Aviva Investors
Industry: Company
DescriptionAviva Investors is an asset management company and is part of the Aviva group. It has global assets under management of over £315 billion, including equities, fixed income, investment solutions, multi-asset, and property investments. CEO: Euan G. Munro (Jan 2014–) Headquarters: London, United Kingdom CFO: David Clayton Subsidiaries: The Mall Fund, Aviva Investors France SA, Chief investment officer: Al Denholm (Solutions), Mark Versey (Real Assets) Parent organizations: Aviva, Aviva Investors Holdings Limited
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Aviva Investors Employees
Employee
Years
Job
Industry
Aaron Gerdes Aaron Gerdes's Aviva Investors Experience January 2012 - October 2013
Job Investment Operations Analyst at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors May 2015 - Present
Athene Asset Management October 2013 - April 2015
Aviva Investors January 2012 - October 2013
Principal Global Investors June 2007 - January 2012
Skills
Bloomberg, Fixed Income, Asset Management, Investments, Equities, Securities, Corporate Actions, BlackRock Aladdin, Portia, PAM for Securities, Settlement
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2016
Master of Business Administration (MBA)
Buena Vista University 2003 — 2007
BA, Accounting
Principal Global Investors May 2015 - Present
Athene Asset Management October 2013 - April 2015
Aviva Investors January 2012 - October 2013
Principal Global Investors June 2007 - January 2012
Skills
Bloomberg, Fixed Income, Asset Management, Investments, Equities, Securities, Corporate Actions, BlackRock Aladdin, Portia, PAM for Securities, Settlement
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2016
Master of Business Administration (MBA)
Buena Vista University 2003 — 2007
BA, Accounting
Sarah Biermann, CFA Sarah Biermann, CFA's Aviva Investors Experience April 2011 - October 2013
Job Investment Director at Athene Asset Management
Industry Investment Management
Experience
Athene Asset Managment January 2014 - Present
Aviva Investors April 2011 - October 2013
FBL Financial Group August 2006 - April 2011
Skills
Investments, Fixed Income, Asset Management, Portfolio Management, Bloomberg, Mutual Funds, Financial Analysis, Bonds
Education
Iowa State University 2000 — 2004
Bachelor of Science, Finance
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA)
Athene Asset Managment January 2014 - Present
Aviva Investors April 2011 - October 2013
FBL Financial Group August 2006 - April 2011
Skills
Investments, Fixed Income, Asset Management, Portfolio Management, Bloomberg, Mutual Funds, Financial Analysis, Bonds
Education
Iowa State University 2000 — 2004
Bachelor of Science, Finance
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA)
Eric Hasenauer Eric Hasenauer's Aviva Investors Experience July 2009 - May 2013
Job Head of US Institutional Sales at Connor, Clark & Lunn Financial Group
Industry Investment Management
Experience
Connor, Clark & Lunn Financial Group June 2013 - Present
Aviva Investors July 2009 - May 2013
Credit Suisse April 2005 - June 2009
Lazard Asset Management August 2000 - March 2005
Skills
Asset Management, Equities, Alternative Investments, Investments, Fixed Income, Hedge Funds, Mutual Funds, Portfolio Management, Asset Allocation, Investment Management, Bloomberg, Investment Strategies, Derivatives, Wealth Management, Financial Services
Education
Williams College 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA), Finance, General
Connor, Clark & Lunn Financial Group June 2013 - Present
Aviva Investors July 2009 - May 2013
Credit Suisse April 2005 - June 2009
Lazard Asset Management August 2000 - March 2005
Skills
Asset Management, Equities, Alternative Investments, Investments, Fixed Income, Hedge Funds, Mutual Funds, Portfolio Management, Asset Allocation, Investment Management, Bloomberg, Investment Strategies, Derivatives, Wealth Management, Financial Services
Education
Williams College 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA), Finance, General
Michele Slawson Michele Slawson's Aviva Investors Experience January 2011 - April 2011
Job Senior Investment Product Advisor at Principal Global Investors
Industry Financial Services
Experience
Kum & Go September 2015 - Present
Principal Global Investors May 2014 - September 2015
Principal Financial Group March 2013 - May 2014
Miles Capital, Inc. April 2011 - March 2013
condo association 2009 - 2013
Aviva Investors January 2011 - April 2011
Aviva Investors North America August 2010 - January 2011
Aviva Investors North America January 2008 - August 2010
Aviva Investors North America May 2007 - January 2008
Civic Music Association March 2006 - May 2007
Skills
Relationship Management, Strategy, Business Analysis, Program Management, Leadership, Financial Services, Project Management, Strategic Planning, Analysis, Investments, Business Development, Business Strategy, Finance, Mutual Funds, Project Delivery, Business Process, Hedge Funds, Business Transformation, Financial Risk, Derivatives, Budgets, Bonds, Asset Management, Project Planning, Financial Analysis
Education
Drake University 1999 — 2002
MBA
Washburn University 1986 — 1990
Ba, Criminal Justice Corrections
Kum & Go September 2015 - Present
Principal Global Investors May 2014 - September 2015
Principal Financial Group March 2013 - May 2014
Miles Capital, Inc. April 2011 - March 2013
condo association 2009 - 2013
Aviva Investors January 2011 - April 2011
Aviva Investors North America August 2010 - January 2011
Aviva Investors North America January 2008 - August 2010
Aviva Investors North America May 2007 - January 2008
Civic Music Association March 2006 - May 2007
Skills
Relationship Management, Strategy, Business Analysis, Program Management, Leadership, Financial Services, Project Management, Strategic Planning, Analysis, Investments, Business Development, Business Strategy, Finance, Mutual Funds, Project Delivery, Business Process, Hedge Funds, Business Transformation, Financial Risk, Derivatives, Budgets, Bonds, Asset Management, Project Planning, Financial Analysis
Education
Drake University 1999 — 2002
MBA
Washburn University 1986 — 1990
Ba, Criminal Justice Corrections
Pete Andrews Pete Andrews's Aviva Investors Experience January 2013 - Present
Job Head of Investment Operations North America
Industry Investment Management
Experience
Aviva Investors January 2013 - Present
Northern Trust March 2011 - January 2013
JP Morgan March 2000 - March 2011
JP Morgan May 1998 - March 2000
JP Morgan Chase February 1997 - April 1998
UST Trading March 1995 - December 1995
CME Group September 1994 - November 1994
Skills
Fixed Income, Financial Markets, Equities, Trading, Bonds, Derivatives, Operations Management, Middle Office, Treasury, Outsourcing, Cash Management, Risk Management, Customer Service, Liquidity Management, Options, Interest Rate Swaps, Commercial Paper, FX Swaps, Asset Management, Securities, Investments, Futures, Hedge Funds, Trading Systems
Education
Illinois Institute of Technology
M.B.A., Finance
DePaul University
B.S., Finance
Aviva Investors January 2013 - Present
Northern Trust March 2011 - January 2013
JP Morgan March 2000 - March 2011
JP Morgan May 1998 - March 2000
JP Morgan Chase February 1997 - April 1998
UST Trading March 1995 - December 1995
CME Group September 1994 - November 1994
Skills
Fixed Income, Financial Markets, Equities, Trading, Bonds, Derivatives, Operations Management, Middle Office, Treasury, Outsourcing, Cash Management, Risk Management, Customer Service, Liquidity Management, Options, Interest Rate Swaps, Commercial Paper, FX Swaps, Asset Management, Securities, Investments, Futures, Hedge Funds, Trading Systems
Education
Illinois Institute of Technology
M.B.A., Finance
DePaul University
B.S., Finance
Neha Dhar's Aviva Investors Experience September 2011 - March 2012
Job Data Engineer at Acadian Asset Management
Industry Insurance
Experience
Acadian Asset Management Data EngineerAcadian Asset ManagementFebruary 2014 - Present
Athene USA April 2012 - February 2014
Aviva Investors September 2011 - March 2012
University of North Texas August 2010 - April 2011
Skills
Matlab, C#, Microsoft SQL Server, .NET, XML, SSRS, Crystal Reports, Microsoft Excel, VBA, Access, Bloomberg, Data Analysis, PnL, Performance Attribution, SSAS 2008, FXConnect, GTSS, Financial Statement...
Education
Harvard University 2015 — 2018
Master’s Degree, Finance, General
University of North Texas 2009 — 2012
Master's degree, Computer Engineering
RMCE (JNTU University) 2005 — 2009
Bachelor of Technology (BTech), Electrical and Electronics Engineering
Acadian Asset Management Data EngineerAcadian Asset ManagementFebruary 2014 - Present
Athene USA April 2012 - February 2014
Aviva Investors September 2011 - March 2012
University of North Texas August 2010 - April 2011
Skills
Matlab, C#, Microsoft SQL Server, .NET, XML, SSRS, Crystal Reports, Microsoft Excel, VBA, Access, Bloomberg, Data Analysis, PnL, Performance Attribution, SSAS 2008, FXConnect, GTSS, Financial Statement...
Education
Harvard University 2015 — 2018
Master’s Degree, Finance, General
University of North Texas 2009 — 2012
Master's degree, Computer Engineering
RMCE (JNTU University) 2005 — 2009
Bachelor of Technology (BTech), Electrical and Electronics Engineering
Crystal McClenthen, CFA's Aviva Investors Experience January 2011 - March 2012
Job Senior Product Manager at Principal Funds
Industry Financial Services
Experience
Principal Funds November 2013 - Present
Principal Global Investors March 2012 - November 2013
Aviva Investors January 2011 - March 2012
Aviva Investors January 2009 - January 2011
McKinley Capital Management August 2006 - September 2008
McKinley Capital Management January 2005 - August 2006
Smith Barney April 2003 - January 2005
Skills
Portfolio Management, Equities, Asset Management, Alternative Investments, Asset Managment, Asset Allocation, Investments, Derivatives, Mutual Funds, Fixed Income, Investment Strategies, Bloomberg, Bonds, Series 7, Series 24
Education
University of Alaska Anchorage 2002 — 2004
BA, Management and Marketing
Illinois State University 2000 — 2002
Principal Funds November 2013 - Present
Principal Global Investors March 2012 - November 2013
Aviva Investors January 2011 - March 2012
Aviva Investors January 2009 - January 2011
McKinley Capital Management August 2006 - September 2008
McKinley Capital Management January 2005 - August 2006
Smith Barney April 2003 - January 2005
Skills
Portfolio Management, Equities, Asset Management, Alternative Investments, Asset Managment, Asset Allocation, Investments, Derivatives, Mutual Funds, Fixed Income, Investment Strategies, Bloomberg, Bonds, Series 7, Series 24
Education
University of Alaska Anchorage 2002 — 2004
BA, Management and Marketing
Illinois State University 2000 — 2002
Jean-Francois Milette Jean-Francois Milette's Aviva Investors Experience April 2013 - Present
Job Managing Director at Aviva Investors
Industry Financial Services
Experience
Aviva Investors April 2013 - Present
Aon Hewitt May 2012 - April 2013
bfinance January 2010 - May 2012
Dexia Asset Management August 2008 - February 2010
Manulife Asset Management 2005 - 2008
SEI 2003 - 2005
Skills
Investment Strategies, Asset Managment, Alternative Investments, Investments, Asset Management, Asset Allocation, Equities, Fixed Income, Defined Benefit, Capital Markets, Investment Management, Pensions, Portfolio Management, Hedge Funds, Mutual Funds, Wealth Management, Retirement
Education
Concordia University
Sherbrooke University
MBA
Aviva Investors April 2013 - Present
Aon Hewitt May 2012 - April 2013
bfinance January 2010 - May 2012
Dexia Asset Management August 2008 - February 2010
Manulife Asset Management 2005 - 2008
SEI 2003 - 2005
Skills
Investment Strategies, Asset Managment, Alternative Investments, Investments, Asset Management, Asset Allocation, Equities, Fixed Income, Defined Benefit, Capital Markets, Investment Management, Pensions, Portfolio Management, Hedge Funds, Mutual Funds, Wealth Management, Retirement
Education
Concordia University
Sherbrooke University
MBA
Patrick Sanchez Patrick Sanchez's Aviva Investors Experience August 2014 - Present
Job Executive Administrator: Creative, Personable and Fun
Industry Executive Office
Experience
Aviva Investors August 2014 - Present
Coach November 2010 - October 2014
McMaster-Carr March 2014 - August 2014
Office Team (Aviva Investors Americas) December 2013 - March 2014
Advantage xPO March 2011 - September 2013
Ann Taylor September 2005 - November 2010
PeopleScout June 2007 - July 2008
Holmes Place Chicago January 2007 - March 2008
Skills
Outlook, Customer Service, Microsoft Word, Interviews, Data Entry, Administrative..., Leadership, Recruiting, Employee Relations, Social Networking, Administrative Support, Event Planning, Microsoft Office, Management, Time Management, Training
Education
DePaul University 2009 — 2011
Bachelor of Arts, English: Creative Writing
Harold Washington College - City College of Chicago 2005 — 2009
Associate in Arts, Liberal Arts and Sciences
Aviva Investors August 2014 - Present
Coach November 2010 - October 2014
McMaster-Carr March 2014 - August 2014
Office Team (Aviva Investors Americas) December 2013 - March 2014
Advantage xPO March 2011 - September 2013
Ann Taylor September 2005 - November 2010
PeopleScout June 2007 - July 2008
Holmes Place Chicago January 2007 - March 2008
Skills
Outlook, Customer Service, Microsoft Word, Interviews, Data Entry, Administrative..., Leadership, Recruiting, Employee Relations, Social Networking, Administrative Support, Event Planning, Microsoft Office, Management, Time Management, Training
Education
DePaul University 2009 — 2011
Bachelor of Arts, English: Creative Writing
Harold Washington College - City College of Chicago 2005 — 2009
Associate in Arts, Liberal Arts and Sciences
Luke Walker's Aviva Investors Experience June 2012 - August 2013
Job Operations Specialist at Magnetar Capital
Industry Capital Markets
Experience
Magnetar Capital January 2015 - Present
OTC Structured Products, Hedge Fund Services June 2014 - December 2014
OTC Structured Products, Northern Trust September 2013 - June 2014
Aviva Investors June 2012 - August 2013
Aviva Investors November 2011 - June 2012
Principal Global Investors March 2011 - December 2011
Principal Global Investors January 2009 - March 2011
Principal Financial Group July 2007 - December 2008
Skills
Data Integrity, Fixed Income, Bloomberg, Settlement, Portia, Loans, Corporate Actions, Debt, Bonds, Securities, Credit, Asset Management, Interest Rate Swaps, Variance Swaps, Credit Derivatives, Exotic Derivatives, Options, FX Options, Portfolio Management, Investment Management, Derivatives, Equities, Investments, Swaps, Collateral Management, Finance, Hedge Funds
Education
University of Notre Dame - Mendoza College of Business 2015 — 2016
Master's Degree, Finance and Financial Management Services
Hillsdale College 2004 — 2007
B.A., Financial Management
Magnetar Capital January 2015 - Present
OTC Structured Products, Hedge Fund Services June 2014 - December 2014
OTC Structured Products, Northern Trust September 2013 - June 2014
Aviva Investors June 2012 - August 2013
Aviva Investors November 2011 - June 2012
Principal Global Investors March 2011 - December 2011
Principal Global Investors January 2009 - March 2011
Principal Financial Group July 2007 - December 2008
Skills
Data Integrity, Fixed Income, Bloomberg, Settlement, Portia, Loans, Corporate Actions, Debt, Bonds, Securities, Credit, Asset Management, Interest Rate Swaps, Variance Swaps, Credit Derivatives, Exotic Derivatives, Options, FX Options, Portfolio Management, Investment Management, Derivatives, Equities, Investments, Swaps, Collateral Management, Finance, Hedge Funds
Education
University of Notre Dame - Mendoza College of Business 2015 — 2016
Master's Degree, Finance and Financial Management Services
Hillsdale College 2004 — 2007
B.A., Financial Management
Aaron Kane Aaron Kane's Aviva Investors Experience July 2012 - September 2013
Job SMA Investment Operations at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors January 2014 - Present
Athene Asset Management September 2013 - January 2014
Aviva Investors July 2012 - September 2013
Aviva Investors June 2011 - June 2012
Skills
Crystal Reports, Microsoft SQL Server, Bloomberg, BlackRock Aladdin, Charles River IMS, Omgeo Oasys, Investment Management, Investments, Microsoft Excel
Education
Iowa State University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Iowa State University 2007 — 2012
Bachelor's degree, Accounting
Principal Global Investors January 2014 - Present
Athene Asset Management September 2013 - January 2014
Aviva Investors July 2012 - September 2013
Aviva Investors June 2011 - June 2012
Skills
Crystal Reports, Microsoft SQL Server, Bloomberg, BlackRock Aladdin, Charles River IMS, Omgeo Oasys, Investment Management, Investments, Microsoft Excel
Education
Iowa State University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Iowa State University 2007 — 2012
Bachelor's degree, Accounting
Gwen Gosselink Gwen Gosselink's Aviva Investors Experience September 2006 - June 2013
Job
Industry Financial Services
Experience
Miles Capital, Inc. June 2013 - Present
Aviva Securities October 2007 - June 2013
Aviva Investors September 2006 - June 2013
Skills
Investments, Financial Risk, Asset Management, Securities, Fixed Income, Management, Investment Management, Mutual Funds, AML, Corporate Governance
Education
William Penn University 1999 — 2002
Bachelor of Arts (BA), Business
Des Moines Area Community College 1984 — 1988
Associate of Science (AS), Legal Assistant/Paralegal
Miles Capital, Inc. June 2013 - Present
Aviva Securities October 2007 - June 2013
Aviva Investors September 2006 - June 2013
Skills
Investments, Financial Risk, Asset Management, Securities, Fixed Income, Management, Investment Management, Mutual Funds, AML, Corporate Governance
Education
William Penn University 1999 — 2002
Bachelor of Arts (BA), Business
Des Moines Area Community College 1984 — 1988
Associate of Science (AS), Legal Assistant/Paralegal
Nidheesh K Nidheesh K's Aviva Investors Experience May 2010 - November 2013
Job Associate Project Manager at UST Global
Industry Information Technology and Services
Experience
UST Global June 2006 - Present
Aviva Investors May 2010 - November 2013
e-High Tech April 2004 - May 2006
ITCS July 2001 - April 2004
Compact Systems April 2000 - July 2001
Skills
PL/SQL, SDLC, Project Management, Microsoft Technologies, Microsoft SQL Server, PowerBuilder, Matlab, Oracle, C#, .NET, Sybase, Systems Analysis, Data Modeling, Banking, Insurance, Investors, System Design, Building Automation, Automation, Test Automation, Payroll, Onsite-Offshore..., Requirements Analysis, Scrum, Databases, Agile Methodologies, SQL
Education
Institution of Engineers (India)
Associate Member(AMIE), Computer Engineering
CDAC
PGDCA, Computer Programming, Specific Applications
Govt. Polytechnic College 1997 — 2000
Diploma in Computer Engineering, Computer Engineering
UST Global June 2006 - Present
Aviva Investors May 2010 - November 2013
e-High Tech April 2004 - May 2006
ITCS July 2001 - April 2004
Compact Systems April 2000 - July 2001
Skills
PL/SQL, SDLC, Project Management, Microsoft Technologies, Microsoft SQL Server, PowerBuilder, Matlab, Oracle, C#, .NET, Sybase, Systems Analysis, Data Modeling, Banking, Insurance, Investors, System Design, Building Automation, Automation, Test Automation, Payroll, Onsite-Offshore..., Requirements Analysis, Scrum, Databases, Agile Methodologies, SQL
Education
Institution of Engineers (India)
Associate Member(AMIE), Computer Engineering
CDAC
PGDCA, Computer Programming, Specific Applications
Govt. Polytechnic College 1997 — 2000
Diploma in Computer Engineering, Computer Engineering
Joseph Wittrock's Aviva Investors Experience 2004 - 2011
Job VP Investments at Security Benefit
Industry Investment Management
Experience
Security Benefit June 2014 - Present
Aviva USA March 2009 - October 2013
Aviva Investors 2004 - 2011
Aviva Investors June 2000 - March 2004
Education
The University of Chicago Booth School of Business 2003 — 2006
Master of Business Administration (MBA), with Honors, Quantitative Finance and Strategic Management
Buena Vista University 1996 — 2000
Bachelor of Arts (BA), summa cum laude, Finance and Banking; Economics
Security Benefit June 2014 - Present
Aviva USA March 2009 - October 2013
Aviva Investors 2004 - 2011
Aviva Investors June 2000 - March 2004
Education
The University of Chicago Booth School of Business 2003 — 2006
Master of Business Administration (MBA), with Honors, Quantitative Finance and Strategic Management
Buena Vista University 1996 — 2000
Bachelor of Arts (BA), summa cum laude, Finance and Banking; Economics
Shipra Srivastava Shipra Srivastava's Aviva Investors Experience June 2010 - September 2010
Job Associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2014 - Present
BlackRock August 2011 - December 2013
Bloomberg LP January 2011 - May 2011
Aviva Investors June 2010 - September 2010
Third Point LLC January 2010 - May 2010
Skills
C++, SQL, JavaScript, Perl, VBA, Microsoft Excel, PowerPoint, Matlab, Trading, Bloomberg, Options, Quantitative Finance, Portfolio Management, Fixed Income, Derivatives
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2011
MS, Operations Research
Guru Gobind Singh Indraprastha University 2005 — 2009
B.Tech, Information Technology
Morgan Stanley Investment Management January 2014 - Present
BlackRock August 2011 - December 2013
Bloomberg LP January 2011 - May 2011
Aviva Investors June 2010 - September 2010
Third Point LLC January 2010 - May 2010
Skills
C++, SQL, JavaScript, Perl, VBA, Microsoft Excel, PowerPoint, Matlab, Trading, Bloomberg, Options, Quantitative Finance, Portfolio Management, Fixed Income, Derivatives
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2011
MS, Operations Research
Guru Gobind Singh Indraprastha University 2005 — 2009
B.Tech, Information Technology
Henry Wood Henry Wood's Aviva Investors Experience June 2011 - Present
Job Managing Director at Skywalk Global
Industry Information Technology and Services
Experience
Skywalk Global September 2012 - Present
Aviva Investors June 2011 - Present
Saydel Community School District September 2011 - Present
Bethany Preschool March 2013 - Present
Aviva Investors October 2012 - September 2013
Aviva Investors August 2012 - February 2013
Aviva Investors April 2009 - June 2011
Aviva Investors June 2007 - April 2009
Aviva Investors January 2006 - June 2007
Casey's General Stores April 2002 - January 2006
Skills
Business Analysis, SDLC, VBA, Requirements Analysis, Agile Methodologies, SQL, Requirements Gathering, Vendor Management, IT Strategy, Scrum, .NET, Microsoft SQL Server, Applications..., PMP, Software Development, PMO, Management, Project Management, Leadership, Software Project..., Team Leadership, Business Intelligence, Process Improvement
Education
Drake University 2005 — 2007
MBA, Executive
University of Iowa 1997 — 2001
BS, MIS
Saydel
Saydel
Skywalk Global September 2012 - Present
Aviva Investors June 2011 - Present
Saydel Community School District September 2011 - Present
Bethany Preschool March 2013 - Present
Aviva Investors October 2012 - September 2013
Aviva Investors August 2012 - February 2013
Aviva Investors April 2009 - June 2011
Aviva Investors June 2007 - April 2009
Aviva Investors January 2006 - June 2007
Casey's General Stores April 2002 - January 2006
Skills
Business Analysis, SDLC, VBA, Requirements Analysis, Agile Methodologies, SQL, Requirements Gathering, Vendor Management, IT Strategy, Scrum, .NET, Microsoft SQL Server, Applications..., PMP, Software Development, PMO, Management, Project Management, Leadership, Software Project..., Team Leadership, Business Intelligence, Process Improvement
Education
Drake University 2005 — 2007
MBA, Executive
University of Iowa 1997 — 2001
BS, MIS
Saydel
Saydel
Kanwalpreet Dhindsa Kanwalpreet Dhindsa's Aviva Investors Experience July 2013 - December 2013
Job at Singtel (Trustwave)
Industry Computer & Network Security
Experience
Singtel (Trustwave-SpiderLabs) June 2015 - Present
San Jose State University January 2015 - May 2015
San Jose State University August 2014 - December 2014
Aviva Investors July 2013 - December 2013
National Thermal Power Corporation May 2009 - July 2009
Skills
Web Application Security, Burp Suite, Penetration Testing, C, Java, JavaScript, HTML, Linux, XSS, SQL Injection, CSRF, Android Development, TCP/IP, Cisco IOS, Software Defined..., Android SDK, Client-server..., OSI Model, Cloud Applications, IEEE 802.11, IEEE 802.3, RIP, OSPF, HTTP, SSL, DNS, DHCP, ARP, SMTP, Bluetooth, ICMP
Education
San Jose State University 2013 — 2015
Master's degree, Electrical and Electronics Engineering (Computer Networks)
BITS Pilani 2008 — 2013
Bachelor's degree, Electrical and Electronics Engineering
Birla Institute of Technology and Science 2008 — 2013
Master's degree, Economics
Singtel (Trustwave-SpiderLabs) June 2015 - Present
San Jose State University January 2015 - May 2015
San Jose State University August 2014 - December 2014
Aviva Investors July 2013 - December 2013
National Thermal Power Corporation May 2009 - July 2009
Skills
Web Application Security, Burp Suite, Penetration Testing, C, Java, JavaScript, HTML, Linux, XSS, SQL Injection, CSRF, Android Development, TCP/IP, Cisco IOS, Software Defined..., Android SDK, Client-server..., OSI Model, Cloud Applications, IEEE 802.11, IEEE 802.3, RIP, OSPF, HTTP, SSL, DNS, DHCP, ARP, SMTP, Bluetooth, ICMP
Education
San Jose State University 2013 — 2015
Master's degree, Electrical and Electronics Engineering (Computer Networks)
BITS Pilani 2008 — 2013
Bachelor's degree, Electrical and Electronics Engineering
Birla Institute of Technology and Science 2008 — 2013
Master's degree, Economics
Phamton Consulting LLC's Aviva Investors Experience July 2010 - September 2011
Job Senior Release Manager Consultant
Industry Computer Software
Experience
Cree January 2013 - May 2014
PNM Resources April 2012 - September 2012
Rockwell Automation September 2011 - April 2012
Aviva Investors July 2010 - September 2011
R & G Engineering June 2009 - July 2010
Amdocs April 2007 - June 2009
Motorola Mobility July 2003 - April 2007
Motorola Solutions July 2000 - July 2003
Boeing July 1998 - July 2000
Skills
Release Management, Change Management, Environment Management, Software Project..., Software Configuration..., Software Quality..., Software Development, Configuration Management, Business Analysis, Subversion, .NET, JIRA, Testing, ITIL, Visio, Requirements Analysis, ClearCase, Project Management, Scrum, Vendor Management, Information Technology, SDLC, CRM, User Acceptance Testing, IT Service Management, Requirements Gathering, Java, Data Center, Agile Methodologies, SharePoint, Unix, Enterprise Architecture, Integration, Oracle, C++, PMP, SOA, SQL, Databases
Education
Illinois Institute of Technology 2014 — 2015
Master's Degree, Masters in Information Technology & Management, GPA 4.0
Florida Atlantic University 1992 — 1998
Bachelor of Science in Mechanical Engineering, Computer Science applications, GPA 3.0
Cree January 2013 - May 2014
PNM Resources April 2012 - September 2012
Rockwell Automation September 2011 - April 2012
Aviva Investors July 2010 - September 2011
R & G Engineering June 2009 - July 2010
Amdocs April 2007 - June 2009
Motorola Mobility July 2003 - April 2007
Motorola Solutions July 2000 - July 2003
Boeing July 1998 - July 2000
Skills
Release Management, Change Management, Environment Management, Software Project..., Software Configuration..., Software Quality..., Software Development, Configuration Management, Business Analysis, Subversion, .NET, JIRA, Testing, ITIL, Visio, Requirements Analysis, ClearCase, Project Management, Scrum, Vendor Management, Information Technology, SDLC, CRM, User Acceptance Testing, IT Service Management, Requirements Gathering, Java, Data Center, Agile Methodologies, SharePoint, Unix, Enterprise Architecture, Integration, Oracle, C++, PMP, SOA, SQL, Databases
Education
Illinois Institute of Technology 2014 — 2015
Master's Degree, Masters in Information Technology & Management, GPA 4.0
Florida Atlantic University 1992 — 1998
Bachelor of Science in Mechanical Engineering, Computer Science applications, GPA 3.0
Karis Wong Karis Wong's Aviva Investors Experience January 2013 - September 2013
Job Actuarial Analyst at Athene USA
Industry Financial Services
Experience
Athene USA August 2014 - Present
Drake University January 2012 - May 2014
Aviva Investors January 2013 - September 2013
Amara Investments May 2012 - July 2012
Skills
Investments, Teamwork, English, Malay, Mandarin, Actuarial Science, Microsoft Office, Finance, Risk Management, Analysis, Access, Asset Allocation, VBA
Education
Drake University 2012 — 2014
Bachelor of Business Administration, Actuarial Science
INTI International College Subang 2010 — 2011
Athene USA August 2014 - Present
Drake University January 2012 - May 2014
Aviva Investors January 2013 - September 2013
Amara Investments May 2012 - July 2012
Skills
Investments, Teamwork, English, Malay, Mandarin, Actuarial Science, Microsoft Office, Finance, Risk Management, Analysis, Access, Asset Allocation, VBA
Education
Drake University 2012 — 2014
Bachelor of Business Administration, Actuarial Science
INTI International College Subang 2010 — 2011
Julie (Nordon) Barker Julie (Nordon) Barker's Aviva Investors Experience April 2011 - April 2012
Job Looking for a job in Virginia beach
Industry Marketing and Advertising
Experience
Jnb Connect July 2015 - Present
Angel's Salumi & Truffles March 2015 - July 2015
San Diego French American Chamber of Commerce November 2013 - February 2015
Agence Publics February 2013 - June 2013
Sectorlight April 2012 - August 2012
Aviva Investors April 2011 - April 2012
Zitrocom June 2010 - December 2010
Maréchal Electric January 2008 - April 2010
EDF April 2007 - December 2007
Skills
Marketing Communications, Digital Marketing, Online Advertising, Marketing Strategy, Email Marketing, Direct Marketing, Project Management, Marketing, Business Strategy, French, Communication marketing, Français, Gestion de projet, Stratégie marketing
Education
EMLV - École de Management Léonard de Vinci 2002 — 2007
Master's degree, General Sales, Merchandising and Related Marketing Operations
Ecole de management Léonard de Vinci 2002 — 2007
Bac +5, Marketing, communication et vente
Notre Dame des Oiseaux 2000 — 2002
Bac, Science and Economy
Saint Dominique, Neuilly sur seine 1996 — 2000
Jnb Connect July 2015 - Present
Angel's Salumi & Truffles March 2015 - July 2015
San Diego French American Chamber of Commerce November 2013 - February 2015
Agence Publics February 2013 - June 2013
Sectorlight April 2012 - August 2012
Aviva Investors April 2011 - April 2012
Zitrocom June 2010 - December 2010
Maréchal Electric January 2008 - April 2010
EDF April 2007 - December 2007
Skills
Marketing Communications, Digital Marketing, Online Advertising, Marketing Strategy, Email Marketing, Direct Marketing, Project Management, Marketing, Business Strategy, French, Communication marketing, Français, Gestion de projet, Stratégie marketing
Education
EMLV - École de Management Léonard de Vinci 2002 — 2007
Master's degree, General Sales, Merchandising and Related Marketing Operations
Ecole de management Léonard de Vinci 2002 — 2007
Bac +5, Marketing, communication et vente
Notre Dame des Oiseaux 2000 — 2002
Bac, Science and Economy
Saint Dominique, Neuilly sur seine 1996 — 2000
Nigyar Mamedova, CA, CPA Nigyar Mamedova, CA, CPA's Aviva Investors Experience August 2011 - November 2011
Job Finance Leadership, SEC and Technical Accounting Advisory
Industry Financial Services
Experience
Toastmasters International March 2015 - Present
Jefferies 2013 - 2014
Aviva plc March 2012 - December 2012
Aviva Canada September 2010 - February 2012
Aviva Investors August 2011 - November 2011
PricewaterhouseCoopers October 2005 - August 2010
Deloitte, Toronto, Canada November 2003 - September 2005
Ernst&Young December 1995 - January 2000
Skills
IFRS, US GAAP, Internal Controls, Accounting, Sarbanes-Oxley Act, SEC filings, Financial Reporting, Internal Audit, Insurance, Derivatives, Finance, Financial Risk, Technical Accounting, Financial Services, Auditing, Consolidation, SOX, Financial Instruments, External Audit, Valuation, Leadership, Hedge Funds, Financial Statements, Big 4, Assurance, Capital Markets, Financial Analysis, Investments, Coaching, Enterprise Risk..., Financial Audits, Financial Accounting, Corporate Finance, Management, Analytical Skills, IT Audit, Policy, CPA, Asset Management, Managerial Finance, Strategic Financial..., Financial Planning, SEC reporting, Big Four, Communication Skills, Independent Self-starter, accounting policy, COSO, Public Speaking, People Skills
Education
Kansas State University 2000 — 2001
Masters, Economics
Baku State University 1989 — 1994
Bachelor, Mathematics
Toastmasters International March 2015 - Present
Jefferies 2013 - 2014
Aviva plc March 2012 - December 2012
Aviva Canada September 2010 - February 2012
Aviva Investors August 2011 - November 2011
PricewaterhouseCoopers October 2005 - August 2010
Deloitte, Toronto, Canada November 2003 - September 2005
Ernst&Young December 1995 - January 2000
Skills
IFRS, US GAAP, Internal Controls, Accounting, Sarbanes-Oxley Act, SEC filings, Financial Reporting, Internal Audit, Insurance, Derivatives, Finance, Financial Risk, Technical Accounting, Financial Services, Auditing, Consolidation, SOX, Financial Instruments, External Audit, Valuation, Leadership, Hedge Funds, Financial Statements, Big 4, Assurance, Capital Markets, Financial Analysis, Investments, Coaching, Enterprise Risk..., Financial Audits, Financial Accounting, Corporate Finance, Management, Analytical Skills, IT Audit, Policy, CPA, Asset Management, Managerial Finance, Strategic Financial..., Financial Planning, SEC reporting, Big Four, Communication Skills, Independent Self-starter, accounting policy, COSO, Public Speaking, People Skills
Education
Kansas State University 2000 — 2001
Masters, Economics
Baku State University 1989 — 1994
Bachelor, Mathematics
Ross Miller, CFA Ross Miller, CFA's Aviva Investors Experience September 2008 - September 2010
Job Senior Investment Analyst at Market Street Trust Company
Industry Investment Management
Experience
Market Street Trust Company July 2015 - Present
Market Street Trust Company June 2014 - Present
Athene Asset Management September 2010 - May 2014
Aviva Investors September 2008 - September 2010
West Bank Capital Management 2007 - 2008
Skills
Market Analysis, Financial Analysis, Financial Reporting, Investments, Portfolio Performance..., Investment Performance, GIPS, PAM for Securities, Microsoft Excel, Microsoft SQL Server, Microsoft Office Access, PowerPoint, Bloomberg, Access, Bloomberg Terminal, Asset Management, Fixed Income, Equities, Finance, Capital Markets, Portfolio Management, Securities, Economics, Corporate Finance, Fund Of Funds, Financial Modeling, Hedge Funds, Performance Attribution, Financial Risk, Investment Management, Asset Allocation, Alternative Investments, Investment Strategies
Education
Drake University 2004 — 2008
BSBA, Finance
Market Street Trust Company July 2015 - Present
Market Street Trust Company June 2014 - Present
Athene Asset Management September 2010 - May 2014
Aviva Investors September 2008 - September 2010
West Bank Capital Management 2007 - 2008
Skills
Market Analysis, Financial Analysis, Financial Reporting, Investments, Portfolio Performance..., Investment Performance, GIPS, PAM for Securities, Microsoft Excel, Microsoft SQL Server, Microsoft Office Access, PowerPoint, Bloomberg, Access, Bloomberg Terminal, Asset Management, Fixed Income, Equities, Finance, Capital Markets, Portfolio Management, Securities, Economics, Corporate Finance, Fund Of Funds, Financial Modeling, Hedge Funds, Performance Attribution, Financial Risk, Investment Management, Asset Allocation, Alternative Investments, Investment Strategies
Education
Drake University 2004 — 2008
BSBA, Finance
Onnalisa Heck's Aviva Investors Experience May 2011 - April 2012
Job Program Controller at Iowa Health System
Industry Financial Services
Experience
Iowa Health System May 2012 - Present
Visiont February 2007 - Present
Aviva Investors May 2011 - April 2012
Wells Fargo Home Mortgage August 2009 - February 2011
Farmers Mutual Hail Insurance January 2008 - July 2009
Wells Fargo Home Mortgage February 2007 - December 2007
Marsh 1990 - 2007
Skills
Requirements Analysis, Requirements Gathering, SDLC, Process Improvement, Waterfall, Project Management, Visio, Program Management, Business Process, MS Project, SharePoint, Gap Analysis, Project Portfolio..., Change Management, Vendor Management, Quality Assurance, Software Documentation, Insurance, PMO, User Acceptance Testing, Leadership
Education
Des Moines Area Community College
Certificate of Specialization, Computer Languages
Iowa Health System May 2012 - Present
Visiont February 2007 - Present
Aviva Investors May 2011 - April 2012
Wells Fargo Home Mortgage August 2009 - February 2011
Farmers Mutual Hail Insurance January 2008 - July 2009
Wells Fargo Home Mortgage February 2007 - December 2007
Marsh 1990 - 2007
Skills
Requirements Analysis, Requirements Gathering, SDLC, Process Improvement, Waterfall, Project Management, Visio, Program Management, Business Process, MS Project, SharePoint, Gap Analysis, Project Portfolio..., Change Management, Vendor Management, Quality Assurance, Software Documentation, Insurance, PMO, User Acceptance Testing, Leadership
Education
Des Moines Area Community College
Certificate of Specialization, Computer Languages
Cherie Huffman Cherie Huffman's Aviva Investors Experience October 2009 - October 2013
Job Head of Investment Operations
Industry Financial Services
Experience
Security Benefit May 2015 - Present
Athene Asset Management October 2013 - April 2015
Aviva Investors October 2009 - October 2013
Principal Global Investors, LLC April 1995 - October 2009
Young Women's Resource Center May 1993 - April 1995
Skills
Investments, Change Management, Business Strategy, Team Leadership, Fixed Income, Portfolio Management, Equities, Derivatives, Mutual Funds, Securities, Risk Management, Bonds, Corporate Actions, Alternative Investments, Financial Services, Vendor Management, Operations Management, Business Development, Client Relations Skills, Data Management, Governance, Innovation, Key Performance..., Negotiation, Outsourcing, Strategic Planning, Restructuring, Trading, BlackRock Aladdin, Charles River IMS, Mysis, Cadis, Eagle PACE, Point, Portia, PAM for Securities, Asset Management, Fund Accounting, Middle Office, Hedge Funds, Settlement, Strategy, Bloomberg, Management, Back Office, Investment Management, Leadership, Credit Derivatives, Fund Administration, Asset Allocation
Education
University of Phoenix 2006 — 2008
MBA, Business Admin
American Institute of Business 1989 — 1994
Associate's Degree, Accounting and Computer Science
Graceland University
BA, Business Admin
Security Benefit May 2015 - Present
Athene Asset Management October 2013 - April 2015
Aviva Investors October 2009 - October 2013
Principal Global Investors, LLC April 1995 - October 2009
Young Women's Resource Center May 1993 - April 1995
Skills
Investments, Change Management, Business Strategy, Team Leadership, Fixed Income, Portfolio Management, Equities, Derivatives, Mutual Funds, Securities, Risk Management, Bonds, Corporate Actions, Alternative Investments, Financial Services, Vendor Management, Operations Management, Business Development, Client Relations Skills, Data Management, Governance, Innovation, Key Performance..., Negotiation, Outsourcing, Strategic Planning, Restructuring, Trading, BlackRock Aladdin, Charles River IMS, Mysis, Cadis, Eagle PACE, Point, Portia, PAM for Securities, Asset Management, Fund Accounting, Middle Office, Hedge Funds, Settlement, Strategy, Bloomberg, Management, Back Office, Investment Management, Leadership, Credit Derivatives, Fund Administration, Asset Allocation
Education
University of Phoenix 2006 — 2008
MBA, Business Admin
American Institute of Business 1989 — 1994
Associate's Degree, Accounting and Computer Science
Graceland University
BA, Business Admin
Patricia Bush Patricia Bush's Aviva Investors Experience April 2008 - October 2013
Job Director Enterprise Applications at Des Moines University
Industry Higher Education
Experience
Des Moines University September 2014 - Present
Athene Holdings October 2013 - September 2014
Aviva Investors April 2008 - October 2013
Aviva Investors January 2011 - March 2011
Aviva Investors December 2008 - January 2011
Tek Systems April 2008 - December 2008
Morgan Stanley January 2000 - February 2008
TEXTRON LOGISTICS COMPANY June 1998 - January 2000
Atwood Mobile Products July 1996 - June 1998
REVCOR COMPANIES May 1984 - September 1995
Skills
Software Development, SDLC, Requirements Gathering, VBA, Business Analysis, SharePoint, Vendor Management, Requirements Analysis, Visio, Business Process, Agile Methodologies, SQL, Project Management, IT Strategy, Management, Software Documentation, Disaster Recovery, Process Improvement, Project Portfolio..., Enterprise Architecture, PMO, Change Management, Business Intelligence, Information Technology, Software Project..., IT Management, ITIL, Project Delivery, Business Requirements, Business Process..., PMP, IT Service Management, Integration, Governance, Risk Management, Data Warehousing, Data Center, Resource Management, Outsourcing, Systems Analysis, IT Operations, Leadership, Team Leadership, Microsoft SQL Server, Analysis, Asset Management, Service Delivery
Education
Concordia University-Wisconsin 1998 — 1999
Bachelor, Management and Communication
Des Moines University September 2014 - Present
Athene Holdings October 2013 - September 2014
Aviva Investors April 2008 - October 2013
Aviva Investors January 2011 - March 2011
Aviva Investors December 2008 - January 2011
Tek Systems April 2008 - December 2008
Morgan Stanley January 2000 - February 2008
TEXTRON LOGISTICS COMPANY June 1998 - January 2000
Atwood Mobile Products July 1996 - June 1998
REVCOR COMPANIES May 1984 - September 1995
Skills
Software Development, SDLC, Requirements Gathering, VBA, Business Analysis, SharePoint, Vendor Management, Requirements Analysis, Visio, Business Process, Agile Methodologies, SQL, Project Management, IT Strategy, Management, Software Documentation, Disaster Recovery, Process Improvement, Project Portfolio..., Enterprise Architecture, PMO, Change Management, Business Intelligence, Information Technology, Software Project..., IT Management, ITIL, Project Delivery, Business Requirements, Business Process..., PMP, IT Service Management, Integration, Governance, Risk Management, Data Warehousing, Data Center, Resource Management, Outsourcing, Systems Analysis, IT Operations, Leadership, Team Leadership, Microsoft SQL Server, Analysis, Asset Management, Service Delivery
Education
Concordia University-Wisconsin 1998 — 1999
Bachelor, Management and Communication
Sherry L Rexroad, CFA's Aviva Investors Experience June 2010 - May 2012
Job Chief Investment Officer, Global REITS at BlackRock
Industry Investment Management
Experience
BlackRock June 2012 - Present
Aviva Investors June 2010 - May 2012
Independent Consultant January 2006 - July 2010
ING Clarion Real Estate Securities January 1997 - November 2005
AEW Capital Management March 1994 - December 1996
U.S. Environmental Protection Agency July 1989 - March 1994
General Services Administration September 1987 - June 1989
Skills
Mutual Funds, Asset Allocation, Mergers & Acquisitions, Hedge Funds, Strategy, Investments, Valuation, Wealth Management, Finance, Portfolio Management, Fixed Income, Commercial Real Estate, Leadership, Start-ups, Team Building, Team Leadership, Marketing, Real Estate Transactions, Loans, Trading
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance, Real Estate, Public Policy
Haverford College 1983 — 1987
BA, Growth and Structure of Cities
BlackRock June 2012 - Present
Aviva Investors June 2010 - May 2012
Independent Consultant January 2006 - July 2010
ING Clarion Real Estate Securities January 1997 - November 2005
AEW Capital Management March 1994 - December 1996
U.S. Environmental Protection Agency July 1989 - March 1994
General Services Administration September 1987 - June 1989
Skills
Mutual Funds, Asset Allocation, Mergers & Acquisitions, Hedge Funds, Strategy, Investments, Valuation, Wealth Management, Finance, Portfolio Management, Fixed Income, Commercial Real Estate, Leadership, Start-ups, Team Building, Team Leadership, Marketing, Real Estate Transactions, Loans, Trading
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance, Real Estate, Public Policy
Haverford College 1983 — 1987
BA, Growth and Structure of Cities
Kim Casey, PMP Kim Casey, PMP's Aviva Investors Experience November 2012 - August 2013
Job Program/Project Management Consultant and Owner at Casey Consulting, Inc.
Industry Management Consulting
Experience
Casey Consulting, Inc. June 2007 - Present
DuPont Pioneer August 2015 - Present
Athene USA September 2014 - August 2015
Broadcom April 2014 - August 2014
Broadcom August 2013 - April 2014
Aviva Investors November 2012 - August 2013
Wellmark March 2011 - October 2012
Aviva Investors August 2010 - March 2011
Farmers Mutual Hail Insurance July 2009 - July 2010
Wellmark June 2008 - July 2009
Skills
Project Management, Vendor Management, Six Sigma, Business Analysis, Program Management, Change Management, Business Process..., Leadership, Cross-functional Team..., Software Documentation, Time Travel, PMP, Process Improvement, Team Leadership, Strategy, Agile Methodologies, Strategic Planning, Visio, PMO, Integration, MS Project, Quality Assurance, Risk Management, Management, Enterprise Software, Stakeholder Management, Project Portfolio..., Training
Education
Project Management Institute 2005 — 2005
PMP, Project Management Professional
American Institute of Business 1996 — 2000
Business Management and Information Technology
Des Moines Area Community College 1994 — 1996
General Sales, Merchandising and Related Marketing Operations
Casey Consulting, Inc. June 2007 - Present
DuPont Pioneer August 2015 - Present
Athene USA September 2014 - August 2015
Broadcom April 2014 - August 2014
Broadcom August 2013 - April 2014
Aviva Investors November 2012 - August 2013
Wellmark March 2011 - October 2012
Aviva Investors August 2010 - March 2011
Farmers Mutual Hail Insurance July 2009 - July 2010
Wellmark June 2008 - July 2009
Skills
Project Management, Vendor Management, Six Sigma, Business Analysis, Program Management, Change Management, Business Process..., Leadership, Cross-functional Team..., Software Documentation, Time Travel, PMP, Process Improvement, Team Leadership, Strategy, Agile Methodologies, Strategic Planning, Visio, PMO, Integration, MS Project, Quality Assurance, Risk Management, Management, Enterprise Software, Stakeholder Management, Project Portfolio..., Training
Education
Project Management Institute 2005 — 2005
PMP, Project Management Professional
American Institute of Business 1996 — 2000
Business Management and Information Technology
Des Moines Area Community College 1994 — 1996
General Sales, Merchandising and Related Marketing Operations
Aaron Sage Aaron Sage's Aviva Investors Experience January 2010 - October 2011
Job Director, Mergers & Acquisitions at Athene USA
Industry Accounting
Experience
Athene USA December 2014 - Present
KPMG June 2013 - November 2014
Aviva USA October 2011 - June 2013
Aviva Investors January 2010 - October 2011
KPMG US October 2004 - January 2010
Union Pacific Railroad August 2003 - October 2004
Skills
Financial Reporting, Internal Controls, Budgets, Auditing, Finance, Valuation, Asset Managment, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, Investments, Financial Accounting, Process Improvement, External Audit, Account Reconciliation, Accounting, General Ledger, IFRS, US GAAP, Sarbanes-Oxley, CPA, Financial Services, Insurance, Assurance, Financial Statements, Business Process..., Managerial Finance, IT Audit, Enterprise Risk..., Financial Audits, Forecasting, Corporate Finance, Risk Management, Asset Management
Education
Ames High School
Iowa State University
B.S, Accounting and Finance
Athene USA December 2014 - Present
KPMG June 2013 - November 2014
Aviva USA October 2011 - June 2013
Aviva Investors January 2010 - October 2011
KPMG US October 2004 - January 2010
Union Pacific Railroad August 2003 - October 2004
Skills
Financial Reporting, Internal Controls, Budgets, Auditing, Finance, Valuation, Asset Managment, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, Investments, Financial Accounting, Process Improvement, External Audit, Account Reconciliation, Accounting, General Ledger, IFRS, US GAAP, Sarbanes-Oxley, CPA, Financial Services, Insurance, Assurance, Financial Statements, Business Process..., Managerial Finance, IT Audit, Enterprise Risk..., Financial Audits, Forecasting, Corporate Finance, Risk Management, Asset Management
Education
Ames High School
Iowa State University
B.S, Accounting and Finance
Brian Salami Brian Salami's Aviva Investors Experience June 2010 - May 2012
Job Investment Systems Analyst at Thrivent Asset Management
Industry Investment Management
Experience
Thrivent Financial September 2013 - Present
Thrivent Financial May 2012 - September 2013
Aviva Investors June 2010 - May 2012
Aviva Investors June 2007 - June 2010
Scottrade June 2006 - June 2007
Skills
Business Analysis, Agile Methodologies, Investment Operations, Trading Systems, Charles River IMS, PAM for Securities, Bloomberg Terminal, Index Options, Futures, Derivatives, Collateral Management, Middle Office, Investments, Trading, Business Process, Bonds, Bloomberg, Requirements Analysis, Equities, Securities, Equity Derivatives, Requirements Gathering, Investment Management, FX Options, Business Requirements, Asset Management, SDLC, Scrum, Back Office, Financial Services, Mutual Funds, Options, Settlement
Education
Creighton University 2012 — 2015
M.Sc Investment Management and Financial Analysis (MIMFA)
Drake University 2002 — 2007
B.S. Business Administration, Finance, Information Systems
CFA Program
2016 Level III Candidate
Thrivent Financial September 2013 - Present
Thrivent Financial May 2012 - September 2013
Aviva Investors June 2010 - May 2012
Aviva Investors June 2007 - June 2010
Scottrade June 2006 - June 2007
Skills
Business Analysis, Agile Methodologies, Investment Operations, Trading Systems, Charles River IMS, PAM for Securities, Bloomberg Terminal, Index Options, Futures, Derivatives, Collateral Management, Middle Office, Investments, Trading, Business Process, Bonds, Bloomberg, Requirements Analysis, Equities, Securities, Equity Derivatives, Requirements Gathering, Investment Management, FX Options, Business Requirements, Asset Management, SDLC, Scrum, Back Office, Financial Services, Mutual Funds, Options, Settlement
Education
Creighton University 2012 — 2015
M.Sc Investment Management and Financial Analysis (MIMFA)
Drake University 2002 — 2007
B.S. Business Administration, Finance, Information Systems
CFA Program
2016 Level III Candidate
Preston Johnson, CAIA's Aviva Investors Experience June 2015 - Present
Job Investment Specialist, MultiAsset at Aviva Investors
Industry Investment Management
Experience
Aviva Investors June 2015 - Present
Aviva Investors February 2015 - June 2015
Aviva Investors February 2014 - January 2015
BNY Mellon May 2012 - January 2014
David A. Noyes & Co. November 2008 - May 2012
Morgan Keegan February 2007 - November 2008
Skills
Alternative Investments, Investment Advisory, Securities, Asset Management, Investments, Fund Of Funds, HF Operations, Investment Strategies, Hedge Funds, Insurance, Wealth Management, Asset Allocation, Private Equity, Finance, Mutual Funds
Education
Indiana University Bloomington 2001 — 2005
Bachelor of Arts, Psychology/Criminal Justice
Aviva Investors June 2015 - Present
Aviva Investors February 2015 - June 2015
Aviva Investors February 2014 - January 2015
BNY Mellon May 2012 - January 2014
David A. Noyes & Co. November 2008 - May 2012
Morgan Keegan February 2007 - November 2008
Skills
Alternative Investments, Investment Advisory, Securities, Asset Management, Investments, Fund Of Funds, HF Operations, Investment Strategies, Hedge Funds, Insurance, Wealth Management, Asset Allocation, Private Equity, Finance, Mutual Funds
Education
Indiana University Bloomington 2001 — 2005
Bachelor of Arts, Psychology/Criminal Justice
James P. Bailey James P. Bailey's Aviva Investors Experience January 2007 - 2009
Job Senior Vice President, Institutional Investment Management Sales, Aviva Investors North America, Inc.
Industry Investment Management
Experience
- 2009 - 2010
Aviva Investors January 2007 - 2009
Brown Brothers Harriman January 1995 - January 2007
DMB&B September 1992 - September 1995
Deloitte & Touche September 1988 - September 1992
Deloitte 1988 - 1992
Education
University of Pennsylvania, Aresty Institute of Executive Education, The Wharton School 2008 — 2008
Marketing and Investment Management Program
Fordham University 1984 — 1988
BS, Dual Major: Finance and Management Information Systems
- 2009 - 2010
Aviva Investors January 2007 - 2009
Brown Brothers Harriman January 1995 - January 2007
DMB&B September 1992 - September 1995
Deloitte & Touche September 1988 - September 1992
Deloitte 1988 - 1992
Education
University of Pennsylvania, Aresty Institute of Executive Education, The Wharton School 2008 — 2008
Marketing and Investment Management Program
Fordham University 1984 — 1988
BS, Dual Major: Finance and Management Information Systems
Andrew Antal Andrew Antal's Aviva Investors Experience March 2013 - Present
Job CEO at Binary Mechanics LLC
Industry Computer Software
Experience
Binary Mechanics LLC October 2014 - Present
Aviva Investors March 2013 - Present
Northern Trust August 2010 - March 2013
Goldman Sachs March 2010 - September 2010
Backstop Solutions Group February 2007 - March 2010
Merrill Lynch 2003 - 2007
NYSE 2002 - 2006
Skills
Hedge Funds, Alternative Investments, Business Analysis, Equities, Fund Of Funds, CRM, Investor Relations, Options, Relationship Management, JIRA, Agile Methodologies, SaaS, Settlement, Business Strategy, Software Implementation, Product Management, Microsoft Excel, Private Equity, Technology Development, Software Project..., Testing, PowerPoint, Transfer Agency, Settlements, Financial Operations, French, Computer Software..., Brewing, Sarcasm, Microsoft Word, Visio, OpenAir, Endowment Funds, Business Requirements, BlackRock Aladdin, Barclays Point, Data Warehousing, CSM, Equity Trading, Finance, Investment Management, Financial Services, Fixed Income, Securities, Trading Systems, Asset Management, Derivatives, Capital Markets, Trading, Electronic Trading
Education
Loyola University of Chicago - Graduate School of Business 2001 — 2004
MBA, Economics & Finance
Boston University
University of Massachusetts Boston
Binary Mechanics LLC October 2014 - Present
Aviva Investors March 2013 - Present
Northern Trust August 2010 - March 2013
Goldman Sachs March 2010 - September 2010
Backstop Solutions Group February 2007 - March 2010
Merrill Lynch 2003 - 2007
NYSE 2002 - 2006
Skills
Hedge Funds, Alternative Investments, Business Analysis, Equities, Fund Of Funds, CRM, Investor Relations, Options, Relationship Management, JIRA, Agile Methodologies, SaaS, Settlement, Business Strategy, Software Implementation, Product Management, Microsoft Excel, Private Equity, Technology Development, Software Project..., Testing, PowerPoint, Transfer Agency, Settlements, Financial Operations, French, Computer Software..., Brewing, Sarcasm, Microsoft Word, Visio, OpenAir, Endowment Funds, Business Requirements, BlackRock Aladdin, Barclays Point, Data Warehousing, CSM, Equity Trading, Finance, Investment Management, Financial Services, Fixed Income, Securities, Trading Systems, Asset Management, Derivatives, Capital Markets, Trading, Electronic Trading
Education
Loyola University of Chicago - Graduate School of Business 2001 — 2004
MBA, Economics & Finance
Boston University
University of Massachusetts Boston
Steve Felix Steve Felix's Aviva Investors Experience October 2008 - December 2011
Job Felix / Weiner Consulting Group Behavioral Presentation Coaching
Industry Real Estate
Experience
Felix / Weiner Consulting Group November 2012 - Present
Felix Consulting Group January 2012 - October 2012
Aviva Investors October 2008 - December 2011
Institutional Real Estate, Inc. July 1998 - July 2008
Commerical Real Estate Online (CREOL) November 1996 - May 1998
Levin Management Corp. March 1995 - October 1996
PNC Bank (formerly Midlantic Bank) January 1992 - February 1995
Amresco (formerly BEI/Ritz) January 1991 - January 1992
The Chelsea Group November 1989 - December 1990
Steve Felix Real Estate Advisory Services July 1987 - October 1989
Skills
Marketing, New Business Development, Blogging, Consulting, Business Strategy, Fund Of Funds, Presentation Coaching, Career Coaching, Strategy, Career Counseling, Business Development, Real Estate Economics, Online Marketing, Digital Marketing, Real Estate, Finance, Entrepreneurship, Shopping Centers, Team Building, Feasibility Studies, Marketing Communications, Real Estate Private..., Public Speaking, Management Consulting, Asset Managment, Emerging Markets
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Business / Journalism
Felix / Weiner Consulting Group November 2012 - Present
Felix Consulting Group January 2012 - October 2012
Aviva Investors October 2008 - December 2011
Institutional Real Estate, Inc. July 1998 - July 2008
Commerical Real Estate Online (CREOL) November 1996 - May 1998
Levin Management Corp. March 1995 - October 1996
PNC Bank (formerly Midlantic Bank) January 1992 - February 1995
Amresco (formerly BEI/Ritz) January 1991 - January 1992
The Chelsea Group November 1989 - December 1990
Steve Felix Real Estate Advisory Services July 1987 - October 1989
Skills
Marketing, New Business Development, Blogging, Consulting, Business Strategy, Fund Of Funds, Presentation Coaching, Career Coaching, Strategy, Career Counseling, Business Development, Real Estate Economics, Online Marketing, Digital Marketing, Real Estate, Finance, Entrepreneurship, Shopping Centers, Team Building, Feasibility Studies, Marketing Communications, Real Estate Private..., Public Speaking, Management Consulting, Asset Managment, Emerging Markets
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Business / Journalism
We Lia Tan We Lia Tan's Aviva Investors Experience August 2011 - May 2012
Job Senior Actuarial Analyst at Swiss Re
Industry Insurance
Experience
Swiss Re June 2014 - Present
Swiss Re June 2012 - June 2014
Drake University January 2012 - May 2012
Aviva Investors August 2011 - May 2012
River Glen Wealth Counselors January 2011 - December 2011
Drake University Cowles Library January 2011 - August 2011
Taylor's Education Group January 2010 - August 2010
Skills
Access, Microsoft Excel, Portfolio Management, Risk Management, Statistical Modeling, Data Analysis, Microsoft Word, PowerPoint, Insurance, Derivatives, Equity Valuation, Financial Planning, Financial Analysis, Actuarial Science, Reinsurance
Education
Drake University 2010 — 2012
Bachelor of Science, Business Administration; Actuarial Science/Finance, 3.82/ 4.0
Taylor's University College 2009 — 2010
American Degree Transfer Program, Actuarial Science, 3.92/ 4.0
Sri Kuala Lumpur Secondary School 2004 — 2008
Bachelor of Science in Business Administration (B.S.B.A.), Actuarial Science/ Finance
Swiss Re June 2014 - Present
Swiss Re June 2012 - June 2014
Drake University January 2012 - May 2012
Aviva Investors August 2011 - May 2012
River Glen Wealth Counselors January 2011 - December 2011
Drake University Cowles Library January 2011 - August 2011
Taylor's Education Group January 2010 - August 2010
Skills
Access, Microsoft Excel, Portfolio Management, Risk Management, Statistical Modeling, Data Analysis, Microsoft Word, PowerPoint, Insurance, Derivatives, Equity Valuation, Financial Planning, Financial Analysis, Actuarial Science, Reinsurance
Education
Drake University 2010 — 2012
Bachelor of Science, Business Administration; Actuarial Science/Finance, 3.82/ 4.0
Taylor's University College 2009 — 2010
American Degree Transfer Program, Actuarial Science, 3.92/ 4.0
Sri Kuala Lumpur Secondary School 2004 — 2008
Bachelor of Science in Business Administration (B.S.B.A.), Actuarial Science/ Finance
Brett Bloemendaal Brett Bloemendaal's Aviva Investors Experience December 2006 - November 2014
Job Performance Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors December 2014 - Present
Aviva Investors December 2006 - November 2014
Skills
Investment Management, Bloomberg, Fixed Income, Performance Attribution, Investments, Performance Measurement, GIPS
Education
Buena Vista University 2001 — 2005
Bachelors, Finance & Banking, Economics
Principal Global Investors December 2014 - Present
Aviva Investors December 2006 - November 2014
Skills
Investment Management, Bloomberg, Fixed Income, Performance Attribution, Investments, Performance Measurement, GIPS
Education
Buena Vista University 2001 — 2005
Bachelors, Finance & Banking, Economics
Greg Currie Greg Currie's Aviva Investors Experience June 2012 - January 2014
Job Quality Assurance Analyst at ITA Group
Industry Information Technology and Services
Experience
ITA Group, Inc. June 2014 - Present
Accountable Health Solutions March 2014 - June 2014
Athene Asset Management January 2014 - March 2014
Aviva Investors June 2012 - January 2014
Aviva Investors April 2010 - June 2012
ADP March 2009 - April 2010
Sogeti June 2007 - January 2009
Sogeti USA 2007 - 2008
Skills
SQL, ETL, Databases, Software Development, SDLC, Requirements Gathering, SharePoint, Business Analysis, Data Modeling, Requirements Analysis, Crystal Reports, Data Warehousing, Visio, Database Design, Systems Analysis, Business Requirements, Business Objects, Enterprise Architecture
Education
Iowa State University 2003 — 2007
BS, Management Information Systems
Iowa State University 2003 — 2007
Bachelor of Science (BS), Management Information Systems, General
ITA Group, Inc. June 2014 - Present
Accountable Health Solutions March 2014 - June 2014
Athene Asset Management January 2014 - March 2014
Aviva Investors June 2012 - January 2014
Aviva Investors April 2010 - June 2012
ADP March 2009 - April 2010
Sogeti June 2007 - January 2009
Sogeti USA 2007 - 2008
Skills
SQL, ETL, Databases, Software Development, SDLC, Requirements Gathering, SharePoint, Business Analysis, Data Modeling, Requirements Analysis, Crystal Reports, Data Warehousing, Visio, Database Design, Systems Analysis, Business Requirements, Business Objects, Enterprise Architecture
Education
Iowa State University 2003 — 2007
BS, Management Information Systems
Iowa State University 2003 — 2007
Bachelor of Science (BS), Management Information Systems, General
Dale Helling Dale Helling's Aviva Investors Experience January 1998 - Present
Job Commercial Real Estate Investment Professional
Industry Investment Management
Experience
Aviva Investors January 1998 - Present
Equitable Investment Services/ING September 1992 - December 1997
Principal Financial Group May 1986 - August 1992
Skills
Management, Asset Managment, Portfolio Management, Financial Analysis, Real Estate Economics, Credit Analysis, Finance, Valuation, Commercial Mortgages, Real Estate, Financial Reporting, Strategic Planning, Credit, Underwriting, Commercial Real Estate, Commercial Lending, Asset Management, Fixed Income, Risk Management, Asset Allocation, Financial Risk, Due Diligence, Alternative Investments, Loan Origination, Loan Servicing
Education
Iowa State University 1973 — 1977
Bachelor of Science, Agricultural Business
Colorado State University
Master of Business Administration (MBA)
Aviva Investors January 1998 - Present
Equitable Investment Services/ING September 1992 - December 1997
Principal Financial Group May 1986 - August 1992
Skills
Management, Asset Managment, Portfolio Management, Financial Analysis, Real Estate Economics, Credit Analysis, Finance, Valuation, Commercial Mortgages, Real Estate, Financial Reporting, Strategic Planning, Credit, Underwriting, Commercial Real Estate, Commercial Lending, Asset Management, Fixed Income, Risk Management, Asset Allocation, Financial Risk, Due Diligence, Alternative Investments, Loan Origination, Loan Servicing
Education
Iowa State University 1973 — 1977
Bachelor of Science, Agricultural Business
Colorado State University
Master of Business Administration (MBA)
Nichole Parnell Nichole Parnell's Aviva Investors Experience February 2012 - November 2013
Job Business Analyst at Keyot
Industry Investment Management
Experience
Keyot November 2013 - Present
Wells Fargo Home Mortgage November 2013 - Present
Aviva Investors February 2012 - November 2013
Federal Home Loan Bank of Chicago May 2010 - February 2012
Federal Home Loan Bank of Chicago July 2009 - May 2010
Skills
Derivatives, Requirements Gathering, Collateral Management, Process Improvement, System Testing, Dodd-Frank, Six Sigma, Requirements Analysis, Attention to Detail, Business Analysis, Asset Management, Investments, Settlement, Testing, SDLC
Education
Villanova University 2009 — 2011
Master Six Sigma - Financial Services, Six Sigma
Roosevelt University 2008 — 2009
Bachelor of Business Administration (BBA), Finance, General
Des Moines Area Community College 2006 — 2007
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Des Moines Area Community College
Computer Languages Certificate, Computer Programming
Keyot November 2013 - Present
Wells Fargo Home Mortgage November 2013 - Present
Aviva Investors February 2012 - November 2013
Federal Home Loan Bank of Chicago May 2010 - February 2012
Federal Home Loan Bank of Chicago July 2009 - May 2010
Skills
Derivatives, Requirements Gathering, Collateral Management, Process Improvement, System Testing, Dodd-Frank, Six Sigma, Requirements Analysis, Attention to Detail, Business Analysis, Asset Management, Investments, Settlement, Testing, SDLC
Education
Villanova University 2009 — 2011
Master Six Sigma - Financial Services, Six Sigma
Roosevelt University 2008 — 2009
Bachelor of Business Administration (BBA), Finance, General
Des Moines Area Community College 2006 — 2007
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Des Moines Area Community College
Computer Languages Certificate, Computer Programming
Eric Liang, CFA's Aviva Investors Experience March 2013 - May 2015
Job Columbia Business School, Real Estate
Industry Real Estate
Experience
Aviva Investors March 2013 - May 2015
Deutsche Bank June 2009 - March 2013
Skills
Real Estate Private..., Financial Modeling, Financial Analysis, Real Estate Development, Real Estate Investment, Real Estate Transactions, Economics, Financial Accounting, Corporate Finance, Equity Valuation, Portfolio Management, Asset Management, Asset Allocation, Institutional Marketing, MS Office Suite, Asset Managment, Structured Finance, Investments, Private Equity, Investment Management
Education
University of Maryland College Park
Bachelors of Science
Columbia University - Columbia Business School 2015 — 2017
MBA
Aviva Investors March 2013 - May 2015
Deutsche Bank June 2009 - March 2013
Skills
Real Estate Private..., Financial Modeling, Financial Analysis, Real Estate Development, Real Estate Investment, Real Estate Transactions, Economics, Financial Accounting, Corporate Finance, Equity Valuation, Portfolio Management, Asset Management, Asset Allocation, Institutional Marketing, MS Office Suite, Asset Managment, Structured Finance, Investments, Private Equity, Investment Management
Education
University of Maryland College Park
Bachelors of Science
Columbia University - Columbia Business School 2015 — 2017
MBA
Jay Hong Jay Hong's Aviva Investors Experience June 2010 - December 2010
Job Program Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft February 2014 - Present
Microsoft April 2013 - February 2014
Microsoft June 2012 - August 2012
Iowa State University August 2011 - August 2012
Boston Scientific May 2011 - August 2011
Aviva Investors June 2010 - December 2010
Skills
Java, HTML, C++, C, JavaScript, XML, CSS, Microsoft Office, Photoshop, SharePoint, HTML 5, Mobile Applications
Education
Iowa State University 2009 — 2012
B.S., Computer Science, Business
INTI International College Subang 2008 — 2009
America Degree Transfer Program (ADP)
Microsoft February 2014 - Present
Microsoft April 2013 - February 2014
Microsoft June 2012 - August 2012
Iowa State University August 2011 - August 2012
Boston Scientific May 2011 - August 2011
Aviva Investors June 2010 - December 2010
Skills
Java, HTML, C++, C, JavaScript, XML, CSS, Microsoft Office, Photoshop, SharePoint, HTML 5, Mobile Applications
Education
Iowa State University 2009 — 2012
B.S., Computer Science, Business
INTI International College Subang 2008 — 2009
America Degree Transfer Program (ADP)
Barbara Brockway Barbara Brockway's Aviva Investors Experience March 2010 - May 2012
Job Senior Business Analyst at INTL FCStone Inc.
Industry Investment Management
Experience
INTL FCStone Inc. January 2015 - Present
Principal Global Investors May 2013 - January 2015
InvestTech Systems Consulting May 2012 - May 2013
Aviva Investors March 2010 - May 2012
Principal Global Investors January 2007 - March 2010
Skills
Cadis, Data Management, Fixed Income, Bloomberg, Corporate Actions, Business Requirements, Data Warehousing, Securities, Investments, Business Analysis, Portia, Business Process, Asset Management, Process Improvement, Equities, PAM for Securities, Requirements Analysis, SQL, BlackRock Aladdin, Investment Management, Asset Managment, Microsoft Excel, Fund Accounting, Back Office, Derivatives, Microsoft Office, Analysis, Microsoft Word, Hedge Funds, Portfolio Management, Bloomberg Terminal, Excel, Process Engineering, Visio, Microsoft SQL Server, Bonds, VBA, Mutual Funds, Requirements Gathering, Business Intelligence, Middle Office, Equity Trading, Alternative Investments, Valuation, Outlook, IDQ, Settlement, Risk Management, Word, Problem Solving
Education
University of Iowa 2010 — 2015
Masters of Business Administration
Iowa State University 2005 — 2008
Finance, Finance, Sociology
INTL FCStone Inc. January 2015 - Present
Principal Global Investors May 2013 - January 2015
InvestTech Systems Consulting May 2012 - May 2013
Aviva Investors March 2010 - May 2012
Principal Global Investors January 2007 - March 2010
Skills
Cadis, Data Management, Fixed Income, Bloomberg, Corporate Actions, Business Requirements, Data Warehousing, Securities, Investments, Business Analysis, Portia, Business Process, Asset Management, Process Improvement, Equities, PAM for Securities, Requirements Analysis, SQL, BlackRock Aladdin, Investment Management, Asset Managment, Microsoft Excel, Fund Accounting, Back Office, Derivatives, Microsoft Office, Analysis, Microsoft Word, Hedge Funds, Portfolio Management, Bloomberg Terminal, Excel, Process Engineering, Visio, Microsoft SQL Server, Bonds, VBA, Mutual Funds, Requirements Gathering, Business Intelligence, Middle Office, Equity Trading, Alternative Investments, Valuation, Outlook, IDQ, Settlement, Risk Management, Word, Problem Solving
Education
University of Iowa 2010 — 2015
Masters of Business Administration
Iowa State University 2005 — 2008
Finance, Finance, Sociology
Jonathan Rivera-Cosme's Aviva Investors Experience December 2012 - June 2013
Job at
Industry Financial Services
Experience
DRW Trading Group July 2014 - Present
Florida State University August 2011 - December 2013
Aviva Investors December 2012 - June 2013
ARJENT June 2012 - August 2012
Morgan Stanley Smith Barney May 2008 - June 2009
Skills
Time Series Analysis, Economics, Econometrics, Macroeconomics, R, Data Analysis, Research, Microeconomics, Equities, Investments
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Finance and Economics
DRW Trading Group July 2014 - Present
Florida State University August 2011 - December 2013
Aviva Investors December 2012 - June 2013
ARJENT June 2012 - August 2012
Morgan Stanley Smith Barney May 2008 - June 2009
Skills
Time Series Analysis, Economics, Econometrics, Macroeconomics, R, Data Analysis, Research, Microeconomics, Equities, Investments
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Finance and Economics
Aiden Schade Aiden Schade's Aviva Investors Experience June 2012 - January 2013
Job Senior Accountant at Gardiner Thomsen CPA
Industry Investment Management
Experience
Gardiner Thomsen CPAs January 2013 - Present
Aviva Investors June 2012 - January 2013
Kiesling Associates LLP January 2008 - May 2012
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Auditing, Account Reconciliation, Analysis, General Ledger, Microsoft Word, Caseware, Caseview, PowerPoint
Education
Drake University 2004 — 2007
Bachelor of Science in Business Administration, Accounting
Gardiner Thomsen CPAs January 2013 - Present
Aviva Investors June 2012 - January 2013
Kiesling Associates LLP January 2008 - May 2012
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Auditing, Account Reconciliation, Analysis, General Ledger, Microsoft Word, Caseware, Caseview, PowerPoint
Education
Drake University 2004 — 2007
Bachelor of Science in Business Administration, Accounting
Kim Kieu's Aviva Investors Experience June 2010 - December 2010
Job
Industry Investment Banking
Experience
SumRidge Partners August 2015 - Present
J.P. Morgan June 2014 - August 2015
J.P. Morgan July 2012 - June 2014
Iowa State University September 2008 - December 2011
J.P. Morgan June 2011 - August 2011
Aviva Investors June 2010 - December 2010
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Statistics, Data Analysis, Microsoft Word, Analysis, Statistical Modeling, VBA, Photoshop, HTML, FTP, Public Speaking, Fundraising, Financial Analysis, Financial Modeling, Bloomberg, Risk Management, Investment Banking, Securities
Education
Iowa State University 2007 — 2012
Bachelor of Science (B.S.), Accounting
Iowa State University 2007 — 2012
Bachelor of Science (B.S.), Finance
SumRidge Partners August 2015 - Present
J.P. Morgan June 2014 - August 2015
J.P. Morgan July 2012 - June 2014
Iowa State University September 2008 - December 2011
J.P. Morgan June 2011 - August 2011
Aviva Investors June 2010 - December 2010
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Statistics, Data Analysis, Microsoft Word, Analysis, Statistical Modeling, VBA, Photoshop, HTML, FTP, Public Speaking, Fundraising, Financial Analysis, Financial Modeling, Bloomberg, Risk Management, Investment Banking, Securities
Education
Iowa State University 2007 — 2012
Bachelor of Science (B.S.), Accounting
Iowa State University 2007 — 2012
Bachelor of Science (B.S.), Finance
Gaurav Dhiman, CFA Gaurav Dhiman, CFA's Aviva Investors Experience March 2014 - Present
Job Associate Portfolio Manager at Aviva Investors
Industry Investment Management
Experience
Aviva Investors March 2014 - Present
Aviva Investors February 2012 - March 2014
BMO Capital Markets May 2009 - February 2012
BMO Capital Markets May 2008 - August 2008
iPolicy Networks, Tech Mahindra August 2004 - August 2007
Tata Consultancy Services June 2002 - December 2002
Skills
Valuation, Fixed Income, Bloomberg, Financial Modeling, Equity Research
Education
University of Toronto - Rotman School of Management 2007 — 2009
MBA, Finance
Iowa State University 1999 — 2004
Bachelor of Science (BS), Computer Engineering
Aviva Investors March 2014 - Present
Aviva Investors February 2012 - March 2014
BMO Capital Markets May 2009 - February 2012
BMO Capital Markets May 2008 - August 2008
iPolicy Networks, Tech Mahindra August 2004 - August 2007
Tata Consultancy Services June 2002 - December 2002
Skills
Valuation, Fixed Income, Bloomberg, Financial Modeling, Equity Research
Education
University of Toronto - Rotman School of Management 2007 — 2009
MBA, Finance
Iowa State University 1999 — 2004
Bachelor of Science (BS), Computer Engineering
Laura Rank Laura Rank's Aviva Investors Experience May 2007 - December 2013
Job Portfolio Manager at American Equity
Industry Insurance
Experience
American Equity January 2014 - Present
Aviva Investors May 2007 - December 2013
AEGON Capital Management September 2004 - April 2007
Skills
CMBS, Commercial Real Estate..., Portfolio Management, Fixed Income, Investments, Bloomberg, Financial Analysis, Equities, Risk Management
Education
Iowa State University 2000 — 2004
Bachelor of Science (BS), Finance, General
American Equity January 2014 - Present
Aviva Investors May 2007 - December 2013
AEGON Capital Management September 2004 - April 2007
Skills
CMBS, Commercial Real Estate..., Portfolio Management, Fixed Income, Investments, Bloomberg, Financial Analysis, Equities, Risk Management
Education
Iowa State University 2000 — 2004
Bachelor of Science (BS), Finance, General
Aaron Walters Aaron Walters's Aviva Investors Experience December 2008 - August 2009
Job Senior Financial Analyst at Spok
Industry Information Technology and Services
Experience
Spok September 2014 - Present
Spok March 2013 - September 2014
IBM February 2012 - March 2013
IBM June 2010 - March 2012
Schnurr & Company, LLP January 2010 - April 2010
Aviva Investors December 2008 - August 2009
Skills
Forecasting, Analysis, Teamwork, Excel, PowerPoint, Lotus, Word, Financial Analysis, Outlook, Microsoft Office, Budgeting, Data Analysis, Problem Solving, Hyperion Enterprise, Essbase, Financial Planning, Microsoft Excel, Financial Reporting, Management, Budgets, Strategic Financial..., Microsoft Word, Team Leadership
Education
Iowa State University 2005 — 2010
Bachelor of Science, Finance, Accounting
Spok September 2014 - Present
Spok March 2013 - September 2014
IBM February 2012 - March 2013
IBM June 2010 - March 2012
Schnurr & Company, LLP January 2010 - April 2010
Aviva Investors December 2008 - August 2009
Skills
Forecasting, Analysis, Teamwork, Excel, PowerPoint, Lotus, Word, Financial Analysis, Outlook, Microsoft Office, Budgeting, Data Analysis, Problem Solving, Hyperion Enterprise, Essbase, Financial Planning, Microsoft Excel, Financial Reporting, Management, Budgets, Strategic Financial..., Microsoft Word, Team Leadership
Education
Iowa State University 2005 — 2010
Bachelor of Science, Finance, Accounting
Joe Pasquale, CFA's Aviva Investors Experience June 2007 - September 2007
Job Portfolio Analyst at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management April 2015 - Present
Standish Mellon Asset Management November 2013 - March 2015
BNY Mellon Wealth Management October 2012 - October 2013
BNY Mellon Wealth Management January 2011 - September 2012
Brown Brothers Harriman June 2008 - October 2008
Aviva Investors June 2007 - September 2007
Education
Boston College 2005 — 2010
BS, Finance, Marketing
Standish Mellon Asset Management April 2015 - Present
Standish Mellon Asset Management November 2013 - March 2015
BNY Mellon Wealth Management October 2012 - October 2013
BNY Mellon Wealth Management January 2011 - September 2012
Brown Brothers Harriman June 2008 - October 2008
Aviva Investors June 2007 - September 2007
Education
Boston College 2005 — 2010
BS, Finance, Marketing
Allison Durkee Allison Durkee's Aviva Investors Experience February 2013 - Present
Job Operations Analyst at Macquarie Group
Industry Financial Services
Experience
Aviva Investors February 2013 - Present
Macquarie Group October 2011 - January 2013
MF Global June 2011 - September 2011
MF Global September 2008 - June 2011
National Futures Association May 2006 - September 2008
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2006
Bachelor of Business Administration, Finance
DePaul University
NonDegree, Accounting Studies
Aviva Investors February 2013 - Present
Macquarie Group October 2011 - January 2013
MF Global June 2011 - September 2011
MF Global September 2008 - June 2011
National Futures Association May 2006 - September 2008
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2006
Bachelor of Business Administration, Finance
DePaul University
NonDegree, Accounting Studies
Scott McEachron Scott McEachron's Aviva Investors Experience June 2012 - September 2013
Job Structured Securities Analyst at Reinsurance Group of America
Industry Investment Management
Experience
Reinsurance Group of America, Incorporated September 2013 - Present
Aviva Investors June 2012 - September 2013
Aviva Investors June 2010 - June 2012
Aviva Investors January 2010 - June 2010
Skills
Bloomberg, Asset Managment, Investments, Portfolio Management, Financial Analysis, Fixed Income, Asset Allocation, Valuation, Financial Modeling, Microsoft Excel, Finance, Fundamental Analysis, Real Estate Economics, Investment Strategies, Microsoft Office, Asset Management, Risk Management, Trading, Credit, Bonds, Securities, Credit Risk
Education
Creighton University 2014 — 2016
Master of Business Administration (MBA), Finance
Iowa State University - College of Business 2006 — 2010
Bachelor of Science, Finance
Reinsurance Group of America, Incorporated September 2013 - Present
Aviva Investors June 2012 - September 2013
Aviva Investors June 2010 - June 2012
Aviva Investors January 2010 - June 2010
Skills
Bloomberg, Asset Managment, Investments, Portfolio Management, Financial Analysis, Fixed Income, Asset Allocation, Valuation, Financial Modeling, Microsoft Excel, Finance, Fundamental Analysis, Real Estate Economics, Investment Strategies, Microsoft Office, Asset Management, Risk Management, Trading, Credit, Bonds, Securities, Credit Risk
Education
Creighton University 2014 — 2016
Master of Business Administration (MBA), Finance
Iowa State University - College of Business 2006 — 2010
Bachelor of Science, Finance
Tracy Linn Tracy Linn's Aviva Investors Experience January 2011 - May 2012
Job Securities Processing Administrator at First American Bank
Industry Financial Services
Experience
First American Bank June 2012 - Present
Aviva Investors January 2011 - May 2012
Aviva Investors November 2008 - December 2010
Aviva Investors March 2007 - November 2008
NetWorks, Inc. August 2005 - March 2007
Air-Mach January 2005 - August 2005
API September 1990 - April 2004
Skills
Administrative Support, General Office Duties, Office Management, Clerical Skills, Organizing, Expense Reporting and..., File Management, Meeting Planning, Notary Public, Business Writing, Project Coordination, Training, Investments, Budgets, Administrative..., Accounting, Leadership, Analysis
Education
Abraham Lincoln High School
Des Moines Area Community College
Business Administration
First American Bank June 2012 - Present
Aviva Investors January 2011 - May 2012
Aviva Investors November 2008 - December 2010
Aviva Investors March 2007 - November 2008
NetWorks, Inc. August 2005 - March 2007
Air-Mach January 2005 - August 2005
API September 1990 - April 2004
Skills
Administrative Support, General Office Duties, Office Management, Clerical Skills, Organizing, Expense Reporting and..., File Management, Meeting Planning, Notary Public, Business Writing, Project Coordination, Training, Investments, Budgets, Administrative..., Accounting, Leadership, Analysis
Education
Abraham Lincoln High School
Des Moines Area Community College
Business Administration
Jerome Lesley Jerome Lesley's Aviva Investors Experience November 2014 - September 2015
Job AntiMoney Laundering Officer
Industry Investment Management
Experience
Aviva Investors Americas LLC August 2015 - Present
Aviva Investors November 2014 - September 2015
Robert Half March 2014 - November 2014
Urban Partnership Bank 2010 - 2012
ShoreBank 2006 - 2010
Heritage Community Bank 1989 - 2006
Skills
Results-oriented..., Strategic Business..., Technology Integration, Relationship-partnering, Maximize productivity, Increase efficiencies, Organization..., Analytical Problem..., Confident Leader, Interaction at all..., Resolve Conflict, Build Mutual Trust, Establish win-win work..., Organization, Result Oriented, Business Planning, Auditing, Conflict Resolution, Bank Secrecy Act, AML, OFAC, Loans, Credit, Commercial Banking, Banking, Management, Risk Management, Regulations, Portfolio Management, Credit Analysis, USA PATRIOT Act, FinCEN, Sanction, Anti Money Laundering, Suspicious Activity..., Certified Anti-Money..., KYC, Operational Risk, CDD, CAMS, Correspondent Banking, Financial Regulation, Financial Risk, Financial Institutions, Operational Risk..., Loan Origination, CIP, Fraud, Anti-fraud, Economic Sanctions
Education
DeVry University-Illinois 1980 — 1983
Associate of Science (A.S.), Computer Science/Business Administration
Aviva Investors Americas LLC August 2015 - Present
Aviva Investors November 2014 - September 2015
Robert Half March 2014 - November 2014
Urban Partnership Bank 2010 - 2012
ShoreBank 2006 - 2010
Heritage Community Bank 1989 - 2006
Skills
Results-oriented..., Strategic Business..., Technology Integration, Relationship-partnering, Maximize productivity, Increase efficiencies, Organization..., Analytical Problem..., Confident Leader, Interaction at all..., Resolve Conflict, Build Mutual Trust, Establish win-win work..., Organization, Result Oriented, Business Planning, Auditing, Conflict Resolution, Bank Secrecy Act, AML, OFAC, Loans, Credit, Commercial Banking, Banking, Management, Risk Management, Regulations, Portfolio Management, Credit Analysis, USA PATRIOT Act, FinCEN, Sanction, Anti Money Laundering, Suspicious Activity..., Certified Anti-Money..., KYC, Operational Risk, CDD, CAMS, Correspondent Banking, Financial Regulation, Financial Risk, Financial Institutions, Operational Risk..., Loan Origination, CIP, Fraud, Anti-fraud, Economic Sanctions
Education
DeVry University-Illinois 1980 — 1983
Associate of Science (A.S.), Computer Science/Business Administration
Toshia Rossiter Toshia Rossiter's Aviva Investors Experience June 2011 - January 2012
Job Events Project Manager at Wells Fargo Home Mortgage
Industry Events Services
Experience
Wells Fargo Home Mortgage October 2012 - Present
Wells Fargo Home Mortgage January 2012 - October 2012
Aviva Investors June 2011 - January 2012
Aviva Investors July 2010 - July 2011
Titan International, Inc. October 2009 - July 2010
Principal Financial Group, Inc. July 2004 - May 2009
YWCA April 2004 - July 2004
ING 1997 - 2004
ITAGroup 1996 - 1997
Skills
Strategic Planning, Creative Solutions, Meeting Planning, Event Management, Budgets, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Contract Negotiation
Education
Des Moines Area Community College 1994 — 1996
Associate in Applied Science; Major in Marketing & Retail Merchandising, Marketing & Retail Merchandising
Wells Fargo Home Mortgage October 2012 - Present
Wells Fargo Home Mortgage January 2012 - October 2012
Aviva Investors June 2011 - January 2012
Aviva Investors July 2010 - July 2011
Titan International, Inc. October 2009 - July 2010
Principal Financial Group, Inc. July 2004 - May 2009
YWCA April 2004 - July 2004
ING 1997 - 2004
ITAGroup 1996 - 1997
Skills
Strategic Planning, Creative Solutions, Meeting Planning, Event Management, Budgets, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Contract Negotiation
Education
Des Moines Area Community College 1994 — 1996
Associate in Applied Science; Major in Marketing & Retail Merchandising, Marketing & Retail Merchandising
Sagar Chandra's Aviva Investors Experience July 2012 - March 2013
Job Senior .NET Consultant Developer Available Immediately
Industry Information Technology and Services
Experience
Lerner Publishing Group December 2014 - Present
Farmers Mutual Hail Insurance March 2013 - November 2014
Aviva Investors July 2012 - March 2013
Aviva Investors December 2009 - March 2013
Microsoft January 2007 - December 2009
Lionbridge December 2004 - January 2007
R Systems February 2004 - July 2004
Skills
WCF, ASP.NET, Agile Methodologies, SDLC, LINQ, Silverlight, SQL, .NET, XML, Oracle, JavaScript, HTML, Visual Studio, C++, Subversion, Android Development, ADO.NET, Microsoft SQL Server, TFS, OOAD, JIRA, ESRI GIS, Perforce, Microsoft Solver..., Geographic Information..., Microsoft Expression..., jQuery, jQuery Mobile, HTML 5, C, CodeWarrior, MAC OS X Tiger, System Migration, Quickbuild, Web Applications, WinForms, Software Development, OOP, Unit Testing, WCF Services, WPF, Visual C, AJAX, HTML5, AngularJS, ArcGis 10.2.2, cognitec face..., Cloud Computing, Windows Azure, Scrum
Education
Uttar Pradesh Technical University 2001 — 2004
MCA, Computer
Babasaheb Bhimrao Ambedkar Bihar University 1998 — 2000
Lerner Publishing Group December 2014 - Present
Farmers Mutual Hail Insurance March 2013 - November 2014
Aviva Investors July 2012 - March 2013
Aviva Investors December 2009 - March 2013
Microsoft January 2007 - December 2009
Lionbridge December 2004 - January 2007
R Systems February 2004 - July 2004
Skills
WCF, ASP.NET, Agile Methodologies, SDLC, LINQ, Silverlight, SQL, .NET, XML, Oracle, JavaScript, HTML, Visual Studio, C++, Subversion, Android Development, ADO.NET, Microsoft SQL Server, TFS, OOAD, JIRA, ESRI GIS, Perforce, Microsoft Solver..., Geographic Information..., Microsoft Expression..., jQuery, jQuery Mobile, HTML 5, C, CodeWarrior, MAC OS X Tiger, System Migration, Quickbuild, Web Applications, WinForms, Software Development, OOP, Unit Testing, WCF Services, WPF, Visual C, AJAX, HTML5, AngularJS, ArcGis 10.2.2, cognitec face..., Cloud Computing, Windows Azure, Scrum
Education
Uttar Pradesh Technical University 2001 — 2004
MCA, Computer
Babasaheb Bhimrao Ambedkar Bihar University 1998 — 2000
Brian L. Machan, CFA Brian L. Machan, CFA's Aviva Investors Experience March 2008 - October 2013
Job Corporate Bond Portfolio Manager at American Equity
Industry Investment Management
Experience
American Equity Investment Life Insurance Company October 2013 - Present
Aviva Investors March 2008 - October 2013
Aviva Investors August 1999 - March 2008
Aviva Investors June 1997 - August 1999
Skills
Investment Grade..., Fixed Income, Investment Management, Portfolio Management, Asset Management, Asset Allocation, Relative Value Trading, Valuation, Credit Analysis, Investment Strategies, Mutual Funds, Risk Budgeting, Investments, Bloomberg, BlackRock Aladdin, Charles River IMS, Barclays Point, Chartered Financial..., Equity Valuation, Bonds, Credit, Fixed Income Analysis
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance/Investments Concentration
Iowa State University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance and Economics
American Equity Investment Life Insurance Company October 2013 - Present
Aviva Investors March 2008 - October 2013
Aviva Investors August 1999 - March 2008
Aviva Investors June 1997 - August 1999
Skills
Investment Grade..., Fixed Income, Investment Management, Portfolio Management, Asset Management, Asset Allocation, Relative Value Trading, Valuation, Credit Analysis, Investment Strategies, Mutual Funds, Risk Budgeting, Investments, Bloomberg, BlackRock Aladdin, Charles River IMS, Barclays Point, Chartered Financial..., Equity Valuation, Bonds, Credit, Fixed Income Analysis
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance/Investments Concentration
Iowa State University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance and Economics
Vicki Gatter Vicki Gatter's Aviva Investors Experience December 2009 - November 2010
Job Enterprise Business Analyst at Athene USA
Industry Information Technology and Services
Experience
Athene USA December 2010 - Present
Self Employed (Open - I LLC) June 2000 - June 2011
Aviva Investors December 2009 - November 2010
Principal Financial Group - Life Division March 2008 - December 2008
Wellmark July 2007 - February 2008
Principal Financial Group - RIS Division June 2005 - April 2007
GlobalVetLink 2002 - 2005
Atanasoft 2000 - 2005
Kirke - Van Orsdel, Inc. (currently Marsh) May 1993 - May 2000
Skills
Insurance, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Software Documentation, Data Warehousing, Relationship Management, Outlook, Analysis, Customer Service, Change Management, Integration, Access, Team Management, Team Building, Business Process, Microsoft Excel, Software Development, Strategic Planning, Business Requirements, Databases, Risk Management, Vendor Management, Visio, SharePoint, Process Improvement, COBOL, Business Process..., Management, Project Portfolio..., PMO, Quality Assurance, Test Planning, MS Project, XML, User Acceptance Testing, Systems Analysis, Software Project..., Business Intelligence, Resource Management, IT Strategy, Agile Project Management, Agile Methodologies, Testing, Program Management, Project Delivery, Waterfall, Enterprise Architecture, Data Modeling
Education
Iowa State University 1981 — 1986
BS, Computer Science and Economics
Athene USA December 2010 - Present
Self Employed (Open - I LLC) June 2000 - June 2011
Aviva Investors December 2009 - November 2010
Principal Financial Group - Life Division March 2008 - December 2008
Wellmark July 2007 - February 2008
Principal Financial Group - RIS Division June 2005 - April 2007
GlobalVetLink 2002 - 2005
Atanasoft 2000 - 2005
Kirke - Van Orsdel, Inc. (currently Marsh) May 1993 - May 2000
Skills
Insurance, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Software Documentation, Data Warehousing, Relationship Management, Outlook, Analysis, Customer Service, Change Management, Integration, Access, Team Management, Team Building, Business Process, Microsoft Excel, Software Development, Strategic Planning, Business Requirements, Databases, Risk Management, Vendor Management, Visio, SharePoint, Process Improvement, COBOL, Business Process..., Management, Project Portfolio..., PMO, Quality Assurance, Test Planning, MS Project, XML, User Acceptance Testing, Systems Analysis, Software Project..., Business Intelligence, Resource Management, IT Strategy, Agile Project Management, Agile Methodologies, Testing, Program Management, Project Delivery, Waterfall, Enterprise Architecture, Data Modeling
Education
Iowa State University 1981 — 1986
BS, Computer Science and Economics
Mark Spurgeon, CFA Mark Spurgeon, CFA's Aviva Investors Experience January 2010 - July 2010
Job Investment Banking Analyst at Ascendant Partners, Inc.
Industry Investment Banking
Experience
Ascendant Partners, Inc. July 2013 - Present
Mark Spurgeon Consulting October 2012 - July 2013
Equity Transition Partners September 2010 - October 2012
Iowa State University July 2010 - September 2010
Aviva Investors January 2010 - July 2010
Kingland Systems Corp February 2009 - January 2010
Iowa State University Foundation October 2006 - August 2008
Iowa State University May 2007 - August 2007
Skills
Cash Flow Forecasting, Industry Analysis, Foreign Investment, Bloomberg, Excel, PowerPoint, Microsoft Excel, Leadership, Capital Markets, Financial Modeling, Private Equity, Valuation, Management, Fundraising, Competitive Analysis, Securities, Corporate Finance, Portfolio Management, Business Strategy, Financial Markets, Investments, Credit Analysis, Financial Analysis, Fixed Income, Start-ups, Derivatives, Equity Valuation, Venture Capital, Alternative Investments, Investment Banking, Bloomberg Terminal
Education
Iowa State University 2006 — 2010
Finance, Corporate Finance, Security Analysis, Futures and Options
CFA Institute
Ascendant Partners, Inc. July 2013 - Present
Mark Spurgeon Consulting October 2012 - July 2013
Equity Transition Partners September 2010 - October 2012
Iowa State University July 2010 - September 2010
Aviva Investors January 2010 - July 2010
Kingland Systems Corp February 2009 - January 2010
Iowa State University Foundation October 2006 - August 2008
Iowa State University May 2007 - August 2007
Skills
Cash Flow Forecasting, Industry Analysis, Foreign Investment, Bloomberg, Excel, PowerPoint, Microsoft Excel, Leadership, Capital Markets, Financial Modeling, Private Equity, Valuation, Management, Fundraising, Competitive Analysis, Securities, Corporate Finance, Portfolio Management, Business Strategy, Financial Markets, Investments, Credit Analysis, Financial Analysis, Fixed Income, Start-ups, Derivatives, Equity Valuation, Venture Capital, Alternative Investments, Investment Banking, Bloomberg Terminal
Education
Iowa State University 2006 — 2010
Finance, Corporate Finance, Security Analysis, Futures and Options
CFA Institute
David Ross David Ross's Aviva Investors Experience December 2010 - July 2011
Job VP, Investment Strategy & ALM at Resolution Life
Industry Investment Management
Experience
Resolution Life April 2014 - Present
Athene USA October 2013 - April 2014
Aviva USA July 2011 - October 2013
Aviva Investors December 2010 - July 2011
Aviva Investors North America 2004 - December 2010
Aviva Investors 2004 - 2010
Maritime Life 1983 - 2004
Skills
ALM, Actuarial, Risk Management, Risk, Insurance, Asset Management, Investments, Pensions, Compliance, Derivatives, Asset Allocation, Hedging, Asset Managment, Financial Risk, Portfolio Management, Bloomberg, Actuarial Science, Equities, Economic Capital, Fixed Income, Market Risk, Enterprise Risk..., Financial Modeling, Securities, Financial Services, Investment Management, Financial Analysis, Investment Strategies, Operational Risk, Capital Markets, Alternative Investments, Credit Risk, Solvency II, Valuation, Quantitative Finance, Operational Risk..., Trading, Hedge Funds, Quantitative Analytics, Reinsurance, Mutual Funds, Fixed Annuities, Underwriting, Credit Derivatives, Bonds, Relationship Management, Life Insurance, Wealth Management, Capital Management, FX Options
Education
McMaster University 1977 — 1980
Bachelor of Science (BSc), Mathematics
John Abbott College 1975 — 1977
Bachelor of Applied Science (BASc), Pre-Engineering
Resolution Life April 2014 - Present
Athene USA October 2013 - April 2014
Aviva USA July 2011 - October 2013
Aviva Investors December 2010 - July 2011
Aviva Investors North America 2004 - December 2010
Aviva Investors 2004 - 2010
Maritime Life 1983 - 2004
Skills
ALM, Actuarial, Risk Management, Risk, Insurance, Asset Management, Investments, Pensions, Compliance, Derivatives, Asset Allocation, Hedging, Asset Managment, Financial Risk, Portfolio Management, Bloomberg, Actuarial Science, Equities, Economic Capital, Fixed Income, Market Risk, Enterprise Risk..., Financial Modeling, Securities, Financial Services, Investment Management, Financial Analysis, Investment Strategies, Operational Risk, Capital Markets, Alternative Investments, Credit Risk, Solvency II, Valuation, Quantitative Finance, Operational Risk..., Trading, Hedge Funds, Quantitative Analytics, Reinsurance, Mutual Funds, Fixed Annuities, Underwriting, Credit Derivatives, Bonds, Relationship Management, Life Insurance, Wealth Management, Capital Management, FX Options
Education
McMaster University 1977 — 1980
Bachelor of Science (BSc), Mathematics
John Abbott College 1975 — 1977
Bachelor of Applied Science (BASc), Pre-Engineering
Sabeen Alwy, CPA's Aviva Investors Experience March 2012 - Present
Job Accounting Manager at USAA Real Estate Company
Industry Accounting
Experience
USAA Real Estate Company December 2013 - Present
MidAmerican Energy Company July 2013 - Present
Aviva Investors March 2012 - Present
Aviva Investors July 2010 - March 2012
Aviva Investors North America September 2008 - June 2010
MetLife October 2007 - September 2008
Ernst & Young September 2006 - October 2007
Ernst & Young September 2005 - September 2006
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, Auditing, Financial Services, Corporate Finance, Financial Accounting, Due Diligence, US GAAP, General Ledger, Investments, Finance, Internal Audit, Internal Controls
Education
Drake University 2002 — 2005
Bachelor of Science (B.S.), Accounting
USAA Real Estate Company December 2013 - Present
MidAmerican Energy Company July 2013 - Present
Aviva Investors March 2012 - Present
Aviva Investors July 2010 - March 2012
Aviva Investors North America September 2008 - June 2010
MetLife October 2007 - September 2008
Ernst & Young September 2006 - October 2007
Ernst & Young September 2005 - September 2006
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, Auditing, Financial Services, Corporate Finance, Financial Accounting, Due Diligence, US GAAP, General Ledger, Investments, Finance, Internal Audit, Internal Controls
Education
Drake University 2002 — 2005
Bachelor of Science (B.S.), Accounting
Odessa Gilecki's Aviva Investors Experience November 2008 - August 2009
Job Head of Communication Strategy & Planning at barclaycard
Industry Financial Services
Experience
Looking for next role in Toronto June 2015 - Present
barclaycard December 2013 - May 2015
barclaycard September 2011 - December 2013
RBS Global Banking & Markets August 2009 - July 2011
Aviva Investors November 2008 - August 2009
WPP May 2008 - November 2008
AXA July 2007 - May 2008
Shell International August 2006 - July 2007
Scotiabank July 2004 - June 2006
Skills
Internal Communications, Change Management, Marketing Communications, Marketing, Stakeholder Management, Corporate Communications, Leadership, Event Management, Strategic Communications, Management, Strategy, Strategic Planning
Education
CFA Institute 2011 — 2011
Successfully completed Chartered Financial Analyst Level 1, Finance, General
Humber College 2003 — 2004
Postgraduate Degree, Public Relations, Advertising, and Applied Communication
Wilfrid Laurier University 1999 — 2003
Honours BA, English, Communications
Looking for next role in Toronto June 2015 - Present
barclaycard December 2013 - May 2015
barclaycard September 2011 - December 2013
RBS Global Banking & Markets August 2009 - July 2011
Aviva Investors November 2008 - August 2009
WPP May 2008 - November 2008
AXA July 2007 - May 2008
Shell International August 2006 - July 2007
Scotiabank July 2004 - June 2006
Skills
Internal Communications, Change Management, Marketing Communications, Marketing, Stakeholder Management, Corporate Communications, Leadership, Event Management, Strategic Communications, Management, Strategy, Strategic Planning
Education
CFA Institute 2011 — 2011
Successfully completed Chartered Financial Analyst Level 1, Finance, General
Humber College 2003 — 2004
Postgraduate Degree, Public Relations, Advertising, and Applied Communication
Wilfrid Laurier University 1999 — 2003
Honours BA, English, Communications
Annie Simons's Aviva Investors Experience September 2008 - December 2008
Job Business Operations Coordinator at GlobalVetLINK LC
Industry Events Services
Experience
GlobalVetLINK LC January 2015 - Present
Handi Quilter, Inc. October 2013 - August 2014
New Track Media January 2011 - March 2013
Wells Fargo February 2009 - July 2010
Aviva Investors September 2008 - December 2008
Stora Enso September 2007 - July 2008
International Progress Organization October 2006 - January 2007
New Track Media 2003 - 2006
Skills
Events Coordination, Point of Contact, Contract Negotiation, Event Planning, Hootsuite, Facebook, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Oral & Written..., Customer Service, Travel Arrangements, International Travels, Cvent, Outstanding time..., Sales, Public Speaking, Social Media Marketing, Blogging, Management, Time Management, Microsoft Office, Marketing, Social Media
Education
Buena Vista University 2004 — 2007
Bachelor of Arts, International Business, German minor
University of Nebraska at Omaha 2004 — 2004
Illinois Institute of Technology 2002 — 2003
GlobalVetLINK LC January 2015 - Present
Handi Quilter, Inc. October 2013 - August 2014
New Track Media January 2011 - March 2013
Wells Fargo February 2009 - July 2010
Aviva Investors September 2008 - December 2008
Stora Enso September 2007 - July 2008
International Progress Organization October 2006 - January 2007
New Track Media 2003 - 2006
Skills
Events Coordination, Point of Contact, Contract Negotiation, Event Planning, Hootsuite, Facebook, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Oral & Written..., Customer Service, Travel Arrangements, International Travels, Cvent, Outstanding time..., Sales, Public Speaking, Social Media Marketing, Blogging, Management, Time Management, Microsoft Office, Marketing, Social Media
Education
Buena Vista University 2004 — 2007
Bachelor of Arts, International Business, German minor
University of Nebraska at Omaha 2004 — 2004
Illinois Institute of Technology 2002 — 2003
marc babcock's Aviva Investors Experience October 2011 - January 2012
Job Programmer at NCMIC
Industry Information Technology and Services
Experience
NCMIC March 2012 - Present
Aviva Investors October 2011 - January 2012
Bridgestone-Firestone, Inc., Des Moines, Iowa November 2005 - May 2011
Principal Life Insurance Company, Inc., Des Moines, Iow June 1998 - July 2004
Skills
Microsoft SQL Server, SDLC, Visio, SQL
Education
Drake University 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
NCMIC March 2012 - Present
Aviva Investors October 2011 - January 2012
Bridgestone-Firestone, Inc., Des Moines, Iowa November 2005 - May 2011
Principal Life Insurance Company, Inc., Des Moines, Iow June 1998 - July 2004
Skills
Microsoft SQL Server, SDLC, Visio, SQL
Education
Drake University 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Manuel Borge's Aviva Investors Experience September 2010 - September 2011
Job Senior Release Manager Consultant
Industry Semiconductors
Experience
Phamton Consulting LLC September 2011 - Present
Cree January 2013 - May 2014
PNM Resources April 2012 - September 2012
Rockwell Automation September 2011 - April 2012
Aviva Investors September 2010 - September 2011
R&G Engineering June 2009 - September 2010
Amdocs April 2007 - June 2009
Motorola July 2003 - March 2007
Motorola July 2000 - July 2003
Boeing July 1998 - July 2000
Skills
Spanish, Cross-functional Team..., English, Team Building, Negotiation, Contract Negotiation, Problem Solving, Customer Relations, Team Leadership, Microsoft Office, Team Management, Multilingual, Excel, Word, Translation, Fluent English, PowerPoint, Business Planning, Latin America, Sourcing, Coaching, Vendor, Microsoft Excel, Testing, Management, Customer Service, Configuration Management, Change Management, Release Management, Environment Management, Microsoft Word, Software Configuration..., Program Management, Software Development, Business Analysis, Software Quality..., MS Project, Subversion, Project Management, Vendor Management, ClearCase, JIRA, Software Project..., Analysis, User Acceptance Testing, Strategy, Telecommunications, Project Portfolio..., Software Engineering, Leadership
Education
Illinois Institute of Technology 2014 — 2015
Masters in Information Technology & Management, Management Information Systems, General, 4.0
Florida Atlantic University 1992 — 1998
BSME, Mechanical Engineering
Phamton Consulting LLC September 2011 - Present
Cree January 2013 - May 2014
PNM Resources April 2012 - September 2012
Rockwell Automation September 2011 - April 2012
Aviva Investors September 2010 - September 2011
R&G Engineering June 2009 - September 2010
Amdocs April 2007 - June 2009
Motorola July 2003 - March 2007
Motorola July 2000 - July 2003
Boeing July 1998 - July 2000
Skills
Spanish, Cross-functional Team..., English, Team Building, Negotiation, Contract Negotiation, Problem Solving, Customer Relations, Team Leadership, Microsoft Office, Team Management, Multilingual, Excel, Word, Translation, Fluent English, PowerPoint, Business Planning, Latin America, Sourcing, Coaching, Vendor, Microsoft Excel, Testing, Management, Customer Service, Configuration Management, Change Management, Release Management, Environment Management, Microsoft Word, Software Configuration..., Program Management, Software Development, Business Analysis, Software Quality..., MS Project, Subversion, Project Management, Vendor Management, ClearCase, JIRA, Software Project..., Analysis, User Acceptance Testing, Strategy, Telecommunications, Project Portfolio..., Software Engineering, Leadership
Education
Illinois Institute of Technology 2014 — 2015
Masters in Information Technology & Management, Management Information Systems, General, 4.0
Florida Atlantic University 1992 — 1998
BSME, Mechanical Engineering
Tiffany Thomas's Aviva Investors Experience May 2011 - Present
Job Vice President at Aviva Investors
Industry Real Estate
Experience
Aviva Investors May 2011 - Present
Barclays Capital 2010 - 2011
Federal Realty Investment Trust 2009 - 2009
RBS Greenwich Capital 2006 - 2008
Raymond James 2003 - 2006
Skills
Real Estate Private..., Fund Of Funds, Secondaries, Corporate Finance, Real Estate Economics, Real Estate Financing, Capital Markets, Investment Banking, Portfolio Management, Investment Strategies
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Real Estate
Duke University 2000 — 2003
B.S., Economics
Aviva Investors May 2011 - Present
Barclays Capital 2010 - 2011
Federal Realty Investment Trust 2009 - 2009
RBS Greenwich Capital 2006 - 2008
Raymond James 2003 - 2006
Skills
Real Estate Private..., Fund Of Funds, Secondaries, Corporate Finance, Real Estate Economics, Real Estate Financing, Capital Markets, Investment Banking, Portfolio Management, Investment Strategies
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Real Estate
Duke University 2000 — 2003
B.S., Economics
Samantha Breen's Aviva Investors Experience May 2011 - September 2014
Job Associate VP, Operations/Investment Analyst at Westwood Holdings Group, Inc.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. October 2014 - Present
Aviva Investors May 2011 - September 2014
Aviva Investors April 2006 - May 2011
Mail Boxes Etc / The UPS Store June 2002 - March 2006
Skills
Management, Budgets, Training, Leadership, Asset Management, Vendor Management, Project Management, Auditing, Retail, Executive..., Convertible Bonds, Fixed Income, QuickBooks, Investments, Compliance
Education
Boston University - Center for Professional Education 2007 — 2007
Accounting
Emerson College 2001 — 2005
BA, Visual and Media Arts
Westwood Holdings Group, Inc. October 2014 - Present
Aviva Investors May 2011 - September 2014
Aviva Investors April 2006 - May 2011
Mail Boxes Etc / The UPS Store June 2002 - March 2006
Skills
Management, Budgets, Training, Leadership, Asset Management, Vendor Management, Project Management, Auditing, Retail, Executive..., Convertible Bonds, Fixed Income, QuickBooks, Investments, Compliance
Education
Boston University - Center for Professional Education 2007 — 2007
Accounting
Emerson College 2001 — 2005
BA, Visual and Media Arts
Scott Brueck's Aviva Investors Experience October 2009 - June 2010
Job Controller at Miles Capital, Inc.
Industry Accounting
Experience
Miles Capital, Inc. September 2012 - Present
Aviva Investors North America June 2010 - September 2012
Aviva Investors October 2009 - June 2010
Principal Financial Group (Global Investors) September 2001 - May 2009
Relera, Inc. October 2000 - August 2001
Verio December 1997 - October 2000
Comcast Cable March 1997 - December 1997
Amfac Parks & Resorts April 1996 - March 1997
Avanti Petroleum June 1994 - April 1996
Education
Drake University 1993 — 1994
B.S. in Business Administration, Accounting
University of Iowa 1989 — 1991
Bachelors in Business Administration, Business Administration
Miles Capital, Inc. September 2012 - Present
Aviva Investors North America June 2010 - September 2012
Aviva Investors October 2009 - June 2010
Principal Financial Group (Global Investors) September 2001 - May 2009
Relera, Inc. October 2000 - August 2001
Verio December 1997 - October 2000
Comcast Cable March 1997 - December 1997
Amfac Parks & Resorts April 1996 - March 1997
Avanti Petroleum June 1994 - April 1996
Education
Drake University 1993 — 1994
B.S. in Business Administration, Accounting
University of Iowa 1989 — 1991
Bachelors in Business Administration, Business Administration
Ryan Fick, CFA's Aviva Investors Experience January 2002 - December 2012
Job Sr. High Yield Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors December 2012 - Present
Aviva Investors January 2002 - December 2012
Skills
Portfolio Management, Asset Managment, Fixed Income, Bloomberg, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2007
Central College 1998 — 2002
BS, Finance
Principal Global Investors December 2012 - Present
Aviva Investors January 2002 - December 2012
Skills
Portfolio Management, Asset Managment, Fixed Income, Bloomberg, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2007
Central College 1998 — 2002
BS, Finance
Michael Hanisch's Aviva Investors Experience February 2014 - Present
Job Hedge Fund Investments at Aviva Investors
Industry Financial Services
Experience
Aviva Investors February 2014 - Present
UBP Asset Management March 2010 - February 2014
AIG Global Investment Group/ PineBridge Investments October 2008 - March 2010
Bank of America January 2006 - August 2008
GAM USA, Inc October 2005 - December 2006
State Street Bank June 2003 - August 2005
Skills
Asset Management, Hedge Funds, Fund Of Funds, Alternative Investments, Valuation, Private Equity, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Bloomberg, Financial Reporting, Fund Accounting, Equities, Investment Banking, Fixed Income, Trading, Due Diligence, Investor Relations, Accounting
Education
Franklin Pierce College 1999 — 2003
Bachelor of Science, Finance, Economics
Aviva Investors February 2014 - Present
UBP Asset Management March 2010 - February 2014
AIG Global Investment Group/ PineBridge Investments October 2008 - March 2010
Bank of America January 2006 - August 2008
GAM USA, Inc October 2005 - December 2006
State Street Bank June 2003 - August 2005
Skills
Asset Management, Hedge Funds, Fund Of Funds, Alternative Investments, Valuation, Private Equity, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Bloomberg, Financial Reporting, Fund Accounting, Equities, Investment Banking, Fixed Income, Trading, Due Diligence, Investor Relations, Accounting
Education
Franklin Pierce College 1999 — 2003
Bachelor of Science, Finance, Economics
Zachary Streit's Aviva Investors Experience January 2008 - May 2011
Job Managing Director of Originations at Anchor Loans LP
Industry Real Estate
Experience
Anchor Loans LP June 2015 - Present
Colony American Finance June 2014 - June 2015
Streit Lending June 2011 - May 2014
Aviva Investors January 2008 - May 2011
Skills
Real Estate Private..., Asset Managment, Real Estate, Investments, Real Estate Acquisitions, Real Estate Development, Real Estate Transactions, Real Estate Financing, Investment Properties, Property Management, Private Equity, Commercial Real Estate, Residential Homes, Loans, Finance, Financial Structuring, Asset Management, Mortgage Lending, Brokerage, Underwriting, Real Estate Economics
Education
New York University 2007 — 2009
Master of Science (M.S.), Real Estate
Benjamin N. Cardozo School of Law, Yeshiva University 2004 — 2007
JD, Real Estate
Yeshiva University 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Anchor Loans LP June 2015 - Present
Colony American Finance June 2014 - June 2015
Streit Lending June 2011 - May 2014
Aviva Investors January 2008 - May 2011
Skills
Real Estate Private..., Asset Managment, Real Estate, Investments, Real Estate Acquisitions, Real Estate Development, Real Estate Transactions, Real Estate Financing, Investment Properties, Property Management, Private Equity, Commercial Real Estate, Residential Homes, Loans, Finance, Financial Structuring, Asset Management, Mortgage Lending, Brokerage, Underwriting, Real Estate Economics
Education
New York University 2007 — 2009
Master of Science (M.S.), Real Estate
Benjamin N. Cardozo School of Law, Yeshiva University 2004 — 2007
JD, Real Estate
Yeshiva University 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Kim Cordillo's Aviva Investors Experience April 2014 - Present
Job Regional Marketing and RFP Manager at Aviva Investors
Industry Financial Services
Experience
Aviva Investors April 2014 - Present
Aviva Investors May 2012 - April 2014
Harris Associates L.P. July 2002 - May 2012
Government Finance Officers Association May 2001 - July 2002
Goldman Sachs September 2000 - April 2001
Skills
Marketing, Business Development, Asset Management, Equities, Mutual Funds
Education
Indiana University Bloomington 1995 — 2000
BS, Applied Health Science
Aviva Investors April 2014 - Present
Aviva Investors May 2012 - April 2014
Harris Associates L.P. July 2002 - May 2012
Government Finance Officers Association May 2001 - July 2002
Goldman Sachs September 2000 - April 2001
Skills
Marketing, Business Development, Asset Management, Equities, Mutual Funds
Education
Indiana University Bloomington 1995 — 2000
BS, Applied Health Science
Kelly Woerdehoff's Aviva Investors Experience June 2010 - June 2011
Job Operations Communications Manager Midwest and West Regions at DuPont
Industry Marketing and Advertising
Experience
DuPont November 2014 - Present
DuPont June 2011 - November 2014
Aviva Investors June 2010 - June 2011
John Deere - Des Moines Works April 2008 - June 2010
Krell Institute December 2004 - March 2008
Briggs Corporation May 2000 - November 2004
Skills
Media Relations, Crisis Communications, Corporate Communications, Internal Communications, Marketing Communications, Newsletters, Strategic Communications, Communications Planning, Reputation Management, Press Releases, Digital Marketing, Communication Training, Corporate Social..., Integrated Marketing, Public Relations
Education
Iowa State University 1996 — 2000
Bachelor's Degree, Journalism and Mass Communications - emphasis in Public Relations; minor in Political Science
DuPont November 2014 - Present
DuPont June 2011 - November 2014
Aviva Investors June 2010 - June 2011
John Deere - Des Moines Works April 2008 - June 2010
Krell Institute December 2004 - March 2008
Briggs Corporation May 2000 - November 2004
Skills
Media Relations, Crisis Communications, Corporate Communications, Internal Communications, Marketing Communications, Newsletters, Strategic Communications, Communications Planning, Reputation Management, Press Releases, Digital Marketing, Communication Training, Corporate Social..., Integrated Marketing, Public Relations
Education
Iowa State University 1996 — 2000
Bachelor's Degree, Journalism and Mass Communications - emphasis in Public Relations; minor in Political Science
Carol Millar's Aviva Investors Experience April 2008 - April 2012
Job Senior Mortgage Originator at American Equity Investment Life Insurance Company
Industry Real Estate
Experience
American Equity May 2012 - Present
Aviva Investors April 2008 - April 2012
Principal Financial Group May 1988 - March 2008
Skills
Underwriting, Loans, Mortgage Lending, Analysis, Marketing Strategy, Risk Management, Process Improvement, Microsoft Word, Finance, Commercial Real Estate, Banking, CMBS, Commercial Lending, Commercial Mortgages, Due Diligence, Investment Properties, Real Estate Financing, Securities
Education
Iowa State University 1980 — 1984
BS, Economics
American Equity May 2012 - Present
Aviva Investors April 2008 - April 2012
Principal Financial Group May 1988 - March 2008
Skills
Underwriting, Loans, Mortgage Lending, Analysis, Marketing Strategy, Risk Management, Process Improvement, Microsoft Word, Finance, Commercial Real Estate, Banking, CMBS, Commercial Lending, Commercial Mortgages, Due Diligence, Investment Properties, Real Estate Financing, Securities
Education
Iowa State University 1980 — 1984
BS, Economics
Ashley Weiss's Aviva Investors Experience June 2015 - Present
Job Attorney at Aviva Investors
Industry Financial Services
Experience
Aviva Investors June 2015 - Present
ACA Compliance Group July 2013 - May 2015
Circuit Court of Cook County July 2012 - June 2013
Law Offices of Saul Wexler April 2010 - June 2012
Law Offices of Kevin O'Reilly April 2010 - January 2012
Chicago-Kent College of Law August 2008 - May 2011
General Growth Properties November 2005 - June 2008
Schawk May 2005 - November 2005
Interaction June 2004 - August 2004
Skills
Legal Research, Legal Writing, Westlaw, Research, Event Planning, Editing, Litigation
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2011
J.D., Law
University of Vermont 2000 — 2004
Bachelor of Arts, Political Science
Aviva Investors June 2015 - Present
ACA Compliance Group July 2013 - May 2015
Circuit Court of Cook County July 2012 - June 2013
Law Offices of Saul Wexler April 2010 - June 2012
Law Offices of Kevin O'Reilly April 2010 - January 2012
Chicago-Kent College of Law August 2008 - May 2011
General Growth Properties November 2005 - June 2008
Schawk May 2005 - November 2005
Interaction June 2004 - August 2004
Skills
Legal Research, Legal Writing, Westlaw, Research, Event Planning, Editing, Litigation
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2011
J.D., Law
University of Vermont 2000 — 2004
Bachelor of Arts, Political Science
Sarah Sinclair's Aviva Investors Experience November 2009 - March 2012
Job RFP Manager at Businessolver
Industry Marketing and Advertising
Experience
Businessolver February 2012 - Present
Aviva Investors November 2009 - March 2012
GeoLearning May 2007 - November 2009
GeoLearning May 2005 - May 2007
Skills
Marketing Communications, Project Planning, RFP preparation, Proposal Writing, Writing, Scheduling, Team Building, Strategic Planning, Salesforce.com, Management, Leadership, Process Improvement
Education
Iowa State University 1998 — 2001
Bachelor's, Advertising
Businessolver February 2012 - Present
Aviva Investors November 2009 - March 2012
GeoLearning May 2007 - November 2009
GeoLearning May 2005 - May 2007
Skills
Marketing Communications, Project Planning, RFP preparation, Proposal Writing, Writing, Scheduling, Team Building, Strategic Planning, Salesforce.com, Management, Leadership, Process Improvement
Education
Iowa State University 1998 — 2001
Bachelor's, Advertising
Dan Fasciano, CFA, CAIA's Aviva Investors Experience 2002 - 2008
Job Managing Director at BNY Mellon
Industry Investment Management
Experience
BNY Mellon 2010 - Present
CFA Institute 2014 - Present
Boston Security Analysts Society July 2005 - Present
CFA Institute 2011 - 2014
State of Florida 2009 - 2010
Aviva Investors 2002 - 2008
Mellon Financial 1993 - 2002
Mellon Financial 1990 - 1993
Education
Boston University
MBA
University of New Hampshire
BA
BNY Mellon 2010 - Present
CFA Institute 2014 - Present
Boston Security Analysts Society July 2005 - Present
CFA Institute 2011 - 2014
State of Florida 2009 - 2010
Aviva Investors 2002 - 2008
Mellon Financial 1993 - 2002
Mellon Financial 1990 - 1993
Education
Boston University
MBA
University of New Hampshire
BA
Joe McCloud's Aviva Investors Experience 2013 - 2013
Job President at J & N Consulting
Industry Information Technology and Services
Experience
J & N Consulting May 2005 - Present
Wells Fargo Real Estate Lending January 2011 - May 2013
Aviva Investors 2013 - 2013
State of Iowa Department of Human Services 2008 - 2010
Datavision Resources 2009 - 2009
ConocoPhillips 2008 - 2009
Wellmark 2007 - 2008
Wells Fargo 2004 - 2007
Anheuser-Busch, Inc. 2002 - 2004
BOLD Internet Business Solutions 2001 - 2002
Skills
Business Requirements, RUP, Use Case, Team Building, Requirements Gathering, Requirements Analysis, Business Analysis, Software Project..., Project Delivery, SDLC, Waterfall, Business Process, Visio, Business Process..., SharePoint, Process Improvement, Vendor Management, Project Management, Business Process Design, Business Intelligence, Use Case Analysis, Change Management, Requirements Management, Process Management, Software Requirements, User Acceptance Testing, Systems Analysis, Enterprise Software, Analysis, Project Portfolio...
Education
Baker University 1996 — 1998
Masters, Computer Science
DeVry Institute of Technology 1993 — 1995
BS in CIS, Computer Informaiton Systems
DeVry University 1992 — 1995
B.S., Computer Information Systems
J & N Consulting May 2005 - Present
Wells Fargo Real Estate Lending January 2011 - May 2013
Aviva Investors 2013 - 2013
State of Iowa Department of Human Services 2008 - 2010
Datavision Resources 2009 - 2009
ConocoPhillips 2008 - 2009
Wellmark 2007 - 2008
Wells Fargo 2004 - 2007
Anheuser-Busch, Inc. 2002 - 2004
BOLD Internet Business Solutions 2001 - 2002
Skills
Business Requirements, RUP, Use Case, Team Building, Requirements Gathering, Requirements Analysis, Business Analysis, Software Project..., Project Delivery, SDLC, Waterfall, Business Process, Visio, Business Process..., SharePoint, Process Improvement, Vendor Management, Project Management, Business Process Design, Business Intelligence, Use Case Analysis, Change Management, Requirements Management, Process Management, Software Requirements, User Acceptance Testing, Systems Analysis, Enterprise Software, Analysis, Project Portfolio...
Education
Baker University 1996 — 1998
Masters, Computer Science
DeVry Institute of Technology 1993 — 1995
BS in CIS, Computer Informaiton Systems
DeVry University 1992 — 1995
B.S., Computer Information Systems
Lee Harper's Aviva Investors Experience September 2009 - July 2010
Job Head of Business Automation Solutions at INTL FCStone Inc.
Industry Information Technology and Services
Experience
INTL FCStone Inc. February 2015 - Present
Farmers Mutual Hail Insurance February 2014 - February 2015
Farmers Mutual Hail Insurance July 2010 - February 2014
Aviva Investors September 2009 - July 2010
Freelance March 2008 - September 2009
ADP January 2008 - September 2008
SACMI USA July 2004 - November 2007
SACMI USA January 2002 - July 2004
SACMI USA October 1996 - January 2002
Skills
Databases, Active Directory, Microsoft SQL Server, Software Documentation, Project Management, SQL, Windows, C#, IIS, Reporting & Analysis, Business Analytics, Content Management, Workflow Management, Process Management, Process Improvement
Education
Iowa State University 1996 — 2001
B.S., Economics
INTL FCStone Inc. February 2015 - Present
Farmers Mutual Hail Insurance February 2014 - February 2015
Farmers Mutual Hail Insurance July 2010 - February 2014
Aviva Investors September 2009 - July 2010
Freelance March 2008 - September 2009
ADP January 2008 - September 2008
SACMI USA July 2004 - November 2007
SACMI USA January 2002 - July 2004
SACMI USA October 1996 - January 2002
Skills
Databases, Active Directory, Microsoft SQL Server, Software Documentation, Project Management, SQL, Windows, C#, IIS, Reporting & Analysis, Business Analytics, Content Management, Workflow Management, Process Management, Process Improvement
Education
Iowa State University 1996 — 2001
B.S., Economics
subbu balla's Aviva Investors Experience 2008 - 2011
Job Systems Analyst at QCI
Industry Computer Software
Experience
QCI June 2012 - Present
UST Global November 2006 - May 2012
Aviva Investors 2008 - 2011
Aviva Investors 2008 - 2011
CMC Ltd June 2004 - November 2006
Skills
Microsoft SQL Server, SDLC, Requirements Analysis, SQL, PL/SQL, WCF, Enterprise Architecture, Databases, Testing, C++, .NET, Software Development, Data Warehousing, Quality Center, Business Intelligence, Software Project..., ETL, Programming, Test Automation, Visual Basic, C#, ASP.NET, VB.NET, Scrum, JavaScript, Business Analysis, XML, Web Services, Oracle, Visual Studio, AJAX, Java, Agile Methodologies, SSIS, Business Objects, Database Design, Crystal Reports, Requirements Gathering, Data Modeling, Visio, SOA, WPF, IIS, Silverlight, HTML, CSS, Design Patterns, Web Applications, TFS, ASP.NET MVC
Education
Nagarjuna University 1999 — 2003
Bachelor of Technology, ECE
QCI June 2012 - Present
UST Global November 2006 - May 2012
Aviva Investors 2008 - 2011
Aviva Investors 2008 - 2011
CMC Ltd June 2004 - November 2006
Skills
Microsoft SQL Server, SDLC, Requirements Analysis, SQL, PL/SQL, WCF, Enterprise Architecture, Databases, Testing, C++, .NET, Software Development, Data Warehousing, Quality Center, Business Intelligence, Software Project..., ETL, Programming, Test Automation, Visual Basic, C#, ASP.NET, VB.NET, Scrum, JavaScript, Business Analysis, XML, Web Services, Oracle, Visual Studio, AJAX, Java, Agile Methodologies, SSIS, Business Objects, Database Design, Crystal Reports, Requirements Gathering, Data Modeling, Visio, SOA, WPF, IIS, Silverlight, HTML, CSS, Design Patterns, Web Applications, TFS, ASP.NET MVC
Education
Nagarjuna University 1999 — 2003
Bachelor of Technology, ECE
Kevin Mathews's Aviva Investors Experience August 2014 - Present
Job High Yield Portfolio Manager at Aviva Investors
Industry Investment Management
Experience
Aviva Investors August 2014 - Present
Scottish Widows Investment Partnership March 2011 - July 2014
F&C Asset Management January 2004 - March 2011
Gulf International Bank March 2002 - January 2004
ING Investment Management March 1995 - October 2000
Van Kampen Merritt 1987 - 1995
Southmark Corporation 1985 - 1987
Texas Federal Savings and Loan 1983 - 1985
Skills
Fixed Income, Valuation, Investments, Bloomberg, High Yield, Portfolio Management, Asset Managment, Investment Management, Derivatives, Asset Allocation, Bonds, Trading, Mutual Funds, Investment Strategies, Financial Modeling, Asset Management
Education
Carmel High School
High School Diploma
Drake University
MBA, Finance
University of Illinois at Urbana-Champaign
BS, Finance
Aviva Investors August 2014 - Present
Scottish Widows Investment Partnership March 2011 - July 2014
F&C Asset Management January 2004 - March 2011
Gulf International Bank March 2002 - January 2004
ING Investment Management March 1995 - October 2000
Van Kampen Merritt 1987 - 1995
Southmark Corporation 1985 - 1987
Texas Federal Savings and Loan 1983 - 1985
Skills
Fixed Income, Valuation, Investments, Bloomberg, High Yield, Portfolio Management, Asset Managment, Investment Management, Derivatives, Asset Allocation, Bonds, Trading, Mutual Funds, Investment Strategies, Financial Modeling, Asset Management
Education
Carmel High School
High School Diploma
Drake University
MBA, Finance
University of Illinois at Urbana-Champaign
BS, Finance
Jessica Gifford's Aviva Investors Experience April 2013 - August 2014
Job Global Investment Client Service
Industry Financial Services
Experience
Babson Capital Management September 2014 - Present
Aviva Investors April 2013 - August 2014
RBS Global Banking & Markets 2010 - January 2013
RBS Greenwich Capital July 2008 - August 2010
General Electric June 2007 - June 2008
Vxpartner Pty Ltd, Australia July 2006 - November 2006
Skills
Bloomberg, Fixed Income, Financial Analysis, Derivatives, Hedge Funds, Equities, Bonds, Investments, Trading
Education
Fairfield University 2004 — 2008
Bachelors, Finance
Babson Capital Management September 2014 - Present
Aviva Investors April 2013 - August 2014
RBS Global Banking & Markets 2010 - January 2013
RBS Greenwich Capital July 2008 - August 2010
General Electric June 2007 - June 2008
Vxpartner Pty Ltd, Australia July 2006 - November 2006
Skills
Bloomberg, Fixed Income, Financial Analysis, Derivatives, Hedge Funds, Equities, Bonds, Investments, Trading
Education
Fairfield University 2004 — 2008
Bachelors, Finance
Darrin Smith's Aviva Investors Experience 1991 - 2007
Job Managing Director Portfolio Manager at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors November 2007 - Present
Aviva Investors 1991 - 2007
Education
Drake University
MBA, Finance
Principal Global Investors November 2007 - Present
Aviva Investors 1991 - 2007
Education
Drake University
MBA, Finance
Dylan Funk's Aviva Investors Experience January 2010 - January 2011
Job Senior Applications Developoer
Industry Computer Software
Experience
Ortho2 April 2014 - Present
OmniVista Solutions November 2012 - March 2014
Jacobson Companies July 2011 - November 2012
Grinnell Mutual Reinsurance January 2011 - July 2011
Aviva Investors January 2010 - January 2011
Thoth Solutions February 2009 - October 2009
Onshore Technology Services December 2006 - February 2008
Skills
LINQ, Visual Studio, VB.NET, C#, ASP.NET, Silverlight, Microsoft SQL Server, Web Services, JavaScript, SQL, AJAX, Database Design, WCF Services, Telerik, Win32 API, Relational Databases, WPF Development, .NET, XML, Linux, DevExpress Controls, T-SQL, HTML
Education
Indian Hills Community College 2000 — 2002
AA, Computer Systems Networking
St. Ambrose University 1990 — 1994
BA, Psychology / Math
Ortho2 April 2014 - Present
OmniVista Solutions November 2012 - March 2014
Jacobson Companies July 2011 - November 2012
Grinnell Mutual Reinsurance January 2011 - July 2011
Aviva Investors January 2010 - January 2011
Thoth Solutions February 2009 - October 2009
Onshore Technology Services December 2006 - February 2008
Skills
LINQ, Visual Studio, VB.NET, C#, ASP.NET, Silverlight, Microsoft SQL Server, Web Services, JavaScript, SQL, AJAX, Database Design, WCF Services, Telerik, Win32 API, Relational Databases, WPF Development, .NET, XML, Linux, DevExpress Controls, T-SQL, HTML
Education
Indian Hills Community College 2000 — 2002
AA, Computer Systems Networking
St. Ambrose University 1990 — 1994
BA, Psychology / Math
Jane Karli's Aviva Investors Experience January 2011 - October 2013
Job Director of Investment Operations
Industry Financial Services
Experience
Athene Asset Management October 2013 - Present
Aviva Investors January 2011 - October 2013
Aviva Investors January 2010 - January 2011
Principal Global Investors 2008 - 2009
Principal Global Investors October 2006 - June 2008
Principal Financial Group 1998 - 2006
Principal Financial Group 1994 - 1997
Principal Financial Group 1988 - 1993
Principal Financial Group 1983 - 1987
Principal Financial Group 1979 - 1982
Skills
Fixed Income, Risk Management, Financial Services, Internal Controls, Management, Process Improvement, Accounting, Securities
Education
Drake University 2008 — 2008
Business Leadership Certificate Program
Iowa State University - College of Business 1975 — 1979
BS, Accounting
Athene Asset Management October 2013 - Present
Aviva Investors January 2011 - October 2013
Aviva Investors January 2010 - January 2011
Principal Global Investors 2008 - 2009
Principal Global Investors October 2006 - June 2008
Principal Financial Group 1998 - 2006
Principal Financial Group 1994 - 1997
Principal Financial Group 1988 - 1993
Principal Financial Group 1983 - 1987
Principal Financial Group 1979 - 1982
Skills
Fixed Income, Risk Management, Financial Services, Internal Controls, Management, Process Improvement, Accounting, Securities
Education
Drake University 2008 — 2008
Business Leadership Certificate Program
Iowa State University - College of Business 1975 — 1979
BS, Accounting
Matthew Michel, CFA's Aviva Investors Experience June 2011 - September 2011
Job Credit Analyst at Athene Asset Management
Industry Investment Management
Experience
Athene Asset Management October 2011 - Present
Aviva Investors June 2011 - September 2011
Aviva Investors December 2007 - June 2011
Aviva Investors May 2007 - August 2007
Aviva Investors May 2006 - January 2007
Skills
Financial Modeling, Bloomberg, Fixed Income, High Yield, Financial Analysis, Investments, Asset Management, Securities, Portfolio Management, Valuation, Investment Management, Credit, Alternative Investments, Capital Markets
Education
Iowa State University 2003 — 2007
BS, Finance
Iowa State University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Athene Asset Management October 2011 - Present
Aviva Investors June 2011 - September 2011
Aviva Investors December 2007 - June 2011
Aviva Investors May 2007 - August 2007
Aviva Investors May 2006 - January 2007
Skills
Financial Modeling, Bloomberg, Fixed Income, High Yield, Financial Analysis, Investments, Asset Management, Securities, Portfolio Management, Valuation, Investment Management, Credit, Alternative Investments, Capital Markets
Education
Iowa State University 2003 — 2007
BS, Finance
Iowa State University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Patty Fazio's Aviva Investors Experience September 2012 - May 2013
Job Quality Assurance Consultant at Sogeti Group
Industry Information Technology and Services
Experience
Sogeti Group May 2013 - Present
Aviva Investors September 2012 - May 2013
Sammon's Financial Group October 2009 - April 2012
Principal Financial Group 2007 - 2009
Principal Financial Group 1990 - 2007
Skills
401k, Quality Assurance, Insurance, Testing, Analysis, Investments, System Testing, Retirement, Regression Testing, Retirement Planning, Financial Services, Fixed Annuities, Integration, Life Insurance, Test Management, Pensions, Asset Allocation, Employee Benefits, Mutual Funds, Relationship Management, Securities
Education
Des Moines Area Community College 2012 — 2012
IT Related Classes-Continuing Education
Grand View University 1979 — 1983
BA, Business Administration
Sogeti Group May 2013 - Present
Aviva Investors September 2012 - May 2013
Sammon's Financial Group October 2009 - April 2012
Principal Financial Group 2007 - 2009
Principal Financial Group 1990 - 2007
Skills
401k, Quality Assurance, Insurance, Testing, Analysis, Investments, System Testing, Retirement, Regression Testing, Retirement Planning, Financial Services, Fixed Annuities, Integration, Life Insurance, Test Management, Pensions, Asset Allocation, Employee Benefits, Mutual Funds, Relationship Management, Securities
Education
Des Moines Area Community College 2012 — 2012
IT Related Classes-Continuing Education
Grand View University 1979 — 1983
BA, Business Administration
Lisa Skahill's Aviva Investors Experience June 2011 - July 2012
Job Business Analyst II at Homesteaders Life Company
Industry Investment Management
Experience
Homesteaders Life Company July 2015 - Present
Homesteaders Life Company July 2012 - July 2015
Aviva Investors June 2011 - July 2012
Principal Global Investors January 2010 - June 2011
Principal Global Investors May 2007 - January 2010
Principal Global Investors January 2006 - May 2007
Skills
Investments, Equities, Asset Managment, Fixed Income, Bloomberg, Microsoft Excel, Business Requirements, Mutual Funds, Hedge Funds, Securities, Asset Management, Bonds, Derivatives, Business Analysis, Alternative Investments, Investment Management, Financial Services, Fund Accounting
Education
Iowa State University 2001 — 2005
Bachelor of Science, Finance
Homesteaders Life Company July 2015 - Present
Homesteaders Life Company July 2012 - July 2015
Aviva Investors June 2011 - July 2012
Principal Global Investors January 2010 - June 2011
Principal Global Investors May 2007 - January 2010
Principal Global Investors January 2006 - May 2007
Skills
Investments, Equities, Asset Managment, Fixed Income, Bloomberg, Microsoft Excel, Business Requirements, Mutual Funds, Hedge Funds, Securities, Asset Management, Bonds, Derivatives, Business Analysis, Alternative Investments, Investment Management, Financial Services, Fund Accounting
Education
Iowa State University 2001 — 2005
Bachelor of Science, Finance
Angel Zhu's Aviva Investors Experience December 2008 - May 2010
Job Insurance and Actuarial Advisory Services at Ernst & Young
Industry Insurance
Experience
Ernst & Young January 2013 - Present
Conning Asset Management September 2011 - January 2013
Nationwide Insurance June 2010 - September 2011
Aviva Investors December 2008 - May 2010
Towers Perrin June 2008 - August 2008
Skills
VBA, ALM, Access, Bloomberg, Asset Allocation, Microsoft Excel, Asset Modeling, BondEdge, Fixed Income, Risk Management, Investments, Financial Modeling, Financial Statement..., Java, Data Mining, Actuarial Science, Valuation, Actuarial Exams, Financial Risk, Actuaries
Education
Drake University 2006 — 2010
B.S B.A
Homewood School and Sixth Form
High School
Parsons School of Design
Certificate
Ernst & Young January 2013 - Present
Conning Asset Management September 2011 - January 2013
Nationwide Insurance June 2010 - September 2011
Aviva Investors December 2008 - May 2010
Towers Perrin June 2008 - August 2008
Skills
VBA, ALM, Access, Bloomberg, Asset Allocation, Microsoft Excel, Asset Modeling, BondEdge, Fixed Income, Risk Management, Investments, Financial Modeling, Financial Statement..., Java, Data Mining, Actuarial Science, Valuation, Actuarial Exams, Financial Risk, Actuaries
Education
Drake University 2006 — 2010
B.S B.A
Homewood School and Sixth Form
High School
Parsons School of Design
Certificate
Dinu Mathai's Aviva Investors Experience May 2011 - March 2012
Job Team Lead Solutions Delivery at Kum & Go
Industry Information Technology and Services
Experience
Kum & Go March 2015 - Present
Wells Fargo November 2013 - March 2015
Athene Annuity & Life Assurance Company April 2012 - November 2013
Aviva Investors May 2011 - March 2012
UST Global December 2005 - May 2011
Skills
PMP, Requirements Analysis, Software Project..., SQL, Microsoft SQL Server, Database Design, Windows, AJAX, .NET, SDLC, HTML, IT Strategy, Project Management, JavaScript, Business Analysis, Communication, SOA, Spring, Agile Methodologies, ASP.NET, Offshore Management, Requirements Gathering, Agile Application..., Scrum, XML, C#, jQuery, Web Services, Silverlight, Software Development, Team Leadership, ASP.NET MVC, Equity Derivatives, VB.NET, Release Management, Solution Architecture, Programming, Software Documentation, SSIS, Testing, PL/SQL, WCF, Agile Project Management, TFS, SSRS, IIS, Tortoise SVN, Web Applications, LINQ
Education
Cochin University of Science and Technology 2001 — 2005
Bachelor of Engineering (BE), Computer Science
Model Engg College,Cochin 2001 — 2005
Bachelor of Engineering (BE), Computer Science
Kum & Go March 2015 - Present
Wells Fargo November 2013 - March 2015
Athene Annuity & Life Assurance Company April 2012 - November 2013
Aviva Investors May 2011 - March 2012
UST Global December 2005 - May 2011
Skills
PMP, Requirements Analysis, Software Project..., SQL, Microsoft SQL Server, Database Design, Windows, AJAX, .NET, SDLC, HTML, IT Strategy, Project Management, JavaScript, Business Analysis, Communication, SOA, Spring, Agile Methodologies, ASP.NET, Offshore Management, Requirements Gathering, Agile Application..., Scrum, XML, C#, jQuery, Web Services, Silverlight, Software Development, Team Leadership, ASP.NET MVC, Equity Derivatives, VB.NET, Release Management, Solution Architecture, Programming, Software Documentation, SSIS, Testing, PL/SQL, WCF, Agile Project Management, TFS, SSRS, IIS, Tortoise SVN, Web Applications, LINQ
Education
Cochin University of Science and Technology 2001 — 2005
Bachelor of Engineering (BE), Computer Science
Model Engg College,Cochin 2001 — 2005
Bachelor of Engineering (BE), Computer Science
Amber Zhou's Aviva Investors Experience January 2010 - June 2010
Job Mutual Fund Accountant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2011 - June 2013
Aviva USA December 2010 - February 2011
Aviva Investors January 2010 - June 2010
Skills
Investments, Bloomberg, Mutual Funds, Asset Management, GAAP, Financial Analysis, Accounts Payable, Management Accounting, Accounting, Financial Reporting
Education
Iowa State University - College of Business
Master of Accounting
Iowa State University - College of Business
BS, Accounting
East China University of Science and Technology
BE, Business Administration and Management, General
Principal Financial Group February 2011 - June 2013
Aviva USA December 2010 - February 2011
Aviva Investors January 2010 - June 2010
Skills
Investments, Bloomberg, Mutual Funds, Asset Management, GAAP, Financial Analysis, Accounts Payable, Management Accounting, Accounting, Financial Reporting
Education
Iowa State University - College of Business
Master of Accounting
Iowa State University - College of Business
BS, Accounting
East China University of Science and Technology
BE, Business Administration and Management, General
Erin Hassing's Aviva Investors Experience September 2010 - May 2011
Job Actuarial Assistant at Principal Financial Group
Industry Accounting
Experience
Principal Financial Group May 2011 - Present
Aviva Investors September 2010 - May 2011
Nationwide Insurance May 2010 - August 2010
Education
Drake University 2008 — 2012
Bachelor of Science (BS), Actuarial Science & Accounting
Principal Financial Group May 2011 - Present
Aviva Investors September 2010 - May 2011
Nationwide Insurance May 2010 - August 2010
Education
Drake University 2008 — 2012
Bachelor of Science (BS), Actuarial Science & Accounting
Don Stickney's Aviva Investors Experience August 2012 - Present
Job Investment Operations Analyst Contractor
Industry Accounting
Experience
Aviva Investors August 2012 - Present
Marsh & McLennan/Kirke-Van Orsdel, Inc. September 1990 - 1994
Skills
Insurance, Leadership, Financial Analysis
Education
Des Moines Area Community College
Aviva Investors August 2012 - Present
Marsh & McLennan/Kirke-Van Orsdel, Inc. September 1990 - 1994
Skills
Insurance, Leadership, Financial Analysis
Education
Des Moines Area Community College
Smruthy Viswanathan's Aviva Investors Experience June 2010 - August 2010
Job Credit Risk @ Russell Investments
Industry Financial Services
Experience
Russell Investments January 2014 - Present
Barclays March 2011 - January 2014
Aviva Investors June 2010 - August 2010
Center for Research and Environmental Decisions March 2010 - June 2010
Fresh Direct September 2009 - April 2010
Columbia University August 2009 - December 2009
Skills
Data Analysis, Matlab, VBA, Analysis, Databases, Derivatives, C++, Fixed Income, Market Risk, SQL, C, Financial Risk, Equities, Risk Management, Financial Modeling
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2010
MS, Engineering Management
College of Engineering Guindy, Chennai 2005 — 2009
BE, Electronics and Communication Engineering
Russell Investments January 2014 - Present
Barclays March 2011 - January 2014
Aviva Investors June 2010 - August 2010
Center for Research and Environmental Decisions March 2010 - June 2010
Fresh Direct September 2009 - April 2010
Columbia University August 2009 - December 2009
Skills
Data Analysis, Matlab, VBA, Analysis, Databases, Derivatives, C++, Fixed Income, Market Risk, SQL, C, Financial Risk, Equities, Risk Management, Financial Modeling
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2010
MS, Engineering Management
College of Engineering Guindy, Chennai 2005 — 2009
BE, Electronics and Communication Engineering
Christine Rademacher's Aviva Investors Experience January 2010 - February 2012
Job Finance and Accounting Professional
Industry Financial Services
Experience
JobsOhio May 2013 - Present
Aviva Investors January 2010 - February 2012
General Motors Asset Management January 2006 - December 2009
GMAC October 2003 - December 2005
GMAC Mortgage August 2002 - September 2003
GMAC March 1999 - June 2001
GMAC March 1998 - February 1999
GMAC March 1997 - February 1998
GMAC July 1996 - February 1997
GMAC January 1995 - June 1996
Education
Hillsdale College 1983 — 1987
Bachelor of Arts (B.A.), Accounting and English
JobsOhio May 2013 - Present
Aviva Investors January 2010 - February 2012
General Motors Asset Management January 2006 - December 2009
GMAC October 2003 - December 2005
GMAC Mortgage August 2002 - September 2003
GMAC March 1999 - June 2001
GMAC March 1998 - February 1999
GMAC March 1997 - February 1998
GMAC July 1996 - February 1997
GMAC January 1995 - June 1996
Education
Hillsdale College 1983 — 1987
Bachelor of Arts (B.A.), Accounting and English
Kate Ketterl, CFA's Aviva Investors Experience June 2006 - March 2013
Job Senior Investment Analyst at Farm Bureau Financial Services
Industry Investment Management
Experience
Farm Bureau Financial Services March 2013 - Present
Aviva Investors June 2006 - March 2013
Aviva Investors June 2004 - June 2006
Skills
Investments, Portfolio Management, Asset Management, Alternative Investments, Investment Management, Fixed Income, Bloomberg, Valuation, Financial Analysis
Education
Doane College 2000 — 2004
BA, Business
Farm Bureau Financial Services March 2013 - Present
Aviva Investors June 2006 - March 2013
Aviva Investors June 2004 - June 2006
Skills
Investments, Portfolio Management, Asset Management, Alternative Investments, Investment Management, Fixed Income, Bloomberg, Valuation, Financial Analysis
Education
Doane College 2000 — 2004
BA, Business
Siew Chen Ow's Aviva Investors Experience March 2008 - July 2010
Job
Industry Insurance
Experience
Reinsurance Group of America, Incorporated June 2015 - Present
Reinsurance Group of America June 2012 - Present
Aviva USA July 2010 - May 2012
Aviva Investors March 2008 - July 2010
Aviva Investors December 2006 - February 2008
Drake University Krause Challenge Fund August 2006 - December 2006
Education
Drake University 2004 — 2007
Bachelor of Science (BS), Actuarial Science/Finance
Reinsurance Group of America, Incorporated June 2015 - Present
Reinsurance Group of America June 2012 - Present
Aviva USA July 2010 - May 2012
Aviva Investors March 2008 - July 2010
Aviva Investors December 2006 - February 2008
Drake University Krause Challenge Fund August 2006 - December 2006
Education
Drake University 2004 — 2007
Bachelor of Science (BS), Actuarial Science/Finance
Ed Casal's Aviva Investors Experience June 2015 - Present
Job Chief Executive Officer, Global Real Estate at Aviva Investors
Industry Investment Management
Experience
Aviva Investors June 2015 - Present
Aviva Investors January 2014 - May 2015
Aviva Investors November 2012 - December 2013
Aviva Investors, previously Morley Fund Management 2008 - November 2012
Madison Harbor Capital 2003 - 2008
UBS Investment Bank 1998 - 2002
Dillon, Read & Co. 1983 - 1998
Goldman Sachs September 1979 - June 1981
Skills
Equities, Private Equity, Investments, Real Estate, Asset Managment
Education
Harvard Business School 1981 — 1983
MBA
Tulane University - A.B. Freeman School of Business 1975 — 1979
BS, Management
Aviva Investors June 2015 - Present
Aviva Investors January 2014 - May 2015
Aviva Investors November 2012 - December 2013
Aviva Investors, previously Morley Fund Management 2008 - November 2012
Madison Harbor Capital 2003 - 2008
UBS Investment Bank 1998 - 2002
Dillon, Read & Co. 1983 - 1998
Goldman Sachs September 1979 - June 1981
Skills
Equities, Private Equity, Investments, Real Estate, Asset Managment
Education
Harvard Business School 1981 — 1983
MBA
Tulane University - A.B. Freeman School of Business 1975 — 1979
BS, Management
Sherry Ding Kneip, CPA's Aviva Investors Experience December 2008 - August 2009
Job Senior Analyst at Goldman Sachs
Industry Real Estate
Experience
Goldman Sachs May 2014 - Present
Deloitte & Touche September 2011 - October 2013
Wells Fargo May 2010 - August 2010
Aviva Investors December 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Accounting, US GAAP, PCAOB standards, Visio, Visual Basic, Finance, Sarbanes-Oxley Act, GAAP, Financial Accounting, Internal Controls, CPA, Auditing, Mergers & Acquisitions, Private Equity, Microsoft Office, Valuation, Credit, Analysis, Management, Risk Management, Investments, Data Analysis, Leadership, SEC Filings, Microsoft Word, Public Speaking, Internal Audit, Business Analysis, Financial Services, PowerPoint, Corporate Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (MBA)
Drake University 2010 — 2011
Master of Accountancy
Drake University 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Goldman Sachs May 2014 - Present
Deloitte & Touche September 2011 - October 2013
Wells Fargo May 2010 - August 2010
Aviva Investors December 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Accounting, US GAAP, PCAOB standards, Visio, Visual Basic, Finance, Sarbanes-Oxley Act, GAAP, Financial Accounting, Internal Controls, CPA, Auditing, Mergers & Acquisitions, Private Equity, Microsoft Office, Valuation, Credit, Analysis, Management, Risk Management, Investments, Data Analysis, Leadership, SEC Filings, Microsoft Word, Public Speaking, Internal Audit, Business Analysis, Financial Services, PowerPoint, Corporate Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (MBA)
Drake University 2010 — 2011
Master of Accountancy
Drake University 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Kyle Ternes's Aviva Investors Experience November 2010 - October 2013
Job Investment Operations Project Manager
Industry Financial Services
Experience
Security Benefit July 2015 - Present
Athene Asset Management October 2013 - May 2015
Aviva Investors November 2010 - October 2013
MARRKT TRADER LLC March 2010 - March 2011
Principal Global Investors July 2003 - March 2010
Skills
Asset Managment, Bloomberg, Equities, Investments, Fixed Income
Education
Benedictine College 1996 — 2001
BS, Accounting
Security Benefit July 2015 - Present
Athene Asset Management October 2013 - May 2015
Aviva Investors November 2010 - October 2013
MARRKT TRADER LLC March 2010 - March 2011
Principal Global Investors July 2003 - March 2010
Skills
Asset Managment, Bloomberg, Equities, Investments, Fixed Income
Education
Benedictine College 1996 — 2001
BS, Accounting
Kenneth Berlin, CFA's Aviva Investors Experience February 2002 - October 2009
Job Senior Research Analyst at Legal & General Investment Management
Industry Investment Management
Experience
Legal & General August 2012 - Present
State Street Global Advisors October 2009 - August 2012
Aviva Investors February 2002 - October 2009
Skills
High Yield, Fixed Income, Credit Analysis, Credit, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
MBA
Union College 1994 — 1997
MS, Engineering
Syracuse University 1988 — 1992
BS, Engineering
Legal & General August 2012 - Present
State Street Global Advisors October 2009 - August 2012
Aviva Investors February 2002 - October 2009
Skills
High Yield, Fixed Income, Credit Analysis, Credit, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
MBA
Union College 1994 — 1997
MS, Engineering
Syracuse University 1988 — 1992
BS, Engineering
Sean Monaghan's Aviva Investors Experience 2006 - April 2012
Job Business Unit General Counsel
Industry Investment Management
Experience
AEGON USA Investment Management April 2012 - Present
Aviva Investors 2006 - April 2012
AmerUs Group 1999 - 2006
Skills
Corporate Law, Corporate Governance, General Corporate...
Education
Emory University School of Law 1996 — 1999
JD, Law
University of South Carolina-Columbia 1993 — 1996
M.A., International Relations
University of Bamberg 1994 — 1995
Graduate Student Exchange Program
University of South Carolina Upstate 1989 — 1993
B.A., Political Science
Georgetown University 1992 — 1992
Institute of Comparative Political and Economic Systems
AEGON USA Investment Management April 2012 - Present
Aviva Investors 2006 - April 2012
AmerUs Group 1999 - 2006
Skills
Corporate Law, Corporate Governance, General Corporate...
Education
Emory University School of Law 1996 — 1999
JD, Law
University of South Carolina-Columbia 1993 — 1996
M.A., International Relations
University of Bamberg 1994 — 1995
Graduate Student Exchange Program
University of South Carolina Upstate 1989 — 1993
B.A., Political Science
Georgetown University 1992 — 1992
Institute of Comparative Political and Economic Systems
Debra Ridgway's Aviva Investors Experience 2011 - 2011
Job Foreclosure Representative, Nationwide Advantage Mortgage
Industry Financial Services
Experience
Nationwide Advantage Mrtg Co May 2015 - Present
Petosa, Petosa & Boecker Law Firm July 2012 - November 2014
Wells Fargo May 2009 - April 2011
Aviva Investors 2011 - 2011
Shahan Walsh Capital Management January 2006 - February 2009
Bob Collier September 1998 - December 2005
Skills
Mortgage Lending, Insurance
Education
Des Moines Area Community College
Nationwide Advantage Mrtg Co May 2015 - Present
Petosa, Petosa & Boecker Law Firm July 2012 - November 2014
Wells Fargo May 2009 - April 2011
Aviva Investors 2011 - 2011
Shahan Walsh Capital Management January 2006 - February 2009
Bob Collier September 1998 - December 2005
Skills
Mortgage Lending, Insurance
Education
Des Moines Area Community College
Pui Ee (Grace) Chin, CFA's Aviva Investors Experience March 2009 - August 2011
Job Risk Management Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 2011 - Present
Aviva Investors March 2009 - August 2011
Aviva Investors January 2008 - December 2008
Skills
ALM, Bloomberg, Investments, Fixed Income, Actuarial Science, Portfolio Management, Derivatives, Asset Managment, Financial Modeling, Investment Management, Risk Management
Education
Drake University 2007 — 2008
Bachelor of Science (BS), Actuarial Science and Finance
Lincoln Financial Group August 2011 - Present
Aviva Investors March 2009 - August 2011
Aviva Investors January 2008 - December 2008
Skills
ALM, Bloomberg, Investments, Fixed Income, Actuarial Science, Portfolio Management, Derivatives, Asset Managment, Financial Modeling, Investment Management, Risk Management
Education
Drake University 2007 — 2008
Bachelor of Science (BS), Actuarial Science and Finance
Joe Stuetelberg's Aviva Investors Experience March 2011 - March 2012
Job Analytics Consultant, Wells Fargo
Industry Financial Services
Experience
Mid Iowa Working Dogs January 2015 - Present
Wells Fargo Home Mortgage March 2012 - Present
Signature Aquarium Service and Design LLC January 2012 - Present
Greater Iowa Reef Society January 2011 - December 2013
Aviva Investors March 2011 - March 2012
Skills
Mortgage Lending, Banking, Business Analysis, Financial Services, Analytics, Credit, Loans, SAS, Risk Management, Portfolio Management, Financial Analysis, Financial Modeling, C#, SQL, C++, Matlab, Visual Studio Team..., Data Warehousing, Data Analysis, Java, ASP.NET MVC, Visual Basic, JavaScript, Mathematical Modeling, Applied Mathematics, Applied Physics, VBA, Management
Education
Grand View College 2005 — 2009
Bachelor or Arts, Applied Mathematics, Computer Science, Physics
Mid Iowa Working Dogs January 2015 - Present
Wells Fargo Home Mortgage March 2012 - Present
Signature Aquarium Service and Design LLC January 2012 - Present
Greater Iowa Reef Society January 2011 - December 2013
Aviva Investors March 2011 - March 2012
Skills
Mortgage Lending, Banking, Business Analysis, Financial Services, Analytics, Credit, Loans, SAS, Risk Management, Portfolio Management, Financial Analysis, Financial Modeling, C#, SQL, C++, Matlab, Visual Studio Team..., Data Warehousing, Data Analysis, Java, ASP.NET MVC, Visual Basic, JavaScript, Mathematical Modeling, Applied Mathematics, Applied Physics, VBA, Management
Education
Grand View College 2005 — 2009
Bachelor or Arts, Applied Mathematics, Computer Science, Physics
Kevin O'Donoghue's Aviva Investors Experience April 2008 - Present
Job Senior Securities Analyst at Aviva Investors
Industry Investment Management
Experience
Aviva Investors April 2008 - Present
Banc of America Securities June 2005 - January 2008
Lehman Brothers February 2004 - June 2005
Shadwell Capital January 2000 - December 2003
Skills
Fixed Income, Equity Research, Financial Modeling, Investment Management, Securities, Financial Analysis, Investments, Asset Management, Valuation, Capital Markets, Bloomberg, Equities
Education
Fordham University 2000 — 2004
Master of Business Administration (M.B.A.), Finance
University of Notre Dame 1987 — 1991
Bachelor of Arts (B.A.), English
Aviva Investors April 2008 - Present
Banc of America Securities June 2005 - January 2008
Lehman Brothers February 2004 - June 2005
Shadwell Capital January 2000 - December 2003
Skills
Fixed Income, Equity Research, Financial Modeling, Investment Management, Securities, Financial Analysis, Investments, Asset Management, Valuation, Capital Markets, Bloomberg, Equities
Education
Fordham University 2000 — 2004
Master of Business Administration (M.B.A.), Finance
University of Notre Dame 1987 — 1991
Bachelor of Arts (B.A.), English
Scott Schimpf's Aviva Investors Experience September 2014 - Present
Job Investment Research Analyst
Industry Financial Services
Experience
Aviva Investors September 2014 - Present
OFS Management November 2013 - September 2014
Barclays Capital 2008 - 2012
Lehman Brothers September 2003 - September 2008
J.P. Morgan May 2000 - July 2002
Gerard, Klauer, Mattison & Co. October 1999 - May 2000
Credit Lyonnais June 1997 - October 1999
Peace Corps August 1991 - May 1995
Skills
Healthcare, Financial Analysis, Fixed Income Analysis, High Yield Bonds, Capital Markets Analysis, Leveraged Finance, Financial Modeling, Equity Research, Bloomberg, Credit Analysis, Loans
Education
NYU Stern School of Business 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Indiana University Bloomington 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Aviva Investors September 2014 - Present
OFS Management November 2013 - September 2014
Barclays Capital 2008 - 2012
Lehman Brothers September 2003 - September 2008
J.P. Morgan May 2000 - July 2002
Gerard, Klauer, Mattison & Co. October 1999 - May 2000
Credit Lyonnais June 1997 - October 1999
Peace Corps August 1991 - May 1995
Skills
Healthcare, Financial Analysis, Fixed Income Analysis, High Yield Bonds, Capital Markets Analysis, Leveraged Finance, Financial Modeling, Equity Research, Bloomberg, Credit Analysis, Loans
Education
NYU Stern School of Business 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Indiana University Bloomington 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Brent Aronsen's Aviva Investors Experience January 2013 - January 2014
Job Programmer at EMC Insurance Companies
Industry Information Technology and Services
Experience
EMC Insurance Companies January 2014 - Present
Aviva Investors January 2013 - January 2014
Aviva Investors December 2011 - January 2013
Aviva Investors August 2011 - December 2011
Aviva Investors January 2011 - August 2011
Skills
Microsoft Excel, VBA, Fund Accounting, Corporate Actions, Pricing, BlackRock Aladdin, PAM for Securities, Cadis, Data Management, Bloomberg Terminal
Education
Iowa State University 2008 — 2011
Bachelor of Science, Mathematics and Economics, 3.95
EMC Insurance Companies January 2014 - Present
Aviva Investors January 2013 - January 2014
Aviva Investors December 2011 - January 2013
Aviva Investors August 2011 - December 2011
Aviva Investors January 2011 - August 2011
Skills
Microsoft Excel, VBA, Fund Accounting, Corporate Actions, Pricing, BlackRock Aladdin, PAM for Securities, Cadis, Data Management, Bloomberg Terminal
Education
Iowa State University 2008 — 2011
Bachelor of Science, Mathematics and Economics, 3.95
Chris Crook's Aviva Investors Experience 2013 - Present
Job Investment Operations Analyst at Aviva Investors
Industry Financial Services
Experience
Aviva Investors 2013 - Present
Guggenheim Partners 2010 - 2013
Bank of America 2006 - 2010
Skills
Bloomberg, Hedge Funds, Financial Analysis, Financial Modeling, Capital Markets, Valuation, Fixed Income, Equities, Investment Banking, Derivatives, BlackRock Aladdin, Securities, Alternative Investments, Asset Management
Education
Indiana University Bloomington 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
April 2015 CIPM Expert Level Candidate
September 2015 CAIA Level II Candidate
Aviva Investors 2013 - Present
Guggenheim Partners 2010 - 2013
Bank of America 2006 - 2010
Skills
Bloomberg, Hedge Funds, Financial Analysis, Financial Modeling, Capital Markets, Valuation, Fixed Income, Equities, Investment Banking, Derivatives, BlackRock Aladdin, Securities, Alternative Investments, Asset Management
Education
Indiana University Bloomington 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
April 2015 CIPM Expert Level Candidate
September 2015 CAIA Level II Candidate
David Clott's Aviva Investors Experience September 1999 - September 2014
Job Senior Portfolio Manager at Westwood Holdings Group, Inc.
Industry Investment Management
Experience
Westwood Holdings Group, Inc. October 2014 - Present
Aviva Investors September 1999 - September 2014
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Asset Management, Investments, Capital Markets, Derivatives, Investment Banking
Education
Bryant University
Westwood Holdings Group, Inc. October 2014 - Present
Aviva Investors September 1999 - September 2014
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Asset Management, Investments, Capital Markets, Derivatives, Investment Banking
Education
Bryant University
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY