Columbia Threadneedle Investments, US
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Columbia Threadneedle Investments, US Employees
Columbia Threadneedle Investments, US September 2015 - Present
NYLIFE Securities LLC August 2014 - August 2015
New York Life Insurance Company May 2014 - August 2015
Skills
401k Rollovers, Retirement Planning, Variable Annuities, Annuity Sales, Life Insurance, Retirement, Estate Planning, Teamwork, Sales
Education
Assumption College 2010 — 2014
Bachelor of Business Administration (BBA), with a Minor in Finance
Columbia Threadneedle Investments, US April 2008 - Present
Lithiq Inc January 2000 - June 2012
Bank of America January 2001 - March 2008
Skills
Databases, Database Marketing, Relational Databases, Data Mining, Market Intelligence, Data Management, SharePoint, Asset Allocation, Mutual Funds, Equities, Fixed Income, Investment Strategies, Competitive Analysis, Series 7, Asset Management, Access, Microsoft SQL Server, Analytics, Alternative Investments, Investments
Education
Berklee College of Music
Professional Music
Columbia Threadneedle Investments, US August 2014 - Present
Ameriprise Financial Services, Inc. May 2013 - Present
Geek Squad October 2011 - October 2012
Bank of America January 2009 - July 2009
Year Up January 2008 - January 2009
Year Up 2008 - 2009
Skills
Oracle SQL Developer, Visual C++, Visual Basic, HTML, Dreamweaver, OS Virtualization, VMware Workstation, Troubleshooting, Microsoft Office 2010, Customer Service, Microsoft SharePoint..., ServiceNow IT Service..., SCCM, MS Operating System, Technical Support, SharePoint, Help Desk Support, Software Installation, Active Directory, Hardware, VMware, Operating Systems, Windows, Computer Hardware, System Deployment, Laptops, Printers, Windows 7, Outlook, Computer Repair, Blackberry, Blackberry Enterprise..., Citrix, C, OS X, VPN, Microsoft Office, PowerPoint
Education
UMass Boston 2013 — 2015
Bachelor's degree, Information Technology Project Management, A
Bunker Hill Community College 2010 — 2013
Associates in Science, Information Technology, 3.3
Cambridge College 2008 — 2009
Certificate of Completion, Computer Technology/Computer Systems Technology, 3.7
Columbia Threadneedle Investments, US January 2006 - Present
American Express Funds and Annuities August 2004 - December 2005
American Express Financial Advisors February 2004 - August 2004
Skills
Certified Financial..., Series 7, Series 63, Series 65, Microsoft Excel, PowerPoint, Microsoft Word, Salesforce.com, Zephyr Style Advisor, Morningstar, Public Speaking, Marketing Budget..., Fusion, Richardson
Education
Oklahoma State University
Master of Science (M.S.)
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.)
Columbia Threadneedle Investments, US December 2011 - Present
Columbia Threadneedle Investments, US July 2007 - December 2011
Columbia Threadneedle Investments, US January 2007 - July 2007
Ameriprise Financial Services, Inc. August 2006 - December 2006
Skills
Asset Management, Mutual Funds, Model Portfolios, Portfolio Management, Investments, 401k, IRAs, Equities, Fixed Income, 401k Rollovers, Roth IRA, 529 Plans, Alternative Investments, Asset Gathering, Series 7, Asset Allocation
Education
Concordia University 2000 — 2004
Bachelor of Arts (B.A.)
Columbia Threadneedle Investments, US November 2007 - Present
Boston Red Sox September 2003 - March 2011
Anheuser Busch December 2006 - May 2007
Northwestern Mutual May 2007 - 2007
Skills
Series 7, Investment Management, Investments, Portfolio Management, Mutual Funds, Wealth Management, Asset Management, Finance, Public Speaking, Uniform Combined State..., Customer Service, Sales Management, Zephyr, Morningstar, Analytics, Asset Managment, Asset Allocation, Fixed Income, Financial Services, Investment Strategies, Securities, Zephyr Analytics, Customer Relations, Series 66
Education
Northeastern University
Bachelor of Science, International Business
Columbia Threadneedle Investments, US January 2011 - Present
Columbia Management May 2010 - January 2011
RiverSource Distributors Inc. October 2006 - May 2010
RiverSource Distributors, Inc. January 2009 - May 2009
RiverSource Distributors, Inc. October 2006 - December 2008
Ameriprise Financial with the practice of Michelle Young January 2006 - October 2006
Ameriprise Financial March 2005 - January 2006
American Express Financial Advisors October 2003 - March 2005
Skills
Series 7, Series 66, Mutual Funds, Wholesaling
Education
Kalamazoo College 1999 — 2003
BA, Economics, Business/Finance, Sociology
Grosse Ile High School
Cambridge Associates July 2014 - Present
Donahue's Disciples 2011 - May 2014
Columbia Threadneedle Investments, US June 2013 - August 2013
State Street Bank June 2012 - August 2012
Skills
Microsoft Office, Stata, Econometrics, Statistics, Oral & Written..., SPSS, Social Media Marketing
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics, English
Loomis Chaffee School 2006 — 2010
Columbia Threadneedle Investments, US December 2013 - Present
Columbia Management October 2012 - December 2013
Education, Inc April 2010 - December 2010
Geiger-Gibson Community Health Center October 2009 - April 2010
Skills
Time Management, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Multi-unit, Process Scheduler, Recruiting, Management, ServSafe, Data Entry, Expense Management, Travel Management, Meeting Planning, Business Continuity..., Business Partner Support, Executive Calendar...
Education
Bridgewater State College 2006 — 2009
Bachelor of Science (B.S.), Psychology
Columbia Threadneedle Investments, US September 2014 - Present
Fifth Third Bank May 2014 - September 2014
Fifth Third Securities November 2013 - May 2014
Fidelity Investments January 2013 - November 2013
Fidelity Investments November 2012 - December 2012
Fidelity Investments January 2012 - November 2012
State Street Bank July 2011 - January 2012
State Street Corporation June 2010 - August 2010
Education
Flagler College 2008 — 2011
2011Bachelors of Art, Business Administration
Columbia Threadneedle Investments, US January 2014 - Present
Columbia Management May 2011 - January 2014
Columbia Management January 2009 - May 2011
Columbia Management July 2008 - January 2009
Skills
Institutional Sales, Business Development, Investment Management, Institutional..., Asset Allocation, Equities, Fixed Income, Defined Benefit, Defined Contribution, Mutual Funds, Series 7, Series 66, Series 3, Investments, Separately Managed..., Fee Schedules, Endowment Funds, Pension Funds
Education
Union College
Bachelor’s Degree, Managerial Economics
Rivers School
Columbia Threadneedle Investments, US January 2011 - Present
MFS Investment Management July 2000 - January 2011
Education
University of Massachusetts, Amherst
Boston College
MS
Columbia Threadneedle Investments, US January 2007 - Present
Eaton Vance Management June 2005 - December 2006
Putnam Investments October 2003 - June 2005
Skills
Fixed Income, Series 7, Series 63, Series 3, High Yield, Product Development, Product Management, New Business Development, Institutional Sales, Presentation Development, Sales Presentations, Chartered Financial..., Portfolio Management, Equities, Bonds, Marketing Strategy, Institutional..., Investments, Investment Strategies, Alternative Investments, Asset Management
Education
Bowdoin College 1999 — 2003
BA, Economics & English
MICDS 1991 — 1999
Columbia Threadneedle Investments, US August 2015 - Present
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial December 2007 - March 2013
Franklin Templeton Investments 2007 - 2008
Franklin Templeton Investments September 2006 - November 2007
Skills
Investment Accounting, Fund Accounting, Mutual Funds, Bonds, People Management, Equities, Bloomberg, Asset Management, Capital Markets, Fixed Income, Back Office, Fund Of Funds, Derivatives, Financial Reporting, Corporate Actions, Reconciliation, Employee Hiring, performance management, Securities, Account Reconciliation, Accounting, Hedge Funds, Analysis, Financial Services, Auditing
Education
2008US TaxationDevry University 2007 — 2015
2006B, Taxation
Osmania University 2003 — 2006
B.com, Commerce
Wesley degree college 2003 — 2006
Degree; B.Com, Computers
Columbia Threadneedle Investments, US July 2013 - Present
Education
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Science (M.S.), Finance
Johnson & Wales University
Bachelor of Science (B.S.), Financial Services & Management
Columbia Threadneedle Investments, US January 2011 - Present
ASPPA Benefits Council - Great Northwest October 2014 - Present
Kforce Inc. 2009 - 2010
Fidelity Investments 2004 - 2009
Horizon Beverage Company 1996 - 2002
Skills
Series 7, Series 6, Series 63, Series 65, Investments, Mutual Funds, 401k, ERISA, Defined Contribution, Defined Benefit, Retirement Planning, Retirement, Strategic Financial..., Wealth Management, Financial Services, Asset Managment, Securities, Investment Advisory, Asset Management, Asset Allocation
Education
Bryant University 2000 — 2008
BSBA, Accounting
Parametric May 2015 - Present
Columbia Threadneedle Investments, US May 2013 - May 2015
Wells Fargo Global Fund Services August 2011 - May 2013
J.P. Morgan September 2007 - August 2011
Davidson Kempner Capital Management LLC May 2007 - September 2007
Richards Kibbe & Orbe LLP May 2006 - May 2007
Skills
Equities, Banking, Loans, Trading, Fixed Income, Securities, Private Equity
Education
New York University
Bachelor of Arts (B.A.), English and American Literature
Columbia Threadneedle Investments, US January 2015 - June 2015
Columbia Management Investment Advisers, LLC (Formerly RiverSource Investments, LLC) January 2009 - March 2013
Babson Capital Management, LLC December 2004 - January 2009
Bellevue College January 2004 - October 2004
Sudden Printing September 2001 - January 2004
Western Washington University September 1997 - June 2001
Skills
Marketing, Marketing Communications, InDesign, Email Marketing, Illustrator, Graphic Design, Corporate Branding, Advertising, Marketing Strategy, PowerPoint, Dreamweaver, Layout, Asset Allocation, Leadership, Public Speaking, Digital Marketing, Event Planning, Adobe Creative Suite, Brand Development, Online Marketing, Omniture, Google AdWords, Google Analytics, Salesforce.com, Integrated Marketing, Social Media, Online Advertising, Project Management, Photoshop, Photography, Social Networking, Creative Strategy, Strategic Communications, Strategy, Marketing Management, Internal Communications, Brand Management, Interactive Marketing, B2B Marketing, Client Services, Market Research, Art Direction, Corporate Identity, Thought Leadership, CRM, Visual Communication, Strategic Partnerships, Financial Services
Education
Western Washington University 1997 — 2001
B.A., Graphic Design and Production
Cornell University
Marketing Strategy Certificate (In progress)
Columbia Threadneedle Investments, US July 2014 - Present
Gottex Fund Management January 2012 - June 2014
Gottex Fund Management January 2010 - December 2011
Gottex Fund Management March 2008 - December 2009
2100 Capital Group June 2006 - March 2008
2100 Capital Group June 2005 - June 2006
Skills
Quantitative Analysis, Fund Of Funds, Research, Hedge Funds, VBA, Quantitative Modeling, Bloomberg, Matlab, Equities, Asset Management, Investments, Excel, Risk Analysis, Alternative Investments, Quantitative Finance, Portfolio Management, Monte Carlo Simulation, Asset Allocation, Due Diligence, Portfolio Optimization, Derivatives, Financial Modeling, Risk Management, Hedging, Statistics, Trading Systems, Asset Managment, Quantitative Analytics, Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
Msc, Finance
Bentley University 2002 — 2005
Bsc, Economics-Finance
John P. Stevens High School 1998 — 2002
Columbia Threadneedle Investments, US November 2013 - Present
State Street Bank November 2012 - November 2013
State Street Bank September 2011 - November 2012
Five Star Quality Care July 2006 - September 2011
Skills
Microsoft Excel, Mutual Funds, Microsoft Office, Valuation, Outlook, Bloomberg, Fixed Income, Equities, PowerPoint, Time Management, Microsoft Word, Reuters, S&P, Economics, Fair Value, Pricing, Bloomberg Terminal, Financial Modeling
Education
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Weymouth High School 2003 — 2007
Emory University Goizueta Business School August 2013 - May 2015
Johnson & Johnson Vision Care June 2014 - August 2014
Columbia Threadneedle Investments, US October 2008 - July 2013
Strategic Financial Partners June 2007 - October 2008
Ameriprise Financial Services, Inc. November 2005 - June 2007
Skills
Mutual Funds, Leadership, Investments, Sales, Marketing, Management, Portfolio Management, Finance, Sales Operations, Strategy, Strategic Planning, Business Development, Business Strategy, Small Business, Financial Advisory, Networking, Salesforce.com, Marketing Strategy, Financial Analysis, Financial Modeling, Data Analysis, Project Management
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Marketing- Brand Management
Boston College 2001 — 2005
Bachelor of Arts (BA), Economics
Università Commerciale 'Luigi Bocconi' / Bocconi University 2004 — 2004
Economics
Columbia Threadneedle Investments, US April 2015 - Present
Fidelity Investments October 2013 - April 2015
Music Teacher January 2012 - August 2013
BMG Chrysalis June 2012 - August 2012
Guitar Sam's August 2010 - January 2011
Education
Berklee College of Music
B.M., Music Business/Management; Guitar Principle
University of Vermont (2009-2010) 2009 — 2010
History
Columbia Threadneedle Investments, US November 2006 - Present
Mercer 2001 - 2006
Putnam Investments 1996 - 2001
Skills
Investments, Mutual Funds, Asset Allocation, Retirement Planning, Securities, Asset Management, Fixed Income, Hedge Funds, Foreign Languages, Asset Managment, Notary Public, Equities, 401k, Pensions, Access, ERISA, Retirement, FINRA, Anti Money Laundering, Due Diligence, Series 6, Series 63, Series 7, Salesforce Administrator, Oracle Universal..., Procedure Review, Defined Contribution, Defined Benefit, Health & Welfare..., Regulatory Policy, Contract Management, Qualified Retirement..., Global Investment..., Project Management, GIPS Compliance, SEC filings, Private Placements, HIPAA, Seibel, Citrix, PeopleSoft
Education
Eastern Nazarene College
Columbia Threadneedle Investments, US June 2015 - Present
Beachhead Capital Management, LLC November 2013 - June 2015
Gottex Fund Management March 2010 - November 2013
Fidelity Investments 2008 - 2010
NEPC 2002 - 2007
Cambridge Associates 2000 - 2002
Advent International 1998 - 2002
Skills
Asset Managment, Portfolio Management, Hedge Funds, Institutional..., Alternative Investments, Series 7, Equities, Mutual Funds, Investment Strategies, Investments, Asset Management, Investment Management, Risk Management, Private Equity, Asset Allocation
Education
University of New Hampshire 1992 — 1997
Bachelor of Arts (B.A.), American History (United States)
Boston University - School of Management
Certified Financial Planner Program, Financial Planning
LPL Financial June 2015 - Present
Columbia Threadneedle Investments, US March 2014 - April 2015
GTECH S.p.A. June 2013 - August 2013
M-F Athletic Company & Perform Better June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Finance, Financial Analysis, PowerPoint, Morningstar, Java, Atlas, Performance Attribution, Portfolio Performance..., SAP, SAP BPC, Python, SQL
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor's Degree, Business Administration - Finance
Moses Brown School 2007 — 2011
High School
Columbia Threadneedle Investments, US March 2002 - Present
Skills
Series 7, Series 65
Education
Clemson University 1994 — 1998
BS, Economics
Columbia Threadneedle Investments, US June 2015 - Present
Hickey's Wine and Spirits May 2013 - May 2015
Robert H. Smith School of Business, University of Maryland August 2014 - December 2014
CW Capital Investments LLC December 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Public Speaking, Social Media, English, Real Estate Financing, Financial Reporting, Finance, Business
Education
University of Maryland College Park 2012 — 2016
Bachelor of Science (B.S.), Finance, General
University of Maryland College Park
Goldman Sachs August 2015 - Present
Columbia Threadneedle Investments, US August 2004 - August 2015
Columbia Management November 1999 - July 2004
Pioneer Investments 1998 - 1999
Skills
Series 7, Investments, Mutual Funds, Series 63, Asset Allocation, Retirement Planning, Wealth Management, Asset Management, Portfolio Management, Financial Services, Series 6
Education
East Tennessee State University 1989 — 1994
BBA, Marketing
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
Columbia Threadneedle Investments, US August 2015 - Present
SIMOS Insourcing Solutions June 2014 - August 2014
Incontro Restaurant May 2013 - May 2014
Ninety Nine Restaurants May 2012 - August 2012
Dunkin' Brands May 2010 - May 2011
Skills
Inventory Management, Microsoft Word, Microsoft Excel, PowerPoint, Food Safety, Customer Service, Data Analysis, Teamwork, Public Speaking
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Columbia Management May 2010 - Present
Columbia Threadneedle Investments, US July 1996 - Present
RiverSource July 1996 - May 2010
Skills
CFP, ChFC, CMFC, Certified Financial..., Series 7, Series 63, Series 66, Wholesale, Uniform Combined State..., Asset Allocation, Separately Managed..., ETFs, Mutual Funds, Series 6, Retirement, Series 24, Investments, Financial Planning, Retirement Planning, Asset Management, FINRA, Financial Services
Education
University of St. Thomas 2009 — 2010
Mini Masters, Management
St. Cloud State University 1983 — 1988
BS, Finance, General
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
Realty Capital Securities October 2014 - Present
Columbia Threadneedle Investments, US April 2008 - October 2014
Bank of America April 2008 - April 2010
Citi May 2005 - April 2008
UBS April 2000 - May 2005
UBS PaineWebber April 2000 - May 2005
New York Life Insurance Company 1998 - 2000
Connecticut Superior Court January 1997 - June 1997
Skills
Securities Regulation, Investments, Equities, AML, Securities, Financial Services, Hedge Funds, Asset Management, Mutual Funds, FINRA, Investment Management, Alternative Investments, Litigation, Corporate Law, Financial Risk, Corporate Governance, Financial Regulation, SEC, Due Diligence, Risk Management, International Compliance, Institutional..., Series 7, Derivatives, Series 24, Regulatory Affairs, Broker-Dealer, Institutional Investors, Securities Law, ERISA, UCITS, Private Placements, Product Development, Distribution Compliance, Wealth Management..., FCPA, Social Media Compliance, Cross Border, Government Markets, eComm/InfoSec, Pay to Play Rules, CFTC/NFA Compliance, FinCEN OFAC, SAS70, SSAE 16, JOBS Act (Jumpstarting..., Capital Markets
Education
St. John's University School of Law 1996 — 1998
Juris Doctor, Law
Northeastern University
BS, Pre-Law, CJ & Political Science
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
Columbia Threadneedle Investments, US March 2015 - Present
Columbia Threadneedle Investments, US January 2011 - March 2015
BNI Newton Connectors March 2010 - January 2011
Baystate Financial Services September 2009 - January 2011
The Country Club, Brookline May 2001 - August 2009
Baystate Financial Services June 2008 - August 2008
Dale Carnegie Training June 2008 - August 2008
Skills
Series 6, Series 7, Series 63, Series 66
Education
Elon University 2005 — 2009
BS, Business Administration: Finance; Minor: Economics
Elon University - Martha and Spencer Love School of Business 2005 — 2009
BS, Business Administration: Finance; Minor: Economics
Brookline High School 2001 — 2005
Columbia Threadneedle Investments, US April 2013 - Present
Columbia Management May 2010 - April 2013
Columbia Management November 2006 - May 2010
Skills
Mutual Funds, Product Management, Capital Markets, Investments, Equities, Convertible Securities, Asset Management, Sales, Sales Management, Sales Presentations, Series 7, Series 24, Series 63, FactSet, Morningstar
Education
Elon University 2001 — 2005
Bachelor of Science (BS), Finance
Columbia Threadneedle Investments EMEA APAC July 2012 - Present
Columbia Threadneedle Investments, US October 2004 - July 2012
Columbia Management April 2004 - October 2004
Columbia Management March 2000 - April 2004
Columbia Managment May 1998 - March 2000
Skills
Investments, Mutual Funds, Portfolio Management, Asset Allocation
Education
Rensselaer Polytechnic Institute 1999 — 2001
Masters of Science, Finance
University of Connecticut 1993 — 1996
Bachelor of Science, Business Management
Rensselaer Polytechnic Institute
Master of Science, Finance
University of Connecticut
Bachelor of Science, Business Management
Columbia Threadneedle Investments, US June 2013 - Present
Franklin Templeton Investments December 2010 - June 2013
Franklin Templeton Investments February 2008 - December 2010
Franklin Templeton Investments February 2007 - February 2008
Skills
Mutual Funds, Series 7, Series 6, Separately Managed..., Series 63, Retirement Planning, Asset Allocation, Investments, 401k, Securities
Education
Florida State University 2002 — 2005
BA
Northside Christian High School 1996 — 1999
Columbia Threadneedle Investments, US October 2012 - Present
Columbia Management September 2007 - September 2012
BlackRock January 2006 - February 2007
Education
Hobart and William Smith Colleges 2002 — 2005
Bachelor of Arts (B.A.), Economics
The Williston Northampton School 2000 — 2001
Winchester High School 1996 — 2000
Columbia Threadneedle Investments, US December 2014 - Present
Merrill Communications November 2001 - December 2013
Liberty Enterprises 1998 - 2000
Investment Advisers, Inc. (IAI) September 1995 - March 1998
Skills
Illustrator, Layout, Graphic Design, Graphics, QuarkXPress, Adobe Creative Suite, Brochures, Mac, Photoshop, Direct Mail, Flash, Photography, HTML, Marketing, Multimedia, Account Management, Posters
Education
St. Cloud State University 1980 — 1985
Bachelors, Marketing, Mass Communications
Henry Sibley 1978 — 1980
Columbia College Chicago
Film
Columbia Threadneedle Investments, US September 2011 - Present
BNY Mellon February 2010 - September 2011
BNY Mellon March 2008 - February 2010
Welch and Forbes LLC February 2007 - March 2008
Education
Francis Marion University 2003 — 2006
Bachelor of Business Administration (BBA), Economics
AssetMark September 2015 - Present
Curian Capital September 2005 - August 2015
Curian Capital January 2003 - September 2005
Columbia Threadneedle Investments, US May 2002 - January 2003
First Investors January 2001 - May 2002
Charles Schwab March 2000 - January 2001
Skills
Separately Managed..., Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Series 63, Series 65, Financial Services, Asset Management, Salesforce.com, Wealth Management, Investments, Retirement Planning, New Business Development, Alternative Investments, Securities, Financial Planning, Wholesale
Education
Kansas State University 1994 — 1998
Bachelor of Business Administration (BBA), Human Resources Management and Services
Concordia High School 1990 — 1994
HS Diploma
Sentinel Investments June 2015 - Present
Columbia Threadneedle Investments, US June 2011 - June 2015
Standard & Poor's April 2007 - May 2011
Standard & Poor's May 2005 - April 2007
Standard & Poor's May 2003 - April 2005
PIMS New York, Inc. August 2000 - April 2003
Madison Square Garden 1999 - 2000
Skills
Fixed Income Analysis, Mutual Funds, Credit Analysis, Public Finance, Ratings, Financial Services, Bloomberg, Charter Schools, Power, Utilities, State Taxation, Valuation, Asset Allocation, Management
Education
Marist College 2006 — 2008
Master of Arts
Marist College 1996 — 2000
Bachelor of Arts
Saratoga Central Catholic H.S./St. Peter's Academy 1992 — 1996
Columbia Threadneedle Investments, US November 2013 - Present
Ameriprise/Columbia Management February 2012 - November 2013
EF English First Jakarta April 2010 - April 2011
Minnesota State Colleges and Universities August 2008 - August 2009
T-Mobile May 2004 - September 2007
Skills
Data Analysis, Visio, Microsoft Word, Change Management, Business Analysis, Process Improvement, Curriculum Development, PowerPoint, Microsoft Excel
Education
Bethel University 2009 — 2012
MA, Education
Bethel University 2002 — 2005
BA, Business Marketing, International Business
Columbia Threadneedle Investments, US August 2015 - Present
F-Squared Investments June 2014 - March 2015
State Street Global Advisors August 2010 - June 2014
Putnam Investments August 2007 - August 2010
Putnam Investments January 2003 - August 2007
Putnam Investments April 1999 - January 2003
Skills
Mutual Funds, Equities, Fixed Income, Financial Services, Product Management, Hedge Funds, Alternative Investments, Product Development, Marketing Strategy, Product Marketing, FINRA, Securities, Product Launch, Hedge Fund Marketing, Institutional Marketing, Alternatives, Closed-end Funds, ETFs, Marketing, Asset Management, Investment Management, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Finance
Hobart and William Smith Colleges 1989 — 1993
B.A, Economics, French
Columbia Threadneedle Investments, US October 2013 - Present
John Hancock Financial Services June 2011 - March 2013
John Hancock Financial Services December 2008 - June 2011
John Hancock Financial Services July 2004 - December 2008
Manulife Financial June 2000 - July 2004
Skills
Investments, Mutual Funds, Retirement, 401k, Financial Services, Series 6, Wealth Management, Relationship Management, Retirement Planning, Insurance, Strategic Financial..., Life Insurance, Competitive Analysis, Pensions, Asset Allocation, Financial Analysis, Fixed Annuities, Strategic Planning, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Financial Services Competitive Strategy
Quinnipiac University 1993 — 1997
BS, International Marketing; minoring in Spanish, French
Columbia Threadneedle Investments, US June 2015 - Present
The Krause Fund August 2014 - December 2014
University of Iowa Libraries January 2014 - December 2014
RBC Wealth Management June 2014 - August 2014
Phi Delta Theta Fraternity November 2012 - January 2014
Skills
Time Management, Social Networking, Recruiting, Leadership, Financial Analysis, Financial Modeling, Event Planning, Public Relations, Marketing, Psychology, Event Management, Fundraising, Social Media Marketing, Team Leadership, Networking, Sales, Community Outreach, Outlook, Access
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Columbia Threadneedle Investments, US August 2015 - Present
Putnam Investments May 2014 - July 2015
Putnam Investments November 2013 - May 2014
Education
Stonehill College 2009 — 2013
Bachelor of Science (BS), Finance
Xaverian Brothers High School 2005 — 2009
High School
Columbia Threadneedle Investments, US June 2015 - Present
Columbia Threadneedle Investments, US June 2014 - August 2014
State Street Corporation June 2013 - August 2013
Skills
Accounting, Finance, Microsoft Excel, Microsoft Office, Invoicing, Financial Analysis
Education
Bentley University 2011 — 2015
Corporate Finance and Accounting
Notre Dame Academy, Hingham, MA 2007 — 2011
Columbia Threadneedle Investments, US December 2013 - Present
Columbia Management September 2011 - December 2013
Putnam Investments July 2008 - September 2011
UBS Investment Bank June 2007 - August 2007
ING Investment Management May 2006 - August 2006
Skills
Accounting, Analysis, Banking, Bloomberg, Capital Markets, Due Diligence, Equities, Equity Research, Equity Valuation, Finance, Financial Modeling, Financial Services, Hedge Funds, Investment Management, Investments, Management, Portfolio Management, Valuation
Education
The University of Connecticut School of Business 2004 — 2008
B.S., Finance, Mathematics Minor
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
Columbia Threadneedle Investments, US 2011 - Present
IBM 2011 - 2011
The Education Resources Institute, Inc. (TERI) 2007 - 2010
KeyBank 2000 - 2007
Charles Schwab 1999 - 2000
Scudder Kemper Investments 1997 - 1999
MetLife Financial Services 1997 - 1997
Skills
Candidate for Microsoft..., Asset Management..., Marketing Communications, Fixed Income Strategies, Consultative Selling, Sales Process and..., New Business Development, Account Management, Investments, Territory, Negotiation, Marketing, Strategic Partnerships, Asset Managment, Sales Process, Direct Marketing, Selling, Key Account Management, Portfolio Management, Financial Services, Strategic Planning, Sales Operations, Sales Management, Market Analysis, Leadership, Training, Finance, Entrepreneurship, Relationship Management, Analytics, Project Planning, Sales Presentations, Leadership Development, Start-ups, Strategy, Salesforce.com, Outsourcing, Business Strategy, Credit, Management, Marketing Strategy, Business Development, Online Marketing, Banking, CRM, Mutual Funds, Sales, Product Marketing, Competitive Analysis, Email Marketing
Education
Boston University Questrom School of Business 1991 — 1995
BS/BA
Columbia Threadneedle Investments, US December 2014 - Present
Cetera Investment Services September 2013 - December 2014
Preferred Credit, Inc. April 2012 - August 2013
Ruhland Law Office/Douglas Ruhland Realty May 2009 - May 2012
Skills
Customer Service, Sales, Teamwork, Public Speaking, Microsoft Excel, Accounting, Team Leadership, Retail, Marketing, Leadership, Data Entry, Market Research, Management, Social Media, Research, PowerPoint, Microsoft Office, Microsoft Word, Budgets, Outlook, Access, Finance, Inventory Management, Social Networking, Higher Education, Equities, Financial Analysis, Financial Reporting, Financial Modeling, Managerial Finance, Economic Policy
Education
St. Cloud State University 2012 — 2014
Master of Business Administration (M.B.A.), Economics emphasis, GPA: 3.50
St. Cloud State University 2007 — 2011
Bachelor of Science, Finance
Columbia Threadneedle Investments, US July 2011 - Present
Skills
Asset Allocation, Bloomberg, Fixed Income, Mutual Funds, Asset Management, Equities, Financial Analysis, Financial Services, Investments, Securities
Education
Boston University 2003 — 2007
Bachelor, Economics, Statistics, Business Administration
Columbia Threadneedle Investments, US August 2015 - Present
Columbia Threadneedle Investments August 2014 - August 2015
Columbia Management Investment Advisers, LLC May 2013 - July 2014
Columbia Management Investment Advisers, LLC November 2012 - May 2013
Loomis, Sayles & Company June 2012 - October 2012
Wellington Management January 2010 - December 2011
Wellington Management October 2005 - December 2009
Wellington Management June 2005 - September 2005
Northwestern Mutual September 2004 - May 2005
Skills
Marketing Communications, Corporate Events, Institutional Marketing, Strategic & Tactical..., Investment Marketing
Education
Providence College 2001 — 2005
English, Business Studies
Columbia Threadneedle Investments, US March 2010 - Present
John Hancock Life Insurance Company (U.S.A.) November 2006 - May 2009
Merrill Lynch June 2004 - October 2006
Merrill Lynch June 2003 - August 2004
Skills
FINRA, Series 7, Finance, Retirement Planning, Asset Allocation, Mutual Funds, Financial Services, Retirement, Series 65, Securities, Series 6, 401k, Wealth Management, Series 63, Separately Managed..., Uniform Combined State...
Education
University of Kentucky 2000 — 2004
B.B.A., Double Major in Finance and Marketing
Columbia Threadneedle Investments, US April 2014 - Present
Columbia Management November 2013 - April 2014
Oracle May 2013 - December 2013
Brown Brothers Harriman January 2011 - May 2013
Skills
Market Research, Sales, Access, Microsoft Office, Teamwork, Goal Oriented, Self Driven, Customer Engagement, Solution Selling, SaaS, Fixed Income, Software Documentation, Series 7, Series 63, Documentation, Database Administration, Series 65, Customer Service, Salesforce.com
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
Bachelor of Business Administration, Management
Concord Carlisle HS 2002 — 2006
Columbia Threadneedle Investments, US September 2015 - Present
United States Bankruptcy Court, District of Massachusetts September 2014 - May 2015
Rhode Island Office of the Attorney General May 2014 - August 2014
Rhode Island Legal Services January 2012 - March 2013
Skills
Legal Research, Legal Writing, Litigation, Civil Litigation, Corporate Law, Microsoft Office, Research, Courts, Commercial Litigation, Public Speaking, Westlaw, Legal Assistance, Family Law, Dispute Resolution
Education
Suffolk University Law School 2011 — 2015
Juris Doctor (J.D.), Business Law and Financial Services, with distinction
University of Rhode Island 2005 — 2010
Bachelor's Degree, Communication Studies, Minor in Business
Columbia Threadneedle Investments, US August 2015 - Present
Travelers June 2015 - September 2015
Alumni Hall Stores August 2013 - January 2014
Oxboro Family Chiropractic November 2012 - August 2013
Massage Retreat and Spa January 2012 - November 2012
Skills
Administrative Work, Temporary Staffing, Recruiting, Accounts Payable, Contract Recruitment, Payroll, Accounts Receivable, Outlook, Accounting, Account Reconciliation, Leadership, Customer Service, Staffing Services, Office Management, Microsoft Excel, Microsoft Office, Auditing, Management, Workers Compensation, Social Media, Sales, Blogging
Education
Columbia College 2007 — 2010
Pursuing Associate, Business
University of Missouri-Columbia 2006 — 2009
Columbia Threadneedle Investments, US May 2015 - Present
Columbia Threadneedle Investments, US June 2014 - May 2015
Brown Brothers Harriman May 2013 - June 2014
Brown Brothers Harriman August 2008 - May 2013
Enterprise Rent-A-Car June 2007 - December 2007
Skills
Sales, Mutual Funds, Excel
Education
Northeastern University 2013 — 2014
Graduate Certificate of Advanced Study in Management, Graduate Certificate in the Advanced Study of Management
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor of Science, Finance
Columbia Threadneedle Investments, US June 2002 - Present
BNY Mellon July 1998 - June 2002
Skills
Financial Services, Risk Management, Management, Portfolio Management, Team Leadership, Customer Service, Equities, Business Analysis, Banking, Relationship Management, Asset Management, Mutual Funds, Bloomberg, FactSet, Longview, Event Planning, Mentoring, Peer Mentoring, Leadership Development
Education
Mercy College
Business Administration and Management, General
Columbia Threadneedle Investments, US May 2015 - Present
IBG Financial Partners, LLC March 2012 - May 2015
Morgan Stanley Smith Barney May 2009 - March 2012
UBS Wealth Management March 2008 - May 2009
A.G. Edwards & Sons, Inc. 2007 - 2008
Skills
Retirement Planning, Investments, Series 7, Strategic Financial..., Financial Advisory, Finance, 401k, Mutual Funds, Alternative Investments, Asset Allocation, Series 66, Series 31
Education
Amherst College 2003 — 2007
Bachelor of Arts, Political Science
Deutsche Asset and Wealth Management 2011 - 2014
Columbia Threadneedle Investments, US 2007 - 2011
U.S. Trust 2004 - 2007
Citigroup Asset Management 2002 - 2004
Citi 2001 - 2001
Siemens UGS PLM Software/Formerly Structural Dynamics Research Corp. 1996 - 2000
Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Alternative Investments, Quantitative Finance, Risk Management, Asset Allocation, Portfolio Optimization, Trading, Financial Modeling, Investment Strategies, Investment Management, Derivatives, Equity Derivatives, ETFs, Quantitative Analytics, Asset Managment, Bonds, Capital Markets, Financial Markets, Options, Trading Systems, Relationship Management, Relationship Development, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2002
Master of Business Administration (M.B.A.)
Vanderbilt University
MS, Ph.D. Candidate (ABD)
Renmin University of China
Columbia Threadneedle Investments, US October 2014 - Present
Fidelity Investments March 2014 - October 2014
Fidelity Investments May 2013 - January 2014
Sandler Training January 2013 - May 2013
American Trust Mortgage, Inc. January 2012 - August 2012
Skills
Microsoft Excel, Finance, Microsoft Office, Customer Service, Sales, Public Speaking, Negotiation, New Business Development, Access, Financial Analysis, PowerPoint, Mutual Funds, Banking, Financial Statements, Accounting, Time Management
Education
Salem State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Economics Minor
Marblehead High School 2005 — 2009
Columbia Threadneedle Investments, US July 2013 - Present
Columbia Threadneedle Investments, US June 2012 - July 2013
Columbia Threadneedle Investments, US June 2011 - August 2011
Skills
Equities, Social Media, Series 7, Investments
Education
Middlebury College 2008 — 2012
Columbia Threadneedle Investments, US November 2011 - Present
Elevation Church June 2011 - Present
VIP Homes and Properties 2008 - 2011
Artbeads.com 2005 - 2006
Skills
Microsoft Excel, Process Improvement, Access, Customer Service, Microsoft Office, Outlook, Microsoft Word, Risk Management, PowerPoint, Business Analysis, Sales, Financial Analysis, Analysis, Salesforce.com
Education
Central Piedmont Community College 2014 — 2017
Business Administration
Columbia Threadneedle Investments, US August 2007 - Present
Legg Mason June 2005 - August 2007
SMITH BARNEY April 2001 - April 2005
SMITH BARNEY October 1999 - April 2001
Skills
Investments, Series 7, Mutual Funds, Alternative Investments, Wealth Management, Separately Managed..., Asset Allocation, 401k, Asset Management, Financial Services, Retirement Planning, Equities, Portfolio Management, Investment Strategies, Investment Advisory, Fixed Income, Retirement, Sales, Series 66
Education
Columbia University in the City of New York 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Columbia Threadneedle Investments, US May 2015 - Present
BAI Financial (LPL Financial) September 2012 - April 2015
Arlen Corporation (AIG / Royal Alliance & Associates) April 2003 - September 2012
Providence Partners (Raymond James) May 2000 - April 2003
Skills
Compliance, FINRA, SEC, Broker-Dealer, SEC filings, Securities, Financial Services, Financial Audits, Investments, Mutual Funds, Microsoft Office, Analysis, Editing
Education
Rhode Island College 1996 — 2000
Bachelors of Arts, English
Columbia Threadneedle Investments, US September 2007 - Present
State Street Global Advisors June 2006 - September 2007
State Street Analytics July 2004 - June 2006
State Street Bank and Trust June 2002 - June 2004
Merrill Lynch Advisers June 2001 - August 2001
Skills
Asset Management, Investments, Fixed Income, Portfolio Management, Equities, Client Relationship..., Client Service, Client Development, Team Motivator, Public Speaking, Bloomberg, Finance, Hedge Funds, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA, Asset Management
Boston College 1998 — 2002
BA, Economics
Columbia Threadneedle Investments, US May 2015 - Present
Clearview Audio October 2014 - December 2014
480 Biomedical, Inc. January 2014 - June 2014
Quechee Alpine Race Team November 2012 - April 2013
Organogenesis Inc. April 2012 - June 2012
Skills
SolidWorks, AutoCAD, C++, Microsoft Office, PowerPoint, Matlab, Data Analysis, Social Media, Public Speaking, Research, Teamwork, Strategic Planning, Sales, Event Planning, Team Leadership, Marketing Strategy, Time Management, Fundraising, Problem Solving, Customer Service, Engineering, Product Development, Leadership
Education
Northeastern University 2012 — 2017
Bachelor's Degree, Accounting and Finance
Columbia Threadneedle Investments, US April 2015 - Present
Next Step Living February 2015 - Present
Northeastern University January 2013 - Present
Club Monaco December 2014 - January 2015
The Protestant Guild for Human Services April 2014 - December 2014
Jumpstart January 2014 - May 2014
Northeastern University January 2014 - April 2014
RuffaloCODY June 2013 - February 2014
Boston Bar Association June 2013 - December 2013
EXPRESS July 2012 - October 2013
Skills
People-oriented, Fundraising, Sales, Marketing Strategy, Public Relations, Social Media, Nonprofits, Psychology, Event Planning, Youth Development, Child Development, Office Skills, Organization, Interpersonal..., Telephone Skills, Volunteering, Community Outreach, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Salesforce.com, Research, Social Networking, Facebook, Customer Service, Teamwork, Time Management, Leadership, Training, Event Management
Education
Northeastern University 2011 — 2013
Bachelor's degree, Psychology
Portsmouth Abbey School 2007 — 2011
Columbia Threadneedle Investments, US June 2014 - Present
Columbia Threadneedle Investments, US October 2013 - June 2014
Delta Dental/DentaQuest March 2013 - October 2013
Health New England December 2010 - March 2013
Retiree Financial Services June 2010 - December 2010
Skills
Marketing, Customer Service, Sales, Health Insurance, Social Media, Microsoft Office, Microsoft Excel, Insurance, Salesforce.com, Public Speaking, PowerPoint, Public Relations, Outlook, Strategic Planning, Analysis, Management, Sales Process, Account Management
Education
Saint Anselm College 2006 — 2010
B.A., International Business, Economics
Columbia Threadneedle Investments, US November 2005 - Present
Fidelity Investments June 2000 - November 2005
Skills
Portfolio Management, Equities, Investments, Mutual Funds, Fixed Income, Asset Allocation, Asset Management, Alternative Investments, Series 7, Investment Management
Education
Babson College
Master of Business Administration (M.B.A.), Finance, General
Boston College
Bachelor's Degree, Economics
Fordham Prep
Columbia Threadneedle Investments, US April 2015 - Present
Columbia Management January 2008 - March 2015
Columbia Management January 2006 - December 2007
Putnam Investments October 2002 - October 2004
Skills
Mutual Funds, Investments, Asset Management, Equities, Fixed Income, Portfolio Management, Series 7, Asset Allocation, Series 63, Wealth Management, Securities, Financial Services, Trading, Investment Strategies, Capital Markets, Retirement Planning
Education
Suffolk University 1999 — 2002
Bachelor of Science (B.S.), Finance, General
Columbia Threadneedle Investments, US February 2015 - Present
Putnam Investments July 2014 - January 2015
State Street June 2013 - August 2013
State Street June 2012 - August 2012
Cohasset Golf Club June 2011 - August 2011
Skills
Fund Administration, Financial Services, Investments, Sports Marketing, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Social Media, Research, Fundraising, Leadership, Customer Service, Strategic Planning, Financial Analysis
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Political Science
St. Sebastian's School 2004 — 2010
Columbia Threadneedle Investments, US September 2015 - Present
Capstone Consulting June 2014 - July 2015
NCAA 2011 - 2015
Pittsburgh Penguins 2008 - 2013
Skills
Leadership, Unified Communications, Business Strategy, Microsoft Office, Stata, Regression Testing, People Skills, Economics, Baseball, Analysis, Sales, Salesforce.com
Education
The College of Wooster 2011 — 2015
Bachelor of Arts (BA), Business Economics
Bishop Canevin High School 2008 — 2011
Columbia Threadneedle Investments, US August 2013 - Present
Beth Israel Deaconess Medical Center October 2012 - August 2013
Puma November 2011 - October 2012
Plymouth Rock Assurance Corporation October 2010 - October 2011
Niketown Boston March 2005 - March 2010
Salve Regina University January 2009 - December 2009
Roca May 2008 - July 2008
Skills
Marketing, Web Marketing Strategy, Corporate Social Media, Word Press, Social Networking, Global Client Management, Leadership, Business Communications, Corporate Communications, Customer Service, Administrative Work, Raiser's Edge, Nonprofits, Marketing Communications, Social Media Marketing
Education
Salve Regina University 2009 — 2010
Master of Science (M.S.), Management
Salve Regina University 2005 — 2009
Bachelor of Arts (B.A.), English Communications, Minor Sports Management
Columbia Threadneedle Investments, US May 2015 - Present
Natixis Global Asset Management July 2007 - May 2015
Breath of Sun March 2011 - August 2011
RiverSource Investments (a division of Ameriprise Financial) June 2006 - June 2007
RiverSource Investments December 2003 - June 2006
Skills
Marketing Communications, Marketing Strategy, Integrated Marketing, Direct Marketing, Email Marketing, Marketing, Marketing Management, Strategic Communications, Digital Marketing, Corporate Communications, Product Marketing, Internal Communications, Strategic Planning, Social Media Marketing, Investments, Competitive Analysis, Online Advertising, Financial Services, Event Planning, Product Management, Strategy, Management, Leadership, Digital Media, Account Management, Business Strategy, E-commerce, Segmentation, Sales, Trusted Business Advisor, Business Excellence, Values-based Leadership, Trusted Business Partner
Education
Bentley University 2015 — 2015
User Experience Boot Camp
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Leading Innovation (Executive Education)
Thunderbird School of Global Management 2014 — 2014
Certificate, Global Leadership
Niralambaya Academy of Yogic Arts 2009 — 2010
200 Hour Yoga Teacher Certification
Duke University 2007 — 2007
Certificate, Center for Documentary Studies
University of St. Thomas
BA, Human Resources Management
University of St. Thomas - Opus College of Business
MBA, Business Communications
Columbia Threadneedle Investments, US February 2014 - Present
BlackRock September 2012 - February 2014
Elon University September 2008 - September 2012
UBS Wealth Management February 2011 - April 2011
Wequassett Inn Resort and Golf Club June 2010 - August 2010
Skills
Excel, PowerPoint, Microsoft Office, Word, Access, Microsoft Word, Social Media, Microsoft Excel, Sales, Management, Customer Service, Accounting, Financial Analysis
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
B.S.B.A., B.A., Finance, Economics
Columbia Threadneedle Investments, US July 2005 - Present
Columbia Threadneedle Investments, US January 2007 - April 2008
BlackRock 2004 - 2005
Putnam Investments 2001 - 2004
Bear Stearns 1998 - 1999
Skills
Mutual Funds, Separately Managed..., Retirement Planning, Relationship Management, Marketing Strategy, Sales, Sales Management, Salesforce.com, Zephyr Style Advisor, Morningstar, Fusion, Presenter, Sequoia, Series 7, Series 63, Series 24, Certified Financial..., Series 6, RIA, Broker-Dealer, Independent Financial..., Sales Presentations, Sales Process, Competitive Analysis, People Skills, Phone Skills, Selling Skills
Education
Boston University 2009 — 2011
Certified Financial Planner Program
Northeastern University 2003 — 2004
Graduate Certificate, Marketing Technologies
University of Massachusetts, Amherst 1994 — 1998
Woburn High School 1990 — 1994
Columbia Threadneedle Investments, US December 2013 - Present
Fidelity Investments February 2013 - November 2013
Fidelity Investments August 2012 - February 2013
U.S. Trust, Bank of America Private Wealth Management December 2009 - March 2012
Legal Wheels, Inc August 2007 - August 2009
Skills
Series 7, Series 63, Series 66, Finance, Uniform Combined State..., Portfolio Management, Private Banking, Financial Services, Mutual Funds, Asset Allocation, Investment Management, Relationship Management, Investment Advisory, Equities, Investment Strategies, Fixed Income, Series 65
Education
Liberty University 2009 — 2011
M.A, Professional Counseling
North Carolina State University 2003 — 2007
B.A, Sociology
Columbia Threadneedle Investments, US January 2014 - May 2015
Shortzilla LLC November 2012 - December 2013
TheStreet Ratings October 2010 - November 2012
Merrill Lynch June 2006 - October 2010
One Beacon Insurance January 2005 - June 2006
H&R Block Financial Advisors June 2001 - December 2004
Skills
Bloomberg, Factset, Fundamental Research, Equity Research, Stock Picking, Equity Valuation, Asset Management, Asset Allocation, Analysis, Qualitative Research, Quantitative Analysis, Quantitative Research, Excel, Financial Modeling, Financial Analysis, SEO, Website Development, CFA, Economics, SQL, Wordpress, Retirement Planning, Model Portfolios, Mutual Funds, Hedge Funds, Options, Technical Analysis, Competitive Analysis, Google Analytics, Factor Analysis, Chartered Financial..., Forensic Accounting, short selling, Short Sales, Long/Short Equity, Portfolio Management, Investments, Investment Management, Alternative Investments, Stocks, Microsoft Excel, VBA, DCF Valuation, Asset Managment, Quantitative Analytics, Finance, ETFs, Due Diligence, Equities, Valuation
Education
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1998
Bachelor of Arts (BA), Finance-Investments, 3.1
Xaverian Brothers High School 1991 — 1994
High School Diploma
Columbia Threadneedle Investments, US May 2010 - Present
RiverSource Distributors December 2005 - April 2010
Integrity Funds Distributor December 2004 - December 2005
American Express Financial Advisors June 2004 - December 2004
Eagle Asset Management December 1998 - June 2004
Heritage Asset Management October 1993 - January 1998
Eagle Asset Management June 1991 - October 1993
Skills
Series 7 and Series 66..., Formally trained in..., Portfolio Management, Series 7, Series 65, Fixed Income, Mutual Funds, ETFs, Fund Accounting, Business Development, Asset Allocation, Financial Advisory, Investments, Alternative Investments, Separately Managed..., Uniform Combined State..., Series 63, Series 24, Investment Strategies, Securities, Investment Management
Education
Auburn University 1989 — 1993
Bachelor of Science in Business Administration, Finance
Columbia Threadneedle Investments, US March 2015 - Present
Columbia Threadneedle Investments, US June 2013 - March 2015
Kortenhaus Communications September 2012 - December 2012
Citizens Bank June 2010 - September 2012
Verizon May 2009 - May 2010
Skills
Sponsorship Activation, Relationship Management, Strategic Planning, Executive Support, Internal Communications, Community Outreach, Public Relations, Communications Planning, Event Planning, Event Management, Corporate Communications, Marketing Communications, Strategic Communications, Corporate Events, Strategic Partnerships, Salesforce.com
Education
Emerson College 2008 — 2010
Master's Degree
University of Arizona 2004 — 2008
Bachelor's Degree
Columbia Threadneedle Investments, US November 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - November 2013
Wells Fargo Advisors November 2010 - March 2011
John Hancock February 2010 - September 2010
Edward Jones May 2008 - November 2009
Ceridian August 2006 - July 2007
Ceres Environmental Services, Inc. August 2005 - November 2005
Cargill November 1999 - August 2005
Skills
Series 7, Series 66, Hold Series 7, Investments, Strategic Financial..., Leadership, Process Improvement, Accounting, Analysis, Financial Analysis, Strategic Planning, Business Process..., Forecasting, Financial Planning, Portfolio Management, Banking, Retirement Planning, Cross-functional Team..., Customer Service, Financial Reporting, Roller Derby
Education
University of St. Thomas 2012 — 2019
Master of Business Administration (MBA), Accounting and Finance
Northwestern College 1995 — 1999
BA, Marketing
Georgetown University 1997 — 1997
Certificate, American Government and Politics (United States)
Columbia Threadneedle Investments, US April 2007 - Present
Education
Bryant University 2000 — 2004
Bachelor’s Degree, Business Management
Columbia Threadneedle Investments, US August 2014 - Present
Columbia Management October 2011 - August 2014
Columbia Management May 2011 - November 2011
Wells Fargo August 2010 - May 2011
Skills
Mutual Funds, Series 7, Asset Management, Portfolio Management, 401k, Retirement Planning, Retirement, Financial Services, Securities, Institutional Sales, Morningstar, FactSet, Equity Capital Markets, Alternative Investments
Education
Providence College 2006 — 2010
Bachelor of Science (BS), Finance, General
Macquarie University 2009 — 2009
Study Abroad Program - Spring Semester 2009, Finance, General
Columbia Threadneedle Investments, US April 2012 - Present
Pioneer Investments November 2007 - April 2012
State Street Bank & Trust December 2005 - February 2007
State Street Bank & Trust March 2007 - 2007
Boston Capital Corporation August 2005 - December 2005
Radius Capital Managament June 2004 - August 2004
Suffolk University May 2002 - June 2003
Norwegian Air Force September 2000 - December 2001
NATO Stabilization Forces (Peacekeeping) March 1999 - August 2000
Norwegian Air Force July 1991 - March 1999
Education
Boston University Questrom School of Business 2003 — 2005
MBA
Boston University Questrom School of Business 2003 — 2005
MS
Suffolk University - Sawyer Business School 2002 — 2003
BSBA
Columbia Threadneedle Investments, US December 2013 - Present
Columbia Management October 2007 - Present
Columbia Management October 2007 - July 2011
State Street Corporation/ Investors Bank and Trust May 2006 - October 2007
Brown Brothers Harriman 2000 - 2006
Skills
Mutual Funds, Bloomberg, Financial Services, Hedge Funds, Fixed Income, Equities, Alternative Investments
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2007
MBA
College of the Holy Cross 1996 — 2000
Columbia Threadneedle Investments, US June 2011 - Present
OFI Institutional Asset Management July 2006 - March 2011
OppenheimerFunds July 2006 - March 2011
Babson Capital Management 2004 - 2006
Eaton Vance 1999 - 2000
Skills
Hedge Funds, Investment Strategies, Portfolio Management, Capital Markets, Investment Advisory
Education
Saint Lawrence University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Columbia Threadneedle Investments, US January 2006 - Present
Fidelity Investments May 2003 - December 2005
Seattle Sonics & Storm Basketball September 1999 - May 2002
The Seattle Times August 1998 - March 2000
Business Wire 1996 - 1998
WBCN 1994 - 1995
Skills
Copywriting, Marketing, Marketing Communications, Editing, Editorial, Marketing Strategy, Microsoft Office
Education
Boston University
B.S., Communcaitons/Public Relations
Columbia Threadneedle Investments, US May 2010 - Present
Bank of America March 2008 - April 2010
Bank of America March 2006 - March 2008
Fidelity Investments - Mutual Fund Product October 2004 - March 2006
Fidelity Investments - Portfolio Advisory Services November 2000 - October 2004
Fidelity Investments January 2000 - November 2000
Fidelity Investments - Institutional Services Company September 1998 - December 1999
XOMA Corporation May 1996 - May 1998
KNSD Channel 7-39 September 1995 - May 1996
Skills
Integrated Marketing, Social Media Marketing, Marketing Strategy, E-commerce, Strategy, Marketing, SEO, Advertising, Competitive Analysis, Management, Product Marketing, Cross-functional Team..., Marketing Communications, Online Advertising, Training, Content Management, CRM, Financial Services, Relationship Management, Leadership, Investments, Digital Marketing, Strategic Planning, Digital Strategy, Interactive Marketing, Social Media, Online Marketing, Content Strategy, Project Management
Education
University of San Diego 1993 — 1996
Bachelor of Arts, Communication Studies (Mass Media Emphasis)
Azusa Pacific University 1992 — 1993
Columbia Threadneedle Investments, US April 2015 - Present
State Street Global Advisors July 2014 - March 2015
United States Bankruptcy Court July 2013 - July 2014
Eaton Vance May 2013 - May 2014
Davis & Davis, P.C. May 2013 - July 2013
Greater Boston Legal Services August 2012 - May 2013
Windhaven Investment Management May 2010 - September 2011
Committee to Elect Scott Olson June 2008 - December 2008
Office of Senator John F. Kerry January 2008 - June 2008
Skills
Legal Writing, Lexis, Legal Research, Westlaw, Securities Regulation, Due Diligence, Corporate Law, Bankruptcy, Investment Management, Corporate Governance, Securities, Investments, Asset Management, Document Drafting, Estate Planning, Legal Compliance, Wealth Management, Management
Education
Suffolk University Law School 2011 — 2014
Doctor of Law (J.D.), Business and Financial Services Law
Regis College
Bachelor of Arts (BA), Business Administration and Management & Economics
Columbia Threadneedle Investments, US September 2000 - Present
Putnam Investments September 1997 - September 2000
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, 401k, Series 63, Relationship Management, Defined Contribution, New Business Development, Institutional...
Education
Northeastern University 1994 — 1997
BS, Finance & Entrepreneurship
Columbia Threadneedle Investments, US May 1994 - Present
Education
baruch college 1965 — 1969
Columbia Threadneedle Investments, US January 2015 - Present
RBC Wealth Management May 2013 - January 2015
Ameriprise Financial March 2011 - May 2013
Ameriprise Financial March 2006 - December 2010
Ameriprise Financial April 2004 - March 2006
Texans Credit Union January 2000 - June 2003
Wells Fargo Mortgage (Norwest Mortgage) January 1999 - December 1999
Deluxe Corporation 1997 - 1998
Skills
Leadership, Financial Services, Relationship Management, Business Development, Business Process..., Risk Management, Cross-functional Team..., Business Analysis, Project Management, Variable Annuities, Fixed Annuities, Change Management, Technology, Technical Requirements..., Operations Management, Resource Management, MBA, Driving Results, Leading Change, Project Portfolio..., Six Sigma, PMO, Process Improvement, Green Belt
Education
Texas Christian University 2001 — 2003
MBA, Marketing & Strategy
University of Minnesota-Twin Cities 1994 — 1998
B.A., Speech Communications
Columbia Threadneedle Investments, US September 2002 - Present
Skills
Fixed Income, Financial Modeling, Bloomberg
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA, Finance
Miami University 1991 — 1995
BS, Finance
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
Columbia Threadneedle Investments, US April 2013 - Present
Columbia Management August 2010 - April 2013
John Hancock Life Insurance Company (U.S.A.) June 2005 - September 2010
Skills
Series 7, Mutual Funds, 401k, Retirement Planning, Sales, Investments, Retirement, Series 63, Wealth Management, Fixed Income, Financial Services, Wholesale, IRAs, Salesforce.com, Sales Presentations, Asset Allocation, Fixed Annuities
Education
Saint Michael's College 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Universität Salzburg 2006 — 2006
Burke Mountain Academy
Columbia Threadneedle Investments, US November 2014 - Present
Columbia Management November 2013 - November 2014
Lazard July 2012 - November 2013
Citi Investment Research & Analysis October 2010 - June 2012
Fitch Ratings May 2010 - October 2010
Miller Tabak Roberts Securities, LLC February 2007 - January 2010
JPMorgan November 2005 - February 2007
Skills
Equity Research, Valuation, Equities, Series 7, Investments, FINRA, DCF, High Yield, Fixed Income Analysis, Bloomberg, Financial Modeling, Institutional..., Securities, Portfolio Management, Series 63, Trading Systems, Chartered Financial..., Fundamental Analysis, Capital Markets, Trading, Analysis, Hedge Funds, Alternative Investments, Equity Valuation, Financial Services, Fixed Income, Wealth Management, Bloomberg Terminal, Bonds, Investment Banking, Credit Analysis, Emerging Markets
Education
Kenyon College 2001 — 2005
Bachelor of Arts, Political Science
Avon Old Farms School 1998 — 2001
High School Diploma
Columbia Threadneedle Investments, US September 2007 - Present
Union Bank January 2003 - September 2007
Citi 2001 - 2003
Bank of America 1999 - 2000
Skills
Valuation, Fixed Income, Financial Modeling, Capital Markets, Financial Analysis, Corporate Finance, Banking, Leveraged Finance, Commercial Banking, Finance, Investments, Portfolio Management
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance
Carnegie Mellon University 1989 — 1993
BS, Mechanical Engineering
Columbia Threadneedle Investments, US March 2006 - Present
Independent Hedge Fund Sales and Marketing Consultant 2004 - 2005
Citigroup Alternative Investments June 2002 - December 2003
KPG Investments LLC August 2000 - June 2002
JP Morgan 1999 - 2000
Deutsche Bank 1998 - 1999
Skills
Asset Allocation, Alternative Investments, Wealth Management, Asset Managment, Hedge Funds, Investment Advisory, Asset Management, Investment Banking, Investments, ETFs, Series 63, Fixed Income, Portfolio Management, Separately Managed..., High Net Worth..., Uniform Combined State..., Institutional Sales, Mutual Funds, Investment Management, Investment Strategies, Securities, Series 65, FINRA, Wealth Management..., Series 24, 401k, Equities, Retirement Planning, Bonds, Series 6, Retirement, Institutional..., Financial Advisory, Wealth, Estate Planning, Series 7, Relationship Management
Education
Columbia University in the City of New York 1988 — 1997
PhD, Modern European History
Stony Brook University 1978 — 1984
MA, History
Stony Brook University 1978 — 1982
Bachelor of Arts (BA), History
Columbia Threadneedle Investments, US September 2004 - Present
Musician Composer September 1979 - Present
Odaiko New England July 2008 - August 2012
Columbia Management 2002 - 2004
Skills
Social Media, Editing, Securities, Fixed Income, Customer Service, Higher Education, Event Planning, Nonprofits, Leadership, Public Speaking, Change Management, Business Analysis, Team Leadership, Microsoft Office, Team Building, Mutual Funds, Program Management, Series 7
Education
Cambridge College 2004 — 2007
Boston Language Institute 2004 — 2004
TEFL Certificate, English
La Porte High School
Columbia Threadneedle Investments, US August 2009 - Present
Columbia Threadneedle Investments, US March 2006 - July 2009
Bank of America May 2005 - March 2006
Putnam Investments July 2001 - May 2005
Skills
CMFC, Series 7, Series 6, Series 66, Series 63, Mutual Funds, Asset Allocation, Investments, 401k, Uniform Combined State..., Asset Management, Series 65, Wealth Management, Alternative Investments, Investment Strategies, Relationship Management
Education
New England College 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration
Columbia Threadneedle Investments, US March 2015 - Present
Winslow Capital Management December 2007 - February 2015
Wells Fargo March 2005 - December 2007
US Bank December 1997 - March 2005
Skills
Securities, Investments, Structured Finance, Financial Services, Banking, Portfolio Management, Financial Analysis, Mutual Funds, Wealth Management, Asset Management, Microsoft Office, Risk Management, Customer Service, Management, Finance, Trading Operations, Axys
Education
Normandale Community College 1993 — 1995
North Branch Senior High 1989 — 1993
Columbia Threadneedle Investments, US April 2013 - Present
Columbia Management November 2010 - March 2013
Columbia Management December 2006 - November 2010
Morgan Stanley November 2004 - November 2006
State Street 2003 - 2004
Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Qualified Retirement..., Retirement Plan..., Microsoft Excel, PowerPoint, AIF, Relationship Management, 401k, Retirement, Morningstar, Defined Contribution, Series 65, Separately Managed..., Spreadsheets
Education
Suffolk University - Sawyer Business School 2008 — 2012
MBA
Providence College 1999 — 2003
BS, Finance, minor in Mathematics
Columbia Threadneedle Investments, US September 2012 - Present
Columbia Management November 2010 - March 2013
Bascom Hill Partners, LLC June 2009 - August 2009
DeMatteo Monness, LLC June 2008 - August 2008
Cross Shore Capital Management, LLC November 2006 - January 2007
Education
Union College 2006 — 2010
Bachelor of Arts (B.A.)
Union College
Bachelor of Arts, Spanish
Columbia Threadneedle Investments, US January 2014 - Present
Columbia Management Investment Services September 2010 - Present
Riversource Service Corp Ameriprise Financial June 2009 - September 2010
Seligman Data Corp August 2002 - November 2009
Computershare (formally EquiServe) June 1996 - September 2001
Skills
Leadership, Mutual Funds, Management, Securities, Trading, Risk Management, Asset Management, Investments, Series 7, Series 63, Financial Services, Loans, Portfolio Management, Asset Managment, Financial Analysis, Hedge Funds, Fixed Income, Accounting, Retirement Planning, Alternative Investments, Series 6, Series 26
Education
Framingham State University 1993 — 1995
University of Massachusetts, Amherst 1990 — 1993
Columbia Threadneedle Investments, US August 2015 - Present
Ameriprise Financial - Columbia Management Investment Advisors December 2001 - August 2015
American Express Financial Advisors December 1999 - December 2001
US Bancorp Investments September 1999 - December 1999
US Bancorp Investments July 1999 - September 1999
US Bancorp Investments January 1998 - June 1999
Skills
Requirements Analysis, Asset Management, Mutual Funds, Excel, Business Analysis, Requirements Gathering, Visio, Business Requirements, Analysis, Systems Analysis, Business Process Design, Lotus Notes, Data Analysis, Documentation, Project Implementation, Vendor Management, User Acceptance Testing, MS Project, Business Process, Conversions, Process Mapping, Fixed Income, Testing, Securities, Project Planning, Business Process..., SDLC
Education
Metropolitan State University 1996 — 1998
Bachelor of Science, Finance Major
Columbia Threadneedle Investments, US April 2012 - Present
ishbudesign May 1999 - Present
Activision August 2011 - September 2011
Katun Corporation December 2010 - January 2011
Minnesota Premier Publications August 2010 - December 2010
Cenveo July 2007 - May 2009
Digital People July 2007 - March 2008
Medtronic October 2006 - May 2007
Skills
Photoshop, Illustrator, InDesign, Photography, QuarkXPress, HTML, CSS, Flash, Flash Design, Web Design, Print, Screen Printing, Graphic Design, Logo Design, Brand Development, Marketing Strategy, Event Planning, Event Photography, Packaging, Branding & Identity
Education
Augsburg College 2007 — 2011
BA, Communication (PR & Advertising)
University of Oregon 1999 — 2000
Sociology, Philosophy
The Art Institues International, Minnesota 2001 — 2004
Multi-Media/Web Design
Burnsville High School 1996 — 1999
Columbia Threadneedle Investments, US June 2010 - Present
Columbia Management November 2006 - May 2010
MFS Investment Management January 2006 - November 2006
Skills
CRPC, Series 7, Series 6, Series 63, Series 65
Education
University of Maine 2000 — 2005
Bachelors, Business, Finance
Columbia Threadneedle Investments, US December 2013 - Present
CPM Communications 2011 - 2013
Morgan Stanley 2004 - 2009
Palmer & Dodge LLP 1998 - 2003
Lovell & Stewart LLP 1996 - 1997
Johnson Stokes & Master January 1992 - May 1992
Skills
Public Relations, Corporate Communications, Strategic Communications, Media Relations, Crisis Communications, Internal Communications, Investor Relations, Financial Communications, Crisis Management, Issues Management, Writing, Editing, Social Media, Government Relations, Public Policy, Financial Services, Investment Banking, Asset Management, Capital Markets, Private Equity, Real Estate Private..., Commodity Markets
Education
Bates College 1991 — 1995
BA, History
Middlesex School 1987 — 1991
Diploma
Columbia Threadneedle Investments, US September 2015 - Present
Columbia Threadneedle August 2010 - September 2015
Columbia Threadneedle April 2007 - August 2010
Bank of America August 2006 - March 2007
Journeys December 2004 - July 2006
Skills
Training, Call Centers, Customer Service, SharePoint, Financial Services, Investments, Mutual Funds, Relationship Management, Coaching, Process Improvement, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, SharePoint Designer, Knowledge Management, Series 6, Series 63, Project Management
Education
Southern New Hampshire University 2013 — 2015
Master of Science (MS), Operations & Project Management
Rhode Island College 2001 — 2004
BA, Communiations
Saint Raphael Academy 1995 — 1999
HS Diploma
Columbia Threadneedle Investments, US August 2012 - Present
Columbia Threadneedle Investments, US May 2010 - August 2012
Columbia Threadneedle Investments, US September 2009 - April 2010
Barnum Financial Group 2008 - August 2009
John Hancock 2007 - 2007
Gillette 2006 - 2007
Harvard University 2004 - 2004
Skills
Mutual Funds, Certified Financial..., Strategy, Series 7, Series 63, Sales, Investments, Alternative Investments, Asset Allocation, 401k, Securities, Salesforce.com, Asset Management, Finance, Financial Services, Wealth Management, Investment Strategies, Portfolio Management, Equities, Fixed Income, Financial Analysis, Retirement Planning, Management, Marketing, Investment Management, Retirement, Leadership, Financial Planning, Public Speaking, Relationship Management, Microsoft Excel, Microsoft Office, Due Diligence, Investment Advisory, Series 6, Certified Investment...
Education
Northeastern University 2002 — 2008
Bachelors, Management/Marketing
Goldman Sachs April 2015 - Present
Columbia Threadneedle Investments, US May 2010 - April 2015
Ameriprise Financial May 2007 - May 2010
Nordstrom October 2002 - April 2006
Skills
Series 63, Series 7, Asset Allocation, Investments, Mutual Funds, Securities, Equities, Fixed Income, Customer Service, Asset Managment, Portfolio Management, Bloomberg, Financial Services, Bonds, Financial Analysis, Microsoft Office, Accounting, Wealth Management, Settlement
Education
DePaul University 2002 — 2005
Bachelors of Science, Management & Economics (minor)
North Park University 2000 — 2002
Business Administration
Columbia Threadneedle Investments, US June 2015 - Present
Columbia Management July 2008 - June 2015
Columbia Management October 2003 - July 2008
John Hancock Life Insurance Company (U.S.A.) 2000 - 2003
Baring Asset Management May 1989 - 2000
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Competitive Analysis, Financial Analysis, Series 7, Securities, Forecasting, Financial Advisory, Analysis, Leadership, Risk Management, Product Management
Education
Lesley University 1992 — 1996
MSM, Management
Suffolk University - Sawyer Business School 1983 — 1986
BSBA, Management/Marketing
Columbia Threadneedle Investments, US March 2006 - Present
CNL February 2002 - December 2005
Skills
Mutual Funds, Retirement Planning, Asset Management, Financial Advisory, Asset Allocation, Alternative Investments, Series 7, Series 63, 401k
Education
Rollins College - Crummer Graduate School of Business 1992 — 1994
MBA
Messiah College 1987 — 1991
BA, Business Administration
Columbia Threadneedle Investments, US June 2007 - Present
Pioneer Investments October 2004 - June 2007
Boston Financial Data Services July 2004 - October 2004
Federated Investors July 2000 - July 2004
Scudder Investments November 1997 - November 1999
Skills
Investments, Asset Management, Series 6, Compliance, Transfer Agency, Alternative Investments, Equities, Financial Services, Fixed Income, Mutual Funds, Process Improvement, Risk Management, Series 63, Securities
Education
Fitchburg State College 1988 — 1992
Bachelor of Science (B.S.), Communication and Media Studies
Fitchburg State University
Columbia Threadneedle Investments, US June 1997 - Present
Skills
Asset Managment, Fixed Income, Portfolio Management, Bloomberg, Investments, Hedge Funds, Alternative Investments, Capital Markets, Equity Research, Bonds, Series 7, Trading
Education
DePaul University
MBA
University of Wisconsin-Madison - School of Business
BBA
Columbia Threadneedle Investments, US June 2002 - Present
Education
Boston College 1996 — 2002
Finance
North Carolina State University 1994 — 1996
MA, Economics
Fudan University 1990 — 1991
Nankai University 1985 — 1990
BA
Columbia Threadneedle Investments, US 2006 - Present
Ameriprise Financial Services, Inc. 1999 - 2006
Ameriprise Financial Services, Inc. 1997 - 1999
quik print 1987 - 1993
Skills
Investments, Mutual Funds, Securities, Accounting, Internal Controls, Management, Corporate Actions, Asset Management, Business Analysis, Credit, Internal Audit, Process Improvement, Series 7, Tax
Education
Cardinal Stritch University 1997 — 2000
BSBA, Business Management
Minnesota School of Business 1993 — 1996
BA, Accounting
Central
Columbia Threadneedle Investments, US April 2011 - October 2013
Media Contacts August 2009 - April 2011
BMC Software April 2008 - August 2009
BladeLogic May 2007 - April 2008
Web of Benefit April 2005 - May 2007
ARS Group April 2006 - January 2007
Skills
Analytics, Google Analytics, Salesforce.com, Web Analytics, Digital Marketing, Social Media Marketing, Advertising, Product Marketing, Marketing, Lead Generation, Email Marketing, Online Marketing, Content Management, Online Advertising, SEO
Education
Babson College
Bachelors of Science in Business Administration, Stategic Management, Marketing
US Foods September 2015 - Present
Peroni Design January 2011 - Present
Columbia Threadneedle Investments, US January 2015 - April 2015
The Judge Group 2014 - 2015
Collectcorp October 2009 - May 2011
GE Money 2006 - 2007
Skills
Adobe Creative Suite, Illustrator, Photoshop, InDesign, Dreamweaver, Digital Photography, CSS, HTML5, JavaScript, Lifelong Learning, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft SQL Server, Microsoft Project, Access, Project Management, Project Planning, Entrepreneurship, Creative Solutions, Photography, Creative Services, Graphic Design, Web Design, SEO, Web Content Management, XHTML, Product Marketing, Google Adwords, Website Updating, Website Building, Website Creation, Marketing Material..., Digital Media, Screen Printing, Acrylic Painting, Collaborative Problem..., Liberal Arts, Information Management, Design Production, Graphics Layout, Catalog Layout, Customer Service, Social Media, Creative Concept Design, Corporate Branding, Social Media Marketing, Marketing, Advertising
Education
Metropolitan State University 2012 — 2014
Bachelor of Arts (B.A.), Management Information Systems, Web Design with an emphasis on Project Management
Brown College 1999 — 2001
Associate of Arts and Sciences (AAS), Design and Visual Communications, General
Columbia Threadneedle Investments, US January 2014 - Present
Columbia Threadneedle Investments, US August 2013 - December 2013
Saint Louis University August 2009 - May 2013
The Kraematon Group, Inc. March 2009 - August 2012
Skills
Mutual Funds, Sales, Retirement, Investments
Education
Saint Louis University 2009 — 2013
Bachelor of Science, Finance, General
Columbia Threadneedle Investments, US May 2015 - Present
Beacon Health Options October 2013 - March 2015
Columbia Management September 2011 - October 2013
elixir international April 2010 - June 2011
Netsoft Informatics Pvt. Ltd. June 2007 - January 2010
National Informatics Centre June 2006 - December 2006
TCIL-IT June 2005 - July 2005
Skills
Business Intelligence, Database Design, Requirements Gathering, Microsoft SQL Server, ASP.NET, C#, Business Analysis, JavaScript, SSRS, Microsoft BI SSIS, Crystal Reports, SQL Server 2008/2005, HTML, Web Development, VBA, .NET, MS Project, CSS, Project Management, Testing, Visual Studio
Education
Punjab Technical University 2003 — 2007
B.Tech, Computer Science and Engineering
Columbia Threadneedle Investments, US May 2014 - Present
Columbia Management December 2011 - May 2014
Ameriprise Financial Services, Inc. January 2007 - December 2011
Skills
Strategic Financial..., Financial Reporting, Auditing, Financial Accounting, Microsoft Excel, Tax, Account Reconciliation, Financial Analysis, Accounting, GAAP, PowerPoint, Variance Analysis, Accounts Payable, Finance, Internal Controls, Financial Planning, Management, Microsoft Office
Education
Metropolitan State University 2011 — 2013
Master of Business Administration (MBA), Finance, General
College of St. Catherine 2007 — 2008
BS, Accounting
Columbia Threadneedle Investments, US May 2010 - Present
Columbia Management October 2005 - April 2010
Fidelity Investments March 2000 - September 2005
Skills
Internal Communications, Speech Writing, Employee Surveys, Intermediary marketing, Mutual Funds, Marketing Communications, Financial Services, Investments, Competitive Analysis, Direct Marketing, Marketing, Marketing Strategy, Series 7, Social Media, Advertising, Corporate Communications, Event Planning, Email Marketing, Relationship Management
Education
Trinity University-Washington 1983 — 1987
Bachelor of Science (BS), English Language and Literature/Letters
Blue Cross and Blue Shield of Minnesota August 2015 - Present
Columbia Threadneedle Investments, US September 2014 - July 2015
UnitedHealth Group May 2013 - July 2013
Cargill January 2013 - March 2013
Gilbert Law Group May 2012 - August 2012
Ameriprise Financial Services, Inc. February 2003 - February 2009
Leonard, Street and Deinard 2001 - 2002
Skills
Advertising, Marketing Strategy, Public Relations, Event Planning, Email Marketing, Marketing, Strategic Planning, Publications, Editing, Management, Marketing Communications, Digital Marketing, Project Management
Education
Minneapolis College of Art and Design 2014 — 2014
Adobe Creative Suite
University of St. Thomas 2012 — 2012
Certificate, Marketing/Marketing Management, General
New England College
Bachelor's Degree, Business Administration and Management, General
Minnesota Paralegal Institute
Certified Paralegal, Legal Studies, General
Wells Fargo March 2014 - Present
Columbia Threadneedle Investments, US July 2006 - December 2013
Columbia Threadneedle Investments, US July 2003 - July 2006
Columbia Threadneedle Investments, US July 2000 - July 2003
Skills
Microsoft Office, Research, Sales, Leadership, Bloomberg, marketaxess, trade web, Alad, muni, bond, bondedge, charles river, trading, trading sys
Education
Linfield College 1996 — 2000
BS, Finance
Columbia Threadneedle Investments, US July 2014 - Present
Columbia Threadneedle Investments, US January 2013 - July 2014
Education
Minnesota State University, Mankato 1988 — 1992
B.S., Finance
Columbia Threadneedle Investments, US March 2013 - Present
Columbia Threadneedle Investments, US 2003 - 2013
American Express Asset Management 2000 - 2003
George K. Baum & Company, Investment Bankers 1998 - 2000
Dain Rauscher (acquired by RBC Capital Markets) 1992 - 1998
Dain Rauscher (acquired by RBC Capital Markets) 1990 - 1992
Target Corp. 1988 - 1990
Skills
Equities, Portfolio Management, Asset Management, Mutual Funds, Investment Management, Investment Strategies, Bloomberg, Investments, Capital Budgeting, Global Macro, Operating Budgets, Budget Process, Macro Analysis, Financial Forecasting, Financial Modeling, Project Management, Technology, Consumer, Telecommunications, Financial Analysis, Business Analysis, Global Asset Management, Business Planning, Corporate Finance
Education
Universidad Iberoamericana, Ciudad de México
International Finance
Universidad de Salamanca
Spanish Language and Literature
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Finance
University of Minnesota-Twin Cities
Bachelor of Science (BSc)
Columbia Threadneedle Investments, US 2015 - Present
Wayfair July 2014 - December 2014
Green Line Records January 2014 - July 2014
Skills
Marketing Communications, Online Marketing, Social Media Marketing, Time Management, Team Management, Leadership Development, Interpersonal Skill, Organizational..., Non-profit Volunteer, Non-profit Leadership, Microsoft Office, SPSS, Business Economics, International Relations, English, Portuguese, MS Excel Pivot Tables, Microsoft SQL Server, V Lookups
Education
Northeastern University 2012 — 2017
Bachelor of Science (B.S.) in Business Administration, Marketing/Management
Parkland High School 2010 — 2011
High School Diploma