Brandywine Global Investment Management
Industry: Company
DescriptionFounded: 1986 Subsidiary: Brandywine Global Investment Management (Asia) Pte. Ltd Parent organization: Legg MasonFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportBrandywine Global InvestmentWebsiteDirections Saved (0) Saved Save Financial planner in San Francisco, California Located in: Alexander BuildingAddress: 155 Montgomery St # 611, San Francisco, CA 94104 Phone: (415) 773-0275: Hours: : Category: : : Place name: Website: : : Website: https://brandywineglobal.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Brandywine Global Investment Posting publicly on the Web Write a review Reviews Be the first to review
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Brandywine Global Investment Management Employees
Poplar Forest Capital June 2011 - Present
Trust Company of the West June 2000 - January 2008
Brandywine Global Investment Management June 1999 - June 2000
Skills
Valuation, Financial Modeling, Investments, Equities, Capital Markets, Asset Management, Strategic Planning, Hedge Funds, Financial Analysis, Mutual Funds, Equity Research, Venture Capital, Portfolio Management, Due Diligence
Education
Claremont McKenna College 1995 — 1999
Bachelor of Arts (B.A.), Cum Laude, Economics
The Gilman School 1992 — 1995
High School
Brandywine Global Investment Management 2013 - Present
Franklin Mint Federal Credit Union March 2010 - March 2013
Franklin Mint Federal Credit Union March 2008 - March 2010
Franklin Mint Federal Credit Union April 2006 - March 2008
Skills
Account Reconciliation, Accounting, Accounts Payable, Auditing, Cash Flow, Due Diligence, General Ledger, Loans, Payments, Project Management, Banking, Leadership, Risk Management
Education
Saint Joseph's University 2010 — 2011
MBA, Finance
Strayer University 2008 — 2009
Bachelors, Accounting
Delaware County Community College 2006 — 2008
Associate's degree, Accounting
Brandywine Global Investment Management February 2014 - Present
Brandywine Global Investment Management August 2013 - January 2014
Edelstein & Company LLP October 2012 - August 2013
Romney for President September 2012 - November 2012
Community Health Systems February 2012 - September 2012
Adworks Corp. June 2011 - August 2011
Skills
Microsoft Excel, Outlook, Social Media, Advertising, Copywriting, Microsoft Office, Research, Nonprofits, Microsoft Word, PowerPoint, Event Planning, Event Management
Education
University of Miami 2007 — 2011
Bachelor of Science (BS), Advertising and Sociology
IES Barcelona 2010 — 2010
Cheltenham High School
Aspire Business Consulting, Inc. April 2014 - Present
Long term contract with Booz Allen Hamilton December 2011 - November 2013
LA Weight Loss May 2008 - August 2008
Brandywine Global Investment Management August 2006 - April 2008
American Eagle Outfitters February 2000 - July 2006
Please Touch Museum May 2004 - August 2004
Skills
Microsoft Excel, Microsoft Word, microsoft sharepoint, microsoft project, Manage Client..., Organizing Meetings, Administrative Suppot, Training and Development, Microsoft Outlook, Executive Support, Team Management, Outlook, Administrative..., Management, Microsoft Office, Training, Program Management, SharePoint, Interviews, Payroll, Sales Management, Sales, Hiring, New Hire Orientations, Customer Service, Inventory Management, Calendars, Spreadsheets, Office Management, Human Resources, Onboarding, Process Improvement, Leadership, Project Management, Data Entry, Data Analysis, Analysis, Team Leadership, Team Building, Budgets, Event Planning, Change Management, Contract Management, PowerPoint, Project Planning, Administrative...
Education
Penn State University 1999 — 2013
Bachelor of Arts (B.A.), Labor Employee Relations
Girard College 1993 — 1999
High School Diploma, Required courses
Brandywine Global Investment Management April 2015 - Present
Brandywine Global Investment Management August 2013 - April 2015
UBS Investment Bank January 2007 - April 2013
Henderson Global Investors October 2005 - November 2006
PricewaterhouseCoopers March 1998 - September 2005
Skills
Strategic Planning, Business Strategy, Global Strategy, Financial Analysis, Relationship Management, Prospecting New Clients, Customer Segmentation..., Team Management, Equities, Financial Modeling, Prime Brokerage, Hedge Funds, Product Development, Project Management, Fixed Income, Emerging Markets, Trading, Management
Education
The Institute of Chartered Accountants (Australia) 2002 — 2004
Completed CA Program / Graduate Diploma
Securities and Investment Institute 2007 — 2007
SII Level 3 Certificate in Investments (Securities)
RMIT 1998 — 2002
Bachelor of Business (Accounting), Graduated with Distinction
Melbourne Grammar School 1992 — 1997
Brandywine Global Investment Management June 2014 - August 2014
Harvest Financial Partners May 2013 - June 2013
Temple University Hospital June 2012 - August 2012
University of Pennsylvania Hospital - Perelman Center for Advanced Medicine June 2011 - August 2011
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Bachelor's Degree, Business Administration and Management, General
University of California, Berkeley 2013 — 2017
Bachelor's Degree, Statistics
The London School of Economics and Political Science (LSE) 2015 — 2015
Alternative Investments, Fixed Income Debt Markets Macro Economy
AJO June 2013 - Present
Brandywine Global Investment Management January 2008 - February 2012
Vanguard March 2006 - January 2008
Skills
Corporate Actions, Mutual Funds, Financial Analysis, Equities, Asset Management, Fixed Income
Education
Drexel University - College of Business and Administration 2006 — 2008
Master of Business Administration (MBA), Investment Management
Goldman Sachs September 2015 - Present
Elanus Capital Management, LLC February 2015 - September 2015
Brandywine Global Investment Management June 2014 - August 2014
ZS Associates January 2013 - April 2013
Bank of China, International July 2012 - August 2012
Skills
Quantitative Analytics, Microsoft Office, Derivatives, Matlab, Financial Modeling, Statistics, Time Series Analysis, Economics, Corporate Finance, Asset Management, Leadership, Management, Fixed Income Analysis, Risk Management, Valuation, Data Analysis
Education
New York University 2013 — 2014
Master's degree, Mathematics in Finance
National University of Singapore 2012 — 2013
Exchange student, Statistics and Finance
Wuhan University 2009 — 2013
B.S. in Mathematical Finance & B.A. in Economics, Mathematical Finance, GPA: 3.85/4.0 (10/120)
Brandywine Global Investment Management March 2007 - Present
Legg Mason October 1998 - March 2007
Weinberg & Green September 1993 - October 1998
Skills
Investment Advisers Act, Investment Company Act, Securities Regulation, Hedge Funds, Mutual Funds, Asset Managment, Investment Advisory, Fixed Income, Equities, Derivatives
Education
University of Baltimore School of Law 1990 — 1993
Doctor of Law (J.D.), magna cum laude
Cornell University 1986 — 1990
Bachelor's degree, Labor and Industrial Relations
Calvert Hall
Brandywine Global Investment Management April 2015 - Present
LiquidHub January 2013 - April 2015
JSync 1999 - January 2013
QVC 2000 - 2001
Oracle January 1997 - January 1999
XRT (Currently SunGard Financial Systems) January 1996 - January 1997
FNX Limited (Currently SunGard Financial Systems) January 1996 - December 1996
Garvin GuyButler January 1994 - January 1995
CoreStates Bank January 1990 - January 1994
Skills
Project Management, Certified Scrum Master..., Agile & Waterfall..., Project Delivery, Project Planning, IT Strategy, Full project lifecycle..., Software Documentation, Project Status Reporting, Consulting, Software Project..., Health Care Systems, Software Implementation, Vendor Relationship..., Business Analysis, Trading Systems, Supply Chain Management, Straight Through..., Enterprise Systems..., Global Cash Management, Report Writing, Software Development, Software Design, Software Installation, Decision Analysis, Data Integration, Financial Modeling, SDLC, Integration, Management, Requirements Analysis, Requirements Gathering, SharePoint, Oracle, Business Requirements, Vendor Management
Education
Bryn Mawr College 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Economics
SEI March 2012 - Present
New Castle County Pension Board April 2003 - Present
Turner Investments August 2003 - April 2011
Brandywine Global Investment Management May 1998 - August 2003
Hercules Incorporated 1988 - 1998
PricewaterhouseCoopers 1983 - 1988
Skills
Relationship Management, Institutional..., New Business Development, Alternative Investments, Hedge Funds, Asset Managment, Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Fixed Income, Equities, Investment Strategies, Series 63, Fund Of Funds, Investment Advisory, Securities, Superior Client Service, Institutional..., Wealth Management, Capital Markets, Investment Management
Education
Villanova University 1988 — 1990
MBA, Finance
Drexel University 1978 — 1983
B.S., Business Administration
Colors In Optics Ltd March 2015 - Present
Bridgewater Advisors Inc. April 2012 - March 2015
JPMorgan Chase January 2011 - April 2012
Brandywine Global Investment Management June 2010 - December 2010
Lincoln Financial Advisors January 2010 - May 2010
Skills
Fixed Income, Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Financial Services, Trading, Investment Management, Investment Advisory, Banking, Alternative Investments, Financial Advisory
Education
Temple University - Fox School of Business and Management 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
PNC September 2014 - Present
Public Financial Management June 2011 - August 2014
CSR Pharma Services August 2010 - July 2011
Brandywine Global Investment Management December 2003 - May 2010
Prudential Financial 1997 - 2003
Education
Rutgers University
BA, Physics
Rutgers University-New Brunswick
MS, Physics
Temple University February 2015 - Present
Temple University March 2014 - February 2015
Brandywine Global Investment Management October 2013 - March 2014
Teach For America June 2013 - September 2013
JPMorgan Chase June 2011 - June 2013
Exelon Trading Center March 2009 - June 2011
Push America May 2009 - August 2009
Skills
Financial Analysis, Finance, Microsoft Office, Bloomberg, Bloomberg Terminal, Microsoft Excel, Marketing, Portfolio Management, Project Management, Budget Development, Customer Service, Public Speaking, Accounting, Project Planning, Forecasting
Education
Temple University - Fox School of Business and Management 2015 — 2018
Master of Business Administration (MBA), Strategic Management
University of Delaware - Lerner College of Business and Economics 2007 — 2011
B.S., Major: Finance. Minors: Economics, Internationl Business
Brandywine Global Investment Management January 2014 - Present
Legg Mason September 2010 - January 2014
Legg Mason September 2008 - August 2010
Thomson Reuters Corporation July 2006 - September 2008
ICAP May 2005 - August 2005
Garban ICAP (Brokertec) May 2005 - August 2005
Skills
Salesforce.com, Financial Modeling, Management, Bloomberg, Analysis, Program Management
Education
University of Pennsylvania 2002 — 2006
BA, Politics, Philosophy & Econmics
Carteret High School 1998 — 2002
Brandywine Global Investment Management May 2014 - August 2014
Deloitte Consulting July 2010 - July 2013
Beers + Cutler May 2009 - July 2009
US Lacrosse 2008 - 2009
Skills
Management Consulting, Financial Analysis, Strategy, Project Management, Finance, Data Analysis, Program Management, Business Analysis, Business Process..., Business Transformation, Process Improvement, Financial Modeling, Business Strategy
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Finance and Strategic Management
University of Maryland College Park 2007 — 2010
Bachelor of Science (B.S.) and Bachelor of Arts (B.A.), Accounting, Finance, Economics
The College of William and Mary 2006 — 2007
N/A
McDonogh School 2001 — 2006
Macy's June 2013 - Present
Brandywine Global Investment Management December 2012 - January 2013
Brandywine Global Investment Management June 2012 - August 2012
Skills
Makeup Artistry, Sales, Microsoft Office
Education
Delaware Technical and Community College-Stanton-Wilmington 2012 — 2015
Associate's degree, Accounting
Mount Pleasant High School 2007 — 2011
High School Diploma
Nationwide Financial September 2010 - Present
Turner Investments, L.P. April 2006 - August 2010
Brandywine Global Investment Management June 2003 - March 2006
Delaware Investments June 1997 - June 2003
Education
La Salle University 2002 — 2006
Master of Business Administration (MBA), Finance, General
Western Michigan University 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
Brandywine Global July 2014 - Present
Brandywine Global Investment Management June 2013 - August 2013
Education
Bryn Mawr College 2010 — 2014
Mathematics
Friess Associates August 2014 - Present
JPMorgan Chase June 2013 - August 2014
Friess Associates October 2007 - June 2013
Brandywine Global Investment Management May 1997 - October 2007
Brandywine Global Investment Management May 1996 - May 1997
Skills
VBA, Access, SQL, SQL Server, Microsoft SQL Server, SSIS, SSRS, Trading Systems, Data Warehousing, Portfolio Management, DTS, Bloomberg, Investments, Equities, Equity Trading, Fixed Income, Securities, Asset Management, Charles River IMS, Oracle, Unix
Education
University of Delaware 2000 — 2004
MBA, Information Technology
University of Delaware 1993 — 1997
Bachelor of Science, Accounting
Kyhos Analytics January 2001 - Present
Brandywine Global Investment Management 2012 - 2014
AC Lordi-Consulting 2011 - 2012
Experis (FKA Jefferson Wells) 2004 - 2009
Education Commission of the States January 2002 - December 2003
Geological Society of America 1997 - 2000
Skills
SOC Reporting and..., Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Finance, Auditing, Accounting, Internal Controls, Banking, Financial Analysis, Strategic Financial..., Due Diligence, Regulatory Compliance, Consulting Services, Operational Risk..., Compliance, Insurance, SOX, Corporate Finance, Business Process..., US GAAP, Mergers & Acquisitions, Non-profits, Cash Management, Excel, GAAP, Financial Management, Cash Flow, Management Consulting, Technical Accounting, Financial Services, Enterprise Risk..., Management, Risk Management, Analysis, Financial Accounting, Leadership, Financial Audits, Investment Management, Managerial Finance, Sarbanes-Oxley, Financial Planning, Consulting, Process Improvement
Education
Boston University - School of Management 1980 — 1984
MBA, Finance
Ithaca College
BS, Accounting
Brandywine Global Investment Management January 2015 - Present
Prudential Financial July 2010 - June 2014
Pershing LLC, Bank of New York Mellon March 2009 - July 2010
JPMorgan 2005 - January 2009
SEI Investments 2000 - 2005
First USA / Bank One 1998 - 2000
Merrill Lynch 1996 - 1998
Prudential Insurance Company 1995 - 1996
Merrill Lynch 1986 - 1995
Skills
Search Engine Technology, Social Media Marketing, Business Process..., Business Process..., Vendor Management, Program Management, Strategy, Financial Services, CRM, Risk Management, New Business Development, SDLC, Executive Management, Management, Leadership, Outsourcing, PMO, Disaster Recovery, Business Analysis, Business Intelligence, Process Improvement, Project Management, Team Building, IT Strategy, Business Process..., Relationship Management, Product Management, Business Development, Strategic Partnerships, Business Planning, Team Management, Project Planning, Finance, Budgets, Marketing, Innovation, FINRA Series 99 License, Compliance
Education
New Jersey Institute of Technology 1992 — 1996
MS - Computer Science, Computer Science
East Stroudsburg University of Pennsylvania 1982 — 1986
BA, Economics
Council Rock High School 1976 — 1980
High School Diploma
Brandywine Global Investment Management May 2014 - Present
Bridgewater Associates October 2012 - May 2014
Bridgewater Associates September 2009 - October 2012
Wyeth January 2008 - September 2009
Wyeth January 2006 - January 2008
Wyeth September 1999 - January 2006
Alliance Consulting September 1998 - September 1999
Capital Consulting Group February 1998 - September 1998
ZanyBrainy November 1992 - February 1998
Skills
Enterprise Architecture, Disaster Recovery, ITIL, IT Strategy, Program Development, Data Center, Virtualization, Infrastructure, Vendor Management, IT Management, Active Directory, Cloud Computing, Databases, Enterprise Software, HP, Hardware, High Availability, IT Operations, IT Service Management, Integration, Management, Microsoft Exchange, Microsoft SQL Server, NetApp, Networking, Object Oriented Design, Outsourcing, PMP, Project Portfolio..., SDLC, Security, Servers, SharePoint, Software Documentation, Storage, Storage Area Networks, System Deployment, VMware, VMware ESX, Virtual Desktop..., Windows Server, Business Continuity, Windows, SAN, Solution Architecture, Citrix, Computer Security
Education
University of Pennsylvania 1988 — 1993
B.S.E.
Lower Merion High School 1984 — 1988
High School Diploma
Cardone Industries May 2015 - Present
Arett Sales June 2014 - January 2015
Simplex Solutions September 2013 - June 2014
Brandywine Global Investment Management May 2010 - August 2010
Skills
Microsoft Access, Microsoft Excel, Adobe Creative Suite, Graphic Design, Web Design, Microsoft Office, AutoCAD, Windows, Mac OS, Photography, Photoshop, Social Networking
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2014
Bachelor's Degree, Marketing, 3.2 GPA
Brandywine Global Investment Management May 2014 - Present
Hughes Network Systems September 2006 - May 2014
Hughes Network Systems September 2009 - August 2010
Hughes Network Systems September 2006 - September 2009
Lockheed Martin June 2006 - September 2006
University at Buffalo September 2005 - May 2006
University at Buffalo September 2003 - May 2006
Skills
New Business Development, Budgets, Revenue Analysis, Cash Flow, Analysis, Sales Operations, Forecasting, Training, Sales, Sales Management, Financial Analysis, Management, Marketing Strategy, Financial Modeling, Corporate Finance, Account Management, Strategic Planning, Marketing, Team Building, Project Planning, Finance, Leadership, Budget Management, Revenue Management, Cash Flow Management, Sales Support, SAP, Essbase, Communication Skills, Project Management, Variance Analysis, Telecommunications
Education
Temple University 2015 — 2018
Master of Business Administration (M.B.A.)
University at Buffalo 2002 — 2006
BS in Business Administration, Finance & Marketing
The INS Companies September 2014 - Present
Brandywine Global Investment Management January 2000 - April 2014
Comhar Inc 1987 - 1999
Skills
Asset Managment, Business Continuity, Active Directory, Risk Management, Governance, Project Management, Sarbanes-Oxley Act, Data Security, Data Center, SSAE16, Vendor Management, Requirements Analysis, Databases, Asset Management, Infrastructure, Networking, Network Security, IT Strategy, Enterprise Architecture, Information Security..., Information Technology, VMware, SDLC, Integration, Unix, SSAE 16
Education
La Salle University
Bachelor of Arts, Mathematics
Brandywine Global Investment Management October 2014 - Present
Brandywine Global Investment Management May 2006 - Present
Keller and Heckman LLP July 2003 - April 2006
Institute for Health Policy Analysis December 2000 - July 2003
Skills
Microsoft Office, PeopleSoft, Revport Billing and AR..., Journal Entries, Accruals, Reconciliations, Accounts Payable, Accounts Receivable, Billing, Cash Receipts, Monthly Close, Software Conversion, Development Of Policies, Expenses, Payroll, Auditing, Account Reconciliation, Invoicing, General Ledger, Sarbanes-Oxley Act, Finance, Fixed Assets, Financial Reporting, Ledger, Financial Statements, Accounting, Budgets, Internal Controls, Software, Policy
Education
Villanova University 2014 — 2015
Master Certificate in Applied Project Management
University of Pennsylvania - The Wharton School 2009 — 2011
Certificate, Accounting and Finance
Marquette University 1997 — 2000
B.A., International Relations, Economics
Brandywine Global Investment Management September 2015 - Present
Janney Montgomery Scott LLC February 2014 - August 2015
Merrill Lynch June 2013 - February 2014
LPL Financial April 2012 - October 2012
Northwestern Mutual December 2011 - March 2012
Georgia Institute of Technology August 2007 - December 2011
US Navy August 2007 - October 2011
Skills
Investments, Financial Analysis, Time Management, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Microsoft Word, Access, Process Improvement, Public Speaking, Strategic Planning, Project Management, Team Leadership, Analysis, Customer Service, Project Planning, Six Sigma, Program Management, Charismatic Leadership, Risk Management, Finance, Operations Management, Budgets, Management, Team Building, Financial Modeling, Training
Education
Georgia Institute of Technology 2008 — 2011
BSBA, Business Finance
Wake Forest University 2008 — 2008
ECON
Brandywine Global Investment Management March 2014 - Present
University of South Carolina School of Law May 2013 - May 2014
EPIK (English Program in Korea) April 2010 - April 2011
United States Army Reserve August 2003 - August 2009
The Real Uganda February 2009 - May 2009
The White House September 2008 - January 2009
Education
University of South Carolina School of Law 2011 — 2014
Doctor of Law (J.D.)
American Public University System 2009 — 2010
Masters, Business Admin
Rider University 2004 — 2008
B.A., Economics
Brandywine Global Investment Management 2013 - Present
RBC Capital Markets 2011 - 2013
Guardian Life Insurance 2009 - 2011
Goldman Sachs 1998 - 2009
Deutsche Bank Securities 1994 - 1998
Lehman Brothers 1986 - 1994
Skills
Financial Risk, Equities, Fixed Income, Portfolio Management, Options, Capital Markets, Financial Services, Risk Management, Change Management, Business Analysis, Strategy, IT Strategy, Trading Systems, Trading, Asset Management, Strategic Planning, Outsourcing, Securities, Leadership, Finance, Asset Managment, Vendor Relationships, CRM, Private Equity, Mutual Funds, Hedge Funds, PMO, Executive Management, Derivatives, Business Strategy, Middle Office, Project Portfolio...
Education
Columbia University in the City of New York
BA, Economics
Brandywine Global Investment Management September 2015 - Present
Microsoft June 2015 - September 2015
Brandywine Global Investment Management May 2014 - June 2015
Susquehanna International Group, LLP (SIG) September 2013 - March 2014
Drexel University's College of Information Science and Technology September 2012 - June 2013
Skills
Computer Science, Java, C++, Software Development, C#, Python, Visual Studio, Programming, HTML, Software Engineering, Unix, .NET, Windows, WPF, Linux, Testing, Databases, ASP.NET, Shell Scripting, MySQL, Communication, Object Oriented Design, Spanish-speaking, Wiki Development, XAML, Software Design, WPF Development, WCF, Eclipse, Perl, autosys, VB.NET, Access, Toad, SQL Server Management..., Microsoft SQL Server, IOT
Education
Drexel University 2012 — 2017
Bachelor's Degree, Computer Science
Self-Employed Charter School Consultant January 2014 - Present
Gateway Lab School July 2013 - Present
Project Crossroad October 2014 - June 2015
Gateway Lab School June 2006 - June 2013
Integrity Technology Solutions, Inc. May 2002 - January 2011
Brandywine Global Investment Management 1998 - 2007
PNC Bank 1992 - 1994
PNC Bank 1987 - 1992
Skills
Project Management, Customer Service, Strategic Planning, Microsoft Office, Leadership, Staff Development, Microsoft Excel, Process Improvement, Budgets, Social Networking, Coaching, Public Speaking, Nonprofits, Team Building, Entrepreneurship, Training, Program Management, Leadership Development, Data Analysis, Management Consulting
Education
Hampton University 1983 — 1987
B.A., Mass Media Arts, minor in Business
Brandywine Global Investment Management January 2014 - Present
Brandywine Global Investment Management April 2011 - December 2014
Mondrian Investment Partners January 2006 - April 2011
JP Morgan Chase June 2004 - August 2005
Skills
Arabic
Education
King's College London 2009 — 2010
MSc, Public Policy & Management
Temple University - Fox School of Business and Management 2001 — 2006
BBA, International Business/ Finance
Temple University Rome 2004 — 2004
International Economics/Finance
Neshaminy High School 1998 — 2001
Meradia Group October 2014 - Present
Brandywine Global Investment Management May 2007 - April 2014
Legg Mason February 2000 - May 2007
Skills
ITIL v3 Foundations..., Project Management, IT Management, Leadership, Asset Managment, Management, Business Continuity, Negotiation, Databases, Unix, SQL, Perl, Disaster Recovery, .Net, Sybase, Oracle, Microsoft SQL Server, PMP Certified, Asset Management, MS Office 365, MS Access 2013 Web Apps, MS Office Automation..., Business Analysis, SDLC
Education
Loyola College in Maryland
Master of Science (MS), Computer Science
Loyola College in Maryland
Bachelor of Science (BS), Computer Science
Brandywine Global Investment Management September 2015 - Present
University of Pennsylvania August 2015 - Present
The Vanguard Group July 2013 - September 2015
Vanguard March 2013 - June 2013
Vanguard December 2012 - March 2013
Vanguard August 2012 - November 2012
Valparaiso University March 2012 - May 2012
Valparaiso University School of Law August 2011 - May 2012
Valparaiso University September 2010 - May 2012
Valparaiso University May 2011 - August 2011
Skills
Tax, Legal Writing, Legal Research, Leadership, Business Planning, Sales, Contract Management, Nonprofits, Public Speaking, Fundraising, Event Planning, Project Management, Team Building, Strategy, Management, Research
Education
Valparaiso University School of Law 2009 — 2012
Juris Doctor
Tennessee State University 2004 — 2008
Bachelor of Business Administration
Valparaiso University School of Business
Master of Business Administration
Wells Fargo Insurance Services October 2012 - Present
McKee Risk Management, Inc. April 2011 - September 2012
CNA Insurance June 2007 - April 2011
Brandywine Global Investment Management October 2006 - May 2007
Northwestern Mutual Financial Network June 2006 - October 2006
Skills
Commercial Insurance, Property & Casualty..., Consultative Selling, Enterprise Risk..., Risk Analysis, Risk Assessment, Product Development, Relationship Development, Youth Mentoring, General Liability, Workers Compensation, Rate Negotiation, Pricing Negotiation, Mergers, Integrating Acquisitions, Inter-personal, Legal Liability, Reverse due diligence, Due Diligence, Mergers & Acquisitions, Financial Risk, Pricing Strategy, Casualty, Brokers, Insurance, Selling, Professional Liability, Negotiation, Liability
Education
Temple University - Fox School of Business and Management 2003 — 2007
BBA, Finance
Monsignor Bonner High School 1999 — 2003
High School Diploma
Brandywine Global Investment Management October 2014 - Present
GENEX Services, Inc. April 2010 - May 2014
Corporate Interiors, Inc. May 2014 - 2014
BCS Consulting Firm May 2009 - April 2010
Skills
Employee Benefits, Outlook, Benefits Administration, Human Resources, Recruiting, Microsoft Excel, Microsoft Office, HR Policies, PowerPoint, ADP Payforce, Performance Management, Microsoft Word, Sage Abra HRMS, Form 5500 preparation, Leave of Absence..., FMLA, Section 125 Plans, Affordable Care Act, Database Queries, Reporting & Analysis, 401k, 401k Rollovers, Onboarding, New Hire Orientations, Compensation & Benefits, Employee Wellness..., Disability Benefits, Workers Compensation
Education
Saint Joseph's University 2012 — 2015
Master's degree, Business Intelligence, 3.97
High Point University 2005 — 2009
Bachelor, Marketing
Brandywine Global Investment Management April 2012 - Present
Comcast August 2010 - April 2012
Comcast September 2009 - July 2010
Numeric, LLC. 2008 - 2009
RTTemps/RNTemps August 2007 - September 2008
Visiting Angels February 2007 - August 2007
Express Personnel Services August 2006 - October 2006
Action National Sign and Lighting 2004 - 2005
Skills
Recruiting, HRIS, Human Resources, Interviews, Applicant Tracking..., Management, Temporary Placement, Screening, Business Development, Account Management, Project Management, SAP, Auditing, PeopleSoft, Data Analysis, Internet Recruiting, Outlook, Analysis, Microsoft Excel
Education
Eastern University 2000 — 2004
B.A., English Literature and Writing
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company September 2014 - January 2015
CBRE Clarion Securities, LLC March 2011 - September 2014
Aberdeen Fund Distributors, LLC / Aberdeen Asset Management, Inc. June 2010 - March 2011
Brandywine Global Investment Management May 2008 - May 2010
Brandywine Global Investment Management LLC June 2007 - April 2008
ING DIRECT Securities, Inc. 2002 - 2007
ING DIRECT Securities, Inc. 2001 - 2002
ING DIRECT 2000 - 2001
Skills
Securities Regulation, Compliance, Series 24, Series 7, Series 63, Investment Advisory, AML, Code of Ethics, Broker-Dealer, FINRA, Prospectus, Closed-end Funds, Mutual Funds, Hedge Funds, Marketing
Education
Widener University School of Law 2004 — 2007
LL.M., Corporate Law and Finance
Saint Joseph's University 1997 — 2000
MBA, International Business
London Metropolitan University 1992 — 1995
LL.B. (Hons.), English Law
Alpha Chi Rho
Alpha Chi Rho
Brandywine Global Investment Management January 2014 - Present
Skills
Electronic Trading, Program Management, Private Banking, Middle Office, Fixed Income, Equities, Capital Markets, Trading Systems, Financial Risk, Investment Banking, Varicent, Charles River IMS, Xeye, Cognos, Sungard Protogent, PMI, Agile Project Management, CMMI, ClearQuest, LoadRunner, Clarity, SOAP, MQ Series, FIX, Data Warehousing, Operational Data Store, UDB, Microsoft SQL Server, Sybase, Oracle SQL, JavaScript, AJAX, Portlets, Content Management, C++, Java, Web Services, WebSphere Application..., Weblogic, Solution Architecture, Requirements Analysis, Trading, Asset Management, Enterprise Architecture, DB2, PMO
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
Indian Institute of Technology, Roorkee 1986 — 1990
Bachelor of Engineering (BE)
Aberdeen Asset Management April 2012 - Present
Verdis Investment Management January 2009 - February 2011
DuPont Capital Management April 2007 - January 2009
Delaware Investments February 2005 - April 2007
Brandywine Global Investment Management November 1996 - February 2005
Morgan Stanley Investment Management September 1994 - November 1996
JP Morgan Securities July 1993 - September 1994
Meridian Bank September 1986 - August 1991
Skills
New Business Development, Client Relationship..., Investment Strategies, Alternative Investments, Real Estate Investment, Institutional Marketing, Institutional Investors, Endowments, Foundations, Hedge Funds, Institutional Clients, Business Relationship..., People Management, Board Leadership, Fund Of Funds, Investments, Institutional, Fixed Income, Equities, Client Service, Asset Management, Investor Relations, Private Equity, Venture Capital, Asset Allocation, Emerging Markets, Bonds, Asset, Due Diligence, Institutional..., Client Services
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Dickinson College 1982 — 1986
BA, Economics, German
PNC Capital Advisors, LLC December 2014 - Present
Victory Capital Management February 2013 - November 2014
Huntington National Bank June 2012 - February 2013
Huntington National Bank October 2010 - June 2012
Redline Research November 2008 - October 2010
Brandywine Global Investment Management January 2007 - November 2008
Dix & Eaton 2000 - 2006
Booz, Allen & Hamilton November 1998 - January 2000
Skills
Investments, Portfolio Management, Financial Analysis, Asset Management, Capital Markets, Equities, Research, Economics, Wealth Management, Fixed Income, Competitive Analysis, Credit, Trading, Derivatives, Excel, Banking, Financial Modeling, Financial Planning, Investment Advisory, Investor Relations, Investment Strategies, Cash Flow, Technical Analysis, Valuation, Bloomberg, Corporate Finance, Securities, Financial Markets, Due Diligence, Bonds, Hedge Funds, Asset Allocation, Industry Analysis, Credit Analysis, Equity Research, Credit Risk, Business Analysis, Business Strategy, Strategic Planning, Mutual Funds, Market Research, Quantitative Analysis, Management Consulting, Commercial Banking, Loans, Debt, Risk Management, Investment Management
Education
Miami University 1994 — 1998
BS, Economics, Finance
Westlake High School 1990 — 1994
Bluestone Capital Management March 2015 - Present
Philadelphia Brokerage Corporation July 2013 - May 2014
CV Brokerage, Inc. March 2011 - October 2011
Drexel Hamilton, LLC June 2010 - April 2011
Brandywine Global Investment Management 1992 - 1997
Brandywine Global Investment Management 1992 - 1997
State Street 1991 - 1994
Skills
Contract Negotiation, Real Estate, Investments, Construction, Business Strategy, Strategic Planning, Microsoft Office, Business Analysis, Start-ups, Sales, Hedge Funds, Mutual Funds, Marketing Strategy, Portfolio Management, New Business Development, Management, Trading, Budgets, Negotiation, Business Development, Marketing, Business Planning, Sales Management, Risk Management, FINRA, Investment Management, Strategy
Education
Colgate University 1979 — 1983
BA, IR/French
Brandywine Global Investment Management February 2014 - Present
Brandywine Global August 2012 - January 2014
Vanguard July 2010 - August 2012
Susquehanna International Group September 2007 - May 2009
InfoValley September 2006 - March 2007
Skills
C#, Microsoft SQL Server, SQL, .NET, WCF, jQuery, VB.NET, C++, ASP.NET, ASP.NET MVC, MongoDB, Event Planning, Microsoft Office, SQL Server, ASP.NET Web API, AngularJS, Visual Studio, Oracle, Databases, College Recruiting, MS Office Suite, Telerik, PL/SQL, Java, Tortoise SVN, SharePoint, Scrum, TFS, Cognos, Windows Phone, Control-M, Twilio, HTML, Google API, Windows Azure, JavaScript
Education
Drexel University 2005 — 2010
Bachelor of Science, Computer Science
Ashford Capital Management September 2008 - Present
Ashford Capital Management September 2006 - September 2008
Brandywine Global Investment Management February 2005 - September 2006
Skills
Microsoft Office, Equities, Finance, Bloomberg, Microsoft Excel, Time Management, Data Analysis, Microsoft Word, Financial Services, Analysis
Education
Wilmington University 2015 — 2017
Master of Arts (M.A.), Accounting and Finance
Hope College 1998 — 2002
Bachelor of Arts (B.A.), French, International Politics, History, Identity-Based Conflict
Symmetry Peak Management LLC July 2014 - August 2014
Lindsay Criswell LLC 2013 - 2014
Brandywine Global Investment Management June 2013 - August 2013
Success Academy Charter Schools May 2012 - August 2012
Shutters and Sails LLC June 2011 - August 2011
Skills
Microsoft Excel, Java, Matlab, R, Photoshop, InDesign, Spanish-speaking
Education
Princeton University 2011 — 2015
Bachelor of Science and Engineering, Operations Research and Financial Engineering
The Shipley School 2005 — 2011
Brandywine Global Investment Management February 2013 - Present
Rubenstein Partners July 2012 - February 2013
NP Precision, Inc. April 2010 - April 2012
The Wholesale Discount Store March 2003 - March 2010
K-tech Kleening February 2003 - March 2004
Private Estates August 1999 - January 2003
SAC Finance, Inc. February 1996 - August 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Outlook, QuickBooks, Lotus Notes, PowerPoint, Access, Accounting, Account Management, Accounts Payable, Account Reconciliation, Accounts Receivable, Human Resources, Product Marketing, New Business Development, Negotiation, Adobe Acrobat, Photoshop, Executive..., Business Process..., Travel, International Logistics, HR Consulting, Sales Management, Meeting Planning, Typing, MRP, Operations Management, Budgets, Hiring, Management, Contract Negotiation, Project Management, Event Planning, Marketing, Sales, Recruiting, Customer Service, Salesforce.com, Employee Relations, Performance Management, PeopleSoft, Process Improvement, Administrative..., Invoicing, Leadership, Organizational..., Administration
Education
CFA Institute 2013 — 2013
Claritas® Investment Certificate, Investments and Securities
Long Island University, Southampton Campus 1990 — 1994
Bachelor of Science, Marine Science / Biology Concentration
AMG Funds 2007 - Present
Constellation Funds Group March 2004 - March 2006
Turner Investments, L.P. April 2002 - March 2004
Brandywine Global Investment Management August 2000 - April 2002
Skills
Investments, Financial Services, Marketing, Marketing Strategy, Mutual Funds, Relationship Management, Series 63, Equities, Account Management, Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Fixed Income, Alternative Investments, Securities, Investment Strategies, Sales, Competitive Analysis, Series 6, Series 65
Education
Barton College 1995 — 1999
Bachelor of Science (BS), Marketing and Finance
Brandywine Global Investment Management April 2013 - Present
Delaware Investments, a member of the Macquarie Group September 2012 - April 2013
Delaware Investments, a member of the Macquarie Group May 2011 - August 2011
United States District Court for the Northern District of Illinois June 2010 - August 2010
Bank of America; Consulting Services Group October 2005 - April 2006
Bank of America; Consulting Services Group March 2005 - October 2005
Bank of America; Consulting Services Group June 2004 - March 2005
Morgan, Lewis & Bockius LLP June 2003 - August 2003
Education
Villanova University School of Law 2009 — 2012
Juris Doctorate
University of Pennsylvania 2001 — 2004
BA, Philosophy, Politics, and Economics
American University 2000 — 2001
Economics
The Agnes Irwin School 1987 — 2000
Brandywine Global Investment Management July 2015 - Present
Tradeweb January 2011 - June 2015
Bank of New York Mellon May 2009 - January 2011
Goldman Sachs Asset Management September 2008 - May 2009
Lehman Brothers November 2006 - September 2008
Morgan Stanley January 2006 - November 2006
Ness Technologies June 2004 - January 2006
Schering Plough Research Institute August 2002 - June 2004
Schering-Plough Pharmaceuticals 2002 - 2004
Available On Request May 1997 - August 2002
Skills
PMP, Microsoft Technologies, CRM, SDLC, Requirements Analysis, Microsoft SQL Server, Agile Methodologies, Data Warehousing, Software Project..., Enterprise Architecture, Business Analysis, Solution Architecture, Vendor Management, Oracle, SOA, Databases, ASP.NET, Software Development, .NET, Web Services, C#, Project Management, Database Design, UML, Visio, XML, Testing, Web Applications
Education
Rutgers Business School 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.9
Prompt Technologies 2007 — 2009
Bharathidasan University 1997 — 2000
Master of Computer Applications (M.C.A.), Information Technology
Bharathiar University 1994 — 1997
Bachelor of Science (B.Sc.), Electronics
National Institute of Information Technology (NIIT) 1994 — 1997
Professional Diploma in Information Technology, Computer Programming & Systems Analysis, A
Brandywine Global Investment Management 2012 - Present
Multiple Companies 2008 - 2012
Morgan Stanley April 1998 - 2008
U.S. Healthcare 1996 - 1998
Andersen Consulting 1991 - 1996
General Electric Aerospace 1985 - 1991
McDonnell Douglas 1982 - 1985
Education
Pennsylvania State University-Great Valley Graduate Center 2009 — 2010
University of Pittsburgh 1978 — 1982
Brandywine Global Investment Management March 2013 - Present
Morgan Stanley Investment Management January 2006 - March 2013
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Financial Services, Investment Strategies, Equities, Sales, Account Management, Sales Management, Hedge Funds, Fixed Income, Investment Management, Equity Research
Education
Gettysburg College 2001 — 2005
Bachelor of Science (BS), Economics and Management
Copenhagen Business School 2003 — 2004
International business/Economics
Atlantic Pacific Capital January 2015 - Present
Atlantic Pacific Capital November 2012 - January 2015
Cambridge Associates March 2012 - November 2012
Cambridge Associates January 2010 - March 2012
Cambridge Associates June 2008 - January 2010
Brandywine Global Investment Management June 2007 - August 2007
Education
Babson College 2004 — 2008
BA, Finance, Economics
Brandywine Global Investment Management 2012 - Present
Brandywine Global 2007 - 2012
Brandywine Global June 2005 - July 2007
SEI Investments 2003 - 2005
SEI Investments 2000 - 2003
Education
Drexel University - LeBow College of Business 2002 — 2004
MBA
Shippensburg University of Pennsylvania 1995 — 1999
BS, Finance
SEC Compliance Alliance, LLC 2012 - Present
Little Consulting Group, Inc. 2011 - Present
Cipperman Companies 2008 - 2011
Brandywine Global 2004 - 2007
Brandywine Global Investment Management 1999 - 2004
Skills
Securities, Mergers & Acquisitions, Hedge Funds, Contract Management, Mutual Funds, Investment Management, Asset Management, Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Corporate Governance, Due Diligence, Financial Services, Risk Management, Investments, Investment Strategies, Fund Of Funds, Series 7, Alternative Investments, Equities, Fixed Income, Capital Markets
Education
Widener University School of Law (PA) 1991 — 1994
JD, Law
University of Delaware - Lerner College of Business and Economics 1985 — 1990
Brandywine Global Investment Management September 2013 - Present
Skills
Microsoft SQL Server, Oracle, Java, C#, jQuery, TIBCO, Ksh, Agile Methodologies, Agile Project Management, Eagle PACE, SDLC, Fixed Income, ETFs, Risk Analytics, Financial Calculations, JSON, SpringSource, Wilshire Axiom, C++, MongoDB, JMS, Messaging, Amazon Web Services..., Scrum, SOA, Java Enterprise Edition, Tomcat, Object Oriented Design, Design Patterns, Continuous Integration, Ant, Websphere, Integration
Education
University of North Carolina at Charlotte 2000 — 2001
M.S
Mississippi State University 1999 — 1999
M.S
Brandywine Global Investment Management September 2015 - Present
BNY Mellon September 2013 - September 2015
Citco Fund Services August 2013 - September 2013
Citco Fund Services July 2012 - August 2013
Citco Fund Services October 2010 - August 2012
PricewaterhouseCoopers August 2006 - July 2011
Skills
Financial Reporting, Accounting, Auditing
Education
La Salle University - School of Business Administration 2002 — 2005
Father Judge High School
Brandywine Global Investment Management June 2014 - Present
BlackRock January 2012 - June 2014
BlackRock September 2010 - January 2012
State Street November 2008 - October 2010
Hamilton Lane August 2007 - July 2008
Education
Penn State University 2003 — 2007
Economics
Brandywine Global Investment Management February 2014 - Present
Brandywine Global May 2012 - January 2014
Irving Magee Investment Management LLC October 2010 - February 2012
Delaware Investments March 2000 - September 2010
Jevic Transportation 1995 - 2000
Long Realty Company 1995 - 1996
Green Chimneys Children's Services 1994 - 1995
United States Air Force 1981 - 1994
Skills
Word, Excel, Administration, Spreadsheets, PowerPoint, Outlook, Organizing Meetings, Microsoft Excel, Event Planning, Office Management, Management, Marketing, Program Management, Software Documentation
Education
AMA Seminar 2012 — 2012
Copper Mountain Community College 1992 — 1994
General Studies
Community College of the Air Force 1981 — 1991
Meteorology/Office Management
Brandywine Global Investment Management October 2010 - Present
Brandywine Global January 2007 - October 2010
Skills
Investments, Business Analysis, Fixed Income, Bloomberg, Client Service, Series 7, Alternative Investments, Hedge Funds
Education
Susquehanna University 2001 — 2006
B.A., Mathematics
Spring Mountain Capital, LP January 2008 - Present
Brandywine Global Investment Management May 2004 - March 2007
Rorer Asset Management January 1998 - May 2004
United States Securities & Exchange Comission 1991 - 1997
Skills
Securities, Investments, Risk Management, Mutual Funds, Equities, Asset Management, Hedge Funds, Investment Advisory, Wealth Management, Fixed Income, FINRA, Trading, Financial Services, Alternative Investments, Series 63, Due Diligence, Asset Allocation, AML, Series 24, Fund Of Funds, Investment Management, SEC, Investment Strategies, Securities Regulation, Broker-Dealer, OFAC, USA PATRIOT Act, KYC, Bloomberg, Capital Markets, Equity Trading, Series 65, Investment Advisers Act, Corporate Governance, Separately Managed...
Education
La Salle University - School of Business Administration 1981 — 1986
Bachelor's degree, Accounting and Finance
Friends School 1978 — 1981
eVestment Alliance January 2012 - Present
A.S.A.P. Advisor Services, Inc. 2011 - 2011
A.S.A.P. Advisor Services, Inc. 2009 - 2011
Brandywine Global Investment Management 2005 - 2008
Brandywine Global Investment Management 2002 - 2005
AIG International Group 1998 - 2002
Skills
Investments
Education
Goldey Beacom College
MBA
Messiah College
BS Business and Marketing
Brandywine Global Investment Management October 2012 - Present
Merrill Lynch June 2008 - November 2012
Prudential April 2008 - June 2008
Credit Suisse August 2004 - February 2008
Orleans-Niagara BOCES September 2002 - June 2004
Oswego County BOCES 2001 - 2002
Skills
SDLC, Fixed Income, Business Analysis, Trading Systems, Investment Banking, Equities, Visio, Wealth Management, Portfolio Management, Software Project..., Vendor Management, Options, Financial Services, Risk Management, Project Portfolio..., Mutual Funds, Investments, PMO, Project Management, IT Strategy, Requirements Analysis, Requirements Gathering, Program Management, Agile Methodologies, Analysis, Analytics, Integration, Management, Software Documentation, Strategy, Trading, Testing, Market Data, Business Requirements, Series 7, Leadership
Education
Rochester Institute of Technology 1998 — 2008
MS, Information Technology
Rochester Institute of Technology 1998 — 2001
BS, Biomedical Computing
Brandywine Global Investment Management 2000 - Present
MBNA America Bank 1995 - 2000
Skills
Asset Management, Investments, Client Service, Series 7, Series 63, Series 3, Asset Allocation, Investment Strategies, Client Services, Hedge Funds, Investment Management, Relationship Management, Financial Services, Mutual Funds, Securities, Equities, Alternative Investments, Fixed Income, FINRA
Education
University of Delaware - Lerner College of Business and Economics 1997 — 1999
MBA
University of Baltimore 1988 — 1991
B.S., Marketing
Brandywine Global Investment Management 2013 - Present
Concordia Advisors 2009 - June 2012
Citi May 2004 - August 2008
Citi July 2002 - May 2004
IBT May 2001 - August 2001
Skills
Fixed Income, Alternative Investments, Middle Office, Hedge Funds, Trading, Investments, Options, Bloomberg, Derivatives
Education
Providence College 1998 — 2002
B.S., Finance
The Vanguard Group, Inc. 2013 - Present
Firmenich, Inc. 2012 - 2013
PNC Bank 2010 - 2011
Heartland Payment Systems, Inc. 2009 - 2010
Fox Rothschild, LLP 2008 - 2009
Brandywine Global Investment Management 2007 - 2008
E.I. DuPont De Nemours & Company 1997 - 2007
Skills
Appeals, Intellectual Property, Legal Assistance, Arbitration, Civil Litigation, Commercial Litigation, Corporate Law, Legal Research, Legal Writing, Litigation, Trials, Hearings, Criminal Law, Bankruptcy, Employment Law, Product Liability, Personal Injury, Torts, Dispute Resolution, Document Review, Securities, Depositions, Medical Malpractice, Courts
Education
Temple University - James E. Beasley School of Law 1993 — 1996
JD, Law
University of California, San Diego
B.A., Political Science
Brandywine Global Investment Management March 2013 - Present
FirstLab July 2008 - March 2013
Nationwide Funds Group August 2004 - 2008
Pressman Ciocca Smith LLP. July 2000 - August 2004
Education
Penn State University 1990 — 1994
B.S., Accounting
Brandywine Global Investment Management September 2008 - Present
Morgan Stanley Investment Management 1997 - 2008
Aetna USHealthcare July 1994 - April 1997
Electronic Data Systems 1988 - 1994
Education
Ithaca College 1984 — 1988
BA
Brandywine Global Investment Management November 2014 - Present
Financial Software Systems August 2011 - November 2014
Financial Software Systems June 2007 - November 2011
Skills
Product Management, Financial Analysis, Equities, Bloomberg, Fixed Income, Banking, Business Analysis, Risk Management, Sales, Marketing, Project Management, Microsoft Office, New Business Development, Accounting, Capital Markets, Trading, Derivatives, Financial Services
Education
Villanova University 2006 — 2007
M.S., Finance
Saint Bonaventure University 2002 — 2006
B.B.A., Finance
Cipperman Compliance Services, LLC February 2015 - Present
Brandywine Global Investment Management January 2014 - February 2015
Delaware Investments, a member of the Macquarie Group April 2013 - December 2013
Delaware Investments, a member of the Macquarie Group May 2008 - April 2013
Skills
Accounting, Financial Analysis, Mutual Funds, Portfolio Management, Financial Reporting, Financial Modeling, Finance, Bloomberg, Cash Flow, Account Reconciliation, Securities, Strategic Financial..., Pivot Tables, Corporate Finance, Investments, Mergers & Acquisitions, Internal Controls, Equities, Fixed Income, Auditing, Valuation, Financial Services, Asset Allocation, Asset Management, Data Analysis, Risk Management, VBA, Due Diligence, Derivatives, Managerial Finance, Alternative Investments, Business Analysis, Variance Analysis, Budgets, SAP, Business Process..., Capital Budgeting, Financial Statements, Hedge Funds, Trading, Private Equity, Cash Management, Financial Risk, Investment Management, SEC filings, Analysis, Microsoft Excel, Internal Audit, Series 7, Access
Education
Drexel University 2008 — 2011
Master of Business Administration (MBA), Financial Management
Drexel University 2004 — 2007
BSBA, International Business
Drexel University 2004 — 2007
BA of Science, Economics
Brandywine Global Investment Management April 2013 - Present
Morgan Stanley Investment Management August 2012 - April 2013
Morgan Stanley Investment Management July 2008 - April 2013
Morgan Stanley Investment Management 2005 - 2008
Morgan Stanley Investment Management 1999 - 2005
Miller Anderson & Sherrerd (purchased by Morgan Stanley) 1997 - 1999
The Vanguard Group 1996 - 1997
Skills
Collateral Management, Counterparty Risk, Cash Management, Metrics, Procedure Development, Business Analysis, Derivative Operations, Risk Management, Fixed Income Products, Investment Operations, Downhill Skiing, Fixed Income, Financial Services, Middle Office, Derivatives, Asset Management, Valuation, Investment Management
Education
Temple University - Fox School of Business and Management 2000 — 2003
MBA, Management Information Systems
Penn State University 1991 — 1995
BBA, Finance / Economics
Brandywine Global Investment Management December 2014 - Present
Vanguard Investments May 2010 - December 2014
Vanguard Investments 2010 - 2013
Vanguard Investments 2010 - 2013
Skills
Erwin, DB2, Data Modeling, Requirements Gathering, Data Warehouse..., SDLC
Education
Bucknell University 1969 — 1973
Bachelor's degree, Business Administration and Management, General
Brandywine Global Investment Management January 2014 - Present
Lockheed Martin March 2009 - January 2014
CRA, Inc. March 2008 - March 2009
De Lage Landen 2006 - 2008
Nemours, Alfred I. duPont Hospital for Children 2004 - 2006
Applied Card Systems 2001 - 2003
BYSIS 1997 - 2001
Skills
Performance Management, Event Planning, Project Coordination, Gatekeeper, Project Planning, Marketing Communications, Internal Communications, Presentation Development, Marketing Research, Presentation Design, Microsoft Office, Microsoft Word, Strategic Planning, Workshop Facilitation, Data Analysis, Public Speaking, Organizational..., Data Entry, Calendars, Software Documentation, Accounts Payable, Banking, Public Relations, SharePoint, PowerPoint, Patient Care, Team Motivation, Microsoft CRM, Technical Writing
Education
some college course work 1996 — 1999
Communication, General
University of Pittsburgh
The Vanguard Group January 2015 - Present
Stephen Steenkamer November 2014 - December 2014
Aberdeen Asset Management Inc. January 2014 - October 2014
Wilmington Trust Corp. / M&T Bank Corp. August 2005 - January 2014
Brandywine Global Investment Management April 2004 - July 2005
The Vanguard Group November 1995 - March 2004
Daily Local News April 1993 - November 1995
Skills
Investments, Mutual Funds, Alternative Investments, Asset Management, Investment Management, Financial Services, Investment Strategies, Corporate Communications, Wealth Management, Portfolio Management, Asset Allocation, Equities, Hedge Funds, Marketing Communications, Relationship Management, Asset Managment, Investment writing &..., Mutual fund advertising..., Finance
Education
Drexel University 1996 — 1999
Master of Science (MS), Finance
University of Delaware 1987 — 1992
Bachelor of Science (BS), Business Administration
Brandywine Global Investment Management July 2014 - Present
Barclays Investment Bank July 2013 - June 2014
JP Morgan Chase- Investment Bank June 2010 - July 2013
Lincoln Financial Advisors January 2010 - June 2010
Skills
Derivatives, Portfolio Management, Financial Analysis, Valuation, Credit Risk, Risk Management, Financial Risk, Financial Reporting, Quantitative Analytics, Financial Modeling, Bloomberg, Analysis, Credit, Investments, Equities, Finance, Trading
Education
Temple University - Fox School of Business and Management 2005 — 2010
Bachelor of Business Administration (BBA), Finance
Brandywine Global Investment Management June 2015 - Present
Brandywine Global Investment Management January 2014 - May 2015
Brandywine Global August 2011 - December 2013
State Street April 2010 - July 2011
State Street January 2008 - April 2010
Skills
Bloomberg Terminal, General Ledger, Russian, Asset Transfers, Bloomberg, Mutual Funds, Financial Analysis, Equities, Fixed Income, Fund Accounting, Hedge Funds, Accounting, Investments, Derivatives
Education
CFA level II exam passed - June 2015 2014 — 2015
Temple University 2003 — 2007
BA, Finance, Economics
Brandywine Global Investment Management January 2015 - Present
BCA Research 1992 - January 2015
state restructuring commission 1987 - 1988
Skills
Asset Allocation, Equity Research, Hedge Funds, Bloomberg, Equities, Investment Strategies, Asset Management, Investments, Portfolio Management, Financial Modeling, Alternative Investments, Economics
Education
McGill University 1990 — 1992
Post graduate, Economics
ClearBridge Investments April 2011 - Present
Global Currents Investment Management July 2008 - March 2011
Brandywine Global Investment Management February 2008 - July 2008
DuPont Capital Management 2006 - 2008
DuPont Capital Management 2004 - 2006
DuPont Capital Management 2002 - 2004
PFPC Inc January 1999 - January 2002
Skills
Bloomberg, Equities, Financial Markets, Portfolio Management, Trading
Education
Drexel University 2005 — 2008
Master, Business Administration; finance
University of Delaware 1995 — 1999
Bachelor of Science, Accounting
Brandywine Global Investment Management June 2003 - Present
Skills
Alternative Investments, Series 7, Asset Management, Equities, Fixed Income, Asset Allocation, Hedge Funds, Investment Strategies, Mutual Funds, Investment Management, Investments, Capital Markets, Financial Services, Investment Advisory, Portfolio Management, Securities
Education
Alton High School
The Ohio State University
Graduate Studies, Economics
Washington University in St. Louis
Bachelor of Arts (B.A.), Economics
Lebenthal Asset Management February 2015 - Present
Barrett Asset Management October 2010 - February 2015
Beacon Trust Company June 2009 - September 2010
MB Investment Partners August 2007 - June 2009
Jamison Prince Asset Management September 2001 - August 2007
Brandywine Global Investment Management 1993 - 2001
UBS PaineWebber 1988 - 1993
EF Hutton & Company 1981 - 1988
Skills
Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Managment, Alternative Investments, Securities, Equities, Investment Management, Investment Strategies, Hedge Funds, Equity Research, Investment Advisory, Asset Management, Private Equity
Education
Fairleigh Dickinson University 1979 — 1981
MBA, Finance
Baldwin Wallace University 1973 — 1977
BA, Economics
Brandywine Global Investment Management March 2014 - Present
BlackRock December 2012 - March 2014
BlackRock March 2012 - December 2012
BlackRock March 2011 - September 2011
Arkema March 2010 - September 2010
Skills
Asset Management, Bloomberg Terminal, Equity Valuation, Equities, Microsoft Excel, Budgets, Bloomberg, PowerPoint, Research, Outlook, Windows, Teaching, Strategic Planning, SAP, BlackRock Aladdin, Asset Managment, Equity Research Analysis, Investment Valuation, Financial Modeling
Education
Drexel University - College of Business and Administration 2008 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services, Summa Cum Laude
Podar 2006 — 2008
Finance and Financial Management Services
Brandywine Global Investment Management May 2015 - Present
BNY Mellon June 2013 - May 2015
SEI Investments August 2010 - June 2013
Skills
Fund Accounting, Derivative Operations, Mutual Funds, Fixed Income, Investments, Retirement, Microsoft Excel, Microsoft Office, Superior Client Service
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Finance
Brandywine Global Investment Management March 2011 - Present
Bank of New York Mellon August 2007 - March 2011
Skills
Bloomberg, Intex, Fixed Income, Securities, Financial Modeling, Data Analysis, Analytics, Equities
Education
Drexel University - College of Business and Administration 2000 — 2005
Bachelor's, Finance, International Business
Brandywine Global Investment Management July 2014 - June 2015
NRG Energy May 2008 - July 2014
PwC July 2006 - January 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, Accounting, Financial Analysis, SAP, Microsoft Excel, Financial Reporting, General Ledger, Forecasting, Budgets, SEC filings, SOX 404, Process Improvement, Mergers, US GAAP, Financial Accounting, Account Reconciliation
Education
La Salle University 2002 — 2006
BS, Accounting & Finance, Cum Laude
Brandywine Global Investment Management November 2014 - Present
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
Master of Science (MS)
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Science (BS)
Brandywine Global Investment Management August 2006 - Present
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC August 2006 - Present
THE PEP BOYS January 2005 - August 2006
Pep Boys 2004 - 2006
THE PEP BOYS November 2003 - January 2005
THE PEP BOYS August 2000 - November 2003
RELIANCE INSURANCE COMPANY June 1999 - August 2000
CIGNA INTERNATIONAL May 1995 - May 1999
CIGNA International 1995 - 1999
PRIME BANK May 1994 - May 1995
Skills
Payroll, Account Reconciliation, Accounting, Management, Financial Reporting, General Ledger, Human Resources, Budgets, Analysis, Financial Analysis, Process Improvement, Microsoft Excel, Sarbanes-Oxley Act
Education
Drexel University
Bachelor of Science, Mathematics
Bensalem High School 1983 — 1987
Drexel University
BS, Mathematics
Brandywine Global Investment Management July 2006 - Present
Morgan Stanley / Miller, Anderson & Sherrerd August 1986 - January 2004
Education
La Salle University
BA, Computer Science
Brandywine Global Investment Management November 2010 - Present
BNP Paribas September 2007 - November 2010
BNP Paribas July 2002 - September 2007
Streamline Capital, LLC June 2001 - June 2002
First Data Corporation December 1999 - June 2001
Wells Fargo May 1996 - December 1999
La Salle Trading, LLC February 1995 - March 1996
Skills
Fixed Income, Bloomberg, Corporate Actions, Derivatives, Reference Data, Equity Derivatives, Trading Systems, Hedge Funds, Equity Trading, Securities, Bloomberg Terminal, Eagle, STAR, Options, Equities, Asset Management, Bonds, Capital Markets, Investments, Trading
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Drexel University 1989 — 1994
Bachelor of Business Administration (BBA), Finance, General
Central High - Philadelphia 1985 — 1989