Cypress Capital Management
Description
Address: 3801 Kennett Pike Suite C200 A, Greenville, DE 19807 Phone: (302) 429-8436: Website: : Place name: : : Hours: Category: : : Website: http://cypress-capital.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cypress Capital Management Posting publicly on the Web Write a review Reviews Be the first to review
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Cypress Capital Management Employees
Employee
Years
Job
Industry
David A. McLellan David A. McLellan's Cypress Capital Management Experience March 2005 - March 2007
Job Senior Economist and Business Strategist at Packers Plus Energy Services Inc.
Industry Oil & Energy
Experience
Packers Plus February 2014 - Present
Petrobank Energy & Resources Ltd. August 2008 - September 2013
Energy Policy Institue of Canada (EPIC) March 2010 - November 2011
IOSA (In-Situ Oil Sands Alliance) 2009 - 2011
Canadian Forces February 2001 - November 2009
UBS April 2007 - September 2008
Cypress Capital Management March 2005 - March 2007
ATB Financial December 1999 - March 2005
Skills
Strategic Communications, Natural Gas, Business Strategy, Project Management, Leadership, Negotiation, Energy, Mergers & Acquisitions, Business Development, Microsoft Office, Risk Management, Strategic Planning, Petroleum, Public Relations, Public Policy, Project Planning, Team Leadership, Oil/Gas, Change Management, Financial Analysis, Politics, Management, Analysis, Team Building, Business Planning, Economics, Policy, Budgets, Strategy, Management Consulting, Contract Negotiation, Government, Intellectual Property, Oil & Gas
Education
University of Tulsa 2013 — 2015
Master of Energy Business, Business/Oil&Gas focus
Licensing Executives Society
Masters Class: Principles & Practices
Intellectual Property Institute of Canada - McGill
Exploiting IP Rights: A Worldwide Startegy
Carleton University 1988 — 1992
Bachelor of Arts, Economics
SRB
GCHS
Packers Plus February 2014 - Present
Petrobank Energy & Resources Ltd. August 2008 - September 2013
Energy Policy Institue of Canada (EPIC) March 2010 - November 2011
IOSA (In-Situ Oil Sands Alliance) 2009 - 2011
Canadian Forces February 2001 - November 2009
UBS April 2007 - September 2008
Cypress Capital Management March 2005 - March 2007
ATB Financial December 1999 - March 2005
Skills
Strategic Communications, Natural Gas, Business Strategy, Project Management, Leadership, Negotiation, Energy, Mergers & Acquisitions, Business Development, Microsoft Office, Risk Management, Strategic Planning, Petroleum, Public Relations, Public Policy, Project Planning, Team Leadership, Oil/Gas, Change Management, Financial Analysis, Politics, Management, Analysis, Team Building, Business Planning, Economics, Policy, Budgets, Strategy, Management Consulting, Contract Negotiation, Government, Intellectual Property, Oil & Gas
Education
University of Tulsa 2013 — 2015
Master of Energy Business, Business/Oil&Gas focus
Licensing Executives Society
Masters Class: Principles & Practices
Intellectual Property Institute of Canada - McGill
Exploiting IP Rights: A Worldwide Startegy
Carleton University 1988 — 1992
Bachelor of Arts, Economics
SRB
GCHS
Carrie Kimberley Carrie Kimberley's Cypress Capital Management Experience January 1999 - January 2004
Job Director, Advisor Experience Practice Management
Industry Financial Services
Experience
Credential February 2015 - Present
ScotiaMcLeod April 2013 - May 2014
Business Owner/Consultant July 2010 - April 2013
RBC Dominion Securities 2006 - 2010
Cypress Capital Management January 1999 - January 2004
RT Investment Counsel June 1998 - January 1999
Vancouver Financial Planning Consultants August 1995 - June 1998
Skills
Wealth Management, New Business Development, Market Research, Marketing Strategy, Sales Process, Communication, Franchising, Operational Excellence, Organizational..., Human Resources, Training, Conflict Management, Presentations, Office Administration, People Development, Coaching, Leadership, Small Business, Compliance, Recruiting, Customer Service, Report Writing, Marketing, Strategic Planning, Financial Planning, Financial Services, Portfolio Management, Relationship Management, Retirement Planning, Investments, Management, Mutual Funds
Education
Royal Roads University 2014 — 2016
Master's Degree, Leadership
The University of Hull
BA Hons, Social Policy & Administration
Canadian Securities Institute
Dale Carnegie Training
Leadership Training for Managers
Credential February 2015 - Present
ScotiaMcLeod April 2013 - May 2014
Business Owner/Consultant July 2010 - April 2013
RBC Dominion Securities 2006 - 2010
Cypress Capital Management January 1999 - January 2004
RT Investment Counsel June 1998 - January 1999
Vancouver Financial Planning Consultants August 1995 - June 1998
Skills
Wealth Management, New Business Development, Market Research, Marketing Strategy, Sales Process, Communication, Franchising, Operational Excellence, Organizational..., Human Resources, Training, Conflict Management, Presentations, Office Administration, People Development, Coaching, Leadership, Small Business, Compliance, Recruiting, Customer Service, Report Writing, Marketing, Strategic Planning, Financial Planning, Financial Services, Portfolio Management, Relationship Management, Retirement Planning, Investments, Management, Mutual Funds
Education
Royal Roads University 2014 — 2016
Master's Degree, Leadership
The University of Hull
BA Hons, Social Policy & Administration
Canadian Securities Institute
Dale Carnegie Training
Leadership Training for Managers
Ann Kledaras Ann Kledaras's Cypress Capital Management Experience September 1982 - June 1986
Job Office Manager at Penny Hill Eye Center, George W. Kledaras O.D.,P.A.
Industry Medical Practice
Experience
Penny Hill Eye Center, George W. Kledaras O.D.,P.A. April 2013 - Present
Avon Grove School District September 1998 - April 2013
1838 Investment Management June 1996 - June 1997
Smith Barney June 1986 - June 1997
Cypress Capital Management September 1982 - June 1986
Merrill Lynch September 1979 - September 1982
Skills
Behavior Management, Applied Behavior..., Autistic Support, Life Skills, Special Education, Special Needs, IEP, Emotional Disabilities, Behavioral Intervention, Positive Behavior..., Functional Behavior..., Differentiated..., Middle School, Behavioral Disorders, Behavior Modification, PECS, Literacy, Developmental..., Lesson Planning, Secondary Education, Organizational..., Management, Master gardener
Education
Temple University 1975 — 1978
speech pathology
The University of Delaware 1973 — 1975
Art/speech pathology
The Shipley School 1971 — 1973
Penny Hill Eye Center, George W. Kledaras O.D.,P.A. April 2013 - Present
Avon Grove School District September 1998 - April 2013
1838 Investment Management June 1996 - June 1997
Smith Barney June 1986 - June 1997
Cypress Capital Management September 1982 - June 1986
Merrill Lynch September 1979 - September 1982
Skills
Behavior Management, Applied Behavior..., Autistic Support, Life Skills, Special Education, Special Needs, IEP, Emotional Disabilities, Behavioral Intervention, Positive Behavior..., Functional Behavior..., Differentiated..., Middle School, Behavioral Disorders, Behavior Modification, PECS, Literacy, Developmental..., Lesson Planning, Secondary Education, Organizational..., Management, Master gardener
Education
Temple University 1975 — 1978
speech pathology
The University of Delaware 1973 — 1975
Art/speech pathology
The Shipley School 1971 — 1973
Dan Lundeen, CIMA ®, AIF ® Dan Lundeen, CIMA ®, AIF ®'s Cypress Capital Management Experience July 1997 - August 1998
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Lundeen Foundation August 2001 - Present
Delaware Investments, a member of the Macquarie Group June 2005 - May 2011
Gartmore December 2002 - May 2005
Conseco Fund Group August 1998 - December 2002
Cypress Capital Management July 1997 - August 1998
Textainer June 1994 - June 1997
PLM International, Inc. June 1984 - June 1994
Midwest Skateboard Shop January 1977 - April 1980
Skills
Sales Management, Strategic Leadership, Distribution Strategies, Asset Managment, Mutual Funds, Public Speaking, Financial Services, Investments, Coaching, Team Building, Marketing Strategy, Team Leadership, Certified Investment..., AIF, Series 7, Series 66, Series 24, Separately Managed..., ETFs, Alternative Investments, Retirement, Hedge Funds, Investment Management, Wealth Management, 401k, 529 Plans, New Business Development, Investment Strategies, CRM, Variable Annuities, Financial Markets, Estate Planning, Compliance, Philanthropy, P&L Responsibility, Sailing, Portfolio Management, Retirement Planning, Wealth Management..., Insurance
Education
Macalester College
BA
Wharton School, University of Pennsylvania
Executive Education Program : CIMA Designation
Merrill Lynch August 2013 - Present
Lundeen Foundation August 2001 - Present
Delaware Investments, a member of the Macquarie Group June 2005 - May 2011
Gartmore December 2002 - May 2005
Conseco Fund Group August 1998 - December 2002
Cypress Capital Management July 1997 - August 1998
Textainer June 1994 - June 1997
PLM International, Inc. June 1984 - June 1994
Midwest Skateboard Shop January 1977 - April 1980
Skills
Sales Management, Strategic Leadership, Distribution Strategies, Asset Managment, Mutual Funds, Public Speaking, Financial Services, Investments, Coaching, Team Building, Marketing Strategy, Team Leadership, Certified Investment..., AIF, Series 7, Series 66, Series 24, Separately Managed..., ETFs, Alternative Investments, Retirement, Hedge Funds, Investment Management, Wealth Management, 401k, 529 Plans, New Business Development, Investment Strategies, CRM, Variable Annuities, Financial Markets, Estate Planning, Compliance, Philanthropy, P&L Responsibility, Sailing, Portfolio Management, Retirement Planning, Wealth Management..., Insurance
Education
Macalester College
BA
Wharton School, University of Pennsylvania
Executive Education Program : CIMA Designation
Brett Ciancia Brett Ciancia's Cypress Capital Management Experience May 2013 - August 2013
Job Tax Associate at PwC
Industry Accounting
Experience
PwC May 2014 - Present
Pick Six Previews, LLC August 2012 - Present
Cypress Capital Management May 2013 - August 2013
Goldie's Dips Ahoy May 2012 - August 2013
Skills
Microsoft Excel, Google Analytics, Statistics, Sports Writing, Social Media, Weebly, Tax Preparation, Accounting
Education
Boston College - Carroll School of Management 2011 — 2015
Accounting and Finance, GPA 3.8
Unionville High School 2007 — 2011
PwC May 2014 - Present
Pick Six Previews, LLC August 2012 - Present
Cypress Capital Management May 2013 - August 2013
Goldie's Dips Ahoy May 2012 - August 2013
Skills
Microsoft Excel, Google Analytics, Statistics, Sports Writing, Social Media, Weebly, Tax Preparation, Accounting
Education
Boston College - Carroll School of Management 2011 — 2015
Accounting and Finance, GPA 3.8
Unionville High School 2007 — 2011
Anna Hoang's Cypress Capital Management Experience April 2014 - Present
Job Operations Administrator at Cypress Capital Management
Industry Financial Services
Experience
Cypress Capital Management April 2014 - Present
Cypress Capital Management July 2013 - April 2014
Aritzia May 2007 - April 2013
Southwestern Advantage September 2011 - August 2012
Southwestern Advantage May 2011 - August 2011
Skills
Cold Calling, Direct Sales, Sales Presentations, Sales, Customer Service, Time Management, Leadership, Sales Process, Public Speaking, Sales Management, Microsoft Office, Selling Skills, Management, Selling, Retail, Coaching
Education
British Columbia Institute of Technology 2008 — 2011
Diploma of Technology, Accounting
Britannia Secondary School
Cypress Capital Management April 2014 - Present
Cypress Capital Management July 2013 - April 2014
Aritzia May 2007 - April 2013
Southwestern Advantage September 2011 - August 2012
Southwestern Advantage May 2011 - August 2011
Skills
Cold Calling, Direct Sales, Sales Presentations, Sales, Customer Service, Time Management, Leadership, Sales Process, Public Speaking, Sales Management, Microsoft Office, Selling Skills, Management, Selling, Retail, Coaching
Education
British Columbia Institute of Technology 2008 — 2011
Diploma of Technology, Accounting
Britannia Secondary School
Danielle Seningen Danielle Seningen's Cypress Capital Management Experience August 2013 - Present
Job at
Industry Financial Services
Experience
Cypress Capital Management August 2013 - Present
ATI Physical Therapy November 2011 - August 2013
MX Physical Therapy November 2011 - January 2013
Kentmere Nursing Care Center July 2010 - November 2011
Vagabond Cruise June 2009 - December 2009
Skills
Interpersonal Skill, Communication, Customer Service, Event Management, Event Planning, Marketing
Education
University of Delaware 2005 — 2009
Bachelors of Science, Health and Behavior Management
John Dickinson High School 2001 — 2005
Cypress Capital Management August 2013 - Present
ATI Physical Therapy November 2011 - August 2013
MX Physical Therapy November 2011 - January 2013
Kentmere Nursing Care Center July 2010 - November 2011
Vagabond Cruise June 2009 - December 2009
Skills
Interpersonal Skill, Communication, Customer Service, Event Management, Event Planning, Marketing
Education
University of Delaware 2005 — 2009
Bachelors of Science, Health and Behavior Management
John Dickinson High School 2001 — 2005
Greg Garrison's Cypress Capital Management Experience April 2008 - September 2008
Job Director of Operations at CRST Malone
Industry Logistics and Supply Chain
Experience
CRST International May 2014 - Present
CEVA Logistics October 2012 - January 2014
Luxottica Retail North America June 2010 - October 2012
Saddle Creek Logistics Services March 2009 - January 2010
Cypress Capital Management April 2008 - September 2008
Greatwide Logistics Services January 2005 - January 2008
7-Eleven September 2001 - January 2005
Southeastern Freight Lines February 1997 - September 2001
Terminix January 1994 - September 1997
Lake Business Products February 1993 - November 1993
Skills
Supply Chain..., Lean Manufacturing, Transportation..., Distributed Team..., Six Sigma, Manufacturing, Management, 3PL, Warehousing, LTL, Operations Management, Continuous Improvement, Customer Service, Leadership, Process Improvement, Transportation, Logistics, Supply Chain, Warehouse Management, Cross-functional Team..., Negotiation, Sales Operations, Inventory Control, Customer Satisfaction, Budgets, Distribution Center..., Supply Chain Management, Inventory Management, Sales Management, Purchasing, Retail, P&L Management
Education
University of Tennessee 2010 — 2011
Green Belt, Six Sigma Methodology
University of Cincinnati 1986 — 1992
BA, Sociology
Shaker Heights High School 1984 — 1986
CRST International May 2014 - Present
CEVA Logistics October 2012 - January 2014
Luxottica Retail North America June 2010 - October 2012
Saddle Creek Logistics Services March 2009 - January 2010
Cypress Capital Management April 2008 - September 2008
Greatwide Logistics Services January 2005 - January 2008
7-Eleven September 2001 - January 2005
Southeastern Freight Lines February 1997 - September 2001
Terminix January 1994 - September 1997
Lake Business Products February 1993 - November 1993
Skills
Supply Chain..., Lean Manufacturing, Transportation..., Distributed Team..., Six Sigma, Manufacturing, Management, 3PL, Warehousing, LTL, Operations Management, Continuous Improvement, Customer Service, Leadership, Process Improvement, Transportation, Logistics, Supply Chain, Warehouse Management, Cross-functional Team..., Negotiation, Sales Operations, Inventory Control, Customer Satisfaction, Budgets, Distribution Center..., Supply Chain Management, Inventory Management, Sales Management, Purchasing, Retail, P&L Management
Education
University of Tennessee 2010 — 2011
Green Belt, Six Sigma Methodology
University of Cincinnati 1986 — 1992
BA, Sociology
Shaker Heights High School 1984 — 1986
Drew Battenberg's Cypress Capital Management Experience September 2012 - June 2014
Job Research Associate at Vista Investment Partners
Industry Financial Services
Experience
Vista Public Strategies/Vista Equity Partners June 2014 - Present
Cypress Capital Management September 2012 - June 2014
Partner Fund Management, L.P July 2011 - June 2012
Goldman Sachs Asset Management June 2008 - June 2011
Goldman Sachs Asset Management July 2005 - June 2008
Skills
Equities, Derivatives, Bloomberg, Equity Research, Valuation, Financial Modeling, Hedge Funds, Capital Markets, Investments
Education
Principia College 2002 — 2005
Bachelor of Arts
Vista Public Strategies/Vista Equity Partners June 2014 - Present
Cypress Capital Management September 2012 - June 2014
Partner Fund Management, L.P July 2011 - June 2012
Goldman Sachs Asset Management June 2008 - June 2011
Goldman Sachs Asset Management July 2005 - June 2008
Skills
Equities, Derivatives, Bloomberg, Equity Research, Valuation, Financial Modeling, Hedge Funds, Capital Markets, Investments
Education
Principia College 2002 — 2005
Bachelor of Arts
Daniel Wong, CFA's Cypress Capital Management Experience April 2001 - February 2008
Job Vice President, Portfolio Manager at Connor, Clark & Lunn Private Capital
Industry Investment Management
Experience
Connor Clark & Lunn Private Capital March 2008 - Present
Cypress Capital Management April 2001 - February 2008
Skills
Global Tactical Asset..., Portfolio Management, Economics, Investment Strategies, Capital Markets, Trading Strategies, Investments, Alternative Investments, Financial Modeling, Private Equity, Mutual Funds, Finance
Education
The University of British Columbia
B.Sc, Biological Sciences
Connor Clark & Lunn Private Capital March 2008 - Present
Cypress Capital Management April 2001 - February 2008
Skills
Global Tactical Asset..., Portfolio Management, Economics, Investment Strategies, Capital Markets, Trading Strategies, Investments, Alternative Investments, Financial Modeling, Private Equity, Mutual Funds, Finance
Education
The University of British Columbia
B.Sc, Biological Sciences
Sean Alexander's Cypress Capital Management Experience February 2015 - Present
Job Associate Portfolio Manager at Cypress Capital Management
Industry Financial Services
Experience
Cypress Capital Management February 2015 - Present
RBC April 2014 - December 2014
RBC April 2012 - April 2014
RBC Capital Markets October 2010 - April 2012
Manulife Financial June 2008 - July 2010
UBS Investment Bank May 2007 - September 2007
EnCana October 1999 - May 2004
Skills
Portfolio Management, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Investments, Finance, Equities, Risk Management
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA, Finance and Strategy
Queen's University 1995 — 1999
Bsc (Eng), Geology Geophysics Engineering
Cypress Capital Management February 2015 - Present
RBC April 2014 - December 2014
RBC April 2012 - April 2014
RBC Capital Markets October 2010 - April 2012
Manulife Financial June 2008 - July 2010
UBS Investment Bank May 2007 - September 2007
EnCana October 1999 - May 2004
Skills
Portfolio Management, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Investments, Finance, Equities, Risk Management
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA, Finance and Strategy
Queen's University 1995 — 1999
Bsc (Eng), Geology Geophysics Engineering
Marc Mezzadri's Cypress Capital Management Experience 2010 - March 2014
Job Vista Investment Partners/Vista Equity Partners
Industry Investment Management
Experience
Vista Equity Partners April 2014 - Present
Cypress Capital Management 2010 - March 2014
Partner Fund Management (PFM) 2007 - 2009
Banc of America Securities 2000 - 2007
Goldman Sachs 1996 - 2000
Education
Columbia University in the City of New York 1992 — 1996
ba, economics
Vista Equity Partners April 2014 - Present
Cypress Capital Management 2010 - March 2014
Partner Fund Management (PFM) 2007 - 2009
Banc of America Securities 2000 - 2007
Goldman Sachs 1996 - 2000
Education
Columbia University in the City of New York 1992 — 1996
ba, economics
Seth Dadds, CFA's Cypress Capital Management Experience April 2013 - Present
Job Investment Analyst at Cypress Capital Management
Industry Financial Services
Experience
Cypress Capital Management April 2013 - Present
GARP Research & Securities May 2004 - Present
T. ROWE PRICE, INC January 1997 - September 2003
Skills
Financial Modeling, Bloomberg, Valuation, Equity Research, Equities, Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Financial Analysis, Derivatives, Equity Valuation
Education
Loyola College
Master of Science, Finance
Towson University
Bachelor of Arts, Finance, Management
Cypress Capital Management April 2013 - Present
GARP Research & Securities May 2004 - Present
T. ROWE PRICE, INC January 1997 - September 2003
Skills
Financial Modeling, Bloomberg, Valuation, Equity Research, Equities, Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Financial Analysis, Derivatives, Equity Valuation
Education
Loyola College
Master of Science, Finance
Towson University
Bachelor of Arts, Finance, Management
Richard Arvedlund's Cypress Capital Management Experience 1985 - Present
Job Founder, Chief Investment Officer at Cypress Capital Management
Industry Financial Services
Experience
RLA Advisors May 2010 - Present
Cypress Capital Management 1985 - Present
DuPont 1976 - 1983
Skills
Asset Allocation, Asset Management, Portfolio Management, Investments, Asset Managment, Investment Management, Investment Strategies
Education
Wharton Business School 1969 — 1970
MBA, Finance
United States Naval Academy 1959 — 1963
Engineering
Fordham Prep 1955 — 1959
H.S.
RLA Advisors May 2010 - Present
Cypress Capital Management 1985 - Present
DuPont 1976 - 1983
Skills
Asset Allocation, Asset Management, Portfolio Management, Investments, Asset Managment, Investment Management, Investment Strategies
Education
Wharton Business School 1969 — 1970
MBA, Finance
United States Naval Academy 1959 — 1963
Engineering
Fordham Prep 1955 — 1959
H.S.
Raymond McCaffrey's Cypress Capital Management Experience July 1992 - January 1996
Job CoFounder at FourScore Investment Partners, LP
Industry Investment Management
Experience
FourScore Income Partners, LP May 2013 - Present
McCaffrey Management, LLC January 2005 - April 2013
Pilgrim Baxter & Associates April 1997 - December 2004
Pitcairn Trust Company January 1996 - April 1997
Cypress Capital Management July 1992 - January 1996
Penn Mutual Life Insurance Company April 1990 - July 1992
Fidelity Bank October 1987 - March 1990
Skills
Portfolio Management, Equities, Investment Advisory, Investment Management, Investment Research, Asset Management, Asset Allocation, Wealth Management, Mutual Funds, Equity Research, Institutional...
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
Master's degree, Finance, General
Villanova University 1981 — 1985
Bachelor of Science (BS), Economics, Cum Laude
LaSalle College High School 1977 — 1981
High School Diploma, College Preparatory
FourScore Income Partners, LP May 2013 - Present
McCaffrey Management, LLC January 2005 - April 2013
Pilgrim Baxter & Associates April 1997 - December 2004
Pitcairn Trust Company January 1996 - April 1997
Cypress Capital Management July 1992 - January 1996
Penn Mutual Life Insurance Company April 1990 - July 1992
Fidelity Bank October 1987 - March 1990
Skills
Portfolio Management, Equities, Investment Advisory, Investment Management, Investment Research, Asset Management, Asset Allocation, Wealth Management, Mutual Funds, Equity Research, Institutional...
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
Master's degree, Finance, General
Villanova University 1981 — 1985
Bachelor of Science (BS), Economics, Cum Laude
LaSalle College High School 1977 — 1981
High School Diploma, College Preparatory