Columbia Management
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Columbia Management Employees
Genealogy Roadshow (PBS TV Series) July 2014 - Present
ORIGINS ITALY 2013 - Present
Self Employed April 2010 - 2013
Columbia Management December 2008 - April 2010
Lehman Brothers March 2007 - December 2008
State Street April 2006 - March 2007
Skills
History, Research, Italian, Genealogy, Blogging, Social Media, Public Speaking, Entrepreneurship, Family History, Italian languages, Business Strategy, Start-ups, Social Media Marketing, Lecturing, Management, International, Dual Citizenship, Social Networking, Archival Research, Writing, Business, Archives, Blogger, Historical Research, Organizational..., Heritage Tourism, Cultural Heritage, Ethnic Studies, European History, Researchers, Pinterest, Instagram, Communication, Presentations, Travel, Twitter, Television
Education
Boston University
Certificate in Genealogical Research
Boston Unversity
Bachelor's degree, Mathematics
Merrill Lynch February 2014 - Present
Merrill Lynch January 2010 - Present
Savin Bar & Kitchen 2010 - Present
Columbia Management June 2003 - October 2009
JP Morgan Asset Management June 2000 - February 2003
Utendahl Capital Management January 1998 - June 2000
Banque de France March 1996 - January 1998
The Chase Manhattan Bank September 1994 - March 1996
Skills
Asset Managment, Fixed Income, Investment Strategies, Portfolio Management, Estate Planning, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investments, Finance, High Net Worth..., Hedge Funds, Financial Advisory, Securities, Series 7
Education
Babson College 1990 — 1994
Accounting
Raymond James Financial Services, Inc. Member FINRA/SIPC August 2006 - Present
Financial Industry Regulatory Authority January 1997 - Present
Columbia Management October 1985 - December 2002
Skills
Financial Advisory, Portfolio Management, Finance, Securities, Financial Modeling, Management, Public Speaking, Business Development, Strategic Planning, Business Planning, Program Management, Wealth Management, Microsoft Office, Retirement Planning, Research, Budgets, Investment Advisory, Instructional Design, Investment Strategies, Asset Allocation
Education
Bentley University 1981 — 1985
Bachelor's Degree, Business Administration and Management, General
Columbia Management March 2011 - Present
East Coast Asset Management 2011 - 2011
Western Standard Partners 2010 - 2010
Education
Boston College 2006 — 2010
B.A., International Studies with a concentration in Economics
Institut d'Etudes politiques de Paris 2009 — 2009
study abroad program
Barnstable High School
Caron Engineering Inc December 2014 - Present
Independent Consultant September 2012 - Present
Columbia Management 2008 - 2012
Columbia Managment 2005 - 2008
Columbia Management 2004 - 2005
Columbia Management (Liberty Financial) 1999 - 2004
Columbia Management (Liberty Financial) 1996 - 1999
Colonial Investment Services 1993 - 1996
Liberty Financial September 1992 - August 1993
WMSX, WCEG Radio June 1990 - August 1992
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Investments, Series 24, Alternative Investments, Asset Allocation, Series 6, Asset Managment, Wealth Management, Investment Strategies, FINRA, Securities, Asset Management, Fixed Income, 401k, Series 65, Uniform Combined State..., Retirement, Investment Management, Retirement Planning
Education
Boston College 1986 — 1990
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Invesco Ltd. 2014 - Present
Charles Schwab 2012 - 2014
State Street 2005 - 2012
Fidelity Investments 2000 - 2005
Chase 1999 - 2000
Columbia Management 1997 - 1999
Skills
Securities Regulation, Investment Management, Mutual Funds, ETFs, ERISA, Corporate Law, Stable Value Funds, Financial Services, Board and Corporate..., Legal Compliance, Regulatory Affairs and..., Investment Advisers Act, Collective Investment...
Education
Harvard University
Boston University
Nigerian Law School
University of Ife
Fidelity Investments 2009 - March 2011
Boston Advisors November 2004 - May 2008
Columbia Management October 1998 - January 2003
Bank of Boston June 1996 - October 1998
Brown Brothers Harriman June 1995 - June 1996
Skills
Bloomberg, Equities, Investments, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Mutual Funds, Derivatives, Technology, Microsoft Office, Electronic Trading, Options
Education
Harvard University 1997 — 2002
CSS-graduate, Managemant
Boston College 1990 — 1994
BA, Finance/Accounting
Ames High School
Owen Capital Management June 2013 - Present
Preservation Trust Advisors. LLC November 2011 - June 2013
Columbia Management May 2002 - November 2011
Fidelity Investments November 1999 - May 2002
Securities America, Inc. Member FINRA/SIPC November 1997 - July 1999
Fiserv ISS June 1991 - November 1997
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Hedge Funds, Relationship Management, Marketing Strategy, Sales, Trading, Broker-Dealer, Asset Allocation, Asset Management, RIA, Entrepreneurship, Uniform Combined State..., ETFs, Series 7, Series 66, Market Research, Product Marketing, Morningstar Direct, Start-ups, Investments, Portfolio Management, Private Equity, Venture Capital
Education
Arizona State University
Bachelor of Science, Finance
Facebook November 2014 - Present
AppNexus December 2012 - November 2014
Gravitas April 2012 - December 2012
ION Trading January 2010 - April 2012
AC Lion June 2009 - August 2009
Columbia Management June 2006 - August 2008
Skills
Business Analysis, New Business Development, Business Development, Cloud Computing, SaaS, Sales, Product Management, Recruiting, Salesforce.com, Project Management, Account Management, Vendor Management, CRM, Start-ups
Education
Binghamton University 2005 — 2009
Bachelor of Science, Finance and Management Information Systems
Loomis, Sayles & Company May 2014 - Present
Columbia Management July 2011 - Present
ING September 2010 - July 2011
Skills
Investments, Marketing, Financial Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
Brigham Young University
B.A., English
imortgage March 2015 - Present
Nomads Agency January 2014 - December 2014
Thunderbird School of Global Management August 2011 - August 2013
Bank of America May 2010 - July 2011
Bank of America July 2009 - April 2010
Columbia Management July 2007 - July 2009
Columbia Management September 2006 - July 2007
Skills
Marketing Strategy, Marketing Communications, Digital Marketing, Competitive Analysis, Cross-functional Team..., Integrated Marketing, Market Research, Marketing, Advertising, Analytics, Marketing Research, Strategy, Brand Management, Segmentation, Management, Business Strategy, Product Management, Strategic Planning, Customer Insight, International Business
Education
Thunderbird School of Global Management 2011 — 2013
MBA, Global Marketing
Boston University 2002 — 2006
Bachelor of Science (BS), Communication
Flagship Ventures August 2012 - Present
Deloitte October 2006 - July 2012
Columbia Management February 2005 - October 2006
Cambridge Associates September 2002 - February 2005
Skills
Marketing Strategy, Marketing Communications, Thought Leadership, Content Marketing, Media Relations, Public Relations, Corporate Communications, Strategic Communications, Start-ups, B2B Marketing, Strategy, Venture Capital, Analysis, Digital Marketing, Leadership, Management Consulting, Salesforce.com, Strategic Planning, Social Media, Relationship Management, Internal & External..., Consulting, Business Development, Management, Corporate Development, Process Improvement, Marketing, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
American University
B.S., Business
Columbia Management July 2013 - Present
Deloitte June 2012 - July 2013
Deloitte October 2008 - September 2011
JPMorgan Chase May 2007 - October 2008
Education
Bentley College 2003 — 2007
BS, Finance
Shire April 2015 - Present
Insulet Corporation April 2012 - April 2015
Columbia Management July 2008 - April 2012
Virtua Research February 2005 - July 2008
Millennium Pharmaceuticals September 2004 - February 2005
Skills
Financial Modeling, Corporate FP&A, Corporate Finance, Equity Research, Valuation, Equity Valuation, Bloomberg, Equities, Hedge Funds, Asset Management, Investments, Portfolio Management, Investment Management, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2005
M.S., Finance
Mississippi State University 2000 — 2004
B.B.A., Banking and Finance, B.A., Mathematics
Benjamin Franklin Institute of Technology February 2015 - Present
TEDxBeaconStreet 2011 - Present
Brookline Extended Day Advisory Council 2001 - Present
Brookline Community Foundation 2013 - Present
Greater Toxteth Neighborhood Conservation District October 2013 - July 2014
Wheelock College July 2012 - November 2013
Success Boston 2012 - 2012
Mass Insight Education September 2010 - May 2011
Lawrence School Extended Day 1999 - 2010
Columbia Management October 2005 - March 2009
Skills
Leadership, Fundraising, Strategy, Program Management, Nonprofits, Strategic Planning, Management, Project Management, Marketing, Editing, Relationship Management, Community Outreach, Volunteer Management, Competitive Analysis, Team Building, Research, Policy, Program Development, Grants, Customer Service, Social Media, Cross-functional Team..., Product Marketing
Education
Boston University Questrom School of Business
BS
Columbia Threadneedle Investments, US June 2015 - Present
Columbia Management June 2014 - August 2014
Chelsea Technologies May 2012 - August 2013
Indian Ridge Country Club June 2010 - August 2013
Contemporary Events Group February 2013 - February 2013
Orange Leaf Frozen Yogurt June 2011 - March 2012
Skills
Inventory Control, Microsoft Excel, Customer Service, Financial Statements, Data Entry, Accounts Payable, Accounts Receivable, Invoicing, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Inventory Management, Accounting, Teamwork
Education
Bentley University 2013 — 2016
Bachelor's degree, Finance, General, GPA: 3.32
University of South Carolina-Columbia 2012 — 2013
GPA: 3.8, Freshman
Strategic Insight June 2008 - Present
Strategic Insight 2014 - Present
Boston Security Analysts Society September 2005 - December 2013
Loomis, Sayles & Company August 2005 - June 2008
Columbia Management January 2005 - August 2005
Investors Bank & Trust June 2001 - December 2004
Investa Capital 1997 - 1998
Skills
Mutual Funds, Investments, 529 Plans, Portfolio Management, Research, Report Writing, Asset Management, Conference Management, Conference Speaking, Newsletters, Content Marketing, Survey Research, Custom Projects, Consulting, Business Intelligence, Benchmarking, Fixed Income, College Savings Plans, Financial Services, Competitive Analysis, Leadership, Fundamental Research, Asset Allocation, CFA, Analysis, Investment Management, Product Development, Product Marketing, MBA, Financial Analysis, Market Research, CRM, Client Development, College Funding..., Retirement, Saving for Education, College Funds, Client Relationship..., College Education..., Investment Advisory, Beat Reporting, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA
Emory University 1997 — 2001
B.A., Economics, Political Science
Union College 1997 — 1998
Liberal Arts (Transferred to Emory)
Newton South 1993 — 1997
Diploma, Liberal Arts
Pioneer Investments August 2014 - Present
Pioneer Investments May 2012 - August 2014
Columbia Management January 2012 - May 2012
The Guardian Life Insurance Company of America August 2010 - December 2011
Sun Life Financial February 2008 - July 2010
Skills
Series 7, Series 6, Series 63, Series 65, Mutual Funds, Investments, Annuities, Retirement Planning
Education
Bentley University
Master of Business Administration (M.B.A.), Finance
Merrimack College 2002 — 2006
BA, Political Science
Shire Pharmaceuticals March 2014 - Present
Shire Pharmaceuticals July 2011 - March 2014
Shire Pharmaceuticals April 2008 - July 2011
MC Communications September 2000 - June 2007
MC Communications 2000 - 2007
Columbia Management November 1996 - September 2000
Liberty Funds Group November 1996 - September 2000
Colonial Mutual Funds November 1996 - September 2000
First Data Corp October 1989 - November 1996
Skills
Hyperion Enterprise, Financial Statements, Consolidation, Mergers, Forecasting, Budgets, Accounting, ERP, General Ledger, Payroll, Employee Benefits, Financial Reporting, Revenue Recognition, US GAAP, GAAP, Sarbanes-Oxley Act, Cost Accounting, Internal Controls, Financial Accounting, Financial Analysis, Fixed Assets, Subledger Accounting, General Journal, G/L Analysis, G/L Reconciliations, Financial Variance..., General Ledger..., Financial Close Process, Financial Performance, Planning Budgeting &..., Record to Report, Finance System..., Accounts Payable, Account Reconciliation, Strategic Financial..., Analysis, Mergers & Acquisitions, Accounts Receivable, Management, Finance, Process Improvement, Leadership
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 2000
MBA, Business Administration
Boston College 1980 — 1985
Bachelor of Science (B.S.), Political Science and Government
Arlington Catholic 1975 — 1979
Arlington Catholic High School 1975 — 1979
College prep
Columbia Threadneedle Investments, US March 2014 - Present
Columbia Management December 2012 - March 2014
John Hancock Funds April 2012 - December 2012
John Hancock Funds January 2010 - April 2012
John Hancock Funds September 2007 - January 2010
John Hancock Funds June 2006 - September 2007
Deutsche Asset Management/Scudder Investments December 2003 - June 2006
Deutsche Asset Management/Scudder Investments December 2002 - November 2003
Deutsche Asset Management/Scudder Investments September 2001 - November 2002
Deutsche Asset Management/Scudder Investments June 2000 - August 2001
Skills
Mutual Funds, Financial Services, Email Marketing, Marketing Communications, Marketing, Direct Marketing, Marketing Strategy, Wealth Management, Multi-channel Marketing, Series 6, Leadership, Management, Business Intelligence, Team Management, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
Masters of Business Administration, Concentration in Marketing
Augustana College 1996 — 2000
B.A., Psychology
Columbia Threadneedle Investments, US November 2014 - Present
Columbia Management January 2009 - Present
Columbia Management June 1996 - Present
Liberty Financial 1995 - 2001
Colonial Management Associates 1988 - 1996
Colonial Management 1988 - 1996
Skills
Equities, Bloomberg, Quantitative Research, Equity Research, Alternative Investments, Asset Managment, Asset Management
Education
Northeastern University - Graduate School of Business Administration 1992 — 1996
Master of Business Administration (MBA)
Bowling Green State University 1982 — 1986
BS BA, Business
Charles River Development February 2010 - Present
Columbia Management August 2006 - January 2010
Brown Brothers Harriman 2001 - 2005
Fidelity Investments April 2000 - October 2002
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Mutual Funds, Corporate Actions, Securities, Hedge Funds, Asset Managment, Portfolio Management, Settlement, Investments, Trading, FX Options, Trading Systems, Compliance, Middle Office, Back Office, Asset Management, Electronic Trading, Banking, Options, Risk Management, Financial Services, Financial Markets, Foreign Exchange, Order Management, Reference Data, Financial Risk, Bonds, Investment Banking, Equity Trading, Equity Derivatives, User Acceptance Testing, FX trading, Testing, Investment Management, Wealth Management, Relationship Management, Bloomberg Terminal
Education
Northeastern University - Graduate School of Business Administration 2001 — 2005
Masters, Business
Athens University of Economics and Business 1993 — 1997
BA, Economics
Fidelity Investments July 2013 - Present
Investment Professionals, Inc. March 2012 - June 2013
FundQuest July 2011 - January 2012
DWS Scudder May 2004 - July 2010
Columbia Management 1996 - 2004
John Hancock Financial Services June 1991 - June 1993
Skills
Investments, Asset Management, Financial Advisory, Mutual Funds, Series 63, Wealth Management, Financial Services, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Strategic Financial..., Asset Managment, Alternative Investments, Insurance, Estate Planning, Finance, Financial Planning, Sales Management, Separately Managed..., Business Relationship..., Investment Products, Wholesaling, Series 66
Education
Suffolk University 1998 — 2001
MBA, International Business
Bentley University 1987 — 1991
BS, Finance
Holy Name CCHS 1983 — 1987
High School Diploma
Deseret Digital Media April 2014 - Present
Rakuten MediaForge May 2013 - April 2014
Invesco Ltd. December 2010 - January 2013
Liberty Square Asset Management May 2009 - September 2009
Columbia Management 2005 - 2008
Mizuho Securities / Reed Global Advisors 2002 - 2005
Union Bank of California 2001 - 2002
Skills
Financial Modeling, Credit, Investments, Asset Management, Equities, Investor Relations, Bloomberg, Valuation, Mutual Funds, Investment Strategies, Equity Research, Investment Management, Fixed Income, Portfolio Management, Financial Analysis, Hedge Funds, Management, Alternative Investments, Research, DCF, Asset Allocation, Capital Markets, Equity Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
Masters, Business
ProMatch Education May 2004 - Present
The Boston Globe September 2002 - May 2004
Columbia Management September 1997 - August 2002
US Embassy in China 1997 - 1998
Education
Beijing Foreign Studies University 1997 — 1998
Language
University of California, Berkeley 1994 — 1998
B.A.
Lynbrook High School, San Jose 1992 — 1994
Sanofi June 2012 - Present
Genzyme November 2004 - Present
Columbia Management February 1999 - October 2004
The MathWorks 1998 - 1999
Applied Biosystems 1995 - 1998
Electronic Data Systems 1994 - 1997
Skills
IT Operations, Business Process..., Strategic Planning, Team Building, End User Support, Identity Management, Integration, IT Service Management, IT Management, Technical Support, CRM, Process Improvement, Computer System..., Disaster Recovery, Outsourcing, Project Management, Business Process, Strategy, Program Management, Management, Leadership, Security, Team Leadership, Service Delivery, Governance, Telecommunications, Networking, Information Technology, Team Management
Education
Boston University 2008 — 2008
BPMP, Business Process Management Professional
MIT Sloan School of Management
Strategy & Innovation / Management & Leadership / Technology, Operations & Value Chain Management
Rhode Island College
History
William Blair and Company April 2007 - Present
William Blair and Company January 2005 - April 2007
William Blair and Company June 2003 - January 2005
Columbia Management March 1999 - August 2002
Silver Lake Regional High School August 1998 - February 1999
Skills
Matlab, R, VBA, SQL, Factset, Barra Aegis, Clarifi, Microsoft Office, Investment Management, Investments, Analysis, Financial Analysis, Equities, Financial Risk
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Econometrics & Statistics and Finance
Brandeis University 1995 — 1998
BA, History
Hunter College High School 1989 — 1995
William Raveis Real Estate May 2012 - Present
Marsh & McLennan Companies, Inc. April 2005 - May 2012
Columbia Management September 2003 - December 2004
Fidelity Investments September 1986 - September 2003
Schmalenberger & Nargassans Advertising Agency September 1976 - September 1986
Skills
Marketing Communications, Public Relations, Sales Support, Business Development, Risk Management, Negotiation, Risk Assessment, Collaborative Problem..., Project Management, Strategic Planning, Vendor Management, Process Improvement, Legal Compliance, Real Estate, Property, Digital Photography, Writing, Image and copy editing, Microsoft Office, Apple iWorks, Event Planning, Logistics Management
Education
Boston University
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Boston University
Bachelor of Science (B.S.), Communications and Public Relations
Pine Manor College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Nuts 'N More, LLC a Mark Cuban Company 2014 - Present
Columbia Management 2007 - 2014
Citizens Bank 2005 - 2007
MetLife 2004 - 2005
Skills
Investments, Mutual Funds, Asset Management, Fixed Income, Equities
Education
Assumption College 2000 — 2004
Bachelor of Arts (B.A.), Business/Corporate Communications
AlphaOne Capital Partners LLC 2014 - Present
Oakum Bay Capital 2012 - 2014
Self-Employed 2010 - 2012
Carl Marks Management Company 2006 - 2010
Columbia Management 2004 - 2006
Clipper Capital Management 2003 - 2004
Sage Asset Management 2001 - 2002
Skills
Equity Research, Hedge Funds, Alternative Investments, Equities, Asset Managment, Fixed Income, Portfolio Management, Financial Modeling, Valuation, Investments, Bloomberg, Investment Management, Capital Markets, Securities, Distressed Debt, Credit, Loans, Leveraged Finance, Leveraged Lending, Debt, Bankruptcy, Chapter 11, Restructuring, invest, Value Investing, inves, Investors, Investment Strategies, Venture Capital, Asset Management
Education
Brandeis International Business School 2001 — 2003
Master's, International Finance and Economics, 3.8
Keio University 2002 — 2002
Master's, International Finance and Economics
Brandeis University 1997 — 2001
Bachelor's, Economics, 3.6
John Hancock Investments August 2015 - Present
CapTrust Advisors, LLC February 2015 - August 2015
Transamerica Asset Management Group June 2007 - December 2014
Bank of America 2005 - 2007
Columbia Management 2003 - 2005
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Series 7, Fixed Income, Portfolio Management, Equities, Investments, Series 63, Bloomberg, Investment Management, Fund Of Funds, Chartered Financial..., Due Diligence, Quantitative Analytics, Emerging Markets, 401k, Variable Annuities, Microsoft Excel, Bloomberg Terminal, Asset Management, Derivatives, ETFs, Finance, Equity Valuation, Financial Advisory, Valuation, Financial Risk, Securities, Investment Advisory, Hedge Funds, Equity Research, Retirement Planning, Wealth Management, Separately Managed..., FINRA, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MS, Finance
University of South Florida 1999 — 2001
B.S., Finance, Economics
Wells Fargo Advisors, LLC March 2010 - Present
Columbia Management October 2006 - February 2009
The Boston Globe October 1980 - February 2006
Education
Boston University Graduate School of Management 1996 — 1998
MBA, Finance
Northeastern University 1990 — 1995
Bachelors Degree, Economics
John Hancock Financial Services May 2010 - Present
Columbia Management January 2006 - May 2010
Columbia Management 2004 - 2006
Columbia Management 1999 - 2004
Colonial Funds / Liberty Funds / Columbia Funds March 1995 - 1999
Skills
Mutual Funds, Series 7, Series 63, Series 6, Separately Managed..., Alternative Investments, Investments, 401k, Asset Allocation, Asset Managment, Series 24, Series 65, Defined Benefit, Retirement, Wealth Management, FINRA, Asset Management, Retirement Planning
Education
Boston University Questrom School of Business 1999 — 2002
MBA, Management
George Mason University 1988 — 1992
BA, English
The Capital Group Companies March 2014 - July 2015
The Capital Group Companies May 2011 - February 2014
WALEKPeppercomm 2011 - 2012
J&W Seligman (RiverSource Investments, Columbia Management) July 1998 - July 2010
Columbia Management July 1998 - July 2010
Towers Associates October 1995 - July 1998
Alan Towers Associates 1995 - 1998
Lutz Appellate Services July 1993 - May 1994
Ernst & Young August 1991 - July 1993
Skills
Digital Marketing, Marketing, Digital Strategy, Strategy, Management, Google Analytics, Web Analytics, Salesforce.com, Web Development, Press Releases, Photoshop, Web Design, Content Management, Microsoft Office, SharePoint
Education
Baruch College, City University of New York (CUNY) 2000 — 2001
Marketing
Baruch College
Certificate, Marketing and Advertising
John F. Kennedy High School 1987 — 1990
Diploma, Business and English
Boston Compliance Associates 2011 - Present
David A. Rozenson, Esq. 2009 - Present
Deutsche Asset Management March 2007 - January 2009
Bank of America 2004 - 2007
Columbia Management 2001 - 2006
Skills
Securities
Education
Boston College Law School 1980 — 1983
JD, cum laude, Law
Brown University 1975 — 1979
BA, magna cum laude, History
Grinnell Appreciative Consulting LLC September 2015 - Present
Housing Authority of Baltimore City July 2014 - Present
Housing Authority of Baltimore City January 2012 - July 2014
City of Baltimore's Department of Housing and Community Development August 2009 - January 2012
Columbia Management December 2006 - February 2009
American Community School at Beirut September 2003 - December 2005
Peace Corps 1996 - 1998
Skills
Training, Coaching, Process Improvement, MBTI, Team Building, Program Management, Employee Training, Leadership Development, Leadership, Customer Service, Workshop Facilitation, Curriculum Design, Instructional Design, Change Management, Career Development, Human Resources, Instructor-led Training, Blended Learning, Staff Development, Performance Management, Conflict Resolution, Strategic Planning, Management
Education
Antioch University New England 2000 — 2002
M Ed, Integrated Learning
University of Massachusetts, Amherst 1992 — 1995
BS, Natural Resource Mgt
Signature Healthcare, Brockton Ma March 2014 - Present
Signature Healthcare, Brockton MA September 2012 - March 2014
Massachusetts Technology Collaborative September 2011 - September 2012
Massachusetts Technology Collaborative July 2011 - September 2011
Citizens Financial Group August 2007 - March 2009
Columbia Management April 2006 - July 2007
Bank of America Merrill Lynch July 2004 - April 2006
Foster Dykema Cabot March 2003 - July 2004
FleetBoston Financial January 2001 - May 2004
BankBoston October 1997 - April 2000
Skills
Business Analysis, Data Warehousing, Project Management, Analytics, Data Analysis, Access, Vendor Management, Business Intelligence, Process Improvement, Strategic Planning, Microsoft SQL Server, Databases, SQL, Business Process, Cloud Computing, Data Modeling, System Administration, Leadership, Salesforce.com, Integration, ASPX, VB.NET, .NET, Visual Basic, Visual Studio, Program Management, Change Management, VBA, Healthcare Information..., Database Design, Software Documentation, Business Process..., ETL, Website Development, Relational Databases, Lean Tools, CRM, Requirements Analysis, Data Mining, Requirements Gathering, Medicaid, Software Implementation, User Acceptance Testing, Cross-functional Team..., Performance Improvement, Camtasia, Corporate Training, Lean Thinking
Education
Bay Path College 1987 — 1989
Associate of Science (A.S.), Business Administration, Management and Operations
Columbia Threadneedle Investments, US May 2015 - Present
Columbia Management August 2013 - May 2015
Columbia Management November 2012 - August 2013
Columbia Management August 2011 - November 2012
Skills
Series 7, Asset Management, Investments, Portfolio Management, Mutual Funds
Education
Bentley University 2007 — 2011
B.S, Economics and Finance
Royal Holloway University - Egham 2010 — 2010
Economics and Philosophy
State Street Global Advisors March 2015 - Present
Simple Alternatives July 2014 - March 2015
John Hancock Investments January 2014 - June 2014
John Hancock Investments 2012 - December 2013
John Hancock Financial Services January 2011 - December 2012
John Hancock Investments May 2007 - December 2010
Columbia Management October 2006 - January 2007
State Street September 2005 - October 2006
Skills
Series 63, Series 7, Series 6, Mutual Funds, Series 65, FINRA, Uniform Combined State..., Retirement, Asset Allocation, Retirement Planning, 401k, Separately Managed..., Alternative Investments, Investment Advisory, Fixed Annuities, Investments, Securities, Wealth Management, Life Insurance
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Rollins College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Columbia Management June 2010 - Present
Sun Life Financial Distributors March 2007 - January 2009
Sun Life Financial Distributors April 2003 - March 2007
MFS Investment Management February 2000 - March 2003
Keyport Life Insurance Company September 1990 - February 2000
Skills
Thought Leadership, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1986
MBA
University of Pennsylvania 1978 — 1981
BA, Liberal Arts
BNY Mellon Wealth Management January 2015 - Present
Long Island Cares - The Harry Chapin Food Bank 2004 - Present
U.S. Trust December 2013 - December 2014
U.S. Trust 2002 - December 2013
Bank of America 2004 - 2007
Columbia Management 2002 - 2004
Julius Baer Asset Management April 2000 - September 2001
JP Morgan 1983 - 2000
Deloitte Haskins & Sells 1980 - 1983
Skills
Asset Allocation, Wealth Management, Global Investment..., Business Strategy, Sales Management, Portfolio Management, Strategic Leadership, Team Leadership, Team Building, Cross Functional Team..., Investment Strategies, Private Banking, Trust Management, Wealth Transfer, Change Management, Recruiting, Strategic Hiring, Alternative Investments, Client Relations, Staff Development
Education
Binghamton University - School of Management
Wharton Executive Leadership Program
Columbia Management May 2010 - Present
Columbia Management May 2006 - May 2010
Columbia Management 2001 - 2006
DST Systems 2000 - 2000
Colonial Funds 1996 - 2000
Skills
Mutual Funds, Financial Services, Business Analysis, Securities, Process Improvement, Risk Management, Asset Management, Relationship Management, Project Management, Vendor Management, Investments, Program Management, Portfolio Management, Fixed Income, SDLC, Customer Service
Education
Brandeis University 1991 — 1995
BA, American Studies & Legal Studies
McGladrey September 2011 - Present
Feeley & Driscoll, P.C. January 2010 - September 2011
Brown Brothers Harriman August 2005 - December 2008
Columbia Management March 2000 - April 2004
Putnam Investments January 1994 - December 1999
Coopers & Lybrand October 1983 - December 1993
PricewaterhouseCoopers 1983 - 1993
Digital Equipment Corporation October 1979 - December 1983
Arthur Young July 1975 - October 1979
Arthur Young 1975 - 1979
Skills
Financial Services, Tax, Mergers, Mutual Funds, Accounting, Auditing, Corporate Governance, Finance, Financial Advisory, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1989 — 1989
Executive Program
Bentley University 1977 — 1980
MS, Taxation
College of the Holy Cross 1971 — 1975
BA, Economics/Accounting
Natixis Global Asset Management January 2015 - Present
Natixis Global Asset Management August 2013 - December 2014
Columbia Management October 2011 - August 2013
Fidelity Investments February 2011 - December 2011
Education
Boston College - Carroll School of Management 2012 — 2015
MBA
Saint Anselm College 2006 — 2010
B.A., Business & Finance
Thayer Academy 2002 — 2006
High School
Evosys August 2015 - Present
Oracle September 2014 - August 2015
Oracle November 2011 - August 2014
Columbia Management May 2010 - November 2011
Sun Life Financial March 2008 - February 2009
State Street Corporation August 2007 - March 2008
AIG May 2004 - June 2006
Skills
Sales, Healthcare Information..., Technology Integration, EHR, Management, Direct Sales, Sales Management, Solution Selling, CRM, New Business Development, Weblogic, Oracle SOA Suite, Sales Operations, Series 7, Mutual Funds, Investments, Oracle Fusion Middleware, PeopleSoft, Product Management, eBusiness Suite, JD Edwards, Customer Relations, Client Service, Financial Planning, SaaS, Account Management, Business Intelligence
Education
Boston University
Certified Financial Planner
Bridgewater State University
BS, Psychology
University of New Hampshire
Calamos Investments March 2014 - Present
Columbia Management August 2005 - March 2014
BlackRock January 2005 - August 2005
State Street Research 2001 - December 2004
Skills
Investments, Separately Managed..., Asset Management, Equities, Portfolio Management, Mutual Funds, Alternative Investments, Wealth Management, Series 63, Series 7, Asset Allocation, Securities
Education
Boston College 1995 — 1999
Bachelors, Finance
Financial Planning Solutions, LLC September 2013 - Present
Massachusetts Congregational Fund 2013 - Present
Jackson Financial Advisors January 2006 - August 2013
Holm Investment Advisors January 2004 - December 2005
Solomon Financial, Inc January 2003 - December 2003
Columbia Management September 2000 - December 2002
Scudder Investments December 1996 - September 2000
Evergreen Investments September 1992 - December 1996
First Data Corporation January 1992 - September 1992
Fidelity Investments September 1988 - January 1991
Skills
Retirement Planning, Financial Planners, Investments, Wealth Management, Asset Allocation, Retirement, Investment Advisory, Asset Managment, Strategic Financial..., Investment Strategies, Investment Management, Mutual Funds
Education
Boston University 2003 — 2004
Certified Financial PlannerTM, Financial Planning
Bentley University 1994 — 1995
Certificate, Pensions & Employee Benefits
D'Amore-McKim School of Business at Northeastern University 1989 — 1991
MBA, Marketing and International Finance
Boston University - School of Management 1981 — 1983
BSBA, Marketing
Boston University 1979 — 1981
College of General Studies
Laconia High School
PNC Institutional Asset Management July 2015 - Present
BNY Mellon Wealth Management 2009 - July 2015
Columbia Management 1998 - 2008
Bainco International Investors 1993 - 1998
Hellman, Jordan Management Co. 1991 - 1993
Skills
Equity Research, Equities, Portfolio Management, Asset Allocation, Hedge Funds, Investment Strategies, Mutual Funds, Equity Valuation, Alternative Investments, Asset Managment, Fixed Income, Investments, Bloomberg, Valuation, Wealth Management, Investment Advisory, Financial Modeling, ETFs, Morningstar, Investment Management
Education
Bentley University
Master's Degree, Finance
Towson University
Bachelor's Degree, Finance
Pinnacol Assurance January 2011 - Present
Pinnacol Assurance July 2007 - December 2010
Columbia Management 2003 - 2007
Skills
Leadership Development, Workshop Facilitation, Insurance, Training, Public Speaking, Workers Compensation, Public Relations, Team Building, Interviews, Staff Development, Customer Service, Process Improvement, Leadership
Education
Selkirk College 2014 — 2015
Certification in Integrated Worksite Health and Safety
Metropolitan State University of Denver 1996 — 2002
BS, Business Management
Citisoft, Inc. January 2007 - Present
IBM Global Business Services October 2002 - December 2006
PricewaterhouseCoopers August 1991 - October 2002
Columbia Management 1984 - 1989
Skills
Business Development, Investments, Portfolio Management, Strategic Planning, Investment Management, Executive Financial..., Resource Management, Executive Management, Business Advisory, Management Consulting, Public Speaking, Thought Leadership, Mentoring, Executive Coaching, Negotiation, Profit Center Management, Sales Management, Business Strategy, Third Party Vendor..., Financial Services, Budget Process, Business Modeling, Trade Compliance, Performance Management, Strategic Partnerships, IT Strategy, IT Outsourcing, Outsourcing, IT Solutions, IT Transformation, Project Delivery, Service Delivery, Manage Client..., Consulting, Fixed Income, Equities, Asset Management, Strategy, Management, Risk Management, Securities, Business Analysis, Business Process, Hedge Funds, Leadership, Business Intelligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1991
MBA, Finance
Niagara University 1980 — 1984
BBA, Accounting
Jefferies & Company August 2013 - Present
Canaccord Genuity Inc. December 2010 - August 2013
Columbia Management September 2008 - December 2010
Wachovia Securities February 2006 - May 2006
Skills
Fixed Income, Bloomberg, Equity Research, Financial Modeling, Oil & Gas Exploration, Consumer Goods, Equity Valuation, Investments, Series 7, Microsoft Excel, Due Diligence, Series 63, Finance, Financial Markets
Education
Bentley University 2003 — 2007
BS, Finance
Suffolk University Madrid 2005 — 2006
Spanish
Columbia Management April 2012 - October 2013
Evergreen Investments / Wells Fargo June 2004 - May 2009
Banc of America Capital Management 2001 - 2004
Skills
Sales, Investments, Series 7, System Administration, Series 63, Risk Management, Process Improvement, Portfolio Management
Education
Belmont Abbey College
BS, Business Management
Starbucks April 2015 - Present
Columbia Management July 2014 - January 2015
Citizens Bank March 2014 - July 2014
United States Air Force December 2010 - March 2014
Skills
Security, Computer Proficiency, Security Clearance, Executive Protection, CompTIA A+ Certification, Cpr Certified, Military Experience, Military Training, Military Communications, Physical Security, Customer Service, Background Checks, Information Technology, Success Driven, Challenge Driven, Enjoy Challenges, Leadership, Martial Arts, Acoustic Guitar, Outdoor Advertising, First Aid, Social Skills, Listening to customers, Creative Problem Solving, Quick Thinker, Supervisory Experience, Firearms, Microsoft Office, People Skills, Problem Solving, Sales, Troubleshooting, Microsoft Word, Microsoft Excel, Team Building, Public Speaking, PowerPoint
Education
Arizona State University 2015 — 2017
Information Technology
Community College of the US Air Force 2010 — 2011
Associate's degree, Information Technology
New England Institute of Technology 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Computer Software and Media Applications
West Warwick High School
Ve Interactive Limited October 2012 - Present
Columbia Management June 2011 - August 2011
CardinalCommerce June 2010 - August 2010
Education
Bentley University 2008 — 2012
BS
Cherry Hill East 2005 — 2008
Citigroup July 2013 - December 2013
Columbia Management April 2011 - May 2012
SubZeroFilm Fest October 2009 - April 2011
Horizon Asset Management 2005 - 2009
Kinetics Asset Management 2003 - 2005
L Crammer Projekteringsbyra AB 1995 - 2001
Skills
Bloomberg, Networking, Advent, ACAD, ILX, Nationality, Equities, Trading, Microsoft Excel, PowerPoint, Asset Managment, Capital Markets, Hedge Funds, Fixed Income, Investment Strategies, Alternative Investments, Trading Systems, Bonds, Portfolio Management, Series 7, Options, Mutual Funds, Investments, Securities, Derivatives, Asset Allocation, Equity Trading, Asset Management, Bloomberg Terminal, FINRA, Market Data, Series 24, Electronic Trading, Financial Markets, Investment Advisory, Equity Research, languages, APL, GIPS, Compliance, Separately Managed..., Prime Brokerage, Wealth Management, Equity Derivatives, Structured Products, Investment Management, Emerging Markets, ETFs
Education
University of Uppsala 2000 — 2001
International Relations and Affairs
Stockholm University Division of Visby 1993 — 1994
Building Restoration and Environment Protection, 1 year
Blekinge Institute of Technology 1991 — 1993
Associate's degree, Building Engineering
HSBC July 2012 - Present
HSBC May 2011 - Present
Farmhouse October 2009 - April 2011
Daylight Forensic & Advisory, LLC April 2007 - December 2009
Chase Insurance Group 2005 - 2007
Chase Asset Management 2005 - 2006
Columbia Management August 1997 - September 2002
Skills
AML, OFAC, KYC, Banking, USA PATRIOT Act, Fraud, Mutual Funds, Fixed Income, Bank Secrecy Act, Asset Managment, Investments, Series 7, Series 63, Private Investigations, Project Management, Due Diligence, Securities, Financial Risk, Risk Management, Financial Services, Anti Money Laundering, Asset Management, Finance, Internal Audit, Operational Risk
Education
Boston University
BA
Granite Investment Advisors January 2009 - Present
Choate Investment Advisors 2005 - 2008
Marblehead Management 2004 - 2005
Columbia Management 1998 - 2003
Federated Investors 1996 - 1998
J&W Seligman 1989 - 1994
Dreman Value Management 1984 - 1990
Skills
Portfolio Management, Investments, Asset Management, Asset Allocation, Equities, Asset Managment, Fixed Income, Mutual Funds, Start-ups, Entrepreneurship, Investment Management
Education
Seton Hall University 1989 — 1991
MBA, Business
Boston University Questrom School of Business 1980 — 1984
BS, Finance
Manchester jr-sr
OppenheimerFunds May 2015 - Present
Horizons for Homeless Children 2010 - Present
Columbia Management November 2012 - May 2015
Columbia Management October 2010 - November 2012
Bain Capital May 2009 - August 2009
Putnam Investments February 2005 - August 2008
Putnam Investments June 2002 - February 2005
Skills
Series 7, Equities, Valuation, Investments, Equity Research, Mutual Funds, Hedge Funds, Alternative Investments, Investor Relations, Asset Management, Securities, Marketing, Portfolio Management, Private Equity, Analysis, Fixed Income, Data Analysis, Marketing Strategy, Strategy, Financial Modeling, Fundraising, Retirement, Financial Advisory, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management
Bowdoin College 1998 — 2002
AB, History, Economics Minor
St Mark's School 1995 — 1998
Fenn 1989 — 1994
MFS Investment Management January 2014 - Present
Columbia Management January 2012 - December 2013
WELLINGTON MANAGEMENT COMPANY, LLP November 1999 - December 2011
WELLINGTON MANAGEMENT COMPANY, LLP November 1999 - June 2001
THE BERKSHIRE GROUP January 1996 - November 1999
THE BERSKHIRE GROUP January 1994 - January 1996
Skills
Testing, PeopleSoft, Disaster Recovery, Outsourcing, ERP, Business Analysis, Vendor Management, Requirements Analysis, Access, SharePoint, SQL, CRM Integration, Project Management, Netezza, Oracle, Microsoft Office, Microsoft SQL Server, Informatica, Quality Center, Rally, Business Objects, Crystal Reports, Pivotal, Salesforce.com, Data Integration, SDLC
Education
Providence College 1995 — 1998
MBA, Business Adminstration
Boston University 2001 — 2001
Graduate Certificate, Client Server Application Development
Bentley University 1989 — 1993
BS, Accounting
Standish Mellon Asset Management January 2015 - Present
BNY Mellon January 2014 - January 2015
Loomis, Sayles & Co March 2010 - January 2014
Columbia Management November 2008 - March 2010
Columbia Management April 2007 - October 2008
Columbia Capital Management, LLC April 2006 - March 2007
Graybar Electric CO June 2005 - April 2006
Merrill Lynch May 2004 - August 2004
Skills
Fixed Income, Securities, Investments, FX, Equities, FX Options, Portfolio Management, Trading, Bloomberg, Derivatives, Finance, Investment Management
Education
Boston College 2009 — 2011
MS, Finance
Queens University of Charlotte 2002 — 2005
Bachelor of Arts, Business; Corporate Communications
Windhaven Investment Management February 2013 - Present
Schwab Institutional 2011 - 2013
Bank of America Merrill Lynch 2009 - 2010
Bank of America 2008 - 2009
Columbia Management 2006 - 2008
Bank of America 2005 - 2006
Investment Services at Sovereign Bank October 2002 - March 2005
Charles Schwab 1995 - 2002
Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Executive Management, Global Tactical Asset..., ETFs, Portfolio Performance..., Alternative Investments, Asset Managment, Product Marketing, Product Management, Institutional Sales, Investment Strategies, Registered Investment..., Custodial Services, RIA, Wealth Management, Asset Allocation, Financial Markets, Finance, Series 65, Series 9/10, Series 7, Series 63, Life & Health Insurance..., Asset Management, Investment Management, FINRA, Variable Annuities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA, Finance, Organization Studies
University of New Hampshire 1988 — 1992
BA, Communications
Columbia Management 2013 - Present
Sullivan & Cogliano January 2012 - May 2012
Bentley University Academic Techonology Center September 2008 - May 2012
Homes-R-Us Realty May 2011 - August 2011
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
hhs
Morgan Stanley Investment Management July 2014 - Present
TIAA-CREF February 2012 - June 2014
Vestige Technologies LLC September 2010 - December 2012
BlackRock June 2011 - September 2011
Columbia Management November 2008 - September 2010
J. & W. Seligman & Co. Inc. May 1996 - November 2008
Merrill Lynch & Co. 1994 - 1996
Regal Data Systems 1993 - 1994
3D Information Services 1987 - 1992
Skills
Digital Strategy, Digital Marketing, Marketing Analytics, Financial Services, Asset Managment, Integrated Marketing, Marketing Strategy, Mutual Funds, Start-ups, Asset Management, Email Marketing, Multi-channel Marketing, CRM, Digital Media, Strategic Thinking, Segmentation, Strategy, Investments, Web Analytics, Enterprise Software, Market Research, Marketing Management, SaaS, Lead Generation, Strategic Partnerships, Executive Management, Leadership, Advertising, Direct Marketing, Marketing, Product Launch, B2B, Social Media Marketing, Mobile Devices, Program Management
Education
Bloomsburg University of Pennsylvania 1979 — 1983
BS, Business Administration
EF Smithsonian Student Travel January 2013 - Present
Spinitar January 2011 - January 2013
Columbia Management March 2008 - May 2010
First Marblehead Corporation 2006 - March 2008
EF Smithsonian 2005 - 2006
Education
Middlebury College 1995 — 1999
B.A., Psychology
Boston University 2001 — 2002
M.Ed, sport psychology
Boston University 2004 — 2005
C.A.G.S., Guidance Counseling
Fidelity Investments Creative DirectorFidelity Communications + Advertising2005 - Present
Bank of America 2004 - 2005
Columbia Funds 1999 - 2005
Liberty Funds 1999 - 2005
Columbia Management 1999 - 2005
Putnam Investments 1993 - 1999
Sun Life Financial 1986 - 1993
Skills
Mutual Funds, Financial Services, Asset Managment, Marketing, Relationship Management, Investments
Education
Boston University 1980 — 1984
Burlington High School
Houlihan Lokey 2015 - Present
J.P. Morgan 2014 - 2015
J.P. Morgan 2013 - 2013
Royal Bank of Scotland 2009 - 2012
Columbia Management 2008 - 2009
Bank of America 2005 - 2008
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Boston University 2003 — 2005
Master of Arts (MA)
Boston University 2001 — 2005
Bachelor of Arts (BA)
T&Y Organics, Inc. January 2011 - August 2014
Centro Properties Group December 2009 - January 2011
Columbia Management October 2008 - October 2009
Skills
Outlook, VBA, French, Russian, English, Financial Analysis, Financial Modeling, Financial Reporting, Valuation, Accounting, Due Diligence, Corporate Finance, Microsoft Excel, New Business Development, Marketing Strategy
Education
Johnson and Wales University 2006 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Jahon Iqtisodiyoti va Diplomatiya Universiteti 2000 — 2005
Bachelor, International Business
The Daniel Group August 2012 - Present
New Horizons October 2011 - Present
Bank of America 1998 - 2009
Columbia Management 1998 - 2009
Skills
Securities, Investments, Management, Asset Managment, Mutual Funds, Customer Service, Banking, Portfolio Management, Risk Management, Hedge Funds, Fixed Income, Asset Management
Education
Binghamton University
Thomson Reuters Elite April 2015 - Present
Irish Fair of Minnesota October 2011 - Present
Columbia Management April 2006 - April 2015
Jamma Photography, LLC June 2003 - December 2011
Ameriprise Financial Services, Inc. July 1999 - April 2006
Education
Anoka Ramsey Community College
Business Administration, Management and Operations
Columbia Management May 2006 - Present
Education
Bentley University 2002 — 2006
Frugal Finders Antique Thrift Shop April 2012 - Present
bank of america May 2005 - Present
TLC Realty Co. March 2009 - July 2010
Bank of America 2005 - July 2009
Columbia Management 2005 - 2008
Bank of America 2005 - 2007
JP Morgan Invest, LLC 2000 - 2005
BrownCo, JP Morgan Invest 2000 - 2005
JP Morgan Chase 2000 - 2005
Education
University of Massachusetts Boston 2008 — 2010
BA-MBA, Economics
Suffolk University 2001 — 2003
BS, Marketing
Boston University 1992 — 1995
Engineering, Electrical
US Trust March 2011 - Present
Bank of America Global Cash Management January 2007 - September 2011
Columbia Management 2006 - 2009
Fidelity Investments 2001 - 2006
Fidelity Investments August 1996 - 2001
Skills
Investments, Financial Planning, Wealth Management, Business Strategy, Institutional, Strategic Financial..., Fixed Income, Asset Allocation, Finance, Financial Services, Portfolio Management, Management, Asset Management, Mutual Funds, Equities, Alternative Investments, Hedge Funds, Securities, Investment Management, Series 7
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1996
MBA, Finance
Villanova University 1988 — 1992
Bachelor’s of Science, Finance, General
Columbia Management September 1986 - Present
Liberty Funds 1995 - 2003
Liberty Funds Group 1995 - 2001
Education
Northeastern University 1981 — 1986
BS, Accounting/Finance
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
Columbia Management VP of Taxes / DistributionsBank of America2001 - Present
PricewaterhouseCoopers 1994 - 2001
The Boston Company 1990 - 1994
Education
Boston College 1985 — 1989
Columbia Management June 2003 - Present
Education
Bentley University 1994 — 1998
Columbia Management June 2011 - Present
Columbia Management August 2003 - December 2011
Gannett Welsh & Kotler February 2000 - August 2003
Fidelity Investments February 1995 - 2000
U.S. Department of Labor July 1991 - February 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1997
MBA, Finance
University of North Carolina at Greensboro 1989 — 1991
BS, Economics
Western New England College 1987 — 1989
Business
Columbia Management April 2012 - Present
Columbia Management January 2008 - Present
Columbia Management January 2006 - January 2008
RCM 1998 - 2005
Skills
Portfolio Management, Asset Management, Equities, Hedge Funds, Emerging Markets, Mutual Funds, Alternative Investments, Investments, Fixed Income, Bloomberg, Equity Research
Education
Boston College 1993 — 1997
BS, Finance and Marketing
Loomis Sayles October 2006 - Present
Columbia Management July 2000 - October 2006
Education
Boston University Questrom School of Business 2008 — 2009
MSIM, Investment Management
Northeastern University 2002 — 2005
BSBA, Finance
Indus Capital August 2010 - Present
Columbia Management March 2007 - July 2010
JPMorgan Chase September 2006 - March 2007
Morgan Stanley April 2004 - August 2006
Skills
Bloomberg, Investments, Equities, Hedge Funds, Valuation, Fixed Income, Financial Modeling, Analytics, Capital Markets, Mutual Funds, Portfolio Management, Asset Management, Alternative Investments, Asset Allocation, Derivatives, Risk Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
Assumption College 1999 — 2003
BA, Mathematics
Breckinridge Capital Advisors March 2015 - Present
CommonAngels Ventures February 2013 - February 2015
Credit Suisse June 2012 - August 2012
Loomis Sayles 2008 - 2012
Columbia Management 2006 - 2008
Bank of America 2005 - 2006
Skills
Investment Banking, Emerging Markets, Banking, Analysis, Bloomberg, Financial Modeling, Valuation, Fixed Income, Equity Research, Equities, Hedge Funds, Asset Management, Venture Capital, Entrepreneurship, Angel Investing, Private Equity, Capital Markets, Investments, Mergers, Finance, Financial Analysis, Bonds, Structured Finance, High Yield, Leveraged Finance, Financial Risk, Structured Products, LBO, Credit, Hedging, Alternative Investments, Investment Management, Due Diligence, Portfolio Management, Equity Valuation, Investment Strategies, Mutual Funds, Loans, Economics, Corporate Development, Securities, DCF, Market Research, Institutional..., Derivatives, Chartered Financial..., Capital IQ, Fixed Income Analysis, Financial Structuring, Mergers & Acquisitions
Education
Massachusetts Institute of Technology
Master of Business Administration (MBA)
Boston University
BA, Economics, Finance
High-Def Digest October 2007 - Present
Columbia Management July 1996 - Present
Source Interlink January 2008 - July 2012
Skills
Editorial, Magazines, Blogging, Copywriting, Social Media, Editing, Social Media Marketing, Content Management, Social Networking, Creative Writing, Content Strategy
Education
Boston University 1992 — 1996
Bachelor of Science (B.S.), Film/Cinema/Video Studies
Bessemer Trust December 2013 - Present
Raymond James Financial Inc. July 2009 - November 2013
Bank of America, Columbia Management 2006 - 2009
Columbia Management September 2007 - November 2007
Skills
Equities, Investments, Equity Research, Asset Management, Portfolio Management, Alternative Investments, Equity Valuation, Hospitals, Capital Markets, Financial Analysis, Asset Allocation, Mutual Funds, Hedge Funds, Financial Modeling, Bloomberg, Valuation, Finance, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Investments
University of California, Riverside
Columbia Threadneedle Investments, US 2006 - Present
Columbia Management 2000 - 2006
New England Aquarium 1999 - 2000
Whiskey's 1995 - 1999
Fidelity Investments May 1995 - December 1995
Education
Bentley University 1991 — 1995
BS, Accounting
Arlington High School 1987 — 1991
HS, Collge Prep
Morgan Stanley April 2008 - Present
UBS Wealth Management September 1997 - April 2008
Columbia Management August 1992 - September 1997
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1992
Masters, Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1990
MHS
Marblehed High
Columbia Management 2011 - Present
Eaton Vance Management 2006 - 2011
State Street 2002 - 2006
Credit Suisse First Boston 1995 - 1998
Goldman Sachs 1987 - 1995
Skills
Securities, Trading, Alternative Investments, Hedge Funds, Equities, Asset Managment, Economics, Investments, Portfolio Management, Fixed Income, Series 7, Capital Markets, Mutual Funds, Series 63
Education
Harvard Business School 1985 — 1987
MBA
Harvard University 1974 — 1978
AB
Boston Latin School 1967 — 1974
Income Research & Management April 2012 - Present
Pioneer Investments October 2005 - April 2012
Columbia Management 2003 - 2005
Deutsche Bank 2002 - 2003
JP Morgan Chase 2000 - 2002
Skills
Investments, Mutual Funds, Fixed Income, Securities, Equities, Investment Compliance, Asset Management, Hedge Funds, Derivatives, Asset Managment, Trading Systems, Investment Management, Bloomberg, Options, Alternative Investments, Financial Services, Risk Management
Education
Bentley University
B.S., Management
Boston University - Metropolitan College
Level 2 Wine Studies, Wine, Passed with Merit
Society of Wine Educators
Certified Specialist of Wine, CSW
Columbia Management June 2013 - Present
Liberty Mutual Insurance September 2012 - June 2013
Fidelity Investments May 2006 - September 2012
Education
Boston College 1996 — 2000
Multi-Financial 2010 - Present
TiAA 2007 - 2010
Columbia Management 2000 - 2007
Education
Adams State College 1986 — 1991
B.S in Business Administration, Management
MIT Sloan School of Management August 2015 - Present
T. Rowe Price November 2014 - July 2015
Columbia Management May 2013 - October 2014
Columbia Management October 2010 - May 2013
Columbia Management May 2010 - October 2010
SEI Investments August 2007 - May 2010
Skills
Investments, Asset Managment, Mutual Funds, Salesforce.com, Asset Allocation, Series 7, Investment Management, Financial Analysis, Financial Services, Relationship Management, Data Analysis, Fixed Income, Wealth Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2003 — 2007
Bachelor of Science (B.S.), Finance, General
eSecLending April 2014 - Present
eSecLending January 2010 - April 2014
eSecLending February 2008 - January 2010
US Securities and Exchange Commission October 2007 - January 2008
Columbia Management August 2007 - October 2007
Skills
Securities Lending, Collateral Management, Contract Negotiation, Corporate Governance, Repos, Fixed Income
Education
Northeastern University - Graduate School of Business Administration 2004 — 2007
MBA
Northeastern University School of Law 2003 — 2007
JD
Boston College 1999 — 2003
B.A., Economics
MFS Investment Management August 2010 - Present
Columbia Management October 2006 - August 2010
Fidelity Investments November 2000 - October 2006
Fidelity Investments June 1998 - November 2000
Education
Boston University Questrom School of Business 2000 — 2004
MBA
University of Vermont 1993 — 1998
Bachelor, Sociology
Columbia Management May 2010 - Present
RiverSource Investments September 2006 - May 2010
Millennial Net May 2005 - August 2005
Skills
Portfolio Management, Portfolio Optimization, Equity Research, Financial Analysis, Tactical Asset..., Mathematical Programming, Quantitative Investing, Risk Modeling
Education
Boston University 2001 — 2006
Ph.D., Systems Engineering
Huazhong University of Science and Technology 1999 — 2001
MS, Systems Engineering
Huazhong University of Science and Technology 1995 — 1999
BS, Automatic Control
Columbia Management September 2014 - Present
EMC October 2010 - September 2014
MFS Investment Management December 2007 - March 2010
MFS Investment Management September 2004 - December 2007
Lincoln Financial Group February 2004 - September 2004
Allmerica Financial February 2002 - November 2003
Skills
Mutual Funds, Financial Services, Investments, Series 6, Series 63, Series 7, Asset Management, Relationship Management, Management, Sales, Training, Fixed Income, Wealth Management, Compliance, Sales Operations, Risk Management, FINRA, Securities, Equities, Asset Allocation, Insurance
Education
Assumption College 2010 — 2012
MBA, Finance
Assumption College 1992 — 1996
Bachelor of Arts, Sociology
Columbia Management November 2013 - Present
State Street Global Advisors 2005 - 2013
MFS 1999 - 2005
Skills
Securities, Mutual Funds, Equities, Bloomberg, Fixed Income, Hedge Funds, Asset Management, Financial Services
Education
Boston University Questrom School of Business 1992 — 1996
BSBA
Columbia Management June 2005 - Present
Moors & Cabot 2003 - 2005
Skills
Equity Trading, Series 7, Equities, Investments, Alternative Investments, Series 63, Trading, Hedge Funds, Securities, Fixed Income, Bloomberg, Capital Markets, Electronic Trading, Customer Service, Asset Management, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2002
MS, Finance
Columbia Management November 2005 - Present
Bank of NY Mellon November 1999 - November 2005
Skills
Series 27, Mutual Funds, Forecasting, Finance, FINRA, Equities, Alternative Investments, Financial Modeling, Accounting, Investments, Asset Management, Financial Analysis, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA, Finance
Boston College
Morgan Stanley Investment Management September 2006 - Present
Columbia Management June 2004 - August 2006
American Beacon Advisors January 1997 - September 2003
Fidelity Investments September 1986 - December 1996
Skills
Portfolio Management, Investments, Asset Management, Series 7, Sales, Investment Management, Banking, Fixed Income, Alternative Investments, Securities Lending, Hedge Funds, Mutual Funds, Asset Allocation, Series 63, Securities
Education
The University of Dallas 1991 — 1994
MBA, International Mgmt
Baylor University - Hankamer School of Business 1982 — 1986
BBA, Finance, Information Systems
Columbia Management November 2006 - Present
State Street Bank July 2004 - November 2006
Education
Bentley University 1999 — 2003
Columbia Management 1997 - Present
Education
Boston University Questrom School of Business 2000 — 2004
MBA
Brandeis University 1990 — 1994
Bachelors, Economics
Columbia Management November 2006 - Present
TIAA-CREF May 2005 - November 2006
State Street Global Advisors May 2001 - November 2004
Mercer Investment Consulting January 2000 - May 2001
Wellington Management June 1996 - December 1999
Skills
Portfolio Management, Financial Services, Mutual Funds, Strategy, Asset Allocation, Alternative Investments, Fixed Income, Asset Managment, Investment Strategies, Investment Management, Investments, Series 7, Series 63, Wealth Management, Securities, Institutional...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
mba, Finance, General
Erasmus Universiteit Rotterdam 1991 — 1992
mba, General Studies
University of Vermont 1986 — 1990
BA Economics, Economics
Hanover high
My Benefits, LLC & First Party Administrator™, LLC 2012 - Present
Columbia Management 2010 - 2012
RiverSource Asset Management 2008 - 2010
J. & W. Seligman & Co. 2004 - 2009
Merrill Lynch May 1999 - August 2003
Skills
Retirement Planning, Financial Advisory, Employee Benefits, Mutual Funds, Series 7, Series 63, 401k, Asset Allocation, Series 6, Asset Managment, Investments, Series 65, Wealth Management, Retirement, Securities, Financial Planners, Investment Strategies, Pensions, ERISA
Education
Babson College 1994 — 1995
MBA, Investments Concentration
Southern Connecticut State University 1987 — 1990
BS Business Economics, Business/Managerial Economics
Fidelity Investments July 2011 - Present
Fidelity Investments August 2009 - July 2011
Evergreen Investments March 2003 - August 2009
Columbia Management January 1991 - March 2003
Education
Babson College 1987 — 1991
BS, Finance/Investments
Columbia Management June 1998 - Present
Skills
Fixed Income, Bloomberg, Bonds, Alternative Investments, Asset Allocation, Equities, Asset Managment, Investment Strategies, Investment Management, Mutual Funds, Securities, High Yield, Portfolio Management, Capital Markets, Derivatives, Investments, Trading, CMBS, Valuation, ABS, Structured Products, BlackRock Aladdin, Intex, MBS, Relationship Management, Money Market, Electronic Trading, Fixed Income Analysis, Credit Analysis, Securitization, Risk Management, Chartered Financial..., Structured Finance, Hedging
Education
Boston University 1991 — 1995
BSBA, Finance
Mt. View High School 1988 — 1991
OFI Institutional Asset Management April 2003 - February 2008
Columbia Management September 1993 - April 2003
Skills
Equities, Mutual Funds, Investments, Fixed Income, Series 7, Asset Management, Portfolio Management, Asset Allocation, Bloomberg, Trading, Bonds, Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
MBA, Finance
Northeastern University 1988 — 1992
B.S., Finance
Putnam Investments April 2008 - Present
State Street Global Advisors January 2007 - March 2008
Boldwater Capital Management LP 2004 - 2007
Columbia Management June 1998 - April 2004
Skills
Fixed Income, Hedge Funds, High Yield, Equities, Alternative Investments, Capital Markets, Investment Management, Valuation, Mutual Funds, Asset Management, Portfolio Management, Bonds, Asset Allocation, Securities, Equity Research
Education
Boston College 1992 — 1996
BA, Classics, Mathematics
St. Sebastian's 1988 — 1992
Malvern Prep 2007 - Present
Schroder Investment Management March 2006 - Present
Bank of America 2000 - 2006
Columbia Management 2003 - 2005
Columbia Management Group 1999 - 2005
Villanova Capital 1996 - 1999
Fidelity Investments 1994 - 1997
Skills
Series 7, Asset Managment, Asset Allocation, Wealth Management, Equities, Securities, Risk Management, Hedge Funds, Alternative Investments, Investments, Series 63, Series 24, Mutual Funds, Asset Management, ETFs, Sales, Management, Fixed Income, Investment Strategies, Investment Management, FINRA, Investment Advisory, Portfolio Management, Bonds, Fund Of Funds, Separately Managed..., Financial Services, Series 65, Structured Products, Wealth Management..., 401k
Education
Boston College 1984 — 1988
BS, Finance
Columbia Management 1985 - 2009
Skills
Portfolio Management, Fixed Income, Mutual Funds, Research, Compliance, Client Service
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Columbia Management December 2000 - Present
The Boston Company February 1996 - November 2000
Investment Advisers, Inc. February 1983 - January 1996
Skills
Financial Services, Investments, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Equities, Series 63, Fixed Income, Investment Management, Hedge Funds, Securities, Investment Strategies, Asset Management
Education
Schiller International University 1981 — 1982
1982, MBA
University of Minnesota - Carlson School of Management 1979 — 1981
BSBA, Marketing
University of Minnesota-Twin Cities 1978 — 1979
Pre-Business
Arizona State University 1977 — 1978
Business
Minnetonka High School 1974 — 1977
Columbia Management 2012 - Present
Citizens Bank 2009 - 2012
Columbia Management 2004 - 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management
Saint Anselm College
Natixis Global Asset Management April 2014 - Present
Transamerica Investments January 2009 - March 2014
Van Kampen Investments 2007 - 2008
The Hartford 2004 - 2007
Columbia Management 2002 - 2004
Calgary Flames, Anaheim Ducks, Boston Bruins and New York Rangers 1989 - 1998
Skills
401k, Asset Allocation, Mutual Funds, Retirement Planning, Retirement, Series 6, Series 63, Series 7, Wealth Management
Education
Boston College 1985 — 1989
Deloitte January 2015 - Present
Columbia Management January 2014 - January 2015
Deloitte July 2012 - December 2013
Deloitte January 2011 - May 2012
Staples June 2010 - August 2011
Anthony M. DiMauro CPA February 2010 - May 2010
Xiomara Lee PA August 2009 - August 2009
Polo Ralph Lauren July 2006 - June 2009
Bentley University September 2008 - May 2009
Skills
Accounting, Tax, Tax Accounting, Corporate Tax, Tax Preparation, Microsoft Excel, CPA
Education
Boston College - Carroll School of Management 2011 — 2012
Masters, Accounting
Bentley University 2007 — 2011
Bachelors, Accounting, Earth Environment and Global Sustainability
Arbor Commercial Mortgage April 2013 - Present
Boston University Graduate School of Management January 2011 - May 2013
The Exeter Companies June 2012 - March 2013
Columbia Management December 2007 - December 2011
Education
Boston University Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Finance
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelor of Business Administration (BBA), Management and Marketing
PineBridge Investments July 2013 - Present
Lord Abbett 2010 - 2013
Columbia Management 2007 - 2010
Fidelity Investments - Pyramis Global Advisors 1996 - 2006
Skills
Investments, Equities, Pension Funds, Alternative Investments, Asset Management, Financial Services, Fixed Income, Institutional..., Securities, ETFs, Series 7, Hedge Funds, Asset Allocation, Mutual Funds, Investment Management, Bloomberg, Management, Investment Advisory, Series 63, Portfolio Management, Wealth Management, Fund Of Funds, Capital Markets, Equity Research, Institutional Sales, Asset Managment, Corporate Law, Investment Strategies
Education
American School London
High School
Bentley University
Columbia Management October 2005 - September 2013
Deutsche Bank June 2001 - October 2005
PriceWaterhouseCoopers January 1997 - August 2001
Skills
Tax, Mutual Funds, Hedge Funds, Asset Management, Accounting, Financial Reporting, Investments, Financial Services, Risk Management, Microsoft Excel, Corporate Tax, Securities
Education
Bentley University
Accounting
Northeastern University
Natixis Global Asset Management April 2012 - Present
Sun Life Financial January 2010 - March 2012
Columbia Management September 2008 - March 2009
Skills
Series 7, Series 63, Mutual Funds
Education
Boston University Graduate School of Management 2012 — 2015
MBA
Boston College 2004 — 2008
B.S., Finance, Marketing (double major)
GNY Insurance January 2013 - Present
Columbia Management 2007 - January 2013
US Trust July 1996 - 2007
Skills
Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1979 — 1983
MBA, Finance and Economics
Boston College 1975 — 1979
BA, Economics
MFS Investment Management March 2012 - Present
MFS Investment Management September 2008 - March 2012
Columbia Management February 2006 - August 2008
State Street Bank August 2003 - January 2006
Skills
Bloomberg, Fixed Income, Mutual Funds, Bonds, Derivatives, Securities, Asset Managment, Portfolio Management, Investments, Trading, Asset Management
Education
Boston University - School of Management 2010 — 2013
MBA, Finance
Manhattan College 1999 — 2003
Bachelor of Arts, Political Science
Columbia Management December 2007 - Present
Putnam Investments 1997 - 2007
Education
Boston College
BA, English
Milton Academy
Akamai Technologies March 2015 - Present
Boston University 2012 - 2012
Columbia Management January 2004 - August 2006
Skills
Microsoft Office, Microsoft Word, Research, Microsoft Excel, Accounting, Training, Talent Acquisition, Time Management, Budgets, Process Improvement, Leadership, Outlook, Social Media, Project Management, Applicant Tracking..., Healthcare, Market Research, PowerPoint, Strategic Planning, Customer Service, Recruiting, Marketing, Event Planning, Social Networking, Interviews, Employee Relations, Account Management, Nonprofits, Human Resources, Customer Satisfaction, Public Relations
Education
Boston College
Sun Life Financial February 2012 - Present
Xaverian Brothers High School January 2009 - Present
Columbia Management October 2010 - August 2011
Sun Life Financial July 2007 - January 2009
Skills
Mutual Funds, Series 63, Series 6, Series 7, Fixed Annuities, Investments, 401k, Retirement Planning, Retirement, FINRA, Asset Allocation, Wealth Management, Insurance, Securities, Variable Annuities, Strategic Financial..., Separately Managed..., Life Insurance, Uniform Combined State..., Series 65
Education
Assumption College 2003 — 2007
Bachelors, Business Management, Minor - Political Science
Xaverian Brothers High School 1999 — 2003
COLUMBIA MANAGEMENT ADVISORS LLC September 2005 - Present
Columbia Management August 2005 - Present
COLUMBIA MANAGEMENT ADVISORS LLC August 2005 - Present
Fidelity Capital Markets August 2004 - September 2005
ROYAL BANK OF CANADA September 2003 - August 2004
Education
Boston College 1999 — 2003
Boston College
Bachelor of Arts, Political Science, Philosophy
Bay State Plumbing & Heating Supply January 2002 - Present
ZocDoc January 2013 - April 2014
Columbia Management February 2008 - December 2012
Wolseley Inc. November 2004 - February 2008
State Street Corporation May 2002 - October 2004
Skills
Series 7, Series 66, Series 63, Series 6, Mutual Funds, Asset Managment, Financial Services, Retirement, 401k
Education
Babson College 2000 — 2002
Business Management, Finance and Investments
College of Charleston 1998 — 2000
BA, Business Management
Loomis Chafee 1997 — 1998
Post-Graduate Diploma, Business/Managerial Economics, Post-Graduate
Longmeadow High School 1993 — 1997
Hasbro January 2013 - September 2014
State Street Corporation April 2012 - December 2012
Columbia Management 2010 - May 2012
State Street Corporation September 2008 - September 2009
State Street Corporation December 2007 - July 2008
Bentley College 2007 - 2007
State Street July 2000 - December 2006
State Street Corporation October 1994 - June 2000
CSC Consulting 1990 - June 1993
Skills
Requirements Analysis, Business Analysis, Integration, SDLC, Financial Services, Data Modeling, CRM, Software Documentation, Analysis, User Acceptance Testing, Business Requirements, Project Management, IT Management, Leadership, Unix, SQL, Databases, Management, eCommerce
Education
Bentley University
MSCIS
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Gettysburg College
B.A.
Columbia Management
Skills
Asset Management, Lotus Notes, Investments, Management
Education
Arkansas State University 1994 — 1997
Fidelity Investments June 2010 - Present
Columbia Management May 2007 - June 2010
Skills
Asset Management, Risk Management, Financial Services, Management, Mutual Funds, Strategic Planning, Administration, Compliance Management, Program Management, Vendor Management, Relationship Management, Client Services, Executive Reporting
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1994
Master of Business Administration (M.B.A.), Finance, General
Mount Holyoke College 1983 — 1987
Bachelorâs Degree
Greenwich High School 1980 — 1983
Ameriprise Financial Services, Inc. March 2011 - Present
Columbia Management 2006 - 2010
Ameriprise Financial 2003 - 2006
Ameriprise Financial 2000 - 2003
Ameriprise Financial January 1998 - January 2000
Skills
Process Improvement, Mutual Funds, Business Analysis, Investments, Leadership, Strategic Financial..., Asset Management, Six Sigma, Financial Services, Vendor Management, Series 7
Education
Bethel University
Bachelor of Science, Business Management
Guggenheim Partners May 2014 - Present
ATEL Securities Corporation July 2013 - May 2014
RS Investments December 2007 - June 2013
Columbia Management November 2001 - December 2007
Columbia Management February 1999 - November 2001
Putnam Investments November 1995 - January 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Asset Management, Series 63, Wealth Management, Asset Allocation, Portfolio Management, Securities, Fixed Income, Equities
Education
University College Dublin 1993 — 1994
Graduate Diploma in Business Studies, 2:1
St. Patrick's College, Maynooth 1989 — 1993
BA Double Honors, History/Sociology, 2:1
St Gerald's College (High School) 1983 — 1989
Leaving Certificate
Columbia Management February 1997 - Present
Ameriprise Financial Services, Inc. March 2005 - May 2006
Education
Bemidji State University 1992 — 1996
Business Administration, Concentration in Finance
Columbia Management August 2007 - Present
Education
New York University School of Law 1989 — 1992
Juris Doctor
Boston College 1985 — 1989
Bachelor of Arts (B.A.), English
Columbia Management May 2001 - Present
Ameriprise Financial Services, Inc. May 1988 - May 2001
Target August 1987 - May 1988
Target July 1980 - August 1987
Anoka Cinema October 1977 - August 1983
Skills
Process Improvement, Financial Services, Business Analysis
Education
Anoka Technical College 1980 — 1982
Computer Programming/Business
Anoka Ramsey Community College 1979 — 1982
Legal Secretary, Law
Columbia Management September 2004 - Present
Ameriprise Financial 2001 - 2004
American Express Retirement Services 1997 - 2001
TCF Financial Corporation 1996 - 1997
TCF Financial Corporation 1992 - 1996
TCF Financial Corporation 1989 - 1992
TCF Financial Corporation July 1987 - 1989
Skills
Accounting, General Ledger, Accounts Payable, Auditing, Internal Controls, PeopleSoft, Internal Audit, Variance Analysis, Accruals, Process Improvement, Invoicing, Equities, Mutual Funds, Financial Risk
Education
Augsburg College
General Accounting
Northwestern College 1981 — 1985
Bachelor of Arts, Christian Education
Normandale Community College
Accounting and Economics
Pimlico September 2014 - Present
Rosemary Hallgarten Inc June 2012 - June 2014
Columbia Management November 2004 - March 2007
State Street Global Advisors April 2003 - November 2004
State Street Global Advisors April 1999 - March 2003
State Street Global Advisors November 1997 - March 1999
Skills
Investments, Securities, Trading, Mutual Funds, Credit, Analysis, Bonds, Management, Accounting, Account Reconciliation, Asset Allocation, Economics, Investment Banking
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor's degree, Finance, General
Boston Latin School 1987 — 1992
State Street Global Advisor's March 2015 - Present
JPMorgan Chase November 2013 - February 2015
Loomis, Sayles & Company August 2008 - August 2013
Columbia Management July 2006 - August 2008
Education
Boston College 1986 — 1990
Bachelor's degree, Economics
Integrated Equity Management October 2014 - Present
Columbia Management September 2013 - October 2014
Ameriprise Financial Services, Inc. September 2010 - September 2013
Ameriprise Financial Services, Inc. September 2009 - September 2010
Anoka County July 2004 - September 2009
Skills
Communication, Financial Services, Series 24, Leadership, Retirement, Financial Planning, Insurance, Mutual Funds, Series 7
Education
St. Cloud State University 2006 — 2008
Bachelor of Science (B.S.), Marketing
Anoka Ramsey Community College 2002 — 2006
Associate of Arts (A.A.), General Studies