Series 6, 401k, FINRA, Fixed Income, Asset Management

Education
University of Massachusetts, Amherst   1983 — 1988
Bachelor of Science (BS)

Candy Witcher Candy Witcher Greater Boston Area Details
Candy Witcher's Columbia Management Experience March 2001 - August 2003
Job Freelance Artist & Administrative Trust Accountant
Industry Legal Services
Experience
Delta Tau Delta Fraternity at Tufts   July 2013 - Present
Vacovec, Mayotte & Singer   December 2005 - Present
Self-Employed Freelance Arist   May 1981 - Present
Somerville Center for Adult Learning & Education   January 2008 - June 2010
Robert Half International  September 2004 - December 2005
Columbia Management   March 2001 - August 2003
Zurich Scudder Investments  July 1998 - December 2000
Evergreen Investments  January 1998 - July 1998
Scudder Kemper Investments  March 1990 - January 1998

Skills
Painting, Drawing, Art, Fine Art, Watercolor, Portraits, Contemporary Art, Art Education, Oil Painting, Visual Arts, Art History, Art Exhibitions, Photography, Sculpture, Linoleum Block Printing..., Digital Illustration, Web Design, Framing Artwork, Excel, Trust Accounting, Tax Accounting, Printmaking

Education
University of New Hampshire   1977 — 1981
BFA, Drawing

Massachusetts College of Art & Design   1988 — 1989
Drawing & Commercial Art

School of Museum of Fine Arts   1987 — 1988
Life Drawing

Nashua High School   1976 — 1977
College Preparation

Putnam City High School   1974 — 1976
College Preparation

Jeane Walp Jeane Walp Greater Denver Area Details
Jeane Walp's Columbia Management Experience July 2005 - July 2007
Job Broker Relations at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  2008 - Present
Columbia Management   July 2005 - July 2007
American Century Investments  August 1997 - May 2005

Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Financial Services, Retirement, FINRA, Investments, Relationship Management, Retirement Planning, Asset Managment, Securities, Series 6, Asset Allocation, Fixed Annuities, Insurance, Series 24

Education
University of Missouri-Kansas City   1981 — 1985

Tom Lettenberger Tom Lettenberger Greater Chicago Area Details
Tom Lettenberger's Columbia Management Experience August 2000 - August 2005
Job Portfolio Manager
Industry Investment Management
Experience
BMO Asset Management US   September 2005 - Present
Columbia Management   August 2000 - August 2005
William Blair & Co.   July 1998 - August 2000
Andersen  1994 - 1998

Skills
Portfolio Management, Fundamental Analysis, Quantitative Analytics, Asset Management, Investments, Financial Modeling, Investment Strategies, Investment Management, Equity Valuation

Education
University of Michigan - Stephen M. Ross School of Business   1989 — 1994
Master of Accounting, Accounting and Finance

Jason Wang, CFA Jason Wang, CFA Greater Boston Area Details
Jason Wang, CFA's Columbia Management Experience December 2014 - Present
Job Head of Quantitative Research at Columbia Management
Industry Capital Markets
Experience
Columbia Management   December 2014 - Present
Columbia Management   September 2010 - November 2014
Gartmore  July 2009 - August 2010
Stark Investments  May 2004 - March 2009
Quantitative Services Group  June 2001 - April 2004

Skills
Fixed Income, Bloomberg, Hedge Funds, Equities, Quantitative Finance, Derivatives, Equity Research, Portfolio Optimization, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Trading, Financial Modeling, Options

Education
University of Notre Dame - Mendoza College of Business   1999 — 2001
MBA, Finance

Wuhan University   1991 — 1995
Bachelor of Arts (BA)

Mike Sigda Mike Sigda Greater Boston Area Details
Mike Sigda's Columbia Management Experience 2004 - Present
Job Project Team Manager at Bank of America
Industry Investment Management
Experience
Bank of America  Project ManagerBank of America/Columbia Management2004 - Present
Columbia Management   2004 - Present
Putnam Investments  2000 - 2004

Education
University of Massachusetts, Amherst   1988 — 1992

Craig Mauri Craig Mauri Greater Chicago Area Details
Craig Mauri's Columbia Management Experience March 2003 - September 2005
Job SVP CoHead of Global Institutional Distribution at Calamos Investments
Industry Financial Services
Experience
Calamos Investments  January 2013 - Present
Calamos Investments  September 2005 - April 2013
Columbia Management   March 2003 - September 2005
Fidelity Investments  February 1995 - September 2003

Skills
Consultant Relations, Inst. Business..., Relationship Management, Investments, CRM, Financial Services, Mutual Funds, Series 7, Series 63, New Business Development, Asset Managment, Fixed Income, Equities, Institutional..., Portfolio Management, Investment Advisory, Alternative Investments, Investment Management, Asset Management, Hedge Funds

Education
University of New Hampshire   1990 — 1994
B.S, Business/Economics

University of New Hampshire - Whittemore School of Business and Economics   1990 — 1994
Bachelor of Science, Business & Economics

Andrew McGuinness Andrew McGuinness Greater Boston Area Details
Andrew McGuinness's Columbia Management Experience October 2008 - Present
Job Compliance Officer for Columbia Management
Industry Financial Services
Experience
Columbia Management   October 2008 - Present
Bank of America  October 2007 - October 2008

Education
University of Massachusetts Boston

Richard M. Starcher Richard M. Starcher Charlotte, North Carolina Area Details
Richard M. Starcher's Columbia Management Experience 2003 - 2007
Job Learning Manager, SVP with Merrill Lynch and Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch  2008 - Present
Columbia Management   2003 - 2007
Donaldson, Lufkin & Jenrette   1998 - 2002

Education
University of Maine   1995 — 1997
Master of Business Administration (MBA), Finance, General

Kevin Wilson, CFA Kevin Wilson, CFA Greater San Diego Area Details
Kevin Wilson, CFA's Columbia Management Experience July 2005 - July 2011
Job RVP, Private Wealth Management at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments  June 2011 - Present
Columbia Management   July 2005 - July 2011
Columbia Management   June 2002 - July 2005
DLJdirect-CSFBdirect-Harrisdirect   July 2000 - June 2002

Skills
Asset Allocation, Mutual Funds, Investments, Due Diligence, Series 7, Asset Management, Series 63, Portfolio Management, Fixed Income, Investment Strategies, Investment Management, 401k, ETFs

Education
University of North Carolina at Chapel Hill   1996 — 2000
BS, Business Administration

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1996 — 2000

Hugh Mullin Hugh Mullin Greater Boston Area Details
Hugh Mullin's Columbia Management Experience July 2013 - Present
Job Senior Portfolio Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management   July 2013 - Present
CLSA  December 2009 - June 2013
Putnam Investments  1986 - 2006
Putnam Investments, Boston, MA   1986 - 2006

Skills
Portfolio Management, Equities, Hedge Funds, Equity Research, Capital Markets, Asset Management, Investments, Valuation, Fixed Income, Bloomberg, Alternative Investments, Financial Modeling, Investment Banking, Private Equity, Emerging Markets

Education
University of Massachusetts, Amherst   1981 — 1985
Bachelors, Business Administration

Garritt Conover, CFA, CAIA Garritt Conover, CFA, CAIA Greater Boston Area Details
Garritt Conover, CFA, CAIA's Columbia Management Experience April 2012 - Present
Job Investment Analyst
Industry Investment Management
Experience
Columbia Management   April 2012 - Present
University of Massachusetts Amherst Alumni Association   September 2011 - Present
Hartford Investment Management  June 2008 - March 2012
Hartford Investment Management  June 2007 - August 2007

Skills
Fixed Income, Leveraged Finance, Distressed Debt, Credit Analysis, CLO, Finance, Credit Derivatives, Leveraged Lending, Portfolio Management, Structured Finance, Corporate Finance, Financial Modeling, Data Analysis

Education
University of Massachusetts, Amherst   2004 — 2008
BBA, Mathematics, Finance, Minor in Economics

Joanne Ryan Conroy Joanne Ryan Conroy Greater Boston Area Details
Joanne Ryan Conroy's Columbia Management Experience 2000 - 2004
Job Director, Creative at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  December 2011 - Present
John Hancock Annuities  October 2005 - December 2011
Columbia Management   2000 - 2004
Liberty Financial Companies  March 1997 - August 2000
Keystone Investments  September 1995 - March 1997

Skills
Integrated Marketing, Project Management, Graphic Design, Direct Marketing, Marketing Communications, Email Marketing, Marketing, Financial Services, Direct Mail, Creative Direction, Corporate Branding, Graphics, Advertising

Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), Fine/Studio Arts

Nate Gray Nate Gray Greater San Diego Area Details
Nate Gray's Columbia Management Experience November 2006 - May 2010
Job Regional Vice President at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  June 2010 - Present
Columbia Management   November 2006 - May 2010
MFS Investment Management  January 2006 - November 2006

Skills
CRPC, Series 7, Series 6, Series 63, Series 65

Education
University of Maine   2000 — 2005
Bachelors, Business, Finance

Barry R. Allen Barry R. Allen Scottsdale, Arizona Details
Barry R. Allen's Columbia Management Experience 2000 - 2005
Job Investment Professional, Investor, Business Manager
Industry Investment Management
Experience
Peace of Mind Home Care Services, LLC   January 2011 - July 2014
Scottsdale Energy   December 2008 - March 2012
State Street Global Advisors  July 2005 - December 2008
Columbia Management   2000 - 2005
Putnam Investments  January 1998 - December 1999
Harbor Capital Management Company, Inc   May 1995 - December 1997
Harbor Capital Mgt.   January 1991 - May 1995
MassMutual  January 1983 - December 1990

Skills
Investment Advisory, Mergers & Acquisitions, Trading, Wealth Management, Corporate Finance, Investment Banking, Venture Capital, Emerging Markets, Finance, Series 63, Financial Services, Financial Markets, Risk Management, Corporate Development, Securities, Series 7, Investment Management, Investment Strategies, Fixed Income, Equity Valuation, Investments, Equities

Education
Columbia University Graduate School of Business   1980 — 1982
MBA, Business Administration - Investment Finance

University of Massachusetts, Amherst   1969 — 1980
BA, Economics, Business

Howard Kaplan Howard Kaplan Charlotte, North Carolina Details
Howard Kaplan's Columbia Management Experience July 1992 - October 2008
Job DIRECTOR GWIM RISK MANAGEMENT at BANK OF AMERICA
Industry Investment Management
Experience
Bank of America  June 2010 - June 2014
VA Dept. of the Treasury   May 2009 - June 2010
Columbia Management   July 1992 - October 2008
Bank of America  November 1986 - July 1992

Skills
Insurance, Corporates, Brokers, Investments, Portfolio Management, Risk Management, Fixed Income, Credit Analysis, Financial Risk, Trading, Bonds, Credit Risk, Banking, Financial Services, Securities, Financial Analysis, Mutual Funds, Loans, Mergers & Acquisitions, Investment Management, Bloomberg, Credit, Analysis, Capital Markets, Finance, Asset Management, Management, Equities, Alternative Investments

Education
University of Richmond - Robins School of Business   1981 — 1983
MBA, FINANCE

William & Mary   1973 — 1977
BBA, MANAGEMENT, ECONOMICS

Catherine Nelson Catherine Nelson Greater New York City Area Details
Catherine Nelson's Columbia Management Experience February 2003 - Present
Job Senior Equity Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management   February 2003 - Present
Morgan Stanley  September 1997 - November 2002

Skills
Equities, Equity Research, Hedge Funds, Asset Management, Derivatives, Alternative Investments, Fixed Income, Bloomberg, Valuation, Investments

Education
University of Pennsylvania - The Wharton School   1995 — 1997
MBA, Finance

Pamela DeNofa Lopes Pamela DeNofa Lopes Providence, Rhode Island Area Details
Pamela DeNofa Lopes's Columbia Management Experience June 2007 - September 2012
Job Team Lead at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  February 2015 - Present
Merrill Edge  July 2013 - 2015
Merrill Edge  September 2012 - July 2013
Columbia Management   June 2007 - September 2012
Bank of America  January 2009 - January 2010
Bank of America  January 2007 - June 2007
MetLife  April 2005 - June 2006
Foxwoods Resort Casino  May 1999 - June 2004

Skills
Series 9/10, Series 7, Series 63, Mutual Funds, Microsoft Excel, Customer Service, Investments, PowerPoint, Banking, Financial Services, Editing, Leadership, Nonprofits, Wealth Management, Fixed Annuities, Networking, Newsletters, Fixed Income, Asset Management, Microsoft Word, Series 6

Education
University of Rhode Island   1997 — 2009
BA, Communication Studies

Bill Flick, CIMA Bill Flick, CIMA Charlotte, North Carolina Area Details
Bill Flick, CIMA's Columbia Management Experience May 2006 - March 2012
Job Vice President, External Investment Consultant at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors  December 2014 - Present
Pioneer Investments  March 2012 - December 2014
Columbia Management   May 2006 - March 2012
Wachovia Securities, LLC  January 2003 - May 2006

Education
University of South Carolina - Darla Moore School of Business   1998 — 2002
BA, Finance

gary swayze gary swayze United States Details
gary swayze's Columbia Management Experience October 1997 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Columbia Management   October 1997 - March 2009
columbia management   1997 - 2009
Bank of America - Columbia Management Advisors   1997 - 2009
Fidelity Investments  1980 - 1995

Education
University of Missouri-Kansas City   1970 — 1974
B.A., economics

Barry Vallan Barry Vallan Greater Boston Area Details
Barry Vallan's Columbia Management Experience February 2006 - April 2010
Job Deputy Treasurer BofA Funds at BofA Global Capital Management
Industry Financial Services
Experience
BofA Global Capital Management  May 2010 - Present
BofA Global Capital Management  May 2010 - Present
Columbia Management   February 2006 - April 2010
Columbia Management   September 2002 - April 2010
PwC Consulting  1999 - 2002
Investors Bank & Trust  1993 - 1999

Skills
Asset Managment, Mutual Funds, Process Improvement, Accounting, Mergers, Fund Accounting, Management, Financial Services, Fixed Income, Project Management, Investments, Bloomberg, Six Sigma, Asset Management, Mergers & Acquisitions, Leadership, Portfolio Management, Finance

Education
University of Massachusetts Boston
BS, Finance / Marketing

University of Massachusetts, Amherst

Caroline Holt, CIMA® Caroline Holt, CIMA® Charleston, South Carolina Area Details
Caroline Holt, CIMA®'s Columbia Management Experience 2000 - 2006
Job Director, National Accounts at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments  2006 - Present
Columbia Management   2000 - 2006
Jefferson Pilot Financial  1996 - 2000

Skills
Marketing, Mutual Funds, Portfolio Management, Asset Allocation

Education
University of North Carolina at Chapel Hill   1988 — 1992
BA, Journalism

Wake Forest University - Babcock Graduate School of Management   1998 — 2000
MBA

Doug Kaplan Doug Kaplan Greater Boston Area Details
Doug Kaplan's Columbia Management Experience January 2013 - Present
Job Senior Expense Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management   January 2013 - Present
Brown Brothers Harriman  July 2011 - January 2013
Brown Brothers Harriman  May 2010 - July 2011
Brown Brothers Harriman  June 2007 - May 2010
Brown Brothers Harriman  July 2006 - June 2007

Skills
Fund Accounting, Cash, Mutual Funds, Bloomberg, Securities, Equities, Corporate Actions, Derivatives, Investments, Financial Analysis, Fixed Income, Valuation, Microsoft Excel

Education
University of Massachusetts, Amherst   2001 — 2005
Bachelor of Arts, Sociology

Edward Rowe Edward Rowe Washington D.C. Metro Area Details
Edward Rowe's Columbia Management Experience June 2012 - July 2013
Job Consultant at Deloitte Federal Technology Practice
Industry Information Technology and Services
Experience
Deloitte  July 2015 - Present
University of Maryland  August 2013 - May 2015
AcademyHealth  2014 - 2014
Columbia Management   June 2012 - July 2013
Columbia Management   June 2006 - June 2012
State Street  January 2006 - June 2006
State Street  August 2004 - January 2006

Skills
MS Office Suite, Problem Solving, Analysis, Financial Statement..., SQL, Essbase, Accounting, Expense Management, Leadership, Financial Reporting, Financial Analysis, General Ledger, Budget Monitoring, Income Statement, Humor

Education
University of Maryland - Robert H. Smith School of Business   2013 — 2015
MBA / MSIS

University of Massachusetts Dartmouth   2000 — 2004
Bachelor of Science (B.S.) Magna Cum Laude, Business Information Systems, 3.4

Alexander Chorewycz Alexander Chorewycz Greater Minneapolis-St. Paul Area Details
Alexander Chorewycz's Columbia Management Experience July 2011 - Present
Job Senior Business Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management   July 2011 - Present
Columbia Management   September 2003 - June 2011
Affinity Plus Federal Credit Union  February 2003 - July 2003

Skills
Access, Excel, Bloomberg, Investments, Word, PowerPoint, Problem Solving, Budgeting, Customer Relations, Credit, Business Analysis, Data Analysis, Compliance, Analysis, Outlook, Golden Source, BlackRock Aladdin, Asset Management, Microsoft Excel, Hedge Funds, Trading

Education
University of Minnesota-Twin Cities   1998 — 2003
B.S., Economics

Vicki Benjamin Vicki Benjamin Washington D.C. Metro Area Details
Vicki Benjamin's Columbia Management Experience 2001 - 2004
Job CFO Calvert Investments
Industry Accounting
Experience
KPMG Audit  August 2004 - December 2014
Columbia Management   2001 - 2004
coopers and lybrand  1989 - 1997
coopers and lybrand  1989 - 1997

Education
Bentley College
MBA

University of New Hampshire
BA, Business Administration

Robert Hale, CFA Robert Hale, CFA Greater Boston Area Details
Robert Hale, CFA's Columbia Management Experience March 2007 - December 2010
Job Senior Analyst at Mercer Global Investments
Industry Financial Services
Experience
Mercer Investment Consulting  March 2011 - Present
Columbia Management   March 2007 - December 2010
Columbia Management   July 2003 - March 2007
Columbia Management   March 2000 - July 2003
Hapco Inc.   July 1996 - March 2000

Education
University of Rochester   1992 — 1996
Bio/Geo, Marine Biology, Geology

Pamela Robbins Pamela Robbins Greater Boston Area Details
Pamela Robbins's Columbia Management Experience 1993 - 1998
Job
Industry Outsourcing/Offshoring
Experience
Mercer  January 2008 - Present
Columbia Management   1993 - 1998

Skills
HR Consulting, Talent Management, Human Resources, Organizational..., Leadership Development, Proposal Writing, Management, Employee Benefits, Change Management, Strategic Planning, Employee Relations, Recruiting, 401k

Education
University of Massachusetts, Amherst   1983 — 1985
BA, Psychology

Jaclyn Fortier Jaclyn Fortier Greater Boston Area Details
Jaclyn Fortier's Columbia Management Experience August 2013 - July 2015
Job Senior Tax Accountant
Industry Financial Services
Experience
CBIZ Tofias  July 2015 - Present
Columbia Management   August 2013 - July 2015
Columbia Management   August 2011 - August 2013
JPMorgan Chase  December 2010 - August 2011
J.P. Morgan   October 2008 - December 2010

Skills
Bloomberg, Fund Accounting, Mutual Funds, Tax, Financial Modeling, Financial Services, Investments, Financial Analysis, Accounting, Hedge Funds, Account Reconciliation, Due Diligence, Finance, Access, Microsoft Office

Education
Suffolk University - Sawyer School of Management   2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Massachusetts Dartmouth   2004 — 2008
Bachelors of Science, Finance

Pete Kropp Pete Kropp Greater Boston Area Details
Pete Kropp's Columbia Management Experience October 2009 - Present
Job Regional Sales Director at Columbia Management
Industry Financial Services
Experience
Columbia Management   October 2009 - Present
Columbia Management   June 2009 - October 2009
Ameriprise Financial Services Inc  May 2008 - May 2009

Education
University of New Hampshire   2004 — 2007
B.S, Kinesiology

University of New Hampshire
Minor, Economics

University of New Hampshire
Minor, Economics

Tammy Osman Tammy Osman Saint Paul, Minnesota Details
Tammy Osman's Columbia Management Experience February 2010 - December 2012
Job Office Administrator at Mairs and Power, Inc.
Industry Financial Services
Experience
Mairs and Power, Inc.   December 2012 - Present
Columbia Management   February 2010 - December 2012
RiverSource Investments, LLC   October 2004 - February 2010
Ameriprise Financial Services, Inc.   July 1997 - October 2004

Skills
Asset Management, Investments, Requirements Gathering, Business Analysis, Compliance, Project Coordination, Process Improvement, Asset Managment

Education
University of Northern Iowa   1987 — 1992
Bachelor of Arts (B.A.), Finance, General

Dhruv Toolsidas, CFA Dhruv Toolsidas, CFA New York, New York Details
Dhruv Toolsidas, CFA's Columbia Management Experience 2007 - Present
Job Portfolio Manager at Columbia Management
Industry Financial Services
Experience
Columbia Management   2007 - Present
U.S. Trust   2003 - 2007
Cascade Technologies   January 1994 - May 2000

Skills
Equities, Asset Management, Alternative Investments

Education
New York University - Leonard N. Stern School of Business   2000 — 2002
MBA, Finance & Statistics

Bombay University   1991 — 1993
M.Sc., Computer Science

St. Xavier's College, Bombay   1988 — 1991
B.Sc., Mathematics

Suzanne McKim Suzanne McKim Bend, Oregon Details
Suzanne McKim's Columbia Management Experience 1998 - 2006
Job Partner at Platte River Capital
Industry Investment Management
Experience
Platte River Capital  May 2006 - Present
Columbia Management   1998 - 2006

Skills
Equities, Hedge Funds, Asset Management, Alternative Investments

Education
University of Missouri-Columbia
Master of Business Administration (MBA)

Russell Bloomfield Russell Bloomfield Brooklyn, New York Details
Russell Bloomfield's Columbia Management Experience January 2002 - Present
Job Equity Research Analyst at Columbia Management
Industry Investment Management
Experience
Columbia Management   January 2002 - Present
Goldman Sachs  June 1999 - December 2001

Skills
Equity Research, Valuation, Equities

Education
University of Pennsylvania   1995 — 1999
Bachelor of Science (BS), Economics

Half hollow hills   1991 — 1995

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